Civic Intelligence

Team Rubicon Inc

990 • Fiscal year 2019 • EIN 27-1720480

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

6171 W Century Blvd No 310Los Angeles, CA 90045

(310) 640-8787

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.06x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

9th percentile

0.04x

Higher debt load relative to revenue than 9% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$293,479

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$36,850,213

Up $5,015,234 (+16%) from 2018

Net Assets

Up

$34,758,598

Up $5,497,841 (+19%) from 2018

Liabilities

Down

$2,091,615

Down $482,607 (-19%) from 2018

Revenue

Up

$51,414,613

Up $8,180,026 (+19%) from 2018

Expenses

Up

$45,963,661

Up $5,592,356 (+14%) from 2018

Net Income

Up

$5,450,952

Up $2,587,670 (+90%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2012: $2,065,338Liabilities 2012: $163,932Net Assets 2012: $1,901,4062012Assets 2013: $3,987,338Liabilities 2013: $244,816Net Assets 2013: $3,742,5222013Assets 2014: $3,805,957Liabilities 2014: $341,172Net Assets 2014: $3,464,7852014Assets 2015: $4,963,922Liabilities 2015: $261,939Net Assets 2015: $4,701,9832015Assets 2016: $5,772,609Liabilities 2016: $661,374Net Assets 2016: $5,111,2352016Assets 2017: $27,655,998Liabilities 2017: $1,270,354Net Assets 2017: $26,385,6442017Assets 2018: $31,834,979Liabilities 2018: $2,574,222Net Assets 2018: $29,260,7572018Assets 2019: $36,850,213Liabilities 2019: $2,091,615Net Assets 2019: $34,758,5982019Assets 2020: $40,707,997Liabilities 2020: $5,540,505Net Assets 2020: $35,167,4922020Assets 2021: $45,866,738Liabilities 2021: $5,732,830Net Assets 2021: $40,133,9082021Assets 2022: $56,105,832Liabilities 2022: $14,271,356Net Assets 2022: $41,834,4762022Assets 2023: $46,064,879Liabilities 2023: $11,441,036Net Assets 2023: $34,623,8432023Assets 2024: $52,093,508Liabilities 2024: $8,675,235Net Assets 2024: $43,418,2732024

Highlighted filing

2019

Assets$36,850,213
Liabilities$2,091,615
Net Assets$34,758,598

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2012: $1,574,3042012Revenue 2013: $7,055,195Expenses 2013: $5,264,233Net Income 2013: $1,790,9622013Revenue 2014: $7,583,377Expenses 2014: $7,874,244Net Income 2014: -$290,8672014Revenue 2015: $8,013,149Expenses 2015: $6,721,261Net Income 2015: $1,291,8882015Revenue 2016: $11,819,932Expenses 2016: $11,426,753Net Income 2016: $393,1792016Revenue 2017: $40,398,185Expenses 2017: $19,056,160Net Income 2017: $21,342,0252017Revenue 2018: $43,234,587Expenses 2018: $40,371,305Net Income 2018: $2,863,2822018Revenue 2019: $51,414,613Expenses 2019: $45,963,661Net Income 2019: $5,450,9522019Revenue 2020: $57,480,500Expenses 2020: $57,031,181Net Income 2020: $449,3192020Revenue 2021: $40,257,630Expenses 2021: $34,582,538Net Income 2021: $5,675,0922021Revenue 2022: $51,447,038Expenses 2022: $49,554,176Net Income 2022: $1,892,8622022Revenue 2023: $40,350,863Expenses 2023: $47,949,097Net Income 2023: -$7,598,2342023Revenue 2024: $47,610,299Expenses 2024: $38,818,406Net Income 2024: $8,791,8932024

Highlighted filing

2019

Revenue$51,414,613
Expenses$45,963,661
Net Income$5,450,952
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$75,776,666
Mission and Program Overview

Mission

Team rubicon serves communities by mobilizing veterans to continue their service, leveraging their skills and experience to help people prepare, respond, and recover from disasters and humanitarian crises.

