Tag Archives: tax assistance

Meet a LUM Tax Assistance Volunteer

2015-02-23 AnnePellegrino 005 (gold)

Volunteers are an integral part of the LUM Income Tax Assistance Program — and we’d like you to meet one of our superstars — Ann Pellegrino.

Originally from Easton, Pennsylvania, Ann graduated from Middlebury College (Vermont) before ending up in the mid-west. She lives in Lafayette with her husband, Lou. Ann & Lou have two grown daughters & three grandsons.

She is a retired professional from Purdue University. While at Purdue, Ann administered programs in Gifted Education and later was an administrative assistant in a research laboratory in Biological Sciences.

As a volunteer tax preparer, Ann’s expertise is in preparing taxes for what the government classifies as “non-resident aliens.” About 75% of her tax clients are international students from Purdue. Ann has been a dedicated volunteer with the LUM Tax Assistance Program for over six years and has over 15 years experience in preparing taxes.

Ann shared that “it’s just so much fun. I enjoy working with the clients and figuring it out like one big puzzle. I love volunteering because I get to meet and work with very interesting people from all over the world.”

A tremendous thank you to Ann and all of our LUM Tax Assistance Program volunteers.


 

LUM Tax Assistance Program is Busy — Impressive Stats So Far

In just five weeks, the LUM Tax Assistance Program has had a tremendous positive impact on our community. Some interesting statistics so far are as follows:2015-02-23 AnnePellegrino 013 (gold)

  •  Total Income Tax Returns Filed – 400
  • Total Earned Income Credit – $390,982
  • Total Education Tax Credit – $5,016
  • Total Refund Amount – $790,310

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 2015
LUM Tax Assistance Program is led by Sandra Dunn-El (pictured above). Call
765.423.2691 for more information.


Make a Donation Button

Tax Assistance Program

Advertisements

Leave a comment

Filed under Income Tax Assistance, Uncategorized, Volunteer

LUM Tax Assistance Program is Busy — Impressive Stats So Far

2015-02-23 AnnePellegrino 013 (gold)In just five 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 – 400
  • Total Earned Income Credit – $390,982
  • Total Education Tax Credit – $5,016
  • Total Refund Amount – $790,310

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 2015
LUM Tax Assistance Program is led by Sandra Dunn-El (pictured above). Call
765.423.2691 for more information.


Meet a LUM Tax Assistance Volunteer

Volunteers are an integral part of the LUM Income Tax Assistance Program — and we’d like you to meet one of our superstars — Ann Pellegrino.

2015-02-23 AnnePellegrino 005 (gold)

Originally from Easton, Pennsylvania, Ann graduated from Middlebury College (Vermont) before ending up in the mid-west. She lives in Lafayette with her husband, Lou. Ann & Lou have two grown daughters & three grandsons.

She is a retired professional from Purdue University. While at Purdue, Ann administered programs in Gifted Education and later was an administrative assistant in a research laboratory in Biological Sciences.

As a volunteer tax preparer, Ann’s expertise is in preparing taxes for what the government classifies as “non-resident aliens.” About 75% of her tax clients are international students from Purdue. Ann has been a dedicated volunteer with the LUM Tax Assistance Program for over six years and has over 15 years experience in preparing taxes.

Ann shared that “it’s just so much fun. I enjoy working with the clients and figuring it out like one big puzzle. I love volunteering because I get to meet and work with very interesting people from all over the world.”

A tremendous thank you to Ann and all of our LUM Tax Assistance Program volunteers.


Make a Donation Button

Tax Assistance Program

Leave a comment

Filed under Income Tax Assistance, Uncategorized, Volunteer

New Year’s Resolution – Volunteer More in 2015


LUM VolunteerS Button

Is one of your New Year’s Resolutions to Volunteer More in 2015?

Well — 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

  • Tax Assistance Program
  • Emergency Shelter Coordinators
  • LUM Camp Counselors
  • Food Pantry—Data Entry Volunteers
  • Volunteer Receptionists

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

Please share with others.



VOLUNTEER — 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.
The Last year, 52 volunteers prepared close to 1,500 returns for LUM clients, returning more than $4 million to those households. Choose your LUM tax volunteer role – and get a chance to touch many lives. If you’re interested or need more information, please call or email Sandra Dunn-El (765.423.2691 | sdunn-el@lumserve.org).

Please share with others.



LUM SHELTER VOLUNTEER OPPORTUNITIES


2013-02-05 LUM Emergency Shelter 006 (2)The LUM Emergency Homeless Shelter needs volunteers 365 nights a year. Currently there are openings for Weekend Coordinators and Overnight Shelter Volunteers.

  • Weekend Coordinators – Responsible for managing the LUM overnight shelter one or more Friday or Saturday nights a month from 8 p.m. to 7 a.m.; sleep from 11 p.m. – 6 a.m. provided no emergencies occur. Weekend Coordinators supervise shelter guests and volunteers; and are fully trained prior to first shift.
  • Overnight Shelter Volunteers – Duties include assist coordinator in checking in guests & serving meals, stay on site all evening (8:15 p.m. to 7 a.m.), and take a shift on “awake” duty. Must be able to maintain confidentiality and interact with a variety of people.

Volunteers must be at least 18 years old and attend one Shelter Training Session which are offered twice a month. The next two Training Sessions are scheduled for Thursday, January 16 & Monday, January 26 at 6:30 p.m. at the LUM Ray Ewry Youth Center (525 N. 4th Street, Lafayette). No need to register. Click HERE for more information on the positions and for the 2015 Shelter Training schedule.

If you’re interested or need more information, please call or email Joyce Fasani (765.423.2691 | jfasani@lumserve.org).

Please share with others.



LUM VOLUNTEER CAMP COUNSELORS NEEDED


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 2015!
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 27 to 4:00 p.m. on Friday, July 31. Committed volunteer camp counselors are at the heart of a successful LUM Camp and play an important role with our LUM campers.
Close to 60 volunteer counselors and activity leaders guide the campers through a week filled with new experiences including swimming, hiking and crafts. LUM Camp Counselors instill confidence, rejoice in the accomplishments of campers, help nurture self-esteem, and support each camper throughout the wonderful week that is LUM Camp.
A comfy bunk in a rustic cabin is reserved just for you! All you need is the availability and willingness to have a fun week this summer with a great group of campers. Why not make this year the year you say “yes” to becoming a LUM Camp Counselor? For additional information, click HERE.

Please share with others.



FOOD PANTRY DATA ENTRY VOLUNTEERS NEEDED


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. Clients are then served by the counter volunteers. The St. John’s/LUM Food Pantry is located in St. John’s Episcopal Church at 6th and Ferry Streets. The pantry is open Monday, Tuesday, Thursday or Friday mornings from 8:45 to 11:45 a.m.—and Saturdays from 1 t0 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. Interested persons should please email or call Linda Hicks (lhicks@lumserve.org | 765-423-2691).

Please share with others.



VOLUNTEER RECEPTIONIST NEEDED


131023 Jubilee RegistrationVolunteer Receptionist needed each afternoon from 12:45 to 4:30 p.m. — and some mornings.
Volunteer Receptionists greet guests, answer phones and complete general clerical duties in the main office of Lafayette Urban Ministry (420 N. 4th Street, Lafayette).
If you are interested or need more information, please call or email Sylvia Mohler (765.423.2691 or smohler@lumserve.org).

Please share with others.



Join LUM online and help us serve children and families even better.


 Instagram-logo  

      pinterest-logo-2-1074x1067

Leave a comment

Filed under After School Program, Homeless Shelter, Income Tax Assistance, Lafayette Urban Ministry, LUM, LUM Camp, St. John's/LUM Food Pantry, Volunteer

Client Corner – LUM Good Samaritan Program – Meet Gregory Gillard


2014-11-13 MissionMoment 004 (2)

Meet Gregory Gillard from Lafayette. He is a client of LUM Case Management, a former guest of the LUM Emergency Shelter and a recipient of the LUM Good Samaritan Fund.

Gregory was unemployed and needed to find a job close to his aunt who has recently taken ill. He moved to Lafayette to look for work and needed to stay as a guest in the LUM Emergency Shelter—and he took full advantage of LUM Case Management.

Within a matter of a few weeks, he landed a job at downtown restaurant and signed a lease. During this transition into his new home and his new job, Gregory needed some emergency financial assistance from the LUM Good Samaritan Fund.

He simply needed “non-skid” shoes for work, some assistance with his security deposit and one or two pieces of modest furniture like a dresser.

Gregory appreciates LUM for giving him the support he needed to get a job and find a home — which gives him the stability and security to allow him to visit his family often, especially his aunt — just in time for the holidays.

If you wish to donate to the LUM Good Samaritan Fund, LUM Emergency Shelter and LUM Case Management program, click HERE.



Join LUM online and help us serve children and families even better.


 Instagram-logo  

      pinterest-logo-2-1074x1067

 

 

 

Leave a comment

Filed under Case Management, Giving, Homeless Shelter, Lafayette Urban Ministry, LUM, Mission Moment

Client Corner – LUM Tax Assistance Program – Meet Lewis Perrick


ClientMeet Lewis Perrick from Lafayette. Lewis is a client of the LUM Tax Assistance Program.

Like many, Lewis came to LUM for assistance with submitting his IRS income tax forms but soon discovered it was going to be more complicated. He worked with our trained income tax volunteers to not only submitted last year’s taxes but also previous year’s as well.

The final paperwork was submitted last week, and Lewis is thankful for the professional help he received from LUM to put this all behind him.

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



Join LUM online and help us serve children and families even better.


 Instagram-logo  

      pinterest-logo-2-1074x1067

Leave a comment

Filed under Giving, Lafayette Urban Ministry, LUM, Mission Moment, St. John's/LUM Food Pantry

Concerning a Fair Wage


June 2014



Joe Micon

Joe Micon

Concerning a Fair Wage by Joe Micon, LUM executive director


It is our practice at LUM’s homeless shelter to give admission preferences to guests who have jobs. Often, the work schedules of those individuals makes it difficult for them to pick up an entrance pass or check-in during the appointed times – so we bend the rules for them a bit. We think work is a good thing and try not to place unintended barriers in the way of our guest’s employment.

We keep pretty close tabs on who of our guests are employed and who are not. So imagine my surprise to observe recently that more than one-third of LUM’s homeless guests are employed at least part-time. This wasn’t just a one day snapshot. A full one-third of our guests are employed now on any given day of the year. If this is the case at LUM’s shelter, I would suspect other shelters around our state and nation are also serving large percentages of the employed homeless.

This is just the latest extension of what is now all too common and routine at LUM. We have become a ministry that serves primarily those who work – because what they are paid isn’t nearly enough to meet their basic needs.

  • LUM provides subsidized after school and summer child care for children of working parents.
  • LUM, with our partner St. John’s Episcopal Church, provides food for many, many individuals who work but can’t afford to feed themselves and their families.
  • LUM provides emergency financial aid for rent and utility assistance to primarily working clients through our Good Samaritan Fund.
  • LUM’s Tax Assistance Program served just under 2,000 workers this year.
  • And now, a growing percentage of those in our homeless shelter are there because their jobs don’t pay enough to cover the cost of their own housing.

So here are the questions I wrestle with a lot these days…..

  • If the living wage for a single parent and two children in Lafayette (according to a 2014 MIT study) is $22.79, is it fair and just that our minimum wage remains at $7.25?
  • Wouldn’t it be more dignified for workers to earn a fair wage for their work and rely less on tax funded public assistance programs like food stamps and rent subsidies (or on the generosity of places like LUM, for that matter)?
  • Is it fair for taxpayers to continue to subsidize the profits of employers who aren’t paying their employees enough to get by?
  • Wouldn’t our entire economy be stronger, and businesses fair better, if we had a healthy middle class that had greater ability to purchase goods and services?

Now that the numbers of jobs in our community and beyond are on the climb, it seems as if we must begin the more difficult discussions of how to pay our employees a wage that allows them to live, learn and grow to their fullest God-given potential. There seems to be something inherently wrong when even hard work doesn’t give you a quick ticket out of a homeless shelter.


What do you think?



Join LUM online and help us serve children and families even better.


 Instagram-logo  

   pinterest-logo-2-1074x1067   

Leave a comment

Filed under Giving, Lafayette Urban Ministry, LUM, LUM Camp, Ray Ewry

Mission Moment — Meet the Poore Family


March 2014



Dear Friend,

The Lafayette Urban Ministry has been a special friend to Lisa Poore.  

moore family

The Poore Family

After the accidental death of her husband…
During the difficult process of grief and recovery…
Through all the challenges of being a new single parent and working mom…

LUM has extended to Lisa the heartfelt friendship and support she has needed to start over.

Each of her three children, Shane, Hayley and Madison, have attended LUM’s Enhanced After School Program. While Lisa is finishing up her workday as an aide at a local school learning center, her children are here at LUM completing their homework, participating in educational enrichment activities and enjoying the company of caring adults.

During the summer months, Lisa’s children participate in LUM’s 5th Quarter Learning Retention Program where fun-learning in math, science, social studies, and reading helps them to be better prepared to return to school in August.

Each of Lisa’s children have also attended LUM Camp. She remembers thinking there would be no place other than LUM she would entrust to Shane’s, Hayley’s and Madison’s first-ever trips away from home. The children still sing all the LUM Camp songs!

On LUM’s Jubilee Christmas day, Lisa “shopped” for the toys that were on her children’s wish lists. Christmas without their dad will always be difficult. But Lisa was grateful to watch her children’s spirits lift as they opened their presents.

Recently, Lisa came to LUM to have her income tax return prepared free of charge. The state and federal tax credits she earns are crucial to helping Lisa pay her family’s basic costs of living.

So do you see what I mean?

