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					                                    IRS-SPEC Partner Coalition FY-11
                                                                           Please Check One:    Existing [ ] Emerging [X]
TERRITORY NAME:          St. Paul

FORMAL NAME OF COALITION: Coalition for Multicultural Taxes and Financial Education.

Coalition Website:    None

Key Coalition City/State: St Paul/Minneapolis, Minnesota

Coalition Chair's Name and Organization: Alejandro Valenzuela Jr - CLUES

Coalition Chair's e-mail address/Phone #:     AValenzuela@clues.org, phone number 612-746-3535

Date Coalition Started and Geographical Area Covered:        2011 - Minnesota
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Communicate income taxes and financial education messages throughout the immigrant
h          communities in the state.

          Tax Preparation Strategy: Expand reach of existing partners/sites to underserved taxpayers, especially with those
          having limited English-speaking skills. Open VITA sites during filing season and some post filing season. Include
h         alternative filing methods in different sites.

          Asset-Building Strategy: Most of the coalition members provide financial education and asset-building services
h         such as offering financial education classes and seminars.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                         Core Planning Group
          Tentative members:
            Centro Campesino
            CLUES
            Hmong American Family
            La Conexion
            Our Lady of Guadalupe Church
            PRO USA
            Vietnam Center


                                                   Other Coalition Members
          Currently in the process of recruiting new members who are partners with tax prep sites.

Significant Coalition Activities: (List major items only, using bulleted style)
          Several meetings were held to form charter, mission, vision statements.
          A coalition workshop was held in May on How to start a new Coalition with El Paso IRS and coalition member.
          Coalition will be hosting several events for those for whom English is a second language.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Continue to provide free tax preparation with goals of increasing numbers of volunteers and taxpayers helped.
          Promotion of alternative filing methods among existing sites where it makes sense, including opening new locations.

          The coalition plans three events in July, August and September 2011 in Minneapolis, St. Paul, and Brooklyn
          Park/Brooklyn Center.
          The coalition will hold the second annual EITC Day for the Twin Cities near the end of January 2012. SPEC will
          assist in planning.
          Strengthen the collaboration of all sites and partners; eventually seek grant support for combined and individual
          partners to increase services in Minn.
                                IRS-SPEC Partner Coalition FY-11
                                                                                   Please Check One: Existing [X] Emerging [ ]
TERRITORY NAME: St. Paul

FORMAL NAME OF COALITION: MN - TEAC (Minnesota Tax Education and Assistance Coalition)

Coalition Website:    N/A

Key Coalition City/State: St. Paul, Minnesota

Coalition Chair's Name and Organization: Rosi Heins, University of Minnesota Extension-Anoka County

Coalition Chair's e-mail address/Phone #:          763-767-3879

Date Coalition Started and Geographical Area Covered: 1995 - State of Minnesota

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Provide EITC education to all targeted program recipients in all 87 counties in Minnesota. All
           counselors for the State Workforce Centers, County Social Services and Family and Children's Services receive
h          materials.

           Tax Preparation Strategy: For FY11, advertise free tax preparation sites in targeted EITC low income - high
h          population neighborhoods.

           Asset-Building Strategy: Partner with local financial institutions at key tax prep sites to provide asset building tools
h          (credit union savings accounts, pre-paid debt cards) and free financial planning information to customers.

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
           AARP
           AccountAbility Minnesota
           Children's Defense Fund Minnesota
           Greater Twin Cities United Way
           Hennepin County Department of Economic Assistance
           Minnesota Department of Revenue
           University of Minnesota Extension Programs

                                                       Other Coalition Members
           AARP - MN 1
           College of Human Ecology- Univ of MN
           Community Action of Minneapolis
           Family & Children's Services
           Legal Aid Society of Minneapolis
           Minneapolis Dept of Health & Family Support
           Minnesota Budget Project, MN Council of Nonprofits
           MN Community Action Association
           MN Depart of Children, Families & Learning
           MN Depart of Economic Security - Workforce Center
           MN Depart of Human Services
           Ramsey County Financial Asst. Services
           University of MN Law School

Significant Coalition Activities: (List major items only, using bulleted style)
           AccountAbility MN is the only tax prep partner in the coalition. During filing season 2011, they supported 12 metro
           sites and provided tech assistance to 17 greater MN sites preparing more than 11,000 returns.
           In January 2011, Claim It! materials (United Way developed EITC materials) were ordered and delivered to approx. 90
           local service providers to share with their benefits customers. EITC posters with both credit and site info were
           distributed for use in offices and waiting areas. Worked with the U of MN extension program to get Claim It! info to the
           providers of nutrition info classes which target low-income families with school-age children.
           Statistics from Federal Reserve and other sources show reduction in numbers of taxpayers not claiming EITC
           compared to years prior to the Claim It! campaign.

Planned Future Activities: ( Summarize major plans, using bulleted style)
           AAM plans to incorporate the alternate site model at its main office in St. Paul and at the Mpls Urban League in 2012.
                                         IRS-SPEC Partner Coalition FY-11
                                                                                 Please Check One: Existing [X] Emerging [ ]

TERRITORY NAME:           St. Paul

FORMAL NAME OF COALITION: Immigrant Community Roundtable

Coalition Website:    None

Key Coalition City/State: St Paul, Minnesota

Coalition Chair's Name and Organization: Larry Walker

Coalition Chair's e-mail address/Phone #:      LWalkerKMI@aol.com, phone # 651-726-5051
Date Coalition Started and Geographical Area Covered:        2006 - Minnesota statewide
Strategies - briefly define each strategy, if applicable
h        Outreach Strategy: Provide tax information via e-mail to at least 500 members

        Tax Preparation Strategy: Some partners in this coalition prepare taxes; all of the rest are outreach and refer LEP
h       taxpayers to these partners.

        Asset-Building Strategy: Some members provide full range of financial education services; taxpayers are referred to
h       them.

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
        AccountAbility Minnesota (AAM)
        Centro Campesino - Owatonna
        Comunidades Latinos Unidos En Servicio (CLUES)
        Consulado de Mexico
        IRS -TAS and SPEC
        La Conexion
        Latino Economic Development
        MN Dept. of Revenue (MDOR)
        Neighborhood House

                                                   Other Coalition Members
        Casa de Esperanza
        Catholic Charities
        Chicano Latino Affairs Council
        FBI
        Greater Minneapolis Council of Churches
        Immigrant Law Center
        Minneapolis Public Libraray
        Social Security Administration
        United Way

Significant Coalition Activities: (List major items only, using bulleted style)
        The Coalition meets quarterly.
        SPEC presents information for outreach, tax preparation and financial education at some of the meetings; next two will
        include presentations by SPEC, MDOR and possibly TAS.

Planned Future Activities: ( Summarize major plans, using bulleted style)
        CLAC is holding the Latino Community Forum: Economic Development and Education at three southern Minn.
        Locations in June 2011: Worthington, St. James and Mankato.
        The new Multicultural Taxes Coalition will be hosting events in Minneapolis, St. Paul and other cities through
        September. The roundtable will suppport these events, esp. with marketing.
        SPEC will work to obtain marketing support and other resources for a multicultural event (including tax prep) on the
        2012 EITC Day.

				
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posted:11/26/2011
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