Montgomery County, MD Department of Health and Human Services. Community Action Agency VITA Partnership
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1 Montgomery County, MD Department of Health and Human Services Community Action Agency VITA Partnership
2 Department of Health & Human Services Community Action Agency (CAA) Founded during the War on Poverty. Part of County government DHHS Office of Community Affairs. 1 of 3 public Community Action Agencies in Maryland CAA services are based in our Wheaton office and at the TESS Center (Takoma/E. Silver Spring). Administer CSBG and Head Start grants, and 40+ county contracts to nonprofit partners. Federal CSBG grant, training and activities supported by Maryland s DHCD, with Maryland Community Action Partnership. Funding for CAA s administration and direct services supplemented by Montgomery County.
3 Montgomery MD, DHHS Community Action Agency VITA Partnership 30+ years of volunteer supported free tax help, originally at TESS. Expanded VITA during ARRA to 4 sites, (adding cities of Rockville and Gaithersburg), integrating financial education, and joined Maryland CASH Campaign. Community Action Board (CAB) has prioritized increasing EITC as an effective anti-poverty strategy, and expansion of VITA to assure outreach and access.
4 Montgomery MD Rate of EITC Receipt by ZIP Code Tax Year 2011 Source: Metropolitan Policy Program at Brookings Analysis of IRS data
5 The IRS Maryland CASH Campaign City of Rockville City of Gaithersburg (Bank On) & Family Services, Inc. U. of Maryland s Cooperative Extension School of Public Health Head Start Montgomery MD, DHHS Community Action Agency Coalition for the Advancement of Financial Education, Montgomery MD Spanish Catholic Center Maryland Hunger Solutions VITA Partnership
6 Montgomery MD, DHHS Community Action Agency VITA Partnership Structure & Features: VITA Coordinator, Contractor & Community Fellow (student), partners and volunteers. Appointment system includes language preferences & accommodations with and text reminders. Year round: back-taxes and amended returns are prepared, June to November (Wheaton and Rockville); outreach to public and nonprofit agencies and their customers is a priority. Targets customers earning <$53,000 a year. Services to VITA eligible Self-Employed tax-payers. VITA coordinator is a Certified Acceptance Agent for taxpayers requiring an ITIN to file.
7 Montgomery MD, DHHS Community Action Agency VITA Partnership Spotlight: Gaithersburg Asset Building through: Bank On Financial education VITA US Savings Bonds Public benefits (ie SNAP, ACA) Community resources Small business development Ongoing education targeting consumers, providers and businesses
8 Montgomery MD, DHHS Community Action Agency VITA Partnership Outcomes: January November volunteers provided 2,100+ hours of tax prep & support at multiple sites, including language interpretation. 2,073 filed returns, including 274 schedule C s or CEZ s. Taxpayers received $4,089,093 in federal and state refunds and credits, including federal, state and county EITC. Taxpayers owed $1,041,198 to state and federal government
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10 Montgomery MD, DHHS Community Action Agency Our Diverse Customers- Ethnicity: VITA Partnership Native American 1% Caucasion 16% Other 7% Latino/ Hispanic 29% Asian/ Pacific Islander 10% African American 37%
11 Montgomery MD, DHHS Community Action Agency VITA Partnership Our Diverse Customers- Language: 45% Spanish, 9% Chinese, 5% French, 3% Korean, 3% Amharic speaking. 35% spoke other languages. Our Diverse Volunteers- Language: 68% of our volunteers (and staff) are bilingual, speaking Spanish, French, Chinese, Japanese, Tagalog, Farsi, German, Amharic, Hindi, Italian, Korean, Russian and Yoruba.
12 DHHS Community Action Agency VITA Partnership: Free Tax Community Growing a Coalition with community-based free tax preparers: Traditional: AARP (Tax Counseling for the Elderly), Montgomery County Volunteer Center RSVP Wheaton Library- founded by IRS professionals Community Tax Aide- DC based, with services in suburbs Emerging: Chinese Culture and Community Service Center Spanish Catholic Center (Language interpretation) CASA de Maryland Ana Mendez University Characteristics: Shared information ( 311 ); shared resources and training; cross referral of volunteers and customers.
13 DHHS Community Action Agency EITC Outreach EITC Filers (Federal) Montgomery County MD 53,183 filed in Tax Year ,186 filed in Tax Year % Claim EITC 20-25% Do Not 6,653 returns, TY 12 (filed by volunteers affiliated with free tax partners in Montgomery County)
14 Montgomery MD, DHHS Community Action Agency Linkages with public services & community resources Child Care, Head Start & Youth Services Shelter & Utilities Aging & Disability Supports Health/Behavioral Health Care Food & Basic Needs Immigration Victims Services Banking Legal Identity Theft Business Development Adult & Financial Ed
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16 Sharon Strauss Executive Director Montgomery County MD, Community Action Agency
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