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Nonprofiteer
← TULSA JEWISH RETIREMENT FOUNDATION

Form 990 for tax year 2024

Filed by TULSA JEWISH RETIREMENT FOUNDATION.

Totals

Total revenue
$248,725
Total expenses
$266,743
Contributions and grants received
$85,744
Grants paid
$227,259
Program service revenue
$0
Investment income
$162,981
Other revenue
$0
Total assets, end of year
$7,474,609
Total liabilities, end of year
$57,054
Net assets or fund balances, end of year
$7,417,555
Program services expenses (Part IX)
$227,259
Management and general expenses
$39,484
Fundraising expenses
$0
Program service expenses (Part III)
$227,259

Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $85,744

  • 3 · Investment income

    total $163,837 · excluded $163,837

  • 7a · Gross sales of assets other than inventory

    securities $341,801

  • 7b · Less cost or other basis and sales expenses

    securities $342,657

  • 7c · Gain or loss

    securities -$856

  • 7d · Net gain or loss

    total -$856 · excluded -$856

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $227,259 · program services $227,259

  • 11c · Fees: accounting

    total $2,100 · management and general $2,100

  • 11f · Fees: investment management

    total $37,256 · management and general $37,256

  • 24a · Other expenses: BANK SERVICE FEES

    total $128 · management and general $128

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $986,501 · end of year $736,628

  • 11 · Investments: publicly traded securities

    beginning of year $5,749,411 · end of year $6,713,042

  • 15 · Other assets

    beginning of year $22,202 · end of year $24,939

  • 17 · Accounts payable and accrued expenses

    beginning of year $36,062 · end of year $57,054

  • 27 · Net assets without donor restrictions

    beginning of year $6,722,052 · end of year $7,417,555

Mission and programs · 2024

Mission

THE MISSION OF THE FOUNDATION IS TO SUPPORT THE NEEDS OF JEWISH SENIORS IN TULSA AND THE SURROUNDING AREA.

  • FINANCIALLY SUPPORT TULSA JEWISH COMMUNITY HEALTH AND RETIREMENT CENTER DBA ZARROW POINTE.

    Expenses $227,259 · Grants $227,259

As filed on the 2024 return.

Listed in Part VII

  • Russell Newman

    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

  • Ross Heyman

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Barbara Sylvan

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • John Clayman

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • James M Jakubovitz

    CEO

    Total calculated
    $489,514
    From this org
    $0
    From related orgs
    $438,992
    Other
    $50,522
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,492 related
    Bonus
    $0 + $53,500 related
    Other
    $0
    Deferred
    $0 + $21,680 related
    Nontaxable benefits
    $0 + $28,842 related
    Filer's total
    $0 + $489,514 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, and on a Form 990-PF Part VIII's — 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
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202523179349308907

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