COUNCIL FOR JEWISH ELDERLY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL FOR JEWISH ELDERLY (EIN 36-2727597)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202201339349305330
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T13:03:01-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S Wacker Drive Ste 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362727597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 8476747210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Lockwood | PersonNm |
| Person Title | Vice President/CFO | PersonTitleTxt |
| Phone | 7735081000 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Lockwood | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CJE SeniorLife | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Daniel Fagin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,796,824 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.CJE.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 754 | TotalEmployeeCnt |
| Total Volunteers | 991 | TotalVolunteersCnt |
| Total Gross UBI | $36,460 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $26,013 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,486,721 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,503,283 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,644,910 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,916,737 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,093,688 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,612,885 | CYInvestmentIncomeAmt |
| PY Other Revenue | $107,577 | PYOtherRevenueAmt |
| CY Other Revenue | -$52,524 | CYOtherRevenueAmt |
| PY Total Revenue | $67,332,896 | PYTotalRevenueAmt |
| CY Total Revenue | $70,980,381 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,198,820 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,889,190 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,054,096 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $370,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,712,186 | PYOtherExpensesAmt |
| CY Other Expenses | $21,541,664 | CYOtherExpensesAmt |
| PY Total Expenses | $65,601,376 | PYTotalExpensesAmt |
| CY Total Expenses | $67,794,580 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,731,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,185,801 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,504,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,190,357 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,821,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,455,233 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$8,317,476 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$264,876 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $22,573,975 | ExpenseAmt |
| Revenue | $3,988,456 | RevenueAmt |
| Desc | CJE SeniorLife's Lieberman Center for Health & Rehabilitation(See Schedule O for continuation) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,392,580 | ExpenseAmt |
| Grant | $13,198,820 | GrantAmt |
| Revenue | $18,054,228 | RevenueAmt |
| Desc | CJE SeniorLife(See Schedule O for continuation) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,909,314 | ExpenseAmt |
| Revenue | $11,651,128 | RevenueAmt |
| Desc | CJE SeniorLife's Weinberg Community for Senior living(See Schedule O for continuation) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,687,879 | ExpenseAmt |
| Revenue | $6,222,925 | RevenueAmt |
| Desc | CJE Independent Housing is for seniors who can live independently. Four apartment buildings (Krasnow Residence, Swartzberg House, Village Center, and Robineau Residence) are HUD funded buildings. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,687,879 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,222,925 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $60,563,748 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 754 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Lockwood | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476747210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60645 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mr Marc L Berman | ||||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mr Charles M Bley | ||||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mr James M Feldman | ||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ms Terri Freeman | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mr Michael Saltzman | ||||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ms Julia Bikbova | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Eve Biller | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Sam Brilliant | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Dennis J Carlin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Alan M Ellenby | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Vern Gideon | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr William I Goldberg | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Allan Goldstein | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Alan I Greene | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Jeff Graff | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Nicole Katz | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Mike Koen | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Sondra F Kraff | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Robert E Landsman | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Sandye Lerner | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Steve Levine | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Ken Lorch | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr David Macknin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Leslie Markman-Stern | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Paul Miller | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr James C Mills | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Sylvia Novick | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Vicki E Pines | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr John Pomeranz | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Susan Reese | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Carl Resnick | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Carey Rothbardt | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Mally Z Rutkoff | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Stephen Sandler | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Robert L Schlossberg | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Joel C Schneider | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Susan Segal | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Judy L Smith | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr John Sobel | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Kyle Stone | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Abbe Temkin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Don Trossman | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ms Sarah Warren | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Kalman Wenig | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rabbi Carl Wolkin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Leonard A Worsek | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Ned Zallik | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mr Dan Fagin | ||||||||
| President & CEO | 38.00 | Yes (X) | $367,380 | $0 | $45,060 | |||
| Mr Thomas Lockwood | ||||||||
| Vice President & CFO | 38.00 | Yes (X) | $276,486 | $0 | $48,581 | |||
| Ms Andrea Lebovits | ||||||||
| VP Community Services | 38.00 | $189,700 | $0 | $53,178 | Yes (X) | |||
| Mr Ronald Roman | ||||||||
| VP Human Resources (Until 8/4/2021) | 38.00 | $182,063 | $0 | $54,272 | Yes (X) | |||
| Ms Carole Klein-Alexander | ||||||||
| VP Marketing (Until 11/7/2021) | 38.00 | $174,655 | $0 | $33,871 | Yes (X) | |||
| Ms Virginija Davis | ||||||||
| Nurse | 38.00 | $166,722 | $0 | $8,213 | Yes (X) | |||
| Mr Andrew Kowalski | ||||||||
| Director of Tamrisk | 38.00 | $150,924 | $0 | $29,090 | Yes (X) | |||
| Ms Ester Garcia | ||||||||
| Director of Health Services | 38.00 | $142,910 | $0 | $45,491 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,650,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $317,756 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morrison Management Specialists | |||||
| 4721 Morrison Dr Suite 300 | Mobile | AL | 36609 | Food Services | $3,742,386 |
| Joint & Neuro Rehab Assoc of Chicago | |||||
| 10400 W Higgins Rd | Rosemont | IL | 60018 | Therapy services | $1,830,883 |
| Medline Industries Inc | |||||
| Dept CH 14400 | Palatine | IL | 60055 | Medical Supplies | $496,600 |
| Aramark Services Inc | |||||
| 27310 Network Place | Chicago | IL | 60673 | Facilities Management Services | $406,819 |
| Home Instead Senior Care | |||||
| 3100 Dundee Road | Northbrook | IL | 60062 | Home Care Services | $306,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $737,497 | FundraisingAmt |
| Related Organizations | $1,180,994 | RelatedOrganizationsAmt |
| Government Grants | $1,725,930 | GovernmentGrantsAmt |
| All Other Contributions | $20,858,862 | AllOtherContributionsAmt |
| Total Contributions | $24,503,283 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Lieberman Center | 623000 | $14,810,456 | $14,810,456 |
| Weinberg Community | 623000 | $11,651,128 | $11,651,128 |
| CJE Senior Life Programs | 623000 | $7,232,228 | $7,232,228 |
| CJE Independent Housing | 623000 | $6,222,925 | $6,222,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,916,737 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,308 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $36,460 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,848 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,180,994 | SecuritiesAmt |
| Other | $8,100,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,911 | SecuritiesAmt |
| Other | $2,685,506 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,149,083 | SecuritiesAmt |
| Other | $5,414,494 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,563,577 | TotalRevenueColumnAmt |
| Exclusion | $6,563,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $737,497 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $99,026 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$99,026 | TotalRevenueColumnAmt |
| Exclusion | -$99,026 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,502 | TotalRevenueColumnAmt |
| Exclusion | $46,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,502 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,980,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,916,737 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $36,460 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,523,901 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,198,820 | TotalAmt |
| Program Services | $13,198,820 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,566 | TotalAmt |
| Management And General | $833,566 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,138,650 | TotalAmt |
| Program Services | $23,496,407 | ProgramServicesAmt |
| Management And General | $2,388,371 | ManagementAndGeneralAmt |
| Fundraising | $253,872 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,306,774 | TotalAmt |
| Program Services | $3,597,194 | ProgramServicesAmt |
| Management And General | $663,276 | ManagementAndGeneralAmt |
| Fundraising | $46,304 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775,106 | TotalAmt |
| Program Services | $1,505,008 | ProgramServicesAmt |
| Management And General | $252,945 | ManagementAndGeneralAmt |
| Fundraising | $17,153 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,316 | TotalAmt |
