Detroit Michigan Income Tax Form - Excel

					                                       IRS-SPEC Partner Coalition FY-09
                                                                       Please Check One:     Existing [ X ] Emerging [ ]
TERRITORY NAME:         Detroit

FORMAL NAME OF COALITION: Washtenaw County EITC Coalition

Coalition Website: None

Key Coalition City/State: Ann Arbor/Ypsilanti, Michigan

Coalition Chair's Name and Organization: Joanne Morris, Ypsilanti Michgian Works! Service Center

Coalition Chair's e-mail address/Phone #: morrisj@ewashtenaw.org 734 484-7247 ext. 255

Date Coalition Started and Geographical Area Covered: October 2004 - Washtenaw County

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Increase awareness of the EITC by focusing outreach and marketing efforts in lower income
h          neighborhoods via partner programs.


           Tax Preparation Strategy: Increase free tax filing assistance and e-filing services to taxpayers located in low-
           income sections of the county
h

           Asset-Building Strategy: Increase availability of financial literacy education to targeted taxpayers via
h          partnerships with local banks and credit unions.

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
           Ann Arbor District Library
           Chris Topa - Advocate US Law
           Eastern Michigan University
           IRS SPEC
           Michigan State University Extension
           Washtenaw County ETC
           Ypsilanti District Library
           Ypsilanti Michigan Works! Service Center

                                                  Other Coalition Members
           Shelter Association
           St. Francis of Assisi

Significant Coalition Activities: (List major items only, using bulleted style)
           A two day site was held at the Ypsialnti District Library Whittaker Road Branch.
           Approximately, $5,394,399 was brought into the community by 37 volunteers who prepared 139 state and federal
           returns.
           The two-day site will become another e-file site for the 2010 Filing Season.
           Eastern Michigan University will increase its number of days of service as a paper site.


Planned Future Activities: ( Summarize major plans, using bulleted style)
          Develop more participation from partners/establish new active partners
          Recruit more volunteers from other colleges/universities in the area.
          Is planning on formalizing coalition structure and bringing more actively involved organizations to the table.
          Continue to refine/add new sites based on IRS-provided research
                                   IRS-SPEC Partner Coalition FY-09
                                                                  Please Check One:   Existing [ x ] Emerging [ ]
TERRITORY NAME:         Detroit

FORMAL NAME OF COALITION: Berrien County EITC

Coalition Website:       N/A

Key Coalition City/State: Berrien County, Michigan

Coalition Chair's Name and Organization: Twyla Smith, Southwest Michigan Community Action Agency

Coalition Chair's e-mail address/Phone #:        tsmith@smcaa.org, (269) 925-9077

Date Coalition Started and Geographical Area Covered: October, 2003 - Berrien County MI

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Promote EITC/CTC awareness to the residents of Berrien County
h

        Tax Preparation Strategy: Recruit more volunteers for the sites in Berrien County
h

        Asset-Building Strategy: The Coalition will promote financial literacy through local banks and the VITA sites.
        They will work to connect low- to moderate-income families to financial literacy and independence using IDAs,
h       and EITC/CTC as debt recovery and asset-building tools

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
        Chemical Bank
        Council on World Class Communities
        Department of Human Services - Berrien County
        Internal Revenue Service
        Michigan State University Extension- Berrien County
        Niles District Library
        Southwest Michigan Community Action Agency
        Tri-County Head Start
        Volunteer Center of Southwest Michigan
                                                Other Coalition Members
        AFL-CIO/ United Way of Southwest Michigan
        Social Security Administration
        Workforce Development

Significant Coalition Activities: (List major items only, using bulleted style)
        Two sites prepared 353 returns; electronically filed 346 returns
        Total federal refunds - $397,072
        EITC dollars- $178,970


Planned Future Activities: ( Summarize major plans, using bulleted style)
        Recruit more volunteers
        Increase coalition membership
                                       IRS-SPEC Partner Coalition FY-09
                                                                           Please Check One: Existing [ x ] Emerging [ ]

TERRITORY NAME:         Detroit

FORMAL NAME OF COALITION:             Calhoun County Tax Coalition

Coalition Website:

Key Coalition City/State: Calhoun County, Michigan

Coalition Chair's Name and Organization: Matt Lynn, United Way of Greater Battle Creek

Coalition Chair's e-mail address/Phone #:         (269) 962-9538

Date Coalition Started and Geographical Area Covered: October 2004 - Barry, Branch, Calhoun & St.Joseph Counties, MI

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Promote EITC/CTC awareness to the residents of Barry, Branch, Calhoun and St. Joseph
h          Counties

          Tax Preparation Strategy: Increase EITC tax return preparation and e-file services to low-moderate income
h         families in Branch, Barry, Calhoun and St. Joseph Counties

          Asset-Building Strategy: The coalition will promote financial literacy through local banks and the VITA sites. They
          will work to connect low-moderate income families to financial literacy and independence with EITC/CTC as debt
h         recovery and asset-building tools.

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
          Albion College
          BC Careers
          Burnham Brook Center
          CAA of South Central Michigan
          Calhoun County Senior Services
          City of Battle Creek
          Community Unlimited
          Robert Miller College
          United Way of Greater Battle Creek

                                                      Other Coalition Members
          Inspired Credit Union
          Volunteer Center of Battle Creek

Significant Coalition Activities: (List major items only, using bulleted style)
          10 sites prepared 1205 tax returns; electronically filed 1192 returns.
          Total Federal Refunds - $1,031,250
          EITC Dollars- $356,613
          Prepared 461 returns for persons with disabilities

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Recruit more volunteers
          Improve marketing efforts to EITC qualified families
          Increase coalition membership
                                    IRS-SPEC Partner Coalition FY-09
                                                                   Please Check One:   Existing [ x ] Emerging [ ]
TERRITORY NAME:          Detroit

FORMAL NAME OF COALITION:            Cass County Economic Self-Sufficiency Workgroup

Coalition Website:

Key Coalition City/State: Cass County, Michigan

Coalition Chair's Name and Organization: Twyla Smith, Southwest Michigan Community Action Agency

Coalition Chair's e-mail address/Phone #:      (269) 925-9077

Date Coalition Started and Geographical Area Covered: August 2004 - Cass County

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Increase awareness of EITC/CTC by focusing outreach and marketing effort tools in
h         Cass County

h         Tax Preparation Strategy: Operate a site to serve the rural areas and disabled population in the county

          Asset-Building Strategy: The coalition will promote financial literacy through local banks and the VITA sites.
          They will work to connect low-income families to financial literacy strategies and independence using EITC
h         and CTC as debt recovery and asset-building tools.

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
          Department of Human Services- Cass County
          Internal Revenue Service
          Southwest Michigan Community Action Agency
          Volunteer Center of Southwest Michigan
          Woodlands Behavioral Health

                                                  Other Coalition Members
          Tri-County Head Start

Significant Coalition Activities: (List major items only, using bulleted style)
          2009 - Total refunds- $167,171
          EITC Dollars - $72,218
          1 site prepared 129 returns, electronically filed 122 returns

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Increase number of individuals served
          Recruit more volunteers
          Increase Coalition membership
                                         IRS-SPEC Partner Coalition FY-09
                                                                            Please Check One:     Existing [x ] Emerging [ ]
TERRITORY NAME:            Detroit

FORMAL NAME OF COALITION: Wayne County Asset Building Coalition

Coalition Website:         N/A

Key Coalition City/State: Detroit, Michigan

Coalition Chair's Name and Organization: Rebecca Carlice Deloof DHS/ Connie Austin-Gentris Charter One Bank

Coalition Chair's e-mail address/Phone #:         carlice-deloof@michigan.gov 313-456-1242

Date Coalition Started and Geographical Area Covered: September 2003 - Wayne County, MI

Strategies - briefly define each strategy, if applicable
        Outreach Strategy: Promote EITC, financial education (literacy) and asset building to individuals in Wayne County.
h

         Tax Preparation Strategy: Increased participation at free tax sites through the expansion of VRPP sites under the
         auspices of the coalition; this includes sites at churches, community centers, colleges, MCAAA's, schools and Weed &
h        Seed.

         Asset-Building Strategy: Develop and maintain strong viable relationships with financial institutions to promote bank
h        accounts, budgeting and home-buying.

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 Aide Society
         Charter One Bank
         Chase Bank
         IRS:SPEC
         Michigan Department of Human Services
         St. Clements Episcopal Church
         Wayne Metro Community Action Agency

                                                   Other Coalition Members
         Bethel Housing Agency
         City of Detroit, Mayor's Office
         Communicating Arts Credit Union
         Detroit Public School System 4 C Division
         Federal Reserve Bank of Chicago-Detroit Branch
         Golightly Technical High School
         Goodwill Industries
         Weed and Seed (Detroit, Highland Park, and Inkster)

Significant Coalition Activities: (List major items only, using bulleted style)
        Super Saturday at two locations: Baker College of Allen Park and Department of Human Services.
        Major kick-off of the VITA sites in metro Detroit. Five banks participated and opened bank accounts for the unbanked.
        Tax return preparations for persons with disabilities at the Veterans Admin Hospital.
        14 sites prepared 1637 electronically filed returns adding 511,308 EITC dollars to the community.
        High school students prepared returns at Golightly High School.
        Partnered with SPEC to conduct return prep at center for homeless veterans and homeless women and children

Planned Future Activities: ( Summarize major plans, using bulleted style)
       Coalition plans to increase its presence in high schools as well as colleges.
        It also will expand its financial literacy initiatives by conducting several train the trainer sessions using the Money Smart
       programs.
                                   IRS-SPEC Partner Coalition FY-09
                                                                  Please Check One: Existing [ x ] Emerging [ ]

