UMEUS is a nonprofit organization committed to making essential financial and tax knowledge accessible to all. We take your privacy seriously. This Privacy Policy explains how we collect, use, and protect information when you visit our website or submit information through our intake form.
By using our website, you agree to the practices described in this policy.
1. Information We Collect
We collect information you voluntarily provide when you complete our intake form, including:
• First and last name
• Email address
• Phone number
• ZIP code
• Preferred language (English, Spanish, or Portuguese)
• How you heard about UMEUS
• Whether you have a current tax issue, and if so, the type of issue
• Interest in workshops or educational sessions
• Any additional information you choose to share in the open-text field
We do not collect sensitive financial data, Social Security numbers, tax return documents, or payment information through this website.
2. How We Use Your Information
The information you provide is used solely to:
• Connect you with free tax education resources, guidance, or workshops appropriate to your needs
• Schedule calls or sessions with our team
• Follow up with you in your preferred language (English, Spanish, or Portuguese)
• Improve our programs and services
• Report aggregate, non-identifying data for grant compliance and nonprofit reporting purposes
We do not use your information for commercial purposes, and we do not sell, rent, or trade your personal information to any third party.
3. How We Store Your Information
Intake form responses are collected through Google Forms and stored in Google Sheets, which is managed by UMEUS staff. Google’s privacy practices apply to data stored within their platform. You can review Google’s Privacy Policy at https://policies.google.com/privacy.
Access to your information is limited to authorized UMEUS team members who need it to provide services to you. We take reasonable precautions to protect your information from unauthorized access, disclosure, or misuse.
4. Data Sharing
Customer data is not shared with 3rd parties for promotional or marketing purposes.
Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
Messaging Terms and Conditions 1. The messaging program consists of . 2. You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again. 3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at . 4. Carriers are not liable for delayed or undelivered messages. 5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider. 6. If you have any questions regarding privacy, please read our privacy policy contained in the rest of this document/page.
5. Scheduling & Third-Party Tools
If you choose the “Talk to Someone” option, you may be directed to a third-party scheduling tool (such as Calendly) to book a call with our team. These tools have their own privacy policies, and we encourage you to review them before providing information. UMEUS is not responsible for the privacy practices of third-party platforms.
6. Cookies & Website Analytics
Our website may use basic analytics tools (such as Squarespace Analytics) to understand how visitors use the site. This may include non-identifying information such as pages visited, time on site, and general geographic region. We do not use advertising trackers or behavioral profiling tools.
7. Children’s Privacy
Our website and services are intended for adults. We do not knowingly collect personal information from individuals under the age of 13. If you believe a minor has submitted information through our site, please contact us at the address below and we will promptly delete that information.
8. Your Rights
You have the right to:
• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information from our records
• Opt out of future communications at any time
To exercise any of these rights, please contact us using the information in Section 9 below. We will respond to all requests within 30 days.
9. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The most current version will always be available on our website. The “Last Updated” date at the top of this page will reflect any revisions. Continued use of our website after changes are posted constitutes your acceptance of the updated policy.
10. Contact Us
If you have questions, concerns, or requests related to this Privacy Policy, please contact us at:
