Civic Intelligence

Jewish Federation of Greater

EIN 73-0579276 • 501(c)3 • Oklahoma City, OK

Profile

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.

710 W Wilshire BlvdOklahoma City, OK 73116

www.jfedokc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$98,400

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

0.5%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,297,561

Up $671,620 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,297,561

Up $671,620 (+10%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin46th percentile

Revenue

Up

$1,160,402

Up $5,946 (+0.5%) from 2023

Expenses

Down

$1,129,727

Down $44,982 (-3.8%) from 2023

Net Income

Up

$30,675

Up $50,928 (+251%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,029,547Liabilities 2010: $192,660Net Assets 2010: $836,8872010Assets 2011: $1,076,352Liabilities 2011: $56,730Net Assets 2011: $1,019,6222011Assets 2012: $1,177,289Liabilities 2012: $49,723Net Assets 2012: $1,127,5662012Assets 2013: $2,011,820Liabilities 2013: $130,639Net Assets 2013: $1,881,1812013Assets 2014: $1,314,237Liabilities 2014: $323,427Net Assets 2014: $990,8102014Assets 2015: $4,313,581Liabilities 2015: $88,722Net Assets 2015: $4,224,8592015Assets 2016: $4,631,781Liabilities 2016: $23,045Net Assets 2016: $4,608,7362016Assets 2017: $4,955,167Liabilities 2017: $3,340Net Assets 2017: $4,951,8272017Assets 2018: $4,757,882Liabilities 2018: $0Net Assets 2018: $4,757,8822018Assets 2019: $5,542,589Liabilities 2019: $4,747Net Assets 2019: $5,537,8422019Assets 2020: $6,114,780Liabilities 2020: $90Net Assets 2020: $6,114,6902020Assets 2021: $6,952,928Liabilities 2021: $0Net Assets 2021: $6,952,9282021Assets 2022: $5,987,003Liabilities 2022: $0Net Assets 2022: $5,987,0032022Assets 2023: $6,625,941Liabilities 2023: $0Net Assets 2023: $6,625,9412023Assets 2024: $7,297,561Liabilities 2024: $0Net Assets 2024: $7,297,5612024

Highlighted filing

2024

Assets$7,297,561
Liabilities$0
Net Assets$7,297,561
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $995,020Expenses 2010: $1,103,329Net Income 2010: -$108,3092010Revenue 2011: $1,646,828Expenses 2011: $1,601,262Net Income 2011: $45,5662011Revenue 2012: $1,061,688Expenses 2012: $932,134Net Income 2012: $129,5542012Revenue 2013: $2,229,089Expenses 2013: $1,484,947Net Income 2013: $744,1422013Revenue 2014: $1,557,153Expenses 2014: $2,482,488Net Income 2014: -$925,3352014Revenue 2015: $1,086,189Expenses 2015: $1,040,151Net Income 2015: $46,0382015Revenue 2016: $1,327,659Expenses 2016: $1,036,633Net Income 2016: $291,0262016Revenue 2017: $881,084Expenses 2017: $884,824Net Income 2017: -$3,7402017Revenue 2018: $891,469Expenses 2018: $814,851Net Income 2018: $76,6182018Revenue 2019: $942,961Expenses 2019: $852,815Net Income 2019: $90,1462019Revenue 2020: $822,329Expenses 2020: $613,862Net Income 2020: $208,4672020Revenue 2021: $1,039,628Expenses 2021: $816,668Net Income 2021: $222,9602021Revenue 2022: $889,583Expenses 2022: $910,532Net Income 2022: -$20,9492022Revenue 2023: $1,154,456Expenses 2023: $1,174,709Net Income 2023: -$20,2532023Revenue 2024: $1,160,402Expenses 2024: $1,129,727Net Income 2024: $30,6752024

Highlighted filing

2024

Revenue$1,160,402
Expenses$1,129,727
Net Income$30,675
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,297,561
Liabilities
$0
Net assets
$7,297,561
Revenue
$1,160,402
Expenses
$1,129,727
Net income
$30,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$1.16$1.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$1.15$1.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.89$0.91$0.02
2021Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$1.04$0.82$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.82$0.61$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.94$0.85$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.89$0.81$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.95$0.88$0.88$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.02$4.61$1.33$1.04$0.29
2015Detailed filing. Detailed filing data is available for this year.$4.31$0.09$4.22$1.09$1.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.32$0.99$1.56$2.48$0.93
2013Detailed filing. Detailed filing data is available for this year.$2.01$0.13$1.88$2.23$1.48$0.74
2012Summary only. Only limited summary data is available for this year.$1.18$0.05$1.13$1.06$0.93$0.13
2011Summary only. Only limited summary data is available for this year.$1.08$0.06$1.02$1.65$1.60$0.05
2010Summary only. Only limited summary data is available for this year.$1.03$0.19$0.84$1.00$1.10$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$2,868,402
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,942,006$2,073,836▲ $131,830
Savings and Temporary Cash Investments$186,793$200,683▲ $13,890
Land, Buildings, and Equipment, Net$114,557$91,830▼ $22,727
Investments Other Securities$10,000$10,000→ $0
Cash and Non-Interest-Bearing Accounts$3,101$3,054▼ $47
Total Assets$6,625,941$7,297,561▲ $671,620
Other Assets Total$4,369,484$4,918,158▲ $548,674
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,480,470$5,072,136▲ $591,666
Net Assets Without Donor Restrictions$2,145,471$2,225,425▲ $79,954
Total Net Assets Fund Balance$6,625,941$7,297,561▲ $671,620
Total Liabilities and Net Assets / Fund Balance$6,625,941$7,297,561▲ $671,620

