June 2010 Ted Hanley, Executive DirectorPage 1
The Jesse Tree 1st and 2nd Quarter Reports - 2010
Ted HanleyExecutive Director
The Jesse TreeP.O. Box 575
Galveston, Texas 77553409-762-2233
"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
Ted Hanley, Executive DirectorPage 2
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 DirectorPage 3
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 DirectorPage 4
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:
Ted Hanley, Executive DirectorPage 5
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:
Ted Hanley, Executive DirectorPage 6
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 TreePage 7
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:
Ted Hanley, Executive DirectorPage 8
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)
Ted Hanley, Executive DirectorPage 9
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
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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 DirectorPage 11
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
Ted Hanley, Executive DirectorPage 12
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
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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)
Ted Hanley, Executive DirectorPage 14
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
Ted Hanley, Executive DirectorPage 15
June 2010
Jesse Tree Services 2nd Quarter:
Clients Seen from 04/01/2010 to 06/30/2010 (data taken from WebCare):
• Unique Clients Seen or Households = 1,940
• Total Individuals in Households = 3,495
• Unique Visits = 3,137
• Total # of Individual JT/Services = 6,674
• Total Value of JT/Services = $401,267
• Total # of Individual Referrals = 2,002
• Total value of referrals = $233,233
Ted Hanley, Executive DirectorPage 16
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.
Ted Hanley, Executive DirectorPage 17
June 2010
DHAP Report 1st Quarter:
Clients Seen from 01/01/2010 to 03/31/2010 (data taken from WebCare):
• Unique Clients Seen or Households = 196
• Total Individuals in Households = 416
• Unique Visits = 214
• Total # of Individual JT/Services = 544
• Total Value of JT/Services = $24,596
• Total # of Individual Referrals = 267
• Total value of referrals = $68,419
Ted Hanley, Executive DirectorPage 18
June 2010
DHAP Report 2nd Quarter :
Clients Seen from 04/01/2010 to 06/30/2010 (data taken from WebCare):
• Unique Clients Seen or Households = 307
• Total Individuals in Households = 670
• Unique Visits = 301
• Total # of Individual JT/Services = 1,295
• Total Value of JT/Services = $62,182
• Total # of Individual Referrals = 590
• Total value of referrals = $139,633
Ted Hanley, Executive DirectorPage 19
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 DirectorPage 20
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
Ted Hanley, Executive DirectorPage 21
June 2010 Ted Hanley, Executive DirectorPage 22
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
Ted Hanley, Executive DirectorPage 23
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”.
Ted Hanley, Executive DirectorPage 24
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)
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June 2010 Ted Hanley, Executive DirectorPage 26
June 2010
Disaster Preparedness:
• On-going in-service training and planning has been done to prepare for the 2010 hurricane season.
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June 2010
Chronic Conditions Management:
Diabetes ProgramHypertension ProgramStanford CurriculumStress ManagementExercise ClassOT Class
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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
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June 2010 Ted Hanley, Executive DirectorPage 30
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
Ted Hanley, Executive DirectorPage 31
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.
Ted Hanley, Executive DirectorPage 32
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.
Ted Hanley, Executive DirectorPage 33
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
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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.
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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!
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Important Documents
June 2010 Ted Hanley, Executive DirectorPage 38
Grab and Go Bag/Box
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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.
Ted Hanley, Executive DirectorPage 40
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.
Ted Hanley, Executive DirectorPage 41
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]
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June 2010 Ted Hanley, Executive DirectorPage 43
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
June 2010 Ted Hanley, Executive DirectorPage 44
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
June 2010 Ted Hanley, Executive DirectorPage 45
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
June 2010 Ted Hanley, Executive DirectorPage 46
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!