NEW VISTA COMMUNITIES INC

EIN: 205452909 501(c)(3) Mental Health

LEXINGTON, KY

Total Revenue
$113,675,963
Total Expenses
$113,555,521
Total Assets
$22,407,145
Net Assets
$13,967,887
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
KY
Principal Officer
DEE WERLINE
Phone
8592531686
Tax Period
2023-07-01 to 2024-06-30

NEW VISTA COMMUNITIES INC, founded in 2007, is a major nonprofit in the Mental Health sector that reported $113.7M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

MANAGEMENT OF INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,476
Program Service Revenue $113,530,045
Investment Income $120,442
Other Revenue $0
TOTAL REVENUE $113,675,963

Expense Breakdown

Grants Paid $0
Salaries & Benefits $44,517,543
Fundraising Expenses $0
Program Expenses $91,437,701
Other Expenses $69,037,978
TOTAL EXPENSES $113,555,521

Year-over-Year Comparison

2023 2022 Change
Revenue $113,675,963 $99,183,051 +0.1%
Expenses $113,555,521 $99,093,133 +0.1%
Net Income $120,442 $89,918 +0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
832
Volunteers
20

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$757,422
Total Directors
18
$0
Key Employees
1
$245,556
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT GOULD BOARD DIRECTOR 0.80
Director
$0 $0 $0
KAREN WARD BOARD DIRECTOR 0.80
Director
$0 $0 $0
CONNIE MORGAN BOARD DIRECTOR 0.80
Director
$0 $0 $0
JOCK CONLEY BOARD DIRECTOR 0.80
Director
$0 $0 $0
SANNIE OVERLY TREASURER 0.80
Officer Director
$0 $0 $0
PHIL BERGER BOARD DIRECTOR 0.80
Director
$0 $0 $0
SUNDAY OBI BOARD DIRECTOR 0.80
Director
$0 $0 $0
BEN CHANDLER BOARD DIRECTOR 0.80
Director
$0 $0 $0
MARY JUNE BRUNKER BOARD DIRECTOR 0.80
Director
$0 $0 $0
SUSAN STARLING CHAIRMAN 0.80
Officer Director
$0 $0 $0
BOBBI JO LEWIS VICE CHAIRMAN 0.80
Officer Director
$0 $0 $0
ROBERT BLYTHE BOARD DIRECTOR 0.80
Director
$0 $0 $0
HAROLD MCKINNEY BOARD DIRECTOR 0.80
Director
$0 $0 $0
TRACI BROWN SECRETARY 0.80
Officer Director
$0 $0 $0
MIKE DENNEY BOARD DIRECTOR 0.80
Director
$0 $0 $0
RON KIBBEY BOARD DIRECTOR 0.80
Director
$0 $0 $0
TAYLOR PORTER BOARD DIRECTOR 0.80
Director
$0 $0 $0
STEVE FISHER BOARD DIRECTOR 0.80
Director
$0 $0 $0
DANA ROYSE CFO 4.00
Officer
$0 $46,218 $289,564
DEE WERLINE PRESIDENT/CEO 4.00
Officer
$0 $44,733 $467,858
DAVID PHELPS CHIEF ADMINISTRATIVE OFFICER 38.00
Key Emp
$214,734 $30,822 $245,556
GEORGE KARGAS SPECIALITY CLINIC DIRECTOR 38.00
Highest
$272,582 $52,390 $324,972
RICHARD VAN DAM MEDICAL DIRECTOR 38.00
Highest
$277,312 $62,802 $340,114
ADAM WRIGHT FACILITY DIRECTOR 38.00
Highest
$151,804 $33,915 $185,719
JAMES RYBARCZYK DIRECTOR OF THERAPY SERVICES 38.00
Highest
$152,018 $35,112 $187,130
CAROLYN DOBBS DIRECTOR OF PHARMACY 40.00
Highest
$143,568 $25,958 $169,526
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $113,675,963 $113,555,521 $22,407,145 $120,442
2023 $99,183,051 $99,093,133 $21,531,693 $89,918
2022 $100,207,336 $100,128,061 $24,848,223 $79,275
2021 $96,727,753 $96,640,458 $22,073,754 $87,295
2020 $100,808,944 $101,111,118 $21,157,764 $-302,174
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