IRS-SPEC Partner Coalition FY-11
Please Check One: Existing [ X ] Emerging [ ]
TERRITORY NAME: Washington DC/Maryland
FORMAL NAME OF COALITION: Creating Asset, Savings, and Hope (CASH) Campaign
Coalition Website: www.baltimorecashcampaign.org/
Key Coalition City/State: Baltimore, MD
Coalition Chair's Name and Organization: Sara Johnson, Director Baltimore CASH
Coalition Chair's e-mail address/Phone #: Sara@baltimorecashcampaign.org - 410--234-2801
Date Coalition Started and Geographical Area Covered: January 2002 - Baltimore County
Strategies - briefly define each strategy, if applicable
h Outreach Strategy: The Baltimore CASH Campaign—Creating Assets, Savings and Hope—focuses on “making work
pay” by leveraging the tax code as a gateway to financial services for working families. They also focused this year on
reaching out to folks with disabilities. The Campaign conducts marketing and outreach on EITC and other relevant tax
credits for low-income workers and advocates for issues impacting working families.
Tax Preparation Strategy: As in prior campaign seasons, the Campaign hired qualified temporary staff support for the
community-based VITA sites, particularly for client management, volunteer scheduling and electronic filing of tax
returns. The campaign centrally coordinated hiring and placement of the seasonal staff based on needs the sites
identified during debrief meetings. Of the seven site managers hired, the Campaign was fortunate to have four
returning managers from the previous year. These managers were able to take on additional leadership and training
Asset-Building Strategy: This year saw exciting improvements in the amount and quality of asset development
activities for the campaign. The campaign re-engaged old partnerships and solidified new partnerships in order to
provide quality wealth-creating opportunities for our clients. The campaign continued to deepen partnerships with
Maryland Saves, the Baltimore Homeownership Preservation Coalition, the University of Maryland Cooperative
Extension, the Job Opportunities Task Force, and the Municipal Employees Credit Union of Baltimore to strengthen
h asset development opportunities for clients.
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
Baltimore Housing Community Action Centers (6 sites)
Bon Secours Foundation
Comptroller of Maryland
East Harbor CDC
Maryland Volunteer Lawyers Service
Mayor’s Office of Employment Development
Office of the Mayor, Baltimore City
The Abell Foundation
The Annie E. Casey Foundation
Other Coalition Members
Association of Communities
Bon Secour of Maryland
East Harbor Community Development Corp
First Call for Help 211
Johns Hopkins Health System
The Harry and Jeanette Weinberg Foundation
The Johns Hopkins Hospital
United Way of Central Maryland
University of Maryland
University of Maryland School of Law
Significant Coalition Activities: (List major items only, using bulleted style)
For the 2011 filing season, CASH Campaign prepared over 7,000 income tax returns; which resulted in over
$12,900,000 in total federal refunds, $5,500,000 in total federal EITC, average federal EITC of $1,634, EITC was
claimed on 3,358 returns and the average AGI was $17,974.
They have launched their CASH Coach program which will pair financial experts (CPAs, CFPs, etc) with low and
moderate income folks to help them achieve their financial goals. Assist students with their financial aid applications.
CASH promoted Money Power Day through all of the 20 CASH Campaign tax preparation sites, their network of 100-
plus local nonprofits and service providers, interviews on Fox 45 morning news and the Mayor’s Cable Channel, and
PSAs and advertisements on area radio stations and television stations. Additionally, the Campaign developed strategic
new partnerships with the Maryland & DC Credit Union Association, the Maryland Treasurer Peter Franchot, and
Secretary Skinner of the Maryland Department of Housing and Community Development. Bond sales were us from
previous years. Two of their sites did: 90 Customer, 74 Bonds Provided and $10,875 amount invested.
Planned Future Activities: ( Summarize major plans, using bulleted style)
Increasing internal capacity of partner organizations to improve quality and customer service.
Conducting targeted marketing to EITC-eligible taxpayers, particularly independent contract workers such as childcare
providers and home healthcare workers.
Strengthening CASH asset development activities by increasing partnerships and connections to other efforts
throughout the Baltimore region.