Civic Intelligence

Life Plan of Kentucky Inc.

990 • Fiscal year 2018 • EIN 45-3567607

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.LIFEPLANOFKY.ORG

View Organization Page

230 Lexington Green Circle Ste 120Lexington, KY 40503

(859) 523-2323

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$75,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

91st percentile

97%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$50,545

Up $24,910 (+97%) from 2017

Net Assets

Up

$40,545

Up $29,910 (+281%) from 2017

Liabilities

Down

$10,000

Down $5,000 (-33%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin68th percentile

Revenue

Up

$225,168

Up $60,553 (+37%) from 2017

Expenses

Up

$195,258

Up $19,661 (+11%) from 2017

Net Income

Up

$29,910

Up $40,892 (+372%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2018

Assets$50,545
Liabilities$10,000
Net Assets$40,545
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$225,168
Expenses$195,258
Net Income$29,910
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$225,168
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. Additionally, the organization provides, at no charge to attendees, educational programs and opportunities for family members of persons with disabilities, consultations 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, their families, case managers and other professionals. The organziation also assists, at no charge, eligible individuals to establish able accounts to protect eligibility for disability-related services and benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$16,398$35,296▲ $18,898
Savings and Temporary Cash Investments$9,007$15,019▲ $6,012
Total Assets$25,635$50,545▲ $24,910
Other Assets Total$230$230→ $0
Liabilities
Unsecured Notes Loans Payable$15,000$10,000▼ $5,000
Total Liabilities$15,000$10,000▼ $5,000
Net Assets / Fund Balance
Unrestricted Net Assets$10,635$40,545▲ $29,910
Total Net Assets Fund Balance$10,635$40,545▲ $29,910
Total Liabilities and Net Assets / Fund Balance$25,635$50,545▲ $24,910

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$12,325$12,325
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen PerchExecutive DiFT$75,000$75,000

Board Members and Trustees

NameTitle
Nicholas WoodsPresident
Amy DoughertyDirector
Andy ReynoldsDirector
Annette JettDirector
Elise KalikaDirector
Falguni Amin-zimmermanDirector
Hazel ForsytheDirector
Richard LandonDirector
Carolyn WheelerSecretary
Jim Mike WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,353
Program Service Revenue
$214,770
Investment Income
$12
Other Revenue
$33
Change in Net Assets
$29,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$141,646
Other Expenses$53,612
Total Fundraising Expense$750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$56,250$18,750-$75,000
Other Salaries and Wages$56,580--$56,580
Occupancy$14,900--$14,900
Information Technology$11,406--$11,406
Payroll Taxes$8,631$1,435-$10,066
Insurance$8,805$52-$8,857
Office Expenses$5,453$317-$5,770
Advertising$4,918--$4,918
Conferences and Meetings$2,500--$2,500
Fees for Services Other$1,356$175$250$1,781
Travel$1,536--$1,536
Interest$675--$675
Other Expenses$140$15$500$15
All Other Expenses$11--$11
Total Functional Expenses$173,764$20,744$750$195,258
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the organization's executive director and by the organization's treasurer prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization provides training annually to its board members. The organization also requires the board members to sign a conflict of interest policy each year indicating they understand the policy and agree to disclose any conflicts.”

Form 990, Page 6, Part VI, Line 15A

“Executive director compensation was determined by the organization's board of directors.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Life Plan of Kentucky Inc
EIN
45-3567607
Phone
8595232323
Address
230 LEXINGTON GREEN CIRCLE STE 120, LEXINGTON, KY 40503

Signing Officer

Name
Karen Perch
Title
Executive Director
Phone
8595232323
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Perch
Formed
2011
Legal Domicile
Ky
Voting Board Members
10
Independent Board Members
10
Employees
3

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 - ORGANIZATION'S 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.”

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IRS990/ProgramServiceRevenueGrp/Desc2ENROLLMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3ACCOUNT TERMINATION FEES
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt095536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032301
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012325
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BY THE ORGANIZATION'S TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES TRAINING ANNUALLY TO ITS BOARD MEMBERS. THE ORGANIZATION ALSO REQUIRES THE BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST POLICY EACH YEAR INDICATING THEY UNDERSTAND THE POLICY AND AGREE TO DISCLOSE ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR COMPENSATION WAS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173764
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195258
IRS990/TotalGrossUBIAmt00
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IRS990/USAddress/AddressLine1Txt0230 LEXINGTON GREEN CIRCLE STE 120
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IRS990/USAddress/ZIPCd040503
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IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN PERCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08595232323
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFE PLAN OF KENTUCKY INC
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.155.22.210
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:40:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611373721
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISTER WILLIAMS & OBERLANDER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 LEWIS HARGETT CIRCLE SUITE 110

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,545
Liabilities
$10,000
Net assets
$40,545
Revenue
$225,168
Expenses
$195,258
Net income
$29,910
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
2018Detailed filing. Detailed filing data is available for this year.$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