TEMPLE ISAIAH CONGREGATIONAL MEETING

NOVEMBER 5, 2017

Agenda

11:30 – 11:32 Welcome

11:32 – 12:00 Nominating Committee Nominations

12:00 – 12:40 Major Updates12:00 – 12:10 Associate Rabbi Jill Perlman12:10 – 12:12 Goals 12:13 – 12:15 Leadership & Community Development12:16 – 12:18 Administration & Communication12:19 – 12:21 Youth & Family Education12:22 – 12:32 Jewish Living12:33 – 12:35 Finance / Development12:36 – 12:38 Tikkun Olam

Deepening Lives, Inspiring Purpose, Together

2016 – 2018 GOALS: LIVE OUR SH’MA & SUSTAINABILITY

• Enhancing the connection of adults to Judaism, Isaiah, and one another with a targeted focus on those without children in the home.

• Developing basic Jewish literacy and fostering Jewish identity in our school

• Creating a Jewish journey for all (inclusion and interfaith)

• Creating a Friday night experience that nourishes the soul and reaches a larger circle of our community.

• Creating a culture of giving (volunteerism and philanthropy) and helping all our volunteers with leadership

• Close sustainability gap of $60,000 (assumes we raise additional $4M)

Leadership & Community Development

“Meaningful involvement and leadership opportunities at your pace”

• Leadership Development Committee (Seeking a Chair)• “Meet Isaiah” Activity Fair (Oct. 15)

• 2017 Leadership cohort (32 participants); 3 workshops

• Membership Committee (Chairs: Abbe Smerling & Lauren Jordahl)• New Member Coffee & Bagel Schmooze (Nov. 13)• Shabbat Together honoring New Members (Dec. 15)

• College & Alumni Committee (Chair: Irene Rosenzweig)• Care packages for college students (Rosh Hashanah, Purim)

• Leadership Partners: Nominating Committee; Trustees

Administration & Communications

• Still working collaboratively with Betsy, Steven, and other staff members

• Still could use more volunteer help with committees: technology, personnel, security

Administration & CommunicationsPersonnel Practices

• New working group still being formed; will review where we are at and make recommendations for change

Security

• Board approved physical changes to building, funding carried forward from last year’s budget, vendor selection was delayed but is moving again

• Security working group to develop policies and procedures, recruit volunteers to accompany physical changes

Web

• New web site launched in September, congregant management system has moved to web platform

• Rollout of new functionality to start after January 1:

• Communication to congregants about access to their information

• Migration of emails from Constant Contact to new web platform

• Launching online congregant directory

• Transitioning to integrated online financial transactions and other forms

• Enhanced capabilities for school, development, leadership, committees, etc.

Youth & Family Education2017-18 Religious School Core Values• Chesed/Kindness

• Kavod/Honor

• Tzedakah/Justice

• Simchah/Joy

• Hacnasat Orchim/Welcoming Guests

Focal Points for Growth• Bringing art into the classrooms

• Building students' character and social-emotional learning

• Addressing the needs of all learners

• Supporting interfaith families and parents without a formal Jewish education

• Supporting families through the Bar/Bat Mitzvah process

• Junior Youth Group activities

Challenges We Face• Physical space on Sunday mornings and Wednesday afternoons is very limited

• Families and students have many competing stressors on their time and attention

Youth & Family EducationEducation Council Goals for 2017-18

• Increase congregant volunteerism in the Religious School• Sunday Greeters• Room Parents• Hebrew Reading Guides• Sunday Social Organizer

• Hold a Bar/Bat Mitzvah Parent to Parent Panel Discussion

• Assist staff in fulfilling the Religious School Goals• What do parents need to feel supported?• What do students need to feel supported?• What creative solutions will solve the problem of lack of space in the Temple to

properly meet the needs of all learners?

Jewish Living

Three Questions:

• What IS Jewish Living?

• What is Jewish Living AT Isaiah

• What does Jewish Living mean for YOU?

An Idea:

• Jewish Living and Congregational Strength through

• Personal Interest, Commitment, Connection

Primary Activities of “Jewish Living” at Temple Isaiah

• Observance/Practice/Worship

• Shabbat Together & other Communal Gatherings

• Adult Learning

SOCIAL ACTION

ISRAEL ENGAGEMENT GEMILUT HASADIM Acts of Loving Kindness

TZEDAKAHTIKKUN OLAM

Our commitment repairing the world

What we are working on:

● A newly formed committee: “Welcoming the Stranger” in support of refugees and undocumented immigrants

● Our inclusion program had some great programming on supporting those that are differently abled (learning, mobility, vision, hearing, food allergies, and more)

● Project Ezra: making meals for an unprecedented 300 families

● Mitzvah Day: providing supplies for those in need

● Sponsoring programs and having a presence in areas related to refugees, immigration, racial justice, criminal justice, health care reform, and more

● Providing learning experiences by bringing in relevant speakers, running informative programs in many areas

● An increased commitment to Israel Engagement, bringing programming and information to our congregants. i.e. Shin shin program

● Providing supports as needed for people in our congregation: knitting hats, driving people to appointments, and making meals and more

● Volunteer? There are many opportunities from one-time participation to joining a steering committee

Temple Isaiah Finance Report

Congregational Meeting

2018 Finance Committee Report November 5th 2017 14

Revenue Assumptions for 2017-2018

Total AFC Increase-$90,000Paid Membership Up By 9 to 857AFC Increase of $75Due to Special Arrangements & Discounts, net

increase is reduced to $2,000

3.7% Incremental Increase in Tuition - $12,700

Philanthropy- $120,000 (Current Use Contributions)-Increased by $10,000

Net Increase-$24,700

Expenses Exceed Sustainable Growth

2018 Finance Committee Report 11-5-17 16

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

2012 2013 2014 2015 2016 2017 2018

Current Gap: $233K

LDVD @ $14M: + $180K

Isaiah Expenses

• Members +88, +11%• Sustainable Income +20%• Expense Plans +28%

2018 Finance Committee Report 11-05-1717

0 200,000 400,000 600,000 800,0001,000,000

Congregational Learning

Worship Expenses

Administrative Expenses

Facility Expenses

Other Expenses

2017 vs 2018 Isaiah Budget

2018 2017

Conclusion:We need to reduce expenses by approx $300k and or rapidly grow the

endowment by $5mm or we will continue to have unsustainable budget