Rubio Foundation

Nonprofit profile at a glance

EIN: 842638306
IRS 990-EZ coverage: 2020–2023
Forms available: Form 990-EZ 2023, Form 990-N 2019
Location: Sacramento, CA, USA
Rating: 84
Verdict: STRONG
Rating confidence: Moderate
Sector: Public, Society Benefit N.E.C.

Reported finances

Revenue: $5,000
Expenses: $9,970
Assets: $734

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

Erica Jacquez (President)
Sylvia Rubio (Vice President & Treasurer)
Susana Flores (Executive Director)

People named in this filing

Erica Jacquez (President)
Sylvia Rubio (Vice President & Treasurer)
Ana Estevez (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Improving the quality of life for all by providing educational opportunities ethical leadership development civic engagement and sustainable economic growth to disenfranchised communities and future generations.

What it reported doing in 2023

Women Inspiring The Next Generation of Sisterhood Seminar. Free seminar aimed at empowering young women to become future leaders.

Operating model

Revenue model: Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model: Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

Financial Efficiency: 86
Transparency & Controls: 100
Sustainability: 13
Growth: 0

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 100%; rating input score 100
Program expense ratio: 62.3%; rating input score 62

Transparency & Controls

Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
Major donor itemization: Yes; rating input score 100

Sustainability

Operating margin: -99.4%; rating input score 8; 8th percentile among comparable filings
Total-asset coverage ratio: 0.07; rating input score 9; 9th percentile among comparable filings
Liabilities to assets ratio: Limited
Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

Program expense growth: -56.9% per year; rating input score 0; 7th percentile among comparable filings
Revenue growth: -59.3% per year; rating input score 0; 5th percentile among comparable filings
Asset growth: -29.6% per year; rating input score 0; 7th percentile among comparable filings

Details

Where the money goes: 100% of revenue deployed · 62.3% of spending went to programs
Governance: Filed governance answers
Accomplishments: 1 filed program accomplishment · $6K in reported program spending
Leadership: top reported pay $0 · 4 people listed
Consistency: 6 of 6 current checks pass
Schedules: 3 filed schedules
Filing history: 4 filing years from 2020 to 2023
Contacts: How to reach this organization
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

High — Sustainability: Operating margin scored 8/100.
High — Growth: Program expense growth scored 0/100.
High — Growth: Revenue growth scored 0/100.
High — Sustainability: Total-asset coverage ratio scored 9/100.
High — Growth: Asset growth scored 0/100.
Review — Sustainability: Officer compensation ratio scored 56/100.