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Boston Tax Help Coalition

 43 Hawkins Street
 Boston, MA 02114
[P] (617) 9185259
[F] --
www.bostontaxhelp.org
[email protected]
Mimi Turchinetz
Facebook Twitter
INCORPORATED: 2001
 Printable Profile (Summary / Full)
EIN 04-2681311

LAST UPDATED: 10/03/2016
Organization DBA --
Former Names Boston Earned Income Tax Credit Coalition (2015)
Organization received a competitive grant from the Boston Foundation in the past five years Yes

Summary

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Mission StatementMORE »

The mission of the Boston Tax Help Coalition (formerly known as Boston Earned Income Tax Credit Coalition; the Coalition) is to broaden pathways from poverty to financial empowerment by maximizing the impact of the Earned Income Tax Credit and other tax credits through quality, free tax preparation, financial education and economic stability opportunities.

Mission Statement

The mission of the Boston Tax Help Coalition (formerly known as Boston Earned Income Tax Credit Coalition; the Coalition) is to broaden pathways from poverty to financial empowerment by maximizing the impact of the Earned Income Tax Credit and other tax credits through quality, free tax preparation, financial education and economic stability opportunities.

FinancialsMORE »

Fiscal Year July 01, 2016 to June 30, 2017
Projected Income $551,000.00
Projected Expense $541,954.00

ProgramsMORE »

  • Ambassador Program
  • Disability Initiative
  • Financial Check up
  • Volunteer Tax Assistance Program

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

The mission of the Boston Tax Help Coalition (formerly known as Boston Earned Income Tax Credit Coalition; the Coalition) is to broaden pathways from poverty to financial empowerment by maximizing the impact of the Earned Income Tax Credit and other tax credits through quality, free tax preparation, financial education and economic stability opportunities.

Background Statement

The Coalition is a community-based public-private partnership that has provided leadership to the anti-poverty and tax equity field in Boston for over a decade. Launched in 2001, the Coalition came together to address and remedy the $10 million of unclaimed earned income tax credit (EITC) dollars that were left on the table in the City of Boston (2001 IRS estimates). Operations have expanded from serving just 400 taxpayers at 12 sites and returning $800,000 in 2002, to aiding 12,843 low and moderate-income (LMI) taxpayers and generating over $24.5 million in refunds and credits in 2016 at 37 community-based tax sites. Programs and services strive to provide fully inclusive activities for both taxpayers with disabilities and Limited English Proficiency (LEP) taxpayers, both of whom are found to under-utilize financial capability services due to numerous barriers. As a testament to its success, the Coalition has been selected as one of the several grantees for multi-year funding from the IRS Volunteer Income Tax Assistance (VITA) Grant.

The Coalition maximizes tax time through integrating an individualized financial assessment, the Financial Check-up (FCU), into tax service delivery. Taxpayers are provided an active, one-on-one credit building service by a volunteer Financial Guide who reviews the taxpayer's credit report and provides recommendations to the taxpayer. The result of this activity can boost credit scores and provide an annual credit building plan. In addition, clients also are given referrals to other services. Piloted at one location in 2012, the FCU expanded to five sites in 2013 and eight sites in 2016. 3,470 taxpayers received a FCU in 2016, representing a 27% increase from 2015.

The Coalition is a cross sector collaboration with long standing and effective relationships with numerous key partners, including community-based organizations, foundations, federal regulators, and educational institutions, key members of the business community and state and local government agencies. Moreover, the Coalition’s anti-poverty efforts have been recognized and supported by the new Mayoral administration in Boston. In October of 2014, the Coalition became an integral component of the Office of Financial Empowerment, a new initiative that seeks to help all Bostonians access opportunities and resources critical for wealth building and an improved quality of life.


Impact Statement

Tax Season 2016’s key accomplishments:

1. Nine new sites were added to bring the footprint up to 37 community tax sites across Boston. New partners included Boston Housing Authority-Charlestown, Bunker Hill, Brazilian Women’s Group, Chinese Progressive Association, Boston Medical Center- Boston Medical Center (Street Cred) and CVC Unido.

2. 9 tax sites offered 3,470 taxpayers the Financial Check-up credit building service, and 2,328 credit reports were pulled and analyzed for taxpayers, representing a 27% increase from tax season 2015;

3. A new Volunteer Management System was implemented, resulting in 372 active volunteers serving at sites, which was about a 44% increase from 2015.

