OREGON JEWISH COMMUNITY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

DAVID FORMAN

Phone

5032489328

Tax Period

2024-07-01 to 2025-06-30

OREGON JEWISH COMMUNITY FOUNDATION, founded in 1990, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $16.8M in total revenue in fiscal year 2024. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.2M, a strong 43% operating margin.

Mission

TO BUILD AND PROMOTE A CULTURE OF GIVING IN OREGON AND SOUTHWEST WASHINGTON THAT SUPPORTS A THRIVING JEWISH COMMMUNITY NOW AND FOR GENERATIONS TO COME.

Program Service Accomplishments

Program 1

Expenses: $8,502,492 Revenue: $371,908

OREGON JEWISH COMMUNITY FOUNDATION PROVIDED PHILANTHROPIC SERVICES, PRIMARILY FOR ORGANIZATIONS THAT PROMOTE EDUCATIONAL, CULTURAL, HEALTH, RELIGIOUS, AND COMMUNITY NEEDS OF THE JEWISH AND BROADER...

OREGON JEWISH COMMUNITY FOUNDATION PROVIDED PHILANTHROPIC SERVICES, PRIMARILY FOR ORGANIZATIONS THAT PROMOTE EDUCATIONAL, CULTURAL, HEALTH, RELIGIOUS, AND COMMUNITY NEEDS OF THE JEWISH AND BROADER COMMUNITIES IN OREGON AND SOUTHWEST WASHINGTON, ALTHOUGH OJCF MAKES GRANTS TO QUALIFIED ORGANIZATIONS THROUGHOUT THE UNITED STATES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,689,749

Program Service Revenue $371,908

Investment Income $3,679,595

Other Revenue $60,680

TOTAL REVENUE $16,801,932

Expense Breakdown

Grants Paid $7,915,000

Salaries & Benefits $1,062,019

Fundraising Expenses $197,893

Program Expenses $8,502,492

Other Expenses $581,397

TOTAL EXPENSES $9,558,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,801,932	$8,375,688	+1.0%
Expenses	$9,558,416	$6,446,042	+0.5%
Net Income	$7,243,516	$1,929,646	+2.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$413,870

Total Directors

$19,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FORMAN	PRESIDENT/CEO	40.00	Officer	$208,595	$28,451	$237,046
LAURIE KAYS	VICE PRESIDENT OF FINANCE	40.00	Officer	$137,147	$20,177	$157,324
STEVEN KAUFMAN VICE CHAIR	SECRETARY & INTERIM CEO	10.00	Officer Director	$19,500	$0	$19,500
JONATHAN GLASS	CHAIR	1.00	Officer Director	$0	$0	$0
MIA BIRK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
EMILY KAHN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SHARON MORELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD GLASSMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN SINGER	CHAIR EMERITUS	1.00	Officer Director	$0	$0	$0
BENJAMIN ARIFF	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA ATLAS	TRUSTEE	1.00	Director	$0	$0	$0
JACK BIRNBACH	TRUSTEE	1.00	Director	$0	$0	$0
WALKER CLARK	TRUSTEE	1.00	Director	$0	$0	$0
ARLENE COGEN	TRUSTEE	1.00	Director	$0	$0	$0
LISA FASOLO FRISHMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOEL GREENBLUM	TRUSTEE	1.00	Director	$0	$0	$0
LISA KANER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM JUNE	TRUSTEE	1.00	Director	$0	$0	$0
JASON KAUFMAN	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY KRIVOSHA	TRUSTEE	1.00	Director	$0	$0	$0
GLEN LEVY	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN MENASHE	TRUSTEE	1.00	Director	$0	$0	$0
RABBI EVE POSEN	TRUSTEE	1.00	Director	$0	$0	$0
ANN SACKS	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH LIBBY SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
CANDICE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
NATE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN SUHER	TRUSTEE	1.00	Director	$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	$16,801,932	$9,558,416	$137,332,660	$7,243,516
2024	No data	No data	No data	No data
2023	$4,785,213	$7,833,093	$102,007,763	$-3,047,880
2022	$8,692,513	$10,581,998	$96,957,186	$-1,889,485
2021	$13,935,130	$7,697,193	$113,748,806	$6,237,937
2020	$10,383,777	$7,453,225	$90,264,443	$2,930,552
2019	$8,188,272	$8,556,951	$88,490,382	$-368,679
2018	$6,092,216	$12,016,031	$85,521,124	$-5,923,815