2024-11-15T16:07:53-06:00 2023-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2023-01-01 271720480 TEAM RUBICON INC TEAM 3106408787 5230 PACIFIC CONCOURSE DRIVE 200 LOS ANGELES CA 90045 DANE BARATA CHIEF FINANCIAL OFFICER 3106408787 2024-11-15 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2024-11-15 2023 2024-10-15 13:58:12Z ARTHUR DELACRUZ 5230 PACIFIC CONCOURSE DRIVE 200 LOS ANGELES CA 90045 46107724 0 X WWW.TEAMRUBICONUSA.ORG X 2010 MN HUMANITARIAN AND CONVENTIONAL AID RESPONSES WITHIN AND OUTSIDE THE US. 11 9 227 175835 0 0 51843256 40538844 0 0 168423 592575 -564641 -780556 51447038 40350863 955362 445124 0 0 20392682 22491222 0 0 4754304 28206132 25012751 49554176 47949097 1892862 -7598234 56105832 46064879 14271356 11441036 41834476 34623843 X 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. 0 0 19980240 445124 RESPONSE (SEE SCHEDULE O) 12377474 RESILIENCY (SEE SCHEDULE O) 5176012 REBUILD (SEE SCHEDULE O) 37533726 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 183 0 1 227 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA AK AL CT KS MA NH NV OH OR RI SC WV AR CO DC FL GA HI IL KY ME MD MI MN MS NC ND NJ NM NY OK PA TN UT VA WA WI X X DANE BARATA 3106408787 5230 PACIFIC CONCOURSE SUITE 200 LOS ANGELES CA 90045 ARTHUR DELACRUZ PRESIDENT/CHIEF OPERATING OFFICER 55.00 0.00 X 398758 0 14857 NICOLE CAPOSSELA CHIEF DEVELOPMENT OFFICER 55.00 0.00 X 332483 0 34273 DANE BARATA CHIEF FINANCIAL OFFICER 55.00 0.00 X 318855 0 38947 DAVID BURKE CHIEF PROGRAM OFFICER 55.00 0.00 X 297445 0 31705 TIM NORMAN VICE PRESIDENT OF PEOPLE OPERATIONS 55.00 0.00 X 248175 0 31009 SHENG-TE YANG VICE PRESIDENT OF DATA & TECHNOLOGY 55.00 0.00 X 232583 0 26101 JEFF BYARD VICE PRESIDENT OF OPERATIONS 55.00 0.00 X 209130 0 33459 JACOB WOOD EXECUTIVE CHAIRMAN 10.00 0.00 X 0 0 0 ADAM MILLER BOARD MEMBER 2.00 0.00 X 0 0 0 CHRISTINA PARK BOARD MEMBER 2.00 0.00 X 0 0 0 CLAYTON DEGIACINTO BOARD MEMBER 2.00 0.00 X 0 0 0 JOE MARCHESE BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN PITTS BOARD MEMBER 2.00 0.00 X 0 0 0 JONATHAN SMIDT BOARD MEMBER 2.00 0.00 X 0 0 0 MARY SOLOMAN BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL STERN BOARD MEMBER 2.00 0.00 X 0 0 0 SAMUEL GREEN BOARD MEMBER 2.00 0.00 X 0 0 0 2037429 0 210351 7 0 1 0 SUPERIOR STAFFING LLC 5722 HICKORY PLAZA DRIVE STE C-1 NASHVILLE TN 37211 TEMP SERVICES 2478240 THE VANITY PROJECT LLC PO BOX 986528 BOSTON MA 022986528 CLOTHING 427685 WIPFLI LLP PO BOX 3160 MILWAUKEE WI 532013160 CONSULTING 408260 NEWBILL PAINTING & CONSTRUCTION 2301 YORKTOWN ST HOUSTON TX 77056 CONSTRUCTION 356525 SPRING STUDIOS NEW YORK LLC 6 ST JOHNS LANE NEW YORK NY 10013 PHOTOGRAPHY 290783 14 2491665 2523312 35523867 1679321 40538844 626884 626884 4500000 4534309 -34309 -34309 -34309 125699 2491665 