Skip to content
Nonprofiteer
← LIFESKILLS INC

Form 990 for tax year 2024

Filed by LIFESKILLS INC.

Totals

Total revenue
$113,157,642
Total expenses
$113,622,000
Contributions and grants received
$24,774,241
Grants paid
$1,043,051
Program service revenue
$87,342,759
Investment income
$448,242
Other revenue
$592,400
Total assets, end of year
$47,856,143
Total liabilities, end of year
$13,662,357
Net assets or fund balances, end of year
$34,193,786
Program services expenses (Part IX)
$102,542,838
Management and general expenses
$11,079,162
Fundraising expenses
$0
Program service expenses (Part III)
$102,542,838

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $24,111,747

  • 1f · All other contributions, gifts and grants

    $662,494

  • 1g · Noncash contributions included above

    $662,494

  • 2a · Program service revenue: CONSUMER DIRECTED OPTION

    total $42,776,436 · related or exempt $42,776,436

  • 2b · Program service revenue: NET PATIENT REVENUE

    total $32,612,335 · related or exempt $32,612,335

  • 2c · Program service revenue: CONTRACTED STAFF INCOME

    total $11,608,390 · related or exempt $11,608,390

  • 2d · Program service revenue: INDUSTRIAL CONTRACTS

    total $345,598 · related or exempt $345,598

  • 6a · Gross rents

    real property $536,195

  • 6b · Less rental expenses

    real property $112,549

  • 6c · Rental income or loss

    real property $423,646

  • 6d · Net rental income or loss

    total $423,646 · excluded $423,646

  • 7a · Gross sales of assets other than inventory

    securities $11,162,996 · other assets $2,415

  • 7b · Less cost or other basis and sales expenses

    securities $10,628,103 · other assets $89,066

  • 7c · Gain or loss

    securities $534,893 · other assets -$86,651

  • 7d · Net gain or loss

    total $448,242 · excluded $448,242

  • 11a · Other revenue: MEDICAL RECORD INCOME

    total $12,220 · related or exempt $12,220

  • 11b · Other revenue: INSURANCE PROCEEDS

    total $1,552 · related or exempt $1,552

  • 11d · All other revenue

    total $154,982 · related or exempt $154,982

  • 11e · Other revenue, total

    $168,754

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,043,051 · program services $1,043,051

  • 5 · Compensation of officers, directors and key employees

    total $1,708,783 · program services $1,446,314 · management and general $262,469

  • 7 · Other salaries and wages

    total $19,694,889 · program services $16,669,754 · management and general $3,025,135

  • 8 · Pension plan contributions

    total $7,090,037 · program services $6,001,007 · management and general $1,089,030

  • 9 · Other employee benefits

    total $2,465,584 · program services $2,086,870 · management and general $378,714

  • 10 · Payroll taxes

    total $1,573,037 · program services $1,331,419 · management and general $241,618

  • 11b · Fees: legal

    total $146,356 · management and general $146,356

  • 11c · Fees: accounting

    total $153,206 · management and general $153,206

  • 11d · Fees: lobbying

    total $47,553 · management and general $47,553

  • 11f · Fees: investment management

    total $37,861 · management and general $37,861

  • 11g · Fees: other

    total $68,462,190 · program services $65,181,224 · management and general $3,280,966

  • 12 · Advertising and promotion

    total $300,381 · program services $223,213 · management and general $77,168

  • 13 · Office expenses

    total $361,210 · program services $332,674 · management and general $28,536

  • 14 · Information technology

    total $715,624 · program services $511,242 · management and general $204,382

  • 16 · Occupancy

    total $2,565,253 · program services $1,832,617 · management and general $732,636

  • 17 · Travel

    total $1,084,157 · program services $985,607 · management and general $98,550

  • 19 · Conferences, conventions and meetings

    total $1,538,542 · program services $1,143,291 · management and general $395,251

  • 20 · Interest

    total $114,658 · program services $85,202 · management and general $29,456

  • 22 · Depreciation, depletion and amortization

    total $849,816 · program services $607,108 · management and general $242,708

  • 23 · Insurance

    total $891,675 · program services $662,604 · management and general $229,071

  • 24a · Other expenses: SUPPLIES

    total $1,884,263 · program services $1,735,406 · management and general $148,857

  • 24b · Other expenses: EDUCATION

    total $177,268 · program services $131,728 · management and general $45,540

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $151,828 · program services $112,823 · management and general $39,005

