JEWISH FEDERATION OF GREATER OKLAHOMA CITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER OKLAHOMA CITY (EIN 73-0579276)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-09
- IRS object ID
- 201802829349301110
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-09T13:34:52-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731049855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGELBACH ROBERTS & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CLASSEN CTR STE 100C | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER | BusinessNameLine1Txt |
| Business Name Line2 | OKLAHOMA CITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4058483132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 W WILSHIRE BLVD NO 103 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI BLUMENTHAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4058483132 | PhoneNum |
| Signature | 2018-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS D GALYON | PreparerPersonNm |
| PTIN | P00265411 | PTIN |
| Phone | 4055284000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.174.162.79 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-09 | IPDt |
| IP Tm | 13:33:09 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 258550F517AC730708AD232A10E8B95E836580C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 258550F517AC730708AD232A10E8B95E836580C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDIE ROODMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 W WILSHIRE BLVD NO 103 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $881,084 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFEDOKC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE JEWISH FEDERATION OF GREATER OKLAHOMA CITY IS TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE, ENHANCE THE QUALITY OF JEWISH LIFE AND BUILD A STRONG, SECURE AND UNIFIED JEWISH COMMUNITY IN CENTRAL OKLAHOMA, IN ISRAEL AND THROUGHOUT THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,184,885 | PYContributionsGrantsAmt |
| CY Contributions Grants | $735,289 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $122,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $125,944 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,766 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,851 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,327,659 | PYTotalRevenueAmt |
| CY Total Revenue | $881,084 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $61,971 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $160,253 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $418,691 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $372,301 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,583 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $555,971 | PYOtherExpensesAmt |
| CY Other Expenses | $352,270 | CYOtherExpensesAmt |
| PY Total Expenses | $1,036,633 | PYTotalExpensesAmt |
| CY Total Expenses | $884,824 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $291,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,631,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,955,167 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,608,736 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,951,827 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE JEWISH FEDERATION OF GREATER OKLAHOMA CITY IS TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE, ENHANCE THE QUALITY OF JEWISH LIFE AND BUILD A STRONG, SECURE AND UNIFIED JEWISH COMMUNITY IN CENTRAL OKLAHOMA, IN ISRAEL AND THROUGHOUT THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $354,826 | ExpenseAmt |
| Grant | $160,253 | GrantAmt |
| Revenue | $125,944 | RevenueAmt |
| Desc | JEWISH EDUCATIONAL ADVANCEMENT-EDUCATION PROGRAMS FOR THE COMMUNITY, EDUCATION OF YOUTH IN JEWISH CULTURE AND TRADITIONS (INCLUDING JEWISH DAY CAMP), AND SCHOLARSHIPS. TEACH AND ENCOURAGE LOCAL JEWISH COMMUNITY SPIRIT AND CULTURE THROUGH RECREATIONAL PROGRAMS FOR SENIORS, SINGLES, AND YOUTH, CULTURAL PROGRAMS AND ADULT TRIPS TO ISRAEL AND THE HOLOCAUST MUSEUM. INCREASE AWARENESS OF JEWISH COMMUNITY NEEDS AND AVAILABLE SERVICES THROUGH NEWSLETTERS, LEADERSHIP MEETINGS, ETC., AND PROVIDE SOCIAL WELFARE SERVICES TO TRANSIENTS AND OTHERS IN NEED. PROMOTE THE PHILANTROPIC SOCIAL AND CULTURAL ACTIVITIES OF THE JEWISH COMMUNITY IN THE UNITED STATES. | Desc |
| Total Program Service Expenses | $354,826 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4058483132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 W WILSHIRE BLVD NO 103 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LORI BLUMENTHAL | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF KLINE | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID SCHNEIDER | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER EPHRAIM | ||||||
| VP-PROGRAMMING | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GLENNA TANENBAUM | ||||||
| VP-DEVELOPMENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY DAVIS | ||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IRINA AIZENMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANITA BARLOW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL BOSWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD CHARNAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN CRAINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER FRIESEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA GARDNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GOSS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL HERLING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KORENBILT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MARKOFF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE O'GARA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN LOUISE OLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOREN PLOTKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MICHAEL POLLACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YVETTE TRACHTENBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERTA S CLARK | ||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $122,273 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $34,200 | MembershipDuesAmt |
