GrantsThe Orien Levy Woolf and Dr. Jack Woolf Charitable Foundation- grant to support Day Habilitation and Community RelationsLeo and Rhea Fay Fruhman Foundation- General Operating Grant and The Lois Toub House Maintenance FundJewish Federation of Greater Dallas- Supportive Employment Community Impact Grant and Core AllocationNorthPark Center Fund Of Communities Foundation of Texas- Grant for special resident care Feldman Family TX- General Operating GrantHebrew Order of David Shimon Peres Lodge- Grant for group home refurbishment Sylvan T. Baer Fund- annual grant to support resident careBequestTrust of Dorace Maritzky Fichtenbaum- Bequest for CHAI Operating Reserve and EndowmentSpecial GiftsKatherine Bauer- Contribution to purchase a new van for CHAI’s Bauer HouseTemple Shalom Sisterhood- Contribution for general support from Woman of Valor event honoring Ilene ZidowCongregation Beth Torah- Contribution for general support from BBQ Championship proceeds

PRESENTING SPONSORThe Beck Family: Janet and Jeffrey Beck, Amanda and Scott Beck, Shiva and Jarrod Beck, Michelle and Jamie Green

LIFEIlana and Semyon Narosov/ Beverly and Cary Rossel

GEMLeo and Rhea Fay Fruhman Foundation/Beverly and Joe Goldman

STARStaci and Jeff Mankoff

ENERGYCarol and Steve AaronKatherine AlbertMinnie and Keith BlackwellBecca and Allen BodzyElise and Robert DonoskyLinda and Dave GarnerLisa and Neil GoldbergBetsy and Mark KleinmanMarsh and McLennan AgencyMilstein FamilyShirley and Herman MorrisGerald L. Ray & Associates, Ltd.Ricki and Gabe ShapiroTexas Jewish PostSam UtayVeritex Community Bank

EXPLORERAnonymousMelissa and Baer AckermanKerri Aikin and John RosenbergGinette and David AlbertSara and Mark AlbertLori and Joel AlhadefSusan and Evan BatesLisa BeckermanBrenda and Ron BlissMary Lee and Michael Broder/ Julie and David FieldsCathy and Joel BrookDawn and Craig BudnerSharon and David Chortek / Janice and Anthony GambinoCustom Integrated SystemsBarbara and Michael DonskyFran and David EisenbergRagen and Roy EltermanLaura and Rich FineDena and Eric FrankfurtEileen and Stanley FranklinJanis and Dan GailGardere Wynne Sewell LLPLisa and David GenecovBarbara and Larry GlazerSherry and Ken GoldbergHBR Technologies/Romick FamilyMarcy HelfandGreta and Howard HerskowitzYnette and Jim HogueCarol Anne and Jay HoppensteinAngela Horowitz and Doug French/ Dawn and Todd AaronSandy and Mark KamanFlorence and Larry KramerSusan and Allyn Kramer

2 0 1 6 S P O N S O R S

Hel

ping

adu

lts

wit

h in

telle

ctua

l di

sabi

litie

s le

ad m

eani

ngfu

l liv

es

1310

1 Pr

esto

n Ro

ad, S

uite

312

Dal

las,

Texa

s 75

240

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

2016 BOARD

A P

AR

TN

ER

AG

EN

CY

OF

TH

E

Ann and Nate LevineCarol and John LevyJulie and Jay LibermanEllen and Jim ListonGail and Peter LoebEmily Maduro and Joe WielebinskiTricia and Paul MichaelsonBette and Gary MorchowerCarol and Stuart MorseLinda and Chris NajorkAnn and Michael Ochstein/ Marilyn and Donald H. SchafferElaine and Trevor PearlmanPegasus BankLaurie and Todd PlattBarbara and Stan RabinJeffrey RasanskyAnn RosenbergThe Retail Connection/ Lisa and Steve Lieberman/ Ruthie and Alan ShorMarilyn and Stan RothsteinCelia and Larry SchoenbrunJaynie Schultz and Ron RomanerLeslie and Howard SchultzMarian and Jack SpitzbergPam and Richard SquiresAri SusmanSandra and David VeederVogel CPA’s, PCIMA | Waldman BrosDr. Art and Janice Sweet WeinbergKaren and Howard J. WeinerHilarie and Peter WeinstockDonna and Herb WeitzmanKalman and Ida Wolens FoundationLois Wolf

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

Licensed by TX Department of Aging and Disability Services and Certified by TX Department of Assistive and Rehabilitative Services

“A PARTNER AGENCY OF THE”

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

OfficersJim ListonPresident

Brian BertcherVice President

Richard FineVice President

David RomickVice President

Marian SpitzbergVice President

Susan Bates, Ph.D.Immediate Past President

Chief Executive OfficerLisa J. Brodsky, MSSW

Executive CommitteeMembers at LargeMelissa AckermanDr. Joel BrookRicki Shapiro

Board of DirectorsMinnie BlackwellKevin CooperBrett DiamondElise DonoskyEileen FranklinJanis GailBeverly GoldmanJulie GoodmanMarcy HelfandHoward HerskowitzBetsy KleinmanLaura Lacritz, Ph.D.Ethan MilkesDavid MillheiserLindsey ReinhardtBeverly RosselRuthie ShorIlene Zidow

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 MembersH.S. (Buddy) Rosenthal

*of Blessed Memory

Community Homes for Adults, Inc.

Annual Report2016

November 1, 2015 - October 31, 2016

A Message from the CHAI Board President and CHAI CEO2016 was a year filled with activity and accomplishments for Community Homes for Adults. Our residents, our non-resident clients, our staff, and our board have all worked together to advance our mission of helping adults with intellectual disabilities live full and meaningful lives. During the past 12 months, we have focused on our strategic objectives of growth, improving the quality of our services and facilities, and expanding our involvement in the community. While accomplishing these objectives, we have also run our business soundly and become more aware of the challenges CHAI faces in the future.

Growth has been achieved through the opening of our first rental home - Yale House in Richardson - and by serving more clients in our Wolens Program, including supportive employment, life skills, family education, and social activity programs. CHAI is known to provide a quality experience, but we continually strive to improve quality by listening to our clients and their families through our satisfaction survey. We have expanded our community involvement by being a significant participant in the Special Needs Partnership 3.0 sponsored by Jewish Family Service which brings together the JCC, synagogues, the Jewish Federation, and Day Schools to address issues in our special needs community. We are also fortunate to be experiencing more volunteering, joint activities, and support from these organizations and their members than ever before.

We are pleased to report the business has been run soundly in 2016. We met our budget and our annual fundraising campaign goal while also growing our operating reserve. We have tuned our information management to allow us to better understand the performance of each of our service lines. We also exceeded the fundraising goal from our special CHAI Life event at the Perot Museum and proceeds went to support our Wolens Program.

We believe that part of running a sound organization is being aware of our challenges before they are faced. Two such challenges are the gap between our funding sources and the costs of our services, and the aging of some of our residents since CHAI is now in its 34th year. Better understanding is allowing us to better prepare for and meet these challenges.

We are also very pleased to give special recognition to two of our past leaders and long-time supporters. Marcy Helfand and Dave Millheiser each received the Milton Levy Award for Outstanding Leadership at CHAI’s Annual Meeting on March 14, 2017.

Thanks to each of you for your support. You have enabled our organization to have a good year. More importantly, you have enabled our residents and clients to thrive.

We look forward to 2017 as we continue to serve CHAI and together with you, make it the best it can be.

