BRATTLEBORO RETREAT: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: BRATTLEBORO RETREAT (EIN 03-0107360)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-15
IRS object ID: 201813199349302311
Schema version: 2017v2.3
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule H
Schedule I
Schedule J
Schedule K
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-15T08:33:57-06:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	010523282	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Berry Dunn McNeil & Parker LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 1100	AddressLine1Txt
City	Portland	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	041041100	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	030107360	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Brattleboro Retreat	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRAT	BusinessNameControlTxt
Phone	8022577785	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 Anna Marsh Lane	AddressLine1Txt
City	Brattleboro	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05302	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Louis Josephson PhD	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	8022577785	PhoneNum
Signature	2018-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Barbara J McGuan CPA	PreparerPersonNm
PTIN	P00219457	PTIN
Phone	2077752387	PhoneNum
Preparation	2018-11-12	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.49.157.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-12	IPDt
IP Tm	11:03:18	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3523236A966CA21FD18231E5C7B55DD62C6A861E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BFB386403C9EAE7FF660C386334FC3E1098CE7FC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Louis Josephson PhD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 Anna Marsh Lane	AddressLine1Txt
City	Brattleboro	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05302	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$69,807,064	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.brattlebororetreat.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1834	FormationYr
Legal Domicile State	VT	LegalDomicileStateCd
Activity Or Mission	Offering a continuum of care including Inpatient, Partial Hospitalization, Residential and Outpatient Treatment for Children, Adolescents, Adults, and Older Adults throughout the Northeast.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	923	TotalEmployeeCnt
Total Volunteers	13	TotalVolunteersCnt
Total Gross UBI	$445,217	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$23,972	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$363,788	PYContributionsGrantsAmt
CY Contributions Grants	$665,594	CYContributionsGrantsAmt
PY Program Service Revenue	$67,284,157	PYProgramServiceRevenueAmt
CY Program Service Revenue	$65,878,063	CYProgramServiceRevenueAmt
PY Investment Income	$74,748	PYInvestmentIncomeAmt
CY Investment Income	$179,345	CYInvestmentIncomeAmt
PY Other Revenue	$246,315	PYOtherRevenueAmt
CY Other Revenue	$197,753	CYOtherRevenueAmt
PY Total Revenue	$67,969,008	PYTotalRevenueAmt
CY Total Revenue	$66,920,755	CYTotalRevenueAmt
PY Grants And Similar Paid	$52,022	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$46,641	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$51,650,276	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$47,875,805	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$16,705,834	PYOtherExpensesAmt
CY Other Expenses	$21,485,916	CYOtherExpensesAmt
PY Total Expenses	$68,408,132	PYTotalExpensesAmt
CY Total Expenses	$69,408,362	CYTotalExpensesAmt
PY Revenues Less Expenses	-$439,124	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,487,607	CYRevenuesLessExpensesAmt
Total Assets BOY	$46,145,691	TotalAssetsBOYAmt
Total Assets EOY	$44,482,489	TotalAssetsEOYAmt
Total Liabilities BOY	$23,442,370	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$24,232,288	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$22,703,321	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$20,250,201	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Inspired by the courage of our patients, the Brattleboro Retreat is dedicated to children, adolescents and adults in their pursuit of recovery from mental illness, psychological trauma and addiction. We are committed to excellence in treatment, advocacy, education, research and community service. We provide hope, healing, safety and privacy through a full continuum of medical and holistic services delivered by expert caregivers in a uniquely restorative Vermont setting.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$57,869,741	ExpenseAmt
Grant	$46,641	GrantAmt
Revenue	$62,943,201	RevenueAmt
Desc	Offering a full continuum of care including inpatient and partial hospitalization, residential care for children and adolescents, intensive outpatient services for adults (including treatment for opiate addiction), and traditional outpatient treatment for children, adolescents adults and older adults throughout the Northeast. Patient Days: Inpatient 36,477, Partial 8,016, Residential 7,659, Outpatient 22,195.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$202,230	ExpenseAmt
Revenue	$228,237	RevenueAmt
Desc	Continuing education program providing up to 25 workshops and seminars throughout the year for physicians, nurses, social workers, psychologists, therapists, drug and alcohol counselors, and other healthcare professionals.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,846,561	ExpenseAmt
Revenue	$2,807,504	RevenueAmt
Desc	Vermont Board of Education Approved school serving children and adolescents in inpatient, residential, and partial hospitalization programs. The curriculum meets the educational, clinical, and behavioral needs of our students as well as the requirements of Vermont's educational standards. Patient School Days 8,267.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$59,918,532	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	94	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	923	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	VT	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Arthur Nichols	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8022584312	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 Anna Marsh Lane	AddressLine1Txt
City	Brattleboro	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05301	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Elizabeth Catlin
Board Chair	1.00	Yes (X)	Yes (X)	$0	$0	$0
Tammy Richards
Secretary	1.00	Yes (X)	Yes (X)	$0	$0	$0
Kenneth Becker
Trustee	1.00	Yes (X)		$0	$0	$0
Justin Johnson
Trustee	1.00	Yes (X)		$0	$0	$0
Adam Grinold
Trustee	1.00	Yes (X)		$0	$0	$0
Kate O'Connor
Trustee	1.00	Yes (X)		$0	$0	$0
Drew Pate MD
Trustee	1.00	Yes (X)		$0	$0	$0
Joseph Pyle
Trustee	1.00	Yes (X)		$0	$0	$0
Michael Sarsynki Jr CFP
Trustee	1.00	Yes (X)		$0	$0	$0
Christopher Turley
Trustee	1.00	Yes (X)		$0	$0	$0
Tonia Wheeler
Trustee	1.00	Yes (X)		$0	$0	$0
Bette Abrams
Past Trustee	1.00	Yes (X)		$0	$0	$0
David Dunn
Past Trustee	1.00	Yes (X)		$0	$0	$0
Louis Josephson
CEO	40.00	Yes (X)	Yes (X)	$393,080	$0	$54,317
Steven Monette
Past CFO	40.00		Yes (X)	$210,951	$0	$13,739
Arthur Nichols
CFO	40.00		Yes (X)	$100,571	$0	$6,290
Lisa Lambert
Staff Psychiatrist	40.00			$418,678	$0	$3,571	Yes (X)
