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Nonprofit · EIN 20-5452909

NEW VISTA COMMUNITIES INC

Tax-exempt · LEXINGTON, KY 40511

Financials

$113.7M$113.6M2023$119M$118.9M2024
Revenue Expenses · by fiscal year end
Financials of NEW VISTA COMMUNITIES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$119,049,953$118,933,005$116,948$24,666,260$10,408,845$14,257,415
June 30, 2024990$113,675,963$113,555,521$120,442$22,407,145$8,439,258$13,967,887
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$118,933,015
Investment income
$116,938
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$351,513
Other salaries and wages
$33,444,075
Salaries, compensation and benefits (total)
$46,563,976
Professional fundraising fees
$0
Accounting fees
$22,061
Occupancy
$1,574,811
Travel
$20,835
Program services (functional)
$96,825,489
Management and general (functional)
$22,107,516

Balance sheet and other

Total assets, start of year
$22,407,145
Total assets, end of year
$24,666,260
Total liabilities, end of year
$10,408,845
Net assets, end of year
$14,257,415
Net assets without donor restrictions
$14,257,415
Gross receipts
$119,049,953
Employees
913
Volunteers
21
Year formed
2007
State of legal domicile
KY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DEE WERLINEPRESIDENT/CEO
Officer
4$0$465,563$43,898
DANA ROYSEINCOMING PRESIDENT/CEO (EFF. 1.2025)
Officer
4$0$296,407$47,900
RICHARD VAN DAMMEDICAL DIRECTOR
Highest-paid employee
38$298,431$0$35,020
GEORGE KARGASSPECIALITY CLINIC DIRECTOR
Highest-paid employee
38$285,680$0$44,264
DAVID PHELPSCAO (THRU 10.2024)
Key employee
38$231,076$0$28,159
NATHAN MILLAYCFO (EFF. 1.2025)
Officer
4$0$193,872$29,120
ADAM WRIGHTCAO (EFF. 11.2024)
Key employee
38$162,362$0$35,138
JAMES RYBARCZYKDIRECTOR OF THERAPY SERVICES
Highest-paid employee
38$158,132$0$36,235
CAROLYN DOBBSDIRECTOR OF PHARMACY
Highest-paid employee
38$150,733$0$26,461
CHRISTOPHER WILLIAMSDIRECTOR OF NURSING
Highest-paid employee
38$133,788$0$33,185
ROBERT BLYTHEBOARD DIRECTOR
Trustee or director
0.8$0$0$0
BEN CHANDLERBOARD DIRECTOR
Trustee or director
0.8$0$0$0
SUSAN STARLINGCHAIRMAN
Trustee or director, Officer
0.8$0$0$0
PEGGY TUDORBOARD DIRECTOR
Trustee or director
0.8$0$0$0
RON KIBBEYBOARD DIRECTOR
Trustee or director
0.8$0$0$0
14 more people on this return
NameTitleHours / weekCompensation
HAROLD MCKINNEYBOARD DIRECTOR
Trustee or director
0.8$0
BOBBI JO LEWISBOARD DIRECTOR
Trustee or director
0.8$0
MARY JUNE BRUNKERBOARD DIRECTOR
Trustee or director
0.8$0
SUNDAY OBIBOARD DIRECTOR
Trustee or director
0.8$0
KELLY DYCUSBOARD DIRECTOR (THRU 4.2025)
Trustee or director
0.8$0
VICKI BROWNBOARD DIRECTOR
Trustee or director
0.8$0
KAREN WARDBOARD DIRECTOR
Trustee or director
0.8$0
SCOTT GOULDBOARD DIRECTOR
Trustee or director
0.8$0
PHIL BERGERBOARD DIRECTOR
Trustee or director
0.8$0
STEVE FISHERVICE CHAIRMAN
Trustee or director, Officer
0.8$0
TRACI BROWNBOARD DIRECTOR
Trustee or director
0.8$0
MIKE DENNEYSECRETARY (THRU 6.2025)
Trustee or director, Officer
0.8$0
SANNIE OVERLYTREASURER
Trustee or director, Officer
0.8$0
JOCK CONLEYBOARD DIRECTOR
Trustee or director
0.8$0
990 for the year ended June 30, 2024: 26 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DEE WERLINEPRESIDENT/CEO
Officer
4$0$423,125$44,733
RICHARD VAN DAMMEDICAL DIRECTOR
Highest-paid employee
38$277,312$0$62,802
GEORGE KARGASSPECIALITY CLINIC DIRECTOR
Highest-paid employee
38$272,582$0$52,390
DANA ROYSECFO
Officer
4$0$243,346$46,218
DAVID PHELPSCHIEF ADMINISTRATIVE OFFICER
Key employee
38$214,734$0$30,822
JAMES RYBARCZYKDIRECTOR OF THERAPY SERVICES
Highest-paid employee
38$152,018$0$35,112
ADAM WRIGHTFACILITY DIRECTOR
Highest-paid employee
38$151,804$0$33,915
CAROLYN DOBBSDIRECTOR OF PHARMACY
Highest-paid employee
40$143,568$0$25,958
SCOTT GOULDBOARD DIRECTOR
Trustee or director
0.8$0$0$0
KAREN WARDBOARD DIRECTOR
Trustee or director
0.8$0$0$0
CONNIE MORGANBOARD DIRECTOR
Trustee or director
0.8$0$0$0
JOCK CONLEYBOARD DIRECTOR
Trustee or director
0.8$0$0$0
SANNIE OVERLYTREASURER
Trustee or director, Officer
0.8$0$0$0
PHIL BERGERBOARD DIRECTOR
Trustee or director
0.8$0$0$0
SUNDAY OBIBOARD DIRECTOR
Trustee or director
0.8$0$0$0
BEN CHANDLERBOARD DIRECTOR
Trustee or director
0.8$0$0$0
MARY JUNE BRUNKERBOARD DIRECTOR
Trustee or director
0.8$0$0$0
SUSAN STARLINGCHAIRMAN
Trustee or director, Officer
0.8$0$0$0
BOBBI JO LEWISVICE CHAIRMAN
Trustee or director, Officer
0.8$0$0$0
ROBERT BLYTHEBOARD DIRECTOR
Trustee or director
0.8$0$0$0
HAROLD MCKINNEYBOARD DIRECTOR
Trustee or director
0.8$0$0$0
TRACI BROWNSECRETARY
Trustee or director, Officer
0.8$0$0$0
MIKE DENNEYBOARD DIRECTOR
Trustee or director
0.8$0$0$0
RON KIBBEYBOARD DIRECTOR
Trustee or director
0.8$0$0$0
TAYLOR PORTERBOARD DIRECTOR
Trustee or director
0.8$0$0$0
STEVE FISHERBOARD DIRECTOR
Trustee or director
0.8$0$0$0

