2025-05-06T08:25:14-05:00 2024-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2023-07-01 610661819 LIFESKILLS INC LIFE 2709015000 PO BOX 6499 BOWLING GREEN KY 42102 TOMMI HOLLOWAY EXECUTIVE DIRECTOR/INTERIM CFO 2709015000 2025-05-05 1 1 EMILIE M KNIERIEM CPA P01330194 5029923500 2025-05-05 2023 2025-03-06 01:10:19Z JOE DAN BEAVERS PO BOX 6499 BOWLING GREEN KY 42102 109532237 0 X WWW.LIFESKILLS.COM X 1971 KY LIFESKILLS, INC. SUPPORTS PEOPLE WHO EXPERIENCE MENTAL ILLNESS, ADDICTION, AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AS THEY BUILD MEANINGFUL AND INDEPENDENT LIVES. 15 15 815 51 0 0 23035593 24406267 67958307 76200404 307086 349567 6573116 6912747 97874102 107868985 911602 935553 0 0 25164844 29463655 0 0 0 71242744 77291792 97319190 107691000 554912 177985 45618811 46371353 12413955 12382383 33204856 33988970 X LIFESKILLS, INC. SUPPORTS PEOPLE WHO EXPERIENCE MENTAL ILLNESS, ADDICTION, AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AS THEY BUILD MEANINGFUL AND INDEPENDENT LIVES. 0 0 39314201 935553 33410364 BEHAVIORAL HEALTH SERVICESBEHAVIORAL HEALTH PROVIDES A FULL ARRAY OF PROGRAMS AND SERVICES TO ADULTS AND CHILDREN WHO ARE EXPERIENCING MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS. TRADITIONAL OUTPATIENT SERVICES ARE OFFERED IN THE FORM OF INDIVIDUAL, GROUP, AND FAMILY THERAPY ONSITE AND OFFSITE BY HIGHLY TRAINED AND SKILLED THERAPISTS. BOARD CERTIFIED AND BOARD ELIGIBLE PSYCHIATRISTS PROVIDE PSYCHIATRIC EVALUATIONS AND MEDICATION MANAGEMENT SERVICES. DAY SERVICES TO ADULTS AND CHILD ARE PROVIDED THROUGH CLUBHOUSE AND SPECIALIZED CHILDREN'S SUMMER PROGRAMS. CONTINUED ON SCH O.(CONTINUED FROM PROGRAM SERVICES ON PAGE 2 LINE 4A.) RESIDENTIAL CRISIS UNITS PROVIDE SHORT-TERM CRISIS STABILIZATION TO CHILDREN. SUPPORT SERVICES ARE OFFERED TO ADULT AND CHILD CONSUMERS THROUGH A VARIETY OF PROGRAMS INCLUDING CASE MANAGEMENT, SUPPORTED HOUSING, SUPPORTED EMPLOYMENT, CHILDREN COMMUNITY SUPPORT SERVICES, THERAPEUTIC FOSTER CARE AND CONSUMER ADVOCACY. SUBSTANCE ABUSE SERVICES ARE OFFERED IN A RESIDENTIAL SETTING ALONG WITH INTENSIVE INPATIENT AND OUTPATIENT SERVICES. DUI ASSESSMENT, EDUCATION AND OUTPATIENT SERVICES ARE OFFERED THROUGHOUT THE REGION. 57814718 49132648 INTELLECTUAL AND DEVELOPMENTAL DISABILITY SERVICESINTELLECTUAL AND DEVELOPMENTAL DISABILITY SERVICES PROVIDE AN ARRAY OF FLEXIBLE SUPPORT FOR CHILDREN AND ADULTS WHO HAVE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. USING PERSON-CENTERED PROCESSES, SUPPORT PLANS ARE DEVELOPED IN PARTNERSHIP WITH THE INDIVIDUAL AND HIS/HER FAMILY. SUPPORT INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: SUPPORT COORDINATION, CRISIS PREVENTION/RESPONSE, PERSON-CENTERED PLANNING, COMMUNITY EMPLOYMENT, RESPITE, COMMUNITY RESOURCE DEVELOPMENT, INDEPENDENT AND SUPPORTED LIVING AND BEHAVIOR SUPPORT. IT IS THE ORGANIZATIONS MISSION TO SERVE AS A RESOURCE TO ASSIST PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO BE THE DECISION MAKERS IN THEIR OWN LIVES AND TO BUILD A SOLID PATH TOWARD SELF-DETERMINATION. 