Civic Intelligence

Robison Jewish Home

EIN 93-0386852 • 501(c)3 • Portland, OR

View Organization Page

Profile

To provide residential and community-based care to our elders and infirm with services that allow them to live with comfort, independence and dignity in a manner and in an environment based on jewish values.

Refreshing map…

1618 SW 1st Ave Ste 350Portland, OR 97201

www.cspark.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.51x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

1.20x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

16th percentile

-10%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$258,861

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

15th percentile

-4.6%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-8.9%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$43,889,390

Down $6,286,836 (-13%) from 2023

Liabilities

Down

$807,470

Down $23,672,582 (-97%) from 2023

Net Assets

Up

$43,081,920

Up $17,385,746 (+68%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin16th percentile

Revenue

Down

$4,458,156

Down $17,641,791 (-80%) from 2023

Expenses

Down

$6,687,130

Down $18,485,983 (-73%) from 2023

Net Income

Up

-$2,228,974

Up $844,192 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $24,631,816Liabilities 2010: $9,313,474Net Assets 2010: $15,318,3422010Assets 2011: $27,944,830Liabilities 2011: $9,228,335Net Assets 2011: $18,716,4952011Assets 2012: $28,447,177Liabilities 2012: $9,209,677Net Assets 2012: $19,237,5002012Assets 2013: $31,311,814Liabilities 2013: $9,746,017Net Assets 2013: $21,565,7972013Assets 2014: $33,215,404Liabilities 2014: $10,463,620Net Assets 2014: $22,751,7842014Assets 2015: $34,821,411Liabilities 2015: $9,487,726Net Assets 2015: $25,333,6852015Assets 2016: $50,626,687Liabilities 2016: $8,281,780Net Assets 2016: $42,344,9072016Assets 2017: $61,313,092Liabilities 2017: $21,583,142Net Assets 2017: $39,729,9502017Assets 2018: $60,516,897Liabilities 2018: $26,317,395Net Assets 2018: $34,199,5022018Assets 2019: $57,694,615Liabilities 2019: $27,493,319Net Assets 2019: $30,201,2962019Assets 2020: $58,903,101Liabilities 2020: $29,546,172Net Assets 2020: $29,356,9292020Assets 2021: $56,916,516Liabilities 2021: $26,749,454Net Assets 2021: $30,167,0622021Assets 2022: $54,945,637Liabilities 2022: $26,176,297Net Assets 2022: $28,769,3402022Assets 2023: $50,176,226Liabilities 2023: $24,480,052Net Assets 2023: $25,696,1742023Assets 2024: $43,889,390Liabilities 2024: $807,470Net Assets 2024: $43,081,9202024

Highlighted filing

2024

Assets$43,889,390
Liabilities$807,470
Net Assets$43,081,920
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $16,541,9582010Expenses 2011: $17,138,9722011Expenses 2012: $17,442,8492012Revenue 2013: $20,704,104Expenses 2013: $17,656,594Net Income 2013: $3,047,5102013Revenue 2014: $20,660,725Expenses 2014: $19,724,296Net Income 2014: $936,4292014Revenue 2015: $22,566,072Expenses 2015: $19,963,518Net Income 2015: $2,602,5542015Revenue 2016: $26,856,855Expenses 2016: $18,836,309Net Income 2016: $8,020,5462016Revenue 2017: $15,902,826Expenses 2017: $18,244,131Net Income 2017: -$2,341,3052017Revenue 2018: $17,097,107Expenses 2018: $22,400,497Net Income 2018: -$5,303,3902018Revenue 2019: $21,291,955Expenses 2019: $25,290,161Net Income 2019: -$3,998,2062019Revenue 2020: $22,674,545Expenses 2020: $23,518,912Net Income 2020: -$844,3672020Revenue 2021: $24,370,432Expenses 2021: $23,560,299Net Income 2021: $810,1332021Revenue 2022: $22,843,587Expenses 2022: $24,241,309Net Income 2022: -$1,397,7222022Revenue 2023: $22,099,947Expenses 2023: $25,173,113Net Income 2023: -$3,073,1662023Revenue 2024: $4,458,156Expenses 2024: $6,687,130Net Income 2024: -$2,228,9742024

Highlighted filing

2024

Revenue$4,458,156
Expenses$6,687,130
Net Income-$2,228,974
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,889,390
Liabilities
$807,470
Net assets
$43,081,920
Revenue
$4,458,156
Expenses
$6,687,130
Net income
-$2,228,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.9$0.81$43.1$4.46$6.69$2.23
2023Summary only. Only limited summary data is available for this year.$50.2$24.5$25.7$22.1$25.2$3.07
2022Summary only. Only limited summary data is available for this year.$54.9$26.2$28.8$22.8$24.2$1.40
2021Detailed filing. Detailed filing data is available for this year.$56.9$26.7$30.2$24.4$23.6$0.81
2020Detailed filing. Detailed filing data is available for this year.$58.9$29.5$29.4$22.7$23.5$0.84
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.7$27.5$30.2$21.3$25.3$4.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.5$26.3$34.2$17.1$22.4$5.30
2017Detailed filing. Detailed filing data is available for this year.$61.3$21.6$39.7$15.9$18.2$2.34
2016Detailed filing. Detailed filing data is available for this year.$50.6$8.28$42.3$26.9$18.8$8.02
2015Detailed filing. Detailed filing data is available for this year.$34.8$9.49$25.3$22.6$20.0$2.60
2014Detailed filing. Detailed filing data is available for this year.$33.2$10.5$22.8$20.7$19.7$0.94
2013Summary only. Only limited summary data is available for this year.$31.3$9.75$21.6$20.7$17.7$3.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$9.21$19.2$17.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$9.23$18.7$17.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$9.31$15.3$16.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$35,322,454
Mission and Program Overview

