COUNCIL FOR JEWISH ELDERLY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
COUNCIL FOR JEWISH ELDERLY (EIN 36-2727597)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-13
IRS object ID
201331339349304888
Schema version
2011v1.5
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)
Timestamp2013-05-13T18:48:29-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362727597EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish ElderlyBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCOUNNameControl
Phone7735081000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 West Touhy AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60645ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJoseph AtkinName
TitleExecutive V/P & CFOTitle
Phone7735081000Phone
Date Signed2013-05-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameZack FortschName
PTINP00052725PTIN
Phone3126343400Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1CJE SeniorlifeBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonMark WeinerNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13003 West Touhy AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60645ZIPCode
FieldValueIRS element (for citing)
Gross Receipts57461526GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number9482GroupExemptionNumber
Organization501c3XOrganization501c3
Web Sitewww.CJE.netWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1972YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionThe 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 Body48NbrVotingMembersGoverningBody
Nbr Independent Voting Members48NbrIndependentVotingMembers
Total Nbr Employees924TotalNbrEmployees
Total Nbr Volunteers4400TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year10222817ContributionsGrantsPriorYear
Contributions Grants Current Year10972657ContributionsGrantsCurrentYear
Program Service Revenue Prior Year42207924ProgramServiceRevenuePriorYear
Program Service Revenue CY42366812ProgramServiceRevenueCY
Investment Income Prior Year1083189InvestmentIncomePriorYear
Investment Income Current Year722970InvestmentIncomeCurrentYear
Other Revenue Prior Year95503OtherRevenuePriorYear
Other Revenue Current Year28260OtherRevenueCurrentYear
Total Revenue Prior Year53609433TotalRevenuePriorYear
Total Revenue Current Year54090699TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year32279865SalariesEtcPriorYear
Salaries Etc Current Year33226545SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year511765TotalFundrsngExpCurrentYear
Other Expense Prior Year22652892OtherExpensePriorYear
Other Expenses Current Year22266013OtherExpensesCurrentYear
Total Expenses Prior Year54932757TotalExpensesPriorYear
Total Expenses Current Year55492558TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1323324RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1401859RevenuesLessExpensesCY
Total Assets BOY61483147TotalAssetsBOY
Total Assets EOY62109077TotalAssetsEOY
Total Liabilities BOY70107292TotalLiabilitiesBOY
Total Liabilities EOY76978699TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-8624145NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-14869622NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionThe 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense20540300Expense
Revenue19658223Revenue
DescriptionLieberman 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

FieldValueIRS element (for citing)
Expense11495460Expense
Revenue6511865Revenue
DescriptionCJE 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 Medicar 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

FieldValueIRS element (for citing)
Expense9435034Expense
Revenue9754510Revenue
DescriptionIn 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

