NEW VISTA COMMUNITIES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEW VISTA COMMUNITIES INC (EIN 20-5452909)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201400439349302025
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-12T16:36:31-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611064249 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE ROAD SUITE 1100 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 402225187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205452909 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEGRASS OAKWOOD INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLUE | NameControl |
| Phone | 8592531686 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40511 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID HANNA | Name |
| Title | INTERIM PRESIDENT/CEO | Title |
| Phone | 8592531686 | Phone |
| Date Signed | 2014-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER R HUGHES CPA | Name |
| PTIN | P00350026 | PTIN |
| Phone | 5024269660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID HANNA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 48451522 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BLUEGRASS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | MANAGEMENT OF INTERMEDIATE CARE FACILITY FOR PERSONS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 824 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 51414759 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 48419445 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 38383 | InvestmentIncomePriorYear |
| Investment Income Current Year | 31942 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 59853 | OtherRevenuePriorYear |
| Other Revenue Current Year | 135 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 51512995 | TotalRevenuePriorYear |
| Total Revenue Current Year | 48451522 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 39790622 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37029140 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10506087 | OtherExpensePriorYear |
| Other Expenses Current Year | 11390306 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 50296709 | TotalExpensesPriorYear |
| Total Expenses Current Year | 48419446 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1216286 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 32076 | RevenuesLessExpensesCY |
| Total Assets BOY | 17668680 | TotalAssetsBOY |
| Total Assets EOY | 18731975 | TotalAssetsEOY |
| Total Liabilities BOY | 3872568 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4903787 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13796112 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13828188 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 40577916 | Expense |
| Revenue | 48419445 | Revenue |
| Description | -THE OAKWOOD MOBILE ASSESSMENT TEAM (MAT) CONTINUALLY PROVIDES EVALUATIONS, CONSULTATIONS AND COLLABORATION TO INDIVIDUALS AND COMMUNITY SUPPORT TEAMS THROUGHOUT THE YEAR.-THERAPY SERVICES CONTINUES TO PROVIDE ASSESSMENT, DIRECT TREATMENT, CONSULTATION AND TRAINING FOR INDIVIDUALS RESIDING AT OAKWOOD AS WELL AS FOR INDIVIDUALS IN THE COMMUNITY THROUGH THE OAKWOOD OUTPATIENT CLINIC.-OAKWOOD CONTINUES TO PROMOTE COMMUNITY AWARENESS OF THE CLINICS AND AUXILIARY SERVICES AVAILABLE TO PEOPLE IN THE COMMUNITY THROUGH THE MONTHLY PRESENTATIONS OF PROVIDER AND SPECIAL FORUMS.-ON-SITE PSYCHIATRIST WAS ADDED FOR IMPROVED MEDICAL AND BEHAVIORAL CARE OF THE RESIDENTS OF OAKWOOD.-BLUEGRASS EXPRESSION, THE OFF CAMPUS STORE FOR SHOWCASING AND SELLING HAND-CRAFTED PRODUCTS MADE BY THE INDIVIDUALS LIVING AT OAKWOOD, EXPANDED BY OPENING THE ONLY TEA ROOM IN THE LAKE CUMBERLAND AREA. THIS EXPANSION PROVIDES ADDITIONAL EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS LIVING AT OAKWOOD.-OBTAINED OPERATING LICENSE FOR THE OAKWOOD SPECIALTY IC CLINIC WHICH IS THE FIRST OUTPATIENT CLIENT SPECIFICALLY DESIGNED TO SERVE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN THE NATION.-SELF ADVOCACY FOR EVERYONE (SAFE), A RESIDENT COUNCIL, WAS ORGANIZED TO HELP PROMOTE INDIVIDUAL RIGHTS AND IS NOW RECOGNIZED BY THE AMERICAN ASSOCIATE ON INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (AAIDD).-EMPLOYEE COMMUNICATION/CARE TRACKER SYSTEM WAS IMPLEMENTED.-OAKWOOD CONTINUES TO EXPAND STUDENT PLACEMENT/INTERNSHIPS FROM VARIOUS UNIVERSITIES AND COLLEGES, SUCH AS EASTERN KENTUCKY UNIVERSITY DIETETIC PROGRAM, SOMERSET COMMUNITY COLLEGE PHARMACY TECHNOLOGY PROGRAM, UNION COLLEGE PSYCHOLOGY DEPARTMENT, AND UNIVERSITY OF THE CUMBERLANDS PHYSICIAN ASSISTANT PROGRAM.-OAKWOODS MEDICAL STAFF OBTAINED CREDENTIALING AT UK FOR VOLUNTARY FACULTY APPOINTMENTS. | Description |
