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← NEW VISTA COMMUNITIES INC

Form 990 for tax year 2024

Filed by NEW VISTA COMMUNITIES INC.

Totals

Total revenue
$119,049,953
Total expenses
$118,933,005
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$118,933,015
Investment income
$116,938
Other revenue
$0
Total assets, end of year
$24,666,260
Total liabilities, end of year
$10,408,845
Net assets or fund balances, end of year
$14,257,415
Program services expenses (Part IX)
$96,825,489
Management and general expenses
$22,107,516
Fundraising expenses
$0
Program service expenses (Part III)
$96,825,489

Program services were 81.4% 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: STATE CONTRACT REVENUE

    total $117,619,267 · related or exempt $117,619,267

  • 2b · Program service revenue: PATIENT PAYEE INCOME

    total $1,313,748 · related or exempt $1,313,748

  • 3 · Investment income

    total $116,938 · excluded $116,938

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $351,513 · management and general $351,513

  • 7 · Other salaries and wages

    total $33,444,075 · program services $27,535,743 · management and general $5,908,332

  • 8 · Pension plan contributions

    total $4,474,627 · program services $3,482,503 · management and general $992,124

  • 9 · Other employee benefits

    total $5,825,988 · program services $4,373,557 · management and general $1,452,431

  • 10 · Payroll taxes

    total $2,467,773 · program services $2,018,735 · management and general $449,038

  • 11a · Fees: management

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

  • 11c · Fees: accounting

    total $22,061 · management and general $22,061

  • 11g · Fees: other

    total $111,849 · management and general $111,849

  • 12 · Advertising and promotion

    total $3,508 · management and general $3,508

  • 13 · Office expenses

    total $2,845,015 · program services $2,269,743 · management and general $575,272

  • 16 · Occupancy

    total $1,574,811 · program services $1,574,090 · management and general $721

  • 17 · Travel

    total $20,835 · program services $12,887 · management and general $7,948

  • 19 · Conferences, conventions and meetings

    total $41,777 · program services $20,663 · management and general $21,114

  • 23 · Insurance

    total $1,163,848 · program services $58,816 · management and general $1,105,032

  • 24a · Other expenses: PURCHASED SERVICES

    total $46,444,675 · program services $44,145,688 · management and general $2,298,987

  • 24b · Other expenses: SUPPLIES

    total $9,881,186 · program services $9,704,327 · management and general $176,859

  • 24c · Other expenses: CLIENT PERSONAL SPENDIN

    total $1,313,738 · program services $1,313,738

  • 24d · Other expenses: MISCELLANEOUS

    total $804,900 · program services $276,998 · management and general $527,902

  • 24e · All other expenses

    total $199,058 · program services $38,001 · management and general $161,057

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,305 · end of year $4,305

  • 2 · Savings and temporary cash investments

    beginning of year $12,821,990 · end of year $9,108,236

  • 4 · Accounts receivable

    beginning of year $9,074,160 · end of year $15,353,617

  • 9 · Prepaid expenses and deferred charges

    beginning of year $279,368 · end of year $13,524

  • 15 · Other assets

    beginning of year $228,322 · end of year $186,578

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,362,565 · end of year $4,999,519

  • 25 · Other liabilities

    beginning of year $4,076,693 · end of year $5,409,326

  • 27 · Net assets without donor restrictions

    beginning of year $13,967,887 · end of year $14,257,415

Mission and programs · 2024

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:- 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.

    Expenses $49,430,973 · Revenue $60,717,226

  • 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.

    Expenses $37,571,298 · Revenue $46,149,701

  • 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.

    Expenses $9,823,218 · Revenue $12,066,088

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Blythe

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Ben Chandler

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Susan Starling

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8

  • Peggy Tudor

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Ron Kibbey

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Harold McKinney

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Bobbi Jo Lewis

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Mary June Brunker

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Sunday Obi

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Kelly Dycus

    BOARD DIRECTOR (THRU 4.2025)

    Total calculated
    $0
    Hours/week
    0.8

  • Vicki Brown

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Karen Ward

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Scott Gould

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Phil Berger

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Steve Fisher

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8

  • Traci Brown

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Mike Denney

    SECRETARY (THRU 6.2025)

    Total calculated
    $0
    Hours/week
    0.8

  • Sannie Overly

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • Jock Conley

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Dana Royse

    INCOMING PRESIDENT/CEO (EFF. 1.2025)

    Total calculated
    $344,307
    From this org
    $0
    From related orgs
    $296,407
    Other
    $47,900
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,137 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $270 related
    Deferred
    $0 + $27,704 related
    Nontaxable benefits
    $0 + $20,196 related
    Filer's total
    $0 + $344,307 related

  • Nathan Millay

    CFO (EFF. 1.2025)

    Total calculated
    $222,992
    From this org
    $0
    From related orgs
    $193,872
    Other
    $29,120
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,692 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $180 related
    Deferred
    $0 + $17,854 related
    Nontaxable benefits
    $0 + $11,266 related
    Filer's total
    $0 + $222,992 related

  • Dee Werline

    PRESIDENT/CEO

    Total calculated
    $509,461
    From this org
    $0
    From related orgs
    $465,563
    Other
    $43,898
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,174 related
    Bonus
    $0 + $60,201 related
    Other
    $0 + $1,188 related
    Deferred
    $0 + $30,528 related
    Nontaxable benefits
    $0 + $13,370 related
    Filer's total
    $0 + $509,461 related

  • Adam Wright

    CAO (EFF. 11.2024)

    Total calculated
    $197,500
    From this org
    $162,362
    From related orgs
    $0
    Other
    $35,138
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $162,092
    Bonus
    $0
    Other
    $270
    Deferred
    $15,189
    Nontaxable benefits
    $19,949
    Filer's total
    $197,500

  • David Phelps

    CAO (THRU 10.2024)

    Total calculated
    $259,235
    From this org
    $231,076
    From related orgs
    $0
    Other
    $28,159
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $221,076
    Bonus
    $10,000
    Other
    $0
    Deferred
    $19,536
    Nontaxable benefits
    $8,623
    Filer's total
    $259,235

  • James Rybarczyk

    DIRECTOR OF THERAPY SERVICES

    Total calculated
    $194,367
    From this org
    $158,132
    From related orgs
    $0
    Other
    $36,235
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $157,358
    Bonus
    $0
    Other
    $774
    Deferred
    $14,910
    Nontaxable benefits
    $21,325
    Filer's total
    $194,367

  • Richard Van Dam

    MEDICAL DIRECTOR

    Total calculated
    $333,451
    From this org
    $298,431
    From related orgs
    $0
    Other
    $35,020
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $298,161
    Bonus
    $0
    Other
    $270
    Deferred
    $27,494
    Nontaxable benefits
    $7,526
    Filer's total
    $333,451

  • George Kargas

    SPECIALITY CLINIC DIRECTOR

    Total calculated
    $329,944
    From this org
    $285,680
    From related orgs
    $0
    Other
    $44,264
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $283,895
    Bonus
    $0
    Other
    $1,785
    Deferred
    $26,440
    Nontaxable benefits
    $17,824
    Filer's total
    $329,944

  • Carolyn Dobbs

    DIRECTOR OF PHARMACY

    Total calculated
    $177,194
    From this org
    $150,733
    From related orgs
    $0
    Other
    $26,461
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $150,219
    Bonus
    $100
    Other
    $414
    Deferred
    $14,301
    Nontaxable benefits
    $12,160
    Filer's total
    $177,194

  • Christopher Williams

    DIRECTOR OF NURSING

    Total calculated
    $166,973
    From this org
    $133,788
    From related orgs
    $0
    Other
    $33,185
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $133,374
    Bonus
    $0
    Other
    $414
    Deferred
    $12,635
    Nontaxable benefits
    $20,550
    Filer's total
    $166,973

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
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202543219349301779

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

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