Mark McGee
Chief Medical Officer	40.00			$300,772	$0	$35,722	Yes (X)
Frederick Engstrom
Staff Psychiatrist	40.00			$282,836	$0	$38,956	Yes (X)
Dorothea Degutis
Staff Psychiatrist	40.00			$273,600	$0	$15,651	Yes (X)
John Fanton
Staff Psychiatrist	40.00			$265,394	$0	$4,287	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,245,882	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$172,533	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	60	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Sodexo
153 Second Avenue	Waltham	MA	02254	Cafe/Dietary/Housekeeping	$3,334,021
Netsmart Technologies
PO Box 823519	Philadelphia	PA	19182	IT/Billing	$1,579,376
Medical Solutions
1010 N 102nd St Suite 300	Omaha	NE	68114	Contract Labor	$1,247,719
Barton Associates
PO Box 417844	Boston	MA	02241	Contract Labor	$1,081,077
Locumtenenscom
PO Box 405547	Atlanta	GA	30384	Contract Labor	$972,758

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	16	CntrctRcvdGreaterThan100KCnt
Fundraising	$93,659	FundraisingAmt
Government Grants	$222,246	GovernmentGrantsAmt
All Other Contributions	$349,689	AllOtherContributionsAmt
Noncash Contributions	$10,100	NoncashContributionsAmt
Total Contributions	$665,594	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Patient Service Revenue	621400	$167,008,811	$167,008,811
Miscellaneous	900099	$1,846,471	$1,009,617	$445,217	$391,637
MSO Revenue	621400	$1,408,908	$1,408,908
Provision for Bad Debts	621400	-$1,883,890	-$1,883,890
Contractual/Char. Adj.	621400	-$102,502,237	-$102,502,237

Field	Value	IRS element (for citing)
Total Program Service Revenue	$65,878,063	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$220,311	TotalRevenueColumnAmt
Exclusion	$220,311	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$242,074	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$159,060	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$83,014	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$83,014	TotalRevenueColumnAmt
Exclusion	$83,014	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,653,110	SecuritiesAmt
Other	$20,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,713,631	SecuritiesAmt
Other	$445	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$60,521	SecuritiesAmt
Other	$19,555	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$40,966	TotalRevenueColumnAmt
Exclusion	-$40,966	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$27,033	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$93,659	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$13,173	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,860	TotalRevenueColumnAmt
Exclusion	$13,860	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Joint Venture Earnings	Desc
Business	900099	BusinessCd
Total Revenue Column	$100,879	TotalRevenueColumnAmt
Related Or Exempt Func Income	$100,879	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$100,879	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$66,920,755	TotalRevenueColumnAmt
Related Or Exempt Func Income	$65,142,088	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$445,217	UnrelatedBusinessRevenueAmt
Exclusion	$667,856	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$46,641	TotalAmt
Program Services	$46,641	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$778,948	TotalAmt
Management And General	$778,948	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$37,990,054	TotalAmt
Program Services	$33,899,337	ProgramServicesAmt
Management And General	$4,090,717	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$608,440	TotalAmt
Program Services	$541,026	ProgramServicesAmt
Management And General	$67,414	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,833,281	TotalAmt
Program Services	$5,096,000	ProgramServicesAmt
Management And General	$737,281	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,665,082	TotalAmt
Program Services	$2,336,855	ProgramServicesAmt
Management And General	$328,227	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$145,473	TotalAmt
Management And General	$145,473	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$92,300	TotalAmt
Management And General	$92,300	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$21,241	TotalAmt
Management And General	$21,241	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,300,396	TotalAmt
Program Services	$7,894,582	ProgramServicesAmt
Management And General	$1,405,814	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$97,651	TotalAmt
Program Services	$97,651	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$313,921	TotalAmt
Program Services	$57,890	ProgramServicesAmt
Management And General	$256,031	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$999,533	TotalAmt
Program Services	$999,533	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$51,112	TotalAmt
Program Services	$27,886	ProgramServicesAmt
Management And General	$23,226	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$435,132	TotalAmt
Program Services	$435,132	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,881,397	TotalAmt
Program Services	$1,881,397	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$659,342	TotalAmt
Program Services	$659,342	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Provider Tax	$2,503,996	$2,503,996
Miscellaneous Expenses	$2,307,199	$807,205	$1,499,994
Medical Supplies	$1,446,088	$1,446,088
Meals	$1,231,135	$1,187,971	$43,164

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$69,408,362	TotalAmt
Program Services	$59,918,532	ProgramServicesAmt
Management And General	$9,489,830	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$818,334	BOYAmt
EOY	$867,152	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,398,783	BOYAmt
EOY	$1,171,101	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$14,970,126	BOYAmt
EOY	$13,428,486	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$246,369	BOYAmt
EOY	$252,272	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$534,207	BOYAmt
EOY	$754,797	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$55,532,964	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$36,118,622	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$20,375,616	BOYAmt
EOY	$19,414,342	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,026,660	BOYAmt
EOY	$6,541,345	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$610,694	BOYAmt
EOY	$714,726	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,164,902	BOYAmt
EOY	$1,338,268	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$46,145,691	BOYAmt
EOY	$44,482,489	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,908,144	BOYAmt
EOY	$8,213,621	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$135,513	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,139,227	BOYAmt
EOY	$11,154,950	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,005,000	BOYAmt
EOY	$1,357,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,389,999	BOYAmt
EOY	$3,371,204	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,442,370	BOYAmt
EOY	$24,232,288	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,135,025	BOYAmt
EOY	$19,584,654	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$308,766	BOYAmt
EOY	$388,695	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$259,530	BOYAmt
EOY	$276,852	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$22,703,321	BOYAmt
