Jewish Federation of Greater Dallas $35,907 Core Allocation $41,600 Impact Grant for a NurseElsie and Marvin Dekelboum Family Foundation $32,655 New Van $4000 Special Software for Secure Client RecordsThe Orien Levy Woolf and Dr. Jack Woolf Charitable Foundation $65,000 for Day Habilitation and Community Relations Programs

$30,000 Presenting SponsorMichael Family Charitable Fund of Communities Foundation of Texas- Patricia and Andrew Michael

$18,000Leo & Rhea Fay Fruhman Foundation – Beverly and Joe Goldman

$10,000Pioneer Natural Resources – Fran and Mark Berg / Betsy and Mark KleinmanWilliam and Sylvia Zale Foundation

$5000Lisa and David Genecov *Staci and Jeff Mankoff *Beverly and Cary Rossel

$2500AnonymousKatherine AlbertMinnie and Keith BlackwellBecca and Allen BodzyFlorence KramerShirley and Herman MorrisBarbara and Stan RabinRicki and Gabe ShapiroTexas Jewish PostGilian Baron/ Susie Carp/ Beth Konig/ Weezie Margolis/Lisa Rudner/ Betty Spomer

$1000Anonymous (2)Carol and Steve AaronMelissa and Baer AckermanAndres FamilySusan and Evan BatesKatherine BauerJanet and Jeff Beck

$1000 Lisa BeckermanCathy and Joel BrookCarr, Riggs, and Ingram, LLCKim and Jeff ChapmanTracey and Jacob ChernerSandy and Ron CohenCustom Integrated SystemsMarni and Seth DavidowElise and Robert DonoskyBarbara and Michael DonskyFran and David EisenbergAnne and Alan FeldJulie and David FieldsLaura and Rich FineDena and Eric FrankfurtEileen and Stanley FranklinJanis and Dan GailThe Chortek Family/ The Gambino FamilyLinda and Dave GarnerLisa Atlas Genecov and Jeff GenecovBarbara and Larry GlazerCathy and Craig GlickHerbert Goldberg Co.- Shelli and Marshall Goldberg/ Lauran and Robert GoldbergLisa and Neil GoldbergJulie GoodmanMarcy HelfandGreta and Howard HerskowitzYnette and Jim Hogue*Carole Ann and Jay HoppensteinAngela Aaron HorowitzJudy and Jeff Kogutt*Leslie and Steven LevinCarol and John LevyEllen and Jim ListonGail and Peter LoebMarsh & McLennan AgencyBobbi and Richard Massman

Annual Report2017

November 1, 2016 – October 31, 2017

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OfficersSusan Bates, Ph.D.PresidentJim ListonPresident-ElectRicki Shapiro1st Vice PresidentBrett Diamond2nd Vice PresidentAlan ChamisonTreasurerBrian BertcherAssistant TreasurerMelissa AckermanSecretaryMichael TodresImmediate Past President

Chief Executive OfficerLisa J. Brodsky, MSSW

Executive CommitteeMembers at LargeDr. Joel BrookElise DonoskyRichard FineDavid Romick

Board of DirectorsKatherine AlbertMichelle BeckermanMinnie BlackwellKevin CooperEileen FranklinBarbara GlazerBeverly GoldmanZelda HantzMarcy HelfandHoward HerskowitzBetsy KleinmanFlorence KramerLaura Lacritz, Ph.D.Ethan MilkesDavid MillheiserLindsey ReinhardtBeverly RosselMarian SpitzbergCorey TodresIlene Zidow

Advisory CouncilSharon ChortekGayle G. JohansenSusan KramerLeon LevinGail LoebStuart A. MorseJohn D. RosenbergJason SandlerMarilyn SchafferRabbi David E. SternNancy SzorSam UtayCarol Wigder

Past PresidentsSanford (Tex) Fagadau, Ph.D.*Barbara GlazerMilton J. (Bill) Greene*Barbara GutowMarcy HelfandFlorence KramerMilton P. Levy, Jr.*Carmen Miller Michael, Ph.D.*David MillheiserCheryl Moore*Stuart A. MorseJohn RosenbergLarry SchoenbrunHerbert Shore, Ed.D.*Allen Udisky

