NEW VISTA COMMUNITIES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NEW VISTA COMMUNITIES INC (EIN 20-5452909)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-14
- IRS object ID
- 201743189349305294
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T12:55:19-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE ROAD SUITE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205452909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEGRASS OAKWOOD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 8592531686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BEATRICE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8592531686 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH K ANTLE | PreparerPersonNm |
| PTIN | P01391676 | PTIN |
| Phone | 5024269660 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.47.177.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 16:34:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5717E617D0E91213B8691078010A5C53405A0AA7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9A1CF9F3912B7549A3E439CD7EDF49DB90F185C1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL BEATRICE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,900,809 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUEGRASS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | MANAGEMENT OF INTERMEDIATE CARE FACILITY FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 728 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,101 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,044 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,293,616 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,794,405 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,807 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,870 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,239 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,575 | CYOtherRevenueAmt |
| PY Total Revenue | $49,373,285 | PYTotalRevenueAmt |
| CY Total Revenue | $49,890,744 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,520,635 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,213,651 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,774,776 | PYOtherExpensesAmt |
| CY Other Expenses | $11,587,363 | CYOtherExpensesAmt |
| PY Total Expenses | $49,295,411 | PYTotalExpensesAmt |
| CY Total Expenses | $49,801,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $77,874 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $89,730 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,753,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,888,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,779,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,824,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,974,177 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,063,907 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASSIST INDIVIDUALS AND FAMILIES IN THE ENHANCEMENT OF THEIR EMOTIONAL, MENTAL AND PHYSICAL WELL-BEING BY PROVIDING MENTAL HEALTH, INTELLECTUAL AND DEVELOPMENTAL DISABILITY AND SUBSTANCE ABUSE SERVICES. WE RECOGNIZE OUR RESPONSIBILITY TO SERVE THOSE WHO HAVE LIMITED OPTIONS FOR MEETING THEIR NEEDS WE PLAN WITHIN OUR COMMUNITIES, DEVELOP INNOVATIVE PROGRAMS TO RESPOND RAPIDLY TO NEEDS AND, AS APPROPRIATE, HELP INFLUENCE COMMUNITY PRIORITIES TO ENSURE THAT INDIVIDUAL AND COMMUNITY SERVICE GAPS ARE ADDRESSED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,880,851 | ExpenseAmt |
| Revenue | $49,794,405 | RevenueAmt |
| Desc | MAJOR ACCOMPLISHMENTS HAVE BEEN MADE AT OAKWOOD IN THE FOLLOWING AREAS DURING THE PAST YEAR: - IMPLEMENTED THE SAFETY WORKS PROGRAM TO REDUCE THE AMOUNT OF EMPLOYEE INJURIES AND LOST WORK TIME THROUGH TRAINING AND RETRAINING ON SAFETY AWARENESS AND HOW TO HANDLE SPECIFIC SITUATIONS. OAKWOOD IS NOW ACCOMMODATING WORK RESTRICTIONS DURING THE RECOVERY PERIODS. DUE TO DILIGENCE WITH SAFETY W.O.R.K.S., INSURANCE PREMIUMS FOR UPCOMING YEAR ARE DOWN 13.6%, A SAVINGS OF OVER $200,000. - HIRED A NEW MEDICAL DIRECTOR ON JUNE 1, 2017; - ANNUAL RECERTIFICATION SURVEYS WERE CONDUCTED FOR UNITS 2, 3, AND 4 WITH NO DEFICIENCIES CITED; UNIT 1 ONLY HAD ONE STANDARD LEVEL DEFICIENCY CITED.- CONTINUES TO EXPAND STUDENT PLACEMENT/INTERNSHIPS FROM VARIOUS UNIVERSITIES AND COLLEGES; PSYCHOLOGY SERVICES HAS TWO YEARLONG INTERNS, ONE CLINICAL PSYCHOLOGY DOCTORAL STUDENT AND ONE MASTER LEVEL BEHAVIOR ANALYST STUDENT- CONTINUES TO EXPAND COMMUNITY AWARENESS OF THE CLINICS AND AUXILIARY SERVICES AVAILABLE TO PEOPLE IN THE COMMUNITY THROUGH PRESENTATION OF PROVIDER AND SPECIAL FORUMS; - THE ENRICHMENT CENTER PRODUCES NUMEROUS HAND-CRAFTED PRODUCTS WHICH ARE SOLD AT BLUEGRASS EXPRESSIONS, THE OFF CAMPUS STORE. CERTAIN ITEMS ARE LABELED AS KENTUCKY CRAFTED AND ARE NOW SHOWCASED AT CRAFT SHOWS ACROSS THE STATE. BLUEGRASS EXPRESSIONS IS NOW A WHOLESALE SUPPLIER TO SOME FINE GIFT SHOPS IN THE STATE;- BLUEGRASS EXPRESSION OPENED THE ONLY TEA ROOM IN THE LAKE CUMBERLAND AREA, EXPANDING UNIQUE EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS LIVING AT OAKWOOD. EXPRESSIONS RECEIVED THE CHAMBER OF COMMERCE 2016 "NON-PROFIT OF THE YEAR" AWARD.