1 NY3 District Coordinator Meeting November 8-9, Tax Season Agenda

2 NY3 District Coordinator Meeting November 8-9, 2010 Agenda – Day 1 TimeTopicSpeaker 10:00am Introductions /Accomplishments / PrioritiesEd Hogarty 10:30am What's New in 2010?Joe Ciccarino 12:00pm LunchAll 12:45pm Administrative ReviewDorothy Ryan 2:00pm Technology Update & Equipment AlocationHoward Riggert 3:30pm BreakAll 4:00pm DC Responsibilities - Workload FeedbackEd Hogarty 5:00pm Policy & Procedures UpdateDorothy Ryan 5:30pm AdjournAll

3 NY3 District Coordinator Meeting November 8-9, 2010 Agenda – Day 2 TimeTopicSpeaker 8:30am Recruiting / Ordering System EnhancementsColleen Mooney 9:00am Partnership & Communication UpdateColleen Mooney 9:30am Taxwise EnhancementsHoward Riggert 10:00am BreakAll 10:30am Taxwise Enhancements (Cont) 11:00am Preview of COD / HSA Link & Learn CoursesJoe Ciccarino 11:30am IRS UpdateJoanne Passineau 12:30pm LunchAll 1:15pm Quality & IRS Reviews & AnalysisEd Hogarty 2:00pm BreakAll 2:30pm NYS UpdateMwisa Chisunka 3:30pm DC Priorities and Action Plans - WorkshopALL 5:00pm CloseAll

4 NY3 District Coordinator Meeting November 8-9, Tax Season Accomplishments

5 NY3 District Coordinator Meeting November 8-9, 2010 Tax-Aide Site Activity Report As of 9/22/10 (Normalized) Key Indicators NY3 N'AtlanticNational % Change from Prior Year I. Tax Assistance Total # People Helped 36,7514%-2%0% II. Returns Total # Curr Yr Federal Returns 23,9266%5%1% Total # of Quality Reviews Note: (CurrYr %) 22,37990%85%91% Total # Prior Yr Federal Returns 22424%-20%1% III. Electronic Services Total Efile Accepted Curr Yr 22,7347%10%3% Percentage Efile Federal Returns - Curr Yr 95%1%4%2% IV. Site Level Statistics Total # of Sites 1372%-1%

6 NY3 District Coordinator Meeting November 8-9, 2010 Volunteer Expenses (Grant Cycle vs ) Activity (Period Ending 8/10)NY3 N'AtlanticNational Total% Change from Prior Grant Cycle A. Regional Positions/National Advisors -4%-2% B. Counseling Expenses Total $43,174-27%-22%-26% C. Leadership Expenses Total $5,293-5%-13%-24% D. Instructor Training/Instructing Total $14,786-27%42%35% E. Meeting Expense Total $20,126101%117%131% F. E-Filing Expense Total $11,321-4%9%1% G. Other Expenses Total $2,464-8%-1%-7% I. Volunteer Related Expenses by Activity TOTAL $97,164-11%0%-5%

7 NY3 District Coordinator Meeting November 8-9, Tax Season Goals & Priorities Ed Hogarty, SC NY3 nytaxaide.org (845)

8 NY3 District Coordinator Meeting November 8-9, 2010 Goals & Priorities  Increase Accuracy of Returns  Reduce Volunteer Workload  Increase Diversity of Clients & Volunteers

9 NY3 District Coordinator Meeting November 8-9, 2010 Increase Diversity of Clients & Volunteers NY Census Age 50+ Under AARP CS Survey Over AARP CS SurveyImprovingDeclining #% White1,039,57294% 96%1% African American/Black39,7484%2% 1% Hispanic30,1973%1% Asian American/Pacific Islander147581%0%