July 9 2009 Ycabc Minutes

(July 9, 2009)

Present: Michele Besso (NWJP), Madelyn Carlson (PFP), Carol Folsom-Hill, Dave Gilbreath (CCCSYV), Luz Gutierrez (RCDR), David Hacker (Yakima County), Lindsay Jacobson (Americorps VISTA), Sylvia Martinez (IRS), Michelle Smith (CCU), Bill Stevens (AARP), Bruce Tabb (Elmview)

Dave Gilbreath called the meeting to order at 9:00AM.

Minutes Review/Approval: The June 11, 2009 minutes were unanimously approved as submitted.

EITC Committee Update: Lindsay reported a replacement Tax Aide site has been located in Union Gap and is ready for the AARP for the upcoming tax season. It is located in the Union Gap Tourism office (3106 1st St). New outreach supplies came in for next year’s campaign, including coffee mugs, magnets, pens, pencils, and a table cover. AARP was able to purchase a new computer and shredder with the remaining CTED money. Bill and Marilyn of AARP are making efforts to get in touch with people in Grandview for a new tax site. According to Bill, finding volunteers will be a greater challenge than locating a site.

Financial Literacy Inventory: Lindsay handed out information she had collected on financial literacy programs that are offered in Yakima County by financial institutions and non-profit organizations. This led to a discussion on how do we bring these programs together? How do we let people know they exist? Are these classes covering all of the necessary content? How do we attract people to financial literacy classes who are not in crises? Should we still be using the term “financial literacy”? Michele suggested that we include Financial Literacy awareness as part of the Bank on Yakima County Campaign. Lindsay Jacobson and Dave Gilbreath will create a summary page of bank and financial class information to be used as a community resource.

Bank on Yakima County Planning Committee: This committee continues to meet and develop plans for the September roll out of the Bank on Yakima County concept. Sylvia Martinez, IRS, brought up the question of whether the Mexican Voter’s card is accepted as ID at banks as an alternative to the Matricula. The next meeting of the Bank on Yakima Planning Committee is July 20 at the Catholic Credit Union in the second floor conference room.

Questionnaire on Why People are Unbanked: We are getting good responses from consumers from a wide range of organizations. Bruce agreed to put the responses in a data base for analysis.

VISTA Application: EPIC is still in the process of applying for a new VISTA.

YCABC CTED Grant Application for 2009-2010: Dave reported that CTED recently awarded the YCABC a $30,000 grant to fund next year’s goals, including EITC outreach, financial literacy education and the bank the Bank on Yakima County initiative. Dave commended Lindsay for her hard work and effectiveness in writing the grant proposal. Dave also thanked the many agencies that wrote letters of support for the grant request, including the IRS, Housing First, Northwest Justice Project, Catholic Credit Union, AARP, Homeless Network of Yakima County, Consumer Credit Counseling Service of Yakima Valley, Goodwill, Yakima County United Way and People for People.

Time Change for Monthly Meetings: After a brief discussion, everyone agreed to change the time of the monthly meeting from 9:00AM to 9:30AM to make it more convenient for some members’ schedules.

The meeting adjourned at 10:25AM. The next meeting is scheduled for August 13 at 9:30 AM in the EPIC Fireside Room.

Recorded by,

Lindsay Jacobson
Americorps VISTA