TULSA JEWISH RETIREMENT FOUNDATION (EIN 731589120) - 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

2001

Legal Domicile

Principal Officer

JAMES M JAKUBOVITZ

Phone

9184968333

Tax Period

2023-01-01 to 2023-12-31

TULSA JEWISH RETIREMENT FOUNDATION, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $207K in total revenue in fiscal year 2023. Expenses of $279K exceeded revenue, resulting in a 35% operating deficit.

Mission

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

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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 $81,772

Program Service Revenue $0

Investment Income $125,105

Other Revenue $0

TOTAL REVENUE $206,877

Expense Breakdown

Grants Paid $244,336

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $244,336

Other Expenses $34,747

TOTAL EXPENSES $279,083

Year-over-Year Comparison

	2023	2022	Change
Revenue	$206,877	$202,561	+0.0%
Expenses	$279,083	$427,132	-0.3%
Net Income	$-72,206	$-224,571	-0.7%

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

N/A

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
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
JON STOLPER	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
JAMES M JAKUBOVITZ	CEO	2.00	Officer	$0	$46,787	$466,492

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	$206,877	$279,083	$6,758,114	$-72,206
2022	$202,561	$427,132	$6,163,058	$-224,571
2021	$1,314,432	$284,773	$7,122,851	$1,029,659
2020	$629,930	$426,255	$5,799,446	$203,675
2019	$187,298	$397,554	$5,288,679	$-210,256
2018	$146,078	$1,137,942	$4,923,080	$-991,864

TULSA JEWISH RETIREMENT FOUNDATION