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Abilene - Center on Budget and Policy Priorities

VIEWS: 6 PAGES: 37

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

FORMAL NAME OF COALITION: West Central Texas Center for Economic Opportunity (fka Financial Resources for Economic
Empowerment)

Coalition Website: None

Key Coalition City/State: Abilene, Texas

Coalition Chair's Name and Organization: Dixie Bassett, United Way of Abilene and Terry Johnson, New Seed Initiative

Coalition Chair's e-mail address/Phone #: dixie@unitedwayabilene.org (325) 677-1841 or tjohnson@newseedinitiative.org
(325) 672-6715

Date Coalition Started and Geographical Area Covered: October 2003 - Taylor County and surrounding counties

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Use television spots, newspaper releases, and flyers for the general public; mail-outs to all
           persons currently receiving services through the partnering organizations. Participation in National EITC Day.
h

           Tax Preparation Strategy: Assist low-income, elderly, disabled and persons with limited English-speaking skills with
           free tax preparation. Consolidated sites to tax prep site located downtown and one ad hoc site for assisting rural
h          taxpayers.

           Asset-Building Strategy: Offer financial education classes including credit repair, homeownership, budgeting,
           student financial aid information and starting a small business. Provide IDA accounts with 4-1 match for purchasing a
h          home, pursuing an education, or developing a small business.

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
           Boys & Girls Club
           Dodge-Jones Foundation
           First Financial Bank
           New Seed Initiative, LLC
           Region 14 Education Service Center
           United Way of Abilene

                                                        Other Coalition Members
           2-1-1 Texas: A Call for Help
           Military VITA at Dyess AFB
           TX-4 AARP Tax-Aide

Significant Coalition Activities:   (List major items only, using bulleted style)
           For the 2011 Filing Season, CEO operated one base site and one ad hoc site. CEO prepared over 900 returns,
           excluding AARP and Dyess AFB efforts.
           Increased number of volunteers.
           Secured excellent training facility through partner (Region 14 Education Center).
           Provided guidance to other communities and expanding to surrounding counties.
           Financial institution volunteers continue to conduct financial literacy classes using FDIC's Money Smart.
           New facility incorporates ongoing FEAB efforts and will offer year-round services.


Planned Future Activities: ( Summarize major plans, using bulleted style)
         Subsequent filing season goal of 1200 returns (excluding AARP & Dyess AFB)
         Maintain IDA program to assist more families with asset acquisitions.
         Adjust focus of financial literacy classes to two groups: younger families and older families.
         Improve volunteer training and quality of tax returns.
                                              IRS-SPEC Partner Coalition FY-11
                                                                                      Please Check One: Existing [ ] Emerging [ x ]

TERRITORY NAME:         Houston

FORMAL NAME OF COALITION: Brazoria County Asset Building Coalition
Coalition Website: N/A

Key Coalition City/State: Angleton, Texas

Coalition Chair's Name and Organization: Gloria Luna-United Way Of Brazoria County

Coalition Chair's e-mail address/Phone #: 1212 N Velasco, Angleton, TX. 77515 /gluna@uwbc.org

Date Coalition Started and Geographical Area Covered: July 2010 - Brazoria County, Texas

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Focused on promoting free tax preparation and flyers through United Way partners. Also arranged
h           several one day events including EITC Super Saturday.

             Tax Preparation Strategy: Two VITA sites - The coalition promotes the VITA sites and sponsors one-day, free tax
h            preparation to disabled and low income taxpayers in Brazoria County.

             Asset-Building Strategy: One of the sites is a bank and provides financial assistance by promoting asset-building through
h            home ownership and opening bank accounts for the unbanked.

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
            Adult Reading Center
            Christ Lutheran Church
            First State Bank-Clute
            Lone Star Legal Aid
            Pearland Neighborhood Center

                                                         Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
            This coalition is just emerging and will have activities to report next year.

Planned Future Activities: ( Summarize major plans, using bulleted style)
                                        IRS-SPEC Partner Co

TERRITORY NAME:        Dallas

FORMAL NAME OF COALITION: Arlington Assets for Working Families

Coalition Website: None

Key Coalition City/State: Arlington, Texas

Coalition Chair's Name and Organization: Sandra Kinloch, United Way Tarra

Coalition Chair's e-mail address/Phone #:     Sandra.Kinloch@unitedwaytarran

Date Coalition Started and Geographical Area Covered: September, 2006 -

Strategies - briefly define each strategy, if applicable

h



h


h

Partners: (List Core Planning Group, then Sub-Committee Members, the
            Add or delete rows by right-clicking on line number below where row
                                                          Core Planning Group




                                                      Other Coalition Membe




Significant Coalition Activities: (List major items only, using bulleted style




Planned Future Activities: ( Summarize major plans, using bulleted style)
                                        IRS-SPEC Partner Coalition FY-11
                                                                                  Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME:        Dallas

FORMAL NAME OF COALITION: Arlington Assets for Working Families

Coalition Website: None

Key Coalition City/State: Arlington, Texas

Coalition Chair's Name and Organization: Sandra Kinloch, United Way Tarrant County

Coalition Chair's e-mail address/Phone #:      Sandra.Kinloch@unitedwaytarrant.org      817-548-9595

Date Coalition Started and Geographical Area Covered: September, 2006 - Arlington, TX & Eastern Tarrant County

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: EITC & CTC awareness programs at Foundation Communities Tax Center and incorporated with the
            City of Arlington's Dollar Wi$e program.

            Tax Preparation Strategy: Free tax prep provided thru 10 AARP sites which are located in every City of Arlington library
            plus the VITA Program of Foundation Communities Tax Center which has sites at Shadowbrook Apartments and Family
            Guide, Inc. a TCE grant recipient.

            Asset-Building Strategy: City of Arlington is proactive in financial education and offers a program named Dollar Wi$e.
            Classes are offered as needed at city sites. The nonprofit Foundation Communities offers financial literacy classes.

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 TX-1 Tax-Aide
            Arlington 211 System Director
            Arlington Human Service Planners, UW Tarrant County
            City of Arlington Dept. of Community Services
            Resident Services Coordinator, Foundation Communities

                                                       Other Coalition Members
            Bank of America
            Chase Bank
            Citibank
            City of Arlington
            United Way of Tarrant County
            Wells Fargo

Significant Coalition Activities: (List major items only, using bulleted style)
            For the 2011 filing season, VITA & TCE site results: 903 e-filed returns + 51 Paper = 954 total returns
            AARP Site Results: 2,143 e-file returns

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Increase number of sites as well as extend days and hours of other VITA sites.
          Continue to partner with AARP and assist all possible.
                                IRS-SPEC Partner Coalition FY-11
                                                                           Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:           Houston    (SPEC RM - J Stewart, Austin POD)

FORMAL NAME OF COALITION:            Foundation Communities-Community Tax Centers

Coalition Website:     www.foundcom.org

Key Coalition City/State:   Austin, Texas

Coalition Chair's Name and Organization: Alpha Balde, Director

Coalition Chair's e-mail address/Phone #: alpha.balde@foundcom.org 512-610-7375

Date Coalition Started and Geographical Area Covered: 2004 - Travis and Williamson, Bastrop Counties, Texas

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Outreach (English/Spanish) is conducted in a variety of ways. Television, radio spots, newspaper
         articles and door-to-door distribution of flyers with site and tax information. Tax seminars are delivered by staff and/or
         volunteers to groups, businesses, etc. throughout the community on tax issues, site publicity, financial coaching services
h        publicity, housing services publicity, financial services (i.e. Cash for College) publicity.

          Tax Preparation Strategy: For 2011 tax season, assist 20,000 taxpayers with current and prior year returns at 14
          super sites throughout Travis, Williamson and Bastrop Counties. Tax preparation services are also provided to the
h         disabled and non-English speaking at established sites as well as ad hoc sites.

          Asset-Building Strategy: Offer financial stability programs on a year-round basis including financial coaching, Cash for
h         College, Doorways to Dreams - US Savings Bond promotion program, IDA program.

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
          2-1-1 Texas
          Austin ISD
          Bastrop Tax Coalition
          Catholic Charities of Central Texas
          Center for Public Policy Priorities
          Del Valle IDS
          Disability Program Navigator
          Dolores Catholic Church
          Foundation Communities-Community Tax Centers
          Goodwill Industries
          H-E-B
          Kolar Advertising
          Law Office of Thomas Esparza, Jr.
          McCombs School of Business-University of Texas @ Austin
          Political Asylum Project of Austin
          Round Rock ISD
          Skillpoint Alliance
          St. Edwards University
          Texas Appleseed
          Texas C-Bar
          Travis County
          Travis County Services for the Deaf and Hard of Hearing
          Travis County South Rural Community Center-Del Valle
          WorkForce Solutions Capital Area
                                                   Other Coalition Members
          3M
          Bank of America
          Chase Bank
          Citi Foundation
         City of Austin
         City of Round Rock
         Corporation for Enterprise Development
         Frost Bank
         Junior League of Austin
         Michael & Susan Dell Foundation
         National Disability Institute
         Silverton Foundation
         United Way Capital Area and United Way of Williamson County
         Wachovia
         Wal-Mart Foundation
         Washington Mutual
         Wells Fargo

Significant Coalition Activities: (List major items only, using bulleted style)
        As of April 2011, 16,927 current and prior year returns were prepared at 14 VITA sites. W7 completion assistance
        offered at all tax sites.
        Continued services to the disabled community in 2011 (2,052 returns prepared for taxpayers identifying a disabled
        member in their household). CTC partners with Travis County Services for the Deaf and Hard of Hearing clients. CTC
        partners with the Disability Program Navigator and other organizations serving the disabled.
        Year-round services include free tax prep, financial/credit/asset assistance and education and outreach. Cash for
        College-FAFSA is a one-on-one program with clients where FAFSA forms are completed and provided basic guidance
        on the cost of higher education and how to pursue higher education.
        Students of three college accounting programs--University of Texas, St. Edwards and Austin Community College--
        volunteer as tax preparers.
        All services are offered in Spanish.
        Special outreach focus was given to Making Work Pay Credit and other pertinent ARRA credits. Marketing included
        …television, radio, newspaper, local non-profits, businesses, schools, local gov., etc.
        Partnered with Capital Area Food Bank offering outreach and enrollment services for the Supplemental Nutrition
        Program (formerly called Food Stamp Program) to eligible taxpayers.
        As of April 2011: Financial Coaching - assisted 101 clients
        - Cash for College: 818 FASFA applications completed (17% increase compared to prior year)                          -
        Doorway to Dreams: 293 clients purchased US savings bonds                                                     - 1,566
        clients screened for public benefits                                                                  - 80 SNAP
        applications completed
Planned Future Activities: ( Summarize major plans, using bulleted style)
        Expand returns prepared to 20,000
        Expand financial coaching program participants

         For 2012, increase all services to the disabled community through a partnership with the emerging disability work group.
                                 IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:          Houston

FORMAL NAME OF COALITION:           Lamar University Collaborative

Coalition Website:     N/A

Key Coalition City/State: Beaumont, Texas

Coalition Chair's e-mail address/Phone #: Elton Payne, Jr Lamar University

Date Coalition Started and Geographical Area Covered:         2010 - Southeast Texas

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Publicize the free tax services through the local media. Provide EITC, other tax credits and tax law
            information to the low income community through local media and other community partners, social media available to
h           Lamar University, churchs, large, medium and small employers, etc.