Goals and objectives for 2017:

1. Free, high quality tax preparation will be expanded to 39 sites to serve more LMI residents, LEP taxpayers and taxpayers with disabilities.

a. 13,240 taxpayers will be served, including 3,442 (26%) LEP taxpayers and 1,986 (15%) taxpayers with disabilities;

b. $25.3 million federal tax credits and refunds will return to taxpayers, a 3% increase from $24.5 million in 2016; this will save taxpayers $3.6 million in fees from predatory tax services;

c. 70% of taxpayers will report being satisfied with services received at the tax sites.

2. The Financial Check-up program will be expanded to 13 sites to provide 5,000 taxpayers with a free and tailored one-on-one financial assessment.

a. Expand the FCU from 9 to 13 sites;

b. 70% of free tax preparation recipients at these locations will receive the FCU(about 5,000 taxpayers); and 60% of them (3,000) will have credit reports analyzed and receive a one-year credit building plan;

c. 10% of FCU participants will take advantage of one or more of the recommendations provided;

d. 50% of FCU participants will report an increase in understanding aspects of their financial position including their credit score and interest rates on their debt and their financial well-being.


Needs Statement

1. Although there has been significant growth in the free tax preparation program over the years, we are still not reaching enough taxpayers who need these services. We need to better serve taxpayers who qualify for the earned income credit as well as new taxpayers. We know we are still leaving over $5 million dollars in earned income credit on the table. Sustainable funding will be needed to continue providing this service to LMI Bostonians and to continue to grow and develop the wealth building components of this program.

2. Asset building and providing financial capability for all taxpayers who are served is a goal. Currently we serve close to 13,000 taxpayers, however only about 3,500 receive a Financial Check-up. Providing some financial capability service to all taxpayers served is a priority. Expanding the asset building staff by adding an assistant program manager with program evaluation capacity will be needed.

3. Expanding our capacity to serve the immigrant communities and people with disabilities in Boston is a significant need. The ASL Task Force was an innovative collaboration that requires sustainable resources to cover the ASL interpreters cost; the eight seasonal Ambassadors will also need resources.

4. Volunteer Management has been improved but still faces the challenge of increase the ratio of volunteer who are placed at site versus the total registered volunteers.

5. Robust research should be on the agenda. Evidence based evaluations must be planned and implemented. A research budget and plan must be developed that includes funding for control group research costs, pulling credit reports, staff dollars and other funding needs.


CEO Statement

As I contemplate the Boston Tax Help Coalition successes and challenges, I want to recognize the hard working Bostonians who have come to obtain services from thousands of volunteers over the past 15 years in every neighborhood of Boston. The mom who leaves work early, picks up her kids at day care and rushes on the bus to get to a community tax site to have her taxes completed. Her kid can take home a book, thanks to a partnership with Read Boston. The immigrant household who knows about the Dot House site because the Cape Verdean Ambassador has dropped off flyers at a local restaurant. Or the elder gentleman who has been coming to the Roxbury Center for a decade, and trusts that the volunteers and staff will treat him with respect and give him the refund he has worked so hard for.

I salute and thank you all. We are so pleased that volunteers return year after year, that taxpayers trust us and know that our services are anti-predatory and we are committed to their financial wellbeing. And thank you to the funders and numerous partners that help us to produce such a great service for so many deserving residents in Boston.

However, there is always more to do. In a City where wealth disparities are off the charts, we cannot rest. Please join us in our mission to provide opportunity and equal access to wealth building strategies to Bostonians. Your company can help. Create a team and serve at a tax site, providing financial counselling or tax preparation. Make a donation to support a bi-lingual, bicultural outreach worker explain taxes and the earned income credit to a new refugee. Or join a working group and create an innovative financial product to help build financial security in the community. We look forward to working with you to help build financial stability for hard working families.

