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					                                        IRS-SPEC Partner Coalition FY-11
                                                                             Please Check One:     Existing [ ] Emerging [X]
TERRITORY NAME: Atlanta
FORMAL NAME OF COALITION: Municipality of Caguas Awareness Campaign

Coalition Website: none
Key Coalition City/State: Caguas, Puerto Rico
Coalition Chair's Name and Organization: Yadida Rios
Coalition Chair's e-mail address/Phone #: Y_Rios@caguas.gov.pr (787) 638-2901

Date Coalition Started and Geographical Area Covered:          February 2011 – Caguas area

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Partner organizations promoted tax preparation and related services through various channels:
h        radio, flyers and community-based collaboration to assist low- to moderate-income families.

         Tax Preparation Strategy: The Municipality of Caguas in conjunction with the Internal Revenue Service and the
         Puerto Rico Treasury Department sponsor an e-file tax preparation site to offer free tax preparation of the individual
         federal returns and Puerto Rico individual tax returns to low- and moderate-income taxpayers residing in Caguas and
h        neighboring municipalities.

         Asset-Building Strategy: Attract financial institutions in coalition to provide free bank accounts to facilitate direct
h        deposit and develop long-range asset building strategies.

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
         Municipality of Caguas
         Puerto Rico Treasury Department
         Internal Revenue Service (SPEC)

                                                    Other Coalition Members
         Accounting Training Center
         Huertas Jr College


Significant Coalition Activities: (List major items only, using bulleted style)
         For 2011 filing season, certified VITA volunteers prepared 341 individual federal returns (256 e-filed) and thousands
         of individual income tax returns for Puerto Rico.
         Offered financial education to its residents and neighboring municipalities.
         Published articles on local newspapers promoting their services.
         The Municipality of Caguas promoted the tax preparation services to its residents with the distribution of flyers
         throughout Caguas neighborhoods and near municipalities.



Planned Future Activities: ( Summarize major plans, using bulleted style)
         Improve connections to financial literacy classes and other asset-building resources through new partnerships.
                                          IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:        Atlanta
FORMAL NAME OF COALITION: San Juan ACTC Awareness Campaign
Coalition Website: none

Key Coalition City/State: San Juan, Puerto Rico
Coalition Chair's Name and Organization: General Manager, Jorge M. Vadell, Caribe Federal Credit Union

Coalition Chair's e-mail address/Phone #: jvadell@caribefederal.com 787-474-5147

Date Coalition Started and Geographical Area Covered: October 2003 - City of San Juan and adjacent areas
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: To inform low- to moderate-income families about the availability and filing requirements of the
          Additional Child Tax Credit. Through partnerships, educate Limited English-speaking to understand and meet their life-
h         cycle tax obligations.

          Tax Preparation Strategy: To integrate existing sites into a more comprehensive demographic-based tax preparation
          strategy for San Juan, Guaynabo and adjacent areas. To assist in the e-filing of federal tax returns at the Caribe Federal
          Credit Union branch and San Patricio Office Center Co-located Site for the low to moderate - income and limited-English
h         proficiency taxpayers of San Juan, Guaynabo and the Metropolitan area.

          Asset-Building Strategy: To promote financial education by providing bank account orientations to facilitate direct
h         deposit. In addition, to develop long-range asset-building strategies.

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
          Caribe Federal Credit Union
          Department of Treasury (Hacienda)
          Internal Revenue Service (SPEC)

                                                      Other Coalition Members
          Puerto Rico Society of CPAs
          University of Phoenix

Significant Coalition Activities: (List major items only, using bulleted style)
          For 2011, prepared 450 returns (381 e-filed) at two free electronic tax preparation sites and outreach to low income
          families in San Juan.
          Coordinated ACTC outreach through local media (WKVM (810AM) Radio, WKAQ - radio, El Nuevo Día & El Vocero
          newspaper).
          Disseminated Publication 4281(PR), Tienes Niños to inform the community about the refundable tax credit.
          Published an article on the Caribe federal website discussing the filing requirements for ACTC.


Planned Future Activities: ( Summarize major plans, using bulleted style)
          Expand the delivery of financial literacy, provide linkage to asset-building resources and sponsor a financial fair.
          Develop enhanced strategies for volunteer recruitment, retention and training.
          Improve in targeting the non-participating but potentially eligible individuals and families for outreach and return
          preparation services.

				
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posted:11/24/2011
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