NYS CTC/EITC Partner Survey

File Taxes. Build Wealth.
Project Mission

To implement a set of postseason direct tax assistance or awareness campaign-related activities; including but not limited to community tax days, pop-up events, partnering with school districts at monthly VITA sites. Funding Available: $3,000 to $5,000 per sub-granted organization
First Name:*
Last Name:*
Your Title:*
Your Email:*
Your Telephone:
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Other contact name

First NameLast Name

About Your Orgranization
Organization's Legal Name:*
Organization's Alternative Name:
Year Organized or Incorporated:*
Address Line 1:*
Address Line 2:
City:*
State:
ZIP Code:*
Website:
Board Chair or Co-Chairs:*
Name of Paid Staff Head:*
Paid Staff Head Title:*
YesNo
Organization EIN:*
Organization Description:*
Annual Operating Budget:*
Which County(ies) do you serve currently?*
Hold "ctrl" to select multiple counties

About Your Team

Please list the number of Staff and Board of Director members that fit into each category (Please indicate all that apply . Individuals may identify across multiple categories):
Total # of Staff:*
Total # of Board Members:*
To complete the chart below, please just give your best estimate based on the information you currently have easily available.
# of Prof Staff - Arab*
# of Board Members - Arab*
# of Prof Staff - Asian*
# of Board Members - Asian*
# of Prof Staff - Black/African American*
# of Board Members - Black/African American*
# of Prof Staff - Latinx*
# of Board Members - Latinx
# of Prof Staff - Native American*
# of Board Members - Native American*
# of Prof Staff - White, Non-Hispanic*
# of Board Members - White, Non-Hispanic*
# of Prof Staff - Other*
# of Board Members - Other*

About your VITA/Free Tax Prep Service
Free Tax Prep Site Coordinator Contact Name:
Contact Email:
Contact Telephone:
$0-$250,000$250,001-$500,000$500,001-$1,000,000$1,000,001-$2,000,000$2,000,001-$5,000,000$5,000,001-$10,000,000$10,000,001-$20,000,000$20,000,000+
How many taxpayers did you serve this past season

Your preferred SCOPE of SERVICES for this project by priority

State your preference by dragging the fields below into position to state your priority on tis project

Goals for Upstate, NY partner-organization to:
- Provide direct free tax preparation services
  - preparing 250 or more returns for low- to moderate- income tax filers,
    at least 100 CTC non filer households at several sites across your city.
  - Outreach to 1,000 or more potential taxpayers regarding EITC and CTC
  - Outreach to undocumented potential taxpayers regarding ITINs
    
    Prepare five (5) W7 applications with tax preparation
- Identify a minimum of 2 communities in your area for which you will create an outreach and enrollment strategy to financial building services and relevant benefits like, SNAP.
- Network with elected officals to participate in conversations that can help guide state administrative or legislative policy priorities related to improving and/or increasing access to tax credits or tax assistance for low-income families
Steps to meet this goal:*
Bullet pointed list of 5-7 items is acceptable
YesNo
Which additional county(ies) would you like to serve?
Hold "ctrl" to select multiple counties
Gender Served:
Ethnicity Served:
Requested Amount:

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Please note any limitations you may have to operate in the off season
Limitations 1
Please note any limitations you may have to operate in the off season
Limitations 2
Ask us your questions here, if any
Question 1
Ask us your questions here, if any
Question 2
Please verify that you are human*
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Project Mission