Board Chair Statement

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Geographic Area Served

GREATER BOSTON REGION, MA
City of Boston- Allston/ Brighton
City of Boston- Chinatown/ Leather District
City of Boston- North Dorchester
City of Boston- South Dorchester
City of Boston- Downtown
City of Boston- East Boston
City of Boston- Jamaica Plain
City of Boston- Roxbury
City of Boston- South Boston
City of Boston- West Roxbury
City of Boston- Citywide (Indiv. neighborhoods also listed)
City of Boston- Citywide (Indiv. neighborhoods also listed)
City of Boston- Allston/ Brighton
City of Boston- Chinatown/ Leather District
City of Boston- North Dorchester
City of Boston- South Dorchester
City of Boston- Downtown
City of Boston- East Boston
City of Boston- Jamaica Plain
City of Boston- North End
City of Boston- Roxbury
City of Boston- South Boston
City of Boston- West Roxbury
GREATER BOSTON REGION, MA
City of Boston- Hyde Park
City of Boston- Mattapan
City of Boston- Charlestown
Services are available to all eligible low and moderate-income residents in Boston as well as adjoining communities. There are free community based tax and asset building centers in most neighborhood of Boston, including Allston/Brighton, Chinatown, Dorchester, Downtown, East Boston, Roslindale, Roxbury, Jamaica Plain, Mattapan, the South End, South Boston. We seek to expand into neighborhoods that are underserved for next tax season, including Hyde Park, South Boston, East Boston and Allston/Brighton.

Organization Categories

  1. Community Improvement, Capacity Building - Community Coalitions
  2. -
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

No

Programs

Ambassador Program

The Ambassador Program serves immigrants who may not be utilizing the EITC or filing their taxes due to language and cultural barriers. The Program educates immigrants on tax credits and filing requirements and provides tax preparation and asset building services in seven languages. The Ambassador team consists of a Program Coordinator and seven to eight community leaders who act as “Ambassadors”. These Ambassadors speak one or more of seven languages respective to each community:  Chinese, Vietnamese, Somali, Cape Verdean Creole, Haitian Creole, Portuguese and Spanish; and their core services include multi-language tax law education, tailored asset building services, and community outreach.  The Coalition continues to expand its service delivery to Boston’s immigrant communities and in 2017 will add an Arabic Ambassador.  In 2016, 13.9% taxpayers self-identified as having lower than average English Fluency, representing at least 1,785 limited English proficient taxpayers served.  


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Budget  $122,612.00
Category  Civil Rights, Social Action & Advocacy, General/Other Ethnic Groups' Rights & Racial Equality
Population Served Immigrant, Newcomers, Refugees Adults Families
Program Short-Term Success  Short term success for the Ambassador Program will find fully funded staff and Ambassadors that are able to get started in their outreach and education duties by mid-October. All the materials to market the tax and asset building program will be translated and ready for distribution. Ambassadors will have recruited the necessary bi-lingual volunteers and these volunteers will be trained with culturally competent training methods. Tax sites will be staffed with a full complement of multi-cultural volunteers. The Taxpayer survey and other evaluation tools will be translated and in full use. Tracking and the ability to devise strategic interventions will be occurring for the immigrant communities.
Program Long-Term Success 

Over the long term we envision a fully inclusive program that has complete bilingual capacity at all Coalition tax sites. The immigrant communities will know that the tax and asset building centers are hospitable and competent and they participate without hesitation. The volunteer cadre at all sites is fully bilingual and can provide ITINs where needed. The survey and all materials will be translated into all relevant languages and we will have added Arabic, Russian, Farsi and several African languages as needed.

The asset building programs will be completely bilingual and culturally competent for all languages and we will be tracking data and impacting poverty measures for all priority immigrant groups.

 

Program Success Monitored By 

Each year, taxpayers served by the Coalition participate in a taxpayer survey. This extensive 45 question survey was developed in collaboration with researchers at the Federal Reserve Bank of Boston. Questions on this survey collect demographic information: tax filing history, spending habits, use of financial services, behavior, and financial needs. An annual Taxpayer Data Report will be developed to become the Coalition’s primary method for measuring success each year. Ambassadors are also actively involved in the evaluation process. The Ambassadors meet post tax season to review the strengths and challenges of their program and to suggest modifications for the upcoming tax season.

The Taxpayer survey has been translated informally into several languages, however the process must be formalized. The ability to understand the characteristics and outcomes of taxpayers from different immigrant communities must be added to the evaluation process.

 

Examples of Program Success 

The Ambassador Program was created to serve Boston’s immigrant communities in a culturally competent way. Additionally the program helps to acclimate immigrant communities as to the culture of money in the United States and is a leadership program as well. The former Ambassador Coordinator was a young man from Ecuador. He came to this country 10 years ago with little English. He was drawn to the volunteer tax preparation opportunity at HOPE, the Latino focused tax site in Jamaica Plain. He was a volunteer for several years, became a site coordinator, shifted into a role as a Latino Ambassador, and was the Ambassador Coordinator.  He credits the Coalition and the opportunities he availed himself of throughout the past decade for his ability to learn the English language, build leadership skills, apply and complete a Master’s program and to excel. This represents that best of what the Ambassador program can do.


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Disability Initiative

The Disability Initiative serves taxpayers with disabilities. All services are available to taxpayers with disabilities and volunteers and staff are trained on People First, disability friendly service methods. In 2015, an ASL (American Sign Language) Task Force was developed to address the needs of the Deaf and Hard of Hearing community in collaboration with the National Disability Institute (NDI), DEAF Inc., the Mayor’s Commission for People with Disabilities and others. This partnership has been remarkable in both work accomplished and trust built between the partners. While planning and activities take place in a fully bi-lingual environment, using ASL and English, Deaf and Hard of Hearing Taxpayers are being served successfully. In the 2016 tax season, 2 ASL Days were held at DEAF Inc. and Urban Edge CDC, offering fully accessible, ASL interpreted free tax preparation services to 37 Deaf and Hard of Hearing taxpayers.

Budget  $21,025.00
Category  Community Development, General/Other Community Economic Development
Population Served Elderly and/or Disabled Adults Families
Program Short-Term Success 

For the tax season 2017, the Coalition will better serve taxpayers with disabilities and integrate the Financial Check-up for taxpayers with disabilities. A part-time Disability Ambassador will be hired. Relationships with new disability-focused organizations will be fostered, and intensive outreach will be conducted to expand tax and asset building services for taxpayers with disabilities. Additionally, the new Disability Ambassador will assist the Asset Building Coordinator to expand the FCU and make this service fully accessible for taxpayers with disabilities.

a) Continue to provide free, high quality tax preparation at all tax sites and increase the number of taxpayers with disabilities served from 12.9% of total taxpayers served in 2016 to 14% in 2017;

b) Operate 3 ASL Tax Days at partner’s sites to serve 50 Deaf and Hard of Hearing taxpayers;

c) Provide Financial Check-up at 10 tax sites in Tax Season 2017, and have at least 20 taxpayers with disabilities served.

Program Long-Term Success 

Over the long term we envision a fully inclusive program that has full capacity at all the tax sites to serve taxpayers with disabilities. The disability communities know that the tax and asset building centers will be inclusive, reasonable accommodation will be provided upon request and taxpayers with disabilities will participate without hesitation. More partnerships with disability-focused organizations will be formed, and the ASL Task Force model will be implemented in additional disabilities communities.

The asset building program will be completely accessible for people with disabilities and we will be effectively tracking data and impacting poverty measures.
Program Success Monitored By 

Same tools used as for the Volunteer Tax Assistance Program and Financial Check-up Program.

Examples of Program Success  Our former Disability Ambassador shared a story:" As a person with a disability, I know my community and I am generally seen by others as unable to have an impact. While serving as the Coalition's Disability Ambassador, I had the opportunity to actively impact the lives of people with disabilities, and to work with the Coalition to empower our communities.

I had the chance to work with one man, a veteran in his late thirties, who was had a disability and was homeless. He indicated his concern that he had no mailing address. I provided him with information on obtaining a post office box, and information for the Homeless Veterans Shelter. We held his tax return until he returned with an address. He came back and told us that he was using his return to rent a room at a friend's house -- so he could access the services we spoke about. This man saw a flyer for free tax preparation, recognized an opportunity and he received more than just a tax return -- he received a chance."

Financial Check up

The Financial Check-Up (FCU) service is a credit building opportunity for all taxpayers at the Coalition’s participating community-based free tax preparation sites. The FCU is delivered by trained volunteer Financial Guides who provide credit advising and financial recommendations to participants based on financial indicators in their credit report. The Check-up consists of screening tax clients for tax preparation readiness; running the taxpayer’s credit report and FICO score and providing an analysis and recommendations in a one year plan.

