Municipal City Income Tax Tennessee by fax21425

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

FORMAL NAME OF COALITION: City of Chattanooga and Earned Income Credit Initiative
Coalition Website:
Key Coalition City/State:     Chattanooga, Tennessee
Coalition Chair's Name and Organization: Beverly Johnson, Director, Neighborhood Services, City of Chatttanooga,
TN

Coalition Chair's e-mail address/Phone #: johnson -bev@mail.chattanooga.gov 423 425-3870

Date Coalition Started and Geographical Area Covered: August 2004 - Hamilton County; metro-Chattanooga area

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: They conduct a media campaign during the tax season via local television, radio and
h        mailouts to promote the tax prep program.

         Tax Preparation Strategy: The city and the Urban League (the Urban League conducts the VITA program)
         operate sites in various parts of the city at recreation centers and major shopping centers. They partner with
h        credit unions, United Way, University of Tennessee, nonprofit agencies.

         Asset-Building Strategy: The coalition works with Tennessee Saves (UT Knoxville Extension Service) to
         work with the city, Bankers' Roundtable (composed of: local banks,credit unions, FDIC, HUD, United Way and
         affiliates, IRS) developing actions to reach low income, children; schools; high school students with programs on
         home buying, debt reductions, savings programs. They visit high schools, conduct financal planning seminars;
         pass out packets at VITA Sites to get people to join Tennessee Saves . June trains VITA Volunteers at tax
h        training on Tennessee Saves .

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
         IRS-SPEC
         Neighborhood Services, City of Chattanooga
         United Way of Greater Chattanooga
         Urban League

                                             Other Coalition Members
         Church Koinonia Federal Credit Union
         Tennessee Valley Federal Credit Ubion
         University of Tennessee Extension Service

Significant Coalition Activities: (List major items only, using bulleted style)
         13 sites prepared a total of 3,666 returns; 3458 of which were e-filed.
         Free File kick-off and e-file
         Super Saturday
         Tennessee Saves Week

Planned Future Activities: ( Summarize major plans, using bulleted style)
        Expand VITA program to local colleges
        Remote sites to small United Way agencies
        Developing programs with the Tennessee Aliance for Financial Independence (TAFI)
                                   IRS-SPEC Partner Coalition FY-09
                                                                 Please Check One:    Existing [ x ] Emerging [ ]
TERRITORY NAME:              Nashville

FORMAL NAME OF COALITION: Clarksville Regional Alliance for Financial Independence (CRAFI)

Coalition Website: N/A

Key Coalition City/State: Clarksville, Tennessee

Coalition Chair's Name and Organization: Lorraine Pratt - United Way of Greater Clarksville Region

Coalition Chair's e-mail address/Phone #:       lpratt@unitedwayofclarksville.org/(931) 647-4291

Date Coalition Started and Geographical Area Covered: Summer 2006 - Clarksville, TN area

Strategies - briefly define each strategy, if applicable
        Outreach Strategy: To disseminate educational and promotional tax information to targeted taxpayers,
        specifically, low income and those for whom English is a second language, and to educate taxpayers on the
h       availability of free tax preparation services through the VITA program.

        Tax Preparation Strategy: To provide free electronic tax preparation services to low-income individuals and
h       families to ensure they receive benefits of all credits, including EITC, to which they are entitled.


        Asset-Building Strategy: To educate targeted taxpayers on the use of their tax refund as a gateway to asset-
h       building opportunities.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                  Core Planning Group
        City of Clarksville
        Crisis Intervention Center/211
        IRS/SPEC
        Marilyn Day
        Montgomery County Library
        Office of Housing and Community Development
        United Way of Greater Clarksville Region

                                              Other Coalition Members
        United Methodist Urban Ministries



Significant Coalition Activities: (List major items only, using bulleted style)
        Two sites prepared 1113 returns; 973 of which were e-filed


Planned Future Activities: ( Summarize major plans, using bulleted style)
       To expand into other counties within the Clarksville Region network.
       To strengthen and expand the financial education/literacy aspects of the program.
                                     IRS-SPEC Partner Coalition FY-09
                                                                     Please Check One:     Existing [ X] Emerging [ ]
TERRITORY NAME:              Nashville

FORMAL NAME OF COALITION: CASH Alliance

Coalition Website:     N/A

Key Coalition City/State:     Franklin TN

Coalition Chair's Name and Organization: Kathie Tharpe - United Way of Williamson County

Coalition Chair's e-mail address/Phone #: ktharpe@uwwc.org/(615) 771-2312 x24

Date Coalition Started and Geographical Area Covered: Fall 2006

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To disseminate educational and promotional tax information to targeted taxpayers,
         especially low income and non-English speaking, and to educate taxpayers on the availability of free tax
h        preparation services through the VITA program. Focus: Underserved areas

         Tax Preparation Strategy: To provide free electronic tax preparation services to low income individuals and
         families to ensure they receive benefits of all credits, including EITC, to which they are entitled with a focus on
h        underserved areas within the county.

         Asset-Building Strategy: To educate targeted taxpayers on the use of their tax refund as a gateway to asset-
h        building opportunities.

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
         GAP Community Development
         IRS/SPEC
         United Way of Williamson County

                                               Other Coalition Members
         Adult Education/Williamson County Schools
         Dept of Children's Services
         Fairview Community Church
         Fairview Public Library
         Fifth Third Bank
         Greater Nashville Regional Council
         Habitat for Humanity
         Senior Citizens Inc - College Grove
         Shorter Chapel/Natchez Neighborhood
         TN Department of Financial Institutions
         TN Housing Development Authority
         Williamson County Department of Health
         YCAP/YMCA

Significant Coalition Activities: (List major items only, using bulleted style)
         Focused on providing services in Fairview which was identified as one of the underserved areas in the county.
         Conducted tax preparation and outreach activities, including EITC and financial literacy.
         Opened additional site this year in another underserved area of the county - College Grove.
         Two sites prepared a total of 223 returns; 191 of which were e-filed.

Planned Future Activities: ( Summarize major plans, using bulleted style)
        Plan to continue to grow coverage in Fairview and within the next two years extend activities to other
        underserved areas in the county.
        Will move to pull other area sites into the coalition.
        To be more proactive in the financial literacy/education arena.
                                   IRS-SPEC Partner Coalition FY-09
                                                                 Please Check One:     Existing [ X] Emerging [ ]
TERRITORY NAME:        Nashville

FORMAL NAME OF COALITION:            Family Self-Sufficiency Alliance of West Tennessee

Coalition Website: www.unitedway.tn.org/initiatives/earnedincome/

Key Coalition City/State: Jackson, Tennessee

Coalition Chair's Name and Organization: Alan Turner, United Way of West Tennessee

Coalition Chair's e-mail address/Phone #: turner@unitedway.tn.org/731-422-1816

Date Coalition Started and Geographical Area Covered: June 2006 - Madison and surrounding Counties

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: To assist the working poor achieve self-sufficiency and financial stability by encouraging
          healthy economic habits. To provide the supportive and referral services necessary to connect clients with
h         needed services.

          Tax Preparation Strategy: To recruit volunteers to work in VRPP sites, offering free tax preparation service
          that ensure the proper receipt of EITC and other federal and state tax credits for low income families. To
          assist already existing free tax preparation sites in their further contribution to their communities in any
h         capacity necessary.

          Asset-Building Strategy: To assist working families and individuals utilize the EITC and other resources as a
          pathway to accessible financial services and other asset-building opportunities. Using the free tax sites
          program is key to educating the community about becoming self-sufficient, building assets, and becoming
h         financially independent in the long term.

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
          Dyersburg State Community College
          First Citizens National Bank
          First State Bank
          Franklin Wilkins VFW A/P
          IRS/SPEC
          Southwest Council on Children and Youth
          United Way of West Tennessee
          UT-Extension Agency
                                                Other Coalition Members
          Adult Education Center - Selmer, TN
          Affordable Housing
          Bancorp South Bank
          Carroll County United Neighbors
          First South Bank
          Girls Scouts of America
          Henderson County Library
          HOPE Ministries
          Jackson Center for Independent Living
          Jackson Housing Authority
          Martin Housing Authority
          Matthew 25:40
          Mustard Seed - Brownsville, TN
          Mustard Seed - Milan, TN
          Northwest Tennessee Development District
          Regions Bank
          Southwest Human Resource Agency
          The Jackson Sun - newspaper
          WBBJ-TV, Channel 7
          We Care Ministries
          Wendell West/CEO - Colonial DPP, LLC
          West TN Legal Services

Significant Coalition Activities: (List major items only, using bulleted style)
          Hosted EITC Kickoff at BankcorpSouth Bank
          Recruited partners and volunteers
          Developed EITC Brochures and did mass mailings and EITC data for their coverage area: Over 600
          Mailed municipal leaders information regarding VITA
          mailings.
          Advertised e-file VITA and AARP sites in Madison and surrounding counties
          Opened Mobile VITA site in Madison County, traveled to surrounding counties to assist 162 taxpayers
          Hosted 4 VITA - over 1,000 returns were accepted - over $200,000 in EITC Refunds

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Apply for grants to compensate advertising/marketing materials for Alliance.
         Continue involvement with Tennessee Alliance for Financial Independence statewide coalition.
         Provide educational information that incorporates any and all asset-building resources for West TN.
         Create database which will show a localized impact on EITC returns prepared and the actual dollars received.
                                    IRS-SPEC Partner Coalition FY-09
                                                                 Please Check One:    Existing [ X ] Emerging [ ]

TERRITORY NAME:         Nashville

FORMAL NAME OF COALITION: Earned Income Tax Credit Alliance and Smartbucks

Coalition Website: uwmidsouth.org/aboutunitedway/programs/earned-income-tax-credit-alliance-and-smartbucks.cfm

Key Coalition City/State: Memphis, Tennessee

Coalition Chair's Name and Organization: Regina Walker, United Way of the Mid South

Coalition Chair's e-mail address/Phone #:       regina.walker@uwmidsouth.org / 901-433-4325

Date Coalition Started and Geographical Area Covered: May 2002 - Memphis, TN area

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: To design and disseminate through trusted channels that the targeted low income
          families use everyday, educational and promotional materials in an effort to effectively reach those who may
h         be eligible but who fail to claim EITC.

          Tax Preparation Strategy: To recruit volunteers to work in VRPP sites, offering free tax preparation service
h         that ensure the proper receipt of EITC and other federal and state tax credits for low income families.

          Asset-Building Strategy: To assist working families in using the EITC as a gateway to affordable,
          accessible financial services, and other asset-building opportunities such as individual development accounts.
          Free tax preparation sites will be used as a strategic place to encourage working families to think/act about
h         opportunities to build assets and financial independence in the long term.

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
          City of Memphis
          Department of Human Services
          Federal Deposit Insurance Corp
          Federal Reserve Bank of St. Louis
          IRS/SPEC
          Memphis /Shelby County Library Information Services
          South Memphis Alliance
          TN Saves, UT Extension Service
          United Way of the Mid South
                                                   Other Coalition Members
          Alpha Kappa Alpha
          ASPIRE
          BancorpSouth
          Binghampton Development Corp
          Bridges Inc
          CFIRE Memphis Chapter
          Community Development Council
          Cummings Street Baptist Church
          DeafConnect
          Faith Heritage Church of God in Christ
          FDIC
         First State Bank
         Highland Heights Church
         Hope Community Credit Union
         Latino Memphis
         Macys
         Memphis Area Legal Services
         Memphis Area Teacher's Credit Union
         Memphis Catholic High School
         Memphis Community Services Agency
         Memphis Debt Collaborative
         Memphis Housing Authority
         Memphis Light Gas and Water
         MPACT Memphis
         Mustard Seed, Inc
         Naval Legal Service Office
         New Chicago CDC
         New Olivet Baptist Church
         New Tyler AME Church
         Oasis of Hope
         Regions Bank
         RISE Foundation
         SEEDCO
         Shelby County Community Services Agency
         Shelby County Government
         Tennessee Air National Guard
         U.S. Department of Housing and Urban Development
         University of Memphis
         Volunteer Memphis
Significant Coalition Activities: (List major items only, using bulleted style)
         Sponsored EITC Kickoff at Southland Mall - electronic filing was available
         Hosted several Site Coordinator meetings for West Tennessee Site Coordinators
         Advertised EITC information on billboards and bus depots throughout the Memphis Area
         Opened Mobile VITA site in Shelby County, traveling to locations where taxpayers were not mobile
         Opened 2 Super Sites in Shelby County - each open 6 days per week- over 2000 taxpayers assisted
         Sponsored Recognition Ceremony for partners and volunteers
         Opened 9 VITA sites in Fayette, Tipton and Shelby Counties
         Awarded IRS VITA Grant of over $50,000 to assist with VITA in Shelby and surrounding counties
         Hosted 30 VITA and 2 military Sites - 4997 E-filed Returns were Accepted - $3,031,395 in EITC Refunds