| Program Services | $331,679 | ProgramServicesAmt |
| Management And General | $132,637 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,166 | TotalAmt |
| Management And General | $161,166 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,057 | TotalAmt |
| Management And General | $69,057 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,009,019 | TotalAmt |
| Program Services | $2,903,480 | ProgramServicesAmt |
| Management And General | $70,345 | ManagementAndGeneralAmt |
| Fundraising | $35,194 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,023,380 | TotalAmt |
| Program Services | $4,500,060 | ProgramServicesAmt |
| Management And General | $506,350 | ManagementAndGeneralAmt |
| Fundraising | $16,970 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,371,759 | TotalAmt |
| Program Services | $2,842,186 | ProgramServicesAmt |
| Management And General | $528,726 | ManagementAndGeneralAmt |
| Fundraising | $847 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,529,384 | TotalAmt |
| Program Services | $1,146,354 | ProgramServicesAmt |
| Management And General | $383,030 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,846,569 | TotalAmt |
| Program Services | $2,619,541 | ProgramServicesAmt |
| Management And General | $227,028 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655,625 | TotalAmt |
| Program Services | $1,560,620 | ProgramServicesAmt |
| Management And General | $95,005 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food Service Costs | $1,625,886 | $1,625,886 | |
| Repairs & Maintenance | $703,373 | $703,373 | |
| UBTI Paid/Accrued | $39,022 | $39,022 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,108 | TotalAmt |
| Program Services | $533,140 | ProgramServicesAmt |
| Management And General | $509,968 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,794,580 | TotalAmt |
| Program Services | $60,563,748 | ProgramServicesAmt |
| Management And General | $6,860,492 | ManagementAndGeneralAmt |
| Fundraising | $370,340 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,647 | BOYAmt |
| EOY | $1,603,172 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,991 | BOYAmt |
| EOY | $83,976 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,859 | BOYAmt |
| EOY | $216,583 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,069,318 | BOYAmt |
| EOY | $7,690,898 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,613 | BOYAmt |
| EOY | $503,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,263 | BOYAmt |
| EOY | $568,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,677,879 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,496,114 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,832,782 | BOYAmt |
| EOY | $14,181,765 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,631,582 | BOYAmt |
| EOY | $28,505,853 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,207,019 | BOYAmt |
| EOY | $11,836,416 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,504,074 | BOYAmt |
| EOY | $65,190,357 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,950,717 | BOYAmt |
| EOY | $12,765,528 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,074,221 | BOYAmt |
| EOY | $5,936,534 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,587 | BOYAmt |
| EOY | $602,784 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,949,446 | BOYAmt |
| EOY | $23,646,943 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,906,579 | BOYAmt |
| EOY | $22,503,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,821,550 | BOYAmt |
| EOY | $65,455,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$10,632,123 | BOYAmt |
| EOY | -$3,655,170 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,314,647 | BOYAmt |
| EOY | $3,390,294 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,317,476 | BOYAmt |
| EOY | -$264,876 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,504,074 | BOYAmt |
| EOY | $65,190,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,185,801 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,846,152 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,020,647 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,649,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,896,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,429,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,486,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,503,283 | CurrentTaxYearAmt |
| Total | $68,965,221 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,649,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,896,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,429,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,486,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,503,283 | CurrentTaxYearAmt |
| Total | $68,965,221 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $68,965,221 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,848 | CurrentTaxYearAmt |
| Total | $67,537 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,444 | CurrentTaxYearAmt |
| Total | $52,819 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $51,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,502 | CurrentTaxYearAmt |
| Total | $273,180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,358,757 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $243,597,014 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Staff and volunteers participated in annual review of current legislative matters over virtual communications with legislators. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,997,167 | BeginningYearBalanceAmt |
| Contributions | $602,069 | ContributionsAmt |
| Investment Earnings Or Losses | $5,046,035 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,180,994 | OtherExpendituresAmt |
| Administrative Expenses | $69,057 | AdministrativeExpensesAmt |
