Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2019 • EIN 45-3567607
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 23.7% of source-year revenue.
Asset Growth
96th percentile
Faster asset growth than 96% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Assets
Up$191,325
Up $140,780 (+279%) from 2018
Net Assets
Up$191,325
Up $150,780 (+372%) from 2018
Liabilities
Down$0
Down $10,000 (-100%) from 2018
Revenue
Up$422,134
Up $196,966 (+87%) from 2018
Expenses
Up$271,354
Up $76,096 (+39%) from 2018
Net Income
Up$150,780
Up $120,870 (+404%) from 2018
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $35,296 | $162,751 | ▲ $127,455 |
| Savings and Temporary Cash Investments | $15,019 | $15,532 | ▲ $513 |
| Land, Buildings, and Equipment, Net | - | $10,559 | - |
| Total Assets | $50,545 | $191,325 | ▲ $140,780 |
| Other Assets Total | $230 | $2,483 | ▲ $2,253 |
| Liabilities | |||
| Unsecured Notes Loans Payable | $10,000 | - | - |
| Total Liabilities | $10,000 | $0 | ▼ $10,000 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $40,545 | $191,325 | ▲ $150,780 |
| Total Net Assets Fund Balance | $40,545 | $191,325 | ▲ $150,780 |
| Total Liabilities and Net Assets / Fund Balance | $50,545 | $191,325 | ▲ $140,780 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $1,015 | $12,360 | $13,375 |
| Equipment | $9,544 | $527 | $10,071 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Karen Perch | Executive Di | FT | $100,000 | $100,000 |
| Name | Title |
|---|---|
| Nicholas Woods | President |
| Amy Dougherty | Director |
| Andy Reynolds | Director |
| Annette Jett | Director |
| Falguni Amin-zimmerman | Director |
| Hazel Forsythe | Director |
| Kevin Johns | Director |
| Richard Landon | Director |
| Jennifer Garland | Secretary |
| Elise Kalika | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $183,950 |
| Other Expenses | $87,404 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $90,000 | $10,000 | - | $100,000 |
| Other Salaries and Wages | $70,878 | - | - | $70,878 |
| Occupancy | $23,586 | - | - | $23,586 |
| Information Technology | $18,696 | - | - | $18,696 |
| Payroll Taxes | $12,307 | $765 | - | $13,072 |
| Insurance | $8,551 | $21 | - | $8,572 |
| Office Expenses | $6,112 | $421 | - | $6,533 |
| Advertising | $6,218 | - | - | $6,218 |
| Conferences and Meetings | $2,500 | - | - | $2,500 |
| Fees for Services Other | $1,665 | $127 | - | $1,792 |
| Travel | $1,000 | - | - | $1,000 |
| Depreciation Depletion | $561 | - | - | $561 |
| Interest | $376 | - | - | $376 |
| Other Expenses | $11 | $35 | - | $11 |
| Total Functional Expenses | $259,985 | $11,369 | $0 | $271,354 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The form 990 is reviewed by the organization's executive director prior to filing.”
“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.”
“Executive director compensation was determined by the organization's board of directors.”
