COUNCIL FOR JEWISH ELDERLY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

DANIEL FAGIN

Phone

7735081000

Tax Period

2024-07-01 to 2025-06-30

COUNCIL FOR JEWISH ELDERLY, founded in 1972, is a mid-sized nonprofit in the Human Services sector that reported $62.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $57.6M left a modest 8% surplus.

Mission

THE MISSION OF CJE SENIORLIFE IS TO ENHANCE QUALITY OF LIFE AND FACILITATE INDEPENDENCE OF OLDER ADULTS. CJE SENIORLIFE VALUES STATEMENT AT CJE SENIORLIFE, WE FULFILL OUR MISSION AND REALIZE OUR VISION FOR AND ON BEHALF OF OUR CLIENTS, OUR CLIENTS' FAMILIES, OUR STAFF, OUR BOARD MEMBERS AND OUR VOLUNTEERS BY STRIVING FOR EXCELLENCE THROUGH RESPECT, ADVOCACY, COMPASSION, INTENTION, INNOVATION AND ACCOUNTABILITY. RESPECT - KAVOD WE RECOGNIZE, HONOR AND ACKNOWLEDGE THE INHERENT VALUE OF EACH PERSON, FOR THEIR WISDOM, THEIR CULTURE, THEIR BACKGROUND AND THEIR UNIQUE HISTORY. ADVOCACY - TIMICHA WE GIVE VOICE TO OUR CLIENTS' NEEDS AND FACILITATE POSITIVE ACTIONS ON THEIR BEHALF. WE ENGAGE STATE AND FEDERAL OFFICIALS, AS WELL AS PARTNER WITH LEADINGAGE AND OTHER ASSOCIATIONS TO ADVOCATE THE ADOPTION, PRESERVATION AND/OR MODIFICATION OF GOVERNMENTAL PROGRAMS AND PRACTICES WHICH BENEFIT OUR COMMUNITY AND CLIENTS. COMPASSION - CHESED WE TREAT EVERYONE WITH CARING, SENSITIVITY, UNDERSTANDING AND SUPPORTIVE RESPONSIVENESS. INTENTION - KAVANAH WE APPROACH OUR WORK AND EACH TASK WITH MINDFUL CONSIDERATION AS TO WHAT WE ARE DOING AND WHY WE ARE DOING IT, AS INDIVIDUALS AND AS AN AGENCY. INNOVATION - CHIDUSHIM WE ADVANCE OUR KNOWLEDGE AND EVALUATE, DEVELOP AND IMPLEMENT NEW AND ADVANCED PROGRAMMING AND MODELS OF CARE TO BRING BENEFITS TO OUR CLIENTS, COMMUNITY AND BROADER OLDER ADULT/HEALTH CARE ENVIRONMENT. ACCOUNTABILITY - AREVUT WE ARE RESPONSIBLE INDIVIDUALLY AND AS AN ORGANIZATION FOR ETHICAL, ACCURATE WORK AND INTERACTION WITH OTHERS. WE PLAN STRATEGICALLY AND PROVIDE QUALITY CARE WITH MEASURABLE OUTCOMES AND FISCAL SOUNDNESS. CJE SENIORLIFE VISION STATEMENT OLDER ADULTS LIVING BETTER EVERY DAY CONNECTED TO THE COMMUNITY OF THEIR CHOICE WITH ACCESS TO TRUSTED CARE AND A FULL RANGE OF SERVICES, ROOTED IN JEWISH VALUES. AS PART OF OUR UNWAVERING COMMITMENT TO OLDER ADULTS AND THEIR CAREGIVERS, CJE IS RECOGNIZED AS A POWERFUL ADVOCATE FOR IMPORTANT AND ESSENTIAL ISSUES FACING OLDER ADULTS. MUCH OF OUR SUCCESS CAN BE ATTRIBUTED TO OUR DEVELOPMENT OF CRUCIAL CONNECTIONS WITHIN ALL LEVELS OF GOVERNMENT: CITY, COUNTY, STATE AND FEDERAL. THROUGH OUR PARTNERSHIP WITH THE JEWISH FEDERATION OF CHICAGO GOVERNMENT AFFAIRS OFFICE, WE HAVE PARTICIPATED IN ADVOCACY AND EDUCATIONAL EFFORTS IN CHICAGO, SPRINGFIELD, AND WASHINGTON, D.C., PROVIDING ISSUE BRIEFS AND CLIENT IMPACT STATEMENTS FOR USE IN LEGISLATIVE MEETINGS. OUR GOAL IS TO FOSTER PURPOSEFUL COLLABORATIONS WITH ELECTED OFFICIALS AND GOVERNMENT ADMINISTRATORS TO INFLUENCE POLICY SOLUTIONS AND DECISION-MAKING AS IT RELATES TO THE JEWISH COMMUNITIES AND THE VULNERABLE POPULATIONS SERVED BY CJE AND FEDERATION AGENCIES.

Program Service Accomplishments

Program 1

Expenses: $26,764,175 Revenue: $4,162,283

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...

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.

Program 2

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

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.

Program 3

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

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $38,343,566

Program Service Revenue $23,679,430

Investment Income $488,747

Other Revenue $191,663

TOTAL REVENUE $62,703,406

Expense Breakdown

Grants Paid $18,615,090

Salaries & Benefits $24,427,231

Fundraising Expenses $855,653

Program Expenses $47,254,879

Other Expenses $14,607,154

TOTAL EXPENSES $57,649,475

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,703,406	$56,137,282	+0.1%
Expenses	$57,649,475	$54,752,222	+0.1%
Net Income	$5,053,931	$1,385,060	+2.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

484

Volunteers

787

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$903,468

Total Directors

Key Employees

$1,180,179

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH F LORCH	CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN R SEGAL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER S COLBURN	SECRETARY	2.00	Officer Director	$0	$0	$0
SAM P BRILLIANT	TREASURER	2.00	Officer Director	$0	$0	$0
MARC L BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JULIA BIKBOVA	DIRECTOR	1.00	Director	$0	$0	$0
EVE S BILLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BLOCK	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS J CARLIN	DIRECTOR	1.00	Director	$0	$0	$0
GREG S DANZIGER	DIRECTOR	1.00	Director	$0	$0	$0
ALAN M ELLENBY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL N EPSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
BILL GOLDBERG	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN GOLDSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
DR JEFFREY GRAFF	DIRECTOR	1.00	Director	$0	$0	$0
ALAN I GREENE	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE KATZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL E KOEN	DIRECTOR	1.00	Director	$0	$0	$0
STUART J KOHN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE J LEDERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JANE C LEDERMAN	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA J LERNER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN J LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
JAY LEWKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE H LOEB	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MACKNIN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE MARKMAN-STERN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES C MILLS	DIRECTOR	1.00	Director	$0	$0	$0
SYLVIA L NOVICK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN E POMERANZ	DIRECTOR	1.00	Director	$0	$0	$0
DR CARLTON R RESNICK	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE M LEV ROSS	DIRECTOR	1.00	Director	$0	$0	$0
MALLY Z RUTKOFF	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SALTZMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN P SANDLER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT L SCHLOSSBERG	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH SHARE	DIRECTOR	1.00	Director	$0	$0	$0
JUDI L SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ABBE TEMKIN	DIRECTOR	1.00	Director	$0	$0	$0
DON C TROSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH WARREN	DIRECTOR	1.00	Director	$0	$0	$0
KALMAN WENIG	DIRECTOR	1.00	Director	$0	$0	$0
STEVE YASTROW	DIRECTOR	1.00	Director	$0	$0	$0
DAN FAGIN	PRESIDENT & CEO	36.50	Officer	$497,064	$84,812	$581,876
STACEY TURNER	VICE PRESIDENT & CFO	37.50	Officer	$296,342	$25,250	$321,592
ANDREA LEBOVITS	VP COMMUNITY SERVICES	37.50	Key Emp	$307,014	$144,311	$451,325
STEPHANIE SMERLING	VP OF DEVELOPMENT	37.50	Key Emp	$208,472	$55,054	$263,526
JODI PORTNOY	VP & CHIEF STRATEGY OFFICER	37.50	Key Emp	$180,664	$23,049	$203,713
PAISLEY VALENTINCIC	VP OF MARKETING AND SALES	37.50	Key Emp	$241,793	$19,822	$261,615
MONICA SOTO	DIRECTOR OF FINANCE	37.50	Highest	$176,688	$2,725	$179,413
JENNIFER WEININGER	EXECUTIVE DIRECTOR TAMARISK	37.50	Highest	$190,576	$26,992	$217,568
DAVID GUTHRIDGE	EXECTIVE DIRECTOR AFFORDABLE HOUSING	37.50	Highest	$147,614	$24,194	$171,808
RUBEN LOPEZ	DIRECTOR OF IT INFRASTRUCTURE SRVCS	37.50	Highest	$144,664	$34,224	$178,888
ELAINE AYOT	CORPORATE CONTROLLER	37.50	Highest	$159,471	$13,433	$172,904

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$62,703,406	$57,649,475	$40,186,196	$5,053,931
2024	$56,137,282	$54,752,222	$64,409,962	$1,385,060
2023	$57,818,579	$50,274,065	$67,405,568	$7,544,514
2022	$58,056,888	$50,008,783	$47,075,141	$8,048,105
2021	$70,980,381	$67,794,580	$65,190,357	$3,185,801
2020	$67,332,896	$65,601,376	$65,504,074	$1,731,520
2019	$63,724,918	$63,569,401	$64,588,161	$155,517
2018	$60,486,986	$59,511,005	$66,746,631	$975,981