2024-11-15T15:00:18-05:00 2023-12-31 611373721 FWK & ASSOCIATES PLLC 401 LEWIS HARGETT CIRCLE SUITE 110 LEXINGTON KY 40503 990 2023-01-01 453567607 LIFE PLAN OF KENTUCKY INC LIFE 8595232323 230 LEXINGTON GREEN CIRCLE STE 120 LEXINGTON KY 40503 JOSH FAIN EXECUTIVE DIRECTOR 8595232323 2024-11-15 true true JESSE A KELLY CPA P01336272 8592190098 2024-11-15 2023 2024-10-15 13:58:12Z JOSH FAIN 230 LEXINGTON GREEN CIRCLE STE 120 LEXINGTON KY 40503 621123 false X WWW.LIFEPLANOFKY.ORG X 2011 KY 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. 11 11 5 0 4795 13885 674432 605845 1406 1393 350 0 680983 621123 4711 13206 0 260078 356679 0 0 91144 154577 355933 524462 325050 96661 794394 893816 0 794394 893816 X 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. THE ORGANIZATION ALSO PROVIDES GRANTS TO DISABLED INDIVIDUALS WHO CAN DEMONSTRATE A FINANCIAL NEED FOR PURCHASES OF ITEMS SUCH AS ADAPTIVE EQUIPMENT, ADAPTIVE TECHNOLOGY, COMMUNICATION DEVICES AND OTHER DISABILITY-RELATED ITEMS. GRANTS ARE ALSO AVAILABLE FOR SERVICES false false 493947 13206 605845 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. THE ORGANIZATION ALSO PROVIDED GRANTS TO DISABLED INDIVIDUALS FOR PURCHASES OF ITEMS SUCH AS ADAPTIVE EQUIPMENT, ADAPTIVE TECHNOLOGY, COMMUNICATION DEVICES AND OTHER DISABILITY-RELATED ITEMS AND SERVICES. 493947 true false false false false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true 0 0 5 true false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false false true true true false false true false false KY X JOSH FAIN 8595232323 230 LEXINGTON GREEN CIRCLE STE 120 LEXINGTON KY 40503 KAREN PERCH EXECUTIVE DI 40.00 X 132050 0 0 TINA SCOTT PRESIDENT 2.00 X 0 0 0 JENNIFER GARLAND SECRETARY 1.00 X 0 0 0 KEVIN JOHNS VICE PRESIDE 1.00 X 0 0 0 STEFAN HENDRICKSON DIRECTOR 1.00 X 0 0 0 JENNIFER GILMORE DIRECTOR 1.00 X 0 0 0 TRACI BREWER DIRECTOR 1.00 X 0 0 0 CAMERON HAMILTON TREASURER 1.00 X 0 0 0 RACHEL JONES DIRECTOR 1.00 X 0 0 0 ELISE KALIKA DIRECTOR X 0 0 0 KATIE FINNELL DIRECTOR X 0 0 0 JASON LEE DIRECTOR X 0 0 0 JOSH FAIN EXECUTIVE DI 40.00 X 58269 0 0 190319 1 false false false 13885 13885 ACCOUNT RETENTION FUNDS 333032 333032 MANAGEMENT FEES 250686 250686 ENROLLMENT FEES 20700 20700 ACCOUNT TERMINATION FEES 1427 1427 605845 1393 1393 621123 607238 500 500 12706 12706 190319 162463 27856 129506 129506 12387 12387 24467 23457 1010 152 152 10475 9418 1057 2420 2420 12496 11952 544 34889 34889 51790 51790 5437 5437 2596 2596 26974 26926 48 OTHER MISC EXPENSES 7158 7158 MEALS WITH CLIENTS 190 190 524462 493947 30515 0 437375 501097 315702 350075 28167 20939 9824 7228 29010 32933 2483 2483 794394 893816 0 0 X 794394 893816 794394 893816 794394 893816 96661 2761 X false false false X 5294 41587 7132 4795 13885 72693 416840 332395 519435 676188 607238 2552096 422134 373982 526567 680983 621123 2624789 2624789 13 48 83 144 13 48 83 144 422147 374030 526650 680983 621123 2624933 0.99990 0.99990 0.00000 0.00000 X 14792 7739 7053 13375 13200 175 7228 true AUTO REPAIR 1 2445 FUNERAL EXPENSES 1 5000 GRANTS 2 5261 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. THE ORGANIZATION ALSO PROVIDES GRANTS TO DISABLED INDIVIDUALS WHO CAN DEMONSTRATE A FINANCIAL NEED FOR PURCHASES OF ITEMS SUCH AS ADAPTIVE EQUIPMENT, ADAPTIVE TECHNOLOGY, COMMUNICATION DEVICES AND OTHER DISABILITY-RELATED ITEMS. GRANTS ARE ALSO AVAILABLE FOR SERVICES SUCH AS EDUCATIONAL AND THERAPEUTIC OPPORTUNITIES, REGISTRATION FEES, TUITION, TRAVEL EXPENSES, THERAPIES, COUNSELING AND OTHER DISABILITY- RELATED PROGRAMS. FORM 990, PAGE 2, PART III, LINE 4A 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. THE ORGANIZATION ALSO PROVIDED GRANTS TO DISABLED INDIVIDUALS FOR PURCHASES OF ITEMS SUCH AS ADAPTIVE EQUIPMENT, ADAPTIVE TECHNOLOGY, COMMUNICATION DEVICES AND OTHER DISABILITY-RELATED ITEMS AND SERVICES. 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.