2022 Annual Report

2022 A NNU A L R E P O R T November 1, 2021 - October 31, 2022

C H A I L I F E

A Message From the Board President and CEO 2022 was both a busy and exciting year. We were so thrilled to get to see so many of you in person! We are pleased to announce that we have made progress on some of the goals we established a year ago. An especially meaningful moment this year has been having a CHAI resident attend each board meeting to share their personal stories of how long they’ve lived at the home, their day-to-day activities and what they enjoy about living at CHAI.

Julie Morlend

Lisa Brodsky

At the end of the fiscal year we began the process of developing CHAI’s strategic plan for the next 5 years and that work is continuing throughout 2023. As a recap, CHAI was selected, through our participation in the OnBoard leadership program, to receive a matching grant for capacity building initiatives. We were approved for funding to hire a consultant for creating a strategic plan, hiring an HR Generalist and revamping our policy and procedures documents. We qualified for the maximum matching grant allocation to move forward with these projects and in 2023 and 2024 we will work hard to raise the additional $100,000.

We are so honored to be part of the strategic planning process in helping to guide what CHAI will look like over the next several years and beyond.

Another goal for the year was revising the CHAI bylaws in order to make them clearer and more transparent. The governance committee reviewed bylaws from similar organizations and the new bylaws were approved by the board. In addition, the governance committee proposed other important documentation including Board Responsibilities and Code of Conduct, a Code of Ethics and a Document Retention Policy to ensure CHAI is following best practices. CHAI also established a Sabbatical Leave policy, which allows senior staff to take up to 30 days paid leave once they have completed 7 years of employment with CHAI. Other great news for the CHAI staff came in the form of American Rescue Plan Act (ARPA) funds. These funds were allocated by the federal government to combat the COVID 19 pandemic, including the public health and economic impacts. These funds were distributed to the direct care staff as unexpected bonuses.

We were grateful to be able to provide extra support for our hard-working staff while gas prices and inflation continued to rise.

In August, there were changes in the federal rules for Day Habilitation Programs. CHAI has operated a Day Hab program for over 10 years. Our residents attend this robust program each weekday for about six hours at Bauer House. The program has a calendar of events, volunteering, crafting, exercise and learning. The new rules will not allow us to operate in a group home any longer. We are excited to announce our partnership with the Jewish Community Center (JCC). We will be renting a room and be able to enjoy all the interaction the JCC brings. This includes working out, interacting with seniors, preschoolers and campers as well as continuing our learning and exploring in the community.

In September, we got to see many of you put your athletic skills on display at the CHAI Life Top Golf event. The smiles from the residents faces enjoying the event were wonderful. It was truly an exceptional event with CHAI families, staff, board members and friends getting together and supporting our residents. We are grateful for the continued generosity of sponsors who made it possible for us to raise over $250,000 to support our operating budget.

In October, we had an in-person board retreat and welcomed Susan Meier from Onboard to facilitate our discussion. We learned about what it takes to build a high performing board and had an interactive conversation about building CHAI’s board of the future.

We truly appreciate our dedicated staff, families, donors and partners. All of you make it possible for CHAI to do such incredible work in our community. Thank you for the opportunity to serve such an amazing organization!

Julie Morlend CHAI Board President

Lisa J. Brodsky, MSSW CHAI CEO

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.

Continued support from generous donors has given our dedicated staff the opportunity to provide rich and meaningful lives for our residents and clients.

Fiscal Year

November 1, 2021 - October 31, 2022

Support and Revenue Support & Revenue

Revenues:

CHAEF $484,608 12%

CHAEF

Distribution from Endowment Funds

Special Event $270,668 7%

Special Event

CHAI LIFE event at Topgolf Contributions $639,572 16%

Contributions

Annual Campaign, Tributes, and Grants

Client Services

State Reimbursement & Client Payments

Client Services 2,479,384 64%

Functional Expenses

Other Income $3,197 1%

Functional Expenses

Expenses:

Programs $3,300,991 87%

Administration

Central Office Expenses

Fundraising $331,132 9%

Fundraising

Printing, Postage, Event Expenses

Programs

Resident & Client Care (including salaries) Transportation & Activities

Administration $158,536 4%

2022 CHAI LIFE Sponsors and Annual Campaign Donors We are grateful to all the donors who generously donated to the 2022 Annual Campaign and/or were Sponsors of CHAI LIFE at Topgolf. Contributions of $180 or more are listed. $25,000 - $45,000 Anne and Alan Feld Leo and Rhea Faye Fruhman FoundationBeverly* and Joe Goldman Staci and Jeff Mankoff Patricia and Andrew Michael Jeri Lyn and Jeff Sebert $10,000 - $16,000 Fran and Mark Berg Chulew Private FoundationRachel Chulew and Hayden Bernstein Susan and Allyn Kramer Roy and Esther Barzune Stein Endowment* Ari Susman Wal-Dot Foundation $5,100 - $9999 Anonymous (2) Carolee Blumin Kim and Jeff Chapman Nicole Herskowitz and John Lamb Betsy and Mark Kleinman Raelaine and Paul* Radnitz Karen Dubrow and David Romick Beverly and Cary Rossel Marian and Jack Spitzberg Linda and Rob Swartz

