2026-04-30T08:15:29-05:00 2025-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2024-07-01 610661819 LIFESKILLS INC LIFE 2709015000 PO BOX 6499 BOWLING GREEN KY 42102 TOMMI HOLLOWAY CFO 2709015000 2026-04-29 1 0 EMILIE M KNIERIEM CPA P01330194 5029923500 2026-04-29 2024 2025-03-06 01:10:19Z JOE DAN BEAVERS PO BOX 6499 BOWLING GREEN KY 42102 123987360 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. 10 10 909 27 0 0 24406267 24774241 76200404 87342759 349567 448242 6912747 592400 107868985 113157642 935553 1043051 0 0 29463655 32532330 0 0 0 77291792 80046619 107691000 113622000 177985 -464358 46371353 47856143 12382383 13662357 33988970 34193786 X LIFESKILLS, INC. SUPPORTS PEOPLE WHO EXPERIENCE MENTAL ILLNESS, ADDICTION, AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AS THEY BUILD MEANINGFUL AND INDEPENDENT LIVES. 0 0 35603618 30384633 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. 66939220 1043051 57126880 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 ORGANIZATION'S 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. 102542838 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 1 314 0 1 909 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X TOMMI HOLLOWAY 2709015000 PO BOX 6499 BOWLING GREEN KY 42102 RYAN DEARBONE CHAIR (END 06/25) 1.00 2.00 X X 0 0 0 JOHN RUFLI CHAIR/TREASURER 1.00 2.00 X X 0 0 0 SHELLEY LOWE VICE CHAIR/SECRETARY 1.00 2.00 X X 0 0 0 NANCY UHLS BOARD MEMBER (END 03/25) 1.00 2.00 X 0 0 0 PAUL GRONOWSKI PAST CHAIR (END 05/25) 1.00 2.00 X 0 0 0 SCOTT LINDSEY BOARD MEMBER 1.00 2.00 X 0 0 0 STEPHANIE DICKERSON BOARD MEMBER (END 08/24) 1.00 2.00 X 0 0 0 TIFFANY MASSEY BOARD MEMBER (END 09/24) 1.00 2.00 X 0 0 0 BETTY PARKER BOARD MEMBER 1.00 2.00 X 0 0 0 TODD MANSFIELD BOARD MEMBER 1.00 2.00 X 0 0 0 CURTIS MCGEE BOARD MEMBER (END 08/24) 1.00 2.00 X 0 0 0 JAMES GREEN BOARD MEMBER 1.00 2.00 X 0 0 0 LINDA CARICO BOARD MEMBER (END 09/24) 1.00 2.00 X 0 0 0 AMY NEIGHBORS BOARD MEMBER 1.00 2.00 X 0 0 0 TANIA BASTA BOARD MEMBER (BEG 10/24) 1.00 2.00 X 0 0 0 CHERYL PHIPPS BOARD MEMBER (BEG 10/24) 1.00 2.00 X 0 0 0 GEORGENA BRACKETT BOARD MEMBER (BEG 08/24) 1.00 2.00 X 0 0 0 JOE DAN BEAVERS PRESIDENT/CEO 40.00 2.00 X 254507 0 14488 TOMMI HOLLOWAY CFO 40.00 2.00 X 185989 0 24785 KAREN GARRITY VP - BH 40.00 2.00 X 148360 0 17766 AMANDA EDDINGS VP OF FINANCE 40.00 2.00 X 24038 0 31 CARL SCHNEIDER VP - IDD 40.00 2.00 X 142015 0 41252 ERIC EMBRY COO 40.00 2.00 X 222522 0 40622 JEN ZEIMAT EXECUTIVE DIRECTOR (BEG 09/24) 40.00 0.00 X 33654 0 83 JEFFREY ZELLERS MD PSYCHIATRIST 40.00 0.00 X 255200 0 28020 NAYYAR IQBAL MD MEDICAL DIRECTOR/PSYCHIATRIST 40.00 0.00 X 601720 0 50898 NURSAT SIDDIQI PSYCHIATRIST 40.00 0.00 X 321368 0 34456 REBECCA FROST FACILITY DIRECTOR 40.00 0.00 X 133662 0 45385 JOHN STEA MD PSYCHIATRIST 40.00 0.00 X 443056 0 4159 2766091 0 301945 23 0 1 0 CROWDSOUTH 410 EAST 10TH STREET BOWLING GREEN KY 42101 MARKETING SERVICES 277987 PRAKASH N SHAH MD 408 CROMWELL PLACE HOPKINSVILLE KY 42240 WSH ON CALL SERVICES 265589 NAYYAR IQBAL MD PO BOX 2200 HOPKINSVILLE KY 42240 WSH ON CALL SERVICES 259874 LOCUMTENENSCOM LLC PO BOX 405547 ATLANTA GA 30384 PSYCHIATRY SERVICES 236720 JOHN STEA MD 2387 RUSSELLVILLE ROAD HOPKINSVILLE KY 42241 WSH ON CALL SERVICES 227923 13 24111747 662494 662494 24774241 CONSUMER DIRECTED OPTION 900099 42776436 42776436 NET PATIENT REVENUE 624190 32612335 32612335 CONTRACTED STAFF INCOME 900099 11608390 11608390 INDUSTRIAL CONTRACTS 900099 345598 345598 87342759 536195 112549 423646 423646 423646 11162996 2415 10628103 89066 534893 -86651 448242 448242 MEDICAL RECORD INCOME 541200 12220 12220 INSURANCE PROCEEDS 900099 1552 1552 154982 154982 168754 113157642 87511513 0 871888 X 1043051 1043051 1708783 1446314 262469 19694889 16669754 3025135 7090037 6001007 1089030 2465584 2086870 378714 1573037 1331419 241618 146356 146356 153206 153206 47553 47553 37861 37861 68462190 65181224 3280966 300381 223213 77168 361210 332674 28536 715624 511242 204382 2565253 1832617 732636 1084157 985607 98550 1538542 1143291 395251 114658 85202 29456 849816 607108 242708 891675 662604 229071 SUPPLIES 1884263 1735406 148857 EDUCATION 177268 131728 45540 DUES AND SUBSCRIPTIONS 