JERRY RUBIN FOUNDATION FOR CANCER CARE

EIN: 863477976 501(c)(3) Health Care

MONTEREY, CA

Total Revenue
$386,762
Total Expenses
$270,239
Total Assets
$210,289
Net Assets
$210,289
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
CA
Principal Officer
VALERIA WAREHAM
Phone
8316424041
Tax Period
2024-01-01 to 2024-12-31

JERRY RUBIN FOUNDATION FOR CANCER CARE, founded in 2021, is a small nonprofit in the Health Care sector that reported $387K in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 30% operating margin.

Mission

THE FOUNDATION IS FORMED (I) TO PROVIDE FINANCIAL AND OTHER ASSISTANCE AND SUPPORT TO CANCER PATIENTS, INCLUDING, WITHOUT LIMITATION, PROGRAMS DESIGNED TO MEET THE PSYCHOLOGICAL AND EMOTIONAL NEEDS OF CANCER PATIENTS; (II) TO PROVIDE EDUCATIONAL PROGRAMS FOR MEDICAL PROFESSIONALS WITH RESPECT TO THE DIAGNOSIS, TREATMENT AND MANAGEMENT OF CANCER; (III) TO ESTABLISH COMMUNITY-BASED EDUCATIONAL INITIATIVES TO PROMOTE THE EARLY DETECTION OF CANCER AND AN INTEGRATED APPROACH TO CANCER TREATMENT; (IV) TO PROVIDE SUPPORT GROUPS FOCUSED ON CANCER PATIENTS, CAREGIVERS AND THE BEREAVED, AND (V) TO PROVIDE SUCH OTHER PROGRAMS AS WILL ASSIST CANCER PATIENTS DURING THEIR BATTLE WITH CANCER AND WITH END OF LIFE.

Program Service Accomplishments

Program 1
Expenses: $190,032 Revenue: $0

THE JERRY RUBIN FOUNDATION WAS ESTABLISHED IN DECEMBER 2021 TO ASSIST CANCER PATIENTS THROUGHOUT THEIR CANCER JOURNEY. ADDITIONALLY, IT IS STRUCTURED TO HELP PATIENTS WITH END-OF-LIFE CARE.THE...

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THE JERRY RUBIN FOUNDATION WAS ESTABLISHED IN DECEMBER 2021 TO ASSIST CANCER PATIENTS THROUGHOUT THEIR CANCER JOURNEY. ADDITIONALLY, IT IS STRUCTURED TO HELP PATIENTS WITH END-OF-LIFE CARE.THE FOUNDATION CONTINUES TO RECEIVE FINANCIAL SUPPORT FROM THE HOSPICE GIVING FOUNDATION. ADDITIONALLY, THE PHYSICIANS OF PACIFIC CANCER CARE DONATED $100,000 TO THE FOUNDATION. THERE ARE MULTIPLE MONTHLY DONATIONS COMING IN FROM THE COMMUNITY AND WE CONTINUE TO APPLY FOR ADDITIONAL GRANTS TO INCREASE OUR FUNDING FOR OUR PROGRAMS.THE HOSPICE FACILITY WE'VE DEVELOPED IS CALLED JERRY'S PLACE. THIS FACILITY OPENED IN DECEMBER 2022.WE'VE HAD 29 TOTAL RESIDENTS TO DATE: SEVENTEEN MALES AND TWELVE FEMALES. THE DIAGNOSES THE RESIDENTS HAVE HAD INCLUDE PARKINSONS, CANCER, HEART DISEASE, LEWY BODY, STROKE AND SEPSIS. REFERRALS HAVE COME FROM THREE LOCAL HOSPITALS AND SEVEN DIFFERENT HOSPICE AGENCIES. THE AGE RANGE OF THE RESIDENTS IS 52-95 YEARS OLD. THE AVERAGE LENGTH OF STAY AT JERRY'S PLACE IS 34.7 DAYS AND THERE HAVE BEEN TWO LIVE DISCHARGES FROM JERRY'S PLACE DUE TO EXTENDED PROGNOSIS. RESIDENTS OF JERRY'S PLACE HAVE ALL BEEN FROM MONTEREY COUNTY INCLUDING CARMEL VALLEY, KING CITY, MARINA, PACIFIC GROVE, SALINAS, SEASIDE AND WATSONVILLE.THE FOUNDATION HAS 2 EMPLOYEES TO OVERSEE THE OPERATIONS OF JERRY'S PLACE. THE EMPLOYEES ARE BOTH PART-TME AND HAVE INCREASED THEIR HOURS FROM 15+ PER WEEK EACH TO 20+ HOURS PER WEEK OVER THE PAST YEAR. WE HAVE A PROGRAM MANAGER WHO MEETS WITH ALL THE HOSPICE AGENCIES AND HOSPITALS REGARDING OUR SERVICES. THIS POSITION OVERSEES ALL INCOMING REFERRALS AND MANAGES ALL RESIDENT ADMISSIONS. THE SECOND POSITION IS A FOUNDATION SERVICES COORDINATOR. THIS POSITION DOES GRANT WRITING, MARKETING, AND HELPS THE PROGRAM MANAGER WITH EVENTS. BOTH POSITIONS ALSO SPEND TIME AT JERRY'S PLACE WITH THE PATIENTS AND THEIR FAMILIES.WE CONTINUE TO ACCEPT FINANCIAL ASSISTANCE APPLICATIONS FROM PATIENTS NEEDING HELP WITH FINANCES DURING ACTIVE TREATMENT. THEY CAN ACCESS UP TO $1,500 PER YEAR FOR BASIC LIVING EXPENSES. THESE FUNDS CANNOT BE USED FOR PAYMENT OF MEDICAL BILLS OR INSURANCE PREMIUMS. THE FOUNDATION AWARDED $6,478 IN FINANCIAL ASSISTANCE DURING 2024 FOR GROCERY AND GAS CARDS, RENT, UTILITIES AND TRANSPORTATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $386,737
Program Service Revenue $0
Investment Income $0
Other Revenue $25
TOTAL REVENUE $386,762

Expense Breakdown

Grants Paid $183,049
Salaries & Benefits $62,608
Fundraising Expenses $5,289
Program Expenses $190,032
Other Expenses $24,582
TOTAL EXPENSES $270,239

Year-over-Year Comparison

2024 2023 Change
Revenue $386,762 $210,808 +0.8%
Expenses $270,239 $172,726 +0.6%
Net Income $116,523 $38,082 +2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Governance

Voting Members
3
Independent Members
3
Employees
2
Volunteers
4

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN HAUSDORFF MD PRESIDENT 2.00
Officer Director
$0 $0 $0
ROGER SHIFFMAN MD VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
M ZACH KOONTZ MD TREAS/SECRETARY 2.00
Officer Director
$0 $0 $0
VALERIA WAREHAM EXECUTIVE DIR. 15.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $386,762 $270,239 $210,289 $116,523
2023 $210,808 $172,726 $93,766 $38,082
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