Mission

To provide residential and community-based care to our elders and infirm with services that allow them to live with comfort, independence and dignity in a manner and in an environment based on jewish values.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$97,037$28,877,069▲ $28,780,032
Other Notes and Loans Receivable, Net$7,197,510$7,033,862▼ $163,648
Accounts Receivable$2,340,166$3,518,383▲ $1,178,217
Land, Buildings, and Equipment, Net$32,490,734$1,944,034▼ $30,546,700
Cash and Non-Interest-Bearing Accounts$741,137$1,388,616▲ $647,479
Savings and Temporary Cash Investments$1,513,421$1,016,154▼ $497,267
Investments Program Related$749,200--
Inventories for Sale or Use$190,602--
Prepaid Expenses and Deferred Charges$458,898$110,772▼ $348,126
Total Assets$47,886,395$43,889,390▼ $3,997,005
Other Assets Total$2,107,690$500▼ $2,107,190
Liabilities
Tax Exempt Bond Liabilities$16,750,521$0▼ $16,750,521
Mortgage Notes Payable Secured by Investment Property$4,547,526$0▼ $4,547,526
Other Liabilities$586,775$464,440▼ $122,335
Accounts Payable and Accrued Expenses$2,342,643$343,030▼ $1,999,613
Escrow Account Liability$5,866$0▼ $5,866
Total Liabilities$24,233,331$807,470▼ $23,425,861
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,885,479$43,081,920▲ $20,196,441
Net Assets With Donor Restrictions$767,585$0▼ $767,585
Total Net Assets Fund Balance$23,653,064$43,081,920▲ $19,428,856
Total Liabilities and Net Assets / Fund Balance$47,886,395$43,889,390▼ $3,997,005

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,944,034-$1,944,034
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Steve RallisonChair/presidnet
David HirschVice President
Michael FevesVice President
Michael MillenderVice President
Alison GarfinkleTrustee
Eddy ShuldmanTrustee
Felicia RosenthalTrustee
Howard GraitzerTrustee
Jaimie HarperTrustee
Jeff ReingoldTrustee
Magot PearmineTrustee
Marc GoldringTrustee
Marvin KaiserTrustee
Michelle GradowTrustee
Mylen ShenkerTrustee
Myra FoxTrustee
Rabbi Michael CahanaTrustee
Kimberly FusonCEO
Josh Erde-wollheimSecretary
Conrad MyersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,089
Program Service Revenue
$3,288,921
Investment Income
$-514,854
Other Revenue
$1,619,000
All Other Contributions
$2,500
Change in Net Assets
$-2,228,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,867,263
Other Expenses$2,819,867
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,325,052--$3,325,052
Depreciation Depletion$646,470--$646,470
Other Employee Benefits$302,947--$302,947
Payroll Taxes$239,264--$239,264
Fees for Services Legal-$218,078-$218,078
Interest$183,503--$183,503
Insurance$107,140--$107,140
Other Expenses$79,653$719,898-$79,653
Advertising$46,154$16,361-$62,515
Fees for Services Accounting-$34,839-$34,839
Travel-$4,051-$4,051
Fees for Services Other-$651-$651
Total Functional Expenses$5,693,252$993,878$0$6,687,130
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable$464,440
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Any person may become a member of the robison jewish home by paying the dues set by the board of trustees.”

Form 990, Part VI, Section A, Line 7A

“The members of the organization will elect approximately one third of the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“The return is prepared by an independent cpa and is reviewed with the finance committee prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Robison Jewish Home
EIN
93-0386852
Phone
5039743849
Address
1618 SW 1ST AVE STE 350, PORTLAND, OR 97201

Signing Officer

Name
Sonia Marie Leikam
Title
CEO
Phone
5039743849
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonia Marie Leikam
Formed
1920
Legal Domicile
Or
Voting Board Members
19
Independent Board Members
19
Employees
283
Volunteers
83

Preparer

Firm
Eag Affordable Housing LLC
Address
3595 GRANDVIEW PARKWAY STE 500, BIRMINGHAM, AL 35243
Preparer
Joel T Mcdowell CPA
Phone
2058221010
Supplemental Narrative

Additional Explanations

"CHANGE IN ACCOUNTING PERIOD" EXPLANATION:

“The organization has changed its annual accounting period from fiscal year ending june 30th to calendar year ending decemeber 31st. The short tax period began july 1st, 2024 and ended december 31st, 2024. The reason for this change the calendar year reporting period aligns more adequately with the entity's current activity. This change is reported on form 990 for the short period, and "change in accounting period" is noted at the top of the return.”

Financial Statement Notes

PART X, LINE 2:

“The corporation recognizes the tax benefit from uncertain tax positions, if any, only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlements. The corporation recognized interest accrued and penalties related to tax matters in administrative expenses. The corporation had no unrecognized tax benefits at december 31, 2024. No interest and penalties were accrued for the year ended december 2024. The corporation files an exempt organization return in the u.s. Federal jurisdiction.”

Raw XML AppendixShowing 400 of 674 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc01. ASSIST OUR JEWISH ELDERLY AND INFIRM LIVING IN THE GREATER PORTLAND AREA IN OBTAINING THE SERVICES THEY NEED TO ENABLE THEM TO LIVE WITH COMFORT, INDEPENDENCE, AND DIGNITY AND TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS.2. PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND SENSE OF PURPOSE.3. PROVIDE SAFE, SANITARY, AND AFFORDABLE HOUSING FOR LOW-INCOME PERSONS AND FAMILIES (INCLUDING INDIVIDUALS WHO ARE ELDERLY OR PHYSICALLY HANDICAPPED).
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