ABOUT EBALDC’S VITA/EKS PROGRAM program goals vs. outcomes tax returns filed 1044 1000 total in...
2
71 volunteers. 1680 hours of service. 1044 tax returns filed on time. $1,432,760 in tax refunds to the community. ebaldc thanks our great volunteers! ABOUT EBALDC’S VITA/EKS PROGRAM For the past eight years, EBALDC has successfully run the Volunteer Income Tax Assistance (VITA) program as a member of the Earn It! Keep It! Save It! (EKS) campaign, coordinated by United Way of the Bay Area. One of the main goals of the VITA program is to assist low-income families and individuals file their taxes to claim vital family tax credits, especially the Earned Income Credit or Earned Income Tax Credit (EITC) for which they might qualify. Earn It! Keep It! Save It! is a community project of United Way of the Bay Area. The coalition provides low to moderate income households with free, quality tax return preparation and access to asset building or income support resources such as public benefits, low or no cost bank accounts or financial education. We provide free tax THIS PROGRAM IS SUPPORTED IN PART BY: Visit www.ebaldc.org to learn more about our community development initiatives in neighborhoods across the East Bay. Follow the progress of our neighborhood economic development programs on nedblog.ebaldc.org. assistance to those with household incomes below $52,000 in 2009. We also ensure eligible taxpayers claim the Earned Income Tax Credit (EITC) which can amount to as much as $5,600 per family. The EITC is a sliding scale credit available to working taxpayers. Other tax credits families may be eligible for are the Child Tax Credit, Education Credits and Retirement Savings Contribution credits. EBALDC’s VITA/EKS program started modestly, serving 49 people in its first year in 2003. Since then the program has expanded significantly and opened a second site at the SparkPoint Oakland Center, located at one of EBALDC’s Lion Creek Crossings development. With the assistance of a large number of volunteers from the community, and collaboration with SparkPoint Oakland Center partner organizations, EBALDC’s VITA program to date has served over 3,200 low-income families and individuals and returned close to $3.7 million in federal and state refunds to the community.
-
Upload
truongdang -
Category
Documents
-
view
217 -
download
0
Transcript of ABOUT EBALDC’S VITA/EKS PROGRAM program goals vs. outcomes tax returns filed 1044 1000 total in...
71 volunteers.1680 hours of service.1044 tax returns filed on time.$1,432,760 in tax refunds to the community.
ebaldc thanks our great volunteers!
ABOUT EBALDC’S VITA/EKS PROGRAMFor the past eight years, EBALDC has successfully run the Volunteer Income Tax Assistance (VITA) program as a member of the Earn It! Keep It! Save It! (EKS) campaign, coordinated by United Way of the Bay Area. One of the main goals of the VITA program is to assist low-income families and individuals file their taxes to claim vital family tax credits, especially the Earned Income Credit or Earned Income Tax Credit (EITC) for which they might qualify.
Earn It! Keep It! Save It! is a community project of United Way of the Bay Area. The coalition provides low to moderate income households with free, quality tax return preparation and access to asset building or income support resources such as public benefits, low or no cost bank accounts or financial education. We provide free tax
THIS PROGRAM IS SUPPORTED IN PART BY:
Visit www.ebaldc.org to learn more about our community development initiatives in neighborhoods across the East Bay. Follow the progress of our neighborhood economic development programs on nedblog.ebaldc.org.
assistance to those with household incomes below $52,000 in 2009. We also ensure eligible taxpayers claim the Earned Income Tax Credit (EITC) which can amount to as much as $5,600 per family. The EITC is a sliding scale credit available to working taxpayers. Other tax credits families may be eligible for are the Child Tax Credit, Education Credits and Retirement Savings Contribution credits.
EBALDC’s VITA/EKS program started modestly, serving 49 people in its first year in 2003. Since then the program has expanded significantly and opened a second site at the SparkPoint Oakland Center, located at one of EBALDC’s Lion Creek Crossings development. With the assistance of a large number of volunteers from the community, and collaboration with SparkPoint Oakland Center partner organizations, EBALDC’s VITA program to date has served over 3,200 low-income families and individuals and returned close to $3.7 million in federal and state refunds to the community.
2010 PROGRAM GOALS VS. OUTCOMES
TAX RETURNS FILED
1044
1000
TOTAL IN TAX REFUNDS1,000,000
1,432,760
GOAL
OUTCOME
GOAL
OUTCOME
GOALS AND OUTCOMES
LOCATIONS IN OAKLAND, CAASIAN RESOURCE CENTER (ARC)OAKLAND’S CHINATOWN
851 CLIENTS SERVED IN 2010
SPARKPOINT OAKLAND CENTER (SPOC)LION CREEK CROSSINGS ATCOLISSEUM/HAVENSCOURT
193 CLIENTS SERVED IN 2010
TOTAL TAX RETURNS FILED BY YEAR
200
400
600
800
1000
1200
2003 2004 2005 2006 2007 2008 2009 2010
TOTAL REFUNDS BY LOCATION
EITC FEDERAL STATE TOTAL
$487,934 $1,084,030 $54,340 $1,138,370
$136,881 $272,709 $21,791 $294,390
$624,815 $1,356,739 $76,131 $1,432,760
ARC
SPOC
Total
2003 2004 2005 2006 2007 2008 2009 2010 TOTAL
$58,396 $104,818 $128,870 $154,651 $237,221 $312,998 $371,145 $624,815 $1,922,914
$75,614 $138,960 $188,718 $237,025 $367,209 $433,536 $665,664 $1,356,739 $3,463,355
$4,679 $12,128 $8,570 $10,650 $24,699 $26,030 $35,122 $76,131 $198,009
$80,293 $151,088 $197,288 $247,675 $391,908 $459,566 $700,786 $1,432,870 $3,661,364
EITC
Federal
State
Total
CUMULATIVE REFUNDS BY TYPE
SPECIAL THANKS
PROGRAM PARTNERSUnited Way of the Bay AreaInternal Revenue ServiceS.H. Cowell FoundationMetLife FoundationY&H Soda Foundation
SPARKPOINT OAKLAND CENTER PARTNERS
UWBALIFETIMEOperation HopeThe Workforce CollaborativeThe City of Oakland
EVENT SPONSOR
Adrian TruongAmanda ChongAnh CamAnn HoangBill Lau Carol TsenChi ZhangChuang Feng HeConnie TangDaniel GaleonDiane Lee
Elaine NgEllen KerstenFatema KhatunFay LeeHan Ya ChanHelen LuongHongxi YuHsuan-Ling HuangHuapeng QiJanet LingJanice YanJennifer LiangJinkun LiJoanna LuJohn GeeJulie Huang
Julie SheuKe YuLena SunLi LiangLing YuLinh SiuLuwam KbromLynette PangMaggie HuangMaryia VykachkaMay MuiMay Wah SunMegumi OzawaMei Wah TongMichael BeckmanMichelle Chen
Miguel KaminskiMinnie WongMinyu YangNga Yee FongNhat My NguyenOlga MiklashevichPatricia EganPhung NguyenQian ChenQianmin LiQifei ShiQirong ShiQiwei yangRichard ZybertRobbie ParasRoma Pasamba
Shirley LauSiu Man LeeSy-Yi HsuTom WangTomas SantiagoWai Lun LauWei wei WenWilliam LauYingxin ZhangYuliya SasZi Wei LiZoe C
1044
699
573
366
23815412749
VOLUNTEERS
OneCalifornia Bank
200
400
600
800
1000
