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2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEEDJEWISH FEDERATION OF TULSAPLANTINGSEEDSOFHOPE2020 ANNUAL REPORT

20202020 ANNUALANNUAL REPORTREPORT ENSURINGENSURING THETHE JEWISHJEWISH FUTUREFUTURE COMMUNITYCOMMUNITY ENGAGEMENTENGAGEMENT HELPINGHELPING PEOPLEPEOPLE ININ NEEDNEEDThe success of the Jewish Federation derives from an engagedBoard of Directors, dedicated staff, generous donors, and anabundance of committed volunteers.Our work is guided by these core values:KEHILA - COMMUNITY: Fostering a connected and collaborative Jewishcommunity, characterized by respect, empathy, and understanding.TZEDAKAH – JUSTICE: Continuously improving the quality of life of allTulsans, as well as our partners nationally and in Israel, through philanthropicgiving of our resources and time.L’DOR V’DOR – FROM GENERATION TO GENERATION: Sustaining theculture, traditions, and collective memory of the Jewish people, throughinnovative intergenerational programming that is meaningful, educational,and fun.FROM OUREXECUTIVE DIRECTORThe Jewish Federation of Tulsa is a cornerstone for Jewish culture and lifein Tulsa. Connecting regularly with Jewish Tulsans, your Federation worksto advance and promote Jewish life through philanthropic, social, andcommunity programs. The past twelve months have been punctuated bynotable successes and significant challenges. However, we will continueto add value to our successes as we meet the myriad challenges of theCOVID-19 pandemic. Crisis has a way of eliciting both the best and oftenthe worst in communities. Regarding the Jewish Federation of Tulsa, ourboards, members, staff, and community, only the best has emerged. Thankyou all for your caring support and tireless efforts.Drew Diamond

2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEEDPRESIDENTLarry FeldmanAllan AveryKlara BodePaul BrodskyBrian BrouseJohn ClaymanGloria EstlinLori FrankAlex GoldbergJared GoldfarbJennifer JoelsEd KaplanMatt KatzMyron KatzJackie LaskyItzik LevinLori Lieb-RosasMark LoboNancy LoboMichael MuddDavid PattersonJennifer PaxtonAri RotenbergLynn SchustermanJoe SecanEd ShermanTerrie ShipleyJohn SielerNorm SimonAndrew SpectorJon StolperAngela TaubmanEva UntermanAndrew WolovJodi Finer ZalkStephen ZeligsonDrew Diamond, Executive DirectorTom Gill, Deputy ExecutiveDirector, Finance andAdministrationAlix Liiv, Deputy Directorof OperationsTracey Herst-Woods, Director:Museum OperationsMartha Kelley, CSJCCDeputy DirectorLiat Gal, ShlichaMindy Prescott, Director:Special ProjectsMickel Yantz, Director:Collections & ExhibitionsCharles Taylor, Director:Exhibit ServicesNancy Pettus, Director:Holocaust EducationStephanie Blackwell, CSJCCFitness ManagerDebbie O’Hearn, ExecutiveAssistant, Editor of TulsaJewish ReviewShelly Callahan, Membership &Accounting AssistantLorri Krisman, AccountingAssociate & CampaignCoordinatorFalisha Brown, Front DeskSupervisorGarland Wefer, Facilities ManagerRuben Rojas, Maintenance2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEEDJFT LEADERSHIPJFTBOARD OF DIRECTORS STAFF2020

2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEEDA WORD FROM OUR LEADERSLARRY FELDMANThe Tulsa Jewish community, like the broader American JewishCommunity, continues to witness the seemingly ceaseless battlebetween hope and apathy. There are incredible examples in theTulsa Jewish community of hope consuming community-minded‘mensches.’ They devoted their time, effort, and personal fortunesin response to this value. The campus for the Jewish Federation ofTulsa is a striking manifestation of that conviction.LARRY FELDMANPresidentHope has been a theme from the beginning of Jewish history,starting with the Torah. We have survived over 5780 years becauseof it. And now, the most palpable living example of Jewish hope isIsrael.The day Jews let hope give way to apathy, is the day the Jewishcommunity will dwindle into non-existence. I hope in Tulsa we canregain a sense of optimistic urgency about our community. We haveour own set of ‘forefathers’ who felt compelled by it. Our communityneeds to feel the sort of hope that gives it pride in its Jewishness andcertainty that it will flourish. We need to again consider fellow Jewsas family. I can only Hope.ANGELA TAUBMAN“There is hope in dreams, imagination, and in the courage of thosewho wish to make those dreams a reality.” – DR. JONAS SALKThe Federation is here to help and offer hope to the communitythrough this difficult time. Our staff is working diligently to meetimmediate and long-term needs as we weather this crisis together.With the building temporarily closed, they have been innovativein creating platforms to engage our members. From the museumadding photos of the exhibits to the website so that the public canvirtually experience our beautiful space, to our Shlicha live streamingon social media, it has been remarkable to see.ANGELA TAUBMANIncoming PresidentI am hopeful that when this uncertain and difficult time passes, wewill continue to implement some of these new ideas to engage ourcommunity for the future. The goal for us should be to bring our richJewish heritage to life in the twenty-first century, in a way that is trueto traditions but emphasizes Jewish identity and our values acrossall generations.

