Tulsa Jewish Retirement Foundation
- Assets
- $7.1m
- Revenue
- $1.3m
- Investments
- $0.0
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 07/2000
- Data as of
- 12/2021
- EIN
- 73-1589120
Organization Overview
Tulsa Jewish Retirement Foundation is located in Tulsa, OK. The organization was established in 2000. According to its NTEE Classification (L11) the organization is classified as: Single Organization Support, under the broad grouping of Housing & Shelter and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tulsa Jewish Retirement Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Tulsa Jewish Retirement Foundation generated $1.3m in total revenue. All expenses for the organization totaled $284.8k during the year ending 12/2021. While expenses have increased by 14.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Tulsa Jewish Retirement Foundation has awarded 12 individual grants totaling $2,851,566. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE FOUNDATION IS TO SUPPORT THE NEEDS OF JEWISH SENIORS IN TULSA AND THE SURROUNDING AREA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FINANCIALLY SUPPORT TULSA JEWISH COMMUNITY HEALTH AND RETIREMENT CENTER DBA ZARROW POINTE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James M Jakubovitz CEO | Officer | 2 | $0 |
Lesley Bumgarner Board Member | Trustee | 2 | $0 |
Bruce Magoon Board Member | Trustee | 2 | $0 |
Russell Newman Board Member | Trustee | 2 | $0 |
John Clayman Board Member | Trustee | 2 | $0 |
Jon Stolper Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $914,540 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $82,463 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $997,003 |
| Total Program Service Revenue | $0 |
| Investment income | $100,440 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $216,989 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,314,432 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $254,017 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,800 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $28,822 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $284,773 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,397,201 |
| Savings and temporary cash investments | $292,166 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $440,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $4,978,879 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $14,605 |
| Total assets | $7,122,851 |
| Accounts payable and accrued expenses | $5,074 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,074 |
| Net assets without donor restrictions | $7,117,777 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $7,122,851 |
Grants Awarded
Over the last fiscal year, Tulsa Jewish Retirement Foundation has awarded $254,017 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Tulsa, OK PURPOSE: SUPPORTING ORGANIZATION | $212,226 |
Tulsa, OK PURPOSE: TRANSFERS FOR CHARITABLE CARE | $41,791 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Tulsa Jewish Retirement Foundation has recieved totaling $10,000.
| Awarding Organization | Amount |
|---|---|
Community Fdn Of Greater Des Moines Des Moines, IA PURPOSE: GRANT DISTRIBUTION FOR ZARROW POINTE | $10,000 |
Endowment Analysis
| Beg. Balance | $4,059,555 |
| Ending Balance | $4,059,555 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Homewise Inc Santa Fe, NM | $208,179,950 | $27,730,929 |
Austin Neighborhood Alliance For Habitat Inc Austin, TX | $0 | $0 |
1035 Osage Inc Denver, CO | $33,218,160 | $535,754 |
Juliette Fowler Properties Inc Dallas, TX | $10,066,586 | $665,520 |
Flatirons Habitat For Humanity Community Development Inc Lafayette, CO | $0 | $952,370 |
La Clinica De Familia Title Holding Corporation Las Cruces, NM | $16,407,020 | $282,120 |
Fc Mission Plaza Inc Austin, TX | $18,856,034 | $382,500 |
Buckner Fhc-Bachman Lake Dallas, TX | $10,834,245 | $10,458 |
Stepping Stone Communities Inc Littleton, CO | $1,504,379 | $1,718,671 |
Domain Parkside Iii Llc Dallas, TX | $92,179,663 | $1,974,332 |
Habitat Housing Inc Tulsa, OK | $7,572,730 | $1,711,350 |
Smiles Charity Inc Mckinney, TX | $638,268 | $533,730 |