NEW VISTA COMMUNITIES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEW VISTA COMMUNITIES INC (EIN 20-5452909)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-13
- IRS object ID
- 202333179349300723
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T07:39:30-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE ROAD SUITE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205452909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW VISTA COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWV | BusinessNameControlTxt |
| Phone | 8592531686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEE WERLINE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8592531686 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEE | PersonFirstNm |
| Person Last | WERLINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH K ANTLE | PreparerPersonNm |
| PTIN | P01391676 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEE WERLINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,183,051 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWVISTA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | MANAGEMENT OF INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 660 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $100,128,061 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $99,093,133 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $89,866 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40 | PYOtherRevenueAmt |
| CY Other Revenue | $52 | CYOtherRevenueAmt |
| PY Total Revenue | $100,207,336 | PYTotalRevenueAmt |
| CY Total Revenue | $99,183,051 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,472,901 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,044,612 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,655,160 | PYOtherExpensesAmt |
| CY Other Expenses | $62,048,521 | CYOtherExpensesAmt |
| PY Total Expenses | $100,128,061 | PYTotalExpensesAmt |
| CY Total Expenses | $99,093,133 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $79,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $89,918 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,848,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,531,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,968,332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,731,884 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,879,891 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,799,809 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,588,717 | ExpenseAmt |
| Revenue | $48,936,641 | RevenueAmt |
| Desc | MANAGEMENT OF OAKWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- OAKWOOD CELEBRATED ITS 50TH ANNIVERSARY ON SEPTEMBER 29, 2022. TO COMMEMORATE THE EVENT, OAKWOOD OFFERED A PHOTO BOOTH, DJ MUSIC, BALLOON SCULPTING, GAMES, TIME CAPSULE DISPLAY, OAKWOOD HISTORY SLIDESHOW, T-SHIRTS FOR ALL CLIENTS AND STAFF, PRIZE DRAWINGS AND LUNCH WAS SERVED. PERSONNEL FROM THE CABINET FOR HEALTH AND FAMILY SERVICES, DIVISION OF DEVELOPMENTAL AND INTELLECTUAL DISABILITIES, CLIENT PARENTS AND GUARDIANS, AND LOCAL DIGNITARIES WERE INVITED TO ATTEND.- THE QUALIFIED INTELLECTUAL DISABILITY PROFESSIONAL (QIDP) AND SOCIAL SUPPORT COORDINATOR (SSC) DEPARTMENT INCREASED POSITIONS FROM FIVE TO SEVEN STAFF IN JANUARY 2023. - THE SOCIAL SUPPORT COORDINATORS BEGAN AN ENRICHMENT CENTER COMMUNITY LIVING CLASSROOM. THE CLASSROOM OPENED ON JANUARY 19, 2023, SERVING 22 OAKWOOD INDIVIDUALS.