Skip to content
Nonprofiteer
← TULSA JEWISH RETIREMENT FOUNDATION

Form 990 for tax year 2023

Filed by TULSA JEWISH RETIREMENT FOUNDATION.

Totals

Total revenue
$206,877
Total expenses
$279,083
Contributions and grants received
$81,772
Grants paid
$244,336
Program services expenses (Part IX)
$244,336
Management and general expenses
$34,747
Fundraising expenses
$0
Program service expenses (Part III)
$244,336

Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN CLAYMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LESLEY BUMGARNER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BRUCE MAGOON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BARBARA SYLVAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • RUSSELL NEWMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JON STOLPER

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JAMES M JAKUBOVITZ

    CEO

    Total calculated
    $466,492
    From this org
    $0
    From related orgs
    $419,705
    Other
    $46,787
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,705 related
    Bonus
    $0 + $60,000 related
    Other
    $0
    Deferred
    $0 + $16,263 related
    Nontaxable benefits
    $0 + $30,524 related
    Filer's total
    $0 + $466,492 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413199349317541

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.