2011-10-12T12:56:21-05:00 2010-06-30 RSM MCGLADREY INC One South Wacker Suite 800 Chicago IL 60606 990 2009-07-01 362727597 COUNCIL FOR JEWISH ELDERLY COUN 7735081000 3003 WEST TOUHY AVENUE CHICAGO IL 60645 JOSEPH ATKIN 7735081000 2011-10-12 1 Zack Fortsch 8474136900 2009 2016-03-07 17:11:31Z CJE SENIORLIFE MARK WEINER 3003 WEST TOUHY AVENUE CHICAGO IL 60645 55547824 0 X WWW.CJE.NET X 1972 IL THE MISSION OF CJE SENIORLIFE 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. 54 54 917 5650 0 0 14916763 11113990 36122416 39821744 -296978 220891 152148 -55034 50894349 51101591 0 0 32376947 32467947 0 432570 22634735 22885982 55011682 55353929 -4117333 -4252338 62543784 60487043 58770430 60227204 3773354 259839 THE MISSION OF CJE SENIORLIFE 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. 0 0 20417676 13589134 Lieberman Center for Health and Rehabilitation 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 450 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. 10964392 12233177 CJE SeniorLife 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 almost 800 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 19 buses, one of the largest private transportation fleets outside of a local bus system, that provide over 50,000 rides annually to 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 119,000 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 5,000 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. 9477015 8790710 In a year, The Weinberg Community for Senior Living is home to almost 220 older adults at either Gidwitz Place 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. Through 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 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. 4786311 5208723 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. 4786311 5208723 45645394 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 284 0 917 1 0 0 0 0 0 1 1 0 0 0 54 54 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X JOSEPH ATKIN 7735081031 3003 WEST TOUHY AVENUE CHICAGO IL 60645 JAMES C MILLS X X 0 0 0 BRUCE J LEDERMAN X 0 0 0 JUDY L SMITH X X 0 0 0 HARVEY R KALLICK X X 0 0 0 MARILYN D ALTMAN X 0 0 0 JORDAN C BERGER X 0 0 0 CHARLES M BLEY X 0 0 0 MICHAEL D BLUM MD X 0 0 0 GERALD D BLUMBERG X 0 0 0 ARNOLD F BROOKSTONE X 0 0 0 DENNIS J CARLIN X 0 0 0 JOSPEH J COHEN X 0 0 0 ALAN M ELLENBY X 0 0 0 DANIEL N EPSTEIN X 0 0 0 JAMES M FELDMAN X 0 0 0 SHERRY A FOX X 0 0 0 JEFFREY L FRIED X 0 0 0 VERN GIDEON X 0 0 0 BARBARA A GILBERT X 0 0 0 WILLIAM I GOLDBERG X 0 0 0 ALAN I GREENE X 0 0 0 DENNIS KLEPER X 0 0 0 MICHAEL E KOEN X 0 0 0 RICHARD M KOHN X 0 0 0 SONDRA KRAFF X 0 0 0 ALAN LEVIN X 0 0 0 JACK M LEVIN X 0 0 0 KENNETH F LORCH X 0 0 0 LESLIE MARKMAN-STERN X 0 0 0 MARGO FRIED OBERMAN X 0 0 0 MAURICE B PICKARD MD X 0 0 0 VICKI E PINES X 0 0 0 DANIEL R POLLACK X 0 0 0 JOHN E POMERANZ X 0 0 0 SUSAN REESE X 0 0 0 CARLTON R RESNICK X 0 0 0 STEVEN ROGIN X 0 0 0 NANCY WORSEK ROSENBERG X 0 0 0 KAREN ROSENTHAL X 0 0 0 MALLY Z RUTKOFF X 0 0 0 STEPHEN P SANDLER X 0 0 0 ROBERT L SCHLOSSBERG X 0 0 0 AUDREY L SELIN X 0 0 0 LINDA SOREFF SIEGEL X 0 0 0 MELISSA SPELLMAN X 0 0 0 SHERWIN J STONE X 0 