Tag Archives: tax assistance

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

LUM VITA Program Update 2017


Each year LUM partners with the IRS to bring free, quality, tax return preparation services to hundreds in Tippecanoe County. Just since January, the LUM Tax Assistance Program has had a tremendous positive impact on our community. Some interesting statistics so far are as follows:

  • 392 – Total Income Tax Returns Filed
  • $275,629 – Total Earned Income Credit
  • $19,194 – Average Adjusted Gross Income
  • $789,727 – Total Refund Amount

Last year, 929 working families were served with an average return of $1,398.26 — and almost $1.3 million in refunds and tax credits were secured for local households — and back into our local economy.

LUM would not be able to offer this service without the skilled, trained volunteers who make this program such a success each year. The 2017 LUM Tax Assistance Program is led by Ben Murphy, Pictured above from L to R: Gina Williams, Tax Intern; Patti O’Callaghan, Tax Volunteer, Ben Murphy; and Connie Decker, Tax Receptionist.


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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Tax Assistance Program

Tax Assistance Program – In Full Swing


The LUM Office is buzzing with excitement– so it must be Tax Season. Each year LUM partners with the IRS to bring free, quality, tax return preparation services to hundreds in our community. In just four weeks, the LUM Tax Assistance Program already has some impressive statistics to share.



Some interesting statistics so far are as follows:

  • Total Income Tax Returns Filed – 197
  • Total Earned Income Credit – $197,776
  • Average Adjusted Gross Income – $18,670
  • Total Refund Amount – $513,568

Last year, 929 working families were served with an average return of $1,398.26 — and almost $1.3 million in refunds and tax credits were secured for local households — and back into our local economy.

 


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

Joe Micon, LUM Executive Director stated,

Of all the wonderful services offered by LUM, there is none that has a greater positive impact on the children and families in our community than our tax assistance program.

The impact this money has upon local families cannot be understated. Over the past 15 years LUM has built a strong infrastructure of tax expertise, relationships with clients, information technology and a group of committed volunteers and donors who support this important program.


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. The 2017 LUM Tax Assistance Program is led by Ben Murphy (pictured above).

 

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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Tax Assistance Program

Spotlight on Tax Assistance Volunteers



The LUM Tax Assistance Program is in full swing! Volunteers are an integral part of the LUM Income Tax Assistance Program — and today we put a spotlight on our 2017 superstars — Gina Williams, intern; Patti O’Callaghan; Ben Murphy, director; and Connie Decker (pictured L to R).


Did you know? At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge.


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.


 

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

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

New Year’s Resolution – Volunteer More in 2017


Is one of your New Year’s Resolutions to Volunteer More in 2017?


LUM VolunteerS ButtonWell — LUM wants to help you achieve that goal. There are a number of opportunities for you, your family and your friends to get engaged with LUM now.


Immediate Openings — LUM Volunteer Needs

Please scroll down and read more details about all of these IMMEDIATE volunteer opportunities to serve LUM and your community.


There are many different opportunities for volunteering, from working one-on-one with a child in the 5th Quarter Summer Learning Program to helping run the 44-bed emergency homeless shelter. Also, there are opportunities to fit every schedule, from regular long-term commitments such as being an advocate once a week with the Immigration Clinic, Good Samaritan Program or ID Clinic — or doing data entry at the St. John’s/LUM Food Pantry or intake for our shelter guests each weekday afternoon —  to one time work with an events like Hunger Hike, LUM Camp,  Community Thanksgiving Celebration, Follies or Jubilee Christmas. 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? Sign up to Volunteer with LUM!


Immediate Openings — LUM Volunteer Needs

LUM TAX ASSISTANCE PROGRAM

2013-07-11 MarilynZerbes 022 (2)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 Volunteer Tax Assistance Program offers flexible hours, the training is free and the time commitment is up to you. Choose your LUM tax volunteer 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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LUM EMERGENCY SHELTER – Overnight Volunteers

2013-02-05 LUM Emergency Shelter 006 (2)The LUM Emergency Homeless Shelter needs volunteers 365 nights a year. Currently there are openings for Overnight Shelter Volunteers. Three volunteers and one staff member are scheduled nightly. Each volunteer will be assigned various duties including but not limited to the following:

  • Check-in Desk
  • Kitchen (serve food)
  • Hall & Bath (distribute towels, soaps, shampoo, etc.)
  • Assistance at the Winter Warming Station

Lights are out for guests at 10:30 p.m. After lights out, the three volunteers divide up the duties. Wake-up for the guest is 6:00 a.m. sharp. A  breakfast snack is distributed and all guests are gone by 7:00 a.m. Must be at least 18 years old. Training is provided. Volunteers must attend a Shelter Training Session. These sessions are held every Monday night.

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

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LUM IMMIGRATION CLINIC 

The LUM Immigration Clinic has several volunteer opportunities — and is especially grateful for volunteers who speak Spanish.

The volunteers needs are as follows:

  • Program Assistant, Language Translator & Language Interpreter

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

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LUM CAMP – Volunteer Camp Counselors

2012-08-01 LUM Camp 005 (2)Would you, or someone you know, make a good LUM Camp Counselor?

LUM Camp Counselors – First Call! It may be freezing outside with snow flurries — But in 27 short weeks, it’s time for LUM Camp 2017! LUM Camp is a week-long, overnight camp program for low-income children from 8 to 10 years old. Volunteer camp counselors must be 18 years old, enjoy working with children and be able to spend the entire week at LUM Camp from 11:00 a.m. on Monday, July 31 to 4:00 p.m. on Friday, August 4. Committed volunteer camp counselors are at the heart of a successful LUM Camp and play an important role with our LUM campers.

For additional information, click HERE.

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FOOD PANTRY  – Data Entry Volunteers

2013-04-25 RexFuller 001 (2)The St. John’s/LUM Food Pantry Data Entry volunteer welcomes clients to the St. John’s/LUM Food Pantry, verifies their household information on LUM’s client database, and determines if they qualify for assistance. Volunteers are needed when the pantry is open — Monday, Tuesday, Thursday and Friday mornings from 8:45 to 11:45 a.m. — and Saturday afternoon 1 to 3 p.m. The Data Entry volunteer must be knowledgeable of basic computer operation and database concepts. As special training is required, a long term commitment is desired.

For more information, click HERE. For further information, please email or call Linda Hicks (lhicks@lumserve.org | 765-423-2691).

Please share with others.


More Important Information

LUM EVENTS
Sign up to volunteer at LUM Events online. 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).


LUM VOLUNTEER LISTING
To view all LUM Volunteer Opportunities, click HERE.


SIGN UP ONLINE
 Sign up to volunteer with LUM online. It’s quick and easy — and you’ll get an email confirmation and email reminders. For a list of Online Volunteer Sign Up Sheets, click HERE.



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

Meet the New LUM Tax Assistance Director


Ben Murphy — Tax Assistance, program director2016-09-20-murphy-ben-002-2

Ben will oversee the LUM Tax Assistance Program.

He is originally from Lawrenceburg, Kentucky and now lives in West Lafayette with his wife, Alison. Ben earned a BS in Computer Graphics Technology and Operations & Supply Chain Management, both from Purdue University. Currently he oversees the LUM Turkey Trot 5K Run, coordinates the Financial Peace University classes at St. Thomas Aquinas Center and is working on becoming a Financial Coach for his long term career aspiration.

Ben loves running outdoors, hanging out with his wife, exploring nature and reading. He and his wife are active in the community and within their church, St. Ann’s Church. He also has volunteered with the LUM After School Program. Ben shared that he is “excited to use his financial background and experience to assist families in our community through the tax program at LUM.” LUM is fortunate to have someone with Ben’s skills in charge of the LUM Volunteer Income Tax Assistance (VITA) program.

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


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Tax Assistance Program

Meet Andrea — Volunteer Tax Preparer


Volunteers are an integral part of the LUM Income Tax Assistance Program; an2016-02-16 Tax 008 (gold border)d this year, 15 LUM volunteers studied and received IRS certification to prepare tax returns. It’s a big commitment of their time and effort, but the return for volunteers is big too. Today we’d like to shine a spotlight on one of our superstars — Andrea Schmidt.

Originally from Waukegan, Illinois, Andrea earned a BS from Northwestern University (Elementary Education/Linguistics) and a Master’s in Education from University of Illinois, Chicago. She and her husband, David, moved to Lafayette in 1992 so he could take a job as a physician in private practice after 11 years as an US Air Force physician.

She then earned an associate’s degree in paralegal studies from Ivy Tech Community College and was a paralegal for over 10 years. Andrea and David, both now retired, have three grown sons – John, who lives in Phoenix; and Christian and Peter, who live in Lafayette. They have six grandchildren – two from each of their sons.