While the FCU has been a tax season service, the Coalition is developing it as a stand-alone tool. It will be modified for different constituencies with various needs, such as Boston Public School parents, sole proprietors, entrepreneurs and ESOL students.
Budget  $201,921.00
Category  Civil Rights, Social Action & Advocacy, General/Other Ethnic Groups' Rights & Racial Equality
Population Served Adults Immigrant, Newcomers, Refugees People/Families with of People with Disabilities
Program Short-Term Success 

In the 2017 tax season, the Financial Check-up will:


a. Expand the FCU from 9 to 13 sites

b. 70% of free tax preparation recipients at these locations will receive the FCU(about 5,000 taxpayers); and 60% of them (3,000) will have credit reports analyzed and receive a one-year credit building plan;

c. 10% of FCU participants will take advantage of one or more of the recommendations provided; and

d. 50% of FCU participants will report an increase in understanding aspects of their financial position including their credit score and interest rates on their debt and their financial well-being.

Program Long-Term Success 

The Financial Check-up will be available at all Coalition locations and for all taxpayers served. Financial Guides will be multi-lingual and trained with a more robust understanding of asset building strategies, workforce development and benefits, and financial stability tools such as credit advising and financial planning. An on-line component will have been developed that allows for optimizing the session. The financial indicators will be more sophisticated and tracked electronically to better measure impact. The tool will have the capacity to link to financial coaching on-line services as requested by the taxpayer. A feedback loop will have been developed with service referrals for effectiveness of referral and impact. 75% of clients will have made progress on one of the recommendations in their financial plan from the prior year. Credit scores will have improved for 50% of clients. Additionally, the average credit score for taxpayers served at Coalition sites will be 700.

Program Success Monitored By 

Tracking takes place through both the FCU forms as well as credit reports. When clients have agreed, through consent forms, to participle in the FCU, tracking of participant credit building progress will take place over the summer through surveys and phone interviews.  Satisfaction surveys are included in the evaluation process as well. FCU forms are maintained by the Coalition and can be referred to for the follow-up. Credit reports and Financial Guide notes are retained for follow-up with clients. Survey questions provide insight on taxpayer’s success with paying down debt, addressing identity theft and additional wellness measures. Additional credit pulls can be used to verify improved credit scores and measure taxpayer activity. 


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Examples of Program Success 

One of the interviewees, Elenor age 37, the mother of two and holds a two-year college degree described that in 2012 she had a good score and the following year she noticed her score had fallen significantly. She had a few collections and 14 student loans. She had paid on the collections but the financial guide recommended that she get some additional guidance. Elenor decided to sign up for the financial coaching program that Boston Tax Help Coalition offered year-round. She began the program in 2013. Elenor successfully completed the program a year later by repairing her credit and consolidating her student loans.  She recently was able to qualify for a mortgage and bought a small condo.


Volunteer Tax Assistance Program

Free tax preparation is our core service. Every year tax services and asset building are available to eligible low and moderate-income taxpayers in Boston. In 2016, 758 volunteers expressed interest in serving as tax preparation volunteers, while 335 completed training and were IRS certified. 372 volunteers (including volunteer Financial Guides) actively contributed their time and effort at the Coalition’s community-based tax sites. Under the supervision of Site Coordinators, volunteers met with over 13,000 clients and prepared tax returns electronically. The annual program goal is to maximize the taxpayer’s federal return, including the EITC and other tax credits that otherwise might go unclaimed. The Coalition is committed to full inclusion for people with limited English proficiency and taxpayers with disabilities. Disability sensitivity training is provided to all staff and volunteers. Volunteers also provide credit advising, FICO scores analysis and additional service referrals.

Budget  $196,397.00
Category  Civil Rights, Social Action & Advocacy, General/Other Ethnic Groups' Rights & Racial Equality
Population Served Adults Immigrant, Newcomers, Refugees People/Families with of People with Disabilities
Program Short-Term Success 

For tax season 2017, the Coalition expects to have the free, high quality tax preparation expanded to 39 sites to serve more LMI residents, LEP taxpayers and taxpayers with disabilities.

a. 13,240 taxpayers will be served, including 3,442 (26%) LEP taxpayers and 1,986 (15%) taxpayers with disabilities;

b. $25.3 million federal tax credits and refunds will return to taxpayers, a 3% increase from $24.5 million in 2016; this will save taxpayers $3.6 million in fees from predatory tax services;

c. 70% of taxpayers will report being satisfied with services received at the tax sites.

20-25 taxpayers will have an entrepreneurship mentor and will be working on a plan to develop their entrepreneurship strategy.
Program Long-Term Success 

Financial services in Boston will no longer be predatory. Free tax preparation will be fully funded and at scale, providing close to 20% of the market share, thus tipping the scales and having paid preparers bring down their fees and provide affordable services to complement our free services. The financial services industry will be collaborative, with all of the industry working to benefit LMI taxpayers.

The Financial Checkup will be provided to all taxpayers served, resulting in an average credit score of 700 for Boston residents and all taxpayers will experience financial wellness.

The state EITC will reach 50% of the federal and the state budget will include a line item for free tax preparation and individual development account matches. Tax sites will have developed a strategy to use that 50% state EITC for homelessness prevention and Boston LMI residents will no longer be squeezed out of their neighborhoods due to real estate speculation and gentrification.

Program Success Monitored By 

Several tools are utilized to evaluate success and to measure outcomes. The IRS provides tracking capacity in a frequently issued E-File Production Report that provides accurate numbers of tax returns electronically submitted to the IRS, the number of EITC filers and the amount of the tax return dollars, etc. Additionally, the Coalition surveys every taxpayer, collecting demographics, tax filing history and financial capability demographics. An annual report has been developed out of this survey and is the Coalition’s primary method for measuring success.

The IRS tracker allows the Coalition to know what our production is in real time. The Taxpayer survey is a self-reported survey tool. With 45 questions, it provides a snapshot of the taxpayer’s demographics at return preparation time. The data is then linked to our software, TaxWise, and other credit advising data to evaluate our progress on outcomes and to develop strategies for improving services and crafting interventions.

Examples of Program Success 

One taxpayer described how viewing her credit report for the first time and discussing her debt with the financial guide influenced her to use some of her refund towards improving her credit. She went through credit advising (what the FCU was called in 2011):

When I first started, I remember having a Spanish guy, and he sat me down and gave me like a 15-minute crash course…. When I got my check, it was a decent size, it was a couple thousand dollars. I took $500 and paid some of that money to my old bills on my credit [report] and then I just…put some money in the bank and paid on my lights and gas and stuff like that, but I took $500 of that money and paid off some of my bills [on my credit report]. The next year, I did the same thing. For the five years that I got my [credit] report, I did that. I was able to make my low score come down [improve]. It took five years of getting tax money. Now I don’t get a lot of tax money. (Adrienne – age 49, administrative assistant).


CEO/Executive Director/Board Comments

The Coalition has grown dramatically over the past 15 years. Programs and services have expanded in response to community needs. Although we have been successful in providing some wealth building strategies and bridging the gap for neighborhood-based free tax preparation, need continues to eclipse capacity.

How do we reach scale, and what would scale look like in a city where wealth disparities are increasing? How can we provide financial wellness to our communities? We have arrived at a place where we need even more resources, more collaboration and a more robust effort. We can work with the IRS and our traditional partners to do more free tax returns, but we need a true citywide strategy to build and implement a credit building campaign. We need to double our efforts to work with partners and volunteers to help taxpayers save. And we need to reach Bostonians who have not been coming to our tax sites through developing financial tools that can be universal, on the web, mobile and creative.

Partners have been coming together to address wealth building and the racial wealth gap in numerous venues. A comprehensive strategy must be completed and implemented. This is a citywide effort and everyone has a role and should be at the table. We look forward to continuing to address these complex matters though our working groups and convening’s. Please get involved.

