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Nonprofiteer
← NEW VISTA COMMUNITIES INC

Form 990 for tax year 2023

Filed by NEW VISTA COMMUNITIES INC.

Totals

Total revenue
$113,675,963
Total expenses
$113,555,521
Contributions and grants received
$25,476
Grants paid
$0
Program service revenue
$113,530,045
Investment income
$120,442
Other revenue
$0
Total assets, end of year
$22,407,145
Total liabilities, end of year
$8,439,258
Net assets or fund balances, end of year
$13,967,887
Program services expenses (Part IX)
$91,437,701
Management and general expenses
$22,117,820
Fundraising expenses
$0
Program service expenses (Part III)
$91,437,701

Program services were 80.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $25,476

  • 2a · Program service revenue: STATE CONTRACT REVENUE

    total $112,385,350 · related or exempt $112,385,350

  • 2b · Program service revenue: PATIENT PAYEE INCOME

    total $1,144,695 · related or exempt $1,144,695

  • 3 · Investment income

    total $120,442 · excluded $120,442

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $250,592 · management and general $250,592

  • 7 · Other salaries and wages

    total $30,905,603 · program services $24,842,216 · management and general $6,063,387

  • 8 · Pension plan contributions

    total $4,369,999 · program services $3,342,349 · management and general $1,027,650

  • 9 · Other employee benefits

    total $6,708,146 · program services $4,981,158 · management and general $1,726,988

  • 10 · Payroll taxes

    total $2,283,203 · program services $1,826,981 · management and general $456,222

  • 11a · Fees: management

    total $7,941,768 · management and general $7,941,768

  • 11b · Fees: legal

    total $751 · management and general $751

  • 11c · Fees: accounting

    total $33,314 · management and general $33,314

  • 11g · Fees: other

    total $3,942 · management and general $3,942

  • 12 · Advertising and promotion

    total $11,259 · program services $1,407 · management and general $9,852

  • 13 · Office expenses

    total $2,531,781 · program services $1,994,201 · management and general $537,580

  • 16 · Occupancy

    total $1,431,701 · program services $1,429,982 · management and general $1,719

  • 17 · Travel

    total $23,302 · program services $13,715 · management and general $9,587

  • 19 · Conferences, conventions and meetings

    total $44,153 · program services $5,912 · management and general $38,241

  • 23 · Insurance

    total $1,067,458 · program services $56,196 · management and general $1,011,262

  • 24a · Other expenses: PURCHASED SERVICES

    total $43,846,597 · program services $41,638,217 · management and general $2,208,380

  • 24b · Other expenses: SUPPLIES

    total $10,094,514 · program services $9,869,461 · management and general $225,053

  • 24c · Other expenses: CLIENT PERSONAL SPENDIN

    total $1,144,695 · program services $1,144,695

  • 24d · Other expenses: MISCELLANEOUS

    total $656,795 · program services $264,584 · management and general $392,211

  • 24e · All other expenses

    total $205,948 · program services $26,627 · management and general $179,321

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,305 · end of year $3,305

  • 2 · Savings and temporary cash investments

    beginning of year $15,208,050 · end of year $12,821,990

  • 4 · Accounts receivable

    beginning of year $5,978,310 · end of year $9,074,160

  • 9 · Prepaid expenses and deferred charges

    beginning of year $322,602 · end of year $279,368

  • 15 · Other assets

    beginning of year $19,426 · end of year $228,322

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,206,169 · end of year $4,362,565

  • 25 · Other liabilities

    beginning of year $3,525,715 · end of year $4,076,693

  • 27 · Net assets without donor restrictions

    beginning of year $13,799,809 · end of year $13,967,887

Mission and programs · 2023

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.

Activities or mission (Part I)

MANAGEMENT OF INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

  • MANAGEMENT OF OAKWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- PURCHASED AND INSTALLED EQUIPMENT FOR TWO VIDEO CONFERENCING ROOMS THAT ARE USED FOR HYBRID MONTHLY MEETINGS FOR THE IDT, PATIENTS AND PARENTS/GUARDIANS.- ROADWAY PAVING PROJECT WAS COMPLETED IN JULY.- GAS PLANT WAS REPAIRED AND PAINTED IN AUGUST. - ENRICHMENT CENTER HAD A CHRISTMAS PLAY ON DECEMBER 15TH. - TWO INDIVIDUALS PLACED 2ND AND 4TH IN THE SPECIAL OLYMPICS STATE BOWLING TOURNAMENT. - COMPLIANCE REVISED SOME OF THE AUDIT TOOLS TO MATCH REVISIONS TO POLICIES.- HUMAN RESOURCES HIRED A NEW RECRUITER.- READERS TO LEADERS TRAILS EXPANDED INTO WAYNE CO. - MULTIPLE LIGHTS WERE ADDED TO THE SCALES BUILDING AND LIGHTS WERE REPAIRED BY BUILDING 600.- TWO OFFICE UPDATES WERE COMPLETED IN BUILDING 401.- CANTEEN WAS UPDATED WITH NEW PAINT, FURNITURE AND FLOORING. - BEDROOM WALLS IN HOME 114 WERE REPAIRED AND PAINTED. - PUBLIC TEA PARTIES STARTED BACK AT EXPRESSIONS TEA AND GIFTS IN JANUARY 2024.- EXPRESSIONS TEA & GIFTS PROVIDED JOBS FOR SIX INDIVIDUALS WHO WORKED AS SERVERS/CASHIERS AT THE TEA PARTIES. - ONE CLIENT BEGAN WORKING ONCE A WEEK TO PICK UP HACKNEY GROCERY ORDERS FOR THE COFFEE SHOP. EXPANDED THEIR JOB DUTIES TO TWICE A WEEK TO INCLUDE PICKING UP CLASSROOM PRODUCTS AND DELIVERING THEM TO EXPRESSIONS TEA AND GIFTS.- PRIVATE TEA PARTIES STARTED BACK AT EXPRESSIONS TEA AND GIFTS IN MARCH 2024.- MEDICAL RECORDS SENT 220 BOXES OF ARCHIVED RECORDS TO FRANKFORT.- HOME 101A WAS UPDATED FOR THE BEHAVIOR DEPARTMENT MOVE.- ARTWORK AND DECORATIONS WERE UPDATED IN HOME 101B.- OUTSIDE LIGHT CHECKS WERE COMPLETED, AND BULBS WERE REPLACED.- BEHAVIOR/PSYCHOLOGY SERVICES FACILITATED THE SECOND ROUND OF SKILLS SYSTEM GROUP-COPING SKILLS TRAINING.- BEHAVIOR/PSYCHOLOGY SERVICES FINISHED AN ACADEMIC YEARLONG PRACTICUM FOR AN EKU DOCTORAL STUDENT.- BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBERS PARTICIPATED IN SEVERAL FACILITY WIDE RAPID IMPROVEMENT TEAMS INCLUDING ENHANCED STAFFING REDUCTION, PARTNER HOME PROCESS, AND OFF-GROUNDS MEDICAL APPOINTMENT PROCESS.- A BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBER PARTICIPATED IN IDD SYSTEMS OF CARE MEETING WITH STATEWIDE PSYCHOLOGISTS.- A BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBER PARTICIPATED IN A WORKPLACE HAPPINESS TRAINING.- BEHAVIOR/PSYCHOLOGY DEPARTMENT STAFF MEMBERS PARTICIPATED IN A COMMUNITY MENTAL HEALTH INITIATIVE RESOURCE MAPPING PROGRAM LED BY LOCAL JUDGES.- A DOWNWARD TREND IN SELF-INJURY, PICA, AND RESTRAINTS OCCURRED FOR THE 4TH QUARTER. - HOME 107 WAS UPDATED WITH A NEW A/C UNIT, DRYWALL, AND PAINT.- RENOVATION PLANS WERE FINALIZED FOR HOMES 111, 112, AND 117.- FACILITY-WIDE GENERATOR PROJECT CONTINUED.- THE KITCHEN FREEZER/COOLER PROJECT WAS COMPLETED IN JUNE.

    Expenses $45,952,864 · Revenue $57,042,903

  • MANAGEMENT OF HAZELWOOD FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:- IN OCTOBER 2023, AN ACTIVE TRANSITION CLIENT WITH THE PREVIOUS RESIDENTIAL/ADT PROVIDER AGENCY THAT CLOSED WAS REPLACED TO MAINTAIN "TRANSITION IMMINENT" STATUS. - AT THE END OF OCTOBER 2023, THE WALK-IN COOLER/FREEZER PROJECT WAS COMPLETED IN THE DIETARY DEPARTMENT.- IN NOVEMBER 2023, THE TRANSITIONS DIRECTOR RECEIVED A CERTIFICATE OF APPRECIATION FROM DBHDID FOR HER WORK TRANSITIONING A DEAF INDIVIDUAL INTO THE COMMUNITY. - ON DECEMBER 18, 2023, THE BOARD OF HEALTH INSPECTION FOR DIETARY DEPARTMENT SCORED 100%.- BETWEEN DEL MARIA AND MEADOWS COMMUNITY HOMES RESPECTIVELY, ONE AND THREE ADMISSIONS WERE ACCEPTED. - TWO EC INSTRUCTORS WERE HIRED FOR THE COMMUNITY HOMES IN JANUARY; THIS WAS A NEW POSITION FOR THE HOMES.- IN JANUARY 2024, THE TRANSITIONS DIRECTOR CREATED A TRACKING GUIDE FOR SHORT-TERM AND LONG-TERM CLIENTS FOR MORE ACCURATE REPORTING FOR THE ADVISORY BOARD DOCUMENT. - ON FEBRUARY 8, 2024, THE ECOSURE AUDIT FOR THE DIETARY DEPARTMENT SCORED 99% ON FOOD SAFETY AND 100% ON PHYSICAL SAFETY. - FROM 2023-2024, COVID VACCINATIONS GIVEN BY EMPLOYEE WELLNESS, WITH A LIMITED SUPPLY, WERE UPDATED AND IN FEBRUARY 2024, 12 WERE GIVEN.- IN FEBRUARY 2024, TRANSITIONS SECURED SCL SUPPORT FOR A CLIENT WHICH RAISED THE TRANSITION IMMINENT CATEGORY TOTAL TO TWO. - IN FEBRUARY 2024, THE TRANSITIONS DIRECTOR CREATED A GENERAL GUIDELINE TO FACILITATE INTERNAL TRANSFERS AND ADAPTIVE EQUIPMENT CHECKLIST FOR THE TRANSITION MANUAL.- IN MARCH 2024, THE TRANSITIONS DIRECTOR CREATED AN INTERNAL WAITLIST FOR FUTURE COMMUNITY HOME PLACEMENTS. - CHARLIE'S CHARMS/JOSIE'S SWEET TREATS HELD A POP-UP SHOP AT HAZELWOOD IN FEBRUARY.- NURSING CREATED A SPREADSHEET CONTAINING ALL LEASED RESIDENT AMBULATORY FEEDING PUMPS FROM CARDINAL HEALTH WITH SERIAL NUMBERS, RESIDENTS NAME AND LAST PERFORMANCE CERTIFICATION. THIS SORTABLE SPREADSHEET ALLOWED US TO ENSURE THAT THE PUMPS WERE WITHIN THEIR 2-YEAR PREVENTATIVE MAINTENANCE SCHEDULE, AND THE RESIDENTS AND NURSING HAD FEEDING EQUIPMENT THAT IS BOTH IN WORKING ORDER AND SAFE. AS A BONUS, HAZELWOOD DID NOT HAVE TO PAY BLUEGRASS BIOMEDICAL TO DO YEARLY PERFORMANCE EVALUATIONS THROUGH THEIR COMPANY FOR OUR AMBULATORY PUMPS. - COMPLIANCE WORKED WITH INFORMATION TECHNOLOGY TO TROUBLESHOOT MEDITECH DOWNTIME PROCEDURES, AND RESOLVE ISSUES WITH REPORTS AND DATA UPDATING IN SUMMIT DRS.- COMPLIANCE FOCUSED ON NURSING DOCUMENTATION RELATED TO CLIENT OFF-CAMPUS APPOINTMENTS AND INCIDENT REPORTS, WITH IMPROVEMENTS NOTED FOR ALL AREAS (HAZELWOOD, COMMUNITY HOMES & BINGHAM GARDENS).- COMPLIANCE WORKED ON INSTRUCTIONS/GUIDELINES FOR REGISTERED NURSE - CERTIFIED TO INITIATE/MODIFY DAILY CARE GUIDES (IN CARETRACKER) AS NEEDED.- EMPLOYEE WELLNESS WORKED WITH INFECTION CONTROL TO UPDATE COVID VACCINATION/MISCELLANEOUS VACCINATION CONSENT FORMS FOR RESIDENT VACCINATION WITH 2024 UPDATED COVID VACCINE.- EMPLOYEE WELLNESS HAD A BOOTH AT THE 2024 EMPLOYEE WELLNESS FAIR ON MARCH 21, 2024 TO INCREASE PARTICIPATION IN WELL RIGHT THAT WAS ATTENDED BY 60+ STAFF.- NEW WINDOWS WERE INSTALLED IN THE 1 SOUTH CORRIDOR.- NEW LED LIGHTING WAS UPGRADED THROUGHOUT HAZELWOOD.- NEW FLOORING WAS INSTALLED IN PHYSICAL THERAPY AND THE FRONT LOBBY. - THE PAVILION WAS UPGRADED.- NEW DEHUMIDIFIER FOR POOL AREA.- IN 2023, THE ENRICHMENT CENTER (EC) PROVIDED CLASS/ACTIVE TREATMENT IN THE HOME LIVING UNITS. WITH THE REOPENING OF EC, THE ATTENDANCE WAS AT 91%.- CENTER MONITORS COMPLETED TRAUMA INFORMED CARE TRAINING. - IN LAUNDRY, LAUNDERED LINEN AND CLOTHING STARTED BEING WEIGHED SO IT IS KNOWN THE EXACT WEIGHT THAT IS LAUNDERED EACH DAY/WEEK/ MONTH. THIS INFORMATION WAS HELPFUL FOR THE BUSINESS OFFICE.- CONVERTED HAZELWOOD LABORATORY TO A CERTIFICATE OF WAIVER.- CLOSED HAZELWOOD RADIOLOGY IN FAVOR OF A MORE COST-EFFECTIVE IMAGING SOLUTION.- HIRED A NEW DENTIST.- ADDED TWELVE NEW PATIENTS TO SPECIALTY CLINIC.- 972 TOTAL APPOINTMENTS IN THE OUTPATIENT SPECIALTY CLINIC.- HUMAN RESOURCES IMPLEMENTED NEW FORMS FOR HIRING MANAGERS/SUPERVISORS TO COMPLETE WHEN HIRING, TERMINATING, AND/OR MAKING EMPLOYEE CHANGES TO JOB TITLES, SALARY, ETC. THIS CHANGE UNIFORMED US ACROSS ALL ICF'S AS WELL AS MATCH FORMS TO THE REGIONAL OFFICE. THIS WAS EFFECTIVE 7/1/2024.- A 3% COST OF LIVING INCREASE FOR ALL EMPLOYEES WAS IMPLEMENTED AND EFFECTIVE 6/23/2024.- IN MAY 2024, MEDICAL STAFF MADE DERBY HATS WITH THE CLIENTS.- 771 PATIENTS WERE SEEN IN THE SPECIALTY CLINIC, 447 OUTPATIENTS WERE SEEN, 142 PATIENTS WERE SEEN IN DENTAL CLINIC, AND 242 PATIENTS SEEN IN PSYCHIATRY CLINIC.- TEAMBUILDING ACTIVITY COMPLETED IN THE MEDICAL DEPARTMENT.- AMAPS AND PHYSICALS WERE PERFORMED ON TIME WITH NO LATE REPORTS.- NO TURNOVER IN THE MEDICAL DEPARTMENT. - INFORMATION TECHNOLOGY REPLACED TWELVE OUTDATED ARUBA NETWORK SWITCHES AT HAZELWOOD WITH NEW MERAKI NETWORK SWITCHES.- THE ENRICHMENT CENTER (EC) MANAGER CONTACTED THE BUREAU OF ENGRAVING AND PRINTING TO OBTAIN A SMALL DEVICE THAT READS THE U.S. CURRENCY THAT A PERSON HOLDS. THE DEVICE IS AN I-BILL TALKING BANK NOTE IDENTIFIER. WE RECEIVED TWO DEVICES FREE FOR OUR CLIENTS. THIS DEVICE ENABLED THE EC STAFF TO TEACH INDIVIDUALS WHO ARE VISUALLY IMPAIRED MONEY MANAGEMENT SKILLS ALLOWING THESE TO BE USED FOR COMMUNITY OUTINGS, EMPLOYMENT, AND TRANSITION. - EC CLASSROOMS PARTNERED WITH OCCUPATION THERAPY/PHYSICAL THERAPY TO CONDUCT OCCASIONAL YOGA CLASSES DURING EC HOURS.- BOOK CLUBS, A DERBY EVENT, AND COOKING CLASSES WERE HELD THROUGH THE YEAR TO EXPAND KNOWLEDGE, TEACH SKILLS, AND HAVE FUN.- THE EC DIRECTOR PARTNERED WITH COMMUNITY BUSINESSES TO CREATE WORK OR VOLUNTEER OPPORTUNITIES FOR THE RESIDENTS WITH TWO NEW EMPLOYMENT OPPORTUNITIES GAINED. - WINDSONG RECEIVED A NEW GAZEBO/SITTING AREA FOR THE RESIDENTS.- THE CITY OF JEFFERSONTOWN DONATED SPACE AT THE JEFFERSONIAN FOR THE COMMUNITY HOMES TO HOST THEIR MONTHLY MUSIC GROUP WITH OUR COMMUNITY PARTNERS.- A TASK TO GET ALL RESIDENT IMMUNIZATION INFORMATION IN ONE PLACE WITHIN MEDITECH WAS COMPLETED IN AUGUST 2024.- THE COMMUNITY HOMES PARTICIPATED IN FRIENDSHIP YOGA WITH MARIPOSA AT THEIR FACILITY. WE HAD PREVIOUSLY PARTNERED WITH THEM VIA ZOOM AND THE RESIDENTS WERE EXCITED TO MEET THEIR FRIENDS IN PERSON.- COMMUNITY HOMES RESTARTED THE BOWLING GROUP AND ARE HOPING TO EXPAND THIS GROUP WITH OUR COMMUNITY PARTNERS.- THE WINDSONG ACTIVITIES COMMITTEE COMPLETED THEIR FIRST SEWING PROJECT AS RECOMMENDED BY ONE OF THE RESIDENTS. THEY STARTED WITH A SIMPLE PROJECT, CLOTHING PROTECTORS, TO LEARN BASIC SKILLS.- MOUNT WASHINGTON FLORIST AND COFFEE BAR OFFERED SPACE IN THEIR STORE TO DISPLAY OUR RESIDENT'S ARTWORK. - ON JUNE 10, 2024, THE BOARD OF HEALTH INSPECTION FOR THE KITCHEN WAS 97%. - FINALIZED AND HAD AN OPENING OF THE PAVILION, AN AREA AT HAZELWOOD DESIGNED TO BE A PEACEFUL, CREATIVE SPACE FOR RESIDENTS THAT WAS PRIMARILY FUNDED BY THE GUARDIANS.- OCCUPATION THERAPY STAFF COMPLETED CEU'S FOR AUTISM CERTIFICATION/TRAINING.

    Expenses $35,972,035 · Revenue $44,673,293

  • MANAGEMENT OF BINGHAM GARDENS FACILITY - MAJOR ACCOMPLISHMENTS INCLUDE:NURSING:- DEHUMIDIFIERS WERE ADDED TO MED ROOMS TO ENSURE THE HUMIDITY IS UNDER CONTROL.- STARTED A 2-NURSE SYSTEM FOR HOME MEDICATIONS TO HELP PREVENT PACKING ERRORS. RESIDENTIAL: - COMPASSIONATE CARE TRAINING WAS CONDUCTED AND COMPLETED FOR ALL STAFF.- CARE-TRACKER TRAINING WAS CONDUCTED AND COMPLETED FOR ALL STAFF.- SUCCESSFULLY MOVED RESIDENTS FROM HOME 1 TO HOME 6 FOR THE SHOWER RENOVATION PROJECT.- STAFFED SUCCESSFULLY FOR RESIDENT TEMPORARY MOVE TO HAZELWOOD AND CROSS TRAINING.- RESIDENTS AND STAFF PLANTED VEGETABLES IN THEIR GARDEN.- TWO RESIDENTS PLACED 2ND PLACE IN THE SPECIAL OLYMPICS CHAMPIONSHIP BASEBALL GAME. BEHAVIOR DEPARTMENT:- DISCONTINUED TWO CRISIS PLANS.- COLLABORATED WITH LEE SPECIALTY CLINIC ON MEDICAL IMMOBILIZATION FADING.BINGHAM GARDENS EC:- HELD MANY BIRTHDAY CELEBRATIONS, COOKING CLASSES, AND A DERBY EVENT. - CREATED/BUILT A LEMONADE STAND WITH A BAKE SALE TO TEACH EMPLOYMENT SKILLS, AND NUMBER CONCEPT WITH MONEY AND VALUE SKILLS.- FORMED A PARTNERSHIP WITH LEE SPECIALTY CLINIC FOR SENSORY DAY.- RECYCLING PROJECT /LESSON, CLIENTS TOOK CANS TO THE RECYCLING CENTER FOR THE PROCESS.- HAD FIVE NEW EMPLOYMENTS AND TWO NEW VOLUNTEER OPPORTUNITIES.- HAZELWOOD AND BINGHAM GARDENS RESIDENTS WERE GIVEN FREE TICKETS TO A LOUISVILLE BATS BASEBALL GAME AND THE KENTUCKY STATE FAIR.

    Expenses $9,512,802 · Revenue $11,813,849

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Scott Gould

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Karen Ward

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Connie Morgan

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Jock Conley

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Sannie Overly

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • Phil Berger

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Sunday Obi

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Ben Chandler

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Mary June Brunker

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Susan Starling

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8

  • Bobbi Jo Lewis

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8

  • Robert Blythe

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Harold McKinney

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Traci Brown

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.8

  • Mike Denney

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Ron Kibbey

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Taylor Porter

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Steve Fisher

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Dana Royse

    CFO

    Total calculated
    $289,564
    From this org
    $0
    From related orgs
    $243,346
    Other
    $46,218
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,076 related
    Bonus
    $0
    Other
    $0 + $270 related
    Deferred
    $0 + $24,674 related
    Nontaxable benefits
    $0 + $21,544 related
    Filer's total
    $0 + $289,564 related

  • Dee Werline

    PRESIDENT/CEO

    Total calculated
    $467,858
    From this org
    $0
    From related orgs
    $423,125
    Other
    $44,733
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,186 related
    Bonus
    $0 + $51,751 related
    Other
    $0 + $1,188 related
    Deferred
    $0 + $33,026 related
    Nontaxable benefits
    $0 + $11,707 related
    Filer's total
    $0 + $467,858 related

  • David Phelps

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $245,556
    From this org
    $214,734
    From related orgs
    $0
    Other
    $30,822
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $213,546
    Bonus
    $0
    Other
    $1,188
    Deferred
    $21,451
    Nontaxable benefits
    $9,371
    Filer's total
    $245,556

  • George Kargas

    SPECIALITY CLINIC DIRECTOR

    Total calculated
    $324,972
    From this org
    $272,582
    From related orgs
    $0
    Other
    $52,390
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $270,296
    Bonus
    $0
    Other
    $2,286
    Deferred
    $27,501
    Nontaxable benefits
    $24,889
    Filer's total
    $324,972

  • Richard Van Dam

    MEDICAL DIRECTOR

    Total calculated
    $340,114
    From this org
    $277,312
    From related orgs
    $0
    Other
    $62,802
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $277,132
    Bonus
    $0
    Other
    $180
    Deferred
    $28,598
    Nontaxable benefits
    $34,204
    Filer's total
    $340,114

  • Adam Wright

    FACILITY DIRECTOR

    Total calculated
    $185,719
    From this org
    $151,804
    From related orgs
    $0
    Other
    $33,915
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $151,534
    Bonus
    $0
    Other
    $270
    Deferred
    $15,450
    Nontaxable benefits
    $18,465
    Filer's total
    $185,719

  • James Rybarczyk

    DIRECTOR OF THERAPY SERVICES

    Total calculated
    $187,130
    From this org
    $152,018
    From related orgs
    $0
    Other
    $35,112
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $151,244
    Bonus
    $0
    Other
    $774
    Deferred
    $15,532
    Nontaxable benefits
    $19,580
    Filer's total
    $187,130

  • Carolyn Dobbs

    DIRECTOR OF PHARMACY

    Total calculated
    $169,526
    From this org
    $143,568
    From related orgs
    $0
    Other
    $25,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,154
    Bonus
    $0
    Other
    $414
    Deferred
    $14,752
    Nontaxable benefits
    $11,206
    Filer's total
    $169,526

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BLUEGRASS NEW DIRECTIONS

    C · SOFTWARE SUPPORT · KY · controlled entity

    Directly controlled by BLUEGRASSORG INC

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202403139349300910

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