Humanitarian and conventional aid responses within and outside the us.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,340,706$18,611,353▼ $3,729,353
Pledges and Grants Receivable$3,225,359$7,013,624▲ $3,788,265
Cash and Non-Interest-Bearing Accounts$3,444,566$6,732,496▲ $3,287,930
Land, Buildings, and Equipment, Net$2,190,907$3,767,000▲ $1,576,093
Prepaid Expenses and Deferred Charges$367,229$488,486▲ $121,257
Inventories for Sale or Use$59,895$124,176▲ $64,281
Savings and Temporary Cash Investments$26,759$2,898▼ $23,861
Total Assets$31,834,979$36,850,213▲ $5,015,234
Other Assets Total$179,558$110,180▼ $69,378
Liabilities
Accounts Payable and Accrued Expenses$2,574,222$2,091,615▼ $482,607
Total Liabilities$2,574,222$2,091,615▼ $482,607
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,793,441$26,091,214▲ $5,297,773
Net Assets With Donor Restrictions$8,467,316$8,667,384▲ $200,068
Total Net Assets Fund Balance$29,260,757$34,758,598▲ $5,497,841
Total Liabilities and Net Assets / Fund Balance$31,834,979$36,850,213▲ $5,015,234

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,835,927$772,908$2,608,835
Other Land Buildings$1,845,105$401,581$2,246,686
Leasehold Improvements$85,968$65,407$151,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob WoodPresident/chief ExecutiveFT$230,848$62,631$293,479
Arthur DelacruzChief Operating OfficerFT$236,473$31,971$268,444
Nicole CaposellaChief Developent OfficerFT$208,936$17,422$226,358
Raj KamacheeChief Information OfficerFT$185,644$40,152$225,796
Dane BarataChief Financial OfficerFT$187,047$27,651$214,698
Thomas HendersonChief Marketing OfficerFT$165,000$39,930$204,930
David BurkeVice President of Field OperatoinsFT$157,550$26,611$184,161

Board Members and Trustees

NameTitle
Adam MillerBoard Member
Bruce MoslerBoard Member
Christina ParkBoard Member
Christopher PerkinsBoard Member
Clayton DegiacintoBoard Member
Duncan NeiderauerBoard Member
Edward SassowerBoard Member
Joe MarcheseBoard Member
Jonathan SmidtBoard Member
Mary SolomanBoard Member
Michael SternBoard Member
Samuel GreenBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
WipfliTech Consulting ServicesPO BOX 3160, Milwaukee, WI 53201$1,237,227
12 Bravo Construction CompanyConstruction Services3908 3RD STREET, Pearland, TX 77581$741,921
Tradesmean International LLCStaffing Firm/temporary EmployeesPO BOX 677807, Dallas, TX 75267-7807$632,333
Cra Contructions LLCConstruction ServicesPO BOX 246, Pasdena, TX 77501-0246$147,025
-Project Mgt Consulting1476 LA JOLLA DRIVE, Thousand Oaks, CA 91362$109,480
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000,249
Program Service Revenue
$0
Investment Income
$635,082
Other Revenue
$779,282
All Other Contributions
$47,561,215
Change in Net Assets
$5,450,952

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Intellectual Property11$10,097,906Fair Market Value
Other Non Cash Contri Table1$3,079,448Fair Market Value
Other Non Cash Contri Table2$493,494Fair Market Value
Other Non Cash Contri Table11$408,343Fair Market Value
Other Non Cash Contri Table314$204,995Fair Market Value
Securities Publicly Traded14$98,356Fair Market Value
Total Noncash Contributions353$14,382,542-

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,414,613
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,748,030
Total Revenue per Audited Statements
$54,162,643
Total Revenue per Form 990
$51,414,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,430,147
Salaries, Compensation, and Employee Benefits$12,259,635
Total Fundraising Expense$2,661,035
Grants and Similar Amounts Paid$273,879
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$10,461,465-$74,753$10,536,218
Other Salaries and Wages$6,803,861$1,200,193$1,265,228$9,269,282
Advertising$3,811,061$97,426$135,975$4,044,462
Other Employee Benefits$1,035,517$182,663$192,562$1,410,742
Fees for Services Other$844,134$293,029$227,609$1,364,772
Office Expenses$1,130,565$82,289$86,945$1,299,799
Occupancy$624,862$161,075$83,127$869,064
Payroll Taxes$563,106$99,331$104,713$767,150
Depreciation Depletion$592,692$139,577$3,085$735,354
Current Officers, Directors, Trustees, and Key Employees$373,013$65,799$69,365$508,177
Pension Plan Contributions$223,351$39,399$41,534$304,284
Insurance$176,456$94,919-$271,375
All Other Expenses$107,177$3,742$148,952$259,871
Other Expenses$172,949$282$89$173,320
Conferences and Meetings$120,687$7,848$9,889$138,424
Grants to Domestic Individuals$137,000--$137,000
Grants to Domestic Orgs$81,435--$81,435
Foreign Grants$55,444--$55,444
Fees for Services Accounting-$45,750-$45,750
Total Functional Expenses$40,645,520$2,657,106$2,661,035$45,963,661

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$48,664,802
Expenses per Audited Statements$45,963,661
Total Expenses per Form 990$45,963,661
Expenses Not Reported on Form 990$2,701,141
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Atrium Health FoundationCharlotte, NC501(c)(3)Disaster Relief Programs$80,000

International Summary

Offices
0
Employees
763
Spending
$3,039,806

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central American and the CaribbeanProgram ServiceDisaster Relief0599$1,956,492
Sub-saharan AfricaProgram ServiceDisaster Relief089$746,591
South AmericaProgram ServiceDisaster Relief055$215,727
East Asia and PacificProgram ServiceDisaster Relief020$69,552
Europe (including Iceland & Greenland)Grants---$51,444
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$666,808
Fundraising Gross Income$88,600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ny Gala Fundraiser$2,083,288$77,350$281,519$-204,169
Dallas Gala Fundraiser$444,346$11,250$202,027$-190,777
Total Events$2,527,634$88,600$666,808$-578,208
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sarah LengerSister of the President/chief Executive Officer, Jake WoodThe Organiztion Paid Fees for Graphic Design ServicesNo$34,260
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

This question is not applicable since the organization does not have a committee with the authority to act on behalf of the board.

Form 990, Part VI, Section B, Line 11B

Copies of the 990 are distributed via email to its board members. Management asks that the board "approve", provide comments, ask questions by a set deadline.

Form 990, Part VI, Section B, Line 12C

The organization has a conflict of interest policy that applies to all employees and board members. Enforcement of the policy includes a requirement that all employees and board members annually disclose any conflicts by either reporting conflicts or confirming that no conflicts exist.

Form 990, Part VI, Section B, Line 15

Compensation of the president is subject to review and approval by the board of directors independently, without the participation of the interested person. The board uses comparability data to set the compensation of the president. Form 990, part vi, section b, line 15b: the board of directors review and approve the compensation of all members of management independently, without the participation of interested persons. The board uses comparability data to set the compensation.

Form 990, Part VI, Section C, Line 19

The organization makes the form 990 and its audited financial statements available via www.foundationcenter.org and www.teamrubiconusa.org. All other governing documents including the form 1023 are publicly available upon request.

