AARP Tax-Aide
16
NY3 District Coordinator Meeting November 14-15, 2011 AARP Tax-Aide AARP Tax-Aide NY3 District Coordinator Meeting November 14-15 Best Western Airport Inn Albany, NY
description
NY3 District Coordinator Meeting November 14-15 Best Western Airport Inn Albany, NY. AARP Tax-Aide. Agenda – Day 1. Agenda – Day 2. DC Priorities & Action Plans. OPPORTUNITY TO EXCHANGE IDEAS. DC Priorities & Action Plans. Team # ______. Goals / Priorities: - PowerPoint PPT Presentation
Transcript of AARP Tax-Aide
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:• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_
Actions:• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_
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.
