CHAI 2021 Annual Report

A MESSAGE FROM THE BOARD PRESIDENT AND CEO It was another stressful year due to COVID-19, but it was also a year of learning and resilience as we navigated our way through the challenges. On multiple levels, and in so many ways, it was the strength of our community connections that not only guided us but also sustained us in the most difficult times.

When COVID-19 vaccinations were first available, we initially faced challenges with scheduling appointments for CHAI residents and staff to get their shots. We reached out to community contacts and CHAI Board members that connected us directly with officials including Judge Clay Jenkins who was not only instrumental in getting our residents and staff the necessary vaccination appointments-- he actually met our CHAI vans at the entrance to Fair Park and escorted residents and staff into the facility to receive their first shots!

Elise Donosky

Our partnership with the Jewish Federation of Greater Dallas continued to provide financial and operational resources. The Health Crisis Management Team, coordinated by the Federation, was a sounding board providing practical advice and tools for Lisa Brodsky managing the ever-changing COVID-19 protocols. The Federation’s Impact Grant supporting our Nursing Services department funded our contract with our 24/7 Telehealth service. This team of nurses has been instrumental in our ability to care for our residents during the pandemic and helped our resident’s avoid serious illness, even when we had COVID cases in the group homes.

As we entered the spring and summer months, we briefly had a chance to return to some activities outside of the group homes including visits with family members. In May, the CHAI family gathered on the parking lot of Temple Shalom for our annual fundraiser- CHAI LIFE Drive-In. It was a wonderful evening with pizza and ice cream food trucks and the opportunity to see the CHAI community for the first time in over a year. When the sun went down, attendees watched the film “Where Hope Grows” on a large 40 foot screen.

The film’s writer/director as well as its star, a young man with Down Syndrome, joined us for the event. This event, along with our 2021 Annual Campaign, resulted in the highest fundraising total CHAI has had in our 38 year history.

Another financial boost came when the government’s Payroll Protection Program loan that we received in 2020 to maintain our staffing throughout the pandemic was forgiven and the funds became a grant to support our operations in 2021 and the surplus will help build our operating reserve for future needs.

We used some of the funds for aesthetic updating at Todd House and also strengthened our office infrastructure with a new phone/internet system as well as an upgrade of our fundraising and financial software.

The best news of 2021, and for many years to come, was when Community Homes for Adults Endowment Foundation- CHAEF- received a bequest from Bernard J. “Bunny” Joseph. This bequest totaling over $3 million will provide long-term financial support to CHAI through annual distributions from CHAEF. In honor of this extraordinary contribution, the largest ever received by CHAEF or CHAI, our Central office has been named: The Sonny Joseph Central Office of CHAI. The naming was requested by Bunny Joseph in memory of his brother, Sonny, who suffered a head injury in the late 1940’s when he was a young man.

Sonny would have benefited from living in a CHAI group home had the agency existed at the time.

A staffing shortage started in the summer of 2021 and has escalated to a crisis we are faced with now at the start of 2022. Our Program staff team have gone above and beyond their normal duties, often working shifts as direct caregivers themselves, to assure that our group homes remained staffed 24/7. We praise and honor their dedication and leadership.

Looking to the future, CHAI is privileged to have been selected as one of the local non-profit Jewish agencies invited to participate in the Legacy Heritage OnBoard program. Through a series of surveys and discussions, which began in 2021, our board members will have the opportunity to explore and identify areas of the agency that are in need of improvement. Two board members, Ethan Prescott and Linda Swartz, were selected as Fellows to attend special training sessions and guide the CHAI Board through this two-year program.

We are forever grateful for all the connections we have in our community that helped us through 2021. To our agency partners, community leadership, generous donors, CHAI families and our devoted CHAI Staff…..Thank You!

Elise Donosky CHAI Board President

Lisa Brodsky CHAI CEO

FRONT COVER photo: CHAI Residents at the CHAI LIFE Drive-In event May 23, 2021

MISSION STATEMENT Community Homes for Adults, Inc. (CHAI) is a non-sectarian, non-profit corporation under Jewish auspices that provides programs and services to enable adults with intellectual disabilities to live full, rich lives in a safe environment and to meaningfully participate in the community.

For nearly four decades, CHAI has fulfilled this mission serving families in the community.

Often those who are caring for a loved one with an intellectual disability will ask: “Who will take care of my adult child (or sibling) when I no longer can?”

CHAI has been there to answer: “We will” for many families over the past few decades. With the support of our generous donors, we will be able to continue to do so for years to come.

On behalf of those families we say: “Thank You!”

Volunteers brought cheer to the group homes during COVID-19 lockdowns by delivering meals to their doorsteps

FISCAL YEAR November 1, 2020 – October 31, 2021 SUPPORT AND REVENUE

Revenues • • • •

CHAEF Special Event Contributions Client Services

Distribution from Endowment Funds CHAI Life Drive-In Annual Campaign, Tributes, Grants State Reimbursement and Client Payments

FUNCTIONAL EXPENSES

Expenses • Admin • Fundraising • Programs

Central Office Expenses, Printing, Postage, Event Expenses Resident and Client Care (including salaries) Transportation and Activities

2021 CHAI LIFE SPONSORS AND ANNUAL CAMPAIGN DONORS

We are grateful for the donations from generous donors who provided vital operating funds to support the programs and services we provide to the intellectually disabled adults in our care.

Contributions were made to our Annual Campaign, 2021 CHAI LIFE Drive-In event, Honor/Memorial tributes and General contributions.

Donors listed below contributed at least $180 during our 2021 fiscal year from November 1, 2020 through October 31, 2021.

$25,000 to $65,000

Anne and Alan Feld Leo and Rhea Fay Fruhman Foundation/ Beverly and Joe Goldman Staci and Jeff Mankoff Patricia and Andrew Michael

$10,000 to $18,000

Anonymous Fran and Mark Berg Susan and Allyn Kramer * Linda and Clint Schuhmacher Roy and Esther Barzune Stein Endowment Fund * Wal-Dot Foundation William and Sylvia Zale Foundation

$5,000 to $9,999

Anonymous Barbara Bell Carolee Blumin Jerry Fazio Michael Hochman Betsy and Mark Kleinman Ann and Michael Ochstein * Marian and Jack Spitzberg Linda and Rob Swartz Raelaine and Paul Radnitz Beverly and Cary Rossel Sandra and David Veeder Linda and Happy Webberman

$3,600 to $4,999

Minnie and Keith Blackwell Becca and Allen Bodzy * Chulew Family Foundation Rachel Chulew and Hayden Bernstein Marion and Bennett Glazer * Marcy Helfand Judy and Harold Kaye Michelle and Mark Meiches Barbara and Clive Miskin Shirley Morris Linda and Patrick Rayes Kerri and John Rosenberg Karen Dubrow and David Romick Ricki and Gabe Shapiro Sam Utay * Veritex Community Bank Karen and Howard Weiner

$1,800 to $3,000

Anonymous Carol and Steve Aaron Dawn and Todd Aaron Katherine Albert Kimberly Bates Foundation Susan and Evan Bates Bland Garvey Cathy and Joel Brook Candy and Ike Brown Kim and Jeff Chapman Elise and Robert Donosky Barbara and Michael Donsky Nanci and Don Dubrow Janis and Dan Gail Rose Marie and Bill Glazer Herbert Goldberg Company Lauran and Robert Goldberg Shelli and Marshall Goldberg Sherry and Ken Goldberg Barbara and Bill Gutow

$1,800 to $3,000 cont.

Ynette and Jim Hogue * Carole Ann and Jay Hoppenstein * Sandy and Mark Kaman Carol and Mark Kreditor Judy and Jeff Kogutt * Marsha Lev Ann and Nate Levine * Patricia Michaelson Carol and Stuart Morse Sandy Nachman * Neuberger Berman Rothkopf Greenberg Family Foundation Jaynie Schultz and Ron Romaner * Celia and Larry Schoenbrun * Jeri Lyn and Jeff Sebert Nancy and Jerry Szor Barbara and Shelly Stein * Rosalie Taubman Temple Emanu-El Brotherhood Hilarie and Peter Weinstock Lois Wolf $1,080 to $1,500 Anonymous Melissa and Baer Ackerman Jill and Alan Bach * Sol and Estelle Barzune Endowment Fund * Janet and Jeffrey Beck Carla Brandt Beth Young and Lisa Brodsky Sharon and David Chortek Robin and Roger Collins Tammy and Adam Diamond Sandra Dworkin Fran and David Eisenberg * Ragen and Roy Elterman Sandy and Todd Estes Jill and Robert Fischer Karen Hart and Jeffrey Fischer Lynn and Gilbert Friedlander Janice and Anthony Gambino Barbara and Larry Glazer * Lisa and Neil Goldberg Lori and Rick Golman Greta and Howard Herskowitz Mindi and Michael Kahn Eileen and Aaron Kreisler Sharon and Chuck Levin Carol and John Levy Ellen and Jim Liston Marsh & McLennan Agency Bobbi and Richard Massman Bette and Gary Morchower

$1,080 to $1,500 cont.

Julie and Rob Morlend Elaine and Trevor Pearlman Sally and Bob Rosen Melissa Anne and Jonathan Rubenstein Ike and Fannie Sablosky Foundation Elizabeth Schwartz Ruthie and Alan Shor * Joan and Jerry* Skibell Lori and Adam Stern Ginger and David Wallace Gay Winter Sally and Larry Wolfish * Barney Young Barbara* and Donald Zale * $540 to $,1000 ABB Optical Group Mimi Aronoff Sheri and Larry Berk Phyllis Alper-Blood Kirschner-Bookatz Foundation * Suzi and Jerry Candy Robin and Roger Collins Barbara and Julien Devereux Kevin Dym Berta Goetz * Karen Glanger Sandra Hancock Patty and David Miller Mountain City Book Club Luby and Ebb Munden Margo and Tom Murphy Lauri and Todd Platt Serena Ritch Rubin Family Foundation Julie and Jay Liberman Deborah Niederman and Rabbi Andrew Paley Prosora Technologies Ann Rosenberg Linda Sands Gene Schanbaum* Cynthia and Stuart Spechler Trudy and Benedict Termini Adam Ulevitch Emily Maduro and Joe Wielebinski $375 to $500 CPH Braestrup Tippy Brickman Ruth Cowan John Falls Ellen Feibel Tasca and Neal Feibel

2021 CHAI LIFE SPONSORS AND

ANNUAL CAMPAIGN DONORS (cont.) $375 to $500 cont.

Karen and Yoram Feibel Gail and Allan Gilbert Rebecca and Jacob Goetz Joyce and Wayne Goodowitz Emma and Mark Gudis Maryn Hemphill Benjamin Kogutt Patricia and Howard Kraines Lori and Robert Krolik Laura Leventhal Rachel Leventon Zelene and Robert Lovitt Jana and Bob Milstein Cindy and Irv Munn Linda and Chris Najork Marilyn and Allan Neustadt Lynda and Gordon Newman * Pam and Michael Pidgeon * Stephanie and Dan Prescott Janine and Charles Pulman Terry and Bert Romberg Sally and Rick Rosenberg Peachy Rudberg Elaine and Morris Rutchik Emily and Adam Sandler Jan and Michael Schrimmer Elaine Sheft Sally and Ira Silverman Lonna Rae and Jerry* Silverman Judy and Hal Sommer Tracey and Shane Stein Alison and Michael Weinstein $360 Adrian Allen Sheri and Larry Berk Tracey and Jacob Cherner Emily Ackerman and Edy Gildenson Paddy and Barry Epstein Kim Lande and Scott Henry Janet and Gary Kaner Ruth and Larry Kullman Betty and Jay Lorch Laura Lacritz and Randy Pulitzer Mark Romick Carolyn and Wyatt Rousseau Rhona Streit

$360 cont.

Jamie and Edward Tonkon Sheri and Allen Udisky Ethel Zale $200-$359 Isaac Adelman Jackie and Ben Austein Gillian and Steve Baron Rusti and Howard Bell Brenda and Ron Bliss Jenifer and Michael Blum * Brenda Brand Mary Lee and Michael Broder Lauri and Ed Burger Susie and Joel Carp Anita and Todd Chanon Nicole and Kevin Cooper Wyona and Maurice Efune Cecelia and Stanley Feld Nina Cortell and Bob Fine Laura and Rich Fine Eileen and Stanley Franklin Rozelle and Richard Gilman * Lauri and Dan Goetz Rita Sue and Alan Gold * Roslyn and Gordon Goldstein Lois Gordon Endowment Fund * Claire and Paul Greenberg Carmen Gross Elaina and Gary Gross Irma Grossman Mark Gudis Frances and Allan Harris Wendy and David Haynes Joyce and Jim Horton Mercedes and Edward Kettler Marsha and Gary Lefkof Elaine and Michael Lowenkron Nancy Marcus Denae Martilla Sarah Miller North Dallas Bank Jane Otoole Marian and Ito Perl Ruth Robinson Merle Rubin

$200 to $359 cont.

Lisa and Steve Rudner Elaine and Morris Rutchik Norma Schlinger Carole Schlipak * * Janice Schrimmer Jody Stein Karla and Larry Steinberg Phyllis and Ron Steinhart Jackie and Steve Waldman Tim Weber Janice and Art Weinberg * Jean and Bob Weinfeld Marc Wolens Cathy Zelzer Ilene and Perry Zidow $180 Randi and Larry Alter Betty Jo and David Bell Lynn and Mark Bernstien Cheryl and Randy Colen Jan Gartenberg and Cantor Don Croll Lisa and Gary Epstein Arlene and Allen Feltman Kathleen and Alan Freeman Sharon and Eric Goldberg Ellen Sher and Stanton Goldman Bill Goodman Julie and Sander Gothard Mitch Green Claire Greenberg* Cheryl and Andy Halpern Marcy Kahn Harold Kleinman Mark Jacobs Paula Jacobson Linda and Murray Johnson Rosella Reinthal Lizzie and Daniel Routman Sandy and Larry Silverman Lynn and Jay Staub Joseph and Helen Swiff Memorial Fund * Maddy and Mark Unterberg Laura and Ben Weinstein Polly Weisberg Linda and Keith Zimmerman

* Fund of the Dallas Jewish Community Foundation * Fund of the Dallas Foundation * Fund of Communities Foundation of Texas * Of Blessed Memory

Volunteer of the Year, Merle Rubin, leads Book Club for the ladies at Levy House

Bauer House enjoyed a pajama party with volunteers Ananya and Rhea

CHAI residents enjoying their time in the pool at the JCC

GRANTS UNRESTRICTED GENERAL OPERATING GRANTS: Jewish Federation of Greater Dallas $35,501 - Core Allocation Anonymous Foundation $10,000 Pioneer Natural Resources $10,000 Ian Ross $10,000

Woolf Foundation Board member Katy Crowe taught Day Hab how to braid and bake challah

DESIGNATED GRANTS: Orien Levy Woolf and Dr. Jack Woolf Charitable Foundation $40,000 - Wolens Program Services $25,000 - Community Relations Jewish Federation of Greater Dallas Impact Grants $80,000 - Registered Nurses Sylvan T. Baer Fund $25,000 - Wolens Program Vehicle

