2026-05-08T07:10:12-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2024-07-01 362727597 COUNCIL FOR JEWISH ELDERLY COUN 7735081000 3003 WEST TOUHY AVENUE CHICAGO IL 60645 STACEY TURNER VICE PRESIDENT/CFO 7735081000 2026-05-08 1 1 BRIDGET ROCHE P00666837 3128560200 2026-05-05 2024 2025-03-06 01:10:19Z CJE SENIORLIFE DANIEL FAGIN 3003 WEST TOUHY AVENUE CHICAGO IL 60645 62902564 0 X WWW.CJE.NET X 1972 IL SEE SCHEDULE O 44 44 484 787 18284 15553 12203059 38343566 43906357 23679430 46838 488747 -18972 191663 56137282 62703406 19175123 18615090 0 0 19996494 24427231 0 0 855653 15580605 14607154 54752222 57649475 1385060 5053931 64409962 40186196 44241238 41169009 20168724 -982813 X SEE SCHEDULE O 0 0 26764175 18615090 4162283 CJE SENIORLIFEOUR COMPREHENSIVE CARE COORDINATION FOCUSES ON THE SERVICES AND PROGRAMS NECESSARY TO HELP OLDER ADULTS STAY ACTIVE, KEEP THEIR INDEPENDENCE, AND FIND FULFILLMENT. THESE SERVICES INCLUDE INDEPENDENT HOUSING, ASSISTED LIVING, HOME-DELIVERED MEALS, TRANSPORTATION, ADULT DAY SERVICES, CARE MANAGEMENT, HEALTH AND WELLNESS ACTIVITIES, COUNSELING SERVICES, CLINICAL INTAKE, SUPPORT GROUPS FOR OLDER ADULTS AND CAREGIVERS AND LEGAL AND BENEFIT SERVICES. IN ADDITION, WE OFFER AN ABUNDANCE OF LIFELONG LEARNING AND SOCIAL INTERACTION OPPORTUNITIES THROUGH OUR COMMUNITY ENGAGEMENT INCLUDING MY GO-TO PLACE, CYBER CLUB AND CJE ACADEMY. (CONTINUED ON SCH. O)SINCE 1972, CJE SENIORLIFE HAS BEEN THE GO-TO ORGANIZATION FOR THOUSANDS OF OLDER ADULTS AND THEIR FAMILIES IN THE CHICAGO AREA. 15465506 0 16464683 CJE SENIORLIFE'S WEINBERG COMMUNITY FOR SENIOR LIVINGCJE SENIORLIFE'S WEINBERG COMMUNITY FOR SENIOR LIVING IS HOME TO 168 OLDER ADULTS AT EITHER GIDWITZ PLACE FOR ASSISTED LIVING OR THE FRIEND CENTER FOR MEMORY CARE, ONE OF THE FIRST LICENSED AND LARGEST ASSISTED LIVING RESIDENCES IN THE STATE. WEINBERG COMMUNITY PROVIDES A SAFE, STIMULATING ENVIRONMENT FOR OLDER ADULTS WHO NEED ADDITIONAL ASSISTANCE WITH EVERYDAY TASKS LIKE MEDICATION REMINDERS, BATHING AND HOUSEKEEPING. RESIDENTS ALSO ENJOY A MULTITUDE OF LIFE ENRICHMENT PROGRAMS INCLUDING LIFELONG LEARNING OPPORTUNITIES, ARTS AND CRAFTS, GAMES, ENTERTAINMENT, AND FITNESS AND WELLNESS. (CONTINUED ON SCH. O)THOUGH PRIMARILY FOR A PRIVATE PAY POPULATION, APPROXIMATELY 32% OF RESIDENTS RECEIVE SOME TYPE OF FINANCIAL ASSISTANCE THROUGH A CJE-SPONSORED SCHOLARSHIP PROGRAM, DONOR FUNDS OR STATE GOVERNMENT SUBSIDY. 5025198 0 3052464 CJE INDEPENDENT HOUSINGCJE HOUSING IS FOR SENIORS WHO CAN LIVE INDEPENDENTLY. FOUR APARTMENT BUILDINGS (KRASNOW RESIDENCE, SWARTZBERG HOUSE, VILLAGE CENTER, AND ROBINEAU RESIDENCE) ARE HUD-FUNDED BUILDINGS. 