EOY	$20,250,201	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$46,145,691	BOYAmt
EOY	$44,482,489	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$2,487,607	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$34,487	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$31,947	OtherActivitiesAmt
Total Lobbying Expenditures	$31,947	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part II-B, Line 1:	FormAndLineReferenceDesc
Explanation	Line 1b relates to a portion of MSO VP's salary in the amount of 22,360. Line 1i includes the portion of AHA and VAHHS dues related to lobbying.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,856,675	BeginningYearBalanceAmt
Investment Earnings Or Losses	$191,951	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,156	OtherExpendituresAmt
End Year Balance	$7,046,470	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,664,963	BeginningYearBalanceAmt
Investment Earnings Or Losses	$192,287	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,000,575	OtherExpendituresAmt
End Year Balance	$6,856,675	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,806,727	BeginningYearBalanceAmt
Investment Earnings Or Losses	$58,236	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,200,000	OtherExpendituresAmt
End Year Balance	$9,664,963	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,244,417	BeginningYearBalanceAmt
Investment Earnings Or Losses	$262,310	InvestmentEarningsOrLossesAmt
Other Expenditures	$700,000	OtherExpendituresAmt
End Year Balance	$10,806,727	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,940,589	BeginningYearBalanceAmt
Investment Earnings Or Losses	$492,713	InvestmentEarningsOrLossesAmt
Other Expenditures	$188,885	OtherExpendituresAmt
End Year Balance	$11,244,417	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$120,033	OtherCostOrOtherBasisAmt
Book Value	$120,033	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$43,324,006	OtherCostOrOtherBasisAmt
Depreciation	$27,130,115	DepreciationAmt
Book Value	$16,193,891	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,518,683	OtherCostOrOtherBasisAmt
Depreciation	$7,368,071	DepreciationAmt
Book Value	$2,150,612	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,570,242	OtherCostOrOtherBasisAmt
Depreciation	$1,620,436	DepreciationAmt
Book Value	$949,806	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$19,414,342	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
Bank Overdraft	$379,740
Deferred Compensation Obligation	$856,072
Due to Third-Party Payors	$285,392
Insurance Claim Payable	$1,850,000

Field	Value	IRS element (for citing)
Total Liability	$3,371,204	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$67,127,475	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$34,487	NetUnrealizedGainsInvstAmt
Other Revenue	$172,233	OtherRevenueAmt
Revenue Not Reported	$206,720	RevenueNotReportedAmt
Revenue Subtotal	$66,920,755	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$66,920,755	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$69,580,595	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$172,233	OtherExpensesIncludedAmt
Expenses Not Reported	$172,233	ExpensesNotReportedAmt
Expenses Subtotal	$69,408,362	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$69,408,362	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4:	These funds consist of assets held by a trustee under an indenture agreement and funds set aside by the Board for capital improvements, over which the Board retains control and may, at its discretion, use for other purposes such as short-term operating needs.
Part XI, Line 2d - Other Adjustments:	Rental Expenses 159,060. Fundraising Expenses 13,173.
Part XII, Line 2d - Other Adjustments:	Rental Expenses 159,060. Fundraising Expenses 13,173.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Ride for Heros	Event1Nm
Gross Receipts Event1	$62,200	GrossReceiptsEvent1Amt
Charitable Contri Event1	$56,469	CharitableContriEvent1Amt
Gross Revenue Event1	$5,731	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$500	NonCashPrizesEvent1Amt
Event2	Golf Tournament	Event2Nm
Gross Receipts Event2	$58,492	GrossReceiptsEvent2Amt
Charitable Contri Event2	$37,190	CharitableContriEvent2Amt
Gross Revenue Event2	$21,302	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$1,276	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$6,896	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$4,501	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$120,692	GrossReceiptsTotalAmt
Charitable Contributions Tot	$93,659	CharitableContributionsTotAmt
Gross Revenue Total Events	$27,033	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$1,776	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$6,896	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$4,501	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$13,173	DirectExpenseSummaryEventsAmt
Net Income Summary	$13,860	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,579,066	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,579,066	NetCommunityBenefitExpnsAmt
Total Expense	0.03720	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$30,971,081	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$26,208,570	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,762,511	NetCommunityBenefitExpnsAmt
Total Expense	0.06860	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$33,550,147	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$26,208,570	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,341,577	NetCommunityBenefitExpnsAmt
Total Expense	0.10580	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$44,304	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$44,304	NetCommunityBenefitExpnsAmt
Total Expense	0.00060	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$167,539	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$167,539	NetCommunityBenefitExpnsAmt
Total Expense	0.00240	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,391,158	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$6,489,995	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$901,163	NetCommunityBenefitExpnsAmt
Total Expense	0.01300	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$46,641	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$46,641	NetCommunityBenefitExpnsAmt
Total Expense	0.00070	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,649,642	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$6,489,995	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,159,647	NetCommunityBenefitExpnsAmt
Total Expense	0.01670	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$41,199,789	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$32,698,565	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$8,501,224	NetCommunityBenefitExpnsAmt
Total Expense	0.12250	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,101	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$7,101	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,101	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$7,101	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$716,276	BadDebtExpenseAmt
Reimbursed By Medicare	$10,477,113	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$14,610,324	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$4,133,211	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Brattleboro Retreat	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 Anna Marsh Lane	AddressLine1Txt
City	Brattleboro	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05301	ZIPCd

Field	Value	IRS element (for citing)
Website Address	www.brattlebororetreat.org	WebsiteAddressTxt
State License	841	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	Brattleboro Retreat	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	15	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (1)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	0	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	http://www.brattlebororetreat.org/about/community-health-needs-assessment	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	16	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	http://www.brattlebororetreat.org/about/community-health-needs-assessment	StrategyWebsiteURLTxt
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	300.000000000000	FPGFamilyIncmLmtDscntCarePct
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.brattlebororetreat.org/financial-assistance	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.brattlebororetreat.org/financial-assistance	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.brattlebororetreat.org/financial-assistance	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Look Back Medicare	Yes (X)	LookBackMedicareInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Brattleboro Retreat	Part V, Section B, Line 5: Because the Retreat has a diverse and extensive service area, the Retreat chose to define its service area at both the county and state levels, assessing the health needs of both areas. By assessing health status at both the county and state levels, planners gained a detailed understanding of the needs of the local populations as well as a broader assessment of Vermont. The CHNA was therefore divided into two phases: Phase I for Windham County and Phase II for the state of Vermont. For Phase I (Windham County), the Retreat partnered with Grace Cottage Hospital and Brattleboro Memorial Hospital to gather and assess both quantitative and qualitative data. The three health care organizations developed a steering committee, made up of representatives from each of the hospitals as well as from the Vermont Department of Health, Brattleboro Office, to guide the qualitative research and collect and analyze the quantitative data. The Windham County CHNA Steering Committee planned and conducted qualitative research, which included a countywide survey and a focus group on health care needs of minority and underserved populations. During the research process, the Steering Committee consulted with Vermont Agency of Human Services District Leadership Team and the Clinical Planning Group of the Vermont Blueprint for Health-Brattleboro Service Area. In Phase II (statewide), the Retreat gathered and assessed quantitative and qualitative data on mental health and addiction in the state of Vermont. Additionally, qualitative data was collected from community stakeholders across the state of Vermont through an online survey that was widely distributed across the state. During this phase of research, the Retreat consulted with the Vermont Department of Health, the Brattleboro Retreat's Consumer Advisory Council as well as a range of Retreat staff members, including clinical and administrative staff. Once the qualitative and quantitative data were collected and analyzed, planners reviewed the community health needs that emerged as a result of conducting the assessment. They carefully assessed each need, identified the major themes and developed broader priority areas to encompass these needs. Planners carried out this process by focusing only on needs and priority areas that fall within the mission and scope of the Brattleboro Retreat, namely in mental health and addiction treatment, as well as within the Retreat's capacity to make an impact. Planners also worked to identify needs that were supported by quantitative research data OR were identified in the community input process, through either of the surveys or the focus group. Once the planners identified some potential priority areas, they shared the results of the needs assessment as well as the recommended priority areas with the Brattleboro Retreat's Consumer Advisory Council and a group of Retreat staff members that included both clinical and administrative staff from various departments.
Brattleboro Retreat	Part V, Section B, Line 6a: Brattleboro Memorial Hospital, Grace Cottage Hospital and Brattleboro Retreat
Brattleboro Retreat	Part V, Section B, Line 11: Based on the data collected in the 2015 CHNA, the Brattleboro Retreat identified three priority areas in which to focus its efforts for the upcoming 2016-2018 reporting period:1. Enhance care coordination activities between medical and mental health providers so that individuals and families receive more timely and effective mental health and addiction treatment and aftercare support.2. Make the Retreat's programs and services more accessible to populations that have historically been underserved by some mental health and addiction treatment providers, particularly racial/ethnic minorities, LGBTQ individuals and low-income families, by improving cultural competencies and addressing various barriers such as language and mobility.3. Increase educational initiatives, both for providers as well as for the general public, to increase understanding of and treatment for mental illness and addiction.In 2017, planners at the Brattleboro Retreat, in consultation with various staff members from across the hospital and the Brattleboro Retreat's Consumer Advisory Committee, delivered on the below items, that are part of the three-year action plan to address these priority areas. CHNA Implementation Plan 2016 - 2018 (2017 Activities)Priority Actions #1: Enhance care coordination activities between medical and mental health providers so that individuals and families receive more timely and effective mental health and addiction treatment and aftercare support. - Continued to staff an office of mental health professionals within the main facility of Blue Cross Blue Shield Vermont (BCBSVT) in Barre, VT. The individuals who staff this office (called Vermont Collaborative Care or VCC) help BCNSVT subscribers integrate mental health care and medical health care - Continued to provide Collaborative Office Rounds with family practices and pediatrics in the area to facilitate problem-solving on psychiatric cases.- Established tele-psychiatry services in collaboration with Brattleboro Memorial Hospital's emergency department (ED) to facilitate real time consultations between Retreat psychiatrists and ED physicians concerning patients with acute psychiatric complaints.#2: Make the Retreat's programs and services more accessible to populations that have historically been underserved by some mental health and addiction treatment providers, particularly racial/ethnic minorities, LGBTQ individuals and low-income families, by improving cultural competencies and addressing various barriers such as language and mobility.- Offered one continuing education workshop focused on culturally diverse patient populations: on 10/20/2017, entitled "Unmasking Racial Trauma and Strengthening Relational Bonds in Black Families," with speaker Christiana Awosan, Ph.D. - Continued to provide on - site clinical services at Groundworks Collaborative, Brattleboro's temporary shelter for homeless men, women, and children. This is a service that began in 2015 - Further refined and expanded the scope of the hospital's cultural competency online training module and assigned it to all newly-hired staff during orientation and annually for all Retreat staff. - Opened The Welcoming Place, an on-campus, short-term childcare service for clients who are receiving treatment for opioid addiction through the Retreat's HUB clinic.#3: Increase educational initiatives, both for providers as well as for the general public, to increase understanding of and treatment for mental illness and addiction.- Continued to support our Stand Up to Stigma community awareness campaign through community events, advertising, website, promotional items, etc. - Offered 12 all-day continuing education conferences and 1 half-day continuing education conference in the spring of 2017 and 12 all-day continuing education workshops in the fall of 2017 for a total of 25for the year. - Offered two free community workshops both led by Paul Rodrigue, LMFT, one on 2/27/2017 "Compassionate Communication and one on 3/28/2017 "Realizing Self Compassion." - Continued hosting and participating in a Consumer Advocacy Group that meets on a monthly basis with Retreat clinicians and administrators. Goal is to ensure that Retreat programs and services are meeting the needs of consumers and are being delivered in ways that accommodate the perspectives and experiences of patients. - Produced four (4) new "Keep Talking" video broadcasts on Brattleboro Community Television in 2017 a. "Reasoning with Unreasonable People" b. "Understanding Identity and Transgender Youth" c. "No One Cares About Crazy People: An Interview with Author Ron Powers" d. "Autism Spectrum Disorder"- Published ten (10) Op-Eds and/or educational pieces in local and regional newspapers: a. "Abolishing IMD Exclusion Will Put Teeth in the War on Opioid Addiction," by Louis Josephson, Ph.D., Brattleboro Reformer, November 9, 2017 b. "Las Vegas Tragedy: Stress Responses in a Time of National Trauma," by Kirk Woodring, LICSW, Brattleboro Reformer, October 3, 2017 c. "Stepping Forward with Courage: Thoughts on Ending Stigma During Mental Health Awareness Week," by Jilisa Snyder, Ph.D., Brattleboro Reformer , October 2, 2018 d. The One Word That Can Help End an Epidemic," by Kirk Woodring, LICSW, Keene Sentinel, Vermont Business Magazine, and Caledonian Record , September, 2017 e. "Childcare: A Critical Support for People Recovering from Opioid Addiction," by Louis Josephson, Ph.D., Brattleboro Reformer, VT Digger, Caledonian Record, Vermont Business Magazine, August, 2017 f. "Mapping Brattleboro Retreat's Future," by Louis Josephson, Ph.D., VT Digger, Vermont Business Magazine, August, 2017 g. "Repealing ACA Will Trigger healthcare Emergency," by Louis Josephson, Ph.D., VT Digger , July 25, 2017 h. "Making Difficult Ethical Decisions," by Jilisa Snyder, Ph.D., Brattleboro Reformer, June 30, 2017 i. "Fragile Safety Net Needs Attention" by Louis Josephson, Ph.D., VT Digger, February 22, 2017 j. "Mindfulness: An Effective Practice for Creating Mental Wellness" by Angela Rowan, LICSW, Brattleboro Reformer, January 20, 2017The Brattleboro Retreat's prioritization criteria for community health needs to be addressed were that it must be: an identified priority or concern in community input process; consistent with quantitative research data; within the Brattleboro Retreat's capacity to impact; consistent with the Brattleboro Retreat's mission; and a need where community partners exist. Some needs emerged in the research findings that the Brattleboro Retreat has not prioritized in this health needs assessment.In Phase I of the CHNA, BMH and Grace Cottage Hospital identified a number of medical health needs in their CHNA. Given that the Retreat is a specialty mental health and addictions treatment hospital that does not provide medical services to the general public, the Retreat will not address these medical health needs. Through qualitative research with the communities served, the Retreat learned that a number of socioeconomic challenges exist for the community, including the need for more employment opportunities, affordable housing, public transportation and social services. These socioeconomic needs do not fall within the mission or programs of the Retreat; however, the Retreat supports several initiatives aimed at increasing economic and educational opportunities in the community. The Brattleboro Retreat is active in Southeastern Vermont Economic Development Strategies, The Brattleboro Area Chamber of Commerce, and The Rotary Club of Brattleboro. The Retreat is also an active supporter of United Way of Windham County and matches employee contributions dollar for dollar in the United Way Employee Giving Campaign. Additionally, the Brattleboro Retreat partners with schools and universities to offer training and internships to students in clinical fields.

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part II, Community Building Activities:	Retreat Trails-Nine mile recreational trail network open to the public for non-motorized recreational activities.
Part III, Line 4:	Accounts receivable are stated at the amount management expects to collect from outstanding balances. Management provides for probable uncollectible amounts through a charge to earnings and a credit to a valuation allowance based on its assessment of the current status of individual accounts. Balances that are still outstanding after management has used reasonable collection efforts are written off through a charge to the valuation allowance and a credit to accounts receivable.In evaluating the collectibility of accounts receivable, the Retreat analyzes past results and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for doubtful accounts and provision for bad debts. Data for each major payor source isregularly reviewed to evaluate the adequacy of the allowance for doubtful accounts. For receivables relating to services provided to patients having third-party coverage, the Retreat analyzes contractually due amounts and provides an allowance for doubtful accounts and a corresponding provision for bad debts. For receivables relating to self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), the Retreat records a provision for bad debts in the period of service based on past experience, which indicates that many patients are unable or unwilling to pay amounts for which they are financially responsible. The difference between the standard rates (or discounted rates if negotiated or eligible) and the amounts actually collected after all reasonable collection efforts have been exhausted is charged against the allowance for doubtful accounts.During 2017, the Retreat increased its estimate for allowance for doubtful accounts from $3,499,910 to $3,914,474. During 2016, the Retreat increased its estimate from $2,256,447 to $3,499,910. Management has been evaluating and restructuring the Retreat's revenue cycle during 2017 and 2016 and, as a result, this process has caused delays in the processing of claims and identified additional uncollectible accounts.
Part III, Line 8:	A cost to charge ratio was used to determine the amount reported on Line 6.
Part III, Line 9b:	Included in our debt collection policy there is a section that if a patient is known to qualify for Charity Care upon admission then the eligibility guideline is followed at the time of admission to capture that information.
Part VI, Line 2:	In 2017, the Brattleboro Retreat served 4,650 children, adolescents and adults in inpatient, residential, ambulatory, outpatient, and school programs. The impact of the Retreat's services upon its patients and their families and communities is often dramatic and life saving, and there are fewer and fewer organizations offering such a full range of services in mental health and addiction care. Meanwhile, the number of patients seeking treatment for mental health and substance abuse issues continues to rise throughout the region and the nation. The Retreat strives to meet this increasing demand for services by renovating and updating facilities and patient care areas and utilizing the latest in treatment modalities to improve health care outcomes for the populations served.In 2017, the Brattleboro Retreat served 2,863 individuals in our outpatient programs. 747 children were served across all programs. 77 children were served in our residential programs and 122 children in our school programs.In response to a healthcare environment that continued to shift in 2017, and as demand for psychiatric and addiction services became more pronounced, the Retreat continued to meet the need for high quality care by strengthening its clinical expertise. This included the continued roll-out of evidence-based practices in clinical areas throughout the hospital. This has required a significant investment in staff education and training. The Retreat also made important strides forward in modernizing its financial systems with a particular emphasis on strengthening cash flows and establishing a more predictable operating margin. 2017 marked the first year of the Retreat's 2017 - 2019 strategic plan entitled Setting a New Standard. The plan was officially approved by the hospital's Board of Trustees in May, 2017. The three-year plan outlines a host of strategic initiatives that are organized under four main categories: Focus on Clinical Excellence; Achieve Financial Stability; Increase Accountability; and Reimagine our Historic Campus.Summary of Strategic Plan Progress in 20171. "Focus on Clinical Excellence"2017 Summary of Achievements:Adopted research-driven, evidence-based programming including Dialectical Behavior Therapy (DBT) and Acceptance and Commitment Therapy (ACT) in programs across the hospital; successfully piloted tele-psychiatry services in inpatient and partial hospital program settings to remove barriers to treatment and help more people get needed care; partnered with Brattleboro Memorial Hospital's emergency department to provide real time consultations for patients experiencing acute psychiatric distress; expanded our ability to utilize the clinical information capacities of our electronic medical record; assembled visionary nursing leadership team.2. "Achieve Financial Stability" 2017 Summary of Achievements:Modernized our claims submission systems and hired and trained new staff members in our Patient Financial Service Department; brought our Admissions Department under the wing of Patient Financial Services to optimize the billing/revenue cycle and provide better customer service; standardized the data collection procedures we follow upon each patient admission; established a process to provide uninsured patients with on-the-spot Medicaid eligibility; strengthened and expanded State partnership; effectively managed census; completed Portfolio Analysis.3. "Increase Accountability" 2017 Summary of Achievements: Launched a robust clinical education schedule to train direct care staff in the use of evidence-based programming skills (DBT and ACT); designed a Manager Training Academy; launched new recruitment initiatives that use social media and digital strategies; rolled out an expedited hiring process; piloted new staff retention initiatives; strengthened Leadership Team; improved Information Technology Infrastructure.4. "Reimagine our Historic Campus" 2017 Summary of Achievements: Prepared for the adoption of clean energy alternatives and the use of renewable resources; started early discussions on ways we might establish new strategic partnerships, anticipate campus improvements that dovetail with anticipated changes in medical practice, and develop a master plan for future campus improvements; developed plan and successfully secured State funding for bed expansion.Summary of Process for Openness and Public ParticipationThe Brattleboro Retreat keeps the community informed with regular appearances and/or memberships with the Brattleboro Selectboard, Building a Better Brattleboro, Brattleboro Development and Credit Corporation (BDCC), Brattleboro Chamber of Commerce, the Windham County Legislative Delegation, Southeastern Vermont Economic Development Strategies (SeVEDS), the Rotary Club of Brattleboro, and ongoing collaborations with other community organizations including Brattleboro Memorial Hospital, Grace Cottage Hospital, Health Care and Rehabilitation Services (HCRS), Rescue Inc., the Brattleboro Police Dept., and area schools.In addition to its regular treatment and professional education services, the Brattleboro Retreat offers numerous programs to the community free of charge, including various lectures, forums, and special educational events. The feedback of patients, their families, and community members is of great importance to the Brattleboro Retreat.Strategic Plan and Financial InformationIn 2017 the Brattleboro Retreat spent approximately $920,000 on capital improvements. The depreciation schedule was $1,881,397. As a private not-for- profit organization, copies of the strategic plan are not publicly available.Questions regarding any strategic planning issues or opportunities for public input may be addressed to Konstantin von Krusenstiern, Vice President of Development and Communications.For more information, please contact:Konstantin von Krusenstiern, Vice President of Development & CommunicationsBrattleboro Retreat1 Anna Marsh Lane, P.O. Box 803Brattleboro, VT 05301(802) 258-4366
Part VI, Line 3:	At the time of admission, patients are counseled as to their eligibility for assistance under various governmental programs as well as the organization's charity care policy.