EMPLOYEES OF THE YEAR AWARD:

Our new vehicle helps Wolens Program staff transport clients to their activites and jobs

These donors provided the honorarium awarded to Maddie Mattia and Amanda Nyei during the virtual Annual Meeting March 21, 2021

Katherine Albert $500 Linda Rae Bomash Fund of Dallas Jewish Community Foundation/ Barbara and Larry Glazer $300 Sarah Lipinsky $250

Residents helped to celebrate Maddie Mattia and Amanda Nyei winning Employees of the Year

EVERYTHING WILL BE OKAY The theme of our 2021 Annual Campaign was “Everything will be OKAY” and was inspired by this photo of CHAI residents taken while out on a neighborhood walk at the start of the pandemic. With the help of our community, grants from foundations and the generosity of over 350 donors to annual campaign and 79 CHAI LIFE Drive-In Sponsors, we were able to navigate the ups and downs of 2021 and assure that Everything WAS Okay for those in our care AND for the amazing staff who cared for them.

When we say that contributions help with everything we literally mean everything. Contributions helped provide all the basics to operate our 8 group homes like…

$50 $100 $200 $500 $1,600 $2,500 $5,000 $10,000

one week of fuel for transportation for one house

one week of meals for one house

one month of electricity for one house one week of fuel for transportation for ALL houses

one month of electricity for ALL houses

one year of electricity for one house one month of meals for ALL houses

PPE supplies to keep everyone safe during COVID-19 pandemic

2021 LEADERSHIP AND STAFF Officers

Board of Directors

Past Presidents

Elise Donosky President Julie Goodman President Elect Linda Swartz Vice President Marian Spitzberg Secretary David Romick Immediate Past President

Melissa Ackerman Adrian Allen Jackie Austein Brian Bertcher Becca Bodzy Kim Chapman Adam Diamond Karen Hart Howard Herskowitz Sandy Kaman Betsy Kleinman Judy Kogutt Staci Mankoff Ann Ochstein Serena Ritch Emily Sandler Lori Stern

Susan Bates, Ph.D. Sanford (Tex) Fagadau, Ph.D.* Barbara Glazer Milton J. (Bill) Greene* Barbara Gutow Marcy Helfand Florence Kramer Milton P. Levy Jr. * Jim Liston Carmen Miller Michael Ph.D.* David Millheiser Cheryl Moore* Stuart Morse David Romick John Rosenberg Larry Schoenbrun Herbert Shore, Ed.D* Michael Todres Allen Udisky

Executive Committee Members at Large Todd Estes Janis Gail Beverly Goldman Ethan Prescott Beverly Rossel Elizabeth Schwartz Ricki Shapiro

Honorary Life Member H.S. (Buddy) Rosenthal

*of Blessed Memory

CHAI Management Team

Wolens Program Staff

Lisa J. Brodsky, MSSW CEO Candace Carroll- Johnson Director of Programs and Services Craig Becker Director of Finance Patsy Goodman Director of Development

Sheri Jones Wolens Program Manager Amanda Richardson Day Habilitation Coordinator Douglas Ayozie Wolens Program Staff

CHAI Program Staff

Anita Thomas Accounting Associate Bettina Turner Junior Accountant Kathy Schneider Community Relations Manager Michelle Bach Development Associate Paul Wallace Office Assistant Devon Collins Office Assistant

Finance, Development and Office Staff

Ron Dill Assisted Living Manager Erica Williams HCS Manager Fredia Jackson Residential Supervisor (Levy & Yale Houses) Arrielle Jenkins Residential Supervisor (Bauer & Toub Houses) Michelle Bearden Residential Supervisor (Miller Houses) LaToya Dunn HCS Case Manager

The Sonny Joseph Central Office of CHAI 11615 Forest Central Dr., Suite 100 Dallas, Texas 75243 214-373-8600 www.chaidallas.org

Community Partner of