- GRAND OPENING AND RIBBON CUTTING OF THE OAKWOOD SPECIALTY OUTPATIENT CLINIC WAS HELD JULY 30, 2016. THE SPECIALTY CLINIC IS A STATE-OF-THE-ART FACILITY PROVIDING THE HIGHEST QUALITY MEDICAL, DENTAL AND PSYCHIATRIC CARE TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES.- THERAPY SERVICES PROVIDES ASSESSMENTS, DIRECT TREATMENT, CONSULTATIONS AND TRAINING FOR INDIVIDUALS RESIDING AT OAKWOOD AS WELL AS FOR INDIVIDUALS IN THE COMMUNITY THROUGH THE OAKWOOD OUTPATIENT CLINIC;- PSYCHOLOGY SERVICES PROVIDES BEHAVIORAL COUNSELING, AND AUTISM ASSESSMENTS FOR INDIVIDUALS IN THE COMMUNITY THROUGH THE OAKWOOD OUTPATIENT CLINIC.- NUTRITION SERVICES PROVIDES NUTRITION ASSESSMENTS AND INTERVENTIONS FOR INDIVIDUALS IN THE COMMUNITY THROUGH THE OAKWOOD OUTPATIENT CLINIC.- PATIENT RECEIVING SERVICES IN THE OUTPATIENT CLINIC HAS GROWN TO OVER 300 UNIQUE INDIVIDUALS. - PSYCHOLOGY SERVICES OFFERING AN ONGOING GROUP TREATMENT PROGRAM CALLED SKILLS SYSTEM THAT ASSISTS INDIVIDUALS WITH CHALLENGING BEHAVIOR AND EMOTIONAL DYSREGULATION TO LEARN COPING AND SELF-MANAGEMENT SKILLS.- UPGRADED MOWING TRACTOR AND FINISH MOWER TO A 21 FT. FINISH MOWER INCREASING PRODUCTIVITY.- INSTALLED TWO NEW AIR UNITS IN THE MAIN KITCHEN OF THE 600 BUILDING, ONE UNIT IN SHIPPING AND TWO UNITS IN OFFICES OF KITCHEN AND LAUNDRY.- INSTALLED NEW ROOFS ON FOUR OF OUR RESIDENTIAL HOMES.- INSTALLED NEW LED LIGHTING ON ALL OF OUR MAIN ROADS ACROSS CAMPUS - POURED NEW FRONT PATIO FOR HOME 109- INSTALLED PRODUCTION LINE FOR PACKAGING ON PARTS FROM HENDRIXSON IN THE LAUNDRY AREA. - COMPLIANCE DEPARTMENT HAD 2 WORKGROUPS PRESENT AT THE ANNUAL AAIDD CONFERENCE: "OVERCOMING BARRIERS TO INCLUSION IN FAITH COMMUNITIES", AND "UNDERSTANDING MY LIFE PLAN: A GUIDE TO THE DEVELOPMENTAL DISABILITY PROFESSIONAL ON DEVELOPING AN ALTERNATIVE ILP". WE CONTINUE TO OPERATE A COMMUNITY BOWLING LEAGUE. OUR STAFF PARTNERED WITH FOUR INDIVIDUALS TO COMPLETE THE COMMUNITY BASED "HEALTH PARTNERS" WELLNESS PROGRAM. | Desc |
| Total Program Service Expenses | $39,880,851 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 728 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA ROYSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592531686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTON PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SCOTT GOULD | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LARSON | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN WARD | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLYN SIEGEL | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE MORGAN | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| ART SHECHET | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| JOCK CONLEY | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| DON PUTNAM | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA WATT | |||||||||
| VICE CHAIRMAN | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| RON KIBBEY | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| PEGGY TUDOR | |||||||||
| CHAIRMAN | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PHIL BERGER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE FISHER | |||||||||
| TREASURER | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SUNDAY OBI | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY MERRIMAN | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| BEN CHANDLER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| MARY JUNE BRUNKER | |||||||||
| SECRETARY | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SUSANNE MCCOLLOUGH | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| TAYLOR PORTER | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| BOBBI JO LEWIS | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| LINDSAY STEWART | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| MARY HAMLIN | |||||||||
| BOARD DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| DANA ROYSE | |||||||||
| CFO | 4.00 | $0 | $130,166 | $62,160 | Yes (X) | 36.00 | |||
| PAUL BEATRICE | |||||||||
| PRESIDENT/CEO | 4.00 | $0 | $344,774 | $147,740 | Yes (X) | 36.00 | |||
| DAVID PHELPS | |||||||||
| FACILITY DIRECTOR | 38.00 | $157,131 | $0 | $74,566 | Yes (X) | ||||
| KEITH SINCLAIR | |||||||||
| MEDICAL DIRECTOR | 38.00 | $274,038 | $0 | $126,070 | Yes (X) | ||||
| EDWARD SHERTZ | |||||||||
| ASSOCIATE MEDICAL DIRECTOR | 38.00 | $232,224 | $0 | $106,858 | Yes (X) | ||||
| LESLIE J POTTER | |||||||||
| PSYCHIATRIST | 38.00 | $243,419 | $0 | $115,250 | Yes (X) | ||||
| EDGAR EPPERSON | |||||||||
| PHARMACY DIRECTOR | 38.00 | $144,502 | $0 | $69,002 | Yes (X) | ||||
| JAMES RYBARCZYK | |||||||||
| THERAPY DIRECTOR | 38.00 | $138,060 | $0 | $70,564 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,189,374 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $474,940 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $772,210 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXHO OPERATIONS LLC | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60673 | FOOD SERVICE | $1,078,758 |