| Total Program Service Expense | 40577916 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 824 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA ROYSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8592531686 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTON PIKE | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SCOTT GOULD | |||||||
| CHAIRMAN | 0.80 | X | X | 0 | 0 | 0 | |
| DAVID WEBB | |||||||
| VICE CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| MARY STITH HAMLIN | |||||||
| TREASURER | 0.80 | X | X | 0 | 0 | 0 | |
| KAREN WARD | |||||||
| SECRETARY | 0.80 | X | X | 0 | 0 | 0 | |
| ANTHONY WILHOIT | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| BILL ALVERSON | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| BRUCE BROOKS | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| CAROLYN SIEGEL | |||||||
| ASSOCIATE BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| CONNIE MORGAN | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JACQUE HUKILL | |||||||
| ASSOCIATE BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JAMES ALEXANDER MD | |||||||
| ASSOCIATE BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JAMES PARMAN | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JOSEPH CONLEY | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JOE ANN DOVE | |||||||
| ASSOCIATE BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| KENNETH WALL | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| LEE KANATZER | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| PEGGY TUDOR | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| PHIL BERGER | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| RANDY DINSMORE | |||||||
| ASSOCIATE BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| ROLLIN TARTER | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| SAM KAD MD | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| SUNDY OBI | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| TINA HIX | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| WILLIAM BREWER | |||||||
| BOARD DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| SHANNON WARE | |||||||
| FORMER PRESIDENT/CEO | 12.00 | X | 0 | 273745 | 25470 | ||
| TAMBARA NALLE | |||||||
| FORMER VICE PRESIDENT/CFO | 12.00 | X | 0 | 165692 | 16796 | ||
| DAVID HANNA | |||||||
| INTERIM PRESIDENT/CEO | 12.00 | X | 0 | 117550 | 20701 | ||
| DANA ROYSE | |||||||
| CFO | 12.00 | X | 0 | 67335 | 15433 | ||
| DAVID PHELPS | |||||||
| FACILITY DIRECTOR | 37.50 | 148945 | 0 | 13354 | X | ||
| KEITH SINCLAIR | |||||||
| MEDICAL DIRECTOR | 37.50 | 299766 | 0 | 21594 | X | ||
| EDWARD SHERTZ | |||||||
| ASSOCIATE MEDICAL DIRECTOR | 37.50 | 213435 | 0 | 22383 | X | ||
| JAMES RYBARCYZK | |||||||
| THERAPY DIRECTOR | 37.50 | 129921 | 0 | 19510 | X | ||
| AIMEE CHAMBERS | |||||||
| PHARMACY DIRECTOR | 37.50 | 122823 | 0 | 17322 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 914890 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 624322 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 172563 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXHO OPERATIONS LLC | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60673 | FOOD SERVICE | 2203096 |
| CROTHALL SERVICE GROUP | |||||
| 13025 COLLECTION CTR | CHICAGO | IL | 60696 | JANITORIAL SERVICE | 366630 |
| FIRST LAB | |||||
| PO BOX 1450 | CORBIN | KY | 40702 | LABORATORY | 174470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STATE CONTRACT REVENUE | 623990 | 47347044 | 47347044 |
| PATIENT SERVICE REVENUE | 623990 | 1072401 | 1072401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 48419445 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31942 | TotalRevenueColumn |
| Exclusion | $31,942 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 135 | TotalRevenueColumn |
| Exclusion | $135 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 135 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48451522 | TotalRevenueColumn |
| Related Or Exempt Function Income | 48419445 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $32,077 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22936128 | Total |
| Program Services | 20691338 | ProgramServices |
| Management And General | 2244790 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5177681 | Total |
| Program Services | 4637025 | ProgramServices |
| Management And General | 540656 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7332080 | Total |
| Program Services | 6652161 | ProgramServices |
| Management And General | 679919 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1583251 | Total |
| Program Services | 1426090 | ProgramServices |
