TULSA JEWISH COMMUNITY RETIREMENT AND HEALTH CARE CENTER INC (EIN 731227715) - 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

1984

Legal Domicile

Principal Officer

JAMES M JAKUBOVITZ

Phone

9184968333

Tax Period

2023-01-01 to 2023-12-31

TULSA JEWISH COMMUNITY RETIREMENT AND HEALTH CARE CENTER INC, founded in 1984, is a mid-sized nonprofit that reported $20.9M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $19.1M left a modest 8% surplus.

Mission

TULSA JEWISH COMMUNITY RETIREMENT AND HEALTH CARE CENTER, INC. OWNS AND OPERATES A CONTINUING CARE RETIREMENT COMMUNITY. INDEPENDENT LIVING, THREE LEVELS OF ASSISTED LIVING AND A TWENTY-FOUR HOUR HEALTH CENTER ARE PROVIDED FOR THE ELDERLY. THE MISSION IS TO PROVIDE VIBRANT AND INCLUSIVE LIVING, LEARNING, AND CARE THROUGHOUT THE PROGRESSION OF LIFE.

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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 $3,862,816

Program Service Revenue $16,768,395

Investment Income $17,478

Other Revenue $230,432

TOTAL REVENUE $20,879,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,558,412

Fundraising Expenses $38,279

Program Expenses $16,378,163

Other Expenses $6,564,720

TOTAL EXPENSES $19,123,132

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,879,121	$17,140,861	+0.2%
Expenses	$19,123,132	$18,054,833	+0.1%
Net Income	$1,755,989	$-913,972	-2.9%

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

298

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

$466,492

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CLAYMAN	PRESIDENT	2.00	Director	$0	$0	$0
JON STOPLER	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
LESLEY BUMGARNER	VICE PRESIDENT	2.00	Director	$0	$0	$0
BRUCE MAGOON	VICE PRESIDENT	2.00	Director	$0	$0	$0
BARBARA SYLVAN	SECRETARY	2.00	Director	$0	$0	$0
RUSSELL NEWMAN	TREASURER	2.00	Director	$0	$0	$0
COLEMAN ROBINSON	HONORARY LIFE MEMBER	2.00	Director	$0	$0	$0
TODD ARLAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT BERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
IRENE BURNSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON CASH	BOARD MEMBER	2.00	Director	$0	$0	$0
NORMA EAGLETON	BOARD MEMBER	2.00	Director	$0	$0	$0
ROSS HEYMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHEN ZELIGSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BRINA REINSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN BURNSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA WINDER	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANA WOLFF	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY WOLOV	BOARD MEMBER	2.00	Director	$0	$0	$0
ROB CORETZ	BOARD MEMBER	2.00	Director	$0	$0	$0
DR DAVID ADELSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DR JANIS FINER	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES M JAKUBOVITZ	CEO	40.00	Officer	$419,705	$46,787	$466,492
TIMOTHY HOLDER	MEDICAL DIRECTOR, PALLIATI	40.00	Highest	$208,541	$31,976	$240,517
MICHELLE FOX	HOSPICE DIRECTOR	40.00	Highest	$140,967	$21,247	$162,214
TANYA GILMORE	MDS COORDINATOR, QAPI DIRECTOR	55.00	Highest	$125,992	$16,135	$142,127
RUBEN BEARER	HEALTHCARE ADMINISTRATOR	40.00	Highest	$119,898	$26,842	$146,740
BONNIE GALVAN	RN CARE COORDINATOR	50.00	Highest	$110,052	$8,679	$118,731

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	$20,879,121	$19,123,132	$24,685,651	$1,755,989
2022	$17,140,861	$18,054,833	$23,768,826	$-913,972
2021	$17,313,763	$17,978,792	$24,377,632	$-665,029
2020	$17,016,453	$17,312,464	$25,802,178	$-296,011
2019	$15,029,106	$15,313,251	$26,217,969	$-284,145
2018	$13,840,014	$13,947,007	$26,269,034	$-106,993

TULSA JEWISH COMMUNITY RETIREMENT AND HEALTH CARE CENTER INC