| CROTHALL SERVICE GROUP | |||||
| 13025 COLLECTION CTR | CHICAGO | IL | 60696 | JANITORIAL SERVICE | $467,776 |
| ARCORP | |||||
| PO BOX 12290 | LEXINGTON | KY | 40582 | HEALTH INSURANCE ADMINISTRATION | $319,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,044 | FundraisingAmt |
| Total Contributions | $13,044 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STATE CONTRACT REVENUE | 623990 | $48,828,015 | $48,828,015 |
| PATIENT SERVICE REVENUE | 623990 | $966,390 | $966,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,794,405 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,870 | TotalRevenueColumnAmt |
| Exclusion | $87,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,710 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,044 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,065 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,355 | TotalRevenueColumnAmt |
| Exclusion | -$5,355 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $780 | TotalRevenueColumnAmt |
| Exclusion | $780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $780 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,890,744 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,794,405 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,295 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,199 | TotalAmt |
| Management And General | $250,199 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,383,064 | TotalAmt |
| Program Services | $18,780,913 | ProgramServicesAmt |
| Management And General | $2,602,151 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,509,028 | TotalAmt |
| Program Services | $8,171,560 | ProgramServicesAmt |
| Management And General | $1,337,468 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,557,635 | TotalAmt |
| Program Services | $4,972,180 | ProgramServicesAmt |
| Management And General | $585,455 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,513,725 | TotalAmt |
| Program Services | $1,303,855 | ProgramServicesAmt |
| Management And General | $209,870 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,628,890 | TotalAmt |
| Management And General | $3,628,890 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,524 | TotalAmt |
| Management And General | $8,524 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,084 | TotalAmt |
| Management And General | $15,084 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,200 | TotalAmt |
| Management And General | $6,200 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,618 | TotalAmt |
| Program Services | $3,618 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,106,147 | TotalAmt |
| Program Services | $837,186 | ProgramServicesAmt |
| Management And General | $268,961 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,287 | TotalAmt |
| Program Services | $660,287 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,354 | TotalAmt |
| Program Services | $5,723 | ProgramServicesAmt |
| Management And General | $7,631 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,776 | TotalAmt |
| Management And General | $48,776 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,475 | TotalAmt |
| Management And General | $617,475 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SUPPLIES | $1,956,977 | $1,956,977 | |
| DRUG SUPPLIES | $1,104,516 | $1,104,516 | |
| CONTRACT LABOR | $1,065,079 | $942,317 | $122,762 |
| CLIENT PERSONAL SPENDIN | $965,311 | $965,311 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,125 | TotalAmt |
| Program Services | $176,408 | ProgramServicesAmt |
| Management And General | $210,717 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,801,014 | TotalAmt |
| Program Services | $39,880,851 | ProgramServicesAmt |
| Management And General | $9,920,163 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005 | BOYAmt |
| EOY | $1,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,021,623 | BOYAmt |
| EOY | $15,547,349 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,361,349 | BOYAmt |
| EOY | $1,978,732 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,802 | BOYAmt |
| EOY | $342,956 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,495 | BOYAmt |
| EOY | $18,357 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,753,274 | BOYAmt |
| EOY | $17,888,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,779,097 | BOYAmt |
| EOY | $3,824,492 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,779,097 | BOYAmt |
| EOY | $3,824,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,974,177 | BOYAmt |
| EOY | $14,063,907 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,974,177 | BOYAmt |
| EOY | $14,063,907 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,753,274 | BOYAmt |
| EOY | $17,888,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $89,730 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $11,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,044 | CurrentTaxYearAmt |
