1. June 2010Ted Hanley, Executive Director Page 1 The Jesse Tree 1 st and 2 nd Quarter Reports - 2010 Ted Hanley Executive Director The Jesse Tree P.O. Box 575 Galveston, Texas 77553 409-762-2233 thanley@jessetree.net "A shoot will come up from the stem of Jesse; from his roots a branch will bear fruit." Isaiah (11:1)

2. 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 Director Page 2

3. 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 Womens Center Case Management Project City of Galveston (HUD) HPRP Rent Assistance Project UTMB Presidents 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 Page 3

4. 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 Center Ted Hanley, Executive Director Page 4

5. 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 Director Page 5

6. 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.netwww.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 Director Page 6

7. June 2010 JT Boot Camp Ends 5/31 (see Boot Camp Matrix and Report) Presidents 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 – Survivors 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 Page 7

8. 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 Director Page 8

9. 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 Director Page 9

10. 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 Ted Hanley, Executive Director Page 10

11. June 2010 Another example: 2 Policies and ProceduresOperational 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 Paultie to fund development Ted Hanley, Executive Director Page 11

12. 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 retainedone 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 Director Page 12

13. 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 Ted Hanley, Executive Director Page 13

14. 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 Director Page 14

15. June 2010 Jesse Tree Services 1 st 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 Director Page 15

16. June 2010 Jesse Tree Services 2 nd 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 Director Page 16

17. 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 Director Page 17

18. June 2010 DHAP Report 1 st 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 Director Page 18

19. June 2010 DHAP Report 2 nd 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

20. June 2010 Nutrition Services 1 st 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 1 st Quarter Totals: 6,031 individuals 16,422 family members $276,419.00 Total value of all services Ted Hanley, Executive Director Page 20

21. 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 2 nd Quarter Totals: 6,063 individuals 16,110 family members $281,485 Total value of all services Ted Hanley, Executive Director Page 21

22. June 2010Ted Hanley, Executive Director Page 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

23. 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 Womens Center: Total Award: $ 84,000 to date we have spent 20% case- management/Direct Assistance Ted Hanley, Executive Director Page 23

24. 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 Director Page 24

25. 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) Ted Hanley, Executive Director Page 25

26. June 2010Ted Hanley, Executive Director Page 26

27. June 2010 Disaster Preparedness: On-going in-service training and planning has been done to prepare for the 2010 hurricane season. Ted Hanley, Executive Director Page 27

28. June 2010 Chronic Conditions Management: Diabetes Program Hypertension Program Stanford Curriculum Stress Management Exercise Class OT Class Ted Hanley, Executive Director Page 28

29. 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 Ted Hanley, Executive Director Page 29

30. June 2010Ted Hanley, Executive Director Page 30 Diabetes Classes Give a person a fish to eat for the day, then teach that person to fish for a lifetime of healthy eating….

31. June 2010 IT/Information Services www.jessetree.net Bilingual Telephone Helpline The Jesse Tree Journal Ted Hanley, Executive Director Page 31

32. 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 Director Page 32

33. 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 Director Page 33

34. June 2010 The Jesse Tree Financial Report Please refer to the following: Consent Agenda of Board Business Boot Camp Matrix 1 st Quarter Balance Sheet/P&L Report 2 nd Quarter Balance Sheet/P&L Report Fund Development Report (Ted) Fundraising Opportunity Ted Hanley, Executive Director Page 34

35. 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. Ted Hanley, Executive Director Page 35

36. 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! Ted Hanley, Executive Director Page 36

37. June 2010Ted Hanley, Executive Director Page 37 Important Documents

38. June 2010Ted Hanley, Executive Director Page 38 Grab and Go Bag/Box

39. June 2010Ted Hanley, Executive Director Page 39 Emergency Supply Kit

40. 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

41. 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

42. 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: thanley@jessetree.netthanley@jessetree.net Ted Hanley, Executive DirectorPage 42

43. June 2010Ted Hanley, Executive Director Page 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

44. June 2010Ted Hanley, Executive Director Page 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

45. June 2010Ted Hanley, Executive Director Page 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

46. June 2010Ted Hanley, Executive Director Page 46 Mushroom Leek Soup by Beth Caplan Beth Caplan (Strategic Planner) and her Mom pictured over a steaming pot of Beths delicious Mushroom and Leek Soup – creating the longest line at the event! Thanks, Beth!