| Management And General | 157161 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3809532 | Total |
| Program Services | 600507 | ProgramServices |
| Management And General | 3209025 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1745 | Total |
| Program Services | 275 | ProgramServices |
| Management And General | 1470 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13500 | Total |
| Program Services | 2128 | ProgramServices |
| Management And General | 11372 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150 | Total |
| Program Services | 24 | ProgramServices |
| Management And General | 126 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10903 | Total |
| Program Services | 2603 | ProgramServices |
| Management And General | 8300 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2767 | Total |
| Management And General | 2767 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1019352 | Total |
| Program Services | 730418 | ProgramServices |
| Management And General | 288934 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 693462 | Total |
| Program Services | 691638 | ProgramServices |
| Management And General | 1824 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11145 | Total |
| Program Services | 7149 | ProgramServices |
| Management And General | 3996 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11235 | Total |
| Program Services | 2303 | ProgramServices |
| Management And General | 8932 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675388 | Total |
| Program Services | 106463 | ProgramServices |
| Management And General | 568925 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD SUPPLIES | 2211657 | 2211657 | |
| CLIENT PERSONAL SPENDIN | 1072401 | 1072401 | |
| CONTRACT LABOR | 787434 | 754991 | 32443 |
| DRUG SUPPLIES | 750521 | 750521 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319114 | Total |
| Program Services | 238224 | ProgramServices |
| Management And General | 80890 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48419446 | Total |
| Program Services | 40577916 | ProgramServices |
| Management And General | 7841530 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1005 | BOY |
| EOY | 1005 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12992457 | BOY |
| EOY | 12744588 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2813263 | BOY |
| EOY | 5506322 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547922 | BOY |
| EOY | 472155 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1305000 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9033 | BOY |
| EOY | 7905 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17668680 | BOY |
| EOY | 18731975 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3872568 | BOY |
| EOY | 4903787 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3872568 | BOY |
| EOY | 4903787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13796112 | BOY |
| EOY | 13828188 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13796112 | BOY |
| EOY | 13828188 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17668680 | BOY |
| EOY | 18731975 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 32076 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71423268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71495588 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67089853 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51414759 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48419445 | CurrentTaxYear |
| Total | 309842913 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71423268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71495588 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67089853 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51414759 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48419445 | CurrentTaxYear |
| Total | 309842913 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 309842913 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19004 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18168 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38383 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31942 | CurrentTaxYear |
| Total | 147439 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19004 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18168 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38383 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31942 | CurrentTaxYear |
| Total | 147439 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 823 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59853 | CurrentTaxYearMinus1Year |
| Current Tax Year | 135 | CurrentTaxYear |
| Total | 60811 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71442272 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71513756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67130618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51512995 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48451522 | CurrentTaxYear |
| Total | 310051163 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99930 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99930 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00050 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00060 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 48451522 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 48451522 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 48451522 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48419446 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48419446 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 48419446 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL, KENTUCKY 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, 2013. AS OF JUNE 30, 2013, 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. TAX YEARS STILL OPEN UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS REMAIN SUBJECT TO REVIEW AND CHANGE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHANNON WARE | ||||||||||||||
| FORMER PRESIDENT/CEO | 0 | 240879 | 0 | 31008 | 0 | 1858 | 0 | 13916 | 0 | 11554 | 0 | 299215 | 0 | 0 |
| TAMBARA NALLE | ||||||||||||||
| FORMER VICE PRESIDENT/CFO | 0 | 160177 | 0 | 5101 | 0 | 414 | 0 | 8864 | 0 | 7932 | 0 | 182488 | 0 | 0 |
| DAVID PHELPS | ||||||||||||||
| FACILITY DIRECTOR | 143955 | 0 | 4576 | 0 | 414 | 0 | 7855 | 0 | 5499 | 0 | 162299 | 0 | 0 | 0 |
| KEITH SINCLAIR | ||||||||||||||
| MEDICAL DIRECTOR | 289328 | 0 | 9250 | 0 | 1188 | 0 | 12250 | 0 | 9344 | 0 | 321360 | 0 | 0 | 0 |
| EDWARD SHERTZ | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | 206511 | 0 | 6150 | 0 | 774 | 0 | 13805 | 0 | 8578 | 0 | 235818 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 3 | THE RELATED ORGANIZATION, BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD, 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. |
| PART I, LINE 4B | THE RELATED ORGANIZATION, BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD, INC. DBA BLUEGRASS.ORG, PARTICIPATES IN A NON-QUALIFIED RETIREMENT PLAN FOR KEY EMPLOYEES. THE PLAN WAS INITIATED IN 1995, WHEN KEY EMPLOYEES ARE VESTED AND ELIGIBLE FOR RECEIPT, THEY MUST BE PAID ACCORDING TO THE PLAN DOCUMENT. FOR CURRENT TAX YEAR, THERE WERE NO PAYMENTS FROM THE PLAN. THE ORGANIZATION HAS ADOPTED THE BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD, INC. EXECUTIVE BENEFIT PLAN (PLAN) UNDER WHICH THE EMPLOYER WILL DETERMINE ELIGIBLE EMPLOYEES TO PARTICIPATE. IN 2013, THE BOARD OF DIRECTORS VOTED TO TERMINATE THE NON-QUALIFIED RETIREMENT PLAN. DAVID W. PHELPS WAS A PARTICIPANT OF THE PLAN FROM THIS ORGANIZATION. THE PARTICIPANTS OF THE PLAN FROM THE RELATED ORGANIZATION DURING THE YEAR WERE: SHANNON P. WARE DAVID E. HANNA TAMBARA A. NALLE DANA R. ROYSE |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ERIC CRABTREE | |||
| FAMILY MEMBER OF FORMER PRESIDENT/CEO | 146634 | EMPLOYMENT | 0 |
| LINDSEY CRABTREE | |||
| FAMILY MEMBER OF FORMER PRESIDENT/CEO | 296489 | BUSINESS TRANSACTION | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | SHANNON P. WARE, FORMER PRESIDENT / CEO IS THE STEP-MOTHER-INLAW- TO ERIC CRABTREE, INFORMATION SYSTEMS DIRECTOR. NEITHER ARE CURRENTLY EMPLOYED. |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | SHANNON P. WARE, FORMER PRESIDENT / CEO IS THE MOTHER-IN-LAW TO LINDSEY CRABTREE WHO IS EMPLOYED BY ARC ADMINISTRATORS. ARC ADMINISTRATORS IS THE THIRD PARTY ADMINISTRATOR OF THE SELF FUNDED HEALTH INSURANCE PLAN AND OTHER EMPLOYEE BENEFITS SUCH AS FLEXIBLE SPENDING, DEPENDENT CARE, AND HEALTH SAVINGS ACCOUNTS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 AND PRESENTATION TO THE ORGANIZATIONS AUDIT/FINANCE COMMITTEE AND CHIEF FINANCIAL OFFICER (CFO). FINALLY, THE AUDIT/FINANCE COMMITTEE AND CFO MEET WITH THE INDEPENDENT TAX PREPARER TO REVIEW FORM 990 AND MAKE ANY FINAL CHANGES PRIOR OT ITS FILING. A DRAFT IS ALSO MADE AVAILABLE FOR THE BOARD OF DIRECTORS TO REVIEW. |
| 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 | THE 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 BOTH THE COMMONWEALTH OF KENTUCKY AS REQUIRED BY CONTRACT AND TO THE FEDERAL CLEARINGHOUSE AS REQUIRED. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE LOCATION. |
| FORM 990, PART VII | THE INDIVIDUALS LISTED BELOW WORK MORE THAN 40 HOURS EACH WEEK ON AVERAGE WHEN THIS ORGANIZATION AND ALL RELATED ORGANIZATIONS ARE AGGREGATED. SHANNON P. WARE DAVID E. HANNA, PHD TAMBARA A. NALLE DANA R. ROYSE THE ORGANIZATION PAYING THE COMPENSATION PROVIDED THE INFORMATION FOR THE INDIVIDUALS ESTIMATED HOURS, COMPENSATION AND BENEFITS. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BLUEGRASS OAKWOOD, INC. IS AUDITED AS PART OF THE BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD, INC. CONSOLIDATED GROUP. BLUEGRASS OAKWOOD, INC. IS INCLUDED IN THE BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD, 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
Form990 Schedule R Part II Form990ScheduleRPartII (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| AQUEDUCT PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233198 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| ASHLAND GROUP HOME INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342188 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| BIVINS PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 311498544 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| BLUEGRASS REGIONAL INDUSTRIES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 262709818 | PAYS INDIVIDUALS WITH INTELLECTUAL DISABILITIES WHO WORK IN A SHELTERED WORK | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 610723605 | PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE AND INTELLECTUAL AND DEVELOPMENTAL D | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| BLUEGRASS REGIONAL PSYCHIATRIC SERVICES | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611286230 | MANAGES AN INPATIENT PSYCHIATRIC HOSPITAL UNDER CONTRACT WITH THE COMMONWEAL | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| BLUEGRASS VILLAGE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 421592989 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| BRASS RESIDENCE OF SOMERSET INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611315536 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| CASTLEWOOD INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611384219 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| CHRISTIAN CARE CAMPBELLSVILLE HOME II INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 205236196 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| CHRISTIAN CARE CAMPBELLSVILLE HOME INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 205236520 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| DANIELLE COURT INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342189 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| DELMONT PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233196 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| EUREKA SPRINGS PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233197 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| FRANKLIN PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 611233199 | PROVIDE RESIDENTIAL HOUSING TO MENTALLY ILL INDIVIDUALS | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| RALL PLACE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 311498541 | PROVIDE RESIDENTIAL HOUSING TO MENTALLY ILL INDIVIDUALS | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| SPINDLETOP INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342187 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| VIRGINIA AVENUE APARTMENTS INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 300342190 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| OAKWOOD COMMUNITY SERVICES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 452412961 | MANAGE AN INTERMEDIATE CARE FACILITY FOR INDIVIDUALS WITH INTELLECTUAL AND D | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| KEYSELECT SERVICES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 452520786 | PROVIDES MENTAL HEALTH, SUBSTANCE ABUSE AND INTELLECTUAL AND DEVELOPMENTAL D | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| NEW VISTA BEHAVORIAL HEALTH CARE INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 452412767 | MANAGE AN INPATIENT PSYCHIATRIC HOSPITAL UNDER CONTRACT WITH THE COMMONWEALT | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
| BLUEGRASS STEEPLECHASE ESTATES INC | ||||||||||
| 1351 NEWTOWN PIKE BUILDING 1 | LEXINGTON | KY | 40511 | 263184480 | PROVIDE RESIDENTIAL HOUSING TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES | KY | 501(C)(3) | LINE 9 | BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD INC | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEGRASS NEW DIRECTORS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 NEWTOWN PIKE BUILDING 1 | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611341060 | EIN |
| Primary Activity | PROVIDE EXECUTIVE MANAGEMENT AND CONSULTING | PrimaryActivity |
| Legal Domicile State | KY | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |