Annual Report 2009-2010 A Year of Change Supporting and enhancing the wellbeing of the Jewish community of Victoria חסד chessed kindness משפחה mishpacha family דרך ארץ derech eretz respect צדקה tzedakah charity President’s Report ........................................................................................... 04 Chief Executive Officer’s Report ....................................................................05 Highlights ........................................................................................................... 06 Services .............................................................................................................. 08 The Jewish Care Difference ........................................................................... 10 Treasurer’s Report .............................................................................................12 Financial Statements ........................................................................................14 Board of Management .................................................................................... 16 Supporters .......................................................................................................... 18 Image: Seascape by Pierra Cerra, from Point of View, the Sandra Bardas Memorial Exhibition, a photographic exhibition of works by members of Jewish Care’s Creative Arts Studio, under direction of Emmanuel Santos, held at the Jewish Museum 09 December 2009 to 17 January 2010. A Year of Change Key milestones and a new leadership team herald an era of renewal and growth for Jewish Care, with fresh responses to an ever- changing world. As we press on from the past and prepare for the future, our core values endure – they are our moral compass, guiding the way we respond to challenges and the decisions we make. President’s Report This last financial year has seen permeates the culture of our - Our outstanding Chief Executive noteworthy progress at Jewish Care, organisation, infusing the way we Officer Bill Appleby for his including the opening of Gary deliver services and all that we do. exemplary leadership and Smorgon House and Glen Eira dedication, typified by his early We are facing exciting Villas, offering the Jewish comm- morning and late evening facility developments over the months unity new choices and enhanced walk-arounds. ahead: enhancement of our standards of support. Additionally, home care and healthy ageing - Our dedicated staff and with the commencement of a new programs, the formulation of a volunteers for their daily President, a new Chief Executive new infrastructure plan, and the commitment to each and Officer and an expanded executive opening of adult respite facilities every client. team, we have undergone an at Glen Eira Villas, a vital service important change of leadership. - Importantly, I would like to which is sorely lacking. thank our donors and supporters These milestones herald a new era Looking forward, I see Jewish Care – our new Patron David Smorgon for Jewish Care; an era of renewal as an organisation the community OAM for his outstanding guidance and growth as our organisation has tremendous pride in, one and leadership, our dedicated continues to evolve. The drafting that creates measurable value for Gala Dinner organisers, Jasmine of our Five Year Strategic Plan each client and for the community Dindas, Karen Goldenberg and 2009-2014 and the commencement as a whole – an organisation Annette Smorgon, and our of its implementation will that is transparent, financially wonderful Family Fun Day introduce significant change to sustainable, responsive and Co-Chairs, Kylie Appel and enable us to respond effectively proactive, providing leadership Romy Bursztyn, who have to the current and future needs in its services and facilities. helped engage a younger of our community. Significant generation of supporters. demographic shifts in coming years We are privileged to have the mean that maintaining the status- support of truly committed staff, - Lastly, I want to thank our quo is not an option if we are to volunteers and donors, who are community for their enthusiastic continue to provide the service our the mainstay of our success. I am and heartening response to our community has come to expect. grateful to all our stakeholders, Annual Appeal, supporting people We need to be more efficient, who share our commitment and in our community in need. our service quality, whilst good, our passion. In particular, I would Jewish Care and its philosophy needs to be even better, and our like to thank the following: of giving and caring for those less facilities and infrastructure require - Our Board Vice President fortunate has been an integral modernisation. Jeffrey Appel, Treasurer Michael part of my life since I was a young The Board and Executive are Schoenfeld and our departing child. I am privileged and honoured committed to this process of Immediate Past President and to lead Jewish Care during this renewal. We have improved retiring Board member, Robyne exciting period of development and the structure and operation of Schwarz, for their support, look forward to our community’s all our subcommittees – enhancing as well as Farrel Meltzer, continued engagement and our ability to meet the demands Joel Freeman and Professor support as we build an organisation of this period of change. Many new Frank Oberklaid, who after many that serves the needs of our staff have joined Jewish Care years of dedicated service will be community for years to come. in the last year, and they bring stepping down from their posts. professionalism, dedication and empathy to tackle these challenges. At the same time, we are committed to ensuring Bruce Rosengarten that our essence as Jewish Care President 4 Jewish Care Annual Report 2009-2010 Chief Executive Officer’s Report It is with great enthusiasm that there have been many lessons cultural and spiritial services. We I stepped into the role of Chief learned and a renewed sense of have adopted the Active Service Executive Officer of Jewish Care urgency. As part of this journey, Model as a new approach which will in February 2010. It is not often complex choices will be faced and support and encourage our clients’ that one has the opportunity difficult decisions will be made healthy ageing and independence. to contribute to an organisation against a backdrop of a constantly These changes and those which is so vital and integral changing internal and external yet to follow will continue to to the community it serves. environment, presenting both reinvigorate Jewish Care, creating opportunities and threats along Jewish Care’s strong sense an organisation that is stronger the way. of history, our deep cultural and truer and more capable than empathy and understanding, We have streamlined our panel ever before – an organisation our foundational values which on of board subcommittees and that is not only more responsive the one hand are quintessentially expanded our executive team, to the community’s needs, but Jewish and on the other speak introducing a flatter organisational also impacts on quality of life by to a universal sense of justice, structure to facilitate more agile building strength and resilience, righteousness, inclusivity and decision-making. By incorporating and creating a more inclusive, moral responsibility – these succession planning, risk diverse and a healthier community are some of the things which management and the building for all. differentiate us from other service of internal capacity, we are I am grateful to the Board for providers, and reasons why so benefitting from a reduced reliance their endorsement, and give due many of our clients are grateful on outside contractors. We have acknowledgement to the past and to be able to turn to Jewish Care. introduced KPI and balanced present executive team and our score card reporting amongst To stand at the helm of Jewish Care dedicated staff and volunteers for management and are embedding is a tremendous privilege; but it their courage, integrity and trust. a cycle of continuous improvement also carries the significant duty of Together, we will embrace the work throughout all our policy areas. steering this organisation along a which lies ahead as we revitalise We are reviewing our product course that ensures its endurance and strengthen our organisation and service offerings, and are into the future. so that members of our community introducing “user-pays” business are assured of a place to turn to when As at the establishment of the models where appropriate, to needed, now and into the future. Melbourne Jewish Philanthropic boost financial sustainability. Society in 1848, and the founding With these initiatives and others, of the Australian Jewish Welfare we are spearheading a $4 million Society in 1936, the wellbeing turnaround for our organisation in and betterment of the Jewish the next financial year. community of Victoria remains At the same time, over the past 12 our moral compass as we embark months, we have celebrated many upon exciting and necessary achievements. With the completion changes to position ourselves as Bill Appleby and commissioning of Gary Smorgon a relevant and viable service for Chief Executive Officer House and Glen Eira Villas, the Melbourne Jewish community we have set new standards in for today and for tomorrow. accommodation in the heart of the Following on from our Five Year Jewish community. We have also Strategic Plan 2009-2014, our expanded our Saver Plus