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Nonprofit · EIN 73-1589120

TULSA JEWISH RETIREMENT FOUNDATION

Tax-exempt · TULSA, OK 74136

Financials

$207K$279K2023$249K$267K2024
Revenue Expenses · by fiscal year end
Financials of TULSA JEWISH RETIREMENT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$248,725$266,743-$18,018$7,474,609$57,054$7,417,555
December 31, 2023990$206,877$279,083-$72,206$6,758,114$36,062$6,722,052
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$85,744
Program service revenue
$0
Investment income
$162,981
Net gain from sales of assets
-$856
Other revenue
$0

Expenses

Grants and similar amounts paid
$227,259
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,100
Program services (functional)
$227,259
Management and general (functional)
$39,484

Balance sheet and other

Total assets, start of year
$6,758,114
Total assets, end of year
$7,474,609
Total liabilities, end of year
$57,054
Net assets, end of year
$7,417,555
Publicly traded securities
$6,713,042
Net assets without donor restrictions
$7,417,555
Gross receipts
$591,382
Employees
0
Volunteers
6
Year formed
2001
State of legal domicile
OK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAMES M JAKUBOVITZCEO
Officer
2$0$438,992$50,522
RUSSELL NEWMANPRESIDENT
Trustee or director
2$0$0$0
LESLEY BUMGARNERVICE PRESIDENT
Trustee or director
2$0$0$0
BRUCE MAGOONVICE PRESIDENT
Trustee or director
2$0$0$0
ROSS HEYMANTREASURER
Trustee or director
2$0$0$0
BARBARA SYLVANSECRETARY
Trustee or director
2$0$0$0
JOHN CLAYMANIMMEDIATE PAST PRESIDENT
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAMES M JAKUBOVITZCEO
Officer
2$0$419,705$46,787
JOHN CLAYMANPRESIDENT
Trustee or director
2$0$0$0
LESLEY BUMGARNERVICE PRESIDENT
Trustee or director
2$0$0$0
BRUCE MAGOONVICE PRESIDENT
Trustee or director
2$0$0$0
BARBARA SYLVANSECRETARY
Trustee or director
2$0$0$0
RUSSELL NEWMANTREASURER
Trustee or director
2$0$0$0
JON STOLPERIMMEDIATE PAST PRESIDENT
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
2025 EAST 71ST STREET, TULSA, OK 74136-5407
In care of
% JAMES M JAKUBOVITZ
Principal officer (990 for 2024)
JAMES M JAKUBOVITZ, 2025 EAST 71ST STREET, TULSA, OK 74136
Signed the 990
JAMES M JAKUBOVITZ, CEO
Phone
(918) 496-8333
Return prepared by
HOGANTAYLOR LLP

Mission

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

990 for the year ended December 31, 2024

Program accomplishments

  • FINANCIALLY SUPPORT TULSA JEWISH COMMUNITY HEALTH AND RETIREMENT CENTER DBA ZARROW POINTE.
    Expenses $227,259 · grants $227,259

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-1589120
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,474,609
Income (IRS master file)
$591,382

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$248,725$266,743$7,474,609XML
990December 2023$206,877$279,083$6,758,114XML
990December 2022$202,561$427,132$6,163,058IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1589120).

Questions about TULSA JEWISH RETIREMENT FOUNDATION

What is the EIN of TULSA JEWISH RETIREMENT FOUNDATION?
The employer identification number (EIN) of TULSA JEWISH RETIREMENT FOUNDATION is 73-1589120.
Is TULSA JEWISH RETIREMENT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to TULSA JEWISH RETIREMENT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does TULSA JEWISH RETIREMENT FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TULSA JEWISH RETIREMENT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TULSA JEWISH RETIREMENT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of TULSA JEWISH RETIREMENT FOUNDATION?
The 990 for the year ended December 31, 2024 names JAMES M JAKUBOVITZ.
Who are the officers and directors of TULSA JEWISH RETIREMENT FOUNDATION?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does TULSA JEWISH RETIREMENT FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $248,725, expenses of $266,743 and total assets of $7,474,609 at year end.

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