2018 Collat Jewish Family Services Annual Report
Our Mission CJFS enhances quality of life and strengthens independence for individuals and families, with a primary focus on older adults, by providing exceptional support services in accordance with Jewish values.
CJFS Board of Directors Helene Elkus President Jacob Shevin Vice President Joyce T. Shevin Vice President David Romanoff Vice President C. Samuel Todd Secretary Jill Warner Treasurer Fran Godchaux Immediate Past President
Linda Barstein Michelle Bearman-Wolnek Marc Bloomston Todd Doobrow Kathleen Fix Michele Forman Eleanor Godfrey-Burnick Debra H. Goldstein Steve Greene Penny Haft Kay Kornmeier Jennifer Kulbersh Faye Levin David F. Ovson Rhonda H. Siegel Toby Siegel
Advisory Council Debra Abolafia Richard Friedman Sally Friedman Rabbi Douglas Kohn
Rabbi Barry Leff Rabbi Yossi Posner Rabbi Moshe Rube
CJFS Staff Lauren Schwartz, MSW Executive Director Cynthia Bryant Catherine Findley Daria Freeman LaBrena Friend Angela Gaines Jasmine Gilchrist Lise Grace Vickie Jackson
Stu Jaffe Pam Leonard Schadell Lewis Erika Marx Jennifer Nemet Amy Peetluk Carolyn Pevey Lynn Rathmell
Gail Schuster Stephanie Sklar Levoy Williams Elaine Witt
Dear Friends & Colleagues, You will see in the pages of this report that 2018 was a year of collaboration, innovation and growth for CJFS. While we are ever evolving in response to changing needs, the core of who we are stays the same. Who we are and how we achieve our mission is evident, right in our name. The “C” in CJFS—Collat—represents not just the Collat family, whose vision and support have enabled our impact, but the community of donors, funders, and volunteers who partner with us in touching lives. Our major funders–the Birmingham Jewish Federation, United Way and the Beeson Fund of Canterbury UMC; The Birmingham Jewish Foundation, which manages our Endowment Funds; and our hundreds of donors and volunteers—people like YOU—power our good works. The “J” in CJFS—Jewish—denotes our roots and underlying values. CJFS was founded to be a safety net for the local Jewish community. Today, CJFS serves people of every religious, ethnic and socio-economic background; however, we are still guided by the Jewish value of Tikun Olam, the concept that we each play a crucial role in “repairing the world.” Our Jewish values direct us to care for the vulnerable among us – an imperative that’s at the heart of our work.
The “F” in CJFS—Family—reflects our staff’s commitment to do what family would do – anything from making sense of a doctor’s instructions, to changing bedsheets, to providing a safe, affordable ride to the grocery. CJFS also cares for the whole family with professional counseling and case management – providing the guidance families need, setting a standard of care that is respected throughout greater Birmingham. Finally, the “S” in CJFS—Service—embodies our purpose, serving individuals and families in response to identified needs. Our program areas— Transportation, CARES Respite, Counseling, Case Management, and Outreach – are designed to support independence and enrich quality of life. In 2018, we served almost 750 people with over 22,000 hours of direct service, and we did it with transparency, with a balanced budget, with a collaborative spirit and with caring hearts. The letters in our name tell just part of the story. The whole of CJFS is so much greater than the sum of its parts, as we hope you will discover in this annual report. Thank YOU for your generosity and for being a part of CJFS! With Gratitude,
Lauren Schwartz Executive Director
Helene S. Elkus Board President
CARES
“As Mom’s dementia grew worse, she didn’t want to leave home and grew isolated. But at CARES, she made friends, played games and had fun. After she died, I started volunteering at CARES. Seeing the smiles on the faces of the participants gives me so much joy. And I feel closer to Mom.” -Suzanne
CJFS’ CARES respite program touches the lives of families like Suzanne’s that are affected by dementia and similar disorders. CARES offers engaging cognitive, physical and social activities for participants while giving their caregivers a much-needed break. In October, 2018, thanks to a new partnership with St. Stephen’s Episcopal Church, CARES moved into a bright, spacious new home in Cahaba Heights. Providing more than 8,900 hours of respite care last year, CARES enriches quality of life not only for the participants and their families, but for our dedicated cadre of over 100 volunteers.
