JEWISH FEDERATION OF GREATER OKLAHOMA CITY (EIN 730579276) - 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

1983

Legal Domicile

Principal Officer

ADAM BROOKS

Phone

4058483132

Tax Period

2023-01-01 to 2023-12-31

JEWISH FEDERATION OF GREATER OKLAHOMA CITY, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Net assets of $6.6M represent 69 months of operating reserves.

Mission

THE MISSION OF THE JEWISH FEDERATION OF GREATER OKLAHOMA CITY IS TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE, ENHANCE THE QUALITY OF JEWISH LIFE AND BUILD A STRONG, SECURE AND UNIFIED JEWISH COMMUNITY IN CENTRAL OKLAHOMA, IN ISRAEL AND THROUGHOUT THE WORLD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $927,114

Program Service Revenue $144,539

Investment Income $82,803

Other Revenue $0

TOTAL REVENUE $1,154,456

Expense Breakdown

Grants Paid $489,290

Salaries & Benefits $277,368

Fundraising Expenses $2,422

Program Expenses $984,820

Other Expenses $408,051

TOTAL EXPENSES $1,174,709

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,154,456	$889,583	+0.3%
Expenses	$1,174,709	$910,532	+0.3%
Net Income	$-20,253	$-20,949	0.0%

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

$96,521

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM BROOKS	PRESIDENT	5.00	Officer Director	$0	$0	$0
SUSAN SILVER	VP DEVELOPME	5.00	Officer Director	$0	$0	$0
HELEN OPPER	VP PROGRAMS	5.00	Officer Director	$0	$0	$0
LORI BLUMENTHAL	TREASURER	5.00	Officer Director	$0	$0	$0
CHERYL BOSWELL	SECRETARY	5.00	Officer Director	$0	$0	$0
RACHEL JOHNSON	EXECUTIVE DI	40.00	Officer	$96,521	$0	$96,521
MARK BEHRMAN	MEMBER	1.00	Director	$0	$0	$0
GUS BUTHMAN	MEMBER	1.00	Director	$0	$0	$0
JULIE BUTHMAN	MEMBER	1.00	Director	$0	$0	$0
ERIN DUFFY	MEMBER	1.00	Director	$0	$0	$0
JENNIFER FRIESEN	MEMBER	1.00	Director	$0	$0	$0
DAVID GOSS	MEMBER	1.00	Director	$0	$0	$0
SARA HONEGGAR	MEMBER	1.00	Director	$0	$0	$0
ANN LOUISE OLSON	MEMBER	1.00	Director	$0	$0	$0
LOREN PLOTKIN	MEMBER	1.00	Director	$0	$0	$0
DR MICHAEL POLLACK	MEMBER	1.00	Director	$0	$0	$0
NATALY ROME	MEMBER	1.00	Director	$0	$0	$0
YVETTE TRACHTENBERG	MEMBER	1.00	Director	$0	$0	$0
DONALD WOOD	MEMBER	1.00	Director	$0	$0	$0
JENNIFER DENNIS	MEMBER	1.00	Director	$0	$0	$0
BARBIE GREER	MEMBER	1.00	Director	$0	$0	$0
MARK EPHRAIM	MEMBER	1.00	Director	$0	$0	$0
NECHOMA GOLDMAN	MEMBER	1.00	Director	$0	$0	$0
RABBI MENDEL GOLDMAN	MEMBER	1.00	Director	$0	$0	$0
RABBI OVADIA GOLDMAN	MEMBER	1.00	Director	$0	$0	$0
JEFF GOSS	MEMBER	1.00	Director	$0	$0	$0
RABBI VERED HARRIS	MEMBER	1.00	Director	$0	$0	$0
RABBI ABBY JACOBSON	MEMBER	1.00	Director	$0	$0	$0
RABBI JUAN MEJIA	MEMBER	1.00	Director	$0	$0	$0
EDIE ROODMAN	MEMBER	1.00	Director	$0	$0	$0
KASI SHELTON	MEMBER	1.00	Director	$0	$0	$0
ARDIS MARRS-STEELE	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	No data	No data	No data	No data
2023	$1,154,456	$1,174,709	$6,625,941	$-20,253
2022	$889,583	$910,532	$5,987,003	$-20,949
2021	$1,039,628	$816,668	$6,952,928	$222,960
2020	$822,329	$613,862	$6,114,780	$208,467
2019	$942,961	$852,815	$5,542,589	$90,146
2018	$891,469	$814,851	$4,757,882	$76,618

JEWISH FEDERATION OF GREATER OKLAHOMA CITY