Civic Intelligence

Team Rubicon Inc

990 • Fiscal year 2021 • EIN 27-1720480

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

5230 Pacific Concourse Drive 200Los Angeles, CA 90045

(310) 640-8787

Siviq Scores

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

Liabilities / Assets

40th percentile

0.12x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.14x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

54th percentile

14%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$337,417

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

57th percentile

13%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-30%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$45,866,738

Up $5,158,741 (+13%) from 2020

Net Assets

Up

$40,133,908

Up $4,966,416 (+14%) from 2020

Liabilities

Up

$5,732,830

Up $192,325 (+3.5%) from 2020

Revenue

Down

$40,257,630

Down $17,222,870 (-30%) from 2020

Expenses

Down

$34,582,538

Down $22,448,643 (-39%) from 2020

Net Income

Up

$5,675,092

Up $5,225,773 (+1163%) from 2020

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

2021

Assets$45,866,738
Liabilities$5,732,830
Net Assets$40,133,908

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

2021

Revenue$40,257,630
Expenses$34,582,538
Net Income$5,675,092
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$41,443,792
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$18,941,188$23,142,696▲ $4,201,508
Cash and Non-Interest-Bearing Accounts$9,251,449$8,736,471▼ $514,978
Pledges and Grants Receivable$6,393,082$7,404,727▲ $1,011,645
Land, Buildings, and Equipment, Net$4,436,035$4,658,901▲ $222,866
Prepaid Expenses and Deferred Charges$1,054,604$1,308,125▲ $253,521
Inventories for Sale or Use$239,361$333,196▲ $93,835
Savings and Temporary Cash Investments$152,789$171,566▲ $18,777
Total Assets$40,707,997$45,866,738▲ $5,158,741
Other Assets Total$239,489$111,056▼ $128,433
Liabilities
Accounts Payable and Accrued Expenses$5,540,505$3,209,518▼ $2,330,987
Unsecured Notes Loans Payable-$2,523,312-
Total Liabilities$5,540,505$5,732,830▲ $192,325
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,167,492$25,574,097▼ $9,593,395
Net Assets With Donor Restrictions-$14,559,811-
Total Net Assets Fund Balance$35,167,492$40,133,908▲ $4,966,416
Total Liabilities and Net Assets / Fund Balance$40,707,997$45,866,738▲ $5,158,741

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,601,505$1,298,034$4,899,539
Other Land Buildings$785,846$2,178,792$2,964,638
Leasehold Improvements$271,550$144,079$415,629
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur DelacruzPresident/chief Operating OfficerFT$287,360$50,057$337,417
Nicole CaposselaChief Development OfficerFT$233,369$56,332$289,701
Lorey ZlotnickChief Marketing OfficerFT$227,962$55,607$283,569
Dane BarataChief Financial OfficerFT$211,965$61,889$273,854
Raj KamacheeChief Information OfficerFT$219,012$47,893$266,905
Jacob WoodExecutive ChairmanPT$171,197$90,973$262,170
David BurkeChief Program OfficerFT$200,805$35,277$236,082
Markis NicholsonVP of People OperationsFT$202,891$24,227$227,118

Board Members and Trustees

NameTitle
Adam MillerBoard Member
Christina ParkBoard Member
Clayton DegiacintoBoard Member
Joe MarcheseBoard Member
John PittsBoard Member
Jonathan SmidtBoard Member
Mary SolomanBoard Member
Michael SternBoard Member
Samuel GreenBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Wipfli LLPTech Consulting ServicesPO BOX 3160, Milwaukee, WI 53201$760,614
Moonlab Productions LLCEvent Services2110 MAIN STREET SUITE 201, Santa Monica, CA 90405$634,663
Media Storm LLCMarketing, Ad, Pr ServicesPO BOX 321, Norwalk, CT 06856$416,644
Newbill Painting And ConstructionConstruction Services2301 YORKTOWN STREET, Houston, TX 77056$184,425
Mb Home SolutionsConstruction Services727 RYAN ROAD, Lake Charles, CA 70601$155,037
Revenue and Support

Revenue Composition

Contributions and Grants
$39,273,718
Program Service Revenue
$0
Investment Income
$241,204
Other Revenue
$742,708
All Other Contributions
$34,991,453
Change in Net Assets
$5,675,092

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
Other Non Cash Contri Table4$438,893Fair Market Value
Other Non Cash Contri Table3$247,936Fair Market Value
Other Non Cash Contri Table1$90,288Fair Market Value
Securities Publicly Traded5$1,011Fair Market Value
Total Noncash Contributions13$778,128-

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,905,619
Revenue Not Reported on Financial Statements
$-647,989
Revenue Not Reported on Form 990
$32,077,458
Other Revenue Adjustments
$-647,989
Total Revenue per Audited Statements
$72,983,077
Total Revenue per Form 990
$40,257,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,046,888
Other Expenses$15,532,943
Total Fundraising Expense$3,909,978
Grants and Similar Amounts Paid$1,002,707
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,377,473$1,274,639$2,025,524$13,677,636
Other Employee Benefits$1,463,625$179,774$285,677$1,929,076
Information Technology$938,593$488,687$253,135$1,680,415
Depreciation Depletion$1,196,641$93,377-$1,290,018
Advertising$1,140,039$22,608$16,072$1,178,719
Payroll Taxes$824,493$101,271$160,928$1,086,692
Occupancy$688,494$195,421$33,195$917,110
Current Officers, Directors, Trustees, and Key Employees$662,696$81,397$129,348$873,441
All Other Expenses-$84,249$450,778$535,027
Insurance$299,373$209,726-$509,099
Foreign Grants$500,000--$500,000
Pension Plan Contributions$364,217$44,736$71,090$480,043
Grants to Domestic Orgs$350,000--$350,000
Fees for Services Other$41,798$201,529$48,865$292,192
Office Expenses$67,352$64,363$106,523$238,238
Conferences and Meetings$188,584$1,948$4,973$195,505
Grants to Domestic Individuals$152,707--$152,707
Fees for Services Accounting-$47,300-$47,300
Other Expenses$23,644$1,136$588$25,368
Total Functional Expenses$27,453,304$3,219,256$3,909,978$34,582,538

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$68,016,661
Expenses per Audited Statements$34,582,538
Total Expenses per Form 990$34,582,538
Expenses Not Reported on Form 990$33,434,123
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The St Bernard ProjectNew Orleans, LA501(c)(3)Disaster Relief Programs$350,000

International Summary

Offices
0
Employees
0
Spending
$1,877,971

International Compliance

Foreign grant records maintained
Yes
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 Relief00$952,930
North America - Canada and Mexico, But Not the United StatesGrants to Recipients Located in the Region-00$500,000
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServiceDisaster Relief00$345,206
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServiceDisaster Relief00$46,084
North America - Canada and Mexico, But Not the United StatesProgram ServiceDisaster Relief00$20,429
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServiceDisaster Relief00$13,322
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$647,989
Fundraising Gross Income$121,450
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$4,403,715$121,450$515,528$-394,078
Total Events$4,403,715$121,450$647,989$-526,539
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$30,615
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
5230 PACIFIC CONCOURSE DRIVE 200, LOS ANGELES, CA 90045

Signing Officer

Name
Dane Barata
Title
Chief Financial Officer
Phone
3106408787
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Wood
Formed
2010
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
9
Employees
213
Volunteers
156,571

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 4B, PROGRAM SERVICE ACCOMPLISHMENTS:

Beyond disaster response and recovery, team rubicon invests in their volunteers and communities with disaster training education and relevant courses. This year in california alone we trained over 1,460 volunteers in fire mitigation tactics so they can be better prepared to take on mitgation efforts themselves in the future. Recruitment efforts for the organization continue to 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.

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

In 2021, team rubicon grew to over 150,000 registered volunteers (65% military veterans) who have executed hundreds of 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. This year alone we completed over 200 operations and served over 170 communities both domestically and internationally. We assisted over 21,500 individuals across 20 different types of hazards, including the 2021 haiti earthquake, winter storm uri, tennessee flooding and the midwest tornados. Our veteran-led volunteers continued to step up and deliver services in new waysincluding to continued covid vaccination efforts from 2020 and distributing more than 8.3 million items to afghan families resettling across the u.s.

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

Team rubicon supports the community in all parts of the disaster cycle. We continue our long-term rebuild program, which reaches beyond the immediate response phase of the disaster cycle and into the recovery phase to get homeowners back into their homes as quickly as possible. We provide safe and stable homes, utilizing resilient building methods wherever possible. Team rubicon continues its rebuild operations in houston, tx, and lake charles, ca and orange, tx in response to hurricanes laura and delta. We launched a new rebuild operation in selma, al in response to hurricane zeta and the multiple tornados that hit the area.

FORM 990, PART XI, LINE 9:

Bad debt expense -500,000.

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, 2021, 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.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Reallocation of special events expenses -647,989.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Reallocation of special events expenses 647,989. Bad debt expense 500,000.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE CHAIRMAN
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