COUNCIL FOR JEWISH ELDERLY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COUNCIL FOR JEWISH ELDERLY (EIN 36-2727597)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-29
IRS object ID
202501199349301635
Schema version
2023v6.0
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)
Return2025-04-29T11:35:45-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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
Signature2025-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2025-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$56,265,519GrossReceiptsAmt
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 Body44VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee512TotalEmployeeCnt
Total Volunteers791TotalVolunteersCnt
Total Gross UBI$10,836TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$8,105NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,170,550PYContributionsGrantsAmt
CY Contributions Grants$12,203,059CYContributionsGrantsAmt
PY Program Service Revenue$40,818,353PYProgramServiceRevenueAmt
CY Program Service Revenue$43,906,357CYProgramServiceRevenueAmt
PY Investment Income$517,436PYInvestmentIncomeAmt
CY Investment Income$46,838CYInvestmentIncomeAmt
PY Other Revenue$312,240PYOtherRevenueAmt
CY Other Revenue-$18,972CYOtherRevenueAmt
PY Total Revenue$57,818,579PYTotalRevenueAmt
CY Total Revenue$56,137,282CYTotalRevenueAmt
PY Grants And Similar Paid$14,571,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$19,175,123CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$22,086,397PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,996,494CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$763,402CYTotalFundraisingExpenseAmt
PY Other Expenses$13,616,068PYOtherExpensesAmt
CY Other Expenses$15,580,605CYOtherExpensesAmt
PY Total Expenses$50,274,065PYTotalExpensesAmt
CY Total Expenses$54,752,222CYTotalExpensesAmt
PY Revenues Less Expenses$7,544,514PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,385,060CYRevenuesLessExpensesAmt
Total Assets BOY$67,405,568TotalAssetsBOYAmt
Total Assets EOY$64,409,962TotalAssetsEOYAmt
Total Liabilities BOY$51,223,886TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,241,238TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,181,682NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,168,724NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$24,728,693ExpenseAmt
Grant$19,175,123GrantAmt
Revenue$21,698,583RevenueAmt
DescCJE SeniorLife(See Schedule O for continuation)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$13,561,071ExpenseAmt
Grant$0GrantAmt
Revenue$15,656,378RevenueAmt
DescCJE SeniorLife's Weinberg Community for Senior Living(See Schedule O for continuation)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$5,167,920ExpenseAmt
Grant$0GrantAmt
Revenue$6,551,396RevenueAmt
DescCJE Independent Housing(See Schedule O for continuation)Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$43,457,684TotalProgramServiceExpensesAmt
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 AssetsYes (1)ReportOtherAssetsInd
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 Document128IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee512EmployeeCnt
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 Members44GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
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
Kenneth F Lorch
Chair2.00Yes (X)Yes (X)$0$0$0
Susan R Segal
Vice Chair2.00Yes (X)Yes (X)$0$0$0
Jennifer S Colburn
Secretary2.00Yes (X)Yes (X)$0$0$0
Sam P Brilliant
Treasurer2.00Yes (X)Yes (X)$0$0$0
Marc L Berman
Director1.00Yes (X)$0$0$0
Julia Bikbova
Director1.00Yes (X)$0$0$0
Eve S Biller
Director1.00Yes (X)$0$0$0
David Block
Director1.00Yes (X)$0$0$0
Dennis J Carlin
Director1.00Yes (X)$0$0$0
Greg S Danziger
Director1.00Yes (X)$0$0$0
Alan M Ellenby
Director1.00Yes (X)$0$0$0
Daniel N Epstein
Director1.00Yes (X)$0$0$0
Bill Goldberg
Director1.00Yes (X)$0$0$0
Allan Goldstein
Director1.00Yes (X)$0$0$0
Dr Jeffrey Graff
Director1.00Yes (X)$0$0$0
Alan I Greene
Director1.00Yes (X)$0$0$0
Nicole Katz
Director1.00Yes (X)$0$0$0
Michael E Koen
Director1.00Yes (X)$0$0$0
Stuart J Kohn
Director1.00Yes (X)$0$0$0
Bruce J Lederman
Director1.00Yes (X)$0$0$0
Jane C Lederman
Director1.00Yes (X)$0$0$0
Steven J Levine
Director1.00Yes (X)$0$0$0
Jay Lewkowitz
Director1.00Yes (X)$0$0$0
Marjorie H Loeb
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 L Novick
Director1.00Yes (X)$0$0$0
John E Pomeranz
Director1.00Yes (X)$0$0$0
Dr Carlton R Resnick
Director1.00Yes (X)$0$0$0
Nicole M Lev Ross
Director1.00Yes (X)$0$0$0
Mally Z Rutkoff
Director1.00Yes (X)$0$0$0
Michael Saltzman
Director1.00Yes (X)$0$0$0
Stephen P Sandler
Director1.00Yes (X)$0$0$0
Robert L Schlossberg
Director1.00Yes (X)$0$0$0
Judith Share
Director1.00Yes (X)$0$0$0
Judy L Smith
Director1.00Yes (X)$0$0$0
Abbe Temkin
Director1.00Yes (X)$0$0$0
Don C Trossman
Director1.00Yes (X)$0$0$0
Sarah Warren
Director1.00Yes (X)$0$0$0
Kalman Wenig
Director1.00Yes (X)$0$0$0
Steve Yastrow
Director1.00Yes (X)$0$0$0
Sandra J Lerner
Director1.00Yes (X)$0$0$0
Dan Fagin
President & CEO38.00Yes (X)$471,736$0$68,951
Thomas Lockwood
Vice President & CFO until 7/29/2338.00Yes (X)$235,618$0$56,808
Stacey Turner
Vice President & CFO38.00Yes (X)$164,066$0$19,474
Andrea Lebovits
