Collaborative Greater Cincinnati 2018 LUCY CRANE: Brought this - - PowerPoint PPT Presentation

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Collaborative Greater Cincinnati 2018 LUCY CRANE: Brought this - - PowerPoint PPT Presentation

Feb 22, 2024 282 likes •465 views

Regional Tax Assistance Collaborative Greater Cincinnati 2018 LUCY CRANE: Brought this program to UWGC in 2006, retired this year. Recruiting Info Sessions Lunch and Learns 333 new prospective volunteers Word of Mouth 226

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Regional Tax Assistance Collaborative

Greater Cincinnati 2018

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LUCY CRANE: Brought this program to UWGC in 2006, retired this year….

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Recruiting

  • Info Sessions
  • Lunch and Learns
  • Word of Mouth
  • Volunteer Match
  • Newspaper/Web Calendar Posts
  • Church Bulletins and Newsletters
  • Corporate Outreach
  • Universities
  • 333 new prospective volunteers
  • 226 who did not return from 2017
  • 167 NEW VOLUNTEERS
  • 466 CONFIRMED VOLUNTEERS
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Love doing taxes for free?

Normal? Probably not. Helpful? Absolutely! Volunteer Income Tax Assistance: We love to do taxes for free.

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Training

  • New curriculum slides
  • Online through Link and Learn
  • Community Training
  • Volunteer Income Tax Intro
  • Basic Tax Preparation Part A
  • Basic Tax Preparation Part B
  • Taxslayer and Test Taking
  • Specialty Courses
  • Affordable Care Act
  • Self Employment, Uber, Lyft
  • Foreign Students and Immigrants
  • Multi-State Tax, IN, KY

, OH

  • 29 separate training sessions
  • 7 trainers
  • Approx 149 attended training
  • Corporate Trainings: IRS, GE, Kroger,

Fifth Third, Huntington, Union Savings

  • Specialty taxpayer trainings for new

immigrants/refugees

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SITES

  • General Community
  • Church Groups
  • Universities and Community Colleges
  • Corporations
  • Community Action Agencies
  • Financial Opportunity Centers
  • Job Centers (OhioMeansJobs)
  • Disability Services
  • Refugee/Immigrant Services
  • Emergency Assistance/Food Pantries/Headstart/Child Services
  • LINK
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VITA SITES

INDIANA

Returns Refund Volun- teers

SIEOC/ Lawrenceburg Community Center 88 $84,985 9

My FreeTaxes

15 $16,427 1 SITE 3 LOCATIONS 103 $101,412 9

Northern Kentucky

Returns Refund Volun- teers

Centro De Amistad 374 $526,755 8 Center for Great Neighborhoods 601 $819,828 36 BC- Kentucky Career Center 115 $193,008 13 BC- Center for Employment Training 350 $372,490 22 BC- Grant County NKU 165 $134,310 5 BC- multiple locations FSA 43

  • St. Paul School

230 $240,954 12 Cincinnati Campus VITA 402 $505,110 12 Gateway CTC 4 locations FSA 11 4 NKCAC -Five Counties 115 $143,887 5 MyFreeTaxes 247 $513,738 9 sites, 17 locations 2653 $3,450,080 83

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VITA SITES

Ohio – Butler Cty

Returns Refund Volun- teers

Booker T. Washington Community Center 152 $187,135 5 Military Veterans Resource Center 115 $101,851 1 OhioMeansJobs of Butler County 503 $663,528 26 Robert "Sonny" Hill Community center 10 4 MyFreeTaxes 272 $287,961 3 SITES, 4 locations 1052 $1,240,475 35

OHIO- Clermont Cty

Returns Refund Volun- teers

ChildFocus 79 $117,549 21 CareCenter at Northstar Community Church 237 $211,847 17 Clermont County Community Services 149 $153,972 6 MyFreeTaxes 146 $296,292 3 Sites, 3 Locations 611 $779,660 39

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VITA SITES

Hamilton County

Returns Refund Volun- teers

Harrison Community Center 254 $276,735 3 The Healing Center 728 $902,277 54 Houston Conference Center/Kroger 257 $502,637 29 Northminster Presbyterian Church 325 $269,987 16

  • St. John United Church of Christ/GE

130 33 Reading High School FSA 29 4 United Way Roving (includes all roving sites 6 MyFreeTaxes 1015 $1,552,265 16 sites; 21 locations 5649 $7,077,777 293

Cincinnati

Returns Refund Volun- teers

American Red Cross, Cincinnati Area Chapter 159 $236,674 21 Cincinnati-Hamilton County CAA 1035 $1,139,566 22 Urban League of Greater SW Ohio 168 $159,469 9 Madisonville Recreation Center 241 $243,703 19 Millvale Community Center 167 $220,741 11 North Avondale Community Center 263 $402,548 16 OhioMeansJobs Cincinnati - Hamilton County 115 $117,951 12 Price Hill Collaborative- Elder HS 332 $491,945 33 Santa Maria FOC FSA 103 1 Catholic Charities 47 Hearing Speech and Deaf Center 33 US Probation Office/UW Roving 8 $362,830 16 Providom FSA 30 3 Xavier University 240 $192,781 21

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MyFreeTaxes

General Community

Returns

Boone County 64 Campbell County 86 Kenton County 138 Grant County 13 Brown County 10 Butler County 202 Clermont County 136 Hamilton County 1147 Warren County 70 Dearborn County 15 MyFreeTaxes OVERALL 1881

Corporate Partners

Children, Inc Cinti-Ham Co Community Action Agency City of Cincinnati Fifth Third Hillebrand Hydro Life Enriching Communities Mercy Neighborhood Ministries Miami Valley Gaming and Racing, LLC Milacron Ohio National Santa Maria Community Services Talbert House Thrive Impact Sourcing United Way of Greater Cincinnati West Chester Protective Gear

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Reading High School- MyFreeTaxes

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NEW THIS YEAR

  • New Site Coordinators:
  • Child Focus
  • Healing Center
  • Lawrenceburg
  • Grant County
  • CET
  • St. Paul’s
  • Specialty Project: Catholic Charities
  • Specialty Project: Providem Tax Coaching
  • Global Carryover
  • Two day Training (not a success)
  • Volunteer Coordinator
  • UC Impact Project
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And the final numbers….

Drumroll

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2018

RETURNS EIC % Total Refund Dollars

Sites Volunteers VITA 8,187 25% $9,982,721 31 457 MyFreeTaxes 1,881 25% $2,666,681 4 5 AARP, SWO 7,535 8% $6,312,636 24 197 AARP N KY 1,070 13% $968,693 5 36 OHIO BENEFIT BANK 1,851 33% $2,575,659 29 53

TOTAL

20,524 19% $22,506,390 93 748

@ $277/return $ 5,685,148