COUNCIL FOR JEWISH ELDERLY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL FOR JEWISH ELDERLY (EIN 36-2727597)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349307774
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T17:34:49-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362727597 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COUN | NameControl |
| Phone | 7735081000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60645 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph Atkin | Name |
| Title | Executive V/P & CFO | Title |
| Phone | 7735081000 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CJE Seniorlife | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark Weiner | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60645 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 59625271 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.CJE.net | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | The mission of CJE SeniorLife (CJE) is to facilitate independence of older adults and to enhance quality of life by advocating on their behalf and by offering programs and services throughout the continuum of care for individuals, families and the community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 53 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 53 | NbrIndependentVotingMembers |
| Total Nbr Employees | 941 | TotalNbrEmployees |
| Total Nbr Volunteers | 3895 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10972657 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13688415 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42366812 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41515541 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 722970 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1254154 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 28260 | OtherRevenuePriorYear |
| Other Revenue Current Year | -14005 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 54090699 | TotalRevenuePriorYear |
| Total Revenue Current Year | 56444105 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33226545 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 33097117 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 393176 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22266013 | OtherExpensePriorYear |
| Other Expenses Current Year | 20202898 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55492558 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53300015 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1401859 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3144090 | RevenuesLessExpensesCY |
| Total Assets BOY | 62109077 | TotalAssetsBOY |
| Total Assets EOY | 66072408 | TotalAssetsEOY |
| Total Liabilities BOY | 76978699 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 76270089 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -14869622 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -10197681 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of CJE SeniorLife (CJE) is to facilitate independence of older adults and to enhance quality of life by advocating on their behalf and by offering programs and services throughout the continuum of care for individuals, families and the community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20596701 | Expense |
| Revenue | 20951183 | Revenue |
| Description | Lieberman Center for Health and Rehabilitation (Lieberman) is a skilled care nursing residence (accepting Medicaid, Medicare and Private Pay) offering a full spectrum of care for the community's most frail elderly including long-term skilled nursing, Alzheimer's Special Care Unit, short-term rehabilitation, and hospice/end of life care. In the past year, Lieberman provided person-focused skilled nursing care to more than 300 elderly residents (average age: 89) while also providing many socialization and life enrichment opportunities. Most notable are its range of award-winning creative art therapies that focus on building personal connections and improving communication skills. Lieberman has extremely high staff to client ratios compared to other (nationally-ranked) nursing home facilities: 1:8 (CNA/ patients); 1.5:48 (Professional Nurse/ patients); 1:48 (Social Worker/patients).Lieberman's Haag Pavilion for short-term rehabilitation provided a 7-day/week therapy program to almost 370 individuals recovering from an acute illness, injury or exacerbation of a disease. At an average stay of 3 weeks, Haag Pavilion exceeds the goal of returning patients (with increasing medical complexity due to their more advanced age) to their prior level of functioning before the illness or injury. Lieberman closely monitors its outcomes through a variety of measures to ensure that it meets or exceeds the regional and national averages of re-hospitalization rates, improved functional abilities, falls data, house acquired pressure ulcers, etc. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10654308 | Expense |
| Revenue | 4336672 | Revenue |
