JEWISH FEDERATION OF TULSA (EIN 730579243) - Form 990 Financial Analysis & Trantor Score

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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

1948

Legal Domicile

Principal Officer

JOE ROBERTS

Phone

9184951100

Tax Period

2024-01-01 to 2024-12-31

JEWISH FEDERATION OF TULSA, founded in 1948, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.1M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $4.8M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROMOTE CULTURAL, SOCIAL, PHILANTHROPIC AND SPIRITUAL INTERESTS AND TO PROMOTE JEWISH VALUES.

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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 $2,037,986

Program Service Revenue $739,322

Investment Income $1,303,791

Other Revenue $30,565

TOTAL REVENUE $4,111,664

Expense Breakdown

Grants Paid $645,839

Salaries & Benefits $2,164,339

Fundraising Expenses $147,573

Program Expenses $4,169,016

Other Expenses $2,003,048

TOTAL EXPENSES $4,813,226

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,111,664	$5,924,325	-0.3%
Expenses	$4,813,226	$4,580,610	+0.1%
Net Income	$-701,562	$1,343,715	-1.5%

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

134

Volunteers

100

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

$160,947

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE ROBERTS	EXECUTIVE DI	40.00	Officer	$60,286	$641	$60,927
ROBERT SAUCEDA	DEP DIR OF F	40.00	Officer	$99,548	$472	$100,020
JARED GOLDFARB	PRESIDENT	10.00	Officer Director	$0	$0	$0
MICHAEL MUDD	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
BRAD SANDITEN	TREASURER	10.00	Officer Director	$0	$0	$0
BRIAN BROUSE	SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID PATTERSON	SMMJA BOARD	5.00	Officer Director	$0	$0	$0
RANDEE CHARNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD SHERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN AUSSENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD KAPLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT KATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
VYACHESLAV KHRAPAK	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN TILKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JILLIAN ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
YONATAN SCHMIDT	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA WINDER	BOARD MEMBER	1.00	Director	$0	$0	$0
KLARA BODE	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER CORETZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER JOELS	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE LASKY	BOARD MEMBER	1.00	Director	$0	$0	$0
ITZIK LEVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK LOBO	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAE RILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SIELER	BOARD MEMBER	1.00	Director	$0	$0	$0
EVA UNTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JODI FINER ZALK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN CLAYMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
GLORIA ESTLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI FRANK	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX GOLDBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MYRON KATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN SCHUSTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JON STOLPER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA TAUBMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW WOLOV	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN ZELIGSON	BOARD MEMBER	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
2024	$4,111,664	$4,813,226	$39,531,299	$-701,562
2023	$5,924,325	$4,580,610	$36,986,209	$1,343,715
2022	$3,202,161	$4,223,991	$32,003,638	$-1,021,830
2021	$4,332,393	$4,326,932	$39,193,405	$5,461
2020	$2,443,226	$3,317,872	$36,529,337	$-874,646
2019	$8,509,907	$4,214,821	$34,208,633	$4,295,086
2018	$4,957,248	$4,207,520	$28,166,773	$749,728
2018	$5,407,248	$4,207,520	$28,616,773	$1,199,728

JEWISH FEDERATION OF TULSA