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 610723605 NEW VISTA OF THE BLUEGRASS 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 100872358 0 X WWW.NEWVISTA.ORG X 1971 KY TO ASSIST INDIVIDUALS AND FAMILIES IN THE ENHANCEMENT OF THEIR EMOTIONAL, MENTAL AND PHYSICAL WELL-BEING BY PROVIDING MENTAL HEALTH, SUBSTANCE ABUSE AND INTELLECTUAL AND DEVELOPMENTAL DISABILITY SERVICES. 18 18 210 18 0 0 11019769 12490840 73248623 86105652 456925 1363863 456255 884253 85181572 100844608 0 0 0 0 15997920 20778752 0 0 0 63782120 76728960 79780040 97507712 5401532 3336896 58587426 63490607 12064497 13855782 46522929 49634825 X THE MISSION OF NEW VISTA OF THE BLUEGRASS, INC. (NEW VISTA) IS TO ASSIST INDIVIDUALS AND FAMILIES IN THE ENHANCEMENT OF THEIR EMOTIONAL, MENTAL AND PHYSICAL WELL-BEING BY PROVIDING MENTAL HEALTH, SUBSTANCE ABUSE, AND INTELLECTUAL AND DEVELOPMENTAL DISABILITY SERVICES. WE RECOGNIZE OUR RESPONSIBILITY TO SERVE THOSE WHO HAVE LIMITED OPTIONS FOR MEETING THEIR NEEDS, WE PLAN WITH 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 35328583 36848668 MENTAL HEALTH (ADULT):NEW VISTA OF THE BLUEGRASS, INC. IS A CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC) PROVIDING A WIDE RANGE OF ADULT MENTAL HEALTH SERVICES INCLUDING, CARE COORDINATION, OUTPATIENT THERAPY, CASE MANAGEMENT, HOUSING SUPPORT, ASSERTIVE COMMUNITY TREATMENT (ACT), PSYCHIATRIC SERVICES, CRISIS SERVICES, SUPPORTED EMPLOYMENT, THERAPEUTIC REHABILITATION PROGRAM (TRP), AND JAIL TRIAGE. TO MAXIMIZE ACCESS AS WELL AS BETTER SERVE THE HOMELESS POPULATION IN LEXINGTON, NEW VISTA OF THE BLUEGRASS, INC. HAS DEVELOPED A PEER OPERATED DROP-IN CENTER AND COMMUNITY SHOWER IN DOWNTOWN LEXINGTON AND RICHMOND. THIS COMPLEMENTS THE PERMANENT SUPPORTIVE HOUSING THROUGH THE LEXINGTON AND BALANCE OF STATE HOMELESS CONTINUUMS OF CARE LOCATED IN FAYETTE, MADISON, ESTILL, POWELL AND CLARK COUNTIES. INTEGRATING TREATMENT, NEW VISTA OF THE BLUEGRASS, INC. HAS PRIMARY CARE THAT IS EMBEDDED IN PROGRAMMING IN ORDER TO SERVE THE WHOLE PERSON AND MEET MEDICAL NEEDS WITHIN THE SAME CLINIC SETTING. CARE COORDINATION WORKS CLOSELY WITH PRIMARY CARE SERVICES TO CONNECT INDIVIDUALS WITH MEDICAL, PSYCHIATRIC, CLINICAL AND SOCIAL DETERMINANT OF HEALTH RESOURCES. ADDITIONALLY, INDIVIDUAL PLACEMENT AND SUPPORT (IPS) SUPPORTIVE EMPLOYMENT IS ALSO EMBEDDED IN PROGRAMMING SERVING INDIVIDUALS WITH SERIOUS MENTAL ILLNESS (SMI) SUCH AS ACT AND TRP PROGRAMMING TO PROVIDE MORE INTENSIVE SUPPORT FOR THOSE WITH A SMI. NEW VISTA OF THE BLUEGRASS, INC. PROVIDES A 24/7 MOBILE CRISIS RESPONSE TO SERVE THE 17-COUNTY REGION OF CENTRAL KENTUCKY VIA TELEHEALTH OR IN-PERSON IN THE COMMUNITY. PROVIDING INVOLUNTARY PSYCHIATRIC HOSPITALIZATION ASSESSMENTS, QUALIFIED MENTAL HEALTH PROFESSIONALS ASSESS NEEDS, LINK TO RESOURCES AND WORK COLLABORATIVELY WITH MOBILE CRISIS AND THE LOCAL OUTPATIENT OFFICE TO ADDRESS ISSUES IN THE COMMUNITY AND FACILITATE HOSPITALIZATION WHEN NECESSARY. EVIDENCE-BASED PRACTICES UTILIZED BY NEW VISTA OF THE BLUEGRASS, INC. INCLUDE DIALECTICAL BEHAVIOR THERAPY, COGNITIVE BEHAVIORAL THERAPY, MULTIDIMENSIONAL FAMILY THERAPY, ASSESSING AND MANAGING SUICIDE RISK, INTEGRATED TREATMENT FOR CO-OCCURRING DISORDERS, INTEGRATED DUAL DISORDER TREATMENT, FAMILY PSYCHOEDUCATION, MEDICATION MANAGEMENT, NURTURING PARENTING PROGRAMS, MOTIVATIONAL INTERVIEWING, ASSERTIVE COMMUNITY TREATMENT, PERMANENT SUPPORTIVE HOUSING, INDIVIDUALIZED PLACEMENT AND SUPPORT EMPLOYMENT, PERSON CENTERED PLANNING, ILLNESS MANAGEMENT AND RECOVERY AS WELL AS PARTNERS FOR CHANGE OUTCOMES MANAGEMENT SYSTEM (PCOMS). COMPREHENSIVE TRAININGS HAVE BEEN DEVELOPED AND IMPLEMENTED TO SUPPORT EACH OF THESE INITIATIVES. THE ORIENTATION TRAINING PROGRAM INCLUDES A COMPREHENSIVE PACKAGE OF TRAINING DESIGNED TO ENHANCE STAFF COMPETENCIES IN ALL ASPECTS OF THEIR JOB INCLUDING DELIVERY OF EVIDENCE BASE PRACTICES.MENTAL HEALTH (CHILDREN):NEW VISTA OF THE BLUEGRASS, INC. IS A CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC) PROVIDING A WIDE RANGE OF SERVICES TO CHILDREN, ADOLESCENTS AND FAMILIES THROUGHOUT THE REGION IN THE FORM OF CLINICAL OUTPATIENT, CASE MANAGEMENT AND PRESCRIBER SERVICES. NEW VISTA OF THE BLUEGRASS, INC. ALSO HAS SCHOOL-BASED SERVICES WHICH INCLUDE CLINICAL SUPPORTS, GROUPS AND PSYCHOEDUCATION TO STUDENTS AS WELL AS TRAINING OPPORTUNITIES FOR SCHOOL STAFF.FOR CHILDREN AND ADOLESCENTS IN CRISIS, NEW VISTA OF THE BLUEGRASS, INC. PROVIDES A 24/7 RESPONSE, MEETING THE INDIVIDUAL IN THE COMMUNITY, SCHOOL AND VIA TELEHEALTH. CHILDREN AND FAMILIES UTILIZE THIS SERVICE TO PREVENT, DIVERT OR STEP DOWN FROM HOSPITALIZATION. THROUGH A GRANT FUNDED PROGRAM IN COLLABORATION WITH THE KENTUCKY DEPARTMENT OF COMMUNITY BASED SERVICES (DCBS), NEW VISTA OF THE BLUEGRASS, INC. OPERATES A SOBRIETY TREATMENT AND RECOVERY TEAM THAT PROVIDES SERVICE COORDINATION TO DCBS FAMILIES AFFECTED BY SUBSTANCE MISUSE TO HELP DETERMINE SERVICE NEEDS AND LINK TO RESOURCES. FURTHER, NEW VISTA OF THE BLUEGRASS, INC. WORKS WITH DCBS AND COMPLETES CHILD AND ADOLESCENT NEEDS AND STRENGTHS (CANS) ASSESSMENTS ON DCBS-REFERRED CHILDREN TO HELP IDENTIFY NEEDED SERVICES. TARGETING TRANSITION AGE YOUTH, NEW VISTA RECEIVED GRANT FUNDING TO PROVIDE CARE COORDINATION SPECIALIZED TO INDIVIDUALS 14 TO 26 YEARS OLD. ADDITIONALLY, A GRANT POSITION WAS DEVELOPED TO INCLUDE A CLINICIAN EDUCATOR WHO ACTS AS A RESOURCE FOR BEST PRACTICES FOR CHILDREN, ADOLESCENTS AND FAMILIES AS WELL AS DEVELOP ADOLESCENT SUBSTANCE USE TREATMENT GROUP PROGRAMMING. NEW VISTA OF THE BLUEGRASS, INC. SUPPORTS FAMILIES THROUGH HIGH FIDELITY WRAPAROUND, WHICH PROVIDES INTENSIVE SUPPORTS AND REFERRALS TO FAMILIES WITH CHILDREN WITH MORE INTENSIVE MENTAL HEALTH NEEDS. YOUTH AND FAMILY PEER SUPPORT SPECIALISTS ARE ALSO AVAILABLE AND WORK WITH CHILDREN, ADOLESCENTS, FAMILIES AND DCBS TO CONNECT AS SOMEONE WITH LIVED EXPERIENCE. THE EARLY CHILDHOOD MENTAL HEALTH SPECIALIST AND EARLY CHILDHOOD CONSULTANT PROVIDE TRAINING, CONSULTATION, AND/OR TREATMENT TO CHILDREN BIRTH TO 5, FAMILIES IMPACTED BY SUBSTANCE USE AND EXPOSURE AS WELL AS PREGNANT AND PARENTING YOUTH AT RISK FOR SUBSTANCE USE DISORDER.NEW VISTA OF THE BLUEGRASS, INC. IMPLEMENTS FIRST EPISODE PSYCHOSIS (IHOPE) PROGRAMMING. STAFF PROVIDE AN ARRAY OF SERVICES TO INDIVIDUALS WHO ARE IDENTIFIED AS AT-RISK FOR OR CURRENTLY EXPERIENCING PSYCHOSIS, MANY OF WHOM ARE IN THEIR TEENS OR TRANSITION AGED YOUTH.NEW VISTA OF THE BLUEGRASS, INC. PROVIDE TRAUMA-INFORMED CARE TRAININGS FOR STAFF, SCHOOLS AND OTHER COMMUNITY PARTNERS TO INCREASE EDUCATION AND AWARENESS. ALL CLINICIANS ARE TRAINED IN TRAUMA FOCUSED COGNITIVE BEHAVIORAL THERAPY AS PART OF THEIR ONBOARDING TO PROVIDE IMPORTANT TOOLS UTILIZED FOR CHILDREN WHO HAVE EXPERIENCED TRAUMA. 34840727 36018416 IDD SERVICES:NEW VISTA OF THE BLUEGRASS, INC. SERVES AS THE PRIMARY ASSESSMENT ENTITY FOR ALL INDIVIDUALS SEEKING THE MICHELLE P. WAIVER, A MEDICAID FUNDED PROGRAM, WITHIN OUR REGION. THIS SYSTEM INCLUDES ALL INITIAL ASSESSMENTS, AS WELL AS ANNUAL RE-CERTIFICATIONS FOR CONTINUED SERVICES. NEW VISTA OF THE BLUEGRASS, INC. CONTINUES TO PROVIDE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES MEDICAID WAIVER CASE MANAGEMENT TO INDIVIDUALS ACCESSING TRADITIONAL SERVICES, AND SUPPORT BROKERAGE TO INDIVIDUALS WHO RECEIVE PARTICIPANT DIRECTED SERVICES. THE MEDICAID WAIVERS INCLUDE SUPPORTS FOR COMMUNITY LIVING, MICHELLE P, ACQUIRED BRAIN INJURY AND ACQUIRED BRAIN INJURY - LONG TERM CARE. NEW VISTA OF THE BLUEGRASS, INC. IDD SERVICES CONTINUE TO FOCUS ON THE NEEDS OF INDIVIDUALS WITH CO-OCCURRING BEHAVIORAL HEALTH NEEDS. NEW VISTA OF THE BLUEGRASS, INC. HAS A 24-HOUR, 7 DAY A WEEK CRISIS RESPONSE SYSTEM THAT ASSISTS INDIVIDUALS WITH RECEIVING SUPPORT IN THE LEAST RESTRICTIVE ENVIRONMENT AND PREVENTING IN-PATIENT HOSPITALIZATION. NEW VISTA OF THE BLUEGRASS, INC. IDD SERVICES ALSO PROVIDES EVALUATORS TO RESPOND TO ALL 202B PETITIONS FOR INVOLUNTARY ADMISSION TO AN INTERMEDIATE CARE FACILITY THAT ARE PRESENTED IN THE NEW VISTA OF THE BLUEGRASS, INC. REGION. NEW VISTA OF THE BLUEGRASS, INC. ALSO CONTINUES TO PROVIDE INITIAL EVALUATION AND PRIMARY SERVICE COORDINATION UNDER THE POINT OF ENTRY FOR THE FIRST STEPS PROGRAM. THIS PROGRAM SERVES CHILDREN BIRTH TO 3 YEARS OF AGE, WHO ARE AT RISK OF DISABILITY, OR HAVE A DISABILITY.NEW VISTA OF THE BLUEGRASS, INC. PROVIDES AN ARRAY OF SERVICES TO INDIVIDUALS WITH IDD THROUGH THE COMMUNITY MENTAL HEALTH CENTER CONTRACT. THESE SERVICES INCLUDE: ACCESS AND REFERRAL, CASE MANAGEMENT, SUBCONTRACTED SERVICES TO INDIVIDUALS WHO ARE ON WAIT LISTS FOR MEDICAID WAIVERS, SPECIALIZED SERVICES COORDINATION IN NURSING FACILITIES THROUGH PASRR; AND FINANCIAL AND TECHNICAL SUPPORT TO AFFILIATE PROVIDERS OF IDD SERVICES WITHIN THE REGION. THE SUPPORT PROVIDED TO AFFILIATES ASSISTS WITH INCREASING THE AVAILABILITY OF SERVICES THROUGHOUT THE REGION. 12418305 12952628 SUBSTANCE USE DISORDER SERVICES:NEW VISTA OF THE BLUEGRASS, INC. IS A CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC) PROVIDING A BROAD CONTINUUM OF SUBSTANCE USE DISORDER (SUD) SERVICES FOR ADOLESCENTS AND ADULTS INCLUDING EDUCATION AND PREVENTION, CASE MANAGEMENT, PEER SUPPORT, INTENSIVE OUTPATIENT, OUTPATIENT THERAPY, MEDICATIONS FOR OPIOID USE DISORDER (MOUD) TREATMENT AND 28-DAY RESIDENTIAL TREATMENT FOR MEN AND WOMEN. NEW VISTA OF THE BLUEGRASS, INC. RUNS A LICENSED OPIOID TREATMENT PROGRAM (OTP) AND PROVIDES METHADONE, SUBOXONE, BUPRENORPHINE AND NALTREXONE MOUDS. IN SEVERAL COUNTIES, NEW VISTA OF THE BLUEGRASS, INC. OPERATES QUICK RESPONSE TEAMS (QRTS) THAT RESPOND IMMEDIATELY FOLLOWING A NON-FATAL OVERDOSE.INTEGRATING TREATMENT, NEW VISTA OF THE BLUEGRASS, INC. HAS PRIMARY CARE AVAILABLE FOR WHOLE PERSON CARE WITHIN THE CLINIC SETTING. CARE COORDINATION WORKS CLOSELY WITH PRIMARY CARE SERVICES TO CONNECT INDIVIDUALS WITH MEDICAL, PSYCHIATRIC, CLINICAL AND SOCIAL DETERMINANT OF HEALTH RESOURCES. INDIVIDUAL PLACEMENT AND SUPPORT (IPS) SUPPORTIVE EMPLOYMENT IS ALSO EMBEDDED IN SUD PROGRAMMING TO PROVIDE MORE INTENSIVE SUPPORT FOR THOSE WITH A MODERATE OR SEVERE SUD. SIMILARLY, THROUGH UTILIZATION OF THE DROP-IN CENTERS IN FAYETTE OR MADISON COUNTY, INDIVIDUALS CAN ACCESS BASIC NEEDS AND HOUSING SERVICES THAT CAN LINK TO SUPPORTS, VOUCHERS AND/OR AFFORDABLE HOUSING. OUTPATIENT SUD SERVICES SERVE CLIENTS OF ALL AGES WITH A PRIMARY DIAGNOSIS OF SUD. THE BLUEGRASS REGIONAL PREVENTION CENTER (RPC) CONTINUES TO PROVIDE TRAINING AND RESOURCES ON UNDERAGE DRINKING, NEONATAL ABSTINENCE SYNDROME AND FETAL ALCOHOL SPECTRUM DISORDERS. NEW VISTA OF THE BLUEGRASS, INC. CONTINUES TO WORK CLOSELY WITH THE KENTUCKY DEPARTMENT OF CORRECTIONS AS WELL AS KENTUCKY DRUG COURT AND THE U.S. PROBATION OFFICE TO PROVIDE TREATMENT SERVICES FOR ADULTS WITH SUBSTANCE USE DISORDERS THROUGHOUT OUR REGION. EVIDENCE-BASED PRACTICES UTILIZED BY NEW VISTA OF THE BLUEGRASS, INC. INCLUDE DIALECTICAL BEHAVIOR THERAPY, COGNITIVE BEHAVIORAL THERAPY, MULTIDIMENSIONAL FAMILY THERAPY, ASSESSING AND MANAGING SUICIDE RISK, INTEGRATED TREATMENT FOR CO-OCCURRING DISORDERS, INTEGRATED DUAL DISORDER TREATMENT, FAMILY PSYCHOEDUCATION, MEDICATION MANAGEMENT, NURTURING PARENTING PROGRAMS, MOTIVATIONAL INTERVIEWING, PERMANENT SUPPORTIVE HOUSING, INDIVIDUALIZED PLACEMENT AND SUPPORT EMPLOYMENT, PERSON CENTERED PLANNING, SEEKING SAFETY, MATRIX MODEL, CONTINGENCY MANAGEMENT AS WELL AS PARTNERS FOR CHANGE OUTCOMES MANAGEMENT SYSTEM (PCOMS). COMPREHENSIVE TRAININGS HAVE BEEN DEVELOPED AND IMPLEMENTED TO SUPPORT EACH OF THESE INITIATIVES. THE ORIENTATION TRAINING PROGRAM INCLUDES A COMPREHENSIVE PACKAGE OF TRAINING DESIGNED TO ENHANCE STAFF COMPETENCIES IN ALL ASPECTS OF THEIR JOB INCLUDING DELIVERY OF EVIDENCE-BASED PRACTICES. 417154 435103 PRIMARY CARE:NEW VISTA OF THE BLUEGRASS, INC. IS A CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC) PROVIDING PRIMARY CARE TO SERVE THE REGION, BUT PHYSICALLY LOCATED IN ALL 4 OF NEW VISTA'S ANCHOR SITES (FAYETTE, MADISON, SCOTT AND BOYLE COUNTIES). TELEMEDICAL EQUIPMENT IS UTILIZED TO INCREASE THE REACH OF PRIMARY CARE SERVICES. RECOGNIZING THE COMPLEX BEHAVIORAL HEALTH AND PHYSICAL HEALTH NEEDS OF INDIVIDUALS SERVED, NEW VISTA OF THE BLUEGRASS, INC. PROVIDES INTEGRATED CARE TO TARGE THOSE MOST IN NEED OF CARE. PRIMARY CARE SERVICES ARE OFFERED TO ANYONE WITHOUT A CURRENT PRIMARY CARE PHYSICIAN. FOR CLIENTS WHO ENGAGE IN PRIMARY CARE, NEW VISTA OF THE BLUEGRASS, INC. OFFERS PREVENTATIVE CARE, BIOMETRIC SCREENING AND PHYSICAL HEALTH ASSESSMENTS. IN ADDITION TO PROVIDING DIAGNOSTIC ASSESSMENTS, TREATMENTS, AND REFERRALS, PRIMARY CARE PROVIDERS ARE IMPLEMENTING HEALTH SCREENING AND MONITORING FOR ALL CLIENTS IN ALIGNMENT WITH THE WHOLE PERSON HEALTH PHILOSOPHY OF CCBHC. CARE COORDINATION WORKS CLOSELY WITH PRIMARY CARE SERVICES TO CONNECT INDIVIDUALS WITH MEDICAL, PSYCHIATRIC, CLINICAL AND SOCIAL DETERMINANT OF HEALTH RESOURCES. 417154 435103 83004769 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 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 1 1 1 1 0 0 1 171 0 1 210 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 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 STEVE FISHER BOARD DIRECTOR 0.80 X 0 0 0 JOCK CONLEY 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 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 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 SANNIE OVERLY SECRETARY 0.80 X X 0 0 0 HAROLD MCKINNEY CHAIRMAN 0.80 X X 0 0 0 MIKE DENNEY BOARD DIRECTOR 0.80 X 0 0 0 TRACI BROWN BOARD DIRECTOR 0.80 X 0 0 0 DANA R ROYSE CFO 24.00 16.00 X 209350 0 30134 DEE WERLINE PRESIDENT/CEO 24.00 16.00 X 384303 0 40902 SYED RIZVI PSYCHIATRIST 40.00 X 257630 0 43983 DAVID HUDSON CHIEF MEDICAL OFFICER 40.00 X 280555 0 46429 NAEEM AKHTAR PSYCHIATRIST 40.00 X 253251 0 58954 RIZWAN ALI PSYCHIATRIST 40.00 X 285349 0 62383 TERESA OROPILLA-KIEFER PSYCHIATRIST 40.00 X 270617 0 34249 1941055 0 317034 15 0 1 0 EMPLOYMENT SOLUTIONS 1084 WHIPPLE COURT LEXINGTON KY 40511 CLIENT SERVICES 505669 ADP LLC PO BOX 842875 BOSTON MA 022842875 PAYROLL SERVICES 223837 JACKSON KELLY PLLC PO BOX 2150 LEXINGTON KY 405882150 LEGAL SERVICES 206158 DEMING MALONE LIVESAY & OSTROFF 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 40222 AUDIT/TAX PREPARATION SERVICES 205754 4 12489915 925 12490840 PATIENT SERVICE REVENUE 623990 63069474 63069474 STATE CONTRACT REVENUE 623990 14440211 14440211 CONSULTATION INCOME 623990 7947610 7947610 PATIENT PAYEE INCOME 623990 583522 583522 PATIENT RENTAL INCOME 624100 64835 64835 86105652 1287413 1287413 148195 0 148195 148195 148195 104200 27750 76450 76450 76450 MISCELLANEOUS INCOME 900099 586895 586895 HUD MANAGEMENT 900099 149163 149163 736058 100844608 86254815 0 2098953 690057 690057 11830157 9220382 2609775 4388166 3296687 1091479 3026510 2355600 670910 843862 631427 212435 60981 11354 49627 97470 97470 544941 390943 153998 342053 243533 98520 2907909 2304425 603484 912208 836673 75535 139690 95598 44092 257964 123681 134283 1604315 1604315 850994 606878 244116 591299 411726 179573 PURCHASED SERVICES 36593160 30665458 5927702 CONSUMER DIRECTED OPTIO 26125146 26125146 MISCELLANEOUS 2171835 682453 1489382 BAD DEBT EXPENSE 1507838 1507838 2021157 1890652 130505 97507712 83004769 14502943 0 6759 6913 22680862 25046137 7488252 8487865 1492322 1495540 32413144 20918563 11116450 11494581 15802781 16959571 58587426 63490607 6874149 6743010 672351 905851 4517997 6206921 12064497 13855782 X 46522929 49634825 46522929 49634825 58587426 63490607 3336896 -225000 0 X X 0 1 X 1 1 1 X 5772965 6774996 12046741 11019769 12490840 48105311 65970445 68967890 69513724 73403797 86254815 364110671 71743410 75742886 81560465 84423566 98745655 412215982 0 0 0 412215982 776776 1010654 858934 456925 1287413 4390702 776776 1010654 858934 456925 1287413 4390702 55553 133346 130841 156050 586895 1062685 72575739 76886886 82550240 85036541 100619963 417669369 0.98690 0.98820 0.01050 0.01080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2923637 2923637 20344888 12106500 8238388 700370 696532 3838 8444249 8115531 328718 11494581 RELATED PARTY RECEIVABLES 16222687 INTEREST RECEIVABLE 63768 OPERATING LEASE 673116 16959571 RELATED PARTY PAYABLES 3143850 DISTRIBUTION PAYABLE - OTHER BOARDS 2389955 LEASE LIABILITY 673116 6206921 X 100769049 -225000 149441 -75559 100844608 0 100844608 97657153 149441 149441 97507712 0 97507712 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. X X X X X X 0 0 0 0 0 0 0 0 0 DEE WERLINE PRESIDENT/CEO 331778 0 51751 0 774 0 31025 0 9877 0 425205 0 0 0 RIZWAN ALI PSYCHIATRIST 284575 0 0 0 774 0 29585 0 32798 0 347732 0 0 0 DAVID HUDSON CHIEF MEDICAL OFFICER 280285 0 0 0 270 0 28540 0 17889 0 326984 0 0 0 NAEEM AKHTAR PSYCHIATRIST 250965 0 0 0 2286 0 26205 0 32749 0 312205 0 0 0 TERESA OROPILLA-KIEFER PSYCHIATRIST 269429 0 0 0 1188 0 27158 0 7091 0 304866 0 0 0 SYED RIZVI PSYCHIATRIST 256856 0 0 0 774 0 26179 0 17804 0 301613 0 0 0 DANA R ROYSE CFO 209080 0 0 0 270 0 21163 0 8971 0 239484 0 0 0 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 AND 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 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 BOTH THE COMMONWEALTH OF KENTUCKY AS REQUIRED BY CONTRACT AND TO THE FEDERAL CLEARINGHOUSE AS REQUIRED. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE LOCATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. NEW VISTA OF THE BLUEGRASS, INC. IS AUDITED AS PART OF THE NEW VISTA OF THE BLUEGRASS, INC. CONSOLIDATED GROUP. NEW VISTA OF THE BLUEGRASS, 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. NEW VISTA REAL ESTATE HOLDINGS LLC 1351 NEWTOWN PIKE LEXINGTON KY 40511 833321407 HOLDS PROPERTY OF NEW VISTA OF THE BLUEGRASS, INC. KY 0 11494581 NEW VISTA OF THE BLUEGRASS INC AQUEDUCT PLACE INC 1351 NEWTOWN PIKE 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 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 LEXINGTON KY 40511 311498544 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 NEW VISTA COMMUNITIES INC 1351 NEWTOWN PIKE 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 REGIONAL INDUSTRIES INC 1351 NEWTOWN PIKE LEXINGTON KY 40511 262709818 OPERATES A VOCATIONAL REHABILITATION PROGRAM FOR ADULTS WITH DISABILITIES KY 501(C)(3) LINE 10 0 BLUEGRASS VILLAGE INC 1351 NEWTOWN PIKE 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 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 LEXINGTON KY 40511 611384219 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 CHRISTIAN CARE CAMPBELLSVILLE II INC 1351 NEWTOWN PIKE LEXINGTON KY 40511 205236196 PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES KY 501(C)(3) LINE 10 0 CHRISTIAN CARE CAMPBELLSVILLE INC 1351 NEWTOWN PIKE 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 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 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 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 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 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 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 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 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 LEXINGTON KY 40511 452520786 PROVIDE MENTAL HEALTH, SUBSTANCE ABUSE, AND DISABILITY SERVICES KY 501(C)(3) LINE 10 0 NEW VISTA BEHAVORIAL HEALTHCARE INC 1351 NEWTOWN PIKE LEXINGTON KY 40511 452412767 PROVIDE AN ARRAY OF HEALTH AND HUMAN SERVICES KY 501(C)(3) LINE 10 0 BLUEGRASS STEEPLECHASE ESTATES INC 1351 NEWTOWN PIKE 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 LEXINGTON KY 40511 833101552 TO CARRY OUT THE FUNCTIONS AND PURPOSES OF NEW VISTA OF THE BLUEGRASS, INC. 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