Category Archives: Tax Assistance

LUM Tax Assistance Program Starts Soon


Volunteers Are A Vital Part of LUM Tax Program

The LUM Tax Assistance Program will start on Tuesday, February 4. 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 this year’s volunteers.
Did you know?

  • At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge.
  • In 2019, the LUM Tax Assistance Program served 407 working families with an average earned income of $20,750 and an average refund of $1,555.94. In total, more than $633,000 in refunds were secured for our clients — and reinvested in our community.

For more information on the LUM Tax Assistance Program or how YOU can volunteer, click HERE or call 765-423-2691.

¿Habla Español? Love Helping Others?
Sign up to Volunteer with LUM!

Malavenda’s New Role at LUM


Pablo Malavenda, Executive Program Director

Not to be confused with the “executive director,” Pablo Malavenda is the new Executive Program Director (reporting to the Executive Director).

In addition to his duties directing Jubilee Christmas, LUM communications & social media, IT support, database management and website development, Pablo will now also supervise the directors of the following LUM programs: Community Thanksgiving, Emergency Shelter/Winter Warming Station, Good Samaritan ProgramID ClinicYouth Programs, Food Pantry & Tax Assistance Program.

Originally from Meriden, Connecticut, Pablo now lives in West Lafayette with Kristin, his wife of 23 years, and their children, Maximilian (21) and Zoe (19), both of whom are attending Purdue. They are members of St. Thomas Aquinas, West Lafayette. Pablo graduated from Platt High School, earned a bachelor’s degree in Organizational/ Industrial Psychology and a Master’s in Higher Education Administration, both from the University of Connecticut, and has more than 15 years of supervisory experience.

With LUM, Pablo directed Hunger Hike from 2014-2019 and LUM Follies from 2015-2019. Pablo shared that,

I am excited to work with the talented team of LUM program directors. Over the years I have witnessed many great things but also know that together we can always do better and achieve more.

In his free time, Pablo enjoys sharing books with Kristin, going to concerts with Max, being the best Dance Dad to Zoe, as well as cooking for and traveling with all three. LUM is fortunate to have someone with Pablo’s experience to join the management team at LUM.

Current Volunteer Needs – Tax Preparers


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 Program offers 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 Josh Prokopy (765-423-2691 | jprokopy@lumserve.org.)


Please share with others.

LUM Volunteer Opportunities – 2020

New Decade, Renewed Commitment to Serve

Immediate Openings — 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.

To view all LUM Volunteer Opportunities, click HERE.

¿Habla Español? Love Helping Others? Volunteer with LUM!

Please share with others.

Be a Volunteer Income Tax Preparer at LUM


Every year, hundreds of low income families come to LUM to get their taxes done. And YOU can be a part of making that happen!

The average family that uses the LUM Tax Assistance Program earns a little more than $20,000 a year, cannot afford to pay a professional to do their taxes, and often lack the confidence, experience, or ability to complete the returns on their own.  

Being a volunteer tax preparer at LUM can be an incredibly rewarding and fun experience.

Tax tax clinics are scheduled for Tuesdays & Thursdays from 10 a.m. to 1:30 p.m., Wednesdays from 4:30 to 7:30 p.m., and Saturdays from 10 a.m. to 2:00 p.m., beginning in February and going through early April. You can sign up for as many or as few clinics as you’d like. All volunteers need to complete an IRS tax certification. Saturday prep classes will provided for volunteers in December and January to help you get ready. Anyone can learn to do this, regardless of background or experience.

If you’d like to find out more about becoming a volunteer tax preparer, please email program director, Josh Prokopy at jprokopy@lumserve.org.


Please share with others.

Be a Volunteer Income Tax Preparer at LUM


Every year, hundreds of low income families come to LUM to get their taxes done. We all know how scary tax time can be, but here at LUM it’s often a time of joy. Families who struggle every day just to get by, come here to learn they’re going to get a refund that will place badly needed money back in their pockets. And you can be a part of making that happen!

The average family that uses the LUM Tax Assistance Program earns a little more than $20,000 a year. They cannot afford to pay a professional to do their taxes, and many lack the confidence, experience, or ability to complete the returns on their own.  

Being a volunteer tax preparer at LUM can be an incredibly rewarding experience.Since, it is a small program, our volunteers have the chance to get to know their clients, and to feel the very personal and immediate reward that comes with realizing they have truly helped someone. At the same time, our volunteers have a lot of fun. Volunteers and staff get to know each other, socialize together between client visits, and help each other solve problems as they arise.