- PURCHASED IPADS WHICH ARE USED FOR NEW EMPLOYEE ORIENTATION AND FACILITY TRAINING.- REPLACED OVER 30 OUTDATED LAPTOPS WITH NEW ONES.- REPLACED ALL 28 DESKTOP COMPUTERS USED BY NURSING.- INSTALLED 2 VIDEO CONFERENCING SYSTEMS THAT WILL BE USED BY THE IDT FOR HYBRID MEETINGS WITH THE PARENTS/GUARDIANS.- INCREASED INTERNET SPEED 5X FOR WEB-BASED PATIENT CARE APPLICATIONS AND EMR ACCESS.- PURCHASED NEW NETWORK SWITCHES FOR EACH BUILDING.- OAKWOOD'S READERS TO LEADERS WERE RECOGNIZED BY THE CHAMBER ON APRIL 4, 2023, AND MET WITH MR. TODD, COUNTY JUDGE EXECUTIVE, TO MAP OUT THE READERS TO LEADERS TRAIL AT PULASKI COUNTY PARK. - TIE DYE T-SHIRTS FOR DISABILITY PRIDE MONTH WERE MADE.- RIGHTS REDUCTION PROJECT REVIEWED EACH INDIVIDUAL'S RIGHTS RESTRICTIONS. OVER 100 RIGHTS RESTRICTIONS WERE RESTORED THROUGH THE PROCESS.- DDID REQUESTED A COPY OF OAKWOOD'S AUDIT FORM TO IMPLEMENT AT OTHER ICF LOCATIONS.- EXPRESSIONS TEA AND GIFTS (OAKWOOD'S OFF CAMPUS GIFT SHOP) RE-OPENED ON MAY 1, 2023. - OAKWOOD'S CAFETERIA RE-OPENED ON MAY 15, 2023.- GARDEN CENTER REOPENED TO THE PUBLIC IN APRIL 2023.- EXPANDED ENRICHMENT CENTER OFFERINGS.- RESUMED SPECIAL OLYMPICS WITH NINE ATHLETES COMPETING IN THE TRACK AND FIELD COMPETITION AT SOUTHWESTERN HIGH SCHOOL.- REOPENED THE SWIMMING POOL.- EKU CLINICAL PSYCHOLOGY DOCTORAL STUDENT STARTED YEARLONG PRACTICUM DURING AUGUST 2023.- FACILITATED A TRAUMA INFORMED CARE SURVEY RELATED TO SECONDARY TRAUMATIC STRESS IN PARTNERSHIP WITH NEW VISTA TRAUMA INFORMED CARE (TIC) TEAM AND THE UNIVERSITY OF KENTUCKY CENTER FOR TRAUMA AND CHILDREN.- DEVELOPED AN OAKWOOD TRAUMA INFORMED CARE (TIC) TEAM IN JULY 2023. THE FIRST MEETING TO REVIEW TIC SURVEY RESULTS AND SET GOALS FOR THE FACILITY OCCURRED ON AUGUST 21, 2023. - TWO BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF RECEIVED CERTIFICATION AS SAFETY CARE INSTRUCTORS.- THREE BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF RECEIVED ADDITIONAL TRAINING ON FACILITATING TRAUMA INFORMED CARE EDUCATION FOR RESIDENTIAL STAFF.- REINITIATED COMPREHENSIVE AUTISM ASSESSMENTS FOR CHILDREN THROUGH ADULTS IN THE OUTPATIENT SPECIALTY CLINIC.- RESUMED RESIDENTIAL SKILLS SYSTEM GROUP, COPING SKILLS BEHAVIORAL HEALTH THERAPY GROUP.- DIRECTOR AND ASSISTANT DIRECTOR OF BEHAVIOR AND PSYCHOLOGY SERVICES BEGAN PARTICIPATING IN A MONTHLY COLLABORATIVE MEETING WITH CLINICAL AND ADMINISTRATIVE STAFF FROM THE STATE PSYCHIATRIC HOSPITALS, STATE INTERMEDIATE CARE FACILITIES, AND THE DIVISION OF INTELLECTUAL AND DEVELOPMENTAL DISABILITIES RELATED TO SYSTEMS OF CARE DELIVERY SERVICES. - DIRECTOR OF BEHAVIOR AND PSYCHOLOGY SERVICES BEGAN PARTICIPATION IN THE PULASKI COUNTY ROUNDTABLE EXTENDED FROM THE KENTUCKY JUDICIAL COMMISSION ON MENTAL HEALTH SUMMIT.- DOCTORATE LEVEL CLINICIAN IN THE BEHAVIOR/PSYCHOLOGY DEPARTMENT EARNED INDEPENDENT LICENSURE AS A PSYCHOLOGIST AND HEALTH SERVICES PROVIDER CERTIFICATION.- A NEW LICENSED PROFESSIONAL COUNSELOR BEGAN EMPLOYMENT IN THE BEHAVIOR/PSYCHOLOGY DEPARTMENT.- A BEHAVIOR TECHNICIAN EARNED CERTIFICATION AS A REGISTERED BEHAVIOR TECHNICIAN.- THE BEHAVIOR/PSYCHOLOGY DEPARTMENT IMPLEMENTED A COMPREHENSIVE PERFORMANCE IMPROVEMENT PROJECT ON PEER-TO-PEER AGGRESSION REDUCTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,885,999 | ExpenseAmt |
| Revenue | $39,168,367 | RevenueAmt |
| Desc | MANAGEMENT OF HAZELWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- HIRED A MEDICAL DIRECTOR AFTER PREVIOUS ONE RETIRED. - CREATED A NEW ICF COMPENSATION STRUCTURE WITH INCREASES FOR EMPLOYEES.- LOWER VACANCIES RATES FOR DSPS. HAZELWOOD WENT FROM 30.93% IN OCTOBER TO 11.86% AT THE END OF MARCH. - IN JANUARY 2023, RESPIRATORY INITIATED A MONTHLY PERFORMANCE IMPROVEMENT MEETING, THE MINUTES OF WHICH ARE PLACED IN THE SAP MINUTES FILE ON THE P DRIVE.- INSTALLED A 96TB NETWORK ATTACHED STORAGE ARRAY FOR SERVER BACKUPS. - INSTALLED CAMERAS IN THE LEE ENRICHMENT CENTER.- INSTALLED A 1500VA RACKMOUNT UPS FOR THE BLADE SERVER. - LICENSE AND SUPPORT RENEWALS FOR HAZELWOOD SERVER, BINGHAM NVR/CAMERAS, GROUP HOME NVR, AND SERVER BACKUP SOFTWARE.- INTERCOM SYSTEMS HAVE BEEN REPAIRED AND ARE FUNCTIONING PROPERLY.- RESIDENT PROJECTS INCLUDING CHARLIE'S CHARMS, KATRINA'S PUPPY LOVE DRIVE, PAUL'S BOOK SALE, AND JOSIE'S SWEET TREATS HAVE RAISED MONEY FOR THE CRUSADE FOR CHILDREN AND HUMANE SOCIETY. THE RESIDENTS AND STAFF ARE LEARNING TO SUBLIMATE ITEMS AND WILL SOON LEARN TO USE A LASER CUTTING MACHINE TO EXPAND THEIR PRODUCT POSSIBILITIES.- THERAPY STAFF CONTINUE TO FACILITATE THE FOLLOWING CLUBS: YOGA, BOOK CLUB, AND JOYFUL NOISE MUSIC CLUB.- RESIDENTS FROM EACH HOME PARTICIPATE MONTHLY IN THE RESIDENT COUNCIL.- RESIDENTS HAD A ST. PATRICK'S DAY PARADE AT EACH HOME.- PERFORMING ARTS SHOWCASE WITH RESIDENTS AT EACH HOME IN OCTOBER 2022. - BOARD OF HEALTH INSPECTION WAS COMPLETED ON 11/03/22 IN THE DIETARY DEPARTMENT WITH PASSING SCORES OF 99% IN FOOD SERVICE AND 100% IN RETAIL (CAF).- BOARD OF HEALTH INSPECTION (ROUTINE) FOR THE DIETARY DEPARTMENT WAS COMPLETED ON 6/22/23 SCORED 99%.- ECO SURE AUDIT (THIRD PARTY AUDITOR) WAS COMPLETED ON 2/17/23 WITH A PASSING SCORE OF 100% IN HEALTH AND PHYSICAL SAFETY AND 99% IN FOOD SAFETY.- REACH-IN FREEZER FOR THE DIETARY DEPARTMENT WAS PURCHASED, RECEIVED, AND INSTALLED. IT REPLACED THE UNREPAIRABLE FREESTANDING REACH-IN FREEZER.- CAFE RESUMED FULL-TIME OPERATING HOURS OF 10AM-4PM ON 3/6/23.- IMPROVED WORK SATISFACTION BY PROVIDING RAISES FOR NURSES TO MATCH MARKET VALUE IN THE AREA.- FILLED KEY NURSING POSITIONS (NURSE CASE MANAGER, 4 RNS).- COMPLETED SAMS/LEARNING OBJECTIVES AUDIT FOR ALL CLIENTS WITH FOLLOW UP TO FIX ANY ISSUES.- MEDITECH CLOUD MIGRATION TESTING-COMPLIANCE RN COMPLETED TESTING AND COMMUNICATED THESE TO FRANKFURT.- INFECTION CONTROL-NURSING HAS MONITORED COMMUNITY COVID TRANSMISSION RATES.- NURSING HAS OVERSEEN COORDINATING COVID OUTBREAK TESTING, MONITORING RETURNED COVID TESTS AND THE NOTIFICATION OF POSITIVE TESTING TO EMPLOYEES AND GOVERNMENT AGENCIES FOR OVER 3 YEARS. OUTBREAK TESTING HAS CURRENTLY ENDED, BUT WE WILL CONTINUE TO MONITOR REGULATORY GUIDELINES/RECOMMENDATIONS AND WILL ACT ACCORDINGLY. - PURCHASING THE ENFIT ADAPTORS TO FACILITATE A SMOOTH TRANSITION TO NEW ENTERAL FEEDING TUBING CONNECTORS.- COORDINATED PURCHASING AND INSTALLATION OF SAFETY LOCKS FOR ENTERAL FEEDING CABINETS TO KEEP RESIDENTS SAFE.- COORDINATED PRESENTATION OF TD TRAINING FOR NURSING.- HAZELWOOD COORDINATED BOTH INFLUENZA, RSV AND COVID OUTBREAK SITUATIONS AT THE MAIN FACILITY AND THE COMMUNITY HOMES.- COORDINATING INFLUENZA CLINIC WITH BLUMINE HEALTH.- WE HAVE ALL NURSES ABLE TO COMPLY WITH THE 2022-2023 NURSING COMPETENCIES WHICH CULMINATED LAST FEBRUARY 2023.- WE HIRED ALMOST TO CAPACITY AT HW - A FEW PART-TIME POSITIONS STILL OPEN. - BASICALLY, WITH IMPROVED STAFFING, WE HAVE BEEN MAKING IMPROVEMENTS BY WASHING WALLS AND GETTING FLOORS BACK ON PROJECT AND MAINTENANCE SCHEDULES.- THE PHARMACY DIRECTOR BROUGHT SPECIALTY PHARMACY MEDICATIONS IN-HOUSE, INCREASING REVENUE FOR THE PHARMACY. - TRAUMA INFORMED COMMITTEE SURVEYS AND DEVELOPING COMMITTEE IN THE WORKS.- THERAPY HAS STARTED MULTIPLE GROUPS THAT ARE CONNECTED WITH COMMUNITY OUTINGS. THIS IS ONGOING.- IN SPRING 2023, THERAPIES STARTED A FRIENDSHIP GARDEN WITH RESIDENT AND GUARDIAN ASSISTANCE. - STAFF DEVELOPMENT AND TRAINING HAVE INCREASED THE NUMBER OF IPADS FOR STAFF TO UTILIZE TO 30. WE ARE NOW CAPABLE OF USING THE IPADS TO SUPPORT NEW EMPLOYEE ORIENTATION (NEO) AS WELL AS THE ONGOING TRAINING NEEDS.- WE IMPLEMENTED A SUCCESS TRACK IN BRAINIER (OUR LMS) TO BETTER TRACK AN EMPLOYEE'S TRAINING DURING NEO.- NURSING RETENTION & STRENGTHEN COMMUNICATION (NURSING RETENTION HAS BEEN VERY GOOD 2022/2023). NURSES' WEEK RECOGNITION WITH FOOD AND ACTIVITIES DAILY DURING MAY 8TH-12TH, ALL SHIFTS, ALL AREAS.- CREATED A NURSING DEPARTMENT CONFERENCE ROOM WHERE NURSING COMMITTEES, ETC. CAN MEET. INTERVIEWS ARE DONE HERE, SPECIAL RECOGNITIONS, ETC.RIGHT NEXT TO DON'S OFFICE WHICH PROMOTES GREATER COMMUNICATION MORE OFTEN.- INITIATED A PROTOCOL FOR ADVERSE DRUG REACTIONS THAT IS PROACTIVE IN ASSESSING AHEAD OF TIME FOR POTENTIAL REACTIONS IN INDIVIDUALS. - STAFF AND EMPLOYEE TB TESTS ARE AT 100% FOR QUARTER.- LAUNCHED FOUR NEW APRNS OUT INTO THE COMMUNITY WHO HAD COMPLETED THEIR TRAINING WHILE WORKING AT HAZELWOOD. THIS MEANS FOUR GOOD NURSES WHO LOVE WORKING WITH INDIVIDUALS WITH IDD CAN NOW PROVIDE EXCELLENT CARE FOR FOLKS WITH IDD IN THE COMMUNITY.- INFECTION CONTROL NURSE IS ATTENDING MONTHLY APIC MEETINGS IN LOUISVILLE TO STAY ABREAST OF ANY COMMUNITY ISSUES RELATED TO IC SO WE CAN BE ALWAYS PREPARED.- A NEW TRANSITIONS DIRECTOR HAS BEEN SELECTED (PREVIOUS TRANSITIONS COORDINATOR).- A NEW TRANSITIONS COORDINATOR HAS BEEN SELECTED AND WILL BEGIN 9/5.- ONE HW CLIENT TRANSFERRED TO A PRIVATE ICF IN AUGUST.- TRANSITIONS HAS MET 50% OF OUR CONTRACT GOAL.- TRANSITIONS HAS BEEN SELECTED TO PARTICIPATE IN THE SYSTEM OF CARE COLLABORATION WORKGROUP FACILITATED BY CRYSTAL ADAMS WITH DDID. - HAZELWOOD ROAD PAVING PROJECT COMPLETED AUGUST 2023.- HAZELWOOD FIRE ALARM REPLACEMENT PROJECT COMPLETED AUGUST 2023.- MEDITECH CLOUD MIGRATION TESTING (NURSING FUNCTIONS WITHIN MEDITECH) FINAL CHECK COMPLETED IN AUGUST 2023.- LIFEVAC ANTI-CHOKING DEVICE ADDED TO EMERGENCY RESPONSE POLICY.- A NEW CAMERA AND NVR SYSTEM FOR HAZELWOOD. - THE NEW DENTIST STARTS ON SEPTEMBER 18TH. - THE HAZELWOOD ENRICHMENT CENTER REOPENED ON 8/14/23. SOME CLASSES AND ACTIVITIES OFFERED ARE ARTS AND CRAFTS, SENSORY ACTIVITIES, MONEY MANAGEMENT TO IDENTIFY COINS/BILLS AND SAFETY AWARENESS TO NAME A FEW.- THE FEAT OF LOUISVILLE AUTISM DONATED FREE ADMISSION TICKETS TO THE KY STATE FAIR TO OUR INDIVIDUALS THAT INCLUDED FREE PARKING AND THE ABILITY TO RIDE RIDES AT NO CHARGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,664,625 | ExpenseAmt |
| Revenue | $10,988,125 | RevenueAmt |
