Civic Intelligence

Council for Jewish Elderly

EIN 36-4310834 • 501(c)3 • Chicago, IL

Profile

The Foundation was established exclusively for the benefit of and to carry out the purposes of the Council for Jewish Elderly, a not-for-profit corporation.

30 South Wells Street 4049Chicago, IL 60606

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

53rd percentile

6.0%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

100th percentile

25015%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$22,326,419

Up $1,329,252 (+6.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$22,326,419

Up $1,329,252 (+6.3%) from 2020

Operations
Liabilities / Revenue5th percentileNet Margin94th percentile

Revenue

Up

$1,957,737

Up $688,750 (+54%) from 2020

Expenses

Up

$1,384,815

Up $178,204 (+15%) from 2020

Net Income

Up

$572,922

Up $510,546 (+818%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $21,204,054Liabilities 2010: $0Net Assets 2010: $21,204,0542010Assets 2012: $20,290,160Liabilities 2012: $0Net Assets 2012: $20,290,1602012Assets 2013: $20,314,697Liabilities 2013: $0Net Assets 2013: $20,314,6972013Assets 2014: $23,856,908Liabilities 2014: $0Net Assets 2014: $23,856,9082014Assets 2015: $21,572,472Liabilities 2015: $0Net Assets 2015: $21,572,4722015Assets 2016: $19,168,554Liabilities 2016: $0Net Assets 2016: $19,168,5542016Assets 2017: $19,088,642Liabilities 2017: $0Net Assets 2017: $19,088,6422017Assets 2018: $20,637,214Liabilities 2018: $0Net Assets 2018: $20,637,2142018Assets 2019: $21,086,578Liabilities 2019: $0Net Assets 2019: $21,086,5782019Assets 2020: $20,997,167Liabilities 2020: $0Net Assets 2020: $20,997,1672020Assets 2022: $22,326,419Liabilities 2022: $0Net Assets 2022: $22,326,4192022

Highlighted filing

2022

Assets$22,326,419
Liabilities$0
Net Assets$22,326,419
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,536,7392010Expenses 2012: $2,854,2152012Expenses 2013: $3,879,8222013Revenue 2014: $3,252,297Expenses 2014: $2,658,389Net Income 2014: $593,9082014Revenue 2015: $2,150,285Expenses 2015: $3,526,484Net Income 2015: -$1,376,1992015Revenue 2016: $1,313,464Expenses 2016: $2,742,797Net Income 2016: -$1,429,3332016Revenue 2017: $581,425Expenses 2017: $1,950,093Net Income 2017: -$1,368,6682017Revenue 2018: $3,206,310Expenses 2018: $1,284,238Net Income 2018: $1,922,0722018Revenue 2019: $2,055,694Expenses 2019: $1,478,897Net Income 2019: $576,7972019Revenue 2020: $1,268,987Expenses 2020: $1,206,611Net Income 2020: $62,3762020Revenue 2022: $1,957,737Expenses 2022: $1,384,815Net Income 2022: $572,9222022

Highlighted filing

2022

Revenue$1,957,737
Expenses$1,384,815
Net Income$572,922
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,326,419
Liabilities
$0
Net assets
$22,326,419
Revenue
$1,957,737
Expenses
$1,384,815
Net income
$572,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$0.00$22.3$1.96$1.38$0.57
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$0.00$21.0$1.27$1.21$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$2.06$1.48$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$0.00$20.6$3.21$1.28$1.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$0.58$1.95$1.37
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.31$2.74$1.43
2015Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$2.15$3.53$1.38
2014Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$3.25$2.66$0.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.00$20.3$3.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.00$20.3$2.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.00$21.2$3.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 16, 2023
Return Version
2021v4.2
Gross Receipts
$1,677,935
Mission and Program Overview

Mission

The foundation was established exclusively for the benefit of and to carry out the purposes of the council for jewish elderly, a not-for-profit corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$25,330,557$22,034,503▼ $3,296,054
Total Assets$25,395,220$22,326,419▼ $3,068,801
Other Assets Total$64,663$291,916▲ $227,253
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,716,207$20,798,607▼ $2,917,600
Net Assets With Donor Restrictions$1,679,013$1,527,812▼ $151,201
Total Net Assets Fund Balance$25,395,220$22,326,419▼ $3,068,801
Total Liabilities and Net Assets / Fund Balance$25,395,220$22,326,419▼ $3,068,801

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$22,034,503--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$25,395,220$264,398▼ $1,948,384-$22,326,419
2020$20,997,167$602,069▲ $5,046,035-$25,395,220
2019$21,086,578$191,414▲ $925,786-$20,997,167
2018$20,637,214$1,199,398▲ $728,863-$21,086,578
2017$19,088,642$1,352,945▲ $1,479,865-$20,637,214
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleOtherTotal
Kenneth LorchPresident$660$660

Board Members and Trustees

NameTitle
Marci ShapiroVice President
Allan GoldsteinDirector
Jay CanelDirector
Karen GalinDirector
David S RosenAssistant Secretary
Steven A WanderAssistant Secretary
James A PinkstonAssistant Treasurer
Peter ChiswickAssistant Treasurer
Scott HeymanSecretary
Michael SaltzmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$264,398
Program Service Revenue
$0
Investment Income
$1,687,291
Other Revenue
$6,048
All Other Contributions
$264,398
Change in Net Assets
$572,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,957,737
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,641,723
Total Revenue per Audited Statements
$-1,683,986
Total Revenue per Form 990
$1,957,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,320,624
Other Expenses$64,191
Total Fundraising Expense$20,677
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,320,624--$1,320,624
Other Expenses-$43,514$20,677$64,191
Total Functional Expenses$1,320,624$43,514$20,677$1,384,815

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,384,815
Total Expenses per Audited Statements$1,384,815
Total Expenses per Form 990$1,384,815
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Council for Jewish ElderlyChicago, IL501(c)(3)General Operating Support$1,320,624
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The Members of the Foundation are the Council for Jewish Elderly (the Agency) and the Jewish Federation of Metropolitan Chicago (the Federation).”

Form 990, Part VI, Section A, line 7A

“The Members shall appoint the Board of Directors. The Agency shall be entitled to appoint four of such directors at least one of whom must be the current President or any past President of the Agency, and the Federation shall be entitled to appoint three of such directors.”

Form 990, Part VI, Section A, line 7B

“An annual meeting of Members shall be held each year on a date determined annually by the Board of Directors. At each such annual meeting the Members shall appoint a Board of Directors as provided in the by-laws and transact such other business as may come before the meeting.”

Form 990, Part VI, Section B, line 11B

“The Controller of a related entity of the Jewish Federation of Metropolitan Chicago reviewed the Form 990 prior to filing. A copy of the Form 990 was provided to the Board of Directors and Officers of the organization prior to filing.”

Form 990, Part VI, Section B, line 12C

“A conflict of interest questionnaire is circulated to all Board Members on an annual basis. The completed questionnaires are reviewed and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship, he or she is required to abstain from any votes related to that matter.”

Form 990, Part VI, Section C, line 19

“The governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Council for Jewish Elderly
EIN
36-4310834
Phone
3123574790
Address
30 South Wells Street 4049, Chicago, IL 60606

Signing Officer

Name
James A Pinkston
Title
Assistant Treasurer
Phone
3123574790
Signed
2023-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Lorch
Formed
1999
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
11

Preparer

Firm
Rsm US Llp
Address
30 S Wacker Drive Ste 3300, Chicago, IL 60606
Preparer
Monica Funk
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in Unrealized Loss on Remainder Interest in -20,309. Charitable Gift Annuities”

Financial Statement Notes

Part V, Line 4:

“The endowment fund is used to provide support for variety of purposes for the Council for Jewish Elderly including housing, community services, education, and applied research.”

Part X, Line 2:

“The accounting standard for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2022, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files forms 990 in the U.S. federal jurisdiction and the State of Illinois. With few exceptions, the Foundation is no longer subject to examination by the Internal Revenue Service for fiscal years before 2019.”

Part XI, Line 2D - Other Adjustments:

“Change in Unrealized Loss on Remainder Interest in Charitable Gift Annuities 20,309.”

Raw XML AppendixShowing 400 of 495 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025395220
IRS990/NetAssetsOrFundBalancesEOYAmt022326419
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01664617
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01664617
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3621414
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt023716207
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020798607
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt064663
IRS990/OtherAssetsTotalGrp/EOYAmt0291916
IRS990/OtherChangesInNetAssetsAmt0-20309
IRS990/OtherExpensesGrp/Desc0Allocated Expenses
IRS990/OtherExpensesGrp/FundraisingAmt020677
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt043514
IRS990/OtherExpensesGrp/TotalAmt064191
IRS990/OtherRevenueTotalAmt06048
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kenneth Lorch
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0602069
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01180994
IRS990/PYInvestmentIncomeAmt01175059
IRS990/PYOtherExpensesAmt069057
IRS990/PYOtherRevenueAmt01202
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0528279
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01250051
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01778330
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0572922
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362727597
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01320624
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Council for Jewish Elderly
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01320624
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.93157
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt064191
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025395220
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0264398
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022326419
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01320624
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1948384
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt069057
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt020997167
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0602069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025395220
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01180994
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05046035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt095177
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt021086578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0191414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt020997167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01111434
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0925786
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt084075
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt020637214
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01199398
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt021086578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01394822
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0728863
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt082914
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt019088642
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01352945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt020637214
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01201324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01479865
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01384815
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3662032
IRS990ScheduleD/OtherRevenueAmt020309
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt022034503
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Jewish Federation of Metropolitan Chicago Pooled Endowment Portfolio, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt0-3641723
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01957737
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment fund is used to provide support for variety of purposes for the Council for Jewish Elderly including housing, community services, education, and applied research.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The accounting standard for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2022, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files forms 990 in the U.S. federal jurisdiction and the State of Illinois. With few exceptions, the Foundation is no longer subject to examination by the Internal Revenue Service for fiscal years before 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in Unrealized Loss on Remainder Interest in Charitable Gift Annuities 20,309.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06843
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt022034503
IRS990ScheduleD/TotalExpensesPerForm990Amt01384815
IRS990ScheduleD/TotalRevenuePerForm990Amt01957737
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-1683986
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01384815
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01320624
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Operating Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Council for Jewish Elderly
IRS990ScheduleI/RecipientTable/RecipientEIN0362727597
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03003 West Touhy Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Chicago
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060645
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grants can only be made to or for the benefit of the Council for Jewish Elderly.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Members of the Foundation are the Council for Jewish Elderly (the Agency) and the Jewish Federation of Metropolitan Chicago (the Federation).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Members shall appoint the Board of Directors. The Agency shall be entitled to appoint four of such directors at least one of whom must be the current President or any past President of the Agency, and the Federation shall be entitled to appoint three of such directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2An annual meeting of Members shall be held each year on a date determined annually by the Board of Directors. At each such annual meeting the Members shall appoint a Board of Directors as provided in the by-laws and transact such other business as may come before the meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Controller of a related entity of the Jewish Federation of Metropolitan Chicago reviewed the Form 990 prior to filing. A copy of the Form 990 was provided to the Board of Directors and Officers of the organization prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A conflict of interest questionnaire is circulated to all Board Members on an annual basis. The completed questionnaires are reviewed and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship, he or she is required to abstain from any votes related to that matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Change in Unrealized Loss on Remainder Interest in -20,309. Charitable Gift Annuities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Council for Jewish Elderly
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362727597
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Social Welfare Institution
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03003 West Touhy Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Chicago
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060645
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00

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