| Description | CJE SeniorLife Community Programs offers over 40 different programs and services, many of which are provided through community-based services to alleviate the difficulties that may arise when someone chooses to "age in place."Personal CareCJE provides over 140,000 hours of home-based personal care services to more than 700 low-income seniors through a subsidized program administered by the Illinois Department on Aging. These services include assistance with bathing, grooming, dressing, running errands, light housekeeping, meal preparation, and respite care. Without these services, many individuals would need to enter a residential facility.TransportationCJE has one of the largest private transportation fleets of 19 buses that provide almost 50,000 rides annually for almost 1,000 older adults. Many of our riders have mental and/or physical disabilities with limited English-language skills and would otherwise be homebound. The majority of riders are older than age 75, approximately 30% live below the poverty level, and approximately 70% live alone. A new low-cost Medicare service is available for more individualized trips on-demand to grocery stores, physicians, and activities that reduce isolation. Home Delivered MealsThrough Title III subsidy programs, CJE provides 106,000 hot home delivered kosher meals at no cost to older adults who are unable to shop and/or prepare food. All meals provide for calorie controlled, diabetic, low fat and low salt diets. Adult Day ServicesAt three locations, CJE's Adult Day Services provide 220 older adults with a safe, supervised, structured program in a group setting. Our program maximizes the potential of each participant, helping him or her maintain functional abilities and quality of life while giving their caregivers a much-needed respite. Participants, 60 or older, come from all ethnic, religious and cultural backgrounds.In addition, the award-winning and unique Culture Bus Program, where participants visit cultural destinations throughout Chicago, is designed to provide socialization and stimulation to people with early stage memory loss due to Alzheimer's disease or other forms of dementia. A sister program includes an "inside program" on alternate weeks to engage participants in therapeutic artistic expression in an environment that fosters meaningful social peer interactions.Consumer AssistanceCJE SeniorLife's Entry and Resource Center Specialists provide assistance, information and referrals on a variety of health and welfare issues impacting older adults, ages 60 and over. Each year - at no cost to the client - they respond to over 10,000 inquiries by phone or through walk-in appointments. Bi-lingual staff (English, Russian, Yiddish) advocate on behalf of clients to ensure that they receive the government and social service benefits and services to which they are entitled. Approximately 30% of CJE's clients use more than one service that CJE provides. Center for Healthy LivingCJE's Center for Healthy Living helps almost 3,500 older adults fully engage with life by improving their mind, spirit and body through low or no-cost educational seminars, expressive arts workshops, fitness programs and preventive health screenings. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8743237 | Expense |
| Revenue | 9763571 | Revenue |
| Description | In a year, The Weinberg Community for Senior Living is home to almost 220 older adults at either Gidwitz Place (Gidwitz) for Assisted Living or The Friend Center for Alzheimer's Care, one of the first and largest assisted living residences in the state. The Weinberg Community is a safe, yet 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. Assisted living communities bridge the gap between living independently at home and placement in a skilled nursing facility. A recent assessment at Gidwitz indicated that residents are requiring more assistance due to their increased age (average: 85) and their vast medical needs. To address the needs of the frailer, more medically-complex resident, CJE established the Gidwitz Plus program to help residents "age in place" at Gidwitz instead of moving to a nursing home before it is necessary. The average length of stay at Weinberg is 3.3 years compared to the national average of 2.2 years. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5820480 | Expense |
| Revenue | 6464115 | Revenue |
| Description | CJE Independent Housing is for seniors who do not require personal or medical care; it allows them to live independently in the same neighborhoods where they raised their families with the security of shared life circumstances and availability of CJE services. The six apartment buildings (Farwell House, Jarvis House, Krasnow Residence, Swartzberg House, Village Center, and Levy House) offer studio, one - or two - bedroom apartments. Residents are fully independent, but each apartment is equipped with an emergency response system that is monitored by CJE staff. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5820480 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 6464115 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 45814726 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 132 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 941 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 53 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 53 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Atkin | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7735081031 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60645 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Bruce J Lederman | |||||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 | |||
| Stephen Sandler | |||||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 | |||
| Alan M Ellenby | |||||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 | |||
| Judy L Smith | |||||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | |||
| James C Mills | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Margo Fried Oberman | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Dr Maurice B Pickard | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Vicki E Pines | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Daniel R Pollack | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| John E Pomeranz | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Alan I Greene | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | 0.30 | |||
| Arnold F Brookstone | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Barbara A Gilbert | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | 0.30 | |||
| Brett K Avner | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Carlton R Resnick | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Charles M Bley Chuck | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Daniel N Epstein | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| David M Rosenberg | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Dennis J Carlin | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Dennis Kleper | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Dianne Tesler | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Gerald D Blumberg | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Gila J Bronner | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Harvey R Kallick | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Jack M Levin | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| James M Feldman | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Jeffrey L Fried | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Joe Cohen | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Jordan C Berger | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Judith Wright Whellan | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Kalman Wenig | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Kenneth F Lorch | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | 0.30 | |||
| Leonard A Worsek | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Leslie Markman-Stern | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Linda Soreff Siegel | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Mally Z Rutkoff | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Marc L Berman | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | 0.30 | |||
| Marci Shapiro | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Marilyn Altman | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Marshall S Yablon | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Michael D Blum MD | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Michael E Koen | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Nancy Worsek Rosenberg | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Randi S Urkov | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Richard M Kohn | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Robert L Schlossberg | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Sherwin J Stone | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Sheryl Oberman | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Sondra Kraff Sashie | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Steven Rogin | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Susan Reese | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Vern Gideon | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| William I Goldberg | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Mark Weiner | |||||||||
| President & CEO | 38.00 | X | 306788 | 0 | 83952 | 0.30 | |||
| Joseph Atkin | |||||||||
| Executive V/P & CFO | 38.00 | X | 249572 | 0 | 60310 | ||||
| William Casper | |||||||||
| V/P Residential Services | 38.00 | 215553 | 0 | 65829 | X | ||||
| Laura Prohov | |||||||||
| V/P Community Services | 38.00 | 153953 | 0 | 54042 | X | ||||
| Ronald Roman | |||||||||
| Senior Human Resource Director | 38.00 | 145052 | 0 | 23477 | X | ||||
| Ronald Benner | |||||||||
| Senior Leiberman Executive Director | 38.00 | 131591 | 0 | 15971 | X | ||||
| Carole Klein-Alexander | |||||||||
| Senior Marketing Director | 38.00 | 129574 | 0 | 50302 | X | ||||
| Donna Pezzuto | |||||||||
| Senior Director of Healthy Aging | 38.00 | 124958 | 0 | 64444 | X | ||||
| Michael Geraghty | |||||||||
| Controller | 38.00 | 119477 | 0 | 33421 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1576518 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 451748 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Morrison Management Specialists | |||||
| 4721 Morrison Drive Suite 300 | Atlanta | GA | 30368 | Food Services | 3051858 |
| Simply Rehab | |||||
| 3340 Dundee Road Suite 2N3 | Northbrook | IL | 60062 | Therapy Services | 1309761 |
| Aramark Servicemaster Facilities Service | |||||
| 24863 Network Place | Chicago | IL | 60673 | Facilities Management Services | 754660 |
| Omnicare of Northern Illinois | |||||
| 2313 S Mount Prospect Road | Des Plaines | IL | 60018 | Pharmacy Services | 571214 |
| Tolan Contruction Co | |||||
| 666 Dundee Road Suite 504 | Northbrook | IL | 60062 | General Contractor Services | 295686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Fundraising Events | 321361 | FundraisingEvents |
| All Other Contributions | 13367054 | AllOtherContributions |
| Total Contributions | 13688415 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Lieberman Center | 623000 | 20951183 | 20951183 |
| Weinberg Community | 623000 | 9763571 | 9763571 |
| CJE Independent Housing | 623000 | 6464115 | 6464115 |
| CJE Senior Life Programs | 623000 | 4336672 | 4336672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41515541 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212521 | TotalRevenueColumn |
| Exclusion | $212,521 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3976899 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2935266 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1041633 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1041633 | TotalRevenueColumn |
| Exclusion | $1,041,633 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 225953 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 321361 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 245900 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19947 | TotalRevenueColumn |
