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File #: 2021-0112   
Type: Consent Calendar Item Status: Agenda Ready
File created: 2/2/2021 In control: Board of Supervisors District 5
On agenda: 3/2/2021 Final action:
Title: AARP Tax Aide Program Sponsorship
Department or Agency Name(s): Board of Supervisors
Attachments: 1. Summary Report

To: Board of Supervisors

Department or Agency Name(s): Board of Supervisors

Staff Name and Phone Number: Supervisor Lynda Hopkins 707-565-2241

Vote Requirement: Majority

Supervisorial District(s): Fifth District

 

Title:

Title

AARP Tax Aide Program Sponsorship

End

 

Recommended Action:

Recommended action

Approve Board Sponsorship of $4,025 to the Sebastopol Center for the Arts for the AARP Tax-Aide Program at the Sebastopol Veteran’s Memorial Building from February 6, 2021 through April 11, 2021. (Fifth District)

end

 

Executive Summary:

AARP counselors conduct no cost tax preparation assistance for low income individuals and families. All advisors are volunteers, and last tax season which was abbreviated due to the mandated shutdown, AARP prepared tax returns for 1921 taxpayers in Sonoma County (114 people at the Sebastopol Veterans Memorial Building) and assisted another 150 taxpayers by answering questions, reviewing paperwork and helping them with letters from the Franchise Tax Board and IRS. The average annual income of those helped was $35,706 and 84% were over 60 years old. Due to the pandemic, AARP will initially begin with two services. The first will be virtual where tax clients who have the ability will email their documents and required questionnaire to a secure internet site, and their completed return will be returned by secure email within a week. The second will be a low contact program. Clients will drop off their documents and completed questionnaire on Saturday or Sunday at the Sebastopol Veteran's Memorial Building and a week later they will return to retrieve their tax return. Because AARP is a national organization and the local chapter has no bank account, we are requesting that the sponsorship go directly to the non-profit managing the building.

 

Discussion:

 

 

Prior Board Actions:

12-06-2016, 12-12-2017, 12-04-2018, and 01-14-2020.

 

Fiscal Summary

 Expenditures

FY 20-21 Adopted

FY21-22 Projected

FY 22-23 Projected

Budgeted Expenses

 

 

 

Additional Appropriation Requested

$4,025

 

 

Total Expenditures

$4,025

 

 

Funding Sources

 

 

 

General Fund/WA GF

 

 

 

State/Federal

 

 

 

Fees/Other

 

 

 

Use of Fund Balance

 

 

 

Contingencies

$4,025

 

 

Total Sources

$4,025

 

 

 

Narrative Explanation of Fiscal Impacts:

The sponsorship will financed from General Fund contingencies.

 

 

Staffing Impacts:

 

 

 

Position Title (Payroll Classification)

Monthly Salary Range (A-I Step)

Additions (Number)

Deletions (Number)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Narrative Explanation of Staffing Impacts (If Required):

 

Attachments:

 

 

Related Items “On File” with the Clerk of the Board:

AARP packet and application.