Casa Grande

Document Sample
Casa Grande Powered By Docstoc
					                               IRS-SPEC Partner Coalition FY-11
                                                                        Please Check One: Existing [ X ] Emerging [ ]
TERRITORY NAME:              Phoenix
FORMAL NAME OF COALITION:              United Way Pinal County
Coalition Website:     unitedwayofpc.org
Key Coalition City/State:    Casa Grande, Arizona
Coalition Chair's Name and Organization:        Beverly Prueter, United Way of Pinal County
Coalition Chair's e-mail address/Phone #:      beverlyprueter@unitedwayofpc.org/ 520-836-0736

Date Coalition Started and Geographical Area Covered: May 2007 - Pinal County, AZ.
Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Promote EITC, CTC, e-file, ARRA, financial/credit counseling classes and the free tax
         preparation sites thru the coalition partners, local media and community events.
h

         Tax Preparation Strategy: Establish and maintain free tax preparation sites in rural, tribal, and Spanish-speaking
         communities.
h

         Asset-Building Strategy: Partnering with Desert Schools Federal Credit Union and Consumer Credit Counseling
         Services to promote financial/credit counseling services that are offered thru these organizations. Information is
         promoted thru the coalition partners and made available at the tax preparation sites.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                    Core Planning Group
         United Way of Pinal County
         United Way of Tucson and Southern Arizona

                                              Other Coalition Members
         Catholic Community Services
         Central Arizona College, Aravaipa Campus
         Consumer Credit Counseling Services
         Department of Economic Security
         Desert School Federal Credit Union
         Eloy Public Library
         Pinal Gila Community Child Services
         Pinal Gila Community Child Services
         United Way of Tucson and Southern Arizona

Significant Coalition Activities: (List major items only, using bulleted style)
         FY2011, prepared 556 returns of which 533 were e-filed
         FY2011, operated 7 VITA sites
         Collaborated with United Way of Tucson and Southern Arizona to apply and were awarded the IRS VITA Grant for
         the 2011 filing season.
         Coalition issued a press release covering Pinal County in support of EITC Day.
         Sponsored mobile tax preparation events at 4 head start offices in Pinal County
         Coalition added the tax law class to the Central Arizona College curriculum and paid for the volunteers to attend the
         class and receive a college credit for class.
         Coalition hosted a recognition dinner at a local restaurant for all volunteers and partners at the end of the filing
         season.
         Partners completed media interviews promoting EITC and the free tax prep sites during the filing season.
         Extended hours of operation at the free tax prep sites to 5-31-11.

Planned Future Activities: ( Summarize major plans, using bulleted style)
        Recruitment of additional volunteers to expand the hours of operation at the existing and new sites.
        Recruit additional partners to support and expand the hours of operation at the tax prep sites and increase outreach
        of tax law and financial/credit counseling classes.
        Increase the number of tax preparation sites in Pinal County
                                       IRS-SPEC Partner Coalition FY-11
                                                                          Please Check One: Existing [X ] Emerging [ ]

TERRITORY NAME:          Phoenix
FORMAL NAME OF COALITION: City of Chandler
Coalition Website:       N/A
Key Coalition City/State: Chandler, Arizona
Coalition Chair's Name and Organization: Jeanne Bosarge City of Chandler
Coalition Chair's e-mail address/Phone #:       jeanne.bosarge@chandleraz.gov, (480) 782-4358

Date Coalition Started and Geographical Area Covered:         January 2006 - Chandler, AZ
Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To continue educating the public on EITC and other special tax credits.
h

          Tax Preparation Strategy: To continue building capacity at existing sites to reach more customers.
h

          Asset-Building Strategy: To continue providing educational asset information at the sites.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                      Core Planning Group
          Chandler CAP
          Chandler First Credit Union CP
          City of Chandler
          Sun Lakes Country Club
          The Chandler CARE Center
          IRS-SPEC

                                                  Other Coalition Members



Significant Coalition Activities: (List major items only, using bulleted style)
          FY2011,prepared 1,157 which included 1,119 e-filed returns
          FY2011,coalition operated 4 VITA sites
          Expanded financial services to clients by offering: savings bonds, homeownership class information and free savings
          accounts.
          Volunteers donated over 1,500 hours to the program.
          The Chandler CARE center e-filed 188 returns as a new site.


Planned Future Activities: ( Summarize major plans, using bulleted style)
         Increase asset-building services at all Chandler sites.
         Explore expanding services in the community.
                                       IRS-SPEC Partner Coalition FY-11
                                                                          Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:        Phoenix
FORMAL NAME OF COALITION: Financial Stability Partnership (FSP)
Coalition Website: www.nazunitedway.org
Key Coalition City/State: Flagstaff, Arizona
Coalition Chair's Name and Organization: Laura Myers, La Plaza Vieja Neighborhood Association Inc.
Coalition Chair's e-mail address/Phone #:         flagplazvieja@aol.com (928) 773-4757

Date Coalition Started and Geographical Area Covered: September 2005 - Coconino County, Arizona
Strategies - briefly define each strategy, if applicable
       Outreach Strategy: Flyer distributed to targeted organizations, radio and newspaper ads and interviews, public service
       announcements, trust source spokesperson, and presentations. Working with community partners, businesses, and
       neighborhood associations to promote EITC/VITA.
h

       Tax Preparation Strategy: Emphasis is placed on the quality of volunteer training. Volunteer recruitment has expanded
       to year-round to ensure volunteer coverage at all VITA sites, particularly those in rural areas. New VITA sites have been
       established in rural areas to address transportation barriers and provide assistance directly to those living there.
       Additional promotion and outreach will focus on Native Americans and Spanish populations.
h

       Asset-Building Strategy: Spotlight organizations at the main VITA site to promote connection to community resources.
       The goal is to connect families to benefits, helping keep money in their pockets. Resources include access to affordable
       healthcare, free legal services, energy saving initiatives, and asset-building through Individual Development Accounts.

h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
           Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                      Core Planning Group
       Coconino County
       The City of Flagstaff
       United Way of Northern Arizona
       VITA Site Coordinators
       Wells Fargo Bank

                                                  Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
        FY2011, prepared 1,551 returns of which 1,497 were e-filed.
        FY2011, FSP operated 19 VITA sites throughout Coconino, Navajo and Apache counties. The program opened sites in
        the Grand Canyon, Tusayan, and Tuba City to bring the program to clients living in these rural areas.
        Over $2.39 million in federal refunds were returned to taxpayers in the community.
        Promoted of EITC and financial literacy through outreach of partners.
        Participated in National EITC Day with support of local businesses and Flagstaff mayor.

Planned Future Activities: ( Summarize major plans, using bulleted style)
      Strengthen current VITA sites, especially focusing on satellite sites in rural areas.
      Expand and deepen outreach for underserved populations, particularly those who do not file, pay for preparation fees or
      are members of Native Americans and Spanish populations.
      Provide information on VITA locations throughout Northeast Arizona.
                                         IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:        Phoenix
FORMAL NAME OF COALITION: Southwest Native People's VITA Coalition
Coalition Website: N/A
Key Coalition City/State: Flagstaff, Arizona
Coalition Chair's Name and Organization: Leslie McLean
Coalition Chair's e-mail address/Phone #:        lesliemcln@gmail.com 928-863-1729

Date Coalition Started and Geographical Area Covered: June 2008 - Navajo and Apache Native American communities
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Marketing and providing free tax assistance, special tax credits (EITC, CTC etc..) and financial
          education to the Native American communities in Arizona and New Mexico.
h

          Tax Preparation Strategy: To continually provide free e-file services to low- to moderate-income families in the Native
          American communities.
h

          Asset-Building Strategy: To continue educating families about IDAs, U.S. Savings Bonds and economic empowerment
          opportunties.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                        Core Planning Group
          Cornfield Chapter House
          DNA Legal Services of Flagstaff
          Navajo United Way
          IRS - SPEC

                                                    Other Coalition Members
          DNA Legal Services of Chinle
          DNA Legal Services of Kayenta
          DNA Legal Services of Window Rock

Significant Coalition Activities: (List major items only, using bulleted style)
          FY2011, prepared 429 returns of which 413 were e-filed
          FY2011, coalition operated 3 VITA sites
          Promoted Savings Bonds "I"
          Promoted IDA's

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Increase coalition participation
         Increase sites
         Increase e-file production
                                        IRS-SPEC Partner Coalition FY-11
                                                                            Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:        Phoenix
FORMAL NAME OF COALITION: Mesa United Way
Coalition Website:      http://www.mesaunitedway.org/volunteer/vita-income-tax-preparation-service
Key Coalition City/State: Mesa, Arizona
Coalition Chair's Name and Organization: Don Jensen
Coalition Chair's e-mail address/Phone #:        don.jensen@mesaunitedway.org / 480-834-2113

Date Coalition Started and Geographical Area Covered: August 2002 - Mesa, AZ
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: To continue educating the community about EITC and other special tax credits their entitled to
          claim.
h

          Tax Preparation Strategy: To continue building capacity at existing sites in the east valley.
h

          Asset-Building Strategy: To continue promoting financial asset products at all sites and increase IDA education and
          participation.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                       Core Planning Group
          Mesa United Way
          Mesa Community College
          Mesa Community Action Network (A New Leaf)
          Mesa Mercy Housing "Villa de Merced"
          Red Mountain Library
          IRS-SPEC

                                                   Other Coalition Members
          City of Mesa
          Mesa Mercy Housing
          Mesa Public Schools

Significant Coalition Activities: (List major items only, using bulleted style)
          FY2011, prepared 1,913 returns which included 1,831 e-filed returns
          FY2011, coalition operated 6 VITA sites
          2012 VITA grant recipient
          Worked with Mesa Community College to offer ACC-121 tax preparation class.
          Provided roving assistance through Mesa United Way.
          Established a new site at Red Mountain Library.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Continue to build service-learning program with community colleges to recruit student volunteers.
         Expand sites in East Mesa.
         Increase publicity and awareness of the program in low-income neighborhoods.
         Applying for the 2012 VITA grant.
                                          IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One:     Existing [ X ] Emerging [ ]
TERRITORY NAME:                Phoenix
FORMAL NAME OF COALITION: City of Phoenix EITC Campaign
Coalition Website:     http://phoenix.gov/eitc
Key Coalition City/State: Phoenix, Arizona
Coalition Chair's Name and Organization: Tamyra Spendley
Coalition Chair's e-mail address/Phone #:            Tamyra.Spendley@phonenix.gov

Date Coalition Started and Geographical Area Covered: September 2003 - City of Phoenix
Strategies - briefly define each strategy, if applicable
        Outreach Strategy: Multi-faceted effort to promote awareness and education of the available tax credits, as well as the
        availability of free tax filing service with special efforts in promoting this awareness to the homeless, veterans, refugees,
        Native Americans, Spanish-speaking residents and people with disabilities. This will be done through promotional
        materials, media alerts and public forums that are tailored to the needs of eligible Phoenix residents. Informational
h       materials will be distributed through established channels that interact with the audience on an ongoing basis.


        Tax Preparation Strategy: Implement intensive efforts to provide direct assistance to communities to increase the
        availability of free tax filing resources (i.e. additional volunteers, tax assistance sites) in low income areas of the city. By
        partnering with major stakeholders in these communities (e.g. churches, schools, neighborhood associations, etc). The
        tax -prep sites also focus on persons with disabilities, Native Americans, and military veterans in these neighborhoods.

h

        Asset-Building Strategy: Continuing the current efforts of the financial education programs with a three-class series:
        credit, budgeting and home-buying. Additional classes on identity theft and car-buying may be offered. As part of this
        curriculum, they provide classes for children ages run from 5 to 17, in conjunction with the adult three-series classes
        above.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
             Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                        Core Planning Group
        Arizona Bridge to Independent Living
        Arizona Community Action Association
        Arizona Saves
        Bank of America
        Chase Bank
        City of Phoenix- Mayor Phil Gordon
        City of Phoenix, Human Service Department, Community Service Division
        John F. Long Service Center
        Salt River Project
                                                     Other Coalition Members
        American Society Women Accounts
        Arizona Pubic Service
        Catholic Charities of Phoenix
        City of Phoenix - Neighborhood Services, Housing and Water Depts and Public Information Office
        City of Phoenix Weed and Seed Program
        Community Information and Referral Services
        Department of Economic Security
        Devry School of Management
        First Credit Union
        Gateway Community College
        Goodwill of Arizona
        Inter-Tribal Council of Arizona
        Maricopa Association of Governments
        Orangewood Church of Nazarene
        Phoenix School of Law
        Rehoboth Community Development Center
        Southwest Gas
        U.S.Veterans Initiative Homeless Shelter
        Valley of the Sun United Way
        Vanguard Financial Organization
Significant Coalition Activities: (List major items only, using bulleted style)
        FY2011, prepared 5,700 tax returns, of which 5,477 were e-filed
        FY2011, operated 21 VITA sites
        Public Awareness and Education: Over 1.5 million Phoenix residents learned about the EITC through media campaign
        through their utility bills. The City of Phoenix was one of 100 cities to focus their outreach efforts to persons with
        disabilities as part of the Real Economic Impact Tour. In partnership with Arizona Bridge for Independent Living, the city
        developed a flyer to inform persons with disabilities about EITC, free tax preparation and how their refunds may or may
        not affect their benefits. This is the third year that ABIL provided free tax preparation services for their campus and all the
        organizations they are affiliated with.
        Tax Preparation Results: For the 2011 Filing season, the City partnered with St. Joseph's Hospital to provide free tax
        preparation services as a benefit to their employees at three hospitals in the valley. Also, Arizona Federal Credit Union
        offered the services to its employees as part of the State Credit Union Support. More than 250 volunteers helped bring
        back over $9.1 million in federal refunds, $3.2 million in EITC refunds and $2 million in CTC refunds to the community.