TERRITORY NAME:          Detroit

FORMAL NAME OF COALITION: Genesee County Tax Assistance and Financial Service

Coalition Website:

Key Coalition City/State: Flint, Michigan

Coalition Chair's Name and Organization: Carlos Cismeros, Mott Community College

Coalition Chair's e-mail address/Phone #: Ccisneros@mcc.org                 810-762-5125

Date Coalition Started and Geographical Area Covered: July 2003 - Genesee County, MI

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Increase awareness of EITC/CTC by focusing outreach and marketing efforts in low-
h        moderate income neighborhoods and to the disabled community

        Tax Preparation Strategy: Increase EITC return tax preparation by recruiting more volunteers
h

        Asset-Building Strategy: Increase awareness to financial education and affordable financial services through
h       financial literacy courses and no-fee to low-fee bank accounts

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
        Christ Enrichment Center
        ELGA Credit Union
        Genesee County Action Resource Department
        Hispanic Technology Community Center
        IRS-SPEC
        Metro Housing
        Mott Community College
        National Association of Black Accountants (NABA)
        Resource Genesee
        United Way of Genesee County
        University of Michigan-Flint

                                                 Other Coalition Members
        AARP
        City of Flint

Significant Coalition Activities: (List major items only, using bulleted style)
        9 sites prepared 1188 returns; electronically filed 1160 returns.
        EITC $- $576,706
        Total federal fefunds- $1,234,254
        Prepared 404 returns for persons with disabilities



Planned Future Activities: ( Summarize major plans, using bulleted style)
        Recruit more volunteers including persons with disabilities
        Increase number of Information Outreach sessions presented
        Provide more information on Financial Literacy
                                   IRS-SPEC Partner Coalition FY-09
                                                                  Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME: Detroit

FORMAL NAME OF COALITION: Kent County Tax Credit Coalition

Coalition Website:

Key Coalition City/State: Grand Rapids, MI

Coalition Chair's Name and Organization: Brenda Brame, Project Cord - Heart Of West MI United Way

Coalition Chair's e-mail address/Phone #: KCTCC@waybetterunitedway.org; 616-752-8647

Date Coalition Started and Geographical Area Covered: August 2002 - Kent County, MI

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Increase EITC awareness and education by working with area employers and
h           organizations who have ongoing contact with potential EITC eligible taxpayers.

           Tax Preparation Strategy: Increase the number of returns prepared through free tax preparation assistance
h          and e-file services for low-moderate income taxpayers.

           Asset-Building Strategy: Use existing services offered by current partners to assist taxpayers with building
h          and maintaining financial stability while using FDIC's curriculum on 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
           Brown Hutcherson Ministries
           Grand Valley State University - Community Research Institute (CRI)
           Heart of West Michigan United Way
           IRS SPEC
           Kent County Department of Human Service (DHS)
           Macatawa Bank
                                                  Other Coalition Members
           ACSET - Northeast and Westside Complexes
           Baxter Community Center
           Bethlehem Lutheran Church
           Chemical Bank
           Clancy Street Ministry, Creston (CRC) Christian Reformed Church
           Comerica Bank
           Davenport University - Fulton Street and Lettinga Campuses
           Fifth Third Bank
           Flagstar Bank
           Heart of West Michigan United Way 211
           Kentwood Community Church
           Maplelawn Baptist Church
           Mayor George Hartwell
           Mercantile Bank
           Oakdale Neighborhood Association
           Roosevelt Park Ministry
           Steepletown Ministry
           The Source
           United Church Outreach Ministry (UCOM)

Significant Coalition Activities: (List major items only, using bulleted style)
           19 sites prepared 4,430 electronically filed returns generating $1,897,256 in EITC and $5,635,697 in federal
           tax refunds for local residents.
           Held 2009 filing season Kick-off on 1/26/09 with local media coverage and elected officials in attendance.
Planned Future Activities: ( Summarize major plans, using bulleted style)
           Increase outreach activities to reach targeted audience for financial education and asset building programs
           prior to the start of filing season.
           Partner with local school district to become involved in tax prep and financial education & asset building
           opportunities.
           Increase volunteer recruitment among Grand Rapids Community College students.
                                    IRS-SPEC Partner Coalition FY-09
                                                                 Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:       Detroit

FORMAL NAME OF COALITION: Montcalm Ionia Financial Awareness Alliance

Coalition Website: None

Key Coalition City/State:       Greenville, MI

Coalition Chair's Name and Organization: Denise Hubbard

Coalition Chair's e-mail address/Phone #: DHUBBARD@VOLUNTEERCONNECTIONS.ORG 616-225-1082

Date Coalition Started and Geographical Area Covered: June 2008 Montcalm, Ionia, Gratiot and Isabella Counties

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Increase awareness of the EITC by focusing outreach and marketing efforts in lower
h           income neighborhoods via partner programs.


           Tax Preparation Strategy: Increase free tax filing assistance and e-filing services to taxpayers located in
           low-income sections of the county
h

           Asset-Building Strategy: Increase availability of financial literacy education to targeted taxpayers via
h          partnerships with local banks and credit unions.

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
           Eight CAP of Gratiot County
           Eight CAP of Ionia County
           Eight CAP of Isabella County
           Eight CAP of Montcalm County
           Henry's Place
           IRS SPEC
           United Way of Montcalm County

                                           Other Coalition Members
           McFadden Law Office
           Village of Howard City & Community Bank

Significant Coalition Activities: (List major items only, using bulleted style)
            Applying for VITA Grant - This is a rural area
            671 clients were served bringing back $764,024 into the communities


Planned Future Activities: ( Summarize major plans, using bulleted style)
          Implement VITA Site as an after school program theough the United Way
          Begin recruitment campaign for a Financial Literacy Subject Matter Expert
          Increase the number of VITA sites especially in Montcalm County
          Hours of service will increase for the 2010 Filing Season
                                       IRS-SPEC Partner Coalition FY-09
                                                                         Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:          Detroit

FORMAL NAME OF COALITION:               Kalamazoo County Tax Counseling Coalition

Coalition Website:       None

Key Coalition City/State: Kalamazoo, Michigan

Coalition Chair's Name and Organization: Peggy Gagen, WE Upjohn Institute, formerly with United Way

Coalition Chair's e-mail address/Phone #: pgagen@KalamazooUnitedWay.org 269-344-7250

Date Coalition Started and Geographical Area Covered: August 2002 - Kalamazoo County, MI

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Increase awareness of the EITC by focusing outreach and marketing efforts in lower
h           income neighborhoods via partner programs.

            Tax Preparation Strategy: Increase free tax filing assistance and e-filing services to taxpayers located in low-
            income sections of the city and senior housing complexes. Refine site locations to ensure VITA availability is not
h           concentrated in one location but is spread throughout county.

            Asset-Building Strategy: Increase availability of financial literacy education to targeted taxpayers via
h           partnerships with local banks and credit unions. Help establish a low-income credit union.

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
            Greater Kalamazoo United Way
            Gryphon Place, 211 Call Center
            IRS SPEC
            Kalamazoo County Community Action Bureau
            Michigan Works!
            WE Upjohn Institute for Employment Research
                                                   Other Coalition Members
            Catholic Diocese of Kalamazoo
            Goodwill Industries
            Guardian, Inc
            Kalamazoo Chamber of Commerce
            Kalamazoo County MSUE
            Kalamazoo Institute of Management Accountants
            Kalamazoo Public Library
            Kalamazoo Valley Community College
            Volunteer Center of Greater Kalamazoo
            Western Michigan University
Significant Coalition Activities: (List major items only, using bulleted style)
            Michigan Works!: 10 sites. All sites offer e-file. 504 electronically filed (over 115 EITC returns). Total refunds
            $539,000 and EITC refunds $210,000
            CAB: Reopened site with 76 returns e-filed (over 34 EITC returns). Refunds totaled over $124,000 with EITC
            refunds totaling $65,000.
            AARP: 8 sites. All sites offer e-file. Over 1,212 returns electronically filed, 22 EITC returns filed. Total refunds
            $785,000 and EITC refunds $145,000
            Michigan Works! offered several one/two day sites.
            Continues to work with neighboring counties on a joint marketing strategy
            Purchased additional computers and printers and returned all IRS loaned equipment.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Aid in opening a low-income credit union
          Develop more participation from partners/establish new active partners
          Continue to refine/add new sites based on IRS-provided research
                                    IRS-SPEC Partner Coalition FY-09
                                                                    Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:          Detroit

FORMAL NAME OF COALITION: Asset Independence Coalition

Coalition Website:      None

Key Coalition City/State: Lansing, MI

Coalition Chair's Name and Organization        Amanda Master, Chair      Capital Area United Way

Coalition Chair's e-mail address/Phone #: a.masters@capitalareaunitedway.org - 517-203-5020

Date Coalition Started and Geographical Area Covered: October 2005 - Greater Lansing MI,. Eaton & Ingham
Counties
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Increase local EITC awareness by distributing flyers and informational brochures to area
h          Human Service agencies.

h          Tax Preparation Strategy: Coordinate free tax assistance services among 13 tax sites.


           Asset-Building Strategy: The coalition is in the process of developing an asset building program called
h          Bank on Lansing. The local government supports this 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
           Capital Area Community Services, Inc
           Capital Area United Way
           Eaton County United Way
           IRS-SPEC
           Michigan State University
           Northwest Lansing Initiative
                                                   Other Coalition Members
           Capital Area District Library
           Capital Area Michigan Works!
           Ingham County Health Department



Significant Coalition Activities: (List major items only, using bulleted style)
           Approximately 40 volunteers prepared returns at 13 sites.
           The coalition added four e-file sites during the 2009 Filing Seaon.
           Press conference were held at the State Capital to promote the Earned Income Tax Credit.
           The coalition hired a Coordinator on a part-time basis, who is also helping to develop Bank on Lansing.
           The local newspaper published an Op-Ed written by the Treasurer, City of Lansing regarding the benefits of
           residents using VITA Sites.
           Approximately $11,016,486 was brought into Ingham, Clinton and Eaton Counties through refunds.

Planned Future Activities: ( Summarize major plans, using bulleted style)
           Restructure the current strategic work plan to better utilize local resources and increase the number of sites
           offering electronic filing.
           Establish an ongoing partnership with financial institutions.
                                    IRS-SPEC Partner Coalition FY-09
                                                                 Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:           Detroit

FORMAL NAME OF COALITION: Michigan Statewide EITC Coalition

Coalition Website: www.michiganeic.org (1-800-865-8683)

Key Coalition City/State: Lansing, MI

Coalition Chair's Name and Organization: Peter Ruark, Michigan League for Human Services

Coalition Chair's e-mail address/Phone #:       pruark@michleagueforhumansvs.org/ 517-487-5436

Date Coalition Started and Geographical Area Covered: September 2003, State of Michigan

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Advocating legislative action; use of website for information re: EITC, volunteer tax
          return preparation, ICAN! EITC for a guided process on filing state and federal forms and post-filing season
          conference which brings together all coalitions in the State for a learning exchange (networking, what worked,
h         guest speakers, etc.)

          Tax Preparation Strategy: Strengthening access to affordable, ethical tax prep services for the working
h         poor.

          Asset-Building Strategy: Advocating for and taking legislative action re: policy that advances the working
h         poor toward financial security. Maximizing the value of income supports for working households.

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 Aide Society
          IRS SPEC
          Michigan Community Action Agency Association
          Michigan Dept. of Human Services (representing the Office of the Governor)
          Michigan League for Human Services
          Michigan Poverty Law Program
          Michigan State University Extension

                                                 Other Coalition Members
          AARP - Tax Aide
          Community Economic Development Association of Michigan
          ELGA Credit Union
          FDIC
          Federal Reserve Bank of Chicago - Detroit Branch
          Financial Health Credit Union
          Internal Revenue Service - TAS
          Lighthouse of Oakland County
          Michigan Association of CPAs (MACPA)
          Michigan Community Reinvestment Coalition
          Michigan Credit Union League
          Michigan Dept. of Labor and Economic Growth
          Michigan Dept. of Treasury
          Michigan League of Human Services
          Michigan Municipal League
          Michigan State University Extension
          Michigan State University Sustainable Food Systems
          Michigan Works! Association
          Oakland Livingston Human Services Agency
          United Way of Michigan
          Volunteer Centers of Michigan
          All local Asset Building and EITC coalitions throughout the State of Michigan.
Significant Coalition Activities: (List major items only, using bulleted style)
          ICAN! EITC program promotion continued with Credit Unions, Legal Aid offices and "Michigan Works!" offices
          throughout the State.
          Continuation of a forum by which coalitions can communicate with each and with statewide organizations and
          public agencies (includes meetings, the Learning Exchange, and statistics, produced an EITC-promotion
          Distribution of important policy information, distribution of helpful the listserve)
          vidoe to be be shown in DHS offices and elsewhere, provided a VITA site directory available to taxpayers via
          the Internet.
          Distribution of Money Back in Michigan to inform outreach and advocacy organizations about the tax credits
          and deductions available to low-income people as well as provided legislators with information about EITC
          usage in their districts.
Planned Future Activities: ( Summarize major plans, using bulleted style)
          Expand the ICAN! IETC program
          Continuation of a forum by which coalitions can communicate with each and with statewide organizations and
          public agencies (includes meetings, the Learning Exchange, and the listserve)
          Continue to distribute important policy information, statistics as well as continue to make VITA site information
          available via the Internet
          Continue to distribute information for and to outreach and advocacy organizations about the tax credits and
          deductions available to low-income people as well as provided legislators with information about EITC usage
          in their districts.
                                     IRS-SPEC Partner Coalition FY-09
                                                                       Please Check One:    Existing [ x ] Emerging [ ]
TERRITORY NAME:         Detroit

FORMAL NAME OF COALITION: Muskegon County Asset Building Coalition

Coalition Website:

Key Coalition City/State: Muskegon, MI

Coalition Chair's Name and Organization: Thomas Griffin, Goodwill Industries

Coalition Chair's e-mail address/Phone #:         tgriffin@goodwill.org (231) 722-3780

Date Coalition Started and Geographical Area Covered: May 2006 - Muskegon, Muskegon Heights, Oceana Counties

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Continue to work with local partners on communicating the benefit of the EITC and other
          credits
h         Conduct workshops and seminars on tax credits and other products.

          Tax Preparation Strategy: Continue to open new sites in under served ZIP codes within Muskegon County.
h

          Asset-Building Strategy: Continue to recruit banks, credits unions and other financial intuitions to deliver
          information on financial literacy.
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
          Baker College
          Department of Human Services
          Goodwill Industries
          MO-CAP
          MSU-Extention
          Volunteer Muskegon

                                                 Other Coalition Members
          Disability Connection
          Love Inc
          Michigan Rehab Services
          National City Bank
          Weed & Seed

Significant Coalition Activities: (List major items only, using bulleted style)
          Offered ICAN program to Muskegon County residents
          Conducted speeches on EITC/AEITC
          7 sites prepared 1,262 returns electronically
          Total EITC - $112,059
          Total refunds - $1,186,077
          Total Disability returns - 152

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Increase awareness of EITC/AEITC
         Continue to promote financial literacy through outreach
         Assist the disability community with tax prep
                                       IRS-SPEC Partner Coalition FY-09
                                                                       Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME:          Detroit

FORMAL NAME OF COALITION: Tax Credit Initiative Coalition serving Oakland and Livingston Counties

Coalition Website:      None

Key Coalition City/State:      Pontiac, Michigan

Coalition Chair's Name and Organization: Susan Mosqueda, Oakland Livingston Human Service Agency

Coalition Chair's e-mail address/Phone #: susanm@olhsa.org 248-209-2790

Date Coalition Started and Geographical Area Covered: October 2003 - Oakland and Livingston Counties

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Increase awareness of the EITC by focusing outreach and marketing efforts in lower income
h         neighborhoods via partner programs.


          Tax Preparation Strategy: Increase free tax filing assistance and e-filing services to taxpayers located in low-
h         income sections of the city.

          Asset-Building Strategy: Increase availability of financial literacy education to targeted taxpayers via partnerships
h         with local banks and credit unions.

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 Aid Society
          Cooley Law School
          IRS SPEC
          Lighthouse Community Development
          Oakland County: Community & Home Improvement Division
          Oakland Livingston Human Service Agency
          United Way

                                                   Other Coalition Members
          Chief Pontiac Credit Union
          Cleary University
          LaSalle Bank

Significant Coalition Activities: (List major items only, using bulleted style)
          Six sites electronically filed 877 returns. (344 returns with EITC). Two in Livingston County and four in Oakland
          County.
          Total refunds: $913,000; EITC refunds: $423,000

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Develop more participation from partners/establish new active partners
         Recruit more volunteers
         Planning on formalizing coalition structure and bringing more actively involved organizations to the table.
         Continue to refine/add new sites based on IRS-provided research
                                     IRS-SPEC Partner Coalition FY-09
                                                                      Please Check One:    Existing [ x ] Emerging [ ]
TERRITORY NAME:         Detroit

FORMAL NAME OF COALITION: Saginaw/Bay Financial Awareness Coalition

Coalition Website:

Key Coalition City/State: Saginaw/Bay City, MI

Coalition Chair's Name and Organization: Marsha Cooley, United Way of Saginaw County

Coalition Chair's e-mail address/Phone #:        mcooley@unitedwaysaginaw.org (989) 755-0433 x203

Date Coalition Started and Geographical Area Covered: September 2004 - Saginaw/Bay County, MI

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Bay County to join with SFAC and expand membership to include Bay County businesses
          and organizations. Plans includes collaboration with local colleges, universities and the career complex through
h         Saginaw Public Schools.

          Tax Preparation Strategy: The goal is to increase the number of taxpayers served through our programs.
h         SFAC will increase mobile sites and target more out county/rural areas of our communities.

          Asset-Building Strategy: The Coalition is forming a financial literacy committee and will be seeking
          partnerships/collaborations with current asset-building programs to increase the services.
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
          Chemical Bank
          City of Saginaw
          Community Action Committee
          Davenport University
          Delta College
          Department of Human Services
          Fifth Third Bank
          Frankenmuth Credit Union- main branch, Town & County branch
          Healthy Start
          Internal Revenue Service
          MSU Extension
          National City Bank
          Partnership Center
          Saginaw Career Complex
          Saginaw Service Career Paths
          Saginaw Valley State University
          United Financial Credit Union
          United Way of Bay City

                                                 Other Coalition Members
          Saginaw CAC
          Yeo & Yeo CPA

Significant Coalition Activities: (List major items only, using bulleted style)
          Received $15,000 grant through WalMart Foundation
          Received $8,000. TCE grant through IRS
          Opened two new tax preparation sites for 2008 tax year
          Added Bay County United Way to Coalition membership
          Total returns - 5065
          Total EITC - $805,865.
          Total taxpayers served - 2516
          Total volunteers 46 - 3087 hours

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Form a financial literacy committee
         Collaborate with other organizations to offer some type on asset building program
         Continue monthly meeting alternating between Saginaw County and Bay County
         Apply for grants
         Conduct speeches at local universities
                                IRS-SPEC Partner Coalition FY-09
                                                                       Please Check One:   Existing [ x ] Emerging [ ]
TERRITORY NAME:              Detroit

FORMAL NAME OF COALITION:              Chippewa County Tax Coalition

Coalition Website:

Key Coalition City/State: Sault Ste. Marie, Michigan

Coalition Chair's Name and Organization: Jennifer Dunton - Department of Human Services

Coalition Chair's e-mail address/Phone #:        Jennifer Dunton duntonj@michigan .gov

Date Coalition Started and Geographical Area Covered: October 2006 - Chippewa County, MI

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: Conduct outreach through local human service agencies. Inform clients using flyers
h         developed by the coalition. Direct mail approach with customers to advise of VITA program.

          Tax Preparation Strategy: Lake Superior State University professor worked to create a course for credit devoted
          to tax preparation. Students were trained by Link & Learn. Students in Free Enterprise (SIFE) worked to schedule
          and manage the tax prep site.
h

          Asset-Building Strategy: SIFE plans to eventually offer a financial literacy piece to taxpayers using the VITA site
          that would support their long time financial goals. Would use local financial institution to reach this goal.
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
          Department of Human Services - Chippewa County
          Lake Superior State University

                                                 Other Coalition Members
          Community Action Agency
          Hiawatha Behavioral Health
          Michigan Department of Treasury
          Sault Tribe of Chippewa Indians
          Students in Free Enterprise

Significant Coalition Activities: (List major items only, using bulleted style)
          Training new volunteers in Link & Learn
          Develop a strategy to promote the EITC awareness campaign
          Total returns - 117
          Total EITC dollars - $24,470
          Total refund amount -$71,185
          Total Disability returns - 19

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Begin partnership with University's volunteer center to assist in tax site management
         Establish marketing campaign in VITA course, thus increasing number of returns filed
         Increase students enrolled in VITA course
         Seek grant funding
                                     IRS-SPEC Partner Coalition FY-09
                                                                     Please Check One: Existing [ ] Emerging [X ]

TERRITORY NAME:        Detroit
FORMAL NAME OF COALITION: Southeast Michigan Regional Asset Building Coalition
Coalition Website:    None
Key Coalition City/State: Southeast Michigan
Coalition Chair's Name and Organization: Dona Ponepinto, United Way for Southeastern Michigan

Coalition Chair's e-mail address/Phone #: Dona.Ponepinto@uwsem.org 313.226.9320

Date Coalition Started and Geographical Area Covered: August 2007, Southeast Michigan
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: The mission of the Southeast Michigan Regional Asset Building Coalition is to collaborate
          and maximize resources to increase the ability of individuals and families to achieve financial stability through
h         asset building.

           Tax Preparation Strategy: The coalition prepared ESP returns at one location during the filing season. The
h          coalition aids local coalitions by assisting in locating volunteers and equipment needs for the filing season.

           Asset-Building Strategy: The mission of the Southeast Michigan Regional Asset Building Coalition is to
           collaborate and maximize resources to increase the ability of individuals and families to achieve financial
h          stability through asset building.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                   Core Planning Group
           Accounting Aid Society
           Internal Revenue Service
           Macomb County Asset Building Coalition
           Southeastern Michigan United Way
           Tax Credit Initiative Coalition Serving Oakland/Livingston Counties
           Washtenaw County Asset Building Coalition
           Wayne County Asset Building Coalition

                                           Other Coalition Members
           AARP
           Greenpath
           Washtenaw County United Way
           Wayne Metro Community Action Agency

Significant Coalition Activities: (List major items only, using bulleted style)
          Provided computers and printers to partners to assist with preparing returns and e-filing
          Isolated specific ZIP codes for concentrated outreach for EITC and VITA activity.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Coordinate and offer asset-building products for use by partners
         Provide support to local coalitions to aid them with outreach, tax preparation, and asset-building efforts.
                                     IRS-SPEC Partner Coalition FY-09
                                                                       Please Check One: Existing [x ] Emerging [ ]

TERRITORY NAME:            Detroit

FORMAL NAME OF COALITION: Northwest Michigan Tax Coalition

Coalition Website:

Key Coalition City/State: Traverse City, MI

Coalition Chair's Name and Organization: Karen Emerson

Coalition Chair's e-mail address/Phone #:     kemerson@nmcaa.net (231) 947-3780

Date Coalition Started and Geographical Area Covered: June 2004 - 12 counties in the northwest part of the lower
peninsula. Counties are: Antrim, Benzie, Charlevoix. Emmet, Grand Traverse, Kalkaska, Leelanau, Manistee, Missaukee,
Ogemaw, Roscommon and Wexford

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Increase awareness of EITC and free tax preparation assistance through outreach and
           marketing efforts in the 12-county area listed above.
h

           Tax Preparation Strategy: Increase free tax preparation assistance to low to moderate income individuals,
           elderly and disabled workers and families.
h

           Asset-Building Strategy: Provide opportunities for eligible families to participate in workshops that address
           financial literacy, home ownership and other assert-building education.
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
           AARP
           Huntington Bank, Fifth/Third Bank
           Internal Revenue Service
           Michigan Depart of Human Services - Antrim, Benzie, Grand Traverse, Kalkaska, Leelanau, Manistee,
           Missaukee, Ogemaw, Roscommon and Wexford Counties.
           Michigan State University Extension - Grand Traverse and Leelanau Counties
           Michigan Works
           Northwest Michigan Human Services Agency
                                                  Other Coalition Members
           Baker College
           Career Tech Center
           Goodwill Industries
           Northern Lakes Community Mental Health
           Traverse Bay Area Intermediate School District
           Traverse City Area Public Schools
           Traverse City Housing Commission
           United Way of Northwest Michigan

Significant Coalition Activities: (List major items only, using bulleted style)
           20 sites prepared 2246 returns electronically.
           Total EITC - 538,717.
           Total refund - 1.582,757.
           Total disability return prepared - 718
           Conducted Super Saturday events to offer free tax assistance to low and moderate income people.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Recruit additional volunteers for VITA and TCE sites, targeting accounting students at the colleges.
         Partner with AARP to provide free tax preparation in more underserved areas of the 12 counties
         Expand the financial management education and asset building programs
                                      IRS-SPEC Partner Coalition FY-09
                                                                     Please Check One: Existing [ x ] Emerging [ ]

TERRITORY NAME:          Detroit

FORMAL NAME OF COALITION: Van Buren County Tax Coalition

Coalition Website:     N/A

Key Coalition City/State: Van Buren County, Michigan

Coalition Chair's Name and Organization: Tom Richardson, Van Buren Intermediate School District

Coalition Chair's e-mail address/Phone #:      trichardson@vbisd.org, (269) 674-8001

Date Coalition Started and Geographical Area Covered: October, 2003 - Van Buren County, MI

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Increase awareness of EITC/CTC by focusing outreach and marketing effort tools in Van
h        Buren County

         Tax Preparation Strategy: Increase free tax preparation assistance and E-file services for low-moderate income
h        taxpayers in Van Buren County

         Asset-Building Strategy: The coalition will promote financial literacy through local banks and the VITA sites.
         They will invite local banks and credit unions to the sites to help establish bank accounts and provide money
h        management assistance.

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
         Department of Human Services - Van Buren County
         Internal Revenue Service
         South Haven Area Senior Services
         Southwest Michigan Community Action Agency
         United Way of Van Buren County
         Van Buren Intermediate School District (VBISD)
         Volunteer Center of Southwest Michigan


                                               Other Coalition Members
         Lake Michigan College-South Haven Campus
         Tri-County Head Start


Significant Coalition Activities: (List major items only, using bulleted style)
         7 sites prepared 639 returns; electronically filed 626.
         Total Federal Refunds - $543,237
         EITC Dollars- $201,964
         High School Initiative


Planned Future Activities: ( Summarize major plans, using bulleted style)
         Recruit more volunteers
         Increase coalition membership
         Outreach to migrant workers
         Secure Funding
                                      IRS-SPEC Partner Coalition FY-09
                                                                       Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME:          Detroit

FORMAL NAME OF COALITION: Macomb County Asset Building Coalition

Coalition Website:

Key Coalition City/State: Warren, Michigan

Coalition Chair's Name and Organization: Maria DeVoogd, United Way/Joseph Cooke, Macomb County Community
Service Agency
Coalition Chair's e-mail address/Phone #: maria.devoogd@LiveUnitedSEM.org 586-463-1277 or 313-226-9251 and
joseph.cooke@macombcountymi.gov 586-469-6329

Date Coalition Started and Geographical Area Covered: 2004 - Macomb County, MI

Strategies - briefly define each strategy, if applicable
             Outreach Strategy: To build a coalition of community partners dedicated to providing financial outreach,
h            education and services to residents to increase and protect their financial assets.


            Tax Preparation Strategy: To continue free tax preparation to low income residents.
h

            Asset Building Strategy: Increase financial education and asset-building awareness among county residents
h           receiving tax prep services through 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
            Accounting Aid Society
            City of Roseville
            City of Warren
            Internal Revenue Service
            Macomb County Community Service Agency
            Michigan State University Extension (MSUE)
            United Way
            Warren Bank

                                                 Other Coalition Members
            Leaps and Bounds Family Services
            Legal Aid and Defender Assoc. Inc
            Lighthouse Community Development
            Macomb CRA Association
            Macomb Habitat

Significant Coalition Activities: (List major items only, using bulleted style)
            Hosted Annual Community Resource Fair on Jan. 17, 2009, topics included preventing foreclosure, credit
            counseling and, EITC. Area Human Service Agencies were on hand to promote their services as well.
            Eight sites prepared returns and helped to add $91,234 federal EITC to the economy

Planned Future Activities: ( Summarize major plans, using bulleted style)
           Bi-monthly Town Hall Meeting to discuss topics such as weatherization, EITC, foreclosure prevention. Meetings
           will be aired on local cable network.

				
DOCUMENT INFO
Description: Detroit Michigan Income Tax Form document sample