Part VI, Line 4:	The Brattleboro Retreat is located in Brattleboro, Vermont, which is in the southeastern corner of Vermont - on the border with both New Hampshire and Massachusetts. Brattleboro is a small, rural town with a population of 12,046. The 2017 population estimate for Windham County is 42,869. The state of Vermont has an estimated population of 623,657. (U.S. Census estimate, July 1, 2017).The Retreat plays a vital role as a large provider of mental health and substance abuse services in New England. It provides treatment to individuals of all ages from throughout the Northeast, accepts high numbers of Medicare and Medicaid funded patients and provides services offered by few other hospitals. In addition, the Retreat provides an array of ambulatory services to people in the local area. These services include outpatient services as well as partial hospital and intensive outpatient mental health and substance abuse treatment.The Brattleboro Retreat is the only mental health and addiction specialty hospital in Vermont and one of the few in New England. In Vermont, there are four medical hospitals with psychiatric units. The Retreat is the largest provider of inpatient psychiatric services in the state and operates roughly the same number of psychiatric beds as the other four hospitals combined. The Retreat is also the only mental health hospital in Vermont for children and adolescents. The surrounding states have similar arrays of services: a few free-standing psychiatric hospitals, such as Sister of Providence in Holyoke, MA, and some medical hospitals operating psychiatric units. Many area medical hospitals have downsized or eliminated their psychiatric beds in recent years, particularly those in New Hampshire. Most psychiatric units also exclusively serve adults with few inpatient programs available for children and adolescents. The Retreat is dedicated to serving this population.As a regional specialty hospital, the Retreat draws patients from a large and diverse catchment area: across Vermont and throughout the greater New England area and beyond. The relatively low population of Vermont and the greater population to the south necessitate drawing from a broad and diverse area. The Retreat's geographic location also facilitates this regional draw. While the majority of inpatient admissions to the Retreat come from the state of Vermont, patients also come from all other New England States and beyond.Massachusetts, with a population of 6,547,629 is the second largest sending state. The Retreat is located just a few miles from the Massachusetts border with interstate access to the western part of the state, including the cities of Northampton, Holyoke and Springfield. The demographics of income, race, poverty etc. vary greatly across the catchment area and are therefore difficult to characterize. According to the data collected in the American Community Survey (ACS) and the Puerto Rico Community Survey (PRCS) conducted annually by the U.S. Census Bureau, the estimated median household income of Vermont residents is $56,104. 11.3% of Vermonters live in poverty and 5.5% of Vermonters are without health insurance. In 2017, 68.1 percent of the Retreat's funding came from public sources - 22.4 percent from Medicare, 28.5 percent from adult Medicaid/State programs and 17.2% from child and adolescent residential funding or Medicaid.
Part VI, Line 5:	AL-ANON - Weekly use of Central Conference RoomAA - Weekly use of CafeteriaMidwinter Lunch Series - A series of 4 hour long educational programs. Held annually, the series is free and opened to staff, community providers and the public. It covers topics related to mental health and substance abuse in children, adolescents and adults.Community Wellness Workshops - Presented by the Brattleboro Retreat that includes wellness programs, ongoing classes, and support groups, many of which are free, for all members of the community. The Retreat offers 6 - 8 free community workshops per year as part of the program. Brattleboro Last Night, Strolling of the Heifers, and Brattleboro Ski Jump Event - All use our facility for annual Events. They use our grounds for the events as well as parking, tents, Facilities & Security Staff.Cafeteria & Conference Room - Facility used for meetings by groups including; Brattleboro Area Development Committee, Brattleboro Area Chamber of Commerce, Early Education Services, Brattleboro Area Human Resources Network, Windham Regional Commission, Local Emergency Planning Committee (LEPC), Brattleboro Area Hospice, Brattleboro Early Educators Cooperative, Safe Driving Program, Windham Southeast Supervisory Union, Windham Central Supervisory Union, NFI Vermont, Center for Health & Learning, Green Mountain Care Board, Blue Cross Blue Shield of Vermont, Al Anon, Alcoholics Anonymous, and United Way of Windham County.Relay for Life - Retreat Feat team participates in local event raising funds and awareness to fight against cancer.
Part VI, Line 6:	Vermont Assoc for Mental Health - Provides advocacy for the mental health community in Vermont: Vermont Program for Quality in Healthcare - Provides advocacy for access to health-care services in Vermont.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	United Way of Windham County	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 617	AddressLine1Txt
City	Brattleboro	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	053020617	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	036003074	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$21,904	CashGrantAmt
Purpose Of Grant	Organizational Support	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	Grants and other assistance payments are made only to 501(c)(3) organizations or governmental entities. Therefore, additional monitoring is not deemed necessary.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Louis Josephson
CEO	$342,365	$0	$0	$0	$50,715	$0	$8,100	$0	$46,217	$0	$447,397	$0	$0	$0
Steven Monette
Past CFO	$210,111	$0	$0	$0	$840	$0	$1,018	$0	$12,721	$0	$224,690	$0	$0	$0
Lisa Lambert
Staff Psychiatrist	$418,678	$0	$0	$0	$0	$0	$0	$0	$3,571	$0	$422,249	$0	$0	$0
Mark McGee
Chief Medical Officer	$300,264	$0	$0	$0	$508	$0	$7,689	$0	$28,033	$0	$336,494	$0	$0	$0
Frederick Engstrom
Staff Psychiatrist	$278,346	$0	$0	$0	$4,490	$0	$7,950	$0	$31,006	$0	$321,792	$0	$0	$0
Dorothea Degutis
Staff Psychiatrist	$271,198	$0	$0	$0	$2,402	$0	$7,950	$0	$7,701	$0	$289,251	$0	$0	$0
John Fanton
Staff Psychiatrist	$264,910	$0	$0	$0	$484	$0	$0	$0	$4,287	$0	$269,681	$0	$0	$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	Vermont Educational and Health Buildings Financing Agency	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	237154467	BondIssuerEIN
Bond Issued	2015-07-15	BondIssuedDt
Issue Price	$11,245,000	IssuePriceAmt
Purpose	Refund Series 2011A Bonds	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$11,245,000	TotalProceedsAmt
Issuance Costs From Proceeds	$97,745	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$11,147,255	OtherSpentProceedsAmt
Substantial Completion	2015	SubstantialCompletionYr
Current Refunding	Yes (1)	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	0	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	Yes (1)	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	0	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	0	ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, line 11b	The Governing Body will receive the prepared 990 electronically for their review prior to filing the return, followed by a presentation at their next full board meeting.
Form 990, Part VI, Section B, line 12c	A. The Brattleboro Retreat accepts the responsibility for the provision of optimum care and services to its patient population, and therefore must protect the integrity of clinical decision making and the provision of treatment and care to all patients. B. The Brattleboro Retreat will disclose any existing or potential conflicts of interest for those who provide care, treatment and services as well as management and governance activities. C. The Brattleboro Retreat will routinely review its existing relationship and its staff's relationships, with other care providers, educational institutions and payers to ensure that all relationships are within law and regulation and to identify and determine if conflicts of interest exist. D. Regardless of any fiduciary relationship with any healthcare provider (licensed clinical practitioner, vendor, educational institution, payer, outside resource agency, etc.), the hospital and its representative staff (including medical staff), will strive to provide optimum care to patients following appropriate utilization of resources standards. Care provided to patients will not be dependent upon financial relationships or fiduciary responsibilities. a. Tests, studies, treatments or procedures deemed usual and routine in the diagnosis, management or treatment of disease processes; as standard in the healthcare community, will not be withheld from any patient (unless the patient exercises his/her patient right to refuse treatment). b. Any healthcare provider who feels there is a conflict of interest in patient management and their relationship with the facility, must contact administration and notify the Chief Executive Officer immediately. E. Discussion at the administrative level will be initiated, whereby problem resolution will be the primary goal. In the interim, the Chief of the service/department with jurisdiction over the healthcare provider will arrange for coverage of the patient; until resolution has been reached. F. If resolution cannot be reached at the administrative level, the matter will be forwarded to an Executive Committee of the Governing Body, who will meet as soon as practicable, however no later than one week after notification of issue. The Governing Body's primary purpose is to assure that optimum patient care and treatment is provided, regardless of fiduciary relationships, while maintaining a fair and just review of all circumstances surrounding the issue. The determination of the Governing Body will be final. G. No contract or transaction entered into by the corporation known as the Brattleboro Retreat, shall be affected by the fact that a director, member or officer of the corporation was personally interested in the contract or transaction or was personally interested in or a director or officer of a corporation that was personally interested in the contract or transaction. H. A member of the Governing Body or a member of a committee, when called upon to cast a vote for or against a matter which personally involves such individual, shall disclose himself/herself ineligible to vote on the grounds of conflict of interest. In cases where conflict of interest is not clearly apparent, or when such conflict is not declared by a person who in the opinion of other members has potential conflict, the conflict of interest issue may be brought before the body who will vote on such issue to determine whether or not a conflict of interest exists. I. Should there become known, at any time, a conflict of interest between any member of the Governing Body, medical staff, hospital personnel or other healthcare providers and the hospital or any of its agents, the individual(s) may excuse himself/herself from discussions and/or determinations with the identified healthcare provider(s). J. All members of the Governing Body, medical staff and hospital personnel have the responsibility and obligation, if there is such a time as it is discovered; that due to a fiduciary relationship, care of any patient may be compromised or may not be delivered within the known standard of care; to notify the Chief Executive Officer of the Brattleboro Retreat immediately upon identification of this issue
Form 990, Part VI, Section B, line 15	The Board Compensation Committee reviews comparative data for the CEO. The CEO does review benchmarking/comparative data for VPs and other key employees.
Form 990, Part VI, Section C, line 19	All governing documents, conflict of interest policy, and audited financial statements are available upon request
Form 990, Part IX, line 11g	Clinical Services: Program service expenses 379,362. Management and general expenses 0. Fundraising expenses 0. Total expenses 379,362. Contract Services: Program service expenses 7,462,602. Management and general expenses 897,068. Fundraising expenses 0. Total expenses 8,359,670. Purchased Services: Program service expenses 8,910. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,910. Consulting Fees: Program service expenses 31,829. Management and general expenses 508,746. Fundraising expenses 0. Total expenses 540,575. Collection Fees: Program service expenses 11,879. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,879.
Form 990, Part X, Line 10; Land, Building, and Equipment	Section 1.263(a)-3(n) Election: Brattleboro Retreat 1 Anna Marsh Lane Brattleboro, VT 05302 EIN 03-0107360 Brattleboro Retreat is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).
Form 990, Part VI, Line 16:	Brattleboro Retreat invested in the Vermont Collaborative Care, LLC with Catamount Insurance Services, Inc. which is a wholly-owned subsidiary of Blue Cross and Blue Shield of Vermont, a non-for-profit organization.