2025-08-14T10:49:51-07:00 2024-09-30 990 2023-10-01 050258806 Emma Pendleton Bradley Hospital EMMA 4014321000 1011 Veterans Memorial Parkway East Providence RI 02915 Peter K Markell EVP/CFO 2025-08-14 true 2023 2025-03-06 01:10:19Z Henry T Sachs III MD 147529378 false X www.brownhealth.org X 1957 RI As a member hospital in the Brown University Health system, Emma Pendleton Bradley Hospital (EPBH) is committed to its mission: Delivering health with care. 18 14 1115 31 0 1852448 3780955 96069486 122543837 3967075 6240888 6722595 101889009 139288275 2500 1875 0 65168706 69420763 0 396372 39163266 54375547 104334472 123798185 -2445463 15490090 146724385 173270640 36588710 43342941 110135675 129927699 X As a member hospital in the Brown University Health system, EPBH is committed to its mission: Delivering health with care. false false 88576312 1875 109821454 EPBH provides inpatient treatment for children ages 2 to 18 years suffering from serious behavioral disorders and/or developmental conditions such as mental retardation or autism who are in need of stabilization, assessment, and treatment for suicidal, destructive, self-injurious, or other dangerous or aggressive behaviors. EPBH also offers residential treatment providing intensive, family-centered services to children with emotional and behavioral problems which prevent them from living safely at home. (See also Schedule O) 13471383 12432383 The Bradley Hasbro Children's Research Center is devoted to the study and treatment of children at risk for serious mental disorders and behavior processes that support the intergenerational transmission of illness. The research areas are broad and include: Child and Adolescent Psychiatric Disorders, Pediatric Behavioral Health, Biological Basis of Psychiatric Disorders, Prevention and Early Intervention, Health Services Research, Pediatric Mood, Imaging & Neurodevelopment, Developmental Disorders Genetics Research, and Neuroplasticity/Autism Disorders. Included in total program expenses and revenue are approximately $XXX,000 of research grants from for-profit organizations that are not reported in Schedule H. 3478706 290000 Bradley Hospital, along with other Rhode Island Hospitals, has an affiliation with The Warren Alpert Medical School of Brown University to provide clinical training programs and research activities surrounding the treatment of Children and Adolescents with psychiatric and behavioral disorders. The goals of the partnership are to facilitate the expansion of joint educational and research programs to enable competition both clinically and academically. The total cost of direct medical education provided by Bradley exceeded the reimbursement received from third-party payors by $3.2 million in fiscal year 2024. 105526401 true true false false false false false true false true true false true true true true false true false false false false false false false false true true false false true true true false false false false false false false false false false false false false false true true true false false true 100 0 true 1115 true false false false false false false false 0 false false false false false false false X 18 14 true false false false true true true true true false false true true true true true true true true false RI X Peter K Markell 4014447914 167 Point Street Providence RI 02903 X Timothy J Babineau Fmr Trustee 0.00 0.00 0 2343283 1336393 John Fernandez Trustee 2.00 48.00 X 0 2148746 307376 Ziya L Gokaslan MD Trustee 0.50 42.50 X 0 1656599 52686 Peter K Markell EVP & CFO 5.00 55.00 X 0 1193642 18928 Paul J Adler Secretary 2.50 37.50 X 0 926856 151085 Henry T Sachs III MD Pres. & CMO 35.00 22.00 X 0 767743 29458 Eva Greenwood Treasurer 0.50 39.50 X 0 649185 87891 G Alan Kurose Fmr Trustee 0.00 0.00 0 593347 11416 Karyn J Horowitz MD Chief Medical Officer 40.00 0.00 400573 0 84831 Kristen Kichefski CNO 40.00 0.00 239797 0 26126 Michelle Gessman Clinical Director 40.00 0.00 201320 0 42623 Mary A Carskadon PhD Physician 40.00 0.00 213001 0 20233 Margaret Paccione-Dyszlewski PHD Dir. Behav. Ed 40.00 0.00 184945 0 30660 Ellen M Hallsworth Dir. REACH 40.00 0.00 184510 0 13300 Shelley Grant Dir. Nursing 40.00 0.00 170205 0 7825 Arthur J Sampson Fmr Trustee 0.00 0.00 0 87962 0 Lawrence A Aubin Sr Chair 0.50 7.50 X X 0 0 0 Emanuel Barrows Trustee 0.50 6.50 X 0 0 0 Roger N Begin Trustee 2.00 10.50 X 0 0 0 Peter Capodilupo Vice Chair 0.00 5.00 X X 0 0 0 Chris Cocks Trustee 0.00 1.00 X 0 0 0 Sarah T Dowling JD LLM Trustee 0.00 13.00 X 0 0 0 Edward D Feldstein Esq Trustee 0.10 2.00 X 0 0 0 Michael L Hanna Trustee 0.25 6.05 X 0 0 0 Philip Kydd Trustee 0.50 6.00 X 0 0 0 Alan H Litwin Vice Chair 0.50 9.00 X X 0 0 0 Martha B Mainiero MD Trustee 0.25 2.85 X 0 0 0 Paula McNamara Trustee 0.00 2.00 X 0 0 0 Steven Pare Trustee-12/23 0.00 3.00 X 0 0 0 Janet Robinson Trustee 0.00 2.00 X 0 0 0 Lawrence B Sadwin Trustee 5.00 12.00 X 0 0 0 Shivan Subramaniam Trustee 0.25 5.25 X 0 0 0 Angel Taveras Trustee 0.00 1.00 X 0 0 0 Jane Williams PhD RN Trustee-12/23 5.00 27.00 X 0 0 0 1594351 10367363 2220831 76 true true false Aramark Services Inc PO Box 978839 Dallas TX 75397 Food Service 1499272 Brown University PO Box 1911 Providence RI 029121911 Shared Chair 815355 Butler Hospital 350 Duncan Drive Providence RI 02906 Residency Rotations 615366 Cross Culture Interpretation 8 Acorn Streeet Cumberland RI 02864 Interpreter Services 354903 EI US LLC PO Box 4110 Woburn MA 01888 Academics 196334 6 2209687 1568768 2500 3780955 Inpatient Routine 622210 71131300 71131300 Outpatient 622210 1763111 1763111 Partial Hospitalization 622210 22870206 22870206 Research 541700 12432383 12432383 Residential 623220 14446807 14446807 -99970 -99970 122543837 1873988 1873988 0 0 0 12608003 8233934 7169 4374069 -7169 4366900 4366900 0 0 0 All Other 622210 1704293 1704293 Joint Program Revenue 621300 5018302 5018302 6722595 139288275 129266432 6240888 X 1875 1875 0 0 0 892665 892665 0 52110045 50296466 1813579 3160876 3033493 127383 9561624 9288336 273288 3695553 3550495 145058 0 0 0 0 0 82587 82587 13184607 13184607 13928 12928 1000 2531195 2386518 144677 0 0 1877259 1332641 544618 206603 200847 5756 0 275405 219275 56130 551819 89850 461969 0 3426560 2786 3423774 621120 621120 License Fees 13601202 13601202 Purchased services 12682552 2696805 9985747 Other expenses 4924338 4114492 809846 Fundraising expenses 396372 396372 0 123798185 105526401 17875412 396372 197137 120621 3677536 9888835 1220955 1337710 11245445 11109138 0 0 0 185532 176440 3775199 10455194 67614194 31869083 35028195 35745111 15270434 17429954 7579248 1993978 23265211 25873132 0 45279493 59140527 146724385 173270640 6017254 8719957 14541058 15724534 3000000 3000000 13030398 15898450 36588710 43342941 X 42686048 53718706 67449627 76208993 110135675 129927699 146724385 173270640 X 15490090 6373818 -2071884 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8140 X false 88816754 20742116 10276506 19339717 100495659 86248062 13574492 4437729 15443527 88816756 89986465 21483958 -11091876 14130485 86248062 77657734 10830772 13230965 11733006 89986465 70079480 13349949 1707082 7478777 77657734 0.24500 0.13300 0.62200 true true true 4000 4000 50664438 22790976 27873462 15193499 9078107 6115392 1752257 1752257 35745111 25873132 Deferred Financing Costs 103898 Donated Art 8140 Interest in NA of Bradley Hospital Fndtn 2328051 Other non-current Leases 288417 Participation in HBCS Net Assets Right-of-Use Assets,Net Operating Leases 1213427 59140527 Accrued Pension Liability 1108700 Health Care Benefit Self-insurance 907643 Intercompany Liabilities 12151394 Lease Liabilities 1501843 Other Long-term Liabilities 44023 Third-party Payor Liabilities 184847 15898450 X Part III, Line 4: Description of organization's collections and how it furthers its purpose. EPBH's collection of artwork consists of paintings, a sculpture, and a vase. The works of art are displayed throughout EPBH for the viewing pleasure of patients, visitors, and employees. Part V, Line 4: Intended uses of the endowment fund. EPBH's endowment funds consist of both donor-restricted endowment funds and funds designated by EPBH to function as endowments. EPBH receives support from various irrevocable outside trusts within its endowment funds, most notably The Helen Bradley Trust and The George L. Bradley Trust (the Trusts), which were established under the wills of the late Helen and George L. Bradley. At September 30, 2024, the market value of the Trusts was approximately $40.6 million (not including land and the original Laufer Building in East Providence, Rhode Island where EPBH is located). As a result of a court order in 2007, the Trusts were authorized to make annual distributions to EPBH based on the trailing twelve-quarter average fair market value of the Trusts' investment assets in amounts equal to 7% of the average market value of the Trusts in 2007, decreasing by one-quarter of one percent per year to 4.5% in 2017 and beyond.EPBH's largest temporarily restricted fund as of September 30, 2024, with a balance of $694,179, is for the benefit of The Bradley Center. The Bradley Center is an acute residential program for adolescents with behavior and co-occurring