Life Plan of Kentucky Inc
Donations deductibleRevenue
$421k
year to 31 December 2024
Expenses
$605k
year to 31 December 2024
Total assets
$726k
$15k liabilities
Net assets
$711k
assets less liabilities
Directors and trustees
7
5.3 years on average
Staff
6
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
11
named in Part VII
Life Plan of Kentucky Inc's network
7 people3 organisationsi7 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI; we list 7 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Elise Kalika | Director | 2018 | 8 yrs |
| Jason Lee | Director | 2023 | 3 yrs |
| Jennifer Gilmore | Director | 2020 | 6 yrs |
| Katie Finnell | Director | 2023 | 3 yrs |
| Rachel Jones | Director | 2022 | 4 yrs |
| Stefan Hendrickson | Director | 2020 | 6 yrs |
| Traci Brewer | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Amy Dougherty | Vice Preside | since 2020 |
| Cameron Hamilton | Treasurer | since 2023 |
| Carolyn Wheeler | Company secretary | 2018 |
| Elise Kalika | Treasurer | since 2019 |
| Jennifer Garland | Company secretary | since 2019 |
| Jim Mike Williams | Treasurer | 2018 |
| Josh Fain | Executive Di | since 2023 |
| Karen Perch | Executive Di | since 2018 |
| Kevin Johns | Vice Preside | since 2023 |
| Nicholas Woods | President | since 2018 |
| Tina Scott | President | since 2023 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Josh Fain | Executive Di | 40 | $119k | ||
| Karen Perch | Executive Di | 40 | $89k | ||
| Tina Scott | President | 2 | $0 | ||
| Jennifer Garland | Secretary | 1 | $0 | ||
| Kevin Johns | Vice Preside | 1 | $0 | ||
| Stefan Hendrickson | Director | 1 | $0 | ||
| Jennifer Gilmore | Director | 1 | $0 | ||
| Traci Brewer | Director | 1 | $0 | ||
| Cameron Hamilton | Treasurer | 1 | $0 | ||
| Rachel Jones | Director | 1 | $0 | ||
| Elise Kalika | Director | $0 | |||
| Katie Finnell | Director | $0 | |||
| Jason Lee | Director | $0 |
About
- Legal name
- Life Plan of Kentucky Inc
- EIN
- 453567607
- Address
- 230 Lexington Green Circle, Lexington, KY, 40503-9002
- State
- Kentucky
- 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... (as filed on the Form 990)
- Activity (NTEE)
- P99 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 5 (IRS master file code)
- Formed
- 2011
- Principal officer
- Josh Fain (as named on the Form 990)
- IRS ruling date
- 1 August 2012
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsElise Kalika
≥6years on the filingsJennifer Gilmore
≥6years on the filingsStefan Hendrickson
≥4years on the filingsRachel Jones
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $726k
- Total liabilities
- $15k
- Net assets or fund balances
- $711k
- Contributions and grants received
- $4k
- Program service revenue
- $415k
- Grants and similar paid out
- $7k
- Employees
- 6
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $421k | $605k | Deficit $184k |
As filed on the IRS Form 990. US dollars.