TAX-AIDE

TAX-AIDE

2014 DC MEETING – MN1 1

Administrative

Organization Chart

TAX-AIDE2

The TaxAide Organization

2014 DC MEETING – MN1

Reporting structure is set up to flow from the all critical volunteers that serve our taxpayers to National Leadership.

TAX-AIDE3

The Organization - Local

2014 DC MEETING – MN1

Quality Reviewer

Solid Lines – Direct ReportingDotted Lines – Supporting Relationship

Non-Counselor: Client Facilitator, Greeter, Appointment Maker, Interpreter,

*Counselor: On-line or site based.

TAX-AIDE4

The Organization - DMT

2014 DC MEETING – MN1

Quality Reviewer

Solid Lines – Direct ReportingDotted Lines – Supporting Relationship

TAX-AIDE5

The Organization - DMT

2014 DC MEETING – MN1

Solid Lines – Direct ReportingDotted Lines – Supporting Relationship

TAX-AIDE6

The Organization - DMT

2014 DC MEETING – MN1

Solid Lines – Direct ReportingDotted Lines – Supporting Relationship

TAX-AIDE7

The Organization - SMT

2014 DC MEETING – MN1

Solid Lines – Direct ReportingDotted Lines – Supporting Relationship

SC: Judy LabrosseTCS: Don BalbachPCS: unfilled position

ADS: Don HoiumTRS: Elizabeth HitomiPVS: Robert Post

TAX-AIDE2014 DC MEETING – MN1 8

The Organization - NLT

10 RegionsPlains Region: MN1, MN2, ND, SD, IA, WI, NE

Regional Coordinator: Betty HaymanRegional Technology Advisor: Floyd Olson

TAX-AIDE92014 DC MEETING – MN1

National OfficeOrganizational Chart – AARP Tax-Aide

Program SupportTechnology SupportOperations Support

VPBonnie Speedy

Assistant Nat’l DirDorothy Howe

Nat’l Leadership Committee

CentralPlains

NorthwestPacific

Assistant Nat’l Dir

Marcy Gouge

Nat’l Tax Training Committee

EasternNorth Atlantic

Gulf

Ops MgrDG Gulati

Ops AnalystKathleen Marciniak

Field Support AssociateKim Smith

Sr. Ops AnalystMiho Kikujo

Nat’l Operations Committee

System Support Analyst

Robin Murphy

Financial Analyst

Monique Johnson

Tech MgrVeronica Coates

Sr Tech SupportTim Noonan

National Technology Committee

Tech Support Analyst

Dominic Mazzota

Program ManagerDavid Alexander

Western Great Lakes

New England

Region

Volunteer Committee

TAX-AIDE2014 DC MEETING – MN1 10

National OfficeRoles and Responsibilities

Program Support Technology Support Operations Support

· Works with regional volunteer leadership to manage the program· Leads other major areas (including tax training, grants/partnership, publicity, recruitment, leadership development)

· Volunteer computer hardware/software· Data security and encryption· IRS Tax Wise issues· Volunteer Web and communications issues

· Budget & financial reporting· IRS grant applications &

reporting· Volunteer applications· Volunteer expense

reimbursements· Printing & distribution of

materials, reports and rosters· AARP Support Services (e.g.,

Accounting, Insurance, IT, Legal)

· Vendor contracting