substance use disorders. EPBH's second largest fund of $564,708, has received donations to be utilized for the renovation of the Bradley Hospital Access Center, The Access Center clinicians are trained to perform evaluations for children and adolescents in of care, and direct them to the most appropriate and effective services. And another of EPBHs temporarily restricted funds, The Family Support fund has $500,994 that dedicated to helping with emergency needs of EPBH patients families.The Center for Developmental Disablities Residential Programs also has a fund of $490,763 that has been established for operational needs, including the maintenance and repair the four CADD residential homes. And finally, Bradley supports the Healing Arts program, with a fund of $425,622, which provides creative and therapeutic activities that improve and enhance the physical, mental and emotional well-being of patients by offering a wide variety of visual art projects, performance arts and musical programs. Part X : FIN48 Footnote The organization is included in the consolidated financial statements of Brown University Health System which includes the following footnote regarding uncertain tax positions:Brown Health and substantially all its affiliates are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and are exempt from Federal income taxes pursuant to Section 501(a) of the Code. Brown Health MSO, Inc., Lifespan Risk Services, Inc. (d/b/a Brown University Health Risk Services), and VNA Technicare, Inc. (d/b/a Brown Health Home Medical) are taxable corporations. EPBH recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Recognized income tax positions are measured at the largest amount of benefit that is greater than fifty percent likely to be realized upon settlement. Changes in measurement are reflected in the period in which the change in judgment occurs. EPBH did not recognize the effect of any income tax positions in either 2024 or 2023. true true true X true X true true true false true true 126272 206717 -80445 62659233 58803868 3855365 0.03110 62785505 59010585 3774920 0.03110 134844 16444 118400 0.00100 3478706 290000 3188706 0.02580 8179404 5567013 2612391 0.02110 8482910 7443910 1039000 0.00840 20275864 13317367 6958497 0.05630 83061369 72327952 10733417 0.08740 true -70655 X true true 1 1 Emma Pendleton BradleyHospital 1011 Veterans Memorial Parkway East Providence RI 02915 https://www.bradleyhospital.or HOS00123 X X X Emma Pendleton BradleyHospital 1 false false true X X X X X X X X X X 22 true true false true X See Schedule H, Part V, Section C X true 22 true See Schedule H, Part V, Section C false false true X 200.0000 300.0000 X X X X X X true true X X X X true X See Schedule H, Part V, Section C X See Schedule H, Part V, Section C X See Schedule H, Part V, Section C X X X X X X X true X false X X X X true X false false Facility: Emma Pendleton BradleyHospital - Part V, Section B, Line 3j Part V, Line 3e- The CHNA process involved the integration of information from a range of data sources to identify the significant health needs of the community served by Emma Pendleton Bradley Hospital, prioritize those needs, and identify the resources, facilities, and programs to address them. In order to identify the significant health needs of this community, primary quantitative and qualitative data and secondary quantitative data were collected. Regarding the significant needs that were identified in EPBH's 9/30/2022 CHNA, they have been prioritized in order of significant needs of the community, as determined by a steering committee comprised of the Community Liaisons, EPBH liaisons, EPBH leadership, and Brown Health leadership. Facility: Emma Pendleton BradleyHospital - Part V, Section B, Line 5 The CHNA process involved the integration of information from a range of data sources to identify the significant health needs of the community served by EPBH, prioritization of those needs, and identification of resources, facilities, and programs to address the prioritized needs. Both qualitative primary data and secondary quantitative data were gathered to identify the significant health needs of the community.Primary data sources used for this report include community health forums, individual surveys, and key informant interviews. Secondary data sources include national and local publications of data that is specific to the state of Rhode Island and the EPBH service area.Community Health ForumsQualitative data was collected through Community Health Forums (CHF) to solicit input from individuals representing the broad interests and perspectives of the community. Community forums are a standard qualitative social science data collection method, used in community-based or participatory action research. Participants in the CHF included members of the medically underserved, low-income, and minority populations in the EPBH service area.Four CHF were held between May 3 and June 1, 2022, across the EPBH service area, with 71 participants. Participants were recruited using social media, electronic newsletter, email, and word of mouth. A mix of in-person and virtual (Zoom) forums were scheduled at easily accessible locations and at various times of the day. In-person EPBH forums were held at a public library and a substance use treatment and support center. At each in-person forum, a full meal was provided, along with childcare and interpretation if requested in advance. All CHF were open to the public and participants were engaged in a 90-minute discussion. In lieu of the provision of a meal, five $25 grocery store gift cards were raffled off as an appreciation of participation at each virtual forum.A community outreach representative of EPBH served as a hospital liaison to help plan and facilitate the CHF. The hospital liaison was a critical link between the LCHI as the coordinating body, the expertise and resources within the hospital, and the Community Liaisons described below.An important and unique component of the CHF was the involvement of Community Liaisons. Two people representing the diverse populations served by EPBH were hired as consultants to assist with the CHNA. These Community Liaisons helped plan the CHF, recruited participants, and co-facilitated the forums. Community Liaisons were chosen through a competitive selection process and completed a 90-minute training prior to leading the CHF. The training included project planning tips, role-playing activities, conflict management tips, and logistical expectations. Community Liaisons were responsible for identifying an accessible community venue for each forum, selecting a food vendor and menu that would be appealing to the target audience, and co-facilitating the discussion at the CHF with their hospital liaison.Each in-person CHF was two hours in duration and began with a meal, followed by a 90-minute discussion, co-facilitated by the hospital and Community Liaison, that generated consensus on the participants health concerns, their prioritization of those concerns, and their ideas for how EPBH could respond to those concerns. Discussion began with a brief presentation of EPBHs 2019 CHNA priorities and examples of activities the hospital has performed in response. Participants were invited to share their reactions to what was presented as well as their current health concerns. Virtual forums were 90 minutes in duration and followed the same discussion format as the in-person CHF. The input gathered during the CHF was assessed qualitatively to extract themes and quantitatively to determine the frequency with which those themes were cited. Community Liaisons also met with the LCHI and the hospital liaison to debrief the forums and offer their interpretation of the findings to ensure all input was captured and that priorities were appropriately aligned.Hiring, training, and empowering community members to serve as Community Liaisons in the CHNA process enriched the quantity and quality of community input. It also allowed EPBH to build relationships with communities that might not otherwise have become aware of or engaged in the needs assessment process.Individual SurveysTo broaden the reach of community input, an online survey was promoted, and paper surveys were distributed and collected by LCHI staff at community events they attended in June 2022. The surveys addressed the same questions as the CHF. Eleven individual surveys were received for EPBH. Key Informant InterviewsPublic health and health policy leaders who could inform the 2022 CHNA process and had knowledge, information, or expertise about the community that EPBH serves were invited to be interviewed as part of the CHNA. Key informant interviews were conducted with these leaders to supplement the other quantitative and qualitative data collected. Key informants included: Chief Strategy Officer, Executive Office of Health and Human Services, State of Rhode Island; Director of Policy, Planning and Research, Executive Office of Health and Human Services, State of Rhode Island; Director, Health Equity Institute and Maternal and Child Health, Rhode Island Department of Health; Vice President and Chief Medical Officer, Providence Community Health Centers; Executive