           Tax Preparation Strategy: Train volunteers who prepare taxes - certify up to Advanced level. Expand to include 4
           additional VITA sites: 2 in Beaumont libraries and 2 intake sites via the implementation of SKYPE. They plan to make at
h          least one of the intake sites a full VITA site.

           Asset-Building Strategy: They have formed the Southeast Texas Alliance for Economic Inclusion which will focus on
           the financial education and asset-building component. They formed 3 subcommittees which include Asset Building and
           IDA Committee, Financial Products and Services and Financial Education.
           Some activities planned include a community garden that will include partnerships with local school districts. There have
           been 5 school closings, and the garden would be located on a school campus.The gardens could be used to teach
           Nutritional Education and Financial Education. The SBA could help provide financial/business plans. It is possible to
           have a teaching laboratory on site. The activities of the Financial Education Committee included a survey and Finance
           Park (Jr. Achievement) on Dec. 9 at 8:15 at the IBEW. The Entergy partner will keep them abreast of RAISE Texas
h          Action Summit which focuses on asset building and IDAs.

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
           Bridge City State Bank, United Way of Mid and South Jefferson County
           Catholic Charities of SE Texas, Beaumont Independent School District
           City of Beaumont
           Entergy
           Lamar University

                                                    Other Coalition Members



Significant Coalition Activities: (List major items only, using bulleted style)
           For the 2011 filing season, prepared 265 returns at 1 site at the University
           Financial Education and Asset-building - Adult education and credit counseling annually


Planned Future Activities: ( Summarize major plans, using bulleted style)
           Increase tax preparation
           Expand EITC awareness and outreach
           Identify additional partners
                                     IRS-SPEC Partner Coalition FY-11
                                                                            Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:           El Paso

FORMAL NAME OF COALITION:            Cameron County Economic Opportunities Coalition

Coalition Website:     None

Key Coalition City/State: Brownsville, Texas

Coalition Chair's Name and Organization: Wendy Hanson of United Way of Southern Cameron County
Coalition Chair's e-mail address/Phone #: wendy.hanson@unitedwayrgv.org/ 956-548-6880

Date Coalition Started and Geographical Area Covered:         November 2004 - Cameron and Willacy Counties
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: United Way of Southern Cameron County is the lead administrator of the Cameron County
h          Economic Opportunities Coalition. United Way provided presentations, television spots, newspaper articles, ads and
           newsletter articles about EITC.

           Tax Preparation Strategy: Currently the CCEOC consists of five sites. The coalition plans to increase the sites for
h          next year for and extend VITA services to areas in the northern section of Cameron County. All sites are equipped
           with bilingual volunteers.

           Asset-Building Strategy: United Way of Southern Cameron County along with Consumer Credit Counseling
h          Services offered financial education workshops to workplaces throughout the community. United Way of Southern
           Cameron County has an IDA Program for homeowners.

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
           Community Development Corporation of Brownsville
           Public Utilities Board of Brownsville
           United Way of Southern Cameron County
           University of Texas Brownsville

                                                   Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
           Coalition has 9 VITA sites: Prepared 1,944 tax returns, with 1,867 efile returns Flyers and posters were distributed to
           local businesses and employers.
           United Way provided four presentations to community organizations about EIC and VITA.
           United Way of Southern Cameron County, along with Consumer Credit Counseling Services, held financial education
           workshops at work places to more than 900 community members.
           United Way provided incentives to VITA clients to use refund money top purchase savings bonds.
           Media outreach aired on 8 television reports, 4 newspaper articles, ads and newsletters articles.
           United Way hosted a Beehive mobile team unit with a very successful result. Also hosted the self-preparation
           Beehive tax kiosk.
Planned Future Activities: ( Summarize major plans, using bulleted style)
           The Coalition members will continue to apply for the IRS VITA grant so additional funding can be obtained. If
           additional funds are obtained, they will expand the reach and scope of the program by recruiting new partners,
           expanding the volunteer base and opening
                                     IRS-SPEC Partner Coalition FY-11
                                                                                  Please Check One:     Existing [ X ] Emerging [ ]
TERRITORY NAME: El Paso
FORMAL NAME OF COALITION: Asset Building Coalition of Corpus Christi
Coalition Website:

Key Coalition City/State:   Corpus Christi, Texas

Coalition Chair's Name and Organization: Donna Hurley with United Way
Coalition Chair's e-mail address/Phone #: 361-882-2529

Date Coalition Started and Geographical Area Covered:          October 2007 - Corpus Christi
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Provide Corpus Christi and surrounding counties with media materials through newspapers,
           television, printed brochures, news release, email blast and United Way website. An increase in television interviews and
h          news releases resulted in an increase of returns prepared by 30%.

           Tax Preparation Strategy: Recruited and certified 94 volunteers in all levels to prepare returns. The training schedule
           was changed this year providing a larger variety of classes to choose from. This year a 2-hour Link & Learn orientation
           class was offered to those who preferred but still needed help learning how to use the available tools. The coalition had 5
           returning sites and 2 new, with one expanding to the rural community of Kingsville, TX. Site coordinators are funded by
           the hosting partner to ensure the sites provides a quality return to all. The goal of the CA$H Coalition is to provide free tax
           preparation and e-filing for low- to moderate-income taxpayers with focus on the Earned Income Tax Credit and Child Tax
h          Credit.

           Asset-Building Strategy: United Way of the Coastal Bend has formed an Asset Building Coalition with other partners in
           the community and for the first time held an event called "Living Beyond Paycheck;" flyers were distributed at VITA sites.
           Texas A&M Corpus Christi partnered with the Coastal Community and Teacher Credit Union VITA site to provide one-on-
           one counseling on the benefits of opening a retirement savings account and receive a savers credit. All sites participated
           with educating VITA clients on the saving bond options. United Way offered an incentive to anyone who purchased a
h          $100 Savings Bond with a free $50 bond.

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
           Coastal Community and Teachers Credit Union
           Corpus Christi Housing Authority
           Delmar College
           Goodwill industries of South Texas
           Texas A&M Corpus Christi
           Texas A&M Kingsville
           United Way of Coastal Bend
                                                      Other Coalition Members
           211
           Boys and Girls Club
           Deaf and Hard of Hearing Center
           HEB
           IBC Bank
           Republic Bank
           Workforce Solutions of the Coastal Bend
Significant Coalition Activities: (List major items only, using bulleted style)
           Coalition had 7 VITA sites: 2 independent college sites, 1 independent partner site, 4 sites operated by the collaboration
           of United Way and Goodwill Industries. Prepared 2,255 tax returns, with 2,137 efile returns
           Hosting partners paid their site coordinators.
           United Way participated in the first annual Living Beyond Pay check to Pay check event held on January 29th
Planned Future Activities: ( Summarize major plans, using bulleted style)
           Continue seeking new partners and funding.
           Expand asset-building programs into more VITA sites.
           Expand VITA programs to more rural areas surrounding Corpus Christi
                                 IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:        El Paso

FORMAL NAME OF COALITION:              Zavala County VITA
Coalition Website:      http://www.zavalacountyvita.org/

Key Coalition City/State:     Crystal City, Texas
Coalition Chair's Name and Organization:         Gloria Hernandez

Coalition Chair's e-mail address/Phone #:      gloria7123@sbcglobal.net & (830)374-7123
Date Coalition Started and Geographical Area Covered:             2008 - Zavala County, Texas
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Zavala County VITA is now a stand-alone coalition. The coalition members continue to deliver
h          EITC information to the county taxpayers. News releases on EITC sent to all newspapers in County.

           Tax Preparation Strategy: There are four different VITA sites throughout the county. There is a VITA site at the
           Memorial Public Library, Housing Authority in Crystal City. There is a site in La Pryor and an ad-hoc site in Batesville.
h

           Asset-Building Strategy: The Zavala County VITA Coalition has partnered with the Zavala County Bank, which offers
h          asset-building classes as well as a presence during site hours to help taxpayers open a bank account at that time.


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
           County Judge's office in Zavala County
           Crystal City Independent School District
           Middle Rio Grande Development Council
           Workforce Solutions Middle Rio Grande

                                                      Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
           Coalition has 4 VITA sites: Prepared 215 tax returns, with 212 efiled.
           News release sent out to all newspapers, radio stations both in English and Spanish on EITC qualifications.
           EITC Awareness event held at the Crystal City Memorial Library with newspaper staff as well as elected officials
           supporting VITA.
           Zavala County was part of the Tri-County Coalition last year. They are now a stand-alone coalition.
           Processed-based training held at Crystal City High School.

Planned Future Activities: ( Summarize major plans, using bulleted style)
           Continue working on the VITA grant and look for funding. Funding is needed to keep VITA Program going. The Coalition
           needs a paid site coordinator and funding for outreach activities.
           Expand days and hours operation of sites
                                 IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME: El Paso

FORMAL NAME OF COALITION:            Dimmit County VITA
Coalition Website: N/A

Key Coalition City/State: Carrizo Springs, Texas

Coalition Chair's Name and Organization:       Nancy Gonzalez

Coalition Chair's e-mail address/Phone #: nancy.gonzalez@mrgdc.org (830) 876-3533

Date Coalition Started and Geographical Area Covered:          Dimmit County, Texas
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: The coalition continues to deliver Edict information through Workforce Solutions Middle Rio
           Grande, Carrizo Springs ISD and the Our Lady of Guadalupe Catholic Church. News releases on EITC is sent to all
h          newspapers in the county.

           Tax Preparation Strategy: Two different VITA sites at Workforce Solutions and Carrizo Springs ISD. One paid site
           coordinator at MRGDC. Community Services agency in Carrizo Springs is interested in hosting a VITA site this coming
h          tax year. The coalition continues to prepare quality tax returns for the community

           Asset-Building Strategy: The VITA sites continue to offer savings bonds through TaxWise. Coalition has contacted a
h          couple of local banks in hopes of partnering next year to provide financial education literacy to the community.

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
           Carrizo Springs Independent School District
           Chamber of Commerce Carrizo Springs
           Community Services Agency
           IRS-SPEC
           Workforce Solutions Middle Rio Grande-Carrizo Springs

                                                   Other Coalition Members
           Our Lady of Guadalupe Catholic Church

Significant Coalition Activities: (List major items only, using bulleted style)
           For the 2011 filing season, prepared 207 returns with $332,445 in total refunds
           Workforce Solutions Middle Rio Grande developed coupon stuffers to market the VITA sites and EITC. News releases
           sent out to all newspapers, radio stations both English and Spanish on EITC qualifications and Economic Stimulus return
           information.
           Tri-County coalition is no longer in existence. Dimmit County VITA supplants the Tre-County coalition for Maverick
           County.
           Received $1500 from the City of Carrizo Springs and $1500 from HEB

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Funding is needed to continue the VITA Program which includes paying a site coordinator; attend budget meeting for the
         city at the next city council meeting; apply for IRS grant with Maverick County
         Develop an asset-building program by partnering with local banks.
         Expand days and hours of operation of sites.
         Continue to expand the volunteer base - recruit more volunteers.
         Recruit more partners to develop more VITA sites.
                              IRS-SPEC Partner Coalition FY-11
                                                                         Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:          Dallas

FORMAL NAME OF COALITION: Earn It! Keep It! $ave It!

Coalition Website: www.unitedwaydallas.org/eks

Key Coalition City/State: Dallas, Texas

Coalition Chair's Name and Organization: Gala Trigg, Director, Family Financial Centers Community

Coalition Chair's e-mail address/Phone #:       gtrigg@unitedwaydallas.org / 214-978-2069

Date Coalition Started and Geographical Area Covered: October 2008 - City of Dallas

Strategies - briefly define each strategy, if applicable
             Outreach Strategy: United Way is using its Brand/Market staff to set up news conferences, media coverage and
             mayoral press releases. Each partner is marketing services to its own clients. Also used combined $100,000
h            marketing campaign of paid and in-kind products for media, signage, grassroots, etc.

            Tax Preparation Strategy: EKS has funded some existing sites to pay for part time site coordinators, provided
            computers where appropriate to prepare tax returns, and started new sites using IRS-loaned equipment. In third
            year through Foundation Communities funded all site coordinators and intake persons, reduced sites from 27 to 9,
            expanded days and hours to at least 40 a week for all sites. Increased production to over 5,000 and aiming for
h           10,000.

            Asset-Building Strategy: Encourage Family Financial Center partners to participate in VITA Program and
h           encourage VITA partners to participate in Family Financial Center program

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
            Citi
            FedEx/Office
            Foundation Communities of Dallas
            IBM
            The City of Dallas
            The Dallas Foundation
            Thompson Family Foundation
            United Way of Metropolitan Dallas

                                               Other Coalition Members
            Concord Baptist Church* evolving
            Ferguson Road Initiative Weed and Seed
            Habitat for Humanity
            North Dallas Shared Ministries
            Urban League of Greater Dallas
            Women's Southwest Federal Credit Union

Significant Coalition Activities: (List major items only, using bulleted style)
            In third year reorganized, hired Foundation Communities as VITA site operator and did over 5,000 returns with 9
            instead of 27 sites.
            Hired coordinator, Mega-site model is working well.

Planned Future Activities: ( Summarize major plans, using bulleted style)
           Incorporate Family Financial Center programs with VITA families.
            Expand the VITA Program to serve more low income families.
            Expand the outreach efforts to educate more families about federal tax credits in addition to local asset-building
            opportunities in Dallas.
            Expanding the reach of the coalition outside the city of Dallas to inner suburbs.
                                           IRS-SPEC Partner Coalition FY-11
                                                                             Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME: Dallas

FORMAL NAME OF COALITION: Neighborly Outreach Works, Inc

Coalition Website:    N/A

Key Coalition City/State: Dallas, Texas

Coalition Chair's Name and Organization: Yolanda Gills

Coalition Chair's e-mail address/Phone #: 214-337-5000

Date Coalition Started and Geographical Area Covered: 2001 - Covers part of the West Dallas Area

Strategies - briefly define each strategy, if applicable
        Outreach Strategy:
h       Promote EITC/CTC Awareness

        Tax Preparation Strategy:
h       Provide Free Electronic Tax Prep

        Asset-Building Strategy:
        Provide finacial literacy by educating on budgeting, savings, and promoting savings bonds, bank accounts and debit cards
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
        Dallas West Church of Christ

                                                   Other Coalition Members
        Cedar Crest Church of Christ

Significant Coalition Activities: (List major items only, using bulleted style)
        They have successfully transitioned from TaxWised Desktop to TaxWise online.
        As of April 18, 2011 combined there were a total of 285 returns prepared.

Planned Future Activities: ( Summarize major plans, using bulleted style)
       Their future plans are to reach out more to the Hispanic community by becoming a CAA for ITINs.
       Also use the Over-the-Phone Interpreter services to better serve those with limited English-speaking skills.
                               IRS-SPEC Partner Coalition FY-11
                                                                          Please Check One: Existing [X ] Emerging [ ]

TERRITORY NAME:           Dallas

FORMAL NAME OF COALITION: Southeast Dallas Coalition

Coalition Website: www.Pleasantgroveweedandseed.com

Key Coalition City/State: Dallas, Texas

Coalition Chair's Name and Organization:       Dr. Shirley King-Executive Director: Porject Safe Neighborhood

Coalition Chair's e-mail address/Phone #: (214) 489-9300 Swking1978@aol.com
Date Coalition Started and Geographical Area Covered: January 2000 - Dallas, Pleasant Grove, Mesquite, Cedar Hill,
Seagoville and Balch Springs.

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Promote Life Cycle publication series, tax benefits, credits and other information in English and
            Spanish. Promote EITC, Child Tax, disabilities information and promote the tax credits in the rual areas through
h           partners.

            Tax Preparation Strategy: The coalition partners provide space for VITA tax training at the new Eastfield College-
h           Pleasant Grove campus. One of the partners provides a VITA site.

            Asset-Building Strategy: Partners of both the coalition and the Southeast Dallas Chamber are promoting to clients
            the "Building Wealth, A beginner's guide to securing one's financial future," one of many brochures from the Federal
            Reserve Bank of Dallas. One of the partners is providing the brochures in the rural area of Northeast Texas in Van
h           Zandt county and the Canton Regional Chamber of Commerce in the same county.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                    Core Planning Group
            Launching A Dream
            Pleasant Grove Weed and Seed
            Project Safe Neighborhood
                                                   Other Coalition Members
            Big Brothers - Big Sisters
            Brentwood Health Care
            Buckner Children and Family Services of North Texas
            Caring Services of Southeast Dallas, INC.
            Dallas Christian Women's Job Corp, Inc.
            Dallas Independent School District
            Dallas Public Library- Pleasant Grove
            Eastfield College
            Inwood Bank
            Lake June- Head Start
            Mount Sinai Baptist Church
            New Creation Church
            Nova Charter School
            Pleasant Grove Mission Possible
            Pleasant Grove Weed and Seed
            South Texas Dental
            Texas Workforce- Pleasant Grove
            Texastar - Maximus
            The Family Place
            The Hope Center of Dallas
            The Wilkinson Center
            Umphress Road UMC
            University of North Texas- Dallas Campus
            Victory Love Outreach Church
            WIC- Program-Lake June
            Young and Blameless, Inc.
            YWCA

Significant Coalition Activities: (List major items only, using bulleted style )
            The Pleasant Grove Weed & Seed is the main part of the coalition initiatives
            National Night Out-In October
            Teens Summits, Summer Youth programs.
            Holiday in the Grove (This event took place in December)
            Project Safe Neighborhood (Crime Watch Meets)
            Community Leadership Conference

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Coalition members plan continue to recruit volunteers from organizations to work at new and existing sites.
          Acquire more faith-based outreach in the community and to serve taxpayers at sites.
          Promote more of the financial asset-building information to the community.
          Work with the Dallas ISD community leaders to get their students involved in VITA.
          Explore ways to reach out to the disabilty taxpayers in the area.
          Get partners more involved in IRS SPEC outreach, VITA , financial literacy and rural initiatives.
                                  IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME:         El Paso
FORMAL NAME OF COALITION: Del Rio Family Economic Success Coalition
Coalition Website: None
Key Coalition City/State: Del Rio, Texas (Mid-Border)
Coalition Chair's Name and Organization: Angelo Gonzalez
Coalition Chair's e-mail address/Phone #:      bengelo11@yahoo.com

Date Coalition Started and Geographical Area Covered: September 2003 - Del Rio and Val Verde Counties
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Provide EITC outreach and education during pre-filing, filing, and post-filing seasons through the
           use of IRS-printed materials, press conferences, radio, newspapers, paycheck stuffers and banners. Market and
h          encourage sites to participate in the FAST, I-Can, and CAA Programs.

