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← RUBICON INSURANCE COMPANY

Form 990 for tax year 2023

Filed by RUBICON INSURANCE COMPANY.

Totals

Total revenue
$4,817,509
Total expenses
$15,323,850
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$15,175,622
Management and general expenses
$148,228
Fundraising expenses
$0
Program service expenses (Part III)
$15,175,622

Program services were 99.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHANIE GRAHAM

    DIRECTOR

    Total calculated
    $1,239,460
    From this org
    $0
    From related orgs
    $1,089,093
    Other
    $150,367
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $939,093 related
    Bonus
    $0 + $150,000 related
    Other
    $0
    Deferred
    $0 + $133,000 related
    Nontaxable benefits
    $0 + $17,367 related
    Filer's total
    $0 + $1,239,460 related

  • CRAIG A JOHNSON

    PRESIDENT & DIRECTOR UNTIL 6/3/23

    Total calculated
    $1,095,255
    From this org
    $0
    From related orgs
    $1,062,156
    Other
    $33,099
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,156 related
    Bonus
    $0 + $640,000 related
    Other
    $0
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $99 related
    Filer's total
    $0 + $1,095,255 related

  • AMANDA DISTEL

    TREASURER

    Total calculated
    $641,410
    From this org
    $0
    From related orgs
    $596,647
    Other
    $44,763
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,647 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $11,763 related
    Filer's total
    $0 + $641,410 related

  • DANIEL DURACK

    DIRECTOR

    Total calculated
    $389,920
    From this org
    $0
    From related orgs
    $345,253
    Other
    $44,667
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,013 related
    Bonus
    $0
    Other
    $0 + $240 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $11,667 related
    Filer's total
    $0 + $389,920 related

  • LUKE FIGORA

    PRESIDENT & DIRECTOR BEG 6/15/23

    Total calculated
    $631,736
    From this org
    $0
    From related orgs
    $578,885
    Other
    $52,851
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $553,645 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $240 related
    Deferred
    $0 + $32,800 related
    Nontaxable benefits
    $0 + $20,051 related
    Filer's total
    $0 + $631,736 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS TO A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN OF A RELATED ORGANIZATION, NORTHWESTERN UNIVERSITY, DURING THE YEAR AS FOLLOWS: CRAIG JOHNSON- $900,000. THE ENTIRE AMOUNT WAS FORFEITED IN 2023 BEFORE IT WAS VESTED AFTER THE POSITION WAS VACATED, AND AS SUCH IS NOT INCLUDED IN THE REPORTED AMOUNTS ON SCHEDULE J PART II. STEPHANIE GRAHAM- $100,000. THIS AMOUNT IS INCLUDED IN THE REPORTED AMOUNT ON SCHEDULE J PART II.
SCHEDULE J PART 1 LINE 3
THE ORGANIZATION RELIED ON THE METHODS OF ESTABLISHING COMPENSATION FOR THE ORGANIZATION'S PRESIDENT EMPLOYED BY NORTHWESTERN UNIVERSITY (EIN: 36-2167817). NORTHWESTERN UNIVERSITY USES THE FOLLOWING METHODS TO ESTABLISH SUCH COMPENSATION: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349307070

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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