2015-11-13T15:44:33-06:00 2014-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2014-01-01 030107360 Brattleboro Retreat BRAT 8022577785 1 Anna Marsh Lane Brattleboro VT 05302 Robert E Simpson Jr President & CEO 8022577785 2015-11-13 1 Barbara J McGuan CPA P00219457 2077752387 2015-11-13 2014 2016-03-07 17:11:31Z Robert E Simpson Jr 1 Anna Marsh Lane Brattleboro VT 05302 69826659 0 X www.brattlebororetreat.org X 1834 VT Offering a continuum of care including Inpatient, Partial Hospitalization, Residential and Outpatient Treatment for Children, Adolescents, Adults, and Older Adults throughout the Northeast. 13 12 913 15 357364 -8087 3318574 349579 59418262 64706760 318838 309573 156307 374893 63211981 65740805 0 18332 0 0 44986216 50149134 0 0 0 13422356 14813614 58408572 64981080 4803409 759725 45625285 45862622 23863523 23362120 21761762 22500502 X 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. 0 0 54025250 18332 62203727 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 38,126, Partial 9,578, Residential 8,519, Outpatient 24,965. 194694 192697 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. 1738569 2610336 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 13,746. 55958513 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 98 0 1 913 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 1 0 VT X Steven Monette 8022584312 1 Anna Marsh Lane Brattleboro VT 05301 Bette Abrams Board Chair 1.00 X X 0 0 0 Mary Faucher Past Trustee 1.00 X 0 0 0 Michael Sarsynski Jr CFP Trustee 1.00 X 0 0 0 Robert E Simpson Jr President & CEO 40.00 X X 481112 0 26600 Tammy Richards Board Secretary 1.00 X X 0 0 0 Tonia Wheeler Trustee 1.00 X 0 0 0 Patricia O'Donnell Past Trustee 1.00 X 0 0 0 David Dunn Esq Trustee 1.00 X 0 0 0 Daniel Normandeau Assistant Secretary 1.00 X X 0 0 0 Elizabeth Catlin Trustee 1.00 X 0 0 0 Drew Pate MD Trustee 1.00 X 0 0 0 Michael Krupa Trustee 1.00 X 0 0 0 Joseph Pyle Trustee 1.00 X 0 0 0 Kenneth Becker Trustee 1.00 X 0 0 0 Christopher Turley Trustee 1.00 X 0 0 0 John Blaha Past Sr VP Finance & CFO 40.00 X 160837 0 14055 Steven Monette VP Finance & CFO 40.00 X 11018 0 217 Frederick Engstrom Chief Medical Officer 40.00 X 284482 0 27414 Robyn Ostrander Senior Medical Director 40.00 X 266131 0 29138 Joseph Smith Physician 40.00 X 227544 0 19596 William Knorr MD Medical Staff President 40.00 X 226253 0 15319 Mark McGee Physician Unit Chief 40.00 X 237500 0 18813 1894877 0 151152 48 0 1 0 Sodexo 153 Second Avenue Waltham MA 02254 Cafe/Dietary/Housekeeping 3348882 Locumtenenscom PO Box 405547 Atlanta GA 30384 Contract Labor 1370725 Downs Rachlin & Martin PO Box 99 St Johnsbury VT 05819 Legal Services 578859 GPI Construction 436 Canal St Brattleboro VT 05301 Construction Services 464770 Netsmart Technologies PO Box 823519 Philadelphia PA 19182 Electronic Medical Record Vendor 354802 20 100895 45729 202955 34709 349579 Patient Service Revenue 621400 156631831 156631831 Miscellaneous 900099 2252479 1623007 357364 272108 MSO Revenue 621400 1306750 1306750 Provision for Bad Debts 621400 -1258927 -1258927 Contractual/Char. Adj. 621400 -94225373 -94225373 64706760 357990 357990 251025 167077 83948 83948 83948 3837765 3886182 -48417 -48417 -48417 23540 100895 32595 -9055 -9055 Joint Venture Earnings 900099 300000 300000 300000 65740805 64377288 357364 656574 18332 18332 693839 693839 36673461 33597649 3075812 868321 811008 57313 9247481 8021766 1225715 2666032 2372425 293607 772429 772429 59150 59150 35580 35580 4176409 3025723 1150686 295456 295456 358911 80342 278569 1161024 1161024 149988 67895 82093 320543 320543 1840067 1840067 551496 551496 Medical Supplies 1136037 1136037 Meals 1094204 1024527 69677 Provider Tax 923329 923329 Repairs & Maintenance 515125 42634 472491 1423866 668260 755606 64981080 55958513 9022567 0 X 17933 2000 590471 1586641 10731668 10523824 138259 260932 502484 483923 52343288 30793404 21286965 21549884 11230693 10047358 367196 667196 211528 192776 548088 548088 45625285 45862622 6087970 7029764 11210000 11165000 5627686 4285792 937867 881564 23863523 23362120 X 21446599 22210303 174491 127625 140672 162574 21761762 22500502 45625285 45862622 759725 -20985 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 8928 8928 0 Part II-B, Line 1: Line 1b relates to a portion of MSO VP's salary in the amount of 12,740. Line 1i includes the portion of AHA and VAHHS dues related to lobbying. 