NY3 District Coordinator MeetingNovember 14-15, 2011

AARP Tax-AideAARP Tax-Aide

NY3 District Coordinator Meeting

November 14-15Best Western Airport Inn

Albany, NY

NY3 District Coordinator MeetingNovember 14-15, 2011

Agenda – Day 1

Topic Speaker

10:00am Introductions /Accomplishments / Priorities Ed Hogarty

11:00am Partnership & Communications Update Colleen Money

12:00pm Lunch All

12:45pm Administration Update Dorothy Ryan

1:45pm Policy Update Ed Hogarty

2:15pm Technology Update Howard Riggert

3:45pm Break All

4:15pm DC Priorities & Action Plans – Workshop Teams

5:30pm Adjourn All

NY3 District Coordinator MeetingNovember 14-15, 2011

Agenda – Day 2

Time Topic Speaker

8:30am Review / Discussion of Day 1 All

8:45am Training Update Peter Freiermuth

10:15 Break All

11:00am Expense Guidelines Ed Hogarty

11:30 Lunch All

12:15pm NYS Update Suzanne Rauch

1:30pm IRS Update Joanne Passineau

2:45pm Break All

3:15pm Workshop Presentations Team Leaders

4:15pm Closing RemarksEd Hogarty

4:30pm Adjourn All

NY3 District Coordinator MeetingNovember 14-15, 2011

DC Priorities & Action Plans

Team #1 Team #2 Team #3

Joe Ciccarino Sheri Conklin Dave Aikens

Kaye Curry Rich Dooley Jim Cownie

Barbara Kaiser Ron Liberty Bob Parsons

Ron Streeter Bill Nevits Phil St. Amand

Joe Stewart

OPPORTUNITY TO EXCHANGE IDEAS

NY3 District Coordinator MeetingNovember 14-15, 2011

DC Priorities & Action PlansTeam #______

Goals / Priorities:• _____________________________________________________

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Actions:• _____________________________________________________

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NY3 District Coordinator MeetingNovember 14-15, 2011

2010 Tax Season

Accomplishments

NY3 District Coordinator MeetingNovember 14-15, 2011

Tax-Aide Site Activity ReportAs of 5/18/11 (Not Normalized)

Key Indicators NY3 NY3 N'Atlantic National

    % Change from Prior Year

I. Tax Assistance

Total # People Helped 38,754 +5% -1% -2%

II. Returns

Total # Curr Yr Federal Returns 25,080 +5% +2% 0%

Total # Prior Yr Federal Returns 249 +8% +1% -6%

III. Electronic Services

Total Efile Accepted Curr Yr 24,321 +7% +10% +3%

Percentage Efile Federal Returns - Curr Yr 97% 91% 95%

IV. Site Level Statistics

Total # of Sites 138 +1% -6% -5%

NY3 District Coordinator MeetingNovember 14-15, 2011

Volunteer Expenses(Grant Cycle 2010-2011 vs 2009-2010)

Activity (Period Ending 8/10) NY3 NY3 N'Atlantic National

  Total % Change from Prior Grant Cycle

A. Regional Positions/National Advisors     -83% -16%

B. Counseling Expenses Total $46,675 +8% +7% +6%

C. Leadership Expenses Total $5,828 +10% +9% +1%

D. Instructor Training/Instructing Total $18,419 +25% +12% +3%

E. Meeting Expense Total $17,721 -12% -9% -10%

F. E-Filing Expense Total $9,830 -13% +12% 6%

G. Other Expenses Total $1,952 -21% -18% -10%

I. Volunteer Related Expenses by Activity TOTAL $100,425 +3% +5% +3%

NY3 District Coordinator MeetingNovember 14-15, 2011

2012 Tax-Aide Budget

$10 Million

FundedGap

IMPACT Computers and

Discretionary Funding

2012 Meetings Donated Funds Surveys Printers 8879

NY3 District Coordinator MeetingNovember 14-15, 2011

2011 Tax Season

Goals & Priorities

NY3 District Coordinator MeetingNovember 14-15, 2011

Goals & Priorities

Continue Focus on Accuracy of Returns

Achieve 100% Quality Review by second Counselor

Migrate Sites to Taxwise Online

Increase Utilization of Volunteer Prospect System

NY3 District Coordinator MeetingNovember 14-15, 2011

Goals & Priorities

Questions

Comments

?

NY3 District Coordinator MeetingNovember 14-15, 2011

Accuracy Return Review Sheet (Form 6729–C Draft)

Site Review Sheet (Form 6729 Draft)

IRS Reviews (Pub 1084)

NY3 District Coordinator MeetingNovember 14-15, 2011

Single Person Sites

Site Status

Arkell Center ?

Cambridge Senior Center Converting

Gloversville Senior Center Closing

Shirley J Luck Senior Center Converting

Mayfield Municipal Complex Converting

“Rural Site Option”

NY3 District Coordinator MeetingNovember 14-15, 2011

NY3 TWO Site Percentages

District Percentage

Sheri Conklin 8%

Barbara Kaiser 84%

Dave Aikens 0%

Joe Stewart 25%

Jim Cownie 0%

Kaye Curry 0%

Phil St. Amand 0%

Rich Dooley 11%

Bob Parsons 50%

Ron Liberty 50%

Ron Streeter 45%

Joe Ciccarino 100%

Bill Nevits 40%

Total 43%

Source: UTS Report

2011 Regional Meetings – St Louis

Issue: Prospect Status – Training/Supervision

Prospect statuses are not regularly updated Only 36 % of new volunteers used the Volunteer

Recruitment System – demographic data not collected – no release for criminal background check

Conclusion: Much improved training is needed! Conclusion: System needs a state supervisor

16

36% of

new vols.