Neighborhood Investment Program Quarterly Report

September 7, 2012 – December 31, 2012

PLEASE RESPOND BY THURSDAY, JANUARY 31, 2013

Name of Organization:______

Person Responding:______

NIPA#:______Phone Number:______

Total Amount of Credit Allocated to Your Organization:______

Percentage of Credit Issued to Donors (as of December 31, 2012):______

______

Credit Issuance

1.  In dollars, how much credit have you issued to donors?

______

2.  How much total revenue has this brought to your organization?

______

3.  Were any of the credits for contributions of stock?______

4.  If yes for questions #3:

a)  What was the date of the donation?______

b)  Has the stock been sold by the organization?______

If so, when?______

c)  If the stock has been sold, please attach verification of the sale of the donated stock

Marketing

1.  How many potential donors have you contacted about the credits?

______

2.  What type of response are you receiving from potential donors after approaching them about the credits?

______

3.  Do you feel you can effectively describe the program to donors?______

4.  If no for question #3, in what way could the West Virginia Development Office staff be of assistance?

______

______

______

5.  Of the donations received this quarter (those for which you issued NIP tax credit), how many were:

Project Progress and Outcome Measurement

1.  In your approved application, you were required to outline outcomes and outcome indicators for your project. What are your project’s outcomes and outcome indicators?

______

______

______

______

2.  Using the above outcomes and outcome indicators outlined in your approved application, please apply them to your NIP project as of this quarter:

Project Element / Outcome / Outcome Indicator(s)
Example: Free Health Clinic / Uninsured/Underinsured individuals will lead healthier lifestyles / ·  Number of prescriptions filled
·  Number and percent of patients undergoing health screening
·  Number of facilities renovated

RE-ALLOCATION REMINDER

The NIP Advisory Board may re-allocate tax credit that has been returned to the West Virginia Development Office. If you have not begun to market your share of credit and are unaware of any potential donors, you should consider the likelihood of your being able to use the credit. If you feel you will be unable to issue all of your tax credit, we ask that you officially inform our office in a separate letter. Your unused tax credit may be of benefit to another participant.

If you have not used at least 70% of your total allocation by the March 15 deadline, you may be required to return between 25% to 100% of your total allocation to the West Virginia Development Office for re-allocation to other projects.

Please fax, mail or e-mail your completed report to the following:

Ellen Vance

West Virginia Development Office

Building 6, Room 553

Charleston, West Virginia 25305

Phone: (304) 558-2234

Fax: (304) 558-2246

E-mail:

You may also obtain the report at the following address:

www.wvdo.org/downloads

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