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PLANTINGSEEDSOFHOPE2020 ANNUAL REPORT

JEWISH FEDERATION OF TULSA

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EED 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.

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

FROM OUR EXECUTIVE DIRECTOR

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JFT LEADERSHIPBOARD OF DIRECTORS2020PRESIDENTLarry Feldman

Allan AveryKlara BodePaul Brodsky Brian Brouse John Clayman Gloria Estlin Lori FrankAlex GoldbergJared GoldfarbJennifer JoelsEd KaplanMatt KatzMyron Katz Jackie Lasky Itzik Levin Lori Lieb-Rosas

Mark Lobo Nancy LoboMichael MuddDavid Patterson Jennifer PaxtonAri RotenbergLynn SchustermanJoe SecanEd ShermanTerrie ShipleyJohn SielerNorm SimonAndrew SpectorJon StolperAngela TaubmanEva UntermanAndrew WolovJodi Finer Zalk Stephen Zeligson

2020 ANNUAL REPORT | ENSURING THE JEWISH FUTURE | COM

MUNITY ENGAGEM

ENT | HELPING PEOPLE IN NEED

JFT STAFF

Drew Diamond, Executive DirectorTom Gill, Deputy Executive Director, Finance and AdministrationAlix Liiv, Deputy Director of OperationsTracey Herst-Woods, Director: Museum OperationsMartha Kelley, CSJCC Deputy DirectorLiat Gal, ShlichaMindy Prescott, Director: Special ProjectsMickel Yantz, Director: Collections & ExhibitionsCharles Taylor, Director: Exhibit ServicesNancy Pettus, Director: Holocaust EducationStephanie Blackwell, CSJCC Fitness ManagerDebbie O’Hearn, Executive Assistant, Editor of Tulsa Jewish ReviewShelly Callahan, Membership & Accounting AssistantLorri Krisman, Accounting Associate & Campaign CoordinatorFalisha Brown, Front Desk SupervisorGarland Wefer, Facilities ManagerRuben Rojas, Maintenance

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A WORD FROM OUR LEADERS

LARRY FELDMANThe 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.

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.

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.

LARRY FELDMANPresident

ANGELA TAUBMANIncoming President

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Campaign dollarsin action JFT Programs 37%

Mizel 8%

Marketing/ TJR 9.5%

Local Jewish Partners 11%

JCC 20%Israel and Abroad 14.5%

• 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

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!

WHEN YOU MAKE A PLEDGE TO THE FEDERATION THIS IS WHERE YOUR MONEY GOES

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SUMMARIZED BALANCE SHEET (UNAUDITED) (Rounded to nearest 000’s)(Calendar Year Basis) 2019 2018*Cash $688,000 $472,000Receivables 600,000 388,000Investments 28,579,000 23,134,000Fixed Assets 4,601,000 4,338,000Other Assets 41,000 75,000 Total Assets $34,509,000 $28,407,000

Liabilities $903,000 $644,000Net Assets 33,606,000 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) 2019 2018*Revenues - All $12,438,000 $ 3,537,000Allocations/Grants & Programs (6,012,000) (5,571,000)Depreciation & Bad Debts (584,000) (657,000)Net Revenues (Expenditures) $ 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 MANAGEMENTThe 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 provid-ed 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.

FINANCIAL POSITION

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THESE THREE MAIN PILLARSGUIDE OUR PROGRAMS AND SERVICES

COMMUNITY ENGAGEMENT: YOZMIM K’AHILAYoung 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 Tulsawill last my whole life.”

– MICHAEL LERNER, JEWISH YOUNG PROFESSIONAL

HELPING PEOPLE IN NEED: THE PEARL SOCIETYCultivate 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.

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

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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 Sunday5. 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

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A GLIMPSE INTO OUR VIBRANT COMMUNITY

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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 with Chabad 18. Hannukah happy hour with young families 19. Feeding the Soul with Justin Thompson

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Felice Abels Steven AbersonJames and Susannah Adelson Philanthropic FundJudy Altman Ronny AltmanA. Appleton Endowment FundJack Appleton Endowment FundBetty AptakMervin AptakDavid ArbitalJoshua ArbitalAllan AveryEstelle AveryEdgar BenarrousJudy BenarrousMolly BergerSheldon BergerBob BermanLaurie BermanMorris Bernstein / Ruth SlocumDr. Marcel BinstockDavid BlattVellie BlochAlice BlueDr. Harvey BlumenthalMargo BlumenthalMark BlumenthalJohn BodeKlara BodeSuzie BogelEric BoluskyRichard & Emily BoluskyJerry Bonus*Judy BonusIrene BookbinderMarc BookbinderApril BorgRichard BorgZella BorgBRACE FundLisa BravermanDr. Tobie BresloffJanet BrickmanPaul BrodskyRandi BrodskyMartin BrodyShirley BrodyBrouse FamilyLinda Brown

Sanford & Irene Burnstein FoundationClaudia & Owen ButlerSandford Cardin The James and Sharon Cash Family FoundationIris ChandlerDavid CharneyRandee CharneyYolanda CharneyRosalie Childs Philanthropic Fund John Clayman Leah Clayman Stephen ClaymanEmma ClaymanJacob ClaymanDr. Rick CohenLee CohenLee CohnBeverly CollinCoretz Family FoundationMichael CyterJanet DeamJoe DegenShana DeneenDrew DiamondLouis DiamondMarilyn DiamondSandra DilleyDr. Robert DonaldsonSally DonaldsonRobert DormontGary DundeeSabrina Dundee-DarbyDunitz Family FoundationFannie EckerPam EdwardsBarbara & Barry Eisen Charitable FundBob and Gloria EstlinFabricut, Inc.Eduardo FaingoldDr. Allan FeenJulie FeldersteinDr. Larry FeldmanAmira FeldmanToby FellDavid and Dr. Janice Finer Estelle Finer Nancy FisherRabbi Marc Fitzerman Katherine Frame

Harriet FrankJulie Frank Lori Frank Sharna & Irvin Frank Endowment FundSharna Frank Lion of Judah Endowment FundSteve and Beth Frank David FriedlandLiat GalMoe Gimp Endowment FundSusanna GinsburgDebbie GivensEliot GlaserRobert GoldAlex GoldbergKaren GoldbergPamela Goldberg CassDr. Linda GoldensternJared GoldfarbLisa GoldfarbPhil GoldfarbDr. Harold GoldmanDavid GoldsmithAugust Goldstein Endowment FundDavid GolzarSherri GoodallMichael GoodmanKaren Klar GoodsonDr. Andrew GottehrerVandelia GrahamCurtis & Joan Green Philanthropic FundJoan Green Elana GrissomDr. Stephen GrissomFrieda GrossbardHerbert & Roseline Gussman Family FoundationGuterman Family FoundationCindy Guterman Michael Guterman Gail HarwoodGerald & Sharon Heller Family FoundationHoward & Lillian HellmanBarbara HeymanRoss HeymanRon HoffmanDavid HolleyDr. Allen HornRonnie Horn

Roberta HovisDr. Jacob HowlandJennifer HowlandDr. David & Vicki HurewitzRoxanne ImesonWilliam IvyAlan and Karole JackereBetsy JacksonJeanne JacobsMike & Jennifer JacobsMarvin Jaffee*Joseph JankowskyGloria JoelsJennifer JoelsSam JoelsDennis JohnsonRoy & Evelyn JonesDebra JonesDaniel KahanHerman Kaiser Campaign Endowment FundPhilip & Miranda Kaiser Family FundCarol KallmeyerJoel & Karen KantorRebekah KantorEdward KaplanRee KaplanDr. Cathy Kass Matt KatzMax Katz Philanthropic FundDr. Myron Katz & Jane KatzBeverly KehlmannShahnaz KhalilKlara KleinSandra KleinStanton KleinCraig KovinIlan KozlowskiRebekah KriegsmanRyan KriegsmanLorri KrismanMarilyn KulickLee KutnerCharles LangerMerrilee LangerAl LangerDedra LapidusSeth LapidusArt LaskyJackie LaskyJennifer LavineElihu & Sara Lebow

THANK YOU TO OUR VERY GENEROUS DONORS IN 2019

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*Deceased 2019

Barry LedermanDeborah LedermanBetty LehmanMandy LehmanDr. Mark LehmanItzik LevinBarbara LevinNorman LevinShirley LevinSteve LevinRita Levit The Levit Family Charitable FundMary LhevineLori Lieb-RosasAlix LiivMark LoboNancy LoboNathan Loshak Leadership FundDr. E.N. Lubin & Marjorie Lubin Charitable FundAaron & Joyce MaissellDavid MaldonadoDean & Carol MandlebaumSallye MannMarla MansfieldGale MasonDonna MatlesMCB EnterprisesCarol MillerMalcolm MilstenPaula MilstenLeonard & Esther MortonFranklyn MoskowitzVernon & Shiela Mudd Philanthropic FundDavid MuddMichael MuddAndrea MyersGregory & Cheryl MyersRuth Kaiser Nelson Renee Neuwald Charitable FundBetty Newman Lion of Judah Endowment FundDon & Rita Newman Family FoundationElana NewmanGail NewmanMartin NewmanRuss NewmanDavid Nierenberg

Debbie O’HearnDr. Sam OleinickAndrew PaleySharon PaleyJennifer PaxtonOdilia PenaMike & Sharla PinnDr. Herbert PlostPhyllis PlostMarsha PolinCindy PollackGena PollackDr. Michael PollakMaura PollakJerry & Jan PotashHarris PrescottMindy PrescottR & B Charitable FoundationLisa Rambach-PadekPhyllis RaskinRobert RaskinAndrea ReeseBrina ReinsteinElissa RenbergFaye RichSara RichDora Roberts Campaign Endowment FundMarvin & Faye Robinowitz Philanthropic FundDr. Bernard & Marcy Robinowitz Philanthropic FundColeman Robison Robert RoseboroNancy Rosen Lois RosensteinSylvia RosenthalMadelyn RosenthalTerry RosenthalAri and Sara RotenbergDon and Barbara RotenbergDr. Stephen & Nikki SackBradley & Adria Sanditen Harold Sanditen & Thanasis Kalantzis Philanthropic FundMildred Sanditen Lion of Judah Endowment FundScott & Jolene Sanditen Philanthropic FundWilfred & Jean Sanditen Philanthropic Fund

Dr. Gerald & Kathy SandlerDavid SchmiegeNina SchmiegeStephen SchoffmanEric SchollDr. John SchumannDr. Sarah-Anne SchumannCharles and Lynn Schusterman Family FoundationCurtis ScissonsRegina ScissonsJoe SecanJohn SeiboldEdward ShaneAnne ShapiroStan ShapiroEdward & Betty ShermanRabbi Charles & Nancy ShermanTerrie ShipleySidney ShupackJohn SielerCraig SilbergIrene SilbergJanet SimmonsDr. Norman SimonBruce SingerMarj Singer Lion of Judah Endowment FundPeggy SitrinMary Ann SmithMona SmithDonald SnitzJerry SokolSusan SokolHarvey SolomonMorton SolomonAndrew SpectorMelanie SpectorDr. Ira SpectorBessie SpeyerHarold SpringerRuth SpringerErin StackenwaltHarold Stein*Jared SternTerrie StidhamAngie StolperJon StolperNancy StolperDave & Barbara Sylvan T-F Foundation

Jeffrey TanenhausDr. Jacob & Kristi TarabolousAngela TaubmanIsrella TaxonSandra Tilkin & Michael MayKristin TowlesDr. Sven TreitelEva UntermanRonald VinerSandra VinerMarc WagmanRhonda WagnonCheryl WallaceDavid WamboldErin WamboldBobbi WarshawRobert WarshawZachary & Barbara WaxmanEtel WegRabbi Yehuda WegLeo & Judee WeinbergRabbi Michael WeinsteinCantor Laurie WeinsteinDr. Peter WengerDr. Jill WengerClark & Michelle Wiens Ron & Latona WillhoitePhilip & Janice WilnerSarah WinchesterDr. Ronald WinderBarbara WinderDon WinettHoward Wolf Diane Wolff Steven WollerAndrew & Nancy WolovDr. Richard and Dr. Linda YoungMat ZalkJodi Finer ZalkAnne and Henry Zarrow FoundationJudy Zarrow KishnerZarrow Families FoundationJoel and Betsy ZeligsonStephen ZeligsonPhyllis ZeligsonJane Zemel

2021 EAST 71ST STREETTULSA, OK 74136

918-495-1111 | WWW.JEWISHTULSA.ORG