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					                                      IRS-SPEC Partner Coalition FY-11
                                                                       Please Check One:    Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: Asset Building Coalition of Manatee
Coalition Website: http://www.abcmanatee.org
Key Coalition City/State: Bradenton, FL
Coalition Chair's Name and Organization: Marja Scheeres, Economic Prosperity Program of Manatee
Coalition Chair's E-mail Address / Phone #: marja.scheeres@mymanatee.org, (941) 749-3030 ext. 3643
Date Coalition Started and Geographical Area Covered: March 2005 - Manatee County, Florida
Strategies - Briefly define each strategy, if applicable
   h    Outreach Strategy: Promote the EITC and other relevant tax messages to underserved populations by
        distributiing the IRS publications through coalition partners and affiliated organizations and other general outreach
        efforts such as utility bill inserts and media coverage.

   h     Tax Preparation Strategy: Expand community access to free income tax preparation by placing new FREE
         Tax Centers near national or regional paid preparers, adding days and hours of operation to existing locations, and
         using the mobile opportunity center to prepare returns at family, community, day care and Head Start education
         centers, churches, businesses and apartment complexes that provide access and trusted connections to low-
         income, limited English-speaking, disabled and rural taxpayers.

   h    Asset-Building Strategy: Work with community groups and government agencies to address the financial health
        of Manatee County's residences through holistic approach designed to empower citizens to control their economic
        futures and increase their assets. The Coalition will expanding existing financial education programs and address
        the additional financial concerns of underserved populations, such as higher education expenses and retirement
        savings.
Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                  Core Planning Group
         AARP Tax-Aide
         Bradenton Central Community Redevelopment Agency
         Economic Prosperity Program of Manatee
         IRS SPEC
         Manatee Community Action Agency
         Manatee County Government Neighborhood Services Department
         Manatee Religious Services
         Tropicana Federal Credit Union
         Whole Child Project Manatee
                                               Other Coalition Members
        Bradenton Housing Authority
        Easter Seals
        FDIC
        First Bank
        Gulfcoast Legal Services
        Manatee Chamber of Commerce
        Manatee Community College
        Manatee County Government
        Manatee County Library System
        Manatee County School Board
        Suncoast Workforce Board
Significant Coalition Activities: (List major items only, using bulleted style)
        During the 2011 filing season, Manatee County consisting of 3 VITA & 6 AARP Tax-Aide sites had a combined
        total of $2.7 Million in Total Refund Dollars; over $450,000 EITC dollars with a total of over 2,800 tax returns
        prepared.
        More than 1,000 door hangers advertising the free tax preparation services were placed in low-income
        neighborhoods. The Coalition distributed news articles with photos to the major and niche media outlets in the
        county.
Planned Future Activities: (Summarize major plans, using bulleted style)
        Continue implementation of the asset-building strategy to expand the program again before the start of the next
        filing season in partnership with participating banks and credit unions.
        Expand partnership with AARP to provide additional resources, including computers and volunteers, to expanded
        the days and hours of operation at existing locations in an effort to transition to "store-front" operations.
                                         IRS-SPEC Partner Coalition FY-11
                                                                            Please Check One:     Existing [X] Emerging [ ]
TERRITORY NAME:          Plantation
FORMAL NAME OF COALITION: Partnership for Working Families
Coalition Website:       http://www.uwbrevard.org
Key Coalition City/State: Cocoa, Florida
Coalition Co-Chairs' Names and Organization:          Liz Lee, United Way of Brevard
Coalition Co-Chairs' E-mail Addresses / Phone #: llee@uwbrevard.org, (321) 631-2740
Date Coalition Started and Geographical Area Covered: September 2006 - Brevard County, FL
Strategies - Briefly define each strategy, if applicable
      h Outreach Strategy: The Coalition has determined poverty is linked to low educational attainment, health problems
         and other conditions that weaken families. Responding to the basic needs, such as food, emergency cold night shelter,
         transitional housing,

       h Tax Preparation Strategy: Targeting low income, elderly, rural, limited English-speaking and Hispanic communities.
         Coordinate resources of United Way, AARP, Brevard County governmental agencies and local businesses to support
         AARP Tax-Aide and military base sites in the County.

       h Asset-Building Strategy: Partner with Goodwill's Self-Sufficiency Center, local banks and county government for
         financial education and asset-building and Starting your Own Business sessions.
Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                     Core Planning Group
         Brevard WorkForce Development Board
         United Way of Brevard

                                                  Other Coalition Members
        211 Brevard
        American Red Cross
        Bank of America
        Brevard Housing and Human Services
        Catholic Charities
        Central Brevard Sharing Center
        Coalition for the Hungry and Homeless
        Economic Development Commission of the Florida Space Coast
        Goodwill Industries
        Patrick Air Force Base
        Salvation Army (North/Central)
        Salvation Army (South)
        Second Harvest Food Bank
        South Brevard Sharing Center
        Space Coast Credit Union
        Wachovia Bank
Significant Coalition Activities: (List major items only, using bulleted style)
        For the 2011 filing season, the Coalition experienced a 101.9% increase in the number of returns filed. 416 returns
        were prepared from 4 sites that were strategically placed in low income areas of the county. EITC was $187,000, Child
        Tax Credits were $76,000 and Education Credits were in excess of $10,000. The Coalition increased the number of
        volunteers from 12 to 22. Most of the new volunteers came from the Harris Corporation.
        Coalition received a $ 5,000 grant from Wal-Mart (via United Way).
        United Way of Brevard provided asset-building sessions to needy individuals identified through Brevard County
        agencies, Goodwill and the Coalition for the Hungry and Homeless. The Coalition provided tax preparation assistance
        at the Cocoa Armory Stand-down and completed approximately 12 current and prior year returns.
        United Way of Brevard partnered with Brevard Workforce Development Board to provide financial education classes.
Planned Future Activities: (Summarize major plans, using bulleted style)
        County-level financial summits bringing together financial leaders and experts to offer financial advise to large groups of
        individuals
        Open two additional sites and continue funding full-time person to coordinate sites.
        Temporary site at Homeless Coalition and continue support of Stand-down opportunities.
        Conduct financial seminars targeting laid off employees from the SPACE program.
        Continue financial education sessions to be sponsored by new volunteer base currently certifying in Money Smart.
                                     IRS-SPEC Partner Coalition FY-11
                                                                    Please Check One: Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: Campaign for Working Families
Coalition Website: http://www.cfwffla.org
Key Coalition City/State: Daytona Beach, Florida
Coalition Chair's Name and Organization: Sheila Jackson, United Way of Volusia-Flagler Counties
Coalition Chair's E-mail Address / Phone #: sjackson@unitdwayvfc.org, (386) 253-0563 ext. 236
Date Coalition Started and Geographical Area Covered: May 2004 - Volusia and Flagler Counties, Florida
Strategies - Briefly define each strategy, if applicable
   h Outreach Strategy: Partner with non-profit, profit and government agencies to promote EITC, financial
        education and free tax preparation.

