Civic Intelligence

Team Rubicon Inc

990 • Fiscal year 2022 • EIN 27-1720480

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

51st percentile

0.25x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.28x

Higher debt load relative to revenue than 45% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

43rd percentile

3.7%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$395,316

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Up

$56,105,832

Up $10,239,094 (+22%) from 2021

Net Assets

Up

$41,834,476

Up $1,700,568 (+4.2%) from 2021

Liabilities

Up

$14,271,356

Up $8,538,526 (+149%) from 2021

Revenue

Up

$51,447,038

Up $11,189,408 (+28%) from 2021

Expenses

Up

$49,554,176

Up $14,971,638 (+43%) from 2021

Net Income

Down

$1,892,862

Down $3,782,230 (-67%) from 2021

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

2022

Assets$56,105,832
Liabilities$14,271,356
Net Assets$41,834,476

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

2022

Revenue$51,447,038
Expenses$49,554,176
Net Income$1,892,862
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$53,124,774
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$23,142,696$23,456,161▲ $313,465
Cash and Non-Interest-Bearing Accounts$8,736,471$9,802,062▲ $1,065,591
Pledges and Grants Receivable$7,404,727$9,730,850▲ $2,326,123
Land, Buildings, and Equipment, Net$4,658,901$3,672,263▼ $986,638
Prepaid Expenses and Deferred Charges$1,308,125$1,351,625▲ $43,500
Savings and Temporary Cash Investments$171,566$290,478▲ $118,912
Inventories for Sale or Use$333,196$241,310▼ $91,886
Total Assets$45,866,738$56,105,832▲ $10,239,094
Other Assets Total$111,056$7,561,083▲ $7,450,027
Liabilities
Mortgage Notes Payable Secured by Investment Property-$8,060,672-
Accounts Payable and Accrued Expenses$3,209,518$3,687,372▲ $477,854
Unsecured Notes Loans Payable$2,523,312$2,523,312→ $0
Total Liabilities$5,732,830$14,271,356▲ $8,538,526
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,574,097$22,119,550▼ $3,454,547
Net Assets With Donor Restrictions$14,559,811$19,714,926▲ $5,155,115
Total Net Assets Fund Balance$40,133,908$41,834,476▲ $1,700,568
Total Liabilities and Net Assets / Fund Balance$45,866,738$56,105,832▲ $10,239,094

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,193,675$3,174,185$4,367,860
Equipment$1,564,717$1,595,317$3,160,034
Leasehold Improvements$913,871$289,499$1,203,370
Other Assets Org$7,444,451--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur DelacruzPresident/chief Operating OfficerFT$325,504$69,812$395,316
Nicole CaposselaChief Development OfficerFT$272,722$59,541$332,263
David BurkeChief Program OfficerFT$240,490$91,709$332,199
Dane BarataChief Financial OfficerFT$228,511$56,296$284,807
Jeff ByardVice President of OperationsFT$186,904$39,415$226,319
Zachary Brooks-millerSenior Director of Tr InternationalFT$164,919$25,680$190,599
Dipali MehtaSenior Director of FinanceFT$163,163$25,712$188,875
Jacob WoodExecutive ChairmanPT$89,069$28,569$117,638

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
Superior Staffing LLCTemp Services5722 HICKORY PLAZA DRIVE STE C-1, Nashville, TN 37211$1,175,672
Moonlab Productions LLCMarketing And Promotion5630 VENICE BLVD, Los Angeles, CA 90019$456,619
Fragas RemodelingRebuild Contractors5445 WINFREE ST, Beaumont, TX 77705$234,040
Vaco LLCTemp Services5501 VIRGINIA WAY SUITE 120, Brentwood, TN 37027$232,434
Leapros Workforce SolutionsTemp Services2150 POINT BLVD SUITE 800, Elgin, IL 60123$194,955
Revenue and Support

Revenue Composition

Contributions and Grants
$51,843,256
Program Service Revenue
$0
Investment Income
$168,423
Other Revenue
$-564,641
All Other Contributions
$47,308,722
Change in Net Assets
$1,892,862

