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Nonprofiteer
← COUNCIL FOR JEWISH ELDERLY

Form 990 for tax year 2023

Filed by COUNCIL FOR JEWISH ELDERLY.

Totals

Total revenue
$56,137,282
Total expenses
$54,752,222
Contributions and grants received
$12,203,059
Grants paid
$19,175,123
Program service revenue
$43,906,357
Investment income
$46,838
Other revenue
-$18,972
Total assets, end of year
$64,409,962
Total liabilities, end of year
$44,241,238
Net assets or fund balances, end of year
$20,168,724
Program services expenses (Part IX)
$43,457,684
Management and general expenses
$10,531,136
Fundraising expenses
$763,402
Program service expenses (Part III)
$43,457,684

Program services were 79.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Kenneth F Lorch

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Susan R Segal

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • 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

  • 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

  • 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

  • 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

  • Judy L Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Abbe Temkin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Don C Trossman

    Director

    Total calculated
    $0
    Hours/week
    1

  • 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

  • Sandra J Lerner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Fagin

    President & CEO

    Total calculated
    $540,687
    From this org
    $471,736
    From related orgs
    $0
    Other
    $68,951
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $410,496
    Bonus
    $40,000
    Other
    $21,240
    Deferred
    $31,765
    Nontaxable benefits
    $37,186
    Filer's total
    $540,687

  • Thomas Lockwood

    Vice President & CFO until 7/29/23

    Total calculated
    $292,426
    From this org
    $235,618
    From related orgs
    $0
    Other
    $56,808
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $212,377
    Bonus
    $15,000
    Other
    $8,241
    Deferred
    $44,874
    Nontaxable benefits
    $11,934
    Filer's total
    $292,426

  • Stacey Turner

    Vice President & CFO

    Total calculated
    $183,540
    From this org
    $164,066
    From related orgs
    $0
    Other
    $19,474
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $147,942
    Bonus
    $5,000
    Other
    $11,124
    Deferred
    $0
    Nontaxable benefits
    $19,474
    Filer's total
    $183,540

  • Andrea Lebovits

    VP Community Services

    Total calculated
    $369,493
    From this org
    $263,908
    From related orgs
    $0
    Other
    $105,585
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $253,797
    Bonus
    $0
    Other
    $10,111
    Deferred
    $89,098
    Nontaxable benefits
    $16,487
    Filer's total
    $369,493

  • Andrew Kowalski

    Executive Director Tamrisk

    Total calculated
    $269,790
    From this org
    $213,954
    From related orgs
    $0
    Other
    $55,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,574
    Bonus
    $33,743
    Other
    $17,637
    Deferred
    $18,589
    Nontaxable benefits
    $37,247
    Filer's total
    $269,790

  • Stephanie Smerling

    VP of Development

    Total calculated
    $230,448
    From this org
    $183,904
    From related orgs
    $0
    Other
    $46,544
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $166,592
    Bonus
    $0
    Other
    $17,312
    Deferred
    $23,389
    Nontaxable benefits
    $23,155
    Filer's total
    $230,448

  • Margaret Danilovich

    Senior Director of Research

    Total calculated
    $208,145
    From this org
    $191,791
    From related orgs
    $0
    Other
    $16,354
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $167,085
    Bonus
    $24,706
    Other
    $0
    Deferred
    $16,354
    Nontaxable benefits
    $0
    Filer's total
    $208,145

  • Jodi Portnoy

    VP & Chief Strategy Officer

    Total calculated
    $180,036
    From this org
    $155,271
    From related orgs
    $0
    Other
    $24,765
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $127,241
    Bonus
    $18,018
    Other
    $10,012
    Deferred
    $0
    Nontaxable benefits
    $24,765
    Filer's total
    $180,036

  • Paisley Valentincic

    VP of Marketing and Sales

    Total calculated
    $205,243
    From this org
    $191,471
    From related orgs
    $0
    Other
    $13,772
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $182,332
    Bonus
    $7,500
    Other
    $1,639
    Deferred
    $13,258
    Nontaxable benefits
    $514
    Filer's total
    $205,243

  • Monica Soto

    Director of Finance

    Total calculated
    $166,150
    From this org
    $166,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $164,331
    Bonus
    $0
    Other
    $1,819
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $166,150

  • Jennifer Weininger

    Executive Director Tamarisk

    Total calculated
    $182,358
    From this org
    $152,614
    From related orgs
    $0
    Other
    $29,744
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $138,273
    Bonus
    $5,000
    Other
    $9,341
    Deferred
    $19,030
    Nontaxable benefits
    $10,714
    Filer's total
    $182,358

  • Kevin C Hill

    VP & CIO

    Total calculated
    $197,980
    From this org
    $151,123
    From related orgs
    $0
    Other
    $46,857
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $151,123
    Bonus
    $0
    Other
    $0
    Deferred
    $9,820
    Nontaxable benefits
    $37,037
    Filer's total
    $197,980

  • Lisa Stanton

    Director of Sales & Marketing

    Total calculated
    $153,569
    From this org
    $140,597
    From related orgs
    $0
    Other
    $12,972
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $98,277
    Bonus
    $42,320
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,972
    Filer's total
    $153,569

  • Ruben Lopez

    Director of IT Infrastructure Srvcs

    Total calculated
    $167,401
    From this org
    $137,938
    From related orgs
    $0
    Other
    $29,463
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $137,663
    Bonus
    $0
    Other
    $275
    Deferred
    $19,081
    Nontaxable benefits
    $10,382
    Filer's total
    $167,401

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, Thomas Lockwood, Andrea Lebovits, Paisley Valentinic, Stephanie Smerling, Stacey Turner, Andrew Kowalski, Jodi Portnoy, and Jennifer Weininger 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 $2,047,571 · assets $10,021,836

    Directly controlled by Council for Jewish Elderly

Provenance

Return type
form_990
Tax year
2023
Filed
22 April 2025
IRS schema version
2023v6.0
Source object
202501199349301635

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