$5000 Lori and Michael Cohen* Michelle and Marshall Funk* Lisa and David* Genecov* Michael Hochman Carol and Stuart Morse Ann and Barkley Stuart $3,600 - $4999 Becca and Allen Bodzy* Barbara and Clive Miskin Shirley Morris Ann and Michael Ochstein * Rubin Family FoundationJulie and Jay Liberman Kerri and John Rosenberg Celia and Larry Schoenbrun* Ricki and Gabe Shapiro Sam Utay* Veritex Community Bank

$2,000 - $3,000 Dawn and Todd Aaron Cathy and Joel Brook Barbara and Michael Donsky Marion and Bennett Glazer* Lisa and Neil Goldberg Barbara and Bill Gutow IMA, Inc. Sandy and Mark Kaman Marsha Lev Sandy Nachman Lauri and Todd Platt Barbara and Shelly Stein Nancy and Jerry Szor Rosalie Taubman Ginger and David Wallace $1,800 Anonymous Carol and Steve Aaron Katherine Albert Amy Foxman and Amarinder Bindra Minnie and Keith Blackwell Bland Garvey Stacey and Chuck Butler Elise and Robert Donosky Angela Horowitz French and Doug French Janis and Dan Gail Herbert Goldberg Company Lauren and Robert Goldberg Shelli and Marshall Goldberg Sherry and Ken Goldberg Lori and Rick Golman Marcy Helfand and Robert Book Ynette and Jim Hogue Carole Ann and Jay Hoppenstein* Judy and Harold Kaye

$1,800 cont.

Kimberly Bates Foundation Susan and Evan Bates Judy and Jeff Kogutt* Leslie and Steven Levin Abigail and Grant Mindle Neuberger Berman Investment Advisors Sally and Ira Silverman Cindy and Stuart Spechler Lois Wolf* $1,080 - $1.799 Anonymous (2) Melissa and Baer Ackerman Phyllis Alper-Blood Jill and Alan Bach* Carla Brandt Lisa Brodsky and Beth Young Susie and Joel Carp Carr, Riggs and Ingram, LLC Sharon and David Chortek Cheryl and Randy Colen Tammy and Adam Diamond Nanci and Don* Dubrow Wyona and Maurice Efune Eileen and Stanley Franklin Janice and Tony Gambino Lisa and Jeff Genecov Barbara and Larry Glazer Karen and Craig Goodman Joyce and Wayne Goodowitz Danna and James Hayden Greta and Howard Herskowitz Janet and Gary Kaner Eileen and Aaron Kreisler Sharon and Chuck Levin Ellen and Jim Liston

2022 CHAI LIFE Sponsors and Annual Campaign Donors $1,080 - $1,799 cont.

Lisa and Mike Maberry Marsh & McLennan Agency Bobbi and Richard Massman Jana and Bob Milstein Bette and Gary Morchower Julie and Rob Morlend Cindy and Mitch Moskowitz Elaine and Trevor Pearlman Rothkopf Greenberg Foundation Bob and Sally Rosen Ann Rosenberg Melissa and Jonathan Rubenstein Ike and Fannie Sablosky Foundation Elizabeth Schwartz Susan Schwartz Ruthie and Alan Shor* Lori and Adam Stern Turner Stone & CompanyTodd Estes Sandra and David Veeder Gay Winter Larry Wolfish Barney Young $500 - $1,000 Lisa and Jim Albert Nicole and Kevin Cooper Barbara Bell Kirshner-Bookatz Foundation Paddy and Barry Epstein* John Falls Karen and Yoram Feibel Cecelia and Stanley Feld Pam and Ray Garfield Berta Goetz* Rebecca and Jacob Goetz Mark Jacobs Ann Kahn Patricia and Howard Kraines Lori and Robert Krolik

$500 - $1000 cont.

Zelene and Bob Lovitt Patty and David Miller Lucy and Ebb Munden Linda and Chris Najork Lynda and Gordon Newman Lauri and Irving Prengler Myra and Stuart Prescott* Janine and Charles Pulman Serena Ritch Sally and Rick Rosenberg* Peachy Rudberg Melanie and Ivan Sacks Janice Schrimmer Joan Skibell Judy and Hal Sommer Tracey and Shane Stein Trudy and Benedict Termini Sol and Estelle Barzune Endowment* Jean and Bob Weinfeld Alison and Michael Weinstein $360 - $400 Adrian Allen Gilian and Steve Baron Patrice and Michael Beck Sheri and Larry Berk Cindy and Bruce Bernbaum Brenda and Ron Bliss Cindy and Bob Cohen Abby and Benjamin Goodman Bill Goodman Debbie and Ron Greene Lynne and Larry Kohn Laura Leventhal Lottye Brodsky Lyle and Bobby Lyle Mona and Gary Mellon Cindy and Irv Munn Sandy Phillips Jeanette and Mike Pincus Phillip Prentice

$360 - $400 cont.

