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National Community Tax Coalition
29 E. Madison, Suite 910
Chicago, IL 60602
(312) 252-0280 (phone)
(312) 252-0285 (fax)
www.tax-coalition.org

a program of the
Center for Economic Progress

October 5, 2006
The Newsletter of the
National Community Tax Coalition

In this issue:
Community Tax News
 

Surplus computers for nonprofits

AidMatrix, an international relief agency providing surplus goods to the third world, has partnered with FedEx/Kinkos to make surplus computers available to nonprofits. Please note that the computers are provided as-is, without software or operating systems. Organizations will be responsible for a small handling fee and will have to pick up the items.

To participate in the program go to http://aidmatrix.org/hardwareinventory/ and locate items near you, then enter contact information and the quantities of each item you would like to receive.

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Cleveland taxpayers use refunds to pay bills

During the tax filing season, Policy Matters Ohio distributed a survey to more than 1,000 low-income taxpayers at Cuyahoga (Cleveland) VITA sites.

Survey findings include:

  • Filers said they would use their refunds toward basic needs purchases in the community such as
  • household bills (47%), savings (22%), housing (19%), food (17%), and clothing (12%).
  • More than 20% of filers this year reported getting their taxes done at a paid preparer last year and
  • 45% had done so in previous years.
  • Roughly 65% of those who received free tax preparation did not report receiving public assistance like Medicaid (13%) or Unemployment Insurance (2%).

Most respondents said that the service being free motivated them to use a VITA site.

The Cuyahoga EITC Coalition filed more than 3,444 tax returns with nearly half qualifying for the Earned Income Tax Credit (EITC). The Coalition returned more than $4.2 million in total refunds. This is a 50% increase in the number of returns and more than 60% increase in the amount refunded to families from last year.

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Michigan creates state EITC

Gov. Jennifer Granholm signed legislation that creates a state Earned Income Tax Credit on September 22. The refundable credit will be set at 10 percent in 2008 and will increase to 20 percent in 2009. Michigan becomes the 21st state, including the District of Columbia, to enact a state EITC.

Help for municipal leaders supporting asset building

The National League of Cities have recently launched Phase II of their Cities Helping Families Build Assets Project with six of the cities that were a part of Phase I of the project.  The project aims to help municipal leaders build capacity to develop and support asset-building initiatives that are designed to help low-income families. The cities chosen for phase two of the project are:

  • Burlington, Vt.
  • Itta Bena, Miss.
  • Louisville , Ky.
  • Orlando , Fla.
  • Savannah , Ga.
  • Seattle , Wash.

 

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Affiliates in the News
 

Program doubles number of returns

The number of working families in Cuyahoga County who received free tax preparation at volunteer income tax clinics this year doubled compared with last year, according to an analysis by Policy Matters Ohio, a nonprofit research institute in Cleveland. Read the full story from the Cleveland Plain Dealer, Sept. 22

 

 

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Program Profile
 

The B.E.S.T. Project of the United Way of Big Bend

Since its inception in 2004, the United Way of the Big Bend’s financial empowerment program, the B.E.S.T. Project (Believe, Earn, Save, Thrive), has been working to help its community members capture their unclaimed EITCs.  In the 2005 filing year, the B.E.S.T. VITA sites nearly tripled their clientele outreach to 610 individuals, including low-to-moderate-income families and students. Read more...

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New Resources
 

IRS VITA forms

Form 8158, Quality Review Checklist
A form to be used by certified volunteers responsible for reviewing the accuracy of the taxpayers’ return prior to obtaining the taxpayers’ signature. English/Spanish [PDF, posted 9/26/06]

Form 13614, Intake and Interview Sheet
The IRS standard intake sheet for use at free tax preparation sites. [PDF, posted 9/26/06]

Form 13615, Volunteer Agreement
Statement of standards of contact to be signed by volunteers at free tax preparation sites.[ PDF, posted 9/26/06]

Financial Services

Split Refunds website
One-stop resource for tax sites assisting clients to direct their tax refunds to more than one electronic account. [posted 9/26/06]

 

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Job Openings
 

Earned Income Tax Credit Program Coordinator

United Way of King County is seeking a highly talented individual to join their Community Services team as EITC Program Coordinator to coordinate the operation of the King County Free Tax Preparation and EITC Program.

Primary functions include leading  EITC Coalition committees; serving as a liaison between UWKC and partner agencies community members and sites; assisting with community outreach; providing cross-site management; assisting with trainings for volunteers and paid staff; volunteer coordination scheduling and support; and producing internal and external campaign reports.

Application information is on the website.

 

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Calendar
 

October

Wednesday 11–Friday 13 Building Prosperity for Working Families conference in Los Angeles, hosted by the National Community Tax Coalition.

Thursday, October 19, Strengthen Working Families and Local Economies: How to Mount a Successful EITC Outreach Campaign audioconference at 12:30 p.m. (Eastern Time). Focus is on municipal strategies to bring federal dollars into local communities through the EITC. More information about how to participate in the call will soon be available on the National League of Cities website at http://www.nlc.org/IYEF/

 

 

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