47254879 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 139 0 1 484 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 44 44 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 IL X STACEY TURNER 7735081000 3003 WEST TOUHY AVENUE CHICAGO IL 60645 KENNETH F LORCH CHAIR 1.00 1.00 X X 0 0 0 SUSAN R SEGAL VICE CHAIR 2.00 0.30 X X 0 0 0 JENNIFER S COLBURN SECRETARY 2.00 0.00 X X 0 0 0 SAM P BRILLIANT TREASURER 2.00 0.00 X X 0 0 0 MARC L BERMAN DIRECTOR 1.00 0.00 X 0 0 0 JULIA BIKBOVA DIRECTOR 1.00 0.00 X 0 0 0 EVE S BILLER DIRECTOR 1.00 0.00 X 0 0 0 DAVID BLOCK DIRECTOR 1.00 0.00 X 0 0 0 DENNIS J CARLIN DIRECTOR 1.00 0.00 X 0 0 0 GREG S DANZIGER DIRECTOR 1.00 0.00 X 0 0 0 ALAN M ELLENBY DIRECTOR 1.00 0.00 X 0 0 0 DANIEL N EPSTEIN DIRECTOR 1.00 0.00 X 0 0 0 BILL GOLDBERG DIRECTOR 1.00 0.00 X 0 0 0 ALLAN GOLDSTEIN DIRECTOR 1.00 0.30 X 0 0 0 DR JEFFREY GRAFF DIRECTOR 1.00 0.00 X 0 0 0 ALAN I GREENE DIRECTOR 1.00 0.00 X 0 0 0 NICOLE KATZ DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL E KOEN DIRECTOR 1.00 0.00 X 0 0 0 STUART J KOHN DIRECTOR 1.00 0.00 X 0 0 0 BRUCE J LEDERMAN DIRECTOR 1.00 0.00 X 0 0 0 JANE C LEDERMAN DIRECTOR 1.00 0.00 X 0 0 0 SANDRA J LERNER DIRECTOR 1.00 0.00 X 0 0 0 STEVEN J LEVINE DIRECTOR 1.00 0.00 X 0 0 0 JAY LEWKOWITZ DIRECTOR 1.00 0.00 X 0 0 0 MARJORIE H LOEB DIRECTOR 1.00 0.00 X 0 0 0 DAVID MACKNIN DIRECTOR 1.00 0.00 X 0 0 0 LESLIE MARKMAN-STERN DIRECTOR 1.00 0.00 X 0 0 0 PAUL MILLER DIRECTOR 1.00 0.00 X 0 0 0 JAMES C MILLS DIRECTOR 1.00 0.00 X 0 0 0 SYLVIA L NOVICK DIRECTOR 1.00 0.00 X 0 0 0 JOHN E POMERANZ DIRECTOR 1.00 0.00 X 0 0 0 DR CARLTON R RESNICK DIRECTOR 1.00 0.00 X 0 0 0 NICOLE M LEV ROSS DIRECTOR 1.00 0.00 X 0 0 0 MALLY Z RUTKOFF DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SALTZMAN DIRECTOR 1.00 0.30 X 0 0 0 STEPHEN P SANDLER DIRECTOR 1.00 0.00 X 0 0 0 ROBERT L SCHLOSSBERG DIRECTOR 1.00 0.00 X 0 0 0 JUDITH SHARE DIRECTOR 1.00 0.00 X 0 0 0 JUDI L SMITH DIRECTOR 1.00 0.30 X 0 0 0 ABBE TEMKIN DIRECTOR 1.00 0.30 X 0 0 0 DON C TROSSMAN DIRECTOR 1.00 0.30 X 0 0 0 SARAH WARREN DIRECTOR 1.00 0.00 X 0 0 0 KALMAN WENIG DIRECTOR 1.00 0.00 X 0 0 0 STEVE YASTROW DIRECTOR 1.00 0.00 X 0 0 0 DAN FAGIN PRESIDENT & CEO 36.50 1.00 X 497064 0 84812 STACEY TURNER VICE PRESIDENT & CFO 37.50 0.00 X 296342 0 25250 ANDREA LEBOVITS VP COMMUNITY SERVICES 37.50 0.00 X 307014 0 144311 STEPHANIE SMERLING VP OF DEVELOPMENT 37.50 0.00 X 208472 0 55054 JODI PORTNOY VP & CHIEF STRATEGY OFFICER 37.50 0.00 X 180664 0 23049 PAISLEY VALENTINCIC VP OF MARKETING AND SALES 37.50 0.00 X 241793 0 19822 MONICA SOTO DIRECTOR OF FINANCE 37.50 0.00 X 176688 0 2725 JENNIFER WEININGER EXECUTIVE DIRECTOR TAMARISK 37.50 0.00 X 190576 0 26992 DAVID GUTHRIDGE EXECTIVE DIRECTOR AFFORDABLE HOUSING 37.50 0.00 X 147614 0 24194 RUBEN LOPEZ DIRECTOR OF IT INFRASTRUCTURE SRVCS 37.50 0.00 X 144664 0 34224 ELAINE AYOT CORPORATE CONTROLLER 37.50 0.00 X 159471 0 13433 2550362 0 453866 18 0 1 0 JOINT & NEURO REHAB ASSOC OF CHICAGO 10400 W HIGGINS ROAD ROSEMONT IL 60018 REHAB SERVICES 1231445 DYKEMA 6904 PAYSPHERE CIRCLE CHICAGO IL 60674 LEGAL SERVICES 230126 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 AUDIT SERVICES 168898 COLLIERS FBO ARBORLAKE CENTRE OWNERS PO BOX 4857 PORTLAND OR 972084857 LANDSCAPING SERVICES 124364 POLSINELLI PC 150 N RIVERSIDE PLAZA SUITE 3000 CHICAGO IL 60606 LEGAL SERVICES 122741 5 861310 1290543 8145479 28046234 38343566 WEINBERG COMMUNITY 623000 16299683 16299683 CJE SENIORLIFE 623000 4162283 4162283 CJE INDEPEND. HOUSING 623000 3052464 3052464 APPLICATION FEE INCOME 623000 165000 165000 23679430 488747 18284 470463 98940 861310 199158 -100218 -100218 CAFE & CATERING INCOME 900099 124391 124391 BEAUTY SHOP INCOME 900099 53664 53664 LAUNDRY INCOME 900099 16057 16057 97769 97769 291881 62703406 23679430 18284 662126 18615090 18615090 2122666 1857093 265573 17289625 13354351 3516989 418285 1091869 792076 282433 17360 2635803 1912093 681801 41909 1287268 978047 268590 40631 145059 145059 194936 155724 38502 710 176313 140847 34824 642 119018 119018 2858439 2283459 564576 10404 247384 197623 48861 900 1136410 1058214 63910 14286 692742 645074 38959 8709 1937927 1897483 40444 46883 42558 2107 2218 2134 1705 421 8 569155 346094 223061 2352050 1417730 934320 953201 741361 211840 FOOD SERVICE COSTS 1767943 1764987 2956 KARMEL PROJECT 362282 362282 DUES AND SUBSCRIPTIONS 230806 184379 45587 840 TRAINING & PROFESSIONAL 122593 97933 24214 446 691879 628051 31096 32732 57649475 47254879 9538943 855653 694611 1863072 183738 332656 559925 2397294 3662956 1362669 966331 550313 901248 917296 45495765 29587183 16086064 15908582 26782814 3719036 14572275 13135278 64409962 40186196 6555417 4981181 5316248 7316601 247175 194381 11361707 9950737 20760691 18726109 44241238 41169009 X 16197483 -2564508 3971241 1581695 20168724 -982813 64409962 40186196 X 5053931 473518 -26692345 13359 X X 0 1 X 1 1 1 X 24503283 11990227 16170550 12203059 38343566 103210685 24503283 11990227 16170550 12203059 38343566 103210685 9061501 94149184 12848 20906 494535 36002 470463 1034754 26013 33361 19096 8105 15553 102128 46502 669659 542975 109265 390820 1759221 106106788 185506616 0.88730 0.88150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 46,502. 2021 AMOUNT: $ 669,659. 2022 AMOUNT: $ 542,975. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 97,768. FUNDRAISING REVENUE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 109,265. 2024 AMOUNT: $ 98,940. CAFE CATERING INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 124,391. BEAUTY SHOP INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 53,664. LAUNDRY INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 16,057. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 24678360 1290543 1838870 1380986 71873 26354914 23489663 306856 2318511 1365692 70978 24678360 22326419 629447 1801385 1197948 69640 23489663 25395220 264398 -1948384 1320624 64191 22326419 20997167 602069 5046035 1180994 69057 25395220 0.89541 0.10130 0.00328 0 1 1 1167957 1167957 19784346 17322622 2461724 17576567 7021474 10555093 6805052 5243087 1561965 161843 161843 15908582 BOARD DESIGNATED INVESTMENTS 3400482 F MORTGAGE RESERVE FUNDS 318554 F 3719036 RIGHT-OF-USE ASSET 12592820 CARING COMMUNITIES CAPITAL 440645 REHAB AND SENIOR HOUSING INVESTMENTS 101813 13135278 LEASE LIABILITIES - OPERATING 11198065 DUE TO JFMC FACILITIES CORPORATION 7005977 LEASE LIABILITIES - FINANCE 434139 INTERFUND TRANSFERS 87928 18726109 X 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." PART V, LINE 4: THE ENDOWMENT FUNDS, WHICH INCLUDE BOTH BOARD DESIGNATED AND TEMPORARILY RESTRICTED FUNDS, WERE ESTABLISHED OVER A PERIOD OF MANY YEARS VIA DONATIONS AND BEQUESTS RECEIVED FROM DONOR'S ESTATES. DISTRIBUTIONS ARE MADE FROM THE ENDOWMENT FUNDS ON AN ANNUAL BASIS AND TRANSFERRED TO CJE SENIORLIFE'S UNDESIGNATED FUND TO SUPPORT OPERATIONS AND CAPITAL IMPROVEMENTS. THE ENDOWMENT FUND DISTRIBUTIONS ARE COMPUTED USING A FORMAL SPENDING POLICY THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS. PART X, LINE 2: CJE, AN ILLINOIS NOT-FOR-PROFIT CORPORATION, AND ITS CONTROLLED AFFILIATES ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. CJE FILES A FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ANNUALLY. WHEN THIS RETURN IS FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE "MORE LIKELY THAN NOT" RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. AS OF AND DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED AND RECORDED AS LIABILITIES. FORM 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, 2021, AND PRIOR. CELEBRATE CJE 960250 861310 98940 21283 14597 57690 105588 960250 861310 98940 21283 14597 57690 105588 199158 -100218 1 ROOM & BOARD PROGRAM EXPENSE 48 449222 PROGRAM EXPENSE - TAKE CHARGE 26 12500 CHARITY CARE/SCHOLARSHIP 6 5425 EMERGENCY FINANCIAL ASSISTANCE 1156 1117915 FOOD PROGRAM 1431 1108417 MEDICINE 1197 591359 PERSONAL CARE 1290 15111564 CLIENT TRANSPORTATION 690 154590 SOCIALIZATION 1117 64098 PART I, LINE 2: CJE PROVIDES GRANTS TO INDIVIDUALS FROM SEVERAL FUNDING SOURCES FOR (1) GOODS AND SERVICES TO HOLOCAUST SURVIVORS, (2) SCHOLARSHIP RECIPIENTS AT WEINBERG ASSISTED LIVING, ROBINEAU HOUSE AND ADULT DAY SERVICES, AS WELL AS (3) EMERGENCY FINANCIAL ASSISTANCE TO COMMUNITY CLIENTS. ALL RECIPIENTS MUST QUALIFY BASED ON THE SPECIFIC PROGRAM REQUIREMENTS. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAN FAGIN PRESIDENT & CEO 444144 0 52920 0 0 0 67783 0 17029 0 581876 0 0 0 ANDREA LEBOVITS VP COMMUNITY SERVICES 291306 0 10000 0 5708 0 131602 0 12709 0 451325 0 0 0 STACEY TURNER VICE PRESIDENT & CFO 271342 0 25000 0 0 0 4805 0 20445 0 321592 0 0 0 STEPHANIE SMERLING VP OF DEVELOPMENT 198472 0 10000 0 0 0 41189 0 13865 0 263526 0 0 0 PAISLEY VALENTINCIC VP OF MARKETING AND SALES 229793 0 12000 0 0 0 19204 0 618 0 261615 0 0 0 JENNIFER WEININGER EXECUTIVE DIRECTOR TAMARISK 176730 0 10000 0 3846 0 26992 0 0 0 217568 0 0 0 JODI PORTNOY VP & CHIEF STRATEGY OFFICER 168709 0 11955 0 0 0 3046 0 20003 0 203713 0 0 0 MONICA SOTO DIRECTOR OF FINANCE 176688 0 0 0 0 0 2660 0 65 0 179413 0 0 0 RUBEN LOPEZ DIRECTOR OF IT INFRASTRUCTURE SRVCS 144664 0 0 0 0 0 25317 0 8907 0 178888 0 0 0 ELAINE AYOT CORPORATE CONTROLLER 139471 0 20000 0 0 0 2477 0 10956 0 172904 0 0 0 DAVID GUTHRIDGE EXECTIVE DIRECTOR AFFORDABLE HOUSING 147614 0 0 0 0 0 14211 0 9983 0 171808 0 0 0 PART I, LINE 1A DANIEL FAGIN, ANDREA LEBOVITS, PAISLEY VALENTINIC, STEPHANIE SMERLING, STACEY TURNER AND JODI PORTNOY, RECEIVED THE FOLLOWING TAXABLE BENEFIT: TAX GROSS-UP PAYMENTS PART I, LINE 7 EXECUTIVE BONUSES ARE BASED OFF THE ACHIEVEMENT OF SPECIFIC GOALS AGREED UPON BETWEEN THE EXECUTIVE AND THEIR SUPERVISOR. FOR THE CEO, THE CHAIR OF THE BOARD APPROVES THE BONUS WITH THE SIZE OF THE POTENTIAL BONUS BEING PART OF THE EXECUTIVE'S OFFER LETTER OR EMPLOYMENT CONTRACT. FOR ALL OTHER EXECUTIVES, THE CEO APPROVES THE BONUS BASED ON ACHIEVEMENT OF GOALS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 THE MISSION OF CJE SENIORLIFE IS TO ENHANCE QUALITY OF LIFE AND FACILITATE INDEPENDENCE OF OLDER ADULTS. CJE SENIORLIFE VALUES STATEMENT AT CJE SENIORLIFE, WE FULFILL OUR MISSION AND REALIZE OUR VISION FOR AND ON BEHALF OF OUR CLIENTS, OUR CLIENTS' FAMILIES, OUR STAFF, OUR BOARD MEMBERS AND OUR VOLUNTEERS BY STRIVING FOR EXCELLENCE THROUGH RESPECT, ADVOCACY, COMPASSION, INTENTION, INNOVATION AND ACCOUNTABILITY. RESPECT - KAVOD WE RECOGNIZE, HONOR AND ACKNOWLEDGE THE INHERENT VALUE OF EACH PERSON, FOR THEIR WISDOM, THEIR CULTURE, THEIR BACKGROUND AND THEIR UNIQUE HISTORY. ADVOCACY - TIMICHA WE GIVE VOICE TO OUR CLIENTS' NEEDS AND FACILITATE POSITIVE ACTIONS ON THEIR BEHALF. WE ENGAGE STATE AND FEDERAL OFFICIALS, AS WELL AS PARTNER WITH LEADINGAGE AND OTHER ASSOCIATIONS TO ADVOCATE THE ADOPTION, PRESERVATION AND/OR MODIFICATION OF GOVERNMENTAL PROGRAMS AND PRACTICES WHICH BENEFIT OUR COMMUNITY AND CLIENTS. COMPASSION - CHESED WE TREAT EVERYONE WITH CARING, SENSITIVITY, UNDERSTANDING AND SUPPORTIVE RESPONSIVENESS. INTENTION - KAVANAH WE APPROACH OUR WORK AND EACH TASK WITH MINDFUL CONSIDERATION AS TO WHAT WE ARE DOING AND WHY WE ARE DOING IT, AS INDIVIDUALS AND AS AN AGENCY. INNOVATION - CHIDUSHIM WE ADVANCE OUR KNOWLEDGE AND EVALUATE, DEVELOP AND IMPLEMENT NEW AND ADVANCED PROGRAMMING AND MODELS OF CARE TO BRING BENEFITS TO OUR CLIENTS, COMMUNITY AND BROADER OLDER ADULT/HEALTH CARE ENVIRONMENT. ACCOUNTABILITY - AREVUT WE ARE RESPONSIBLE INDIVIDUALLY AND AS AN ORGANIZATION FOR ETHICAL, ACCURATE WORK AND INTERACTION WITH OTHERS. WE PLAN STRATEGICALLY AND PROVIDE QUALITY CARE WITH MEASURABLE OUTCOMES AND FISCAL SOUNDNESS. CJE SENIORLIFE VISION STATEMENT OLDER ADULTS LIVING BETTER EVERY DAY CONNECTED TO THE COMMUNITY OF THEIR CHOICE WITH ACCESS TO TRUSTED CARE AND A FULL RANGE OF SERVICES, ROOTED IN JEWISH VALUES. AS PART OF OUR UNWAVERING COMMITMENT TO OLDER ADULTS AND THEIR CAREGIVERS, CJE IS RECOGNIZED AS A POWERFUL ADVOCATE FOR IMPORTANT AND ESSENTIAL ISSUES FACING OLDER ADULTS. MUCH OF OUR SUCCESS CAN BE ATTRIBUTED TO OUR DEVELOPMENT OF CRUCIAL CONNECTIONS WITHIN ALL LEVELS OF GOVERNMENT: CITY, COUNTY, STATE AND FEDERAL. THROUGH OUR PARTNERSHIP WITH THE JEWISH FEDERATION OF CHICAGO GOVERNMENT AFFAIRS OFFICE, WE HAVE PARTICIPATED IN ADVOCACY AND EDUCATIONAL EFFORTS IN CHICAGO, SPRINGFIELD, AND WASHINGTON, D.C., PROVIDING ISSUE BRIEFS AND CLIENT IMPACT STATEMENTS FOR USE IN LEGISLATIVE MEETINGS. OUR GOAL IS TO FOSTER PURPOSEFUL COLLABORATIONS WITH ELECTED OFFICIALS AND GOVERNMENT ADMINISTRATORS TO INFLUENCE POLICY SOLUTIONS AND DECISION-MAKING AS IT RELATES TO THE JEWISH COMMUNITIES AND THE VULNERABLE POPULATIONS SERVED BY CJE AND FEDERATION AGENCIES. FORM 990, PART VI, SECTION A, LINE 6 EVERY PERSON WHO IS A MEMBER OF THE JEWISH FEDERATION OF 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 A, LINE 7B THE JEWISH FEDERATION RESERVES THE RIGHT TO APPROVE ANY GOVERNANCE DECISION OF THE ORGANIZATION AND ARE NOT A MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A FINAL REVIEW OF THE IRS FORM 990 WAS MADE BY THE AUDIT COMMITTEE. RECOMMENDED COMMITTEE REVISIONS WERE MADE IF NECESSARY AND THE FORM 990 WAS MADE AVAILABLE TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 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/CEO AND THE VP OF RESOURCE DEVELOPMENT WHO ENSURE 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 & CEO. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD AND THREE ADDITIONAL MEMBERS APPOINTED BY THE CHAIR FROM AMONG THE MEMBERS OF THE EXECUTIVE COMMITTEE. THE COMMITTEE USES COMPARABLE DATA FROM OTHER AGING NON-PROFIT ORGANIZATIONS TO ENSURE COMPENSATION FOR THE PRESIDENT & CEO IS CONSISTENT WITH THE MARKET. OTHER OFFICERS AND KEY EMPLOYEE COMPENSATIONS ARE DETERMINED BY THE COUNCIL FOR JEWISH ELDERLY PRESIDENT/CEO USING COMPARABLE DATA FROM OTHER AGING NON-PROFIT ORGANIZATIONS TO ENSURE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS CONSISTENT WITH THE MARKET. FORM 990, PART VI, SECTION C, LINE 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 PUBLIC, THE ORGANIZATION PROVIDES THESE DOCUMENTS UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY 13,359. FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS: CJE IN PRIOR YEARS INCLUDED BALANCE SHEET AND INCOME STATEMENT ITEMS FOR CJE ENDOWMENT FOUNDATION AND DEMENTIA REALITY, HOWEVER, THE ENDOWMENNT FOUNDATION AND DEMENTIA REALITY ARE A SEPARATE LEGAL ENTITIES WHICH FILES THEIR OWN RETURN. CJE IS MAKING A ONE TIME ADJUSTMENT TO ENSURE THE FINANCIALS FOR THE DEMENTIA REALITY AND ENDOWMENT FOUNDATION ARE NOT REPORTED IN A DUPLICATED MANNER TO THE IRS. FORM 990, PART IV, LINE 31 OR 32 AND SCHEDULE N ARE NOT REPORTED AS THERE WAS NO SIGNIFICANT TRANSFER OF ASSETS BETWEEN ENTITIES. 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