LUM has indeed been a very important friend to Lisa and her children. And like any friend we want to be here whenever

Lisa Poore & Joe Micon, LUM executive director

Lisa Poore & Joe Micon, LUM executive director

we are needed. That’s why I hope you will consider making a generous financial gift to support our work.

The Lafayette Urban Ministry is both first recourse and last resort for our neighbors in need. During 2013, the Lafayette Urban Ministry served 6,027 different families. Our doors are always open and our staff and volunteers are always here to serve – every day of the year, literally around the clock.

By making a generous contribution of $50, $100, $250, $500, or $1,000 you can help brighten the future for the many children and families LUM serves.

Your gift will be used to support all of LUM’s important programs…

  • the Homeless Shelter and Case Management Program
  • the Good Samaritan Emergency Assistance Program
  • the Community Thanksgiving Meal, and St. John’s/LUM Food Pantry
  • the Asset Building Classes and ID clinic
  • the many Youth Service Programs and Free Income Tax Return Service

Your past support has been critically important to those we serve here at the Lafayette Urban Ministry. I hope you will continue – and perhaps increase – your giving for 2014.

Through all of her challenges, Lisa Poore has always impressed me as a devoted and hard working mom. Right now, she is taking an online course in order to receive a higher job certification. In the future, she dreams of purchasing a new home.

Lisa gives thanks for the friendship and generosity shown her by the Lafayette Urban Ministry. It has helped her and her children to heal and start over again.

But in-so-far as LUM would not be here without your generous support, Lisa is really giving thanks for you.

Please, won’t you make a generous gift to the Lafayette Urban Ministry? Please give online at www.lumserve.org.


Gratefully,
Joe Micon Signature
Joe Micon
Executive Director
Lafayette Urban Ministry


P.S. — Help us to build a community where hardworking moms like Lisa Poore, and terrific children like Shane, Hayley and Madison can live, learn and grow to their fullest potential. Please, can we hear from you today?



Join LUM online and help us serve children and families even better.


 Instagram-logo  

   pinterest-logo-2-1074x1067   

 

Leave a comment

Filed under 5th Quarter, After School Program, Giving, Income Tax Assistance, Jubilee Christmas, Lafayette Urban Ministry, LUM, LUM Camp, Mission Moment

Volunteers Needed — LUM Income Tax Assistance Program

Choose your LUM tax volunteer role – a chance to touch many lives.

Ever thought about volunteering to help people with their tax returns? With thousands of volunteer tax preparation sites nationwide, you can touch many lives as a tax volunteer. Helping in either the Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs can be rewarding while serving a vital role in your local community.

The VITA and TCE programs offer free tax help to people with low-to-moderate income, senior citizens, persons with disability, those who have limited English proficiency and others who need assistance in preparing their own tax returns. In the majority of the free tax help sites, taxpayers can get one-on-one help from IRS-certified volunteers who prepare their taxes for them. Other sites offer the self-prepare option for people to do their own taxes for free using web-based tax preparation software. And, some sites offer both options. Volunteers are needed in all these sites during the tax filing season.

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 hours are flexible, the training is free and the time commitment is up to you.


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.



Join LUM online and help us serve children and families even better.


     

Leave a comment

Filed under Income Tax Assistance, Lafayette Urban Ministry, LUM, Uncategorized

LUM Tax Assistance Program — Results So Far


Image


With less than two weeks left to file income tax, LUM executive director, Joe Micon has some exciting statistics to share with the community. Watch this short video blog to learn more:



LUM offers Tax Assistance until April 11, 2013. To make an appointment call 765.423.2691. For more information about the LUM Tax Assistance Program, click HERE.


Local news coverage of the LUM Tax Assistance Program:



Join LUM online and help us serve children and families even better.


      

Leave a comment

Filed under Income Tax Assistance, Lafayette Urban Ministry, LUM, Uncategorized

Meet the LUM Interns — Jashay Johnson-Martin

Meet the LUM Interns — Jashay Johnson-Martin


2013-02-21 Jashay (2)


Jashay Johnson-Martin is from South Bend, Indiana and is a Purdue undergraduate majoring in Human Services with a duel minor in Sociology and Organizational Leadership & Supervision.

As a LUM Intern, Jashay is working with Case Management, the Tax Assistance Program, and Achieve! Program. In addition to her studies at Purdue and internship with LUM, Jashay works as a youth program assistant at a local youth center.

After graduation in May 2013, Jashay will be attending graduate school to pursue a Master of Social Work (MSW), a master’s degree in the field of social work.


2013-02-21 tax assistance 002 (2)



Join LUM online and help us serve children and families even better.


      

Leave a comment

Filed under Achieve!, Case Management, Income Tax Assistance, Interns, Lafayette Urban Ministry, LUM