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 |
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Additional Appropriation Requested |
$4,025 |
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Total Expenditures |
$4,025 |
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Funding Sources |
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General Fund/WA GF |
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State/Federal |
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Fees/Other |
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Use of Fund Balance |
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Contingencies |
$4,025 |
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Total Sources |
$4,025 |
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Narrative Explanation of Fiscal Impacts:
The sponsorship will financed from General Fund contingencies.
Staffing Impacts: |
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Position Title (Payroll Classification) |
Monthly Salary Range (A-I Step) |
Additions (Number) |
Deletions (Number) |
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Narrative Explanation of Staffing Impacts (If Required):
Attachments:
Related Items “On File” with the Clerk of the Board:
AARP packet and application.