2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
JEWISH FEDERATION OF TULSA
PLANTING SEEDS OF HOPE
2020 ANNUAL REPORT
2020 2020 ANNUAL ANNUAL REPORT REPORT || ENSURING ENSURING THE THE JEWISH JEWISH FUTURE FUTURE || COMMUNITY COMMUNITY ENGAGEMENT ENGAGEMENT || HELPING HELPING PEOPLE PEOPLE IN IN NEED NEED
The success of the Jewish Federation derives from an engaged Board of Directors, dedicated staff, generous donors, and an abundance of committed volunteers. Our work is guided by these core values: KEHILA - COMMUNITY: Fostering a connected and collaborative Jewish community, characterized by respect, empathy, and understanding. TZEDAKAH – JUSTICE: Continuously improving the quality of life of all Tulsans, as well as our partners nationally and in Israel, through philanthropic giving of our resources and time. L’DOR V’DOR – FROM GENERATION TO GENERATION: Sustaining the culture, traditions, and collective memory of the Jewish people, through innovative intergenerational programming that is meaningful, educational, and fun.
FROM OUR EXECUTIVE DIRECTOR The Jewish Federation of Tulsa is a cornerstone for Jewish culture and life in Tulsa. Connecting regularly with Jewish Tulsans, your Federation works to advance and promote Jewish life through philanthropic, social, and community programs. The past twelve months have been punctuated by notable successes and significant challenges. However, we will continue to add value to our successes as we meet the myriad challenges of the COVID-19 pandemic. Crisis has a way of eliciting both the best and often the worst in communities. Regarding the Jewish Federation of Tulsa, our boards, members, staff, and community, only the best has emerged. Thank you all for your caring support and tireless efforts. Drew Diamond
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
PRESIDENT Larry Feldman Allan Avery Klara Bode Paul Brodsky Brian Brouse John Clayman Gloria Estlin Lori Frank Alex Goldberg Jared Goldfarb Jennifer Joels Ed Kaplan Matt Katz Myron Katz Jackie Lasky Itzik Levin Lori Lieb-Rosas
Mark Lobo Nancy Lobo Michael Mudd David Patterson Jennifer Paxton Ari Rotenberg Lynn Schusterman Joe Secan Ed Sherman Terrie Shipley John Sieler Norm Simon Andrew Spector Jon Stolper Angela Taubman Eva Unterman Andrew Wolov Jodi Finer Zalk Stephen Zeligson
Drew Diamond, Executive Director Tom Gill, Deputy Executive Director, Finance and Administration Alix Liiv, Deputy Director of Operations Tracey Herst-Woods, Director: Museum Operations Martha Kelley, CSJCC Deputy Director Liat Gal, Shlicha Mindy Prescott, Director: Special Projects Mickel Yantz, Director: Collections & Exhibitions Charles Taylor, Director: Exhibit Services Nancy Pettus, Director: Holocaust Education Stephanie Blackwell, CSJCC Fitness Manager Debbie O’Hearn, Executive Assistant, Editor of Tulsa Jewish Review Shelly Callahan, Membership & Accounting Assistant Lorri Krisman, Accounting Associate & Campaign Coordinator Falisha Brown, Front Desk Supervisor Garland Wefer, Facilities Manager Ruben Rojas, Maintenance
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
JFT LEADERSHIP JFT BOARD OF DIRECTORS STAFF 2020
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
A WORD FROM OUR LEADERS LARRY FELDMAN
The Tulsa Jewish community, like the broader American Jewish Community, continues to witness the seemingly ceaseless battle between hope and apathy. There are incredible examples in the Tulsa Jewish community of hope consuming community-minded ‘mensches.’ They devoted their time, effort, and personal fortunes in response to this value. The campus for the Jewish Federation of Tulsa is a striking manifestation of that conviction.
LARRY FELDMAN President
Hope has been a theme from the beginning of Jewish history, starting with the Torah. We have survived over 5780 years because of it. And now, the most palpable living example of Jewish hope is Israel. The day Jews let hope give way to apathy, is the day the Jewish community will dwindle into non-existence. I hope in Tulsa we can regain a sense of optimistic urgency about our community. We have our own set of ‘forefathers’ who felt compelled by it. Our community needs to feel the sort of hope that gives it pride in its Jewishness and certainty that it will flourish. We need to again consider fellow Jews as family. I can only Hope.