11244417 262310 700000 10806727 10940589 492713 188885 11244417 11804134 436455 1300000 10940589 10524393 1279741 11804134 9351252 750000 423141 10524393 1.00000 0 0 120033 120033 41615996 23328867 18287129 8151020 6074310 2076710 2456239 1390227 1066012 21549884 Bank Overdraft 523893 Deferred Compensation Obligation 108706 Estimated Third Party Settlements 248965 881564 65919492 -20985 199672 178687 65740805 0 65740805 65180752 199672 199672 64981080 0 64981080 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 167,077. Fundraising Expenses 32,595. Part XII, Line 2d - Other Adjustments: Rental Expenses 167,077. Fundraising Expenses 32,595. Golf Tournament 55127 43577 11550 525 6660 4910 1061 Ride for Heroes 23971 22058 1913 500 1285 1 45337 35260 10077 3450 6077 4000 4127 124435 100895 23540 1025 10110 10987 4000 6473 32595 -9055 1 1 1 X 1 X 1 1 1 0 1 1 983153 983153 0.01510 28169252 22838185 5331067 0.08200 29152405 22838185 6314220 0.09710 101467 101467 0.00160 205337 1500 203837 0.00310 7956921 6348865 1608056 0.02470 60011 60011 0.00090 8323736 6350365 1973371 0.03030 37476141 29188550 8287591 0.12740 3123 3123 0.00000 3123 3123 1 488106 10174293 14653707 -4479414 X 1 1 1 1 Brattleboro Retreat 1 Anna Marsh Lane Brattleboro VT 05301 www.brattlebororetreat.org X Brattleboro Retreat 1 0 0 1 X X X X X X X X X 12 1 1 0 1 X www.brattlebororetreat.org X 1 12 1 http://www.brattlebororetreat.org/about/community-health-needs-assessment 0 0 1 X 200.000000000000 300.000000000000 X X X 1 1 X X X 1 X X 1 X 0 X 1 X 0 0 Brattleboro Retreat Part V, Section B, Line 5: The three participating health care organizations set up a steering committee that included individuals from the State of Vermont Department of Health, Brattleboro Memorial Hospital, Grace Cottage Hospital, The Brattleboro Retreat, United Way, Vermont Agency of Human Services, Visiting Nurse Association & Hospice of Vermont and New Hampshire, Valley Cares, and Senior Solutions. Additionally, the participating organizations engaged a range of stakeholders through the surveys and focus groups, including health care providers, human service organizations, youth development organizations, schools and other nonprofit organizations. The participating health care organizations took into account input from people who represent the broad interests of the communities served through the following process:- established the Steering Committee comprised of a multi-disciplinary group of community leaders that met a total of seven times- conducted two focus group interviews with representatives from community and health care organizations- developed and widely distributed two on-line community needs surveys- developed and distributed a provider survey of community needs;- reviewed available data- hired an independent consultant, Diana Wahle, to collect data on Windham County demographics and economic and health indicators- worked collaboratively on assessing the data, prioritizing and identifying community health needs- planned how Brattleboro Memorial Hospital, Grace Cottage Hospital, and the Brattleboro Retreat could work together to address selected community health needs/gaps.Following the collaborative work, each participating organization developed an implementation plan incorporating the initiatives set out in the collaborative planning efforts. The implementation plans were developed independently (with collaborative support) in order to take into account each organization's unique resources and opportunities for addressing identified needs. 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: In the Brattleboro Retreat's 2012 CHNA, four goal areas were identified on which to focus for the 2013-2015 reporting period, which are as follows:1. Support suicide prevention programming in the local community and across the state.2. Decrease prescription drug misuse. 3. Raise awareness of existing health and wellness programs and initiatives to promote healthy living and improve the quality of life for all.4. Improve care coordination between medical and mental health providers.Goal #1: We collaborated with the Center for Health & Learning to increase access to suicide prevention trainings among various professions throughout the state of Vermont. We have also collaborated with Brattleboro Community TV, Center for Health & Learning, Brattleboro Memorial Hospital, and Grace Cottage Hospital to offer suicide prevention education to the public in and around Windham County, Vermont. The Brattleboro Retreat also participates in the VT Youth Suicide Prevention Coalition that works to raise awareness of suicide risks and increase access to trainings on prevention and post-vention.Goal #2: We work in collaboration with Habit OPCO to offer coordinated and community-based opioid dependence treatment and support programs, and we operate our outpatient medication assisted therapy program as part of the statewide Hub & Spoke initiative. We also run our Mind-Body Pain Management Clinic, which is an effective, non-medication alternative for the treatment of chronic pain that uses behavioral pain management therapies. Goal #3: We work in collaboration with Brattleboro Memorial Hospital and Grace Cottage Hospital to offer year-round educational health & wellness programming to highlight available programs and services in the county and provide the public with useful tools and information to lead healthier, more active lives. We have also worked jointly to promote VT-211, which is a free resource connecting state residents with requested services and resources.Goal #4: The