2024-11-08T05:57:11-06:00 2024-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2023-07-01 205452909 NEW VISTA COMMUNITIES INC NEWV 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 DEE WERLINE PRESIDENT & CEO 8592531686 2024-11-04 1 0 SARAH K ANTLE P01391676 5024269660 2024-11-01 2023 2024-10-15 13:58:12Z DEE WERLINE 1351 NEWTOWN PIKE LEXINGTON KY 40511 113675963 0 X WWW.NEWVISTA.ORG X 2007 KY MANAGEMENT OF INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 14 14 832 20 0 0 0 25476 99093133 113530045 89866 120442 52 0 99183051 113675963 0 0 0 0 37044612 44517543 0 0 0 62048521 69037978 99093133 113555521 89918 120442 21531693 22407145 7731884 8439258 13799809 13967887 X TO ASSIST INDIVIDUALS AND FAMILIES IN THE ENHANCEMENT OF THEIR EMOTIONAL, MENTAL AND PHYSICAL WELL-BEING BY PROVIDING MENTAL HEALTH, INTELLECTUAL AND DEVELOPMENTAL DISABILITY AND SUBSTANCE ABUSE SERVICES. WE RECOGNIZE OUR RESPONSIBILITY TO SERVE THOSE WHO HAVE LIMITED OPTIONS FOR MEETING THEIR NEEDS WE PLAN WITHIN OUR COMMUNITIES, DEVELOP INNOVATIVE PROGRAMS TO RESPOND RAPIDLY TO NEEDS AND, AS APPROPRIATE, HELP INFLUENCE COMMUNITY PRIORITIES TO ENSURE THAT INDIVIDUAL AND COMMUNITY SERVICE GAPS ARE ADDRESSED. 0 0 45952864 57042903 MANAGEMENT OF OAKWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- PURCHASED AND INSTALLED EQUIPMENT FOR TWO VIDEO CONFERENCING ROOMS THAT ARE USED FOR HYBRID MONTHLY MEETINGS FOR THE IDT, PATIENTS AND PARENTS/GUARDIANS.- ROADWAY PAVING PROJECT WAS COMPLETED IN JULY.- GAS PLANT WAS REPAIRED AND PAINTED IN AUGUST. - ENRICHMENT CENTER HAD A CHRISTMAS PLAY ON DECEMBER 15TH. - TWO INDIVIDUALS PLACED 2ND AND 4TH IN THE SPECIAL OLYMPICS STATE BOWLING TOURNAMENT. - COMPLIANCE REVISED SOME OF THE AUDIT TOOLS TO MATCH REVISIONS TO POLICIES.- HUMAN RESOURCES HIRED A NEW RECRUITER.- READERS TO LEADERS TRAILS EXPANDED INTO WAYNE CO. - MULTIPLE LIGHTS WERE ADDED TO THE SCALES BUILDING AND LIGHTS WERE REPAIRED BY BUILDING 600.- TWO OFFICE UPDATES WERE COMPLETED IN BUILDING 401.- CANTEEN WAS UPDATED WITH NEW PAINT, FURNITURE AND FLOORING. - BEDROOM WALLS IN HOME 114 WERE REPAIRED AND PAINTED. - PUBLIC TEA PARTIES STARTED BACK AT EXPRESSIONS TEA AND GIFTS IN JANUARY 2024.- EXPRESSIONS TEA & GIFTS PROVIDED JOBS FOR SIX INDIVIDUALS WHO WORKED AS SERVERS/CASHIERS AT THE TEA PARTIES. - ONE CLIENT BEGAN WORKING ONCE A WEEK TO PICK UP HACKNEY GROCERY ORDERS FOR THE COFFEE SHOP. EXPANDED THEIR JOB DUTIES TO TWICE A WEEK TO INCLUDE PICKING UP CLASSROOM PRODUCTS AND DELIVERING THEM TO EXPRESSIONS TEA AND GIFTS.- PRIVATE TEA PARTIES STARTED BACK AT EXPRESSIONS TEA AND GIFTS IN MARCH 2024.- MEDICAL RECORDS SENT 220 BOXES OF ARCHIVED RECORDS TO FRANKFORT.- HOME 101A WAS UPDATED FOR THE BEHAVIOR DEPARTMENT MOVE.- ARTWORK AND DECORATIONS WERE UPDATED IN HOME 101B.- OUTSIDE LIGHT CHECKS WERE COMPLETED, AND BULBS WERE REPLACED.