0 0 DIANNE TESLER X 0 0 0 RANDI URKOV X 0 0 0 KALMAN WEING X 0 0 0 JUDITH WRIGHT WHELLAN X 0 0 0 LEONARD A WORSEK X 0 0 0 MARSHALL S YABLON X 0 0 0 Mark Weiner 37.50 X 279860 0 65961 JOSEPH ATKIN 37.50 X 242370 0 82945 William Casper 37.50 X 193167 0 45815 Laura Prohov 37.50 X 145897 0 36609 Ronald Roman 38.00 X 139051 0 18611 Nadim Abi-Antoun 38.00 X 133976 0 18393 Jerrold Behn 38.00 X 126330 0 50842 Carole Klein-Alexander 38.00 X 124059 0 34351 1384710 0 353527 15 0 1 0 morrison management specialists 4721 morrison drive atlanta GA 30368 food services 3166136 SIMPLY rehab 3340 DUNDEE ROAD SUITE 2N3 NORTHBROOK IL 60062 therapy services 1954018 omnicare of northern illinois 237 S Mount Prospect RD des plaines IL 60018 PHARMACY SERVICES 693707 aramark SERVICEMASTER FACILITIES SERVICE 1101 MARKET PLACE PHILADELPHIA PA 19107 FACILITY MANAGEMENT SERVICES 495836 DYKEMA 10 S WACKER DRIVE SUITE 2300 CHicago IL 60606 LEGAL SERVICES 202513 12 288922 7468546 1284239 2072283 11113990 PROGRAM SERVICE FEES 623000 35706228 35706228 Rental Revenue 623000 3603031 3603031 MISCELLANEOUS 623000 512485 512485 39821744 246416 246416 4156454 4181979 -25525 -25525 -25525 209220 288922 264254 -55034 -55034 51101591 39821744 0 165857 910118 910118 24021157 20332888 3405305 282964 1292013 1059451 219642 12920 4386299 3724333 632029 29937 1858360 1496416 341441 20503 190727 103077 87650 6279474 5673626 605848 393243 371218 21740 285 2302787 1194897 1107890 3273734 2778269 495465 SUPPLIES AND OTHER EXPE 5326940 4704961 568168 53811 PROFESSIONAL FEE AND CO 4345639 3632897 680909 31833 miscellaneous 385997 285318 100362 317 EQUIPMENT REPAIRS AND M 351537 278158 73379 SUBSCRIPTIONS AND MEMBE 35904 9885 26019 55353929 45645394 9275965 432570 1756036 897017 4097685 5041146 730986 607491 66813987 36055776 31977896 30758211 23337775 22328599 643406 854579 62543784 60487043 8021682 7443143 41110000 39540000 3500000 4400000 6138748 8844061 58770430 60227204 X -2053848 -4783630 5827202 5043469 3773354 259839 62543784 60487043 X 0 1 1 X 1 1 X 8831038 10069861 11255403 14916763 14717021 59790086 8831038 10069861 11255403 14916763 14717021 59790086 59790086 603506 697670 634734 371614 246416 2553940 401672 461749 152148 1015569 63359595 149282379 0.94370 0.92810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21867113 579155 2368526 3759569 21055225 27994133 4074015 -4657891 5543144 21867113 0.23950 0.76050 0 1 1 1920203 1920203 52296280 29472575 22823705 11275465 5564239 5711226 1322039 1018962 303077 30758211 BOARD DESIGNATED - POOLED FUND INVESTMENTS 564364 F ENDOWMENT FOUNDATION POOLED FUND INVESTMENTS 21055225 F BOND INDENTURE 709010 F 22328599 RESIDENTS' SECURITY DEPOSITS & FUNDS HELD FOR RESIDENTS 1158090 BOND INTEREST RATE SWAP LIABILITY 4362754 NOTES PAYABLE, CAPITAL LEASE 2036482 INTERCOMPANY PAYABLE 1286735 8844061 51101591 55353929 -4252338 738823 738823 -3513515 Part X: Description of Uncertain Tax Positions Under FIN 48: CJE files a Form 990 (Return of Organization Exempt From Income Tax). 