Skip to content
Nonprofiteer
← NEW VISTA BEHAVIORAL HEALTHCARE INC

Form 990 for tax year 2023

Filed by NEW VISTA BEHAVIORAL HEALTHCARE INC.

Totals

Total revenue
$75,354,936
Total expenses
$72,022,728
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$75,354,936
Investment income
$0
Other revenue
$0
Total assets, end of year
$10,488,508
Total liabilities, end of year
$11,659,374
Net assets or fund balances, end of year
-$1,170,866
Program services expenses (Part IX)
$71,584,057
Management and general expenses
$438,671
Fundraising expenses
$0
Program service expenses (Part III)
$71,584,057

Program services were 99.4% 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.

  • 2a · Program service revenue: STAFFING REVENUE

    total $74,550,505 · related or exempt $74,550,505

  • 2b · Program service revenue: STATE CONTRACT REVENUE

    total $773,092 · related or exempt $773,092

  • 2c · Program service revenue: PATIENT RENTAL INCOME

    total $28,739 · related or exempt $28,739

  • 2d · Program service revenue: PATIENT PAYEE INCOME

    total $2,600 · related or exempt $2,600

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $59,172,493 · program services $59,172,493

  • 8 · Pension plan contributions

    total $1,111,460 · program services $1,111,460

  • 9 · Other employee benefits

    total $6,484,319 · program services $6,484,319

  • 10 · Payroll taxes

    total $4,361,383 · program services $4,361,383

  • 11a · Fees: management

    total $122,952 · management and general $122,952

  • 11c · Fees: accounting

    total $28,906 · management and general $28,906

  • 13 · Office expenses

    total $12,460 · program services $12,460

  • 16 · Occupancy

    total $5,078 · program services $5,078

  • 17 · Travel

    total $345,891 · program services $345,891

  • 20 · Interest

    total $229,896 · management and general $229,896

  • 22 · Depreciation, depletion and amortization

    total $16,250 · program services $16,250

  • 23 · Insurance

    total $6,492 · program services $6,492

  • 24a · Other expenses: PURCHASED SERVICES

    total $104,460 · program services $47,543 · management and general $56,917

  • 24b · Other expenses: SUPPLIES

    total $14,475 · program services $14,475

  • 24c · Other expenses: CLIENT PERSONAL SPENDIN

    total $2,600 · program services $2,600

  • 24d · Other expenses: MISCELLANEOUS

    total $2,309 · program services $2,309

  • 24e · All other expenses

    total $1,304 · program services $1,304

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,365,925 · end of year $3,956,122

  • 4 · Accounts receivable

    beginning of year $64,623 · end of year $127,983

  • 10a · Land, buildings and equipment: cost or other basis

    $48,750

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,604

  • 10c · Land, buildings and equipment, net

    beginning of year $47,396 · end of year $31,146

  • 15 · Other assets

    beginning of year $6,024,005 · end of year $6,373,257

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,568,129 · end of year $5,455,738

  • 25 · Other liabilities

    beginning of year $13,436,894 · end of year $6,203,636

  • 27 · Net assets without donor restrictions

    beginning of year -$4,503,074 · end of year -$1,170,866

Mission and programs · 2023

Mission

TO PROVIDE AN ARRAY OF HEALTH AND HUMAN SERVICES TO IMPROVE THE QUALITY OF LIFE AND OUTCOMES FOR INDIVIDUALS SEEKING THE SERVICES.

  • BRAIN INJURY SERVICES:THROUGH A CONTRACT WITH DAIL, NEW VISTA BEHAVIORAL HEALTHCARE, INC. PROVIDED SPECIALIZED SERVICES TO INDIVIDUALS WITH TRAUMATIC BRAIN INJURIES. THESE SERVICES, DESIGNED TO LAST NO LONGER THAN NINE MONTHS, TARGETED INDIVIDUALS IN CRISIS DUE TO BEHAVIORAL, MEDICAL, OR HOUSING INSTABILITY.DURING THEIR STAY, NEW VISTA COMPLETED COMPREHENSIVE ASSESSMENTS AND COORDINATED CARE, INCLUDING PSYCHIATRY, PRIMARY CARE, BEHAVIORAL SUPPORTS, AND OTHER THERAPIES AS NEEDED, BASED ON INDIVIDUALIZED SUPPORT PLANS. ADDITIONALLY, THEY WORKED CLOSELY WITH FAMILIES AND LEGAL GUARDIANS TO DETERMINE THE APPROPRIATE LONG-TERM CARE NEEDS AND FACILITATE TRANSITIONS TO STABLE, LONG-TERM LIVING ENVIRONMENTS.THE GOAL OF THESE SERVICES WAS TO ENSURE THAT INDIVIDUALS IN CRISIS COULD STABILIZE AND TRANSITION INTO APPROPRIATE, LONG-TERM SUPPORTS TAILORED TO THEIR NEEDS.

    Expenses $764,176 · Revenue $804,431

  • STAFFING:THE ORGANIZATION PROVIDES STAFFING TO NEW VISTA OF THE BLUEGRASS, INC. AND NEW VISTA COMMUNITIES, INC. TO ASSIST THOSE ORGANIZATIONS IN PROVIDING PROGRAM SERVICES RELATED TO THE MISSIONS OF THOSE ORGANIZATIONS.

    Expenses $70,819,881 · Revenue $74,550,505

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

Listed in Part VII

  • Connie Morgan

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Traci Brown

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.8

  • Scott Gould

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Ben Chandler

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Jock Conley

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Karen Ward

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Mike Denney

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Mary June Brunker

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Phil Berger

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Ron Kibbey

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Steve Fisher

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Sunday Obi

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Taylor Porter

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Bobbi Jo Lewis

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8

  • Susan Starling

    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

  • Sannie Overly

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • 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

  • 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

  • Tamela Gilbert

    PSYCHIATRIST

    Total calculated
    $332,783
    From this org
    $308,074
    From related orgs
    $0
    Other
    $24,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,300
    Bonus
    $0
    Other
    $774
    Deferred
    $15,440
    Nontaxable benefits
    $9,269
    Filer's total
    $332,783

  • Arun Kaithi

    PSYCHIATRIST

    Total calculated
    $254,346
    From this org
    $247,846
    From related orgs
    $0
    Other
    $6,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,846
    Bonus
    $0
    Other
    $0
    Deferred
    $6,500
    Nontaxable benefits
    $0
    Filer's total
    $254,346

  • Yucho Shih

    PSYCHIATRIST

    Total calculated
    $322,622
    From this org
    $275,027
    From related orgs
    $0
    Other
    $47,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,839
    Bonus
    $0
    Other
    $1,188
    Deferred
    $14,204
    Nontaxable benefits
    $33,391
    Filer's total
    $322,622

  • Fred Kinnicutt

    PSYCHIATRIST

    Total calculated
    $308,418
    From this org
    $271,977
    From related orgs
    $0
    Other
    $36,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,789
    Bonus
    $0
    Other
    $1,188
    Deferred
    $0
    Nontaxable benefits
    $36,441
    Filer's total
    $308,418

  • Cory McGlone

    CHIEF INFORMATION OFFICER

    Total calculated
    $215,364
    From this org
    $180,296
    From related orgs
    $0
    Other
    $35,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,116
    Bonus
    $25,000
    Other
    $180
    Deferred
    $7,299
    Nontaxable benefits
    $27,769
    Filer's total
    $215,364

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 1A
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 NEW VISTA OF THE BLUEGRASS INC

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202423139349300412

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.