997762 -872063 -872063 153418 224790 -71372 -71372 REBATES-REWARDS REVENUE 900099 162879 162879 162879 40350863 -71372 0 -116609 342500 342500 102624 102624 771417 527680 105546 138191 17635461 12063359 2412903 3159199 570843 390479 78103 102261 2156427 1475082 295045 386300 1357074 928293 185676 243105 111910 111910 2522031 1754186 637619 130226 1182421 1136167 32633 13621 1966979 1579782 335976 51221 73932 65042 8041 849 1687037 1198079 180398 308560 357862 340347 4508 13007 1175092 519865 632310 22917 1094947 790618 304329 FIELD EXPENSES 12086960 11862693 174552 49715 MEALS, GROCERIES, CATER 1858678 1767707 23414 67557 PLACEMENT & RECRUITING 193228 118935 48545 25748 EQUIPMENT REPAIRS & MAI 46848 38340 7696 812 654826 531948 81863 41015 47949097 37533726 5661067 4754304 9802062 3271360 290478 134767 9730850 10796178 241310 149353 1351625 985735 5575342 2394258 3672263 3181084 23456161 20201141 985733 7561083 6359528 56105832 46064879 3687372 2362542 8060672 2000000 2523312 0 0 7078494 14271356 11441036 X 22119550 18350373 19714926 16273470 41834476 34623843 56105832 46064879 X -7598234 522858 -135257 X X 0 1 X 1 0 X 50002559 56529766 39273718 51843256 40538884 238188183 50002559 56529766 39273718 51843256 40538884 238188183 17882414 220305769 618537 477588 220329 224273 626884 2167611 1313609 1113525 1069956 359586 162879 4019555 244375349 1275795 0.90150 0.86950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1227153 427945 799208 4348189 1966313 2381876 3181084 SECURITY DEPOSITS 96940 ROU ASSETS 6262588 6359528 LEASE LIABILITIES 7078494 7078494 X 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, 2023, 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. ANNUAL GALA 2617364 2491665 125699 339808 116979 540975 2617364 2491665 125699 339808 116979 540975 997762 -872063 1 THE ST BERNARD PROJECT 2645 TOULOUSE STREET NEW ORLEANS LA 70119 262189665 501(C)(3) 0 290000 DISASTER RELIEF PROGRAMS UNITED WAY OF COASTAL CAROLINA 601 BROAD STREET NEW BERN NC 28560 566017934 501(C)(3) 0 52500 DISASTER RELIEF PROGRAMS 2 CLAY HUNT FELLOWSHIP PROGRAM 39 102624 PART I, LINE 2: TEAM RUBICON FUNDS OTHER AFFILIATES AND NON PROFITS IN THE SAME SPACE. BECAUSE IT WORKS CLOSELY WITH THOSE ORGANIZATIONS, NO FORMAL REPORTING/FOLLOW UP IS REQUIRED. X X X X X X 0 0 0 0 0 0 0 1 0 ARTHUR DELACRUZ PRESIDENT/CHIEF OPERATING OFFICER 334777 0 63981 0 0 0 12808 0 2049 0 413615 0 0 0 NICOLE CAPOSSELA CHIEF DEVELOPMENT OFFICER 299756 0 32727 0 0 0 12790 0 21483 0 366756 0 0 0 DANE BARATA CHIEF FINANCIAL OFFICER 291272 0 27583 0 0 0 8581 0 30366 0 357802 0 0 0 DAVID BURKE CHIEF PROGRAM OFFICER 227500 0 69945 0 0 0 10254 0 21451 0 329150 0 0 0 TIM NORMAN VICE PRESIDENT OF PEOPLE OPERATIONS 232054 0 16121 0 0 0 9702 0 21307 0 279184 0 0 0 SHENG-TE YANG VICE PRESIDENT OF DATA & TECHNOLOGY 219810 0 12773 0 0 0 8380 0 17721 0 258684 0 0 0 JEFF BYARD VICE PRESIDENT OF OPERATIONS 191831 0 17299 0 0 0 8592 0 24867 0 242589 0 0 0 PART I, LINE 7 NON FIXED PAYMENTS INCLUDED DISCRETIONARY ANNUAL PERFORMANCE BASED BONUSES. THE BOARD APPROVES THE BONUS POOL EACH YEAR. SARAH LENGER SISTER OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER, JAKE WOOD 89930 THE ORGANIZTION PAID FEES FOR GRAPHIC DESIGN SERVICES 0 MARIAH KICK COUSIN OF THE CHAIRMAN OF THE BOARD, JAKE WOOD 15000 THE ORGANIZTION PAID FEES FOR GRAPHIC 0 X 39290 FAIR MARKET VALUE X 1 1014537 FAIR MARKET VALUE X 6 231487 FAIR MARKET VALUE X OTHER GOODS 3 149386 FAIR MARKET VALUE X SUPPLIES 2 144621 FAIR MARKET VALUE X GIFT CARDS 1 100000 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NONCASH CONTRIBUTIONS ARE LISTED BY NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: IN 2023, TEAM RUBICON GREW TO OVER 170,000 REGISTERED VOLUNTEERS, 53% OF WHOM ARE MILITARY VETERANS, WHO HAVE EXECUTED MORE THAN 1,000 DISASTER REPONSE OPERATIONS SINCE TR'S INCEPTION IN 2010. IN 2023 ALONE, MORE THAN 2,700 VOLUNTEER GREYSHIRTS COMPLETED 134 OPERATIONS ACROSS 260 COMMUNITIES, BOTH DOMESTIC AND INTERNATIONAL. FROM JANUARY TO DECEMBER, WE SERVED 28,785 INDIVIDUALS AROUND THE WORLD, INCLUDING THOSE AFFECTED BY HURRICANE IDALIA, THE SEVERE WILDFIRES IN MAUI, AND CYCLONE FREDDY IN MALAWI. OUR VETERAN-LED HUMANITARIAN VOLUNTEER BASE CONTINUES TO DELIVER CRITICAL RESPONSE SERVICES TO THOSE IMPACTED BY DISASTERS AND PROUDLY FACILITATED 5,730 VOLUNTEER DEPLOYMENTS TO COMMUNITIES IN 2023. 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 2023, TEAM RUBICON TRAINED 15,410 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. 84% OF VETERAN VOLUNTEER SURVEY RESPONDENTS AGREED THAT THEY LEARNED SKILLS WITH TEAM RUBICON IN 2023. 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 THE RECOVERY PROCESS BEGINS. TEAM RUBICON CONTINUES OUR LONG-TERM REBUILD SERVICES, WHICH REACH 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, FREE-OF-CHARGE TO HOMEOWNERS, UTILIZING RESILIENT BUILDING METHODS WHEREVER POSSIBLE. IN 2023, TEAM RUBICON CONTINUED ITS REBUILD EFFORTS IN TEXAS, LOUISIANA, ALABAMA, AND KENTUCKY FOLLOWING PREVIOUS YEARS' DISASTERS. OVERALL, 23 HOMES WERE REBUILT BY TEAM RUBICON AND LOCAL CONTRACTORS IN 2023, ALLOWING 43 FAMILY MEMBERS TO RETURN TO SAFE, HEALTHY HOMES AND CONTINUE RECOVERING FROM DISASTER. 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. FORM 990, PART XI, LINE 9: BAD DEBT -135,257. FORM 990, PART XII, LINE 2C: NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. TEAM RUBICON INTERNATIONAL LLC 5230 PACIFIC CONCOURSE DRIVE SUITE LOS ANGELES CA 90045 TO SERVE INTERNATIONAL COMMUNITIES EXPERIENCING DISASTERS DE 1406380 112571 TEAM RUBICON INC