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
Securities Publicly Traded13$386,218Fair Market Value
Other Non Cash Contri Table1$275,000Fair Market Value
Food Inventory1$257,003Fair Market Value
Other Non Cash Contri Table2$120,862Fair Market Value
Other Non Cash Contri Table1$110,372Fair Market Value
Clothing and Household Goods-$85,536Fair Market Value
Other Non Cash Contri Table3$2,284Fair Market Value
Total Noncash Contributions21$1,237,275-

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,447,038
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$60,305,490
Total Revenue per Audited Statements
$111,752,528
Total Revenue per Form 990
$51,447,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,206,132
Salaries, Compensation, and Employee Benefits$20,392,682
Total Fundraising Expense$4,695,540
Grants and Similar Amounts Paid$955,362
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,685,393$1,670,576$2,420,807$15,776,776
Fees for Services Other$1,367,853$840,275$581,316$2,789,444
Other Employee Benefits$1,558,319$222,782$322,829$2,103,930
Office Expenses$1,579,809$458,908$60,851$2,099,568
Depreciation Depletion$804,984$619,635$14,476$1,439,095
Occupancy$1,050,801$161,020$225,252$1,437,073
Advertising$1,068,264$27,062$99,468$1,194,794
Payroll Taxes$875,845$125,213$181,445$1,182,503
All Other Expenses$613,329$392,772$58,973$1,065,074
Grants to Domestic Orgs$851,212--$851,212
Insurance$724,241$93,210-$817,451
Current Officers, Directors, Trustees, and Key Employees$590,876$84,474$122,410$797,760
Pension Plan Contributions$393,824$56,302$81,587$531,713
Conferences and Meetings$306,524$2,541$8,564$317,629
Information Technology$192,718$33,649$4,343$230,710
Grants to Domestic Individuals$104,150--$104,150
Other Expenses$48,513$12,698$1,639$62,850
Fees for Services Accounting-$62,450-$62,450
Total Functional Expenses$39,674,941$5,183,695$4,695,540$49,554,176

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$110,051,960
Expenses Not Reported on Form 990$60,497,784
Expenses per Audited Statements$49,554,176
Total Expenses per Form 990$49,554,176
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$450,000
Health Equity InternationalNewton, MA501(c)(3)Disaster Relief Programs$351,212
UnicefNew York, NY501(c)(3)Disaster Relief Programs$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$945,243
Fundraising Gross Income$121,729
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$4,656,263$121,729$541,314$-419,585
Total Events$4,656,263$121,729$945,243$-823,514
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$67,273
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
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Delacruz
Formed
2010
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
9
Employees
223
Volunteers
168,473

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 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

In 2022, team rubicon grew to over 160,000 registered volunteers, 65% of whom are military veterans, who have executed more than 1,000 disaster reponse operations since tr's inception in 2010. This year alone, 8,624 volunteer greyshirts completed 118 operations across 140 communities, both domestic and international. From january to december, we served 23,575 individuals around the world, including those affected by hurricanes ian and fiona, the severe flooding in kentucky, and the multiple tornadoes that struck the southern u.s. At the end of the year. Our veteran-led humanitarian volunteer base continues to deliver critical response services to those impacted by disasters and proudly contributed 358,565 volunteer hours to our cause in 2022.

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

Beyond disaster response and recovery, team rubicon invests in our volunteers and communities through disaster training, education, and relevant courses. In 2022, team rubicon trained 35,953 individuals through in-person and online courses, creating more deployable and highly skilled greyshirts. With teams located across the u.s., 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 was recognized by industry peers for our impact this year and was honored with the oustanding achievement award at the national hurricane conference in 2022. This award is given to an organization that demonstrates "innovative achievement in any hurricane-related activity, which may serve as a model to others". Team rubicon's commitment to financial and operational transparency also continues, with the organization receiving positive recognition again from charity watch groups, including a platinum rating from guidestar and a four-star rating from charity navigator.

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

Team rubicon supports communities in all phases of the disaster cycle including after the initial damage, when recovery begins. Team rubicon continues 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. In 2022, team rubicon continued its rebuild operations in houston, tx, in lake charles, la and orange, tx in response to hurricanes laura and delta, and in selma, al in response to hurricane zeta. We also conducted a rebuild operation in haines, ak following typhoon merbok, and we began planning future operations in kentucky in response to the devastating 2021 tornadoes. Overall, 27 homes were completed through our rebuild program this year, allowing 55 family members to return to safe, healthy homes and continue recovering from disaster.

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, 2022, 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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