June 2010Ted Hanley, Executive Director Page 1 The Jesse Tree 1 st and 2 nd Quarter Reports - 2010...

June 2010 Ted Hanley, Executive Director

The Jesse Tree 1st and 2nd Quarter Reports - 2010

Ted HanleyExecutive Director

The Jesse TreeP.O. Box 575

Galveston, Texas 77553409-762-2233

[email protected]

"A shoot will come up from the stem of Jesse; from his roots a branch will bear fruit." Isaiah (11:1)

June 2010

Overview 2010:

The New Year 2010 is a transition year for The Jesse Tree. At the end of September a huge portion of storm-related, federal funding will end. Fortunately, we have had good guidance and used the funding to subsidize existing positions and only hired part-time individuals to fill gaps. Our goal is to replace these funds to continue our operations and increase our stability. We have served our clients admirably. We have sustained and assisted the staff, as well.

The financial story for the past six months has been fairly static; we have prepared a fund-raising and grant-writing schedule to address these needs in the second half of the year. The storm-related funding has served as a "fixed-income" giving us time to attend to some of the other storm-related issues, such as facilities, vehicles and operations. We have also worked to adapt policies and procedures to the "new normal" that is emerging in our daily operations.

We have prepared a six month report to give you an update on how The Jesse Tree is connecting, rebuilding and uplifting those with whom we work.

Ted Hanley, Executive Director


June 2010

January Highlights:

Entering the New Year:

Galveston Housing Authority DHAP Contract for case-management

Social Service Block Grant (SSBG) Projects Continue

SSBG/UTMB Medical Consortium

SSBG/Gulf Coast Center/Mental Health Consortium

SSBG/ADA Women’s Center Case Management Project

City of Galveston (HUD) HPRP Rent Assistance Project

UTMB President’s Cabinet Prescription Assistance Project

UT Diabetes Initiative Begins (Kirk Smith, MD/Juan Pena)

Bolivar Immunization Event

ESL Classes resume at Jesse Tree (morning/evening)Ted Hanley, Executive Director

June 2010

February Highlights:

PEF Grant Request Due/PEF Site Visit

UTMB Student Association Presentation

Kempner SSBG Loan Approved ($167,000 to kick-start SSBG process)

“Take Action” Coach Training offered

UT Austin - Bruce Wederski begins internship w/HELP Project

Dickinson ISD – Diabetes Presentation (Darlene Cass, RN)

UTMB Family Medicine Bolivar Clinic Project

Kal Purohit, MD/UTMB Student MPH Internship

JT Staff/Unitarian Bowlers make bowls for upcoming event

Dr. Brian Smedley, National Health Disparities Expert visits JT

Food Fair expands to League City – The Spirit and Truth CenterTed Hanley, Executive Director

June 2010

JT Boot Camp begins (see “JT Boot Camp Report” and Matrix)

Diabetes Team Training begins/Take Action Coach Training

County Training Project – Darlene Cass, RN

Tiki Island Chapel – presentation

GHA Meetings – Ray Lewis GHA

College of the Mainland Glaze-A-Thon

Galveston County Health Fair

Homeless Network Meeting

Inventory – all HELP Equipment/Consumable products

Madeleine/Ted – Frost Bank Line of Credit renewal

Sheila Savage/Patrick Denasi temporarily join staff as “Special Agents”

March Highlights:


June 2010

Family Medicine Bolivar Clinic project development

Boot Camp “tag-up” phone conferences three times weekly

Galveston County Health District presents award to Jesse Tree

Attended Moody Methodist Parenting Support Network

Website Review/Improvements www.jessetree.net

Meetings with Gleanings from the Harvest re: collaboration

The Seventh Annual Empty Bowl Event – Garten Verein

Jeremy Mueller – Foundation inviting proposal from JT (Canada)

Reviewed Employee Handbook for post-Ike revisions

Received donation of furniture from FEMA

Community Action Council visits Food Fairs/Views Case-Management System

April Highlights:


June 2010

JT Boot Camp Ends 5/31 (see Boot Camp Matrix and Report)

President’s Cabinet Rx Assistance Project Quarterly Report

Conquering Cancer Planning Meeting

IT Team Re-trains Resource Coordinators

Major Health/Senior Food Box Events – Holland House w/Frontera de Salud

Beach Patrol Annual Training – Survivor’s Support Network

Mass Casualty Training Event (Recent episode July 3, 2010)