        Tax Preparation Services: Targeted special demographics in the areas of Spanish-speaking household, persons with
        disabilities, native Americans, homeless, refuges and veterans. Processed-Based Training and TaxWise, along with Link
        & Learn, provided volunteers a choice in training. Incorporated locally developed site coordinator training, screener
        training and site manuals to all volunteers helped in implementing the emphasis on higher quality at all the sites.

Planned Future Activities: ( Summarize major plans, using bulleted style)
       Public Awareness and Education: Continue to increase and broaden the City of Phoenix EITC coalition with an
       emphasis on major employees, faith based organizations and the disabled community. Increase media coverage of
       special events and on going campaign activities. The City of Phoenix will continue their efforts with Community
       Information and Referral, local Utility companies and financial institutions to provide information on VITA locations
       throughout the city.
       Tax Preparation Services: City of Phoenix will continue partnering with current and new partners to provide a central
       location for which all volunteers can receive information about the VITA Program and the volunteer opportunities
       available. They will continue to work with various organizations to open sites where the need is present. The city has
       developed a partnering packet that is provided to prospective organizations that may be interested in sponsoring a site.
       The packet also provides information on what it takes to operate a VITA site. The city will continue to maintain
       supporting VITA site partners until they become self-sufficient.
       Financial Literacy Program: The City of Phoenix will continue Money Management International to instruct a three-
       series class on credit, budgeting, basic knowledge on taxes and homeownership. In conjunction with providing classes
       for adults, they will provide financial education classes to children ranging in age from 5 to 16 years. They will also
       provide additional classes on identity theft, buying a vehicle and three series for persons with disabilities and how their
       refunds may affect their benefits, budgeting and credit. This year the city will partner with "Take Charge America" to
       incorporate financial education at selected VITA sites.
                                          IRS-SPEC Partner Coalition FY-11
                                                                                 Please Check One:     Existing [ X ] Emerging [ ]
TERRITORY NAME:         Phoenix
FORMAL NAME OF COALITION:             West Valley Financial Empowerment Coalition
Coalition Website: www.vsuw.org (Valley of the Sun United Way)
Key Coalition City/State: Phoenix, AZ
Coalition Chair's Name and Organization: Charlie Boyce
Coalition Chair's e-mail address/Phone #:          cboyce@vsuw.org (602) 631-4879

Date Coalition Started and Geographical Area Covered: June 2010 - West Valley cities of Surprise, Avondale, Buckeye,
Glendale

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Multi-faceted effort to promote awareness and education of the available tax credits, as well as
          the availability of free tax filing service. In its first year as a coalition, outreach efforts included radio, newspaper,
          billboards and bus stop posters. Informational materials will be distributed through established channels that interact
h         with the audience on an ongoing basis.