Honorary Life MembersMilton P. Levy, Jr.*Carmen Miller Michael, Ph.D.*Mrs. Henry S. Miller, Sr.*H.S. (Buddy) RosenthalHerbert Shore, Ed.D.**of Blessed Memory

2017 BOARD

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13101 Preston Road, Suite 312 Dallas, TX 75240 Tel 214.373.8600 Fax 214.373.8601 chaidallas.org

Licensed by TX Health and Human Services Commission and Certified by Texas Workforce Commission

“A PARTNER AGENCY OF THE”

COMMUNITY HOMES FOR ADULTS, INC.Helping adults with intellectual disabilities lead meaningful lives

OfficersJim ListonPresident

David RomickPresident Elect

Melissa AckermanVice President

Brian BertcherVice President

Marian SpitzbergVice President

Susan Bates, Ph.D.Immediate Past President

Chief Executive OfficerLisa J. Brodsky, MSSW

Executive CommitteeMembers at LargeMinnie BlackwellDr. Joel BrookBeverly GoldmanRicki Shapiro

Board of DirectorsDavid ChortekKevin CooperBrett DiamondElise DonoskyRichard FineEileen FranklinJanis GailJulie GoodmanMarcy HelfandMichelle Kandalaft, Ph.D. Betsy KleinmanLaura Lacritz, Ph.D.Lisa MaberryDavid MillheiserLindsey ReinhardtBeverly RosselRuthie ShorLonna Rae SilvermanAdam Ulevitch

Past PresidentsSusan Bates, Ph.D.Sanford (Tex) Fagadau, Ph.D.*Barbara GlazerMilton J. (Bill) Greene*Barbara GutowMarcy HelfandFlorence KramerMilton P. Levy, Jr.*Carmen Miller Michael, Ph.D.*David MillheiserCheryl Moore*Stuart A. MorseJohn RosenbergLarry SchoenbrunHerbert Shore, Ed.D.*Michael TodresAllen Udisky

Honorary Life MemberH.S. (Buddy) Rosenthal

*of Blessed Memory

Teabenefiting Community Homes for Adults, Inc.

$1000 Frankie and Jerry MichaelsonTricia and Paul MichaelsonJana and Bob MilsteinLottye Brodsky Lyle/ Bette MorchowerCarol and Stuart MorseLinda and Chris NajorkElaine and Trevor PearlmanPegasus BankLaurie and Todd PlattRaelaine and Paul RadnitzThe Retail Connection- Lisa Lieberman and Ruthie ShorAnn RosenbergKerri Aikin and John RosenbergThe Schultz and Romaner Families *Karen Dubrow and David RomickJeri Lyn and Jeff SebertMarian and Jack SpitzbergPam and Richard SquiresWendy and Marc StanleyRhona StreitJanice Sweet Weinberg/ Maddy UnterbergSam UtaySandra and David VeederVeritex Community BankIMA|WaldmanKaren WeinrebHilarie and Peter WeinstockDonna and Herb WeitzmanCheryl Colen and Gay WinterLois WolfEthel Zale

* Philanthropic Fund of Dallas Jewish Community Foundation

Grants and BequestsMarilyn Ruekberg $25,000 General Operating GrantFeldman Family Foundation $5000 General Operating Grant The Pollock Foundation $5000 General Operating GrantSylvan T. Baer Fund $1311 GrantKalman and Ida Wolens Foundation $500 Sponsored Picnic for CHAI’s Special Plano Symphony Orchestra Concert in the ParkCongregation Beth Torah Men’s Club $500 Contribution from Annual Kosher BBQ Cookoff

Special Thanks to NorthPark Center and to their retailers: Elie Tahari, Pinto Ranch, Rebecca Taylor and CH Carolina Herrera for coordinating a beautiful Fashion Presentation

We thank all the generous donors who made contributions, attended the event, and purchased items from our “Giving Trees”.