| Total | $32,692 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,419,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,161,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,699,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,293,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,794,405 | CurrentTaxYearAmt |
| Total | $245,368,111 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,419,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,161,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,710,821 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,301,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,807,449 | CurrentTaxYearAmt |
| Total | $245,400,803 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $245,400,803 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,870 | CurrentTaxYearAmt |
| Total | $256,977 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,870 | CurrentTaxYearAmt |
| Total | $256,977 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $780 | CurrentTaxYearAmt |
| Total | $8,335 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,451,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,194,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,746,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,378,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,896,099 | CurrentTaxYearAmt |
| Total | $245,666,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99890 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $49,900,809 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $10,065 | OtherRevenueAmt |
| Revenue Not Reported | $10,065 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,890,744 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $49,890,744 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,811,079 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,065 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,065 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,801,014 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $49,801,014 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2017. AS OF JUNE 30, 2017, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSE FUNDRAISING 10,065. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSE FUNDRAISING 10,065. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OAKWOOD GALA | Event1Nm |
| Gross Receipts Event1 | $17,754 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,044 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,710 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,710 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,355 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,754 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,044 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,710 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,710 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,355 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,065 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,355 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANA ROYSE | ||||||||||||||
| CFO | $0 | $129,750 | $0 | $0 | $0 | $416 | $0 | $57,348 | $0 | $4,812 | $0 | $192,326 | $0 | $0 |
| PAUL BEATRICE | ||||||||||||||
| PRESIDENT/CEO | $0 | $306,978 | $0 | $35,000 | $0 | $2,796 | $0 | $139,628 | $0 | $8,112 | $0 | $492,514 | $0 | $0 |
| DAVID PHELPS | ||||||||||||||
| FACILITY DIRECTOR | $156,357 | $0 | $0 | $0 | $774 | $0 | $69,228 | $0 | $5,338 | $0 | $231,697 | $0 | $0 | $0 |
| KEITH SINCLAIR | ||||||||||||||
| MEDICAL DIRECTOR | $274,038 | $0 | $0 | $0 | $0 | $0 | $121,870 | $0 | $4,200 | $0 | $400,108 | $0 | $0 | $0 |
| EDWARD SHERTZ | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $231,036 | $0 | $0 | $0 | $1,188 | $0 | $102,242 | $0 | $4,616 | $0 | $339,082 | $0 | $0 | $0 |
| LESLIE J POTTER | ||||||||||||||
| PSYCHIATRIST | $243,257 | $0 | $0 | $0 | $162 | $0 | $107,245 | $0 | $8,005 | $0 | $358,669 | $0 | $0 | $0 |
| EDGAR EPPERSON | ||||||||||||||
| PHARMACY DIRECTOR | $143,314 | $0 | $0 | $0 | $1,188 | $0 | $63,664 | $0 | $5,338 | $0 | $213,504 | $0 | $0 | $0 |
| JAMES RYBARCZYK | ||||||||||||||
| THERAPY DIRECTOR | $137,790 | $0 | $0 | $0 | $270 | $0 | $60,844 | $0 | $9,720 | $0 | $208,624 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION, BLUEGRASS.ORG, INC., PAYS THE COMPENSATION TO THE PRESIDENT/CEO AND CFO AND USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE PHELPS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF KEY EMPLOYEE | RelationshipDescriptionTxt |