Presentation to Dr. Michael Elam College of the Mainland

Meeting with Looper Family Foundation

May Highlights:

Ted Hanley, Executive Director, The Jesse Tree

June 2010

“Make it Happen” Phase begins…

Apple a Day Café re-opens

Lenell York participates in AHEC Community Health Worker Training Program

Exercise Classes begin in conjunction w/Chronic Conditions Management

Portable Clinic Arrives

DOW Community Grant Workshop/Grant proposal

John Davis/Christus Foundation/Holiday fundraising ideas

Glenn Ferguson – 2008 limited scope audit; 2009 - 990 extension

Meetings with Katherine Maxwell, CPA - re: 2009 Audit and Federal Single Audit

Re-gifting bulk donations to other agencies/ministries (after inventories)

Print Shop upgrades/Moved Server to Georgetown

June Highlights:


June 2010

Boot Camp Summary:

The Jesse Tree “Boot Camp” was implemented to get everyone and everything “in shape” toward sustainability and greater stability. Acting as “Boot Camp Trainer”, Beth Caplan coordinated daily and weekly meetings to identify all aspects of operation that would be analyzed, inventoried, modified or improved. Sheila Savage and Patrick Denasi were hired as “Special Agents” to oversee and coordinate specific Boot Camp related jobs and to document and create systems that would be put in place to sustain these newly developed systems in the future. Boot Camp was highly successful. A Matrix of activities provides a look at the spectrum of accomplishments. (see Boot Camp Matrix)


June 2010

Example from Boot Camp Matrix:

1 Fundraising (Ted) High Priority for Post-Boot Camp Work.

1a “One in a Million” – local campaign Ted Tied to JT Launch Event

1b “One in a Million” – national campaign Ted Tied to JT Launch Event

1c Empty Bowl Event 2010 Ted/Madeleine High

Complete – Other than “lessons learned” for 2011; compile the “debrief”

questionnaire; potential expansion of bowl makers; Ted reserved Garten Verein; and

potential increase in the size of the event; continue to promote leftover bowls; look at

selling leftover soup next year; recipes on web

Pictures need to go to restaurants; copy of article can accompany that

1d In-House Fund Collection Ted

1e Million Penny Campaign Ted

1f Collector's Gallery Ted: Fernando + others Work to be done week of 5/24: label & price items; transport to the shop


June 2010

Another example:

2 Policies and Procedures—Operational Darlene et al.

2a Personnel Handbook Billie Rae Work in progress: Ted still reviewing on 5/24

2b Training on Personnel Handbook Sandra Post completion of Personnel Handbook

2c Training on P&P's (personnel handbook) Darlene & David

Schedule a training day for June 1 st @ noon-2 pm: “Inventory training; Accessing

services”; for all staff OTHER than Leadership Team (TDD should attend); OTHER

TRAINING is TBD

2d Volunteer Handbook & Training Ted Short Version Complete by 3/20; Long Version due by 4/15

2e Operations Manuals Darlene TBD

2f Handbooks, P&P's etc, uploaded to JT internal website Darlene TBD

3 Galveston County Training Project Ted (w/Team) High

Discussion pending; w/Ted, Beth, BR, Terry Bleier Paul—tie to fund developmentTed Hanley, Executive Director

June 2010

One more example:

28 Clean out Main Building

28a Create inventory of items

28b Assess where different items/categories of items go

--Give away/re-gift to other agencies/ministries

--Incentives for classes, food fairs, participation in

phone surveys, etc

28c Find storage for items to be retained

Still need a space for Educational Materials to be retained—one of two open rooms

will be named for that

28d Develop Training Material

28e Develop & document distribution strategy

28f Create inventory tracking system

28g Train volunteers, staff

28h Archive training material for future use

29 Re-launch Apple a Day Cafe Post Boot camp report/Post Quarterly Report


June 2010

Making it Happen:

As a result of “Boot Camp” we emerged with a vision of how and what actions were appropriate for The Jesse Tree to move toward greater stability. This phase is called: Make it Happen - It includes:

Board Development

Search Committee for Board President, Executive Team

Formation of Advisory Councils for Geographic Regions

Refined Financial and Bookkeeping Responsibilities/policies, etc.

Financial Best Practices; CFO; audits; purchasing, etc.

Fundraising and Fund Development/Contracts for Service

More effective/efficient Operations:

Mobile, wireless, branch operations to reach those most in need

Developing new curricula for Chronic Conditions Management

Outreach and Training


June 2010

Personnel and Staffing:

The majority of the staffing has remained constant in the past six months, there have been three resignations and one hire;

• Ray Brown, Rx Assistance took a position with TIRR (SSBG Partner)*

• Zee Walker, Nutrition Center took a position with Gulf Coast Center (SSBG Partner)*

• Billie Rae Gillas, Bookkeeping resigned

• Larry Charpentier, Bookkeeping hired 7/2/10

The Jesse Tree continues to support four Operation SER (senior employment) positions on the island and mainland.

• Mr. James Jackson, Facilities Mgmt suffered a stroke in June and is on leave.

*will not replace these positions (have filled them from within)


June 2010

Jesse Tree Services 1st Quarter:

Clients Seen from 01/01/2010 to 03/31/2010 (data taken from WebCare):

• Unique Clients Seen or Households = 1,829

• Total Individuals in Households = 3,305

• Unique Visits = 2,667

• Total # of Individual JT/Services = 6,827

• Total Value of JT/Services = $386,699

• Total # of Individual Referrals = 2,585

• Total value of referrals = $725,083


June 2010

Jesse Tree Services 2nd Quarter:


• Unique Clients Seen or Households = 1,940

• Total Individuals in Households = 3,495

• Unique Visits = 3,137



• Total # of Individual Referrals = 2,002



June 2010

Galveston Housing Authority:

The Jesse Tree is under contract with GHA to provide case-management services to the population of individuals and families eligible for the Disaster Housing Assistance Program (DHAP); two fulltime Resource Coordinators work at 4700 Broadway in the Island Community Center serving this population.


June 2010

DHAP Report 1st Quarter:


• Unique Clients Seen or Households = 196

• Total Individuals in Households = 416

• Unique Visits = 214

• Total # of Individual JT/Services = 544


• Total # of Individual Referrals = 267



June 2010

DHAP Report 2nd Quarter :


• Unique Clients Seen or Households = 307

• Total Individuals in Households = 670

• Unique Visits = 301



• Total # of Individual Referrals = 590



June 2010

Nutrition Services 1st Quarter:

In the first quarter, The Jesse Tree hosted:

29 Food Fairs – ($50 value ea.) serving 4,282 House holds with12,877 family members, Total tonnage = 226,941 with a Total Value of Inventory = $238,350

Houston Food Bank - 39 Deliveries Total weight = 328,555 tons valued at $372,021

Pantry – ($40 value ea.) Total # households = 1,090 ; Total # in households = 2,632 Total value = $43,600

Snack Packs – ($5 value ea) 18 served, valued at $90.00

Sr. Food Box – ($25 value ea) 533 individuals Total value = $13,325.00

Hospitality – ($2 value ea.) served daily to all visiting The Jesse Tree

1st Quarter Totals:

6,031 individuals

16,422 family members

$276,419.00 Total value of all servicesTed Hanley, Executive Director

June 2010

Nutrition Services 2nd Quarter:

In the second quarter, The Jesse Tree hosted:

29 Food Fairs – ($50 value ea.) serving 4,688 Households with 13, 531family members, Total tonnage = 37,023 with a Total Value of Inventory = $234,400

Houston Food Bank - 28 Deliveries Total weight = 289,417 tons valued at $ 343,150

Pantry – ($40 value ea.) Total # households = 839 ; Total # in households = 2,030

Total value = $ 33,560

Sr. Food Box – ($25 value ea) 531 individuals Total value = $13,275

Hospitality – ($2 value ea.) served daily to all visiting The Jesse Tree

2nd Quarter Totals:

6,063 individuals

16,110 family members

$281,485 Total value of all services



The Jesse Tree and Frontera de Salud

In a collaborative project The Senior Food Box recipients are provided with well-checks and additional medical care at home in both Gulf Breeze and Holland House - 2010

June 2010

Jesse Tree SSBG Report:

The Jesse Tree is participating in three Social Service Block grant (SSBG) funded projects. The federal, Hurricane Ike related funding come through the Houston-Galveston Area Council to:

UTMB Office of Health Policy and Legislative Affairs – Medical Consortium:

Total Award: $502,000

To date we have spent 57% personnel and 29% direct assistance

The Gulf Coast Center – Mental Health Consortium

Total Award: $121,000 – to date we have spent 60% personnel

The Alcohol and drug Abuse Women’s Center:

Total Award: $ 84,000 to date we have spent 20% case-management/Direct Assistance


June 2010

The Jesse Tree HUD Funding:

The Jesse Tree received $185,000 through The City of Galveston for a HUD funded, rapid-re-housing initiative known as “HPRP” allowing eligible individuals $500 rent assistance for up to three months.

Total # clients served through the HPRP Initiative:

*This project has created a significant cash-flow problem in that reimbursements are not received in a timely fashion and have exceeded $35,000 in one billing cycle. The documentation and reporting are excessive and the grant does not allow sufficient funds for “indirect costs”.


June 2010

Portable Medical Clinic:

In June, The Christian Alliance presented a gift of a portable clinic to The Jesse Tree, replacing the one lost in Ike.

(The Jesse Tree paid $30,000 for the previous clinic)


June 2010

Disaster Preparedness:

• On-going in-service training and planning has been done to prepare for the 2010 hurricane season.


June 2010

Chronic Conditions Management:

Diabetes ProgramHypertension ProgramStanford CurriculumStress ManagementExercise ClassOT Class


June 2010

Statistics on Diabetes Classes:

Chronic Conditions Self-Management:

• 43 participants Galveston/English

• 6 Hitchcock/English

• TOTAL: 49

Diabetes Self-Management:

• Year to date

• 72 participants Galveston/English

• 74 participants Galveston/Spanish

• 43 Hitchcock/English

• 59 LaMarque/English

• 43 LaMarque/Spanish

• TOTAL: 291



Diabetes ClassesGive a person a fish to eat for the day, then teach that person to fish for a lifetime of healthy eating….

June 2010

IT/Information Services

www.jessetree.net Bilingual Telephone HelplineThe Jesse Tree Journal


June 2010

Jesse Tree Vehicles - Fleet

The “office van” has proven an effective and efficient way to reach populations in outlying or remote areas. Accompanied by the “cargo” van, the caravan has been regularly serving the Bolivar Peninsula.


June 2010

Recovery from Hurricane Ike

The main building at 2622 Market Street is being used to its maximum capacity as a warehouse and distribution center.

The property in Crystal Beach remains boarded-up and unusable. To re-open that property would require elevating it to current code; the office van is a more effective way of serving the peninsula.


June 2010

The Jesse Tree Financial Report

Please refer to the following:• Consent Agenda of Board Business• Boot Camp Matrix• 1st Quarter Balance Sheet/P&L Report• 2nd Quarter Balance Sheet/P&L Report• Fund Development Report (Ted)• Fundraising Opportunity


June 2010

Upcoming Jesse Tree Dates/Events:

Dates to be determined:• Board Meetings

• Search Committee • Fund Development Committee• Special Fundraising Committee

Advisory Council Meetings:• Galveston Island• Galveston County Mainland• The Bolivar Peninsula• The Jesse Tree, Inc.


June 2010

Disaster Preparedness:

The following are examples of slides developed to assist in disaster planning. Everyone, including Board Members should be prepared for the unexpected. We can help!



Important Documents


Grab and Go Bag/Box


Emergency Supply Kit

June 2010

During Evacuation:

The Jesse Tree staff has been trained to communicate using a conference bridge that allows multiple callers to connect using a conference line and access code.

In the event of an evacuation, Staff members will call in at Noon and 6PM daily until everyone has been accounted for and remote operations established.


June 2010

Conference Bridge…

The Jesse Tree staff will meet by conference call daily at Noon and 6PM by calling the Conference Bridge Line at the following number:

Dial (218)-486-1600

Pass code: 539658

Follow the instructions on the phone.


June 2010

The Jesse Tree Update

Please do not hesitate to call or email with questions, concerns and suggestions:

Ted Hanley (409) 682-6218

Email: [email protected]



Who rang that bell???Board Member, Bets Anderson rings the bell to signal the time to select your bowl at the Seventh Annual Empty Bowl Event held at the Garten Verein – April 2010


Thank you for joining us…Madeleine Baker, Board President and person responsible for bringing The Empty Bowl Event to Galveston enjoys the festivities at the Seventh Annual Event – April 2010


She took the one I wanted !!!Board Vice President Leah Fanuiel wends her way through the crowd at the Seventh Annual Empty Bowl Event – April 2010


Mushroom Leek Soup by Beth CaplanBeth Caplan (Strategic Planner) and her Mom pictured over a steaming pot of Beth’s delicious Mushroom and Leek Soup – creating the longest line at the event! Thanks, Beth!

June 2010Ted Hanley, Executive Director Page 1 The Jesse Tree 1 st and 2 nd Quarter Reports - 2010...

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