NY3 District Coordinator Meeting November 8, 2012 Dora

NY3 District Coordinator Meeting November 8, 2012 Dora

NY3 District Coordinator Meeting November 8, 2012 Dora Maxwell Auditorium Albany, NY AARP AARPTax-Aide Tax-Aide NY3 District Coordinator Meeting November 8, 2012 Agenda Topic Speaker 10:00am Introductions /Accomplishments / Priorities Ed Hogarty 11:00am Technology Update Howard Riggert 11:30am Partnership & Communications +PVS Update

Bob Parsons 12:00pm Lunch ALL 1:00pm Training Update Pete Freiermuth 1:30pm Administrative Update Dorothy Ryan 2:00pm IRS Update Joanne Passineau 2:30pm Break All

3:00pm NYS Update Suzanne Reusch 3:30pm Policy Update Ed Hogarty 4:00pm Issues & Concerns - Open Discussion All NY3 District Coordinator Meeting November 8, 2012 2011 Tax Season Accomplishments NY3 District Coordinator Meeting November 8, 2012 Tax-Aide Site Activity Report As of 5/7/12 (Not Normalized) Key Indicators NY3

NY3 N'Atlantic National % Change from Prior Year I. Tax Assistance Total # People Helped 41,511 +7% +3% 0% Total # Curr Yr Federal Returns 26,795 +7% +5% +1% Total # Prior Yr Federal Returns 280

+12% +17% -14% 26,409 +9% +9% +3% 99% 95% 97% +3% -5% -4% II. Returns III. Electronic Services Total Efile Accepted Curr Yr Percentage Efile Federal Returns Curr Yr IV. Site Level Statistics Total # of Sites

142 NY3 District Coordinator Meeting November 8, 2012 Volunteer Expenses (Grant Cycle 2011-2012 vs 2010-2011) Activity (Period Ending 8/10) NY3 Total NY3 N'Atlantic National % Change from Prior Grant Cycle A. Regional Positions/National Advisors -83% -16% B. Counseling Expenses Total $49,099 +5%

-2% -11% C. Leadership Expenses Total $6,663 +14% -12% -5% D. Instructor Training/Instructing Total $17,080 -7% +1% -12% E. Meeting Expense Total $19,542 +10% +2%

+1% F. E-Filing Expense Total $9,830 -13% +12% 6% G. Other Expenses Total $479 -75% -46% -37% $102,940 +2% -2% -8% I. Volunteer Related Expenses by Activity TOTAL

NY3 District Coordinator Meeting November 8, 2012 2012 Tax Season Goals & Priorities NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Continue Focus on Accuracy of Returns Migrate Sites to Taxwise Online Increase Utilization of Volunteer Prospect System Reduce Meeting and Mileage Expenses NY3 District Coordinator Meeting November 8, 2012 IRS Reviews (Pub 1084) Site Review Sheet (Form 6729 Draft) Accuracy Return Review Sheet (Form 6729C Draft)

NY3 District Coordinator Meeting November 8, 2012 IRS Reviews Action Plan Goal is 100% Accuracy on Returns Target conducting one site review and three return reviews in each of the 13 Districts Logistics and staffing to be worked out with the IRS NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities NY3 District Coordinator Meeting November 8, 2012 Taxwise Online Target Current Status 57% of Sites 65% of e-files 2012 Tax Season Goal 76% of Sites 90% of efiles Action Plan Target sites with greater than 200 efiles NY3 District Coordinator Meeting November 8, 2012 TWO Target Sites District Coordinator Joe Stewart

SITE ID S13052402 S13052308 S13052702 SITE NAME Delaware Co Office For Aging Guernsey Memorial Library Elm Park Methodist Church e-FILES Phil St. Amand S13051410 S13051404 S13051405 Canton Fire Department Massena Community Center Dobisky Community Center 573 471 228 Rich Dooley S13051906 S13051910 S13051903

Saint Josephs Church Kiwanis Ice Arena Kingston Library 656 307 282 Ron Liberty S13050106 S13050105 Bethlehem Town Hall Colonie Community Center 287 244 Bob Parsons S13051603 Glenville Senior Center 401 Ron Streeter S13051506 S13051508 S13051501

Saratoga Springs Senior Citizen Halfmoon Senior Citizens Cente Saratoga County Office For Agi 352 235 224 Bill Nevits S13052513 S13051503 S13052507 S13052501 Utica Public Library Shenendehowa Senior Center Parkway Sr. Center Ava Dorfman Senior Citizen Cen 383 355 266 326 NY3 District Coordinator Meeting November 8, 2012 360 218 480 Goals & Priorities

NY3 District Coordinator Meeting November 8, 2012 Source of Prospect Application Entry Source 2012 Natl 2012 NY3 2013 Target VMIS by ADS 19% 13% 0% Portal by DC 21% 27% 10% AARP.org by Prospect

60% 62% 90% NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities NY3 District Coordinator Meeting November 8, 2012 AARP Tax-Aide Funding Reduction for 2011 Tax Season $800k vs. $2M Source TCE VITA AARP Total Budget Cycle Oct-Dec July-June

Jan-Dec 2011 $5.6M $1.4M $2.8M $9.8M 2012 $5.3M $0.8M $2.9M $9.0M Optimistic assumption for 2012 Tax Season is flat NY3 District Coordinator Meeting November 8, 2012 Volunteer Expense by District National Average = $2.78 NY3 Average = $2.93 $6.00 $5.00

$4.00 Cost per Return $3.00 $2.00 $1.00 $0.00 1 2 3 4 5 6 7 8 9 10

11 12 13 NY3 Districts NY3 District Coordinator Meeting November 8, 2012 NY3 Expense Reduction 2011 Tax Season Expenses 17 6 10 48 19 Counseling Meetings Instructor Trn'g Leadership E-filing 2012 Tax Season Actions Reduce Counseling Expenses Encourage 35 vs

55+ cents per mile Reduce Meeting Expenses Minimize Travel Reduce Hotel Bills Carpooling NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Questions Comments ? NY3 District Coordinator Meeting November 8, 2012

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