42nd Annual Meeting November 18, 2014
The story of the CJE logo Numerous pomegranates and pomegranate seeds embellish the Tree of Life that is pictured on the cover of this report. This is highly appropriate because abstract representations of a pomegranate and its seeds are the foundation for the imagery of the CJE logo, pictured here. There are 613 seeds in a pomegranate, and these represent our 613 lifetime mitzvot or commandments. The pomegranate is of major significance in Jewish theology and history. The eighteen colorful seeds underscore the importance of the word Life (“chai”) in our name, the diversity of our staff and the diversity of our programs. In the secular world, pomegranates are considered one of the most nutritious of all fruits, carrying critical antioxidants that combat against disease and promote healthy aging. Our brand identity is a colorful and positive affirmation of aging and reflects our agency’s mission and values. As for the Tree of Life, it is one of the most prevalent symbols in Jewish tradition and interpretations vary on its exact symbolic meaning.
Weinberg Community for Senior Living
Art by Shari Imbo
Senior Graphic Designer | CJE SeniorLife
CJE SeniorLife is a member of the LeadingAge, LeadingAge Illinois and the Association of Jewish Aging Services.
3003 West Touhy Avenue | Chicago IL 60645 773.508.1000 | www.cje.net
CJE SeniorLife does not discriminate in admission to programs or treatment of employment in programs or activities in compliance with the Illinois Human Rights Act; the Title VI 1964 Civil Rights Act; Section 504 of the Rehabilitation Act; the Age Discrimination in Employment Act; the Americans with Disabilities Act (ADA); the Fair Housing Act and the U.S. and Illinois Constitutions. If you feel you have been discriminated against, you have the right to file a complaint. For more information, please contact CJE SeniorLife’s Program Compliance Coordinator at 773.508.1000. CJE SeniorLife is a partner in serving our community, supported by the Jewish United Fund/Jewish Federation of Metropolitan Chicago. © 2014
25 Cheshvan 5775
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Welcome to CJE’s 42nd Annual Meeting. Tonight, we will highlight many of our accomplishments in a year of significant challenges. In true CJE fashion, our management team and Board have addressed our toughest issues and applied sound business principles and practices. You will hear how we have been, and will continue to be, successful in achieving our mission, practicing our values and striving to reach our vision. To all of our Board members—those who are new, those who are being re-elected and those who are leaving—we are truly honored for your dedication to our agency’s mission, values and vision. We benefit from your knowledge, time and commitment as we endeavor to provide programs and services that will enhance the quality of life for an even wider spectrum of older adults and their families.
elcome
Our Mission 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.
Our deepest thanks and appreciation go to Board members, staff, volunteers, donors, clients, residents, family members and the Jewish Federation of Metropolitan Chicago, whose collective efforts made 2014 a year to remember. Respectfully Yours,
Stephen P. Sandler Board Chair
Mark D. Weiner President & CEO
25 Cheshvan 5775
W
Welcome to CJE’s 42nd Annual Meeting. Tonight, we will highlight many of our accomplishments in a year of significant challenges. In true CJE fashion, our management team and Board have addressed our toughest issues and applied sound business principles and practices. You will hear how we have been, and will continue to be, successful in achieving our mission, practicing our values and striving to reach our vision. To all of our Board members—those who are new, those who are being re-elected and those who are leaving—we are truly honored for your dedication to our agency’s mission, values and vision. We benefit from your knowledge, time and commitment as we endeavor to provide programs and services that will enhance the quality of life for an even wider spectrum of older adults and their families.
elcome
Our Mission 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.
Our deepest thanks and appreciation go to Board members, staff, volunteers, donors, clients, residents, family members and the Jewish Federation of Metropolitan Chicago, whose collective efforts made 2014 a year to remember. Respectfully Yours,
Stephen P. Sandler Board Chair
Mark D. Weiner President & CEO
the CORE VALUES of CJE SeniorLife At CJE, we fulfill our mission and realize our vision by striving for excellence through the following values.
R espect – K avod
Agenda Welcome ................................................................................................ Vicki Pines Greetings from Federation .......................................................... Pam F. Szokol
We recognize, honor and acknowledge the inherent value of each person for their wisdom, their culture, their background and their unique history.
D’Var Torah ....................................................................Rabbi Michael J. Schorin
A dvocacy – T imicha
Dinner
We give voice to our clients’ needs and facilitate positive actions on their behalf. We are actively engaged in public policy to influence, protect and help shape governmental programs and practices for the benefit of our community and clients.
C ompassion – C hesed
We treat everyone with caring, sensitivity, understanding and supportive responsiveness.
I ntention – K avanah
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.
I nnovation – C hidushim
We continue to advance our knowledge and strive to develop, evaluate and implement new and advanced programming and models of care to bring benefits to our clients, community and broader older adult/healthcare environment.
A ccountabilit y – A revu t
President’s Message .................................................................. Mark D. Weiner Employees of the Year Award ................................................... Mark D. Weiner Introduction of the Board Chair ........................................... Mark D. Weiner Board Chair’s Message ............................................................Stephen P. Sandler Opening of the Business Meeting ........................................Stephen P. Sandler Report of the Nominating Committee ............................... Bruce J. Lederman Election & Introduction of New Board Members Election of Officers Adjournment ........................................................................................ Vicki Pines
We are responsible individually and as an agency for honest, accurate work and interaction with others. We plan strategically and provide measurable quality care with clear fiscal and ethical responsibility.
3
the CORE VALUES of CJE SeniorLife At CJE, we fulfill our mission and realize our vision by striving for excellence through the following values.
R espect – K avod
Agenda Welcome ................................................................................................ Vicki Pines Greetings from Federation .......................................................... Pam F. Szokol
We recognize, honor and acknowledge the inherent value of each person for their wisdom, their culture, their background and their unique history.
D’Var Torah ....................................................................Rabbi Michael J. Schorin
A dvocacy – T imicha
Dinner
We give voice to our clients’ needs and facilitate positive actions on their behalf. We are actively engaged in public policy to influence, protect and help shape governmental programs and practices for the benefit of our community and clients.
C ompassion – C hesed
We treat everyone with caring, sensitivity, understanding and supportive responsiveness.
I ntention – K avanah
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.
I nnovation – C hidushim
We continue to advance our knowledge and strive to develop, evaluate and implement new and advanced programming and models of care to bring benefits to our clients, community and broader older adult/healthcare environment.
A ccountabilit y – A revu t
President’s Message .................................................................. Mark D. Weiner Employees of the Year Award ................................................... Mark D. Weiner Introduction of the Board Chair ........................................... Mark D. Weiner Board Chair’s Message ............................................................Stephen P. Sandler Opening of the Business Meeting ........................................Stephen P. Sandler Report of the Nominating Committee ............................... Bruce J. Lederman Election & Introduction of New Board Members Election of Officers Adjournment ........................................................................................ Vicki Pines
We are responsible individually and as an agency for honest, accurate work and interaction with others. We plan strategically and provide measurable quality care with clear fiscal and ethical responsibility.
3
Board of Directors
Officers
Brett K. Avner, Ph.D. Jordan C. Berger Marc L. Berman Robert T. Bernstein Michael D. Blum, M.D. Gerald D. Blumberg Samuel P. Brilliant Gila J. Bronner Arnold F. Brookstone* Dennis J. Carlin* Joseph J. Cohen Steve C. Drucker Daniel N. Epstein* James M. Feldman Jeffrey L. Fried* Barbara A. Gilbert* William I. Goldberg* Jeffrey Graff, M.D. Mark Grazman Alan I. Greene* Dennis M. Kleper Michael E. Koen Richard M. Kohn Sondra Fineberg Kraff Bruce J. Lederman* Jack M. Levin*
Chair ...........................................................................................Stephen P. Sandler
2013 - 2014
Kenneth F. Lorch Leslie Markman-Stern James C. Mills* Sheryl Oberman Maurice B. Pickard, M.D. John E. Pomeranz Susan A. Reese Carlton R. Resnick, D.D.S. Steven Rogin David M. Rosenberg Karen Rosenthal Mally Z. Rutkoff* Robert L. Schlossberg* Marci L. Shapiro Linda Soreff Siegel Sherwin J. Stone* Dianne Tesler Randi Urkov Kalman Wenig Judith Wright Whellan Leonard A. Worsek* Marshall S. Yablon*
2013 - 2014
Vice Chair ........................................................................................ Judy L. Smith Secretary ............................................................................................. Vicki Pines Treasurer ...................................................................................... Alan M. Ellenby President & CEO ......................................................................... Mark D. Weiner Executive Vice President & CFO ....................................................Joseph Atkin The following individuals are leaving the Board in 2014: Brett Avner, Ph.D. Gerald Blumberg Joseph J. Cohen Sondra Fineberg Kraff Maurice Pickard, M.D.
*Past Board Chair
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Board of Directors
Officers
Brett K. Avner, Ph.D. Jordan C. Berger Marc L. Berman Robert T. Bernstein Michael D. Blum, M.D. Gerald D. Blumberg Samuel P. Brilliant Gila J. Bronner Arnold F. Brookstone* Dennis J. Carlin* Joseph J. Cohen Steve C. Drucker Daniel N. Epstein* James M. Feldman Jeffrey L. Fried* Barbara A. Gilbert* William I. Goldberg* Jeffrey Graff, M.D. Mark Grazman Alan I. Greene* Dennis M. Kleper Michael E. Koen Richard M. Kohn Sondra Fineberg Kraff Bruce J. Lederman* Jack M. Levin*
Chair ...........................................................................................Stephen P. Sandler
2013 - 2014
Kenneth F. Lorch Leslie Markman-Stern James C. Mills* Sheryl Oberman Maurice B. Pickard, M.D. John E. Pomeranz Susan A. Reese Carlton R. Resnick, D.D.S. Steven Rogin David M. Rosenberg Karen Rosenthal Mally Z. Rutkoff* Robert L. Schlossberg* Marci L. Shapiro Linda Soreff Siegel Sherwin J. Stone* Dianne Tesler Randi Urkov Kalman Wenig Judith Wright Whellan Leonard A. Worsek* Marshall S. Yablon*
2013 - 2014
Vice Chair ........................................................................................ Judy L. Smith Secretary ............................................................................................. Vicki Pines Treasurer ...................................................................................... Alan M. Ellenby President & CEO ......................................................................... Mark D. Weiner Executive Vice President & CFO ....................................................Joseph Atkin The following individuals are leaving the Board in 2014: Brett Avner, Ph.D. Gerald Blumberg Joseph J. Cohen Sondra Fineberg Kraff Maurice Pickard, M.D.
*Past Board Chair
5
Board Elect
Officers Elect
The following individuals have been nominated to the Board of Directors for a Three-Year Term
The following individuals have been nominated as officers
Marilyn D. Altman +
Chair............................................................................................Stephen P. Sandler
Charles M. Bley +
Vice Chair.......................................................................................... Judy L. Smith
2014 - 2015
Michael D. Blum, M.D. ** James M. Feldman ** Terri Freeman *
2014 - 2015
Secretary .............................................................................................. Vicki Pines Treasurer...................................................................................... Alan M. Ellenby
Vern Gideon + Allan Goldstein + Harvey R. Kallick + Mary R. Kaltman * Margo Fried Oberman + Sheryl Oberman ** Vicki Pines ** John E. Pomeranz ** Steven Rogin ** Susan Ringel Segal * Marci L. Shapiro **
6
* New Board Member ** Re-nominated Board Member + Returning Board Member
7
Board Elect
Officers Elect
The following individuals have been nominated to the Board of Directors for a Three-Year Term
The following individuals have been nominated as officers
Marilyn D. Altman +
Chair............................................................................................Stephen P. Sandler
Charles M. Bley +
Vice Chair.......................................................................................... Judy L. Smith
2014 - 2015
Michael D. Blum, M.D. ** James M. Feldman ** Terri Freeman *
2014 - 2015
Secretary .............................................................................................. Vicki Pines Treasurer...................................................................................... Alan M. Ellenby
Vern Gideon + Allan Goldstein + Harvey R. Kallick + Mary R. Kaltman * Margo Fried Oberman + Sheryl Oberman ** Vicki Pines ** John E. Pomeranz ** Steven Rogin ** Susan Ringel Segal * Marci L. Shapiro **
6
* New Board Member ** Re-nominated Board Member + Returning Board Member
7
Board of Directors 2014 - 2015
Marilyn D. Altman Jordan C. Berger Marc L. Berman Robert T. Bernstein Charles M. Bley Michael D. Blum, M.D. Samuel P. Brilliant Gila J. Bronner Arnold F. Brookstone* Dennis J. Carlin* Steve C. Drucker Daniel N. Epstein* James M. Feldman Terri Freeman Jeffrey L. Fried* Vern Gideon Barbara A. Gilbert* William I. Goldberg* Allan Goldstein Jeffrey Graff, M.D. Mark Grazman Alan I. Greene* Harvey R. Kallick Mary R. Kaltman Dennis M. Kleper Michael E. Koen Richard M. Kohn
8
Bruce J. Lederman* Jack M. Levin* Kenneth F. Lorch Leslie Markman-Stern James C. Mills* Margo Fried Oberman Sheryl Oberman John E. Pomeranz Susan A. Reese Carlton R. Resnick, D.D.S. Steven Rogin David M. Rosenberg Karen Rosenthal Mally Z. Rutkoff* Robert L. Schlossberg* Susan Ringel Segal Marci L. Shapiro Linda Soreff Siegel Sherwin J. Stone* Dianne Tesler Randi Urkov Kalman Wenig Judith Wright Whellan Leonard A. Worsek* Marshall S. Yablon*
Officers 2014 - 2015
Chair ...........................................................................................Stephen P. Sandler Vice Chair ........................................................................................ Judy L. Smith Secretary ............................................................................................. Vicki Pines Treasurer ...................................................................................... Alan M. Ellenby President & CEO ......................................................................... Mark D. Weiner Executive Vice President & CFO ....................................................Joseph Atkin
* Past Board Chair
9
Board of Directors 2014 - 2015
Marilyn D. Altman Jordan C. Berger Marc L. Berman Robert T. Bernstein Charles M. Bley Michael D. Blum, M.D. Samuel P. Brilliant Gila J. Bronner Arnold F. Brookstone* Dennis J. Carlin* Steve C. Drucker Daniel N. Epstein* James M. Feldman Terri Freeman Jeffrey L. Fried* Vern Gideon Barbara A. Gilbert* William I. Goldberg* Allan Goldstein Jeffrey Graff, M.D. Mark Grazman Alan I. Greene* Harvey R. Kallick Mary R. Kaltman Dennis M. Kleper Michael E. Koen Richard M. Kohn
8
Bruce J. Lederman* Jack M. Levin* Kenneth F. Lorch Leslie Markman-Stern James C. Mills* Margo Fried Oberman Sheryl Oberman John E. Pomeranz Susan A. Reese Carlton R. Resnick, D.D.S. Steven Rogin David M. Rosenberg Karen Rosenthal Mally Z. Rutkoff* Robert L. Schlossberg* Susan Ringel Segal Marci L. Shapiro Linda Soreff Siegel Sherwin J. Stone* Dianne Tesler Randi Urkov Kalman Wenig Judith Wright Whellan Leonard A. Worsek* Marshall S. Yablon*
Officers 2014 - 2015
Chair ...........................................................................................Stephen P. Sandler Vice Chair ........................................................................................ Judy L. Smith Secretary ............................................................................................. Vicki Pines Treasurer ...................................................................................... Alan M. Ellenby President & CEO ......................................................................... Mark D. Weiner Executive Vice President & CFO ....................................................Joseph Atkin
* Past Board Chair
9
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elcome!
New & Returning Board Members
Marilyn D. Altman
Marilyn D. Altman is returning to the CJE Board after serving three terms from 2004 to 2013. Marilyn worked for the Jewish Federation for twenty-two years, serving as the Women’s Division Director and then Associate Director of the JF/JUF Campaign. She also served as the Associate Vice President of Agency Endowment Development for the Federation. Now retired, Marilyn volunteers for the Chicago Architecture Foundation and serves as a volunteer tutor in the Chicago Public Schools. She also served as a consultant to the Hillels of Illinois. Her other community service includes membership on the Boards of SHALVA, her synagogue and her condominium association. She and her husband Howard live in Chicago and they belong to Anshe Emet Congregation.
Charles M. Bley
Charles (Chuck) M. Bley, CPA, is returning to the CJE Board after serving three terms from 2003 to 2013, during which he was Treasurer from 2007 to 2009. He is retired from Ernst & Young having spent more than 30 years there, most recently as Midwest Region Director of Health Care Services. He was Coordinating Partner on a number of major clients including several hospitals and health systems, the American Hospital Association and Blue Cross and Blue Shield Association. He served on the Board of Directors of the Town of Fort Sheridan Master Homeowner’s Association until last year, and was its President for four years. Chuck has also served on the Boards of Ancilla Systems, Inc., Association House of Chicago and Arden Shore Child & Family Services. Chuck and his wife Esther live in Highland Park and are members of Congregation Solel, also in Highland Park.
Terri Freeman
Terri Freeman joins the CJE Board as a new member. She is a retired CPA and business consultant. Throughout her adult life, she has remained active as a volunteer for Jewish causes, including serving on various Boards. As she and her parents have aged, she is interested in learning about and helping the community serve the elderly. It was through her volunteer work with JUF that she heard about CJE. She previously served on the Board and Executive Committee of Jewish Child and Family Services (JCFS), the JCFS 10
Response Advisory Council and Executive Committee, JUF’s Legacies and Endowments Committee, Accounting Division and Young Leadership Division Board. She was also affiliated with The Jewish Federations of North America (formerly United Jewish Communities) Young Leadership Cabinet, and was a participant of the Wexner Heritage Program and volunteer Girl Scout troop leader. Terri and her husband Michael have four children and live in downtown Chicago. They are members of Anshe Emet Synagogue in Chicago.
Vern Gideon
Vern Gideon is returning to the CJE Board after serving three terms from 2003 to 2013. He is an Account Executive at Omnicare, Inc., of Des Plaines, which provides pharmacy and consulting services to long-term care facilities. Besides CJE, Vern is active with the Jewish Federation of Metropolitan Chicago as a board member of Associated Talmud Torahs of Chicago. Vern’s mother-in-law was at Lieberman Center for several years. He and his wife Sheila have four children and eight grandchildren. Vern and Sheila live in Wilmette and are members of Beth Hillel Congregation Bnai Emunah.
Allan Goldstein
Allan Goldstein is returning to the CJE Board after serving four terms from 1992 to 2008, serving as Vice Chair for five years. He founded Goldstein Financial Group, LLC and The Insurance Design Center, LLC to help affluent individuals, families and businesses design, implement and manage large life insurance portfolios. He has been active in the Chicago Jewish community: he has been a member of AIPAC, and he serves on the Jewish Federation of Metropolitan Chicago’s Professional Advisory Committee and Trades, Industries and Professions Division. Fortunate to have grown up with grandparents and even a great-grandparent, he became interested in the work of CJE almost 20 years ago when he joined the Board. Allan was also very close to his uncle, Harold Goldstein, who was a resident at both Gidwitz Place and Lieberman Center. Allan and his wife Marsha have four children and live in Northbrook, where they have also been members of Congregation Beth Shalom for over 30 years. 11
W
elcome!
