Robison Foundation for Jewish Elders: FY2022 Nonprofit Profile & Form 990 (EIN 04-3774565)

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 by fiscal year
FY2020	$2.1M
FY2021	$2.3M
FY2022	$2.5M
FY2023	$2.2M
FY2024	$1.4M
FY2024	$515K
FY2025	$294K

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

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

Part of a larger organization · Schedule R

Robison Foundation for Jewish Elders files its own Form 990, but Schedule R discloses 5 related entities — figures on this page are for this EIN only, not the whole group.

Cedar Sinai Park-Clay Tower Apts · Csp-1200 Limited Partnership · Csp Kehillah Housing · Csp-Park Lexington Ltd Partnership + 1 more · see all

Combined filings · FY2022 · 3 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is 8% of group revenue.

Group revenue

$24.9M

Group expenses

$26.9M

Group net assets

$40.9M

Csp Kehillah Housing · $114K rev · $2.9M net assets

Robison Jewish Home · $22.8M rev · $28.8M net assets

Where the money goes

95 cents of each dollar spent went to programs.

95%

Program services 95% · $2.3M Management & general 5% · $134K

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

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII

Elise Brickner-Schulz

President

$0Pt VII · Sec A

Ivan Gold

Vice President

$0Pt VII · Sec A

Jeff Reingold

Secretary

$0Pt VII · Sec A

Bev Eastern

Trustee

$0Pt VII · Sec A

Abe Farkas

Trustee

$0Pt VII · Sec A

Sharon Weil

Trustee

$0Pt VII · Sec A

Kimberly Fuson

CEO

$0Pt VII · Sec A

Kathleen Thompson

CFO

$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.

Questions for Robison Foundation for Jewish Elders

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Provided by the organization

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1 program · $2.3M · in their own filed words · FY2021

01

Provide financial assistance to robison jewish home.

$2.3Mprogram expense

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 FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$2.0M

Ln 12

Gifts and grantsLn 1h$1.7M

Investment incomeLn 3$308K

Money outPt IX

$2.5M

Ln 25

Programscol B$2.3M

Managementcol C$134K

Owns and owesPt X

$9.3M

net assets · Ln 32

Cash and savingsLn 1–2$278K

Total assetsLn 16$11.0M

LiabilitiesLn 26$1.7M

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.7M

Noncash giftsLn 1g$3K

Fundraising eventsLn 1c$527K

Investment incomeLn 3$308K

Gains on assetsLn 7$54K

Total revenueLn 12$2.0M

Assets in detailPt X, end of year

CashLn 1$278K

Cash and savings togetherLn 1–2$278K

InvestmentsLn 11–13$5.5M

Other assetsLn 15$0

Total assetsLn 16$11.0M

LiabilitiesLn 26$1.7M

Net assetsLn 32$9.3M

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

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$340K	$278K
InvestmentsLn 11–13	$4.8M	$5.5M
Total assetsLn 16	$11.8M	$11.0M
LiabilitiesLn 26	$1.2M	$1.7M
Net assetsLn 32	$10.6M	$9.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$2.1M	$2.1M
Accounting feesLn 11c	$6K		$6K
Investment management feesLn 11f	$56K		$56K
Other fees for servicesLn 11g	$235K	$235K
Advertising and promotionLn 12	$44K		$44K
Office expensesLn 13	$16K		$16K
Information technologyLn 14	$8K		$8K
InsuranceLn 23	$270		$270
All other expensesLn 24e	$3K		$3K
Total functional expensesLn 25	$2.5M	$2.3M	$134K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
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 Viewing	$2.0M	$2.5M	−$472K	$9.3M	990 PDF
FY2021	$2.1M	$2.3M	−$188K	$10.6M	990 PDF
FY2020	$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 FY2022 990 (6 parts)

Part I · Summary $1,979,937 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,788,301$1,698,160

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $373,889$308,148

I-11 Other revenuePrior year −$18,833−$26,371

I-12 Total revenuePrior year $2,143,357$1,979,937

I-13 Grants and similar amounts paidPrior year $1,917,911$2,082,903

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $413,315$369,083

I-18 Total expensesPrior year $2,331,226$2,451,986

I-19 Revenue less expensesPrior year −$187,869−$472,049

Part VI · Governance 6 of 6 board members independent, 4 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $1,979,937 across 8 lines filed

VIII-1c Fundraising events$527,201

VIII-1f All other contributions, gifts and grants$1,170,959

VIII-1g Noncash contributions (included above)$2,920

VIII-1h Total contributions, gifts and grants$1,698,160

VIII-3 Investment incomeExcluded from tax $254,237$254,237

VIII-7 Net gain or loss on sales of assetsExcluded from tax $53,911$53,911

VIII-8 Net income from fundraising eventsExcluded from tax −$26,371−$26,371

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $281,777$1,979,937

Part IX · Statement of functional expenses $2,451,986 across 9 lines filed

IX-1 Grants to domestic organizationsPrograms $2,082,903$2,082,903

IX-11c Accounting feesManagement $6,460$6,460

IX-11f Investment management feesManagement $55,680$55,680

IX-11g Other fees for servicesPrograms $235,167$235,167

IX-12 Advertising and promotionManagement $44,398$44,398

IX-13 Office expensesManagement $15,544$15,544

IX-14 Information technologyManagement $8,433$8,433

IX-23 InsuranceManagement $270$270

IX-24e All other expensesManagement $3,131$3,131

IX-25 Total functional expensesPrograms $2,318,070 · Management $133,916 · Fundraising $0$2,451,986

Part X · Balance sheet $11,012,609 assets, 13 lines filed

Asset lines not itemized here account for $4,844,935; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $340,207$278,315

X-3 Pledges and grants receivableStart of year $14,459$253,658

X-4 Accounts receivableStart of year $162,500$183,000

X-11 Publicly traded securitiesStart of year $4,824,000$5,452,701

X-15 Other assetsStart of year $222,927$0

X-16 Total assetsStart of year $11,831,059$11,012,609

X-17 Accounts payable and accrued expensesStart of year $24,736$16,177

X-25 Other liabilitiesStart of year $1,206,307$1,721,540

X-26 Total liabilitiesStart of year $1,231,043$1,737,717

X-27 Net assets without donor restrictionsStart of year −$972,234−$1,280,419

X-28 Net assets with donor restrictionsStart of year $11,572,250$10,555,311

X-32 Total net assets or fund balancesStart of year $10,600,016$9,274,892

X-33 Total liabilities and net assetsStart of year $11,831,059$11,012,609

Part XI · Reconciliation of net assets $9,274,892 net assets at year end

XI-1 Total revenue$1,979,937

XI-2 Total expenses$2,451,986

XI-3 Revenue less expenses−$472,049

XI-4 Net assets at start of year$10,600,016

XI-5 Net unrealized gains (losses) on investments−$853,075

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$9,274,892

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Robison Foundation for Jewish Elders FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Robison Foundation for Jewish Elders

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV

Robison Foundation for Jewish Elders FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Robison Foundation for Jewish Elders

Funders

Grants

Related Organizations

By the numbers

Filing history

Schedules filed Part IV