$45,000Anne and Alan Feld

$20,000Anonymous

$17,000Leo and Rhea Fay Fruhman Foundation

$15,000Wal-Dot Foundation

$10,000Anonymous Pioneer Natural Resources

$7500Fran and Mark Berg

$5000Sherry and Ken GoldbergMarjorie Levy and FamilyStaci and Jeff Mankoff

$3600Beverly and Cary Rossel

$1800-3599Anonymous Barbara and Larry GlazerYnette and Jim HogueBetsy and Mark KleinmanSusan and Allyn KramerBarbara and Stan RabinNancy Kasten and David SternDavid Weinreb

$1080-1799Carol and Steve AaronSusan and Evan BatesLaurie and Dan GoetzMarcy HelfandMarsha and Mike LevEllen and Jim ListonSarah and Alan LosingerCarol and Stuart MorseKerri Aikin and John RosenbergIke and Fannie Sablosky FoundationLeslie* and Howard SchultzMarian and Jack SpitzbergEdith and Herbert Stehberg TrustNorth Texas Giving Day Bonus Money

$540-1079Melissa and Baer AckermanSol and Estelle Barzune Endowment FundKatherine BauerJanet and Jack BaumKirschner-Bookatz Family FoundationSharon and David ChortekRoxy and Brett DiamondElise and Robert DonoskyNanci and Don DubrowEileen and Stanley FranklinMichelle and Marshall FunkPaula and Russell GentryBerta GoetzElaina and Gary GrossBernard JosephAnn G. KahnLouise W. Kahn Fund of Dallas FoundationCarol and Mark KreditorZelen and Bob LovittLisa and Mike MaberryLaurie and Todd PlattJoan and Rob PollockElizabeth PriceRaelaine and Paul RadnitzSerena RitchKaren Dubrow and David RomickCelia and Larry SchoenbrunLinda and Clint SchuhmacherJeri Lyn and Jeff SebertRicki and Gabe ShapiroRuthie and Alan ShorCindy and Stuart SpechlerFreda Gail Stern *Rosalie TaubmanTrudy and Benedict TerminiTexas Torah InstituteLouis WadelKaren and Howard Weiner

$360-539Sheri and Larry BerkAlicia and Brian BertcherMinnie and Keith BlackwellLinda and Steven BlasnikLisa Brodsky and Beth YoungBob CooperRuth and Wallace CowanTaryn and Eddy Daniels

$360-539 Paddy and Barry EpsteinJanis and Dan GailRebecca and Jacob GoetzSusan and Martin GolmanLois W. Gordon Endowment FundBarbara and Bill GutowGreta and Howard HerskowitzAngela Horowitz and Doug FrenchGary HorowitzVeronique and Hylton JonasSandy and Mark KamanMercy and Ed KettlerJudy and Jeff KoguttPatricia and Howard KrainesLynne and Stuart LautinMarilyn and Zeck LiebermanFrankie and Jerry MichaelsonMarilyn and Allan NeustadtMyra and Stuart PrescottJanine and Charles PulmanElisa and Steve ReiterMarilyn and Stan RothsteinPeachy RudbergGene SchanbaumJan and Michael SchrimmerPhyllis and Ron SteinhartJackie and Stve WaldmanIlene and Perry Zidow

$180-359Anonymous (1)Phyllis Alper-BloodMimi AronoffBank of America Charitable FoundationJulie and Steve BantaLynn and Mark BernsteinDiane and David BirkBrenda and Ron BlissBarbara and Barry BrownCarol and Edward BurgerNina and Bob CortellHolly Hope and Christopher CurrinWyona and Maurice Efune

Beth Torah Men’s Club gave us some of the proceeds from their Dallas Kosher BBQ Championship for the third year in a row.

A grant from the Woolf Foundation supports activities like this painting class where residents created artwork for our new tribute cards.

Jewish Federation’s allocation and grants provide vital funds and our visits with groups like their YAD LEADS bring smiles and joy.