Director, Rhode Island Parent Information Network; Director, Community Health Worker Association of Rhode Island; and Executive Vice President and Chief Medical Officer, Blue Cross Blue Shield Rhode IslandThe key informants identified the following statewide health priorities, with the first three named by multiple leaders: Apply hospital resources to address the social determinants of health, including housing, food, transportation, and employment, among other barriers to care. Improve access to behavioral health care for children and adults, especially noting access challenges for children and the burden of substance misuse among adults. Ensure the provision of equitable care with particular attention to ensuring equal access to high quality care for persons regardless of their race, ethnicity, language spoken or disability status. They noted that equitable care also required a workforce representative of the patients and implementation of the principles of anti-racism. Improve access to primary and specialty care locally. Grow the healthcare and behavioral health workforces through career pathways, higher reimbursement rates, and increased compensation. Improve access to community-based services including home-based therapeutic services for children with special needs. Reduce racial and ethnic disparities in maternal and child health.The interviewed leaders noted several opportunities for hospitals to contribute to efforts to address these goals including: innovate around care delivery models for behavioral health services for adults; invest in systems and technology to facilitate improved care coordination between primary and specialty care, as well as hospital and community-based providers; partner with state and community-based agencies on workforce development pathways for high-demand roles- notably behavioral health providers and community health workers; provide assistance to patients to help them navigate the healthcare system; and sustain access to telemedicine that was made available during the peak of the COVID-19 pandemic.EPBH Patient Data, Calendar Year 2021Brown Healths Planning Department analyzed EPBH patient data on patients, admissions, and encounters was disaggregated by town of residence, age, race, ethnicity, language spoken, gender, and payor mix for calendar year 2021. This inpatient and outpatient data is important for understanding trends in utilization of hospital services. Facility: Emma Pendleton BradleyHospital - Part V, Section B, Line 6a Newport HospitalRhode Island HospitalThe Miriam Hospital Facility: Emma Pendleton BradleyHospital - Part V, Section B, Line 11 EPBH's Community Health Needs Assessment issued for the fiscal year ended September 30, 2022 identified four significant health issue areas requiring a further implementation strategy. Those significant health issue areas include: (1) community education and prevention; (2) access to treatment services; (3) navigation assistance and referrals to community services; and (4) parent training on mental health topics. The implementation strategy to address those significant health needs outlined between October 1, 2022 - September 30, 2025 is available at: https://www.lifespan.org/sites/default/files/2023-04/2022-EPBH-CHNA-Implementation-Plan.pdfDuring the fiscal year ended September 30, 2024, EPBH implemented specific actions listed below in order to address the significant community health needs outlined in its CHNA dated September 30, 2022.COMMUNITY EDUCATION AND PREVENTIONOffer Mental Health First Aid in English and Spanish to the general population and school staff: A total of 32 classes (18 adult; 11 youth; 3 teen) were offered in the community, resulting in 421 people certified in Mental Health First Aid. Continue to offer annual Parenting Matters Conference and Workshops: A Parenting Matters Workshop was held on 1/16/24 with 41 participants; another Parenting Matters Workshop was held on 4/6/24 with 50 participants. In June of 2024 a planning committee for Spring 2025 workshop was initiated. Bradley offers monthly Hospital Parent Support Group Meetings and the Bradley Hospital Family Liaison Program Referral and Resource Information. All workshops are free and open to the public.Offer educational programs on behavioral health topics identified in EPBHs CHNA for professionals who work with school age children: Between 10/1/23 and 9/30/24 the BLE presented 141 professional development trainings, not including suicide prevention or Mental Health First Aid (MHFA) for over 45 different school districts, community health centers, colleges and organizations throughout Rhode Island, Connecticut and Massachusetts. The BLE trained approximately 3,150 individuals. This data does not include Brown Health employees. The Bradley Learning Exchange held the 2nd Annual Behavioral Health Summer Summit. This 3-day conference supported through a SAMHSA grant entitled Project AWARE Bradley, was offered free of charge to participants. It focused on providing school administrators and support teams with behavioral health focused trainings to support their districts. The conference took an in depth look at the following topics: Building a positive school culture, De-escalation in a school setting, Underlying causes of challenging behavior, Building resilience in school personnel as well as students, Creating a school behavioral response team and a tiered response system, Suspension prevention and alternatives. The summit attracted 123 school administrators and educators from throughout Rhode Island and Connecticut.Increase access to suicide prevention programming through schools: Between 10/1/23 and 9/30/24 the BLE presented 22 Suicide Prevention trainings in a variety of settings including school districts, colleges, community organizations and communities at large throughout Rhode Island and Massachusetts. The BLE trained approximately 1,254 individuals in Suicide Prevention.Offer educational programs for youth focused on increasing protective factors and reducing risk factors for substance abuse: Between 10/1/23 and 9/30/24 the BLE presented Teen Mental Health First Aid to students in three separate public schools in Rhode Island. A total of 44 students attended the course.Collaborate with Newport Hospital (NH) to increase supports for adolescents on Aquidneck Island: Bradley Access continues to coordinate with the NH Emergency Department when they have patients in need of inpatient admission. We monitor availability of inpatient beds and facilitate transfers from NH to Bradley as quickly as possible. KidsLink received 137 calls from Aquidneck Island during fiscal year 2024 (based on callers who gave location information). We maintain a statewide Community Resource list that staff use for referrals. We update the list at least monthly and currently have 10 providers from Aquidneck Island on the list. In FY24, 7 Safe Sitter classes were offered in Newport service area, for a total of 50 students.Promote the Pediatric Psychiatry Resource Network (PediPRN) to family physicians and KIDS Link (a hotline for children in emotional crisis) to parents: 42% of PediPRN consultations included assisting PCPs with assessing Level Of Care (LOC) and referral resources for appropriate LOC for their patients with BH concerns. PediPRN fielded 289 consultations and 32 practice based office hours. PediPRN participated in training approximately 22 pediatric primary care providers on BH related topics to facilitate their confidence and competence in addressing the BH needs of their patients over the course of 12 trainings. PediPRN consultations addressed BH service needs of over 165 children via their primary care provider. PediPRN has a video library on child BH topics on its website. We also have additional valuable resource information for PCPs on childrens behavioral health. PediPRN distributed 12 educational eblasts covering topics such as PTSD, substance use disorders, bipolar disorder and suicide disorders, and Bradley BH services (including KidsLink communications re: current openings for Bradley services). Included resource fliers about the Bradley REACH Program as part of the resource fairs at Parenting Matters Workshop on 1/16/2024 and Parenting Matters Conference on 4/6/2024.Increase utilization of Bradley REACH (Remote E-therapy for Adolescents and Children) Program), a groundbreaking program to expand virtual access to psychiatric programs for children & adolescents: In FY24 attendance in the program remained high at 91.4 % which testifies to the fact that the accessibility of Bradley REACH means that patients are getting a higher dose of treatment because the program makes care accessible in their own homes and communities. In FY24 the Bradley REACH virtual PHP program treated 165 patients in five states: Rhode Island, Massachusetts, Connecticut, Florida and Alabama. This is a 15.3% increase on the 134 patients we treated in FY23. Youth Outcomes Questionnaire (YOQ) data shows that the REACH program is taking children from a level of acuity where they might need inpatient care, to close to the average level of acuity for outpatient care. This is supported by the fact that 91% of patients