Andrea has volunteered at LUM for six of the past seven tax seasons. She donates 15 hours of her time each week.

“I enjoy helping people in such a real and tangible way. For some of my clients, a full one-third of their annual income comes from the tax refund we are able to secure for them through LUM. And because we don’t charge for our service, low-income wage earners are much more likely to file their returns.”

Andrea says the best part about his volunteer work in the LUM Tax Assistance Program is that it helps her to better understand the lives of low-income wage earners. “My stereotypes are challenged every time I come to LUM. I am amazed by how hard people work and how far they are able to stretch their limited dollars. It’s a real eye opener.” The remainder of the year, Andrea volunteers with the LUM Good Samaritan Program.


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Tax Assistance Program

Tax Assistance Program – In Full Swing


It’s tax time at LUM – so the office is bustling. Each year LUM partners with the IRS to bring free, quality, tax return preparation services to hundreds in our community. In just five weeks, the LUM Tax Assistance Program has had a tremendous positive impact on our community.


marilyn w gold border


Some interesting statistics so far are as follows:

  • Total Income Tax Returns Filed – 397
  • Total Earned Income Credit – $340,024
  • Average Adjusted Gross Income – $19,058
  • Total Refund Amount – $878,309

Last year, 790 joint and individual returns were prepared; and $1.6+ million in refunds and credits were returned to local households—and back into our local economy.


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

Joe Micon, LUM Executive Director stated,

“The positive impact upon local families of these dollars cannot be understated. Over the past 14 years LUM has built a strong infrastructure of tax expertise, positive relationships with clients, information technology and a pool of committed volunteers and generous donors who support this program.

“Of all the wonderful services offered by LUM, there is none that has a greater positive impact on the children and families in our community than our tax assistance program.”


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. The 2016 LUM Tax Assistance Program is led by Marilyn Zerbes (pictured above).

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.


Make a Donation Button
Tax Assistance Program

Meet Andrea — LUM Volunteer Tax Preparer


Volunteer2016-02-16 Tax 008 (2)s are an integral part of the LUM Income Tax Assistance Program — and this year, 15 LUM volunteers studied and received IRS certification to prepare tax returns. It’s a big commitment of their time and effort, but the return for volunteers is big too. Today we’d like to shine a spotlight on one of our superstars — Andrea Schmidt.

Originally from Waukegan, Illinois, Andrea earned a BS from Northwestern University (Elementary Education/Linguistics) and a Master’s in Education from University of Illinois, Chicago. She and her husband, David, moved to Lafayette in 1992 so he could take a job as a physician in private practice after 11 years as a US Air Force physician.

She then earned an associate’s degree in paralegal studies from Ivy Tech Community College and was a paralegal for over 10 years. Andrea and David, both now retired, have three grown sons – John, who lives in Phoenix; and Christian and Peter, who live in Lafayette. They have six grandchildren – two from each son.

Andrea has volunteered at LUM for six of the past seven tax seasons. She donates 15 hours of her time each week.

“I enjoy helping people in such a real and tangible way. For some of my clients, a full one-third of their annual income comes from the tax refund we are able to secure for them through LUM. And because we don’t charge for our service, low-income wage earners are much more likely to file their returns.”

Andrea says the best part about his volunteer work in the LUM Tax Assistance Program is that it helps her to better understand the lives of low-income wage earners. “My stereotypes are challenged every time I come to LUM. I am amazed by how hard people work and how far they are able to stretch their limited dollars. It’s a real eye opener.” The remainder of the year, Andrea volunteers with the LUM Good Samaritan Program.


The 2016  LUM Tax Assistance Program is led by Marilyn Zerbes. Call
765.423.2691 for more information.


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Tax Assistance Program

Spotlight on Tax Assistance Volunteers


2016-01-26 Tax Volunteers 002 (3) (1280x853)


The LUM Tax Assistance Program is in full swing! Volunteers are an integral part of the LUM Income Tax Assistance Program — and today we put a spotlight on our 2016 superstars — Patti O’Callaghan, Ann Pellegrino, Sam Jenkins, Cheryl Nettleman & Andrea Schmidt (pictured above L to R).


Did you know? At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge.


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. The 2016 LUM Tax Assistance Program is led by Marilyn Zerbes.

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

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