2021-11-15T08:29:15-06:00 2021-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2020-07-01 205452909 NEW VISTA COMMUNITIES INC NEWV 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 DEE WERLINE PRESIDENT & CEO 8592531686 2021-11-09 1 DEE WERLINE 999009999 SARAH K ANTLE P01391676 5024269660 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEE WERLINE 1351 NEWTOWN PIKE LEXINGTON KY 40511 96727753 0 X WWW.NEWVISTA.ORG X 2007 KY MANAGEMENT OF INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 20 20 812 2 0 0 0 0 100696860 96640458 111954 87265 130 30 100808944 96727753 0 0 0 0 44228602 42349489 0 0 0 56882516 54290969 101111118 96640458 -302174 87295 21157764 22073754 7194443 8023138 13963321 14050616 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 39242000 49783770 MANAGEMENT OF OAKWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:* DURING COVID-19, DEVELOPED PEN PALS WITH SECOND WIND DREAM.* ADDED SEVERAL BICYCLES TO OAKWOOD INVENTORY.* SOMERSET COMMUNITY COLLEGE PHYSICAL THERAPIST ASSISTANT PROGRAM VISITED OAKWOOD AS PART OF THEIR EDUCATION PROGRAM. THE STUDENTS RECEIVED INSTRUCTION FROM THE PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS.* THE OAKHILL GARDEN CENTER PLANTED VEGETABLE CROPS TO PROVIDE AN ADDITIONAL FOOD SOURCE FOR STAFF AT OAKWOOD AS WELL AS PROVIDING VEGETABLES FOR USE IN FOOD SERVICE FOR THE INDIVIDUALS AT OAKWOOD. FREE TOMATOES, PEPPERS, BROCCOLI, SQUASH, CAULIFLOWER, CORN AND BEANS WERE DISTRIBUTED TO STAFF. * EMPLOYEES WERE OFFERED FREE MEALS FROM MARCH 2020 THROUGH MARCH 2021 DUE TO THE COVID VIRUS.* PSYCHOLOGIST RECEIVED TRAINING IN SIGN LANGUAGE IN ORDER TO PROVIDE COUNSELING SERVICES TO INDIVIDUALS WITH HEARING IMPAIRMENTS AND EXPRESSIVE LANGUAGE DISORDERS.* WITH THE ONSET OF COVID-19, NURSING STAFF WAS REDIRECTED WITHIN THE DEPARTMENT UTILIZING 12-HOUR SHIFTS. THE CHANGE LIMITED THE DAILY EXCHANGES IN STAFFING AND POSSIBLE EXPOSURE FOR CLIENTS. THIS INITIALLY HELPED WITH RECRUITMENT AS WELL.* OAKWOOD CONTINUES TO UTILIZE CONTRACT NURSING STAFF TO FILL OPEN VACANCIES.* DUE TO COVID-19, THE NURSING DEPARTMENT HAS CONTINUED TO PROVIDE EXCELLENT CLIENT SERVICES, INCLUDING SERVICES FOR CLIENTS THAT HAVE BEEN TEMPORARILY ISOLATED FOR VARIOUS REASONS, AND ASSIST WITH THE CAMPUS-WIDE EMPLOYEE ASYMPTOMATIC SCREENING AND COVID TESTING.* FACILITY-WIDE UPGRADE TO THE WIRELESS NETWORK TO ENSURE ALL LOCATIONS HAVE THE NETWORK RESOURCES NEEDED FOR PATIENT CARE.* ADDED MOBILE TABLETS FOR STAFF TO USE FOR PATIENT CARE TRAINING IN THE HOMES. ADDITIONAL LAPTOPS WERE PURCHASED SO EMPLOYEES COULD WORK REMOTELY DUE TO THE COVID PANDEMIC.* PURCHASED WEBCAMS FOR OVER 50 EMPLOYEES SO MEETINGS COULD TAKE PLACE USING SOCIAL DISTANCING GUIDELINES.* CONTINUED IT STAFF TRAINING IN HEALTHCARE RELATED TECHNOLOGY. * RISK MANAGEMENT ACHIEVED REMOTE ACCESS TO VIDEO TO BE MORE PROACTIVE.* RISK MANAGEMENT BEGAN TRAINING NEW ORIENTATION STAFF ON RISK MANAGEMENT POLICY AND MEDITECH.* PURCHASED AND INSTALLED SOFTWARE PROGRAM TO IMPROVE SOUND QUALITY AND DECREASE BACKGROUND NOISE WHEN REVIEWING VIDEO FOR INVESTIGATIONS. HEADSETS WERE ALSO PURCHASED TO ASSIST WITH THIS.* IMPLEMENTED STAFF AND CLIENT SCREENING FOR COVID-19 FOLLOWING CDC GUIDELINES.* REFINED INTERVIEW PROCESS FOR NEW DIRECT CARE PROFESSIONALS TO INCLUDE INTERVIEWS BY THE HOME MANAGERS AND PSYMETRICS TESTING.* THE SPECIALTY CLINIC IMPLEMENTED TELEHEALTH SERVICES TO PROVIDE CLIENTS WITH PRIMARY AND SPECIALTY CARE SERVICES REMOTELY. * SOME FACILITY EVENTS HELD DURING PANDEMIC: SPRING CHALLENGE CHECKERS TOURNAMENT, CHILI COOK OFF AND THE CHRISTMAS ART CONTEST.* THE 2ND PHASE OF ROOFING PROJECT BEGAN WHICH INCLUDES SIX HOMES/BUILDINGS.* $1.8M GENERATOR PROJECT BEGAN TO PLACE 3 GENERATORS WITH 1 TRANSFER SWITCH TO RUN THE ENTIRE CAMPUS DURING POWER OUTAGES. THIS WILL ALSO KEEP NETWORK SERVERS ONLINE.* RENOVATIONS IN HOMES 103 AND 108 BEGAN IN OCTOBER 2020 WITH COMPLETION EXPECTED IN FALL OF 2021. * REPLACED A/C UNIT IN HOME 107.* FINANCIAL SERVICES FULLY CONVERTED TO A DIGITAL ACCOUNTS PAYABLE SYSTEM. ALL ARCHIVED DATA FROM THE GO-LIVE DATE FORWARD IS STORED AND RETRIEVED ELECTRONICALLY.* UNDER THE GUIDANCE OF THERAPY AND NUTRITIONAL SERVICES, SEVERAL DEPARTMENTS CAME TOGETHER TO ASSIST WITH CLOTH MASKS-MAKING AT THE BEGINNING OF THE COVID-19 PANDEMIC. OVER 15,000 CLOTH MASKS WERE PRODUCED, AS ONE OF THE CLASSROOMS WAS TURNED INTO A PRODUCTION SITE. THESE MASKS WERE PROVIDED NOT ONLY TO OUR INDIVIDUALS, BUT TO EMPLOYEES, THEIR FAMILIES, COMMUNITY MEMBERS AS WELL AS TO THOSE WHO ATTEND THE OUTPATIENT SPECIALTY CLINIC.* EXPANDED RECRUITMENT EFFORTS TO INCLUDE RADIO ADVERTISEMENT AND ATTENDING COMMUNITY EVENTS.* CONTINUING PRACTICUM PROGRAM FOR EKU DOCTORAL CLINICAL PSYCHOLOGY STUDENTS AND HAVE ONE STUDENT THIS YEAR.* WORKING WITH EKU BEHAVIOR ANALYSIS MASTER'S PROGRAM TO PROVIDE FIELD EXPERIENCE FOR THEIR STUDENTS.* FACILITATED A TRAINING AND PRESENTATION FOR THE EKU PSYCHOLOGY STUDENTS ON IDD AND IDD SERVICES.* CLINICIAN WILL BE ATTENDING A YEARLONG CLASS ON PROVIDING SEXUAL OFFENDER TREATMENT SERVICES SO SHE CAN PROVIDE THESE SERVICES TO CLIENTS AT OAKWOOD WHO WOULD BENEFIT.* CLINICIAN WILL BE ATTENDING A YEARLONG TRAINING PROGRAM ON PROVIDING TREATMENT FOR RACIAL TRAUMA IN ORDER TO PROVIDE THIS SERVICE TO CLIENTS AT OAKWOOD WHO WOULD BENEFIT. 