2024-11-08T05:57:11-06:00 2024-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2023-07-01 263184480 BLUEGRASS STEEPLECHASE ESTATES INC BLUE 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 DEE WERLINE PRESIDENT/CEO 8592531686 2024-11-04 1 1 MELINDA L HECK P01392306 5024269660 2024-11-01 2023 2024-10-15 13:58:12Z DEE WERLINE 1351 NEWTOWN PIKE LEXINGTON KY 40511 88253 0 X WWW.NEWVISTA.ORG X 2008 KY TO PROVIDE HOUSING TO LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 7 6 0 6 0 0 0 0 90732 87493 528 760 0 0 91260 88253 0 0 0 0 0 0 0 0 0 152185 154814 152185 154814 -60925 -66561 1460744 1413267 1930308 1949392 -469564 -536125 BLUEGRASS STEEPLECHASE ESTATE, INC.'S MISSION IS TO PROVIDE HOUSING TO LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 0 0 116130 87493 OPERATION OF A 10-UNIT APARTMENT PROJECT IN WINCHESTER, KY TO HOUSE LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 116130 1 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X DANA ROYSE 8592531686 1351 NEWTOWN PIKE LEXINGTON KY 40511 X PHILIP BERGER BOARD MEMBER 0.50 X 0 0 0 KAREN WARD BOARD VICE CHAIR 0.50 X 0 0 0 JOSEPH CONLEY BOARD MEMBER 0.50 X 0 0 0 HAROLD MCKINNEY BOARD MEMBER 0.50 X 0 0 0 DEE WERLINE OFFICER/BOARD SECRETARY-TR 0.50 39.50 X X 0 423125 44733 MARY JUNE BRUNKER BOARD MEMBER 0.50 X 0 0 0 SUSAN STARLING BOARD CHAIR 0.50 X 0 0 0 DANA ROYSE CFO 0.50 39.50 X 0 243346 46218 0 666471 90951 0 0 1 0 0 RENTAL INCOME 531110 87493 87493 87493 760 760 88253 87493 0 760 17283 17283 5709 5709 6898 6898 7572 7572 31497 31497 8 8 44859 44859 CONTRACTS 30652 30652 SUPPLIES 8125 8125 BAD DEBTS 1106 1106 MISC TAXES, LLC, PERM 997 997 108 108 154814 116130 38684 0 10921 9564 1668 0 1808195 447313 1405741 1360882 42414 42821 1460744 1413267 131621 151099 8 13 1796979 1796979 1700 1301 1930308 1949392 X -469564 -536125 -469564 -536125 1460744 1413267 -66561 0 X X 0 1 X 1 1 1 X 88208 82515 89513 90732 87493 438461 88208 82515 89513 90732 87493 438461 0 0 0 438461 163 53 46 528 760 1550 163 53 46 528 760 1550 88371 82568 89559 91260 88253 440011 0.99650 0.99810 0.00350 0.00190 X 75034 75034 1713892 428044 1285848 19269 19269 0 1360882 TENANT SECURITY DEPOSITS 1301 1301 X 88253 0 88253 0 88253 154814 0 154814 0 154814 PART X, LINE 2: THE PROJECT IS EXEMPT FROM FEDERAL, KENTUCKY AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE PROJECT FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE PROJECT'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE PROJECT HAS UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. AS OF JUNE 30, 2024 AND 2023, THE PROJECT DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. 0 0 0 0 0 0 0 0 0 DEE WERLINE OFFICER/BOARD SECRETARY-TR 0 370186 0 51751 0 1188 0 33026 0 11707 0 467858 0 0 DANA ROYSE CFO 0 243076 0 0 0 270 0 24674 0 21544 0 289564 0 0 SCHEDULE J, PART I THE RELATED ORGANIZATION, NEW VISTA OF THE BLUEGRASS, INC., PAYS THE COMPENSATION TO THE OFFICERS 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 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 SIGNS THE CONFLICT OF INTEREST STATEMENT 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 KEY EMPLOYEES ARE EDUCATED ON THE POLICY IN DAY TWO OF ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANYONE; HOWEVER, THE 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 BOTH THE COMMONWEALTH OF KENTUCKY AS REQUIRED BY CONTRACT AND TO THE FEDERAL CLEARINGHOUSE AS REQUIRED. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE LOCATION. FORM 990, PART VII THE INDIVIDUALS LISTED BELOW WORK MORE THAN 40 HOURS EACH WEEK ON AVERAGE WHEN THIS ORGANIZATION AND ALL RELATED ORGANIZATIONS ARE AGGREGATED: DEE WERLINE AND DANA ROYSE. THE ORGANIZATION PAYING THE COMPENSATION PROVIDED THE INFORMATION FOR THE INDIVIDUALS ESTIMATED HOURS, COMPENSATION, AND BENEFITS. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BLUEGRASS STEEPLECHASE ESTATES, INC. IS AUDITED AS PART OF THE NEW VISTA OF THE BLUEGRASS, INC. CONSOLIDATED GROUP. BLUEGRASS STEEPLECHASE ESTATES, 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. NEW VISTA REAL ESTATE HOLDINGS LLC 1351 NEWTOWN PIKE LEXINGTON KY 40511 833321407 HOLDS PROPERTY OF NEW VISTA OF THE BLUEGRASS, INC. KY NEW VISTA OF THE BLUEGRASS INC 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 11 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 11 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 11 0 NEW VISTA COMMUNITIES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 205452909 MANAGES AN INTERMEDIATE CARE FACILITY FOR THE INTELLECTUAL AND DEVELOPMENTAL KY 501(C)(3) LINE 11 NEW VISTA OF THE BLUEGRASS INC 0 BLUEGRASS REGIONAL INDUSTRIES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 262709818 PAYS INDIVIDUALS WITH INTELLECTUAL DISABILITIES WHO WORK IN A SHELTERED WORK KY 501(C)(3) LINE 11 0 NEW VISTA OF THE BLUEGRASS INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 610723605 PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE AND INTELLECTUAL AND DEVELOPMENTAL D KY 501(C)(3) LINE 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 0 OAKWOOD COMMUNITY SERVICES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 452412961 MANAGE AN INTERMEDIATE CARE FACILITY FOR INDIVIDUALS WITH INTELLECTUAL AND D KY 501(C)(3) LINE 11 0 KEYSELECT SERVICES INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 452520786 PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE AND INTELLECTUAL AND DEVELOPMENTAL D KY 501(C)(3) LINE 11 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 11 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 11 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 11 NEW VISTA OF THE BLUEGRASS INC 0 BLUEGRASS NEW DIRECTIONS INC 1351 NEWTOWN PIKE BUILDING 1 LEXINGTON KY 40511 611341060 SOFTWARE SUPPORT KY BLUEGRASSORG C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0