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Robison Foundation for Jewish Elders FY2020 filing

Tax-deductible

Portland, OR501(c)(3)Since 2004HousingEIN 04-3774565

To enhance the lives of elders in our jewish community by supporting their social, spiritual and physical well-being

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1.5M a year · 46% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $73K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$835K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
Spent
$2.1M
To programs
95%
Net assets
$10.4M
By yearFY2020–FY2025
Revenue
$2.1M
FY2020
Revenue by fiscal year
FY2020$2.1M
FY2021$2.1M
FY2022$2.0M
FY2023$1.8M
FY2024$1.5M
FY2024$293K
FY2025$10.3M
Expenses
$2.1M
FY2020
Expenses by fiscal year
FY2020$2.1M
FY2021$2.3M
FY2022$2.5M
FY2023$2.2M
FY2024$1.4M
FY2024$515K
FY2025$294K
Net assets
$10.4M
FY2020
Net assets by fiscal year
FY2020$10.4M
FY2021$10.6M
FY2022$9.3M
FY2023$9.1M
FY2024$9.6M
FY2024$9.4M
FY2025$22.2M

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $2.0M Management & general 3% · $69K Fundraising 2% · $38K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Abe Farkas
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Ivan Gold
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Robison Foundation for Jewish Elders executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Invests funds to financially assist elder care services at Robison Jewish Home.

Provided by the organization

This section is blank until Robison Foundation for Jewish Elders claims this page.

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1 program service account for $2.0M of program spending, described in the organization's own filed words · FY2019.
01

Provide financial assistance to robison jewish home.

$2.0Mprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Oregon Jewish Community FoundationFY2024$73K
Total grants receivedfrom 1 funder$73K
Grants paid · 6 grants · $9.0M · 2019–2024
Robison Jewish HomeOR · FY2024$318,682
Robison Jewish HomeOR · FY2023$1,063,778
Robison Jewish HomeOR · FY2022$1,842,538
Robison Jewish HomeOR · FY2021$2,082,903
Robison Jewish HomeOR · FY2020$1,917,911
Robison Jewish HomeOR · FY2019$1,782,665

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$310K
Money outPt IX
$2.1M
Ln 25
Programscol B$2.0M
Managementcol C$69K
Fundraisingcol D$38K
Owns and owesPt X
$10.4M
net assets · Ln 32
Cash and savingsLn 1–2$718K
Total assetsLn 16$11.2M
LiabilitiesLn 26$835K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$310K
Gains on assetsLn 7$33K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$718K
Cash and savings togetherLn 1–2$718K
InvestmentsLn 11–13$3.7M
Other assetsLn 15$498K
Total assetsLn 16$11.2M
LiabilitiesLn 26$835K
Net assetsLn 32$10.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$97K$718K
InvestmentsLn 11–13$3.7M$3.7M
Total assetsLn 16$10.9M$11.2M
LiabilitiesLn 26$578K$835K
Net assetsLn 32$10.3M$10.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.8M$1.8M
Investment management feesLn 11f$39K$39K
Other fees for servicesLn 11g$203K$203K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$19K$19K
Information technologyLn 14$6K$6K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$39K$952$38K
Total functional expensesLn 25$2.1M$2.0M$69K$38K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.3M$294K$10.0M$22.2M 990 PDF
FY2024 $1.5M$1.4M$166K$9.6M 990 PDF
FY2023 $1.8M$2.2M−$472K$9.1M 990 PDF
FY2022 $2.0M$2.5M−$472K$9.3M 990 PDF
FY2021 $2.1M$2.3M−$188K$10.6M 990 PDF
FY2020 Viewing $2.1M$2.1M$55K$10.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $2,147,492 across 5 lines filed
VIII-1f All other contributions, gifts and grants$1,837,030
VIII-1h Total contributions, gifts and grants$1,837,030
VIII-3 Investment incomeExcluded from tax $277,336$277,336
VIII-7 Net gain or loss on sales of assetsExcluded from tax $33,126$33,126
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $310,462$2,147,492
Part IX · Statement of functional expenses $2,092,834 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $1,782,665$1,782,665
IX-11f Investment management feesManagement $38,535$38,535
IX-11g Other fees for servicesPrograms $202,734$202,734
IX-12 Advertising and promotionManagement $3,412$3,412
IX-13 Office expensesManagement $19,308$19,308
IX-14 Information technologyManagement $5,564$5,564
IX-23 InsuranceManagement $1,420$1,420
IX-24 Other expenses (24a–d)Management $952 · Fundraising $38,244$39,196
IX-25 Total functional expensesPrograms $1,985,399 · Management $69,191 · Fundraising $38,244$2,092,834
Part X · Balance sheet $11,237,596 assets, 14 lines filed
Asset lines not itemized here account for $6,114,281; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $97,091$718,108
X-3 Pledges and grants receivableStart of year $0$31,360
X-4 Accounts receivableStart of year $0$150,001
X-9 Prepaid expenses and deferred chargesStart of year $1,118$186
X-11 Publicly traded securitiesStart of year $3,674,752$3,725,219
X-15 Other assetsStart of year $484,806$498,441
X-16 Total assetsStart of year $10,858,441$11,237,596
X-17 Accounts payable and accrued expensesStart of year $9,432$15,903
X-25 Other liabilitiesStart of year $568,979$819,171
X-26 Total liabilitiesStart of year $578,411$835,074
X-27 Net assets without donor restrictionsStart of year −$388,489−$594,255
X-28 Net assets with donor restrictionsStart of year $10,668,519$10,996,777
X-32 Total net assets or fund balancesStart of year $10,280,030$10,402,522
X-33 Total liabilities and net assetsStart of year $10,858,441$11,237,596
Part XI · Reconciliation of net assets $10,402,522 net assets at year end
XI-1 Total revenue$2,147,492
XI-2 Total expenses$2,092,834
XI-3 Revenue less expenses$54,658
XI-4 Net assets at start of year$10,280,030
XI-5 Net unrealized gains (losses) on investments$67,834
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,402,522

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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