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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