Brattleboro Retreat established the Vermont Collaborative Care in 2014 as a means to improve the integration across mental health, substance abuse and physical health. We also partner with Dartmouth Hitchcock Medical Center, UVM Medical Center, and other providers in One Care to coordinate the health care of Medicare, Medicaid and Commercial Exchange Vermont beneficiaries.Needs Not Being Addressed:The 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. However, BMH and Grace Cottage Hospital are addressing these medical health needs in their respective CHNAs. The qualitative research findings also show that individuals surveyed in Windham County and the state of Vermont are concerned about adolescent substance use. However, the Retreat did not choose this specific issue as a priority for the 2013-2015 reporting period because there is not strong supporting data. Among persons 12 to 17, Vermont saw a decrease in past month illicit drug use from 2006-2007 and 2008-2009; however, alcohol use is high. Staff members from the Retreat are already active in the Brattleboro Area Prevention Coalition, an organization dedicated to addressing teen alcohol and substance use, and this involvement will continue. Through qualitative research with the communities served, the Retreat also 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, The Rotary Club of Brattleboro, and The Brattleboro Sunrise Rotary Club. 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.Tactics not completed in our 2013-2015 CHNA Implementation Plan:We are not developing a media campaign specifically for VT-211; rather, we are promoting VT-211 in a number of our ongoing outreach initiatives as well as in social media. We have not yet shared a depression screening tool on the Retreat's website for the public to access because we have yet to find a screening tool that meets our criteria and is cost-effective for our organization. Also, we offered a free depression screening at the 2013 Wellness in Windham Health Festival, but we didn't have any participation. Therefore, we've decided not to continue it in future years. Part V, Section B, Line 16 Financial Assistance Policy Website Availability Brattleboro Retreat Part V, Section B, line 16a website: http://www.brattlebororetreat.org/income-guidelines-and-application Brattleboro Retreat Part V, Section B, line 16b website: http://www.brattlebororetreat.org/income-guidelines-and-application 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 2014, the Retreat decreased its estimate from $2,888,637 to $2,804,605 in the allowance for doubtful accounts relating to self-pay patients. During 2013, the Retreat increased its estimate from $2,096,820 to $2,888,637. Such changes resulted from trends experienced in the collection of amounts from patients for which they are financially responsible and from fluctuations in outstanding account balances. 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 2014, the Brattleboro Retreat served more than 4,904 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. The Uniformed Service Program, which provides trauma and addiction treatment for active or retired police, fire, EMT and military personnel, has served nearly 700 men and women since 2010 when the program was founded. In 2014, the Retreat more than doubled the number of patients in the Hub Addiction Treatment Program, an ambulatory program providing medication-assisted therapy to adults.With the expansion of clinical program offerings at the Retreat has come an increase in workforce. 40 new positions were added in 2014, most of which were direct care positions.The Retreat also continued to build upon its strategic planning processes by developing a 12-month strategic plan with achievable goals and objectives and adopting courses of action and allocation of resources necessary for carrying out these goals. The strategic planning process that led to the adoption of the 2014 strategic plan involved a three step process in which division heads on the hospital's Executive Team submitted strategic plans for each area under their purview. The plans were then reviewed and finalized by the Executive Team and assembled to create one organizational plan. In the final step, the plan was reviewed and adopted by the Board of Trustees. Key items addressed in the 2014 strategic plan included:1. Enhancing the Electronic Medical Record (EMR) system and providing EMR implementation training and online treatment planning education to staff2. Restructuring and improving patient care processes and procedures to ensure greater safety for patients and staff3. Growing ambulatory programs, including the Uniformed Service Program and the Hub Addiction Treatment Program.4. Growing specialty inpatient programs, specifically the Emerging Adult Inpatient Program and the LGBT Inpatient Program5. Developing a new phase of the Stand Up to Stigma campaign to raise awareness of mental health and addiction-related issues in communities across Vermont6. Strengthening the partnership with the State of Vermont to provide consultation and support for the new community-based mental health care system in Vermont, which includes the Adult Intensive Unit7. Forming educational collaboratives with research institutions to advance clinical research8. Creating an intranet to enhance internal communications.Other highlights in 2014 included:1. Continuing our partnership with Brattleboro Memorial Hospital and Grace Cottage Hospital to be a "Blue Print for Health Pilot Site" as part of healthcare reform2. Focusing on recruitment, retention and staff training.3. Partnering with Brattleboro Memorial Hospital and Grace Cottage Hospital to run Wellness in Windham, a community-centered, collaborative initiative aimed at promoting health and wellness throughout Windham County, Vermont4. Hosting the Boston Gay Men's Chorus in Brattleboro to highlight the mental health and addiction care provided in the LGBT Inpatient ProgramSummary of Process for Openness and Public ParticipationThe Brattleboro Retreat keeps the community informed with regular appearances and/or membership with the Brattleboro Selectboard, Building a Better Brattleboro, Brattleboro Development and Credit Corporation, Brattleboro Chamber of Commerce, the Windham County Legislative Delegation, Brattleboro Sunrise Rotary Club, the Rotary Club of Brattleboro and ongoing collaboration with other community organizations including Brattleboro Memorial Hospital, Grace Cottage Hospital, Health Care and Rehabilitation Services, Rescue Inc., the Police Department, 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, films, forums, and special educational events open to the community. The feedback of patients, their families, and community members is of great importance to the Brattleboro Retreat.Strategic Plan and Financial InformationThe Brattleboro Retreat spends approximately $1 million per year on capital improvements. The depreciation schedule generally amounts to $1.3 million. As a private not-for-profit organization, copies of the strategic plan are not publicly available. Questions regarding any strategic planning issue or opportunities for public input may be addressed to Konstantin von Krusenstiern, Vice President of Strategy and Development.For more information, please contact:Konstantin von Krusenstiern, Vice President, Strategy & DevelopmentBrattleboro Retreat1 Anna Marsh Lane, P.O. Box 803Brattleboro, VT 05302 (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 southwestern corner of Vermont-on the border with both New Hampshire and Massachusetts. Brattleboro is a small, rural town with a population of 11,798 and serves as the population center of Windham County, which has a total estimated population of 43,857. The state of Vermont has an estimated population of 626,630, while New England has a total population of an estimated 14.5 million. The majority of New England's population is located in the southern region-Massachusetts, Connecticut and New Hampshire.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. In 2014, the Retreat served patients from over 28 states. 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. In 2014, approximately 69% of inpatient admissions to the Retreat came from the state of Vermont; 16% from Massachusetts; 10% from New Hampshire; 2% from New York; 2% from Connecticut; and the remaining 1% came from Maine, Rhode Island and states outside of the New England region. Massachusetts, with a population of 6,692,824 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. Therefore, the Retreat is accessible for residents in western Massachusetts and in 2009, the Retreat became a provider for several state funded Medicaid products in Massachusetts, expanding access to the people insured in these programs.The demographics of income, race, poverty etc. vary greatly across the catchment area and are therefore difficult to characterize. This report focuses on Vermont and Massachusetts, which combined account for 82% of the Retreat's business.According to the 2012 American Community Survey, the estimated median household income of Vermont residents is $52,578 and the estimated median household income of Massachusetts residents is $66,768. According to the 2012 Vermont Healthcare Expenditure Analysis published by the Green Mountain Care Board in collaboration with Department of Banking, Insurance Securities and Healthcare Administration, 57 percent of Vermont residents were enrolled in private insurance in 2010, 17 percent in Medicare, and 18 percent in Medicaid. It was estimated that 7 percent of Vermont's population was uninsured in 2012 (compared to 9.8 percent in 2005). From 2011 to 2012 total Vermont health care expenditures increased $141 million to $5.1 billion, with the largest increase seen for hospital services. Massachusetts mandates health insurance coverage and provides subsidized healthcare for people earning up to 300% of the federal poverty guidelines and low cost options for people who don't have employer sponsored healthcare. According to the Massachusetts Department of Healthcare Finance and Policy (DHCFP) this has caused the rate of uninsured people to drop from 6% in 2006 to 2% in 2013. At the same time, the rate of privately insured people has remained steady at 4.4 million or approximately 67% of the population, with the remaining 29% enrolled in public plans.In contrast, in 2014, 67 percent of the Retreat's funding came from public sources-23.5 percent from Medicare, 24 percent from adult Medicaid / State programs and 19.7% from child and adolescent residential funding or Medicaid. The Retreat is therefore treating a higher proportion of people receiving Medicare or Medicaid than the rates of public and private insurance might suggest.Population data is from the U.S. Census QuickFacts 2014 Estimates and the Brattleboro Chamber of Commerce-accessed 6/3/2015. Part VI, Line 5: Morningside Shelter Monthly use of conference room for board meeting for local homeless shelter.ALANON Weekly use of East Conference RoomAA Weekly use of CafeteriaUnited Way Use of Conference roomVT Community Foundation Use of conference roomBACC Community Breakfast Use of education conference roomLegislative Breakfast Use of education conference roomWellness in Windham Health Festival - Presented by Brattleboro Memorial Hospital, Grace Cottage Hospital and the Brattleboro Retreat, the Wellness in Windham Health Festival is an annual health event for residents of Windham County and surrounding communities. Festival exhibitors and performers share useful health & wellness information and lead demonstrations to help individuals and families lead healthier, more active lives.Weekly Radio Show - Discusses Mental Health issues.Midwinter Lunch Series - A series of 3 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.Wellness in Windham Health Education Calendar and Workshops - Presented by Brattleboro Memorial Hospital, Grace Cottage Hospital and the Brattleboro Retreat, the Wellness in Windham Health Education Calendar is published and distributed biannually and includes wellness programs, ongoing classes, and support groups, many of which are free, for all members of the community. The Retreat offers 8 - 10 free community workshops per year as part of the Wellness in Windham Health Education 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 Morningside Shelter, Brattleboro Area Development Committee, Brattleboro Area Chamber, Early Education Services, DUI Victim Impact, Kiwanis Club, Al Anon, Alcoholics Anonymous & Legislative Breakfast. VITA (Volunteer Income Tax Assistance) - The VITA program offers free tax help to people with limited income, persons with disabilities, the elderly and limited English speaking taxpayers who need assistance in preparing their own tax returns. The VITA program for Windham County is organized by the Windham County United Way.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. 1 Brattleboro Recreation & Parks Department PO Box 513 Brattleboro VT 05302 036000393 Government 8332 Organizational Support 1 0 Part I, Line 2: Grants and other assistance payments are made only to 501(c)(3) organizations or governmental entities. Therefore, additional monitoring is not deemed necessary. X 0 0 0 0 0 0 0 1 0 Robert E Simpson Jr President & CEO 321446 0 62100 0 97566 0 10400 0 16200 0 507712 0 0 0 John Blaha Past Sr VP Finance & CFO 151643 0 8280 0 914 0 6534 0 7521 0 174892 0 0 0 Frederick Engstrom Chief Medical Officer 271430 0 8280 0 4772 0 10132 0 17282 0 311896 0 0 0 Robyn Ostrander Senior Medical Director 257527 0 8280 0 324 0 10182 0 18956 0 295269 0 0 0 Joseph Smith Physician 227285 0 0 0 259 0 3648 0 15948 0 247140 0 0 0 William Knorr MD Medical Staff President 223268 0 0 0 2985 0 8621 0 6698 0 241572 0 0 0 Mark McGee Physician Unit Chief 237205 0 0 0 295 0 2784 0 16029 0 256313 0 0 0 Part I, Line 7 The bonus payments listed in Part II were made as part of the Retreat's Variable Pay Plan. The Plan was approved by the Board of Trustees as were the payment amounts which were based on the extent to which pre-approved goals were met. The Board sets a maximum for the CEO and also a maximum as a pool for the other executives. The CEO has the discretion on how that pool is distributed to the other executives. A Vermont Educational Health & Buildings 237154467 924166DY4 2011-12-01 11300000 Refund Series 2007 Bonds & new money for capital improvements 0 0 0 A 135000 11300000 149961 58992 9623203 1467844 2011 1 0 1 1 A 0 0 0 0 0 0 0 A 1 1 0 0 0 0 A 0 X 2 34709 FMV 0 1 0 Form 990, Part VI, Section B, line 11 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 At the Annual Meeting, Board Members complete the document entitled "Brattleboro Retreat Questionnaire on Conflict of Interest". They are required to revise it during the course of the year if anything changes. 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 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.