  • 24d · Other expenses: EMPLOYEE RELATIONS

    total $89,129 · program services $66,232 · management and general $22,897

  • 24e · All other expenses

    total $475,649 · program services $353,452 · management and general $122,197

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $114,402 · end of year $123,981

  • 2 · Savings and temporary cash investments

    beginning of year $11,995,286 · end of year $11,560,027

  • 3 · Pledges and grants receivable

    beginning of year $70,180 · end of year $73,762

  • 4 · Accounts receivable

    beginning of year $10,132,026 · end of year $11,557,136

  • 7 · Other notes and loans receivable

    beginning of year $676,027 · end of year $671,093

  • 8 · Inventories for sale or use

    beginning of year $44,537 · end of year $69,091

  • 9 · Prepaid expenses and deferred charges

    beginning of year $517,295 · end of year $499,781

  • 10a · Land, buildings and equipment: cost or other basis

    $27,448,922

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,877,927

  • 10c · Land, buildings and equipment, net

    beginning of year $10,763,919 · end of year $10,570,995

  • 13 · Investments: program-related

    beginning of year $80,937 · end of year $80,937

  • 15 · Other assets

    beginning of year $11,976,744 · end of year $12,649,340

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,384,354 · end of year $9,886,169

  • 18 · Grants payable

    beginning of year $0 · end of year $34,992

  • 19 · Deferred revenue

    beginning of year $296,798 · end of year $695,138

  • 20 · Tax-exempt bond liabilities

    beginning of year $707,143 · end of year $357,525

  • 23 · Secured mortgages and notes payable

    beginning of year $1,811,047 · end of year $1,721,027

  • 25 · Other liabilities

    beginning of year $1,183,041 · end of year $967,506

  • 27 · Net assets without donor restrictions

    beginning of year $33,786,070 · end of year $33,990,886

  • 28 · Net assets with donor restrictions

    beginning of year $202,900 · end of year $202,900

Mission and programs · 2024

Mission

LIFESKILLS, INC. SUPPORTS PEOPLE WHO EXPERIENCE MENTAL ILLNESS, ADDICTION, AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AS THEY BUILD MEANINGFUL AND INDEPENDENT LIVES.

  • 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.

    Expenses $35,603,618 · Revenue $30,384,633

  • 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.

    Expenses $66,939,220 · Grants $1,043,051 · Revenue $57,126,880

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ryan Dearbone

    CHAIR (END 06/25)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • John Rufli

    CHAIR/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Shelley Lowe

    VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Nancy Uhls

    BOARD MEMBER (END 03/25)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Paul Gronowski

    PAST CHAIR (END 05/25)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Scott Lindsey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stephanie Dickerson

    BOARD MEMBER (END 08/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tiffany Massey

    BOARD MEMBER (END 09/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Betty Parker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Todd Mansfield

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Curtis McGee

    BOARD MEMBER (END 08/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • James Green

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Linda Carico

    BOARD MEMBER (END 09/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Amy Neighbors

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tania Basta

    BOARD MEMBER (BEG 10/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Cheryl Phipps

    BOARD MEMBER (BEG 10/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Georgena Brackett

    BOARD MEMBER (BEG 08/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Joe Dan Beavers

    PRESIDENT/CEO

    Total calculated
    $268,995
    From this org
    $254,507
    From related orgs
    $0
    Other
    $14,488
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $238,727
    Bonus
    $15,000
    Other
    $780
    Deferred
    $0
    Nontaxable benefits
    $14,488
    Filer's total
    $268,995