Filing and Contact Details

Filer

Filer Name
Team Rubicon Inc
EIN
27-1720480
Phone
3106408787
Address
6171 W CENTURY BLVD NO 310, LOS ANGELES, CA 90045

Signing Officer

Name
Dane Barata
Title
Chief Financial Officer
Phone
3106408787
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Wood
Formed
2010
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
12
Employees
188
Volunteers
110,783

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

Team rubicon, inc. (team rubicon) is a non-profit international disaster response and humanitarian organization founded in 2010. Team rubicon's primary mission is providing disaster relief and recovery to those affected by natural disasters, across the united states and around the world. By pairing the skills and experiences of military veterans with first responders and technology solutions, team rubicon aims to provide the greatest service and impact possible. Through continued service via team rubicon, many veterans rediscover a sense of a purpose, community, and identity - three things many veterans lose after their military service ends. Team rubicon offers an avenue for veterans to continue serving as they transition from military to civilian life. They can also volunteer for leadership positions and other skills development opportunities which can be applicable outside of team rubicon. Expenses $19,223,951 including grants of $55,959 revenue $0

FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:

In the aftermath of a disaster team rubicon provides recovery services free of charge to affected homeowners, families, and communities. Services range from - but are not limited to - debris removal, muck-outs, chainsaw operations, heavy equipment work, demolition, expedient home repair, home rebuilds, incident management and coordination, damage assessments, route clearance, and disaster mapping. Additionally, team rubicon is verified by the world health organization (who) has an emergency medical team (emt) type-1 mobile capable unit. In 2019, team rubicon grew to 107,000 registered volunteers (70% military veterans) who have executed over 423 disasters operations, including large-scale events such as the 2010 haiti earthquake, superstorm sandy (2012), hurricane harvey (2017), hurricane florence and michael (2018), hurricane dorian (2019), and others. The cost to communities after large-scale disasters can be overwhelming for affected families, especially those without flood insurance. Team rubicon continues its long-term rebuild operations in places such as houston, tx, collier county, fl and puerto rico. Expenses $13,839,975 including grants of $217,000 revenue $0

FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:

Beyond disaster response and recovery, team rubicon invests in their volunteers and communities with disaster training education and relevant courses. Recruitment efforts for the organization focus on metropolitan centers across the united states, primarily in cities with a population larger than 100,000. With teams located across the us, team rubicon is able to quickly provide relief regardless of location or scale of a disaster. This focus on city-level recruitment has the added benefit of increasing the resiliency of local communities, creating a framework for team rubicon members, their families, and neighbors to prepare and respond to disasters together. The ability to continue to serve alongside like-minded individuals has substantial impact on team rubicon's veteran and civilian members alike, with 91% of members reporting a greater sense of purpose due to volunteering and a net promoter score of 79.8 team rubicon's commitments to financial and operational transparency have earned them high marks from charity watch groups, including a platinum rating from guidestar and a four-star rating from charity navigator. In coordination with several data and visualization partners, team rubicon also hosts the open initiative, an online data transparency dashboard available to the general public that provides real-time insight into key operational metrics and the overall health of the organization. The organization's work has been recognized by numerous awards, including, but not limited to, the 2019 nvoad member of the year award, cnn heroes, the classy awards, the heinz award, the grinnell prize, the manhattan institute, and the lincoln awards. Its work has also been covered by dozens of media outlets, including abc news, nbc, cnn, fox, msnbc, espn, the new york times, outside, time magazine, and others. Expenses $5,215,756 including grants of $0 revenue $0

FORM 990, PART III, LINE 4D, PROGRAM SERVICE ACCOMPLISHMENTS:

Other programs expenses $2,365,838 including grants of $0 revenue $0

Financial Statement Notes

PART X, LINE 2:

In accordance with the financial accounting standards board's (fasb) accounting standards codification topic 740, uncertainty in income taxes, team rubicon recognizes the impact of tax positions in the financial statements if that position is more likely than not to be sustained on audit, based on the technical merits of the position. During the year ended december 31, 2019, team rubicon performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which might have an effect on its tax-exempt status.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF MARKETING OFFICER
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IRS990/PensionPlanContributionsGrp/FundraisingAmt041534

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