Data Collection and Evaluation Annie E. Casey Foundation

Earn it Keep it Save it Data Collection & Evaluation Annie E. Casey Foundation NCTC / NTA Conference September 21, 2005 Earn it Keep it Save it Why Do Data? • Learn about clientele – who’s being served & who isn’t – additional opportunities • Document effectiveness – objective evidence • Build a knowledge base – insights not otherwise available – benchmarking Earn it Keep it Save it Four Sources of Data • Intake Surveys • Tax Returns • Return Preparation Software • Campaign Reports Earn it Keep it Save it Why the NTA application? • Imports required data elements from TaxWise • Links intake & tax data while protecting taxpayer confidentiality • Provides automatic geocoding • Generates required & optional reports Earn it Keep it Save it Data Submissions 60% % of All NTA Returns 50% 40% 30% 20% 10% 0% 2003 2004 2005 Unit Data Tax Data Intake Data Earn it Keep it Save it Sample Insights: Population Served (I) With dependents 42% Others without dependents 8% Single without dependents 50% Earn it Keep it Save it Sample Insights: Population Served (II) Single Filers as % of All Filers All Low-Income Filers NTA 0% 20% 40% 60% 80% 100% Earn it Keep it Save it Sample Insights: New Tax Filers (I) $18,000 $16,000 45 40 35 30 25 20 15 10 5 0 $14,000 $12,000 $10,000 $8,000 $6,000 $4,000 $2,000 $0 Median Income New Filers Prior Filers Median Age Earn it Keep it Save it Sample Insights: New Tax Filers (II) % of New Site Users Who Didn't File in Prior Year 50% 40% 42% 30% 20% 10% 0% Des Moines Vermont El Paso Baltimore 4% 2% 41% Earn it Keep it Save it Sample Insights: Median Income $25,000 $20,000 Median AGI $15,000 $10,000 $5,000 $0 Iowa Central Nashville Iowa SW Las Cruces Earn it Keep it Save it Sample Insights: Unemployment Comp. 40% 25% % With UC Income 35% 30% 25% 20% 15% 10% 5% 0% 0% 10% 5% 15% Iowa SW Allegany Co MD St. Louis Tucson UC as % of AGI 20% Earn it Keep it Save it Sample Insights: Bank Accounts (I) With Bank Acct 78% No Bank Acct 22% Earn it Keep it Save it Sample Insights: Bank Accounts (II) Median Adjusted Gross Income $20,000 $15,000 $16,562 $10,000 $5,000 $8,070 $7,512 $0 With Bank Acct No Acct & Not Interested No Acct But Want One Earn it Keep it Save it Sample Insights: Bank Accounts (III) No Bank Acct 20% Refund Claimants Bank Acct & Direct Deposit 49% Bank Acct but no Direct Deposit 31% Earn it Keep it Save it Sample Insights: Refunds/Benefits Receipt $3,000 $2,500 70% 60% 50% 40% $1,500 30% $1,000 $500 $0 20% 10% 0% $2,000 San Juan TX New Orleans Kentucky % Receiving Public Benefits Median Refund Earn it Keep it Save it Sample Insights: Costs per Return $120 $100 $80 $60 $40 $20 $0 2005 Return Prep Cost per Return 2004 Total Campaign Cost per Return $67 $105 $106 $58 Earn it Keep it Save it Challenges • Legacy systems • Software platform • Diffused implementation – Data collection process – Campaign activities • Audience identification