Skip to content
Nonprofiteer
← NEW VISTA BEHAVIORAL HEALTHCARE INC

Form 990 for tax year 2022

Filed by NEW VISTA BEHAVIORAL HEALTHCARE INC.

Totals

Total revenue
$63,594,251
Total expenses
$60,851,807
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$63,594,251
Investment income
$0
Other revenue
$0
Total assets, end of year
$13,501,949
Total liabilities, end of year
$18,005,023
Net assets or fund balances, end of year
-$4,503,074
Program services expenses (Part IX)
$60,014,310
Management and general expenses
$837,497
Fundraising expenses
$0
Program service expenses (Part III)
$60,014,310

Program services were 98.6% 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 $62,134,229 · related or exempt $62,134,229

  • 2b · Program service revenue: STATE CONTRACT REVENUE

    total $771,895 · related or exempt $771,895

  • 2c · Program service revenue: PATIENT SERVICE REVENUE

    total $556,952 · related or exempt $556,952

  • 2d · Program service revenue: PATIENT PAYEE INCOME

    total $104,407 · related or exempt $104,407

  • 2e · Program service revenue: PATIENT RENTAL INCOME

    total $26,768 · related or exempt $26,768

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $49,454,573 · program services $49,454,573

  • 8 · Pension plan contributions

    total $886,481 · program services $886,481

  • 9 · Other employee benefits

    total $5,439,751 · program services $5,439,751

  • 10 · Payroll taxes

    total $3,649,740 · program services $3,649,740

  • 11a · Fees: management

    total $246,050 · management and general $246,050

  • 11b · Fees: legal

    total $72 · program services $72

  • 11c · Fees: accounting

    total $27,026 · management and general $27,026

  • 13 · Office expenses

    total $24,490 · program services $24,490

  • 16 · Occupancy

    total $20,345 · program services $20,345

  • 17 · Travel

    total $248,751 · program services $248,751

  • 19 · Conferences, conventions and meetings

    total $227 · program services $227

  • 20 · Interest

    total $271,250 · management and general $271,250

  • 22 · Depreciation, depletion and amortization

    total $1,354 · program services $1,354

  • 23 · Insurance

    total $8,183 · program services $8,183

  • 24a · Other expenses: PURCHASED SERVICES

    total $418,095 · program services $125,033 · management and general $293,062

  • 24b · Other expenses: CLIENT PERSONAL SPENDIN

    total $104,407 · program services $104,407

  • 24c · Other expenses: MISCELLANEOUS

    total $40,617 · program services $40,508 · management and general $109

  • 24d · Other expenses: SUPPLIES

    total $14,980 · program services $14,980

  • 24e · All other expenses

    total -$4,585 · program services -$4,585

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,893,255 · end of year $7,365,925

  • 4 · Accounts receivable

    beginning of year $84,966 · end of year $64,623

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,400

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

    $48,750

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

    $1,354

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $47,396

  • 15 · Other assets

    beginning of year $5,457,018 · end of year $6,024,005

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,772,839 · end of year $4,568,129

  • 25 · Other liabilities

    beginning of year $12,909,318 · end of year $13,436,894

  • 27 · Net assets without donor restrictions

    beginning of year -$7,245,518 · end of year -$4,503,074

Mission and programs · 2022

Mission

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

  • IDD SERVICES:NEW VISTA BEHAVIORAL HEALTHCARE, INC. PROVIDED SERVICES THROUGH THE SUPPORTS FOR COMMUNITY LIVING (SCL), MICHELLE P. WAIVER PROGRAMS, AND BRAIN INJURY TRUST TO INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES AND/OR TRAUMATIC BRAIN INJURIES DURING FISCAL YEAR 2023.THESE SERVICES ARE DESIGNED TO SUPPORT INDIVIDUALS IN BECOMING MORE INDEPENDENT BY ENCOURAGING PERSONAL GROWTH AND DEVELOPMENT AND INCREASING INVOLVEMENT IN THE COMMUNITY AND INCLUDE: 24 HOUR RESIDENTIAL SUPPORTS IN A FAMILY HOME PROVIDER SETTING DESIGNED TO FOSTER THE ACQUISITION OF SKILLS, BUILD POSITIVE SOCIAL BEHAVIOR AND INTERPERSONAL COMPETENCE, AND FOSTER GREATER INDEPENDENCE AND PERSONAL CHOICE; RESPITE FOR PARTICIPANTS WHO DO NOT CURRENTLY RECEIVE RESIDENTIAL SERVICES, ARE RESIDING IN THEIR OWN HOME OR THEIR FAMILY'S HOME, AND ARE UNABLE TO INDEPENDENTLY ADMINISTER SELF-CARE. NEW VISTA BEHAVIORAL HEALTHCARE, INC. CLOSED THE SUPPORTS FOR COMMUNITY LIVING (SCL) RESIDENTIAL SERVICES ON FEBRUARY 28, 2023.NEW VISTA BEHAVIORAL HEALTHCARE, INC. CONTINUES TO PROVIDE BRAIN INJURY SERVICES.

    Expenses $1,377,832 · Revenue $1,460,022

  • 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 $58,636,478 · Revenue $62,134,229

As filed on the 2022 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

    BOARD DIRECTOR

    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

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • Robert Blythe

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • Harold McKinney

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8

  • Sannie Overly

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.8

  • Dee Werline

    PRESIDENT/CEO

    Total calculated
    $425,205
    From this org
    $0
    From related orgs
    $384,303
    Other
    $40,902
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,778 related
    Bonus
    $0 + $51,751 related
    Other
    $0 + $774 related
    Deferred
    $0 + $31,025 related
    Nontaxable benefits
    $0 + $9,877 related
    Filer's total
    $0 + $425,205 related

  • Dana Royse

    CFO

    Total calculated
    $239,484
    From this org
    $0
    From related orgs
    $209,350
    Other
    $30,134
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,080 related
    Bonus
    $0
    Other
    $0 + $270 related
    Deferred
    $0 + $21,163 related
    Nontaxable benefits
    $0 + $8,971 related
    Filer's total
    $0 + $239,484 related

  • Tamela Gilbert

    PSYCHIATRIST

    Total calculated
    $318,450
    From this org
    $286,914
    From related orgs
    $0
    Other
    $31,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,140
    Bonus
    $0
    Other
    $774
    Deferred
    $14,459
    Nontaxable benefits
    $17,077
    Filer's total
    $318,450

  • Arun Kaithi

    PSYCHIATRIST

    Total calculated
    $236,183
    From this org
    $229,683
    From related orgs
    $0
    Other
    $6,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,683
    Bonus
    $0
    Other
    $0
    Deferred
    $6,500
    Nontaxable benefits
    $0
    Filer's total
    $236,183

  • Yucho Shih

    PSYCHIATRIST

    Total calculated
    $299,182
    From this org
    $254,590
    From related orgs
    $0
    Other
    $44,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,402
    Bonus
    $0
    Other
    $1,188
    Deferred
    $13,188
    Nontaxable benefits
    $31,404
    Filer's total
    $299,182

  • Scotty Sears

    DIRECTOR OF PHARMACY

    Total calculated
    $166,995
    From this org
    $152,560
    From related orgs
    $0
    Other
    $14,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,786
    Bonus
    $0
    Other
    $774
    Deferred
    $7,645
    Nontaxable benefits
    $6,790
    Filer's total
    $166,995

  • Kelly Mangum

    FACILITY DIRECTOR

    Total calculated
    $161,162
    From this org
    $152,515
    From related orgs
    $0
    Other
    $8,647
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,741
    Bonus
    $0
    Other
    $774
    Deferred
    $0
    Nontaxable benefits
    $8,647
    Filer's total
    $161,162

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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202323179349301467

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.