While a few of our volunteers are tax professionals, looking for a way to use their skills to help those in need, others just love the mental challenge of completing a tax return, and still others come to us with no background in math or taxes whatsoever. There have even been volunteers who started off terrified of numbers, only to discover that taxes weren’t that scary after all.

Tax tax clinics are scheduled for Tuesdays and Thursdays from 10:00 a.m. to 1:30 p.m., Wednesdays from 4:30 to 7:30 p.m., and Saturdays from 10:00 a.m. to 2:00 p.m., beginning in February and going through early April. You can sign up for as many or as few clinics as you’d like.

All volunteers need to complete an IRS tax certification. This can seem intimidating at first glance, but don’t worry! There will be Saturday prep classes in December and January to help you get ready. And once you’re certified you can spend a clinic or two shadowing a more experienced volunteer before taking your first client. And if you run into problems you don’t understand, there’s always someone there to help!

Anyone can learn to do this, regardless of background or experience. If you’d like to find out more about becoming a volunteer tax preparer, please email program director, Josh Prokopy at jprokopy@lumserve.org.

 

Please share with others.

Thanks & Congrats to the LUM Spring Interns

LUM Staff Host Reception for LUM Spring Interns

Special THANK YOU to all of the LUM Interns for their valuable contributions this past Spring semester. Best wishes to all of our interns, especially Evie Griffin, Rob Krasa Angela Weaver, who are graduating. Evie & Rob will receive their MSW from IU, and Angela, her BA from Purdue, at ceremonies this weekend. John Schumann will continue his studies toward his MSW.

Interns allow LUM to serve our youth, clients and guests with increased efficiency and innovation. Thanks also to Purdue University, Ivy Tech Community College and the IU School of Social Work for trusting LUM with the education and supervision of their talented intern students.

{Pictured above L to R , are John Schumann, Evie Griffin, Rob Krasa, and Joe Micon, LUM executive director.}

LUM Tax Assistance – Strengthens Families

Celebrating Another Successful Tax Year

Each year, LUM offers FREE Income Tax Preparation Assistance for eligible, low-income households and individuals who reside in Tippecanoe County. Some interesting statistics about this year’s LUM Tax Assistance Program are as follows:

  • $633,267 – Total Refunds
  • $568,183 – Total Federal Refunds
  • $65,084 – Total State Refunds
  • 407 – Income Tax Returns filed
  • $153,912 – Total in Earned Income Credit
  • $20,750 – Average Adjusted Gross Income

Why is the LUM Tax Assistance Program so important?

  • Lower wage workers wouldn’t be able to afford having their tax returns prepared professionally
  • Federal & state support for working families is often 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

This year’s LUM Tax Assistance Program volunteers and staff met for dinner at the program director’s home to reflect & celebrate another successful year. Attending the celebration, pictured above L to R, were (back row) Rob Patrick, Karen Marty, Patti O’Callaghan, Andrea Schmidt, Josh Prokopy, LUM Tax Assistance Program director, & Ron Smith; and (front row) Cheryl Nettleman & Ann Pellegrino.


Make a Donation Button
Tax Assistance Program

LUM Income Tax Assistance in Full Swing

Impressive Program Statistics So Far

In just over a month, 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 – 206
  • Total Earned Income Credit – $105,749
  • Average Adjusted Gross Income – $21,823
  • Total Refund Amount – $362,503

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 Josh Prokopy (pictured above).


Make a Donation Button
Tax Assistance Program

Spotlight on Tax Assistance Volunteers



The LUM Tax Assistance Program started this month and is in full swing! Volunteers are an integral part of this vital program, and today we put a spotlight on these superstars. Pictured L to R are Karen Marty, Andrea Schmidt, Ann Pellegrino, Josh Prokopy (director), Connie Decker and Marilyn Zerbes. Volunteers not pictured are Evie Griffin (intern), Patti O’Callaghan, Ron Smith, Rob Patrick, Tricia Sembroski, Ai Ai Lau, Carol Reisert, Tim Delworth and Bill Meinweiser. LUM would not be able to offer this service without the skilled, trained volunteers who make it a success each year. Special thanks to ALL of the LUM Tax Assistance Program volunteers 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.


Make a Donation Button

Tax Assistance Program