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Tulsa Jewish Retirement Foundation

  • Tulsa, OK
  • Tax-exempt since July 2000
  • EIN: 73-1589120

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$207k (2023)

Expenses
$279k (2023)

Total Assets
$6.76M (2023)

Total Liabilities
$36.1k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,877
Expenses
$279,083
Net Income
-$72,206
Net Assets
$6,722,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,772
39.5%
Program Services $0
Investment Income $153,711
74.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$28,606
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,758,114
Total Liabilities $36,062
Net Assets $6,722,052
Compensation
Key Employees and Officers Compensation Related Other
John Clayman (President) $0 $0 $0
Lesley Bumgarner (Vice President) $0 $0 $0
Bruce Magoon (Vice President) $0 $0 $0
Barbara Sylvan (Secretary) $0 $0 $0
Russell Newman (Treasurer) $0 $0 $0
Jon Stolper (Immediate Past President) $0 $0 $0
James M Jakubovitz (Ceo) $0 $419,705 $46,787
+ View more people

Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,561
Expenses
$427,132
Net Income
-$224,571
Net Assets
$6,113,585
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,430
38.7%
Program Services $0
Investment Income $133,474
65.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,343
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,163,058
Total Liabilities $49,473
Net Assets $6,113,585
Compensation
Key Employees and Officers Compensation Related Other
Lesley Bumgarner (Board Member) $0 $0 $0
John Clayman (Board Member) $0 $0 $0
Jon Stolper (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $371,560 $17,886
+ View more people

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,314,432
Expenses
$284,773
Net Income
$1,029,659
Net Assets
$7,117,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $997,003
75.9%
Program Services $0
Investment Income $100,440
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $216,989
16.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,122,851
Total Liabilities $5,074
Net Assets $7,117,777
Compensation
Key Employees and Officers Compensation Related Other
Lesley Bumgarner (Board Member) $0 $0 $0
John Clayman (Board Member) $0 $0 $0
Jon Stolper (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $337,465 $41,003
+ View more people

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$629,930
Expenses
$426,255
Net Income
$203,675
Net Assets
$5,718,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $477,322
75.8%
Program Services $0
Investment Income $83,549
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $68,677
10.9%
Net Inventory Sales $0
Other Revenue $382
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,799,446
Total Liabilities $80,650
Net Assets $5,718,796
Compensation
Key Employees and Officers Compensation Related Other
Lesley Bumgarner (Board Member) $0 $0 $0
John Clayman (Board Member) $0 $0 $0
Jon Stolper (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $292,890 $18,444
+ View more people

Document Links

990
Filed on Nov. 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$187,298
Expenses
$397,554
Net Income
-$210,256
Net Assets
$5,269,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,700
46.3%
Program Services $0
Investment Income $100,598
53.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,288,679
Total Liabilities $19,046
Net Assets $5,269,633
Compensation
Key Employees and Officers Compensation Related Other
Jon Stolper (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
Gail Richards (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Coleman Robison (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
John Clayman (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $311,331 $41,481
+ View more people

Document Links

990
Filed on Aug. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$146,078
Expenses
$1,137,942
Net Income
-$991,864
Net Assets
$4,857,026
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,675
23.7%
Program Services $0
Investment Income $111,403
76.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,923,080
Total Liabilities $66,054
Net Assets $4,857,026
Compensation
Key Employees and Officers Compensation Related Other
Jon Stolper (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
Gail Richards (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Coleman Robison (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
John Clayman (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $302,962 $34,334
+ View more people

Document Links

990
Filed on Oct. 31, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$806,257
Expenses
$307,924
Net Income
$498,333
Net Assets
$6,082,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $702,716
87.2%
Program Services $0
Investment Income $103,541
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,082,689
Total Liabilities $0
Net Assets $6,082,689
Compensation
Key Employees and Officers Compensation Related Other
Jon Stolper (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Coleman Robison (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $293,061 $33,837
+ View more people

Document Links

990
Filed on Oct. 2, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,720
Expenses
$499,908
Net Income
-$413,188
Net Assets
$4,017,917
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $86,720
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,017,917
Total Liabilities $0
Net Assets $4,017,917
Compensation
Key Employees and Officers Compensation Related Other
Jon Stolper (Board Member) $0 $0 $0
Barry Davis (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Rob Coretz (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $295,944 $37,250
+ View more people

Document Links

990
Filed on Oct. 16, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,822
Expenses
$112,362
Net Income
-$101,540
Net Assets
$4,292,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,698
80.4%
Program Services $0
Investment Income $2,124
19.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,292,539
Total Liabilities $0
Net Assets $4,292,539
Compensation
Key Employees and Officers Compensation Related Other
Jon Stolper (Board Member) $0 $0 $0
Barry Davis (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Rob Coretz (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $279,197 $32,422
+ View more people

Document Links

990
Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,676,140
Expenses
$368,252
Net Income
$1,307,888
Net Assets
$24,589,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,464,267
87.4%
Program Services $0
Investment Income $75,853
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $136,020
8.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,837,615
Total Liabilities $5,248,195
Net Assets $24,589,420
Compensation
Key Employees and Officers Compensation Related Other
Jon Stolper (Board Member) $0 $0 $0
Barry Davis (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Rob Coretz (Board Member) $0 $0 $0
Russell Newman (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $265,830 $33,431
+ View more people

Document Links

990
Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,412,887
Expenses
$1,388,265
Net Income
$1,024,622
Net Assets
$23,290,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,182,376
90.4%
Program Services $0
Investment Income $117,688
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $112,823
4.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,438,846
Total Liabilities $1,148,633
Net Assets $23,290,213
Compensation
Key Employees and Officers Compensation Related Other
Jon Stolper (Board Member) $0 $0 $0
Barry Davis (Board Member) $0 $0 $0
Bruce Magoon (Board Member) $0 $0 $0
Michael Wasserman (Board Member) $0 $0 $0
Barbara Sylvan (Board Member) $0 $0 $0
Scott Zarrow (Board Member) $0 $0 $0
James M Jakubovitz (Ceo) $0 $255,230 $30,482
+ View more people

Document Links

990
Filed on Nov. 17, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,997,677
Expenses
$278,579
Net Income
$7,719,098
Net Assets
$22,096,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,828,128
97.9%
Program Services $0
Investment Income $134,630
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,919
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $15,483
5.6%
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,141,709
Total Liabilities $45,380
Net Assets $22,096,329

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,593,008
Expenses
$194,607
Net Income
$9,398,401
Net Assets
$14,325,378
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,460,046
98.6%
Program Services $0
Investment Income $126,479
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,483
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,325,378
Total Liabilities $0
Net Assets $14,325,378

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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