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Nonprofiteer
← COUNCIL FOR JEWISH ELDERLY

Form 990 for tax year 2024

Filed by COUNCIL FOR JEWISH ELDERLY.

Totals

Total revenue
$62,703,406
Total expenses
$57,649,475
Contributions and grants received
$38,343,566
Grants paid
$18,615,090
Program service revenue
$23,679,430
Investment income
$488,747
Other revenue
$191,663
Total assets, end of year
$40,186,196
Total liabilities, end of year
$41,169,009
Net assets or fund balances, end of year
-$982,813
Program services expenses (Part IX)
$47,254,879
Management and general expenses
$9,538,943
Fundraising expenses
$855,653
Program service expenses (Part III)
$47,254,879

Program services were 82.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $861,310

  • 1d · Related organizations

    $1,290,543

  • 1e · Government grants (contributions)

    $8,145,479

  • 1f · All other contributions, gifts and grants

    $28,046,234

  • 2a · Program service revenue: WEINBERG COMMUNITY

    total $16,299,683 · related or exempt $16,299,683

  • 2b · Program service revenue: CJE SENIORLIFE

    total $4,162,283 · related or exempt $4,162,283

  • 2c · Program service revenue: CJE INDEPEND. HOUSING

    total $3,052,464 · related or exempt $3,052,464

  • 2d · Program service revenue: APPLICATION FEE INCOME

    total $165,000 · related or exempt $165,000

  • 3 · Investment income

    total $488,747 · unrelated business $18,284 · excluded $470,463

  • 8a · Fundraising events: gross income

    $98,940

  • 8a · Fundraising events: contributions included on line 1c

    $861,310

  • 8b · Fundraising events: direct expenses

    $199,158

  • 8c · Net income from fundraising events

    total -$100,218 · excluded -$100,218

  • 11a · Other revenue: CAFE & CATERING INCOME

    total $124,391 · excluded $124,391

  • 11b · Other revenue: BEAUTY SHOP INCOME

    total $53,664 · excluded $53,664

  • 11c · Other revenue: LAUNDRY INCOME

    total $16,057 · excluded $16,057

  • 11d · All other revenue

    total $97,769 · excluded $97,769

  • 11e · Other revenue, total

    $291,881

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $18,615,090 · program services $18,615,090

  • 5 · Compensation of officers, directors and key employees

    total $2,122,666 · management and general $1,857,093 · fundraising $265,573

  • 7 · Other salaries and wages

    total $17,289,625 · program services $13,354,351 · management and general $3,516,989 · fundraising $418,285

  • 8 · Pension plan contributions

    total $1,091,869 · program services $792,076 · management and general $282,433 · fundraising $17,360

  • 9 · Other employee benefits

    total $2,635,803 · program services $1,912,093 · management and general $681,801 · fundraising $41,909

  • 10 · Payroll taxes

    total $1,287,268 · program services $978,047 · management and general $268,590 · fundraising $40,631

  • 11a · Fees: management

    total $145,059 · management and general $145,059

  • 11b · Fees: legal

    total $194,936 · program services $155,724 · management and general $38,502 · fundraising $710

  • 11c · Fees: accounting

    total $176,313 · program services $140,847 · management and general $34,824 · fundraising $642

  • 11f · Fees: investment management

    total $119,018 · management and general $119,018

  • 11g · Fees: other

    total $2,858,439 · program services $2,283,459 · management and general $564,576 · fundraising $10,404

  • 12 · Advertising and promotion

    total $247,384 · program services $197,623 · management and general $48,861 · fundraising $900

  • 13 · Office expenses

    total $1,136,410 · program services $1,058,214 · management and general $63,910 · fundraising $14,286

  • 14 · Information technology

    total $692,742 · program services $645,074 · management and general $38,959 · fundraising $8,709

  • 16 · Occupancy

    total $1,937,927 · program services $1,897,483 · management and general $40,444

  • 17 · Travel

    total $46,883 · program services $42,558 · management and general $2,107 · fundraising $2,218

  • 19 · Conferences, conventions and meetings

    total $2,134 · program services $1,705 · management and general $421 · fundraising $8

  • 20 · Interest

    total $569,155 · program services $346,094 · management and general $223,061

  • 22 · Depreciation, depletion and amortization

    total $2,352,050 · program services $1,417,730 · management and general $934,320

  • 23 · Insurance

    total $953,201 · program services $741,361 · management and general $211,840

  • 24a · Other expenses: FOOD SERVICE COSTS

    total $1,767,943 · program services $1,764,987 · management and general $2,956

  • 24b · Other expenses: KARMEL PROJECT

    total $362,282 · management and general $362,282

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $230,806 · program services $184,379 · management and general $45,587 · fundraising $840

  • 24d · Other expenses: TRAINING & PROFESSIONAL

    total $122,593 · program services $97,933 · management and general $24,214 · fundraising $446

  • 24e · All other expenses

    total $691,879 · program services $628,051 · management and general $31,096 · fundraising $32,732

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $694,611 · end of year $1,863,072

  • 2 · Savings and temporary cash investments

    beginning of year $183,738 · end of year $332,656

  • 3 · Pledges and grants receivable

    beginning of year $559,925 · end of year $2,397,294

  • 4 · Accounts receivable

    beginning of year $3,662,956 · end of year $1,362,669

  • 7 · Other notes and loans receivable

    beginning of year $966,331 · end of year $550,313

  • 9 · Prepaid expenses and deferred charges

    beginning of year $901,248 · end of year $917,296

  • 10a · Land, buildings and equipment: cost or other basis

    $45,495,765

  • 10b · Land, buildings and equipment: accumulated depreciation

    $29,587,183

  • 10c · Land, buildings and equipment, net

    beginning of year $16,086,064 · end of year $15,908,582

  • 12 · Investments: other securities

    beginning of year $26,782,814 · end of year $3,719,036

  • 15 · Other assets

    beginning of year $14,572,275 · end of year $13,135,278

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,555,417 · end of year $4,981,181

  • 19 · Deferred revenue

    beginning of year $5,316,248 · end of year $7,316,601

  • 21 · Escrow or custodial account liability

    beginning of year $247,175 · end of year $194,381

  • 23 · Secured mortgages and notes payable

    beginning of year $11,361,707 · end of year $9,950,737

  • 25 · Other liabilities

    beginning of year $20,760,691 · end of year $18,726,109

  • 27 · Net assets without donor restrictions

    beginning of year $16,197,483 · end of year -$2,564,508

  • 28 · Net assets with donor restrictions

    beginning of year $3,971,241 · end of year $1,581,695

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • 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.

    Expenses $26,764,175 · Grants $18,615,090 · Revenue $4,162,283

  • 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.

    Expenses $15,465,506 · Revenue $16,464,683

  • 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.

    Expenses $5,025,198 · Revenue $3,052,464

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kenneth F Lorch

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Susan R Segal

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 0.3 related
  • Jennifer S Colburn

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Sam P Brilliant

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Marc L Berman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Julia Bikbova

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Eve S Biller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Block

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dennis J Carlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Greg S Danziger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Alan M Ellenby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Daniel N Epstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bill Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Allan Goldstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.3 related
  • Dr Jeffrey Graff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Alan I Greene

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nicole Katz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael E Koen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stuart J Kohn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bruce J Lederman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jane C Lederman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sandra J Lerner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Steven J Levine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jay Lewkowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Marjorie H Loeb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Macknin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Leslie Markman-Stern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paul Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • James C Mills

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sylvia L Novick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John E Pomeranz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Carlton R Resnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nicole M Lev Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mally Z Rutkoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Saltzman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.3 related
  • Stephen P Sandler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robert L Schlossberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Judith Share

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Judi L Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.3 related
  • Abbe Temkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.3 related
  • Don C Trossman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.3 related
  • Sarah Warren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kalman Wenig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Steve Yastrow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dan Fagin

    PRESIDENT & CEO

    Total calculated
    $581,876
    From this org
    $497,064
    From related orgs
    $0
    Other
    $84,812
    Hours/week
    36.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $444,144
    Bonus
    $52,920
    Other
    $0
    Deferred
    $67,783
    Nontaxable benefits
    $17,029
    Filer's total
    $581,876
  • Stacey Turner

    VICE PRESIDENT & CFO

    Total calculated
    $321,592
    From this org
    $296,342
    From related orgs
    $0
    Other
    $25,250
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $271,342
    Bonus
    $25,000
    Other
    $0
    Deferred
    $4,805
    Nontaxable benefits
    $20,445
    Filer's total
    $321,592
  • Andrea Lebovits

    VP COMMUNITY SERVICES

    Total calculated
    $451,325
    From this org
    $307,014
    From related orgs
    $0
    Other
    $144,311
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $291,306
    Bonus
    $10,000
    Other
    $5,708
    Deferred
    $131,602
    Nontaxable benefits
    $12,709
    Filer's total
    $451,325
  • Stephanie Smerling

    VP OF DEVELOPMENT

    Total calculated
    $263,526
    From this org
    $208,472
    From related orgs
    $0
    Other
    $55,054
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $198,472
    Bonus
    $10,000
    Other
    $0
    Deferred
    $41,189
    Nontaxable benefits
    $13,865
    Filer's total
    $263,526
  • Jodi Portnoy

    VP & CHIEF STRATEGY OFFICER

    Total calculated
    $203,713
    From this org
    $180,664
    From related orgs
    $0
    Other
    $23,049
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $168,709
    Bonus
    $11,955
    Other
    $0
    Deferred
    $3,046
    Nontaxable benefits
    $20,003
    Filer's total
    $203,713
  • Paisley Valentincic

    VP OF MARKETING AND SALES

    Total calculated
    $261,615
    From this org
    $241,793
    From related orgs
    $0
    Other
    $19,822
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $229,793
    Bonus
    $12,000
    Other
    $0
    Deferred
    $19,204
    Nontaxable benefits
    $618
    Filer's total
    $261,615
  • Monica Soto

    DIRECTOR OF FINANCE

    Total calculated
    $179,413
    From this org
    $176,688
    From related orgs
    $0
    Other
    $2,725
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $176,688
    Bonus
    $0
    Other
    $0
    Deferred
    $2,660
    Nontaxable benefits
    $65
    Filer's total
    $179,413
  • Jennifer Weininger

    EXECUTIVE DIRECTOR TAMARISK

    Total calculated
    $217,568
    From this org
    $190,576
    From related orgs
    $0
    Other
    $26,992
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $176,730
    Bonus
    $10,000
    Other
    $3,846
    Deferred
    $26,992
    Nontaxable benefits
    $0
    Filer's total
    $217,568
  • David Guthridge

    EXECTIVE DIRECTOR AFFORDABLE HOUSING

    Total calculated
    $171,808
    From this org
    $147,614
    From related orgs
    $0
    Other
    $24,194
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $147,614
    Bonus
    $0
    Other
    $0
    Deferred
    $14,211
    Nontaxable benefits
    $9,983
    Filer's total
    $171,808
  • Ruben Lopez

    DIRECTOR OF IT INFRASTRUCTURE SRVCS

    Total calculated
    $178,888
    From this org
    $144,664
    From related orgs
    $0
    Other
    $34,224
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $144,664
    Bonus
    $0
    Other
    $0
    Deferred
    $25,317
    Nontaxable benefits
    $8,907
    Filer's total
    $178,888
  • Elaine Ayot

    CORPORATE CONTROLLER

    Total calculated
    $172,904
    From this org
    $159,471
    From related orgs
    $0
    Other
    $13,433
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $139,471
    Bonus
    $20,000
    Other
    $0
    Deferred
    $2,477
    Nontaxable benefits
    $10,956
    Filer's total
    $172,904

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SWARTZBERG HOUSE

    SENIOR HOUSING · IL · income $2,116,862 · assets $3,744,274

    Directly controlled by COUNCIL FOR JEWISH ELDERLY

  • CJE SL LLC

    SENIOR HOUSING · IL · income $0 · assets $0

    Directly controlled by COUNCIL FOR JEWISH ELDERLY

Provenance

Return type
form_990
Tax year
2024
Filed
8 May 2026
IRS schema version
2024v5.5
Source object
202611289349301011

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