TAX-AIDE
TAX-AIDE
2014 DC MEETING – MN1 1
Administrative
Organization Chart
TAX-AIDE2
The TaxAide Organization
2014 DC MEETING – MN1
Reporting structure is set up to flow from the all critical volunteers that serve our taxpayers to National Leadership.
TAX-AIDE3
The Organization - Local
2014 DC MEETING – MN1
Quality Reviewer
Solid Lines – Direct ReportingDotted Lines – Supporting Relationship
Non-Counselor: Client Facilitator, Greeter, Appointment Maker, Interpreter,
*Counselor: On-line or site based.
TAX-AIDE4
The Organization - DMT
2014 DC MEETING – MN1
Quality Reviewer
Solid Lines – Direct ReportingDotted Lines – Supporting Relationship
TAX-AIDE5
The Organization - DMT
2014 DC MEETING – MN1
Solid Lines – Direct ReportingDotted Lines – Supporting Relationship
TAX-AIDE6
The Organization - DMT
2014 DC MEETING – MN1
Solid Lines – Direct ReportingDotted Lines – Supporting Relationship
TAX-AIDE7
The Organization - SMT
2014 DC MEETING – MN1
Solid Lines – Direct ReportingDotted Lines – Supporting Relationship
SC: Judy LabrosseTCS: Don BalbachPCS: unfilled position
ADS: Don HoiumTRS: Elizabeth HitomiPVS: Robert Post
TAX-AIDE2014 DC MEETING – MN1 8
The Organization - NLT
10 RegionsPlains Region: MN1, MN2, ND, SD, IA, WI, NE
Regional Coordinator: Betty HaymanRegional Technology Advisor: Floyd Olson
TAX-AIDE92014 DC MEETING – MN1
National OfficeOrganizational Chart – AARP Tax-Aide
Program SupportTechnology SupportOperations Support
VPBonnie Speedy
Assistant Nat’l DirDorothy Howe
Nat’l Leadership Committee
CentralPlains
NorthwestPacific
Assistant Nat’l Dir
Marcy Gouge
Nat’l Tax Training Committee
EasternNorth Atlantic
Gulf
Ops MgrDG Gulati
Ops AnalystKathleen Marciniak
Field Support AssociateKim Smith
Sr. Ops AnalystMiho Kikujo
Nat’l Operations Committee
System Support Analyst
Robin Murphy
Financial Analyst
Monique Johnson
Tech MgrVeronica Coates
Sr Tech SupportTim Noonan
National Technology Committee
Tech Support Analyst
Dominic Mazzota
Program ManagerDavid Alexander
Western Great Lakes
New England
Region
Volunteer Committee
TAX-AIDE2014 DC MEETING – MN1 10
National OfficeRoles and Responsibilities
Program Support Technology Support Operations Support
· Works with regional volunteer leadership to manage the program· Leads other major areas (including tax training, grants/partnership, publicity, recruitment, leadership development)
· Volunteer computer hardware/software· Data security and encryption· IRS Tax Wise issues· Volunteer Web and communications issues
· Budget & financial reporting· IRS grant applications &
reporting· Volunteer applications· Volunteer expense
reimbursements· Printing & distribution of
materials, reports and rosters· AARP Support Services (e.g.,
Accounting, Insurance, IT, Legal)
· Vendor contracting
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