Terry and Bert Romberg* Morris Romick Ruthie and Steve Rosenberg* Lisa and Steve Rudner Liat Sacks Elaine Sheft May Sebel Sandy and Larry Silverman Alla and Vladamir Tsurkan Sheri and Allen Udisky Jackie and Steve Waldman Anne and Arthur Wechsler

$180 Anonymous Emily Ackerman and Eduardo Gildenson Rusti and Howard Bell Lynn and Mark Bernstien Barbara and Barry Brown Carol and Edward Burger Liz and Rusty Cooper* Nina Cortell and Bob Fine Leah and David Engelberg Lisa and Gary Epstein Arlene and Allen Feltman* June Fulton Sharon and Eric Goldberg Julie and Sander Gothard* Elaina and Gary Gross Wendy and David Haynes Karen and Reid Heller Miriam and Ronald Honig Linda and Murray Johnson Joseph Kaner Dorothy Jane Kassanoff Merle and Scott Nason* Shari and Ira Nevelow Deborah and Terry O’Connor Skip Parsotam Karen and Matt Pizette Ethan Prescott Cindy and Robert Quint Rosella Reinthal Merle Rubin David Saloman Linda and Clint Schuhmacher Meredith and Barry Steinhart Joseph and Helen Swiff Fund* Lisa Clark and Gary Udashen Natalie and Michael Waldman Krista Weinstein Cheryl and Lane Weitz Susan and Brian Wertheim Carol and Mark Wigder

$200 - $359 David Adler* Isaac Adelman Lynn and Bob Behrendt Conor Commercial Real Estate Marcela Wentzel and Joseph Fogle Linda and Dave Garner Rozelle and Richard Gilman* Rita Sue and Alan Gold* Roslyn and Gordon Goldstein Patricia and Bennett Goodman Lois Gordon Endowment* Storrow and Murray Gordon Irma Grossman Joy and Peter Kosley Laura Lacritz and Randy Pulitzer* Milton Leventhal Carol Ann and Dan Luby Nancy Marcus Janet Protas Debra Robbins and Larry Robins Ruth Robinson Carolyn and Wyatt Rousseau Jacquie and Myron Schwitzer Phyllis and Ron Steinhart Rhona Streit *Fund of the Dallas Jewish Community Foundation Janice Sweet Weinberg and Arthur Weinberg* *Fund of Communities Foundation of Texas Jolene and Harv Weisblat* * of Blessed Memory Ilene and Perry Zidow

Grants

Unrestricted General Operating Grants: Jewish Federation of Greater Dallas $30,521

Volunteers foster meaningful relationships with CHAI residents through our community relations program.

Feldman Family Foundation TX

$15,000

The Pollock Foundation

$10,000

Designated Grants: Orien Levy Woolf & Dr. Jack Woolf Charitable Foundation $40,000 - Day Habilitation Program $25,000 - Community Relations

CHAI residents with some of the nursing services team.

Jewish Federation of Greater Dallas Impact Grants $80,000 - Nursing Services Department

Anonymous Grant through OnBoard $10,000 - Board Development

Employee of the Year Award:

The Swartz Family at CHAI LIFE at Topgolf in the Colony.

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

Special Gift-In-Kind: Cristina & Michael Swartz and Linda & Rob Swartz All expenses for food, beverage, and entertainment at Topgolf for our 2022 CHAI LIFE event were generously donated.

Tina Bright was recognized for 17 years of serice as a CHAI caregiver and awarded the 2021 Employee of the Year.

You Made Us Smile Smiles are universal symbols for happiness and belonging.

Our 2022 Annual Campaign theme was

Generous support from our community through grants and individual contributions from 280 Annual Campaign donors and 88 CHAI LIFE event Sponsors raised vital funds to support CHAI’s operating budget and made thousands of smiles possible!

2022 Leadership and Awards Officers Julie Morlend President

Todd Estes Vice President

Ethan Prescott Vice President

Linda Swartz

Vice President/Secretary

Milton Levy Award winners Ron Dill, Candace Caroll-Johnson, Fredia Jackson, Arrielle Jenkins, and Erica Williams (Not pictured: Michelle Bearden)

Executive Committee Members at Large Adrian Allen Janis Gaill Elizabeth Schwartz Elise Donosky Immediate Past President Board of Directors Jackie Austein Brian Bertcher Adam Diamond Sandy Kaman Judy Kogutt Ann Ochstein Serena Ritch David Romick Beverly Rossel Ricki Shapiro Honorary Life Member H.S. (Buddy) Rosenthal

Ron Dill retired after many years of exemplary service as CHAI’s Assisted Living Manager.

Cherished Angel Award winner Ricki Shapiro

CHAI’s Management Team, Candace Caroll-Johnson, Director of Programs and Services, Craig Becker, Director of Finance, and Lisa Brodsky, CEO. (Not Pictured: Patsy Goodman, Director of Development) The Sonny Joseph Central Office of CHAI 11615 Forest Central Dr., Suite 100 Dallas, Texas 75243 (214) 373-8600 chaidallas.org