| All Other Contributions | $701,089 | AllOtherContributionsAmt |
| Total Contributions | $735,289 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAMP FEES | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $125,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,944 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $125,944 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,851 | TotalRevenueColumnAmt |
| Exclusion | $19,851 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $881,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,944 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,851 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,248 | TotalAmt |
| Program Services | $155,248 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,005 | TotalAmt |
| Program Services | $5,005 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,145 | TotalAmt |
| Management And General | $136,145 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,156 | TotalAmt |
| Program Services | $91,676 | ProgramServicesAmt |
| Management And General | $144,480 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,411 | TotalAmt |
| Program Services | $1,918 | ProgramServicesAmt |
| Management And General | $18,493 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,687 | TotalAmt |
| Program Services | $2,637 | ProgramServicesAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,367 | TotalAmt |
| Program Services | $8,607 | ProgramServicesAmt |
| Management And General | $8,760 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,629 | TotalAmt |
| Program Services | $21,306 | ProgramServicesAmt |
| Management And General | $28,323 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,251 | TotalAmt |
| Program Services | $3,480 | ProgramServicesAmt |
| Management And General | $1,771 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,195 | TotalAmt |
| Program Services | $1,285 | ProgramServicesAmt |
| Management And General | $910 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,327 | TotalAmt |
| Management And General | $25,327 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,627 | TotalAmt |
| Program Services | $6,992 | ProgramServicesAmt |
| Management And General | $12,635 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| JEWISH FEDERATION NATIO | $110,000 | $110,000 | |
| OTHER PROGRAMS | $17,178 | $17,178 | |
| EQUIPMENT MAINTENANCE A | $12,276 | $10,994 | $1,282 |
| HOLOCAUST PROGRAM | $11,835 | $11,835 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,487 | TotalAmt |
| Program Services | $26,377 | ProgramServicesAmt |
| Management And General | $9,527 | ManagementAndGeneralAmt |
| Fundraising | $22,583 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,824 | TotalAmt |
| Program Services | $354,826 | ProgramServicesAmt |
| Management And General | $507,415 | ManagementAndGeneralAmt |
| Fundraising | $22,583 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,763 | BOYAmt |
| EOY | $196,714 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,319 | BOYAmt |
| EOY | $555,027 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $373,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,809 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,124 | BOYAmt |
| EOY | $241,525 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,420 | BOYAmt |
| EOY | $368,108 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,000 | BOYAmt |
| EOY | $11,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100,487 | BOYAmt |
| EOY | $3,582,793 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631,781 | BOYAmt |
| EOY | $4,955,167 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,045 | BOYAmt |
| EOY | $3,340 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,045 | BOYAmt |
| EOY | $3,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,307 | BOYAmt |
| EOY | $1,223,801 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,726 | BOYAmt |
| EOY | $134,033 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,156,703 | BOYAmt |
| EOY | $3,593,993 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,608,736 | BOYAmt |
| EOY | $4,951,827 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631,781 | BOYAmt |
| EOY | $4,955,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,740 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $346,831 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $924,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,251,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $930,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,184,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $701,089 | CurrentTaxYearAmt |
| Total | $4,993,040 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,281,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $127,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,944 | CurrentTaxYearAmt |
| Total | $1,862,693 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,205,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,457,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,058,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,306,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $827,033 | CurrentTaxYearAmt |
