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Nonprofiteer
← OREGON JEWISH COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by OREGON JEWISH COMMUNITY FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 5 August 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

  • Elizabeth (Libby) Schwartz
  • Susan Menashe

Listed only on the later return

  • Elizabeth Libby Schwartz
  • Susan Manashe

Listed under a different title

  • Shari Levinson: TRUSTEE then TRUSTEE (THROUGH AUGUST 2023)

Totals

Total revenue
$8,375,688
Total expenses
$6,446,042
Contributions and grants received
$4,050,737
Grants paid
$5,133,752
Program service revenue
$353,569
Investment income
$3,988,511
Other revenue
-$17,129
Total assets, end of year
$112,781,493
Total liabilities, end of year
$43,078,987
Net assets or fund balances, end of year
$69,702,506
Program services expenses (Part IX)
$5,433,627
Management and general expenses
$932,932
Fundraising expenses
$79,483
Program service expenses (Part III)
$5,433,627

Program services were 84.3% 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.

  • 1c · Fundraising events

    $130,177

  • 1f · All other contributions, gifts and grants

    $3,920,560

  • 1g · Noncash contributions included above

    $3,425,154

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $353,569 · related or exempt $353,569

  • 3 · Investment income

    total $1,708,786 · excluded $1,708,786

  • 7a · Gross sales of assets other than inventory

    securities $16,843,573

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

    securities $14,563,848

  • 7c · Gain or loss

    securities $2,279,725

  • 7d · Net gain or loss

    total $2,279,725 · excluded $2,279,725

  • 8a · Fundraising events: gross income

    $3,456

  • 8a · Fundraising events: contributions included on line 1c

    $130,177

  • 8b · Fundraising events: direct expenses

    $20,585

  • 8c · Net income from fundraising events

    total -$17,129 · excluded -$17,129

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,005,696 · program services $5,005,696

  • 2 · Grants to domestic individuals

    total $128,056 · program services $128,056

  • 5 · Compensation of officers, directors and key employees

    total $386,235 · program services $62,250 · management and general $276,734 · fundraising $47,251

  • 7 · Other salaries and wages

    total $291,063 · program services $94,720 · management and general $196,343

  • 8 · Pension plan contributions

    total $19,239 · program services $5,811 · management and general $13,428

  • 9 · Other employee benefits

    total $38,771 · program services $11,430 · management and general $27,341

  • 10 · Payroll taxes

    total $48,384 · program services $11,464 · management and general $33,980 · fundraising $2,940

  • 11f · Fees: investment management

    total $76,097 · management and general $76,097

  • 11g · Fees: other

    total $111,754 · program services $33,314 · management and general $69,895 · fundraising $8,545

  • 12 · Advertising and promotion

    total $16,426 · program services $3,892 · management and general $11,536 · fundraising $998

  • 13 · Office expenses

    total $29,950 · program services $7,096 · management and general $21,034 · fundraising $1,820

  • 16 · Occupancy

    total $44,788 · program services $10,611 · management and general $31,455 · fundraising $2,722

  • 17 · Travel

    total $10,214 · program services $2,420 · management and general $7,173 · fundraising $621

  • 19 · Conferences, conventions and meetings

    total $60,272 · program services $14,280 · management and general $42,329 · fundraising $3,663

  • 22 · Depreciation, depletion and amortization

    total $8,276 · program services $1,961 · management and general $5,812 · fundraising $503

  • 23 · Insurance

    total $22,045 · program services $5,223 · management and general $15,482 · fundraising $1,340

  • 24e · All other expenses

    total $148,776 · program services $35,403 · management and general $104,293 · fundraising $9,080

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $159,155 · end of year $231,567

  • 2 · Savings and temporary cash investments

    beginning of year $3,849,580 · end of year $4,377,682

  • 4 · Accounts receivable

    beginning of year $750 · end of year $2,495

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,075 · end of year $32,130

  • 10a · Land, buildings and equipment: cost or other basis

    $130,462

  • 10b · Land, buildings and equipment: accumulated depreciation

    $104,626

  • 10c · Land, buildings and equipment, net

    beginning of year $25,594 · end of year $25,836

  • 11 · Investments: publicly traded securities

    beginning of year $94,357,899 · end of year $102,996,715

  • 13 · Investments: program-related

    beginning of year $262,606 · end of year $1,674,625

  • 15 · Other assets

    beginning of year $3,337,104 · end of year $3,440,443

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,205 · end of year $71,534

  • 18 · Grants payable

    beginning of year $1,381,794 · end of year $1,029,655

  • 25 · Other liabilities

    beginning of year $38,413,287 · end of year $41,977,798

  • 27 · Net assets without donor restrictions

    beginning of year $60,591,414 · end of year $67,998,983

  • 28 · Net assets with donor restrictions

    beginning of year $1,594,063 · end of year $1,703,523

Mission and programs · 2023

Mission

TO BUILD AND PROMOTE A CULTURE OF GIVING IN OREGON AND SW WASHINGTON THAT SUPPORTS A THRIVING JEWISH COMMUNITY NOW AND FOR GENERATIONS TO COME.

Activities or mission (Part I)

TO PROVIDE RESOURCES FOR THE JEWISH COMMUNITY IN OREGON AND SOUTHWEST WASHINGTON

  • PROVIDED FINANCIAL SUPPORT FOR ORGANIZATIONS THAT PROMOTE EDUCATIONAL, CULTURAL, HEALTH, RELIGIOUS, AND SOCIAL NEEDS OF THE JEWISH COMMUNITY

    Expenses $5,433,627 · Grants $5,133,752 · Revenue $353,569

As filed on the 2023 return.

Listed in Part VII

  • Josh Frankel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Emily Kahn

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Glass

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Singer

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Richard Glassman

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Steven Kaufman

    VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Glen Levy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mia Birk

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Walker Clark

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joel Greenblum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shari Levinson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jason Kaufman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Susan Menashe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lindsay Krivosha

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sharon Morell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Benjamin Ariff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Arlene Cogen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lisa Fasolo Frishman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Eve Posen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ann Sacks

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Gradow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian Suher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth (Libby) Schwartz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nate Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Diane Rankin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Forman

    PRESIDENT/CEO

    Total calculated
    $212,977
    From this org
    $212,977
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,129
    Bonus
    $6,258
    Other
    $10,590
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $212,977

  • Laurie Kays

    FINANCE DIRECTOR

    Total calculated
    $143,602
    From this org
    $143,602
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

PART I, LINE 3
AN EXECUTIVE COMMITTEE WILL RECOMMEND TO THE BOARD A COMPENSATION PROGRAM FOR THE PRESIDENT/CEO BASED ON RESULTS OF A COMPENSATION SURVEY OR STUDY.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OJCF BLUE HOUSE LLC

    TO HOLD REAL ESTATE · OR · income $8,076 · assets $210,000

  • OJCF-ASPEN ACROSS THE STREET LLC

    TO HOLD REAL ESTATE · OR · income $0 · assets $1,452,625

  • OJCF HOLDINGS I LLC

    TO RECEIVE AND LIQUIDATE REAL ESTATE CONTRIBUTIONS · OR · income $0 · assets $0

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202541289349302754

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

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