| Transaction | $70,433 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | MICHELE R. PHELPS, DIRECTOR OF COMPLIANCE, IS MARRIED TO DAVID W. PHELPS, FACILITY DIRECTOR, WHO IS A KEY EMPLOYEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE, A DRAFT IS MADE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST STATEMENT ANNUALLY AND HAS A BRIEF OVERVIEW OF THE REQUIREMENT TO DISCLOSE. NEW BOARD MEMBERS HAVE AN ORIENTATION WHICH INCLUDES THE DETAILS OF THE POLICY. KEY EMPLOYEES ARE GIVEN A REVIEW OF THE POLICY ANNUALLY AND NEW KEY EMPLOYEES ARE EDUCATED ON THE POLICY IN DAY TWO OF ORIENTATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | A RELATED ORGANIZATION USES THE FOLLOWING PROCESS: COMPENSATION OF THE PRESIDENT/CEO IS REVIEWED AT INITIAL APPOINTMENT AND ANNUALLY THEREAFTER. NATIONWIDE SURVEYS ARE USED WHICH INCLUDE THE STATE OF KENTUCKY AND OTHER NOT FOR PROFIT ORGANIZATIONS. THE BOARD OF DIRECTORS IS GIVEN THIS INFORMATION WHICH IS REVIEWED AND DISCUSSED. THE BOARD THEN DETERMINES THE SALARY OF THE PRESIDENT/CEO. FOR OTHER OFFICERS OR KEY EMPLOYEES NATIONAL AND LOCAL SURVEY INFORMATION IS REVIEWED BY THE HUMAN RESOURCES DIRECTOR TO ASSIST IN DETERMINING SALARIES. WHEN BROAD SALARY ADJUSTMENTS ARE DEEMED NECESSARY IN ORDER TO BE IN LINE WITH LOCAL MARKETS, THE INFORMATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE SUBMITTED TO THE COMMONWEALTH OF KENTUCKY AS REQUIRED BY CONTRACT. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE LOCATION. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BLUEGRASS OAKWOOD, INC. IS AUDITED AS PART OF THE BLUEGRASS.ORG, INC.CONSOLIDATED GROUP. BLUEGRASS OAKWOOD, INC. IS INCLUDED IN THE BLUEGRASS.ORG, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS AN AUDIT/FINANCE COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AQUEDUCT PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233198 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| ASHLAND GROUP HOME INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342188 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| BIVINS PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 311498544 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| BLUEGRASS REGIONAL INDUSTRIES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 262709818 | OPERATES A VOCATIONAL REHABILITATION PROGRAM FOR ADULTS WITH DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| BLUEGRASSORG INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 610723605 | PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE, AND DISABILITY SERVICES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| BLUEGRASS REGIONAL PSYCHIATRIC SERVICES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611286230 | PROVIDED EMPLOYEES TO STAFF EASTERN STATE HOSPITAL | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| BLUEGRASS VILLAGE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 421592989 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| BRASS RESIDENCE OF SOMERSET INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611315536 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| CASTLEWOOD INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611384219 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| CHRISTIAN CARE CAMPBELLSVILLE HOME II INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 205236196 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| CHRISTIAN CARE CAMPBELLSVILLE HOME INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 205236520 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| DANIELLE COURT INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342189 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| DELMONT PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233196 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| EUREKA SPRINGS PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233197 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| FRANKLIN PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233199 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| RALL PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 311498541 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| SPINDLETOP INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342187 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| VIRGINIA AVENUE APARTMENTS INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342190 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| OAKWOOD COMMUNITY SERVICES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 452412961 | MANAGES AN INTERMEDIATE CARE FACILITY FOR PERSONS WITH DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| KEYSELECT SERVICES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 452520786 | PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE, AND DISABILITY SERVICES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| NEW VISTA BEHAVORIAL HEALTH CARE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 452412767 | PROVIDES AN ARRAY OF HEALTH AND HUMAN SERVICES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
| BLUEGRASS STEEPLECHASE ESTATES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 263184480 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH MH/ID DISABILITIES | KY | 501(C)(3) | LINE 10 | BLUEGRASSORG INC | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEGRASS NEW DIRECTIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE BUILDING 1 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611341060 | EIN |
| Primary Activities | SOFTWARE SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEGRASSORG INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |