Civic Intelligence

Life Plan of Kentucky Inc.

990T • Fiscal year 2021 • EIN 45-3567607

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

230 Lexington Green Circle Ste 120Lexington, KY 40503

(859) 523-2323

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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

Latest loaded filing

2024

Assets$725,779
Liabilities$15,127
Net Assets$710,652

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

Latest loaded filing

2024

Revenue$421,318
Expenses$605,082
Net Income-$183,764
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.3
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.

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
2022-05-15

Preparer

Firm
Fwk & Associates Pllc
Address
401 LEWIS HARGETT CIRCLE SUITE 110, LEXINGTON, KY 40503
Preparer
Jim Mike Williams
Phone
8592190098
Raw XML Appendix50 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
IRS990T/BooksInCareOfDetail/PersonNm0KAREN PERCH
IRS990T/BooksInCareOfDetail/PhoneNum08595232323
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 LEXINGTON GREEN CIRCLE STE 120
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd040503
IRS990T/BookValueAssetsEOYAmt0474691
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN PERCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08595232323
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
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/PreparerFirmGrp/PreparerFirmEIN0611373721
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FWK & ASSOCIATES 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/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM MIKE WILLIAMS
ReturnHeader/ReturnTs02022-11-15T09:17:36-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERCH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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