ANGELA TAUBMAN
“There is hope in dreams, imagination, and in the courage of those who wish to make those dreams a reality.” – DR. JONAS SALK The Federation is here to help and offer hope to the community through this difficult time. Our staff is working diligently to meet immediate and long-term needs as we weather this crisis together. With the building temporarily closed, they have been innovative in creating platforms to engage our members. From the museum adding photos of the exhibits to the website so that the public can virtually experience our beautiful space, to our Shlicha live streaming on social media, it has been remarkable to see.
ANGELA TAUBMAN Incoming President
I am hopeful that when this uncertain and difficult time passes, we will continue to implement some of these new ideas to engage our community for the future. The goal for us should be to bring our rich Jewish heritage to life in the twenty-first century, in a way that is true to traditions but emphasizes Jewish identity and our values across all generations.
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
WHEN YOU MAKE A PLEDGE TO THE FEDERATION THIS IS WHERE YOUR MONEY GOES Campaign dollars in action
Mizel 8% JFT Programs 37%
Marketing/ TJR 9.5%
Local Jewish Partners 11%
Israel and Abroad 14.5%
JCC 20%
WHAT DOES THE JEWISH FEDERATION MEAN TO YOU? JFT Board members answered that question. We are certain one of these answers applies to you too! • THE CENTER OF JEWISH LIFE • THE PLACE WHERE ALL JEWS, REGARDLESS OF AFFILIATION, CAN COME TOGETHER • A VITAL ORGANIZATION THAT OFFERS PROGRAMMING SEPARATE FROM ALL HOUSES OF WORSHIP • THE BEATING HEART FULL OF PEOPLE AND VALUES • AN ORGANIZATION THAT CAN UNITE THE ENTIRE COMMUNITY • A PLACE OF INCLUSION AND EDUCATION TO BRING THE ENTIRE CITY AND COMMUNITY TOGETHER • A UNITED JEWISH COMMUNITY
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
FINANCIAL POSITION SUMMARIZED BALANCE SHEET (UNAUDITED)
(Rounded to nearest 000’s) (Calendar Year Basis) 2019 2018* Cash $688,000 $472,000 Receivables 600,000 388,000 Investments 28,579,000 23,134,000 Fixed Assets 4,601,000 4,338,000 Other Assets 41,000 75,000 Total Assets $34,509,000 $28,407,000 Liabilities Net Assets
$903,000 33,606,000
$644,000 27,763,000
Total Liabilities/Net Assets
$34,509,000
$28,407,000
SUMMARIZED PROFIT & LOSS (UNAUDITED) (Rounded to nearest 000’s) (Calendar Year Basis) Revenues - All Allocations/Grants & Programs Depreciation & Bad Debts Net Revenues (Expenditures)
2019 2018* $12,438,000 $ 3,537,000 (6,012,000) (5,571,000) (584,000) (657,000) $ 5,842,000 $(2,691,000)
* The Sherwin Miller Museum of Jewish Art (SMM) was merged with JFT effective January 1, 2018 FINANCE, ADMINISTRATION & FACILITIES MANAGEMENT
The Finance & Administration function provides services to the Federation, the Charles Schusterman Jewish Community Center, the JFT Foundation, and The Sherwin Miller Museum of Jewish Art (merged with JFT January 1, 2018). Functional responsibilities encompass the following areas: financial reporting; accounting & record keeping; information technology management; cash management & investments; bank reconciliations; pledge/membership and other revenue accounting; expense/accounts payable accounting; fixed assets accounting; audit & taxes; sales tax compliance; budgeting; property & liability insurance/risk management; and human resources including payroll, employee health plan, retirement & other benefits administration and record keeping. Of primary importance to those involved in this function is the assurance of the highest level of stewardship over the Federation’s assets and their safekeeping. The Facilities Management function provides services to the Federation, the Charles Schusterman Jewish Community Center, the JFT Foundation, and The Sherwin Miller Museum of Jewish Art, as well as the Mizel Jewish Community Day School (a separate 501(c)(3) organization). Functional responsibilities encompass the following areas: Oversight and management of the facility’s heating & air-conditioning systems, assuring the appropriate level of temperature comfort coupled with effecting the most efficient use & lowest cost of energy & water; quality maintenance and upkeep of the facility’s building, grounds, pool, sports complex and equipment; efficient & effective event set-up and break-down; daily porter services for all facility users; oversight of services provided by outside vendors/contractors, including housekeeping, electric, plumbing, grounds/landscaping, & pest-control; needed capital projects identification, specifications & cost estimation, bid letting & implementation. The objective of the Facilities Management personnel is to assure the Federation’s campus & facilities are kept beautiful as well as functional at all times, they are managed & maintained for the benefit of its many users, and such is performed in the most efficient and cost-effective manner.
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
THESE THREE MAIN PILLARS GUIDE OUR PROGRAMS AND SERVICES ENSURING THE JEWISH FUTURE: PJ LIBRARY “We are so excited about our first book from PJ Library! Thanks to the Jewish Federation of Tulsa for gifting our child with a book that highlights Jewish culture and values. Thanks Jewish Federation of Tulsa for fostering reading and heritage in our community.”
– CHRISTY TURKISH, YOUNG JEWISH PROFESSIONAL, PEARL SOCIETY MEMBER AND PJ LIBRARY RECIPIENT
COMMUNITY ENGAGEMENT: YOZMIM K’AHILA
Young Adult Israel Trip: How Philanthropic Entrepreneurship Strengthens Community I Sept 2019 “Before this trip, I almost forgot why people care about philanthropy and making contributions to other people. I am so grateful for my experience on this trip, and I cannot thank those who made it possible enough - it made me realize that when I grow up and have the means to make these experiences possible for other people, I definitely will. The impact that not only being/exploring Israel had on me, but being able to do it with such amazing people from Tulsa will last my whole life.” – MICHAEL LERNER, JEWISH YOUNG PROFESSIONAL
HELPING PEOPLE IN NEED: THE PEARL SOCIETY Cultivate your spirit of philanthropy. The Pearl Society recognizes women who give from the heart. When you give a gift of $180 or more to the Jewish Federation’s Annual Campaign, you share a bond with women in Tulsa who are committed to the welfare and continuity of Jewish people locally, in Israel, and in 70 countries around the world.
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
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A GLIMPSE INTO OUR VIBRANT COMMUNITY 1. Jennifer making calls on Super Sunday. 2. Mizel students, Baron and Paxton with Super Sunday co-chairs Michael and Jake. 3. Board member Andrew making calls for Super Sunday. 4. Hillel student Ben making calls for Super Sunday. 5. Super Sunday volunteer Leah making calls. 6. David, Michael and Stephen at Jewish Young Professionals event. 7. Maggie, Alix, Jodi, Board member Terrie, and Happie at New Era Brewery for JYP event. 8 and 9. Jillian and Yonatan along with Bekah and Ryan doing mischlot minot mitzvot.
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
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19 10. Teen Mifgash 11. Baby Leila’s first PJ Library 12. Camel rides at Festival Israel. 13. Lily at Camp Shalom 14. Owen at Camp Shalom 15. Audrey and Jasmine at Camp Shalom 16. Yom Hazikaron gathering at JFT 17. Rosh Chodesh challah made by Etel Weg 18. Hannukah happy hour with young families 19. Feeding the Soul with Justin Thompson
THANK YOU TO OUR VERY GENEROUS DONORS IN 2019 Felice Abels Steven Aberson James and Susannah Adelson Philanthropic Fund Judy Altman Ronny Altman A. Appleton Endowment Fund Jack Appleton Endowment Fund Betty Aptak Mervin Aptak David Arbital Joshua Arbital Allan Avery Estelle Avery Edgar Benarrous Judy Benarrous Molly Berger Sheldon Berger Bob Berman Laurie Berman Morris Bernstein / Ruth Slocum Dr. Marcel Binstock David Blatt Vellie Bloch Alice Blue Dr. Harvey Blumenthal Margo Blumenthal Mark Blumenthal John Bode Klara Bode Suzie Bogel Eric Bolusky Richard & Emily Bolusky Jerry Bonus* Judy Bonus Irene Bookbinder Marc Bookbinder April Borg Richard Borg Zella Borg BRACE Fund Lisa Braverman Dr. Tobie Bresloff Janet Brickman Paul Brodsky Randi Brodsky Martin Brody Shirley Brody Brouse Family Linda Brown
Sanford & Irene Burnstein Foundation Claudia & Owen Butler Sandford Cardin The James and Sharon Cash Family Foundation Iris Chandler David Charney Randee Charney Yolanda Charney Rosalie Childs Philanthropic Fund John Clayman Leah Clayman Stephen Clayman Emma Clayman Jacob Clayman Dr. Rick Cohen Lee Cohen Lee Cohn Beverly Collin Coretz Family Foundation Michael Cyter Janet Deam Joe Degen Shana Deneen Drew Diamond Louis Diamond Marilyn Diamond Sandra Dilley Dr. Robert Donaldson Sally Donaldson Robert Dormont Gary Dundee Sabrina Dundee-Darby Dunitz Family Foundation Fannie Ecker Pam Edwards Barbara & Barry Eisen Charitable Fund Bob and Gloria Estlin Fabricut, Inc. Eduardo Faingold Dr. Allan Feen Julie Felderstein Dr. Larry Feldman Amira Feldman Toby Fell David and Dr. Janice Finer Estelle Finer Nancy Fisher Rabbi Marc Fitzerman Katherine Frame
Harriet Frank Julie Frank Lori Frank Sharna & Irvin Frank Endowment Fund Sharna Frank Lion of Judah Endowment Fund Steve and Beth Frank David Friedland Liat Gal Moe Gimp Endowment Fund Susanna Ginsburg Debbie Givens Eliot Glaser Robert Gold Alex Goldberg Karen Goldberg Pamela Goldberg Cass Dr. Linda Goldenstern Jared Goldfarb Lisa Goldfarb Phil Goldfarb Dr. Harold Goldman David Goldsmith August Goldstein Endowment Fund David Golzar Sherri Goodall Michael Goodman Karen Klar Goodson Dr. Andrew Gottehrer Vandelia Graham Curtis & Joan Green Philanthropic Fund Joan Green Elana Grissom Dr. Stephen Grissom Frieda Grossbard Herbert & Roseline Gussman Family Foundation Guterman Family Foundation Cindy Guterman Michael Guterman Gail Harwood Gerald & Sharon Heller Family Foundation Howard & Lillian Hellman Barbara Heyman Ross Heyman Ron Hoffman David Holley Dr. Allen Horn Ronnie Horn
Roberta Hovis Dr. Jacob Howland Jennifer Howland Dr. David & Vicki Hurewitz Roxanne Imeson William Ivy Alan and Karole Jackere Betsy Jackson Jeanne Jacobs Mike & Jennifer Jacobs Marvin Jaffee* Joseph Jankowsky Gloria Joels Jennifer Joels Sam Joels Dennis Johnson Roy & Evelyn Jones Debra Jones Daniel Kahan Herman Kaiser Campaign Endowment Fund Philip & Miranda Kaiser Family Fund Carol Kallmeyer Joel & Karen Kantor Rebekah Kantor Edward Kaplan Ree Kaplan Dr. Cathy Kass Matt Katz Max Katz Philanthropic Fund Dr. Myron Katz & Jane Katz Beverly Kehlmann Shahnaz Khalil Klara Klein Sandra Klein Stanton Klein Craig Kovin Ilan Kozlowski Rebekah Kriegsman Ryan Kriegsman Lorri Krisman Marilyn Kulick Lee Kutner Charles Langer Merrilee Langer Al Langer Dedra Lapidus Seth Lapidus Art Lasky Jackie Lasky Jennifer Lavine Elihu & Sara Lebow
2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COMMUNITY ENGAGEMENT | HELPING PEOPLE IN NEED
THANK YOU TO OUR VERY GENEROUS DONORS IN 2019 Barry Lederman Deborah Lederman Betty Lehman Mandy Lehman Dr. Mark Lehman Itzik Levin Barbara Levin Norman Levin Shirley Levin Steve Levin Rita Levit The Levit Family Charitable Fund Mary Lhevine Lori Lieb-Rosas Alix Liiv Mark Lobo Nancy Lobo Nathan Loshak Leadership Fund Dr. E.N. Lubin & Marjorie Lubin Charitable Fund Aaron & Joyce Maissell David Maldonado Dean & Carol Mandlebaum Sallye Mann Marla Mansfield Gale Mason Donna Matles MCB Enterprises Carol Miller Malcolm Milsten Paula Milsten Leonard & Esther Morton Franklyn Moskowitz Vernon & Shiela Mudd Philanthropic Fund David Mudd Michael Mudd Andrea Myers Gregory & Cheryl Myers Ruth Kaiser Nelson Renee Neuwald Charitable Fund Betty Newman Lion of Judah Endowment Fund Don & Rita Newman Family Foundation Elana Newman Gail Newman Martin Newman Russ Newman David Nierenberg *Deceased 2019
Debbie O’Hearn Dr. Sam Oleinick Andrew Paley Sharon Paley Jennifer Paxton Odilia Pena Mike & Sharla Pinn Dr. Herbert Plost Phyllis Plost Marsha Polin Cindy Pollack Gena Pollack Dr. Michael Pollak Maura Pollak Jerry & Jan Potash Harris Prescott Mindy Prescott R & B Charitable Foundation Lisa Rambach-Padek Phyllis Raskin Robert Raskin Andrea Reese Brina Reinstein Elissa Renberg Faye Rich Sara Rich Dora Roberts Campaign Endowment Fund Marvin & Faye Robinowitz Philanthropic Fund Dr. Bernard & Marcy Robinowitz Philanthropic Fund Coleman Robison Robert Roseboro Nancy Rosen Lois Rosenstein Sylvia Rosenthal Madelyn Rosenthal Terry Rosenthal Ari and Sara Rotenberg Don and Barbara Rotenberg Dr. Stephen & Nikki Sack Bradley & Adria Sanditen Harold Sanditen & Thanasis Kalantzis Philanthropic Fund Mildred Sanditen Lion of Judah Endowment Fund Scott & Jolene Sanditen Philanthropic Fund Wilfred & Jean Sanditen Philanthropic Fund
Dr. Gerald & Kathy Sandler David Schmiege Nina Schmiege Stephen Schoffman Eric Scholl Dr. John Schumann Dr. Sarah-Anne Schumann Charles and Lynn Schusterman Family Foundation Curtis Scissons Regina Scissons Joe Secan John Seibold Edward Shane Anne Shapiro Stan Shapiro Edward & Betty Sherman Rabbi Charles & Nancy Sherman Terrie Shipley Sidney Shupack John Sieler Craig Silberg Irene Silberg Janet Simmons Dr. Norman Simon Bruce Singer Marj Singer Lion of Judah Endowment Fund Peggy Sitrin Mary Ann Smith Mona Smith Donald Snitz Jerry Sokol Susan Sokol Harvey Solomon Morton Solomon Andrew Spector Melanie Spector Dr. Ira Spector Bessie Speyer Harold Springer Ruth Springer Erin Stackenwalt Harold Stein* Jared Stern Terrie Stidham Angie Stolper Jon Stolper Nancy Stolper Dave & Barbara Sylvan T-F Foundation
Jeffrey Tanenhaus Dr. Jacob & Kristi Tarabolous Angela Taubman Isrella Taxon Sandra Tilkin & Michael May Kristin Towles Dr. Sven Treitel Eva Unterman Ronald Viner Sandra Viner Marc Wagman Rhonda Wagnon Cheryl Wallace David Wambold Erin Wambold Bobbi Warshaw Robert Warshaw Zachary & Barbara Waxman Etel Weg Rabbi Yehuda Weg Leo & Judee Weinberg Rabbi Michael Weinstein Cantor Laurie Weinstein Dr. Peter Wenger Dr. Jill Wenger Clark & Michelle Wiens Ron & Latona Willhoite Philip & Janice Wilner Sarah Winchester Dr. Ronald Winder Barbara Winder Don Winett Howard Wolf Diane Wolff Steven Woller Andrew & Nancy Wolov Dr. Richard and Dr. Linda Young Mat Zalk Jodi Finer Zalk Anne and Henry Zarrow Foundation Judy Zarrow Kishner Zarrow Families Foundation Joel and Betsy Zeligson Stephen Zeligson Phyllis Zeligson Jane Zemel
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