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Nonprofiteer
← ROBISON FOUNDATION FR JEWISH ELDERS

Form 990 for tax year 2022

Filed by ROBISON FOUNDATION FR JEWISH ELDERS.

Totals

Total revenue
$1,771,160
Total expenses
$2,242,686
Contributions and grants received
$1,640,996
Grants paid
$1,842,538
Program service revenue
$0
Investment income
$199,540
Other revenue
-$69,376
Total assets, end of year
$11,079,912
Total liabilities, end of year
$1,972,561
Net assets or fund balances, end of year
$9,107,351
Program services expenses (Part IX)
$2,106,212
Management and general expenses
$136,474
Fundraising expenses
$0
Program service expenses (Part III)
$2,106,212

Program services were 93.9% 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

    $522,848

  • 1f · All other contributions, gifts and grants

    $1,118,148

  • 3 · Investment income

    total $274,782 · excluded $274,782

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

    securities $75,242

  • 7c · Gain or loss

    securities -$75,242

  • 7d · Net gain or loss

    total -$75,242 · excluded -$75,242

  • 8a · Fundraising events: gross income

    $5,050

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

    $522,848

  • 8b · Fundraising events: direct expenses

    $74,426

  • 8c · Net income from fundraising events

    total -$69,376 · excluded -$69,376

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,842,538 · program services $1,842,538

  • 11c · Fees: accounting

    total $5,978 · management and general $5,978

  • 11f · Fees: investment management

    total $56,929 · management and general $56,929

  • 11g · Fees: other

    total $263,674 · program services $263,674

  • 12 · Advertising and promotion

    total $34,830 · management and general $34,830

  • 13 · Office expenses

    total $12,631 · management and general $12,631

  • 14 · Information technology

    total $24,686 · management and general $24,686

  • 23 · Insurance

    total $612 · management and general $612

  • 24e · All other expenses

    total $808 · management and general $808

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $278,315 · end of year $398,207

  • 3 · Pledges and grants receivable

    beginning of year $253,658 · end of year $24,050

  • 4 · Accounts receivable

    beginning of year $183,000 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $4,844,935 · end of year $4,964,353

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $5,350

  • 11 · Investments: publicly traded securities

    beginning of year $5,452,701 · end of year $5,687,952

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,177 · end of year $19,783

  • 25 · Other liabilities

    beginning of year $1,721,540 · end of year $1,952,778

  • 27 · Net assets without donor restrictions

    beginning of year -$1,280,419 · end of year -$1,641,986

  • 28 · Net assets with donor restrictions

    beginning of year $10,555,311 · end of year $10,749,337

Mission and programs · 2022

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 $2,106,212 · Grants $1,842,538

As filed on the 2022 return.

Listed in Part VII

  • Steve Rallison

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ivan Gold

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeff Reingold

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • 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 Farcas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Fuson

    CEO

    Total calculated
    $281,852
    From this org
    $0
    From related orgs
    $252,624
    Other
    $29,228
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,624 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $21,800 related
    Nontaxable benefits
    $0 + $7,428 related
    Filer's total
    $0 + $281,852 related

  • Kathleen Thompson

    CFO

    Total calculated
    $198,056
    From this org
    $0
    From related orgs
    $198,056
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,306 related
    Bonus
    $0 + $2,750 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $198,056 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.

Disregarded entities

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

  • CLAY TOWER GP LLC

    TO OPERATE APARTMENT COMPLEX · OR · income $0 · assets $0

    Directly controlled by ROBISON JEWISH HOME

  • CSP-1200 GP LLC

    TO ACQUIRE & REHABILITATE PROPERTY · OR · income $0 · assets $0

    Directly controlled by ROBISON JEWISH HOME

  • CSP-PARK LEXINGTON GP LLC

    TO ACQUIRE & REHABILITATE PROPERTY · OR · income $0 · assets $0

    Directly controlled by ROBISON JEWISH HOME

Related partnerships

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

  • CEDAR SINAI PARK-CLAY TOWER APTS

    LOW INCOME HOUSING · OR

  • CSP-1200 LIMITED PARTNERSHIP

    LOW INCOME HOUSING · OR

  • CSP-PARK LEXINGTON LTD PARTNERSHIP

    LOW INCOME HOUSING · OR

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2024
IRS schema version
2022v5.0
Source object
202411279349303496

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