COUNCIL FOR JEWISH ELDERLY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
COUNCIL FOR JEWISH ELDERLY (EIN 36-2727597)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-18
IRS object ID
202411099349300811
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-04-18T09:41:42-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 South Wacker Dr Suite 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606063392ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362727597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish ElderlyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOUNBusinessNameControlTxt
Phone7735081000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 West Touhy AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60645ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStacey TurnerPersonNm
Person TitleVice President/CFOPersonTitleTxt
Phone7735081000PhoneNum
Signature2024-04-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStaceyPersonFirstNm
Person LastTurnerPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2024-04-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CJE SeniorLifeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDaniel FaginPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 West Touhy AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60645ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$58,049,314GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.CJE.netWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSee Schedule OActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent48VotingMembersIndependentCnt
Total Employee460TotalEmployeeCnt
Total Volunteers958TotalVolunteersCnt
Total Gross UBI$22,901TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$19,096NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,990,227PYContributionsGrantsAmt
CY Contributions Grants$16,170,550CYContributionsGrantsAmt
PY Program Service Revenue$37,185,739PYProgramServiceRevenueAmt
CY Program Service Revenue$40,818,353CYProgramServiceRevenueAmt
PY Investment Income$8,284,440PYInvestmentIncomeAmt
CY Investment Income$517,436CYInvestmentIncomeAmt
PY Other Revenue$596,482PYOtherRevenueAmt
CY Other Revenue$312,240CYOtherRevenueAmt
PY Total Revenue$58,056,888PYTotalRevenueAmt
CY Total Revenue$57,818,579CYTotalRevenueAmt
PY Grants And Similar Paid$12,258,744PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,571,600CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,620,087PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,086,397CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$516,275CYTotalFundraisingExpenseAmt
PY Other Expenses$16,129,952PYOtherExpensesAmt
CY Other Expenses$13,616,068CYOtherExpensesAmt
PY Total Expenses$50,008,783PYTotalExpensesAmt
CY Total Expenses$50,274,065CYTotalExpensesAmt
PY Revenues Less Expenses$8,048,105PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,544,514CYRevenuesLessExpensesAmt
Total Assets BOY$47,075,141TotalAssetsBOYAmt
Total Assets EOY$67,405,568TotalAssetsEOYAmt
Total Liabilities BOY$40,448,145TotalLiabilitiesBOYAmt
Total Liabilities EOY$51,223,886TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,626,996NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,181,682NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$23,155,686ExpenseAmt
Grant$14,571,600GrantAmt
Revenue$20,077,087RevenueAmt
DescCJE SeniorLife(See Schedule O for continuation)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,054,116ExpenseAmt
Grant$0GrantAmt
Revenue$14,302,523RevenueAmt
DescCJE SeniorLife's Weinberg Community for Senior Living(See Schedule O for continuation)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,328,502ExpenseAmt
Grant$0GrantAmt
Revenue$6,438,743RevenueAmt
DescCJE Independent Housing(See Schedule O for continuation)Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$39,538,304TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document118IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee460EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member48IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stacey TurnerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7735081000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 West Touhy AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60645ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Michael Saltzman
Chair2.00Yes (X)Yes (X)$0$0$0
Julia Bikbova
Vice Chair2.00Yes (X)Yes (X)$0$0$0
Jeff Graff
Vice Chair2.00Yes (X)Yes (X)$0$0$0
Terri Freeman
Secretary2.00Yes (X)Yes (X)$0$0$0
James M Feldman
Treasurer2.00Yes (X)Yes (X)$0$0$0
Marc L Berman
Director1.00Yes (X)$0$0$0
Eve Biller
Director1.00Yes (X)$0$0$0
Charles M Bley
Director1.00Yes (X)$0$0$0
David Block
Director1.00Yes (X)$0$0$0
Sam Brilliant
Director1.00Yes (X)$0$0$0
Dennis J Carlin
Director1.00Yes (X)$0$0$0
Greg Danzinger
Director1.00Yes (X)$0$0$0
