New Vista

Nonprofit profile at a glance

EIN
610723605
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Lexington, KY, United States
Phone
1.800.928.8000
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Mental Health Center

Official website

Reported finances

Revenue
$122,065,727
Expenses
$118,313,644
Assets
$68,094,111
Liabilities
$13,442,124

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • DANA R ROYSE (INCOMING PRESIDENT/CEO (EFF. 1.2025))
  • DEE WERLINE (PRESIDENT/CEO)

Highest reported compensation

  • DEE WERLINE (PRESIDENT/CEO): $509,461 total reported compensation
  • RIZWAN ALI (PSYCHIATRIST): $367,098 total reported compensation
  • DAVID HUDSON (CHIEF MEDICAL OFFICER): $366,402 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

New Vista assists individuals and families in the enhancement of their emotional, mental and physical well-being by providing behavioral health, substance use, intellectual and developmental disability and primary care services. The non-profit Central Kentucky Regional Mental Health Board was the first in Kentucky, beginning operation in 1965. Today, New Vista provides outpatient services to nearly 25,000 adults, children and families in 17 Central Kentucky counties. Our mission is to work with our communities to develop innovative programs to respond rapidly to individual and community needs. New Vista continues as a non-profit to provide an integrated system of care partnered with the highest level of service to assure positive outcomes for individuals and families in the areas of mental health, substance use and intellectual and developmental disabilities. Annually New Vista...

What it reported doing in 2024

Idd services: new vista of the bluegrass, inc. Serves as the primary assessment entity for all individuals seeking the michelle p. Waiver, a medicaid funded program, within our region. This system includes all initial assessments, as well as annual re-certifications for continued services. New vista of the bluegrass, inc. Continues to provide intellectual and developmental disabilities medicaid waiver case management services. Financial management is also provided to individuals who receive participant directed services. The medicaid waivers include supports for community living, michelle p, acquired brain injury and acquired brain injury - long term care. New vista of the bluegrass, inc. Idd services continue to focus on the needs of individuals with co-occurring behavioral health needs. New vista of the bluegrass, inc. Has a 24-hour, 7 day a week crisis response system that assists individuals with receiving support in the least restrictive environment and preventing in-patient hospitalization. New vista of the bluegrass, inc. Idd services also provides evaluators to respond to all 202b petitions for involuntary admission to an intermediate care facility that are presented in the new vista of the bluegrass, inc. Region. New vista of the bluegrass, inc. Also continues to provide initial evaluation and primary service coordination under the point of entry for the keis (Kentucky early intervention system) program. This program serves children birth to 3 years of age, who are at risk of disability, or have a disability.new vista of the bluegrass, inc. Provides an array of services to individuals with idd through the community mental health center contract. These services include: access and referral, case management, subcontracted services to individuals who are on wait lists for medicaid waivers, specialized services coordination in nursing facilities through pasrr; and financial and technical support to affiliate providers of idd services within the region. The support provided to affiliates assists with increasing the availability of services throughout the region. Mental health (children): new vista of the bluegrass, inc. Is a certified community behavioral health clinic (ccbhc) providing a wide range of services to children, adolescents and families throughout the region in the form of care coordination, therapy, case management, psychiatric services, crisis services, supported employment, high fidelity wraparound, first episode psychosis (ihope) and targeted substance use treatment and psychoeducation for youth and families. New vista of the bluegrass, inc. Also has school-based services which include clinical supports, groups and psychoeducation to students as well as training opportunities for school staff.for children and adolescents in crisis, new vista of the bluegrass, inc. Provides a 24/7 response, meeting the individual in the community, school and via telehealth. Children and families utilize this service to prevent, divert or step down from hospitalization. Through a grant funded program in collaboration with the Kentucky department of community based services (dcbs), new vista of the bluegrass, inc. Operates a sobriety treatment and recovery team (start) that provides service coordination to dcbs families affected by substance misuse to help determine service needs and link to resources. New vista of the bluegrass, inc. Supports families through high fidelity wraparound, which provides intensive supports and referrals to families with children with more intensive mental health needs. Youth peer support specialists are also available and work with children, adolescents, families and dcbs to engage as someone with lived experience. The early childhood mental health specialist and early childhood consultant provide training, consultation, and/or treatment to children birth to 5, families impacted by substance use and exposure as well as pregnant and parenting youth at risk for substance use disorder.new vista of th

Operating model

Revenue model
Earned-program. 86% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 100
  • Accountability: 100
  • Sustainability: 43
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.7%; rating input score 82
  • Program expense ratio: 85.5%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 6 of 6 controls in place; rating input score 100
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.1%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 0.58; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0.2; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 2.4%; rating input score 48; 48th percentile among comparable filings

Growth

  • Program expense growth: 5.9% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 1.6% per year; rating input score 100; 13th percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 81.7% of revenue deployed · 85.5% of spending went to programs
  • Governance: 15 of 15 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $101.2M in reported program spending
  • Leadership: top reported pay $509K · 27 people listed · 6 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $801K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 6 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 12 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 24 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 48/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • Moderate — Sustainability: Officer compensation ratio scored 48/100.