VP Community Services38.00$263,908$0$105,585Yes (X)
Andrew Kowalski
Executive Director Tamrisk40.00$213,954$0$55,836Yes (X)
Stephanie Smerling
VP of Development38.00$183,904$0$46,544Yes (X)
Margaret Danilovich
Senior Director of Research38.00$191,791$0$16,354Yes (X)
Jodi Portnoy
VP & Chief Strategy Officer38.00$155,271$0$24,765Yes (X)
Paisley Valentincic
VP of Marketing and Sales38.00$191,471$0$13,772Yes (X)
Monica Soto
Director of Finance38.00$166,150$0$0Yes (X)
Jennifer Weininger
Executive Director Tamarisk38.00$152,614$0$29,744Yes (X)
Kevin C Hill
VP & CIO38.00$151,123$0$46,857Yes (X)
Lisa Stanton
Director of Sales & Marketing38.00$140,597$0$12,972Yes (X)
Ruben Lopez
Director of IT Infrastructure Srvcs38.00$137,938$0$29,463Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,820,141TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$527,125TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K22IndivRcvdGreaterThan100KCnt
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 K9CntrctRcvdGreaterThan100KCnt
Fundraising$841,278FundraisingAmt
Related Organizations$1,365,592RelatedOrganizationsAmt
Government Grants$2,798,578GovernmentGrantsAmt
All Other Contributions$7,197,611AllOtherContributionsAmt
Total Contributions$12,203,059TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CJE Senior Life Programs623000$21,698,583$21,698,583
Weinberg Community623000$15,656,378$15,656,378
CJE Independent Housing623000$6,551,396$6,551,396
FieldValueIRS element (for citing)
Total Program Service Revenue$43,906,357TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,838TotalRevenueColumnAmt
Unrelated Business Revenue$10,836UnrelatedBusinessRevenueAmt
Exclusion$36,002ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$109,265FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$841,278ContriRptFundraisingEventAmt
Fundraising Direct Expenses$128,237FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$18,972TotalRevenueColumnAmt
Exclusion-$18,972ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,137,282TotalRevenueColumnAmt
Related Or Exempt Func Income$43,906,357RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$10,836UnrelatedBusinessRevenueAmt
Exclusion$17,030ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$19,175,123TotalAmt
Program Services$19,175,123ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,084,146TotalAmt
Management And General$2,084,146ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,279,014TotalAmt
Program Services$11,103,855ProgramServicesAmt
Management And General$1,703,432ManagementAndGeneralAmt
Fundraising$471,727FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,306,186TotalAmt
Program Services$2,543,544ProgramServicesAmt
Management And General$679,838ManagementAndGeneralAmt
Fundraising$82,804FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,327,148TotalAmt
Program Services$1,013,599ProgramServicesAmt
Management And General$279,347ManagementAndGeneralAmt
Fundraising$34,202FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$175,958TotalAmt
Program Services$29,193ProgramServicesAmt
Management And General$146,765ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$295,815TotalAmt
Management And General$295,815ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$70,978TotalAmt
Management And General$70,978ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,357,633TotalAmt
Program Services$736,879ProgramServicesAmt
Management And General$606,616ManagementAndGeneralAmt
Fundraising$14,138FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$251,041TotalAmt
Program Services$251,041ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,402,986TotalAmt
Program Services$855,624ProgramServicesAmt
Management And General$543,964ManagementAndGeneralAmt
Fundraising$3,398FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$963,444TotalAmt
Program Services$778,173ProgramServicesAmt
Management And General$172,082ManagementAndGeneralAmt
Fundraising$13,189FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,547,482TotalAmt
Program Services$696,299ProgramServicesAmt
Management And General$850,903ManagementAndGeneralAmt
Fundraising$280FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,537TotalAmt
Program Services$21,238ProgramServicesAmt
Management And General$2,158ManagementAndGeneralAmt
Fundraising$141FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$131,223TotalAmt
Program Services$103,753ProgramServicesAmt
Management And General$26,630ManagementAndGeneralAmt
Fundraising$840FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$525,865TotalAmt
Program Services$372,735ProgramServicesAmt
Management And General$153,130ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,559,520TotalAmt
Program Services$1,398,765ProgramServicesAmt
Management And General$160,755ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$899,362TotalAmt
Program Services$652,015ProgramServicesAmt
Management And General$247,347ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Food Service Costs$2,840,380$2,840,380
Repairs & Maintenance$892,722$885,468$7,254

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,642,659TotalAmt
Management And General$2,499,976ManagementAndGeneralAmt
Fundraising$142,683FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$54,752,222TotalAmt
Program Services$43,457,684ProgramServicesAmt
Management And General$10,531,136ManagementAndGeneralAmt
Fundraising$763,402FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,197,658BOYAmt
EOY$694,611EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$93,560BOYAmt
EOY$183,738EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$569,337BOYAmt
EOY$559,925EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,249,901BOYAmt
EOY$3,662,956EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$526,442BOYAmt
EOY$966,331EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$910,070BOYAmt
EOY$901,248EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$43,880,632LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,794,568LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,474,146BOYAmt
EOY$16,086,064EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,646,663BOYAmt
EOY$26,782,814EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,737,791BOYAmt
EOY$14,572,275EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$67,405,568BOYAmt
EOY$64,409,962EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,230,851BOYAmt
EOY$11,871,665EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$301,716BOYAmt
EOY$247,175EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$11,978,336BOYAmt
EOY$11,361,707EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,712,983BOYAmt
EOY$20,760,691EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,223,886BOYAmt
EOY$44,241,238EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,663,902BOYAmt
EOY$16,197,483EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,517,780BOYAmt
EOY$3,971,241EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,181,682BOYAmt
EOY$20,168,724EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$67,405,568BOYAmt
EOY$64,409,962EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,385,060ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,306,788NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$295,194OtherChangesInNetAssetsAmt
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$11,486,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,503,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,990,227CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,170,550CurrentTaxYearMinus1YearAmt
Current Tax Year$12,203,059CurrentTaxYearAmt
Total$76,353,840TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,486,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,503,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,990,227CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,170,550CurrentTaxYearMinus1YearAmt
Current Tax Year$12,203,059CurrentTaxYearAmt
Total$76,353,840TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,631,361SubstantialContributorsTotAmt
Public Support Total170$68,722,479PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,848CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,906CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,135CurrentTaxYearMinus1YearAmt
Current Tax Year$36,002CurrentTaxYearAmt
Total$150,178TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,013CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,361CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,096CurrentTaxYearMinus1YearAmt
Current Tax Year$8,105CurrentTaxYearAmt
Total$94,068TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$669,659CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$542,975CurrentTaxYearMinus1YearAmt
Total$1,359,220TotalAmt
FieldValueIRS element (for citing)
Total Support$77,957,306TotalSupportAmt
Gross Receipts Rltd Activities$216,472,096GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88150PublicSupportCY170Pct
Public Support PY1700.95790PublicSupportPY170Pct
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$23,489,663BeginningYearBalanceAmt
Contributions$306,856ContributionsAmt
Investment Earnings Or Losses$2,318,511InvestmentEarningsOrLossesAmt
Other Expenditures$1,365,692OtherExpendituresAmt
Administrative Expenses$70,978AdministrativeExpensesAmt
End Year Balance$24,678,360EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.92452BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07548TermEndowmentBalanceEOYPct
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$35,820,178OtherCostOrOtherBasisAmt
Depreciation$23,056,689DepreciationAmt
Book Value$12,763,489BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,453,199OtherCostOrOtherBasisAmt
Depreciation$3,687,661DepreciationAmt
Book Value$1,765,538BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,676,925OtherCostOrOtherBasisAmt
Depreciation$1,050,218DepreciationAmt
Book Value$626,707BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,086,064TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Board Designated - Pooled Fund Investments$2,144,757F
Endowment Foundation Pooled Fund Investments$24,255,270F
Bond Indenture$382,787F
FieldValueIRS element (for citing)
Total Book Value Securities$26,782,814TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Deferred Mortgage and Other Assets$181,797
Caring Communities Capital$584,910
Right-of-use Asset$13,805,568
FieldValueIRS element (for citing)
Total Book Value Other Assets$14,572,275TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Due to JFMC Facilities Corporation$7,415,573
