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Oklahoma · Nonprofit

TULSA JEWISH RETIREMENT FOUNDATION

TULSA JEWISH RETIREMENT FOUNDATION (Oklahoma) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being COMMUNITY FDN OF GREATER DES MOINES F/K/A GREATER DES MOINES COMMUNITY FDN ($10,000). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$249k
Funders on record
1
Grants received
$10k
Net assets
$7.4M
0/1 repeat funderspeak grant-dependency 2%
01What it does

What Tulsa Jewish Retirement Foundation does

Mission

The mission of the foundation is to support the needs of jewish seniors in tulsa and the surrounding area.

As stated on its FY2024 Form 990.

Program

  1. Financially support tulsa jewish community health and retirement center dba zarrow pointe.

    $227,259 spentof which $227,259 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $227,259.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($806k) Expenses 100 ($308k) Net assets 100 ($6.1M)2018 Revenue 18 ($146k) Expenses 370 ($1.1M) Net assets 80 ($4.9M)2019 Revenue 23 ($187k) Expenses 129 ($398k) Net assets 87 ($5.3M)2020 Revenue 78 ($630k) Expenses 138 ($426k) Net assets 94 ($5.7M)2021 Revenue 163 ($1.3M) Expenses 92 ($285k) Net assets 117 ($7.1M)2022 Revenue 25 ($203k) Expenses 139 ($427k) Net assets 101 ($6.1M)2023 Revenue 26 ($207k) Expenses 91 ($279k) Net assets 111 ($6.7M)2024 Revenue 31 ($249k) Expenses 87 ($267k) Net assets 122 ($7.4M)
'17'18'19'20'21'22'23'24
Revenue (31)Expenses (87)Net assets (122)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $5.8M to $7.1M (+23%).

$6.1M
$4.9M
$5.3M
$5.8M
$7.1M
$6.2M
$6.8M
$7.5M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

34% of TULSA JEWISH RETIREMENT FOUNDATION’s revenue is contributions — about as donation-reliant as the typical peer (37% for the typical peer).

This organization
Typical peer · 8,334 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.

$498k
’17
−$992k
’18
−$210k
’19
$204k
’20
$1.0M
’21
−$225k
’22
−$72k
’23
−$18k
’24
33
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

James M Jakubovitz

CEO

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed68877777
Joined·+2+0+1+0+0+0+1
No longer listed·0020001
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

1 of 1 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $2.0M from one payer (the payer shares this organization's board, largest Tulsa Jewish Community Retirement and Health Care Center Inc). These are real filings, and they are not money TULSA JEWISH RETIREMENT FOUNDATION raised.

From the IRS filings of TULSA JEWISH RETIREMENT FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of TULSA JEWISH RETIREMENT FOUNDATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.

Funder states come from each funder’s own filing. $10k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

TULSA JEWISH RETIREMENT FOUNDATION holds deeper cash reserves than three-quarters of the 7,828 housing & shelter nonprofits its size.

Operating margin−7% · below the median
Months of reserve33.1mo · top quartile
Revenue growth (annualized)−15% · bottom quartile

this organization peer median middle 50% of peers· 7,828 housing & shelter nonprofits $100k–$1M, FY2024

Organizations like TULSA JEWISH RETIREMENT FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Oklahoma

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

85% of spending goes to programs.

Program 85%Management 15%Fundraising 0%

Governance

7
board members
86%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

OK

Part of a family of 1 related entity

  • Tulsa Jewish Community Retirement and Health Care Center Inc · exempt

Screen this organization

A dated, signed PDF of the compliance screen for TULSA JEWISH RETIREMENT FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds TULSA JEWISH RETIREMENT FOUNDATION?
TULSA JEWISH RETIREMENT FOUNDATION (Oklahoma) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being COMMUNITY FDN OF GREATER DES MOINES F/K/A GREATER DES MOINES COMMUNITY FDN ($10,000). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does TULSA JEWISH RETIREMENT FOUNDATION have?
IRS filings report 1 organization giving $10,000 in grants to TULSA JEWISH RETIREMENT FOUNDATION.
Who is the largest funder of TULSA JEWISH RETIREMENT FOUNDATION?
COMMUNITY FDN OF GREATER DES MOINES F/K/A GREATER DES MOINES COMMUNITY FDN is the largest funder on record, with $10,000 in grants. The full list of funders is on this page.
How can an organization like TULSA JEWISH RETIREMENT FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oklahoma. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing