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Utah - Center on Budget and Policy Priorities - Excel

VIEWS: 19 PAGES: 8

									                                        IRS-SPEC Partner Coalition FY-10
                                                                            Please Check One: Existing [ X] Emerging [ ]

TERRITORY NAME: Las Vegas

FORMAL NAME OF COALITION: Asset Building Coalition (ABC) of Davis & Morgan counties

Coalition Website:       www.utahtaxhelp.org

Key Coalition City/State:     Farmington, Utah

Coalition Chair's Name and Organization: Elizabeth Robins, Family Connection Center

Coalition Chair's e-mail address/Phone #:         erobins8@gmail.com / 801 544-4622

Date Coalition Started and Geographical Area Covered: October 2007 - Davis and Morgan Counties, UT

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Coalition provides EITC, Child Tax Credit, and other education and awareness to low-income
h          families in Davis and Morgan counties
            Tax Preparation Strategy: Coalition hosted nine VITA sites in 2010, three being brand new sites. The coalition also
h           hosted two ad-hoc sites.
            Asset-Building Strategy: Asset-building and financial literacy objectives are disseminated through the Utah Saves
h           Initiative and offering the Card of America debit card to unbanked taxpayers.

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
           1st Bank Utah
           Community Action Partnership of Utah (CAP Utah)
           Davis School District
           Department of Workforce Services (DWS) Clearfield
           Family Connection Center
           Layton City Council
           United Way of Salt Lake
           Zions Bank
                                                          Other Coalition Members
           AAA Fair Credit Foundation
           Card of America
           Stevens Henager College
           Utah State University (USU) Extension - Utah Saves
           Weber State University
Significant Coalition Activities: (List major items only, using bulleted style)
           In 2010, the nine coalition VITA Sites filed 1003 total returns and 967 e-filed returns.
           The local VISTA volunteer transitioned into a permanent regional coordinator role, where her focus is VITA full-time
           and year-round.
           In 2009, ABC lost its largest return-producing VITA site in Layton. By 2010, the coalition found three new sites in the
           same area which collectively assisted a similar number of taxpayers.
Planned Future Activities: ( Summarize major plans, using bulleted style)
           Increase number of coalition members (e.g., Davis Behavioral Health, Housing Authority, Davis County Commission)

            Conduct outreach presentations in Morgan County to increase EITC and VITA awareness
            Increase number of VITA sites in underserved areas
            Conduct volunteer recruitment presentations
                                        IRS-SPEC Partner Coalition FY-10
                                                                           Please Check One:     Existing [ X ] Emerging [ ]

TERRITORY NAME:            Las Vegas

FORMAL NAME OF COALITION: Education, Assets & Resource Now Coalition (EARN)

Coalition Website:

Key Coalition City/State: Logan, Utah

Coalition Chair's Name and Organization: Laura Nyberg, Bear River Association of Governments

Coalition Chair's e-mail address/Phone #:         435-752-7242, lauran@brag.utah.gov

Date Coalition Started and Geographical Area Covered: August 2006, Cache County, UT

Strategies - briefly define each strategy, if applicable
h         Outreach Strategy: Advertising services provided using the local radio, and print media services.

          Tax Preparation Strategy: Coalition partners recruit volunteers, and sponsor and host three VITA sites in the
h         community.

          Asset-Building Strategy: The Coalition has been working with the Utah Saves program to deliver their asset-
h         building strategy as this is a uniform statewide initiative.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                         Core Planning Group
          Bear River Association of Government Agencies
          Beta Alpha Psi Chapter of Utah State University
          Bridgerland Literacy
          Cache Food Bank
          Cache Valley Interagency Council
          Department of Work Force Services
          Whittier Community Center
          Zion's Bank
                                                 Other Coalition Members

Significant Coalition Activities: (List major items only, using bulleted style)
          A new full time regional coordinator was hired this year to oversee VITA sites, outreach, and recruitment
          The coalition added a fourth site this year, Members First Credit Union, run by volunteer employees
          These sites did 357 returns, double last years total.
         These sites distributed $265,814 in EITC refunds back into the community, and $739,942 in federal refunds.
         The coalition has also started non-media outreach with notices in public utility bills to approximately 23, 000
         households.
Planned Future Activities: ( Summarize major plans, using bulleted style)
         Start roving VITA to support more rural areas and large employers.
          Increase return preparation and site awareness by partnering with United Way of Cache Valley.
          Increase volunteer base for next filing season.
                                       IRS-SPEC Partner Coalition FY-10
                                                                         Please Check One:    Existing [ x ] Emerging [ ]
TERRITORY NAME:           Las Vegas

FORMAL NAME OF COALITION: Building Assets Together (BAT)

Coalition Website:     NA

Key Coalition City/State: Ogden, Utah

Coalition Chair's Name and Organization: Roger Condie, Regional Coordinator, Ogden Weber Community Action

Coalition Chair's e-mail address/Phone #:      rcondie@owcap.org

Date Coalition Started and Geographical Area Covered: July 2003, Weber county

Strategies - briefly define each strategy, if applicable
          Outreach Strategy: The coalition distributes EITC and VITA site information through 211 flyers, city newsletters, and
h         partner developed literature.

h         Tax Preparation Strategy: Coalition members sponsor, host and oversee all VITA sites.

          Asset-Building Strategy: Asset Building and financial literacy are linked through Utah Saves, and multiple coalition
h         members.

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
          AAA Fair Credit Utah IDA Network
          Bank of Utah
          Community Action Partnership of Utah
          Cornerstone Financial Education
          Cottages of Hope
          Department of Workforce Services
          Ogden City
          Ogden Weber Community Action Partnership
          United Way of Northern Utah
          Utah Saves
                                                          Other Coalition Members
          Catholic Community Services
          Neighborhood Career Center
          United Way of Salt lake
          Utah State Extension Weber County
          Your Community Connection
          Zion's Bank
Significant Coalition Activities: (List major items only, using bulleted style)
          During the 2010 filing season, the coalition's VITA sites prepared 2,040 returns and distributed $2,912,870 in
          federal refunds.
          Earned Income Tax Credit refunds in the amount of $1,053,912 were distributed.
          Financial Literacy classes promoting IDA's, budgeting were given during VITA site operating hours.
Planned Future Activities: ( Summarize major plans, using bulleted style)
          Establish multiple fixed/roving sites to serve the disabled population under the Disability Initiative.
          Expand total VITA site number and integrate financial education ans asset building into all sites.
          Offer low-cost debit cards, Savings Bonds and bank accounts at most VITA sites.
                                        IRS-SPEC Partner Coalition FY-10
                                                                          Please Check One:   Existing [X ] Emerging [ ]
TERRITORY NAME:             Las Vegas

FORMAL NAME OF COALITION:               Mountainland Coalition

Coalition Website:     www.utahtaxhelp.org and utahtaxvolunteer.org

Key Coalition City/State:      Provo, UT

Coalition Chair's Name and Organization:        Marcee Young - United Way of Utah County

Coalition Chair's e-mail address/Phone #:       801-691-5343 MarceeY@unitedwayuc.org

Date Coalition Started and Geographical Area Covered:            August 2003 - Utah, Wasatch and Summit Counties

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Coalition provides EITC, Child Tax Credit, and other education and awareness to low-income
         families in Utah and Summit Counties. Goal is to increase awareness in Utah and Summit Counties. Information is
         distributed to all partners of United Way of Utah County and Community Action Partnership of Utah, Utah County
h        office.

         Tax Preparation Strategy: VITA sites are sponsored by various partners. The coalition will host 14 VITA sites plus
h        roving tax preparation to Wasatch and Summit Counties.
         Asset-Building Strategy: Asset building and financial literacy are linked through Utah Saves and Zion's Bank. Also
h        using the Take $200 program and powerpay.org

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
         Community Action Partnership of Utah
         Community Action Provo
         United Way of Salt Lake
         United Way of Utah County
         Utah Community Credit Union (UCCU)
         Utah Saves
         Utah State University Utah County Extension Office
         Zions Bank
                                                     Other Coalition Members
         Beta Alpha PSI @ Brigham Young University (BYU)
         Centro Hispano
         Housing Authority of Utah County
         Kids on the Move
         Provo City
         Provo City Housing
         Utah County Rural Housing
         Zions Bank of Park City
Significant Coalition Activities: (List major items only, using bulleted style)
         Utah County EITC, Saves and VITA Coalition sponsored 9 electronic filing VITA sites; including 8 community sites
         and BYU. During filing season 2010, they prepared 2100 returns of which 94% were e-filed (15% increase).
         United Way of Utah County, along with funds from a Utah State initiative, provided funding for a Regional VITA
         Coordinator. The position is through United Way of Utah County.
         This year the coalition hosted the One Economy BeeHive Bus participating in self tax preparation program which
         logged in 100 returns by staying in communities two weeks at central community locations.
         Local 2-1-1 took more than 1000 calls for EIC and VITA, mainly from Utah County, and made appointments for VITA
         sites or referred clients to non-appointment sites using a web-based software program.
         A new site at Kids on the Move which provides services to families of children with both physical and mental
         disabilities accounted more more than 200 returns and plans on exanding in 2011.
         Expanded Remote File to additional sites and transitioned to Live File where returns are prepared at VITA sites for
         rural taxpayers, allowing them to watch the preparation on another computer screen at a remote location.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Expand EITC outreach to increase participation rate.
         Increase participation in Remote File, and Roving.
         Increase the number of returns that are prepared at community sites.
         Expand the Live File program to morel rural locations and increase roving to Summit and Wastach Counties.
         Add new site at APX Security Corporate Headquarters to be run by employee volunteers as well as community
         volunteers. APX has approximately 2,000 employees.
                                        IRS-SPEC Partner Coalition FY-10
                                                                            Please Check One: Existing [X ] Emerging [ ]

TERRITORY NAME:          Las Vegas

FORMAL NAME OF COALITION:            Richfield Income and Credit Help (RICH) Coalition

Coalition Website:    www.utahtaxhelp.org

Key Coalition City/State:    Richfield, Utah

Coalition Chair's Name and Organization: Tammy Nordgren and Shara Bastian - Six County Association of Governments

Coalition Chair's e-mail address/Phone #: tnordgren @sixcounty.com & sbastian@sixcounty.com / (435) 893-0738

Date Coalition Started and Geographical Area Covered: January 2008 - Six-county-area of Utah (Juab, Millard, Sevier,
Sanpete, Piute and Wayne)

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Coalition provides EITC, Child Tax Credit, and other education and awareness to low income
h          families in a rural area of Utah known as the Six County Area.
           Tax Preparation Strategy: The VITA program is offered to rural areas through nine VITA sites in the six-county-area.
h
           Asset-Building Strategy: Financial Education and Asset Building information is provided one-on-one while the
h          volunteer meets with taxpayers to prepare their tax returns.

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
           Community Action Partnership of Utah (CAP Utah)
           Six County Association of Governments
           Volunteer Connection & RSVP
                                                           Other Coalition Members
           Department of Workforce Services (DWS)
           Utah State University Extension
           Zions Bank
Significant Coalition Activities: (List major items only, using bulleted style)
           The Richfield Income and Credit Help (RICH) Coalition, consisting of six rural counties in Utah, increased tax returns
           prepared by 15% totaling 127 returns, and increased the number of certified volunteers by 50%.
Planned Future Activities: ( Summarize major plans, using bulleted style)
           Increase number of partners (i.e. Accounting Department at local college)
           Maintain current number of volunteers and increase number of certified volunteers at other VITA sites
           Expand Financial Education and Asset Building opportunities by building a stronger partnership with USU Ext
                                       IRS-SPEC Partner Coalition FY-10
                                                                          Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:          Las Vegas

FORMAL NAME OF COALITION: Growing Assets and Income Now (GAIN) Coalition

Coalition Website: www.utahtaxhelp.org and utahtaxvolunteer.org

Key Coalition City/State: Salt Lake City, Utah

Coalition Chair's Name and Organization:      Casey Christoffersen - Community Action Program of Utah (CAP Utah)

Coalition Chair's e-mail address/Phone #:        casey@caputah.org

Date Coalition Started and Geographical Area Covered: September 2002 - Salt Lake and Tooele Counties

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: The coalition disseminates EITC and VITA information through various partners using a number
h          of different methods.
           Tax Preparation Strategy: VITA sites are hosted and sponsored by various partners. In 2009, the Coalition hosted
           16 sites, including two sites with adhoc visits to locations in low- to moderate-income neighborhoods, schools,
h          community centers and Community Action programs.
           Asset-Building Strategy: Financial literacy and asset building are connected through the Earn It Keep It Save It
h          Initiative in Utah. Savings Bonds are encouraged, debit cards are offered and Utah Savers are registered.