2018 Revenue - $1,438,953 38%
FUND DEVELOPMENT
16%
GRANTS
16%
$225,709
BIRMINGHAM JEWISH FEDERATION $223,146
11%
ENDOWMENT
11%
FEES/CONTRACTS
6%
2%
<1%
$555,340
UNITED WAY
REIMBURSEMENT
$163,191
$154,265
$92,400
$22,250
INTEREST/OTHER INCOME
$2,652
2018 Expenses - $1,392,594 48%
CARE MANAGEMENT $669,240
17%
CARES RESPITE PROGRAM
13%
8%
8%
FUNDRAISING AND G&A
COUNSELING
BUZ-A-BUS
$112,200
$105,156
3%
OUTREACH
$48,016
3%
DIRECT ASSISTANCE
$35,434
$180,764
$241,784
Hands Up Together 2018 Our Annual Fundraising Event 2018 Honorees Karen and Joel Piassick
Gail & Jeffrey Bayer Family* Maggie & Will Brooke Ronne & Donald Hess Margot & Edgar Marx Medical Properties Trust, Inc. Sherri & David Romanoff
Barbara & Gary Gordon Barbara & Jerry Greenbaum Mary & Victor Hanson Mary & David Kimerling Ricky Koslin & Lyons Heyman Rochelle & Michael Koslin Donna & David Kraselsky Sheri & Jimmy Krell Lynn & Benny LaRussa Medjet Candy & Ed Meyerson Judy & Gary Monheit Karen & Brian Perlman Carole & Michael Pizitz Barbara & Stuart Royal Jack Schaeffer Esther Schuster & Allen Shealy Raymond L. Shapiro Liz & Mike Slive Joyce & Gaston Stein Arnold Steiner The Thompson Foundation Judge & Mrs. Scott Vowell Vulcan Materials Company
Gayle W. Leitman Margaret Livingston Judy & Gerson May Carol & B.G. Minisman, Jr. Anne & David Ovson Lenora Pate & Steve Brickman David Reese Jessica Roskin & Alan Davis Judy & James Rotenstreich Nancy & Danny Rousso Amy & Michael Saag Donna & Gary Schiff Family* Joyce & Arthur Serwitz Wendy & Frank Siegal Rhonda & Eric Siegel Roxanne Travelute & Michael Honan Anne & Mike Warren Janet & Leonard Wertheimer* Debbie & Michael White Ilene & Allan Wilensky Elaine Witt & Michael Sznajderman
Creating Community
Becoming Family
*Fund of the Birmingham Jewish Foundation Z”l of Blessed Memory
Honoring Life
Collat-Goedecke Families Sheryl & Jon Kimerling Family Piassick Family Foundation: Joan, Peter, Ray & Jared Swartz and Emily, Louis & Ethan Piassick
Enhancing Independence JudyZ”l & Hal Abroms Anonymous Kathryn & Raymond Harbert
Providing Care
Blue Cross Blue Shield of Alabama Georgia Ann & David Boutwell Will Donaldson & Steve Holmes Drummond Company, Inc. EBSCO Industries, Inc. William Cobb Hazelrig Ricki & Lanning Kline Judy & Morris Kriger Legacy Group of Atlanta at Morgan Stanley Faye & Robert Levin Lisa & Charlie Miller Marjorie Perlman & Jay Stern Regions Bank Bunny & Joel Rotenstreich Kim & Neil Roth Lana & Stephen L. Royal Family* Susan & David Silverstein UAB Administration
Preserving Dignity
Gail Andrews & Richard Marchase Anonymous Baker Donelson Michelle Bearman-Wolnek & Seth Wolnek Candy & Stephen Berman Robin & Marc Bloomston Lydia Cheney & Jim Sokol Denaburg Investments Ellen & Fred Elsas Ilene Engel Lisa & Alan Engel Carol & Jimmy Filler Brenda & Fred Friedman
Louise & James Abroms Bruce Alexander Karen Allen Anonymous Bernice Barstein*z”l Harry H. Bayer Suzanne & Howard Bearman* Star Bloom Jane & Joe Bluestein Brasfield & Gorrie Theresa & James Bruno Eleanor Godfrey-Burnick & Daniel Burnick Cobbs Allen Lynne & Mark Cohen Caryn & Steven Corenblum* Lori & Stephen Dorsky Helene Elkus Beverly & Stanley Erdreich EW Motion Therapy Cathy & Paul Friedman Catharine & Edward Friend Sherron & Allan Goldstein Betty Allenberg Goldstein Debra & Joel Goldstein Lise Grace Melanie & Jay Grinney Ginger & Jerry Held* Cissy & Leonard Held Lucy & Stu Jaffe Julie & Howard Koch Rachel & Marc Labovitz Randi & David Landy Leavell Investment Management, Inc.
Event Co-Chairs
Sheryl and Jon Kimerling
Event Committee Hal Abroms Gail Andrews Gail Bayer Jeffrey Bayer Maggie Brooke Will Brooke Will Donaldson Nancy Goedecke Kathryn Harbert Raymond Harbert Donald Hess Ronne Hess Steve Holmes Ricki Kline Sheri Krell Faye Levin Daniel Odrezin Meredith Odrezin Carole Pizitz David Romanoff Bunny Rotenstreich Joel Rotenstreich Stephen L. Royal Amy Saag Jim Sokol C. Samuel Todd
Outreach
â&#x20AC;&#x153;Before Cyber-Seniors, all I knew how to do was email. Now, I can text and make graphs and everything else I want to do with my computer and phone." -David CJFS Outreach programs include a variety of educational community engagement programs and volunteer opportunities. In 2018, these included the Navigating Aging Lunch & Learn, English as a Second Language classes, Shabbat Services at retirement communities. In 2018, with support from the Wells Fargo Foundation in partnership with UAB and Samford University, more than 100 older adults participated in our Cyber-Seniors programs in which they were paired with college-aged technology mentors. Our learners reported overwhelmingly that the program helped improve their technology skills, which enabled them to feel socially connected. The mentors reported that the experience was meaningful, and they developed greater empathy for the challenges people face as they age.
Counseling
“If someone you know lives with inner turmoil or debilitating thoughts, you should urge them to seek help—and, from my experience, CJFS is a wonderful place to start.” -CJFS Counseling Client
The Licensed Clinical Social Workers of CJFS provided confidential group or individual counseling for 104 people in 2018, improving mental health and well-being. Through trusted, therapeutic relationships, clients find a safe space to address such issues as depression, anxiety, relationship problems, grief or loss, aging issues, divorce, adjustment challenges and more.
Dollars saved on prescriptions and premiums through Medicare Part D consultations
Volunteers who gave their time to help CJFS extend its impact
Rides on our Buz-A-Bus to the doctor, shopping, recreational activities and other destinations
Percentage of older adults in our Comprehensive Case Management program who are able to continue living at home safely and independently
Donors who gave generously to make our work possible
Hours of CARES respite that enhanced quality of life for families affected by Alzheimerâ&#x20AC;&#x2122;s and related disorders
People who found support in CJFS Counseling to cope with the stresses of everyday life
Hours of bathing, laundry, meal preparation and other in-home care provided to disabled and older adults
Buz-A-Bus
“Everyone looks forward to the annual Buz-A-Bus trip to the Farmer’s Market. Our clients enjoy buying produce directly from the farmers, and it’s a treat for everyone to have an outing together.” -Amy, CJFS Assistant Care Manager
The wheelchair-accessible Buz-A-Bus provides affordable door-to-door transportation for older and disabled adults. The bus provides access to healthcare, nutrition, recreation, socialization and more, enabling riders to sustain their independence in the community. In 2018, thanks to a new grant from ITN America, CJFS offered 78 free rides for vision care.
Donors
Z”l
Z”l
Z”l
Donors
Personal Care
“With Schadell’s help my life is much better. In fact, without her, I don’t think I could stay in my apartment. She’s worth more than gold …she really is.” -Margie
The Personal Care program enables older and disabled adults like Margie to remain in their homes for as long as safely possible. Margie can no longer change sheets on her own or bend to scrub her bathtub, but thanks to Schadell, her home remains clean and neat. Through weekly visits, Schadell monitors Margie’s well-being, giving her family peace of mind. Personal Care is a service of our Case Management program, which offers guidance, support and care to older adults and their families. In 2018, with grants from the Community Foundation of Greater Birmingham and Hugh Kaul Foundation, CJFS was able to expand the Personal Care program, which provided nearly 5,200 hours of bathing assistance, meal preparation, laundry service and light housekeeping for low-and moderate-income adults.
Donors Zâ&#x20AC;?l
Program Grants
Contributions to CJFS Funds in the Birmingham Jewish Foundation
Zâ&#x20AC;?l
CJFS Endowment Funds as of December 2018
We are grateful for the generosity of all our donors and volunteers, and we apologize in advance for any possible errors or omissions in this report. Please contact us if you notice a discrepancy, to help us accurately acknowledge all donors and volunteers in future communications.
3940 Montclair Road, Suite 205 Birmingham, AL 35213 205.879.3438 www.cjfsbham.org
-Jane, 78
â&#x20AC;&#x153;My independence is important to me, and with help from CJFS, I am still able to live at home.â&#x20AC;?