New & Returning Board Members
Marilyn D. Altman
Marilyn D. Altman is returning to the CJE Board after serving three terms from 2004 to 2013. Marilyn worked for the Jewish Federation for twenty-two years, serving as the Women’s Division Director and then Associate Director of the JF/JUF Campaign. She also served as the Associate Vice President of Agency Endowment Development for the Federation. Now retired, Marilyn volunteers for the Chicago Architecture Foundation and serves as a volunteer tutor in the Chicago Public Schools. She also served as a consultant to the Hillels of Illinois. Her other community service includes membership on the Boards of SHALVA, her synagogue and her condominium association. She and her husband Howard live in Chicago and they belong to Anshe Emet Congregation.
Charles M. Bley
Charles (Chuck) M. Bley, CPA, is returning to the CJE Board after serving three terms from 2003 to 2013, during which he was Treasurer from 2007 to 2009. He is retired from Ernst & Young having spent more than 30 years there, most recently as Midwest Region Director of Health Care Services. He was Coordinating Partner on a number of major clients including several hospitals and health systems, the American Hospital Association and Blue Cross and Blue Shield Association. He served on the Board of Directors of the Town of Fort Sheridan Master Homeowner’s Association until last year, and was its President for four years. Chuck has also served on the Boards of Ancilla Systems, Inc., Association House of Chicago and Arden Shore Child & Family Services. Chuck and his wife Esther live in Highland Park and are members of Congregation Solel, also in Highland Park.
Terri Freeman
Terri Freeman joins the CJE Board as a new member. She is a retired CPA and business consultant. Throughout her adult life, she has remained active as a volunteer for Jewish causes, including serving on various Boards. As she and her parents have aged, she is interested in learning about and helping the community serve the elderly. It was through her volunteer work with JUF that she heard about CJE. She previously served on the Board and Executive Committee of Jewish Child and Family Services (JCFS), the JCFS 10
Response Advisory Council and Executive Committee, JUF’s Legacies and Endowments Committee, Accounting Division and Young Leadership Division Board. She was also affiliated with The Jewish Federations of North America (formerly United Jewish Communities) Young Leadership Cabinet, and was a participant of the Wexner Heritage Program and volunteer Girl Scout troop leader. Terri and her husband Michael have four children and live in downtown Chicago. They are members of Anshe Emet Synagogue in Chicago.
Vern Gideon
Vern Gideon is returning to the CJE Board after serving three terms from 2003 to 2013. He is an Account Executive at Omnicare, Inc., of Des Plaines, which provides pharmacy and consulting services to long-term care facilities. Besides CJE, Vern is active with the Jewish Federation of Metropolitan Chicago as a board member of Associated Talmud Torahs of Chicago. Vern’s mother-in-law was at Lieberman Center for several years. He and his wife Sheila have four children and eight grandchildren. Vern and Sheila live in Wilmette and are members of Beth Hillel Congregation Bnai Emunah.
Allan Goldstein
Allan Goldstein is returning to the CJE Board after serving four terms from 1992 to 2008, serving as Vice Chair for five years. He founded Goldstein Financial Group, LLC and The Insurance Design Center, LLC to help affluent individuals, families and businesses design, implement and manage large life insurance portfolios. He has been active in the Chicago Jewish community: he has been a member of AIPAC, and he serves on the Jewish Federation of Metropolitan Chicago’s Professional Advisory Committee and Trades, Industries and Professions Division. Fortunate to have grown up with grandparents and even a great-grandparent, he became interested in the work of CJE almost 20 years ago when he joined the Board. Allan was also very close to his uncle, Harold Goldstein, who was a resident at both Gidwitz Place and Lieberman Center. Allan and his wife Marsha have four children and live in Northbrook, where they have also been members of Congregation Beth Shalom for over 30 years. 11
W
elcome!
New & Returning Board Members
Harvey R. Kallick
Harvey R. Kallick, is returning to the CJE Board after serving three terms from 1998 to 2007, during which he was Treasurer from 2002 to 2004. A CPA, Harvey is a retired partner with Blackman, Kallick and Bartelstein in Chicago. Harvey specialized in tax planning, mergers and acquisitions, and business planning and consulting. While previously on the CJE Board, he was an instrumental member of the Audit, Finance, Special Lieberman, Executive and Program committees. Harvey has also served on the boards of the Anti-Defamation League, Cancer Wellness Center and the Institute of Psychoanalysis. He is a member of Congregation Solel in Highland Park.
Margo has volunteered for 15 years at The House of Welcome and chaired their annual fundraiser three times. Margo is also on the Board of The League of the Chicago Symphony Orchestra, and she started a Senior Engagement program there in 2010. She has chaired the Annual Elie Wiesel Dinner at Moriah Congregation and served on the Board of North Suburban Synagogue Beth El. Margo lives in Mettawa with her husband Michael and they are past members of Anshe Emet Synagogue. They joined Northwestern Hillel this year.
Mary R. Kaltman
Susan Ringel Segal joins the CJE Board as a new member. She is a licensed realtor and broker specializing in buyers, sellers and investment property, and is also a Senior Real Estate Specialist (SRES) through the Senior Advantage Real Estate Council (SAREC). Prior to pursuing real estate, Susan worked for many years in the aging field, starting her career at CJE as a case manager. Additionally, she was the Project Director for one of only four Illinois Department on Aging model projects that became the elder abuse reporting system. She remains passionate about serving the elderly population. She received her B.A. from University of Wisconsin and an M.A. in Social Service Administration from the University of Chicago. During college, she participated in the summer internship program through Florence G. Heller JCC. Since 2003, she has been a board member of the Wilmette Harbor Rotary Club Foundation (2008 Rotarian of the Year and 2011-13 Secretary). She previously served on the boards of A Safe Place women’s shelter, Family Service of Winnetka-Northfield, Little Brothers – Friends of the Elderly, and SASI: Services for Adults Staying in Their Homes. Her mother was a resident at Weinberg Community for Senior Living’s Gidwitz Place for over two years, and currently resides at Friend Center. Sue and her husband Gary have two daughters, and currently live in Winnetka.
Mary R. Kaltman joins the CJE Board as a new member. She has an M.B.A. from the Kellogg School of Management at Northwestern University. She has worked as a bookkeeper for a C.P.A. firm and, before taking time off to raise three children, as an officer at a bank that is now Chase Bank. Mary is very interested in seniors, and she is a member of the Housing Commission for the City of Highland Park that oversees issues and policies regarding low income and senior housing. She also serves on the Senior Life Committee at her synagogue, working to develop a variety of programs for seniors. Mary became more familiar with CJE when her mother lived at Gidwitz Place for two and a half years. She also used the services of a CJE counselor who helped her coordinate her mother’s transition from Gidwitz Place to long-term care. She is very grateful for the wonderful help she received during this challenging time, and would like to give back to CJE in any way she can. She and her husband Jerry live in Highland Park and attend North Suburban Synagogue Beth El.
Margo Oberman
Margo Oberman is returning to the CJE Board after serving three terms from 2003 to 2013, during which she was Chairman of our Volunteer Services Committee. Margo has a Masters in Gerontology and has devoted the last 20 plus years to the field of aging. In addition to her work with CJE, Margo is a member and past president of Lyric Opera of Chicago Chapter’s Executive Board, and she has chaired its Operathon for two years. 12
Susan Ringel Segal
The following individuals are current CJE SeniorLife Board Members who are slated for an additional 3-year term: Michael D. Blum, M.D., James M. Feldman, Sheryl Oberman, Vicki Pines, John E. Pomeranz, Steven Rogin, Marci L. Shapiro. 13
W
elcome!
New & Returning Board Members
Harvey R. Kallick
Harvey R. Kallick, is returning to the CJE Board after serving three terms from 1998 to 2007, during which he was Treasurer from 2002 to 2004. A CPA, Harvey is a retired partner with Blackman, Kallick and Bartelstein in Chicago. Harvey specialized in tax planning, mergers and acquisitions, and business planning and consulting. While previously on the CJE Board, he was an instrumental member of the Audit, Finance, Special Lieberman, Executive and Program committees. Harvey has also served on the boards of the Anti-Defamation League, Cancer Wellness Center and the Institute of Psychoanalysis. He is a member of Congregation Solel in Highland Park.
Margo has volunteered for 15 years at The House of Welcome and chaired their annual fundraiser three times. Margo is also on the Board of The League of the Chicago Symphony Orchestra, and she started a Senior Engagement program there in 2010. She has chaired the Annual Elie Wiesel Dinner at Moriah Congregation and served on the Board of North Suburban Synagogue Beth El. Margo lives in Mettawa with her husband Michael and they are past members of Anshe Emet Synagogue. They joined Northwestern Hillel this year.
Mary R. Kaltman
Susan Ringel Segal joins the CJE Board as a new member. She is a licensed realtor and broker specializing in buyers, sellers and investment property, and is also a Senior Real Estate Specialist (SRES) through the Senior Advantage Real Estate Council (SAREC). Prior to pursuing real estate, Susan worked for many years in the aging field, starting her career at CJE as a case manager. Additionally, she was the Project Director for one of only four Illinois Department on Aging model projects that became the elder abuse reporting system. She remains passionate about serving the elderly population. She received her B.A. from University of Wisconsin and an M.A. in Social Service Administration from the University of Chicago. During college, she participated in the summer internship program through Florence G. Heller JCC. Since 2003, she has been a board member of the Wilmette Harbor Rotary Club Foundation (2008 Rotarian of the Year and 2011-13 Secretary). She previously served on the boards of A Safe Place women’s shelter, Family Service of Winnetka-Northfield, Little Brothers – Friends of the Elderly, and SASI: Services for Adults Staying in Their Homes. Her mother was a resident at Weinberg Community for Senior Living’s Gidwitz Place for over two years, and currently resides at Friend Center. Sue and her husband Gary have two daughters, and currently live in Winnetka.
Mary R. Kaltman joins the CJE Board as a new member. She has an M.B.A. from the Kellogg School of Management at Northwestern University. She has worked as a bookkeeper for a C.P.A. firm and, before taking time off to raise three children, as an officer at a bank that is now Chase Bank. Mary is very interested in seniors, and she is a member of the Housing Commission for the City of Highland Park that oversees issues and policies regarding low income and senior housing. She also serves on the Senior Life Committee at her synagogue, working to develop a variety of programs for seniors. Mary became more familiar with CJE when her mother lived at Gidwitz Place for two and a half years. She also used the services of a CJE counselor who helped her coordinate her mother’s transition from Gidwitz Place to long-term care. She is very grateful for the wonderful help she received during this challenging time, and would like to give back to CJE in any way she can. She and her husband Jerry live in Highland Park and attend North Suburban Synagogue Beth El.
Margo Oberman
Margo Oberman is returning to the CJE Board after serving three terms from 2003 to 2013, during which she was Chairman of our Volunteer Services Committee. Margo has a Masters in Gerontology and has devoted the last 20 plus years to the field of aging. In addition to her work with CJE, Margo is a member and past president of Lyric Opera of Chicago Chapter’s Executive Board, and she has chaired its Operathon for two years. 12
Susan Ringel Segal
The following individuals are current CJE SeniorLife Board Members who are slated for an additional 3-year term: Michael D. Blum, M.D., James M. Feldman, Sheryl Oberman, Vicki Pines, John E. Pomeranz, Steven Rogin, Marci L. Shapiro. 13
Employees of the Year
Nominating Committee
Eva Albano, Billing and Collections Lead | Finance/BHB
Bruce J. Lederman, Committee Chair
with CJE since 1988
Eva makes the very complicated and detailed work of CJE’s Billing Department look easy. She knows billing inside and out and is always helpful and customer friendly while resolving billing issues. She is proactive, conscientious, and always follows up promptly. On a daily basis, Eva demonstrates her commitment to CJE values.
Sharon Ramirez, Resource Specialist II | Consumer Assistance/Entry with CJE since 2001
As a member of the Entry Team in Consumer Assistance, Sharon Ramirez provides resources and answers questions from hundreds of people throughout the year. Her knowledge of CJE and community services is outstanding. Sharon’s job also requires a great deal of patience, as she deals with many people in crisis situations. She is the ultimate model for customer assistance and demonstrates genuine concern for helping people. She treats each caller with respect and compassion.
2014
Stephen P. Sandler, Board Chair Mark D. Weiner, President & CEO Vicki Pines Susan A. Reese Steven Rogin Judy L. Smith Ann-Louise Kleper, Community Member
Basil Smith, Environmental Services Worker | Lieberman Center with CJE since 1997
Basil Smith is reliable, dependable, efficient, and diligent in every way. He projects a warm, kind and cheerful attitude to Lieberman’s residents, staff, and families. He resolves conflicts and handles difficult situations with remarkable patience and admirable tact. Basil responds to last minute requests for resident moves, event set up, and frequent project deadlines in the most professional way. He goes above and beyond every day. He is a model for CJE’s standards of great customer service. Residents remember his name and ask for him directly, knowing that his level of customer service will exceed their expectations. He is proactive and selfmotivated. He keeps an eye on the daily operations of the Environmental Services Team and is a valuable member of the CJE and Lieberman Teams. 14
15
Employees of the Year
Nominating Committee
Eva Albano, Billing and Collections Lead | Finance/BHB
Bruce J. Lederman, Committee Chair
with CJE since 1988
Eva makes the very complicated and detailed work of CJE’s Billing Department look easy. She knows billing inside and out and is always helpful and customer friendly while resolving billing issues. She is proactive, conscientious, and always follows up promptly. On a daily basis, Eva demonstrates her commitment to CJE values.
Sharon Ramirez, Resource Specialist II | Consumer Assistance/Entry with CJE since 2001
As a member of the Entry Team in Consumer Assistance, Sharon Ramirez provides resources and answers questions from hundreds of people throughout the year. Her knowledge of CJE and community services is outstanding. Sharon’s job also requires a great deal of patience, as she deals with many people in crisis situations. She is the ultimate model for customer assistance and demonstrates genuine concern for helping people. She treats each caller with respect and compassion.
2014
Stephen P. Sandler, Board Chair Mark D. Weiner, President & CEO Vicki Pines Susan A. Reese Steven Rogin Judy L. Smith Ann-Louise Kleper, Community Member
Basil Smith, Environmental Services Worker | Lieberman Center with CJE since 1997
Basil Smith is reliable, dependable, efficient, and diligent in every way. He projects a warm, kind and cheerful attitude to Lieberman’s residents, staff, and families. He resolves conflicts and handles difficult situations with remarkable patience and admirable tact. Basil responds to last minute requests for resident moves, event set up, and frequent project deadlines in the most professional way. He goes above and beyond every day. He is a model for CJE’s standards of great customer service. Residents remember his name and ask for him directly, knowing that his level of customer service will exceed their expectations. He is proactive and selfmotivated. He keeps an eye on the daily operations of the Environmental Services Team and is a valuable member of the CJE and Lieberman Teams. 14
15
Our Vision
Dinner Buffet Menu
CJE SeniorLife will be recognized as the leading provider of programs and services for older adults, responsive to changing community needs throughout the continuum of care.
Appetizers
CJE is dedicated to collaborating with the Jewish Federation of Metropolitan Chicago, hospitals and the larger medical community, other older adult organizations, government agencies, funders and other community organizations. Our work will be enhanced through grants, research and public policy activities. By continually evaluating and improving our operations, CJE will be fiscally sound with balanced social and economic objectives. CJE is committed to attracting, retaining and developing management, staff, Board members and volunteers who are engaged in fulfilling our mission. CJE SeniorLife will strive to be the preferred provider for the Jewish community of metropolitan Chicago.
Chicken Schwarma Skewer with Lime Avocado Sauce Cherry Tomato filled with Spicy Hummus Asian Meatballs with Sweet and Sour Dip
Salads
Cucumber and Avocado with Vidalia and Poppy Seed Dressing Mixed Greens with Artichoke, Hearts of Palm and Grape Tomatoes Cranberry Vinaigrette
Entrees
Sliced London Broil with Mushrooms, Onion and Fresh Herbs Roasted Red Bell Pepper stuffed with Quinoa and Cashews (vegetarian selection)
Sides
Basmati Dill Rice Pilaf Roasted Vegetables Baked Butternut Squash with Streusel Topping
Dessert
Fresh Fruit Kabobs Chocolate Truffles Mini Chocolate Chip Cookie Pumpkin Pie Tarts Strawberry Mousse Shooters
16
17
Our Vision
Dinner Buffet Menu
CJE SeniorLife will be recognized as the leading provider of programs and services for older adults, responsive to changing community needs throughout the continuum of care.
Appetizers
CJE is dedicated to collaborating with the Jewish Federation of Metropolitan Chicago, hospitals and the larger medical community, other older adult organizations, government agencies, funders and other community organizations. Our work will be enhanced through grants, research and public policy activities. By continually evaluating and improving our operations, CJE will be fiscally sound with balanced social and economic objectives. CJE is committed to attracting, retaining and developing management, staff, Board members and volunteers who are engaged in fulfilling our mission. CJE SeniorLife will strive to be the preferred provider for the Jewish community of metropolitan Chicago.
Chicken Schwarma Skewer with Lime Avocado Sauce Cherry Tomato filled with Spicy Hummus Asian Meatballs with Sweet and Sour Dip
Salads
Cucumber and Avocado with Vidalia and Poppy Seed Dressing Mixed Greens with Artichoke, Hearts of Palm and Grape Tomatoes Cranberry Vinaigrette
Entrees
Sliced London Broil with Mushrooms, Onion and Fresh Herbs Roasted Red Bell Pepper stuffed with Quinoa and Cashews (vegetarian selection)
Sides
Basmati Dill Rice Pilaf Roasted Vegetables Baked Butternut Squash with Streusel Topping
Dessert
Fresh Fruit Kabobs Chocolate Truffles Mini Chocolate Chip Cookie Pumpkin Pie Tarts Strawberry Mousse Shooters
16
17
42nd Annual Meeting November 18, 2014
The story of the CJE logo Numerous pomegranates and pomegranate seeds embellish the Tree of Life that is pictured on the cover of this report. This is highly appropriate because abstract representations of a pomegranate and its seeds are the foundation for the imagery of the CJE logo, pictured here. There are 613 seeds in a pomegranate, and these represent our 613 lifetime mitzvot or commandments. The pomegranate is of major significance in Jewish theology and history. The eighteen colorful seeds underscore the importance of the word Life (“chai”) in our name, the diversity of our staff and the diversity of our programs. In the secular world, pomegranates are considered one of the most nutritious of all fruits, carrying critical antioxidants that combat against disease and promote healthy aging. Our brand identity is a colorful and positive affirmation of aging and reflects our agency’s mission and values. As for the Tree of Life, it is one of the most prevalent symbols in Jewish tradition and interpretations vary on its exact symbolic meaning.
Weinberg Community for Senior Living
Art by Shari Imbo
Senior Graphic Designer | CJE SeniorLife
CJE SeniorLife is a member of the LeadingAge, LeadingAge Illinois and the Association of Jewish Aging Services.
3003 West Touhy Avenue | Chicago IL 60645 773.508.1000 | www.cje.net
CJE SeniorLife does not discriminate in admission to programs or treatment of employment in programs or activities in compliance with the Illinois Human Rights Act; the Title VI 1964 Civil Rights Act; Section 504 of the Rehabilitation Act; the Age Discrimination in Employment Act; the Americans with Disabilities Act (ADA); the Fair Housing Act and the U.S. and Illinois Constitutions. If you feel you have been discriminated against, you have the right to file a complaint. For more information, please contact CJE SeniorLife’s Program Compliance Coordinator at 773.508.1000. CJE SeniorLife is a partner in serving our community, supported by the Jewish United Fund/Jewish Federation of Metropolitan Chicago. © 2014