FieldValueIRS element (for citing)
Expense5787124Expense
Revenue6442214Revenue
DescriptionCJE 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 staffDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp5787124TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev6442214TotalOfOtherProgramServiceRev
Total Program Service Expense47257918TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096183NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees924NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members48NbrVotingGoverningBodyMembers
Number Independent Voting Members48NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Joseph AtkinBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7735081031TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13003 West Touhy AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60645ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (58 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Bruce J Lederman
Chair1.00XX000
Stephen P Sandler
Vice Chair1.00XX000
Vicki E Pines
Secretary1.00XX000
Alan M Ellenby
Treasurer1.00XX000
Marilyn Altman
Director1.00X000
Brett K Avner
Director1.00X000
Jordan C Berger
Director1.00X000
Marc L Berman
Director1.00X000
Charles M Bley Chuck
Director1.00X000
Michael D Blum MD
Director1.00X000
Gerald D Blumberg
Director1.00X000
Gila Bronner
Director1.00X000
Dennis J Carlin
Director1.00X000
Joe Cohen
Director1.00X000
James M Feldman
Director1.00X000
Vern Gideon
Director1.00X000
Barbara A Gilbert
Director1.00X000
William I Goldberg
Director1.00X000
Alan I Greene
Director1.00X000
Harvey R Kallick
Director1.00X000
Nancy Katz
Director1.00X000
Dennis Kleper
Director1.00X000
Michael E Koen
Director1.00X000
Richard M Kohn
Director1.00X000
Sondra Kraff Sashie
Director1.00X000
Kenneth F Lorch
Director1.00X000
Leslie Markman-Stern
Director1.00X000
James C Mills
Director1.00X000
Margo Fried Oberman
Director1.00X000
Sheryl Oberman
Director1.00X000
Dr Maurice B Pickard
Director1.00X000
Daniel R Pollack
Director1.00X000
John E Pomeranz
Director1.00X000
Susan Reese
Director1.00X000
Carlton R Resnick
Director1.00X000
Steven Rogin
Director1.00X000
David Rosenberg
Director1.00X000
Nancy Worsek Rosenberg
Director1.00X000
Mally Z Rutkoff
Director1.00X000
Robert L Schlossberg
Director1.00X000
Marci Shapiro
Director1.00X000
Judy L Smith
Director1.00X000
Linda Soreff Siegel
Director1.00X000
Dianne Tesler
Director1.00X000
Randi S Urkov
Director1.00X000
Kalman Wenig
Director1.00X000
Judith Wright Whellan
Director1.00X000
Leonard A Worsek
Director1.00X000
Marshall S Yablon
Director1.00X000
Mark Weiner
President & CEO38.00X301374083600
Joseph Atkin
Executive V/P & CFO38.00X258940064247
William Casper
V/P Residential Services38.00214237059394X
Laura Prohov
V/P Community Services38.00150361053163X
Ronald Roman
Senior Human Resources Director38.00142573021538X
Ronald Benner
Senior Leiberman Executive Director38.00129633012219X
Donna Pezzuto
Senior Director of Healthy Aging38.00123590063632X
Carole Klein-Alexander
Senior Marketing Director38.00128381048012X
Michael Geraghty
Controller38.00118686034080X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1567775TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation439885TotalOtherCompensation
Number Individuals GT100 K14NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Morrison Management Specialists
4721 Morrison Drive Suite 300AtlantaGA30368Food Services3403324
Simply Rehab
3340 Dundee Road Suite 2N3NorthbrookIL60062Therapy Services1371819
Aramark Servicemaster Facilities Service
24863 Network PlaceChicagoIL60673Facility Management Services889790
Omnicare of Northern Illinois
2313 S Mount Prospect RDDes PlainesIL60018Pharmacy Services834902
Tolan Contruction Co
666 Dundee Road Suite 504NorthbrookIL60062General Contractor Services374399
FieldValueIRS element (for citing)
Number Of Contractors GT100 K15NumberOfContractorsGT100K
Fundraising Events356410FundraisingEvents
All Other Contributions10616247AllOtherContributions
Noncash Contributions77160NoncashContributions
Total Contributions10972657TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Program Service Fees6230003603920436039204
Rental Revenue62300058903245890324

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column437284TotalRevenueColumn
Related Or Exempt Function Income437284RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue42366812TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column165324TotalRevenueColumn
Exclusion$165,324ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3632573Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3074927Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities557646Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column557646TotalRevenueColumn
Exclusion$557,646ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events219340GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events356410CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses295900FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-76560TotalRevenueColumn
Exclusion-$76,560ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column104820TotalRevenueColumn
Exclusion$104,820ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue104820TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column54090699TotalRevenueColumn
Related Or Exempt Function Income42366812RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$751,230ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1185316Total
Management And General1185316ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total24627325Total
Program Services21600322ProgramServices
Management And General2720614ManagementAndGeneral
Fundraising306389Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1239858Total
Program Services1095597ProgramServices
Management And General128372ManagementAndGeneral
Fundraising15889Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4339789Total
Program Services3724226ProgramServices
Management And General576730ManagementAndGeneral
Fundraising38833Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1834257Total
Program Services1541124ProgramServices
Management And General271167ManagementAndGeneral
Fundraising21966Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total198945Total
Program Services61480ProgramServices
Management And General137465ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total128741Total
Program Services80448ProgramServices
Management And General48293ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3957707Total
Program Services3591267ProgramServices
Management And General305215ManagementAndGeneral
Fundraising61225Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2177818Total
Program Services1619774ProgramServices
Management And General490581ManagementAndGeneral
Fundraising67463Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5142468Total
Program Services4757667ProgramServices
Management And General384801ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total1820294Total
Program Services1259977ProgramServices
Management And General560317ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3565667Total
Program Services2889309ProgramServices
Management And General676358ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total938991Total
Program Services892540ProgramServices
Management And General46451ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Food Service Costs2267791223755030241
Repairs & Maintenance87993881268667252
Public Aid Tax539566539566
Bad Debt Expense842842

