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 205452909 NEW VISTA COMMUNITIES 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 99183051 0 X WWW.NEWVISTA.ORG X 2007 KY MANAGEMENT OF INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 18 18 660 21 0 0 0 0 100128061 99093133 79235 89866 40 52 100207336 99183051 0 0 0 0 44472901 37044612 0 0 0 55655160 62048521 100128061 99093133 79275 89918 24848223 21531693 10968332 7731884 13879891 13799809 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 38588717 48936641 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INDIVIDUALS.- PURCHASED IPADS WHICH ARE USED FOR NEW EMPLOYEE ORIENTATION AND FACILITY TRAINING.- REPLACED OVER 30 OUTDATED LAPTOPS WITH NEW ONES.- REPLACED ALL 28 DESKTOP COMPUTERS USED BY NURSING.- INSTALLED 2 VIDEO CONFERENCING SYSTEMS THAT WILL BE USED BY THE IDT FOR HYBRID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. 30885999 39168367 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. 8664625 10988125 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. 78139341 1 0 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 68 0 1 660 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 SECRETARY 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 TREASURER 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 CHAIRMAN 0.80 X X 0 0 0 TRACI BROWN BOARD DIRECTOR 0.80 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 209350 30134 DEE WERLINE PRESIDENT/CEO 4.00 36.00 X 0 384303 40902 DAVID PHELPS CHIEF ADMINISTRATIVE OFFICER 38.00 X 202549 0 29259 GEORGE KARGAS SPECIALITY CLINIC DIRECTOR 38.00 X 174682 0 13574 RICHARD VAN DAM MEDICAL DIRECTOR 38.00 X 260031 0 59212 ADAM WRIGHT FACILITY DIRECTOR 38.00 X 137882 0 32410 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 38.00 X 142682 0 33460 917826 593653 238951 18 0 1 0 SODEXHO OPERATIONS LLC 4880 PAYSPHERE CIRCLE CHICAGO IL 60673 FOOD SERVICE 4519815 CARDINAL HEALTH 7000 CARDINAL PLACE DUBLIN OH 43017 PHARMACEUTICAL AND MEDICAL SUPPLIES 1458967 PROLINK HEALTHCARE LLC 10700 MONTGOMERY ROAD STE 226 CINCINNATI OH 45242 STAFFING AGENCY 793379 CROTHALL SERVICE GROUP 13025 COLLECTION CTR CHICAGO IL 60696 JANITORIAL SERVICE 597475 ALTERNATIVE HEALTH SOLUTIONS LLC 2843 BROWNSBORO ROAD LOUISVILLE KY 40206 EMPLOYEE PRIMARY CARE CLINIC 338771 5 STATE CONTRACT REVENUE 623990 97983629 97983629 PATIENT SERVICE REVENUE 623990 1109504 1109504 99093133 89866 89866 MISCELLANEOUS INCOME 900099 52 52 52 99183051 99093133 0 89918 233923 233923 25971901 20625781 5346120 3760654 2867845 892809 5162464 3762886 1399578 1915670 1515814 399856 7641504 7641504 1643 1643 31139 31139 34206 3067 31139 3327841 2497112 830729 1496327 382317 1114010 27331 11987 15344 66722 11748 54974 975881 46706 929175 PURCHASED SERVICES 38111437 36706078 1405359 SUPPLIES 8570470 8368946 201524 CLIENT PERSONAL SPENDIN 1109505 1109505 MISCELLANEOUS 445599 216553 229046 208916 12996 195920 99093133 78139341 20953792 0 3305 3305 14700096 15208050 9834248 5978310 294858 322602 15716 19426 24848223 21531693 6551959 4206169 4416373 3525715 10968332 7731884 X 13879891 13799809 13879891 13799809 24848223 21531693 89918 -170000 0 X X 0 1 X 1 0 X 95550372 100696860 96640458 100128061 99093133 492108884 95550372 100696860 96640458 100128061 99093133 492108884 0 0 0 492108884 109347 111954 87265 79235 89866 477667 109347 111954 87265 79235 89866 477667 70 130 30 40 52 322 95659789 100808944 96727753 100207336 99183051 492586873 0.99900 0.99900 0.00100 0.00100 X 0 RELATED PARTY PAYABLES 3525715 3525715 X 99013051 -170000 -170000 99183051 0 99183051 99093133 0 99093133 0 99093133 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 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 331778 0 51751 0 774 0 31025 0 9877 0 425205 0 0 RICHARD VAN DAM MEDICAL DIRECTOR 259851 0 0 0 180 0 26987 0 32225 0 319243 0 0 0 DANA ROYSE CFO 0 209080 0 0 0 270 0 21163 0 8971 0 239484 0 0 DAVID PHELPS CHIEF ADMINISTRATIVE OFFICER 201361 0 0 0 1188 0 20374 0 8885 0 231808 0 0 0 GEORGE KARGAS SPECIALITY CLINIC DIRECTOR 172396 0 0 0 2286 0 0 0 13574 0 188256 0 0 0 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 142268 0 0 0 414 0 14739 0 18721 0 176142 0 0 0 ADAM WRIGHT FACILITY DIRECTOR 137702 0 0 0 180 0 14156 0 18254 0 170292 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 80933 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