Management


CEO/Executive Director Ms Mimi Turchinetz
CEO Term Start Jan 2001
CEO Email [email protected]
CEO Experience

Mimi Turchinetz is the Assistant Deputy Director of the Mayor's Office of Financial Empowerment, and the Director of the Boston Tax Help Coalition and the Living Wage Administrator for the City of Boston. Turchinetz is an attorney who received a Juris Doctor from New England School of Law and a BA from University of Massachusetts at Amherst. Turchinetz is a long time community and political activist who focuses her work on economic development and community empowerment. She has been active in the Community Development field for two decades and is a founding member and the Vice-Chairperson of the Southwest Boston Community Development Corporation, a CDC in the Boston neighborhoods of Hyde Park and Roslindale. As the Director of the Boston EITC Coalition she has guided a partnership of community-based organizations and non-profits, members of the business community, federal regulators, and government agencies. These organizations work together to offer free tax preparation and asset building services throughout Boston. 

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Brian Robinson Operations Manager

Brian Robinson is currently the Operations Manager for the Boston Tax Help Coalition.  He studied history and secondary education atRogerWilliamsUniversityinMassachusetts.  Shortly after, in 2004 he began working with the Coalition as an Americorps VISTA volunteer.  In 2005 he transitioned to working as the Coalition’s Volunteer Coordinator, and took on training, technical assistance, data collection and management responsibilities. Over the past six years, he has worked extensively with site coordinators and Coalition partners.  

Awards

Award Awarding Organization Year
Dollarwise Innovation Grant US Conference of Mayors 2012
Community Service Leadership Award IRS 2009
Out of the Blue Award TBF 2008
Leadership Award National Disability Institute 2006

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Collaboration is at the core of how the Coalition operates through all facets of its work. The Coalition is a partnership of non-profit and community based organizations (CBOs), foundations, federal regulators, educational institutions, key members of the business community and state and local government agencies. All components of the annual tax campaign utilize partners and stakeholders in planning, program development and implementation.

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 2
Number of Part Time Staff 7
Number of Volunteers 372
Number of Contract Staff 4
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 4
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: 1
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan --
Business Continuity of Operations Plan --
Organization Policies And Procedures No
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
State Charitable Solicitations Permit --
State Registration --

Risk Management Provisions

--

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency No N/A

Governance


Board Chair Ms. Mimi Turchinetz
Board Chair Company Affiliation Boston Tax Help Coalition
Board Chair Term July 2005 - June 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Jason Andrade DotWell Voting
Luz Arevalo Greater Boston Legal Services Voting
Marques Benton Federal Reserve Bank of Boston Voting
Marques Benton Federal Reserve Bank of Boston Voting
Frank Borges 1199 SEIU United Health Care Workers Voting
Angie Camacho Action for Boston Community Development Voting
Aida Franquez Boston Private Bank and Trust Voting
Alan Gentle Roxbury Resource Center Voting
Rachel Goodman Boston Housing Authority Voting
Ms. Sahar Lawrence Urban Edge Voting
Leticia Paterlini Boston Tax Help Coalition Voting
Marline Poggys Internal Revenue Services Voting
Roxanne Reddington Wilde Action for Boston Community Development Voting
Brian Robinson Boston Tax Help Coalition Voting
Mimi Turchinetz Boston Tax Help Coalition Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 4
Asian American/Pacific Islander: 0
Caucasian: 6
Hispanic/Latino: 4
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 9
Male: 5
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Under Development
Percentage of Monetary Contributions 10%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation No

Standing Committees

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CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
$108,000 $149,000 $129,500
Government Contributions $117,960 $117,960 $127,000
    Federal $117,960 $117,960 $127,000
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $655 $1,910 $1,135
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $253,344 $205,943 $239,209
Administration Expense $20,606 $23,010 $21,664
Fundraising Expense $37,759 $42,613 $37,765
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.73 0.99 0.86
Program Expense/Total Expenses 81% 76% 80%
Fundraising Expense/Contributed Revenue 17% 16% 15%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets -- -- --
Current Assets -- -- --
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets -- -- --

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Credit Line No
Reserve Fund No
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities -- -- --

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

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Foundation Comments

Boston Tax Help Coalition is fiscally sponsored by Boston Local Development Corporation (BLDC) for the purposes of receiving foundation grants and individual gifts. Boston Tax Help Coalition has received funds from government sources that have been administered by EDIC, a division of the Boston Redevelopment Authority (BRA), as opposed to BLDC. Numbers in charts and graphs are per internal records covering the compilation of both funds to show the full scope of work.  Audits and 990s posted above are for the fiscal agent, BLDC.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

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2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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