| Total | $6,855,733 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,855,733 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,851 | CurrentTaxYearAmt |
| Total | $106,292 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,851 | CurrentTaxYearAmt |
| Total | $106,292 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,442 | CurrentTaxYearMinus3YearsAmt |
| Total | $84,949 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,229,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,557,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,086,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,327,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $846,884 | CurrentTaxYearAmt |
| Total | $7,046,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97290 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97380 | PublicSupportPY509Pct |
| Investment Income CY | 0.01510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,156,703 | BeginningYearBalanceAmt |
| Contributions | $126,396 | ContributionsAmt |
| Investment Earnings Or Losses | $388,376 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $53,153 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $38,728 | AdministrativeExpensesAmt |
| End Year Balance | $3,579,594 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,906,729 | BeginningYearBalanceAmt |
| Contributions | $97,981 | ContributionsAmt |
| Investment Earnings Or Losses | $201,806 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,176 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $30,637 | AdministrativeExpensesAmt |
| End Year Balance | $3,156,703 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,630,334 | BeginningYearBalanceAmt |
| Contributions | $321,642 | ContributionsAmt |
| Investment Earnings Or Losses | $44,837 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $58,975 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $31,137 | AdministrativeExpensesAmt |
| End Year Balance | $2,906,729 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,231,894 | BeginningYearBalanceAmt |
| Contributions | $355,248 | ContributionsAmt |
| Investment Earnings Or Losses | $116,373 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,684 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,497 | AdministrativeExpensesAmt |
| End Year Balance | $3,630,334 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,818,924 | BeginningYearBalanceAmt |
| Contributions | $20,150 | ContributionsAmt |
| Investment Earnings Or Losses | $467,132 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $58,196 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $16,116 | AdministrativeExpensesAmt |
| End Year Balance | $3,231,894 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,796 | DepreciationAmt |
| Book Value | $234,045 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,013 | DepreciationAmt |
| Book Value | $7,480 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $241,525 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $3,579,593 |
| INTERFUND DUE FROM OKLAHOMA CITY JEWISH FOUNDATION FUND | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,582,793 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,227,915 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $346,831 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $346,831 | RevenueNotReportedAmt |
| Revenue Subtotal | $881,084 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $881,084 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $884,824 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $884,824 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $884,824 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FEDERATION EVALUATES AND ACCOUNTS FOR THEIR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, INCLUDING THE FEDERATION'S EVALUATION TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THROUGH THE FEDERATION'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2017, WHICH WOULD REQUIRE THE FEDERATION TO RECORD A LIABILITY IN ITS FINANCIAL STATEMENTS. THE FEDERATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2013 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|
| HILLEL INTERNATIONAL | |
| $13,000 | TO SUPPORT THE HILLEL FOUNDATION FOR COLLEGE STUDENTS |
| OKIE PROJECT | |
| $53,153 | TO SUPPORT THE PROJECT FOR ENHANCING THE COOPERATION BETWEEN THE PEOPLES, GOVERNMENTS, AND PRIVATE AND PUBLIC SECTORS OF OKLAHOMA AND ISRAEL IN CULTURE, EDUCATION, AGRICULTURE, AND COMMERCE. |
| VARIOUS SMALL COMMUNITY ORGANIZATIONS-17 ORGANIZATIONS | |
| $77,557 | RECIPIENTS INCLUDE HOLOCAUST SURVIVORS FUND, HOLOCAUST COMMERORATION, MITSVAH, JEWISH UNIVERSITY, ISRAEL SCOUNTS FRIENDSHIP CARAVAN, AND MANY OTHERS |
| BIRTHRIGHT ISRAEL | |
| $11,538 | TO SUPPORT YOUTH EDUCATIONAL TRIPS TO ISRAEL |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SOCIAL SERVICES ASSISTANCE WITH HOUSING, FOOD, DISASTER RELIEF, ETC. | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $5,005 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS A COMMITTEE SPECIFICALLY DESIGNATED TO OVERSEE THE APPLICATION AND AWARD PROCESS FOR GRANTS AND ASSISTANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE AND EXECUTIVE DIRECTOR REVIEW THE 990 BEFORE IT IS SUBMITTED. A COPY OF THE 990 IS AVAILABLE TO THE BOARD UPON REQUEST |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS PRESENTED TO THE BOARD EACH YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS ARE AVAILABE AT THE OFFICE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S PROCESS HAS NOT CHANGED FROM PRIOR YEAR, THE AUDIT COMMITTEE REVIEWS THE DRAFT OF THE AUDIT BEFORE IT IS COMPLETED AND DATED. |
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