1351 Newtown Pike
Lexington KY 40511
Contact Information
Address 1351 Newtown Pike
Lexington, KY 40511
Phone (859) 253-1686
Fax 859 381-1256
Contact Name Paul Beatrice
At A Glance
IRS Ruling Year 1972
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Mission Statement The mission of is to assist individuals and families in the enhancement of their emotional, mental and physical well-being by providing mental health, intellectual/developmental disabilities and substance abuse services. We recognize our responsibility to serve those who have limited options for meeting their needs. We plan with 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.
Background Statement Kentucky's Community Mental Health - Mental Retardation Boards were enabled by the State Legislature in 1964, following the passage of the Federal Community Mental Health Centers Act of 1963. The Central Kentucky Regional Mental Health Board, the first in the Commonwealth of Kentucky, began operation in 1965. In 1971, the Central Kentucky Regional Mental Health Board merged with the Southern Bluegrass Regional Mental Health-Mental Retardation Board to form, what is today, the Bluegrass Regional Mental Health-Mental Retardation Board. Our Community Mental Health Center provides primarily outpatient services to approximately 30,000 individuals (adults and children) in the seventeen counties of the Bluegrass Area Development District. A key component of the Bluegrass mission is to plan with our communities to develop innovative programs to respond rapidly to individual and community needs. In 1995, we expanded our expertise and service diversification and began operating Eastern State Hospital under a contract separate from Community Mental Health. The operation of a State Psychiatric Facility under the umbrella of a not-for-profit Community Mental Health Board was at the time, and continues to be, a unique arrangement that has demonstrably improved both the quality of inpatient care, and the continuity of care for individuals with mental illness. Eastern State Hospital serves 50 of 120 Counties in the Commonwealth of Kentucky and over 2000 patients annually. In the late nineties, we embarked upon an entrepreneurial venture to provide consultation, technical assistance and software solutions to our sister agencies through the establishment of Bluegrass New Directions. Currently, we provide Crisis Line/Call Center Services, Financial Software Systems and our proprietary Electronic Health Record (MH Expert ©) to other Community Mental Health Centers in the Commonwealth. In 2006, the Bluegrass Board of Directors, once again, responded to the needs of Kentucky's citizens and communities and initiated an agreement with the Commonwealth to manage the Oakwood ICFMR facility in Somerset, Kentucky. This facility is now one of the premier Intermediate Care Facilities in the Nation, public or private. Today, the distinct, but, integrated systems of care in the Bluegrass provide a most unique platform from which to provide the highest level of service and assure positive clinical outcomes to all clients and families seeking assistance.
Impact Statement Accomplishments: 28,716 Clients Served in 2013 ($4.48 million in charity care)Eli Lilly Reintegration AwardMedicaid Funding Restored for Bluegrass Oakwood Goals for Current Year: Successful MCO Integration for Medicaid ClientsLegislative Priority
Geographic Areas Served
Anderson County
Bourbon County
Boyle County
Clark County
Estill County
Fayette County
Franklin County
Garrard County
Harrison County
Jessamine County
Lincoln County
Madison County
Mercer County
Nicholas County
Powell County
Pulaski County
Scott County
Woodford County
Board Chair
Board Chair Ms. Carolyn Siegel Board Chair
Company Affiliation Retired Professor of Marketing - EKU
Board Members
Dr. James G. Alexander M.D.PhysicianVoting
Mr. Phillip BergerRetired Professor of Public Policy, University of KentuckyVoting
Mr. William BrewerRetired Public Assistance Program SpecialistVoting
Mr. Joseph ConleyLawyer, Master Commissioner, (Retired Nicholas County Attorney)Voting
Mr. Randy DinsmoreSocial Security Disability RepresentativeVoting
Ms. Joe Ann DoveRetired Executive Director of Clark County Association for Handicapped Citizens, Inc.Voting
Mr. Scott GouldEckman/Freeman Associates
Ms. Mary Stith Hamlin Board TreasurerFuneral Home DirectorVoting
Ms. Tina HixMedical Technologist/Director of Clinical Services Marcum and Wallace Memorial HospitalVoting
Ms. Jacque HukillRetired Correction Program Administrator for the Department of Juvenile Justice. Retired from the Kentucky Department of EducationVoting
Dr. Sam Kad M.D.Physician, Administrator, Educator, ResearcherVoting
Ms. Constance MorganRetired Nurse EducatorVoting
Mr. Sunday ObiCollege Professor - Associate ProfessorVoting
Mr. James ParmanOperations Manager, Hometown Broadcasting, Danville, KYVoting
Ms. Carolyn Siegel Board ChairRetired Professor of Marketing, Eastern Kentucky UniversityVoting
Mr. Rollin Tarter Board Vice ChairRetired Administrator, MinisterVoting
Ms. Peggy TudorFaculty/Professor EKUVoting
Ms. Karen Ward SecretaryBusinesswoman, Padgett Construction, Inc.Voting
Ms Linda WattRetired NurseVoting
Mr. David WebbAttorney, Circuit Court Master CommissionerVoting
Board Demographics - Ethnicity. Add number
Asian American/Pacific Islander 1
Caucasian 16
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 11
Female 9
Unspecified 0
Board Term Lengths 4
Board Term Limits 2
Board Meeting Attendance % 67%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 0%
Number of Full Board Meetings Annually 12
CEO/Executive Director
Executive Director Paul R. Beatrice
Term Start Apr 2014
Full Time Staff 1549
Part Time Staff 156
Volunteers 55
Contractors 6
Retention Rate 70%
Staff Demographics - Ethnicity
African American/Black 140
Asian American/Pacific Islander 29
Caucasian 1529
Hispanic/Latino 2
Native American/American Indian 2
Staff Demographics - Gender
Male 467
Female 1238
Unspecified 0
 Comprehensive Care Center:
  • Outpatient Services for Mental Health (MH), Intellectual and Developmental Disabilities (IDD) and Substance Abuse (SA)
  • Case Management for Adults with Severe and Persistent Mental Illness (SPMI) 
  • Children's Services
  • Consultation and Education
  • Courts and Jails
  • Emergency Services

Children’s Services:

  • Afterschool Program
    Intensive Outpatient MH Services
  • Intensive Case Management and Support Services
  • OutpatientAdolescentsSchooland Home-Based Therapy

 IDD Services:

  • Residential Support
  • Adult Day Training
  • Community Living Support
  • Respite and Therapies

Substance Abuse Services:

  • Residential Treatment and Detoxification
  • Education and Prevention
  • Alcohol Prevention Enhancement
  • Early Intervention for Youth under Age 21
  • Outpatient Services for SA Pregnant Women
  • Outpatient Counseling for MH & SA
  • Living Arrangements

Regional Programs (SPMI):

  • Community-Based Intensive Treatment
  • Short Term Crisis Intervention
  • Outpatient MH Services for Homeless
  • Supportive Apartment Program
  • Intensive Case Management for Children


  • Region-Wide Intake, Assessment and Scheduling
Category Mental Health, Substance Abuse Programs, General/other Outpatient Mental Health Treatment
Population Served People/Families with of People with Psychological Disabilities, Alcohol, Drug, Substance Abusers, Other Health/Disability
Bluegrass Oakwood is an Intermediate Care Facility supporting individuals with intellectual and developmental disabilities. The facility opened in 1972 and is located in scenic Somerset, Kentucky, which is nestled between Lake Cumberland and the Daniel Boone National Forest. Our goal is to assist people to develop skills and interests that will help them to reach personal goals and live meaningful, balanced lives. We offer services that focus on wellness, community living, work, and leisure in a safe environment.  
Many services are offered by Bluegrass Oakwood and include: Residential Services, Mobile Crisis Team, Day Services, Supported Employment, Psychology/Behavior Services, Therapy/Dietary Services, & Medical Clinic. 
During the last 4 years, Oakwood has been involved in a Settlement Agreement and a transformation process. The facility has successfully shifted from a traditional institution to a Resource Center.  
Description The 2004 Kentucky Legislature passed legislation that provides innovative mental health services to the jails of Kentucky. This program offers jails immediate consultation and assistance to help manage the risk and needs of incarcerated people who have symptoms of: suicide, mental illness, substance abuse, intellectual and developmental disabilities, and acquired brain injuries.

This program has dramatically reduced the rate of suicides in the Commonwealth’s jails, thus earning the State Council of Government’s Innovative Program of the Year Award in 2006.

The Kentucky Jail Mental Health Crisis Network provides for coverage of the following services to jails interested in participating:

·  Consistent Jail Screening Instruments,

·  Telephonic Triage Services,

·  Follow-up Mental Health Consultation Services, and

·  Statewide Management and Quality Control.



The mission of the Children's Review Program (CRP) is to support DCBS workers and providers in their efforts to assure the safety, permanency and well-being of DCBS-committed children who are placed in out-of-home care.

The principal functions of the Children's Review Program are to:
  1. Assign levels of care (LOCs) based on the documentation of children's needs.
  2. Review levels of care periodically to insure that assigned LOCs continue to represent children's current needs.
  3. Guide placements by matching children's needs with the capabilities of private residential and foster care treatment programs.
  4. Track children through the service delivery system.
  5. Collect and analyze data in order to evaluate child, agency and system outcomes.
  6. Provide technical assistance through training and consultation on individuals, programs and systems of care.
  7. Conduct workgroups composed of CRP staff, DCBS, providers, and topical experts to jointly improve the quality of CRP services
Category Mental Health, Substance Abuse Programs, General/other
Plans & Policies
Organization has a Fundraising Plan? No
Organization has a Strategic Plan?
Management Succession Plan? No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Government Licenses
Is your organization licensed by the Government? Yes
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start July 01, 2014
Fiscal Year End June 30, 2015
Projected Revenue $58,605,509.00
Projected Expenses $65,897,825.00
Detailed Financials
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201520142013
Total Revenue$61,712,678$69,543,202$74,718,534
Total Expenses$65,919,195$67,737,420$77,076,318
Revenue Less Expenses($4,206,517)$1,805,782($2,357,784)
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
Government Contributions$5,205,735$5,519,664$6,639,048
Individual Contributions$895$2,526$35,685
Investment Income, Net of Losses$399,719$421,843$426,869
Membership Dues$0----
Special Events$0----
Revenue In-Kind$0----
Expense Allocation
Fiscal Year201520142013
Program Expense$55,909,513$59,399,775$67,217,020
Administration Expense$10,009,682$8,337,645$9,859,298
Fundraising Expense$0----
Payments to Affiliates------
Total Revenue/Total Expenses0.941.030.97
Program Expense/Total Expenses85%88%87%
Fundraising Expense/Contributed Revenue------
Assets and Liabilities
Fiscal Year201520142013
Total Assets$51,034,619$58,789,679$53,866,442
Current Assets$35,493,290$88,499,797$35,846,583
Long-Term Liabilities$133,739$3,447,876$2,022,185
Current Liabilities$9,554,789$9,499,996$7,836,144
Total Net Assets$41,346,091$45,841,807$44,008,113
Capital Campaign
Currently in a Capital Campaign? No
State Registration Yes
Address 1351 Newtown Pike
Lexington, KY 40511
Primary Phone 859 253-1686
CEO/Executive Director Paul R. Beatrice
Board Chair Ms. Carolyn Siegel Board Chair
Board Chair Company Affiliation Retired Professor of Marketing - EKU