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 1Topic 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 2Time Topic Speaker8:30am Review / Discussion of Day 1 All8:45am Training Update Peter Freiermuth10:15 Break All11:00am Expense Guidelines Ed Hogarty11:30 Lunch All12:15pm NYS Update Suzanne Reusch1:30pm IRS Update Joanne Passineau2:45pm Break All3:15pm Workshop Presentations Team Leaders

4:15pm Closing RemarksEd Hogarty

4:30pm Adjourn All

NY3 District Coordinator MeetingNovember 14-15, 2011

DC Priorities & Action PlansTeam #1 Team #2 Team #3Joe Ciccarino Sheri Conklin Dave AikensKaye Curry Rich Dooley Jim CownieBarbara Kaiser Ron Liberty Bob ParsonsRon 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 YearI. Tax AssistanceTotal # 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 ServicesTotal Efile Accepted Curr Yr 24,321 +7% +10% +3%Percentage Efile Federal Returns - Curr Yr 97% 91% 95%

IV. Site Level StatisticsTotal # 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 CycleA. 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 & PrioritiesContinue Focus on Accuracy of ReturnsAchieve 100% Quality Review by second CounselorMigrate 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 SitesSite StatusArkell Center ?Cambridge Senior Center ConvertingGloversville Senior Center ClosingShirley J Luck Senior Center ConvertingMayfield Municipal Complex Converting

“Rural Site Option”

NY3 District Coordinator MeetingNovember 14-15, 2011

NY3 TWO Site PercentagesDistrict PercentageSheri Conklin 8%Barbara Kaiser 84%Dave Aikens 29%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 44%

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.