           Tax Preparation Strategy: Start recruitment of new volunteers earlier, provide tax law and electronic filing training to
h          existing and new volunteers.

           Asset-Building Strategy: Asset-building programs are in place with the Border Federal Credit Union.. Tax prep offer
           options of split refunds, savings bonds and direct deposit. Del High School students provided tax prep for senior parents
h          and Border assisted in completion of Financial Aid Program.

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
           Border Federal Credit Union
           Catholic Charities
           City of Del Rio
           Del Rio Housing Authority
           Del Rio/San Felipe CISD High School
           Sul Ross State University
           Workforce Solution-Del Rio
                                                       Other Coalition Members
           IRS-SPEC

Significant Coalition Activities: (List major items only, using bulleted style)
           Coalition has 9 VITA sites: Prepared 1,536 tax returns, with 1505 efile returns
           The Del Rio Housing Authority received a VITA Grant. The grant included Del Rio, Uvalde and Brackettville
           The Del Rio Family Economic Success Coalition received $3,750 from City Council and more than $500 from Bank and
           Trust in support of the VITA Program.
           Relationship managers provided process-based training for partners and volunteers in December. Sul Ross State
           University provided classroom and computers. BFCU trained their employees and Del Rio High School students.
           BFCU participated in I-Can and CAA Program and three other sites participated in the FAST Program
Planned Future Activities: ( Summarize major plans, using bulleted style)
           Work on retaining trained volunteers.
           Expand and continue building a stronger asset-building program with the local banks.
           Relationship manager and coalition to work on increasing more business participation in VITA Program.
           Expand days and hours of operation on VITA site to include Saturday.
           IRS relationship manager is planning a workshop to inform potential volunteers and businesses about VITA Program and
           credits (EIC, and Child Tax Credit).
                                  IRS-SPEC Partner Coal

TERRITORY NAME: Dallas
FORMAL NAME OF COALITION: Financial Stability Partnership of Denton C
Coalition Website: N/A
Key Coalition City/State: Denton, Texas
Coalition Chair's Name and Organization: Leah Jordan, United Way of Den
Coalition Chair's e-mail address/Phone #:

Date Coalition Started and Geographical Area Covered: January 2008 - No
Strategies - briefly define each strategy, if applicable
h

h

h

Partners: (List Core Planning Group, then Sub-Committee Members, th
            Add or delete rows by right-clicking on line number below where ro
                                                         Core Planning Group




                                                     Other Coalition Membe




Significant Coalition Activities: (List major items only, using bulleted styl




Planned Future Activities: ( Summarize major plans, using bulleted style)
                                  IRS-SPEC Partner Coalition FY-11
                                                                               Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME: Dallas
FORMAL NAME OF COALITION: Financial Stability Partnership of Denton County
Coalition Website: N/A
Key Coalition City/State: Denton, Texas
Coalition Chair's Name and Organization: Leah Jordan, United Way of Denton County
Coalition Chair's e-mail address/Phone #:

Date Coalition Started and Geographical Area Covered: January 2008 - Northern Denton County, Texas
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Promote EITC/CTC awareness in Northern Denton County.

           Tax Preparation Strategy: Provide free tax return preparation in Northern Denton County.

           Asset-Building Strategy: Provide financial literacy information/education in Northern Denton County.

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
           Consumer Credit Counseling Service
           Retired and Senior Volunteer Program
           Texas Cooperative Extension Service - Denton County
           United Way of Denton County
           Wells Fargo Bank

                                                     Other Coalition Members
           Denton Independent School District
           Denton Public Library System

Significant Coalition Activities: (List major items only, using bulleted style)
           Through April 18, 2011, the coalition prepared 295 returns, accounting for $126,425 in EITC funds and $433, 280 in total
           refunds.
           They did reach out and set up a mobile site at UNT (University of North Texas) 2 to 3 days a week.
           The coalition had a total of 17 volunteers that assisted in reaching the number of 295 return prepared and the total amount
           of refunds that were issued. This was a decrease of 8 volunteers from the 25 they had the year before.
           The United Way Board approved the hiring of a new staff person to coordinate volunteer recruitment for UW and to
           coordinate coalition activities throughout the year.
           They transitioned from TaxWise Desktop to TWO for e-filing.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          The Coalition plans to expand its outreach efforts to include other Denton County nonprofits.
          The Coalition will explore options to service the rural areas surrounding Denton County.
                                     IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME: El Paso
FORMAL NAME OF COALITION:            Maverick County VITA
Coalition Website: None
Key Coalition City/State:     Eagle Pass, Texas
Coalition Chair's Name and Organization: Jose Faz

Coalition Chair's e-mail address/Phone #: jose.faz@mrgdc.org & (830)773-1191

Date Coalition Started and Geographical Area Covered:          June 2004 - Maverick County
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Workforce Solutions-Eagle Pass continues to be the lead organization for the coalition. The site has
           financial literacy material available to the general public. The Eagle Pass ISD continues to hold information booths on tax
           compliance at some of their school functions. Started gearing outreach efforts to those in Eagle Pass with limited English
           skills. We began a partnership with the Kikapoo Native American Reservation in 2010 to help their tribal members with all
h          facets of the VITA Program.

           Tax Preparation Strategy: Workforce Solutions-Eagle Pass continues to be the only VITA site in Eagle Pass. All
           volunteers are bilingual, which is a great asset since the majority they assist are Spanish-speaking taxpayers. The site
           continues to be available every day with the exception of Friday and Sunday to assist taxpayers in tax preparation and
h          improving the quality of returns prepared.

           Asset-Building Strategy: The coalition continues to strengthen and help families in the community to be financially self-
           sufficient. We are currently working on partnering with financial institutions so that we may provide a partner for the
h          coalition to provide the financial education literacy to the taxpayers.

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
           City of Eagle Pass
           Consumer Credit Counseling of Greater San Antonio
           Eagle Pass Chamber of Commerce
           Eagle Pass ISD
           Fort Duncan Regional Medical Center
           Maverick County Judge
           Middle Rio Grande Development Council
           Workforce Solutions-Eagle Pass

                                                     Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
           Workforce Solutions developed coupon stuffers to market the VITA site and EITC. News releases sent out to all
           newspapers on EITC qualifications.
           Received $500 from Fort Duncan Regional Medical Center.
           Provided processed-based training to volunteers held at Sul Ross State University.
           Coalition has 9 VITA sites: Prepared 1000 tax returns, with 948 efile returns in 2011.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Continue to apply for the IRS VITA grant so funding can be obtained. If additional funding is obtained, expand the reach
         of the program by recruiting new partners therefore creating more sites. Funding is needed for outreach activities.

           Implement an asset-building program by partnering with financial institutions.
                                   IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:          El Paso
FORMAL NAME OF COALITION:
Coalition Website: www.freetaxeselpaso.org
Key Coalition City/State: El Paso, Texas
Coalition Chair's Name and Organization: Larry Garcia, El Paso Affordable Housing Credit Union Service Organization
Coalition Chair's e-mail address/Phone #: epaffordablehousing@sbcglobal.net (915) 838-9608

Date Coalition Started and Geographical Area Covered:             May 2002 - El Paso County
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: The lead agency for the Coalition for Family Economic Progresscontinues to be El Paso Affordable
          Housing Credit Union Service Organization (EPAH-CUSO). CFEP's mission is to strengthen and help families in the
          community to become self-sufficient. As members of the coalition, EPAH-CUSO, El Paso Collaborative and Volar CIL
          include EITC education in their financial literacy presentations. With El Paso being located on the Texas/Mexico border,
          numerous outreach presentations are geared to Limited English Proficient audiences. Texas this year promoting services
          available to persons with disabilities. The tax clinic especially benefits the non-English-speaking population, many of
          them living as far the adjacent towns in Fabens and Tornillo Counties.
h

           Tax Preparation Strategy: FY2011 filing season was the ninth year for the Coalition. The Coalition concentrated on
           increasing availability of tax preparation sites for working people and improving the quality of returns prepared during the
           filing season. Partnering with the United Way of El Paso County, One Economy provided the Beehive van for two weeks
           and helped incorporate Kiosks at three local VITA sites. Every Coalition VITA site includes bilingual volunteers to assist
           the those with limited English proficiency within the community. Ensured all VITA sites were accessible to persons with
           disabilities. This year, three of our sites offered current, prior year and amended return preparation.
h

h          Asset-Building Strategy: The Coalition has two individual Development Account Programs. El Paso Collaborative has
           marketed its IDA Program at the VITA site the past several filing seasons. Strategies include incorporating financial
           literacy and asset-building into the services provided at the VITA site. Extending their marketing campaign by using
           neighborhood associations, post offices, and credit union organizations as distribution centers for materials. The EPAH-
           CUSO has the other IDA program which assists individuals with down payment and closing costs. The program matches
           funds on a 1:2 ratio and has been successfully marketed by EPAH-CUSO in the Financial Education and
           Homeownership Workshops. Approximately 550 families and individuals have been involved in the program between
           October 2010 to May 2011. Educate taxpayers in financial literacy by promoting split refunds, saving bonds and Earned
           Income Credit

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
           City of El Paso Neighborhood Association
           El Paso Affordable Housing Credit Union Service Organization
           El Paso Collaborative
           Tribal Government of the Ysleta del Sur Pueblo
           YWCA of El Paso
                                                     Other Coalition Members
           AARP TCE TX 4
           Project Vida
           Volar CIL
           Rio Vista Community Center
           University of Texas at El Paso
           Project Bravo
           United Way of El Paso County
Significant Coalition Activities: (List major items only, using bulleted style)
           With AARP-TCE, the Coalition operated 26 sites throughout the El Paso County, IRS TAC TRR working at site;
           preparing over 4,848 tax returns, with 4,457 efile returns.
           Coalition fortunate to receive VITA Grant funds again this year to purchase supplies, laptops, printers and hiring a part-
           time IT employee.
           Piloted Sch C VITA Site this year.
         Continuing with Low Income Tax Clinic helps the Spanish-speaking population resolve tax-related problems year-round
         at EPAH-CUSO
         Partnering with National Disability Institute, conducted first Real Economic Impact Tour in El Paso this year
         All VITA sites open on Saturdays participated in Super Saturday event on January 29, 2011.
         Hired nine Americorp VISTAs to work with coalition partners throughout filing season.
Planned Future Activities: ( Summarize major plans, using bulleted style)
         Expanding VITA sites, striving for a minimum 5% increase in return preparation next filing season.
         Pilot Virtual Service Delivery at two Coalition VITA sites.
         Research availability of "Free Credit Report" days.
         Further promote purchasing of Saving Bonds.
         Expand financial education and asset building services to more VITA sites.
         Using alternative Model plan to expand rural VITA sites .
                                      IRS-SPEC Partner Coalition FY-11
                                                                            Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:        Houston

FORMAL NAME OF COALITION:             Neighborhood Tax Centers

Coalition Website:     www.neighborhood-centers.org

Key Coalition City/State: Houston, Texas

Coalition Chair's Name and Organization: Elizabeth Colvin, Neighborhood Centers Inc.

Coalition Chair's e-mail address/Phone #: ecolvin@neighborhood-centers.org Phone: 713-669-5313

Date Coalition Started and Geographical Area Covered:         September 2008 - Houston and surrounding cities

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Improve awareness through a coordinated marketing campaign and grassroots outreach.
h         Distinguish our free service from for-profit services using the word "free" with qualifications and fine print.

          Tax Preparation Strategy: Select locations with high street visibility and the ability to be open 4-7 days a week with
          long hours. Build capacity for preparation of 1000+ returns at each tax center. Do targeted recruitment for tax center
h         volunteers.

          Asset-Building Strategy: Open bank accounts, assist with accessing public benefits, promote IDA accounts and
h         provide referrals to nonprofits focused on financial stability and success.

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
         City of Houston
         Family Services of Greater Houston
         Neighborhood Centers Inc. (program administrator)
         United Way of Greater Houston
         United Way's THRIVE Initiative
         YMCA
         IRS SPEC
                                                     Other Coalition Members
         AIG
         Alliance for Economic Inclusion
         Amegy Bank
         Bank of America
         Bank on Houston
         Catholic Charities
         Chase
         Chinese Community Center
         Covenant Community Capital
         ECHOS
         HEB
         Houston Community College
         Houston Endowment
         Houston Independent School District
         Houston Public Libraries
         Lakewood Church
         Mayor's Office for People with Disabilities
         Money Week Houston
         People's Trust
         University of Houston
         And many other partners and supporters!
Significant Coalition Activities: (List major items only, using bulleted style)
         Background: In September 2008, at the request of United Way, Neighborhood Centers Inc. became the administrator of
         the Houston Asset Building Coalition and rebranded the program "Neighborhood Tax Centers." In their first tax season
         (2009), Neighborhood Centers increased the number of returns prepared by 77% (16,821 returns). The program growth
         has continued with a 31% increase (22,079 returns) in 2010 and a 12% increase (24,747 returns) in 2011.

         2011 Tax Center Marketing campaign included an Apple Pie give away. The event, held at one of the high-capacity tax
         centers, started at 10:40 am and Neighborhood Tax Centers gave away 211 pies, representing the 2-1-1 number that
         people need to call for locations and hours of Neighborhood Tax Centers. Message: Get the WHOLE PIE from
         Neighborhood Tax Centers. Don't settle for a slice of your own money.
         NTC is a certified acceptance agent and offered this service 5 days a week at 5 different locations during the 2011 tax
         season.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         2011: Prepare 28,000 returns during the calendar year. 2012: Prepare 31,000 returns for the calendar year.
         Offering services as an ITIN Certified Acceptance Agent is labor intensive and burdensome on our program. We are
         looking for more efficient ways to offer this service.
         NTC's year-round and largest tax center is now housed on the 5-building, 4-acre campus of the Baker-Ripley Community
         Center. Additional services available to the community include a community development credit union, charter school,
         pre-K classes, adult education, ESL, immigration services and IDA accounts.
                                   IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One:     Existing [ ] Emerging [ X ]

TERRITORY NAME: Houston Territory

FORMAL NAME OF COALITION:                VN TeamWork

Coalition Website:     www.vnteamwork.org

Key Coalition City/State: Houston, TX

Coalition Chair's Name and Organization: Michael Nguyen - VN Teamwork

Coalition Chair's e-mail address/Phone #:          281-495-8936      hiepluc@vnteamwork.org

Date Coalition Started and Geographical Area Covered: October 2009 - Houston, TX (North, SE & SW Houston) Sites in Veterans
Memorial area, SE on Scarsdale & SW Houston

Strategies - briefly define each strategy, if applicable
h            Outreach Strategy: Distribute outreach messages on ACA and EITC to clients seeking assistance in VN Teamwork
             Health Care and Community Service Programs. Promote outreach messages via existing media and nonmedia
             partnerships.

h            Tax Preparation Strategy: Provide free tax preparation services to taxpayers in communities around Houston. FY2011
             VN Teamwork supported five VITA sites located in North, Southeast and Southwest Houston

h            Asset-Building Strategy: Incorporate financial education seminars at VN Teamwork for VITA clients and work with
             GCCSA to promote IDA and other GCCSA financial education programs to all VITA clients.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                          Core Planning Group
             Gulf Coast Community Service Association (GCCSA)
             VN Teamwork

                                                             Other Coalition Members
             University Of Houston College of Business

Significant Coalition Activities: (List major items only, using bulleted style)
            Filing Season 2011 - 1,923 current and prior year returns prepared at 5 sites. $2.7 million in refunds, $1 million in EITC

             GCCSA Empowerment Fair - Outreach ARRA & EITC - 2010
             LEP Asian Pilot partner
             SPEC CAA ITIN partner

Planned Future Activities: ( Summarize major plans, using bulleted style)
           Build on partnerships to offer Financial Education Information to clients
           Increase Free Tax Preparation - consider Alternative Rural Strategies
                                IRS-SPEC Partner Coalition FY-11
                                                                             Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME: El Paso

FORMAL NAME OF COALITION: Laredo Family Economic Success Coalition
Coalition Website:     www.laredofesc.org

Key Coalition City/State: Laredo, Texas

Coalition Chair's Name and Organization: Rogelio Trevino, Ex Dir, WorkSource Solutions, Laredo

Date Coalition Started and Geographical Area Covered: January 2006, Laredo, Texas
Coalition Chair's e-mail address/Phone #:        rogelio.trevino@twc.state.tx.us (956) 722-3973

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Develop marketing campaign for EITC outreach and education using printed materials, press
h         kits. Stimulus package outreach will be accomplished primarily through Goodwill and newspaper.

           Tax Preparation Strategy: Create well-staffed sites for e-file tax preparation. Search for capable coordinators; select
h          sites in appropriate areas.

           Asset-Building Strategy: Azteca Economic Development Corp is using a grant to sponsor financial education
h          seminars to residents of the Colonias outside the city limits of Laredo

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
           AZTECA Housing Development
           City of Laredo Community Development Department
           City of Laredo Library
           Goodwill San Antonio (site in Laredo)
           Laredo Independent School District
           WorkSource Solutions Laredo

                                                      Other Coalition Members
           Texas A&M International
           United School District
           United Way of Laredo

Significant Coalition Activities: (List major items only, using bulleted style)
          Coalition has 13 VITA sites: Prepared 2,897 tax returns, with 2,768 efile returns
          Five Sites - three library sites, one high school site, and one Goodwill
          Webb County hired two Americorp VISTA volunteers to develop volunteer recruitment and marketing plans for 2011.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Bring local university/colleges into program with student participation.
         Locate funding to be able to support ongoing activities.
                                  IRS-SPEC Partner Coalition FY-11
                                                                               Please Check One:     Existing [ X ] Emerging [ ]

TERRITORY NAME: Dallas

FORMAL NAME OF COALITION: Coalition of Community Assistance Volunteers, Inc. (CCAV)

Coalition Website:       www.freetaxprep4u.org

Key Coalition City/State: Lubbock, Texas

Coalition Chair's Name and Organization: Steve Anderson, President; Shari Flynn, Administrator

Coalition Chair's e-mail address/Phone #: LHFC@lubbockhousing.com 806.687.CCAV (2228)

Date Coalition Started and Geographical Area Covered: May 2002 - Lubbock County & surrounding areas

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Press releases (print & broadcast), posters, & flyers on topics such as filing responsibilities, EITC,
h           & e-file. Participation in National EITC Day

            Tax Preparation Strategy: Countywide campaign to provide free tax assistance and e-filing for the low-income, limited-
h           English-speaking, elderly, and disabled taxpayers in the community.

            Asset-Building Strategy: CCAV partners with Lubbock Housing Finance Corporation to provide first time homebuyer
h           workshops, and financial literacy classes.

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
            American State Bank
            Lubbock Housing Finance Corporation (LHFC)
            South Plains Community Action Association
            Texas Tech U - College of Human Sciences (Div. of Personal Financial Planning
            Texas Tech U - School of Business
            Texas Tech University School of Law
            TX-4 AARP Tax-Aide
            United Way of Lubbock

                                                    Other Coalition Members
            City of Lubbock (Lubbock Housing Authority)
            Texas Tech Small Business Development Center
            Texas Tech Office of International Affairs

Significant Coalition Activities: (List major items only, using bulleted style)
            For the 2011 Filing Season, CCAV operated one super site and prepared over 1,500 returns (excluding AARP) for west
            Texas taxpayers, plus an additional 200 returns for non-resident aliens attending Texas Tech University.
            Received donations (sponsorships) from 7 local banks totaling $6,250
            Received $2,500 from United Ways of Texas
            Received $1,000 from Lubbock Area United Way
            Received $3,000 grant from United Ways of Texas for savings bond match
            Received $15,000 matching grant from Federal Home Loan Bank of Dallas
            Sponsoring banks provided opportunities for taxpayers to open accounts VITA site.
            CCAV continues to partner with LHFC to provide financial literacy classes.
Planned Future Activities: ( Summarize major plans, using bulleted style)
            Work with new partner in Plainview, Texas to establish a rural VITA site.
            Subsequent filing season goal of 1,800 returns and 250 non-resident returns
                               IRS-SPEC Partner Coalition FY-11
                                                                         Please Check One: Existing [ x ] Emerging [ ]

TERRITORY NAME:           Dallas

FORMAL NAME OF COALITION: Deep East Texas Rural Initiative

Coalition Website: none

Key Coalition City/State: Lufkin, Texas

Coalition Chair's Name and Organization: Nancy Bledsoe-Goodwill Industries of Central East Texas

Coalition Chair's e-mail address/Phone #: nancy.bledsoe@lufkingoodwill.org          (936) 632-8838

Date Coalition Started and Geographical Area Covered: August 2009 - Lufkin

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Deep East Texas Rural Initiative to continue to increase awareness of EITC, CTC and AARA
         outreach efforts throughout the rural communities to assist those potential eligible but not claiming the credits.
h        Increase there employer's awareness to participate in there VITA program.

         Tax Preparation Strategy: Coalition sponsored two VITA sites - includes Goodwill Lufkin and T. L.. L. Temple
h        Memorial Library-Diboll.

         Asset-Building Strategy: Goodwill Industries of Central East Texas offering financial literacy program and
         partnering with First Bank & Trust of East Texas that's being hosted at that facility. MoneySmart classes are
h        continuing to be offered throughout the year.

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..

         Goodwill Industries of Central East Texas- Lufkin
         T.L.L. Temple Memorial Library Diboll

                                                Other Coalition Members
         Angelina Federal Employees Credit Union
         Best Buy- Lufkin
         Boys & Girls Clubs of Lufkin and Crockett
         Disabled American Veterans
         Etech, Inc-Lufkin
         First Bank & Trust East Texas - Lufkin
         Goodwill Industries Angelina, Nacogdoches, Houston, Trinity, San Augustine, and Sabine Counties
         J R Huffman Library-Hemphill
         Living Water Equine Services
         Lufkin ISD
         Pregnancy Help Center
         Tri-County Community Action, Inc-Center

Significant Coalition Activities: (List major items only, using bulleted style)
         • The strategy that's being used in the Deep East Texas is to reach out to other surrounding communities as they
         have in Diboll, Texas where a VITA site for 2011 was established. Looking at other areas to reach out to such as
         San Augustine, Crockett and Huntington to increase the numbers of taxpayer to offer free VITA assistance in
         promoting EITC, CTC, and AEITC etc.
         • Goodwill will be partnering with businesses, non-profit organization and Lufkin ISD to offer one day sites
         • Goodwill will continue to offer FEAB classes and VITA volunteers training that will start in October running through
         December.

Planned Future Activities: ( Summarize major plans, using bulleted style)
        • Deep East Texas rural initiative is establish several sites in other communities.
        • Goodwill will continue its efforts to strengthen partnerships with community organization such as Etech, Inc and
        Best Buy in support of volunteer recruitment and tax preparation. Each year additional organization will be added.
        • Goodwill will have computers set-up for patrons to use as self help to do tax returns during the 2012 filing season.
                                 IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:             El Paso

FORMAL NAME OF COALITION:              Family Asset Building Task Force

Coalition Website:     None
Key Coalition City/State:     McAllen, Texas
Coalition Chair's Name and Organization: Luisa Saenz with Children's Defense Fund
Coalition Chair's e-mail address/Phone #: lsaenz@childrensdefense.org/956-687-5437

Date Coalition Started and Geographical Area Covered:         November 2003 - Hidalgo County

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: The Family Asset Building Task Force Coalition is administered by The Children's Defense Fund in
h         McAllen as a way to strengthen and help families in the community to become self-sufficient.

          Tax Preparation Strategy: All volunteer sites include bilingual volunteers to assist the Limited English Proficient
h         taxpayers within the community. This year the coalition added a VITA site increasing their high school sites.

          Asset-Building Strategy: As a member of the coalition, Affordable Homes of South Texas has been a working partner
h         since 2004, providing taxpayers with financial literacy.

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
          Children's Defense Fund
          Homes of South Texas
          McAllen Chamber of Commerce

                                                     Other Coalition Members
          AARP Tax Aide
          Bank of America
          BBVA Compass Bank
          City of McAllen
          Community Hope Project
          IBC Bank
          International Bank
          J P Morgan Chase Foundation/Bank
          Lone Star Bank
          PSJA ISD
          Texas HHS
          Texas Rio Grande Legal Aid
          United Way of South Texas
          Wells Fargo
Significant Coalition Activities: (List major items only, using bulleted style)
          Coalition has 7 VITA sites: Prepared 1,284 tax returns, with 1,237 efile returns
          Pharr-San Juan-Alamo ISD continues to embark with new strategies on approaching community leaders.
          The coalition expands its VITA sites to include another Pharr-San Juan-Alamo ISD site to be fully staffed by the student
          volunteer base.
          Provided EITC and return preparation information to parents in the school districts and major McAllen-area employers.
          Used counselors, teachers and administrators from the McAllen ISD and Pharr-San Juan-Alamo ISD for support of the
          programs.
          Partnered with McAllen ISD, teaching process-based training classes to students within their normal curriculum of day
          classes.
          Conducted fundraising meetings with local community leaders and financial institutions to locate resources to fund the
          continued operation of the coalition.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         United Way of McAllen will be the administrator of the coalition for next year. Plans are to expand the Rio Grande City
         and Starr County.
         Meetings have been held to recruit new partnership to increase coalition members.
                               IRS-SPEC Partner Coalition FY-11
                                                                         Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME: Dallas

FORMAL NAME OF COALITION: Midland Asset Building Coalition

Coalition Website: http://www.midland.edu/bedc/abc/

Key Coalition City/State: Midland, Texas

Coalition Chair's Name and Organization: Alfredo Chaparro, Midland College Business & Economic Development Center
Coalition Chair's e-mail address/Phone #: achaparro@midland.edu (432) 684-4215

Date Coalition Started and Geographical Area Covered: 2007 - Midland, Texas

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Partner with local organizations to provide financial education workshops and community fairs.
h

            Tax Preparation Strategy: Partner with the Permian Basin VITA Coalition to promote free tax return preparation for
h           low income, those having limited English-speaking skills and rural taxpayers.

            Asset-Building Strategy: Promote financial education and asset-building by providing financial literacy and IDA
h           program to promote homeownership and curb predatory lending practices in Midland.

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
            Casa de Amigos
            City of Midland Community Development Division
            Community National Bank
            Habitat for Humanity
            Midland College Business and Economic Development Center
            Midland Community Development Corporation
            United Way of Midland County


                                                 Other Coalition Members
            Permian Basin VITA Coalition

Significant Coalition Activities: (List major items only, using bulleted style)
            Several outreach initiatives have been held promoting the significance of homeownership and programs to assist
            homebuyers.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Conduct a Midland Financial institution breakfast
          Investigate a child savings account program for Midland
          Restart the IDA program in Midland
          Facilitate programs that will increase credit scores for Midlan citizens
          Generate baseline data that communicates asset-building priorities for Midland
                                   IRS-SPEC Partner Coalition FY-11
                                                                                  Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:       Dallas

FORMAL NAME OF COALITION: Permian Basin VITA Coalition

Coalition Website: N/A

Key Coalition City/State:   Odessa, Texas

Coalition Chair's Name and Organization:       Jill Miller, Executive Director - Odessa Affordable Housing

Coalition Chair's e-mail address/Phone #:       jtmiller@nwol.net/ 432-362-2349

Date Coalition Started and Geographical Area Covered: May 2009- Midland and Ector Counties, Texas

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Promote VITA and FEAB efforts through media with news releases and participation in National EITC
h         Day.

          Tax Preparation Strategy: Prepare returns for taxpayers of Midland and Ector Counties with an emphasis on low income,
h         limited English proficiency, and rural.

          Asset-Building Strategy: Partner with Midland Asset Building Coalition in an effort to increase financial education and asset
h         building awareness and activities.

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
          Casa de Amigos
          Catholic Charities
          Community National Bank
          My Community Federal Credit Union
          Odessa Affordable Housing
                                                     Other Coalition Members
          2-1-1 Texas Permian Basin
          Midland Asset Building Coalition
          Midland College
          TX-4 AARP Tax Aide

Significant Coalition Activities: (List major items only, using bulleted style)
          For the 2011 Filing Season, PBVC was awarded $21,000 in VITA grant funds. PBVC operated 3 VITA sites in Midland and
          two sites in Odessa. Together, these sites prepared 1,300 returns.
          Secured funding from the VITA Grant that was awarded to the Permian Basin VITA Coalition to expand the rural program.

          Midland College provided computer lab for training.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Recruit additional partners to expand rural tax preparation efforts.
         Increase volunteer base.
         Apply for additional VITA funding.
         Subsequent filing season goal of 1,500 returns.
                                           IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME: Houston Territory

FORMAL NAME OF COALITION: Williamson County Financial Stability Coalition

Coalition Website: www.wilcofreetaxprep.org

Key Coalition City/State: Round Rock, Texas

Coalition Chair's Name and Organization: Mark Adams - Volunteer & LeAnn Powers, CPO - United Way Williamson County

Coalition Chair's e-mail address/Phone #: mdadams3@verizon.net and leann@unitedway-wc.org

Date Coalition Started and Geographical Area Covered: May 2010 - Williamson County, Texas


h           Outreach Strategy: Involve media, large employers, schools, non-profits at beginning of tax season, with updates
            through the season, describing the services available through the VITA sites. Incorporate EITC general guidelines into
            outreach. All outreach to be provided in English and Spanish.

h           Tax Preparation Strategy: Operate 2 VITA sites and partner with Community Tax Center Site in Round Rock, 5 AARP
            TCE sites and ad hoc sites. Goal for the 2011 tax season the coalitions 1st tax season) is to prepare between 1,500 to
            2,000 returns for low to moderate income taxpayers.

h           Asset-Building Strategy: At this time FEAB will be limited to publicizing credit/budgeting/identify theft classes
            sponsored by partner Catholic Charities and referring VITA/TCE customers to those classes.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                         Core Planning Group
            AARP
            Catholic Charities
            Foundation Communities - Community Tax Centers
            United Way of Williamson County
            Williamson Burnet Counties Opportunity, Inc.

                                                              Other Coalition Members
            2-1-1 Texas
            City of Georgetown,Texas (in-kind contribution)
            City of Taylor, Texas (in-kind contribution)
            Dell Foundation (in-kind contribution)
            IBM (in-kind contribution)
            Walmart Foundation (funder)

Significant Coalition Activities: (List major items only, using bulleted style)
            For the 2011 filing season, 2,033 returns were prepared by the 8 free tax sites
            Hired VITA project coordinator and site coordinators.
            Developed web site for volunteer recruitment and to publicize all free tax sites

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Relocate Leander site to another facility.
          Considering an additional VITA site for 2012 tax season.
          Coalition members discussing how to enhance dinancial education activities.
          Re-evaluate free tax site publicity.
                                 IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME: El Paso
FORMAL NAME OF COALITION: Alamo City Coalition for Economic Self-Sufficiency (ACCESS)

Coalition Website:    www.vitasa.org
Key Coalition City/State:     San Antonio, Texas
Coalition Chair's Name and Organization: Richard Keith, City of San Antonio, Dept. of Community Initiatives
Coalition Chair's e-mail address/Phone #: Richard.Keith@sanantonio.gov            210-207-8221

Date Coalition Started and Geographical Area Covered:          2001 - City of San Antonio

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Provide the community with timely marketing and media materials through newspaper,
           television, radio, printed brochures, bill boards, direct marketing, United Way website, cable television, via buses and
           bus stops. Advertise EITC, tax law updates, any program initiated by IRS or SPEC. This year a PR firm was hired to
           help with publicity and marketing.City of San Antonio has media department that assists with planning and delivery.
           2007 coalition hired marketing firm to develop new logos, slogans, colors geared more toward the Spanish population.
h          This marketing has carried forward to future years.

           Tax Preparation Strategy: 400 volunteers/paid filers recruited and certified in all levels to prepare returns. Several
           varieties of training classes are offered to provide the best comprehensive training with various levels of instruction to
           fit the experience levels of the volunteers and meet their time constrains for training. Quality is of utmost importance.
           27 sites with 80 desktop computers are used to prepare returns. Sites were determined based on City Council
h          districts (funding) and zip code areas that serve those with low-moderate incomes..

           Asset-Building Strategy: The Coalition has a financial education committee to develop programs that are
           implemented in the VITA sites. Three "hubs" provide service to families in neighborhoods that they serve. Many
           asset- building programs are offered and approximately 150 families are being assisted through IDAs, homebuyer
           programs, credit counseling, etc. Many other partners offer auto refinance programs, low income bank products,
           financial education classes, and social service assistance. The new coalition has a committee of financial institutions,
           social service agencies, credit counselors, etc. that do nothing but plan and implement asset-building programs to
h          serve the community.

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
           CITI Texas
           City of San Antonio
           Frost Bank
           United Way

                                                      Other Coalition Members
           Alamo Area Council of Government
           Bank of America
           Broadway Bank
           Consumer Credit Counseling Service
           Federal Reserve Bank
           Goodwill
           HEB Grocery Chain
           Project Quest
           Security Services Federal Credit Union
           Social Service Agencies
           Wells Fargo Bank
Significant Coalition Activities: (List major items only, using bulleted style)
           Coalition has 27 sites, 2 are year round sites: 3 independent college sites; 2 independent partner sites, IRS TAC TRR
           working at site; 20 sites operated by the City of San Antonio: 1 City Mobile Team; and 1 Schedule C pilot. Prepared
           32,600 returns with 31039 efile returns
           Coalition funds a number of paid filers to ensure that all sites are properly staffed
           United Way does all of the coalition volunteer recruiting.
           Coalition has one disability site. This site takes appointments and has a bus that can pick up the clients. The city has
           a mobile team that makes ad hoc appointments with various disabled organizations to prepare returns.
           Most of the returns prepared are for those with limited English-speaking skills, a major focus in San Antonio.
           Coalition consists of steering committee containing high-level, San Antonio executives; Asset-building committee
           containing many financial institutions and other organizations that work directly with financial education and asset
           building programs; and VITA Working Group with 4 sub-committees that works with all operational aspects of the
           program; i.e., training, volunteer recruitment, site operations and media/marketing.
           SA is recipient of VITA Grant.
Planned Future Activities: ( Summarize major plans, using bulleted style)
           Expand asset-building programs into more VITA sites
           Start recruiting volunteers earlier in the year
           Expand services by opening sites earlier
           Add Kiosks at the university sites
                                              IRS-SPEC Partner Coalition FY-11
                                                                                      Please Check One: Existing [ ] Emerging [ X ]

TERRITORY NAME: Houston

FORMAL NAME OF COALITION: Solution for Communities - Children's Books on Wheels (CBOW)

Coalition Website:     childrensbooksonwheels.org

Key Coalition City/State: Spring, Texas

Coalition Chair's Name and Organization: Rita Wiltz Solution for Communities/(CBOW)

Coalition Chair's e-mail address/Phone #: rw2619@msn.com (281) 844-7596

Date Coalition Started and Geographical Area Covered: October 2010 - Montgomery County

Strategies - briefly define each strategy, if applicable
h             Outreach Strategy: CBOW’s marketing program will provide community outreach and educational support to the VITA
              Project to assist in attracting low-income individuals in need of tax preparation services. The marketing program consists of
              public education to promote community awareness of the VITA Program as a tax preparation service for low-income
              populations. Marketing activities will highlight the importance of free tax preparation services, financial literacy and wealth-
              building strategies.

h             Tax Preparation Strategy: CBOW’s goal is that the Solutions for Communities – VITA Project become the tax preparation
              service provider of choice for low-income individuals in our target service communities. The decision to choose the VITA
              Programt as the free tax preparer is most likely to be exercised at specific “trigger points” in users’ decisionmaking.


h             Asset-Building Strategy: CBOW took a proactive approach and participated in the VITA Program last year. From that
              participation, they documented a need for the services in some of the most depressed areas in Montgomery County. They
              partnered with Compass Bank and have provided financial literacy services to the unbanked for over a year. They are
              educating clients on wealth-building strategies.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                                   Core Planning Group
              Rita Wiltz
              Verla Bruner
              Donna Wick
              Kim Clampett (Compass Bank)
              Deidre Banks
              Debra Ginns
              Brenda Page Smith

                                                              Other Coalition Members
              BBCA Compass Bank-Financial education for the un-banked/asset building
              BSP & Associates - Develop business and marketing plan
              Conroe ISD
              Donna Wick - Media, marketing, PSAs for greater Montgomery County
              Entergy
              Exxon
              Faith-based Community - church bulletins countywide
              Lone Star College - Tomball
              Montgomery County Hispanic Chamber of Commerce-Assess to Spanish speaking businesses in the county
              Montgomery County United Way - Volunteers, additional sites for tax prep and distribution of flyers/brochures
              Roots of Change Coalition - Strategic planning/volunteers
              Woodlands Chambers of Commerce - Network to all business members/volunteers

Significant Coalition Activities: (List major items only, using bulleted style)
             Hosted an all Partner Meeting Kick-off to discuss plans for their first year operating a VITA site.
             BBVA Compass Bank marketed VITA program in their bank lobby
             United Way Conroe did a press release, media blast, and hosted site information on their web site
             Entergy did a media blast and called clients that were in their zip code and invited them to participate in the VITA program
             Partner had 35 volunteers and prepared 106 accepted returns and did approximately 50 paper/prior year returns.
             Partner was a mobile site and serviced clients a 9 different sites for tax preparation and FEAB activities.
             Partner bank partner (BBVA) opened approximately 50 new accounts at some of the mobile sites.
             Partner conducted outreach activities which included distributing 2,000 flyers and 4,000 push cards within their county (MC)
             Partner participated in the FY2011 EITC Awareness Day which was the Sites kick-off day.

Planned Future Activities: ( Summarize major plans, using bulleted style)
            Seek additional partners for volunteers/recruitment, site publicity and outreach center.
            Increase tax preparation
            Expand EITC awareness and outreach
            Identify additional partners to support their increase in return tax preparation for their sites
            Plans to have a physical location sites while continue to reach their clients with their mobile site
                                      IRS-SPEC Partner Coalition FY-11
                                                                             Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:             Houston Territory

FORMAL NAME OF COALITION: Central Texas VITA Coalition (formerly Temple Community Coalition)

Coalition Website:     N/A

Key Coalition City/State:    Temple, Texas

Coalition Chair's Name and Organization: Jerry Wickwire, Goodwill Learning Center

Coalition Chair's e-mail address/Phone #: 254-289-4619

Date Coalition Started and Geographical Area Covered:        October 2007 - covering Bell County

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Involve media at beginning of tax season, with updates through the season, describing the
       h services available through the VITA sites
         Tax Preparation Strategy: Train and certify volunteers who prepare taxes within the certification scope and guidelines
       h of the VITA Program.
           Asset-Building Strategy: In partnership with local banks and other financial partners, offer budgeting classes to those
       h who have taxes done at the VITA sites. The customer is provided with a letter describing this optional program.

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
           Central Texas Housing Consortium
           Goodwill Industries
           RSVP
           St. Vincent de Paul
           Temple College
           Temple H.E.L.P. Center
           United Way
           IRS

                                                    Other Coalition Members
           Bank of America
           Bell County Extension Agent
           Extraco Banks of Central Texas
           Temple Independent School District

Significant Coalition Activities: (List major items only, using bulleted style)
           This coalition incorporated the Killeen Goodwill Learning Center VITA site into their VITA program.
           For the 2011 filing season, 953 tax returns were prepared by 4 VITA tax sites (Temple, Belton and Killeen).
           Distributed posters and check envelope stuffers to area businesses.
           Supplied people for morning talk shows to talk about VITA activities.
           Established a third VITA site this year in Belton, a neighboring community.
           Weekly VITA updates for volunteers and partners.
           The Temple VITA site continues to offer VITA services through October 15, 2011.
           Worked with local banks to offer checking accounts to the unbanked.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Provide optional budgeting classes for those who have had taxes done at VITA site.
                                  IRS-SPEC Partner Coalition FY-11
                                                                                  Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME:         El Paso
FORMAL NAME OF COALITION: Uvalde VITA Coalition
Coalition Website: None
Key Coalition City/State: Uvalde, Texas
Coalition Chair's Name and Organization: Barry Zimmerman, Center Manager, WorkForce Center
Coalition Chair's e-mail address/Phone #:      barry.zimmerman@mrgdc.org

Date Coalition Started and Geographical Area Covered: June 2004 - Uvalde, Texas
Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Provide EITC outreach and education during pre-filing, filing, and post-filing seasons through the use
h           of IRS-printed materials, press conferences, radio, newspapers, paycheck stuffers and billboards.

            Tax Preparation Strategy: Recruit new volunteers, provide tax law and electronic filing training to existing and new
h           volunteers. Expand on the days and hours of operation for the three existing sites.

            Asset-Building Strategy: Asset-building programs are in place with the Futuro Community and Bank of America. Tax
h           prep is an added piece to their existing programs.

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
            El Progresso Library
            Sul Ross State University
            Workforce Solutions - Uvalde

                                                      Other Coalition Members
            Southwest Texas Jr College


Significant Coalition Activities: (List major items only, using bulleted style)
            Training on tax law and software was held at Southwest Texas Jr College
            All sites were opened and participated in Super Saturday events.
            The Uvalde VITA Coalition received funding from the City of Uvalde and several local banks
            Coalition has 3 VITA sites: Prepared 607 tax returns, with 579 efile returns

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Expand and continue building a stronger asset-building program with the local banks

            Workforce Solutions is gathering and providing pertinent information for the application of the VITA Grant. If they become a
            recipient of the grant, the Coalition plans to use the funds for the expansion of sites, paid site coordinator and supplies.
            Expand days and hours of operation of sites
            Partner with HEB and the local Wal-Mart for potential sites.
                                            IRS-SPEC Partner Coalition FY-10
                                                                                    Please Check One:    Existing [ ] Emerging [ X ]
TERRITORY NAME: El Paso
FORMAL NAME OF COALITION: Zapata County VITA Coalition
Coalition Website: N/A
Key Coalition City/State: Zapata, Texas
Coalition Chair's Name and Organization: Audelia Hernandez, County of Zapata
Coalition Chair's e-mail address/Phone #: audehernandez@hotmail.com & (956)765-9920

Date Coalition Started and Geographical Area Covered: June 2010 - Zapata, Texas
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Develop marketing campaign for EITC outreach and education using printed materials, press kits and
h         distribute them at IBC Bank, the library, and the County offices.

           Tax Preparation Strategy: Zapata has one main site located at the County Courthouse. The coalition hopes to create a
           well-staffed site for e-file tax preparation. We hope to select an ad-hoc site to help in the surrounding rural areas in the
h          county.

           Asset-Building Strategy: We have partnered with IBC bank and hope to develop an outreach and asset-building strategy to
h          help the taxpayers.

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
           County of Zapata
           IBC Bank
           Texas A&M International
           Workforce Solutions of Texas-Laredo
           Workforce Solutions-Zapata
           Zapata County Public Library
           IRS-SPEC

                                                       Other Coalition Members



Significant Coalition Activities: (List major items only, using bulleted style)
          New coalition with 1 VITA site: Prepared 17 e-filed tax returns - $35,720 in total refunds.
          Received $900 from the County

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Locate funding to be able to support ongoing activities.
         Continue to develop and implement an asset-building strategy with IBC Bank.
         Fnd a new site for the new filing season.
                                          IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One:     Existing [ X ] Emerging [ ]
Territory Name: Dallas

Formal Name of Coalition: Asset Building Coalition

Coalition Website:     None

Key Coalition City/State: Waco, Texas

Coalition Chair's Name and Organization: Roy Nash, Exe. Dir. NeighborWorks

Coalition Chair's e-mail address/phone number: roynash@nw-waco.org             254-752-1647 ext. 208

Date Coalition Started and Geographical Area Covered: October 2002 - Waco and six surrounding counties

Strategies: Briefly Define Each Strategy, if applicable:
        Outreach Strategy: Use EITC toolkit to ensure all employees get the EITC message. Press conferences early in the filing
h       season generate public awareness of EITC, CTC and other family-friendly tax benefits.

        Tax Preparation Strategy: Rent-free office is used by AARP to operate a TCE site. Coalition chair uses local grant money
        to buy seven billboard ads to promote free VITA (A.J. Moore) and free TCE (7 TCE sites) tax service. The TCE sites
h       prepared more than 500 tax returns.

        Asset-Building Strategy:
        Continued partnership with the Neighborhood Housing Service (NeighborWorks) and other Waco-based programs that
h       provide FEAB education. Waco has an extremely low percentage of home ownership for a city of 100,000 residents.

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 Tax-Aide TX-1, District 24 Coordinator
        Academy of Finance - A.J. Moore Academy High School
        Heart of Texas (HOT) Workforce Board
        NeighborWorks-Waco


                                                   Other Coalition Members
        Bank of America
        Baylor University, Hankamer School of Businessm, Accounting Department
        Central Texas Chapter of CPAs
        Chase Bank
        City of Waco
        Providence Healthcare Network

Significant Coalition Activities: (List major items only, using bulleted style)
        A.J. Moore Academy of Finance prepared 1,640 tax returns which made the school the #1 Student-Driven VITA site in
        America. In addition, the teachers who acted as Moore's joint site coordinators were invited to attend the NCTC conference
        in Chicago in June to discuss best practices, as well as address how to operate an effective and efficient student-run VITA
        site. Moore's returns resulted in $3.1 million in total refunds; $1.1 million in EITC dollars. The TCE sites had more than $1
        million in total refunds and more than $200,000 in EITC refunds.
        Moore's faculty and students plan to increase e-file productivity in 2012. NeighborWorks received a 2011 VITA grant that
        was used to support Moore's VITA site. NeighborWorks also provided fiscal support to the referenced 7 TCE sites.


Planned Future Activities: ( Summarize major plans, using bulleted style)
       Continue to increase e-file productivity at A.J. Moore Academy; more publicity
       Encourage participation in FEAB training programs
       Actively pursue a grant to secure more Americorps volunteers
       Pursue Dual Credit and Service Learning Programs through Region 9 ESC
                                  IRS-SPEC Partner Coalition FY-11
                                                                              Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME: Dallas

FORMAL NAME OF COALITION:           Wichita Falls Community Asset Building Coalition

Coalition Website:      n/a

Key Coalition City/State: Wichita Falls, Texas

Coalition Chair's Name and Organization: Lana Winfrey, VP Comm. Initiatives, NTAUnited Way

Coalition Chair's e-mail address/Phone #: lwinfrey@ntauw.org 940-322-8638

Date Coalition Started and Geographical Area Covered: November 2003 - Wichita County

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Coalition members distribute information but the North Texas Area United Way provides the primary
            marketing strategy. Coalition wrote and received a grant from NCCC to fund 12 Americorps volunteers to assist with the
            marketing and operation of the tax program. This is the second year in a row for this grant This group also canvassed the
h           low income areas of the city using door hangers to publicize the free tax program.

            Tax Preparation Strategy: North Texas Area United Way, Midwestern State University and IRS have established an
            MOU and formalized an internship program that provides the majority of volunteers. United Way provides funds and
            marketing. The coalition received a second consecutive VITA grant which was used to hire a VITA coordinator and
            purchase computers. The funds also allowed the coalition to establish other sites at the MLK Sr.Center and two mobile
            sites. One mobile site visits 4 surrounding towns, 1 day per week at an established site. The second mobile site was set
            up to visit large employers in Wichita Falls as well as the Beacon Lighthouse for the Blind.
h

            Asset-Building Strategy: Using 211 for tax prep info and appointments, questions were ask of each caller regarding
            whether or not they had a bank account, savings bonds, and did they receive any public benefits. They were also asked
h           whether they were interested in a financial education class.

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
            Accounting Instructor for Midwestern State University
            Citibank
            Community Initiatives for North Texas Area United Way
            Dillard College of Business Administration
            Eagle Oil & Gas
            NORTEX Regional Planning Commission
            North Texas Area United Way
            Wichita County 2-1-1
            Wichita County Judge
            Wichita Fallas Housing Authority, Coalition Chair
            Wichita Falls ISD
            Workforce Resources

                                                   Other Coalition Members
            Chase Bank
            Congressman Thornberry's Office
            Head Start & Adult Education Region 9 ESC

Significant Coalition Activities: (List major items only, using bulleted style)
            For filing season 2011, the effort of a great marketing plan and the MSU plus the Americorps volunteers resulted in 1643
            e-filed returns + 89 paper returns for a total of 1,732 returns, a 20% increase over 2010 filing season. The coalition
            trained and certified 93 volunteers to participate. This is an 50% increase in # of trained volunteers.
            United Way's marketing staff promoted EITC and VITA through a "Bring Home the Bacon" campaign. A mascot, a real
            pig named Earnie, has been used to kick off this campaign for two consecutive years and will remain the mascot for the
            EITC campaign. The 2011 campaign was kicked off at the Luby' cafeteria and included the Mayor of Wichita Falls. The
            Luby's site is also one of the large employers where tax returns were done for employees.
            .
Planned Future Activities: ( Summarize major plans, using bulleted style)
            IDA Program

            Initiate the Alternative VITA site concept using SKYPE to communicate between a site in Crowell, TX (70 miles away) and
            Jacksboro, TX (75 miles away). These intake sites will work thru a prep site in the United Way office in Wichita Falls.
            Actively work with REACH, TEXAS to develop rural financial eduction programs.
            Since the Americorps program is slated for the budget axe, research other initiatives to obtain volunteers.
            Pursue the Certified Acceptance Agent status for the coalition.
            Requested to participate in the Over-the-Phone Interpreter service with Vietmanese & Spanish interpreters.

								
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