151828 112823 39005 EMPLOYEE RELATIONS 89129 66232 22897 475649 353452 122197 113622000 102542838 11079162 0 114402 123981 11995286 11560027 70180 73762 10132026 11557136 676027 671093 44537 69091 517295 499781 27448922 16877927 10763919 10570995 80937 80937 11976744 12649340 46371353 47856143 8384354 9886169 0 34992 296798 695138 707143 357525 1811047 1721027 1183041 967506 12382383 13662357 X 33786070 33990886 202900 202900 33988970 34193786 46371353 47856143 -464358 669174 0 X 0 1 X 1 1 1 X 6898508 24565747 23035593 24406267 24774241 103680356 82404440 65274078 67958307 76200404 87342759 379179988 89302948 89839825 90993900 100606671 112117000 482860344 0 0 0 482860344 237905 201546 401786 570139 536195 1947571 237905 201546 401786 570139 536195 1947571 4276309 4860909 6171668 6342608 168754 21820248 93817162 94902280 97567354 107519418 112821949 506628163 0.95310 0.99420 0.00380 0.00330 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 4,276,309. 2021 AMOUNT: $ 4,860,909. 2022 AMOUNT: $ 6,171,668. 2023 AMOUNT: $ 6,342,608. 2024 AMOUNT: $ 168,754. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 47553 47553 0 PART II-B, LINE 1: A PORTION OF DUES PAID TO KARP, KAPP, AND JYB3 WERE ATTRIBUTABLE TOWARDS LOBBYING ACTIVITIES. 1769585 1769585 19835462 11654578 8180884 814088 779239 34849 4909924 4444110 465814 119863 119863 10570995 BOARD DESIGNATED FUNDS (AWUL) 10673101 ROU ASSET - OPERATING LEASE 904225 ROU ASSET - FINANCING LEASE 62252 INVESTMENT IN TRILOGY 1009762 12649340 ROU LIABILITY - OPERATING LEASE 904225 ROU LIABILITY - FINANCING LEASE 63281 967506 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, 2025 AND 2024, 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 270 1043051 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 X 0 0 0 0 0 0 0 1 0 NAYYAR IQBAL MD MEDICAL DIRECTOR/PSYCHIATRIST 601720 0 0 0 0 0 0 0 50898 0 652618 0 0 0 JOHN STEA MD PSYCHIATRIST 443056 0 0 0 0 0 0 0 4159 0 447215 0 0 0 NURSAT SIDDIQI PSYCHIATRIST 321368 0 0 0 0 0 0 0 34456 0 355824 0 0 0 JEFFREY ZELLERS MD PSYCHIATRIST 227068 0 28132 0 0 0 0 0 28020 0 283220 0 0 0 JOE DAN BEAVERS PRESIDENT/CEO 238727 0 15000 0 780 0 0 0 14488 0 268995 0 0 0 ERIC EMBRY COO 182322 0 39000 0 1200 0 0 0 40622 0 263144 0 0 0 TOMMI HOLLOWAY CFO 174209 0 11000 0 780 0 0 0 24785 0 210774 0 0 0 CARL SCHNEIDER VP - IDD 141235 0 0 0 780 0 0 0 41252 0 183267 0 0 0 REBECCA FROST FACILITY DIRECTOR 133662 0 0 0 0 0 0 0 45385 0 179047 0 0 0 KAREN GARRITY VP - BH 147580 0 0 0 780 0 0 0 17766 0 166126 0 0 0 PART I, LINE 7 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 4265000 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 14 550494 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE INSTRUCTED ON WHERE THEY MAY LOCATE A COMPLETE COPY OF THE FORM 990 ON THE INTERNET PRIOR TO FILING THE FORM. A COPY OF THE FORM 990 IS REVIEWED AT A BOARD MEETING AFTER IT IS FILED. 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 20,877,587. MANAGEMENT AND GENERAL EXPENSES 2,491,102. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,368,689. CONSUMER DIRECTED OPTION LABOR: PROGRAM SERVICE EXPENSES 38,372,083. MANAGEMENT AND GENERAL EXPENSES 11,515. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,383,598. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,931,554. MANAGEMENT AND GENERAL EXPENSES 778,349. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,709,903. LIFESKILLLS CONSUMER DIRECTED OPTION LLC PO BOX 6499 BOWLING GREEN KY 42102 300661799 FACILITATE CDO/PDS KY 0 0 LIFESKILLS INC QUAD COUNTY HOUSING LLC 735 NORTH DRIVE HOPKINSVILLE KY 42240 263416555 LOW INCOME HOUSING KY 26283 1144208 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-MENTAL RETARDATION BOARD PO BOX 614 HOPKINSVILLE KY 42241 610662739 BEHAVIORAL HEALTH KY 501(C)(3) LINE 6 LIFESKILLS INC 1 TRILOGY CENTER FOR WOMEN LLC 100 TRILOGY AVENUE HOPKINSVILLE KY 42240 203705318 ADDICTION TREATMENT CENTER KY LIFESKILLS INC RELATED 2510804 0 0 0.99990 QUAD COUNTY HOUSING I LLC PO BOX 614 HOPKINSVILLE KY 42240 263416475 LOW INCOME HOUSING KY PENNYROYAL REGIONAL MENTAL HEALTH N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 LIFESKILLS INDUSTRIES INC P 218532 FMV