Nonprofit · EIN 45-2412767
NEW VISTA BEHAVIORAL HEALTHCARE INC
Tax-exempt · LEXINGTON, KY 40511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $78,599,680 | $75,215,547 | $3,384,133 | $12,313,140 | $10,099,873 | $2,213,267 |
| June 30, 2024 | 990 | $75,354,936 | $72,022,728 | $3,332,208 | $10,488,508 | $11,659,374 | -$1,170,866 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $78,599,680
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $61,674,470
- Salaries, compensation and benefits (total)
- $74,284,971
- Professional fundraising fees
- $0
- Accounting fees
- $29,655
- Occupancy
- $1,627
- Travel
- $338,180
- Depreciation
- $16,250
- Program services (functional)
- $74,726,911
- Management and general (functional)
- $488,636
Balance sheet and other
- Total assets, start of year
- $10,488,508
- Total assets, end of year
- $12,313,140
- Total liabilities, end of year
- $10,099,873
- Net assets, end of year
- $2,213,267
- Land, buildings and equipment
- $14,896
- Net assets without donor restrictions
- $2,213,267
- Gross receipts
- $78,599,680
- Employees
- 1,425
- Volunteers
- 51
- Year formed
- 2011
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEE WERLINE | PRESIDENT/CEO Officer | 4 | $0 | $465,563 | $43,898 |
| TAMELA GILBERT | PSYCHIATRIST Highest-paid employee | 40 | $321,635 | $0 | $97,838 |
| SHEILA KEMPER | MEDICAL DIRECTOR Highest-paid employee | 40 | $312,093 | $0 | $52,495 |
| DANA ROYSE | INCOMING PRESIDENT/CEO (EFF. 1.2025) Officer | 4 | $0 | $296,407 | $47,900 |
| YUCHO SHIH | PSYCHIATRIST Highest-paid employee | 40 | $287,064 | $0 | $51,466 |
| FRED KINNICUTT | PSYCHIATRIST Highest-paid employee | 40 | $283,906 | $0 | $39,860 |
| NATHAN MILLAY | CFO (EFF. 1.2025) Officer | 4 | $0 | $193,872 | $29,120 |
| ARUN KAITHI | PSYCHIATRIST Highest-paid employee | 40 | $198,971 | $0 | $6,500 |
| VICKI BROWN | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| TRACI BROWN | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| SCOTT GOULD | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| BEN CHANDLER | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| JOCK CONLEY | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| KAREN WARD | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| MIKE DENNEY | SECRETARY (THRU 6.2025) Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY JUNE BRUNKER | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| PHIL BERGER | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| RON KIBBEY | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| STEVE FISHER | VICE CHAIRMAN Trustee or director, Officer | 0.8 | $0 |
| SUNDAY OBI | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| PEGGY TUDOR | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| BOBBI JO LEWIS | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| SUSAN STARLING | CHAIRMAN Trustee or director, Officer | 0.8 | $0 |
| ROBERT BLYTHE | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| HAROLD MCKINNEY | BOARD DIRECTOR Trustee or director | 0.8 | $0 |
| SANNIE OVERLY | TREASURER Trustee or director, Officer | 0.8 | $0 |
| KELLY DYCUS | BOARD DIRECTOR (THRU 4.2025) Trustee or director | 0.8 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEE WERLINE | PRESIDENT/CEO Officer | 4 | $0 | $423,125 | $44,733 |
| TAMELA GILBERT | PSYCHIATRIST Highest-paid employee | 40 | $308,074 | $0 | $24,709 |
| YUCHO SHIH | PSYCHIATRIST Highest-paid employee | 40 | $275,027 | $0 | $47,595 |
| FRED KINNICUTT | PSYCHIATRIST Highest-paid employee | 40 | $271,977 | $0 | $36,441 |
| DANA ROYSE | CFO Officer | 4 | $0 | $243,346 | $46,218 |
| ARUN KAITHI | PSYCHIATRIST Highest-paid employee | 40 | $247,846 | $0 | $6,500 |
| CORY MCGLONE | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $180,296 | $0 | $35,068 |
| CONNIE MORGAN | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| TRACI BROWN | SECRETARY Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| SCOTT GOULD | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| BEN CHANDLER | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| JOCK CONLEY | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| KAREN WARD | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| MIKE DENNEY | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| MARY JUNE BRUNKER | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| PHIL BERGER | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| RON KIBBEY | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| STEVE FISHER | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| SUNDAY OBI | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| TAYLOR PORTER | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| BOBBI JO LEWIS | VICE CHAIRMAN Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| SUSAN STARLING | CHAIRMAN Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| ROBERT BLYTHE | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| HAROLD MCKINNEY | BOARD DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| SANNIE OVERLY | TREASURER Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY 40511-1277
- In care of
- % SHANNON WARE
- Mailing address (990-N for 2014)
- 1351 NEWTOWN PIKE, LEXINGTON KY 40511
- Principal officer (990 for 2024)
- DANA ROYSE, 1351 NEWTOWN PIKE, LEXINGTON, KY 40511
- Principal officer (990-N for 2014)
- PAUL BEATRICE, 1351 NEWTOWN PIKE, LEXINGTON KY 40511
- Signed the 990
- DANA ROYSE, PRESIDENT & CEO
- Phone
- (859) 253-1686
- Website
- WWW.BLUEGRASS.ORG
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
TO PROVIDE AN ARRAY OF HEALTH AND HUMAN SERVICES TO IMPROVE THE QUALITY OF LIFE AND OUTCOMES FOR INDIVIDUALS SEEKING THE SERVICES.
Program accomplishments
- 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 $764,700 · revenue $804,331
- 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 $73,962,211 · revenue $77,795,349
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-2412767
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F113)
- Assets (IRS master file)
- $12,313,140
- Income (IRS master file)
- $78,599,680
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $78,599,680 | $75,215,547 | $12,313,140 | XML |
| 990 | June 2024 | $75,354,936 | $72,022,728 | $10,488,508 | XML |
| 990 | June 2023 | $63,594,251 | $60,851,807 | $13,501,949 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: PAUL BEATRICE | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 45-2412767).
Questions about NEW VISTA BEHAVIORAL HEALTHCARE INC
- What is the EIN of NEW VISTA BEHAVIORAL HEALTHCARE INC?
- The employer identification number (EIN) of NEW VISTA BEHAVIORAL HEALTHCARE INC is 45-2412767.
- Is NEW VISTA BEHAVIORAL HEALTHCARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to NEW VISTA BEHAVIORAL HEALTHCARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW VISTA BEHAVIORAL HEALTHCARE 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 BEHAVIORAL HEALTHCARE 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 BEHAVIORAL HEALTHCARE 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 BEHAVIORAL HEALTHCARE INC?
- The 990 for the year ended June 30, 2025 names DANA ROYSE.
- Who are the officers and directors of NEW VISTA BEHAVIORAL HEALTHCARE INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 5 received compensation from the organization.
- How much revenue does NEW VISTA BEHAVIORAL HEALTHCARE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $78,599,680, expenses of $75,215,547 and total assets of $12,313,140 at year end.
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All nonprofits in LEXINGTON · Kentucky · Mental health and crisis intervention