Civic Intelligence

Rall Place Inc.

990 • Fiscal year 2024 • EIN 31-1498541

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 04, 2024

1351 Newtown PikeLexington, KY 40511

(859) 253-1686

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

3.45x

Higher debt load relative to assets than 98% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

8.04x

Higher debt load relative to revenue than 99% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$467,858

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 441.3% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-7.0%

Faster asset growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-5.0%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$247,470

Down $18,517 (-7.0%) from 2023

Net Assets

Down

-$605,259

Down $62,117 (-11%) from 2023

Liabilities

Up

$852,729

Up $43,600 (+5.4%) from 2023

Revenue

Down

$106,026

Down $5,580 (-5.0%) from 2023

Expenses

Up

$168,143

Up $8,868 (+5.6%) from 2023

Net Income

Down

-$62,117

Down $14,448 (-30%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500K-$1.0MAssets 2011: $568,665Liabilities 2011: $881,019Net Assets 2011: -$312,3542011Assets 2012: $538,256Liabilities 2012: $881,628Net Assets 2012: -$343,3722012Assets 2013: $510,817Liabilities 2013: $879,651Net Assets 2013: -$368,8342013Assets 2014: $476,951Liabilities 2014: $872,717Net Assets 2014: -$395,7662014Assets 2015: $458,982Liabilities 2015: $802,218Net Assets 2015: -$343,2362015Assets 2016: $448,236Liabilities 2016: $797,941Net Assets 2016: -$349,7052016Assets 2017: $421,907Liabilities 2017: $801,891Net Assets 2017: -$379,9842017Assets 2018: $388,031Liabilities 2018: $812,326Net Assets 2018: -$424,2952018Assets 2019: $363,718Liabilities 2019: $815,951Net Assets 2019: -$452,2332019Assets 2020: $339,570Liabilities 2020: $800,695Net Assets 2020: -$461,1252020Assets 2021: $317,775Liabilities 2021: $798,604Net Assets 2021: -$480,8292021Assets 2022: $304,997Liabilities 2022: $800,470Net Assets 2022: -$495,4732022Assets 2023: $265,987Liabilities 2023: $809,129Net Assets 2023: -$543,1422023Assets 2024: $247,470Liabilities 2024: $852,729Net Assets 2024: -$605,2592024Assets 2025: $240,520Liabilities 2025: $895,384Net Assets 2025: -$654,8642025

Highlighted filing

2024

Assets$247,470
Liabilities$852,729
Net Assets-$605,259

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $100,8952011Expenses 2012: $105,1962012Expenses 2013: $108,7342013Revenue 2014: $87,784Expenses 2014: $114,716Net Income 2014: -$26,9322014Revenue 2015: $164,966Expenses 2015: $112,436Net Income 2015: $52,5302015Revenue 2016: $108,995Expenses 2016: $115,464Net Income 2016: -$6,4692016Revenue 2017: $86,168Expenses 2017: $116,447Net Income 2017: -$30,2792017Revenue 2018: $100,477Expenses 2018: $144,788Net Income 2018: -$44,3112018Revenue 2019: $94,326Expenses 2019: $122,264Net Income 2019: -$27,9382019Revenue 2020: $105,803Expenses 2020: $114,695Net Income 2020: -$8,8922020Revenue 2021: $107,223Expenses 2021: $126,927Net Income 2021: -$19,7042021Revenue 2022: $114,058Expenses 2022: $128,702Net Income 2022: -$14,6442022Revenue 2023: $111,606Expenses 2023: $159,275Net Income 2023: -$47,6692023Revenue 2024: $106,026Expenses 2024: $168,143Net Income 2024: -$62,1172024Revenue 2025: $133,025Expenses 2025: $182,630Net Income 2025: -$49,6052025

Highlighted filing

2024

Revenue$106,026
Expenses$168,143
Net Income-$62,117
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$106,026
Mission and Program Overview

Mission

Rall place, inc. Is a nonprofit corporation organized to provide housing for low income individuals with mental health/intellectual and developmental disabilities.

To provide housing to low income individuals with mental health/intellectual and developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$228,135$193,114▼ $35,021
Cash and Non-Interest-Bearing Accounts$5,543$9,400▲ $3,857
Accounts Receivable$3,835$3,929▲ $94
Total Assets$265,987$247,470▼ $18,517
Other Assets Total$28,474$41,027▲ $12,553
Liabilities
Mortgage Notes Payable Secured by Investment Property$783,400$783,400→ $0
Accounts Payable and Accrued Expenses$24,567$68,656▲ $44,089
Other Liabilities$1,118$545▼ $573
Deferred Revenue$44$128▲ $84
Total Liabilities$809,129$852,729▲ $43,600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-543,142$-605,259▼ $62,117
Total Net Assets Fund Balance$-543,142$-605,259▼ $62,117
Total Liabilities and Net Assets / Fund Balance$265,987$247,470▼ $18,517

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$153,614$731,135$884,749
Equipment$0$46,800$46,800
Land$39,500-$39,500
Other Assets Org$37,104--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan StarlingBoard Chair
Karen WardBoard Vice Chair
Harold MckinneyBoard Director
Joesph ConleyBoard Director
Mary June BrunkerBoard Director
Philip BergerBoard Director
Dee WerlineOffficer/board Secretary-t
Dana RoyseCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$104,868
Investment Income
$1,158
Other Revenue
$0
Change in Net Assets
$-62,117

Audited Revenue Reconciliation

Revenue per Audited Statements
$106,026
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$106,026
Total Revenue per Form 990
$106,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$35,021--$35,021
Occupancy$34,338--$34,338
Office Expenses-$17,785-$17,785
Fees for Services Management-$13,498-$13,498
Fees for Services Accounting-$7,018-$7,018
Other Expenses$2,259$3,287-$2,259
All Other Expenses$1,106$317-$1,423
Conferences and Meetings-$8-$8
Total Functional Expenses$126,230$41,913$0$168,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$168,143
Total Expenses per Audited Statements$168,143
Total Expenses per Form 990$168,143
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$545
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization does not compensate anyone; however, the related organization uses the following process: 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: dee werline and dana royse. The organization paying the compensation provided the information for the individuals estimated hours, compensation, and benefits.

Filing and Contact Details

Filer

Filer Name
Rall Place Inc
EIN
31-1498541
Phone
8592531686
Address
1351 NEWTOWN PIKE, LEXINGTON, KY 40511

Signing Officer

Name
Dee Werline
Title
Presdient/CEO
Phone
8592531686
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dee Werline
Formed
1996
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Melinda L Heck
Phone
5024269660
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from prior year. Rall place, inc. Is audited as part of the new vista of the bluegrass, inc. Consolidated group. Rall place, inc. Is included in the new vista of the bluegrass, 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.

Financial Statement Notes

PART X, LINE 2:

The project is exempt from federal, kentucky and local income taxes as a not-for-profit corporation as described under internal revenue code section 501(c)(3). The project files an informational tax return in the u.s. Federal jurisdiction. However, income from certain activities not directly related to the project's tax-exempt purpose may be subject to taxation as unrelated business income. Management does not believe that the project has unrelated business income for the years ended june 30, 2024 and 2023. As of june 30, 2024 and 2023, the project 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.

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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0104868
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01158
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0110942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0114048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0107215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0105744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0542817
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01158
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0664
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01899
IRS990ScheduleA/InvestmentIncomeCYPct00.00350
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt0542817
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105744
IRS990ScheduleA/Total509Grp/TotalAmt0542817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0111606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0105803
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0544716
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0153614
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0731135
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0884749
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046800
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046800
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0168143
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt039500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt039500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0822
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13101
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt237104
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REPLACEMENT RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0545
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0106026
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT IS EXEMPT FROM FEDERAL, KENTUCKY AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE PROJECT FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE PROJECT'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE PROJECT HAS UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. AS OF JUNE 30, 2024 AND 2023, THE PROJECT 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0193114
IRS990ScheduleD/TotalBookValueOtherAssetsAmt041027
IRS990ScheduleD/TotalExpensesPerForm990Amt0168143
IRS990ScheduleD/TotalLiabilityAmt0545
IRS990ScheduleD/TotalRevenuePerForm990Amt0106026
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0106026
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0168143
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt051751
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0370186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1243076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt033026
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124674
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1270
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEE WERLINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANA ROYSE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0OFFFICER/BOARD SECRETARY-T
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0467858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1289564
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANIZATION, NEW VISTA OF THE BLUEGRASS, INC., PAYS THE COMPENSATION TO THE OFFICERS 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
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT COMPENSATE ANYONE; HOWEVER, THE RELATED ORGANIZATION USES THE FOLLOWING PROCESS: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AUDITED 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INDIVIDUALS LISTED BELOW WORK MORE THAN 40 HOURS EACH WEEK ON AVERAGE WHEN THIS ORGANIZATION AND ALL RELATED ORGANIZATIONS ARE AGGREGATED: DEE WERLINE AND DANA ROYSE. THE ORGANIZATION PAYING THE COMPENSATION PROVIDED THE INFORMATION FOR THE INDIVIDUALS ESTIMATED HOURS, COMPENSATION, AND BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. RALL PLACE, INC. IS AUDITED AS PART OF THE NEW VISTA OF THE BLUEGRASS, INC. CONSOLIDATED GROUP. RALL PLACE, INC. IS INCLUDED IN THE NEW VISTA OF THE BLUEGRASS, 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0NEW VISTA OF THE BLUEGRASS INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW VISTA REAL ESTATE HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0833321407
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLDS PROPERTY OF NEW VISTA OF THE BLUEGRASS, INC.
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01351 NEWTOWN PIKE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd040511
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NEW VISTA OF THE BLUEGRASS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0611341060
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SOFTWARE SUPPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BLUEGRASS NEW DIRECTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01351 NEWTOWN PIKE BUILDING 1
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0KY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.41$8.95$6.55$1.33$1.83$0.50
2024Detailed filing. Detailed filing data is available for this year.$2.47$8.53$6.05$1.06$1.68$0.62
2023Detailed filing. Detailed filing data is available for this year.$2.66$8.09$5.43$1.12$1.59$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.05$8.00$4.95$1.14$1.29$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.18$7.99$4.81$1.07$1.27$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.40$8.01$4.61$1.06$1.15$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.64$8.16$4.52$0.94$1.22$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.88$8.12$4.24$1.00$1.45$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.22$8.02$3.80$0.86$1.16$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.48$7.98$3.50$1.09$1.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.59$8.02$3.43$1.65$1.12$0.53
2014Detailed filing. Detailed filing data is available for this year.$4.77$8.73$3.96$0.88$1.15$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$8.80$3.69$1.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$8.82$3.43$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$8.81$3.12$1.01