Civic Intelligence

Team Rubicon Inc

990 • Fiscal year 2020 • EIN 27-1720480

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

214 Man Street No 354El Segundo, CA 90245

(310) 640-8787

Siviq Scores

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

Liabilities / Assets

34th percentile

0.14x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.10x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

37th percentile

0.8%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$352,565

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Up

$40,707,997

Up $3,857,784 (+10%) from 2019

Net Assets

Up

$35,167,492

Up $408,894 (+1.2%) from 2019

Liabilities

Up

$5,540,505

Up $3,448,890 (+165%) from 2019

Revenue

Up

$57,480,500

Up $6,065,887 (+12%) from 2019

Expenses

Up

$57,031,181

Up $11,067,520 (+24%) from 2019

Net Income

Down

$449,319

Down $5,001,633 (-92%) from 2019

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

2020

Assets$40,707,997
Liabilities$5,540,505
Net Assets$35,167,492

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

2020

Revenue$57,480,500
Expenses$57,031,181
Net Income$449,319
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$58,141,870
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$18,611,353$18,941,188▲ $329,835
Cash and Non-Interest-Bearing Accounts$6,732,496$9,251,449▲ $2,518,953
Pledges and Grants Receivable$7,013,624$6,393,082▼ $620,542
Land, Buildings, and Equipment, Net$3,767,000$4,436,035▲ $669,035
Prepaid Expenses and Deferred Charges$488,486$1,054,604▲ $566,118
Inventories for Sale or Use$124,176$239,361▲ $115,185
Savings and Temporary Cash Investments$2,898$152,789▲ $149,891
Total Assets$36,850,213$40,707,997▲ $3,857,784
Other Assets Total$110,180$239,489▲ $129,309
Liabilities
Accounts Payable and Accrued Expenses$2,091,615$5,540,505▲ $3,448,890
Total Liabilities$2,091,615$5,540,505▲ $3,448,890
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$26,091,214$35,167,492▲ $9,076,278
Net Assets With Donor Restrictions$8,667,384$0▼ $8,667,384
Total Net Assets Fund Balance$34,758,598$35,167,492▲ $408,894
Total Liabilities and Net Assets / Fund Balance$36,850,213$40,707,997▲ $3,857,784

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,935,285$988,049$3,923,334
Other Land Buildings$1,427,770$1,265,608$2,693,378
Leasehold Improvements$72,980$105,771$178,751
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob WoodCo Founder /chief ExecutiveFT$264,837$87,728$352,565
Arthur DelacruzPresident/chief Operating OfficerFT$260,444$55,765$316,209
Nicole CaposselaChief Developent OfficerFT$218,541$56,587$275,128
Raj KamacheeChief Information OfficerFT$207,692$51,090$258,782
Dane BarataChief Financial OfficerFT$197,658$56,779$254,437
David BurkeSVP Programs and Field OpearationsFT$177,693$29,735$207,428
Nicole GreenVP Territory OperationsFT$148,305$27,770$176,075

Board Members and Trustees

NameTitle
Adam MillerBoard 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$1,183,377
Underscore Films LLCFilm Production11256 NEBRASKA AVENUE, Los Angeles, CA 90025$217,893
Causemic LLCConsulting ServicesPO BOX 11781, Portland, OR 97211$200,000
Havas Pr North AmericaPr Agency200 MADISON AVENUE 9TH FLOOR, New York, NY 10018$162,012
Armed Forces Roofing & ConstructionConstruction Services2527 PURPLE HORSE DRIVE, League City, TX 77573$123,340
Revenue and Support

Revenue Composition

Contributions and Grants
$56,115,707
Program Service Revenue
$0
Investment Income
$547,935
Other Revenue
$816,858
All Other Contributions
$52,721,562
Change in Net Assets
$449,319

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 Property10$10,419,049Fair Market Value
Other Non Cash Contri Table1$6,698,408Fair Market Value
Other Non Cash Contri Table9$385,276Fair Market Value
Other Non Cash Contri Table2$345,881Fair Market Value
Securities Publicly Traded45$223,463Fair Market Value
Other Non Cash Contri Table1$106,150Fair Market Value
Total Noncash Contributions68$18,178,227-

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,480,500
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,134,320
Total Revenue per Audited Statements
$63,614,820
Total Revenue per Form 990
$57,480,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,404,056
Salaries, Compensation, and Employee Benefits$17,276,005
Total Fundraising Expense$3,741,915
Grants and Similar Amounts Paid$1,351,120
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,977,287$1,300,400$2,019,570$13,297,257
Information Technology$10,865,562$643,420$327,168$11,836,150
Advertising$8,431,749$17,820$279,242$8,728,811
Fees for Services Other$1,204,875$1,460,882$284,178$2,949,935
Other Employee Benefits$1,446,779$188,567$292,852$1,928,198
Depreciation Depletion$1,103,255$16,278-$1,119,533
Office Expenses$962,665$29,531$13,994$1,006,190
Payroll Taxes$741,985$96,707$150,190$988,882
Grants to Domestic Orgs$929,864--$929,864
Occupancy$610,148$75,414$85,097$770,659
Current Officers, Directors, Trustees, and Key Employees$455,450$59,361$92,191$607,002
Pension Plan Contributions$341,148$44,464$69,054$454,666
Foreign Grants$421,256--$421,256
Insurance$373,732$595-$374,327
Conferences and Meetings$154,492$3,209$403$158,104
All Other Expenses-$43,706$33,937$77,643
Other Expenses$47,905$2,575$1,125$51,605
Fees for Services Accounting-$47,750-$47,750
Total Functional Expenses$48,934,270$4,354,996$3,741,915$57,031,181

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$63,205,926
Expenses per Audited Statements$57,031,181
Total Expenses per Form 990$57,031,181
Expenses Not Reported on Form 990$6,174,745
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Atrium Health FoundationCharlotte, NC501(c)(3)Disaster Relief Programs-
The St Bernard ProjectNew Orleans, LA501(c)(3)Disaster Relief Programs-

International Summary

Offices
0
Employees
8
Spending
$590,160

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
North AmericaGrants-00$221,157
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrants-00$200,000
Central American and the CaribbeanProgram ServiceDisaster Relief08$168,904
East Asia and the PacificGrants-00$99
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$389,408
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$3,394,145-$355,967-
Total Events$3,394,145-$389,408$-389,408
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$49,507
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
214 MAN STREET NO 354, EL SEGUNDO, CA 90245

Signing Officer

Name
Dane Barata
Title
Chief Financial Officer
Phone
3106408787
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Wood
Formed
2010
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
11
Employees
207
Volunteers
138,721

Preparer

Firm
Green Hasson & Janks Llp
Address
700 SOUTH FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4C, 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 disasters, across the united states and around the world. By pairing the skills and experiences of military veterans with first responders and civilian volunteers, team rubicon aims to provide the greatest service and impact possible. Team rubicon serves a dual impact: through this continued service, 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.

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

In the immediate 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) as an emergency medical team (emt) type-1 mobile capable unit. In 2020, team rubicon expanded services to include response to the covid-19 pandemic. This year alone, the organization launched 360 operations, a 300% increase from 2019. Team rubicon also grew to over 135,000 registered volunteers (70% military veterans) who have executed over 800 disasters operations since 2010, including large-scale events such as the 2010 haiti earthquake, superstorm sandy (2012), hurricane harvey (2017), hurricane dorian (2019), hurricanes laura and delta (2020) 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 houston, tx, and launched a new rebuild in lake charles, ca and orange, tx in response to hurricanes laura and delta.

FORM 990, PART III, LINE 4B, 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. 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 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.

Financial Statement Notes

PART X, LINE 2:

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, 2020, 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/PersonNm2MARY SOLOMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL STERN
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IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF DEVELOPENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP PROGRAMS AND FIELD OPEARATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP TERRITORY OPERATIONS
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IRS990/MembersOrStockholdersInd00
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IRS990/MissionDesc0TEAM 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.
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01054604
IRS990/PrincipalOfficerNm0JACOB WOOD

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