97128919 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 253 0 1 815 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 KY X THE ORGANIZATION 2709015000 PO BOX 6499 BOWLING GREEN KY 42102 RYAN DEARBONE CHAIR 1.00 2.00 X X 0 0 0 JOHN RUFLI VICE CHAIR/TREASURER 1.00 2.00 X X 0 0 0 SCOTT LINDSAY SECRETARY 1.00 2.00 X X 0 0 0 NANCY UHLS BOARD MEMBER 1.00 2.00 X 0 0 0 PAUL GRONOWSKI IMMEDIATE PAST CHAIR 1.00 2.00 X 0 0 0 ASHLEY BOARD BOARD MEMBER 1.00 2.00 X 0 0 0 SHELLEY LOWE BOARD MEMBER 1.00 2.00 X 0 0 0 STEPHANIE DICKERSON BOARD MEMBER 1.00 2.00 X 0 0 0 TIFFANY MASSEY BOARD MEMBER 1.00 2.00 X 0 0 0 BETTY PARKER BOARD MEMBER 1.00 2.00 X 0 0 0 TODD MANDSFIELD BOARD MEMBER 1.00 2.00 X 0 0 0 CURTIS MCGEHEE BOARD MEMBER 1.00 2.00 X 0 0 0 JAMES GREEN BOARD MEMBER 1.00 2.00 X 0 0 0 LINDA CARRICO BOARD MEMBER 1.00 2.00 X 0 0 0 AMY NEIGHBORS BOARD MEMBER 1.00 2.00 X 0 0 0 JOE DAN BEAVERS PRESIDENT/CEO 40.00 2.00 X 221029 0 12950 TOMMI HOLLOWAY EXEC DIRECTOR/INTERIM CFO 40.00 2.00 X 150591 0 21723 KAREN GARRITY VP - BH 40.00 2.00 X 133631 0 14895 AMANDA EDDINGS VP OF FINANCE 40.00 2.00 X 64763 0 7542 CARL SCHNEIDER VP - IDD 40.00 2.00 X 127902 0 34324 ERIC EMBRY COO 40.00 2.00 X 204753 0 33687 JEFFREY ZELLERS MD PSYCHIATRIST 40.00 X 213530 0 24816 NAYYAR IQBAL MD PSYCHIATRIST 40.00 X 330756 0 43384 NURSAT SIDDIQI PSYCHIATRIST 40.00 X 181368 0 28652 STEVEN THORE PSYCHIATRIST 40.00 X 140121 0 24426 JOHN STEA MD PSYCHIATRIST 40.00 X 208140 0 4816 1976584 0 251215 18 0 1 0 STEWART RICHEY SERVICE GROUP 2137 GLEN LILY ROAD BOWLING GREEN KY 42101 REPAIRS/MAINTENANCE 309305 QUALIFACTS PO BOX 4577 CAROL STREAM IL 60197 EHR 293940 PRAKASH N SHAH MD 408 CROMWELL PLACE HOPKINSVILLE KY 42240 MD SERVICES 261000 NAYYAR IQBAL MD PO BOX 2200 HOPKINSVILLE KY 42240 MD SERVICES 255239 NETSMART TECHNOLOGIES INC PO BOX 713519 PHILADELPHIA PA 19171 EHR 241904 30 23791759 614508 614508 24406267 CONSUMER DIRECTED OPTION 900099 37007808 37007808 NET PATIENT REVENUE 624190 27702557 27702557 CONTRACTED STAFF INCOME 900099 11233730 11233730 INDUSTRIAL CONTRACTS 900099 256309 256309 76200404 570139 0 570139 570139 570139 2010076 2743 1654115 9137 355961 -6394 349567 349567 KAPP ASSISTANCE 900099 4409451 4409451 TRILOGY INVESTMENT INCOME 900099 1123362 1123362 INSURANCE PROCEEDS 900099 298425 298425 511370 511370 6342608 107868985 82543012 0 919706 X 935553 935553 1038675 879135 159540 17301705 14644163 2657542 6579055 5568512 1010543 3213528 2719930 493598 1330692 1126298 204394 150598 133129 17469 165659 146443 19216 35625 35625 65256727 61740020 3516707 127099 94447 32652 535060 492790 42270 723757 517052 206705 2901898 2073116 828782 958105 871014 87091 1277454 949276 328178 122242 90838 31404 825533 589761 235772 872119 648072 224047 SUPPLIES 2202658 2028648 174010 DUES AND SUBSCRIPTIONS 157798 117260 40538 EDUCATION 121713 90445 31268 TAXES AND LICENSES 91506 67998 23508 766241 569394 196847 107691000 97128919 10562081 0 116321 114402 14378606 11995286 904787 70180 8189524 10132026 685897 676027 44537 44537 374233 517295 26868406 16104487 10676684 10763919 80937 80937 10167285 11976744 45618811 46371353 6968566 8384354 1252931 296798 1036761 707143 1913781 1811047 1241916 1183041 12413955 12382383 X 33001956 33786070 202900 202900 33204856 33988970 45618811 46371353 177985 606129 0 X 0 1 X 1 1 1 X 22797 6898508 23368235 23035593 24406267 77731400 68885960 86680749 71332499 74129975 81418650 382447833 68908757 93579257 94700734 97165568 105824917 460179233 0 0 0 460179233 118969 237905 201546 401786 570139 1530345 118969 237905 201546 401786 570139 1530345 10284 1123362 1133646 69038010 93817162 94902280 97567354 107518418 462843224 0.99420 0.99680 0.00330 0.00280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 10,284. TRILOGY INVESTMENT INCOME - 2023 AMOUNT: $ 1,123,362. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 43072 43072 0 PART II-B, LINE 1: A PORTION OF DUES PAID TO KARP, KAPP, AND JYB3 WERE ATTRIBUTABLE TOWARDS LOBBYING ACTIVITIES. 1760207 1760207 19494839 11086041 8408798 805513 751971 53542 4788644 4266475 522169 19203 19203 10763919 BOARD DESIGNATED FUNDS (AWUL) 9564066 ESTIMATED THIRD PARTY SETTLEMENT 106274 ROU ASSET - OPERATING LEASE 1054625 ROU ASSET - FINANCING LEASE 128416 INVESTMENT IN TRILOGY 1123363 11976744 ROU LIABILITY - OPERATING LEASE 1054625 ROU LIABILITY - FINANCING LEASE 128416 1183041 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 HOUSING ASSISTANCE 451 935553 PART I, LINE 2: A DMH REFERRAL FORM IS SUBMITTED AND APPROVED FOR HOUSING RELATED ASSISTANCE. THE KENTUCKY HOUSING CORPORATION AUDITS THE USE OF THE FUNDS. X 0 0 0 0 0 0 0 0 0 NAYYAR IQBAL MD PSYCHIATRIST 330756 0 0 0 0 0 0 0 43384 0 374140 0 0 0 ERIC EMBRY COO 198853 0 5900 0 0 0 0 0 33687 0 238440 0 0 0 JEFFREY ZELLERS MD PSYCHIATRIST 206956 0 6574 0 0 0 0 0 24816 0 238346 0 0 0 JOE DAN BEAVERS PRESIDENT/CEO 200156 0 20873 0 0 0 0 0 12950 0 233979 0 0 0 JOHN STEA MD PSYCHIATRIST 208140 0 0 0 0 0 0 0 4816 0 212956 0 0 0 NURSAT SIDDIQI PSYCHIATRIST 180868 0 0 0 500 0 0 0 28652 0 210020 0 0 0 TOMMI HOLLOWAY EXEC DIRECTOR/INTERIM CFO 144836 0 5755 0 0 0 0 0 21723 0 172314 0 0 0 STEVEN THORE PSYCHIATRIST 136066 0 4055 0 0 0 0 0 24426 0 164547 0 0 0 CARL SCHNEIDER VP - IDD 123347 0 3755 0 800 0 0 0 34324 0 162226 0 0 0 SCHEDULE J, PART II THE ADMINISTRATIVE ADJUSTMENT PAYMENT MAY BE A PERCENTAGE OF BASE PAY, A SPECIFIC DOLLAR AMOUNT, OR A COMBINATION THEREOF. REGARDLESS OF CALCULATION METHOD, ADMINISTRATIVE ADJUSTMENT WILL BE PAID IN A LUMP SUM. PAYMENT DECISION IS MADE AT THE DISCRETION OF THE LEADERSHIP TEAM AND CAN BE MADE AT ANY POINT DURING A FISCAL YEAR. THIS PLAN DOES NOT CONSTITUTE A CONTRACT BETWEEN THE EMPLOYEE AND LIFESKILLS AND CAN BE MODIFIED OR DISCONTINUED AT ANY TIME FOR ANY REASON. A COUNTY OF EDMONSON KENTUCKY 610898869 281145AD4 2007-03-01 5000000 FINANCE NEW CORPORATE HEADQUARTERS 0 0 0 A 3925000 5000000 207815 4792185 2008 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 X 1 112000 FMV X 11 502508 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE REVIEWED AT A BOARD MEETING AFTER FILING. BOARD MEMBERS WILL ALSO BE INSTRUCTED ON WHERE THEY CAN LOCATE THE FORM 990 ON THE INTERNET. FORM 990, PART VI, SECTION B, LINE 12C NEWLY ELECTED BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY AFTER THEY HAVE BEEN ELECTED. IT IS IN EFFECT DURING THEIR TENURE ON THE BOARD. BOARD MEMBERS ARE THEN REQUIRED TO NOTIFY LIFESKILLS, INC. OF ANY CHANGES THAT MAY CREATE A CONFLICT. IF A CONFLICT WERE TO ARISE, THE MEMBER WILL ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION, WITH GUIDANCE FROM THE AGENCY'S LEGAL COUNSEL, IS BASED ON COMPARABLE SALARIES OF OTHER PRESIDENT/CEOS FROM COMMUNITY MENTAL HEALTH CENTERS IN KENTUCKY. THE CEO'S COMPENSATION IS EVALUATED AND REVIEWED EVERY 5 YEARS AND THE PROCESS FOR REVIEW AND EVALUATION IS DOCUMENTED WITHIN THE BOARD MINUTES AND EXECUTIVE MINUTES. OTHER OFFICERS AND BOARD OF DIRECTORS' COMPENSATION, WITH GUIDANCE FROM THE AGENCY'S LEGAL COUNSEL, IS BASED UPON COMPARABLE COMPENSATION FIGURES FROM OTHER COMMUNITY MENTAL HEALTH CENTERS IN KENTUCKY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 22,452,463. MANAGEMENT AND GENERAL EXPENSES 2,679,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,131,479. CONSUMER DIRECTED OPTION LABOR: PROGRAM SERVICE EXPENSES 32,979,192. MANAGEMENT AND GENERAL EXPENSES 9,897. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,989,089. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,308,365. MANAGEMENT AND GENERAL EXPENSES 827,794. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,136,159. LIFESKILLLS CONSUMER DIRECTED OPTION LLC PO BOX 6499 BOWLING GREEN KY 42102 300661799 FACILITATE CDO/PDS KY 0 0 LIFESKILLS INC LIFESKILLS INDUSTRIES INC PO BOX 6499 BOWLING GREEN KY 42102 611179808 SUPPORT KY 501(C)(3) LINE 12B, II LIFESKILLS INC 1 LIFESKILLS RESIDENTIAL DEVELOPMENT INC PO BOX 6499 BOWLING GREEN KY 42102 611172188 HOUSING KY 501(C)(3) LINE 10 LIFESKILLS INC 1 PENNYROYAL REGIONAL MENTAL HEALTH PO BOX 614 HOPKINSVILLE KY 42241 610662739 BEHAVIORAL HEALTH KY 501(C)(3) LINE 6 LIFESKILLS INC 1 QUAD COUNTY HOUSING INC 735 NORTH DRIVE HOPKINSVILLE KY 42240 263416475 LOW INCOME HOUSING KY LIFESKILLS INC RELATED -92960 1190742 0 0 0.99990 TRILOGY CENTER FOR WOMEN INC 100 TRILOGY AVENUE HOPKINSVILLE KY 42240 203705318 ADDICTION TREATMENT CENTER KY LIFESKILLS INC RELATED 1028156 0 0 0.99990 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 LIFESKILLS INDUSTRIES INC P 189405 FMV