   h     Tax Preparation Strategy: Develop partnership with AARP Tax-Aide. Increase number of sites to
         concentrate resources to better serve community. Recruit more volunteers by leveraging partnerships with
         universities including Bethune Cookman. Reconsider expansion of physical sites vs. expansion of hours

   h     Asset-Building Strategy: Continue to provide and promote Money Smart classes. Develop IDA partnerships.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                 Core Planning Group
        Bank of America
        Center of Business Excellence
        Community Foundation of East Central Florida
        Consumer Credit Counseling Services
        Federal Reserve Bank of Atlanta, Jacksonville Branch
        Fifth Third Bank
        Florida Department of Financial Services
        IRS SPEC
        Northeast Florida Community Action Agency
        One-Stop Career System of Flagler and Volusia Counties
        SunTrust Bank
        United Way of Volusia-Flagler Counties
        Vystar Credit Union
        Wachovia Bank, A Wells Fargo Company
        WorkForce Development Board
                                               Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
         Thirteen free tax return preparation sites completed 2069 returns with $1,193,000 in EITC
         Teach Children to Save Day
         Financial education classes
         Recruited university to participate in the program.
Planned Future Activities: (Summarize major plans, using bulleted style)
         Apply for VITA grant.
         Leverage partnerships with major universities to recruit more volunteers.
         Increase volunteer recruitment for site intended for taxpayers with limited English proficiency.
         Establish VITA site at Daytona State College in Daytona.
         Teach Money Smart to Daytona State College students.
         Teach Money Smart to Salvation Army residents and drug intervention centers.
         Recruit site coordinators to assist one person coordinating several sites.
                                         IRS-SPEC Partner Coalition FY-11
                                                                            Please Check One: Existing [ X ] Emerging [        ]

TERRITORY NAME:                 Birmingham
FORMAL NAME OF COALITION: Walton County Tax and Savings Coaltion
Coalition Website: Not Available

Key Coalition City/State: Defuniak Springs, Florida

Coalition Chair's Name and Organization: Rebecca Pazik, Walton County Jobs Plus
Coalition Chair's e-mail address/Phone #: rpazik@jobsplus02.com / (850) 892-8668 x 215

Date Coalition Started and Geographical Area Covered: October 2010 - Walton County, FL

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Educate the low-income about services available in the area. Contact other stakeholders in the
h        community to include banks and financial institutions to build on educational programs already available on-site.

         Tax Preparation Strategy: Increase volunteer preparer participation in order to be able to provide service to a
h        greater number of the targeted individuals.

         Asset-Building Strategy: Build and develop financial education classes to low- and moderate-income individuals in
h        the community using the Money Mentor Program administered by the University of Florida.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                        Core Planning Group
         Northwest Florida State College
         University of Florida
         Walton County Jobs Plus
         IRS

                                                  Other Coalition Members


Significant Coalition Activities: (List major items only, using bulleted style)
         The coalition held it’s financial education workshop event. Presentations were given by SPEC, University of Florida
         Extension and Raymond James Financial. There were 20 low income individuals in attendance.
         This past year the new coalition prepared 47 returns with over $7,000 in EITC refunds and $38,000 in total refunds.

Planned Future Activities: (Summarize major plans, using bulleted style)
       Implement MoneyMentoring program w/ direction from University of Florida.
                                     IRS-SPEC Partner Coalition FY-11
                                                                    Please Check One:     Existing [ X ] Emerging [ ]
TERRITORY NAME: Plantation
FORMAL NAME OF COALITION: Broward County EITC Coalition
Coalition Website: None

Key Coalition City/State: Ft. Lauderdale, Florida

Coalition Chair's Name and Organization: Sandra Bernard-Bastien, Children's Services Council of Broward County
Coalition Chair's e-mail address/Phone #: sbernard@cscbroward.org (954) 377-1000

Date Coalition Started and Geographical Area Covered: October 2002 - Broward County, FL

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: To bring EITC to the attention of all eligible taxpayers in Broward County. Also, to support
h         financial literacy by participating in the Florida Prosperity Partnership.

          Tax Preparation Strategy: We used our existing VITA sites in Broward County and added three community-
          based organizations: Hispanic Unity, Center for Indepedent Living of Broward and Minority Development and
h         Empowerment.

          Asset-Building Strategy: Planning continues to involve corporate partners as the primary providers of outreach.
h
Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                  Core Planning Group
           Broward County Commissioners
           Center For Urban Redev. & Empowerment
           Children's Services Council of Broward County
           Hispanic Unity of Broward County
           Minority Development & Empowerment
           The Coordinating Council of Broward County
           United Way of Broward County
           Volunteer Broward


                                               Other Coalition Members
          AARP
          Bank Atlantic
          Center for Independent Living of Broward
          Cities of Hallandale Beach, Hollywood, Lauderdale Lakes and Miramar
          DeVry University
          Elderly Housing Development & Operations Corporation
          Florida Atlantic University
          NOVA Southeastern University
          The MIAMI HERALD & SUN SENTINEL newspapers
          Urban League of Broward county
          Vice Mayor, Town of Davie
          Westwood One Communications
Significant Coalition Activities: (List major items only, using bulleted style)
          Operated 34 VITA/AARP sites (Includes Hispanic Unity of Florida Sites) which prepared 7,132 returns (6,770 e-
          filed)
          Prepared 23,000 flyers in four languages with EITC information
          Provided $125 K for radio spots promoting coalition tax prep sites and EITC
          Secured IRS VITA Grant which was used to expand both number of sites and paid staff.
          Produced television PSA to promote coalition sites and EITC
          Provide this season a mobile VITA site to travel to underserved areas
          Funded a staff position at Volunteer Broward to recruit volunteers for coalition sites.
Planned Future Activities: ( Summarize major plans, using bulleted style)
          Expand mobile VITA site by adding additional days of operation and use year round for financial literacy.
          Expand partner sites through increased funding from United Way, CSC Broward, etc.
                                         IRS-SPEC Partner Coalition FY-11
                                                                               Please Check One:    Existing [ ] Emerging [ ]
TERRITORY NAME:           Tampa
FORMAL NAME OF COALITION: Dollars and Sense Campaign
Coalition Website:      www.unitedwayncfl.org
Key Coalition City/State: Gainesville, Florida
Coalition Chair's Name and Organization: Rebecca Thompson, United Way of N Central FL
Coalition Chair's e-mail address/Phone #: rthompson@unitedwayncfl.org             (352) 333-0856 or (352) 331-2800
Date Coalition Started and Geographical Area Covered: November 2002 - Alachua, Levy, Gilchrist, Bradford, Union & Dixie
Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Promote financial stability among low-income families. Engage target audiences to call 2-1-1 by
         making them aware of the tax assistance program.
h
         Tax Preparation Strategy: Continue to offer debit cards. Increase production at stationary sites, eliminate low
         producing sites, try to decrease the desk top sites and use online service where possible. Consider a SKYPE
h        type site in rural counties. United Way Tax site will remain open until 10/15/2011.

         Asset-Building Strategy: Representation from financial services providers at VITA sites to provide access to accounts,
         financial literacy, strategies and advice; Representatives from Alachua County Extension Office at sites during America
         Saves Week to encourage budgeting and savings.
h
Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                      Core Planning Group
         Chamber of Commerce
         City of Gainesville
         Consumer Credit Counseling
         IRS SPEC
         Santa Fe Community College's East Gainesville Initiative, Faith-Based Sub-Committee
         United Way of North Central FL
         University of FL Levin College of Law
         Workforce Development/FL Works

                                                    Other Coalition Members
         Alachua County Government
         Children and Family Services
         Officer of Mayor
         Pam Burns, CPA
         Passage Church
         Santa Fe Community College

Significant Coalition Activities: (List major items only, using bulleted style)
         Established VITA Coalition with significant representation from financial partners and community stakeholders
         Worked with University of Florida Department of Family Youth and Community Sciences in development and distribution
         of client surveys to be used to determine community needs for financial services programs.


