aarp tax-aide

NY3 District Coordinator MeetingNovember 8, 2012

AARP Tax-AideAARP Tax-Aide

NY3 District Coordinator Meeting

November 8, 2012Dora Maxwell Auditorium

Albany, NY


Agenda Topic Speaker

10:00am Introductions /Accomplishments / Priorities Ed Hogarty

11:00am Technology Update Howard Riggert

11:30am Partnership & Communications +PVS Update Bob Parsons

12:00pm Lunch ALL

1:00pm Training Update Pete Freiermuth

1:30pm Administrative Update Dorothy Ryan

2:00pm IRS Update Joanne Passineau

2:30pm Break All

3:00pm NYS Update Suzanne Reusch

3:30pm Policy Update Ed Hogarty

4:00pm Issues & Concerns - Open Discussion All


2011 Tax Season

Accomplishments


Tax-Aide Site Activity ReportAs of 5/7/12 (Not Normalized)

Key Indicators NY3 NY3 N'Atlantic National % Change from Prior YearI. Tax AssistanceTotal # People Helped 41,511 +7% +3% 0%

II. Returns

Total # Curr Yr Federal Returns 26,795 +7% +5% +1%Total # Prior Yr Federal Returns 280 +12% +17% -14%

III. Electronic ServicesTotal Efile Accepted Curr Yr 26,409 +9% +9% +3%Percentage Efile Federal Returns - Curr Yr 99% 95% 97%

IV. Site Level StatisticsTotal # of Sites 142 +3% -5% -4%


Volunteer Expenses(Grant Cycle 2011-2012 vs 2010-2011)

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 $49,099 +5% -2% -11%

C. Leadership Expenses Total $6,663 +14% -12% -5%

D. Instructor Training/Instructing Total $17,080 -7% +1% -12%

E. Meeting Expense Total $19,542 +10% +2% +1%

F. E-Filing Expense Total $9,830 -13% +12% 6%

G. Other Expenses Total $479 -75% -46% -37%

I. Volunteer Related Expenses by Activity TOTAL $102,940 +2% -2% -8%


2012 Tax Season

Goals & Priorities


Goals & PrioritiesContinue Focus on Accuracy of ReturnsMigrate Sites to Taxwise OnlineIncrease Utilization of Volunteer Prospect SystemReduce Meeting and Mileage Expenses


Accuracy Return Review Sheet (Form 6729–C Draft)

Site Review Sheet (Form 6729 Draft)

IRS Reviews (Pub 1084)


IRS Reviews – Action Plan

Goal is 100% Accuracy on Returns

• Target conducting one site review and three return reviews in each of the 13 Districts

• Logistics and staffing to be worked out with the IRS


Taxwise Online Target

• Current Status57% of Sites65% of e-files

• 2012 Tax Season Goal• 76% of Sites• 90% of efiles

• Action Plan• Target sites with greater than 200 efiles


TWO Target SitesDistrict Coordinator SITE ID SITE NAME e-FILESJoe Stewart S13052402 Delaware Co Office For Aging 360 S13052308 Guernsey Memorial Library 218 S13052702 Elm Park Methodist Church 480 Phil St. Amand S13051410 Canton Fire Department 573 S13051404 Massena Community Center 471 S13051405 Dobisky Community Center 228 Rich Dooley S13051906 Saint Josephs Church 656 S13051910 Kiwanis Ice Arena 307 S13051903 Kingston Library 282 Ron Liberty S13050106 Bethlehem Town Hall 287 S13050105 Colonie Community Center 244 Bob Parsons S13051603 Glenville Senior Center 401 Ron Streeter S13051506 Saratoga Springs Senior Citizen 352 S13051508 Halfmoon Senior Citizens Cente 235 S13051501 Saratoga County Office For Agi 224 Bill Nevits S13052513 Utica Public Library 383 S13051503 Shenendehowa Senior Center 355 S13052507 Parkway Sr. Center 266 S13052501 Ava Dorfman Senior Citizen Cen 326


Source of Prospect Application Entry

Source 2012 Nat’l 2012 NY3 2013 TargetVMIS by ADS 19% 13% 0%Portal by DC 21% 27% 10%AARP.org by Prospect

60% 62% 90%


AARP Tax-Aide Funding

Source TCE VITA AARP Total

Budget Cycle

Oct-Dec July-June Jan-Dec

2011 $5.6M $1.4M $2.8M $9.8M2012 $5.3M $0.8M $2.9M $9.0M

Reduction for 2011 Tax Season $800k vs. $2M

Optimistic assumption for 2012 Tax Season is flat


Volunteer Expense by District

1 2 3 4 5 6 7 8 9 10 11 12 13$0.00

$1.00

$2.00

$3.00

$4.00

$5.00

$6.00

Cost perReturn

National Average = $2.78NY3 Average = $2.93

NY3 Districts


NY3 Expense Reduction

48

19176 10

2011 Tax Season Expenses

Counseling Meetings

Instructor Trn'g Leadership

E-filing

2012 Tax Season Actions Reduce Counseling

Expenses Encourage 35 vs

55+ cents per mile Reduce Meeting

Expenses Minimize Travel Reduce Hotel Bills Carpooling


Goals & Priorities

Questions

Comments

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aarp tax-aide

Documents

activity total

counseling expenses

leadership expenses

tax assistancetotal

meeting expense total

efiling expense total

tax season goal76

volunteer related expenses