Group photo of all of The County Federal Credit Union Opportunity Guide Volunteers for the Aroostook CASH Coalition

2019 CA$H Coalition Wrap-Up

April 12, 2019

Aroostook CA$H Coalition Has Successful Tax Preparation Season

The Aroostook CA$H Coalition, sponsored by The County Federal Credit Union and supported by 15 non- and for-profit partners, is pleased to announce another successful season of free tax preparation service here in Aroostook County. The program has existed as part of VITA (Volunteer Income Tax Assistance) and CA$H Maine programming for the last seven years and has grown substantially over the last three years under the leadership of United Way of Aroostook. This season, volunteer preparers helped 1,070 households file their 2018 Income Taxes.  The number of clients served reflects a 33% growth over the 807 clients served at last year’s program.  $1,152,443 were refunded to the clients taking part in the program.  One hundred seventy-two working families received nearly $200,000 in the Earned Income Tax Credit, helping some families move towards financial independence.

“It’s encouraging to think that over one million dollars have been refunded to low- and middle-income households here in Aroostook County. That is money that will be used to purchase or repair car for a family to commute to work, purchase food or medicine for a senior, or to help a young family buy a home,” said Sherry Locke, United Way of Aroostook Executive Director and Coalition Lead.

This program, and the level at which it operated, was only possible because of the incredible team of 50 volunteers who dedicated almost 1,500 hours of their time to provide a high-quality experience to clients.  The team consisted of volunteer schedulers, greeters, preparers, and opportunity guides.  Training for these roles began in late November and ending in January. Schedulers began taking appointments in mid-January, and Greeters, Preparers, and Guides began in early February right up until mid-April.

“These men and women who’ve devoted so much of their time and talent, do so in a friendly, highly-skilled way. They treat each client in a professional and courteous manner.  I’m humbled by their willingness to be a part of this valuable program and enjoyed working with them,” adds Athena Hallowell, Program and Volunteer Coordinator and Coalition Asset Organizer.

As part of the program, clients were offered a one on one session with Opportunity Guides who were trained to connect clients to local programs and resources which help meet basic needs and strengthen financial stability.  The volunteer guides, who all have a background in financial literacy, are employees of The County Federal Credit Union, sponsors of this year’s Aroostook CA$H Coalition.

“On behalf of the Credit Union management team and Board of Directors I want to thank all volunteers for stepping up and donating their time.  All the volunteers have embraced the missions of both United Way of Aroostook and the Credit Union and have delivered an exceptional benefit to all the members of our community with this amazing CA$H Coalition program.  Circulating the dollars from these returns into our local economy has a huge impact on all of us,” said Dan Bagley, Executive Vice President of The County Federal Credit Union.

Each and every tax return filed was prepared by a volunteer preparer and then checked for accuracy and quality by the Site Coordinators, Tim McMahon and Sandra Bartley.  Bartley has been part of the program since its inception, McMahon for three years.

“These men and women, most of them retired, really did great work!” said Bartley.  “Tim and I could depend on them to show up and work hard at every session we had.  They provided an invaluable service to their community.  During our very first year, the program filed just over 150 returns.  Now they are doing over 1,000!  We just can’t put a price tag on that kind of dedication.”

 

If you’d like to volunteer for this program next year, please contact United Way of Aroostook at (207) 764-5197.

 

Volunteer GUIDES PHOTO

Sitting L-R Madelene Dickenson, Judy Hennessey, Kelsey Buck, Laurie Colton

Standing L-R Janelle Morin, Matthew Cox, Jana Shaw, Michael Bosse, Athena Hallowell, Karen Theriault, Craig Dahlberg, Heidi Thompson, Craig Lincoln, Amy Dubay, Kyle Taylor, and Dan Bagley