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$91,830$296,489$388,319
Other Assets Org$4,918,158--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,369,484$133,195▲ $609,772-$4,918,158
2023$3,938,426$137,455▲ $639,735-$4,369,484
2022$4,903,683$131,484▼ $717,389-$3,938,426
2021$4,343,590$223,850▲ $611,727-$4,903,683
2020$3,926,995$207,486▲ $461,871-$4,343,590
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rachel JohnsonExecutive DiFT$98,400$98,400

Board Members and Trustees

NameTitle
Adam BrooksPresident
Edie RoodmanEx Officio M
Jeff GossEx Officio M
Kasi SheltonEx Officio M
Nechoma GoldmanEx Officio M
Rabbi Abby JacobsonEx Officio M
Rabbi Juan MejiaEx Officio M
Rabbi Mendel GoldmanEx Officio M
Rabbi Ovadia GoldmanEx Officio M
Rabbi Vered HarrisEx Officio M
Barbie GreerMember
Donald WoodMember
Dr Michael PollackMember
Erin DuffyMember
Gus ButhmanMember
Jennifer FriesenMember
Julie ButhmanMember
Loren PlotkinMember
Mark BehrmanMember
Pamela RichmanMember
Robin BucklerMember
Sara HoneggarMember
Susan SilverMember
Yvette TrachtenbergMember
Larry DavisOrganization
Mark EphraimOrganization
Paola KleinOrganization
Cheryl BoswellSecretary
Lori BlumenthalTreasurer
Susan SilverVP Developme
Helen OpperVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$874,120
Program Service Revenue
$164,301
Investment Income
$121,981
Other Revenue
$0
All Other Contributions
$874,120
Change in Net Assets
$30,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,160,402
Revenue Not Reported on Form 990
$640,943
Total Revenue per Audited Statements
$1,801,345
Total Revenue per Form 990
$1,160,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$452,797
Other Expenses$375,816
Salaries, Compensation, and Employee Benefits$301,114
Total Fundraising Expense$592
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$452,797--$452,797
Other Salaries and Wages$134,872$31,360-$166,232
Current Officers, Directors, Trustees, and Key Employees$79,837$18,563-$98,400
All Other Expenses$74,930$8,432$180$83,542
Occupancy$42,769$7,918-$50,687
Fees for Services Accounting-$34,494-$34,494
Insurance$8,597$18,270-$26,867
Office Expenses$8,950$17,376-$26,326
Depreciation Depletion$22,725--$22,725
Payroll Taxes$17,673$4,109-$21,782
Other Expenses$2,843$18,445$412$21,700
Other Employee Benefits$11,927$2,773-$14,700
Conferences and Meetings$1,613$199-$1,812
Advertising-$1,010-$1,010
Total Functional Expenses$966,154$162,981$592$1,129,727

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,129,727
Total Expenses per Audited Statements$1,129,727
Total Expenses per Form 990$1,129,727
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hillel FoundationNorman, OK-Support the Hillel F$50,000
Jewish Theatre of OklahomaOklahoma City, OK-2024-2025 Season$15,000
American Red Cross--Tornado Relief$10,000
Summer Sleepaway Camp Scholarships--Camp Scholarships$8,000
United Way of Oklahoma--Tornado Relief$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Anyone who makes a donation to the annual campaign is a member of the organization.”

Form 990, Page 6, Part VI, Line 7A

“The president of the board can appoint a member to the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the federation's outsourced cpa firm along with the executive director”

Form 990, Page 6, Part VI, Line 12C

“All board members - voting and ex-officio - sign a conflict of interest form on an annual basis which is required by the organization and board.”

Form 990, Page 6, Part VI, Line 19

“All governing documents are available at the office upon request.”

Filing and Contact Details

Filer

Filer Name
Jewish Federation of Greater
EIN
73-0579276
Phone
4058483132
Address
710 W WILSHIRE BLVD, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Adam Brooks
Title
President
Phone
4058483132
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Brooks
Formed
1983
Legal Domicile
Ok
Voting Board Members
33
Independent Board Members
32
Employees
37
Volunteers
20

Preparer

Firm
Elmer and Associates Pllc
Address
833 S KELLY AVE SUITE 160, EDMOND, OK 73003
Preparer
Michael L Elmer
Phone
4053405974
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“Yom hashoah/holocaust remembrance program is open to the community at large.”

Form 990, Part XI, Line 9

“ROUNDING 2”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Realized gain on sale of investments 0”

Schedule D, Page 4, Part XII, Line 2D

“ROUNDING 0”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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