2025-11-17T07:11:13-06:00 2025-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-07-01 452412767 NEW VISTA BEHAVIORAL HEALTHCARE INC NEWV 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 DANA ROYSE PRESIDENT & CEO 8592531686 2025-11-13 1 0 X SARAH K ANTLE P01391676 5024269660 2025-11-12 2024 2025-03-06 01:10:19Z DANA ROYSE 1351 NEWTOWN PIKE LEXINGTON KY 40511 78599680 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. 15 15 1425 51 0 0 0 0 75354936 78599680 0 0 0 0 75354936 78599680 0 0 0 0 71129655 74284971 0 0 0 893073 930576 72022728 75215547 3332208 3384133 10488508 12313140 11659374 10099873 -1170866 2213267 X TO PROVIDE AN ARRAY OF HEALTH AND HUMAN SERVICES TO IMPROVE THE QUALITY OF LIFE AND OUTCOMES FOR INDIVIDUALS SEEKING THE SERVICES. 0 0 764700 804331 BRAIN INJURY SERVICES:THROUGH A CONTRACT WITH DAIL, NEW VISTA BEHAVIORAL HEALTHCARE, INC. PROVIDED SPECIALIZED SERVICES TO INDIVIDUALS WITH TRAUMATIC BRAIN INJURIES. THESE SERVICES, DESIGNED TO LAST NO LONGER THAN NINE MONTHS, TARGETED INDIVIDUALS IN CRISIS DUE TO BEHAVIORAL, MEDICAL, OR HOUSING INSTABILITY.DURING THEIR STAY, NEW VISTA COMPLETED COMPREHENSIVE ASSESSMENTS AND COORDINATED CARE, INCLUDING PSYCHIATRY, PRIMARY CARE, BEHAVIORAL SUPPORTS, AND OTHER THERAPIES AS NEEDED, BASED ON INDIVIDUALIZED SUPPORT PLANS. ADDITIONALLY, THEY WORKED CLOSELY WITH FAMILIES AND LEGAL GUARDIANS TO DETERMINE THE APPROPRIATE LONG-TERM CARE NEEDS AND FACILITATE TRANSITIONS TO STABLE, LONG-TERM LIVING ENVIRONMENTS.THE GOAL OF THESE SERVICES WAS TO ENSURE THAT INDIVIDUALS IN CRISIS COULD STABILIZE AND TRANSITION INTO APPROPRIATE, LONG-TERM SUPPORTS TAILORED TO THEIR NEEDS. 73962211 77795349 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. 74726911 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 4 0 1 1425 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 1 1 1 1 1 1 1 1 0 KY X NATHAN MILLAY CFO 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 VICKI BROWN 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 SECRETARY (THRU 6.2025) 0.80 X 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 VICE CHAIRMAN 0.80 X X 0 0 0 SUNDAY OBI BOARD DIRECTOR 0.80 X 0 0 0 PEGGY TUDOR BOARD DIRECTOR 0.80 X 0 0 0 BOBBI JO LEWIS BOARD DIRECTOR 0.80 X 0 0 0 SUSAN STARLING CHAIRMAN 0.80 X X 0 0 0 ROBERT BLYTHE BOARD DIRECTOR 0.80 X 0 0 0 HAROLD MCKINNEY BOARD DIRECTOR 0.80 X 0 0 0 SANNIE OVERLY TREASURER 0.80 X X 0 0 0 KELLY DYCUS BOARD DIRECTOR (THRU 4.2025) 0.80 X 0 0 0 DEE WERLINE PRESIDENT/CEO 4.00 36.00 X 0 465563 43898 DANA ROYSE INCOMING PRESIDENT/CEO (EFF. 1.2025) 4.00 36.00 X 0 296407 47900 NATHAN MILLAY CFO (EFF. 1.2025) 4.00 36.00 X 0 193872 29120 TAMELA GILBERT PSYCHIATRIST 40.00 X 321635 0 97838 ARUN KAITHI PSYCHIATRIST 40.00 X 198971 0 6500 YUCHO SHIH PSYCHIATRIST 40.00 X 287064 0 51466 FRED KINNICUTT PSYCHIATRIST 40.00 X 283906 0 39860 SHEILA KEMPER MEDICAL DIRECTOR 40.00 X 312093 0 52495 1403669 955842 369077 78 0 1 0 ALTERNATIVE HEALTH SOLUTIONS LLC 7098 DISTRIBUTION DRIVE LOUISVILLE KY 40258 EMPLOYEE PRIMARY CARE CLINIC 831125 1 STAFFING REVENUE 623990 77795349 77795349 STATE CONTRACT REVENUE 623990 773816 773816 PATIENT RENTAL INCOME 623990 28365 28365 PATIENT PAYEE INCOME 623990 2150 2150 78599680 78599680 78599680 0 0 61674470 61674470 1271246 1271246 6799197 6799197 4540058 4540058 36180 36180 29655 29655 9743 9743 1627 1627 338180 338180 360000 360000 16250 16250 7069 7069 PURCHASED SERVICES 107558 44847 62711 SUPPLIES 18850 18850 MISCELLANEOUS 3229 3139 90 CLIENT PERSONAL SPENDIN 2150 2150 85 85 75215547 74726911 488636 0 3956122 4717901 127983 64689 48750 33854 31146 14896 6373257 7515654 10488508 12313140 5455738 6047569 6203636 4052304 11659374 10099873 X -1170866 2213267 -1170866 2213267 10488508 12313140 3384133 0 X X 0 1 X 1 0 X 48533016 52069868 63594251 75354937 78599680 318151752 48533016 52069868 63594251 75354937 78599680 318151752 0 0 0 318151752 48533016 52069868 63594251 75354937 78599680 318151752 1.00000 1.00000 0.00000 X 48750 33854 14896 14896 RELATED PARTY RECEIVABLES 7515654 7515654 RELATED PARTY PAYABLES 4052304 4052304 X 78599680 0 78599680 0 78599680 75215547 0 75215547 0 75215547 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, 2025. AS OF JUNE 30, 2025, 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 404174 0 60201 0 1188 0 30528 0 13370 0 509461 0 0 TAMELA GILBERT PSYCHIATRIST 320447 0 0 0 1188 0 16099 0 81739 0 419473 0 0 0 SHEILA KEMPER MEDICAL DIRECTOR 311931 0 0 0 162 0 16096 0 36399 0 364588 0 0 0 DANA ROYSE INCOMING PRESIDENT/CEO (EFF. 1.2025) 0 276137 0 20000 0 270 0 27704 0 20196 0 344307 0 0 YUCHO SHIH PSYCHIATRIST 285876 0 0 0 1188 0 14806 0 36660 0 338530 0 0 0 FRED KINNICUTT PSYCHIATRIST 282718 0 0 0 1188 0 0 0 39860 0 323766 0 0 0 NATHAN MILLAY CFO (EFF. 1.2025) 0 168692 0 25000 0 180 0 17854 0 11266 0 222992 0 0 ARUN KAITHI PSYCHIATRIST 198971 0 0 0 0 0 6500 0 0 0 205471 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 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