Civic Intelligence

Life Plan of Kentucky Inc.

990EZ • Fiscal year 2014 • EIN 45-3567607

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 22, 2015

Organization ProfileWWW.LIFEPLANOFKY.ORG

View Organization Page

2333 Alexandria DriveLexington, KY 40504

(859) 514-6073

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.75x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

34th percentile

-2.6%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

151%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$11,896

Down $7,580 (-39%) from 2013

Net Assets

$2,961

No earlier filing loaded for comparison.

Liabilities

Down

$8,935

Down $6,600 (-42%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin34th percentile

Revenue

Up

$37,941

Up $22,795 (+151%) from 2013

Expenses

Up

$38,921

Up $26,347 (+210%) from 2013

Net Income

Down

-$980

Down $3,552 (-138%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2012: $1,369Liabilities 2012: $02012Assets 2013: $19,476Liabilities 2013: $15,5352013Assets 2014: $11,896Liabilities 2014: $8,935Net Assets 2014: $2,9612014Assets 2016: $21,617Net Assets 2016: $21,6172016Assets 2017: $25,635Liabilities 2017: $15,000Net Assets 2017: $10,6352017Assets 2018: $50,545Liabilities 2018: $10,000Net Assets 2018: $40,5452018Assets 2019: $191,325Liabilities 2019: $0Net Assets 2019: $191,3252019Assets 2020: $275,346Liabilities 2020: $0Net Assets 2020: $275,3462020Assets 2021: $474,691Liabilities 2021: $0Net Assets 2021: $474,6912021Assets 2022: $794,394Liabilities 2022: $0Net Assets 2022: $794,3942022Assets 2023: $893,816Liabilities 2023: $0Net Assets 2023: $893,8162023Assets 2024: $725,779Liabilities 2024: $15,127Net Assets 2024: $710,6522024

Highlighted filing

2014

Assets$11,896
Liabilities$8,935
Net Assets$2,961
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $4,250Expenses 2012: $4,343Net Income 2012: -$932012Revenue 2013: $15,146Expenses 2013: $12,574Net Income 2013: $2,5722013Revenue 2014: $37,941Expenses 2014: $38,921Net Income 2014: -$9802014Revenue 2016: $101,516Expenses 2016: $89,968Net Income 2016: $11,5482016Revenue 2017: $164,615Expenses 2017: $175,597Net Income 2017: -$10,9822017Revenue 2018: $225,168Expenses 2018: $195,258Net Income 2018: $29,9102018Revenue 2019: $422,134Expenses 2019: $271,354Net Income 2019: $150,7802019Revenue 2020: $373,982Expenses 2020: $291,893Net Income 2020: $82,0892020Revenue 2021: $526,567Expenses 2021: $331,430Net Income 2021: $195,1372021Revenue 2022: $680,983Expenses 2022: $355,933Net Income 2022: $325,0502022Revenue 2023: $621,123Expenses 2023: $524,462Net Income 2023: $96,6612023Revenue 2024: $421,318Expenses 2024: $605,082Net Income 2024: -$183,7642024

Highlighted filing

2014

Revenue$37,941
Expenses$38,921
Net Income-$980
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 22, 2015
Return Version
2014v5.0
Gross Receipts
$37,941
Mission and Program Overview

Mission

Provide pooled trust services to disabled individuals who receive means tested benefits. Additionally, the organization provides, at no charge to attendees, educational programs and opportunities for family members of persons with disabilities, consultation about services available in kentucky, and recreational opportunities for persons with disabilities. The organization also conducts informational programs about kentucky medicaid waivers and other services at no charge for individuals with disabilities and their families, case managers, and other professionals. The organziation also assists eligible individuals, at no charge, to establish able accounts to protect eligibility for disability-related services and benefits.

Provide pooled trust services to disabled individuals who receive means tested benefits.

Program Services

DescriptionGrantsExpenses
ADMINISTER POOLED SPECIAL NEEDS TRUSTS FOR INDIVIDUALS WITH DISABILITIES WHO RECEIVE MEANS TESTED BENEFITS-$35,572
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES EVANSBoard Chairm-$0--
KAREN PERCHExecutive DiPT$0--
CAROLYN WHEELERSecretaryPT$0--
JIM MIKE WILLIAMSTreasurer-$0--
JERRY JOHNSONDirector-$0--
KRISTY STAMBAUGHDirector-$0--
GAIL CECCONIDirector-$0--
RICK LANDONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Life Plan of Kentucky Inc
EIN
45-3567607
Phone
8595146073
Address
2333 ALEXANDRIA DRIVE, LEXINGTON, KY 40504

Signing Officer

Name
Karen Perch
Title
Executive Director
Phone
8595146073
Signed
2015-10-22

Preparer

Firm
Fister Williams & Oberlander Pllc
Address
401 LEWIS HARGETT CIRCLE SUITE 110, LEXINGTON, KY 40503
Preparer
Jim Mike Williams
Phone
8592190098
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses exhibit fees 185 software license fees 4,030 software support fees 575 insurance 1,529 workers compensation 292 office supplies 219 conference registration 700 software training expense 3,526 travel 1,771 miscellaneous expenses 78 participation fees 500 non-investment depreciation 3,766 total 17,171”

Form 990-ez, Part II, Line 24

“Depreciable assets 12,325 12,325 less accumulated depreciation 1,027 4,793 total 11,298 7,532”

Form 990-ez, Part II, Line 26

“Unsecured notes and loans payable 15,535 8,935”

Form 990-ez, Part III

“Provide pooled trust services to disabled individuals who receive means tested benefits.”

Raw XML Appendix154 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08595146073
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02333 ALEXANDRIA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08178
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05640
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-980
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04966
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019476
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011896
IRS990EZ/GrossReceiptsAmt037941
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02961
IRS990EZ/OccupancyRentUtltsAndMaintAmt09987
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN PERCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLYN WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM MIKE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERRY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTY STAMBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GAIL CECCONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICK LANDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIRM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011298
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07532
IRS990EZ/OtherExpensesTotalAmt017171
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE POOLED TRUST SERVICES TO DISABLED INDIVIDUALS WHO RECEIVE MEANS TESTED BENEFITS.
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramServiceRevenueAmt032301
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTER POOLED SPECIAL NEEDS TRUSTS FOR INDIVIDUALS WITH DISABILITIES WHO RECEIVE MEANS TESTED BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035572
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06782
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015535
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08935
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038921
IRS990EZ/TotalProgramServiceExpensesAmt035572
IRS990EZ/TotalRevenueAmt037941
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LIFEPLANOFKY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044447
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt057337
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04250
IRS990ScheduleA/Total509Grp/TotalAmt057337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EXHIBIT FEES 185 SOFTWARE LICENSE FEES 4,030 SOFTWARE SUPPORT FEES 575 INSURANCE 1,529 WORKERS COMPENSATION 292 OFFICE SUPPLIES 219 CONFERENCE REGISTRATION 700 SOFTWARE TRAINING EXPENSE 3,526 TRAVEL 1,771 MISCELLANEOUS EXPENSES 78 PARTICIPATION FEES 500 NON-INVESTMENT DEPRECIATION 3,766 TOTAL 17,171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPRECIABLE ASSETS 12,325 12,325 LESS ACCUMULATED DEPRECIATION 1,027 4,793 TOTAL 11,298 7,532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNSECURED NOTES AND LOANS PAYABLE 15,535 8,935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE POOLED TRUST SERVICES TO DISABLED INDIVIDUALS WHO RECEIVE MEANS TESTED BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN PERCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08595146073
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFE PLAN OF KENTUCKY INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0453567607
ReturnHeader/Filer/PhoneNum08595146073
ReturnHeader/Filer/USAddress/AddressLine1Txt02333 ALEXANDRIA DRIVE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611373721
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISTER WILLIAMS & OBERLANDER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 LEWIS HARGETT CIRCLE SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08592190098
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM MIKE WILLIAMS
ReturnHeader/ReturnTs02015-11-16T14:22:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,896
Liabilities
$8,935
Net assets
$2,961
Revenue
$37,941
Expenses
$38,921
Net income
-$980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.15$7.11$4.21$6.05$1.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.94$0.00$8.94$6.21$5.24$0.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.94$0.00$7.94$6.81$3.56$3.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$5.27$3.31$1.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$3.74$2.92$0.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$4.22$2.71$1.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.10$0.41$2.25$1.95$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.15$0.11$1.65$1.76$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$1.02$0.90$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.09$0.03$0.38$0.39$0.01
2013Summary only. Only limited summary data is available for this year.$0.19$0.16$0.15$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.04$0.04$0.00