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Nonprofiteer
← ROBISON FOUNDATION FR JEWISH ELDERS

Form 990 for tax year 2023

Filed by ROBISON FOUNDATION FR JEWISH ELDERS.

Totals

Total revenue
$1,535,345
Total expenses
$1,369,831
Contributions and grants received
$1,100,949
Grants paid
$1,063,778
Program service revenue
$0
Investment income
$434,396
Other revenue
$0
Total assets, end of year
$11,667,741
Total liabilities, end of year
$2,112,876
Net assets or fund balances, end of year
$9,554,865
Program services expenses (Part IX)
$1,209,966
Management and general expenses
$159,865
Fundraising expenses
$0
Program service expenses (Part III)
$1,209,966

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,100,949

  • 3 · Investment income

    total $289,083 · excluded $289,083

  • 7b · Less cost or other basis and sales expenses

    securities -$145,313

  • 7c · Gain or loss

    securities $145,313

  • 7d · Net gain or loss

    total $145,313 · excluded $145,313

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,063,778 · program services $1,063,778

  • 11c · Fees: accounting

    total $5,725 · management and general $5,725

  • 11f · Fees: investment management

    total $65,114 · management and general $65,114

  • 11g · Fees: other

    total $146,188 · program services $146,188

  • 12 · Advertising and promotion

    total $35,373 · management and general $35,373

  • 13 · Office expenses

    total $20,113 · management and general $20,113

  • 14 · Information technology

    total $33,094 · management and general $33,094

  • 23 · Insurance

    total $446 · management and general $446

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $398,207 · end of year $466,548

  • 3 · Pledges and grants receivable

    beginning of year $24,050 · end of year $100,000

  • 7 · Other notes and loans receivable

    beginning of year $4,964,353 · end of year $4,534,632

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,350

  • 11 · Investments: publicly traded securities

    beginning of year $5,687,952 · end of year $6,566,561

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,783 · end of year $16,714

  • 25 · Other liabilities

    beginning of year $1,952,778 · end of year $2,096,162

  • 27 · Net assets without donor restrictions

    beginning of year -$1,641,986 · end of year -$1,907,332

  • 28 · Net assets with donor restrictions

    beginning of year $10,749,337 · end of year $11,462,197

Mission and programs · 2023

Mission

TO RECEIVE AND INVEST FUNDS IN ORDER TO PROVIDE FINANCIAL ASSISTANCE TO ROBISON JEWISH HOME, AN OREGON NONPROFIT CORPORATION PROVIDING ELDER CARE SERVICES.

Activities or mission (Part I)

TO RECEIVE AND INVEST FUNDS IN ORDER TO PROVIDE FINANCIAL ASSISTANCE TO THE ROBISON JEWISH HOME, AN OREGON NONPROFIT CORPORATION PROVIDING ELDER CARE SERVICES.

  • PROVIDE FINANCIAL ASSISTANCE TO ROBISON JEWISH HOME.

    Expenses $1,209,966 · Grants $1,063,778

As filed on the 2023 return.

Listed in Part VII

  • STEVE RALLISON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • IVAN GOLD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JEFF REINGOLD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ELISE BRICKNER-SCHULZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY EASTERN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHARON WEIL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ABE FARKAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY FUSON

    CEO

    Total calculated
    $258,861
    From this org
    $0
    From related orgs
    $247,578
    Other
    $11,283
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,578 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,268 related
    Nontaxable benefits
    $0 + $9,015 related
    Filer's total
    $0 + $258,861 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, and on a Form 990-PF Part VIII's — 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202531209349301983

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