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 positions 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. As of and during the years ended June 30,2010 and 2009, there were no unrecognized tax benefits identified and recorded as liabilities. ANNUAL DINNER EVENT 498142 288922 209220 140807 123447 498142 288922 209220 140807 123447 264254 -55034 X X X X 0 0 0 0 0 0 0 0 0 Mark Weiner 241235 0 38625 0 0 0 42946 0 23015 0 345821 0 0 0 JOSEPH ATKIN 213870 0 28500 0 0 0 68536 0 14409 0 325315 0 0 0 William Casper 174348 0 18819 0 0 0 27165 0 18650 0 238982 0 0 0 Laura Prohov 129433 0 16464 0 0 0 20035 0 16574 0 182506 0 0 0 Ronald Roman 125191 0 13860 0 0 0 10900 0 7711 0 157662 0 0 0 Nadim Abi-Antoun 119116 0 14860 0 0 0 6258 0 12135 0 152369 0 0 0 Jerrold Behn 115034 0 11296 0 0 0 31782 0 19060 0 177172 0 0 0 Carole Klein-Alexander 109349 0 14710 0 0 0 19595 0 14756 0 158410 0 0 0 COLORADO EDUCATIONAL AND CULTURAL FACILITIES 840896727 19645RHU8 2009-02-12 7000000 RENOVATE MULTIFAMILY HOUSING 0 0 COLORADO EDUCATIONAL AND CULTURAL FACILITIES 840896727 19645RGF2 2008-08-01 10080000 REFINANCE IDFA SERIES 1999 & 2002 BONDS 0 0 COLORADO EDUCATIONAL AND CULTURAL FACILITIES 840896727 19645RAX9 2007-07-01 8000000 RETIRE GMAC MORTGAGE AND CAPITAL IMPROVEMENTS 0 0 COLORADO EDUCATIONAL AND CULTURAL FACILITIES 840896727 196458ZA4 2005-01-19 12000000 RETIRE PRIOR BOND & NOTE OBLIGATIONS 0 0 colorADO EDUCATIONAL AND CULTURAL FACILITIES 840896727 2010-01-12 7500000 REFINANCE IDHA SERIES 2004 MULTIFAMILY HOUSING 0 0 7021702 116256 6905446 0 0 0 1 10127306 9925674 154326 47306 1 0 0 1 8000000 3281000 144186 4574814 1 0 0 1 12000000 11940445 59555 1 0 0 1 7500000 6654247 150000 695753 1 0 0 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section A, line 2 NANCY WORSEK ROSENBERG IS THE DAUGHTER TO LEONARD WORSEK. BOTH ARE MEMBERS OF OUR BOARD OF DIRECTORS. 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 990 was sent to the entire board 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 The cje board has a compensation committee that approves compensation for the president/ceo and executive vice president which is comprised of the board chair, past chair, vice chair, and up to three other selected directors. The committee uses comparable data from other elder care non-profit organizations to ensure compensation for the president/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 the american association of homes and services for the aging (AAHSA). CJE Management also has a staff compensation committee that approves compensation for all other officers and key employees which is comprised of the president/CEO, Executive vice president, and the senior director of human resources and learning. The committee uses comparable data from other elder care 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). Form 990, Part VI, Section C, line 19 The 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. SWARTZBERG HOUSE 3003 WEST TOUHY CHICAGO IL 60645 043630309 SENIOR HOUSING IL 1196011 2219127 N/A COUNCIL FOR JEWISH ELDERLY ENDOWMENT FOUNDATION 30 SOUTH WELLS SUITE 4049 CHICAGO IL 60606 364310834 ENDOWMENT IL 501(C)(3) 11A N/A JARVIS-FARWELL HOUSE 3003 WEST TOUHY CHICAGO IL 60645 364229694 SENIOR HOUSING IL 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0