BRATTLEBORO RETREAT: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: BRATTLEBORO RETREAT (EIN 03-0107360)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-14
IRS object ID: 201703189349307140
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule H
Schedule I
Schedule J
Schedule K
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-14T14:50:14-06:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	030107360	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Louis Josephson PhD	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	8022577785	PhoneNum
Signature	2017-11-03	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Barbara J McGuan CPA	PreparerPersonNm
PTIN	P00219457	PTIN
Phone	2077752387	PhoneNum
Preparation	2017-11-02	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

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

Field	Value	IRS element (for citing)
IP	2017-11-03	IPDt
IP Tm	11:53:56	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	4A7A9222C8D681BBCE9F1B6E7BF5E3969F273E7D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	195DD2390B87809A4F2C1BC02D65E16960466FA1	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$75,137,392	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.brattlebororetreat.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1834	FormationYr
Legal Domicile State	VT	LegalDomicileStateCd
Activity Or Mission	Offering a continuum of care including Inpatient, Partial Hospitalization, Residential and Outpatient Treatment for Children, Adolescents, Adults, and Older Adults throughout the Northeast.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	934	TotalEmployeeCnt
Total Volunteers	14	TotalVolunteersCnt
Total Gross UBI	$415,502	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$3,049	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$493,488	PYContributionsGrantsAmt
CY Contributions Grants	$363,788	CYContributionsGrantsAmt
PY Program Service Revenue	$68,395,185	PYProgramServiceRevenueAmt
CY Program Service Revenue	$67,284,157	CYProgramServiceRevenueAmt
PY Investment Income	$215,842	PYInvestmentIncomeAmt
CY Investment Income	$74,748	CYInvestmentIncomeAmt
PY Other Revenue	$43,743	PYOtherRevenueAmt
CY Other Revenue	$246,315	CYOtherRevenueAmt
PY Total Revenue	$69,148,258	PYTotalRevenueAmt
CY Total Revenue	$67,969,008	CYTotalRevenueAmt
PY Grants And Similar Paid	$54,611	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$52,022	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$52,543,647	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$51,650,276	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$16,004,019	PYOtherExpensesAmt
CY Other Expenses	$16,705,834	CYOtherExpensesAmt
PY Total Expenses	$68,602,277	PYTotalExpensesAmt
CY Total Expenses	$68,408,132	CYTotalExpensesAmt
PY Revenues Less Expenses	$545,981	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$439,124	CYRevenuesLessExpensesAmt
Total Assets BOY	$46,052,043	TotalAssetsBOYAmt
Total Assets EOY	$46,145,691	TotalAssetsEOYAmt
Total Liabilities BOY	$23,128,144	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$23,442,370	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$22,923,899	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$22,703,321	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Inspired by the courage of our patients, the Brattleboro Retreat is dedicated to children, adolescents and adults in their pursuit of recovery from mental illness, psychological trauma and addiction. We are committed to excellence in treatment, advocacy, education, research and community service. We provide hope, healing, safety and privacy through a full continuum of medical and holistic services delivered by expert caregivers in a uniquely restorative Vermont setting.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$58,208,114	ExpenseAmt
Grant	$52,022	GrantAmt
Revenue	$64,435,336	RevenueAmt
Desc	Offering a full continuum of care including inpatient and partial hospitalization, residential care for children and adolescents, intensive outpatient services for adults (including treatment for opiate addiction), and traditional outpatient treatment for children, adolescents adults and older adults throughout the Northeast. Patient Days: Inpatient 38,486, Partial 9,396, Residential 9,303, Outpatient 24,975.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$197,407	ExpenseAmt
Revenue	$199,744	RevenueAmt
Desc	Continuing education program providing up to 23 workshops and seminars throughout the year for physicians, nurses, social workers, psychologists, therapists, drug and alcohol counselors, and other healthcare professionals.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,845,211	ExpenseAmt
Revenue	$2,697,810	RevenueAmt
Desc	Vermont Board of Education Approved school serving children and adolescents in inpatient, residential, and partial hospitalization programs. The curriculum meets the educational, clinical, and behavioral needs of our students as well as the requirements of Vermont's educational standards. Patient School Days 9,108.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$60,250,732	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	69	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	934	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	VT	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	8022584312	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Bette Abrams
Assistant Secretary	1.00	Yes (X)	Yes (X)	$0	$0	$0
Michael Sarsynski Jr CFP
Trustee	1.00	Yes (X)		$0	$0	$0
Robert E Simpson Jr
Past President & CEO	40.00	Yes (X)	Yes (X)	$125,999	$0	$24,294
Tammy Richards
Board Secretary	1.00	Yes (X)	Yes (X)	$0	$0	$0
Tonia Wheeler
Trustee	1.00	Yes (X)		$0	$0	$0
David Dunn Esq
Trustee	1.00	Yes (X)		$0	$0	$0
Daniel Normandeau
Past Assistant Secretary	1.00	Yes (X)	Yes (X)	$0	$0	$0
Elizabeth Catlin
Board Chair	1.00	Yes (X)	Yes (X)	$0	$0	$0
Drew Pate MD
Trustee	1.00	Yes (X)		$0	$0	$0
Michael Krupa
Past Trustee	1.00	Yes (X)		$0	$0	$0
Joseph Pyle
Trustee	1.00	Yes (X)		$0	$0	$0
Kenneth Becker
Trustee	1.00	Yes (X)		$0	$0	$0
Christopher Turley
Trustee	1.00	Yes (X)		$0	$0	$0
Louis Josephson
CEO	40.00	Yes (X)	Yes (X)	$376,814	$0	$25,404
Adam Grinold
Trustee	1.00	Yes (X)		$0	$0	$0
Kate O'Connor
Trustee	1.00	Yes (X)		$0	$0	$0
Steven Monette
Treasurer/VP Finance & CFO	40.00		Yes (X)	$196,411	$0	$24,006
Frederick Engstrom
Chief Medical Officer	40.00			$280,702	$0	$33,354	Yes (X)
Mark McGee
Physician Unit Chief	40.00			$249,623	$0	$35,271	Yes (X)
Dorothea Degutis
Medical Director	40.00			$285,641	$0	$14,932	Yes (X)
John Fanton
Medical Director	40.00			$245,455	$0	$11,624	Yes (X)
Jennifer Fryler
Unit Chief	40.00			$238,653	$0	$21,398	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,999,298	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$190,283	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	56	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Sodexo
9801 Washingtonian Blvd	Gaithersburg	MD	20878	Cafe/Dietary/Housekeeping	$3,097,060
Barton Associates
PO Box 417844	Boston	MA	02241	Contract Labor	$790,703
Locumtenenscom
PO Box 405547	Atlanta	GA	30384	Contract Labor	$684,827
Netsmart Technologies
PO Box 823519	Philadelphia	PA	19182	IT/Billing	$659,014
Medical Solutions
1010 N 102nd St Suite 300	Omaha	NE	68114	Contract Labor	$632,322

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	12	CntrctRcvdGreaterThan100KCnt
Fundraising	$91,692	FundraisingAmt
Government Grants	$118,962	GovernmentGrantsAmt
All Other Contributions	$153,134	AllOtherContributionsAmt
Noncash Contributions	$12,324	NoncashContributionsAmt
Total Contributions	$363,788	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Patient Service Revenue	621400	$175,191,480	$175,191,480
Miscellaneous	900099	$1,738,008	$885,263	$415,502	$437,243
MSO Revenue	621400	$1,318,156	$1,318,156
Provision for Bad Debts	621400	-$2,181,717	-$2,181,717
Contractual/Char. Adj.	621400	-$108,781,770	-$108,781,770

Field	Value	IRS element (for citing)
Total Program Service Revenue	$67,284,157	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$284,140	TotalRevenueColumnAmt
Exclusion	$284,140	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$246,212	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$152,388	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$93,824	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$93,824	TotalRevenueColumnAmt
Exclusion	$93,824	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,792,978	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$7,002,370	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$209,392	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$209,392	TotalRevenueColumnAmt
Exclusion	-$209,392	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$117,384	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$91,692	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$13,626	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$103,758	TotalRevenueColumnAmt
Exclusion	$103,758	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Joint Venture Earnings	Desc
Business	900099	BusinessCd
Total Revenue Column	$48,733	TotalRevenueColumnAmt
Related Or Exempt Func Income	$48,733	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$48,733	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$67,969,008	TotalRevenueColumnAmt
Related Or Exempt Func Income	$66,480,145	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$415,502	UnrelatedBusinessRevenueAmt
Exclusion	$709,573	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$52,022	TotalAmt
Program Services	$52,022	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$772,929	TotalAmt
Management And General	$772,929	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$37,950,373	TotalAmt
Program Services	$34,879,787	ProgramServicesAmt
Management And General	$3,070,586	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$324,753	TotalAmt
Program Services	$308,450	ProgramServicesAmt
Management And General	$16,303	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,837,536	TotalAmt
Program Services	$9,281,855	ProgramServicesAmt
Management And General	$555,681	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,764,685	TotalAmt
Program Services	$2,458,426	ProgramServicesAmt
Management And General	$306,259	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$286,186	TotalAmt
Management And General	$286,186	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$62,856	TotalAmt
Management And General	$62,856	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$26,826	TotalAmt
Management And General	$26,826	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,797,096	TotalAmt
Program Services	$3,476,233	ProgramServicesAmt
Management And General	$1,320,863	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$224,916	TotalAmt
Program Services	$224,916	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$363,364	TotalAmt
Program Services	$58,928	ProgramServicesAmt
Management And General	$304,436	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$929,928	TotalAmt
Program Services	$929,928	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$109,193	TotalAmt
Program Services	$53,183	ProgramServicesAmt
Management And General	$56,010	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$439,883	TotalAmt
Program Services	$439,883	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,824,905	TotalAmt
Program Services	$1,824,905	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$623,227	TotalAmt
Program Services	$623,227	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Miscellaneous Expenses	$2,177,106	$847,609	$1,329,497
Provider Tax	$1,986,457	$1,986,457
Medical Supplies	$1,567,939	$1,567,939
Meals	$1,285,952	$1,236,984	$48,968

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$68,408,132	TotalAmt
Program Services	$60,250,732	ProgramServicesAmt
Management And General	$8,157,400	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

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

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,000	BOYAmt
EOY	$818,334	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,665,914	BOYAmt
EOY	$1,398,783	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,857,967	BOYAmt
EOY	$14,970,126	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$253,013	BOYAmt
EOY	$246,369	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$548,862	BOYAmt
EOY	$534,207	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$54,740,680	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$34,365,064	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$21,198,376	BOYAmt
EOY	$20,375,616	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$9,733,726	BOYAmt
EOY	$6,026,660	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$733,704	BOYAmt
EOY	$610,694	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,058,481	BOYAmt
EOY	$1,164,902	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$46,052,043	BOYAmt
EOY	$46,145,691	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,579,912	BOYAmt
EOY	$8,908,144	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,123,506	BOYAmt
EOY	$11,139,227	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,642,500	BOYAmt
EOY	$2,005,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,782,226	BOYAmt
EOY	$1,389,999	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,128,144	BOYAmt
EOY	$23,442,370	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,450,959	BOYAmt
EOY	$22,135,025	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$235,128	BOYAmt
EOY	$308,766	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$237,812	BOYAmt
EOY	$259,530	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$22,923,899	BOYAmt
EOY	$22,703,321	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$46,052,043	BOYAmt
EOY	$46,145,691	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$439,124	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$218,546	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$38,067	OtherActivitiesAmt
Total Lobbying Expenditures	$38,067	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part II-B, Line 1:	FormAndLineReferenceDesc
Explanation	Line 1b relates to a portion of MSO VP's salary in the amount of 29,048. Line 1i includes the portion of AHA and VAHHS dues related to lobbying.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,804,134	BeginningYearBalanceAmt
Investment Earnings Or Losses	$436,455	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,300,000	OtherExpendituresAmt
End Year Balance	$10,940,589	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$43,061,513	OtherCostOrOtherBasisAmt
Depreciation	$25,854,857	DepreciationAmt
Book Value	$17,206,656	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,026,572	OtherCostOrOtherBasisAmt
Depreciation	$6,965,087	DepreciationAmt
Book Value	$2,061,485	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,532,562	OtherCostOrOtherBasisAmt
Depreciation	$1,545,120	DepreciationAmt
Book Value	$987,442	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$20,375,616	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Uncleared Checks	$267,742
Deferred Compensation Obligation	$701,678
Due to Third-Party Payors	$420,579

Field	Value	IRS element (for citing)
Total Liability	$1,389,999	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$68,353,568	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$218,546	NetUnrealizedGainsInvstAmt
Other Revenue	$166,014	OtherRevenueAmt
Revenue Not Reported	$384,560	RevenueNotReportedAmt
Revenue Subtotal	$67,969,008	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$67,969,008	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$68,574,146	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$166,014	OtherExpensesIncludedAmt
Expenses Not Reported	$166,014	ExpensesNotReportedAmt
Expenses Subtotal	$68,408,132	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$68,408,132	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4:	These funds consist of assets held by a trustee under an indenture agreement and funds set aside by the Board for capital improvements, over which the Board retains control and may, at its discretion, use for other purposes such as short-term operating needs.
Part XI, Line 2d - Other Adjustments:	Rental Expenses 152,388. Fundraising Expenses 13,626.
Part XII, Line 2d - Other Adjustments:	Rental Expenses 152,388. Fundraising Expenses 13,626.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Golf Tournament	Event1Nm
Gross Receipts Event1	$114,312	GrossReceiptsEvent1Amt
Charitable Contri Event1	$47,080	CharitableContriEvent1Amt
Gross Revenue Event1	$67,232	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$1,190	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$6,896	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$5,040	OtherDirectExpensesEvent1Amt
Event2	Ride for Heros	Event2Nm
Gross Receipts Event2	$94,764	GrossReceiptsEvent2Amt
Charitable Contri Event2	$44,612	CharitableContriEvent2Amt
Gross Revenue Event2	$50,152	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$500	NonCashPrizesEvent2Amt
Gross Receipts Total	$209,076	GrossReceiptsTotalAmt
Charitable Contributions Tot	$91,692	CharitableContributionsTotAmt
Gross Revenue Total Events	$117,384	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$1,690	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$6,896	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$5,040	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$13,626	DirectExpenseSummaryEventsAmt
Net Income Summary	$103,758	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

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

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,078,946	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,078,946	NetCommunityBenefitExpnsAmt
Total Expense	0.03040	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$31,381,017	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$26,216,054	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,164,963	NetCommunityBenefitExpnsAmt
Total Expense	0.07550	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$33,459,963	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$26,216,054	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,243,909	NetCommunityBenefitExpnsAmt
Total Expense	0.10590	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$68,319	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$68,319	NetCommunityBenefitExpnsAmt
Total Expense	0.00100	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$220,710	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$3,500	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$217,210	NetCommunityBenefitExpnsAmt
Total Expense	0.00320	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,149,117	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,637,096	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$512,021	NetCommunityBenefitExpnsAmt
Total Expense	0.00750	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$52,022	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$52,022	NetCommunityBenefitExpnsAmt
Total Expense	0.00080	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,490,168	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,640,596	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$849,572	NetCommunityBenefitExpnsAmt
Total Expense	0.01250	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$35,950,131	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$27,856,650	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$8,093,481	NetCommunityBenefitExpnsAmt
Total Expense	0.11840	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,480	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$10,480	NetCommunityBenefitExpnsAmt
Total Expense	0.00020	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,480	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$10,480	NetCommunityBenefitExpnsAmt
Total Expense	0.00020	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$778,748	BadDebtExpenseAmt
Reimbursed By Medicare	$11,176,884	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$14,130,453	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$2,953,569	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

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

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

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

US Address USAddress

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

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

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

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

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

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Brattleboro Retreat	Part V, Section B, Line 5: Because the Retreat has a diverse and extensive service area, the Retreat chose to define its service area at both the county and state levels, assessing the health needs of both areas. By assessing health status at both the county and state levels, planners gained a detailed understanding of the needs of the local populations as well as a broader assessment of Vermont. The CHNA was therefore divided into two phases: Phase I for Windham County and Phase II for the state of Vermont. For Phase I (Windham County), the Retreat partnered with Grace Cottage Hospital and Brattleboro Memorial Hospital to gather and assess both quantitative and qualitative data. The three health care organizations developed a steering committee, made up of representatives from each of the hospitals as well as from the Vermont Department of Health, Brattleboro Office, to guide the qualitative research and collect and analyze the quantitative data. The Windham County CHNA Steering Committee planned and conducted qualitative research, which included a countywide survey and a focus group on health care needs of minority and underserved populations. During the research process, the Steering Committee consulted with Vermont Agency of Human Services District Leadership Team and the Clinical Planning Group of the Vermont Blueprint for Health-Brattleboro Service Area. In Phase II (statewide), the Retreat gathered and assessed quantitative and qualitative data on mental health and addiction in the state of Vermont. Additionally, qualitative data was collected from community stakeholders across the state of Vermont through an online survey that was widely distributed across the state. During this phase of research, the Retreat consulted with the Vermont Department of Health, the Brattleboro Retreat's Consumer Advisory Council as well as a range of Retreat staff members, including clinical and administrative staff. Once the qualitative and quantitative data were collected and analyzed, planners reviewed the community health needs that emerged as a result of conducting the assessment. They carefully assessed each need, identified the major themes and developed broader priority areas to encompass these needs. Planners carried out this process by focusing only on needs and priority areas that fall within the mission and scope of the Brattleboro Retreat, namely in mental health and addiction treatment, as well as within the Retreat's capacity to make an impact. Planners also worked to identify needs that were supported by quantitative research data OR were identified in the community input process, through either of the surveys or the focus group. Once the planners identified some potential priority areas, they shared the results of the needs assessment as well as the recommended priority areas with the Brattleboro Retreat's Consumer Advisory Council and a group of Retreat staff members that included both clinical and administrative staff from various departments.
Brattleboro Retreat	Part V, Section B, Line 6a: Brattleboro Memorial Hospital, Grace Cottage Hospital and Brattleboro Retreat
Brattleboro Retreat	Part V, Section B, Line 11: Based on the data collected in the 2015 CHNA, the Brattleboro Retreat identified three priority areas in which to focus its efforts for the upcoming 2016-2018 reporting period:1. Enhance care coordination activities between medical and mental health providers so that individuals and families receive more timely and effective mental health and addiction treatment and aftercare support.2. Make the Retreat's programs and services more accessible to populations that have historically been underserved by some mental health and addiction treatment providers, particularly racial/ethnic minorities, LGBTQ individuals and low-income families, by improving cultural competencies and addressing various barriers such as language and mobility.3. Increase educational initiatives, both for providers as well as for the general public, to increase understanding of and treatment for mental illness and addiction.In 2016, planners at the Brattleboro Retreat, in consultation with various staff members from across the hospital and the Brattleboro Retreat's Consumer Advisory Committee, developed a three-year action plan to address these priority areas. CHNA Implementation Plan 2016 - 2018 Priority Actions #1: Enhance care coordination activities between medical and mental health providers so that individuals and families receive more timely and effective mental health and addiction treatment and aftercare support. - Increase collaboration and support for the VT Blueprint Community Health Teams, Brattleboro Memorial Hospital, HCRS, area Suboxone prescribers, Chronic Care Initiative, and the Windham County Opiate Taskforce to enhance care coordination and improve health outcomes for the area's psychiatric and substance abuse patients. - Conduct Collaborative Office Rounds with family practices and pediatrics in the area to facilitate problem-solving on psychiatric cases. - Partner with Blue Cross Blue Shield of Vermont to provide a whole person approach to care (mental health, medical and addiction). - Host an annual networking event with area health care providers and human service agencies. - Conduct a survey to referring providers to help identify processes working well in care coordination and what needs to be improved. - Incorporate into the Brattleboro Retreat's system of care increased communications with referral sources/providers in order to improve care coordination. #2: Make the Retreat's programs and services more accessible to populations that have historically been underserved by some mental health and addiction treatment providers, particularly racial/ethnic minorities, LGBTQ individuals and low-income families, by improving cultural competencies and addressing various barriers such as language and mobility.- Offer at least one Continuing Education workshop focused on improving cultural intelligence among mental health and addiction treatment professionals. - Enhance the cultural competency modules of the clinical education online trainings. - Contribute to the body of knowledge in mental health and addiction treatment for the LGBT community through nursing research and publication. - Expand the partnership with Groundworks Collaborative, a local organization providing housing support services and temporary housing, to increase access to mental health and substance abuse services to individuals and families facing homelessness.#3: Increase educational initiatives, both for providers as well as for the general public, to increase understanding of and treatment for mental illness and addiction.- Support and participate in consumer-led activities and initiatives in Vermont.- Expand peer and consumer involvement in education and outreach initiatives at all levels of service provision.- Grow our BCTV educational series Keep Talking broadcast network both in the state of Vermont and nationwide to educate the public on various mental health and addiction related issues.- Offer at least 6 free workshops for the community each year covering the most requested mental health and addiction-related topics.- Offer at least 22 full-day Continuing Education conferences and 3 free luncheons each year to mental health professionals covering a broad range of mental health and addiction-related topics.- Submit op-eds written by Retreat clinicians to inform the public on relevant and timely mental health and addiction-related topics.- As part of Collaborative Office Rounds, present case studies to area physician practices to enhance diagnosis and treatment outcomes for patients with mental health and addiction issues. - Partner with the Six College Collaborative to develop courses and programs focused on job training for the mental health field.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. Through qualitative research with the communities served, the Retreat learned that a number of socioeconomic challenges exist for the community, including the need for more employment opportunities, affordable housing, public transportation and social services. These socioeconomic needs do not fall within the mission or programs of the Retreat; however, the Retreat supports several initiatives aimed at increasing economic and educational opportunities in the community. The Brattleboro Retreat is active in Southeastern Vermont Economic Development Strategies, The Brattleboro Area Chamber of Commerce, 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.

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part II, Community Building Activities:	Retreat Trails-Nine mile recreational trail network open to the public for non-motorized recreational activities.
Part III, Line 4:	Accounts receivable are stated at the amount management expects to collect from outstanding balances. Management provides for probable uncollectible amounts through a charge to earnings and a credit to a valuation allowance based on its assessment of the current status of individual accounts. Balances that are still outstanding after management has used reasonable collection efforts are written off through a charge to the valuation allowance and a credit to accounts receivable.In evaluating the collectibility of accounts receivable, the Retreat analyzes past results and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for doubtful accounts and provision for bad debts. Data for each major payor source isregularly reviewed to evaluate the adequacy of the allowance for doubtful accounts. For receivables relating to services provided to patients having third-party coverage, the Retreat analyzes contractually due amounts and provides an allowance for doubtful accounts and a corresponding provision for bad debts. For receivables relating to self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), the Retreat records a provision for bad debts in the period of service based on past experience, which indicates that many patients are unable or unwilling to pay amounts for which they are financially responsible. The difference between the standard rates (or discounted rates if negotiated or eligible) and the amounts actually collected after all reasonable collection efforts have been exhausted is charged against the allowance for doubtful accounts.During 2016, the Retreat increased its estimate from $2,256,447 to $3,499,910 in the allowance for doubtful accounts relating to self-pay patients. 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 2016, the Brattleboro Retreat served 4,740 children, adolescents and adults in inpatient, residential, ambulatory, outpatient, and school programs. The impact of the Retreat's services upon its patients and their families and communities is often dramatic and life saving, and there are fewer and fewer organizations offering such a full range of services in mental health and addiction care. Meanwhile, the number of patients seeking treatment for mental health and substance abuse issues continues to rise throughout the region and the nation. The Retreat strives to meet this increasing demand for services by renovating and updating facilities and patient care areas and utilizing the latest in treatment modalities to improve health care outcomes for the populations served.In 2016, the Brattleboro Retreat served 3,375 individuals in our outpatient programs. 697 children were served across all programs. 92 children were served in our residential programs and 146 children in our school programs.In 2016 the Brattleboro Retreat welcomed Louis Josephson, Ph.D., as its new chief executive officer in January. In response to a healthcare environment that continued to shift in 2016, and as demand for psychiatric and addiction services became more pronounced, the Retreat continued to meet the need for high quality care by strengthening its clinical expertise. This included the introduction of evidence-based practices in clinical areas throughout the hospital that required a significant investment in staff education and training. The Retreat also took steps to begin modernizing its financial systems with a particular emphasis on strengthening cash flows and establishing a more predictable operating margin. In 2016, the board of trustees of Brattleboro Retreat also embarked on a strategic planning process. The planning process took several months and involved the energy and talents of many individuals. For the planning process we gathered input from a variety of sources including our board of trustees, employees, community supporters, consumers/patients, other hospitals and providers, elected officials and government stakeholders. What we learned became the roadmap for our new strategic plan that was approved by the board in 2017.Summary of Process for Openness and Public ParticipationThe Brattleboro Retreat keeps the community informed with regular appearances and/or memberships with the Brattleboro Selectboard, Building a Better Brattleboro, Brattleboro Development and Credit Corporation, Brattleboro Chamber of Commerce, the Windham County Legislative Delegation, Brattleboro Sunrise Rotary Club, the Rotary Club of Brattleboro, and ongoing collaborations with other community organizations including Brattleboro Memorial Hospital, Grace Cottage Hospital, Health Care and Rehabilitation Services, Rescue Inc., the Brattleboro 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, forums, and special educational events. The feedback of patients, their families, and community members is of great importance to the Brattleboro Retreat.Strategic Plan and Financial InformationThe Brattleboro Retreat spends approximately $935 thousand per year on capital improvements. The depreciation schedule generally amounts to $1.8 million. As a private not-for- profit organization, copies of the strategic plan are not publicly available.Questions regarding any strategic planning issues or opportunities for public input may be addressed to Konstantin von Krusenstiern, Vice President of Development and Communications.For more information, please contact:Konstantin von Krusenstiern, Vice President of Development & CommunicationsBrattleboro Retreat1 Anna Marsh Lane, P.O. Box 803Brattleboro, VT 05301(802) 258-4366
Part VI, Line 3:	At the time of admission, patients are counseled as to their eligibility for assistance under various governmental programs as well as the organization's charity care policy.
Part VI, Line 4:	The Brattleboro Retreat is located in Brattleboro, Vermont, which is in the southeastern corner of Vermont-on the border with both New Hampshire and Massachusetts. Brattleboro is a small, rural town with a population of 11,841. The 2016 population estimate for Windham County is 43,145. The state of Vermont has an estimated population of 624,594. (U.S. Census, 2016)The Retreat plays a vital role as a large provider of mental health and substance abuse services in New England. It provides treatment to individuals of all ages from throughout the Northeast, accepts high numbers of Medicare and Medicaid funded patients and provides services offered by few other hospitals. In addition, the Retreat provides an array of ambulatory services to people in the local area. These services include outpatient services as well as partial hospital and intensive outpatient mental health and substance abuse treatment.The Brattleboro Retreat is the only mental health and addiction specialty hospital in Vermont and one of the few in New England. In Vermont, there are four medical hospitals with psychiatric units. The Retreat is the largest provider of inpatient psychiatric services in the state and operates roughly the same number of psychiatric beds as the other four hospitals combined. The Retreat is also the only mental health hospital in Vermont for children and adolescents. The surrounding states have similar arrays of services: a few free-standing psychiatric hospitals, such as Sister of Providence in Holyoke, MA, and some medical hospitals operating psychiatric units. Many area medical hospitals have downsized or eliminated their psychiatric beds in recent years, particularly those in New Hampshire. Most psychiatric units also exclusively serve adults with few inpatient programs available for children and adolescents. The Retreat is dedicated to serving this population.As a regional specialty hospital, the Retreat draws patients from a large and diverse catchment area: across Vermont and throughout the greater New England area and beyond. The relatively low population of Vermont and the greater population to the south necessitate drawing from a broad and diverse area. The Retreat's geographic location also facilitates this regional draw. While the majority of inpatient admissions to the Retreat come from the state of Vermont, patients also come from all other New England States and beyond.Massachusetts, with a population of 6,692,824 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. The demographics of income, race, poverty etc. vary greatly across the catchment area and are therefore difficult to characterize. According to the 2016 American Community Survey, the estimated median household income of Vermont residents is $55,176. 10.2% of Vermonters live in poverty and 5.8% of Vermonters are without health insurance. In 2016, 71.7 percent of the Retreat's funding came from public sources-24.3 percent from Medicare, 24.5 percent from adult Medicaid / State programs and 22.9% from child and adolescent residential funding or Medicaid.
Part VI, Line 5:	Groundworks Collaborative - Monthly use of conference room for board meeting for local homeless shelter.ALANON - Weekly use of East Conference RoomAA - Weekly use of CafeteriaMidwinter Lunch Series - A series of 4 hour long educational programs. Held annually, the series is free and opened to staff, community providers and the public. It covers topics related to mental health and substance abuse in children, adolescents and adults.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 6 - 8 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 Brattleboro Area Development Committee, Brattleboro Area Chamber of Commerce, Early Education Services, DUI Victim Impact, Kiwanis Club, Al Anon, Alcoholics Anonymous, and United Way of Windham County.Relay for Life - Retreat Feat team participates in local event raising funds and awareness to fight against cancer.
Part VI, Line 6:	Vermont Assoc for Mental Health - Provides advocacy for the mental health community in Vermont: Vermont Program for Quality in Healthcare - Provides advocacy for access to health-care services in Vermont.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Recipient EIN	036003074	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$23,076	CashGrantAmt
Purpose Of Grant	Organizational Support	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Robert E Simpson Jr
Past President & CEO	$72,613	$0	$52,833	$0	$553	$0	$7,950	$0	$16,344	$0	$150,293	$0	$0	$0
Louis Josephson
CEO	$318,232	$0	$0	$0	$58,582	$0	$0	$0	$25,404	$0	$402,218	$0	$0	$0
Steven Monette
Treasurer/VP Finance & CFO	$189,778	$0	$5,870	$0	$763	$0	$2,901	$0	$21,105	$0	$220,417	$0	$0	$0
Frederick Engstrom
Chief Medical Officer	$270,696	$0	$5,870	$0	$4,136	$0	$10,132	$0	$23,222	$0	$314,056	$0	$0	$0
Mark McGee
Physician Unit Chief	$249,325	$0	$0	$0	$298	$0	$7,689	$0	$27,582	$0	$284,894	$0	$0	$0
Dorothea Degutis
Medical Director	$283,056	$0	$0	$0	$2,585	$0	$7,200	$0	$7,732	$0	$300,573	$0	$0	$0
John Fanton
Medical Director	$245,178	$0	$0	$0	$277	$0	$4,800	$0	$6,824	$0	$257,079	$0	$0	$0
Jennifer Fryler
Unit Chief	$237,382	$0	$0	$0	$1,271	$0	$7,200	$0	$14,198	$0	$260,051	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 7	FormAndLineReferenceDesc
Explanation	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. The bonus payments were based upon 2015 goals, but were paid in calendar year 2016.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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

Issuer Name IssuerName

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

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

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