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total647245Total
Program Services553543ProgramServices
Management And General93702ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total55492558Total
Program Services47257918ProgramServices
Management And General7722875ManagementAndGeneral
Fundraising511765Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1157226BOY
EOY1768451EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1061584BOY
EOY2007163EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2823063BOY
EOY5001041EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY451119BOY
EOY360586EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis74003031LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec42461672LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY32601689BOY
EOY31541359EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY22491978BOY
EOY20847102EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY896488BOY
EOY583375EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY61483147BOY
EOY62109077EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7598927BOY
EOY6390269EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY38060000BOY
EOY37055000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1258745BOY
EOY1265129EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY9677359BOY
EOY16659566EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY13512261BOY
EOY15608735EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY70107292BOY
EOY76978699EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-12710230BOY
EOY-17235455EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4086085BOY
EOY2365833EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-8624145BOY
EOY-14869622EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY61483147BOY
EOY62109077EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-1401859ReconcilationRevenueExpenses
Reconcilation Other Changes-4843618ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11255403CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years14916763CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14717021CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10222817CurrentTaxYearMinus1Year
Current Tax Year10972657CurrentTaxYear
Total62084661Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11255403CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years14916763CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14717021CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10222817CurrentTaxYearMinus1Year
Current Tax Year10972657CurrentTaxYear
Total62084661Total
FieldValueIRS element (for citing)
Public Support Total17062084661PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years634734CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years371614CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years246416CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year179885CurrentTaxYearMinus1Year
Current Tax Year165324CurrentTaxYear
Total1597973Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years461749CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years152148CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year103551CurrentTaxYearMinus1Year
Current Tax Year104820CurrentTaxYear
Total822268Total
FieldValueIRS element (for citing)
Total Support64504902TotalSupport
Gross Receipts From Admissions Etc159953386GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.96250PublicSupportPertcentage170
Public Support Pertcent Prior Year0.94960PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
General ExplanationSchedule A, Part II, Line 10, Explanation of Other Income: Other IncomeGeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers1Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$2,000DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$25,200OtherActivitiesAmount
Total Lobbying Expenditures IIB27200TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierExplanation of Lobbying Activities:Identifier
Return ReferencePart II-B, Line 1:ReturnReference
ExplanationLobbying expenses for Washington lobbyist $6,700 and Springfield lobbyist for $18,500.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Beginning Balance1258745BeginningBalance
Additions During Year759592AdditionsDuringYear
Distributions During Year753208DistributionsDuringYear
Ending Balance1265129EndingBalance
Included On FS1IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance21375013BeginningOfYearBalance
Contributions4111893Contributions
Investment Earnings Or Losses185265InvestmentEarningsOrLosses
Other Expenditures5458803OtherExpenditures
End Of Year Balance20213368EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance21055225BeginningOfYearBalance
Contributions464240Contributions
Investment Earnings Or Losses3301186InvestmentEarningsOrLosses
Other Expenditures3445638OtherExpenditures
End Of Year Balance21375013EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance21867113BeginningOfYearBalance
Contributions579155Contributions
Investment Earnings Or Losses2368526InvestmentEarningsOrLosses
Other Expenditures3759569OtherExpenditures
End Of Year Balance21055225EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance27994133BeginningOfYearBalance
Contributions4167115Contributions
Investment Earnings Or Losses-4657891InvestmentEarningsOrLosses
Other Expenditures5636244OtherExpenditures
End Of Year Balance21867113EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1940467OtherCostOrOtherBasis
Book Value1940467BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis59744584OtherCostOrOtherBasis
Depreciation34984418Depreciation
Book Value24760166BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis10923754OtherCostOrOtherBasis
Depreciation6482608Depreciation
Book Value4441146BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1394226OtherCostOrOtherBasis
Depreciation994646Depreciation
Book Value399580BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings31541359TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Board Designated - Pooled Fund Investments574366F
Endowment Foundation Pooled Fund Investments20213368F
Bond Indenture59368F
FieldValueIRS element (for citing)
Total Of Book Value Securities20847102TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Bond Interest Rate Swap Liability$6,678,456
Due to JFMC Facilities Corporation$8,930,279
FieldValueIRS element (for citing)
Total Of Amounts15608735TotalOfAmounts
Total Revenue54090699TotalRevenue
Total Expenses55492558TotalExpenses
Excess Or Deficit For Year-1401859ExcessOrDeficitForYear
Net Unrealized GL On Investments-537705NetUnrealizedGLOnInvestments
Other-$4,305,913OtherAmount
Total Adjustments-4843618TotalAdjustments
Excess Or Deficit Per FS-6245477ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt53552994TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-537705NetUnrealizedGainsInvestments
Revenue Not Rptd F990-537705RevenueNotRptdF990
Revenue Subtotal54090699RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99054090699TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt59798471TotExpensesEtcAuditedFinclStmt
Other Expenses Included4305913OtherExpensesIncluded
Expenses Not Rptd F9904305913ExpensesNotRptdF990
Expenses Subtotal55492558ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99055492558TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 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: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. Unrelated Business Income Tax (UBIT) is reported on Form 990T, as appropriate. 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 balance sheets 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, 2012 and 2011, 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, 2008 and prior.Description of Uncertain Tax Positions Under FIN 48:
Karmel Carrying Cost -1,278,944. Net Change in Fair Value of Interest Rate Swaps -3,026,969. Total to Schedule D, Part XI, Line 8: -4,305,913.Part XI, Line 8 - Other Adjustments:
Karmel Carrying Cost 1,278,944. Net Change in Fair Value of Interest Rate Swaps 3,026,969.Part XIII, Line 2d - Other Adjustments:

