NEW VISION RESIDENTIAL SERVICES INC

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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

2001

Legal Domicile

Principal Officer

BRIDGETTE JOHNSON

Phone

5025892272

Tax Period

2024-07-01 to 2025-06-30

NEW VISION RESIDENTIAL SERVICES INC, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $159K in total revenue in fiscal year 2024. Expenses of $200K exceeded revenue, resulting in a 26% operating deficit.

Mission

THE ORGANIZATION PROVIDES HOUSING AND SOCIAL SUPPORT TO MENTALLY HANDICAPPED ADULTS IN LOUISVILLE, KY.

Program Service Accomplishments

Program 1

Expenses: $173,879 Revenue: $66,086

THE ORGANIZATION PROVIDES HOUSING AND SOCIAL SUPPORT TO MENTALLY HANDICAPPED ADULTS IN LOUISVILLE, KY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $93,093

Program Service Revenue $65,404

Investment Income $5

Other Revenue $682

TOTAL REVENUE $159,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,879

Other Expenses $200,255

TOTAL EXPENSES $200,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,184	$153,520	+0.0%
Expenses	$200,255	$225,529	-0.1%
Net Income	$-41,071	$-72,009	-0.4%

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

N/A

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

$931,411

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM HALL	DIRECTOR	0.25	Director	$0	$0	$0
ANDREW PLEASANT	DIRECTOR	0.25	Director	$0	$0	$0
BRENT MILLER	DIRECTOR	0.25	Director	$0	$0	$0
DARRELL FULLER	DIRECTOR	0.25	Director	$0	$0	$0
ELIZABETH RAUCH	SECRETARY	0.25	Officer Director	$0	$0	$0
FAITH WEEKLY	DIRECTOR	0.25	Director	$0	$0	$0
GORDON DUKE	DIRECTOR (TO 04/25)	0.25	Director	$0	$0	$0
GRETCHEN LEITERMAN	VICE CHAIR	0.25	Officer Director	$0	$0	$0
HEATHER M DEARING	DIRECTOR	0.25	Director	$0	$0	$0
JENNIFER RECKTENWALD	DIRECTOR	0.25	Director	$0	$0	$0
KATHRYN GILES	DIRECTOR	0.25	Director	$0	$0	$0
KEISHA DORSEY	DIRECTOR	0.25	Director	$0	$0	$0
KURT MASON	CHAIR	0.25	Officer Director	$0	$0	$0
MARCUS WINKLER	DIRECTOR	0.25	Director	$0	$0	$0
RITA WARD	DIRECTOR	0.25	Director	$0	$0	$0
SHERI ROSE	DIRECTOR	0.25	Director	$0	$0	$0
STACHELLE BUSSEY	DIRECTOR	0.25	Director	$0	$0	$0
TONYA MONTGOMERY	TREASURER	0.25	Officer Director	$0	$0	$0
TRICIA BURKE	DIRECTOR	0.25	Director	$0	$0	$0
W ALFRED SMITH	DIRECTOR	0.25	Director	$0	$0	$0
ZACH WEDDING	IMMEDIATE PAST CHAIR	0.25	Officer Director	$0	$0	$0
ZAN GLOVER	DIRECTOR	0.25	Director	$0	$0	$0
BRIDGETTE JOHNSON	COO	0.75	Officer	$0	$8,884	$170,248
CHRISTOPHER ROSZMAN	CFO(TILL 11/24)/SR ADV (TILL 1/25)	0.75	Officer	$0	$5,228	$125,913
DAVID SNYDER	CDO	0.75	Officer	$0	$8,998	$129,224
GEORGE SANDERS	CIO	0.75	Officer	$0	$8,318	$108,716
JOHN BERAN	CSO	0.75	Officer	$0	$4,795	$28,802
KATHLEEN MCKUNE	CRO	0.75	Officer	$0	$708	$152,375
LORI FLANERY	PRESIDENT/CEO	0.75	Officer	$0	$6,538	$197,671
MICHAEL HEICHELBECH	CFO (FROM 11/24)	0.75	Officer	$0	$0	$18,462

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	$159,184	$200,255	$572,829	$-41,071
2024	No data	No data	No data	No data
2023	$117,270	$184,566	$690,876	$-67,296
2022	$108,769	$164,457	$723,232	$-55,688
2021	$88,356	$155,555	$778,423	$-67,199
2020	$111,790	$167,792	$832,517	$-56,002
2019	$213,438	$140,339	$869,010	$73,099