Planned Future Activities: ( Summarize major plans, using bulleted style)
        Continue partnership with University of Florida.
        Continue financial education workshops.
        Recruit and retain volunteers to provide consistent service at identified sites.
        Evaluate and initiate other Income-based strategic initiatives.
        Formalize an Asset-Building Coalition for year-round involvement of financial institutions and community partners.
        SKYPE tax sites in rural areas.
                                      IRS-SPEC Partner Coalition FY-11
                                                                      Please Check One:     Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: Northeast Florida RealSense Prosperity Campaign
Coalition Website: http://www.realsensejax.org
Key Coalition City/State: Jacksonville, FL
Coalition Chair's Name and Organization: Jeff Winkler, RealSense Prosperity Campaign
Coalition Chair's E-mail Address / Phone #: jeffw@uwnefl.org, (904) 390-3207
Date Coalition Started and Geographical Area Covered: October 2003 - Duval, Bradford, Clay, Flagler, Nassau,
Putnam, Baker and St. Johns Counties, Florida
Strategies - Briefly define each strategy, if applicable
      h Outreach Strategy: Recruit corporate partners in specific industries to promote and offer on-site financial
        classes. Target financial outreach to child-centric programs in cooperation with United Way programs like
        Success by 6, Full Service Schools and other community programs like Head Start and the Early Learning
        Coalition. Create a self-directed financial care system.

      h Tax Preparation Strategy: Increase number of EITC returns and EITC ratio to total returns by targeting site
         distribution in EITC dense opportunity areas, increasing site availability hours and recruiting corporate partners in
         specific industries to promote or offer on-site tax preparation. Continue to offer Sch C filing and market to home
         daycare operators.

      h Asset-Building Strategy: Continue to use the RealSense "Green" sheet to gauge the interest of tax clients for
         other services offered by RealSense. Seek more corporate entities as tax sites or as a line of communication,
         such as through newsletters, to EITC clients. Use "Better Off" surveys to determine if participants are reaping
         benefits of education and asset building every six months for two years following classes. Continue Ways to
         Work Program.
Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                  Core Planning Group
        AARP Tax-Aide
        Bank of America
        CBS 47
        City of Jacksonville Chief Community Officer
        Clear Channel Communications
        Coker, Myers, Schickel, Sorenson, Higginbothan, & Green PA
        Duval County Extension Service
        Elkins Construction
        Family Foundations
        Federal Reserve Bank of Atlanta, Jacksonville Branch
        Fox 30
        IRS SPEC
        Jacksonville Chamber of Commerce
        Jessie Ball DuPont Fund
        Northeast Florida Community Action Agency
        Regions Bank
        SunTrust Bank
        United Way 2-1-1
        United Way of Northeast Florida
        Wachovia Bank, A Wells Fargo Company
        Worksource
                                                Other Coalition Members
        Baptist Health
        Blue Cross Blue Shield of Florida
        Congresswoman Corrine Brown
        Department of Children and Family Service
        Duval County School Board
        Edward Waters College
        Florida State College at Jacksonville
        Habijax
        Human Services Council
        Jacksonville Children's Commission
        Jacksonville City Council
        Jacksonville Housing Authority
        Jacksonville Urban League
        Jax Federal Credit Union
        National Association of Black Accountants
        National Disability Institute
        Potter's House Church
        St. Catherine's Church
        St. Matthews Church
        The Florida Star
        Winn Dixie
Significant Coalition Activities: (List major items only, using bulleted style)
        During the 2011 filing season, volunteers at 57 sites prepared 17,996 returns which included VITA, AARP, Benefit
        Bank, Beehive Bus and Beehive Kiosks. 3713 EITC returns which was an increase of 4% over last year. The
        Wal-Mart Beehive Bus visited for three weeks.
        Funding was received for the Ways to Work Program which is coordinated by Family Foundations. Family
        Foundations is also one of the two IDA sponors.
        Received an initial IRS VITA Grant and later received an additional amount that became available when another
        coalition was not able to use the funds. Grants were also received from Bank of America, Wells Fargo, Northeast
        Florida Community Action Agency, Sun Trust, NDI, Wal-Mart & United Way. Grants mainly used for marketing
        and advertising. Tracked results for sites receiving grant funds showing increased productivity.
        EITC Day and Coalition Kick off luncheon attended by SPEC Director Michael Beebe and many other guests.
        Over 100 partners and volunteers were involunteer recruiting program.
        Piloted a "Getting to Know Us" summer attendance. Jacksonville Mayor John Peyton issued a proclamation
        Super Saturday event to coincide withRS event.
        regarding EITC day which was read at theoffice event assisted 79 taxpayers. Tax Blitz event on April 15 where
        VITA & Tax-Aide volunteers assisted 349 taxpayers with current, prior year and amended returns.
        Active member of Florida Prosperity Partnership and participant in regional and state conferences. RealSense
        partners scheduled to make several presentations during the upcoming state conference.
        Sponsored monthly financial education classes. Get Checking renamed Fresh Start.
        123 volunteers donated 484 hours to conduct 116 outreach events reaching 22,153 potential clients. Discussions
        centered around EITC, financial education and RealSense programs..
        Participated in NCTC Schedule C pilot at three VITA sites, including one rural location..
        Partner in Bank On Jacksonville launch in October 2010
Planned Future Activities: (Summarize major plans, using bulleted style)
        Develop new marketing campaign potentially using clients and volunteers.
        Increase percentage of EITC to total returns at VITA sites.
        Explore new ways to entice participants into financial education and asset building opportunities.
        Continue to emphasize corporate on site financial education classes.
        Continue with Ways to Work Program - screen candidates for eligibilty and loan success.
                                      IRS-SPEC Partner Coalition FY-11
                                                                      Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME:          Plantation
FORMAL NAME OF COALITION:                 Human Services Coalition-Prosperity Campaign
Coalition Website:     www.hscdade.org

Key Coalition City/State: Miami, Florida

Coalition Chair's Name and Organization: Francoise Penha, Human Services Coalition
Coalition Chair's e-mail address/Phone #:        Francoisep@hsdade.org      305-576-5001 Ext. 30

Date Coalition Started and Geographical Area Covered: July 2002 - Miami-Dade County, FL

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To increase awareness of EITC, CTC, Dependent Care Credit, and e-filing among the
         residents of Miami-Dade County. The Prosperity Campaign has undertaken a marketing campaign including yearly
         kick-off events, press conferences, media spots and PSAs to encourage the public to claim EITC and other
         benefits. The campaign has been featured in various media outlets in English and Spanish languages. The
h        Prosperity Centers distributed outreach material in English, Spanish and Creole.

          Tax Preparation Strategy: To offer free tax preparation services to low-income taxpayers in Miami-Dade County
          through their prosperity affiliates. Currently there are 8 non-profit organizations that operate Prosperity Centers:
          Accion USA, CASA, Hosanna Community, Human Services Coalition-Catalyst Miami, South Florida Urban
          Ministries, St. Stephen's Episcopal Church, Touching Miami with Love, and World Relief. The focus of the
          Prosperity Campaign is to serve taxpayers who are income-eligible for EITC and to connect these taxpayers to
          other services they may be eligible for federal programs such as KidCare, Healthcare for the uninsured, SNAP
h         (food stamps), financial literacy education, homeownership, access to banking and savings programs, FAFSA, etc.

          Asset-Building Strategy: Coalition offers financial coaching, credit repair, small business development, housing
          and homeownership advice and savings plans. Offer Individual Development Accounts to qualified taxpayers that
          will help them become first-time homeowners or to start their own micro-enterprise. Currently, one Prosperity
          Center offers IDAs: South Florida Urban Ministries-Center for Financial Stability. Accion USA prosperity center,
          "provides micro-loans and other financial services to low- and moderate-income entrepreneurs who are unable to
          access bank credit for their small businesses. All the prosperity centers offer US Savings Bonds and split refunds
h         at the VITA sites.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                   Core Planning Group
          ACCION USA
          Centro Campesino
          City of Miami
          Columbian American Service Association (CASA)
          Florida Immigrant Advocacy Center
          Florida Legal Services
          Florida Prosperity Campaign
          Florida Supportive Housing
          Hosanna Community Foundation
          Human Services Coalition
          IRS - SPEC
          Miami Coalition for the Homeless
          Miami Workers Center
          Miami-Dade County Community Action Agency
          Miami-Dade County Department of Human Services
          Minority Development & Empowerment Inc.
          PACT (People Acting for Community Together)
          Partners for Self-Employment Inc.
          Sant La Haitian Neighborhood Center
          South Florida Jobs with Justice
          South Florida Urban Ministries
          South Florida Workforce
          St. Stephen's Episcopal Church
         The Children's Trust
         The Office of Miami-Dade County Mayor
         The Parent Academy
         Touching Miami with Love
         United Way of Miami-Dade
         University of Miami
         Wells Fargo-Wachovia Bank
         World Relief
                                                 Other Coalition Members
         AARP
         Alliance for Early Care and Ed
         Alliance for Human Services
         Bank of America
         Center for Independent Living
         City National Bank of Florida
         City Of Sweetwater
         City of West Miami
         Coalition Of Fl Farm Workers
         College of Business and Technology
         Consolidated Credit Counseling Services
         John A. Ferguson Senior High School
         John S. and James L. Knight Foundation
         Miami-Dade College
         Miami-Dade County Disability Services and Independent Living (D'SAIL)
         Miami-Dade County Public Schools
         Single Stop USA
         St. Thomas University
         Sun Trust Bank
         Team Metro Answer Center Operations Division
         The Beehive Miami
         Trinity Church
         Washington Mutual
Significant Coalition Activities: (List major items only, using bulleted style)
         Filing Season 2011 - Human Services Coalition and other partners secured IRS VITA grant which was used to
         expand the number of sites. The Coalition promoted 30 grant sites. They prepared a total of e-filed 3,868 tax
         returns until May 31, 2011. They provided free tax preparation in three languages: English, Spanish and Creole.
         Six Prosperity Center VITA sites will remain opened until Oct. 17, 2011. The Prosperity Campaign website, the 211
         system, and the 311 system are used to help advertise the sites.
         The Coalition hosted an EITC Awareness Day Event at its main office in Miami, Florida. State Representative
         Oscar Braynon III; various Prosperity Centers, local banks, and SPEC partners such as CASA, Consolidated
         Credit Counseling Services, Partners For Self-Employment, and South Florida Urban Ministries joined Human
         Services Coalition to celebrate the National EITC Awareness Day Event and the free tax preparation services
         available through the Prosperity Centers in Miami-Dade County.
          The Coalition partners participated in 12 Open Enrollment Day events (OEDs) in Miami-Dade County. They
          provided free tax assistance at the workplace during office hours in Jan.-March 2011. They offered an array of
          services including free tax preparation services, economic benefit screenings, healthcare access, financial literacy,
          home buying counseling and FAFSA.
          In partnership with Miami-Dade College and Single Stop USA, the Coalition operated two sites at two Miami-Dade
          College campuses. These sites are offering more services than the traditional VITA sites. The college students and
          their families would get a variety of services, public benefits screening, legal counseling, financial aid, financial
          literacy, and tax preparation services. The College financial office referred the students, who are applying for
          FAFSA to visit the VITA site and get their returns prepared by VITA volunteers.
Planned Future Activities: ( Summarize major plans, using bulleted style)
        Re-apply with other SPEC partners for the VITA Grant to seek funding to support the partners' efforts.
        Increase the number of the Open Enrollment Days in the next filing season.
        Host a volunteer recruitment campaign and better coordinated countywide volunteer management.
        Expand partner sites to other locations in Miami Dade County.
                                         IRS-SPEC Partner Coalition FY-11
                                                                             Please Check One:     Existing [ x ] Emerging [ ]
TERRITORY NAME:         Tampa
FORMAL NAME OF COALITION: Marion County Prosperity Campaign
Coalition Website: N/A
Key Coalition City/State: Ocala, FL
Coalition Chair's Name and Organization: Chris Cotter, United Way of Marion County
Coalition Chair's e-mail address/Phone #:          ccotter@uwmc.org, (352) 732-9696 ext. 209
Date Coalition Started and Geographical Area Covered: January 2009- Marion County, Florida
Strategies - briefly define each strategy, if applicable
       Outreach Strategy: To share information provided by IRS to educate public on available credits with ephasis on EITC,
       benefits and other available services of coalition.
h
        Tax Preparation Strategy: To provide free electronic tax preparation at strategically placed sites throughout the area in
        an effort to help low to moderate income taxpayers keep more of their refund in their pockets. Also to promote voluntary
        tax compliance.
h
        Asset-Building Strategy: Provide financial education classes on budget and money management and encourage use of
        EITC and other credit funds as sources in asset building.
h
Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                     Core Planning Group
        Community Legal Services
        Green Path
        Ocala Police Department
        Regions Bank
        United Way of Marion County
        Wachovia Bank, A Wells Fargo Company

                                                  Other Coalition Members
        Bank of America
        Community Bank & Trust of Florida
        Federal Reserve Bank of Atlanta, Jacksonville Branch
        Marion County Children's Alliance
        Toni James & Associates Strategic Public Relations

Significant Coalition Activities: (List major items only, using bulleted style)
        For the 2011 filing season, two permanent sites and one mobile site with a core of twelve volunteers and about five
        additional greeters, completed more than 1111 returns, assited nearly 1200 taxpayers (1.609 million in refunds) and more
        than $542,219 in EITC.
        More than $196947 in return preparation fees were saved by the campaign.
        Conducted 160 budget workshops with over 1000 attendees and distributed about 200,000 discount pharmacy cards
        which resulted in $250,000 savings on prescriptions.
        Handed out 7500 VITA gift certificates/stuffers and also email blasted the copy of the gift certificate/stuffer to all of our
        employers, volunteers, agencies, and campaign contributors several times.
        Maintained site operations at one location beyond April 15th to assist with prior year and 1040X filers.
        We distributed 1,000 bar coasters to local bars in Marion County.
        We also have been interviewed by 2 different radio stations to speak about VITA.
      Added a FAST site 5/4/11 thru 10/15/11.
Planned Future Activities: ( Summarize major plans, using bulleted style)
      Apply for VITA grant.
      Expand VITA operation with emphasis of LEP and rural population.
      Expand financial education initiative by launching Bank on Marion. Work with local banks to initiate program to assist the
      un- and under-banked.
      Try to involve more high school and college students in VITA and FEAB activities.
                                          IRS-SPEC Partner Coalition FY-11
                                                                                Please Check One:    Existing [ x ] Emerging [ ]
TERRITORY NAME:             Plantation
FORMAL NAME OF COALITION:                Prosperity Campaign of Central Florida
Coalition Website: www.hfuw.org

Key Coalition City/State:        Orlando, Florida

Coalition Chair's Name and Organization:            Brittany Richards, Heart of Florida United Way
Coalition Chair's e-mail address/Phone #:                brittany.richards@hfuw.org, 407-429-2177

Date Coalition Started and Geographical Area Covered: Started in 2005 by Orlando Regional Chamber of Commerce; lead by
Heart of Florida United Way starting in January 2008 - Orange, Osceola and Seminole counties

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: The focus of Heart of Florida United Way's Prosperity Campaign is targeted educational and
         promotional activities, including the production and dissemination of literature, posters, and other materials that increase
h        awareness about the EITC and free tax preparation.

          Tax Preparation Strategy: HFUW’s Prosperity Campaign is the leader of the local EITC and free tax preparation
          coalition in Central Florida. Select VITA site locations as well as recruit and train site coordinators and volunteer
h         preparers, including training.

          Asset-Building Strategy: Select sites offering filers the opportunity to complete a brief questionnaire which gauged their
          interest in additional financial resources, such as how to budget and manage personal finances, credit issues, housing,
h         etc.

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 Foundation
          Bank of America
          Barry University, Dwayne O. Andreas School of Law
          CFE Federal Credit Union
          City of Orlando
          Credability
          Goodwill Industries of Central Florida
          Heart of Florida United Way
          IRS
          Jewish Family Services of Greater Orlando
          JPMorgan Chase
          Legal Aid Society of the Orange County Bar Association
          Ministerio Restauración Siloé
          Orlando Health
          Second Harvest Food Bank of Central Florida
          Seminole County Government
          SunTrust Banks, Inc.
          University of Florida - IFAS, Osceola County Extension
          Wachovia Corporation
                                                     Other Coalition Members
          Boone High School
          Catholic Charities
          Central Florida Urban League
          IRS employee organization - HIRE
          Martin Federal Credit Union
          Valencia Community College
          Winter Park Tech
Significant Coalition Activities: (List major items only, using bulleted style)
          For filing seaon 2011, VITA volunteers prepared over 2300 accepted returns resulting in $1,203,000 of EITC, $586,000 of
          Child Tax Credits, and $ 158,000 of education credits. Increased number of VITA sites from 11 to 17 in the Orange,
          Osceola and Seminole County area. AARP Tax Aide in the same Tri County area prepared almost 6,300 returns
          generating $2,358,000 of EITC, 1,042,000 of CTC and education credits of 249,000 for Central Florida taxpayers.

        Secured IRS and Walmart grant used to market vonteer sites and paid VITA instructors for 5 days of instruction.
        EITC Awareness Day Phone Bank held on Jan 25, 2011: 1,200+ phone calls to United Way 2-1-1 helpline on that day
        alone. formation of Prosperity Campaign Community Advisory Committee with above composition.
        Official
        Increased media exposure through local news outlets (WFTV Channel 9, Central Florida News 13, Orlando Sentinel)
        Coaltion provided computers for LEP site in South Orlando. Promoting FEAB through Credability and pharmacy
        discounts.
Planned Future Activities: ( Summarize major plans, using bulleted style)
        Establishing "Bank On Central Florida" initiative to promote banking to the un/under banked. Also hosts Regional Florida
        Prosperity Campaign meeting.
                                         IRS-SPEC Partner Coalition FY-10
                                                                             Please Check One:     Existing [ x ] Emerging [ ]
TERRITORY NAME:           Plantation
FORMAL NAME OF COALITION: Palm Beach County Prosperity Campaign
Coalition Website:      www.unitedwaypbc.org

Key Coalition City/State: Boynton Beach (Palm Beach County) Fl

Coalition Chair's Name and Organization: Kasha Owers
Coalition Chair's e-mail address/Phone #:          kashaowers@unitedwaypbc.org/561-375-6617

Date Coalition Started and Geographical Area Covered: May 2003 - Palm Beach County FL

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Develop and execute a marketing campaign by the United Way and the Prosperity Campaign to
         reach low income individuals, families, individuals with disabilities and seniors.
h

         Tax Preparation Strategy: Continue to leverage VITA and combine low volume sites into high production VITA sites in
         targeted areas in the county. Targeted customers are the EITC/CTC taxpayers.
h
         Asset-Building Strategy: Promote the four year-round Prosperity Centers in the county. These Prosperity Centers
         provide services that include IDA accounts, consumer credit counselors, education counselors and Legal Aid services.
         The Prosperity Centers also provide benefits screening to determine eligibility for programs such as food stamps,
         Medicaid, Medicare and KidCare. Prior year income tax preparation is also provided.
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
         Bank of America
         Internal Revenue Service
         Palm Beach County Board of County Commissioners
         United Way of Palm Beach County
         Wal-Mart Foundation
         Wells Fargo/Wachovia Foundation


                                                    Other Coalition Members
         211
         Center for Independent Living Options
         Palm Beach County Division of Senior Services
         City of Delray Beach
         City of Royal Palm Beach
         City of West Palm Beach
         Deaf Services Bureau
         Gulfstream Goodwill
         Housing Partnership
         Palm Beach Habilitation Center
         Credability, Inc
         Legal Aid Society of Palm Beach County
         University of Florida Cooperative Extension Service
         PNC Bank
                                                  Significant Coalition Activities
         Filing Season 2011 - The Coalition promoted 18 VITA sites in Palm Beach County which prepared over 9,700 tax returns
         with an efile rate of approximately 97%. Used the countywide 211 system to help advertise the services.
         United Way of Palm Beach County received funding from Bank of America, Wachovia Bank, the Board of County
         Commissioners, and the Walmart Foundation.
         The coalition continued to provide services to taxpayers with disabilities, including locating three sites at agencies that
         serve the disabled and providing targeted services at the Deaf Services Bureau with sign language interpreters.
         United Way of Palm Beach County received a one-year matching grant from the IRS to help fund its VITA Program.

Planned Future Activities: ( Summarize major plans, using bulleted style)
        United Way of Palm Beach County’s Prosperity Campaign will continue to work with financial institutions, private
        foundations, government agencies and other organizations committed to providing financial stability programs in
        communities of Palm Beach County.
                                       IRS-SPEC Partner Coalition FY-11
                                                                         Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:                 Birmingham

FORMAL NAME OF COALITION:              NW FL Dollar Smart Prosperity Coalition

Coalition Website:     Not Available

Key Coalition City/State:    Panama City , Florida

Coalition Chair's Name and Organization: Ron Sharpe, United Way of Northwest Florida

Coalition Chair's e-mail address/Phone #:        850-215-6749 Ron.Unitedway@gmail.com

Date Coalition Started and Geographical Area Covered: June 2010 - Bay County, FL

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Educate the low-income about services available in the area. Contact other stakeholders in the
h        community to include banks and financial institutions to build on educational programs already available on-site.


         Tax Preparation Strategy: Increase volunteer preparer participation in order to be able to provide service to a
h        greater number of the targeted individuals.


         Asset-Building Strategy: Build and develop financial education classes to reach \low- and moderate- income
h        individuals in 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
         Edward Jones
         FSU Panama City
         Gulf Coast Community College
         United Way of Northwest Fl
         University of Florida Extension
         Womans League of Bay County


                                                  Other Coalition Members



Significant Coalition Activities: (List major items only, using bulleted style)
         VITA Preparer training conducted December 2010 - 12 new volunteer preparers of which 6 worked faithfully throughout
         the season
         In FY2011 this coalition prepared over 2,200 returns with the following results:
           EITC DOLLARS $705,204
           REFUND DOLLARS $2.6 M


Planned Future Activities: ( Summarize major plans, using bulleted style)
         Hold coalition meeting in June 2011 to build financial education partners and activities.
                                  IRS-SPEC Partner Coalition FY-11
                                                                Please Check One: Existing [X] Emerging [ ]
TERRITORY NAME: Birmingham
FORMAL NAME OF COALITION: Escambia Financial Stability Coalition
Coalition Website: www.escambiafinancialstability.com
Key Coalition City/State: Pensacola, Florida
Coalition Chair's Name and Organization: TBD, United Way of Escambia County
Coalition Chair's E-mail Address / Phone #: (850) 434-3157
Date Coalition Started and Geographical Area Covered: July 2004 - Escambia County, Florida
Strategies - Briefly define each strategy, if applicable
   h     Outreach Strategy: Educate the low-income through non-profit organizations within the community.
         Contact utility companies and credit unions to pursue education through tax tips in newsletters and other
         media.

   h     Tax Preparation Strategy: Increase sites to cover five very low income zips within Pensacola and one in
         Milton. Increase numbers of volunteer e-filed returns.

   h     Asset-Building Strategy: Roll out financial education courses to low- and moderate-income individuals in
         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
         Alvista Solutions (Consumer Credit Counseling)
         Catholic Charities
         Children's Service Center
         Escambia County Department of Community Services
         Escambia School Readiness Coalition
         Families Count
         First Call for Help
         HeadStart
         Legal Services of Northwest Florida
         Members First Credit Union
         Pensacola Junior College
         Regions Bank
         Salvation Army
         SunTrust Bank
         United Way of Escambia County
         Westside Sunshine Neighborhood Association

                                             Other Coalition Members
         Mike Thornton, CPA

Significant Coalition Activities: (List major items only, using bulleted style)
         For the 2011 filing season, the coalition worked three sites and prepared a total of 1,410 returns, with
         $574,000 in EITC and $1.85 M in refunds being claimed.
         Money Smart train-the-trainer was given to 80 participants. This year Money Smart will be rolled out to:
         1. Inmates being released from the local jail
         2. New home buyers with bad credit
         3. Pensacola Junior College (PJC) cosmetology students
         4. Freshman orientation for University of West Florida and PJC
         5. All non-profits
         In 2011 the coalition partnered with University of West Florida to allow accounting students to participate in
         VITA as an elective to receive three semester credit hours. Twelve students participated.
         The coalition partnered with a new agency (Family Counts) that ended the season successfully by preparing
         38 returns. Next year they will expand to the community.
         Received Beehive grant in 2011.
Planned Future Activities: (Summarize major plans, using bulleted style)
         Expand financial education and asset-building activities
         Work to expand VITA - open up two more sites and grow.
                                    IRS-SPEC Partner Coalition FY-11
                                                                    Please Check One:    Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: Prosperity Campaign of Pasco County
Coalition Website: Not Available
Key Coalition City/State: Port Richey, Florida
Coalition Chair's Name and Organization: Susan Arnett, President United Way of Pasco County
Coalition Chair's E-mail Address / Phone #: SArnett@unitedwaypasco.org, (727) 845-3030 x104

Date Coalition Started and Geographical Area Covered:           July 2004 - Pasco County, Florida
Strategies - Briefly define each strategy, if applicable
     h Outreach Strategy: The coalition promotes awareness and increases the understanding of the EITC and CTC
        programs through an ongoing and coordinated marketing campaign. The coalition will continue to use the 2-1-1
        phone service that provides information concerning the tax free preparation program and is used to schedule
        appointments. The coalition distributed over 120,000 payroll inserts to increase public awareness of the tax
        program. The Prosperity Campaign of Pasco County was awarded the VITA Grant for the third time which allowed
        us to purchase additional laptops, expand our outreach efforts in the community and reimburse the volunteers for
        travel and supplies.

     h Tax Preparation Strategy: The coalition provides free income tax preparation in partnership with VITA and
        AARP Tax-Aide programs. The coalition continually evaluates the need for additional sites and maintains an on-
        going recruitment campaign for volunteers. The coalition has approximately 150 volunteers with a 95% retention
        rate for returning volunteers. Volunteers also prepared returns in the evening at Title I schools. This year the
        coalition partnered with Sun Coast Federal Credit Union.

     h Asset-Building Strategy: The coalition developed a three-year strategic plan that will be used to promote
        financial education and asset-building. Partners of the coalition provide credit counseling classes, home buyer
        assistance programs and conduct FEAB workshops. The Prosperity Campaign was awarded grants totaling
        $19,000 from Bank of America, Wachovia and Exxon Mobile to assist in promoting financial education in Pasco
        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
        AARP Tax-Aide
        Bank of America
        Catholic Charities
        Consumer Credit Counseling Service
        IRS SPEC
        Pasco County Community Development Department
        Pasco County District School Board / RSVP
        Stone Parker & Company CPA, PA
        United Way of Pasco County
        Wachovia, A Wells Fargo Company
                                                  Other Coalition Members
        BB&T Bank
        Coalition for the Homeless of Pasco County
        Community Aging & Retirement Services (CARES)
        Connections Job Development
        Good Samaritan Health Clinic
        Lowe's
        Pasco County churches
        Pasco County Library Cooperative
        Polish-American Pulaski Association
        Publix Supermarkets
        SunTrust Bank
        Synovus Bank
        Target
        West Pasco Democratic Club
Significant Coalition Activities: (List major items only, using bulleted style)
        In partnership with 11 VITA and AARP Tax-Aide sites, the Campaign prepared 7,482 returns with total refunds of
        over $7.4 million, $1.56 million in EITC and $769,465 in CTC during the 2011 filing season.
        The coalition was awarded the VITA Grant for the third year from the IRS. The coalition also was awarded grants
        totaling $19,000 from Wachovia, Exxon Mobile and Bank of America that will be used to promote financial
        education in Pasco County.
        The coalition developed a three-year strategic plan for implementing a financial education strategy.
        The coalition partnered with the utility companies in Pasco County and included 120,000 inserts in their monthly
        mailings to customers. Also, the coalition developed/created "coasters" advertising the free tax program and
        distributed to restaurants in the county.
Planned Future Activities: (Summarize major plans, using bulleted style)
        Focus on expanding sites by utilizing "FAST" instead of traditional VITA/TCE sites
        Partner with a local high school to pilot a financial edcuation program/training in conjunction with Understanding
        Taxes
        Increase the number of taxpayers utilizing the free tax preparation sites.
                                    IRS-SPEC Partner Coalition FY-11
                                                                    Please Check One:    Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: Wealth Building Coalition / Pinellas Prosperity Campaign
Coalition Website: http://www.wbcpc.org
Key Coalition Cities/State: St. Petersburg and Clearwater, FL
Coalition Chair's Name and Organization: Cherin Stover, James B. Sanderlin Family Center
Coalition Chair's E-mail Address / Phone # CherinStover@hotmail.com (727) 328-0618
Date Coalition Started and Geographical Area Covered:           June 2002 - Pinellas County, Florida
Strategies - Briefly define each strategy, if applicable
   h    Outreach Strategy: Promote awareness and increase understanding of the federal Earned Income Tax Credit
        and increase economic opportunities through an ongoing and coordinated marketing campaign.

   h     Tax Preparation Strategy: Expand and improve community access to free tax preparation sites throughout the
         county in partnership with the IRS VITA Program and local organizations.

   h     Asset-Building Strategy: Emphasize and support linkages to essential asset-building programs for low- and
         moderate-income households through financial education training using the FDIC Money Smart curriculum.
         Homeownership education for new home ownership and refinancing existing mortgages. Additional asset-building
         strategies including growing and promoting of the Bank On St. Petersburg 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
         Bank of America
         City of St. Petersburg
         FDIC
         Federal Reserve Bank of Atlanta, Jacksonville Branch
         IRS SPEC
         James B. Sanderlin Neighborhood Family Center
         Juvenile Welfare Board
         Pinellas County Government
         Raymond James Bank
         St. Petersburg Neighborhood housing Services
         United Way of Tampa Bay
         Wachovia Wells Fargo Foundation
         WorkNet Pinellas
                                                Other Coalition Members
         2-1-1 Tamps Bay Cares
          - plus more than 50 additional partners


Significant Coalition Activities: (List major items only, using bulleted style)
      During the 2011 filing season, 13 VITA sites throughout Pinellas County prepared more than 3,200 tax returns,
      bringing over $2.3 million through the EITC, over $6 million in total refunds, and almost $1 million CTC to the local
      economy. Pinellas County taxpayers saved over $667,800 in filing fees.
      The USF College of Business internship program offers students seeking to become CPAs credit towards their
      major. Students are required to work 75 hours preparing tax returns. This filing season we had a total of 25
      interns who prepared over 1100 tax returns, which was 39% of all the returns prepared in the county.
      Council Member Karl Nurse aided in creating new marketing opportunities this year for the EITC/VITA Campaign.
      He helped make it possible for WBC to partner with PSTA; PSTA buses now have posters and rack cards which
      will reach many of those who need the free tax preparation service. Councilmember Nurse made the necessary
      connection for WBC stuffers to be included in 90,000 City of St. Petersburg utility bills.
      The Lealman/Asian Neighborhood Family Center offers a Vietnamese financial education class where attendees
      receive a certificate which is recognized by the St. Petersburg Neighborhood Housing Services and Habitat for
      Humanity to help in the purchase of a home.
      The James B. Sanderlin Center VITA team in St. Petersburg which consists of four staff members prepared all of
      the site’s 800+ returns, bringing over $1million through EITC and over $2.2 million in total refunds to the local
      community. This is the ninth year that the Sanderlin Center has participated as a VITA site.
      The Enoch Davis Center has been a VITA site for 19 years! Most of their volunteers have been with the program
      for over 10 years and a few are over 20 years. This site prepares the most prior year and amended returns in the
      county.
Planned Future Activities: (Summarize major plans, using bulleted style)
      Continue to serve the un- and under-banked population through Bank On St. Petersburg
      Continue financial education classes using the Money Smart curriculum being conducted by the following
      partners: Project Prosper, Raymond James Bank, Harbordale YMCA, FDIC, Suncoast Schools Federal Credit
      Union, St. Petersburg Neighborhood Housing Services, and the National Foundation for Debt Management
      (NFDM).
                                     IRS-SPEC Partner Coalition FY-11
                                                                     Please Check One:     Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: United Way of Sarasota Financial Stability Partnership
Coalition Website: http://www.uwsrq.com
Key Coalition City/State: Sarasota, Florida
Coalition Chair's Name and Organization: Amy Paulishak, United Way of Sarasota
Coalition Chair's E-mail Address / Phone #: vitamgr@uwsrq.com, (941) 366-2686 x316
Date Coalition Started and Geographical Area Covered: May 2004 - Sarasota County, Florida
Strategies - Briefly define each strategy, if applicable
      h Outreach Strategy: Enhance existing efforts and create a new, coordinated effort to educate and inform EITC-
        eligible households of available tax credits to supplement household income and improve the local economy.


      h Tax Preparation Strategy: Leverage resources of existing partners by assisting with advertisement of free tax
         preparation opportunities through AARP Tax-Aide and the United Way of Sarasota VITA Program.

      h Asset-Building Strategy: Encourage financial responsibility and asset building by linking customers with
         existing financial education programs in 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
         AARP Tax-Aide
         Department of Children and Families
         Goodwill Industries Manasota
         Gulfcoast Legal Services
         IRS SPEC
         Salvation Army
         Sarasota County Health and Human Services Department
         Senior Friendship Center
         Suncoast Workforce Board
         United Way of Sarasota County
                                             Other Coalition Members
         Sarasota Chamber of Commerce
         Sarasota County Extension Service
         Sarasota County Health Department

Significant Coalition Activities: (List major items only, using bulleted style)
         During the 2011 filing season, AARP Tax-Aide operated 10 e-file sites in the county at which volunteers prepared
         more than 7,400 e-filed returns. In its third year of operation, United Way of Sarasota prepared more than 800
         returns at seven sites (3 of which are new). Volunteer-prepared returns claimed over $8 million in refunds including
         over $1.4 million in EITC.
         United Way of Sarasota County distributed thousands of fliers with EITC and VITA site location information.
         Provided links to the IRS EITC web page and a list of tax sites on the United Way and Sarasota County websites.
         EITC flyers were distributed to Goodwill's retail store customers.
         The Suncoast Workforce Board and Salvation Army distributed EITC fliers to clients.

Planned Future Activities: (Summarize major plans, using bulleted style)
       Increase free tax preparation services throughout the county.
       Continue to educate Sarasota County residents on EITC and other credits through partner contacts and other
       channels.
       Bring financial education opportunities to Sarasota County residents.
                                     IRS-SPEC Partner Coalition FY-11
                                                                     Please Check One: Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: BEST Project
Coalition Website: http://www.thebestproject.org
Key Coalition City/State: Tallahassee, Florida
Coalition Chair's Name and Organization: Kyndra Freeman, United Way of the Big Bend
Coalition Chair's E-mail Address / Phone #: kfreeman@firstflorida.org, (800) 766-4328 ext. 5006
Date Coalition Started and Geographical Area Covered: December 2002 - Franklin, Gadsden, Jefferson, Leon,
Madison, Taylor and Wakulla Counties, Florida
Strategies - Briefly define each strategy, if applicable
   h    Outreach Strategy: Use targeted marketing to reach the potentially EITC eligible based on research data, using
        billboards and televison commercials along with TV and radio news. Partners also used their fundraising
        committees to promote the VITA sites at campaign fundraisers.

   h     Tax Preparation Strategy: Increase public awareness of current sites. Recruit additional volunteers so that
         days and hours of availability can be extended. Continue partnership with AARP.

   h     Asset-Building Strategy: Continue to develop and increase partnerships. Develop method for partners and
         VITA volunteers to share information about financial classes and asset building. Develop a disability arm of the
         coalition.
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
         211 of the Big Bend
         Ability 1st
         Bank of America
         Capital Area Community Action Agency
         Capital City Bank
         Capital Region YMCA
         City of Tallahassee
         Consumer Federation of America
         CredAbility Credit & Debt Counseling
         FDIC
         First Florida Credit Union
         Florida Prosperty Partnership
         Florida State University
         Florida State University, Women in Accounting
         Godby High School Academy of Finance
         IRS SPEC
         Legal Services of North Florida
         National Community Tax Colaition
         National Disability Institue
         The Wachovia Foundation
         United Way of the Big Bend
         Volunteer Leon
         WORKForceplus
                                              Other Coalition Members
        AARP Tax-Aide
        Advocacy Center for Persons with Disability
        Bank of America Foundation
        BB&T Bank
        Envision Credit Union
        Federal Reserve Bank of Atlanta, Jacksonville Branch
        Financial Literacy Council
        Florida A&M University School of Business
        Florida State University, Delta Sigma Pi
        Florida State University, Students in Free Enterprise (SIFE)
        Hancock Bank
        Madison Senior Center
        North Florida Community College
        Regions Bank
        Smith Williams Community Center
Significant Coalition Activities: (List major items only, using bulleted style)
        Opened several new sites in six counties.
        Increase number of volunteers by partnering with major universities, other local organizations and AARP Tax-Aide.
        Increased the number of VITA returns prepared by over 50% from the previous year.
        Multimedia interviews with SPEC employees, Amanda Clements, VP for Strategic Initiatives and Kyndra
        Freeman, First Florida Credit Union.
        Financial education classes at Tallahassee Memorial Hospital and CACAA
Planned Future Activities: (Summarize major plans, using bulleted style)
        Develop partnerships with organizations to support VITA, FEAB and outreach in outlying counties
        Apply for VITA grant.
        Increase number of participants in financial education and develop asset building opportunities.
        Develop a disability arm of the BEST Project.
                                     IRS-SPEC Partner Coalition FY-11
                                                                      Please Check One: Existing [X] Emerging [ ]
TERRITORY NAME: Tampa
FORMAL NAME OF COALITION: Prosperity Campaign of Hillsborough County
Coalition Website: http://www.prosperityofhillsborough.com
Key Coalition City/State: Tampa, FL
Coalition Chair's Name and Organization: Emery Ivery, United Way of Hillsborough County
Coalition Chair's E-mail Address / Phone #: eivery@uwtb.org, (813) 274-0900
Date Coalition Started and Geographical Area Covered:            October 2004 - Hillsborough County, Florida
Strategies - Briefly define each strategy, if applicable
   h    Outreach Strategy: This year the coalition again distributed coupons promoting free tax filing through county
        offices, non-profits, faith-based organizations and other locations. Coupons were distributed at the Toys for Tots
        program before Christmas and through the Metropolitan Ministries annual Thanksgiving and Christmas food
        pantries. Additionally, radio advertisements were played on three stations including one Spanish language station.
        Members of the organization distributed EITC flyers to their clientele. E-newsletters were sent to various
        organizations. All marketing continued to include the 2-1-1 phone number so that the target audience has a way
        to find out about services that are offered. Large 2' x 3' posters were placed outside convenience stores in
        neighborhoods which cater to our lower income clientele. Yard signs and banners outside free tax preparation
        locations were used to promote tax filing.

   h     Tax Preparation Strategy: The coalition has a tax preparation partnership with VITA, AARP Tax-Aide and
         Benefit Bank. Each tax site elects the type of tax preparation program they want to use. Currently, Benefit Bank
         sites are a part of the coalition, but not a part of the VITA Program. This year the coalition introduced the Beehive
         mobile van which spent two weeks in the county at a mall, a college and a local business. A university requires
         their college accounting students to volunteer 20 hours at the VITA sites and many volunteered more than the
         minimum. The coalition had volunteers from a credit union and a bank who worked at several sites. The coalition
         partnered with the REI Tour and had a mobile site which traveled to six agencies that serve the disability
         population.

   h     Asset-Building Strategy: Almost 2,300 taxpayers used the supplemental intake sheet provided at the free tax
         preparation sites to request various types of financial education classes and counseling. This represents over
         58% of the taxpayers who took the time to complete the supplemental form. Those requesting one-on-one help
         were put in touch with one of the 27 coalition coaches that teach financial education courses. The supplemental
         intake sheet also let us know that only 2% of the taxpayers we serve want help in securing a bank account. Also,
         we learned that over 50% plan to use their refund to pay on or pay off debt. The coalition supports the Tampa Bay
         Saves Program. The Go Direct Program is promoted at the AARP, VITA and Benefit Bank sites. The Master
         Money program was started this year with 36 people trained to be financial mentors. To date, 75 people have
         been mentored. We continue to work on the following stategies: 1) Growing the financial assistance provided at
         the time of filing taxes; and 2) Providing financial education activities for youth.
Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
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                                                  Core Planning Group
        Bank of America
        Children's Board of Hillsborough County
        Florida Workforce Agency
        Hillsborough County Department of Health & Social Services
        National Disability Institute
        State of Florida Chief Financial Office
        United Way of Tampa Bay
        University of Florida County Extension
        Wachovia Bank, A Wells Fargo Company

                                                Other Coalition Members
         2-1-1 Tampa Bay Cares
         Crisis Center of Tampa Bay
         and approximately 70 other partners

Significant Coalition Activities: (List major items only, using bulleted style)
      Tax Year 2010 filing results include 9,397 returns prepared with 1,876 by Benefit Bank, 5,037 by AARP Tax-Aide,
      2,346 by VITA and 77 by Beehive. There are a total of 37 tax preparation sites in Hillsborough of which 28 are
      VITA and AARP and 9 are Benefit Bank. EITC and CTC dollars returned to the county totaled $3.8 million. Total
      refunds were over $10.8 million. The e-file rate was 96.5%. Overall, the coalition reject rate was less than 5%.
      United Way continues as the lead agency and has a person serving in the position of volunteer coordinator for tax
      preparation as well as financial literacy. We continue to increase efforts in volunteer recruitment. A system was
      put in place this year to allow the volunteers to register directly online through the United Way website. The
      volunteers were also able to indicate where and when they were available to volunteer.
      The Tampa Bay Saves Program, in addition to getting people to open savings accounts, sponsors money
      management classes and financial coaching. Master Money training of financial volunteers has been very effective.
      Volunteers from the coalition worked with Junior Achievement in high schools. The normal five session personal
      financial training program was expanded to six sessions and high school students were taught the Beehive
      program so they could assist fellow students as well as help their families.
Planned Future Activities: (Summarize major plans, using bulleted style)
      The coalition is gathering information from all of the partners and agencies to compile into a resource guide for
      consumers in the Tampa Bay area.

				
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