2025-11-17T07:11:13-06:00 2025-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-07-01 205452909 NEW VISTA COMMUNITIES INC NEWV 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 DANA ROYSE PRESIDENT & CEO 8592531686 2025-11-13 1 0 X SARAH K ANTLE P01391676 5024269660 2025-11-12 2024 2025-03-06 01:10:19Z DANA ROYSE 1351 NEWTOWN PIKE LEXINGTON KY 40511 119049953 0 X WWW.NEWVISTA.ORG X 2007 KY MANAGEMENT OF INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 15 15 913 21 0 0 25476 0 113530045 118933015 120442 116938 0 0 113675963 119049953 0 0 0 0 44517543 46563976 0 0 0 69037978 72369029 113555521 118933005 120442 116948 22407145 24666260 8439258 10408845 13967887 14257415 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GAPS ARE ADDRESSED. 0 0 49430973 60717226 MANAGEMENT OF OAKWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- REPLACED 23 OUTDATED AVAYA NETWORK SWITCHES WITH NEW MERAKI NETWORK SWITCHES.- HAD A FORUM TO EDUCATE THE OAKWOOD IDT ON COMMUNITY SERVICES. CLIENT TRANSITIONED TO THE COMMUNITY ON THE SCL WAIVER TO ASCEND LIFE. - SENT 223 BOXES TO FRANKFORT TO ARCHIVE. - THE Q SSC FRIENDSHIP GROUP GOT OFF THE GROUND! OAKWOOD HOSTED A MINI-GOLF EVENT WITH TWO COMMUNITY PARTNERS. OAKWOOD IS NOW BEING INVITED TO EVENTS HOSTED BY THESE PROVIDERS. - TWO BEHAVIOR AND PSYCHOLOGY SERVICES DEPARTMENT STAFF SERVED AS KEYNOTE SPEAKERS FOR THE ILLUMINATE CONFERENCE ON JULY 30, 2024.- A BEHAVIOR AND PSYCHOLOGY SERVICES DEPARTMENT STAFF MEMBER WAS NOMINATED AS THE PROFESSIONAL SPOTLIGHT FOR SEPTEMBER FOR THE KENTUCKY ASSOCIATION OF BEHAVIOR ANALYSTS (KABA).- A BEHAVIOR AND PSYCHOLOGY SERVICES DEPARTMENT STAFF MEMBER PASSED HIS BOARD CERTIFICATION FOR BEHAVIOR ANALYSIS ON 8/22/24. - PRACTICUM STUDENT IN CLINICAL PSYCHOLOGY AND BEHAVIOR ANALYSIS, STARTED IN AUGUST 2024.- TOTAL CHALLENGING BEHAVIORS WERE ON A DOWNWARD TREND FOR THE FISCAL YEAR.- RESTRAINT REDUCTION COMMITTEE STARTED AS A STANDING COMMITTEE IN JULY 2024. RESTRAINTS ARE ON A DOWNWARD TREND FOR THE QUARTER. OAKWOOD MET THE CONTRACT GOAL FOR RESTRAINT REDUCTION.- LIVE QUARTERLY TRAINING COURSES OCCURRED FOR ALL UNITS DURING THE QUARTER.- A PI PROJECT RELATED TO EFFECTIVE TRAINING CONTINUES WITH CHANGES MADE TO THE NEW STAFF TRAINING. - AN OAKWOOD PSYCHOLOGIST PARTICIPATES WITH A COMMUNITY MENTAL HEALTH/IDD TASK FORCE. - IN OCTOBER, A DOZEN FOLKS FROM OAKWOOD ATTENDED A FALL/HALLOWEEN EVENT SPONSORED BY A COMMUNITY SCL PROVIDER. A CLIENT WHO IS DEAF ATTENDED A PLAY AT THE CENTER FOR RURAL DEVELOPMENT THAT OFFERED ASL INTERPRETING.- IN NOVEMBER, 2 OAKWOOD CLIENTS VOTED IN THE PRESIDENTIAL ELECTION. - ASSISTANT BEHAVIOR SPECIALIST PROMOTED TO BEHAVIOR SPECIALIST OCT. 2024.- BEHAVIOR SPECIALIST PROMOTED TO BEHAVIOR ANALYST OCT. 2024.- TWO BEHAVIOR SPECIALISTS PROMOTED TO BEHAVIOR ANALYSTS, DEC. 2024.- THREE TEMPORARILY LICENSED BEHAVIOR ANALYSTS RECEIVED FULL LICENSURE DURING THE QUARTER, ALL OF WHOM PASSED THEIR BOARDS FOR BEHAVIOR ANALYSIS.- DECEMBER 2024 YIELDED THE LOWEST NUMBER OF TOTAL CHALLENGING BEHAVIOR EVENTS DURING THE CALENDAR YEAR AND THE LOWEST NUMBER SINCE SEPTEMBER 2022.- CONCLUDED 3RD SKILLS SYSTEM 12-WEEK CYCLE FOR 2024 DURING DECEMBER 2024.- THE BEHAVIOR DEPARTMENT DIRECTOR PARTICIPATED IN THE QUARTERLY DDID STATE SYSTEMS COLLABORATION MEETING.- INSTALLED 199 NEW COMPUTERS.- TRIPS ARE BEING SCHEDULED MORE FREQUENTLY, INCLUDING CLIENT-SPECIFIC REQUESTS. TRIP FORMS ARE BEING FILLED OUT MORE CONSISTENTLY.- EC ATTENDANCE HAS IMPROVED, ALONG WITH MORE CLIENTS IN SCHEDULED CLASSES.- TRAINING COMPLETIONS HAVE ALL IMPROVED.- MEALTIME MONITORING AND ACTIVE TREATMENT TRACKING HAVE MADE STRIDES IN IMPROVEMENTS, AS REPORTED BY MULTIPLE DEPARTMENTS.- CLEANLINESS IN THE HOMES HAS BEEN NOTED CONSISTENTLY WITH EOC, REPORTING THAT THE LAST TWO HAVE BEEN SOME OF THE BEST THEY'VE SEEN. - THE BASKETBALL LEAGUE CURRENTLY UNDERWAY IS THE FIRST TIME IN MANY YEARS THAT OAKWOOD HAS BEEN INVITED TO BE PART OF ACTIVITIES IN THE COMMUNITY AS A TEAM. THIS HAS BEEN A GREAT SUCCESS, AND IT HAS LED TO OUR BEING INVITED TO JOIN THE KICKBALL TEAM. - WE HAVE SEEN SIGNIFICANT IMPROVEMENTS IN COLLABORATION WITH THE TEAMS TRYING TO PROBLEM SOLVE WITH CLIENT CARE ISSUES, RESULTING IN IMPROVED CARE FOR THESE HIGH-RISK CLIENTS. - MET THE CONTRACT GOAL OF 6 TRANSITIONS IN JANUARY AND EXCEEDED THE GOAL IN MARCH.- TRANSITIONED OUT SEVEN INDIVIDUALS ON THE SCL WAIVER THIS FISCAL YEAR.- HELD A FORUM WITH THRIVE ON 3/27 WITH IDT MEMBERS.- REPLACED 52 WINDOWS 10 COMPUTERS WITH NEW WINDOWS 11 COMPUTERS.- CONTINUED REPRESENTATION AT COMMUNITY READERS TO LEADERS AND ADDITIONAL STORYBOOK TRAILS AT COMMUNITY PARKS.- LAKE CUMBERLAND ADVOCACY NETWORK (LCAN) SAW A LOT OF GROWTH. INDIVIDUALS FROM OAKWOOD PARTICIPATED IN BASKETBALL, KICKBALL, AND SOFTBALL SPORTING EVENTS WITH INDIVIDUALS FROM OTHER COMMUNITY AGENCIES. A PEN PAL PROGRAM BEGAN, WITH MONTHLY ACTIVITIES BEING SHARED BETWEEN PEN PALS. A WATER FUN DAY WAS HELD IN JUNE AT PULASKI COUNTY PARK AND WAS A HUGE SUCCESS.- TRANSITIONED A CLIENT TO AN SCL PROVIDER ON JUNE 19TH, AND NOW THE CLIENT IS CLOSE TO THEIR FAMILY. DURING THIS TRANSITION, WE SUCCESSFULLY TRANSITIONED EIGHT INDIVIDUALS INTO THE COMMUNITY THIS FISCAL YEAR.- FORUM WITH BLOOM SUPPORTS FOR OUR IDT MEMBERS ON JUNE 17TH.- FOCUSED ON IMPROVING VARIOUS PROCEDURES WITHIN THE FINANCE OFFICE TO STREAMLINE PROCESSES THAT PREVIOUSLY LACKED FORMAL STRUCTURE, PARTICULARLY THOSE RELATED TO PETTY CASH AND PER DIEM REQUESTS.- COLLABORATING WITH PROVIDERS TO UPDATE THEIR LICENSES AND LINK THEM TO THE OAKWOOD SPECIALTY CLINIC, WHICH WILL ALLOW US TO BILL MORE EFFICIENTLY AND INCREASE REVENUE.- INITIATED EFFORTS TO PLACE STATE GUARDIAN CLIENTS WITH SIGNIFICANT OUTSTANDING BALANCES ON MEDICAL REDUCTION PLANS TO HELP REDUCE THE AMOUNT OWED TO THE FACILITY.- TO IMPROVE EFFICIENCY, ALL PROVIDER ENCOUNTER SHEETS ARE NOW SCANNED DIRECTLY TO THE DEPARTMENT, ELIMINATING THE NEED FOR STAFF TO COLLECT PHYSICAL COPIES AND SAVING TIME. WE ARE ALSO WORKING TO PROVIDE THE CURRENT THERAPIES OFFICE ASSISTANT WITH ACCESS TO MEDITECH SO SHE CAN ENTER CHARGES, AS WAS PREVIOUSLY DONE BY THE FORMER THERAPIES OFFICE ASSISTANT.- CONTINUING EFFORTS TO REDUCE ACCOUNTS RECEIVABLE BY ADDRESSING AND REMOVING CLIENTS WITH LONGSTANDING UNPAID BALANCES.- ESTABLISH PAR LEVELS FOR CLOTHING FOR INDIVIDUALS. WORKED WITH LAUNDRY ON THE PICKUP AND RETURN SCHEDULE/TURNAROUND TIME. PAR LEVELS WILL BE SET AT A 2-WEEK SUPPLY OR 14 DAYS TO ALLOW FOR EQUIPMENT REPAIR. - IMPROVE HOME DELIVERIES AND KEEP SUPPLIES STOCKED. SHIPPING & RECEIVING ARE COMPLETING AN INVENTORY OF THE HOME ITEMS. - UPDATE PHYSICAL ENVIRONMENT OF AN AREA EACH QUARTER: HOME 116 WALLS REPAIRED AND PAINTED, NEW CABINETS, FURNITURE, AND ARTWORK. UPDATED B3 CONFERENCE ROOM. UPDATED QIDP/SSC SUPERVISOR OFFICE: WALL REPAIR, PAINT, AND DEEP CLEAN. 37571298 46149701 MANAGEMENT OF HAZELWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- END OF SEPTEMBER 2024: HEAT BOOSTERS INSTALLED ON THE DISHWASHER TO HELP MAINTAIN REGULATORY TEMPERATURES.- OCTOBER 2024 - DECEMBER 2024: - A NEW GAS STOVE WAS INSTALLED IN THE KITCHEN TO REPLACE THE OLD NON-WORKING ONE IN OCTOBER 2024.- THE NURSING DEPARTMENT DID A MESA SUECA (CUBAN HOLIDAY MEAL), PREPARED BY THE NURSING STAFF. THEY ALSO DID A SOUP & STEW DAY WHERE ALL SHIFTS COULD PARTAKE OF HOMEMADE SOUPS. THIS WAS A PART OF THEIR ONGOING PROGRAM TO RETAIN NURSES AND DECREASE/ELIMINATE HIGHER TURNOVER AS THEY HAD IN THE PAST. RETAINED NURSES GET TO KNOW THEIR PATIENTS AND FACILITY PROCESSES BETTER AND PROVIDE A HIGHER QUALITY OF CARE FOR OUR PATIENTS.- THE NURSING DEPARTMENT LOST ONLY 1 NURSE DURING THIS TIMEFRAME, AND IT WAS DUE TO HER ACHIEVING HIGHER EDUCATION AS AN APRN AND LEAVING FOR AN APRN JOB.- HAZELWOOD'S ENRICHMENT DEPARTMENT (EC) PARTNERED WITH THE LOUISVILLE BALLET COMPANY FOR A CREATIVE MOVEMENT EXERCISE.- SOME RESIDENTS GOT TO SEE THE LOUISVILLE BALLET PRODUCTION OF THE NUTCRACKER, THE KOSAIR SHRINE GLOW CIRCUS AND/OR CHRISTMAS AT THE KINGDOM KENTUCKY KINGDOM, FREE OF CHARGE.- HAZELWOOD EC- HALLOWEEN PARTY (CLIENTS ASSISTED IN MAKING SOME COSTUMES) AND CHRISTMAS PARTY/ACTIVITIES (MADE ORNAMENTS, WITH ADDITIONAL ACTIVITIES FOR THE MONTH, AND FESTIVE SPIRIT WEEK.) - HAZELWOOD AND BINGHAM GARDENS' ECS WORKED TOGETHER FOR THE HOLIDAY BAZAAR, HOT CHOCOLATE BAR/DOUGHNUTS FOR STAFF AND FUNDRAISED FOR THE RONALD MCDONALD HOUSE. BOTH CAMPUSES MADE HOLIDAY TREATS IN THEIR ADAPTIVE COOKING CLASSES AND SOLD THEM FOR $1 TO DONATE. HAZELWOOD CLIENTS PREPARED PEANUT BRITTLE AND NO-BAKED COOKIES. BINGHAM CLIENTS PREPARED CUPCAKES.- VOLUNTEERING NUMBERS INCREASED FOR THE QUARTER TO 23 FOR HAZELWOOD WITH THE RONALD MCDONALD HOUSE.- BOARD OF HEALTH SCORE OF 100% FOR KITCHEN INSPECTION ON 12/11/24. - JANUARY 2025 - JUNE 2025:- HAZELWOOD GOT A NEW MILNOR WASHING MACHINE IN THE LAUNDRY. - COMMUNITY HOMES RESIDENTS PARTICIPATED IN EASTER PARADE.- COMMUNITY HOMES HOSTED A MUSIC GROUP WITH OUR NEW FRIENDS FROM DOWN SYNDROME OF LOUISVILLE.- RESIDENT'S ARTWORK IS ON DISPLAY AT WILDER CAF IN CRESTWOOD.- RESIDENT'S ARTWORK IS ON DISPLAY AT MT. WASHINGTON FLORIST & COFFEE SHOP.- BENEFIT CONCERT FOR CRUSADE FOR CHILDREN AT BA COLONIAL WITH FALLS CITY FREELOADERS PERFORMING. - FIRST SPIRITUALITY GROUP WAS HOSTED BY THE COMMUNITY HOMES AT HAZELWOOD.- THE RESIDENTS ARE MAKING NEW ITEMS DURING SEWING GROUP AT WINDSONG. CURRENTLY THEY ARE MAKING CLOTHING PROTECTORS, SMALL PURSES, AND TOTE BAGS.- A RESIDENT CONDUCTED A WORKSHOP WITH CEDAR LAKE TO TEACH THEM HOW TO MAKE KEYCHAINS.- NEW ENRICHMENT CENTER INSTRUCTOR HIRED AT WINDSONG.- IT REPLACED 3 END-OF-LIFE NETWORK SWITCHES WITH NEW ENTERPRISE GRADE NETWORK SWITCHES. - IT REPLACED 37 WINDOWS 10 COMPUTERS WITH NEW WINDOWS 11 COMPUTERS. - THE TRANSITIONS DEPARTMENT SUCCESSFULLY TRANSITIONED 1 INDIVIDUAL DURING THIS TIMEFRAME, THEREFORE MEETING THE CONTRACT GOAL. - RESPIRATORY REPLACED THE TOPS TO THEIR FIVE MEDICATION CARTS. - 245 APPOINTMENTS COMPLETED IN THE OUTPATIENT SPECIALTY CLINIC.- 6 NEW PATIENTS ESTABLISHED IN THE CLINIC.- PSYCHIATRY SCHEDULING FOR BOTH OUTPATIENT SPECIALTY CLINIC AND HAZELWOOD/COMMUNITY HOMES IMPROVED.- NONINVASIVE PORTABLE BLADDER SCANNER OBTAINED TO HELP DECREASE THE RISK OF UTIS AND HOSPITALIZATIONS DUE TO NEUROSEPSIS.- TRANSITIONS PRESENTED AT BINGHAM GARDENS RESIDENT COUNCIL MEETING ON 7/18/25 TO DISCUSS THE STANDARD SUPPORT NEEDED, TYPES OF HOMES WITH PICTURES, AND TYPES OF NEIGHBORHOOD SETTINGS WITH PICTURES. - A WINDSONG COMMUNITY ICF RESIDENT SET UP A TABLE AT THE GASLIGHT FESTIVAL ON SEPTEMBER 13TH AND SOLD $280 IN MERCHANDISE TO BENEFIT THE CRUSADE FOR CHILDREN.- KARAOKE GROUP IN AUGUST AT THE BA COLONIAL THIS IS AN ACTIVITY THAT THE RESIDENTS ENJOY, AND WE HOPE TO CONTINUE TO HAVE THE ACTIVITY ON A REGULAR BASIS.- THE THERAPY TEAM ATTENDED THE NATIONAL Q CONFERENCE ON AUGUST 6TH AND PRESENTED THEIR RELATIONSHIPS REIMAGINED MODEL. THE RESPONSE WAS POSITIVE, AND THEY HAD LOTS OF QUESTIONS FROM PARTICIPANTS AFTERWARDS. THEY ALSO PRESENTED AT HAZELWOOD ON AUGUST 26TH.- SURVEY COMPLETED AT MEADOWS AND WINDSONG WITH ZERO DEFICIENCIES. DEL MARIA SURVEY COMPLETED WITH ONE DEFICIENCY FOR EXPIRED FOOD AND ONE LIFE SAFETY DEFICIENCY FOR AN OPEN SMOKE BARRIER DOOR IN THE ATTIC. - WINDSONG RESIDENT ENTERED A QUILT THAT SHE MADE IN THE STATE FAIR TEXTILES EXHIBIT AND WON A BLUE RIBBON. EMILY MCWILLIAMS PTA ASSISTED HER WITH THE PROJECT.- MEADOWS HOSTED 4TH OF JULY PARTY ON JULY 3RD FOR ALL COMMUNITY HOMES. - WINDSONG HAD NEW FLOORING INSTALLED IN ONE OF THE BEDROOMS. - SEPTEMBER 24, 2025, THE KITCHEN AT HAZELWOOD WAS INSPECTED BY THE BOARD OF HEALTH AND RECEIVED A SCORE OF 98%! MINOR DEFICIENCIES WERE IMMEDIATELY CORRECTED. - HAZELWOOD-THE ENRICHMENT CENTER WAGE HOUR DIVISION CERTIFICATE HAS BEEN RENEWED UNTIL 4/30/2027. THE WIOA (CAREER COUNSELING VIDEO, CAREER COUNSELING COURSE QUIZ AND SURVEY QUESTIONS) PROCESS WAS COMPLETED. KY.GOV SENT THE CLIENTS PERSONAL CERTIFICATES BUT THEIR NAMES WERE MISSPELLED. NOW WE ARE WAITING FOR THE CORRECTED CLIENTS' CERTIFICATES TO ARRIVE TO HAVE THEM PLACED IN MEDITECH.- HW-EC ATTENDANCE PROGRESSED- JUNE 76%, JULY 88%, AND AUG 100%- BG-EC ATTENDANCE PROGRESSED-JUNE 88%, JULY 83%, AND AUG 100%- HW AND CH EC'S ENTERED ART/CRAFT ITEMS INTO THE KENTUCKY STATE FAIR AND RECEIVED PARTICIPATION RIBBONS.- HW EC CONDUCTED, FORMATTED, AND HOSTED A CAMPUS TALENT SHOW.- HW EC CLUBS ARE EXPERIENCING/LEARNING NEW THINGS, TAKING COMMUNITY OUTINGS, AND PARTICIPATING IN ACTIVITIES AFFILIATED WITH THE CLUBS. - THE EC DEPT. RECEIVED TICKETS TO LOUISVILLE SLUGGER RIVER BATS GAME (SEPT 16TH) FROM JENNIFER CHAPPELLE, METRO COUNCIL DISTRICT 15 OFFICE, MUHMMAD ALI CENTER (OCT 4TH), AND THE LOUISVILLE BALLET CO. BROWN AND FORMAN NUTCRACKER (DEC 14TH). ALL TICKETS WILL PERMIT FREE ENTRY TO CLIENTS AND THEIR ATTENDING STAFF.- WORKING WITH OUR COLLEGIATE PARTNERS, WE HAD 3 PT STUDENTS (1 FROM UK, 1 FROM SAINT LOUIS UNIVERSITY, 1 FROM BELLARMINE) WORKING WITH US.- PHYSICAL THERAPY DEVELOPED A PROCESS TO BEGIN TO USE THE HOME OF THE INNOCENTS' POOL IN AUGUST 2025 DUE TO WORK BEING CONDUCTED ON HAZELWOOD'S POOL. THIS SUPPORTS CONTINUED THERAPY FOR THE RESIDENTS WHO NEED IT.- SUPPORTED INDIVIDUAL FOR SPASTICITY MANAGEMENT WITH OUTSIDE PHYSICIAN.- TRAUMA INFORMED CARE SURVEYS HAD POSITIVE GROWTH NOTED. 9823218 12066088 MANAGEMENT OF BINGHAM GARDENS FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:-OCTOBER 2024 - DECEMBER 2024:- VOLUNTEERING NUMBERS INCREASED FOR THE QUARTER TO 18 FOR BINGHAM GARDENS WITH THE RONALD MCDONALD HOUSE.- DECEMBER 2024, A BEHAVIOR ANALYST POSITION WAS FILLED WHICH MARKED THE COMPLETION OF FILLING THE LAST VACANCY IN THE CLINICAL SERVICES DEPARTMENT.- PARTNERED WITH LYNDHURST UNITED METHODIST CHURCH, FREE OF CHARGE, TO UTILIZE SPACE TO CONDUCT ENRICHMENT CENTER (EC) ACTIVITIES UNTIL RENOVATIONS ARE COMPLETED AT LEE SPECIALTY CLINIC'S EC SPACE. - JANUARY 2025 - JUNE 2025:- JANUARY 2025 NUTRITIONAL SERVICES PURCHASED 6 MEDICAL GRADE WEIGHT SCALES FOR NURSING.- JANUARY 2025 NUTRITIONAL SERVICES PURCHASED NEW DISHWASHERS PER MAINTENANCE.- THE RENOVATION OF ALL TUBS AND SHOWERS WAS COMPLETED IN ALL HOMES. (FEBRUARY 2025)- WEEKLY ROUNDING THROUGH THE HOMES WITH THE DIRECTOR AND SODEXO MANAGERS HAS RESULTED IN IMPROVED CLEANLINESS IN THE HOMES. - IN THE BEHAVIOR DEPARTMENT, THE OVERHAUL OF CHALLENGING REPLACEMENT SKILLS TRAINING INCLUDES INCREASED OBSERVATIONS AS WELL AS INCREASED MODELING AND STAFF TRAINING OF IMPLEMENTATION ACROSS ALL ENVIRONMENTS. THIS HAS RESULTED IN INCREASED MASTERY OF REPLACEMENT SKILLS AND REDUCTION IN CHALLENGING BEHAVIOR FOR MANY OF OUR INDIVIDUALS.- CLIENTS FUNDRAISED FOR THE RONALD MCDONALD HOUSE BY MAKING HOLIDAY TREATS IN THEIR ADAPTIVE COOKING CLASSES AND SELLING THEM AT THE HOLIDAY BAZAAR HOT CHOCOLATE & DOUGHNUT BAR. - EC DEPARTMENT ATTENDED AUTISM TRAINING FROM THE UNIVERSITY OF LOUISVILLE, KENTUCKY AUTISM TRAINING CENTER. - CLIENT ATTENDANCE TO THE ENRICHMENT CENTER INCREASED. - BINGHAM GARDENS RETAINED THE QIDPS, SOCIAL SUPPORT COORDINATORS, HOME MANAGERS, RNCS AND COMMUNITY HOME DIRECTOR WITH 0 TURNOVERS. - ZERO TURNOVER IN THE NURSING DEPARTMENT FROM OCTOBER 24-DECEMBER 24. - HIRED ADON (JUNE 2025). - NEW BLOCKHOUSE FURNITURE WAS PURCHASED FOR THE HOMES AND THE ENRICHMENT CENTER. - THE ENRICHMENT CENTER AND RESIDENTIAL HOSTED A HALLOWEEN PARTY AND CHILI COOK-OFF. - THE ENRICHMENT CENTER RECEIVED DONATED KENTUCKY KINGDOM TICKETS FOR CLIENTS TO ATTEND CHRISTMAS AT THE KINGDOM. - DIETARY FACILITATED SEVERAL OUTINGS AND ACTIVITIES: - OUTINGS TO THE POOL - HOSTED SEVERAL HOLIDAY PARTIES FOR CLIENTS TO ENJOY (BIRTHDAYS, EASTER, JUNETEENTH, MEMORIAL DAY, SUPER BOWL, ETC.) - THREW AN ALLERGY FRIENDLY COOKOUT FOR ONE OF OUR CLIENTS' BIRTHDAYS, WHO HAS 6 ALLERGIES TO MAKE HIM FEEL INCLUDED. - WE HAVE CREATED TWO COMPLETELY REVAMPED MENUS ACCOMMODATING ALLERGIES ON CAMPUS. - SEVERAL CLIENTS HAVE HAD A DESIRED WEIGHT LOSS OVER THE PAST 6 MONTHS. COMPLETED DIET EDUCATION WITH SEVERAL CLIENTS, ESPECIALLY THE NEW ONE ON CAMPUS. - CONDUCTED EXERCISE LEARNING OBJECTIVES ON A FEW CLIENTS WITH SOME SUCCESS. - DIETARY MOVED THEIR OFFICE TO BINGHAM GARDENS' CAMPUS TO PROVIDE MORE SUPPORT TO STAFF AND BE READILY AVAILABLE ON CAMPUS MORE. - DIETARY ADVOCATED WAFFLE MAKERS OR OTHER ITEMS FOR COOKING TO HELP DSPS AND CLIENTS PREPARE FOOD, ESPECIALLY FOR THE CLIENTS WITH SEVERAL ALLERGIES. THEY WERE PURCHASED. - TWO CLIENTS PARTICIPATED IN SPECIAL OLYMPICS. 96825489 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 69 0 1 913 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 KY X NATHAN MILLAY CFO 8592531686 1351 NEWTON PIKE LEXINGTON KY 40511 ROBERT BLYTHE BOARD DIRECTOR 0.80 X 0 0 0 BEN CHANDLER BOARD DIRECTOR 0.80 X 0 0 0 SUSAN STARLING CHAIRMAN 0.80 X X 0 0 0 PEGGY TUDOR BOARD DIRECTOR 0.80 X 0 0 0 RON KIBBEY BOARD DIRECTOR 0.80 X 0 0 0 HAROLD MCKINNEY BOARD DIRECTOR 0.80 X 0 0 0 BOBBI JO LEWIS BOARD DIRECTOR 0.80 X 0 0 0 MARY JUNE BRUNKER BOARD DIRECTOR 0.80 X 0 0 0 SUNDAY OBI BOARD DIRECTOR 0.80 X 0 0 0 KELLY DYCUS BOARD DIRECTOR (THRU 4.2025) 0.80 X 0 0 0 VICKI BROWN BOARD DIRECTOR 0.80 X 0 0 0 KAREN WARD BOARD DIRECTOR 0.80 X 0 0 0 SCOTT GOULD BOARD DIRECTOR 0.80 X 0 0 0 PHIL BERGER BOARD DIRECTOR 0.80 X 0 0 0 STEVE FISHER VICE CHAIRMAN 0.80 X X 0 0 0 TRACI BROWN BOARD DIRECTOR 0.80 X 0 0 0 MIKE DENNEY SECRETARY (THRU 6.2025) 0.80 X X 0 0 0 SANNIE OVERLY TREASURER 0.80 X X 0 0 0 JOCK CONLEY BOARD DIRECTOR 0.80 X 0 0 0 DANA ROYSE INCOMING PRESIDENT/CEO (EFF. 1.2025) 4.00 36.00 X 0 296407 47900 NATHAN MILLAY CFO (EFF. 1.2025) 4.00 36.00 X 0 193872 29120 DEE WERLINE PRESIDENT/CEO 4.00 36.00 X 0 465563 43898 ADAM WRIGHT CAO (EFF. 11.2024) 38.00 X 162362 0 35138 DAVID PHELPS CAO (THRU 10.2024) 38.00 X 231076 0 28159 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 38.00 X 158132 0 36235 RICHARD VAN DAM MEDICAL DIRECTOR 38.00 X 298431 0 35020 GEORGE KARGAS SPECIALITY CLINIC DIRECTOR 38.00 X 285680 0 44264 CAROLYN DOBBS DIRECTOR OF PHARMACY 38.00 X 150733 0 26461 CHRISTOPHER WILLIAMS DIRECTOR OF NURSING 38.00 X 133788 0 33185 1420202 955842 359380 50 0 1 0 SODEXHO OPERATIONS LLC 4880 PAYSPHERE CIRCLE CHICAGO IL 60673 FOOD SERVICE 5210334 CARDINAL HEALTH 7000 CARDINAL PLACE DUBLIN OH 43017 PHARMACEUTICAL AND MEDICAL SUPPLIES 1734596 IMPACT EMPLOYMENT SOLUTIONS OF KY LLC 1188 S LAUREL RD LONDON KY 40744 STAFFING AGENCY 918440 PROLINK HEALTHCARE LLC 10700 MONTGOMERY ROAD STE 226 CINCINNATI OH 45242 STAFFING AGENCY 708025 CROTHALL SERVICE GROUP 13025 COLLECTION CTR CHICAGO IL 60696 JANITORIAL SERVICE 644164 12 STATE CONTRACT REVENUE 623990 117619267 117619267 PATIENT PAYEE INCOME 623990 1313748 1313748 118933015 116938 116938 119049953 118933015 0 116938 351513 351513 33444075 27535743 5908332 4474627 3482503 992124 5825988 4373557 1452431 2467773 2018735 449038 7941768 7941768 22061 22061 111849 111849 3508 3508 2845015 2269743 575272 1574811 1574090 721 20835 12887 7948 41777 20663 21114 1163848 58816 1105032 PURCHASED SERVICES 46444675 44145688 2298987 SUPPLIES 9881186 9704327 176859 CLIENT PERSONAL SPENDIN 1313738 1313738 MISCELLANEOUS 804900 276998 527902 199058 38001 161057 118933005 96825489 22107516 0 3305 4305 12821990 9108236 9074160 15353617 279368 13524 228322 186578 22407145 24666260 4362565 4999519 4076693 5409326 8439258 10408845 X 13967887 14257415 13967887 14257415 22407145 24666260 116948 172580 0 X X 0 1 X 1 0 X 25476 25476 96640458 100128061 99093133 113530045 118933015 528324712 96640458 100128061 99093133 113555521 118933015 528350188 0 0 0 528350188 87265 79235 89866 120442 116938 493746 87265 79235 89866 120442 116938 493746 30 40 52 122 96727753 100207336 99183051 113675963 119049953 528844056 0.99910 0.99900 0.00090 0.00100 X 0 RELATED PARTY PAYABLES 5249858 OPERATING LEASE LIABILITIES 159468 5409326 X 119222533 172580 172580 119049953 0 119049953 118933005 0 118933005 0 118933005 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, 2025. AS OF JUNE 30, 2025, 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 404174 0 60201 0 1188 0 30528 0 13370 0 509461 0 0 DANA ROYSE INCOMING PRESIDENT/CEO (EFF. 1.2025) 0 276137 0 20000 0 270 0 27704 0 20196 0 344307 0 0 RICHARD VAN DAM MEDICAL DIRECTOR 298161 0 0 0 270 0 27494 0 7526 0 333451 0 0 0 GEORGE KARGAS SPECIALITY CLINIC DIRECTOR 283895 0 0 0 1785 0 26440 0 17824 0 329944 0 0 0 DAVID PHELPS CAO (THRU 10.2024) 221076 0 10000 0 0 0 19536 0 8623 0 259235 0 0 0 NATHAN MILLAY CFO (EFF. 1.2025) 0 168692 0 25000 0 180 0 17854 0 11266 0 222992 0 0 ADAM WRIGHT CAO (EFF. 11.2024) 162092 0 0 0 270 0 15189 0 19949 0 197500 0 0 0 JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 157358 0 0 0 774 0 14910 0 21325 0 194367 0 0 0 CAROLYN DOBBS DIRECTOR OF PHARMACY 150219 0 100 0 414 0 14301 0 12160 0 177194 0 0 0 CHRISTOPHER WILLIAMS DIRECTOR OF NURSING 133374 0 0 0 414 0 12635 0 20550 0 166973 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 102574 EMPLOYMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: DAVID W. PHELPS, CHIEF ADMINISTRATIVE OFFICER (KEY EMPLOYEE, RESIGNED 10.31.2024) 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