“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 6218 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 6218 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | KAREN PERCH |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8595232323 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 230 LEXINGTON GREEN CIRCLE STE 120 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | LEXINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | KY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 40503 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 35296 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 162751 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 10000 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 90000 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 100000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 2500 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2500 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 5294 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 13 |
| IRS990/CYOtherExpensesAmt | 0 | 87404 |
| IRS990/CYOtherRevenueAmt | 0 | 13 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 416814 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 150780 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 183950 |
| IRS990/CYTotalExpensesAmt | 0 | 271354 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 422134 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 561 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 561 |
| IRS990/Desc | 0 | ADMINISTER POOLED SPECIAL NEEDS TRUSTS FOR INDIVIDUALS WITH DISABILITIES WHO RECEIVE MEANS TESTED BENEFITS. THE ORGANIZATION ALSO PROVIDED EDUCATIONAL PROGRAMS FOR FAMILY MEMBERS OF PERSONS WITH DISABILITIES, CONSULTATION ABOUT SERVICES AVAILABLE IN KENTUCKY, AND RECREATIONAL OPPORTUNITIES FOR PERSONS WITH DISABILITIES. THE ORGANIZATION 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 ORGANIZATION ALSO ASSISTS ELIGIBLE INDIVIDUALS, AT NO CHARGE, TO ESTABLISH ABLE ACCOUNTS TO PROTECT ELIGIBILITY FOR DISABILITY-RELATED SERVICES AND BENEFITS. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 259985 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederatedCampaignsAmt | 0 | 5294 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 127 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 1665 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1792 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | KAREN PERCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RICHARD LANDON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | AMY DOUGHERTY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | NICHOLAS WOODS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | HAZEL FORSYTHE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ELISE KALIKA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ANDY REYNOLDS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | FALGUNI AMIN-ZIMMERMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ANNETTE JETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JENNIFER GARLAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KEVIN JOHNS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 100000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2011 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 422134 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 18696 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 18696 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 21 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 8551 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 8572 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 376 |
| IRS990/InterestGrp/TotalAmt | 0 | 376 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 13 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 13 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 12887 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 10559 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 23446 |
| IRS990/LegalDomicileStateCd | 0 | KY |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 40545 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 191325 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 40545 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 191325 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 23586 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 23586 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 421 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 6112 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6533 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 230 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 2483 |
| IRS990/OtherExpensesGrp/Desc | 0 | MOVING EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | OFFICE TELEPHONE |
| IRS990/OtherExpensesGrp/Desc | 2 | BUSINESS LICENSE |
| IRS990/OtherExpensesGrp/Desc | 3 | MISCELLANEOUS EXPENSES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 35 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 15022 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2502 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 11 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 15022 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2502 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 35 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 11 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | POSTAGE REIMBURSEMENT |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 13 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 13 |
| IRS990/OtherRevenueTotalAmt | 0 | 13 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 70878 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 70878 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 765 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 12307 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 13072 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | KAREN PERCH |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ACCOUNT RETENTION FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MANAGEMENT FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | ENROLLMENT FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | ACCOUNT TERMINATION FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 216870 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 173615 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 24750 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 1579 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 216870 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 173615 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 24750 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 1579 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 10353 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 12 |
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| IRS990/PYOtherRevenueAmt | 0 | 33 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 214770 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 29910 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 141646 |
| IRS990/PYTotalExpensesAmt | 0 | 195258 |
| IRS990/PYTotalRevenueAmt | 0 | 225168 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 150780 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 416814 |
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| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 15532 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5294 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 10353 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5556 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5980 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 30679 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 57862 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 12 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 31 |
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| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 159053 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 95536 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 51484 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 101516 |
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| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 527 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 10071 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 1015 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 12360 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 13375 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 10559 |
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| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | EXECUTIVE DIRECTOR COMPENSATION WAS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990/SubjectToProxyTaxInd | 0 | false |
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| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 191325 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
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| IRS990/TotalEmployeeCnt | 0 | 4 |
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| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 11369 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 259985 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 271354 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 10000 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 10000 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 191325 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 259985 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 191325 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 1000 |
| IRS990/TravelGrp/TotalAmt | 0 | 1000 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
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| IRS990/UponRequestInd | 0 | X |
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| IRS990/USAddress/CityNm | 0 | LEXINGTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | KY |
| IRS990/USAddress/ZIPCd | 0 | 40503 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 10 |
| IRS990/VotingMembersIndependentCnt | 0 | 10 |
| IRS990/WebsiteAddressTxt | 0 | WWW.LIFEPLANOFKY.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KAREN PERCH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8595232323 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-07-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LIFE PLAN OF KENTUCKY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LIFE |
| ReturnHeader/Filer/EIN | 0 | 453567607 |
| ReturnHeader/Filer/PhoneNum | 0 | 8595232323 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 230 LEXINGTON GREEN CIRCLE STE 120 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LEXINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | KY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 40503 |
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| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 162.155.22.210 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.