| Exclusion | -$19,947 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5942 | TotalRevenueColumn |
| Exclusion | $5,942 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5942 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56444105 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41515541 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,240,149 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1189999 | Total |
| Management And General | 1189999 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24711728 | Total |
| Program Services | 21916406 | ProgramServices |
| Management And General | 2514109 | ManagementAndGeneral |
| Fundraising | 281213 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1352674 | Total |
| Program Services | 1199663 | ProgramServices |
| Management And General | 137618 | ManagementAndGeneral |
| Fundraising | 15393 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4037059 | Total |
| Program Services | 3506142 | ProgramServices |
| Management And General | 501572 | ManagementAndGeneral |
| Fundraising | 29345 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1805657 | Total |
| Program Services | 1523330 | ProgramServices |
| Management And General | 262065 | ManagementAndGeneral |
| Fundraising | 20262 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93991 | Total |
| Program Services | 21594 | ProgramServices |
| Management And General | 72397 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132359 | Total |
| Program Services | 80132 | ProgramServices |
| Management And General | 52227 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25216 | Total |
| Program Services | 25216 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3780192 | Total |
| Program Services | 3628311 | ProgramServices |
| Management And General | 151852 | ManagementAndGeneral |
| Fundraising | 29 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2151888 | Total |
| Program Services | 1554113 | ProgramServices |
| Management And General | 550841 | ManagementAndGeneral |
| Fundraising | 46934 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4441791 | Total |
| Program Services | 4022094 | ProgramServices |
| Management And General | 419697 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1872289 | Total |
| Program Services | 1284808 | ProgramServices |
| Management And General | 587481 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3176152 | Total |
| Program Services | 2696518 | ProgramServices |
| Management And General | 479634 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628624 | Total |
| Program Services | 605350 | ProgramServices |
| Management And General | 23274 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Food Service Costs | 1832429 | 1813619 | 18810 |
| Repairs & Maintenance | 1021074 | 940940 | 80134 |
| Illinois Provider Tax | 540931 | 540931 | |
| Bad Debt Expense | 4483 | 4483 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501479 | Total |
| Program Services | 451076 | ProgramServices |
| Management And General | 50403 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53300015 | Total |
| Program Services | 45814726 | ProgramServices |
| Management And General | 7092113 | ManagementAndGeneral |
| Fundraising | 393176 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1768451 | BOY |
| EOY | 2045594 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2007163 | BOY |
| EOY | 3867214 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5001041 | BOY |
| EOY | 5529905 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 360586 | BOY |
| EOY | 1182677 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 75607304 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43533513 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31541359 | BOY |
| EOY | 32073791 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20847102 | BOY |
| EOY | 20902283 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 583375 | BOY |
| EOY | 470944 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62109077 | BOY |
| EOY | 66072408 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6390269 | BOY |
| EOY | 7851782 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37055000 | BOY |
| EOY | 36135000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1265129 | BOY |
| EOY | 1252701 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16659566 | BOY |
| EOY | 18691524 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15608735 | BOY |
| EOY | 12339082 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76978699 | BOY |
| EOY | 76270089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -17235455 | BOY |
| EOY | -14541322 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2365833 | BOY |
| EOY | 4343641 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -14869622 | BOY |
| EOY | -10197681 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62109077 | BOY |
| EOY | 66072408 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3144090 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 621735 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 906116 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14916763 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14717021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10222817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10972657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13688415 | CurrentTaxYear |
| Total | 64517673 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14916763 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14717021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10222817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10972657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13688415 | CurrentTaxYear |
| Total | 64517673 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 64517673 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 371614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 246416 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 179885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 165324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 212521 | CurrentTaxYear |
| Total | 1175760 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152148 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 103551 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104820 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5942 | CurrentTaxYear |
| Total | 366461 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 66059894 | TotalSupport |
| Gross Receipts From Admissions Etc | 162705032 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96250 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $25,216 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 25216 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Lobbying expenses of $6,712 for a Washington lobbyist and $18,504 for a Springfield lobbyist. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Beginning Balance | 1265129 | BeginningBalance |
| Additions During Year | 580930 | AdditionsDuringYear |
| Distributions During Year | 593358 | DistributionsDuringYear |
| Ending Balance | 1252701 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20213368 | BeginningOfYearBalance |
| Contributions | 1490771 | Contributions |
| Investment Earnings Or Losses | 1869940 | InvestmentEarningsOrLosses |
| Other Expenditures | 3787453 | OtherExpenditures |
| End Of Year Balance | 19786626 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21375013 | BeginningOfYearBalance |
| Contributions | 4111893 | Contributions |
| Investment Earnings Or Losses | 185265 | InvestmentEarningsOrLosses |
| Other Expenditures | 5458803 | OtherExpenditures |
| End Of Year Balance | 20213368 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21055225 | BeginningOfYearBalance |
| Contributions | 464240 | Contributions |
| Investment Earnings Or Losses | 3301186 | InvestmentEarningsOrLosses |
| Other Expenditures | 3445638 | OtherExpenditures |
| End Of Year Balance | 21375013 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21867113 | BeginningOfYearBalance |
| Contributions | 579155 | Contributions |
| Investment Earnings Or Losses | 2368526 | InvestmentEarningsOrLosses |
| Other Expenditures | 3759569 | OtherExpenditures |
| End Of Year Balance | 21055225 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27994133 | BeginningOfYearBalance |
| Contributions | 4167115 | Contributions |
| Investment Earnings Or Losses | -4657891 | InvestmentEarningsOrLosses |
| Other Expenditures | 5636244 | OtherExpenditures |
| End Of Year Balance | 21867113 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.99490 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.00510 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1940467 | OtherCostOrOtherBasis |
| Book Value | 1940467 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63328549 | OtherCostOrOtherBasis |
| Depreciation | 37301787 | Depreciation |
| Book Value | 26026762 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8946698 | OtherCostOrOtherBasis |
| Depreciation | 5557016 | Depreciation |
| Book Value | 3389682 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1391590 | OtherCostOrOtherBasis |
| Depreciation | 674710 | Depreciation |
| Book Value | 716880 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32073791 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Board Designated - Pooled Fund Investments | 642339 | F |
| Endowment Foundation Pooled Fund Investments | 19786626 | F |
| Bond Indenture | 473318 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 20902283 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Bond Interest Rate Swap Liability | $4,464,340 |
| Due to JFMC Facilities Corporation | $7,756,568 |
| Accrued Interest | $118,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12339082 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 59279956 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 621735 | NetUnrealizedGainsInvestments |
| Other Revenues | 2214116 | OtherRevenues |
| Revenue Not Rptd F990 | 2835851 | RevenueNotRptdF990 |
| Revenue Subtotal | 56444105 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 56444105 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 54608015 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1308000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1308000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 53300015 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53300015 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 several 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. | Description of Intended Use of Endowment Funds: |
| Part X, Line 2: | Council for Jewish Elderly (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 percent 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 year ended June 30, 2013 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, 2009 and prior. | Description of Uncertain Tax Positions Under FIN 48: |
| Net Change in Fair Value of Interest Rate Swaps 2,214,116. | Part XI, Line 2d - Other Adjustments: | |
| Karmel Carrying Cost 1,308,000. | Part XII, Line 2d - Other Adjustments: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annual Dinner Event | NameOfEvent1 |
| Gross Receipts Event1 | 547314 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 321361 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 225953 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 137876 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 49281 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 58743 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 547314 | GrossReceiptsTotal |
| Charitable Contributions Total | 321361 | CharitableContributionsTotal |
| Gross Revenue Total Events | 225953 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 137876 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 49281 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 58743 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 245900 | DirectExpenseSummaryEvents |
| Net Income Summary | -19947 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Weiner | ||||||||||||||
| President & CEO | 303365 | 0 | 0 | 0 | 3423 | 0 | 61008 | 0 | 22944 | 0 | 390740 | 0 | 0 | 0 |
| Joseph Atkin | ||||||||||||||
| Executive V/P & CFO | 243259 | 0 | 0 | 0 | 6313 | 0 | 36304 | 0 | 24006 | 0 | 309882 | 0 | 0 | 0 |
| William Casper | ||||||||||||||
| V/P Residential Services | 214299 | 0 | 0 | 0 | 1254 | 0 | 43537 | 0 | 22292 | 0 | 281382 | 0 | 0 | 0 |
| Laura Prohov | ||||||||||||||
| V/P Community Services | 146893 | 0 | 0 | 0 | 7060 | 0 | 33053 | 0 | 20989 | 0 | 207995 | 0 | 0 | 0 |
| Ronald Roman | ||||||||||||||
| Senior Human Resource Director | 144872 | 0 | 0 | 0 | 180 | 0 | 15883 | 0 | 7594 | 0 | 168529 | 0 | 0 | 0 |
| Carole Klein-Alexander | ||||||||||||||
| Senior Marketing Director | 128311 | 0 | 0 | 0 | 1263 | 0 | 34254 | 0 | 16048 | 0 | 179876 | 0 | 0 | 0 |
| Donna Pezzuto | ||||||||||||||
| Senior Director of Healthy Aging | 119546 | 0 | 0 | 0 | 5412 | 0 | 53875 | 0 | 10569 | 0 | 189402 | 0 | 0 | 0 |
| Michael Geraghty | ||||||||||||||
| Controller | 119477 | 0 | 0 | 0 | 0 | 0 | 14114 | 0 | 19307 | 0 | 152898 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Colorado Educational and Cultural Facilities | ||||||||
| A | 840896727 | 19645RHU8 | 2009-02-12 | 7000000 | Renovate Multifamily Housing | 0 | 0 | 0 |
| Colorado Educational and Cultural Facilities | ||||||||
| B | 840896727 | NoneAvail | 2010-01-12 | 7500000 | Refinance IDHA Series 2004 Multifamily Housing | 0 | 0 | 0 |
| Colorado Educational and Cultural Facilities | ||||||||
| C | 840896727 | NoneAvail | 2012-01-01 | 23555000 | Refinance prior bonds issued | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Working Capital ExpendituresWorkingCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1000000 | 7021702 | 116256 | 6905446 | 2009 | 0 | 0 | 0 | 1 | ||
| B | 240000 | 7500000 | 150000 | 2004 | 1 | 0 | 0 | 1 | 695753 | 6654247 | |
| C | 680000 | 23555000 | 60000 | 2005 | 1 | 0 | 0 | 1 | 23495000 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| B | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| C | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K, Part I, Column (e) & Schedule K, Part, II, Line 3: The | Identifier |
| Return Reference | difference between issue price in Part I, Column (e) and the total proceeds | ReturnReference |
| Explanation | of issue in Part II, Line 3 is investment income earned on bond escrow before the bond proceeds were expended. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Nancy Worsek Rosenberg has a family relationship with Leonard Worsek. | |
| Form 990, Part VI, Section A, line 6 | Every person who is a member of the Jewish Federation of Metropolitan Chicago shall be a member. | |
| Form 990, Part VI, Section A, line 7a | At 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 11 | Completed 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 sent to the entire board for approval prior to filing. | |
| Form 990, Part VI, Section B, line 12c | A 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 and CEO and Senior Director of Human Resources and Learning 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 15 | CJE has a Compensation Committee that approves compensation for the President and CEO and Executive Vice President 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 and CEO and Executive Vice President is consistent with the market, including but not limited to annual surveys from the Association of Jewish Aging Services (AJAS) and American Association of Homes and Services for the Aging (AAHSA). The process for determining the compensation is documented. CJE also has a staff Compensation Committee that approves compensation for all other Officers and Key Employees which is comprised of the President and CEO, Executive Vice President, and the Senior Director of Human Resources and Learning. 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 the Life Services Network (LSN) and American Association of Homes and Services for the Aging (AAHSA). The process for determining the compensation is documented. | |
| Form 990, Part VI, Section C, line 19 | The 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. | |
| Form 990, Part XI, line 9: | Net Change in Fair Value of Interest Rate Swaps 2,214,116. Karmel Carrying Cost -1,308,000. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Swartzberg House | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60645 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043630309 | EIN |
| Primary Activities | Senior Housing | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Total Income | 1752893 | TotalIncome |
| EOY Assets | 2481240 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly Endowment Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells Suite 4049 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364310834 | EIN |
| Primary Activities | Endowment | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 11a, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly Endowment Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionType |
| Amount Involved | 3896843 | AmountInvolved |
| Method Of Amt Determination | Cash | MethodOfAmtDetermination |
Comments