NEW VISTA OF THE BLUEGRASS INC

EIN: 610723605 501(c)(3) Mental Health

LEXINGTON, KY

Total Revenue
$109,834,045
Total Expenses
$108,889,649
Total Assets
$65,322,404
Net Assets
$50,715,904
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
KY
Principal Officer
DEE WERLINE
Phone
8592531686
Tax Period
2023-07-01 to 2024-06-30

NEW VISTA OF THE BLUEGRASS INC, founded in 1971, is a major nonprofit in the Mental Health sector that reported $109.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO ASSIST INDIVIDUALS AND FAMILIES IN THE ENHANCEMENT OF THEIR EMOTIONAL, MENTAL AND PHYSICAL WELL-BEING BY PROVIDING MENTAL HEALTH, SUBSTANCE ABUSE AND INTELLECTUAL AND DEVELOPMENTAL DISABILITY 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $12,940,731
Program Service Revenue $94,256,385
Investment Income $2,017,045
Other Revenue $619,884
TOTAL REVENUE $109,834,045

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,827,501
Fundraising Expenses $0
Program Expenses $92,940,718
Other Expenses $89,062,148
TOTAL EXPENSES $108,889,649

Year-over-Year Comparison

2023 2022 Change
Revenue $109,834,045 $100,844,608 +0.1%
Expenses $108,889,649 $97,507,712 +0.1%
Net Income $944,396 $3,336,896 -0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
181
Volunteers
17

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
0
$0
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
STEVE FISHER BOARD DIRECTOR 0.80
Director
$0 $0 $0
JOCK CONLEY 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
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
TAYLOR PORTER BOARD DIRECTOR 0.80
Director
$0 $0 $0
BOBBI JO LEWIS VICE CHAIRMAN 0.80
Officer Director
$0 $0 $0
SANNIE OVERLY TREASURER 0.80
Officer Director
$0 $0 $0
ROBERT BLYTHE BOARD DIRECTOR 0.80
Director
$0 $0 $0
TRACI BROWN SECRETARY 0.80
Officer Director
$0 $0 $0
SUSAN STARLING CHAIRMAN 0.80
Officer Director
$0 $0 $0
MIKE DENNEY BOARD DIRECTOR 0.80
Director
$0 $0 $0
HAROLD MCKINNEY BOARD DIRECTOR 0.80
Director
$0 $0 $0
DANA R ROYSE CFO 24.00
Officer
$243,346 $46,218 $289,564
DEE WERLINE PRESIDENT/CEO 24.00
Officer
$423,125 $44,733 $467,858
SYED RIZVI PSYCHIATRIST 40.00
Highest
$281,089 $47,120 $328,209
DAVID HUDSON CHIEF MEDICAL OFFICER 40.00
Highest
$302,066 $49,355 $351,421
NAEEM AKHTAR PSYCHIATRIST 40.00
Highest
$275,507 $62,966 $338,473
RIZWAN ALI PSYCHIATRIST 40.00
Highest
$287,862 $64,358 $352,220
TERESA OROPILLA-KIEFER PSYCHIATRIST 40.00
Highest
$288,133 $41,209 $329,342
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 $109,834,045 $108,889,649 $65,322,404 $944,396
2023 $100,844,608 $97,507,712 $63,490,607 $3,336,896
2022 $85,181,572 $79,780,040 $58,587,426 $5,401,532
2021 $82,606,023 $77,895,627 $54,056,232 $4,710,396
2020 $76,736,491 $76,250,478 $52,818,181 $486,013
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