Expenses • Admin Central Office Expenses, • Fund Raising Printing, Postage, Event Expenses• Programs Resident & Client Care (including salaries) Transportation & Activities

Revenues • CHAEF Distribution from Endowment Funds • Special Event CHAI Tea event• Contributions Annual Campaign, Tributes, Grants • Client Services State Reimbursement & Client Payments

Support & Revenue

Functional Expenses

Fiscal YearNovember 1, 2016 – October 31, 2017

$180-359 Jerry ElyEllen FeibelFluorRozelle and Richard GilmanShelli and Marshall GoldbergJulie GoodmanFrances and Allan HarrisJoyce and Jim HortonLaurie and David JudsonMichelle Kandalaft and Arash Ahmadi-TehraniJanet and Gary KanerRuth and Harold KleinmanLaura LacritzMarcy and Lew LefkoBetty and Jay LorchNancy MarcusPatty and David MillerPeggy and Dave MillheiserShelley Van Derven and Joe MilkesLynda and Gordon NewmanJody and Mel PlattStephanie and Dan PrescottRuth RobinsonLisa and Steve RudnerElaine and Morris RutchikJanice SchrimmerLisa and Don SchwarzJackie and Myron SchwitzerCarol and Barry SobolPhyllis and Joe SomerJoseph and Helen Swiff Memorial FundJane and Mike TodresAlla and Vladamir TsurkanSheri and Allen UdiskyMarc WolensKatherine Krause and Warren Zahler

*of blessed memory

2017 ANNUAL CAMPAIGNA Message from the CHAI Board President and CHAI CEOWe are happy to report 2017 has been a fulfilling year for CHAI on several fronts, including serving our mission to residents and non-resident clients, increasing community participation, improving our facilities, meeting fundraising and fiscal performance targets, continuing our learning, and having some fun along the way.

We recognized last year, since CHAI had been in existence for 34 years, some of our residents were facing aging issues at an increasing rate and we needed to prepare our agency to better understand their needs. So, in 2017 we formed an Aging Residents Task Force made up of several CHAI board members and staff, as well as leaders and professionals from our partner agencies and service providers in the community. This task force has made great strides in preparing CHAI to meet our residents’ needs and increase community preparedness. We surveyed how other communities in the U.S. are serving the needs of their aging members with intellectual disabilities. We found that CHAI, and the Dallas Jewish community by extension, is one of the catalysts on this important front.

Thanks to a generous bequest from Ludwig Michael, husband of our late founder Carmen Miller Michael, of blessed memory, we were able to begin updating our homes. During the year, we remodeled Levy House with updated kitchens, bathrooms, flooring, lighting, and paint; and we have recently begun the remodeling of Miller House. These cheerful improvements are exciting for our residents, staff, volunteers, and other visitors.

CHAI achieved another consecutive year of successful fiscal performance and that is no small task. Our Annual Campaign as well as our special event, the CHAI Tea, both exceeded their fundraising targets. This accomplishment, as well as sound budgetary management by our staff, enabled CHAI to cover its costs and build its operating reserve in 2017. This is especially encouraging in light of increasing pressure on Medicaid and other government funding sources that caused a decrease in our revenue for some of our programs.

CHAI achieved another milestone in 2017 thanks to our wonderful volunteers who performed approximately 1000 hours of service to our residents and organization. Your dedication is so appreciated and enjoyed by all.

Thanks to each of you for your support. You have enabled CHAI to have another good year. More importantly, you have enabled our residents and non-resident clients to thrive.

Lastly, CHAI recently experienced a great loss when Sheryl Protas, who had been a resident of CHAI for 27 years, succumbed to illness. We all miss Sheryl, but are better because we knew her. While losing Sheryl was so sad, it was so uplifting to see how our staff and community came together to care for and remember her.

Thanks so much to all of you,

Jim Liston Lisa BrodskyBoard President Chief Executive Officer

Jim Liston

Lisa Brodsky

Mission StatementCommunity 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 35 years, 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 into the future. On behalf of those families we say: “Thank You!”

Donors helped increase the quality of life for the individuals served at CHAI and are listed here in categories from $180 and up.