2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEEDWHEN YOU MAKE A PLEDGE TOTHE FEDERATION THIS IS WHEREYOUR MONEY GOESCampaign dollarsin actionMizel 8%JFT Programs 37%Marketing/TJR 9.5%Local JewishPartners 11%Israel and Abroad14.5%JCC 20%WHAT DOES THE JEWISHFEDERATION MEAN TO YOU?JFT Board members answered that question. We are certainone 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 FROMALL 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 CITYAND COMMUNITY TOGETHER A UNITED JEWISH COMMUNITY

2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEEDFINANCIAL POSITIONSUMMARIZED BALANCE SHEET (UNAUDITED)(Rounded to nearest 000’s)(Calendar Year Basis)20192018*Cash 688,000 00023,134,000Fixed Assets4,601,0004,338,000Other Assets41,00075,000Total Assets 34,509,000 28,407,000LiabilitiesNet AssetsTotal Liabilities/Net AssetsSUMMARIZED PROFIT & LOSS (UNAUDITED)(Rounded to nearest 000’s)(Calendar Year Basis)Revenues - AllAllocations/Grants & ProgramsDepreciation & Bad DebtsNet Revenues (Expenditures) 903,00033,606,000 644,00027,763,000 34,509,000 28,407,0002019 12,438,000(6,012,000)(584,000) 5,842,0002018* 3,537,000(5,571,000)(657,000) (2,691,000)* The Sherwin Miller Museum of Jewish Art (SMM) was merged with JFT effective January 1, 2018FINANCE, 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 responsibilitiesencompass the following areas: financial reporting; accounting & record keeping; information technology management; cashmanagement & investments; bank reconciliations; pledge/membership and other revenue accounting; expense/accounts payableaccounting; 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. Ofprimary importance to those involved in this function is the assurance of the highest level of stewardship over the Federation’sassets and their safekeeping.The Facilities Management function provides services to the Federation, the Charles Schusterman Jewish Community Center, theJFT Foundation, and The Sherwin Miller Museum of Jewish Art, as well as the Mizel Jewish Community Day School (a separate501(c)(3) organization). Functional responsibilities encompass the following areas: Oversight and management of the facility’sheating & air-conditioning systems, assuring the appropriate level of temperature comfort coupled with effecting the most efficientuse & lowest cost of energy & water; quality maintenance and upkeep of the facility’s building, grounds, pool, sports complex andequipment; 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 capitalprojects identification, specifications & cost estimation, bid letting & implementation. The objective of the Facilities Managementpersonnel 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 NEEDTHESE THREE MAIN PILLARSGUIDE OUR PROGRAMS AND SERVICESENSURING THE JEWISH FUTURE: PJ LIBRARY“We are so excited about our first book from PJLibrary! Thanks to the Jewish Federation of Tulsafor gifting our child with a book that highlightsJewish culture and values. Thanks JewishFederation of Tulsa for fostering reading andheritage in our community.”– CHRISTY TURKISH, YOUNG JEWISH PROFESSIONAL,PEARL SOCIETY MEMBER AND PJ LIBRARY RECIPIENTCOMMUNITY ENGAGEMENT: YOZMIM K’AHILAYoung Adult Israel Trip: How PhilanthropicEntrepreneurship Strengthens Community I Sept 2019“Before this trip, I almost forgot why people careabout philanthropy and making contributions to otherpeople. I am so grateful for my experience on thistrip, and I cannot thank those who made it possibleenough - it made me realize that when I grow up andhave the means to make these experiences possiblefor other people, I definitely will. The impact that notonly being/exploring Israel had on me, but being ableto do it with such amazing people from Tulsawill last my whole life.”– MICHAEL LERNER, JEWISH YOUNG PROFESSIONALHELPING PEOPLE IN NEED: THE PEARL SOCIETYCultivate your spirit of philanthropy. The PearlSociety recognizes women who give from the heart.When you give a gift of 180 or more to the JewishFederation’s Annual Campaign, you share a bond withwomen in Tulsa who are committed to the welfareand continuity of Jewish people locally, in Israel, andin 70 countries around the world.

2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEED147253689A GLIMPSE INTO OUR VIBRANT COMMUNITY1. Jennifer making calls on Super Sunday 2. Mizel students, Baron and Paxton with Super Sunday co-chairs Michael andJake 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 event7. Maggie, Alix, Jodi, Board member Terrie, and Happie at New Era Brewery for JYP event 8 and 9. Jillian and Yonatanalong with Bekah and Ryan doing mischlot minot mitzvot

2020 ANNUAL REPORT ENSURING THE JEWISH FUTURE COMMUNITY ENGAGEMENT HELPING PEOPLE IN NEED1013111412151617181910. Teen Mifgash 11. Baby Leila’s first PJ Library 12. Camel rides at Festival Israel 13. Lily at Camp Shalom14. Owen at Camp Shalom 15. Audrey and Jasmine at Camp Shalom 16. Yom Hazikaron gathering at JFT17. Rosh Chodesh challah made by Etel with Chabad 18. Hannukah happy hour with young families 19. Feedingthe Soul with Justin Thompson