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

2. 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

3. NY3 District Coordinator Meeting November 8, 2012 2011 Tax Season Accomplishments

4. 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%

5. NY3 District Coordinator Meeting November 8, 2012 Volunteer Expenses (Grant Cycle 2011-2012 vs 2010-2011) 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%

6. NY3 District Coordinator Meeting November 8, 2012 2012 Tax Season Goals & Priorities

7. 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

8. 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)

9. 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

10. 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

11. 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

12. NY3 District Coordinator Meeting November 8, 2012 TWO Target Sites District CoordinatorSITE IDSITE NAMEe-FILES Joe StewartS13052402Delaware Co Office For Aging360 S13052308Guernsey Memorial Library218 S13052702Elm Park Methodist Church480 Phil St. AmandS13051410Canton Fire Department573 S13051404Massena Community Center471 S13051405Dobisky Community Center228 Rich DooleyS13051906Saint Josephs Church656 S13051910Kiwanis Ice Arena307 S13051903Kingston Library282 Ron LibertyS13050106Bethlehem Town Hall287 S13050105Colonie Community Center244 Bob ParsonsS13051603Glenville Senior Center401 Ron StreeterS13051506Saratoga Springs Senior Citizen352 S13051508Halfmoon Senior Citizens Cente235 S13051501Saratoga County Office For Agi224 Bill NevitsS13052513Utica Public Library383 S13051503Shenendehowa Senior Center355 S13052507Parkway Sr. Center266 S13052501Ava Dorfman Senior Citizen Cen326

13. 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

14. 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%

15. 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

16. 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

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

18. 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

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

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