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Annual Dinner EventNameOfEvent1
Gross Receipts Event1575750GrossReceiptsEvent1
Charitable Contributions Event1356410CharitableContributionsEvent1
Gross Revenue Event1219340GrossRevenueEvent1
Food And Beverage Event1146130FoodAndBeverageEvent1
Entertainment Event162350EntertainmentEvent1
Other Direct Expenses Event187420OtherDirectExpensesEvent1
Gross Receipts Total575750GrossReceiptsTotal
Charitable Contributions Total356410CharitableContributionsTotal
Gross Revenue Total Events219340GrossRevenueTotalEvents
Food And Beverage Total Events146130FoodAndBeverageTotalEvents
Entertainment Total Events62350EntertainmentTotalEvents
Other Direct Expenses Total Events87420OtherDirectExpensesTotalEvents
Direct Expense Summary Events295900DirectExpenseSummaryEvents
Net Income Summary-76560NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Mark Weiner
29798800033860592660243340384974000
Joseph Atkin
236236000227040456910185560323187000
William Casper
21300500012320382880211060273631000
Laura Prohov
14831700020440315300216330203524000
Ronald Roman
142399000174014110074280164111000
Donna Pezzuto
12236200012280532600103720187222000
Carole Klein-Alexander
12714900012320321090159030176393000
Michael Geraghty
11868600000145500195300152766000

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Colorado Educational and Cultural Facilities
84089672719645RHU82009-02-127000000Renovate Multifamily Housing000
Colorado Educational and Cultural Facilities
84089672719645RGF22008-08-0110080000Refinance IDFA Series 1999 & 2002 Bonds100
Colorado Educational and Cultural Facilities
84089672719645RAX92007-07-018000000Retire GMAC Mortgage and Capital Improvements100
Colorado Educational and Cultural Facilities
840896727196458ZA42005-01-1912000000Retire Prior Bond & Note Obligations100

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount In Reserve FundAmountInReserveFundWorking Capital ExpendituresWorkingCapitalExpenditures
7021702116256690544620090001
1012730615432619991001992567447306
80000001441864574814200710013281000
12000000595551995100111940445

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
00001
00001
00001
00001

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
010000
010000
010000
010000
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSchedule K, Part I, Column (e) & Schedule K, Part, II, Line 3: TheIdentifier
Return Referencedifference between issue price in Part I, Column (e) and the total proceedsReturnReference
Explanationof issue in Part II, Line 3 is investment income earned on bond escrow before the bond proceeds were expended.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Colorado Educational and Cultural Facilities
8408967272010-01-127500000Refinance IDHA Series 2004 Multifamily Housing000
Colorado Educational and Cultural Facilities
8408967272012-01-0123555000Refinance prior bonds issued000

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsWorking Capital ExpendituresWorkingCapitalExpendituresOther Spent ProceedsOtherSpentProceedsYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
7500000150000695753665424720041001
23555000600002349500020051001

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
00001
00001

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
010000
000000

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehicles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99077160NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMethod for Determining Number of Contributors:Identifier
Return ReferencePart I, Column (b):ReturnReference
Explanationis the number items contributed.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 2Nancy Worsek Rosenberg is the daughter of Leonard Worsek. Both are members of the Board of Directors.
Form 990, Part VI, Section A, line 6Every person who is a member of the Jewish Federation of Metropolitan Chicago shall be a member.
Form 990, Part VI, Section A, line 7aAt each election of Elected Directors, each member shall have one vote for as many persons as there are Elected Directors to be elected.
Form 990, Part VI, Section B, line 11Completed 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 12A 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 15CJE 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 19The Organization's 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 5:Net unrealized losses on investments: -537,705. Karmel Carrying Cost -1,278,944. Net Change in Fair Value of Interest Rate Swaps -3,026,969. Total to Form 990, Part XI, Line 5: -4,843,618.Changes in Net Assets or Fund Balances:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Swartzberg HouseBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13003 West TouhyAddressLine1
CityChicagoCity
StateILState
ZIP Code60645ZIPCode
FieldValueIRS element (for citing)
EIN043630309EIN
Primary ActivitiesSenior HousingPrimaryActivities
Legal Domicile StateILLegalDomicileState
Total Income1238015TotalIncome
EOY Assets2389734EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish ElderlyBusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish Elderly Endowment FoundationBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line130 South Wells Suite 4049AddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
EIN364310834EIN
Primary ActivitiesEndowmentPrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status11APublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish ElderlyBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org1ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1Council for Jewish Elderly Endowment FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeRTransactionType
Amount Involved2854215AmountInvolved
Method Of Amt DeterminationCashMethodOfAmtDetermination

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