Lease Liabilities$13,345,118
FieldValueIRS element (for citing)
Total Liability$20,760,691TotalLiabilityAmt
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, 2024 and 2023, 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, 2020, and prior.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CJE Annual EventEvent1Nm
Gross Receipts Event1$950,543GrossReceiptsEvent1Amt
Charitable Contri Event1$841,278CharitableContriEvent1Amt
Gross Revenue Event1$109,265GrossRevenueEvent1Amt
Food And Beverage Event1$40,233FoodAndBeverageEvent1Amt
Entertainment Event1$34,965EntertainmentEvent1Amt
Other Direct Expenses Event1$53,039OtherDirectExpensesEvent1Amt
Gross Receipts Total$950,543GrossReceiptsTotalAmt
Charitable Contributions Tot$841,278CharitableContributionsTotAmt
Gross Revenue Total Events$109,265GrossRevenueTotalEventsAmt
Food And Beverage Total Events$40,233FoodAndBeverageTotalEventsAmt
Entertainment Total Events$34,965EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$53,039OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$128,237DirectExpenseSummaryEventsAmt
Net Income Summary-$18,972NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Personal Care1323$12,843,748
Food Program1869$1,714,700
Room and Board47$746,718
Emergency Financial Assistance1180$1,000,761
Medicine1177$557,575
Client Transportation691$126,128
Socialization1297$56,602
Robineau Residence Assistance12$30,255
State of Illinois Assistance at Weinberg Campus63$2,077,783
Adult Day Service (ADS) - Heerey63$13,655
Adult Day Service (ADS) - Gidwitz7$7,198

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 (14 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$410,496$0$40,000$0$21,240$0$31,765$0$37,186$0$540,687$0$0$0
Andrea Lebovits
VP Community Services$253,797$0$0$0$10,111$0$89,098$0$16,487$0$369,493$0$0$0
Thomas Lockwood
Vice President & CFO until 7/29/23$212,377$0$15,000$0$8,241$0$44,874$0$11,934$0$292,426$0$0$0
Andrew Kowalski
Executive Director Tamrisk$162,574$0$33,743$0$17,637$0$18,589$0$37,247$0$269,790$0$0$0
Stephanie Smerling
VP of Development$166,592$0$0$0$17,312$0$23,389$0$23,155$0$230,448$0$0$0
Margaret Danilovich
Senior Director of Research$167,085$0$24,706$0$0$0$16,354$0$0$0$208,145$0$0$0
Paisley Valentincic
VP of Marketing and Sales$182,332$0$7,500$0$1,639$0$13,258$0$514$0$205,243$0$0$0
Kevin C Hill
VP & CIO$151,123$0$0$0$0$0$9,820$0$37,037$0$197,980$0$0$0
Stacey Turner
Vice President & CFO$147,942$0$5,000$0$11,124$0$0$0$19,474$0$183,540$0$0$0
Jennifer Weininger
Executive Director Tamarisk$138,273$0$5,000$0$9,341$0$19,030$0$10,714$0$182,358$0$0$0
Jodi Portnoy
VP & Chief Strategy Officer$127,241$0$18,018$0$10,012$0$0$0$24,765$0$180,036$0$0$0
Ruben Lopez
Director of IT Infrastructure Srvcs$137,663$0$0$0$275$0$19,081$0$10,382$0$167,401$0$0$0
Monica Soto
Director of Finance$164,331$0$0$0$1,819$0$0$0$0$0$166,150$0$0$0
Lisa Stanton
Director of Sales & Marketing$98,277$0$42,320$0$0$0$0$0$12,972$0$153,569$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aDaniel Fagin, Thomas Lockwood, Andrea Lebovits, Paisley Valentinic, Stephanie Smerling, Stacey Turner, Andrew Kowalski, Jodi Portnoy, and Jennifer Weininger 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 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, as well as partner with LeadingAge and other Associations 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 Chicago Government Affairs Office, we have participated in advocacy and educational 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 older adults stay active, keep their independence, and find fulfillment. These services include independent housing, assisted living, home-delivered meals, transportation, adult day services, 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 our Community Engagement including My Go-To Place, Cyber Club and CJE Academy. Since 1972, CJE SeniorLife has been the go-to organization for thousands of older adults and their families in the Chicago area.
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. Weinberg Community provides a safe, stimulating environment for older adults who need additional assistance with everyday tasks like medication reminders, bathing and housekeeping. Residents also enjoy a multitude of Life Enrichment programs including lifelong learning opportunities, arts and crafts, games, entertainment, and fitness and wellness. 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 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 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 11bA final review of the IRS Form 990 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 review 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. CJE also has a staff Compensation Committee that approves compensation for other Officers and Key Employees which is comprised of the President & 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.
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 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 295,194.

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$2,047,571TotalIncomeAmt
End Of Year Assets$10,021,836EndOfYearAssetsAmt

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$1,365,692InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt

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