| End Year Balance | $25,395,220 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,086,579 | BeginningYearBalanceAmt |
| Contributions | $191,414 | ContributionsAmt |
| Investment Earnings Or Losses | $925,786 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,120,117 | OtherExpendituresAmt |
| Administrative Expenses | $86,495 | AdministrativeExpensesAmt |
| End Year Balance | $20,997,167 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,613,102 | BeginningYearBalanceAmt |
| Contributions | $1,199,398 | ContributionsAmt |
| Investment Earnings Or Losses | $752,976 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,400,629 | OtherExpendituresAmt |
| Administrative Expenses | $78,268 | AdministrativeExpensesAmt |
| End Year Balance | $21,086,579 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,064,529 | BeginningYearBalanceAmt |
| Contributions | $1,352,945 | ContributionsAmt |
| Investment Earnings Or Losses | $1,479,865 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,201,324 | OtherExpendituresAmt |
| Administrative Expenses | $82,913 | AdministrativeExpensesAmt |
| End Year Balance | $20,613,102 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,141,043 | BeginningYearBalanceAmt |
| Contributions | $165,103 | ContributionsAmt |
| Investment Earnings Or Losses | $1,634,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,875,756 | OtherExpendituresAmt |
| End Year Balance | $19,064,529 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.93390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $930,330 | OtherCostOrOtherBasisAmt |
| Book Value | $930,330 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,919,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,926,519 | DepreciationAmt |
| Book Value | $11,992,708 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,620,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,744,197 | DepreciationAmt |
| Book Value | $876,081 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,208,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $825,398 | DepreciationAmt |
| Book Value | $382,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,181,765 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Board Designated - Pooled Fund Investments | $1,779,189 | F |
| Endowment Foundation Pooled Fund Investments | $25,395,220 | F |
| Bond Indenture | $1,331,444 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,505,853 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Mortgage and Other Assets | $285,198 |
| Caring Communities Capital | $1,333,783 |
| Assets Held for Sale | $10,217,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,836,416 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Bond Interest Rate Swap Liability | $2,777,844 |
| Due to JFMC Facilities Corporation | $11,983,783 |
| Accrued Interest | $63,667 |
| Liabilities Associated with Assets Held for Sale | $6,731,627 |
| Capital Lease Obligation | $946,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,503,444 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,891,290 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,846,152 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,020,647 | OtherRevenueAmt |
| Revenue Not Reported | $4,866,799 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,024,491 | RevenueSubtotalAmt |
| Other Revenues Not Included | $15,955,890 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $15,955,890 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $70,980,381 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,875,751 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,875,751 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $23,918,829 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $23,918,829 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,794,580 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | CJE collects and holds refundable security deposits from its residents to cover expenses of any repairs or damages to the premises greater than normal "wear and tear." In addition, CJE holds and manages spending funds for some of its residents. |
| Part V, Line 4: | The endowment funds, which includes both Board designated and temporarily restricted funds, were established over a period of many years via donations and bequests received from donors' estates. Distributions are made from the endowment funds on an annual basis and transferred to CJE SeniorLife's undesignated fund to support operations and capital improvements. The endowment fund distributions are computed using a formal spending policy that has been approved by the Board of Directors. |
| Part X, Line 2: | CJE, an Illinois not-for-profit corporation, and its controlled affiliates are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. CJE files a Form 990, Return of Organization Exempt from Income Tax, annually. When this return is filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. The benefit of a tax position is recognized in the consolidated financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions are not offset or aggregated with other positions. Tax positions that meet the "more likely than not" recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely to be realized on settlement with the applicable taxing authority. The portion of the benefits associated with tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying consolidated statements of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. As of and during the years ended June 30, 2021 and 2020, 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, 2017, and prior. |
| Part XI, Line 2d - Other Adjustments: | Net Change in Fair Value of Interest Rate Swaps 1,020,647. |
| Part XI, Line 4b - Other Adjustments: | Revenue from Discontinued Operations 15,955,890. |
| Part XII, Line 4b - Other Adjustments: | Expenses from Discontinued Operations 23,918,829. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CJE Annual Event | Event1Nm |
| Gross Receipts Event1 | $737,497 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $737,497 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $57,804 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,916 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,306 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $737,497 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $737,497 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $57,804 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,916 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,306 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $99,026 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$99,026 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Personal Care | 1260 | $9,452,617 |
| Food Program | 1453 | $1,668,692 |
| Room and Board | 57 | $945,292 |
| Medicine | 980 | $591,020 |
| Emergency Financial Assistance | 294 | $485,069 |
| Client Transportation | 360 | $38,834 |
| Socialization | 670 | $17,296 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mr Dan Fagin | ||||||||||||||
| President & CEO | $352,230 | $0 | $0 | $0 | $15,150 | $0 | $18,622 | $0 | $26,438 | $0 | $412,440 | $0 | $0 | $0 |
| Mr Thomas Lockwood | ||||||||||||||
| Vice President & CFO | $266,904 | $0 | $0 | $0 | $9,582 | $0 | $33,660 | $0 | $14,921 | $0 | $325,067 | $0 | $0 | $0 |
| Ms Andrea Lebovits | ||||||||||||||
| VP Community Services | $187,238 | $0 | $0 | $0 | $2,462 | $0 | $44,744 | $0 | $8,434 | $0 | $242,878 | $0 | $0 | $0 |
| Mr Ronald Roman | ||||||||||||||
| VP Human Resources (Until 8/4/2021) | $178,694 | $0 | $0 | $0 | $3,369 | $0 | $43,794 | $0 | $10,478 | $0 | $236,335 | $0 | $0 | $0 |
| Ms Carole Klein-Alexander | ||||||||||||||
| VP Marketing (Until 11/7/2021) | $168,813 | $0 | $0 | $0 | $5,842 | $0 | $25,013 | $0 | $8,858 | $0 | $208,526 | $0 | $0 | $0 |
| Ms Ester Garcia | ||||||||||||||
| Director of Health Services | $142,910 | $0 | $0 | $0 | $0 | $0 | $20,395 | $0 | $25,096 | $0 | $188,401 | $0 | $0 | $0 |
| Mr Andrew Kowalski | ||||||||||||||
| Director of Tamrisk | $136,331 | $0 | $0 | $0 | $14,593 | $0 | $2,272 | $0 | $26,818 | $0 | $180,014 | $0 | $0 | $0 |
| Ms Virginija Davis | ||||||||||||||
| Nurse | $166,722 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,213 | $0 | $174,935 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Daniel Fagin, Thomas Lockwood, Andrea Lebovits, Ronald Roman, Carole Klein-Alexander and Andrew Kowalski received the following taxable benefit: Tax Gross-up payments | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Colorado Educational and Cultural Facilities | ||||||||
| A | 840896727 | NoneAvail | 2010-01-12 | $7,500,000 | Refinance IDHA Series 2004 Multifamily Housing | Yes (1) | 0 | 0 |
| Colorado Educational and Cultural Facilities | ||||||||
| B | 840896727 | 19645RQS4 | 2012-01-01 | $23,555,000 | Refinance prior bonds issued | 0 | 0 | 0 |
| Colorado Educational and Cultural Facilities | ||||||||
| C | 840896727 | NoneAvail | 2014-10-01 | $13,712,188 | Refinance prior bonds issued | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,500,000 | $7,500,000 | $150,000 | $695,753 | $6,654,247 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $900,000 | $23,555,000 | $60,000 | $23,495,000 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| C | $5,970,428 | $13,712,188 | $105,594 | $13,606,594 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 21.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| Well Fargo & Co | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 14.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| JPMorgan Chase Bank | ||||||||||||
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 25.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Date Rebate Computation Performed | FormAndLineReferenceDesc |
| Explanation | Issuer Name: Colorado Educational and Cultural Facilities Date the Rebate Computation was Performed: 02/28/2019 | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | Levy House - Building and Related Improvements | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2021-01-19 | DistributionDt |
| Fair Market Value Of Asset | $8,100,000 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | Cash Proceeds | MethodOfFMVDeterminationTxt |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POAH Levy House LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Oliver Street Suite 500 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Item C | DBA: CJE Seniorlife |
| 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 "The test of a people is how it behaves toward the old." --Rabbi Abraham Joshua Heschel 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 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 CJE SeniorLife will be recognized as a leading provider of programs and services for older adults, including their families and support network. CJE will be responsive to changing community needs throughout the continuum of care. CJE SeniorLife is dedicated to collaborating with the Jewish Federation of Metropolitan Chicago, health care providers and payors and the larger medical community, other older adult organizations, government agencies, funders and other community organizations. Our work will be enhanced through grants, research and public policy activities. By continually evaluating and improving our operations, CJE SeniorLife will be fiscally sound with balanced social and economic objectives. CJE SeniorLife is committed to attracting, retaining and developing Management, Staff, Board Members and Volunteers who are engaged in fulfilling our Mission. CJE SeniorLife will strive to be the preferred provider for the Jewish community of Metropolitan Chicago. |
| Form 990, Part III, line 3 | In January 2021, CJE executed a sales agreement for the sale of the building and related improvements owned by Levy House. CJE received cash proceeds of $8,100,000 related to the sale. The sale resulted in a net gain of $4,714,511, which is included in gain on sale of property and equipment in the consolidated statement of operations for the year ended June 30, 2021. |
| Form 990, Part III, Line 4a: | CJE SeniorLife's Lieberman Center for Health and Rehabilitation is a skilled nursing care residence (accepting Medicaid, Medicare and Private Pay) offering long-term care, 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 500 elderly residents (average age: 89) while also providing life enrichment opportunities. Most notable are its award-winning creative art therapies that focus on building personal connections and improving communication skills. Lieberman's Haag Pavilion for short-term rehabilitation annually serves 200 individuals recovering from an acute illness, injury or exacerbation of a disease. At an average stay of 4 weeks, Haag Pavilion exceeds the standard for returning patients (with increasing medical complexity due to their more advanced age) to their prior level of functioning before the illness or injury. Lieberman's payer mix for the year was 68% Medicaid, 7% private pay, 22% Medicare and 3% insurance. 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, and house acquired pressure ulcers. |
| Form 990, Part III, Line 4b: | CJE SeniorLife offers community-based services to alleviate the difficulties that may arise when someone chooses to "age in place." Primary services include Care Management, Senior Transportation, Home-Delivered Meals, Adult Day Services, Counseling, Holocaust Community Services and Consumer Assistance with obtaining supportive resources and affordable housing, and solving problems including those related to health insurance, Medicare and Medicaid. The Community Engagement department offers online (Cyber Club) and in-person programming and workshops for community older adults on lifelong learning topics such as how to age well and stay connected in order to prevent isolation. |
| Form 990, Part III, Line 4c: | CJE SeniorLife's Weinberg Community for Senior Living is home to 220 older adults at either Gidwitz Place for Assisted Living or The Friend Center for Memory Care, one of the first licensed and largest assisted living residences in the state. The Weinberg Community provides a safe, 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. |
| Form 990, Part VI, Section A, line 6 | Every person who is a member of the Jewish Federation of Metropolitan Chicago shall be a member. |
| Form 990, Part VI, Section A, line 7a | At each election of Elected Directors, each member shall have one vote for as many persons as there are Elected Directors to be elected. |
| Form 990, Part VI, Section B, line 11b | Completed sections of the IRS Form 990 were first reviewed by the Administrative, Compensation and Governance Committees. A subsequent final review of the entire return was made by the Audit Committee. Recommended committee revisions were made if necessary and the Form 990 was sent to the entire board for approval prior to filing. |
| Form 990, Part VI, Section B, line 12c | A conflict of interest questionnaire is circulated to all Board members and key employees on an annual basis. This process is managed by CJE's President and CEO and Vice President of Human Resources who ensures all questionnaires are completed. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a Director does have a conflict or business relationship with CJE, he or she is required to refrain from any vote or active participation in any matter in which such Key Individual or any member of his or her family may have a financial interest. |
| Form 990, Part VI, Section B, line 15 | CJE has a Compensation Committee that approves compensation for the President & CEO and Vice President & CFO which is comprised of the Board Chair, Past Chair, Vice Chair, and up to three other appointed Directors. The Committee uses comparable data from other aging non-profit organizations to ensure compensation for the President & CEO and Vice President & CFO is consistent with the market, including but not limited to annual surveys from the Association of Jewish Aging Services (AJAS) and LeadingAge. CJE also has a staff Compensation Committee that approves compensation for all other Officers and Key Employees which is comprised of the President & CEO, Vice President & CFO, and Vice President 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 Leading Age and LeadingAge Illinois. |
| Form 990, Part VI, Section C, line 19 | The organization's Form 990, governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors. With regards to the general public, the organization provides these documents upon request for the same period of time as set forth in IRC section 6104(d). |
| Form 990, Part XI, line 9: | Net Change in Fair Value of Interest Rate Swaps 1,020,647. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Swartzberg House | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 West Touhy | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043630309 | EIN |
| Primary Activities | Senior Housing | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Total Income | $684,602 | TotalIncomeAmt |
| End Of Year Assets | $8,683,508 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly Endowment Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells Suite 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364310834 | EIN |
| Primary Activities | Endowment | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Jewish Elderly Endowment Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,180,994 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |