Virginia CASH Campaign

2016-2017 EITC Grant Reporting

In order to capture tax season results and compile a complete picture of the success of the Virginia CASH Campaign, it is important that each coalition provide complete tax season data in a timely and complete manner.

Please note the following important dates. Failure to submit reports on time will have a negative impact on future funding requests.

Date / Event / Responsibility
January 31, 2017 / Progress report #1 due / Submitto VACAP via email
February 28, 2017 / Progress report #2 due (cumulative data) / Submitto VACAP via email
March 31, 2017 / Progress report #3 due (cumulative data) / Submitto VACAP via email
April 28, 2017 / Progress report #4 due (cumulative data) / Submitto VACAP via email
May 19, 2017 / Final Coalition Report due / ***Submitto VACAP by mail*** (one original and three copies- FOUR total

Name of Coalition:______

Progress Report #1 -Due January 31, 2017

Date Submitted:______Prepared by:______

Data / Results
# Federal returns prepared (efiled)
# Federal returns (paper filed)
Total amount in federal refunds
Average refund amount
Tax prep savings ($200/per)
# Eligible for EITC
% EITC eligible
Average EITC refund
Total amount in EITC refunds
# Eligible Child Tax Credit
% Eligible for Child Tax Credit
Average CTC
Total amount CTC
# Eligible for Additional CTC
Total amount Additional CTC
Total CTC and Additional CTC
# Eligible for Education Credits
Average Education Credit
Total amount Education Credits
# Requesting Direct Deposit
# Requesting Split Refund
Average Adjusted Gross Income
# Virginia returns prepared
Total amount Virginia Refunds
# Returns filed through FSA/Free File
# Returns filed through MyFreeTaxes
# Returns filed through (other)

Progress Report #1

Education and Outreach

IMPACT PRIOR TO THE START OF TAX SEASON

IMPACT THIS FALL

  1. Is your marketing program effective? Why or why not?
  2. How do your clients hear about you? Do you have the data to back that up?
  3. What and where is your marketing/education and outreach focus?
  4. How many people do you think you reached by each of the following ways:

Word of mouth: ______

Returning clients: ______

Facebook: ______

Twitter: ______

Press Releases / Newspaper articles: ______

TV/Radio: ______

Flyers: ______

Billboards: ______

Other (Please specify): ______

Total reached in September-December 2016: ______

Progress Report #1

Education and Outreach

Impact January 2017

  1. Is your marketing program effective? Why or why not?
  2. How do your clients hear about you? Do you have the data to back that up?
  3. What and where is your marketing/education and outreach focus?
  4. How many people do you think you reached by each of the following ways:

Word of mouth: ______

Returning clients: ______

Facebook: ______

Twitter: ______

Press Releases / Newspaper articles: ______

TV/Radio: ______

Flyers: ______

Billboards: ______

Other (Please specify): ______

Total reached in January 2017: ______

Site and Volunteer Stats

Free tax prep sites
Paid staff
Paid staff hours
Volunteers
Volunteer hours for training (pre-season)
Volunteer hours for actual tax preparation
Volunteer hours for financial education/coaching
Volunteer hours for other than greeters, screeners, preparers (back office)

Name of Coalition:______

Progress Report #2 -Due February 28, 2017

Date Submitted:______Prepared by:______

Data / Results
# Federal returns prepared (efiled)
# Federal returns (paper filed)
Total amount in federal refunds
Average refund amount
Tax prep savings ($200/per)
# Eligible for EITC
% EITC eligible
Average EITC refund
Total amount in EITC refunds
# Eligible Child Tax Credit
% Eligible for Child Tax Credit
Average CTC
Total amount CTC
# Eligible for Additional CTC
Total amount Additional CTC
Total CTC and Additional CTC
# Eligible for Education Credits
Average Education Credit
Total amount Education Credits
# Requesting Direct Deposit
# Requesting Split Refund
Average Adjusted Gross Income
# Virginia returns prepared
Total amount Virginia Refunds
# Returns filed through FSA/Free File
# Returns filed through MyFreeTaxes
# Returns filed through (other)

Progress Report #2

Education and Outreach

IMPACT February

  1. Is your marketing program effective? Why or why not?
  2. How do your clients hear about you? Do you have the data to back that up?
  3. What and where is your marketing/education and outreach focus?
  4. How many people do you think you reached by each of the following ways:

Word of mouth: ______

Returning clients: ______

Facebook: ______

Twitter: ______

Press Releases / Newspaper articles: ______

TV/Radio: ______

Flyers: ______

Billboards: ______

Other (Please specify): ______

Total reached in February 2017: ______

Site and Volunteer Stats (Cumulative)

Free tax prep sites
Paid staff
Paid staff hours
Volunteers
Volunteer hours for training (pre-season)
Volunteer hours for actual tax preparation
Volunteer hours for financial education/coaching
Volunteer hours for other than greeters, screeners, preparers (back office)

Name of Coalition:______

Progress Report #3 -Due March 31, 2017

Date Submitted:______Prepared by:______

Data / Results
# Federal returns prepared (efiled)
# Federal returns (paper filed)
Total amount in federal refunds
Average refund amount
Tax prep savings ($200/per)
# Eligible for EITC
% EITC eligible
Average EITC refund
Total amount in EITC refunds
# Eligible Child Tax Credit
% Eligible for Child Tax Credit
Average CTC
Total amount CTC
# Eligible for Additional CTC
Total amount Additional CTC
Total CTC and Additional CTC
# Eligible for Education Credits
Average Education Credit
Total amount Education Credits
# Requesting Direct Deposit
# Requesting Split Refund
Average Adjusted Gross Income
# Virginia returns prepared
Total amount Virginia Refunds
# Returns filed through FSA/Free File
# Returns filed through MyFreeTaxes
# Returns filed through (other)

Progress Report #3

Education and Outreach

IMPACT March

  1. Is your marketing program effective? Why or why not?
  2. How do your clients hear about you? Do you have the data to back that up?
  3. What and where is your marketing/education and outreach focus?
  4. How many people do you think you reached by each of the following ways:

Word of mouth: ______

Returning clients: ______

Facebook: ______

Twitter: ______

Press Releases / Newspaper articles: ______

TV/Radio: ______

Flyers: ______

Billboards: ______

Other (Please specify): ______

Total reached in March 2017: ______

Site and Volunteer Stats (Cumulative)

Free tax prep sites
Paid staff
Paid staff hours
Volunteers
Volunteer hours for training (pre-season)
Volunteer hours for actual tax preparation
Volunteer hours for financial education/coaching
Volunteer hours for other than greeters, screeners, preparers (back office)

Name of Coalition:______

Progress Report #4 -Due April 28, 2017

Date Submitted:______Prepared by:______

Data / Results
# Federal returns prepared (efiled)
# Federal returns (paper filed)
Total amount in federal refunds
Average refund amount
Tax prep savings ($200/per)
# Eligible for EITC
% EITC eligible
Average EITC refund
Total amount in EITC refunds
# Eligible Child Tax Credit
% Eligible for Child Tax Credit
Average CTC
Total amount CTC
# Eligible for Additional CTC
Total amount Additional CTC
Total CTC and Additional CTC
# Eligible for Education Credits
Average Education Credit
Total amount Education Credits
# Requesting Direct Deposit
# Requesting Split Refund
Average Adjusted Gross Income
# Virginia returns prepared
Total amount Virginia Refunds
# Returns filed through FSA/Free File
# Returns filed through MyFreeTaxes
# Returns filed through (other)

Progress Report #4

Education and Outreach

Impact forApril

  1. Is your marketing program effective? Why or why not?
  2. How do your clients hear about you? Do you have the data to back that up?
  3. What and where is your marketing/education and outreach focus?
  4. How many people do you think you reached by each of the following ways:

Word of mouth: ______

Returning clients: ______

Facebook: ______

Twitter: ______

Press Releases / Newspaper articles: ______

TV/Radio: ______

Flyers: ______

Billboards: ______

Other (Please specify): ______

Total reached in April 2017: ______

Site and Volunteer Stats (Cumulative)

Free tax prep sites
Paid staff
Paid staff hours
Volunteers
Volunteer hours for training (pre-season)
Volunteer hours for actual tax preparation
Volunteer hours for financial education/coaching
Volunteer hours for other than greeters, screeners, preparers (back office)

Final Coalition Report

Due May 19, 2017by mail (one original and three copies)

Final coalition report should include the following sections. Any omissions or failure to follow this outline may impact future funding.

  1. Cover letter with Summary
  1. Final Coalition Data Results- Change from last year column must be completed with quantifiable results
  1. Outreach and Education Results-Cumulative for all months
  1. Copies of Support Letters written to members of General Assembly (thanking members for funding and continued support of funding)
  1. Tax Season Narrative: should includeseparate sections for:
  1. Did you meet your goals and objectives –why or why not?
  2. Success stories (testimonials, quotes)
  3. Challenges and how you overcame them
  4. Unique collaborations or partnerships
  5. Marketing techniques
  6. Elected official collaboration
  7. Volunteer recognition
  8. Best Practices (what do you consider to be the best aspect of your program?)
  9. Measurable Objectives for next year
  1. Final Budget
  1. Copies of newspaper articles and/or website articles
  2. Name of paper/website
  3. Date published
  4. Provide copy of article or link
  5. Distribution (how many people saw/read the article, how many people clicked on the website?)
  1. Photos (do you have a signed release?). Please include copies of photos in the report and email jpegs of photos to .

Final Coalition Results - 2016 Tax Season

Data / Results / Change from last year
# Federal returns prepared (efiled)
# Federal returns (paper filed)
Total amount in federal refunds
Average refund amount
Tax prep savings ($200/per)
# Eligible for EITC
% EITC eligible
Average EITC refund
Total amount in EITC refunds
# Eligible Child Tax Credit
% Eligible for Child Tax Credit
Average CTC
Total amount CTC
# Eligible for Additional CTC
Total amount Additional CTC
Total CTC and Additional CTC
# Eligible for Education Credits
Average Education Credit
Total amount Education Credits
# Requesting Direct Deposit
# Requesting Split Refund
Average Adjusted Gross Income
# Virginia returns prepared
Total amount Virginia Refunds
# Returns filed through FSA/Free File
# Returns filed through MyFreeTaxes
# Returns filed through (other)

Final Report

Outreach and Education

IMPACT THIS TAX SEASON

  1. Is your marketing program effective? Why or why not?
  2. How do your clients hear about you? Do you have the data to back that up?
  3. What and where is your marketing/education and outreach focus?
  4. How many people do you think you reached by each of the following ways:

Word of mouth: ______

Returning clients: ______

Facebook: ______

Twitter: ______

Press Releases / Newspaper articles: ______

TV/Radio: ______

Flyers: ______

Billboards: ______

Other (Please specify): ______

Total reached this tax season: ______

Site and Final Volunteer Stats

Free tax prep sites
Paid staff
Paid staff hours
Volunteers
Volunteer hours for training (pre-season)
Volunteer hours for actual tax preparation
Volunteer hours for financial education/coaching
Volunteer hours for other than greeters, screeners, preparers (back office)

Final Project Budget

(State Fiscal Year July 1, 2016-June 30, 2017)

Budget Category / Request / Actual
Rent/Office space
Personnel
Travel
Equipment
Printing
Advertising/Promotion
Television/Radio/Billboards
Web Design/Maintenance
Telephone/Internet
Office Supplies
Mailing costs
Training
Volunteer Recruitment
Meals/Recognition
Financial Education
Conferences
Indirect Costs (10% or less)
Other (define)
Other (define)
Total

1