2. VISTA Flow Chart
Corporation for
National and
Community Service
AmeriCorps AmeriCorps
State & NCCC
National AmeriCorps
VISTA
Ohio Campus
Compact
John Defiance Mercy
Kent State College
Carroll U. College
Ohio State
University
McMaster
School
Nick Weber
21. What is the Ohio Benefit Bank?
OBB is NOT a physical
site or building
Started by the
governor's office 2006
Available to Low &
Middle Income families
Files Tax Returns, file
Federal Assistance
Program applications
22. Program Overview
1. Program Structure
2. Service Learning Model
3. Marketing Strategy
4. Community Need
5. Program Growth
24. 1. Program Structure
How do we function?
What Who
Tax Preparation Nicholas Weber
Public Assistance Marci Matthews
Program access
NOCAC Staff
Phone line
DC Students
Numerous locations
Community volunteers
Follow-up help
25. 1. Program Structure
How do we function?
What Who
Tax Preparation Marci Matthews
Public Assistance Nicholas Weber
Program access
NOCAC Staff
Phone line
DC Students
Numerous locations
Community volunteers
Follow-up help
26. 2. Service Learning Model
Student Engagement
Community
Students Defiance
College
27.
28. Faculty Support
Dr. Michael Gallagher
Professor of Accounting
J. Richard Sealscott
Assistant Professor of Accounting
Alesia Yakos-Brown
Assistant Professor of Social Work
Students
Jodi Johns Anna Kusz
Allison Henderson Sara Langley
Clay Heitkamp Alex Shomaeker
Katie Heitkamp Ashley Plummer
Joshua Gerschutz Jessica Mandula
Kimberly Forward Misty Miller
Trisha Denniston Azure Dee Patrick
Michael Deffely Andy Timmerman
Brandon Campbell Jeffery Whitman
Alysia Callender Logan Wolfrum
29. 3. Marketing Strategy
Who do we serve?
Newspaper
Word of Mouth
Flyers
Public Service
Announcement
Local libraries
Repeat clients
33. Why Choose the OBB?
Program Restrictions Filing Bees
“Prepare” and “File” are W2 $40-$60
NOT the same! Social Security $40
Income Limits Injured Spouse $150
Free programs come Energy credit $100
with restrictions Mistakes $50
Direct Deposit- ???
Filing Fees
Fed
State
School
34. Finding out you paid
too much to file your
tax return-
Priceless
36. Program Year 2009
January 1st - May 1st
Clients Williams Fulton
26 Clients Served
35 Returns and/or Henry
Applications Completed Defiance
Total Federal Refunds Issued
$17,838
Paulding
Total OH Refunds Issued
Putnam
$1,423
Total Resources Generated: $19,261
38. Program Year 2010
January 1st - May 1st
Clients Williams Fulton
273 Clients Served
Total Federal Refunds
Henry
Issued= $422,560 Defiance
Total State Refunds Issued
$24,969
Paulding
Preparation & Filing Fees
Putnam
$40,950
Total Resources Generated: $488,479
39. Community Sites 2010
Defiance College
Northwest Ohio Community Action
Commission (NOCAC)
40. Program Year 2011
Defiance College
Clients Williams Fulton
253 Clients Served
Total Federal Refunds
Henry
Issued= $338,716 Defiance
Total State Refunds Issued
$26,660
Paulding
Preparation & Filing Fees
Putnam
$37,950
Total Resources Generated: $403,326
41. Program Year 2011
NOCAC
Clients Williams Fulton
458 Clients Served
Total Federal Refunds
Henry
Issued= $666,550 Defiance
Total State Refunds Issued
$47,019
Paulding
Preparation & Filing Fees
Putnam
$68,700
Total Resources Generated: $782,269
42. Community Sites 2011
Defiance College
Northwest Ohio Community Action
Commission (NOCAC)
Henry County Emergency Management Services
Paulding County Job Center
Hicksville Library
Defiance Library
Paulding Library
44. Results from 2011
January 1st - May 1st
Clients Williams Fulton
711 Clients Served
Total Federal Refunds
Henry
Issued= $1,005,266 Defiance
Total State Refunds Issued
$73,679
Paulding
Preparation & Filing Fees
Putnam
$106,650
Total Resources Generated; $1,185,595
45. Public Recognition
Two appearances in the
Crescent News
VISTA Voice Newsletter
OBB Newsletter
Columbus Spotlight
Networking with
other colleges
Radio Interview
Northwest Signal
Letter to the editor Bryan
Times
46. Program Sustainability
OBB Community Garden
Continue close work Fully sustainable
with NOCAC resource Work with other
Evaluate strongest gardening organizations
community presence Outreach to local
Carefully manage schools
program growth Work more closely with
Long-term but limited City of Defiance
commitment from resources
college faculty
Hello, and thank you all for joining me this morning.-friends OCC-Maryann-familyPresentation over everything
Finally to the “interesting” part-
(READ SLIDES FIRST) Addresses high unemployment #sWho it helps, minorities, seniors, unemployed, underemployed… add senior section(OASHF took lead)TAXES REALLY IMPORTANT
-A Triangular Model of Service, everyone benefits in some wayAB Students- Field experienceSW- Social Work hours/ AYB worked out clinic hoursSIFE- group project, community involvementBL/CL- hoursSome community member- nothingCommunity – valuable service (competent tax)/ covert helpDefiance College serves as the host/ bringing here otherwise never/ asset to the city/ community leader/ 1stService Leadership, Acounting, Buissness, Social WorkNot an add on, practical job expeiance., SS hours, service hours, Fed Tax GradeApply what they learn in the classroom, face to face time
What have we done for you? How have we helped DC and how is our work important to you? (important people)(READ SLIDE)-Networking~LCCC~MC~NW retreat-rest assured, more and more people are taking notice of our work at Defiance College. Even if we are no longer the only one, we still do it best.