discharged to outpatient or home-based services in this period. Only 4% of patients discharged to the ED or inpatient care, demonstrating that Bradley REACH is keeping acute adolescents out of higher levels of care. In FY23 Bradley REACH grew its profile by launching a website which had over 10,000 page views since January 2023. In April 2023 we launched a blog with information on mental health aimed at families. The blog now hosts 62 blogs with information on a wide range of topics aimed at parents and families. Improve access to language interpretation to facilitate access for patients who speak a language other than English: In FY24, hired one additional psychologist who can provide clinical care in Spanish and hired a research assistant and an exposure coach in our Pediatric Anxiety Research Center who are both able to provide care in Spanish as well as a Behavioral Health Specialist (BHS) in our Childrens Partial Program. Still working on a proposal to have offer bilingual BHS staff the opportunity to train as interpreters in order to provide bilingual care on the milieu. Purchased five additional interpreters on wheels to have greater access to 24 hour interpreting services.Leverage the UniteUs platform to offer patients referrals to community-based services and supports: Bradley collaborates with the Rhode Island Department of Education to support the implementation of the School Health Advisory Council (SHAC). This multidisciplinary group convenes monthly, bringing together stakeholders from various sectors, including state agencies, education, mental health providers, and others. Through these collaborative meetings, vital information is shared to enhance access to services and address gaps between referrals and service delivery. A recent evaluation of SHAC's efforts revealed that out of the 268 reported connections in 2024, 11% resulted in improved mental health screening, referrals, or follow-up processes, while 19% led to enhanced behavioral health services for youth and families. Furthermore, 79% of SHAC survey respondents expressed a desire to prioritize the development of screening and referral strategies to further increase access to behavioral health services for youth and families throughout the year.Provide transition supports to adult care/services: A Verrecchia clinic (for those with autism and/or developmental disabilities) social worker lead the tra Facility: Emma Pendleton BradleyHospital - Part V, Section B, Line 16j An abbreviated version of EPBH's Financial Assistance Policy is posted in various admitting and outpatient areas of EPBH. Additionally, registration personnel refer uninsured and/or low-income patients to Patient Financial Counselors to discuss the policy and/or answer any questions they might have. Bradley Research Center 1 Hoppin Street Providence RI 02903 Research Facility The Bradley Center Proprietary Cranston RI 02920 Residential Program Rumford House Proprietary East Providence RI 02916 Residential Program Heritage House Proprietary Warwick RI 02888 Residential Program Exeter House Proprietary North Providence RI 02911 Residential Program Hill House Proprietary Exeter RI 02911 Residential Program Compass Lincoln House Proprietary Lincoln RI 02865 Residential Program Part I, Line 3c - Charity Care Eligibility Criteria (FPG Is Not Used) EPBH uses a dual system for determining financial aid eligibility: federal poverty guidelines and an asset test.The financial screening process at EPBH is intended to define probable eligibility for public assistance (Medicaid or Community Free Care ("CFS")) for those patients who do not have the means to pay for hospital services rendered, as follows:1. Upon patient indication of an inability to pay required monies, the patient is offered the financial screening option to determine eligibility for public assistance (Medicaid, CFS).2. The application for CFS is completed and includes information relative to income, expense, and other available resources, and requires proof of such information which may include:- most recently filed Federal income tax return and any supporting W-2 form(s)- copies of most recent savings and/or checking account statements- two most recently received payroll check stubs3. If the patient's financial situation falls within the guidelines for eligibility for Medicaid or CFS, the appropriate application process is completed. (Assistance to complete such applications is available from the Patient Financial Advocates (PFA) Office at EPBH.)4. Uninsured patients receive an automatic deduction at EPBH equal to the amount calculated using the prospective method, referred to as amounts generally billed by Medicaid.5. Eligibility for CFS above amounts generally billed is provided for those applicants whose family gross income is at or below twice the Federal Poverty Guidelines, with a sliding scale for individuals up to three times the poverty level in effect at the time of application. Full charity care applicants with assets worth more than $9,400 for an individual (or $14,100 for a family) may not qualify for care without charge, but may qualify for discounted care. While the maximum 100% discount may not be available to all charity care applicants based on the results of their asset test, all uninsured patients who receive care are eligible for, at a minimum, a charity care discount equal to or more favorable than Amounts Generally Billed (AGB), which is the maximum amount EPBH would bill a patient qualifying for assistance under EPBH's Financial Assistance Policy (FAP). 6. For patients who qualify for less than 100% of the financial assistance program, a payment schedule is determined and agreed upon (discussed further below). Payment arrangements are established prior to service for non-urgent care. 7. In either case, the final results of the financial screening are recorded in the comments section of EPBH's billing system.Requests for Payment Arrangements:Patient Financial Advocates (PFA) will qualify patients that are receiving non-urgent, medically indicated procedures prior to services. The PFA will request 75% to 100% of estimated charges (net of the AGB discount) if the balance is under $5,000 and 50% to 100% of estimated charges (net of the AGB discount) if the estimated bill equals or exceeds $5,000.Patients who do not qualify for total or partial CFS, but who have difficulty in paying their bills after services are rendered, may request to enroll in a payment plan. Eligibility for the payment plan includes the following guidelines:1. Immediate payment in full will result in financial hardship to the patient or the patient's family.2. Deposit of one-half of the estimated total bill is requested prior to admission.3. The minimum monthly payment of $50.00.4. The maximum length of the payment plan is twenty-four months.The Customer Service staff will set up the payment plan using the above guidelines as well as complete the necessary information on the "Payment Agreement" form and mail to the patient for signature. Account documentation will be done online. The pre-collect agency will be sent a copy of the payment agreement and all forms will be scanned into the PFS Optical Imaging System. Part I, Line 6a - Related Organization Community Benefit Report The community benefit report for all Brown Health affiliated hospitals (EPBH, The Miriam Hospital, Rhode Island Hospital, and Newport Hospital) is maintained by Brown Health and included in Brown Health's annual report. The annual report for the year ended September 30, 2024 is available at the following link. https://www.brownhealth.org/sites/default/files/2025-07/Annual-Report-2024_250709.pdf Part I, Line 7 - Explanation of Costing Methodology EPBH's costing methodology used to calculate the amounts reported in Part I, Line 7 is as follows:a) Financial assistance at cost- involves utilization of a ratio derived from dividing patient costs, as defined, by patient charges, as defined, and applying that percentage to total charity care charges.Patient costs reported in the cost accounting system are calculated based on Medicare principles of reimbursement by reducing total operating expenses (as calculated per Form 990 requirements) by items such as bad debt expense, the cost of medical education, internally funded research, subsidized health services, community services, charitable contributions, and other operating revenue. Patient costs are then divided by patient charges to determine a ratio of cost to charges (RCC). This RCC is applied as the costing methodology for determining charity care expense.e) Community health improvement services and community benefit operations- Community benefit operations expense is recorded as direct expenses incurred as reported by EPBH's Community Health Services Department. Revenue received for these services is reported as direct offsetting revenue. f) Health professions education- Health professions education expenses represent direct costs related to amounts associated with resident and intern programs utilized at EPBH. g) Subsidized health services- Subsidized health services' community benefit expense is determined by EPBH's internally developed allocation model based on the general ledger whereby overhead costs are applied to all direct care departments using a historically determined basis. This expense is adjusted to remove all related bad debt, Medicaid, and charity costs already reported in the applicable sections of Line 7. Net patient service revenue is recorded as amounts received from various payer types related to these services.h) Research- EPBH conducts extensive medical research focused on child and adolescent mental health concerns and brain science. For all internal and external research conducted, the costs associated with these activities are calculated by combining the direct and indirect costs as calculated by EPBH's internally derived methodology. Revenue received for these services is reported as direct offsetting revenue. i) Cash and in-kind contributions for community benefit- Expenses for cash and in-kind community benefit contributions are incurred by EPBH, including an allocation of contributions made by Brown Health on EPBH's behalf. Part I, Line 7, Column F - Explanation of Bad Debt Expense The calculation of percentages disclosed for Schedule H, Part I, Line 7, column (f) "percent of total expense", does not include bad debt expense. Form 990, Part IX, Line 25 includes bad debt recovery of $378,034. Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense The amount reported as bad debt expense is determined by applying the ratio of cost to charges (RCC) to the total charges written off to bad debt. The RCC rate is determined using data from EPBH's cost accounting system and is adjusted for medical education, internally funded research, subsidized health services, community services, and charitable contributions. Discounts and payments are applied to patient accounts before such account balances are transferred to bad debt. There was $378,034 of bad debt recovery recorded by EPBH during the fiscal year ending September 30, 2024. Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit Accounts pending transfer to bad debt are reviewed by EPBH's Patient Financial Advocate staff to determine qualification for financial assistance under EPBH's policy. Accounts with insufficient information to determine eligibility are assigned a separate identifying code. These accounts are ultimately transferred to bad debt if the appropriate qualifying documentation is not received. During the year ended September 30, 2024, there was no bad debt attributable to patients whose eligibility for financial assistance could not be determined. Part III, Line 4 - Bad Debt Expense Due to the adoption of ASU No. 2014-09 in 2019 - Revenue From Contracts With Customers (Topic 606), bad debt expense is no longer reported in the audited financial statements as a separate line item, but rather is treated as a price concession. EPBHs adoption of the ASU did not materially change the timing or amount of revenue recognized. However, the ASU requires that patient service revenue be presented in the statement of operations and changes in net assets at the transaction price, i.e., net of any provision for bad debts. Part III, Line 9b - Provisions On Collection Practices For Qualified Patients EPBH does not bill for the excess of charges over agreed upon reimbursement amounts from third-party payors. Rather, such differences are recorded as a reduction of revenue through contractual adjustments. Collection efforts are focused on copayments, deductibles, and amounts denied by insurers. After all collection attempts are exhausted, any remaining balances, including any copayments and deductibles, are written off as bad debts. EPBH classifies its bad debts as uncompensated care. This does not apply to Medicaid, however, as there are no associated copayments or deductibles for this payor.EPBH generally does not require collateral or other security in extending credit to patients; however, it routinely obtains assignment of patients' benefits payable under their health insurance programs, plans, or policies, primarily Medicaid. Uninsured patients are offered Community Free Service and/or payment plan options.Brown Health's Patient Financial Services Department (PFS) has the responsibility for communicating and administering collection policies and procedures to all patient accounts. PFS engages the services of various pre-collect agencies as necessary. The following are highlights of the overall collection effort:* If a patient presents for admission who is not insured, staff assists the family with a Medicaid application.* If the patient is ineligible for Medicaid, a financial screening is performed to determine status of qualification for charity care.* If the patient does not qualify for charity care, PFS or the pre-collect agency attempts at least four contacts with the responsible party within the first 120 days.* If the third-party carrier denies in writing any responsibility for payment, arrangements regarding an extended payment plan are discussed with the patient's guardian. Part VI, Line 2 - Needs Assessment EPBH is the nation's first children's psychiatric hospital, providing services for children and adolescents not only from Rhode Island, but also from all over the country. EPBH is designated as a major teaching affiliate for The Warren Alpert Medical School of Brown University, with a focus in areas of child and adolescent psychiatric treatment.In recent years, EPBH has increased the number of physicians on staff in response to a heightened demand for outpatient services.As a psychiatric and behavioral health center, EPBH offers specialized services for children and adolescents. Such care begins with an evaluation designed to meet the unique needs of each child and family. This initial assessment provides an understanding of the problem, identifies the child's needs, and determines the best and least restrictive treatment approach. Once a child is admitted, a treatment plan is tailored to the child's needs.EPBH actively participates with community mental health centers and the Rhode Island Department of Health to understand the mental health needs of children and families in Rhode Island and its surrounding communities. EPBH is also a participant in Kids Count", which is a publicly funded agency that uses questionnaires with pediatricians, schools, and other providers to identify the mental health needs of the population that it serves. In addition, EPBH staff work collaboratively with administration and staff at various schools throughout the State of Rhode Island. There is a multidisciplinary team at each school site, led by a clinical psychologist. This team guides the treatment and education plan for each student. Each classroom is staffed by a teacher certified in special education and a classroom behavior specialist, both professionals with degrees in their fields.EPBH respects the roles of parents/guardians as partners in their child's care. EPBH's Family Liaison Program helps parents with questions, problems, or special concerns regarding their child's treatment by appointment or via telephone. The Family Liaison Program sponsors support groups and educational meetings on a regular schedule. Notices are posted in EPBH's main lobby, outpatient waiting room, and at the various unit entrances.The Rhode Island State Certificate of Need program requires a focused study of need for all projects over $5.25 million, which is an important part of the program development process across Brown Health. Part VI, Line 3 - Patient Education of Eligibility for Assistance EPBH provides each patient with a "Patient and Family Information" booklet which includes information on patient rights and responsibilities. There is also multilingual signage in EPBH's main lobby and waiting area which provides information on financial aid contacts. The Registration Department meets with the patient's family at the outset of care to discuss eligibility for assistance, which is also summarized on EPBH's website. Part VI, Line 4 - Community Information EPBH, whose primary location is in East Providence, Rhode Island, is a 70-bed, nonprofit teaching hospital with university affiliation providing for the psychiatric treatment of adolescents and children, including some with severe developmental disabilities. EPBH operates several major programs including acute, partial hospitalization, residential, and outpatient. EPBH also operates five other secondary sites which furnish residential and research services. EPBH is accredited by the Joint Commission on Accreditation of Healthcare Organizations (JCAHO). EPBH currently participates as a provider in Rhode Island Medicaid, various out-of-state Medicaid programs, and the State of Rhode Island's Department of Children, Youth and Families programs, as well as providing care for patients covered by private health insurers. EPBH is also a member of the formerly-named Voluntary Hospitals of America, Inc., which has partnered with UHC Alliance NewCo, Inc. to become Vizient, Inc., the largest member-owned health care company in the United States.In 1969, EPBH and certain other Rhode Island hospitals entered into an affiliation agreement to participate jointly in various clinical training programs and research activities with The Warren Alpert Medical School of Brown University (Brown). In 2010, Brown named Rhode Island Hospital its Principal Teaching Hospital. EPBH and The Miriam Hospital continue to be designated as major teaching affiliates. The goals of the partnership are to facilitate the expansion of joint educational and research programs in order to compete both clinically and academically. EPBH participates in the Child and Adolescent Psychiatry Fellowship as well as the Triple Board Residency Program (Pediatrics/Psychiatry/Child and Adolescent Psychiatry).EPBH has a diverse service area which is not defined solely by a contiguous geographic grouping of municipalities. The combined service area of EPBH includes all of the cities and towns in Rhode Island and the neighboring states of New England. EPBH, which receives referrals from all regions of the United States, has established itself as the national center for training and research in child and adolescent psychiatry. Part VI, Line 5 - Promotion of Community Health EPBH is governed by a Board of Trustees, which is composed of leaders of the local community elected by Brown University Health. EPBH's purpose is to be staffed, equipped, and ready to serve the pediatric health needs of the community and its people from all walks of life. EPBH works collaboratively with physicians, its employees, other health care organizations, and the community to create a measurably healthier community through the provision of high quality, cost-effective, customer-focused health care services in an environment that promotes patient safety. EPBH monitors the healthcare needs of its service area to ensure alignment of its resources with its mission. EPBH measures the results of the programs and services it provides based on the value added to the community as well as the financial health of each program and its impact on EPBH. EPBH is organized and operated for the benefit of the community it serves. Part VI, Line 6 - Affilated Health Care System Brown Health's mission is delivering health with care. Brown Health is an academically based healthcare system at the forefront of medical care, continually engaging in research that will lead to medical breakthroughs. Brown Health affiliates provide comprehensive inpatient and outpatient medical, surgical, and psychiatric services for adults and children. Brown Health and its affiliates employ approximately 18,000 people. The Brown Health system has approximately 4,100 physicians on the medical staffs of its affiliated hospitals, operates 1,165 licensed beds in four hospital complexes, and in 2024 generated approximately $3.5 billion in total operating revenue. By each of these measures, Brown Health is Rhode Island's largest health system, serving a population of about 1.1 million. Three of its hospital members, Rhode Island Hospital (RIH), The Miriam Hospital (TMH), and Emma Pendleton Bradley Hospital (EPBH), are teaching affiliates of The Warren Alpert Medical School of Brown University.Brown Health is a Rhode Island nonprofit corporation that is community-based and community-governed. As a nonprofit organization, Brown Health is run by a voluntary Board of Directors who are community representatives. Brown Health and all of its nonprofit hospital affiliates have received written notification from the Internal Revenue Service that they have been recognized as being organized and operated as entities described in Internal Revenue Code (IRC) Section 501(c)(3) and are generally exempt from income taxes under IRC Section 501(a).As of September 30, 2024, Brown Health employed approximately 1,200 full-time and part-time personnel, most of whom are located in Providence, Rhode Island. Brown Health provides support services to its affiliates, such as information services, risk management, legal, communications and public affairs, fundraising, facility development, strategic planning, internal audit/compliance, human resources, finance, payor contracting, and investment management, for which each affiliate is charged a fee equivalent to the estimated costs incurred by Brown Health in providing these services.CORPORATE AUTHORITY AND ROLEBrown Health has no members and is governed by its Board of Directors. The Board has responsibility for planning, directing, and establishing policies intended to assure the development and delivery of quality health services, professional education, and biomedical research on an integrated, cost-effective basis. The Board's powers include the power to set accounting policies for its affiliates, approve all managed care agreements, negotiate, develop, and approve affiliations with other institutions for educational and research purposes, and approve human resource plans, executive compensation, and benefits for system affiliates. The bylaws of EPBH confer certain reserved powers on Brown Health to provide it with the means of effective oversight, coordination, and support of the system. Powers specifically reserved to Brown Health as sole member of EPBH include: to approve the amendment of the Articles of Incorporation and Bylaws and other Charter documents; to develop and approve strategic plans; to approve capital or operating budgets or material non-budgeted expenditures; and to authorize incurrence or guaranty of material indebtedness.For a complete listing of affiliated members of Brown Health's integrated healthcare delivery system, please refer to Schedule R. Part VI, Line 7 - States Filing of Community Benefit Report RI Part VI - Additional Information Form 990, Schedule H, Part V, Line 7a: The website which makes EPBH's CHNA report widely available is located at the following URL:https://www.brownhealth.org/sites/default/files/2022-09/EPBHCommunityHealthNeedsAssessment2022.pdfForm 990, Schedule H, Part V, Line 10a: The URL to view EPBH's most recently adopted implementation strategy is below:https://www.brownhealth.org/sites/default/files/2023-04/2022-EPBH-CHNA-Implementation-Plan.pdfForm 990, Schedule H, Part V, Line 16a: The URL to view and download EPBH's Financial Assistance Policy form is below:https://www.brownhealth.org/sites/default/files/2023-04/2023_04_23_Lifespan-Financial-Assistance-Policy.pdfForm 990, Schedule H, Part V, Line 16b: The URL to view and download EPBH's Financial Assistance Policy application form is below:https://www.brownhealth.org/sites/default/files/lifespan-files/documents/lifespan-main/pfs/cfs-english_051920.pdfForm 990, Schedule H, Part V, Line 16c: The URL to view EPBH's plain language summary of the Financial Assistance Policy is below:https://www.brownhealth.org/sites/default/files/lifespan-files/documents/lifespan-main/pfs/Lifespan-Financial-Assistance-Summary_052020.pdfCompliance with requirements of IRC Section 501(r):During a review of the hospitals section 501(r) compliance in FY24, it was discovered that the hospitals Financial Assistance Policy (FAP) and Billing and Collection Policy (collectively the Policies) required clarification or correction. Although the FAP included a list of providers of emergency and medically necessary care in the hospital, listing which providers were and which providers were not covered by the FAP, the list had not been timely updated. The provider list has since been updated on a quarterly basis. Additionally, neither the FAP, nor a separate policy, specifically required the hospital to provide care for emergency medical conditions to individuals regardless of their eligibility under the FAP and prohibited the hospital from engaging in actions that discourage individuals from seeking emergency medical care. The FAP has been updated to include this language. Finally, although the Policies had been approved and adopted by the CFO, the CFO had not yet been delegated such authority from the Board. On August 5, 2025, the Board approved and adopted the Policies and delegated authority to the CFO to revise and amend the Policies from time to time as deemed appropriate or prudent. The hospital also determined that it had not been taking adequate steps to widely publicize its FAP in a manner reasonably calculated to reach those members of the community served by the hospital who are most likely to require financial assistance. The hospital has taken the following steps to more clearly align its efforts to publicize its FAP with the examples in the 501(r) regulations: (i) distributing copies of the plain language summary of its FAP and its FAP application form to referring staff physicians and to the community health centers serving its community, (ii) distributing copies of these documents to the local health department and to public agencies, including the Rhode Island Executive Office of Health and Human Services and the Rhode Island Department of Health, and nonprofit organizations in its community that address the health issues and other needs of low-income populations, including Blackstone Valley, Esperanza/Hope Clinic, and (iii) including verbiage in patient statements that inform readers that the hospital offers financial assistance and that people having trouble paying their hospital bills may be eligible for financial assistance.It was further discovered that the hospitals 2022 