  • Tommi Holloway

    CFO

    Total calculated
    $210,774
    From this org
    $185,989
    From related orgs
    $0
    Other
    $24,785
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $174,209
    Bonus
    $11,000
    Other
    $780
    Deferred
    $0
    Nontaxable benefits
    $24,785
    Filer's total
    $210,774

  • Karen Garrity

    VP - BH

    Total calculated
    $166,126
    From this org
    $148,360
    From related orgs
    $0
    Other
    $17,766
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $147,580
    Bonus
    $0
    Other
    $780
    Deferred
    $0
    Nontaxable benefits
    $17,766
    Filer's total
    $166,126

  • Amanda Eddings

    VP OF FINANCE

    Total calculated
    $24,069
    From this org
    $24,038
    From related orgs
    $0
    Other
    $31
    Hours/week
    40 + 2 related

  • Carl Schneider

    VP - IDD

    Total calculated
    $183,267
    From this org
    $142,015
    From related orgs
    $0
    Other
    $41,252
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $141,235
    Bonus
    $0
    Other
    $780
    Deferred
    $0
    Nontaxable benefits
    $41,252
    Filer's total
    $183,267

  • Eric Embry

    COO

    Total calculated
    $263,144
    From this org
    $222,522
    From related orgs
    $0
    Other
    $40,622
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $182,322
    Bonus
    $39,000
    Other
    $1,200
    Deferred
    $0
    Nontaxable benefits
    $40,622
    Filer's total
    $263,144

  • Jen Zeimat

    EXECUTIVE DIRECTOR (BEG 09/24)

    Total calculated
    $33,737
    From this org
    $33,654
    From related orgs
    $0
    Other
    $83
    Hours/week
    40

  • Jeffrey Zellers MD

    PSYCHIATRIST

    Total calculated
    $283,220
    From this org
    $255,200
    From related orgs
    $0
    Other
    $28,020
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,068
    Bonus
    $28,132
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,020
    Filer's total
    $283,220

  • Nayyar Iqbal MD

    MEDICAL DIRECTOR/PSYCHIATRIST

    Total calculated
    $652,618
    From this org
    $601,720
    From related orgs
    $0
    Other
    $50,898
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $601,720
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $50,898
    Filer's total
    $652,618

  • Nursat Siddiqi

    PSYCHIATRIST

    Total calculated
    $355,824
    From this org
    $321,368
    From related orgs
    $0
    Other
    $34,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,368
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,456
    Filer's total
    $355,824

  • Rebecca Frost

    FACILITY DIRECTOR

    Total calculated
    $179,047
    From this org
    $133,662
    From related orgs
    $0
    Other
    $45,385
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,662
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $45,385
    Filer's total
    $179,047

  • John Stea MD

    PSYCHIATRIST

    Total calculated
    $447,215
    From this org
    $443,056
    From related orgs
    $0
    Other
    $4,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $443,056
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,159
    Filer's total
    $447,215

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LIFESKILLLS CONSUMER DIRECTED OPTION LLC

    FACILITATE CDO/PDS · KY · income $0 · assets $0

    Directly controlled by LIFESKILLS INC

  • QUAD COUNTY HOUSING LLC

    LOW INCOME HOUSING · KY · income $26,283 · assets $1,144,208

    Directly controlled by LIFESKILLS INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • TRILOGY CENTER FOR WOMEN LLC

    RELATED · ADDICTION TREATMENT CENTER · KY · 99.99% owned · share of assets $2,510,804

    Directly controlled by LIFESKILLS INC

  • QUAD COUNTY HOUSING I LLC

    N/A · LOW INCOME HOUSING · KY

    Directly controlled by PENNYROYAL REGIONAL MENTAL HEALTH

Provenance

Return type
form_990
Tax year
2024
Filed
29 April 2026
IRS schema version
2024v5.5
Source object
202621209349300247

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.