2023-11-13T07:39:30-06:00 2023-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2022-07-01 452412767 NEW VISTA BEHAVIORAL HEALTHCARE INC NEWV 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 DEE WERLINE PRESIDENT & CEO 8592531686 2023-11-08 1 DEE WERLINE 999009999 0 SARAH K ANTLE P01391676 5024269660 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEE WERLINE 1351 NEWTOWN PIKE LEXINGTON KY 40511 63594251 0 X WWW.NEWVISTA.ORG X 2011 KY TO PROVIDE AN ARRAY OF HEALTH AND HUMAN SERVICES TO IMPROVE THE QUALITY OF LIFE AND OUTCOMES FOR INDIVIDUALS SEEKING THE SERVICES. 18 18 1266 1029 0 0 0 0 52069868 63594251 0 0 0 0 52069868 63594251 0 0 0 0 48387392 59430545 0 0 0 1824083 1421262 50211475 60851807 1858393 2742444 9436639 13501949 16682157 18005023 -7245518 -4503074 X TO PROVIDE AN ARRAY OF HEALTH AND HUMAN SERVICES TO IMPROVE THE QUALITY OF LIFE AND OUTCOMES FOR INDIVIDUALS SEEKING THE SERVICES. 0 1 1377832 1460022 IDD SERVICES:NEW VISTA BEHAVIORAL HEALTHCARE, INC. PROVIDED SERVICES THROUGH THE SUPPORTS FOR COMMUNITY LIVING (SCL), MICHELLE P. WAIVER PROGRAMS, AND BRAIN INJURY TRUST TO INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES AND/OR TRAUMATIC BRAIN INJURIES DURING FISCAL YEAR 2023.THESE SERVICES ARE DESIGNED TO SUPPORT INDIVIDUALS IN BECOMING MORE INDEPENDENT BY ENCOURAGING PERSONAL GROWTH AND DEVELOPMENT AND INCREASING INVOLVEMENT IN THE COMMUNITY AND INCLUDE: 24 HOUR RESIDENTIAL SUPPORTS IN A FAMILY HOME PROVIDER SETTING DESIGNED TO FOSTER THE ACQUISITION OF SKILLS, BUILD POSITIVE SOCIAL BEHAVIOR AND INTERPERSONAL COMPETENCE, AND FOSTER GREATER INDEPENDENCE AND PERSONAL CHOICE; RESPITE FOR PARTICIPANTS WHO DO NOT CURRENTLY RECEIVE RESIDENTIAL SERVICES, ARE RESIDING IN THEIR OWN HOME OR THEIR FAMILY'S HOME, AND ARE UNABLE TO INDEPENDENTLY ADMINISTER SELF-CARE. NEW VISTA BEHAVIORAL HEALTHCARE, INC. CLOSED THE SUPPORTS FOR COMMUNITY LIVING (SCL) RESIDENTIAL SERVICES ON FEBRUARY 28, 2023.NEW VISTA BEHAVIORAL HEALTHCARE, INC. CONTINUES TO PROVIDE BRAIN INJURY SERVICES. 58636478 62134229 STAFFING:THE ORGANIZATION PROVIDES STAFFING TO NEW VISTA OF THE BLUEGRASS, INC. AND NEW VISTA COMMUNITIES, INC. TO ASSIST THOSE ORGANIZATIONS IN PROVIDING PROGRAM SERVICES RELATED TO THE MISSIONS OF THOSE ORGANIZATIONS. 60014310 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 1266 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X DANA ROYSE CFO 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 CONNIE MORGAN BOARD DIRECTOR 0.80 X 0 0 0 TRACI BROWN BOARD DIRECTOR 0.80 X 0 0 0 SCOTT GOULD BOARD DIRECTOR 0.80 X 0 0 0 BEN CHANDLER BOARD DIRECTOR 0.80 X 0 0 0 JOCK CONLEY BOARD DIRECTOR 0.80 X 0 0 0 KAREN WARD BOARD DIRECTOR 0.80 X 0 0 0 MIKE DENNEY BOARD DIRECTOR 0.80 X 0 0 0 MARY JUNE BRUNKER BOARD DIRECTOR 0.80 X 0 0 0 PHIL BERGER BOARD DIRECTOR 0.80 X 0 0 0 RON KIBBEY BOARD DIRECTOR 0.80 X 0 0 0 STEVE FISHER BOARD DIRECTOR 0.80 X 0 0 0 SUNDAY OBI BOARD DIRECTOR 0.80 X 0 0 0 TAYLOR PORTER BOARD DIRECTOR 0.80 X 0 0 0 BOBBI JO LEWIS VICE CHAIRMAN 0.80 X X 0 0 0 SUSAN STARLING TREASURER 0.80 X X 0 0 0 ROBERT BLYTHE BOARD DIRECTOR 0.80 X 0 0 0 HAROLD MCKINNEY CHAIRMAN 0.80 X X 0 0 0 SANNIE OVERLY SECRETARY 0.80 X X 0 0 0 DEE WERLINE PRESIDENT/CEO 4.00 36.00 X 0 384303 40902 DANA ROYSE CFO 4.00 36.00 X 0 209350 30134 TAMELA GILBERT PSYCHIATRIST 40.00 X 286914 0 31536 ARUN KAITHI PSYCHIATRIST 40.00 X 229683 0 6500 YUCHO SHIH PSYCHIATRIST 40.00 X 254590 0 44592 SCOTTY SEARS DIRECTOR OF PHARMACY 40.00 X 152560 0 14435 KELLY MANGUM FACILITY DIRECTOR 40.00 X 152515 0 8647 1076262 593653 176746 33 0 1 0 ALTERNATIVE HEALTH SOLUTIONS LLC 7098 DISTRIBUTION DRIVE LOUISVILLE KY 40258 EMPLOYEE PRIMARY CARE CLINIC 527238 ASPIRANT 500 NORTH HURSTBOURNE PARKWAY STE LOUISVILLE KY 40222 HEALTH INSURANCE ADMINISTRATION 432343 2 STAFFING REVENUE 623990 62134229 62134229 STATE CONTRACT REVENUE 623990 771895 771895 PATIENT SERVICE REVENUE 623990 556952 556952 PATIENT PAYEE INCOME 623990 104407 104407 PATIENT RENTAL INCOME 623990 26768 26768 63594251 63594251 63594251 0 0 49454573 49454573 886481 886481 5439751 5439751 3649740 3649740 246050 246050 72 72 27026 27026 24490 24490 20345 20345 248751 248751 227 227 271250 271250 1354 1354 8183 8183 PURCHASED SERVICES 418095 125033 293062 CLIENT PERSONAL SPENDIN 104407 104407 MISCELLANEOUS 40617 40508 109 SUPPLIES 14980 14980 -4585 -4585 60851807 60014310 837497 0 3893255 7365925 84966 64623 1400 48750 1354 0 47396 5457018 6024005 9436639 13501949 3772839 4568129 12909318 13436894 16682157 18005023 X -7245518 -4503074 -7245518 -4503074 9436639 13501949 2742444 0 X X 0 1 X 1 0 X 39783239 45460695 48533016 52069868 63594251 249441069 39783239 45460695 48533016 52069868 63594251 249441069 0 0 0 249441069 60 60 39783299 45460695 48533016 52069868 63594251 249441129 1.00000 1.00000 0.00000 X 48750 1354 47396 47396 RELATED PARTY RECEIVABLES 5765843 OPERATING LEASE RIGHT-OF-USE ASSETS 258162 6024005 RELATED PARTY PAYABLES 13178732 OPERATING LEASE LIABILITIES 258162 13436894 X 63594251 0 63594251 0 63594251 60851807 0 60851807 0 60851807 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2023. AS OF JUNE 30, 2023, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEAR THEN ENDED. 0 0 0 0 0 0 0 0 0 DEE WERLINE PRESIDENT/CEO 0 331778 0 51751 0 774 0 31025 0 9877 0 425205 0 0 TAMELA GILBERT PSYCHIATRIST 286140 0 0 0 774 0 14459 0 17077 0 318450 0 0 0 YUCHO SHIH PSYCHIATRIST 253402 0 0 0 1188 0 13188 0 31404 0 299182 0 0 0 DANA ROYSE CFO 0 209080 0 0 0 270 0 21163 0 8971 0 239484 0 0 ARUN KAITHI PSYCHIATRIST 229683 0 0 0 0 0 6500 0 0 0 236183 0 0 0 SCOTTY SEARS DIRECTOR OF PHARMACY 151786 0 0 0 774 0 7645 0 6790 0 166995 0 0 0 KELLY MANGUM FACILITY DIRECTOR 151741 0 0 0 774 0 0 0 8647 0 161162 0 0 0 PART I, LINE 1A THE RELATED ORGANIZATION, NEW VISTA OF THE BLUEGRASS, INC., PAYS THE COMPENSATION TO THE PRESIDENT/CEO AND CFO AND USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART III, LINE 3 NEW VISTA BEHAVIORAL HEALTHCARE, INC. CLOSED THE SUPPORTS FOR COMMUNITY LIVING (SCL) RESIDENTIAL SERVICES ON FEBRUARY 28, 2023. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE, A DRAFT IS MADE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS PROVIDED A COPY OF THE INTEGRITY PLAN INCLUDING THE CONFLICT OF INTEREST STATEMENT, SIGNS IT ANNUALLY, AND HAS A BRIEF OVERVIEW OF THE REQUIREMENT TO DISCLOSE. NEW BOARD MEMBERS HAVE AN ORIENTATION WHICH INCLUDES THE DETAILS OF THE POLICY. KEY EMPLOYEES ARE GIVEN A REVIEW OF THE POLICY ANNUALLY AND NEW EMPLOYEES ARE EDUCATED ON THE POLICY IN DAY ONE OF ORIENTATION, PROVIDED A COPY OF THE INTEGRITY PLAND AND CONFLICT OF INTEREST STATEMENT, AND SIGNS IT. FORM 990, PART VI, SECTION B, LINE 15 A RELATED ORGANIZATION USES THE FOLLOWING PROCESS: THE COMPENSATION OF THE PRESIDENT/CEO IS REVIEWED AT INITIAL APPOINTMENT AND ANNUALLY THEREAFTER. NATIONWIDE SURVEYS ARE USED WHICH INCLUDE THE STATE OF KENTUCKY AND OTHER NOT FOR PROFIT ORGANIZATIONS. THE BOARD OF DIRECTORS IS GIVEN THIS INFORMATION WHICH IS REVIEWED AND DISCUSSED. THE BOARD THEN DETERMINES THE SALARY OF THE PRESIDENT/CEO. FOR OTHER OFFICERS OR KEY EMPLOYEES NATIONAL AND LOCAL SURVEY INFORMATION IS REVIEWED BY THE HUMAN RESOURCES DIRECTOR TO ASSIST IN DETERMINING SALARIES. WHEN BROAD SALARY ADJUSTMENTS ARE DEEMED NECESSARY IN ORDER TO BE IN LINE WITH LOCAL MARKETS, THE INFORMATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE SUBMITTED TO THE COMMONWEALTH OF KENTUCKY AS REQUIRED BY CONTRACT. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE LOCATION. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. NEW VISTA BEHAVIORAL HEALTHCARE, INC. IS AUDITED AS PART OF THE NEW VISTA OF THE BLUEGRASS, INC. CONSOLIDATED GROUP. NEW VISTA BEHAVIORAL HEALTHCARE, INC. IS INCLUDED IN THE NEW VISTA OF THE BLUEGRASS, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS AN AUDIT/FINANCE COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. AQUEDUCT PLACE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611233198 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 ASHLAND GROUP HOME INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 300342188 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 BIVINS PLACE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 311498544 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 BLUEGRASS REGIONAL INDUSTRIES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 262709818 OPERATES A VOCATIONAL REHABILITATION PROGRAM FOR ADULTS WITH DISABILITIES KY 501(C)(3) LINE 10 0 NEW VISTA OF THE BLUEGRASS INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 610723605 PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE, AND DISABILITY SERVICES KY 501(C)(3) LINE 10 0 BLUEGRASS VILLAGE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 421592989 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 BRASS RESIDENCE OF SOMERSET INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611315536 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 CASTLEWOOD INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611384219 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 CHRISTIAN CARE CAMPBELLSVILLE HOME II INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 205236196 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 CHRISTIAN CARE CAMPBELLSVILLE HOME INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 205236520 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 DANIELLE COURT INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 300342189 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 DELMONT PLACE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611233196 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 EUREKA SPRINGS PLACE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611233197 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 FRANKLIN PLACE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611233199 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 RALL PLACE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 311498541 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 SPINDLETOP INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 300342187 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 VIRGINIA AVENUE APARTMENTS INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 300342190 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 OAKWOOD COMMUNITY SERVICES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 452412961 MANAGES AN INTERMEDIATE CARE FACILITY FOR PERSONS WITH DISABILITIES KY 501(C)(3) LINE 10 0 KEYSELECT SERVICES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 452520786 PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE, AND DISABILITY SERVICES KY 501(C)(3) LINE 10 0 NEW VISTA COMMUNITIES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 205452909 MANAGES AN INTERMEDIATE CARE FACILITY FOR PERSONS WITH DISABILITIES KY 501(C)(3) LINE 10 NEW VISTA OF THE BLUEGRASS INC 1 BLUEGRASS STEEPLECHASE ESTATES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 263184480 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 NEW VISTA BEHAVIORAL HEALTHCARE FOUNDATION INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 833101552 TO CARRY OUT THE FUNCTIONS AND PURPOSES OF NEW VISTA OF THE BLUEGRASS, INC. KY 501(C)(3) LINE 10 NEW VISTA OF THE BLUEGRASS INC 1 BLUEGRASS NEW DIRECTIONS 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611341060 SOFTWARE SUPPORT KY NEW VISTA OF THE BLUEGRASS INC C 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 1 1