Nonprofit · EIN 45-3567607
LIFE PLAN OF KENTUCKY INC
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $421,318 | $605,082 | -$183,764 | $725,779 | $15,127 | $710,652 |
| December 31, 2023 | 990 | $621,123 | $524,462 | $96,661 | $893,816 | $0 | $893,816 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,710
- Program service revenue
- $415,393
- Investment income
- $2,215
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,303
- Other salaries and wages
- $392,589
- Salaries, compensation and benefits (total)
- $439,464
- Professional fundraising fees
- $0
- Occupancy
- $54,824
- Travel
- $3,550
- Depreciation
- $2,659
- Program services (functional)
- $600,579
- Management and general (functional)
- $4,003
- Fundraising (functional)
- $500
Balance sheet and other
- Total assets, start of year
- $893,816
- Total assets, end of year
- $725,779
- Total liabilities, end of year
- $15,127
- Net assets, end of year
- $710,652
- Land, buildings and equipment
- $11,861
- Net assets without donor restrictions
- $710,652
- Gross receipts
- $421,318
- Employees
- 6
- Year formed
- 2011
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSH FAIN | EXECUTIVE DI Officer | 40 | $118,750 |
| KAREN PERCH | EXECUTIVE DI Officer | 40 | $89,126 |
| TINA SCOTT | PRESIDENT Officer | 2 | $0 |
| JENNIFER GARLAND | SECRETARY Officer | 1 | $0 |
| KEVIN JOHNS | VICE PRESIDE Officer | 1 | $0 |
| STEFAN HENDRICKSON | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER GILMORE | DIRECTOR Trustee or director | 1 | $0 |
| TRACI BREWER | DIRECTOR Trustee or director | 1 | $0 |
| CAMERON HAMILTON | TREASURER Officer | 1 | $0 |
| RACHEL JONES | DIRECTOR Trustee or director | 1 | $0 |
| ELISE KALIKA | DIRECTOR Trustee or director | – | $0 |
| KATIE FINNELL | DIRECTOR Trustee or director | – | $0 |
| JASON LEE | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN PERCH | EXECUTIVE DI Officer | 40 | $132,050 |
| JOSH FAIN | EXECUTIVE DI Officer | 40 | $58,269 |
| TINA SCOTT | PRESIDENT Officer | 2 | $0 |
| JENNIFER GARLAND | SECRETARY Officer | 1 | $0 |
| KEVIN JOHNS | VICE PRESIDE Officer | 1 | $0 |
| STEFAN HENDRICKSON | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER GILMORE | DIRECTOR Trustee or director | 1 | $0 |
| TRACI BREWER | DIRECTOR Trustee or director | 1 | $0 |
| CAMERON HAMILTON | TREASURER Officer | 1 | $0 |
| RACHEL JONES | DIRECTOR Trustee or director | 1 | $0 |
| ELISE KALIKA | DIRECTOR Trustee or director | – | $0 |
| KATIE FINNELL | DIRECTOR Trustee or director | – | $0 |
| JASON LEE | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY 40503-9002
- In care of
- % KAREN L PERCH
- Principal officer (990 for 2024)
- JOSH FAIN, 230 LEXINGTON GREEN CIRCLE STE 120, LEXINGTON, KY 40503
- Signed the 990
- JOSH FAIN, EXECUTIVE DIRECTOR
- Phone
- (859) 523-2323
- Website
- WWW.LIFEPLANOFKY.ORG
- Return prepared by
- FWK & ASSOCIATES PLLC
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
Program accomplishments
- 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.Expenses $600,579 · grants $7,303 · revenue $415,393
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-3567607
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $725,779
- Income (IRS master file)
- $421,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $421,318 | $605,082 | $725,779 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $621,123 | $524,462 | $893,816 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $680,983 | $355,933 | $794,394 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3567607).
Questions about LIFE PLAN OF KENTUCKY INC
- What is the EIN of LIFE PLAN OF KENTUCKY INC?
- The employer identification number (EIN) of LIFE PLAN OF KENTUCKY INC is 45-3567607.
- Is LIFE PLAN OF KENTUCKY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to LIFE PLAN OF KENTUCKY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFE PLAN OF KENTUCKY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFE PLAN OF KENTUCKY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFE PLAN OF KENTUCKY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LIFE PLAN OF KENTUCKY INC?
- The 990 for the year ended December 31, 2024 names JOSH FAIN.
- Who are the officers and directors of LIFE PLAN OF KENTUCKY INC?
- The 990 for the year ended December 31, 2024 lists 13 people; 2 received compensation from the organization, the highest $118,750 (JOSH FAIN, EXECUTIVE DI).
- How much revenue does LIFE PLAN OF KENTUCKY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $421,318, expenses of $605,082 and total assets of $725,779 at year end.
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