30701546 38949053 MANAGEMENT OF HAZELWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:* IMPLEMENTED SOFTWARE AND VIDEO EQUIPMENT TO USE FOR TELEHEALTH AND COVID-19 SOCIAL DISTANCING. * PURCHASED ADDITIONAL LAPTOPS FOR WORKING REMOTELY DUE TO THE COVID-19 EPIDEMIC. * PURCHASED AND INSTALLED LAPTOPS, PRINTERS, SCANNERS, AND MED CARTS FOR THE MEDITECH PROJECT. * PURCHASED AND IMPLEMENTED A NEW SERVER BACKUP SOLUTION FOR FILE RESTORES AND DISASTER RECOVERY. * PURCHASED AND INSTALLED A NEW VIDEO SURVEILLANCE SYSTEM FOR THE MEADOWS GROUP HOME. * THE MEDICAL AND PHARMACY DEPARTMENT MEDICAL DIRECTORS ENROLLED IN THE CDC COVID-19 VACCINATION PROGRAM FOR THE FACILITIES BY CVS/WALGREEN'S OMNICARE GROUP WITH THE ONSITE VACCINATION WITH THE COVID-19 FOR CLIENTS AND STAFF.* ENROLLED THE HAZELWOOD FACILITY LAB IN THE KENTUCKY DEPARTMENT COVID-19 LAB DAILY REPORT ENTRY AND THE KENTUCKY * HEALTH INFORMATION EXCHANGE (KHIE) IN NOVEMBER 2020 FOR LAB TESTING FOR COVID-19 WITH THE BINAXNOW RAPID TEST WITH ACTUAL COVID-19 TESTING ON SITE IN DECEMBER 2020 WITH THE RAPID TEST KITS.* THE FACILITY'S MODERATE COMPLEX LAB PASSED THE OIG INSPECTION IN OCTOBER 2020 WITHOUT DEFICIENCIES.* THE MEDICAL PROVIDERS COMPLETED TRAINING BY THE STATE MEDITECH PHARMACIST ON USING AND TRANSMITTING PRESCRIPTIONS ELECTRONICALLY, VIA THE MEDITECH SYSTEM IN DECEMBER 2020, TO BE IN COMPLIANCE WITH KASPER SYSTEM AND DEA FOR ELECTRONIC PRESCRIBING FOR OUTPATIENT PRESCRIPTIONS JANUARY 1, 2021, AND THIS PROCESS WAS IMPLEMENTED IN DECEMBER 2021.* RECRUITMENT OF A NEW NURSE PRACTITIONER DECEMBER 2020.* WE HAVE ONE PSYCHIATRIC NURSE PRACTITIONER FROM INDIANA WESLEYAN UNIVERSITY DOING HER CLINICAL ROTATION AT THE MAIN FACILITY IN OCTOBER, NOVEMBER, AND DECEMBER 2020.* ARRANGE FOR HOSPARUS MANAGER AND THE HOSPARUS NURSE PRACTITIONER TO GIVE A PRESENTATION AT THE QUARTERLY PARENT MEETING AND PARTICIPATED WITH ANSWERS THE QUESTIONS THAT THE FAMILIES HAD REGARDING THESE SERVICES FOR THEIR FAMILY MEMBERS.* RECEIVED APPROVAL FOR AN EXTENSION OF KENTUCKY CABINET OF HEALTH SERVICES IRB FOR EXTENSION OF THE BONE RESEARCH ON OSTEOPOROSIS.* THE TRAINING DEPARTMENT ADAPTED THE NEW EMPLOYEE ORIENTATION TO INCLUDE MORE HANDS-ON APPLICATION OF JUST LEARNED TRAINING INTO THE SECOND WEEK OF ORIENTATION. * IN WEEK ONE THE LEADERSHIP OF HAZELWOOD CENTER AND HAZELWOOD COMMUNITY HOMES MET WITH ALL NEW EMPLOYEES IN THEIR AREAS TO DISCUSS WHAT THE PERFORMANCE EXPECTATIONS ARE IN THEIR ROLES. * THE RESIDENTIAL DEPARTMENT EXPANDED THE MENTORING/OJT TRAINING COMPONENT TO ENSURE A NEW EMPLOYEE FEELS COMPETENT AND CONFIDENT TO PROVIDE CARE FOR OUR CLIENTS. THE PROCESS ALSO ALLOWS THE NEW EMPLOYEE THE OPPORTUNITY TO OBTAIN FURTHER TRAINING/MENTORING IF THEY FEEL IT'S NEEDED. * THE TRAINING DEPARTMENT ROLLED OUT THE 2021 ANNUAL TRAINING ONLINE WITH AN IN-PERSON SKILL OUT. THE EVACUATION REFRESHER WAS ASSIGNED TO ALL STAFF TO ALERT STAFF THE STEPS TO COMPLETE IN THE EVENT OF A FACILITY WIDE EVACUATION. * IN MARCH, THE COMMUNITY HOMES HAD A SPECIAL EVENT AT EACH HOME TATTOO'S AND TEA. * CORRIDORS AND PATIENT ROOMS, KITCHENS, COMMUNITY ROOMS, OFFICES ON UNITS, NURSES' STATIONS, STORAGE ROOMS - WERE STRIPPED AND REFINISHED ON 2W AND 3W.* REPAINTED EAST HALL ROOMS DURING CONSTRUCTION, THE MULTI-PURPOSE ROOM AND UPDATED LED LIGHTING.* COMPLETED UPDATES TO SERVING LINE (NEW TABLES AND LED LIGHTING). * PAINTED DINING ROOM.* UPGRADED LIGHTING (LED) AND CEILING TILES IN 5 ROOMS ON 1 EAST. * UPGRADED OUR CPAP/BIPAP DOWNLOAD AND REPORT SOFTWARE FROM ENCORE 2 COMPUTER-BASED SOFTWARE TO CARE ORCHESTRATOR WEB-BASED SOFTWARE, AT NO CHARGE, THROUGH PHILIPS-RESPIRONICS.* INITIATED NON-PRESSURE SKIN CONDITION RECORDS (APPROVED IN MEDICAL PI, PI COUNCIL) FOR CLIENTS WHO ARE FOUND WITH SMALL SKIN WOUNDS, BRUISES, SCRATCHES, ETC. * ORGANIZED/PARTICIPATED IN COVID VACCINATION OF 98% OF OUR CLIENTS AND 48% OF OUR STAFF WITH CVS AND OUR HW PHARMACY.* CREATED AN EXTENSIVE PREVENTATIVE MAINTENANCE PROGRAM FOR THE NURSING DEPT. THAT INCLUDES TRACKING OF ALL EQUIPMENT PURCHASES, REPAIRS, REPLACEMENTS, AND BIOMED SERVICE.* HIRED A COMPLIANCE NURSE AND SET THE FOCUS FOR MORE OF A PI MODEL WITH CLIENT CARE, SYSTEMS EVALUATION, ETC.* HAZELWOOD/HOMES 302 EMPLOYEES FULLY COVID VACCINATED (302/441 EMPLOYEES = 68% VACCINATION RATE) AS OF COB 9/24/21.* HUMAN RESOURCE STAFF NOW HAS EVERYONE'S LICENSURE HOUSED IN ADP. * PARTICIPATED IN A JEFFERSON COUNTY SNF BED AVAILABILITY OIG ASSESSMENT IN JULY.* UNIQUE GEMS, A TRAINING PROGRAM IN WHICH RESIDENTS MAKE JEWELRY FOR RETAIL, HELD ITS FIRST COMMUNITY SALE AT THE PARISTOWN FLEA MARKET. * THE ENRICHMENT CENTER ACTIVITIES COORDINATOR CREATED A MONTHLY COMMUNITY OUTING PAGE FOR ALL UPCOMING EVENTS IN LOUISVILLE. * CLINICAL SERVICES (PSYCHOLOGY & BEHAVIOR) HAS COMPLETED SIX CONSULTATIONS WITH CMHCS, SCL PROVIDERS, AND PSYCHIATRIC HOSPITALS FROM SEVERAL REGIONS THROUGHOUT THE STATE. * COMPLIMENTARY HOT/COLD MEALS M-F WERE RESTARTED FOR 1ST AND 2ND SHIFT STAFF.* COMPLIMENTARY SACK MEALS FOR 3RD SHIFT M-F WERE STARTED.* NEW STEAM TABLE FOR CAF WAS PURCHASED AND INSTALLED.* NEW COLD HOLDING TABLE FOR CAF WAS PURCHASED AND INSTALLED.* NEW TABLES FOR CAF TRAY LINE WERE PURCHASED AND INSTALLED.* WE HAVE PROVIDED ASSISTANCE AND RECOMMENDATIONS TO THERAPISTS AT OUTWOOD FOR OVERALL THERAPY PRACTICES AS WELL AS FOR SPECIFIC INDIVIDUALS.* SLP AND OTS PARTICIPATED IN YEARLY ENC (ENTERAL NUTRITION CLINIC) TO PROVIDE AN INTERDISCIPLINARY LOOK AT ANY INDIVIDUAL WITH AN ENTERAL FEEDING TUBE AND TO SEE IF THERE ARE ANY CHANGES TO PLAN OF CARE WITH THESE INDIVIDUALS. 6233184 7907635 MANAGEMENT OF BINGHAM GARDENS FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:* TRANSITIONED ALL OUR LINEN SERVICES TO INHOUSE PROCESSING THUS ELIMINATING OUR CONTRACT WITH AN OUTSIDE VENDOR.* IMPLEMENTED SOFTWARE AND VIDEO EQUIPMENT TO USE FOR TELEHEALTH AND COVID-19 SOCIAL DISTANCING. * PURCHASED ADDITIONAL LAPTOPS FOR WORKING REMOTELY DUE TO THE COVID-19 PANDEMIC. * DEVELOPED PROCESS FOR BACK UP THERAPY EQUIPMENT/DINING EQUIPMENT FOR INDIVIDUALS AT BINGHAM GARDENS. * BINGHAM GARDENS HAD 16 OF 20 RESIDENTS VACCINATED AS OF COB 2/21/21.* BINGHAM GARDENS 29 EMPLOYEES FULLY COVID VACCINATED (29/97 EMPLOYEES = 30% VACCINATION RATE) AS OF COB 9/24/21.* IN WEEK ONE THE LEADERSHIP OF BINGHAM GARDENS MET WITH ALL NEW EMPLOYEES IN THEIR AREAS TO DISCUSS WHAT THE PERFORMANCE EXPECTATIONS ARE IN THEIR ROLES. * BEGAN INTERVIEWS FOR AN ASSOCIATE HOME MANAGER POSITION IN JANUARY 2021. 76176730 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 1 106 0 1 812 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 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 LINDA WATT BOARD DIRECTOR 0.80 X 0 0 0 SANNIE OVERLY SECRETARY 0.80 X X 0 0 0 PEGGY TUDOR RESIGNED 920 BOARD DIRECTOR 0.00 X 0 0 0 PHIL BERGER BOARD DIRECTOR 0.80 X 0 0 0 STEVE FISHER 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 JENELL BREWER BOARD DIRECTOR 0.80 X 0 0 0 TRACI BROWN BOARD DIRECTOR 0.80 X 0 0 0 MICHAEL 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 DANA ROYSE CFO 4.00 36.00 X 0 165380 88882 PAUL BEATRICE THRU 83120 PRESIDENT/CEO 4.00 36.00 X 0 347326 144337 DEE WERLINE EFFECTIVE 9120 PRESIDENT/CEO 4.00 36.00 X 0 80581 41583 DAVID PHELPS CHIEF ADMINISTRATIVE OFFICER 38.00 X 196290 0 103748 KEITH SINCLAIR ASSOCIATE MEDICAL DIRECTOR 38.00 X 178332 0 88221 WARREN MILTEER MEDICAL DIRECTOR 38.00 X 270123 0 144945 RICHARD VAN DAM MEDICAL DIRECTOR 38.00 X 260284 0 134062 CAROLYN DOBBS DIRECTOR OF PHARMACY 38.00 X 134924 0 73771 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 38.00 X 142094 0 84218 1182047 593287 903767 13 0 1 0 SODEXHO OPERATIONS LLC 4880 PAYSPHERE CIRCLE CHICAGO IL 60673 FOOD SERVICE 4232715 CARDINAL HEALTH 7000 CARDINAL PLACE DUBLIN OH 43017 PHARMACEUTICAL AND MEDICAL SUPPLIES 2200590 PROLINK HEALTHCARE LLC 10700 MONTGOMERY ROAD STE 226 CINCINNATI OH 45242 STAFFING AGENCY 1572709 CROWN SERVICES 2729 S HURSTBOURNE PKWY LOUISVILLE KY 40220 STAFFING AGENCY 1465762 CROTHALL SERVICE GROUP 13025 COLLECTION CTR CHICAGO IL 60696 JANITORIAL SERVICE 548889 14 STATE CONTRACT REVENUE 623990 95653593 95653593 PATIENT SERVICE REVENUE 623990 986865 986865 96640458 87265 87265 MISCELLANEOUS INCOME 900099 30 30 30 96727753 96640458 0 87295 304830 304830 24360926 19705377 4655549 10853668 8604726 2248942 5059188 3904439 1154749 1770877 1423411 347466 7520000 7520000 10101 10101 28825 28825 16502 16502 34911 2834 32077 2250572 1737676 512896 1363944 354319 1009625 15593 10956 4637 16038 10245 5793 837634 43480 794154 PURCHASED SERVICES 33121921 31872935 1248986 SUPPLIES 7582736 7439189 143547 CLIENT PERSONAL SPENDIN 986865 986865 MISCELLANEOUS 328862 30216 298646 176465 33560 142905 96640458 76176730 20463728 0 3305 3305 12780568 13196677 4752298 8506015 344723 350970 3276870 16787 21157764 22073754 4596525 4963266 2597918 3059872 7194443 8023138 X 13963321 14050616 13963321 14050616 21157764 22073754 87295 0 X X 0 1 X 1 0 X 13044 14131 27175 49794405 77891698 95550372 100696860 96640458 420573793 49807449 77905829 95550372 100696860 96640458 420600968 0 0 0 420600968 87870 91907 109347 111954 87265 488343 87870 91907 109347 111954 87265 488343 780 40 70 130 30 1050 49896099 77997776 95659789 100808944 96727753 421090361 0.99880 0.99870 0.00120 0.00130 X 0 RELATED PARTY PAYABLES 3059872 3059872 X 96727753 0 96727753 0 96727753 96640458 0 96640458 0 96640458 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, 2021. AS OF JUNE 30, 2021, THE ORGANIZATION DID NOT HAVE ANY ACCURED INTEREST OR PENALTIES TO INCOME TAX LIABILITIES, AND NOT INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEAR THEN ENDED. 0 0 0 0 0 0 0 0 0 PAUL BEATRICE THRU 83120 PRESIDENT/CEO 0 343618 0 0 0 3708 0 130725 0 13612 0 491663 0 0 WARREN MILTEER MEDICAL DIRECTOR 268935 0 0 0 1188 0 133042 0 11903 0 415068 0 0 0 RICHARD VAN DAM MEDICAL DIRECTOR 260104 0 0 0 180 0 128673 0 5389 0 394346 0 0 0 DAVID PHELPS CHIEF ADMINISTRATIVE OFFICER 195102 0 0 0 1188 0 96517 0 7231 0 300038 0 0 0 KEITH SINCLAIR ASSOCIATE MEDICAL DIRECTOR 178332 0 0 0 0 0 88221 0 0 0 266553 0 0 0 DANA ROYSE CFO 0 165110 0 0 0 270 0 81736 0 7146 0 254262 0 0 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 141680 0 0 0 414 0 70089 0 14129 0 226312 0 0 0 CAROLYN DOBBS DIRECTOR OF PHARMACY 134521 0 0 0 403 0 66548 0 7223 0 208695 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 77306 EMPLOYMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: MICHELE R. PHELPS, DIRECTOR OF COMPLIANCE, IS MARRIED TO DAVID W. PHELPS, CHIEF ADMINSTRATIVE DIRECTOR, WHO IS A KEY EMPLOYEE. 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 SIGNS THE CONFLICT OF INTEREST STATEMENT 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 KEY EMPLOYEES ARE EDUCATED ON THE POLICY IN DAY TWO OF ORIENTATION. 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