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LUM Tax Assistance – Tremendous Positive Impact


LUM Tax Assistance Volunteers Reflect & Celebrate


Each year, LUM offers FREE Income Tax Preparation Assistance for eligible, low-income households and individuals who reside in Tippecanoe County. The volunteers and staff who have been working with this year’s LUM Tax Assistance Program met for lunch at Walt’s Pub & Grill to reflect & celebrate another successful year. Some interesting statistics about this year’s LUM Tax Assistance Program are as follows:

  • $906,444 – Total Refunds
  • $811,362 – Total Federal Refunds; $95,082 – Total State Refunds
  • 522 – Income Tax Returns filed
  • $253,200 – Total in Earned Income Credit
  • $20,502 – Average Adjusted Gross Income

Attending the celebratory lunch (pictured L to R) were Joe Micon, LUM executive director; Patti O’Callaghan; Andrea Schmidt; Rob Patrick; Ben Murphy, Tax Assistant Program director; and Ron Smith.


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Tax Assistance Program

LUM Income Tax Assistance in Full Swing


Impressive Stats So Far

In just six weeks, the LUM Tax Assistance Program has had a tremendous positive impact on our community. Some interesting statistics so far are as follows:

  • Total Income Tax Returns Filed – 328
  • Total Earned Income Credit – $215,332
  • Average Adjusted Gross Income – $21,394
  • Total Refund Amount – $616,838

LUM would not be able to offer this service without the skilled, trained volunteers who make this important LUM program such a success each year. At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes at no charge. The 2018 LUM Tax Assistance Program is led by Ben Murphy.

More information on the LUM Tax Assistance Program may be found HERE.


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Tax Assistance Program

Spotlight on Tax Assistance Volunteers



The LUM Tax Assistance Program started this week and is in full swing! Volunteers are an integral part of the LUM Income Tax Assistance Program — and today we put a spotlight on our 2018 superstars — Front Row: Patti O’Callaghan, Ann Pellegrino, Connie Decker and Andrea Schmidt; Back: Rob and Ben Murphy, director.

LUM would not be able to offer this service without the skilled, trained volunteers who make this vital LUM program such a success each year. Special thanks to ALL of the volunteers assisting with the LUM Tax Assistance Program this year.


Did you know?

  • At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge
  • You may also file your taxes online for FREE

For more information on the Tax Assistance Program or how YOU can volunteer, click HERE or call 765.423.2691.


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Tax Assistance Program

LUM Needs Tax Volunteers


CALL to ACTION – New Year, Renewed Commitment

Tax Assistance Program

Ever thought about volunteering to help people with their tax returns? Don’t know that much about taxes? Don’t worry — you’ll get specialized training or you can choose a volunteer role that doesn’t require tax law certification.

The LUM Tax Assistance Programoffers flexible hours, the training is free and the time commitment is up to you. Choose your role – and get a chance to touch many lives.

 

If you’re interested or need more information, click HERE. If you need further information, please call or email Ben Murphy (765.423.2691 | bmurphy@lumserve.org).

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volunteer opportunities

LUM Needs You! Here are the CURRENT LUM Volunteer Needs:

There are many different opportunities for volunteering, from working one-on-one with a child to helping run the homeless shelter. Also, there are opportunities to fit every schedule, from regular long-term commitments to one time work with an event. Some volunteer positions require training while others require only a willing heart and a helping hand. READ BELOW for more detailed information on current volunteer opportunities. To view all LUM Volunteer Opportunities, click HERE.


LUM Events

Sign up online to volunteer at LUM Events like LUM Follies, Hunger Hike, Port of Hope, Thanksgiving Celebration, Turkey Trot 5K & Jubilee Christmas. Online Volunteer Sign Up Sheets, click HERE.


Group Opportunities

If your group would like to volunteer with LUM, sign up for a LUM Event online — or please email or call for more information (lum@lumserve.org | 765.423.2691).


Volunteer Opportunities

  • To view all LUM Volunteer Opportunities, click HERE.
  • SIGN UP ONLINE — Sign up to volunteer with LUM online. It’s quick & easy and you’ll get email reminders.

Many more Volunteer Opportunities may be found HERE.


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Ben Murphy Returns to Seasonal Position


LUM Tax Assistance Director Starts Second Year

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The director of the LUM Volunteer Income Tax Assistance Program is a seasonal, part-time position. Ben Murphy returned to the role for his second year.

Originally from Lawrenceburg, Kentucky, Ben now lives in West Lafayette with his wife, Alison, and son, Oliver. Ben earned a BS in Computer Graphics Technology and Management, both from Purdue University. At LUM, Ben also directed the 2016 Turkey Trot 5K Run. He also coordinates the Financial Peace University classes at St. Thomas Aquinas Center and is a Financial Coach.

Ben shares that “as a Financial Coach my goal in life is to serve people who have a desire to change their habits. By teaching people how to establish a budget, pay off debts, and change their spending behavior they can learn to save and invest in their future.” Ben is excited to return as the LUM Volunteer Income Tax Assistance director because he works with a wonderful team of volunteers who are committed to working with individuals in successfully filing their income tax returns. He stated that his goal is to “bring back as much tax relief as possible to the community — and give hope to people by showing them that they can change their lives starting today. One step at a time moves us toward a new future.”

He draws inspiration from the outdoors sharing that “seeing the beauty in nature reminds me of God’s presence in our world and revitalizes my spirit, mind, and body.” Ben enjoys hanging out with his family, playing and listening to music, reading self improvement books, listening to education podcast, watching movies, and running.

LUM is fortunate to have someone with Ben’s skills in charge of the LUM VITA program. If you wish to invest in the program or become a tax assistance volunteer, click the appropriate button below.


If you wish to volunteer with the LUM Tax Assistance program, click HERE.


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Tax Assistance Program

Tax Assistance Program Offers Free Service


LUM Needs Volunteer Income Tax Assistants

Make a difference in your community by becoming a LUM tax volunteer. Volunteers are needed from January 29 through April 12 for the LUM Tax Assistance Program.

No experience is necessary — and training is provided. You may even qualify for continuing education credits. There are a number of volunteer roles available — click HERE to see descriptions. For tax preparers, some accounting experience is desired.

In all tax volunteer roles, individuals who are bilingual, multi-lingual, and have international experience are helpful. As a LUM tax assistance volunteer, you’ll join a program that’s helped millions of people file tax returns at no charge for more than 40 years. Your help will make a difference — and have a significant positive impact.

LUM strengthens our community through the Volunteer Income Tax Assistance program. VITA, a nationwide IRS program, secures greater financial stability and economic opportunity for working families — and directly impacts OUR community.
If you are interested or need more information please click HERE or call or email Ben Murphy (765-423-2691 | bmurphy@lumserve.org).

Below are some of the volunteer roles needed by the LUM free tax assistance program:


Greeter/Screener

  • You greet everyone visiting the site to create a pleasant atmosphere. You screen taxpayers to determine the type of assistance they need and confirm they have the necessary documents to complete their tax returns. Tax law certification is not required for this position.

Interpreter

  • You provide free language interpreter services to customers who are not fluent in English. Basic tax knowledge is helpful, but it is not required for this position.

Site Administrator/Coordinator

  • You have excellent organizational and leadership skills. You are the primary resource for sharing your knowledge of the program and are available to assist with any issues that may arise. You develop and maintain schedules for all volunteers to ensure adequate coverage, supplies and equipment at your site. Tax law certification is not always required for this position.

Tax Preparer

  • You complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers.

Quality Reviewer

  • You review tax returns completed by volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free. You must be tax law certified at least at the Intermediate level.

Computer Specialist or troubleshooter

  • You have a working knowledge of personal computers, software and communications systems. Tax law certification is not required for this position. If working at a self-prepare site you must become familiar with the various tax software option(s) available at your site. Although you may have less taxpayer interaction than most volunteers, you must be patient with those individuals who may not be as computer literate.

Tax Coach

  • You provide tax law assistance and guide taxpayers in preparing their own tax returns. Tax law certification is required for this volunteer role and training is available on-line or through face-to-face instruction.

So, if you’re comfortable with technology, enjoy helping your community, need experience for your resume, or just like to have fun and have the time to volunteer, visit http://www.irs.gov/Individuals/Volunteer-in-Your-Community, complete and submit Form 14310 using the submit by email button on top of the form. Someone will contact you to help you get started.


You may also email or call LUM directly {lum@lumserve.org – (765) 423-2691} to get involved in the LUM Tax Assistance Program serving Tippecanoe County residents.

More information on the LUM Tax Assistance Program may be found HERE.


Donate to the LUM Tax Assistance Program.

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Tax Assistance Program

Become a Tax Volunteer—Make a Difference


Make a difference in your communitax assistancety by becoming a LUM tax volunteer. Volunteers are needed from mid-January through April 2018 for the LUM Tax Assistance Program.

No experience is necessary — and training is provided. You may even qualify for continuing education credits. There are a number of volunteer roles available — click HERE to see descriptions. For tax preparers, some accounting experience is desired.

In all tax volunteer roles, individuals who are bilingual, multi-lingual, and have international experience are helpful. As a LUM tax assistance volunteer, you’ll join a program that’s helped millions of people file tax returns at no charge for more than 40 years. Your help will make a difference—and have a significant positive impact.

LUM strengthens our community through Volunteer Income Tax Assistance. VITA, a nationwide IRS program, secures greater financial stability and economic opportunity for working families — and directly impacts OUR community.


If you are interested or need more information please click HERE, or
please call or email Ben Murphy (765-423-2691 | bmurphy@lumserve.org).


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Tax Assistance Program

LUM Tax Assistance—Celebrates Success



The volunteers and staff who have been working with this year’s LUM Tax Assistance Program met for lunch at Lafayette Brewing Co. to celebrate another successful year. Some interesting statistics about this year’s LUM Tax Assistance Program are as follows:

  • 552 – Income Tax Returns filed
  • $877,327 – Total Federal Refunds; $102,067 – Total State Refunds
  • $979,394 – Total Refunds
  • $332,536 – Total in Earned Income Credit
  • $19,719 – Average Adjusted Gross Income

Attending the celebratory lunch (pictured L to R) were Ben Murphy (program director), Ann Pellegrino, Patti O’Callaghan, Linda Hicks, Ron Smith, Tricia Sembroski, Rob Patrick and Russell Clark.

If you wish to make a donation to the LUM Tax Assistance Program, click HERE.


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Tax Assistance Program

LUM Tax Assistance—Successful 2017


The LUM Tax Assistance Program appointments have ended for the 2017 tax season. Just since January, the tax program has had a tremendous positive impact on our community. As of today, the LUM tax assistance data is as follows:

  • 517 – Total Income Tax Returns Filed
  • $329,163 – Total Earned Income Credit
  • $19,435 – Average Adjusted Gross Income
  • $863,065 – Total Refund Amount

Each year LUM partners with the IRS to bring free, quality, tax return preparation services to hundreds in Tippecanoe County. LUM would not be able to offer this service without the skilled, trained volunteers—like Russ—who make this program such a success each year. The 2017 LUM Tax Assistance Program was led by Ben Murphy.

 


Why is the LUM Tax Assistance Program so important?

  • Lower wage workers wouldn’t be able to afford having their tax returns done professionally
  • Much of federal & state support for working families is offered through tax code
  • If workers don’t file, significant tax credits will be left unclaimed
  • Refunds boost our local economy by increasing sales and creating jobs in retail

For more information on the LUM Tax Assistance Program or how YOU can volunteer, click HERE or call 765.423.2691. To make an investment in the LUM Tax Assistance program and make a donation, click HERE.


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Meet Russell — LUM Volunteer Tax Preparer



The Tax Season has just concluded at LUM, which means we once again say farewell to several familiar faces who since January have offered assistance to individuals in our community to complete their federal, state and county income tax returns — the LUM volunteer tax preparers with the LUM Tax Assistance Program or VITA (volunteer income tax assistance). One of these volunteers was Russell J. Clark who has been preparing taxes at LUM since our program started in 2002.

Originally from Griffith, Indiana, Russ lives in Lafayette with his wife, Katherine. He earned a BA from Indiana University in Government & Economics and is retired from an impressive career with the US Department of Labor. Katherine is a retired public school library assistant. Russ & Katherine have four grown children (two girls and two twin boys), three of whom are married; and six grandchildren. Their children live in Lafayette, West Lafayette, Indianapolis and Minnesota. Russ, Katherine and two of their children graduated from Indiana University and the other two children earned degrees from Purdue University and Saint Joseph’s College.

Russ and his family are parishioners of St. Lawrence Catholic Church (Lafayette). In addition to his work with the Tax Assistance Program, Russ has also served on the LUM Board of Directors representing St. Lawrence for 10 years, and was elected to the Executive Board. In the community, Russ also volunteers with his church, has served as the president of WALLA, on the board of the Tippecanoe County Credit Union and on the Catholic Build board which coordinates the fundraising and building of local Habitat for Humanity homes for the Diocese of Lafayette-in-Indiana.


Russ shared that he gets great satisfaction with working with LUM because 

“LUM has a talented staff and is a well-organized and well-respected organization with a terrific reputation and effective and well-thought-out programs that meet the vital needs of the families in our community — like Jubilee Christmas, the Good Samaritan Program and the Tax Assistance Program.”

He enjoys using his expertise with the Tax Assistance Program. Russ shared that

he particularly “enjoys the conversations he has with families in preparation for filing taxes for each member of their household.”

These are important conversations that oftentimes result in a higher tax return. He recalls fondly a family who ended up with an $8,000 tax refund, which enabled them to pay off their debt and purchase a home of their own.

Russ believes that

“the LUM Tax Program is having a tremendous impact on this community and just as important, it’s assisting individuals and families through a stressful process.”


Russ is yet another example of how fortunate LUM is to have willing volunteers of this caliber. LUM could not accomplish its mission without volunteers — and is blessed to have volunteers like Russ who give selflessly and generously, year after year.

Thank you, Russ.


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Tax Assistance Program