           Tax Preparation Strategy: Implement intensive efforts to provide direct assistance to communities to increase the
           availability of free tax filing resources (i.e. additional volunteers, tax assistance sites) in low income areas of the city by
           partnering with major stakeholders in these communities (e.g. churches, schools, neighborhood associations, etc).
           The tax-prep sites also focus on persons with disabilities, Native Americans, and military veterans filings in these
           neighborhoods
h

           Asset-Building Strategy: The coalition worked with M&I Bank to provide financial information to customers who
           came into the VITA site for free return preparation.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                       Core Planning Group
           Bank of America
           Care First
           Catholic Charities of Phoenix
           Fresh Start Community Services
           M&I Bank
           Wal-Mart Foundation

                                                      Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
          FY2011, prepared 365 tax returns of which 359 were e-filed
          FY2011, operated 4 VITA sites
          Public Awareness and Education: VSUW used various avenues to increase awareness of the free tax preparation
          sites and the credits that may be available to VITA customers. This was done through bus stop advertising, billboards
          and radio.
          Tax Preparation Results: Thirty-three volunteers donated more than 850 volunteer hours and prepared 365 returns
          resulting in more than $800,000 in refunds to the West Valley community.
          Tax Preparation Services: Processed-Based Training and TaxWise, along with Link & Learn, provided volunteers a
          choice in training. Incorporated locally developed site coordinator training, screener training and site manuals to all
          volunteers helped in implementing the emphasis on higher quality at all the sites.


Planned Future Activities: ( Summarize major plans, using bulleted style)
         In FY 2012, VSUW plans on increasing the number of VITA sites in the West Valley through partnering with various
         organizations that are willing to open a VITA site. This will be accomplished by contacting those organizations that
         expressed an interest this past year however, did not participate.
                                          IRS-SPEC Partner Coalition FY-11
                                                                                  Please Check One: Existing [x] Emerging [ ]

TERRITORY NAME: Phoenix
FORMAL NAME OF COALITION: Catholic Charities - Prescott
Coalition Website: catholiccharitiesaz.org
Key Coalition City/State:    Prescott, Arizona
Coalition Chair's Name and Organization: Jean Littlehale, Catholic Charities - Prescott
Coalition Chair's e-mail address/Phone #: 928-778-2531 jlittlehale@cc-az.org

Date Coalition Started and Geographical Area Covered: December 2008 - Yavapai County, AZ
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Advertising in local newspapers, radio spots and articles published in local papers, flyers and posters
          printed and distributed to recruit volunteers and to alert the public to VITA services. Partners used their newsletters as
          advertising portals as well as for distributing to their partner organizations. Used the Yavapai College electronic sign well
h         as its internal "Electronic Blackboard" to communicate, promote and advertise our services.

          Tax Preparation Strategy: Taxes prepared primarily by appointment only on Saturdays in Prescott and Cottonwood.
h         Wednesday afternoons and early evenings in Rim Rock and Prescott Valley and Fridays in Yavapai College.

          Asset-Building Strategy: Crisis budgeting workshops offered and flyers given to all customers at preparation that
          introduced Arizona Saves program and included registration.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                        Core Planning Group
          Catholic Charities
          NACOG
          New Horizons Independent Living
          United Way
          Yavapai County Long Term Care

                                                   Other Coalition Members
          Beaver Creek Schools
          Town of Cottonwood
          Yavapai College, Prescott and Prescott Valley

Significant Coalition Activities: (List major items only, using bulleted style)
          FY2011, total returns prepared 299 of which 287 were e-filed
          FY2011, coalition operated 5 VITA sites
          Yavapai College allowed use of their space, internet access and printer for the full filing season.
          New Horizons allowed use of their space, internet access and printers for 11 weeks of tax prep.
          Beaver Creek Schools allowed use of their space, internet access and printers for 5 weeks of tax prep.




Planned Future Activities: ( Summarize major plans, using bulleted style)
         Expand service in Yavapai County to provide VITA services in Chino Valley and Meyer
         Increase number of customers served through increase # of volunteers in the Cottonwood, Chino and Meyer sites.
         Continue both Saturday and weekday tax preparation times and locations next year.
         Utilize Yavapai Community College computer lab and accounting students to improve volunteer training
         Apply for VITA/TCE Grant help to support expansion of services to rural areas.
                                         IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One: Existing [ X] Emerging [ ]

TERRITORY NAME:         Phoenix
FORMAL NAME OF COALITION: Tempe Financial Stability Initiative
Coalition Website:   www.tempe.gov/tcc/eitc
Key Coalition City/State:    Tempe, Arizona
Coalition Chair's Name and Organization: Kate Hanley
Coalition Chair's e-mail address/Phone #:      kate_hanley@tempe.gov/ 480-858-2300

Date Coalition Started and Geographical Area Covered: January 2002 - Tempe, AZ
Strategies - briefly define each strategy, if applicable
            Outreach Strategy: To continue helping hard-working families become more financially stable.
h

            Tax Preparation Strategy: To continue providing a wide realm of asset-building opportunities to VITA site customers.

h

            Asset-Building Strategy: To continue increasing asset participation focusing on savings, budgeting, educational
            opportunities and home ownership for individuals living in Tempe, Arizona.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                        Core Planning Group
            Arizona Community Foundation
            City of Tempe Mayor
            Tempe Community Council
            Tempe Schools Credit Union
            IRS- SPEC

                                                    Other Coalition Members
            Arizona Public Service
            Arizona State University

Significant Coalition Activities: (List major items only, using bulleted style)
            In FY2011, prepared 1,000 returns which included 929 e-filed returns.
            FY2011, coalition operated 2 VITA sites.
            Provided on-site asset educators.
            Affordable Housing using Community Land Trust.
            Provided on-site public benefits testing.
            Offered Homebuyer Education and Housing Counseling.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          To continue assisting low income families in building assets and wealth.
          To obtain an EFIN for ASU Law School. Open the ASU Law School site to the public.
                                      IRS-SPEC Partner Coalition FY-11
                                                                         Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:        Phoenix
FORMAL NAME OF COALITION: VITA TASK FORCE FOR TUCSON (UNITED WAY OF TUCSON & SA)
COALITION WEBSITE: http://www.unitedwaytucson.org/pages/eitc07.php
Key Coalition City/State: Tucson, Arizona
Coalition Chair's Name and Organization: CHERYL O'DONNELL; UNITED WAY TUCSON
Coalition Chair's e-mail address/Phone #: codonnell@unitedwaytucson.org; 520-903-9000

Date Coalition Started and Geographical Area Covered:         Fall of 2003 - Pima County, AZ
Strategies - briefly define each strategy, if applicable
        Outreach Strategy: The United Way EITC staff uses GIS technology to map areas where taxpayers are
        concentrated who meet the EITC income requirements and then targets outreach in those areas, mostly through
        distributing flyers and mailings. The EITC Program and our VITA tax sites are also advertised in local newspaper ads
        and press releases. Partnering and coordinating with the IRS, the United Way EITC staff holds press conferences
        with local government officials during the tax season and run radio ads continuously concerning the EITC and our
        VITA sites. The Task Force partners with Community Information and Referral Services, and
        www.unitedwaytucson.org to refer taxpayers to specific VITA sites throughout the season. Coalition has brochures
        printed showing where the VITA sites are located in the community. This year, the coalition advertised for Tax-Aide
        Program in the area. The Mayor of Tucson declared an entire month as the EITC Month from the middle of March to
        April 15th. Targeted customers: Native Americans, Spanish-speaking communities, LEP customers and other.
h

        Tax Preparation Strategy: The Task Force places emphasis on continuity of volunteer training with emphasis on
        Quality .Volunteer recruitment is a year-round endeavor to ensure proper volunteer coverage at all VITA sites. This
        year the coalition recruited over 190 volunteers, increased the number of hours at some of their sites and hosted a
h       Super Site in the downtown area.