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Educate on EITC/AEITC by doing outreach to employees with qualified employees
          Apply for Grants to compensate some Site Coordinators at some of the VRPP Sites
          Initiate JP Morgan VISA bank card initiatve as a Pilot at 2 VITA sites
          Increase financial literacy and asset-building initiative by educating taxpayers at VITA sites
          Create database which will show EITC returns prepared and actual dollar amounts received
                                      IRS-SPEC Partner Coalition FY-09
                                                                    Please Check One: Existing [ ] Emerging [ x ]

TERRITORY NAME:           Nashville

FORMAL NAME OF COALITION: Mid-Cumberland Community Action Agency

Coalition Website: N/A

Key Coalition City/State: Middle Tennessee Region

Coalition Chair's Name and Organization: Joyce Caldwell, Mid-Cumberland Community Action Agency

Coalition Chair's e-mail address/Phone #: mccaacaldwellj@bellsouth.net, 615-743-1113 ext. 23

Date Coalition Started and Geographical Area Covered: 2004 - Middle Tennessee, except Davidson County

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To promote EITC awareness and VITA services among the targeted low-income population.
h

         Tax Preparation Strategy: Accessible and free electronic income tax preparation services by knowledgeable
h        VITA volunteers to ensure accuaracy and maximum tax credit benefits for low-income clients.

         Asset-Building Strategy: To improve client awareness of the opporutunities and benefits of asset buidling.
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
         Mid-Cumberland Community Action Agency
         IRS/SPEC
         United Way of Rutherford and Cannon Counties (pending)




                                                    Other Coalition Members




Significant Coalition Activities: (List major items only, using bulleted style)
         TY2004- 3 sites prepared 65 returns, 59 were e-filed.
         TY2005- 4 sites prepared 232 returns, 214 were e-filed.
         TY2006- 4 sites prepared 383 returns, 369 were e-filed.
         TY2007- 7 sites prepared 1100 returns, 878 were e-filed.
         2009 - Tax Year 2008 - 7 sites prepared 740 returns, 725 were e-filed.

Planned Future Activities: ( Summarize major plans, using bulleted style)
        Plan to expand mobile services to other counties lacking VITA services.
        To expand financial lteracy components of the program.
                                    IRS-SPEC Partner Coalition FY-09
                                                                   Please Check One: Existing [X] Emerging [ ]

TERRITORY NAME:        Nashville

FORMAL NAME OF COALITION: Nashville Alliance for Financial Independence (NAFI)

Coalition Website: www.NashvilleAFI.org and www.MyMoneyNashville.org

Key Coalition City/State: Nashville TN

Coalition Chair's Name and Organization: Jessica LeVeen-Farr, Federal Reserve Bank

Coalition Chair's e-mail address/Phone #: jessica.leveen@atl.frb.org         (615) 251-7360

Date Coalition Started and Geographical Area Covered: October 2003 - Nashville Area

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To disseminate educational and promotional tax information to targeted taxpayers,
         specifically, low income and those for whom English is a second language, and to educate taxpayers on the
h        availability of free tax preparation services through the VITA Program.

         Tax Preparation Strategy: To provide free electronic tax preparation services to low-income individuals and
         families to ensure they receive benefits of all credits (including EITC) to which they are entitled. Volunteers
         are recruited from various organizations and entities throughout the community including: local and state
h        government, nonprofit organizations, educational institutions, financial institutions, etc. and the general public.

         Asset-Building Strategy: To educate targeted taxpayers on use of their tax refund as a gateway to asset-
         building opportunities, i.e., home ownership, re-entering the banking system, savings for education and other
h        family needs, etc. Advise taxpayers of all financial education resources available 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
         2/1/2001
         Congressman Jim Cooper's Office
         Department of Human Services (DHS)
         Family and Children's Services
         Federal Reserve Bank
         Fifth Third Bank
         First State Bank
         IRS/SPEC
         Mayor's Office - Metro Nashville Government
         Metro Action Commission
         Metro Social Services
         National Association of Black Accountants (NABA)
         St. Luke's Community House
         Tennessee Christian Chamber of Commerce
         United Way of Metropolitan Nashville
         Urban League of Middle Tennessee
         Vanderbilt University

                                                  Other Coalition Members
         Beautiful Gate Church
         Belmont University
         Blevins Inc
         Catholic Charities
         Conexion Americas
         Edgehill United Methodist Church
         First Baptist Church of Madison
         New Level CDC
         Sam Levy Neighborhood Networks Center
         Tennessee Department of Revenue
         Tennessee State University
         Tyson Foods
         Westwood Baptist Church
         Woodbine Community Center

Significant Coalition Activities: (List major items only, using bulleted style)
         16 tax preparation sites prepared 7,008 returns of which 6,095 were e-filed.
         EITC and VITA site awareness promotions through broadcast, print coverage and the 2-1-1 Info/Referral line
         Conducted EITC education outreach to employers with significant populations of eligible employees
         Tennessee Department of Human Services provided a $371,155 grant to fund several new projects for NAFI
         and VITA projects in siteother areas in Tennessee.
         Established a roving six focused on reaching Nashville's transient population; specifically the homeless, those
         living in transitional facilities, and other hard-to-reach populations. In its first year, this site prepared 411
         returns.
         Partnered with First State Bank, United Way of America, and the Tennessee Department of Human Services
         to pilot Savings Point. This program provided the opportunity for 37 taxpayers to open second-chance savings
         and checking accounts. Nashville is the first community to pilot Savings Point with United Way of America.
         EITC calls to 2-1-1 continue to increase; total calls for Davidson County this year increased by 13% to 8,002
         Partnered with Tennessee State University to establish a student-run VITA site on TSU campus.
         Two additional sites established, Catholic Charities to reach Spanish-speakers and Beautiful Gate Church to
         reach Antioch area.
         Tennessee Governor Phil Bredesen recorded a television and radio public service announcement that was
         aired across the state at a value ofpreparation through "I Can E-file" and the Beehive. 169 completed their
         Offered "do-it-yourself" on-line tax over $170,000.
         returns using one of these services which was accessible through the United Way of Metropolitan Nashville's
         Web site.
         Congressman Jim Cooper provided special Congressional Certificates of Appreciation to NAFI volunteers for
         their contributions to the VITA program.


Planned Future Activities: ( Summarize major plans, using bulleted style)
         Continuing to seek funding through available resources and grants
         Exploring funding through corporate sponsorships at varying levels for outreach and tax prep
         Further enhance asset-building strategies
         Further engage college and university involvement by leveraging work-study programs to provide site
         coordination and assistance.
                                   IRS-SPEC Partner Coalition FY-09
                                                                   Please Check One: Existing [X] Emerging [ ]

TERRITORY NAME:       Nashville

FORMAL NAME OF COALITION: Nashville Wealth Building Alliance (NWBA)

Coalition Website: N/A

Key Coalition City/State: Nashville TN

Coalition Chair's Name and Organization: Jessica LeVeen-Farr, Federal Reserve Bank

Coalition Chair's e-mail address/Phone #: jessica.leveen@atl.frb.org         (615) 251-7360

Date Coalition Started and Geographical Area Covered: October 2003 - Nashville Area

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To disseminate educational and promotional tax information to targeted taxpayers,
         specifically, low income and those for whom English is a second language, and to educate taxpayers on the
h        availability of free tax preparation services through the VITA Program.

         Tax Preparation Strategy: To provide free electronic tax preparation services to low-income individuals and
         families to ensure they receive benefits of all credits (including EITC) to which they are entitled. Volunteers
         are recruited from various organizations and entities throughout the community including: local and state
h        government, nonprofit organizations, educational institutions, financial institutions, etc. and the general public.

         Asset-Building Strategy: To educate targeted taxpayers on use of their tax refund as a gateway to asset-
         building opportunities, i.e., home ownership, re-entering the banking system, savings for education and other
h        family needs, etc. Advise taxpayers of all financial education resources available 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
         15th Avenue Baptist CDC
         Affordable Housing Resources
         Bank of America
         Bank of Nashville
         Bloom Development Strategies
         Capital Bank and Trust
         Christian Women's Job Corps of Middle Tennessee
         Conexion Americas
         Congressman Jim Cooper's Office
         Department of Human Services (DHS)
         Family and Children's Services/211
         Federal Reserve Bank
         First Citizens Bank
         First State Bank
         First Tennessee Foundation
         IRS/SPEC
         Mayor's Office - Metro Nashville Government
         Metro Action Commission
         Metro Social Services
         National Association of Black Accountants (NABA)
         New Level CDC
         Regions Bank
         SunTrust Bank
         TN Saves
         U S Bank
         U S Community Credit Union
         United Way of Metropolitan Nashville
         Urban League of Middle Tennessee

                                                   Other Coalition Members
         Belmont University
         Blevins Inc
         Edgehill Center
         First Baptist Church of Madison
         McNeilly Center for Children
         New Song Christian Fellowship
         Sam Levy Neighborhood Networks Center
         St Luke's Community House
         Tennessee Department of Revenue
         Tyson Foods
         Vanderbilt University
         Westwood Baptist Church
         Woodbine Community Center

Significant Coalition Activities: (List major items only, using bulleted style)
         15 tax preparation sites prepared 7,248 returns, of which 5,807 were e-filed.
         EITC and VITA site awareness promotions through broadcast, print coverage and the 2-1-1 Info/Referral line
         Conducted EITC education outreach to employers with significant populations of eligible employees
         Tennessee Department of Human Services provided a $275,000 grant to fund several new projects for NWBA
         and VITA projects in six other areas in Tennessee.
         Established a roving site focused on reaching Nashville's transient population; specifically the homeless,
         those living in transitional facilities, and other hard-to-reach populations. In its first year, this site prepared 391
         returns. with First State Bank, United Way of America, and the Tennessee Department of Human Services
         Partnered
         to pilot Savings Point. This program provided the opportunity for 70 taxpayers to open second-chance
         savings and checking accounts. Nashville is the first community to pilot Savings Point with United Way of
         America.
         EITC calls to 2-1-1 continue to increase; total calls forfree food stamp screening at their DHS-sponsored
         Tennessee Department of Human Services provided Davidson County this year increased by 30% to 7,128
         supersite.
         Partnered again with Vanderbilt University to sponsor a VITA site for the Edgehill community.
         New partners, Lipscomb University and Tennessee State University provided students as volunteers for
         NWBA sites.
         Governor Bredesen declared 1/31/2008 as Tennessee Earned Income Tax Credit Day.
         Tennessee's First Lady, Andrea Conti, recorded an EITC radio public service announcement which has
         received airplay across the state.
         Offered "do-it-yourself" on-line tax preparation through "I Can E-file". 21 completed their returns using this
         service which was accessible through the United Way of Metropolitan Nashville's Web site.
         Developed supersite in East Nashville with corporate sponsorship
         Congressman Jim Cooper provided special Congressional Certificates of Appreciation to NWBA volunteers for
         their contributions to the VITA program.
         Held a symposium for the seven coalitions in Tennessee in order to share resources, identify best practices,
         and develop strategies for better and more effective partnerships. This resulted in the formation of the
         Tennessee Alliance for Financial Independence (TAFI). The seven coalitions will continue to work together on
         issues and develop strategies for the state as appropriate.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Continuing to seek funding through available resources and grants
         Exploring funding through corporate sponsorships at varying levels for outreach and tax prep
         Further enhance asset-building strategies
         Further engage college and university involvement by leveraging work-study programs to provide site
         coordination and assistance.
                                   IRS-SPEC Partner Coalition FY-09
                                                                  Please Check One:    Existing [ X] Emerging [ ]
TERRITORY NAME:        Nashville

FORMAL NAME OF COALITION: Fayette Co./UW EITC/Smartbucks Alliance

Coalition Website:

Key Coalition City/State: Somerville, TN

Coalition Chair's Name and Organization: Robin Terry, Oakland Regional Chamber of Commerce

Coalition Chair's e-mail address/Phone #: chamber@growoakland.com / (901) 466-0286

Date Coalition Started and Geographical Area Covered: October 2007 - Fayette County, TN

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: To provide education and awareness thru trusted channels that target low income
h         families about EITC.

h         Tax Preparation Strategy: The coalition will offer free tax preparation at LaGoshen Family Life Ctr.


          Asset-Building Strategy: To link financial literacy programs with low-to-moderate income taxpayers in
h         Fayette County, TN.

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
          Bancorp South Bank-Oakland
          Bank of Fayette County
          Chickasaw Electric Cooperative
          Fayette Cares
          Fayette County Career Center
          FDIC
          IRS
          LaGoshen Baptist Church
          Oakland Regional Chamber of Commerce
          UW of Mid-South
                                                      Other Coalition Members
          Bancorp South Bank-Fayette
          Children and Family Services
          Fayette Co. DHS
          Fayette Co. Schools
          WorkForce Essentials, Inc.

Significant Coalition Activities: (List major items only, using bulleted style)
          EITC Awareness Day Activity
          Provided continuous outreach to rural community w/EITC brochures thru DHS and Fayette County Schools
          Utilized the United Way 211 number in advertising efforts
          Provided MoneySmart curriculum to Fayette County Middle Schools students.
          One site prepared 6 efile returns

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Open one/two new VITA sites
         Increase advertisement and marketing of the program
         Recruit new partners and volunteers

								
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