NY3 District Coordinator Meeting November 8, 2012 AARP Tax-Aide 1 NY3 District Coordinator Meeting November 8, 2012 Dora Maxwell Auditorium Albany, NY

NY3 District Coordinator Meeting November 8, 2012 Agenda TopicSpeaker 10:00am Introductions /Accomplishments / PrioritiesEd Hogarty 11:00am Technology UpdateHoward Riggert 11:30am Partnership & Communications +PVS UpdateBob Parsons 12:00pm LunchALL 1:00pm Training UpdatePete Freiermuth 1:30pm Administrative UpdateDorothy Ryan 2:00pm IRS UpdateJoanne Passineau 2:30pm BreakAll 3:00pm NYS UpdateSuzanne Reusch 3:30pm Policy UpdateEd Hogarty 4:00pm Issues & Concerns - Open DiscussionAll

NY3 District Coordinator Meeting November 8, Tax Season Accomplishments

NY3 District Coordinator Meeting November 8, 2012 Tax-Aide Site Activity Report As of 5/7/12 (Not Normalized) Key IndicatorsNY3 N'AtlanticNational % Change from Prior Year I. Tax Assistance Total # People Helped41,511+7%+3%0% II. Returns Total # Curr Yr Federal Returns26,795+7%+5%+1% Total # Prior Yr Federal Returns280+12%+17%-14% III. Electronic Services Total Efile Accepted Curr Yr26,409+9% +3% Percentage Efile Federal Returns - Curr Yr99%95%97% IV. Site Level Statistics Total # of Sites142+3%-5%-4%

NY3 District Coordinator Meeting November 8, 2012 Volunteer Expenses (Grant Cycle vs ) Activity (Period Ending 8/10)NY3 N'AtlanticNational Total% Change from Prior Grant Cycle A. 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%

NY3 District Coordinator Meeting November 8, Tax Season Goals & Priorities

NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Continue Focus on Accuracy of Returns Migrate Sites to Taxwise Online Increase Utilization of Volunteer Prospect System Reduce Meeting and Mileage Expenses

NY3 District Coordinator Meeting November 8, 2012 Accuracy Return Review Sheet (Form 6729–C Draft) Site Review Sheet (Form 6729 Draft) IRS Reviews (Pub 1084)

NY3 District Coordinator Meeting November 8, 2012 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

NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Continue Focus on Accuracy of Returns Migrate Sites to Taxwise Online Increase Utilization of Volunteer Prospect System Reduce Meeting and Mileage Expenses

NY3 District Coordinator Meeting November 8, 2012 Taxwise Online Target Current Status 57% of Sites 65% of e-files 2012 Tax Season Goal 76% of Sites 90% of efiles Action Plan Target sites with greater than 200 efiles

NY3 District Coordinator Meeting November 8, 2012 TWO Target Sites District CoordinatorSITE IDSITE NAMEe-FILES Joe StewartS Delaware Co Office For Aging360 S Guernsey Memorial Library218 S Elm Park Methodist Church480 Phil St. AmandS Canton Fire Department573 S Massena Community Center471 S Dobisky Community Center228 Rich DooleyS Saint Josephs Church656 S Kiwanis Ice Arena307 S Kingston Library282 Ron LibertyS Bethlehem Town Hall287 S Colonie Community Center244 Bob ParsonsS Glenville Senior Center401 Ron StreeterS Saratoga Springs Senior Citizen352 S Halfmoon Senior Citizens Cente235 S Saratoga County Office For Agi224 Bill NevitsS Utica Public Library383 S Shenendehowa Senior Center355 S Parkway Sr. Center266 S Ava Dorfman Senior Citizen Cen326

NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Continue Focus on Accuracy of Returns Migrate Sites to Taxwise Online Increase Utilization of Volunteer Prospect System Reduce Meeting and Mileage Expenses

NY3 District Coordinator Meeting November 8, 2012 Source of Prospect Application Entry Source2012 Nat’l2012 NY32013 Target VMIS by ADS19%13%0% Portal by DC21%27%10% AARP.org by Prospect 60%62%90%

NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Continue Focus on Accuracy of Returns Migrate Sites to Taxwise Online Increase Utilization of Volunteer Prospect System Reduce Meeting and Mileage Expenses

NY3 District Coordinator Meeting November 8, 2012 AARP Tax-Aide Funding SourceTCEVITAAARPTotal Budget Cycle Oct-DecJuly-JuneJan-Dec 2011$5.6M$1.4M$2.8M$9.8M 2012$5.3M$0.8M$2.9M$9.0M Reduction for 2011 Tax Season $800k vs. $2M Optimistic assumption for 2012 Tax Season is flat

NY3 District Coordinator Meeting November 8, 2012 Volunteer Expense by District Cost per Return National Average = $2.78 NY3 Average = $2.93 NY3 Districts

NY3 District Coordinator Meeting November 8, 2012 NY3 Expense Reduction 2012 Tax Season Actions  Reduce Counseling Expenses  Encourage 35 vs 55+ cents per mile  Reduce Meeting Expenses  Minimize Travel  Reduce Hotel Bills  Carpooling

NY3 District Coordinator Meeting November 8, 2012 Issues & Concerns – Open Discussion _____________________________________________________ ______________________________________________________

NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Questions Comments ?