RealSense Prosperity Campaign

1. RealSense Prosperity Campaign

2. Phase I Recap

3. RealSense Prosperity Campaign Description • 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.

4. RealSense Prosperity Campaign Mission • 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.

5. We are led by:

6. We are funded by:

7. 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

8. We are joined by: AARP Tax Aide Bank of America Baptist Health Catholic Charities City of Jacksonville Clear Channel Communications Consumer Credit Counseling CTI Marketing/NASEMBA Dept.t of Children & Families Department of Health Emergency Services & Homeless Coal. Emilie Pennington Design Family Counseling Services Florida Community College, Jax. FDIC Federal Reserve Bank of Atlanta Flowers Bakery Fresh Ministries Headstart Housing Partnership of Jax. Human Services Council (lead) Interdenominational Ministerial All. Internal Revenue Service Jacksonville Area Legal Aid Jacksonville Children’s Commission Jacksonville Housing Authority Jacksonville Reg. Chamber Commerce Jacksonville Transportation Authority Jacksonville University Jacksonville Urban League Jessie Ball duPont Fund LinkDat Computers Mayor’s Hispanic Amer. Adv. Board Mayor’s Office of Jacksonville Nemours NE Florida Community Action Agency Second Harvest Food Bank St. Vincent’s Hospital Social Security Administration SunTrust Bank The Florida Star The Hester Group The Salvation Army United Way of Northeast Florida United Way 2-1-1 United Way Full Service Schools University of North Florida Wachovia Bank WAWS FOX 30 & WTEV CBS 47 WorkSource Winn-Dixie Stores, Inc. 1530am Latin Beat Radio Publix Supermarkets Dept. of Health and Human Services

9. RealSense Prosperity Campaign first year results: • 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)

10. RealSense Prosperity Campaign first year results: • An increase of $1.1 MillionNEW dollars over the previous year • Overhead of only 5.6% • For every grant dollar spent as overhead, we returned $25.64 to the community

11. Phase II Plans

12. Committee Structure Oversight Committee Bob Helms, Chair Steering Committee Rotating Chairs VITA Site Committee Co-Chairs Debra Yates Steve Norris Fin. Literacy Committee Co-Chairs Tony Riggio Michelle Braun Marketing Committee Chair Hester Clark Outreach Committee Co-Chairs Pam Paul Dopf Mary Alice Phelan

13. Integrate Processes More Fully Add banking element to VITA Sites Add availability of IDA information Supplement VITA Site information with Lunch and Learn sessions at local businesses

14. VITA Locations: Super SitesStreet AddressSite Availability Gateway WorkSource 5000-2 Norwood Ave Open 6 days/wk Southside WorkSource 1000-1 Beach Blvd. Open 6 days/wk Potters House Church 5732 Normandy Blvd. Open 6 days/wk Mt. Olive Primitive Bapt. 1319 N. Myrtle Ave. Open 6 days/wk RFK Center 1133 Ionia Street Open 6 days/wk Satellite SitesStreet AddressSite Availability  Clay Cty. WorkSource 2141 Loch Rane Blvd, OP Weekdays, Saturdays Baker Cty. WorkSource 1184 S. 6th Street, Mac. Tue. & Thur., appts. St. Catherine’s Catholic 1649 Kingsley Ave., OP TBD Nassau Cty. WorkSource 1367 South 18th St., Fern Tue. & Thur., appts. St. Augustine WorkSource525 WorkSource, St. Aug. TBD St. Matthews Church 3720 N. Myrtle Ave. Weekdays, Saturdays

15. Sample Materials

16. Income Enhancements Matched Savings Accts. + EITC Message sent in outreach materials and presentations Assets + = T T T T T T t IDA

17. Proposed Phase II Project Goals(To be confirmed by Oversight Committee) • 4 Super VITA Sites open 6 days/week • 4 Satellite VITA Sites open by appointment • Minimum of 25% increase in the following • 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

18. New Items to be Tracked in 2005 • 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 • Financial Education • Bank Account • IDA

19. Accomplished to date • 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

20. Accomplished to date (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

21. To Ensure Success… We could still use: • Additional volunteers • Contacts for in-kind donations • Continued help in spreading the word

22. Thanks to The Human Services Council for your leadership during our first year