Alan M Ellenby
Director1.00Yes (X)$0$0$0
Vern Gideon
Director1.00Yes (X)$0$0$0
William I Goldberg
Director1.00Yes (X)$0$0$0
Allan Goldstein
Director1.00Yes (X)$0$0$0
Alan I Greene
Director1.00Yes (X)$0$0$0
Morris Kharasch
Director1.00Yes (X)$0$0$0
Nicole Katz
Director1.00Yes (X)$0$0$0
Mike Koen
Director1.00Yes (X)$0$0$0
Sondra F Kraff
Director1.00Yes (X)$0$0$0
Robert E Landsman
Director (until 10/25/22)1.00Yes (X)$0$0$0
Sandye Lerner
Director1.00Yes (X)$0$0$0
Steve Levine
Director1.00Yes (X)$0$0$0
Jay Lewkowitz
Director1.00Yes (X)$0$0$0
Marjorie H Loeb
Director1.00Yes (X)$0$0$0
Ken Lorch
Director1.00Yes (X)$0$0$0
David Macknin
Director1.00Yes (X)$0$0$0
Leslie Markman-Stern
Director1.00Yes (X)$0$0$0
Paul Miller
Director1.00Yes (X)$0$0$0
James C Mills
Director1.00Yes (X)$0$0$0
Sylvia Novick
Director1.00Yes (X)$0$0$0
Vicki E Pines
Director1.00Yes (X)$0$0$0
John Pomeranz
Director1.00Yes (X)$0$0$0
Susan Reese
Director1.00Yes (X)$0$0$0
Carl Resnick
Director1.00Yes (X)$0$0$0
Carey Rothbardt
Director1.00Yes (X)$0$0$0
Mally Z Rutkoff
Director1.00Yes (X)$0$0$0
Stephen Sandler
Director1.00Yes (X)$0$0$0
Robert L Schlossberg
Director1.00Yes (X)$0$0$0
Susan Segal
Director1.00Yes (X)$0$0$0
Judy L Smith
Director1.00Yes (X)$0$0$0
Paul Stepankovskiy
Director1.00Yes (X)$0$0$0
Abbe Temkin
Director1.00Yes (X)$0$0$0
Don Trossman
Director1.00Yes (X)$0$0$0
Sarah Warren
Director1.00Yes (X)$0$0$0
Kalman Wenig
Director1.00Yes (X)$0$0$0
Carl Wolkin
Director (until 10/25/22)1.00Yes (X)$0$0$0
Leonard A Worsek
Director1.00Yes (X)$0$0$0
Ned Zallik
Director1.00Yes (X)$0$0$0
Dan Fagin
President & CEO38.00Yes (X)$399,902$0$58,099
Thomas Lockwood
Vice President & CFO38.00Yes (X)$301,149$0$68,855
Andrea Lebovits
VP Community Services38.00$235,080$0$93,068Yes (X)
Andrew Kowalski
Executive Director Tamrisk40.00$208,081$0$47,539Yes (X)
Stephanie Smerling
VP of Development38.00$165,517$0$47,093Yes (X)
Julius Pearson
VP of People and Culture38.00$180,900$0$19,954Yes (X)
Margaret Danilovich
Senior Director of Research38.00$186,208$0$10,306Yes (X)
Paisley Valentincic
VP of Marketing and Sale38.00$175,827$0$11,368Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,852,664TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$356,282TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K26IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Morrison Management Specialists
4721 Morrison Dr Suite 300MobileAL36609Food Services$1,296,179
Warren Barr
9700 Gross Point RdSkokieIL60076Food Services$642,773
Joint & Neuro Rehab Assoc of Chicago
10400 W Higgins RoadRosemontIL60018Therapy Services$438,742
PremiStar
18 Congress Circle WestRoselleIL60172Maintenance Services$421,328
Colliers FBO ArborLake Centre Owners
PO Box 4857PortlandOR97208Landscaping Services$129,311
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Fundraising$1,277,675FundraisingAmt
Related Organizations$1,197,948RelatedOrganizationsAmt
Government Grants$5,926,274GovernmentGrantsAmt
All Other Contributions$7,768,653AllOtherContributionsAmt
Total Contributions$16,170,550TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CJE Senior Life Programs623000$20,077,087$20,077,087
Weinberg Community623000$14,302,523$14,302,523
CJE Independent Housing623000$6,438,743$6,438,743
FieldValueIRS element (for citing)
Total Program Service Revenue$40,818,353TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,036TotalRevenueColumnAmt
Unrelated Business Revenue$22,901UnrelatedBusinessRevenueAmt
Exclusion$59,135ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$435,400SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$435,400SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$435,400TotalRevenueColumnAmt
Exclusion$435,400ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,277,675ContriRptFundraisingEventAmt
Fundraising Direct Expenses$230,735FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$230,735TotalRevenueColumnAmt
Exclusion-$230,735ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$542,975TotalRevenueColumnAmt
Exclusion$542,975ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$542,975OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,818,579TotalRevenueColumnAmt
Related Or Exempt Func Income$40,818,353RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$22,901UnrelatedBusinessRevenueAmt
Exclusion$806,775ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$14,571,600TotalAmt
Program Services$14,571,600ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,003,390TotalAmt
Management And General$1,003,390ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,724,863TotalAmt
Program Services$13,546,022ProgramServicesAmt
Management And General$2,846,837ManagementAndGeneralAmt
Fundraising$332,004FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,183,536TotalAmt
Program Services$2,421,358ProgramServicesAmt
Management And General$695,826ManagementAndGeneralAmt
Fundraising$66,352FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,174,608TotalAmt
Program Services$895,664ProgramServicesAmt
Management And General$255,900ManagementAndGeneralAmt
Fundraising$23,044FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$303,460TotalAmt
Program Services$227,936ProgramServicesAmt
Management And General$75,524ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$145,625TotalAmt
Management And General$145,625ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$69,240TotalAmt
Management And General$69,240ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$277,067TotalAmt
Management And General$277,067ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$299,132TotalAmt
Program Services$289,587ProgramServicesAmt
Fundraising$9,545FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$565,453TotalAmt
Program Services$437,235ProgramServicesAmt
Management And General$100,495ManagementAndGeneralAmt
Fundraising$27,723FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,477,312TotalAmt
Program Services$1,450,259ProgramServicesAmt
Management And General$1,026,225ManagementAndGeneralAmt
Fundraising$828FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$74,358TotalAmt
Program Services$23,873ProgramServicesAmt
Management And General$49,150ManagementAndGeneralAmt
Fundraising$1,335FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$735,511TotalAmt
Program Services$435,062ProgramServicesAmt
Management And General$300,449ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,606,079TotalAmt
Program Services$1,352,062ProgramServicesAmt
Management And General$254,017ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,069,749TotalAmt
Program Services$657,792ProgramServicesAmt
Management And General$411,957ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Food Service Costs$2,618,309$2,618,309
Repairs & Maintenance$625,305$611,545$13,760

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,749,468TotalAmt
Management And General$2,694,024ManagementAndGeneralAmt
Fundraising$55,444FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,274,065TotalAmt
Program Services$39,538,304ProgramServicesAmt
Management And General$10,219,486ManagementAndGeneralAmt
Fundraising$516,275FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$790,538BOYAmt
EOY$1,197,658EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$93,677BOYAmt
EOY$93,560EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$345,396BOYAmt
EOY$569,337EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,253,279BOYAmt
EOY$6,249,901EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$514,929BOYAmt
EOY$526,442EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,036,535BOYAmt
EOY$910,070EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$41,709,298LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$26,235,152LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,858,143BOYAmt
EOY$15,474,146EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$24,500,284BOYAmt
EOY$25,646,663EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,682,360BOYAmt
EOY$16,737,791EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,075,141BOYAmt
EOY$67,405,568EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,987,672BOYAmt
EOY$12,230,851EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$438,701BOYAmt
EOY$301,716EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$16,467,079BOYAmt
EOY$11,978,336EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,554,693BOYAmt
EOY$26,712,983EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,448,145BOYAmt
EOY$51,223,886EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,118,897BOYAmt
EOY$11,663,902EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,508,099BOYAmt
EOY$4,517,780EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,626,996BOYAmt
EOY$16,181,682EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,075,141BOYAmt
EOY$67,405,568EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,544,514ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,362,200NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$647,972OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,429,681CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,486,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,503,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,990,227CurrentTaxYearMinus1YearAmt
Current Tax Year$16,170,550CurrentTaxYearAmt
Total$74,580,462TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,429,681CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,486,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,503,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,990,227CurrentTaxYearMinus1YearAmt
Current Tax Year$16,170,550CurrentTaxYearAmt
Total$74,580,462TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,563,294SubstantialContributorsTotAmt
Public Support Total170$73,017,168PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,155CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,287CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,848CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,906CurrentTaxYearMinus1YearAmt
Current Tax Year$59,135CurrentTaxYearAmt
Total$123,331TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,013CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,361CurrentTaxYearMinus1YearAmt
Current Tax Year$19,096CurrentTaxYearAmt
Total$85,963TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100,084CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$669,659CurrentTaxYearMinus1YearAmt
Current Tax Year$542,975CurrentTaxYearAmt
Total$1,434,380TotalAmt
FieldValueIRS element (for citing)
Total Support$76,224,136TotalSupportAmt
Gross Receipts Rltd Activities$224,908,488GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95790PublicSupportCY170Pct
Public Support PY1700.97720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,326,419BeginningYearBalanceAmt
Contributions$629,447ContributionsAmt
Investment Earnings Or Losses$1,801,385InvestmentEarningsOrLossesAmt
Other Expenditures$1,197,948OtherExpendituresAmt
Administrative Expenses$69,640AdministrativeExpensesAmt
End Year Balance$23,489,663EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,395,220BeginningYearBalanceAmt
Contributions$264,398ContributionsAmt
Investment Earnings Or Losses-$1,948,384InvestmentEarningsOrLossesAmt
Other Expenditures$1,320,624OtherExpendituresAmt
Administrative Expenses$64,191AdministrativeExpensesAmt
End Year Balance$22,326,419EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,997,167BeginningYearBalanceAmt
Contributions$602,069ContributionsAmt
Investment Earnings Or Losses$5,046,035InvestmentEarningsOrLossesAmt
Other Expenditures$1,180,994OtherExpendituresAmt
Administrative Expenses$69,057AdministrativeExpensesAmt
End Year Balance$25,395,220EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,086,579BeginningYearBalanceAmt
Contributions$191,414ContributionsAmt
Investment Earnings Or Losses$925,786InvestmentEarningsOrLossesAmt
Other Expenditures$1,120,117OtherExpendituresAmt
Administrative Expenses$86,495AdministrativeExpensesAmt
End Year Balance$20,997,167EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,613,102BeginningYearBalanceAmt
Contributions$1,199,398ContributionsAmt
Investment Earnings Or Losses$752,976InvestmentEarningsOrLossesAmt
Other Expenditures$1,400,629OtherExpendituresAmt
Administrative Expenses$78,268AdministrativeExpensesAmt
End Year Balance$21,086,579EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.91718BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.08282TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$930,330OtherCostOrOtherBasisAmt
Book Value$930,330BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,557,316OtherCostOrOtherBasisAmt
Depreciation$22,025,229DepreciationAmt
Book Value$11,532,087BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,141,824OtherCostOrOtherBasisAmt
Depreciation$3,212,397DepreciationAmt
Book Value$1,929,427BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,079,828OtherCostOrOtherBasisAmt
Depreciation$997,526DepreciationAmt
Book Value$1,082,302BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,474,146TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Board Designated - Pooled Fund Investments$2,044,525F
Endowment Foundation Pooled Fund Investments$22,881,944F
Bond Indenture$720,194F
FieldValueIRS element (for citing)
Total Book Value Securities$25,646,663TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Deferred Mortgage and Other Assets$198,028
Caring Communities Capital$1,574,779
Right-of-use Asset$14,964,984
FieldValueIRS element (for citing)
Total Book Value Other Assets$16,737,791TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Bond Interest Rate Swap Liability$632,694
Due to JFMC Facilities Corporation$10,862,157
Lease Liabilities$15,218,132
FieldValueIRS element (for citing)
Total Liability$26,712,983TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b:CJE collects and holds refundable security deposits from its residents to cover expenses of any repairs or damages to the premises greater than normal "wear and tear." In addition, CJE holds and manages spending funds for some of its residents.
Part V, Line 4:The endowment funds, which includes both Board designated and temporarily restricted funds, were established over a period of many years via donations and bequests received from donors' estates. Distributions are made from the endowment funds on an annual basis and transferred to CJE SeniorLife's undesignated fund to support operations and capital improvements. The endowment fund distributions are computed using a formal spending policy that has been approved by the Board of Directors.
Part X, Line 2:CJE, an Illinois not-for-profit corporation, and its controlled affiliates are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. CJE files a Form 990, Return of Organization Exempt from Income Tax, annually. When this return is filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. The benefit of a tax position is recognized in the consolidated financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions are not offset or aggregated with other positions. Tax positions that meet the "more likely than not" recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely to be realized on settlement with the applicable taxing authority. The portion of the benefits associated with tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying consolidated statements of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. As of and during the years ended June 30, 2023 and 2022, there were no unrecognized tax benefits identified and recorded as liabilities. Forms 990 filed by CJE are subject to examination by the Internal Revenue Service (IRS) up to three years from the extended due date of each return. Forms 990 filed by CJE are no longer subject to examination for the years ended June 30, 2019, and prior.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CJE Annual EventEvent1Nm
Gross Receipts Event1$1,277,675GrossReceiptsEvent1Amt
Charitable Contri Event1$1,277,675CharitableContriEvent1Amt
Other Direct Expenses Event1$230,735OtherDirectExpensesEvent1Amt
Gross Receipts Total$1,277,675GrossReceiptsTotalAmt
Charitable Contributions Tot$1,277,675CharitableContributionsTotAmt
Oth Direct Expnss Total Events$230,735OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$230,735DirectExpenseSummaryEventsAmt
Net Income Summary-$230,735NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Personal Care1601$10,846,063
Food Program1751$1,271,922
Room and Board40$1,011,985
Emergency Financial Assistance915$727,530
Medicine1156$615,211
Client Transportation680$64,617
Socialization673$34,272

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationCJE provides grants to individuals from several funding sources for (1) goods and services to Holocaust survivors, (2) scholarship recipients at Weinberg Assisted Living, Robineau House and Adult Day Services, as well as (3) Emergency Financial Assistance to community clients. All recipients must qualify based on the specific program requirements.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dan Fagin
President & CEO$371,143$0$10,000$0$18,759$0$25,834$0$32,265$0$458,001$0$0$0
Thomas Lockwood
Vice President & CFO$280,531$0$7,500$0$13,118$0$51,226$0$17,629$0$370,004$0$0$0
Andrea Lebovits
VP Community Services$230,629$0$0$0$4,451$0$78,727$0$14,341$0$328,148$0$0$0
Andrew Kowalski
Executive Director Tamrisk$192,553$0$0$0$15,528$0$15,328$0$32,211$0$255,620$0$0$0
Stephanie Smerling
VP of Development$150,638$0$0$0$14,879$0$25,442$0$21,651$0$212,610$0$0$0
Julius Pearson
VP of People and Culture$173,154$0$0$0$7,746$0$0$0$19,954$0$200,854$0$0$0
Margaret Danilovich
Senior Director of Research$162,222$0$23,986$0$0$0$10,306$0$0$0$196,514$0$0$0
Paisley Valentincic
VP of Marketing and Sale$174,120$0$0$0$1,707$0$10,884$0$484$0$187,195$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aDaniel Fagin, Thomas Lockwood, Andrea Lebovits, Julius Pearson, Paisley Valentincic, Stephanie Smerling and Andrew Kowalski received the following taxable benefit: Tax Gross-up payments
Part I, Line 7Executive bonuses are based off the achievement of specific goals agreed upon between the executive and their supervisor. For the CEO, the chair of the board approves the bonus with the size of the potential bonus being part of the executive's offer letter or employment contract. For all other executives, the CEO approves the bonus based on achievement of goals.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 and Part III, Line 1The mission of CJE SeniorLife is to enhance quality of life and facilitate independence of older adults. CJE SeniorLife Values Statement "The test of a people is how it behaves toward the old." --Rabbi Abraham Joshua Heschel At CJE SeniorLife, we fulfill our mission and realize our vision for and on behalf of our Clients, our Clients' families, our Staff, our Board Members and our Volunteers by striving for excellence through Respect, Advocacy, Compassion, Intention, Innovation and Accountability. Respect - Kavod We recognize, honor and acknowledge the inherent value of each person, for their wisdom, their culture, their background and their unique history. Advocacy - Timicha We give voice to our clients' needs and facilitate positive actions on their behalf. We engage state and federal officials to advocate the adoption, preservation and/or modification of governmental programs and practices which benefit our community and clients. Compassion - Chesed We treat everyone with caring, sensitivity, understanding and supportive responsiveness. Intention - Kavanah We approach our work and each task with mindful consideration as to what we are doing and why we are doing it, as individuals and as an agency. Innovation - Chidushim We advance our knowledge and evaluate, develop and implement new and advanced programming and models of care to bring benefits to our clients, community and broader older adult/health care environment. Accountability - Arevut We are responsible individually and as an organization for ethical, accurate work and interaction with others. We plan strategically and provide quality care with measurable outcomes and fiscal soundness. CJE SeniorLife Vision Statement Older adults living better every day connected to the community of their choice with access to trusted care and a full range of services, rooted in Jewish values. As part of our unwavering commitment to older adults and their caregivers, CJE is recognized as a powerful advocate for important and essential issues facing older adults. Much of our success can be attributed to our development of crucial connections within all levels of government: city, county, state and federal. Through our partnership with the Jewish Federation of Metropolitan Chicago Government Affairs Office, we have participated in lobbying efforts in Chicago, Springfield, and Washington, D.C., providing issue briefs and client impact statements for use in legislative meetings. Our goal is to foster purposeful collaborations with elected officials and government administrators to influence policy solutions and decision-making as it relates to the Jewish communities and the vulnerable populations served by CJE and Federation agencies.
Form 990, Part III, Line 4a:Our comprehensive care coordination focuses on the services and programs necessary to help seniors stay active, keep their independence, and find fulfillment. These services include independent housing, assisted living, home-delivered meals, transportation, adult day services, geriatric care management, health and wellness activities, counseling services, and support groups for older adults and caregivers. In addition, we offer an abundance of lifelong learning and social interaction opportunities through My Go-To Place, Cyber Club and Academy in-person and online. Since 1972, CJE SeniorLife has been the go-to organization for thousands of older adults and their families in the Chicago area; we provide a continuum of care to 25,000 seniors and their caregivers each year.
Form 990, Part III, Line 4b:CJE SeniorLife's Weinberg Community for Senior Living is home to 220 older adults at either Gidwitz Place for Assisted Living or The Friend Center for Memory Care, one of the first licensed and largest assisted living residences in the state. The Weinberg Community provides a safe, stimulating environment for older adults who need additional assistance with everyday tasks like medication reminders, bathing or housekeeping. Residents also have many opportunities to participate in socialization and life enrichment activities. Though primarily for a private pay population, approximately 30% of residents receive some type of financial assistance through a CJE-sponsored scholarship program, donor funds or state government subsidy.
Form 990, Part III, Line 4c:CJE Independent Housing is for seniors who can live independently. Four apartment buildings (Krasnow Residence, Swartzberg House, Village Center, and Robineau Residence) are HUD funded buildings.
Form 990, Part VI, Section A, line 6Every person who is a member of the Jewish Federation of Metropolitan Chicago shall be a member.
Form 990, Part VI, Section A, line 7aAt each election of Elected Directors, each member shall have one vote for as many persons as there are Elected Directors to be elected.
Form 990, Part VI, Section B, line 11bCompleted sections of the IRS Form 990 were first reviewed by the Administrative, Compensation and Governance Committees. A subsequent final review of the entire return was made by the Audit Committee. Recommended committee revisions were made if necessary and the Form 990 was made available to the entire board for approval prior to filing.
Form 990, Part VI, Section B, line 12cA conflict-of-interest questionnaire is circulated to all Board members and key employees on an annual basis. This process is managed by CJE's President, CEO and the VP of Resource Development who ensures all questionnaires are completed. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a Director does have a conflict or business relationship with CJE, he or she is required to refrain from any vote or active participation in any matter in which such Key Individual or any member of his or her family may have a financial interest.
Form 990, Part VI, Section B, line 15CJE has a Compensation Committee that approves compensation for the President & CEO, which is comprised of the Board Chair, Past Chair, Vice Chair, and up to three other appointed Directors. The Committee uses comparable data from other aging non-profit organizations to ensure compensation for the President & CEO is consistent with the market, including but not limited to annual surveys from the Association of Jewish Aging Services (AJAS) and LeadingAge. CJE also has a staff Compensation Committee that approves compensation for other Officers and Key Employees which is comprised of the President and Council for Jewish Elderly CEO. The Committee uses comparable data from other aging non-profit organizations to ensure compensation for all other Officers and Key Employees is consistent with the market, including but not limited to annual surveys from Leading Age and LeadingAge Illinois.
Form 990, Part VI, Section C, line 19The organization's Form 990, governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors. With regards to the general public, the organization provides these documents upon request for the same period of time as set forth in IRC section 6104(d).
Form 990, Part XI, line 9:Net Change in Fair Value of Interest Rate Swaps 647,972.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Swartzberg HouseBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 West TouhyAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60645ZIPCd
FieldValueIRS element (for citing)
EIN043630309EIN
Primary ActivitiesSenior HousingPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Total Income$2,005,629TotalIncomeAmt
End Of Year Assets$9,695,265EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish ElderlyBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish Elderly Endowment FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Suite 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
EIN364310834EIN
Primary ActivitiesEndowmentPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 12a, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish ElderlyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish Elderly Endowment FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$1,197,948InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt

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