NEW VISTA BEHAVIORAL HEALTHCARE INC (EIN 452412767) - Form 990 Financial Analysis & Trantor Score

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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

2011

Legal Domicile

Principal Officer

DEE WERLINE

Phone

8592531686

Tax Period

2023-07-01 to 2024-06-30

NEW VISTA BEHAVIORAL HEALTHCARE INC, founded in 2011, is a mid-sized nonprofit in the Mental Health sector that reported $75.4M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $72.0M left a modest 4% surplus.

Mission

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

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $75,354,936

Investment Income $0

Other Revenue $0

TOTAL REVENUE $75,354,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,129,655

Fundraising Expenses $0

Program Expenses $71,584,057

Other Expenses $893,073

TOTAL EXPENSES $72,022,728

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,354,936	$63,594,251	+0.2%
Expenses	$72,022,728	$60,851,807	+0.2%
Net Income	$3,332,208	$2,742,444	+0.2%

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

Governance

Voting Members

Independent Members

Employees

1356

Volunteers

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

$757,422

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE MORGAN	BOARD DIRECTOR	0.80	Director	$0	$0	$0
TRACI BROWN	SECRETARY	0.80	Officer Director	$0	$0	$0
SCOTT GOULD	BOARD DIRECTOR	0.80	Director	$0	$0	$0
BEN CHANDLER	BOARD DIRECTOR	0.80	Director	$0	$0	$0
JOCK CONLEY	BOARD DIRECTOR	0.80	Director	$0	$0	$0
KAREN WARD	BOARD DIRECTOR	0.80	Director	$0	$0	$0
MIKE DENNEY	BOARD DIRECTOR	0.80	Director	$0	$0	$0
MARY JUNE BRUNKER	BOARD DIRECTOR	0.80	Director	$0	$0	$0
PHIL BERGER	BOARD DIRECTOR	0.80	Director	$0	$0	$0
RON KIBBEY	BOARD DIRECTOR	0.80	Director	$0	$0	$0
STEVE FISHER	BOARD DIRECTOR	0.80	Director	$0	$0	$0
SUNDAY OBI	BOARD DIRECTOR	0.80	Director	$0	$0	$0
TAYLOR PORTER	BOARD DIRECTOR	0.80	Director	$0	$0	$0
BOBBI JO LEWIS	VICE CHAIRMAN	0.80	Officer Director	$0	$0	$0
SUSAN STARLING	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
SANNIE OVERLY	TREASURER	0.80	Officer Director	$0	$0	$0
DEE WERLINE	PRESIDENT/CEO	4.00	Officer	$0	$44,733	$467,858
DANA ROYSE	CFO	4.00	Officer	$0	$46,218	$289,564
TAMELA GILBERT	PSYCHIATRIST	40.00	Highest	$308,074	$24,709	$332,783
ARUN KAITHI	PSYCHIATRIST	40.00	Highest	$247,846	$6,500	$254,346
YUCHO SHIH	PSYCHIATRIST	40.00	Highest	$275,027	$47,595	$322,622
FRED KINNICUTT	PSYCHIATRIST	40.00	Highest	$271,977	$36,441	$308,418
CORY MCGLONE	CHIEF INFORMATION OFFICER	40.00	Highest	$180,296	$35,068	$215,364

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	$75,354,936	$72,022,728	$10,488,508	$3,332,208
2023	$63,594,251	$60,851,807	$13,501,949	$2,742,444
2022	$52,069,868	$50,211,475	$9,436,639	$1,858,393
2021	$48,554,756	$47,487,440	$6,926,318	$1,067,316
2020	$45,534,728	$45,267,595	$5,048,014	$267,133
2019	$39,783,239	$44,477,347	$3,173,852	$-4,694,108

NEW VISTA BEHAVIORAL HEALTHCARE INC