Community Health Needs Assessment (CHNA) did not identify and describe resources potentially available to address the communitys significant health needs and did not report either a description of how the hospital solicited and took into account written comments on its prior CHNA report and implementation strategy, or if the hospital solicited but did not receive written comments, the efforts the hospital undertook to solicit input. At the time that these deficiencies were discovered, the 2025 CHNA was in progress. Accordingly, the hospital determined it was most reasonable and appropriate to address these deficiencies by including such information in the 2025 CHNA.On May 13, 2025, the Board adopted a 501(r) Compliance Policy setting forth the hospitals commitment to ensuring ongoing overall compliance with the requirements of section 501(r). This policy requires that the hospital regularly review its policies and procedures to (1) ensure that the Hospitals community health needs assessments and implementation strategies satisfy the requirements of section 501(r)(3) of the Internal Revenue Code and section 1.501(r)-3 of the regulations and (2) that the Hospitals financial assistance policies, financial assistance applications, plain language summaries, and billing and collection policies, as well as the Hospitals practices and procedures in connection with promoting its financial assistance policy, billing patients and engaging in collections activities, satisfy the requirements of sections 501(r)(4)-(6) of the Internal Revenue Code and sections 1.501(r)-4, -5 and -6 of the regulations. X true true X X X X X true true false false false false false true false Arthur J Sampson Fmr Trustee 86539 1423 87962 Ellen M Hallsworth Dir. REACH 173697 10659 154 7792 5508 197810 Eva Greenwood Treasurer 450817 165150 33218 66165 21726 737076 G Alan Kurose Fmr Trustee 426299 167048 1065 10351 604763 Henry T Sachs III MD Pres. & CMO 395625 92252 279866 29458 797201 John Fernandez Trustee 1208249 858333 82164 280199 27177 2456122 Karyn J Horowitz MD Chief Medical Officer 322889 63165 14519 52106 32725 485404 Kristen Kichefski CNO 210923 20393 8481 23622 2504 265923 Margaret Paccione-Dyszlewski PHD Dir. Behav. Ed 169766 10486 4693 8026 22634 215605 Mary A Carskadon PhD Physician 199319 12129 1553 9330 10903 233234 Michelle Gessman Clinical Director 192386 8199 735 9348 33275 243943 Paul J Adler Secretary 641242 158116 127498 121810 29275 1077941 86031 Peter K Markell EVP & CFO 883350 186333 123959 18928 1212570 Shelley Grant Dir. Nursing 159606 9535 1064 7334 491 178030 Timothy J Babineau Fmr Trustee 2343283 1336393 3679676 2343283 Ziya L Gokaslan MD Trustee 1511075 138000 7524 19800 32886 1709285 Part I, Line 1a: Relevant information in regards to selections on 1a. Tax Indemnification and Grossed Up Payments:The Brown Health Executive Long Term Disability program provides financial protection to designated Brown Health physicians and executives in the event that they become disabled. Premiums are paid to the insurance carrier by the insureds on an after-tax basis to allow for income replacement at a reasonable cost. The income associated with the premiums is grossed up to cover the total cost of the benefit as provided in the Brown Health Executive Benefit Plan and is included in Medicare wages, more specifically on Schedule J, Part II, Column B (iii). Part I, Line 7: Non-Fixed payments not listed above Certain physicians and executives participate in incentive compensation plans arranged through individual contractual agreements which stipulate non-fixed payments based on meeting criteria comprised of various quality and productivity markers. A RIHEBC Series 2016 521300173 762244FP1 2016-08-11 24032741 Refund 2009 Bond false false true B RIHEBC Series 2024 521300173 762244LW9 2024-02-14 2662520 Capital Improvements false false false A 1221090 24032741 176876 23855865 true true true true B 2687528 21362 1102451 1563715 false false false true A false false false true true false false true B false false false true true false false true A false true false false false false true true B false true false false false false true true A false B true Part VI Schedule K, Part I, Line A(f):The bond proceeds listed in line 3a & 3b differ from the bond issue disclosed per IRS Form 8038 due to the fact that EPBH is part of the BHOG previously mentioned in Part I, Line A(f). Of the $308,112,067 disclosed in Form 8038 for the RIHEBC Series 2016 Bonds, EPBH was allocated $24,032,741 of the total issuance proceeds disclosed in line 3a.Of the $332,814,949 disclosed in Form 8038 for the RIHEBC Series 2024 Bonds, EPBH was allocated $2,662,520 of the total issuance proceeds disclosed in line 3b.Schedule K, Part I, Line 3 (Column B):The total proceeds shown in Part II, Line 3 differs from the issue price shown in Part I(e) due to interest earnings on invested proceeds. Form 990, Part VI, Section A, Line 2 Lawrence A. Aubin, Sr., Chairman, and Michael L. Hanna, Trustee, are partners in the same for-profit organization. Form 990, Part VI, Section A, Line 6 Brown University Health is the sole member of EPBH. Form 990, Part VI, Section A, Line 7a The sole member of EPBH is Brown University Health, a non-profit corporation organized and existing under the Rhode Island Nonprofit Corporation Act.Additionally, the bylaws of EPBH confer certain reserved powers upon Brown Health to provide it with the means of effective oversight, coordination, and support of the system. Powers reserved to Brown Health include: to elect and remove EPBH trustees and to approve the election or removal of certain officers. Form 990, Part VI, Section A, Line 7b The EPBH Board is comprised of the same individuals who serve on the Brown Health Board. Brown Health has the responsibility for planning, directing, and establishing policies intended to assure the development and delivery of quality health services on an integrated, cost-effective basis. Powers reserved to Brown Health, in addition to those noted above, include: to approve amendment of the Articles of Incorporation and Bylaws and other charter documents; to approve strategic plans; to approve investment policies and any capital or operating budgets or material non-budgeted expenditures; and to authorize incurrence or guaranty of material indebtedness. Form 990, Part VI, Section B, Line 11b The preparation and filing of the Form 990 and supporting schedules is the responsibility of the Executive Vice President & Chief Financial Officer (EVP/CFO) and Brown Health's Finance Department. The Form 990 is prepared by the accounting staff upon completion of Brown Health's annual independent audit and is reviewed by the Corporate Services Tax Compliance Manager and the Director of Finance. The draft Form 990 is then provided to the EVP/CFO for final management review. Prior to filing the return with the Internal Revenue Service, a copy of the entire form is posted to EPBH's Board of Trustees website portal in advance of its next Board meeting. At the time of the Board Meeting the 990 is presented by the Brown Health Director of Finance and EVP/CFO, at which time all questions and concerns of the members of the Board are addressed by the EVP/CFO and incorporated into the Form 990 when appropriate. Once the Form 990 is complete and ready to be filed, the members of the Board are notified via email that a copy of the final version of the Form 990 is accessible through the same password-protected website portal. The EVP/CFO is authorized to file the Form 990 Form 990, Part VI, Section C, Line 19 Brown Health and the Brown Health Obligated Group, which consists of EPBH, Rhode Island Hospital, The Miriam Hospital, Rhode Island Hospital Foundation, and The Miriam Hospital Foundation, currently make their annual and quarterly consolidated financial statements available to the public via DAC (Digital Assurance Certification, LLC), a disclosure dissemination agent for issuers of tax-exempt bonds which electronically posts and transmits Brown Health's financial information to repositories and investors alike. In addition, copies of EPBH's Articles of Incorporation, Bylaws, and Conflict of Interest Policy are available upon request from the office of the Brown Health EVP/CFO, either in person or by mail. Form 990, Part XI, Line 9 Change in Funded Status of Pension Plan = $752500 Form 990, Part XI, Line 9 Joint venture transfer = $0 Form 990, Part XI, Line 9 Joint Ventures = -$3667109 Form 990, Part XI, Line 9 Net Change in Foundation Assets = -$0 Form 990, Part XI, Line 9 Net Change in Foundation Assets = $842725 Form 990, Part III, Line 4a: EPBH provides inpatient treatment for children ages 2 to 18 years suffering from serious behavioral disorders and/or developmental delays or autism, who are in need of stabilization, assessment, and treatment for suicidal, destructive, self-injurious, or other dangerous or aggressive behaviors.Residential treatment provides intensive, family-centered services to children with emotional and behavioral problems which prevent them from living safely at home.EPBH's partial programs furnish treatment alternatives to inpatient hospitalization or traditional outpatient services for children from infancy to adolescence with serious emotional, behavioral, eating, sleeping, anxiety, or obsessive-compulsive disorders, as well as relationship problems or a wide variety of other mental health issues co-occuring with substance use issues.The Center for Autism and Developmental Disabilities (CADD) has a highly specialized day program for children and adolescents who have autism or developmental disabilities with coexisting emotional and/or behavioral disorders. Form 990, Part VI, Section A, Line 1b: *Lawrence A. Aubin, Sr., Chair, and Michael Hanna, Trustee, are owners of New England Real Estate Holding Group, LLC (NEREHG), with which Brown Health has entered into an operating lease of a health care facility. During fiscal year 2024, Brown Health paid rent to NEREHG under the terms of its lease. Terms of the rent expense related to the lease have been established at fair market value. Form 990, Part VI, Section B, Line 12c: Brown Health has a Conflict of Interest Policy that is applicable to all affiliates, including EPBH, and administered by Brown Health's Corporate Compliance Department as follows: Each designated person subject to Brown Health's conflict of interest policy is required to provide Brown Health with an initial disclosure statement and thereafter an annual statement attesting that: (i) the designated person has read and is familiar with this policy, and (ii) the designated person and, to the best of his/her knowledge, family members, have not in the past engaged in, are not presently engaging in, or plan to engage in, any activity which contravenes this policy.If, at any time during the course of employment or association, a designated person has reason to believe that an existing or contemplated activity may contravene this policy, the person shall submit a full written description of the activity to the Brown Health Compliance Officer or the Office of the General Counsel to seek a determination as to whether the contemplated activity does or does not contravene this policy. If the activity in question involves either the Chief Executive Officer, the Senior Vice President and General Counsel, or a Trustee, a full written disclosure must be made to, and a determination sought from, the Chairman of the Board of Directors of Brown Health.Annually, the Brown Health Compliance Officer shall review and report to the Brown Health Executive Corporate Compliance Committee and to the Brown Health Audit and Compliance Committee on the administration of this policy.Failure on the part of any designated person to comply with this policy, including failure to submit in a timely fashion the conflict of interest disclosure statement, will be grounds for removal from his/her position and/or termination of his/her employment with Brown Health. Form 990, Part VI, Section B, Lines 15 a&b: The following applies to Brown Health and all of its affiliates, including EPBH:EXECUTIVE COMPENSATIONBrown Health's executive compensation philosophy balances appropriate stewardship of resources and the need to be competitive in recruiting and retaining talented individuals. It incorporates market-competitive and performance-related principles, and covers the President and CEO of Brown Health as well as other officers, senior management, and key employees. Brown Health's executive compensation program complies both with law and with contemporary ethical norms, and is administered consistent with the organization's tax-exempt status under Section 501(c)(3) of the Internal Revenue Code (IRC) and the avoidance of transactions subject to intermediate sanctions under Section 4958 of the IRC. Executive compensation is also administered consistent with Brown Health's Corporate Compliance Policy on Excess Benefit Transactions.The Compensation Committee of the Brown Health Board of Directors (the Committee), comprised of disinterested Brown Health Board members, is responsible for diligent oversight of executive compensation to ensure compliance with IRC requirements. Its duties include:* Approving eligibility for participation in the executive compensation program * Approving changes in compensation for existing executive participants * Approving guidelines, such as salary ranges and contract terms, on appropriate levels of compensation for other key employees* Approving new, and modifying or terminating existing, executive compensation plans including, but not limited to, annual incentive and executive benefit plans* Approving performance objectives associated with Brown Health's annual incentive plan, including measuring points, and using verified actual performance relative to these objectives as a precondition to approving the payment of any awards under the plan* Authorizing periodic performance benchmark studies to be conducted for purposes of assessing Brown Health's performance within the healthcare industry and the degree to which total remuneration levels at Brown Health are generally commensurate with Brown Health performance relative to healthcare industry performance* Conducting an annual performance review of Brown Health's Chief Executive Officer. The Chair of the Committee conducts and documents this review, based on his/her observations and interpretation of feedback from members of the Board of Directors.* Selecting and engaging qualified, independent, third-party compensation valuation consultants that the Committee charges with rendering opinions with respect to the reasonableness and comparability of compensation as well as the comparative organizations against which compensation is assessed, in accordance with relevant sections of the IRC and Brown Health's executive compensation philosophy. Brown Health's Chief Executive Officer works closely with the Committee to make recommendations on the above topics and keep the Committee informed about contemplated compensation changes for executives and other key employees, as well as candidates for these roles. The CEO also provides periodic updates to the Committee regarding Brown Health's performance relative to compensation-related performance objectives. The Committee's deliberations and actions are documented in minutes prepared for each meeting.PROCESS FOR DETERMINING COMPENSATION Valuation of Total Cash and Total Remuneration: No less frequently than annually, the Committee receives and reviews a total cash compensation valuation of all existing executive compensation program participants prepared by its independent compensation consultant. Annually, the Committee also receives and reviews a total remuneration valuation of all existing executive compensation participants. Base Salary Actions: The CEO recommends any salary adjustments for participants in the executive compensation program, using the results of the valuation study and his/her assessment of individual performance or other pertinent information, for the Committee's consideration.New Participants in Executive Compensation Program: With respect to compensation offers for individuals expected to participate in the executive compensation program, certain members of the Brown Health CEO's leadership team work with the Committee's independent compensation consultant or rely on information previously provided by the consultant to establish a range of reasonable cash compensation within which recruitment is expected to conclude through acceptance of a reasonable compensation offer. ALC dba HSR 1 Virginia Avenue Suite 200 Providence RI 02905 050442015 Housing for Elderly and Mentally Ill RI 501(c)(3) 10 Gateway Healthcare Inc false Bayberry Courts Inc 1 Virginia Avenue Suite 200 Providence RI 02905 204590384 Housing for Elderly and Mentally Ill RI 501(c)(3) 10 Gateway Healthcare Inc false Bradley Hospital Foundation 167 Point Street Providence RI 02903 050500688 Philanthropic Activities RI 501(c)(3) 7 Brown University Health false Capital City Community Centers Inc 1 Virginia Avenue Suite 200 Providence RI 02905 050259090 Daycare Services RI 501(c)(3) 7 Gateway Healthcare Inc false Families Reaching Into Each New Day Inc 1 Virginia Avenue Suite 200 Providence RI 02905 050504841 Bereavement Services for Children RI 501(c)(3) 7 Gateway Healthcare Inc false Gateway Healthcare Inc 1 Virginia Avenue Suite 200 Providence RI 02905 050309043 Subst. 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Care Org. RI N/A false false Brown University Health MSO 167 Point Street Providence RI 02903 050508717 Mgmnt Svcs RI Brown Univ Health C corp false Brown University Health Risk Services 167 Point Street Providence RI 02903 050459767 Risk Mgmnt RI Brown Univ Health C corp false Brown University Health Home Medical 200 Corliss Street Providence RI 02904 050472710 DME Sales RI The Miriam Hospital C corp false CRUT 2 c/o Bank of America PO Box 830269 Dallas TX 75283 Philanthropic CT N/A Trust 1454596 60100969 1.00000 true CRUT 2 c/o Bank of America PO Box 830269 Dallas TX 75283 Philanthropic RI N/A Trust 90267 2352770 1.00000 true false false true false false false false false false false true true true true true true true true true The Bradley Schools r 8082299 Cash The Bradley Schools s 1953000 Cash CRUT 2 c 1454596 FMV CRUT 2 c 90267 FMV