Charity Review

Issued: May 2016 Expires: May 2018

Charity Seal Holder

CJE SeniorLife

Meets Standards
 
(773) 508-1000 3003 W Touhy Ave, Chicago IL 60645-2833 www.cje.net
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
Conclusions

CJE SeniorLife meets the 20 Standards for Charity Accountability.

Purpose

The mission of CJE SeniorLife is to facilitate independence of older adults and to enhance quality of life by advocating on their behalf and by offering programs and services throughout the continuum of care for individuals, families and the community. CJE SeniorLife (CJE) is a diversified and innovative eldercare organization that responds to the needs of individuals and their families through 1) healthcare, supportive resources, life enrichment, and applied research and education. Grounded in Jewish values, CJE is committed to serving older adults and families of all faiths, persuasions and ethnicities. The majority of our clients live close to or below the poverty level; two-thirds receive free or subsidized services. Individuals with the ability to pay are charged a market-rate fee. Each year, CJE programs benefit 24,000 clients and caregivers throughout the Chicago metropolitan area. Most participants reside in Chicago’s north side neighborhoods and its north and northwest suburbs.

Incorporated: 1972 in IL

Also Known As: Council For Jewish Elderly , Lieberman Center for Health and Rehabilitation , Weinberg Community for Senior Living

Programs

Skilled Nursing 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 300 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 has extremely high staff to client ratios compared to other (nationally-ranked) nursing home facilities. Lieberman’s Haag Pavilion for short-term rehabilitation annually serves 370 individuals recovering from an acute illness, injury or exacerbation of a disease. At an average stay of 3 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 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. Community Programs CJE SeniorLife offers community-based services to alleviate the difficulties that may arise when someone chooses to “age in place.” Primary services include Personal Care, Senior Transportation, Home Delivered Meals, Adult Day Services, and Consumer Assistance with obtaining supportive resources and affordable housing, and solving problems including those related to health insurance, Medicare and Medicaid. CJE also provides workshops for community older adults on chronic conditions, maintaining mobility and aging well. Assisted Living The Weinberg Community for Senior Living is home to 220 older adults at either Gidwitz Place for Assisted Living or The Friend Center for Alzheimer's Care, one of the first and largest assisted living residences in the state. The Weinberg Community is a safe, yet 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. Supportive Housing CJE Independent Housing is for seniors who can live independently. Six apartment buildings (Farwell House, Jarvis House, Krasnow Residence, Swartzberg House, Village Center, and Robineau Residence) are HUD funded. A seventh apartment building offers below market rate rents. 

Governance & Staff

CEO: Mr. Mark Weiner, President & CEO

Board Chair: Ms. Judy Smith, Attorney

Board Size: 55

Staff: 690

Fund Raising
Method(s) used: Direct Mail Appeals Invitations to Fundraising Events Print Advertisements (Newspapers, Magazines, etc.) Grant Proposals Internet Appeals

% of Related Contributions on Fundraising: 4.05%

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on CJE SeniorLife's Audited Financial Statements for the fiscal year ending Tuesday, June 30, 2015.

Source of Funds
program service fees, net $36,885,977
contributions by associated organizations $7,184,934
grants from governmental agencies $6,945,127
contriubutions, grants legacies and bequests $2,880,604
special events, net of costs of $227,708 in 2015 and $216,200 in 2014 $382,162
miscellaneous revenue $297,404
Net Non Operating Revenue $84,950
Total Income: $54,661,158
 
Fusion Chart
 
Program Expenses: $48,760,128
Fundraising Expenses: $423,155
Administrative Expenses: $9,026,900
Total Expenses: $58,210,183
 
Income in Excess of Expenses: ($3,549,025)
 
Beginning Net Assets: ($8,523,528)
Ending Net Assets: ($12,072,553)
Total Liabilities: $78,634,986
Total Assets: $66,562,433


An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the Council of Better Business Bureaus, Inc.

This report is not to be used for fund raising or promotional purposes.

Standards Legend

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  • Standards Not Met IconStandards Not Met
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Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

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Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

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Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

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Standard 4: Board Compensation


Description:

Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

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Standard 5: Conflict of Interest


Description:

No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

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Standard 6: Effectiveness Policy


Description:

Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

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Standard 7: Effectiveness Report


Description:

Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

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Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

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Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

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Standard 10: Accumulating Funds


Description:

Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

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Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

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Standard 12: Detailed Expense Breakdown


Description:

Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

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Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

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Standard 15: Truthful Materials


Description:

Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

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Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

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Standard 17: Website Disclosures


Description:

Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

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Standard 19: Cause Marketing Disclosures


Description:

Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).

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Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.