aarp tax-aide
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 PresentationTRANSCRIPT
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NY3 District Coordinator MeetingNovember 14-15, 2011
AARP Tax-AideAARP Tax-Aide
NY3 District Coordinator Meeting
November 14-15Best Western Airport Inn
Albany, NY
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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
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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
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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
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NY3 District Coordinator MeetingNovember 14-15, 2011
DC Priorities & Action PlansTeam #______
Goals / Priorities:• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_
Actions:• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
_• _____________________________________________________
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NY3 District Coordinator MeetingNovember 14-15, 2011
2010 Tax Season
Accomplishments
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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%
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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%
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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
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NY3 District Coordinator MeetingNovember 14-15, 2011
2011 Tax Season
Goals & Priorities
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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
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NY3 District Coordinator MeetingNovember 14-15, 2011
Goals & Priorities
Questions
Comments
?
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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)
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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”
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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
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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.