1. TAX-AIDE Administrative Organization Chart 2014 DC MEETING – MN11

2. TAX-AIDE The TaxAide Organization 2014 DC MEETING – MN1 2 Reporting structure is set up to flow from the all critical volunteers that serve our taxpayers to National Leadership.

3. TAX-AIDE The Organization - Local 2014 DC MEETING – MN1 3 Quality Reviewer Solid Lines – Direct Reporting Dotted Lines – Supporting Relationship Non-Counselor: Client Facilitator, Greeter, Appointment Maker, Interpreter, *Counselor: On-line or site based.

4. TAX-AIDE The Organization - DMT 2014 DC MEETING – MN1 4 Quality Reviewer Solid Lines – Direct Reporting Dotted Lines – Supporting Relationship

5. TAX-AIDE The Organization - DMT 2014 DC MEETING – MN1 5 Solid Lines – Direct Reporting Dotted Lines – Supporting Relationship

6. TAX-AIDE The Organization - DMT 2014 DC MEETING – MN1 6 Solid Lines – Direct Reporting Dotted Lines – Supporting Relationship

7. TAX-AIDE The Organization - SMT 2014 DC MEETING – MN1 7 Solid Lines – Direct Reporting Dotted Lines – Supporting Relationship SC: Judy Labrosse TCS: Don Balbach PCS: unfilled position ADS: Don Hoium TRS: Elizabeth Hitomi PVS: Robert Post

8. TAX-AIDE The Organization - NLT 2014 DC MEETING – MN18 10 Regions Plains Region: MN1, MN2, ND, SD, IA, WI, NE Regional Coordinator: Betty Hayman Regional Technology Advisor: Floyd Olson

9. TAX-AIDE 9 2014 DC MEETING – MN1 National Office Organizational Chart – AARP Tax-Aide Program Support Technology Support Operations Support VP Bonnie Speedy Assistant Nat’l Dir Dorothy Howe Nat’l Leadership Committee Central Plains Northwest Pacific Assistant Nat’l Dir Marcy Gouge Nat’l Tax Training Committee Eastern North Atlantic Gulf Ops Mgr DG Gulati Ops Analyst Kathleen Marciniak Field Support Associate Kim Smith Sr. Ops Analyst Miho Kikujo Nat’l Operations Committee System Support Analyst Robin Murphy Financial Analyst Monique Johnson Tech Mgr Veronica Coates Sr Tech Support Tim Noonan National Technology Committee Tech Support Analyst Dominic Mazzota Program Manager David Alexander Western Great Lakes New England Region Volunteer Committee

10. TAX-AIDE 2014 DC MEETING – MN1 10 National Office Roles and Responsibilities Program SupportTechnology SupportOperations Support  Works with regional volunteer leadership to manage the program  Leads other major areas (including tax training, grants/partnership, publicity, recruitment, leadership development)  Volunteer computer hardware/software  Data security and encryption  IRS Tax Wise issues  Volunteer Web and communications issues  Budget & financial reporting  IRS grant applications & reporting  Volunteer applications  Volunteer expense reimbursements  Printing & distribution of materials, reports and rosters  AARP Support Services (e.g., Accounting, Insurance, IT, Legal)  Vendor contracting