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
           American Express Centurion Bank
           Community Action Program of Utah
           David Eccles School of Business - University of Utah
           Earn It, Keep It, Save It Steering Committee
           Salt Lake Community Action Program
           Salt Lake County Government
           United Way of Salt Lake
           West Valley City
           Zions Bank
                                                      Other Coalition Members
          AAA Fair Credit Foundation
          Central City Recreation Center
          Columbus Community Center
          Copperview Recreation Center
          Department of Workforce Services (DWS)
          Horizonte Schools & Refugee Welcome Center
          Magna Senior Center
          Northwest and Redwood Recreation Centers
          Samaritan Technologies
          Sorenson Multi-Cultural Center
          Utah Food Bank - 211 Information Referral Service
          Utah State University Extension Services & Utah Saves
          Wal-Mart - Ft Union
          Wells Fargo
          West Jordan City
          Westminster College
Significant Coalition Activities: (List major items only, using bulleted style)
          During filing season 2010, the Coalition sponsored 17 VITA sites, including one mobile site (ad-hoc) and a 1-day site
          at the Financial Fitness Fair (described below). More than 4600 returns were prepared, 94% e-filed.
          United Way of Salt Lake purchased a media package with the local NBC affiliate, KSL. Governor Hurbert filmed a
          public announcement that ran in prime time spots from February 1 through March. EITC and VITA are advertised and
          include a link on the affiliate's popular website.
           On January 31st GAIN hosted an EITC Day, with a VITA site, at the Salt Lake County Government Center.
           On February 6, GAIN hosted the 2nd Annual Financial Fitness Fair at the West Valley Fitness Center. The fair had a
           VITA site on location. Thirty VITA volunteers prepared 125 returns and brought $100,000 in EITC to the community in
           one day. Over 300 low- to moderate-income households attended the fair and took the opportunity to connect one-on-
           one with service providers and community resources such as food assistance, housing, health insurance, energy and
           utility assistance. The fair provided free credit reports and credit counceling; more than 100 Utah Savers were
           registered. The West Valley City Mayor held a press conference and media from the local affiliates for FOX, NBC and
           ABC aired stories that evening. Several local newspapers ran stories also.
           GAIN is one of the seven Utah local coalitions that are part of the Utah Earn. It. Keep It. Save It. (EIKISI) Initiative. The
           Utah EIKISI Initiative is chaired by Community Action Partnership (CAP) of Utah. CAP of Utah received a VITA grant
           and distributed sub-grants, one of which GAIN received.
           Volunteers prepared returns for 51 refugee families at two Refugee Tax Days at the Horizonte Welcome Center.
           United Way of Salt Lake, along with funds from a Utah State initiative, provided funding for a Regional VITA
           Coordinator who also acts as the GAIN Chair. The position is through CAP Utah.
           The GAIN Coalition received a $25,000 American Express Grant for support of the VITA sites, volunteer recruitment
           and the Financial Fitness Fair. CAP Utah is the fiscal agent for GAIN.
           Three half-page volunteer recruitment ads were purchased in the Salt Lake Tribune in November and early January.
           GAIN had 153 volunteers, including tax preparers, greeters and financial resource specialists.
           In April GAIN sponsored the Volunteer Recognition Parties. Volunteers were given the choice of coming to a lunch or
           a dinner at Buca De Beppo. Numerous prizes were given out and coordinators were given appreciation gifts.
         The GAIN Coalition partnered with several corporate sponsors who provided volunteers. GMAC Financing, American
         Express, Enterbank and Zions Bank provided volunteers at several sites.
         Financial Rrsource specialists/greeters were recruited and trained to distribute financial education materials at most of
         the GAIN VITA sites.
         The roving sites visited the Deaf Center, Halfway Houses, Employment Centers, Low Income Housing Centers,
         HeadStart Centers, Community Action offices, Utah Food Bank and more.
         A web-based Volunteer Coordinator software program was donated by Samaritan Technology. It allows volunteers to
         sign up on line and gives the regional coordinator a software program to manage volunteers.
         211 Information and Referral Service makes all the appointments for GAIN using a web-based software program
         designed by a GAIN partner, AAA Fair Credit Foundation. Coordinators have access to the software to keep track of
         site appointments.
Planned Future Activities: ( Summarize major plans, using bulleted style)
         The GAIN Coalition has a subcommittee working on strengthening the asset-building opportunities.
         GAIN is in the process of working with the Hispanic community to host a Spanish-speaking tax fair nest year.
         GAIN will continue to look for more corporate sponsors for coming years, because the partnerships were very
         successful this year.
         GAIN will host the 3rd Annual Financial Fitness Fair on January 29, 2011.
                                         IRS-SPEC Partner Coalition FY-10
                                                                               Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME: Las Vegas
FORMAL NAME OF COALITION: Southern Utah Coalition
Coalition Website: www.utahtaxhelp.org and utahtaxvolunteer.org
Key Coalition City/State: St. George, UT
Coalition Chair's Name and Organization: Sherri Dial/Five County Association of Governments
Coalition Chair's e-mail address/Phone #: sdial@fivecounty.utah.gov/435-673-3548

Date Coalition Started and Geographical Area Covered: September 2005 - Washington, Iron, Beaver, Garfield and Kane
Counties is Southwestern Utah.
Strategies - briefly define each strategy, if applicable
          Outreach Strategy: The coalition disseminates EITC, other tax credit, and VITA information through various partners
h         using a number of different methods, such as newspapers, newsletters, radio PSAs, food banks, and websites.

h         Tax Preparation Strategy: Various partners within coalition host 9 VITA sites, including two ad-hoc sites.

          Asset-Building Strategy: Coalition is currently at Level 5, Awareness Activities: debit cards, Savings Bonds, and Utah
          Saves brochures at VITA sites. One site provides one-on-one as volunteers meet with taxpayers to prepare their tax
h         returns.

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
          Beaver County Food Network
          Dixie State College of Utah
          Five County Association of Governments
          Garfield County Volunteer Center
          Kane County Volunteer Center
          Redrock Center for Independence
          Southern Utah University
          Utah State University Extension of Washington County
                                                            Other Coalition Members
          211 Information Bank
          Department of Workforce Services
          Iron County Care & Share
          Paiute/Shivwits Indian Tribes of Utah
          United Way Dixie
          Utah Community Action Partnership
          Volunteer Center of Washington County
          Walmart Bloomington
          Zion's Bank
Significant Coalition Activities: (List major items only, using bulleted style)
          During the 2010 filing season, the coalition prepared a total of 2,247 returns, 1,925 accepted returns, and $3,110,520 in
          refunds.
          Coalition sponsored 9 VITA sites in Southern Utah: Dixie State College, Utah State University Extension of Washington
          County, Redrock Center for Independence, Walmart Bloomington, Southern Utah University, Roving Native American
          VITA, Beaver County Food Network, Garfield County Volunteer Center; and Kane County Volunteer Center.
          Coalition disseminated 36,000 211 flyers, placed an EITC and VITA message in 45,000 public electronic bills, placed EITC
          and VITA messages in several newsletters, put several PSAs on 12 different radio stations in Southern Utah, and on
          various websites.
          The Native American Initiative was expanded to include an ad-hoc site: Paiute Shivwits Tribe of Utah.
         Two volunteer recognition events were held after the filing season: Southern Utah University hosted a Dutch-oven dinner
         party in the university's cabin in Cedar City. Gift cards were awarded to the highest return producers. The Southern Utah
         Coalition hosted an event at Cottontown Village in May.
Planned Future Activities: ( Summarize major plans, using bulleted style)
         Initiate Remote File in Beaver County.
          Increase outreach and tax preparation to more rural areas in Beaver, Garfield, and Kane Counties.
          Increase Native American Initiative to include three more Native American tribes in Southern Utah.
          Increase return numbers at all sites by increasing the volunteer base.
          Expand asset-building strategy to include more savings bonds, debit cards, and Take $200 Program.

								
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