Transcript Document

RealSense Prosperity Campaign
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Phase I Recap
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RealSense Prosperity Campaign Description
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A coalition of companies and
organizations from all sectors that have
come together to improve the prosperity
of the community by improving the
prosperity of each of its citizens.
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RealSense Prosperity Campaign Mission
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To make our community more
prosperous by making each of its citizens
more prosperous through a proactive
campaign that assists our community’s
most vulnerable citizens lift themselves
out of poverty.
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We are led by:
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We are funded by:
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We are governed by:
Oversight Committee:
CHAIR
Bob Helms, Chair United Way Board of Trustees
COMMITTEE MEMBERS
Barry Allred – Chair, Jacksonville Regional Chamber of Commerce
Connie Hodges – President, United Way of Northeast Florida
Pete Jackson – Chief Community Officer, Office of the Mayor
The Honorable Suzanne Jenkins – Councilwoman for District 4
Wally Lee – President, Jacksonville Reg. Chamber of Commerce
Susan Adams Loyd – VP and General Manager – WTEV and WAWS
Sherry Magill – President, The Jessie Ball duPont Fund
Kitty Phillips – Trustee Vice Chair, The Jessie Ball duPont Fund
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We are joined by:
AARP Tax Aide
Catholic Charities
Consumer Credit Counseling
Department of Health
Family Counseling Services
Federal Reserve Bank of Atlanta
Headstart
Interdenominational Ministerial All.
Jacksonville Children’s Commission
Jacksonville Transportation Authority
Jessie Ball duPont Fund
Mayor’s Office of Jacksonville
Second Harvest Food Bank
SunTrust Bank
The Salvation Army
United Way Full Service Schools
WAWS FOX 30 & WTEV CBS 47
1530am Latin Beat Radio
Bank of America
City of Jacksonville
CTI Marketing/NASEMBA
Emergency Services & Homeless Coal.
Florida Community College, Jax.
Flowers Bakery
Housing Partnership of Jax.
Internal Revenue Service
Jacksonville Housing Authority
Jacksonville University
LinkDat Computers
Nemours
St. Vincent’s Hospital
The Florida Star
United Way of Northeast Florida
University of North Florida
WorkSource
Publix Supermarkets
Baptist Health
Clear Channel Communications
Dept.t of Children & Families
Emilie Pennington Design
FDIC
Fresh Ministries
Human Services Council (lead)
Jacksonville Area Legal Aid
Jacksonville Reg. Chamber Commerce
Jacksonville Urban League
Mayor’s Hispanic Amer. Adv. Board
NE Florida Community Action Agency
Social Security Administration
The Hester Group
United Way 2-1-1
Wachovia Bank
Winn-Dixie Stores, Inc.
Dept. of Health and Human Services
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RealSense Prosperity
Campaign first year results:
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Almost $4 Million in tax
refunds from free tax
sites (147% increase)
Almost $1.6 Million in
Earned Income Tax
Credit into our
community
(225% increase)
3,500
3,000
2,500
2,000
1,500
1,000
500
0
2003
2004
In $000
2,000
1,500
2003
2004
1,000
500
0
In $000
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RealSense Prosperity
Campaign first year results:
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An increase of $1.1 Million NEW
dollars over the previous year
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Overhead of only
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For every grant dollar spent as overhead,
we returned
5.6%
$25.64 to the community
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Phase II Plans
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Committee Structure
Oversight Committee
Bob Helms, Chair
Steering Committee
Rotating Chairs
VITA Site
Committee
Fin. Literacy
Committee
Marketing
Committee
Outreach
Committee
Co-Chairs
Debra Yates
Steve Norris
Co-Chairs
Tony Riggio
Michelle Braun
Chair
Hester Clark
Co-Chairs
Pam Paul Dopf
Mary Alice
Phelan
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Integrate Processes
More Fully
Add banking
element to VITA
Sites
Add availability of
IDA information
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Supplement VITA
Site information
with Lunch and
Learn sessions at
local businesses
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VITA Locations:
Super Sites
Street Address
Gateway WorkSource
5000-2 Norwood Ave
Southside WorkSource
1000-1 Beach Blvd.
Potters House Church
5732 Normandy Blvd.
Mt. Olive Primitive Bapt. 1319 N. Myrtle Ave.
RFK Center
1133 Ionia Street
Satellite Sites
Street Address
Clay Cty. WorkSource
2141 Loch Rane Blvd, OP
Baker Cty. WorkSource
1184 S. 6th Street, Mac.
St. Catherine’s Catholic 1649 Kingsley Ave., OP
Nassau Cty. WorkSource 1367 South 18th St., Fern
St. Augustine WorkSource525 WorkSource, St. Aug.
St. Matthews Church
3720 N. Myrtle Ave.
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Site Availability
Open 6 days/wk
Open 6 days/wk
Open 6 days/wk
Open 6 days/wk
Open 6 days/wk
Site Availability
Weekdays, Saturdays
Tue. & Thur., appts.
TBD
Tue. & Thur., appts.
TBD
Weekdays, Saturdays
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Sample Materials
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Message sent in outreach
materials and presentations
Income
Enhancements
Matched
Savings Accts.
+
+
Assets
=
T
T
T
EITC
IDA
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T
T
T
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Proposed Phase II Project Goals
(To be confirmed by Oversight Committee)
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4 Super VITA Sites open 6 days/week
4 Satellite VITA Sites open by appointment
Minimum of 25% increase in the following
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Total number of tax returns prepared (2475 last year)
Total number of EITC returns prepared (819 last year)
Dollar amount of EITC ($1,576,651 last year)
Number of MoneySmart graduates (37 last year)
5 organizations to allow Lunch ‘n’ Learns
1 organization to engage in Advance EITC
10 bank accounts opened
5 Individual Development Accounts opened
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New Items to be Tracked in 2005
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Ethnicity/Language spoken
First time at VITA Site?
First time for EITC?
Housing status
Educational level
How recipients heard about RealSense
Address (for how far traveled)
Interest in other services
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Financial Education
Bank Account
IDA
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Accomplished to date
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Outreach to approximately 800 people personally
10,000 Flyers already distributed
2 Television appearances
News story on CBS 47 and FOX 30
Advertising Plan with ClearChannel confirmed
Mayor Peyton has already filmed a new PSA
Phone Bank on CBS 47 and FOX 30
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Accomplished to date
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(Continued)
Direct Mail sent to 1,100 ministers
Direct Mail sent to 300 TANF Families
Direct Mail in process for 2600 Food Stamp
Families
200 Volunteers registered, 120 trained
¾ of collateral materials printed
Kickoff with Mayor’s participation scheduled
$1,500 in partner sponsorships committed so far
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To Ensure Success…
We could still use:
Additional volunteers
 Contacts for in-kind donations
 Continued help in spreading the word
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Thanks to
The Human Services Council
for your leadership
during our first year
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