        Asset-Building Strategy: In 2011 Tax Year, the Tax Force expanded to 17 VITA sites which also included asset-
        development activities. This past year, the number of FEAB sites increased to six and also hosted a one-day site on
        April 18. In TY2012, the asset-building program will expand to reach even more taxpayers to provide additional
        financial services to EITC eligible families and individuals.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
             Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                       Core Planning Group
        Abounding Grace
        Arizona Department of Revenue
        Catholic Community Services
        Children’s Action Alliance
        City Council Ward 111
        City Manager’s Office
        City of Tucson Community Svcs.
        Community Information and Ref.
        Congressman Raul Grijalva’s Office
        Congresswoman Gabrielle Gifford's Office
        Eastside Adult Center
        El Pueblo Adult Learning Center
        El Rio Adult Learning Center
        Ellie Towne FW Center
        Flowing Wells N.A.
        Geasa Marana
        Interfaith Council Services
        Internal Revenue Services
        International Rescue Committee
        Jewish Family and Children’s Serv.
        Lutheran Social Services
        Micro Business Advance. Ctr.
        Pima College Adult Learning Ctrs.
        Pima Community College at Bonita
        Pima Community College West Campus
        Pio Decimo Community Center
        Quincy Douglas Branch Library
        Sahuarita Express Library
        Tohono O'Odham Nation
        Tucson Electric Power
        United Way of Tucson and So. AZ - VITA GRANT RECIPIENT
        Volunteer Center-Tucson So. AZ
        YWCA
Significant Coalition Activities: (List major items only, using bulleted style)
        FY2011, prepared 2,565 returns of which 2,471 were e-filed. This resulted in a total of $1,425,483 in EITC; $739,599
        in CTC; and $3,657,328 in federal refunds. In addition, the Coalition partnered with Intuit and acknowledged 216
        returns prepared at Quincy Douglas Library that also hosted the VITA Program.
        FY2011, operated 17 VITA sites
        Public Awareness and Education:
        Developed their own VITA/TCE brochures, over 40,000 printed.
        Continued support of the FEAB Program
        Continued support of the LEP, Native American, Disabilities and Rural Programs.
        Training consisted of both classroom and Link & Learn. They also provided Quality Site Coordinator Training. In
        addition, the coalition provided on-site Site Coordinator and Greeter trainings.
Planned Future Activities: ( Summarize major plans, using bulleted style)
        Resume using GSI technology to locate potential EITC customers
        Work with High Schools to promote Understanding Taxes
        The Coalition is already working on tax training for 2012 & retention strategies for instructors and volunteers. The
        coalition will continue partnering with current partners and new ones. The VITA Task Force for Tucson will continue
        partnering with Pio Decimo Community Center as well as United Way Pinal County as they have in the past to apply
        for the IRS Grant.
        The Coalition will continue with the asset-building strategies and work to build capacity of other sites.
                                       IRS-SPEC Partner Coalition FY-11
                                                                          Please Check One: Existing [ X] Emerging [ ]

TERRITORY NAME:        Phoenix
FORMAL NAME OF COALITION: Yuma EITC Coalition
Coalition Website: ccs_soaz.com
Key Coalition City/State: Yuma, AZ
Coalition Chair's Name and Organization: Liz Thomey, Catholic Community Services
Coalition Chair's e-mail address/Phone #: liz@piodecimocenter.org 520-622-2801 x 122

Date Coalition Started and Geographical Area Covered: October, 2002 - Yuma County, AZ
Strategies - briefly define each strategy, if applicable
        Outreach Strategy: Promote credits available to low- to moderate-income families, including EITC and CTC and free
        tax preparation/e-filing opportunities through mainstream and social media, word of mouth, and networking events.
h

        Tax Preparation Strategy: Establish and maintain free tax preparation services in areas accessible to low-income
        families, with a focus on rural and LEP populations.
h

        Asset-Building Strategy: Partner with local banks and credit unions to provide free banking accounts, financial
        education opportunities and referrals for individual assistance with credit counseling, home loan services, and other
        asset-building activities. Encourage savings through use of savings bonds.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                     Core Planning Group
        Catholic Community Services of Southern Arizona
        United Way of Yuma
        Western Arizona Council of Governments
        Yuma Community Foundation

                                                 Other Coalition Members
        AARP
        AEA Federal Credit Union
        Arizona Western College
        AZ Community Foundation
        Chicanos por la Causa
        City of Yuma
        Department of Economic Security
        Goodwill Industries
        HUD
        National Bank of Arizona
        Salvation Army
        SMILE
        Wells Fargo Bank
        Yuma Community Food Bank
        Yuma Private Industry Council
Significant Coalition Activities: (List major items only, using bulleted style)
        FY2011, prepared 718 returns of which 601 were e-filed.
        FY2011, coalition operated 6 VITA sites
        Recruited and trained volunteers to prepare quality tax returns.
        Sponsored sites in Yuma County; focusing on rural and disability access, as well as LEP assistance.
        Collaborated with United Way of Tucson and Southern AZ on IRS VITA grant.
        Provided education and outreach on various tax issues affecting low-income individuals and families.
        Provided media outreach to promote EITC Day, VITA site opportunities, and EITC.

Planned Future Activities: ( Summarize major plans, using bulleted style)
       Increase asset-development activities at VITA sites, including savings bonds, benefits screening, financial education,
       and banking opportunities.
       Increase VITA sites in Yuma County.
       Increase coalition members and volunteers to expand services in new areas and increase tax site hours of operation

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:8
posted:11/8/2011
language:English
pages:13