Jim Liston Lisa BrodskyBoard President Chief Executive Officer

In Hebrew, the word CHAI means “LIFE” and CHAI is also equal to the number “18”Donors helped increase the quality of life for the individuals served at CHAI and are

listed here in categories that are multiples of CHAI (18) beginning at 10 x CHAI 600 x CHAI$10,800 and aboveAnonymousAnne and Alan FeldLeo & Rhea Fay Fruhman Foundation/Beverly and Joe GoldmanWal-Dot Foundation

300 x CHAI$5400 (up to $10,799)AnonymousFran and Mark Berg

200 x CHAI$3600 (up to $5399)Marjorie Levy/Kathy Levy/ Sally and Bob Rosen/ Nancy and Jerry SzorStaci and Jeff MankoffAri SusmanSandra and David Veeder

100 x CHAI$1800 (up to $3599)Susan and Evan BatesCathy and Joel BrookElise and Robert DonoskyEileen and Stanley FranklinBarbara and Larry GlazerMarcy HelfandYnette and Jim HogueBetsy and Mark KleinmanKirschner-Bookatz Family FoundationSusan and Allyn KramerBarbara and Stan RabinBeverly and Cary RosselNancy Kasten and David SternDavid Weinreb

60 x CHAI$1080 (up to $1799)AnonymousCarol and Steve AaronLori and Michael CohenRoxy and Brett DiamondFlorence KramerLynne and Stuart LautinMarsha and Mike LevEllen and Jim ListonIke and Fannie Sablosky FoundationRicki and Gabe Shapiro

Linda and Clint SchuhmacherEdith and Herbert Stehberg TrustMichael Wallace *Karen and Howard WeinerHilarie and Peter Weinstock

30 x CHAI$540 (up to $1079)Mimi AronoffMelissa and Baer AckermanSol and Estelle Barzune Endowment FundAlicia and Brian BertcherMinnie and Keith BlackwellEve Dubrow and Michael BostonSharon and David ChortekLaura and Rich FineMichelle and Marshall FunkBerta GoetzLauri and Dan GoetzRebecca and Jacob GoetzSandy and Mark KamanJudy and Jeff KoguttCarol and Mark KreditorLisa and Mike MaberryTricia and Paul MichaelsonAbigail and Grant MindleShirley and Herman MorrisMarilyn and Allan NeustadtMelissa and Bart PlaskoffLaurie and Todd PlattJoan and Rob PollockElizabeth and Martin PriceJanet ProtasKaren Dubrow and David RomickKerri Aikin and John RosenbergCelia and Larry SchoenbrunLinda and Clint SchuhmacherLeslie and Howard SchultzCindy and Stuart SpechlerMarian and Jack SpitzbergRosalie TaubmanTrudy and Ben TerminiSam UtayBarbara and Donald Zale

20 x CHAI$360 (up to $539)Katherine Albert Andrea and Jonathan BardMorgan Stanley Smith BarneySheri and Larry BerkJanet BlackwellLinda and Steven Blasnik

Carla BrandtBrinker InternationalRuth and Wallace CowanWyona and Maurice EfuneJanice and Tony GambinoLois W. Gordon Endowment FundGreta and Howard HerskowitzGary HorowitzSally and Michael JungreisAnn KahnPatricia and Howard KrainesLaura LacritzMarilyn and Zeck LiebermanSarah and Alan LosingerNancy MarcusBobbi and Richard MassmanFrankie and Jerry MichaelsonDee Dee and Bob MillerPeggy and Dave MillheiserCarol and Stuart MorseMeryl and Scott NasonSofia and Jorge PoliakMyra and Stuart PrescottWylee ProtasSerena RitchTerry and Bert RombergSally and Bob RosenPeachy RudbergGene SchanbaumJudy and Jerry SchneiderJan and Michael SchrimmerHope and Robert SheftNita Mae TannebaumAlla and Vladamir TsurkanJackie and Steve WaldmanAlison and Michael Weinstein

10 x CHAI$180 (up to $359)Phyllis Alper BloodSusie AvneryAndrea and Jonathan BardGillian and Steve BaronJanet and Jack BaumMichelle BeckermanGenie and James BentleyElizabeth and Steven BergerLynn and Mark BernstienDiane Fagelman Birk and David BirkBrenda and Ron BlissLisa BrodskyCarol and Edward BurgerBob Cooper

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.

Since its inception in 1983, CHAI continues to fulfill its mission of supporting those in need by providing a place to live, life skills education, day habilitation, job training and support, opportunities for social inclusion, and a team of tireless advocates that makes certain every resident and client is treated with respect and compassion.

The Jewish Federation of Greater Dallas Community Impact Grant helped our Supportive Employment program grow in 2016.

We have been fortunate over the years to expand our services by purchasing homes, as well as creating the Wolens Program Services and Day Habilitation programs because of the generosity of donors who understand the importance of CHAI as a force for good in the community.

A grant from the Orien Levy Woolf and Jack Woolf Charitable Foundation supported the Day Hab program as well as Community Relations activities like the afternoon cookie baking project with teens from Congregation Anshai Torah.

Proceeds from the 2016 Living the CHAI Life event held at the Perot Museum of Nature and Science provided funding for Wolens Program Services which includes life skills training such as medication management.

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

Revenues • CHAEF Distribution from Endowment Funds • Special Event CHAI Life event at the Perot Museum• Contributions Annual Campaign, Tributes, Grants • Client Services State Reimbursement & Client Payments

Support & Revenue

Functional Expenses

Fiscal YearNovember 1, 2015 – October 31, 2016

Nicole and Kevin CooperMiriam and Al CreenerFran and David EisenbergJerry ElyPaddy and Barry EpsteinStephen FeinsteinJanis and Dan GailGail and Allan GilbertSherry and Ken GoldbergPatsy GoodmanIrma and Irwin* GrossmanBarbara and Bill GutowRuth HendelmanJoyce and Jim HortonLinda and Murray JohnsonVeronique and Hylton JonasGary KahnRuth and Harold KleinmanLori and Robert KrolikEileen and David LynnBette MillerPatty and David MillerBette and Gary MorchowerMargaret and Jed MorseMeryl and Scott NasonLynda and Gordon NewmanJanine and Charles PulmanRuth RobinsonMark RomickElaine and Morris RutchikJanice SchrimmerJackie and Myron SchwitzerRuthie and Alan ShorJoan and Jerry SkibellBecky and Norm SlakmanPhyllis and Joe SomerPhyllis and Ron SteinhartJoseph and Helen Swiff Memorial FundMarilyn TaubmanJane and Mike TodresSheri and Allen UdiskyCarol * and Louis WadelRobin Kosberg and Mark WashofskyJean and Bob WeinfeldElizabeth WeissenbornCarol and Mark WigderIlene and Perry ZidowLinda and Keith Zimmerman

* Of Blessed Memory

2016 ANNUAL CAMPAIGN

CHAEF 380,000 13.980%Special Event 225,646 8.301%Contributions 580,235 21.347%Client Services 1,532,267 56.372%

2,718,148 100%

CHAEF Distribution from Endowment FundsSpecial Event CHAI Life event at the PerotContributions Annual Campaign, Tributes, GrantsClient Services State Reimbursement & Client Payments

Support & Revenue

Revenues

CHAEF $380,000 14%

Special Event $225,646

8%

Contributions $580,235

21%Client Services $1,532,267

57%

Support & Revenue

Programs 2,129,132 85%Fundraising 229,921 9%Administration 161,037 6%

2,520,090 100%

Admin Central Office ExpensesFundraising Printing, Postage, Event ExpensesPrograms Resident & Client Care (including salaries)

Transportation & Activities

Functional Expenses

Expenses

Programs $2,129,132

85%Fundraising

$229,9219%

Administration $161,037

6%

Functional Expenses

Jim Liston

Lisa Brodsky