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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
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INCORPORATED: 2001
 Printable Profile (Summary / Full)
EIN 04-2681311

LAST UPDATED: 12/14/2017
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 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 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, 2017 to June 30, 2018
Projected Income $438,920.00
Projected Expense $437,292.00

ProgramsMORE »

  • Ambassador Program
  • Disability Initiative
  • Financial Check-Up and Asset Building
  • Volunteer Tax Preparation

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

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 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 Boston Tax Help Coalition is a cross-sector collaboration that launched in 2001 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). In its first tax season, Coalition partners served 400 taxpayers at 12 sites and returned $800,000 dollars back to the community. Since then, Coalition services have grown dramatically. In 2017, 13,392 LMI taxpayers were served at 37 sites, generating over $26.7 million in refunds and credits. Coordinated by Coalition central staff, all services are planned and implemented in conjunction with volunteers, key partners, and state and local government agencies. Under the Walsh administration, the Coalition has become a legacy program in the Mayor’s Office of Financial Empowerment, a new initiative which seeks to help all Bostonians access opportunities and resources critical for wealth building and an improved economic quality of life.

Coalition programs aim to build both community and individual self-efficacy among its core constituency by providing free tax preparation, financial capability and wealth-building services. The Coalition believes that tax preparation can provide a bridge to financial stability through the utilization of credit building tools delivered in conjunction with tax services. Thus, the Financial Check-Up (FCU) was created as an innovative intake, eligibility screening and credit building tool incorporated prior to tax preparation at Coalition tax sites. This innovative service helps taxpayers build credit, increase their credit score and develop financial wellness.

All Coalition programs and services strive to be fully inclusive for limited-English proficiency taxpayers as well as taxpayers with disabilities, many of whom are found to under-utilize financial capability services due to numerous barriers. The Ambassador Program was developed in 2005 to integrate access to culturally competent and bilingual services for limited-English speaking residents. Ambassadors provide bilingual tax preparation, FCU credit building, translation, interpretation, and grassroots outreach in Spanish, Chinese, Vietnamese, Arabic, Somali, Haitian Creole, Cape Verdean Creole and Portuguese. Additionally, to serve the needs of Deaf and Hard of Hearing taxpayers, the ASL (American Sign Language) Task Force was created in 2015 and ASL interpretation is now available for tax preparation services.


Impact Statement

Non-predatory financial services are available to underserved communities in Boston. The Coalition strives to be fully inclusive, nonjudgmental, and committed to providing opportunities for all low and moderate-income Bostonians to build financial stability and share in the expansion and wealth creation taking place in Boston.

Five key accomplishments in FY17:

  • Free tax preparation remains a core service. 13,392 individuals obtained free tax services at 37 community-based locations, generating over $26.7 million in combined refunds and credits going directly to the pockets of consumers, and saving over $2.6 million in predatory fines and fees.
  • Credit building continues to expand during tax season with 3,696 taxpayers receiving a Financial Check-Up (FCU) assessment, including 2,248 taxpayers who received their credit reports and FICO score. FCUs were offered at 12 Coalition sites, including 4 new locations this past year.
  • Volunteers continue to serve the community through this annual campaign with 424 volunteers providing free tax preparation and credit building services.
  • Full inclusion continues to be a goal. Three ASL Super Saturday events provided tax preparation for 48 Deaf and Hard of Hearing taxpayers with American Sign Language interpretation.
  • Bilingual Super Tax Day events provided free tax preparation and wealth building services for limited-English speaking communities.

Four top goals for FY18:

  • Financial capability services will be strengthened and the foundational service of free tax preparation will continue. 13,660 individuals will receive free tax services.
  • 3,800 taxpayers will receive a free Financial Check-Up assessment and credit building plan.
  • 437 volunteers will provide free tax preparation and Financial Check-Up services.
  • Free tax preparation, credit building services, and outreach will be provided in 8 languages and with ASL interpretation.


Needs Statement

1. There has been impressive program growth over the past decade and a half, yet the percentage of taxpayers served who receive the Earned Income Tax Credit (EITC) has stagnated. Increasing the number of EITC recipients and targeting outreach to underserved communities continues to be a pressing need.

2. Credit building at tax time should be brought to scale. Research demonstrates that the FCU assessment is an effective credit building tool used at tax time, however more must be done to integrate this service year round.

3. Full disability inclusion continues to be an unmet need in the community. Increasing access to tax and asset building services for the ASL community and other taxpayers with disabilities continues to be a Coalition priority.

4. Immigrant taxpayers are under attack from the federal government. We will continue to provide a safe place for financial services to be provided. More resources are needed to better serve this key constituency.

5. Robust research must be expanded and evidence-based evaluations planned and implemented. A research budget and plan will include funding for control group research costs, pulling credit reports, staffing and other funding needs.


CEO Statement

 

Providing opportunity and access drives the Boston Tax Help Coalition. The Coalition prioritizes serving the community with relevant and culturally competent financial programs. Those of us who provide these needed services to the community to level the playing field are challenged to keep up with the more complicated needs of residents.

Collaboration is the name of the game, as is being honest about the limits of economic growth. Thus, leadership has been expanding partnerships and programs to better serve and impact our constituencies.


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- North End
City of Boston- Hyde Park
City of Boston- Mattapan
City of Boston- Charlestown
City of Boston- Roslindale
City of Boston- Fenway/ Kenmore
City of Boston- South End/Bay Village

 

The Coalition provides free tax preparation and financial capability services at Boston locations convenient to where people live and work. Many tax sites are based in neighborhoods with a larger share of economically disadvantaged residents and communities of color, including Allston-Brighton, Charlestown, Chinatown, Dorchester, East Boston, Hyde Park, Jamaica Plain, Mattapan, Roslindale, Roxbury, and South Boston.

Please check our website www.bostontaxhelp.org for all our current locations.

 

Organization Categories

  1. Community Improvement, Capacity Building - Economic Development
  2. Human Services -
  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 was developed in 2005 to provide culturally competent and bilingual services to new Bostonians who under-utilize financial empowerment services, the EITC, and free tax preparation due to language and cultural barriers. Seven bicultural Ambassadors serve the major immigrant communities in Boston: Arabic, Brazilian, Cape Verdean, Chinese, Haitian, Latino, and Vietnamese, providing grassroots outreach, interpretation, translation, tax services and financial education in eight languages, including English.

Ambassadors receive training in basic personal finances, tax law and preparation, the EITC, ITINs, leadership, and community organizing. Integrating culturally-competent taxpayer education with targeted outreach promotes long-term community financial empowerment. In early 2017, the Coalition added an Arabic Ambassador who is assisting Syrian and Iraqi refugees.

Budget  $78,187.00
Category  Civil Rights, Social Action & Advocacy, General/Other Ethnic Groups' Rights & Racial Equality
Population Served Immigrant, Newcomers, Refugees Adults Families
Program Short-Term Success 

For the upcoming year, a renewed organizational outreach strategy will rebuild old partnerships with immigrant and cultural CBOs and convert strong individual relationships into new partnerships, while continuing to support current collaborations.

  • An Ambassador Coordinator and 7 bilingual Ambassadors will conduct outreach and provide education in key immigrant communities;
  • Ambassadors will recruit a full complement of multi-cultural volunteers to provide bilingual services at tax sites;
  • All marketing materials for the tax and asset building programs as well as the taxpayer survey will be translated into culturally competent language for use before and during the tax season.

Program Long-Term Success 

Over the long term, we envision a fully inclusive free tax preparation and asset building program that has complete bilingual capacity at all Coalition sites. Limited English speaking taxpayers and the immigrant communities will know that the tax and asset building centers are hospitable and competent and they will participate without hesitation. The Coalition’s key tax and credit building documents, marketing materials and demographics survey will be translated into the various languages used by our clients and we will have added French, Russian, Farsi, and several African languages, as needed. Additionally, ITIN application services will be available from bilingual providers at Coalition sites and offered as a service year-round through our partners.

Program Success Monitored By 

All taxpayers served by the Coalition participate in a survey to collect demographic information and a financial wellness baseline. Survey results, in conjunction with data collected from the tax preparation software and anecdotal evidence from working in the community, help guide decisions each year about which languages to provide bilingual services in as well as where to conduct intensive outreach in the neighborhoods. The ability to understand the characteristics and outcomes of taxpayers from different immigrant communities are being integrated into the program’s evaluation process. Ambassadors are actively involved in evaluation, meeting after the tax season to review program strengths and challenges, and to suggest modifications for the upcoming tax season.

Examples of Program Success 

Our former Ambassador Coordinator was a young man from Ecuador who had come to this country a decade earlier knowing little English. He came to the Coalition through a volunteer tax preparation opportunity at HOPE, the Latino-focused tax site in Jamaica Plain. He was a volunteer for several years then became a site coordinator; next, he shifted into a role as a Latino Ambassador, and finally, became the Ambassador Coordinator. He credits the Coalition and the opportunities that presented themselves throughout the past decade for his ability to learn the English language, build leadership skills, and apply to and complete a Master’s program. His personal success story represents how the Ambassador Program touches lives and demonstrates the best of what it can do for people.


Disability Initiative

The Disability Initiative was created as a partnership with the National Disability Institute to provide integrated and inclusive outreach and service delivery for taxpayers with disabilities and their advocates throughout Boston. The ASL Task Force was created in 2015 to serve the needs of Deaf and Hard of Hearing taxpayers. Accomplishments include a tax site accessibility evaluation, implementing people-first trainings and developing an inclusive accommodation strategy. Additionally, at Super Tax Day events throughout the tax season, American Sign Language translation is available for free tax preparation services.

Budget  $19,605.00
Category  Community Development, General/Other Community Economic Development
Population Served Other Health/Disability Adults Elderly and/or Disabled
Program Short-Term Success 

For the 2018 tax season, the Coalition will continue to provide accessible services for taxpayers with disabilities, including:

  • Providing free, high quality, tax preparation services at accessible tax sites for 1,872 taxpayer households with a person living with a disability, representing a 3% increase over 2017;
  • Operating 3 ASL Super Tax Days at partner’s sites, serving 50 Deaf and Hard of Hearing taxpayers;
  • Providing 20 Financial Check-Ups for taxpayers with disabilities.

 

Program Long-Term Success 

Over the long term, we strive to provide fully inclusive tax and asset building programs with full capacity at all Coalition sites to serve taxpayers with disabilities. To be successful, the disability communities will be aware that the tax and asset building centers are inclusive, providing reasonable accommodations upon request, and taxpayers with disabilities will utilize the services without hesitation. Finally, more partnerships with disability-focused organizations will be formed, and the ASL Task Force model will be implemented for additional disabilities communities.

Program Success Monitored By 

The Disability Initiative uses the same evaluation tools as the Free Tax Preparation and Asset Building programs, including Taxpayer Surveys, credit reports and IRS data.

Examples of Program Success 

Our former Disability Ambassador shares this 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 and Asset Building

The Financial Check-Up (FCU) is a complementary service provided during the tax encounter that helps taxpayers build credit. Providing access to financial empowerment opportunities during tax preparation has provided clients with access to financial services tailored to their needs, as well as service referrals that can assist them to work towards financial stability. During this service, volunteer Financial Guides provide an individual assessment of the client’s credit report and FICO score. With the client, the Guide designs a simple credit building plan tailored through self-help solutions and referrals to other services; and if necessary, there is an option to be connected to additional long-term financial coaching.

Budget  $168,686.00
Category  Community Development, General/Other Community Economic Development
Population Served Adults Poor,Economically Disadvantaged,Indigent Minorities
Program Short-Term Success 

FCU participants gain basic knowledge about their personal credit report and FICO score and are provided with an opportunity at the tax sites to utilize simple financial products (e.g. purchasing a savings bonds, opening a bank account or direct deposit into a savings vehicle) as part of a tax refund savings strategy. By acting on one or more of the Financial Guide’s recommendations in the one year credit building plan, participants benefit by beginning or increasing savings, reducing debt, increasing or maintaining credit, or accessing economic stability referrals, as appropriate.

In the 2018 tax season:

  • 3,880 taxpayers will received a FCU, including 2,315 taxpayers who will have their credit report pulled, a 3% increase over 2017;
  • 14 tax sites will offer the FCU in conjunction with tax preparation;
  • 10% of FCU participants will take advantage of one or more of the recommendations provided;
  • 50% of FCU participants will report an increase in understanding their credit report.
Program Long-Term Success 

Long term benefits from the FCU program will result participant’s increased financial wellness, including improvements in key fiscal indicators and their sense of financial well-being. Demonstrated improvements in key financial indicators currently include increased credit scores, increased savings, and/or reduced debt. Participants also show an increased sense of financial well-being after working through the credit building action plan. Over time, these effects should continue to increase, helping families develop financial stability with a better ability to endure economic hardships and begin to get ahead. Scaling up the program to have the Financial Check-Up available at all Coalition tax locations as well as offered in the community year-round will increase financial opportunities for more residents.

Program Success Monitored By 

The Financial Check-Up has undergone a rigorous evaluation and demonstrates impact on credit scores and financial well-being.  TransUnion credit report information and FICO scores are gathered through a "soft-pull" for FCU participants, and for participants in the randomized-control study of the FCU, soft-pulls were repeated at intervals of 6 and 12 months.

Each year, a Survey Monkey questionnaire is provided three months after participants receive their credit-building plan to collect information on behavior and feelings of well-being. Participants who provided telephone contact information instead of an email address are administered the same questionnaire via a telephone call. In the upcoming year, to improve the standard of measuring financial well-being, the Coalition is integrating the rigorously designed CFPB Financial Wellness scale into pre- and post-measures to quantity participants' changes in their financial situation and developments in financial capability.

Examples of Program Success 

One client who had been laid off and was still out of work a year later came in for tax services. She had experienced financial hardship, including additional fees from her bank when the account balance dropped, and relied on public benefits to get by. When she came to prepare and submit her taxes, she also received a Financial Check-Up. After meeting with the Financial Guide, she felt she had a better understanding of her credit profile and was provided with resources about public benefits and financial literacy. She stated, “I thought I came here to only do my taxes but really I came here to better my life…This is reachable. You gave me the tools today on how to help myself to become more self-sufficient and financially secure. You helped me put my life in order”. She now shares information and resources with people in the community, including those she meets on the subway. To further improve her spending habits, she has signed up to receive additional long-term one-on-one coaching.


Volunteer Tax Preparation

Free tax preparation is one of the Coalition’s core services and is available to all eligible LMI taxpayers in Boston. Collaborating the IRS and community partners, tax preparation is offered at 35 locations throughout Boston. Each year, over 400 volunteers are recruited, trained and IRS-certified by Coalition staff and training partners. Volunteers meet with clients under supervision to prepare tax returns with the goal of maximizing the EITC and additional federal and state tax credits that might otherwise go unclaimed. Taxpayers also save hundreds of dollars per return by avoiding predatory paid preparers.

Inclusion is a priority and Super Tax Days provide fully-accessible free tax preparation with ASL interpretation for Deaf and Hard of Hearing taxpayers as well as separate events focusing on bilingual services for limited-English communities. All outreach and service delivery is available in eight languages, in recognition of the multi-cultural needs of Boston’s LMI community.

Budget  $193,273.00
Category  Community Development, General/Other Community Economic Development
Population Served Adults Immigrant, Newcomers, Refugees People/Families with of People with Disabilities
Program Short-Term Success 

In the 2018 tax season, the Coalition will provide quality, free tax preparation for LMI residents across 35 community tax sites, resulting in:

  • 13,794 taxpayers will be served, including 3,075 limited English proficiency taxpayers and 1,872 households with a person with a disability, a 3% increase over 2017;
  • $27.5 million in tax credits and refunds will be returned to taxpayers, a 3% increase over 2017;
  • Super Tax Day special events will focus on bicultural services offered in 8 languages as well as with ASL interpretation;
  • A marketing campaign focusing on the EITC and eligible taxpayers in conjunction with the National Consumer Law Center;
  • 385 Tax Preparer volunteers will train and become IRS-certified to prepare returns with taxpayers.
Program Long-Term Success 

Free tax services provide a conduit for residents to maximize state and federal credits and refunds, such as the EITC and Child Tax Credit. Through savings strategies encouraged by certified volunteers, taxpayers increase their savings, pay down debt and achieve greater financial stability. With greater fiscal stability, families can begin to get ahead and are more resilient when economic crises arise.

Increasing the state EITC would be significant for LMI taxpayers in the Commonwealth, helping to lift additional families above the poverty line. Advocating for raising the state EITC to 50% of the federal credit, from the current 23%, would be a great success. Not only does the EITC impact poverty through an infusion of tax return monies, it has also been shown to induce more people to enter the labor market and improve health outcomes in children. These advances will help reduce the income gap and wealth disparities in our community and the devastating effects they create for families.

Program Success Monitored By 

Evaluation is conducted annually to measure impact and gaps in service through various strategies, such as reviewing IRS reports and self-reported demographic and satisfaction survey responses.

IRS production reports supply accurate, up-to-date numbers, such as number of tax returns per site, the number of EITC filers, and the amount of the tax return dollars.

An annual Taxpayer Survey allows for an evaluation of the demographics and financial wellness of our taxpayers. The data from this self-report tool is linked to the tax preparation report data from the software provider as well as to other credit advising data in order to measure our outcomes. Data collection results in a snapshot of taxpayer demographics each year at tax time, monitor program success and respond during program planning to continually improve. An annual report has been developed out of these data collection efforts and is the Coalition’s primary method for measuring success.

Examples of Program Success 

Maximizing the tax preparation encounter as a credit building and financial stability opportunity works. One taxpayer stated:

“When I got my [refund] 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…put some money in the bank and paid on my lights and gas and stuff like that. 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.”

-Adrienne, age 49, administrative assistant

CEO/Executive Director/Board Comments

The Coalition has grown dramatically over the past 16 years. Programs and services have expanded in response to community needs. We have been successful in providing credit and wealth building strategies and bridging the gap for neighborhood-based free tax preparation, however need continues to eclipse capacity.

We have arrived at a place where we need even more resources, more collaboration and a more robust effort to meet the need. We are working with the IRS and our traditional partners to do more free tax returns, and are working with new partners in a true citywide strategy to build and implement a credit building campaign. We are also doubling our efforts to help residents with saving strategies at tax time.

The question remains: how can we provide financial wellness to our communities in a city where wealth disparities are increasing? 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 as 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 convenings. Please get involved.

Management


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

Mimi Turchinetz, Esq., is the Director of the Boston Tax Help Coalition and Assistant Deputy Director of the Mayor’s Office of Financial Empowerment. An attorney who received her Juris Doctor from the New England School of Law and a BA from University of Massachusetts at Amherst, Ms. Turchinetz is a longtime community advocate and economic justice professional who is committed to equity and financial empowerment. She has served the Commonwealth of Massachusetts as an Assistant District Attorney in Suffolk County, Staff Counsel to the Massachusetts Senate for the Joint-Committee on Insurance, and was appointed by Governor Deval Patrick to serve as a Commissioner on the Massachusetts Asset Development Commission. She is a Board member of Mothers for Justice and Equality and President of the Board of Directors of the Southwest Boston Community Development Corporation for the neighborhoods of Hyde Park and Roslindale.

As the Director of the Boston Tax Help Coalition, she has guided a partnership of community-based organizations and non-profits, members of the business community, federal regulators, and government agencies. Her vision of financial empowerment includes a world that is fully inclusive, promotes access and agency for all, and is truly democratic.

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

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
Brian Robinson Operations Manager

Brian Robinson studied history and secondary education at Roger Williams University in Rhode Island and came to the Coalition in 2004 as an AmeriCorps VISTA Volunteer member. The following year, he transitioned to the role of Volunteer Coordinator and took on training, technical assistance, data collection, and management responsibilities. Now as the Coalition’s Operations Manager, he is responsible for managing VITA-related operations.

Awards

Award Awarding Organization Year
Dollarwise Innovation Grant US Conference of Mayors 2012
Community Service Leadership Award IRS 2009
Out of the Blue Award The Boston Foundation 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 fundamental to the Coalition’s work. The Coalition is a partnership of nonprofit and community based organizations, foundations, federal regulators, educational institutions, members of the business community, and state and local government agencies. Partners and stakeholders engage in a shared vision and mission to plan, develop and implement the annual tax campaign and ancillary services, resulting in effective, culturally competent free tax preparation and asset building strategies for LMI taxpayers.

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 424
Number of Contract Staff 7
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 0
Caucasian: 6
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 1
Other (if specified): Middle Eastern
Gender Female: 7
Male: 2
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

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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
Lucy Colby StreetCred Voting
Aida Franquez Boston Private Bank and Trust Voting
Alan Gentle Roxbury Center for Financial Empowerment Voting
Rachel Goodman Boston Housing Authority Voting
Eric Mitchell Action for Boston Community Development Voting
Leneva Penton Urban Edge Voting
Marline Poggys Internal Revenue Service Voting
Jason Pollens JVS Voting
Jamila Puckerin Codman Square Health Center Voting
Roxanne Reddington Wilde Action for Boston Community Development Voting
Brian Robinson Boston Tax Help Coalition Voting
Nerissa Smith Internal Revenue Service 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: 6
Asian American/Pacific Islander: 0
Caucasian: 6
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 1
Other (if specified): 0
Gender Female: 10
Male: 6
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

  • Marketing
  • Volunteer

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Revenue Sources

Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$306,012 $203,950 $108,000
Government Contributions $131,000 $121,000 $117,960
    Federal $131,000 $121,000 $117,960
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- $655
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 2017 2016 2015
Program Expense $487,689 $399,712 $253,344
Administration Expense $28,283 $33,089 $20,606
Fundraising Expense $23,890 $47,551 $37,759
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.81 0.68 0.73
Program Expense/Total Expenses 90% 83% 81%
Fundraising Expense/Contributed Revenue 5% 15% 17%

Prior Three Years Assets and Liabilities

Fiscal Year 2017 2016 2015
Total Assets -- -- --
Current Assets -- -- --
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets -- -- --

Prior Three Years Top Three Funding Sources

Fiscal Year 2017 2016 2015
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 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities -- -- --

Long Term Solvency

Fiscal Year 2017 2016 2015
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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