- BEHAVIOR/PSYCHOLOGY SERVICES FACILITATED THE SECOND ROUND OF SKILLS SYSTEM GROUP-COPING SKILLS TRAINING.- BEHAVIOR/PSYCHOLOGY SERVICES FINISHED AN ACADEMIC YEARLONG PRACTICUM FOR AN EKU DOCTORAL STUDENT.- BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBERS PARTICIPATED IN SEVERAL FACILITY WIDE RAPID IMPROVEMENT TEAMS INCLUDING ENHANCED STAFFING REDUCTION, PARTNER HOME PROCESS, AND OFF-GROUNDS MEDICAL APPOINTMENT PROCESS.- A BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBER PARTICIPATED IN IDD SYSTEMS OF CARE MEETING WITH STATEWIDE PSYCHOLOGISTS.- A BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBER PARTICIPATED IN A WORKPLACE HAPPINESS TRAINING.- BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBERS PARTICIPATED IN A COMMUNITY MENTAL HEALTH INITIATIVE RESOURCE MAPPING PROGRAM LED BY LOCAL JUDGES.- A DOWNWARD TREND IN SELF-INJURY, PICA, AND RESTRAINTS OCCURRED FOR THE 4TH QUARTER. - HOME 107 WAS UPDATED WITH A NEW A/C UNIT, DRYWALL, AND PAINT.- RENOVATION PLANS WERE FINALIZED FOR HOMES 111, 112, AND 117.- FACILITY-WIDE GENERATOR PROJECT CONTINUED.- THE KITCHEN FREEZER/COOLER PROJECT WAS COMPLETED IN JUNE. 35972035 44673293 MANAGEMENT OF HAZELWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- IN OCTOBER 2023, AN ACTIVE TRANSITION CLIENT WITH THE PREVIOUS RESIDENTIAL/ADT PROVIDER AGENCY THAT CLOSED WAS REPLACED TO MAINTAIN "TRANSITION IMMINENT" STATUS. - AT THE END OF OCTOBER 2023, THE WALK-IN COOLER/FREEZER PROJECT WAS COMPLETED IN THE DIETARY DEPARTMENT.- IN NOVEMBER 2023, THE TRANSITIONS DIRECTOR RECEIVED A CERTIFICATE OF APPRECIATION FROM DBHDID FOR HER WORK TRANSITIONING A DEAF INDIVIDUAL INTO THE COMMUNITY. - ON DECEMBER 18, 2023, THE BOARD OF HEALTH INSPECTION FOR DIETARY DEPARTMENT SCORED 100%.- BETWEEN DEL MARIA AND MEADOWS COMMUNITY HOMES RESPECTIVELY, ONE AND THREE ADMISSIONS WERE ACCEPTED. - TWO EC INSTRUCTORS WERE HIRED FOR THE COMMUNITY HOMES IN JANUARY; THIS WAS A NEW POSITION FOR THE HOMES.- IN JANUARY 2024, THE TRANSITIONS DIRECTOR CREATED A TRACKING GUIDE FOR SHORT-TERM AND LONG-TERM CLIENTS FOR MORE ACCURATE REPORTING FOR THE ADVISORY BOARD DOCUMENT. - ON FEBRUARY 8, 2024, THE ECOSURE AUDIT FOR THE DIETARY DEPARTMENT SCORED 99% ON FOOD SAFETY AND 100% ON PHYSICAL SAFETY. - FROM 2023-2024, COVID VACCINATIONS GIVEN BY EMPLOYEE WELLNESS, WITH A LIMITED SUPPLY, WERE UPDATED AND IN FEBRUARY 2024, 12 WERE GIVEN.- IN FEBRUARY 2024, TRANSITIONS SECURED SCL SUPPORT FOR A CLIENT WHICH RAISED THE TRANSITION IMMINENT CATEGORY TOTAL TO TWO. - IN FEBRUARY 2024, THE TRANSITIONS DIRECTOR CREATED A GENERAL GUIDELINE TO FACILITATE INTERNAL TRANSFERS AND ADAPTIVE EQUIPMENT CHECKLIST FOR THE TRANSITION MANUAL.- IN MARCH 2024, THE TRANSITIONS DIRECTOR CREATED AN INTERNAL WAITLIST FOR FUTURE COMMUNITY HOME PLACEMENTS. - CHARLIE'S CHARMS/JOSIE'S SWEET TREATS HELD A POP-UP SHOP AT HAZELWOOD IN FEBRUARY.- NURSING CREATED A SPREADSHEET CONTAINING ALL LEASED RESIDENT AMBULATORY FEEDING PUMPS FROM CARDINAL HEALTH WITH SERIAL NUMBERS, RESIDENTS NAME AND LAST PERFORMANCE CERTIFICATION. THIS SORTABLE SPREADSHEET ALLOWED US TO ENSURE THAT THE PUMPS WERE WITHIN THEIR 2-YEAR PREVENTATIVE MAINTENANCE SCHEDULE, AND THE RESIDENTS AND NURSING HAD FEEDING EQUIPMENT THAT IS BOTH IN WORKING ORDER AND SAFE. AS A BONUS, HAZELWOOD DID NOT HAVE TO PAY BLUEGRASS BIOMEDICAL TO DO YEARLY PERFORMANCE EVALUATIONS THROUGH THEIR COMPANY FOR OUR AMBULATORY PUMPS. - COMPLIANCE WORKED WITH INFORMATION TECHNOLOGY TO TROUBLESHOOT MEDITECH DOWNTIME PROCEDURES, AND RESOLVE ISSUES WITH REPORTS AND DATA UPDATING IN SUMMIT DRS.- COMPLIANCE FOCUSED ON NURSING DOCUMENTATION RELATED TO CLIENT OFF-CAMPUS APPOINTMENTS AND INCIDENT REPORTS, WITH IMPROVEMENTS NOTED FOR ALL AREAS (HAZELWOOD, COMMUNITY HOMES & BINGHAM GARDENS).- COMPLIANCE WORKED ON INSTRUCTIONS/GUIDELINES FOR REGISTERED NURSE - CERTIFIED TO INITIATE/MODIFY DAILY CARE GUIDES (IN CARETRACKER) AS NEEDED.- EMPLOYEE WELLNESS WORKED WITH INFECTION CONTROL TO UPDATE COVID VACCINATION/MISCELLANEOUS VACCINATION CONSENT FORMS FOR RESIDENT VACCINATION WITH 2024 UPDATED COVID VACCINE.- EMPLOYEE WELLNESS HAD A BOOTH AT THE 2024 EMPLOYEE WELLNESS FAIR ON MARCH 21, 2024 TO INCREASE PARTICIPATION IN WELL RIGHT THAT WAS ATTENDED BY 60+ STAFF.- NEW WINDOWS WERE INSTALLED IN THE 1 SOUTH CORRIDOR.- NEW LED LIGHTING WAS UPGRADED THROUGHOUT HAZELWOOD.- NEW FLOORING WAS INSTALLED IN PHYSICAL THERAPY AND THE FRONT LOBBY. - THE PAVILION WAS UPGRADED.- NEW DEHUMIDIFIER FOR POOL AREA.- IN 2023, THE ENRICHMENT CENTER (EC) PROVIDED CLASS/ACTIVE TREATMENT IN THE HOME LIVING UNITS. WITH THE REOPENING OF EC, THE ATTENDANCE WAS AT 91%.- CENTER MONITORS COMPLETED TRAUMA INFORMED CARE TRAINING. - IN LAUNDRY, LAUNDERED LINEN AND CLOTHING STARTED BEING WEIGHED SO IT IS KNOWN THE EXACT WEIGHT THAT IS LAUNDERED EACH DAY/WEEK/ MONTH. THIS INFORMATION WAS HELPFUL FOR THE BUSINESS OFFICE.- CONVERTED HAZELWOOD LABORATORY TO A CERTIFICATE OF WAIVER.- CLOSED HAZELWOOD RADIOLOGY IN FAVOR OF A MORE COST-EFFECTIVE IMAGING SOLUTION.- HIRED A NEW DENTIST.- ADDED TWELVE NEW PATIENTS TO SPECIALTY CLINIC.- 972 TOTAL APPOINTMENTS IN THE OUTPATIENT SPECIALTY CLINIC.- HUMAN RESOURCES IMPLEMENTED NEW FORMS FOR HIRING MANAGERS/SUPERVISORS TO COMPLETE WHEN HIRING, TERMINATING, AND/OR MAKING EMPLOYEE CHANGES TO JOB TITLES, SALARY, ETC. THIS CHANGE UNIFORMED US ACROSS ALL ICF'S AS WELL AS MATCH FORMS TO THE REGIONAL OFFICE. THIS WAS EFFECTIVE 7/1/2024.- A 3% COST OF LIVING INCREASE FOR ALL EMPLOYEES WAS IMPLEMENTED AND EFFECTIVE 6/23/2024.- IN MAY 2024, MEDICAL STAFF MADE DERBY HATS WITH THE CLIENTS.- 771 PATIENTS WERE SEEN IN THE SPECIALTY CLINIC, 447 OUTPATIENTS WERE SEEN, 142 PATIENTS WERE SEEN IN DENTAL CLINIC, AND 242 PATIENTS SEEN IN PSYCHIATRY CLINIC.- TEAMBUILDING ACTIVITY COMPLETED IN THE MEDICAL DEPARTMENT.- AMAPS AND PHYSICALS WERE PERFORMED ON TIME WITH NO LATE REPORTS.- NO TURNOVER IN THE MEDICAL DEPARTMENT. - INFORMATION TECHNOLOGY REPLACED TWELVE OUTDATED ARUBA NETWORK SWITCHES AT HAZELWOOD WITH NEW MERAKI NETWORK SWITCHES.- THE ENRICHMENT CENTER (EC) MANAGER CONTACTED THE BUREAU OF ENGRAVING AND PRINTING TO OBTAIN A SMALL DEVICE THAT READS THE U.S. CURRENCY THAT A PERSON HOLDS. THE DEVICE IS AN I-BILL TALKING BANK NOTE IDENTIFIER. WE RECEIVED TWO DEVICES FREE FOR OUR CLIENTS. THIS DEVICE ENABLED THE EC STAFF TO TEACH INDIVIDUALS WHO ARE VISUALLY IMPAIRED MONEY MANAGEMENT SKILLS ALLOWING THESE TO BE USED FOR COMMUNITY OUTINGS, EMPLOYMENT, AND TRANSITION. - EC CLASSROOMS PARTNERED WITH OCCUPATION THERAPY/PHYSICAL THERAPY TO CONDUCT OCCASIONAL YOGA CLASSES DURING EC HOURS.- BOOK CLUBS, A DERBY EVENT, AND COOKING CLASSES WERE HELD THROUGH THE YEAR TO EXPAND KNOWLEDGE, TEACH SKILLS, AND HAVE FUN.- THE EC DIRECTOR PARTNERED WITH COMMUNITY BUSINESSES TO CREATE WORK OR VOLUNTEER OPPORTUNITIES FOR THE RESIDENTS WITH TWO NEW EMPLOYMENT OPPORTUNITIES GAINED. - WINDSONG RECEIVED A NEW GAZEBO/SITTING AREA FOR THE RESIDENTS.- THE CITY OF JEFFERSONTOWN DONATED SPACE AT THE JEFFERSONIAN FOR THE COMMUNITY HOMES TO HOST THEIR MONTHLY MUSIC GROUP WITH OUR COMMUNITY PARTNERS.- A TASK TO GET ALL RESIDENT IMMUNIZATION INFORMATION IN ONE PLACE WITHIN MEDITECH WAS COMPLETED IN AUGUST 2024.- THE COMMUNITY HOMES PARTICIPATED IN FRIENDSHIP YOGA WITH MARIPOSA AT THEIR FACILITY. WE HAD PREVIOUSLY PARTNERED WITH THEM VIA ZOOM AND THE RESIDENTS WERE EXCITED TO MEET THEIR FRIENDS IN PERSON.- COMMUNITY HOMES RESTARTED THE BOWLING GROUP AND ARE HOPING TO EXPAND THIS GROUP WITH OUR COMMUNITY PARTNERS.- THE WINDSONG ACTIVITIES COMMITTEE COMPLETED THEIR FIRST SEWING PROJECT AS RECOMMENDED BY ONE OF THE RESIDENTS. THEY STARTED WITH A SIMPLE PROJECT, CLOTHING PROTECTORS, TO LEARN BASIC SKILLS.- MOUNT WASHINGTON FLORIST AND COFFEE BAR OFFERED SPACE IN THEIR STORE TO DISPLAY OUR RESIDENT'S ARTWORK. - ON JUNE 10, 2024, THE BOARD OF HEALTH INSPECTION FOR THE KITCHEN WAS 97%. - FINALIZED AND HAD AN OPENING OF THE PAVILION, AN AREA AT HAZELWOOD DESIGNED TO BE A PEACEFUL, CREATIVE SPACE FOR RESIDENTS THAT WAS PRIMARILY FUNDED BY THE GUARDIANS.- OCCUPATION THERAPY STAFF COMPLETED CEU'S FOR AUTISM CERTIFICATION/TRAINING. 9512802 11813849 MANAGEMENT OF BINGHAM GARDENS FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:NURSING:- DEHUMIDIFIERS WERE ADDED TO MED ROOMS TO ENSURE THE HUMIDITY IS UNDER CONTROL.- STARTED A 2-NURSE SYSTEM FOR HOME MEDICATIONS TO HELP PREVENT PACKING ERRORS. RESIDENTIAL: - COMPASSIONATE CARE TRAINING WAS CONDUCTED AND COMPLETED FOR ALL STAFF.- CARE-TRACKER TRAINING WAS CONDUCTED AND COMPLETED FOR ALL STAFF.- SUCCESSFULLY MOVED RESIDENTS FROM HOME 1 TO HOME 6 FOR THE SHOWER RENOVATION PROJECT.- STAFFED SUCCESSFULLY FOR RESIDENT TEMPORARY MOVE TO HAZELWOOD AND CROSS TRAINING.- RESIDENTS AND STAFF PLANTED VEGETABLES IN THEIR GARDEN.- TWO RESIDENTS PLACED 2ND PLACE IN THE SPECIAL OLYMPICS CHAMPIONSHIP BASEBALL GAME. BEHAVIOR DEPARTMENT:- DISCONTINUED TWO CRISIS PLANS.- COLLABORATED WITH LEE SPECIALTY CLINIC ON MEDICAL IMMOBILIZATION FADING.BINGHAM GARDENS EC:- HELD MANY BIRTHDAY CELEBRATIONS, COOKING CLASSES, AND A DERBY EVENT. - CREATED/BUILT A LEMONADE STAND WITH A BAKE SALE TO TEACH EMPLOYMENT SKILLS, AND NUMBER CONCEPT WITH MONEY AND VALUE SKILLS.- FORMED A PARTNERSHIP WITH LEE SPECIALTY CLINIC FOR SENSORY DAY.- RECYCLING PROJECT /LESSON, CLIENTS TOOK CANS TO THE RECYCLING CENTER FOR THE PROCESS.- HAD FIVE NEW EMPLOYMENTS AND TWO NEW VOLUNTEER OPPORTUNITIES.- HAZELWOOD AND BINGHAM GARDENS RESIDENTS WERE GIVEN FREE TICKETS TO A LOUISVILLE BATS BASEBALL GAME AND THE KENTUCKY STATE FAIR. 91437701 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 77 0 1 832 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 KY X DANA ROYSE CFO 8592531686 1351 NEWTON PIKE LEXINGTON KY 40511 SCOTT GOULD BOARD DIRECTOR 0.80 X 0 0 0 KAREN WARD BOARD DIRECTOR 0.80 X 0 0 0 CONNIE MORGAN BOARD DIRECTOR 0.80 X 0 0 0 JOCK CONLEY BOARD DIRECTOR 0.80 X 0 0 0 SANNIE OVERLY TREASURER 0.80 X X 0 0 0 PHIL BERGER BOARD DIRECTOR 0.80 X 0 0 0 SUNDAY OBI BOARD DIRECTOR 0.80 X 0 0 0 BEN CHANDLER BOARD DIRECTOR 0.80 X 0 0 0 MARY JUNE BRUNKER BOARD DIRECTOR 0.80 X 0 0 0 SUSAN STARLING CHAIRMAN 0.80 X X 0 0 0 BOBBI JO LEWIS VICE 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 TRACI BROWN SECRETARY 0.80 X X 0 0 0 MIKE DENNEY BOARD DIRECTOR 0.80 X 0 0 0 RON KIBBEY BOARD DIRECTOR 0.80 X 0 0 0 TAYLOR PORTER BOARD DIRECTOR 0.80 X 0 0 0 STEVE FISHER BOARD DIRECTOR 0.80 X 0 0 0 DANA ROYSE CFO 4.00 36.00 X 0 243346 46218 DEE WERLINE PRESIDENT/CEO 4.00 36.00 X 0 423125 44733 DAVID PHELPS CHIEF ADMINISTRATIVE OFFICER 38.00 X 214734 0 30822 GEORGE KARGAS SPECIALITY CLINIC DIRECTOR 38.00 X 272582 0 52390 RICHARD VAN DAM MEDICAL DIRECTOR 38.00 X 277312 0 62802 ADAM WRIGHT FACILITY DIRECTOR 38.00 X 151804 0 33915 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 38.00 X 152018 0 35112 CAROLYN DOBBS DIRECTOR OF PHARMACY 40.00 X 143568 0 25958 1212018 666471 331950 25 0 1 0 SODEXHO OPERATIONS LLC 4880 PAYSPHERE CIRCLE CHICAGO IL 60673 FOOD SERVICE 5332373 CARDINAL HEALTH 7000 CARDINAL PLACE DUBLIN OH 43017 PHARMACEUTICAL AND MEDICAL SUPPLIES 1813199 PROLINK HEALTHCARE LLC 10700 MONTGOMERY ROAD STE 226 CINCINNATI OH 45242 STAFFING AGENCY 872219 THE JOB SHOP 3560 S HIGHWAY 27 1 SOMERSET KY 42501 STAFFING AGENCY 695953 CROTHALL SERVICE GROUP 13025 COLLECTION CTR CHICAGO IL 60696 JANITORIAL SERVICE 610151 5 25476 25476 STATE CONTRACT REVENUE 623990 112385350 112385350 PATIENT PAYEE INCOME 623990 1144695 1144695 113530045 120442 120442 113675963 113530045 0 120442 250592 250592 30905603 24842216 6063387 4369999 3342349 1027650 6708146 4981158 1726988 2283203 1826981 456222 7941768 7941768 751 751 33314 33314 3942 3942 11259 1407 9852 2531781 1994201 537580 1431701 1429982 1719 23302 13715 9587 44153 5912 38241 1067458 56196 1011262 PURCHASED SERVICES 43846597 41638217 2208380 SUPPLIES 10094514 9869461 225053 CLIENT PERSONAL SPENDIN 1144695 1144695 MISCELLANEOUS 656795 264584 392211 205948 26627 179321 113555521 91437701 22117820 0 3305 3305 15208050 12821990 5978310 9074160 322602 279368 19426 228322 21531693 22407145 4206169 4362565 3525715 4076693 7731884 8439258 X 13799809 13967887 13799809 13967887 21531693 22407145 120442 47636 0 X X 0 1 X 1 0 X 25476 25476 100696860 96640458 100128061 99093133 113530045 510088557 100696860 96640458 100128061 99093133 113555521 510114033 0 0 0 510114033 111954 87265 79235 89866 120442 488762 111954 87265 79235 89866 120442 488762 130 30 40 52 252 100808944 96727753 100207336 99183051 113675963 510603047 0.99900 0.99900 0.00100 0.00100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RELATED PARTY PAYABLES 3878951 OPERATING LEASE LIABILITIES 197742 4076693 X 113723599 47636 47636 113675963 0 113675963 113555521 0 113555521 0 113555521 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, 2024. AS OF JUNE 30, 2024, THE ORGANIZATION DID NOT HAVE ANY ACCURED INTEREST OR PENALTIES 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 370186 0 51751 0 1188 0 33026 0 11707 0 467858 0 0 RICHARD VAN DAM MEDICAL DIRECTOR 277132 0 0 0 180 0 28598 0 34204 0 340114 0 0 0 GEORGE KARGAS SPECIALITY CLINIC DIRECTOR 270296 0 0 0 2286 0 27501 0 24889 0 324972 0 0 0 DANA ROYSE CFO 0 243076 0 0 0 270 0 24674 0 21544 0 289564 0 0 DAVID PHELPS CHIEF ADMINISTRATIVE OFFICER 213546 0 0 0 1188 0 21451 0 9371 0 245556 0 0 0 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 151244 0 0 0 774 0 15532 0 19580 0 187130 0 0 0 ADAM WRIGHT FACILITY DIRECTOR 151534 0 0 0 270 0 15450 0 18465 0 185719 0 0 0 CAROLYN DOBBS DIRECTOR OF PHARMACY 143154 0 0 0 414 0 14752 0 11206 0 169526 0 0 0 PART I, LINE 3 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. MICHELE PHELPS FAMILY MEMBER OF KEY EMPLOYEE 98455 EMPLOYMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: DAVID W. PHELPS, CHIEF ADMINISTRATIVE OFFICER (KEY EMPLOYEE) IS MARRIED TO MICHELE R. PHELPS WHO IS THE DIRECTOR OF COMPLIANCE. MICHELE REPORTS TO DELLA TUTTLE WHO DOES NOT REPORT TO ANY OF THE FACILITIES. 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 COMMUNITIES, INC. IS AUDITED AS PART OF THE NEW VISTA OF THE BLUEGRASS, INC. CONSOLIDATED GROUP. NEW VISTA COMMUNITIES, 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 BEHAVIORAL HEALTHCARE INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 452412767 PROVIDES AN ARRAY OF HEALTH AND HUMAN SERVICES KY 501(C)(3) LINE 10 0 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 BLUEGRASSORG INC C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1