Civic Intelligence

Life Plan of Kentucky Inc.

990 • Fiscal year 2019 • EIN 45-3567607

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

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

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$100,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

96th percentile

279%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

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

Historical Trend

Balance Sheet Trend

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

2019

Assets$191,325
Liabilities$0
Net Assets$191,325

Operations Trend

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

2019

Revenue$422,134
Expenses$271,354
Net Income$150,780
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$422,134
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$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 Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,015$12,360$13,375
Equipment$9,544$527$10,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen PerchExecutive DiFT$100,000$100,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,294
Program Service Revenue
$416,814
Investment Income
$13
Other Revenue
$13
Change in Net Assets
$150,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
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 35% controlled entity
No
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 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
2020-07-15
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
4

Preparer

Firm
Fwk & Associates 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
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0216870
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1173615
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0216870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1173615
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31579
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010353
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012
IRS990/PYOtherExpensesAmt053612
IRS990/PYOtherRevenueAmt033
IRS990/PYProgramServiceRevenueAmt0214770
IRS990/PYRevenuesLessExpensesAmt029910
IRS990/PYSalariesCompEmpBnftPaidAmt0141646
IRS990/PYTotalExpensesAmt0195258
IRS990/PYTotalRevenueAmt0225168
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0150780
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0416814
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015019
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057862
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0416840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0214803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0159053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0937716
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0995578
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0422134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0225156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0164609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082163
IRS990ScheduleA/Total509Grp/TotalAmt0995578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0422147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0225168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0164615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0995609
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09544
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0527
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010071
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01015
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012360
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013375
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010559
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt050545
IRS990/TotalAssetsEOYAmt0191325
IRS990/TotalAssetsGrp/BOYAmt050545
IRS990/TotalAssetsGrp/EOYAmt0191325
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05294
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011369
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0259985
IRS990/TotalFunctionalExpensesGrp/TotalAmt0271354
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt010000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040545
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0191325
IRS990/TotalProgramServiceExpensesAmt0259985
IRS990/TotalProgramServiceRevenueAmt0416814
IRS990/TotalReportableCompFromOrgAmt0100000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0416840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0422134
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt050545
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0191325
IRS990/TravelGrp/ProgramServicesAmt01000
IRS990/TravelGrp/TotalAmt01000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt010000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0230 LEXINGTON GREEN CIRCLE STE 120
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040503
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.LIFEPLANOFKY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN PERCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08595232323
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFE PLAN OF KENTUCKY INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0453567607
ReturnHeader/Filer/PhoneNum08595232323
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 LEXINGTON GREEN CIRCLE STE 120
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040503
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0662E25BB3E7B8503A885053678F89C2D2940B69C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073EAB4BC57942D883F8FE6301B616D4A370EA65A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.155.22.210

Document Assets

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Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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