Address and contacts

Address (IRS master file)
1351 NEWTON PIKE, LEXINGTON, KY 40511-1275
Principal officer (990 for 2024)
DANA ROYSE, 1351 NEWTOWN PIKE, LEXINGTON, KY 40511
Signed the 990
DANA ROYSE, PRESIDENT & CEO
Phone
(859) 253-1686
Return prepared by
DEMING MALONE LIVESAY & OSTROFF PSC

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-5452909
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Hospital or medical research organization
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2007
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$24,666,260
Income (IRS master file)
$119,049,953

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$119,049,953$118,933,005$24,666,260IRS
990June 2024$113,675,963$113,555,521$22,407,145XML
990June 2023$99,183,051$99,093,133$21,531,693IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5452909).

Questions about NEW VISTA COMMUNITIES INC

What is the EIN of NEW VISTA COMMUNITIES INC?
The employer identification number (EIN) of NEW VISTA COMMUNITIES INC is 20-5452909.
Is NEW VISTA COMMUNITIES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to NEW VISTA COMMUNITIES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NEW VISTA COMMUNITIES INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NEW VISTA COMMUNITIES INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NEW VISTA COMMUNITIES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of NEW VISTA COMMUNITIES INC?
The 990 for the year ended June 30, 2025 names DANA ROYSE.
Who are the officers and directors of NEW VISTA COMMUNITIES INC?
The 990 for the year ended June 30, 2025 lists 29 people; 7 received compensation from the organization.
How much revenue does NEW VISTA COMMUNITIES INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $119,049,953, expenses of $118,933,005 and total assets of $24,666,260 at year end.

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