| Desc | MANAGEMENT OF BINGHAM GARDENS FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- BG IS FULLY STAFFED AS OF MARCH 2023. VACANT POSITIONS FILLED INCLUDE DSPS, EC SUPERVISOR, 2 HOME MANAGERS, HOUSEKEEPING (SODEXO), AND MAINTENANCE.- THE KITCHENS HAVE BEEN STOCKED WITH COLOR-CODED SUPPLIES. THIS HAS KEPT ITEMS BEING MISPLACED IN OTHER HOMES FROM HAPPENING. - HOME 6 OPENED.- 4 NEW ADMISSIONS. 1 SUCCESSFUL TRANSFER FROM HAZELWOOD TO BINGHAM GARDENS. - FLOORS HAVE IMPROVED WITH THE PURCHASE OF THE NEW FLOOR CLEANER. - SECURED 3 NEW VOLUNTEER OPPORTUNITIES AT MIGRATION AND REFUGEE AND 2 AT THE LORDS KITCHEN. - 1 NEW RESIDENT EMPLOYMENT WITH SODEXO WORKING IN LINEN ROOM PLACING LINENS ON SHELVES.- A GROUP OF RESIDENTS SIGNED UP AND ATTENDED QUALIFYING PRACTICES FOR SPECIAL OLYMPICS. - EC ATTENDANCE INCREASE FROM JAN -59%, FEB 79%, MARCH 88%, TO APRIL 92%- UPDATED SAFETY EQUIPMENT: TRAINING ON PROPER/INTENDED USE.- QUARTERLY TRAININGS ARE ONGOING.- NEW PATIO CHAIRS KEPT WELL.- NEW LIGHT/FANS ON THE BACK PATIO ARE A NICE NEW ADDITION. - THE FEAT OF LOUISVILLE AUTISM DONATED FREE ADMISSION TICKETS TO THE KY STATE FAIR TO OUR INDIVIDUALS THAT INCLUDED FREE PARKING AND THE ABILITY TO RIDE RIDES AT NO CHARGE. THE LOUISVILLE BATS DONATED 46 TICKETS FOR 8/23/23 AND 26 TICKETS FOR SEPT. 6, 2023. EACH TICKET INCLUDES FREE ADMISSION, A HOT DOG, CHIPS, AND A DRINK. A CLIENT HAS GAINED A VOLUNTEER OPPORTUNITY IN THE COMMUNITY AT A LOCAL CHURCH. THIS WILL BRING THE TOTAL OF (4) CLIENTS VOLUNTEERING AND (4) CLIENTS EMPLOYED. - ONE BG CLIENT TRANSITIONED TO AN SCL PROVIDER IN JULY.- THE OUTING SCHEDULE WAS REVAMPED TO DIVERSIFY COMMUNITY INTEGRATION OPPORTUNITIES FOR OUR RESIDENTS. BY DOING THIS, THEY ARE GETTING EXPOSED TO MORE BUSINESSES AND SERVICES IN THEIR LOCAL COMMUNITY. - P&A COMPLETED A KEYS TO WORK TRAINING COURSE FOR RESIDENTS AND EMPLOYEES. - LOWER VACANCIES RATES FOR DSPS. BINGHAM WENT FROM 16.28% IN OCTOBER TO 1.92% END OF MARCH.- FILLED ASSOCIATE DIRECTOR OF NURSING AT BINGHAM.- BINGHAM GARDENS MEDICATION REFUSAL PROJECTINITIAL COMMITTEE COMPLETED WITH RECOMMENDATIONS FOR FOLLOW-UP.- MEDITECH CLOUD MIGRATION TESTING (NURSING FUNCTIONS WITHIN MEDITECH) FINAL CHECK COMPLETED IN AUGUST 2023.- LIFEVAC ANTI-CHOKING DEVICE ADDED TO EMERGENCY RESPONSE POLICY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $78,139,341 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 660 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA ROYSE CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592531686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTON PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SCOTT GOULD | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN WARD | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE MORGAN | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| JOCK CONLEY | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| SANNIE OVERLY | |||||||||
| SECRETARY | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PHIL BERGER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| SUNDAY OBI | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| BEN CHANDLER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| MARY JUNE BRUNKER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN STARLING | |||||||||
| TREASURER | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BOBBI JO LEWIS | |||||||||
| VICE CHAIRMAN | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT BLYTHE | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| HAROLD MCKINNEY | |||||||||
| CHAIRMAN | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| TRACI BROWN | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE DENNEY | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| RON KIBBEY | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| TAYLOR PORTER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE FISHER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| DANA ROYSE | |||||||||
| CFO | 4.00 | $0 | $209,350 | $30,134 | Yes (X) | 36.00 | |||
| DEE WERLINE | |||||||||
| PRESIDENT/CEO | 4.00 | $0 | $384,303 | $40,902 | Yes (X) | 36.00 | |||
| DAVID PHELPS | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 38.00 | $202,549 | $0 | $29,259 | Yes (X) | ||||
| GEORGE KARGAS | |||||||||
| SPECIALITY CLINIC DIRECTOR | 38.00 | $174,682 | $0 | $13,574 | Yes (X) | ||||
| RICHARD VAN DAM | |||||||||
| MEDICAL DIRECTOR | 38.00 | $260,031 | $0 | $59,212 | Yes (X) | ||||
| ADAM WRIGHT | |||||||||
| FACILITY DIRECTOR | 38.00 | $137,882 | $0 | $32,410 | Yes (X) | ||||
| JAMES RYBARCZYK | |||||||||
| DIRECTOR OF THERAPY SERVICES | 38.00 | $142,682 | $0 | $33,460 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $917,826 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $593,653 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $238,951 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXHO OPERATIONS LLC | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60673 | FOOD SERVICE | $4,519,815 |
| CARDINAL HEALTH | |||||
| 7000 CARDINAL PLACE | DUBLIN | OH | 43017 | PHARMACEUTICAL AND MEDICAL SUPPLIES | $1,458,967 |
| PROLINK HEALTHCARE LLC | |||||
| 10700 MONTGOMERY ROAD STE 226 | CINCINNATI | OH | 45242 | STAFFING AGENCY | $793,379 |
| CROTHALL SERVICE GROUP | |||||
| 13025 COLLECTION CTR | CHICAGO | IL | 60696 | JANITORIAL SERVICE | $597,475 |
| ALTERNATIVE HEALTH SOLUTIONS LLC | |||||
| 2843 BROWNSBORO ROAD | LOUISVILLE | KY | 40206 | EMPLOYEE PRIMARY CARE CLINIC | $338,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STATE CONTRACT REVENUE | 623990 | $97,983,629 | $97,983,629 |
| PATIENT SERVICE REVENUE | 623990 | $1,109,504 | $1,109,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $99,093,133 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,866 | TotalRevenueColumnAmt |
| Exclusion | $89,866 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52 | TotalRevenueColumnAmt |
| Exclusion | $52 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,183,051 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,093,133 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $89,918 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,923 | TotalAmt |
| Management And General | $233,923 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,971,901 | TotalAmt |
| Program Services | $20,625,781 | ProgramServicesAmt |
| Management And General | $5,346,120 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,760,654 | TotalAmt |
| Program Services | $2,867,845 | ProgramServicesAmt |
| Management And General | $892,809 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,162,464 | TotalAmt |
| Program Services | $3,762,886 | ProgramServicesAmt |
| Management And General | $1,399,578 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,670 | TotalAmt |
| Program Services | $1,515,814 | ProgramServicesAmt |
| Management And General | $399,856 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,641,504 | TotalAmt |
| Management And General | $7,641,504 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,643 | TotalAmt |
| Management And General | $1,643 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,139 | TotalAmt |
| Management And General | $31,139 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,206 | TotalAmt |
| Program Services | $3,067 | ProgramServicesAmt |
| Management And General | $31,139 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,327,841 | TotalAmt |
| Program Services | $2,497,112 | ProgramServicesAmt |
| Management And General | $830,729 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,327 | TotalAmt |
| Program Services | $382,317 | ProgramServicesAmt |
| Management And General | $1,114,010 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,331 | TotalAmt |
| Program Services | $11,987 | ProgramServicesAmt |
| Management And General | $15,344 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,722 | TotalAmt |
| Program Services | $11,748 | ProgramServicesAmt |
| Management And General | $54,974 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,881 | TotalAmt |
| Program Services | $46,706 | ProgramServicesAmt |
| Management And General | $929,175 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASED SERVICES | $38,111,437 | $36,706,078 | $1,405,359 |
| SUPPLIES | $8,570,470 | $8,368,946 | $201,524 |
| CLIENT PERSONAL SPENDIN | $1,109,505 | $1,109,505 | |
| MISCELLANEOUS | $445,599 | $216,553 | $229,046 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,916 | TotalAmt |
| Program Services | $12,996 | ProgramServicesAmt |
| Management And General | $195,920 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,093,133 | TotalAmt |
| Program Services | $78,139,341 | ProgramServicesAmt |
| Management And General | $20,953,792 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,305 | BOYAmt |
| EOY | $3,305 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,700,096 | BOYAmt |
| EOY | $15,208,050 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,834,248 | BOYAmt |
| EOY | $5,978,310 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,858 | BOYAmt |
| EOY | $322,602 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,716 | BOYAmt |
| EOY | $19,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,848,223 | BOYAmt |
| EOY | $21,531,693 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,551,959 | BOYAmt |
| EOY | $4,206,169 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,373 | BOYAmt |
| EOY | $3,525,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,968,332 | BOYAmt |
| EOY | $7,731,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,879,891 | BOYAmt |
| EOY | $13,799,809 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,879,891 | BOYAmt |
| EOY | $13,799,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,848,223 | BOYAmt |
| EOY | $21,531,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $89,918 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$170,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,550,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,696,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,640,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,128,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,093,133 | CurrentTaxYearAmt |
| Total | $492,108,884 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,550,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,696,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,640,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,128,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,093,133 | CurrentTaxYearAmt |
| Total | $492,108,884 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $492,108,884 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,866 | CurrentTaxYearAmt |
| Total | $477,667 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,866 | CurrentTaxYearAmt |
| Total | $477,667 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52 | CurrentTaxYearAmt |
| Total | $322 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,659,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,808,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,727,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,207,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,183,051 | CurrentTaxYearAmt |
| Total | $492,586,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99900 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY PAYABLES | Desc |
| Amt | $3,525,715 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,525,715 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $99,013,051 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$170,000 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$170,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $99,183,051 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $99,183,051 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $99,093,133 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $99,093,133 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $99,093,133 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 ACCURED INTEREST OR PENALTIES TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEAR THEN ENDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEE WERLINE | ||||||||||||||
| PRESIDENT/CEO | $0 | $331,778 | $0 | $51,751 | $0 | $774 | $0 | $31,025 | $0 | $9,877 | $0 | $425,205 | $0 | $0 |
| RICHARD VAN DAM | ||||||||||||||
| MEDICAL DIRECTOR | $259,851 | $0 | $0 | $0 | $180 | $0 | $26,987 | $0 | $32,225 | $0 | $319,243 | $0 | $0 | $0 |
| DANA ROYSE | ||||||||||||||
| CFO | $0 | $209,080 | $0 | $0 | $0 | $270 | $0 | $21,163 | $0 | $8,971 | $0 | $239,484 | $0 | $0 |
| DAVID PHELPS | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $201,361 | $0 | $0 | $0 | $1,188 | $0 | $20,374 | $0 | $8,885 | $0 | $231,808 | $0 | $0 | $0 |
| GEORGE KARGAS | ||||||||||||||
| SPECIALITY CLINIC DIRECTOR | $172,396 | $0 | $0 | $0 | $2,286 | $0 | $0 | $0 | $13,574 | $0 | $188,256 | $0 | $0 | $0 |
| JAMES RYBARCZYK | ||||||||||||||
| DIRECTOR OF THERAPY SERVICES | $142,268 | $0 | $0 | $0 | $414 | $0 | $14,739 | $0 | $18,721 | $0 | $176,142 | $0 | $0 | $0 |
| ADAM WRIGHT | ||||||||||||||
| FACILITY DIRECTOR | $137,702 | $0 | $0 | $0 | $180 | $0 | $14,156 | $0 | $18,254 | $0 | $170,292 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE PHELPS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF KEY EMPLOYEE | RelationshipDescriptionTxt |
| Transaction | $80,933 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (1) | NEW VISTA OF THE BLUEGRASS INC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEGRASS NEW DIRECTIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE BUILDING 1 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611341060 | EIN |
| Primary Activities | SOFTWARE SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEGRASSORG INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |