2016-10-17T00:00:00-05:00 2015-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2015-01-01 030107360 Brattleboro Retreat BRAT 8022577785 1 Anna Marsh Lane Brattleboro VT 05302 Robert E Simpson Jr President & CEO 8022577785 2016-09-27 1 Barbara J McGuan CPA P00219457 2077752387 2016-09-27 2015 2017-02-10 21:41:12Z Louis Josephson PhD 1 Anna Marsh Lane Brattleboro VT 05302 76572230 0 X www.brattlebororetreat.org X 1834 VT Offering a continuum of care including Inpatient, Partial Hospitalization, Residential and Outpatient Treatment for Children, Adolescents, Adults, and Older Adults throughout the Northeast. 13 12 953 13 366945 -6481 349579 493488 64706760 68395185 309573 215842 374893 43743 65740805 69148258 18332 54611 0 0 50149134 52543647 0 0 0 14813614 16004019 64981080 68602277 759725 545981 46097660 46052043 23597158 23128144 22500502 22923899 X Inspired by the courage of our patients, the Brattleboro Retreat is dedicated to children, adolescents and adults in their pursuit of recovery from mental illness, psychological trauma and addiction. We are committed to excellence in treatment, advocacy, education, research and community service. We provide hope, healing, safety and privacy through a full continuum of medical and holistic services delivered by expert caregivers in a uniquely restorative Vermont setting. 0 0 56413803 54611 65662570 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 38,907, Partial 9,052, Residential 9,534, Outpatient 25,679. 198890 216574 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. 1881807 2682549 Vermont Board of Education Approved school serving children and adolescents in inpatient, residential, and partial hospitalization programs. The curriculum meets the educational, clinical, and behavioral needs of our students as well as the requirements of Vermont's educational standards. Patient School Days 13,095. 58494500 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 83 0 1 953 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 1 0 VT X Steven Monette 8022584312 1 Anna Marsh Lane Brattleboro VT 05301 Bette Abrams Trustee 1.00 X 0 0 0 Michael Sarsynski Jr CFP Trustee 1.00 X 0 0 0 Robert E Simpson Jr President & CEO 40.00 X X 458061 0 35542 Tammy Richards Board Secretary 1.00 X X 0 0 0 Tonia Wheeler Trustee 1.00 X 0 0 0 Patricia O'Donnell Past Trustee 1.00 X 0 0 0 David Dunn Esq Trustee 1.00 X 0 0 0 Daniel Normandeau Assistant Secretary 1.00 X X 0 0 0 Elizabeth Catlin Board Chair 1.00 X X 0 0 0 Drew Pate MD Trustee 1.00 X 0 0 0 Michael Krupa Trustee 1.00 X 0 0 0 Joseph Pyle Trustee 1.00 X 0 0 0 Kenneth Becker Trustee 1.00 X 0 0 0 Christopher Turley Trustee 1.00 X 0 0 0 Steven Monette Treasurer/VP Finance & CFO 40.00 X 179859 0 15871 Frederick Engstrom Chief Medical Officer 40.00 X 265506 0 38242 Robyn Ostrander Senior Medical Director 40.00 X 259136 0 38460 Mark McGee Physician Unit Chief 40.00 X 236125 0 34727 Debra McQuade Staff Psychiatrist 40.00 X 244569 0 22441 Lance Thigpen Staff Psychiatrist 40.00 X 227619 0 28739 1870875 0 214022 56 0 1 0 Sodexo 9801 Washingtonian Blvd Gaithersburg MD 20878 Cafe/Dietary/Housekeeping 3273759 Locumtenenscom PO Box 405547 Atlanta GA 30384 Contract Labor 1104393 Medical Solutions 1010 N 102nd St Suite 300 Omaha NE 68114 Contract Labor 946255 Barton Associates PO Box 417844 Boston MA 02241 Contract Labor 769944 GPI Construction 436 Canal St Brattleboro VT 05301 Construction Services 560169 14 143741 70997 278750 21082 493488 Patient Service Revenue 621400 169824531 169824531 Miscellaneous 900099 2113336 1368753 366945 377638 MSO Revenue 621400 1285246 1285246 Provision for Bad Debts 621400 -610027 -610027 Contractual/Char. Adj. 621400 -104217901 -104217901 68395185 301806 301806 245718 171954 73764 73764 73764 7114550 7200514 -85964 -85964 -85964 38981 143741 51504 -12523 -12523 Joint Venture Earnings 900099 166508 166508 Loss on Early Extinguishment of L 900099 -184006 -184006 -17498 69148258 67817110 366945 470715 54611 54611 689333 689333 38417502 34972498 3445004 1046200 961670 84530 9617520 8241429 1376091 2773092 2447864 325228 423907 423907 60504 60504 32725 32725 4760973 3020172 1740801 346244 346244 382318 93524 288794 1050297 1050297 194002 76421 117581 373698 373698 1763978 1763978 553229 553229 Medical Supplies 1471938 1471938 Meals 1238560 1162180 76380 Provider Tax 1186431 1186431 Repairs & Maintenance 535022 18293 516729 1630193 700023 930170 68602277 58494500 10107777 0 X 2000 2000 1586641 1665914 10523824 10857967 260932 253013 483923 548862 53738535 32540159 21549884 21198376 10047358 9733726 667196 733704 975902 1058481 46097660 46052043 7029764 7579912 10972224 11123506 4285792 2642500 1309378 1782226 23597158 23128144 X 22210303 22450959 127625 235128 162574 237812 22500502 22923899 46097660 46052043 545981 -122584 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 27357 27357 0 Part II-B, Line 1: Line 1b relates to a portion of MSO VP's salary in the amount of 16,282. Line 1i includes the portion of AHA and VAHHS dues related to lobbying. 10806727 58236 1200000 9664963 11244417 262310 700000 10806727 10940589 492713 188885 11244417 11804134 436455 1300000 10940589 10524393 1279741 11804134 1.00000 0 0 120033 120033 42428934 24575950 17852984 8571653 6494790 2076863 2617915 1469419 1148496 21198376 Uncleared Checks 749337 Deferred Compensation Obligation 611587 Due to Third-Party Payors 421302 1782226 69249132 -122584 223458 100874 69148258 0 69148258 68825735 223458 223458 68602277 0 68602277 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 171,954. Fundraising Expenses 51,504. Part XII, Line 2d - Other Adjustments: Rental Expenses 171,954. Fundraising Expenses 51,504. Anna Marsh Award Gala 90865 75715 15150 9578 15852 900 6835 Golf Tournament 58446 38615 19831 879 6380 4320 3062 1 33411 29411 4000 500 3198 182722 143741 38981 1379 15958 20172 900 13095 51504 -12523 1 1 1 X 1 X 1 1 1 0 1 1 1274883 1274883 0.01860 33149728 24628245 8521483 0.12420 34424611 24628245 9796366 0.14280 95571 95571 0.00140 161661 1500 160161 0.00230 3631405 3013599 617806 0.00900 54611 54611 0.00080 3943248 3015099 928149 0.01350 38367859 27643344 10724515 0.15630 10007 10007 0.00010 10007 10007 0.00010 1 228516 9849541 13783140 -3933599 X 1 1 1 1 Brattleboro Retreat 1 Anna Marsh Lane Brattleboro VT 05301 www.brattlebororetreat.org 841 X Brattleboro Retreat 1 0 0 1 X X X X X X X X X 15 1 1 0 1 X www.brattlebororetreat.org X 1 13 1 http://www.brattlebororetreat.org/about/community-health-needs-assessment 0 0 1 X 200.000000000000 300.000000000000 X X 1 1 X X X 1 1 X 0 X 1 X 0 0 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 2015 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 the first quarter of 2016, planners at the Brattleboro Retreat, in consultation with various staff members from across the hospital and the Brattleboro Retreat's Consumer Advisory Council, 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. However, BMH and Grace Cottage Hospital are addressing these medical health needs in their respective CHNAs.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. 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 2015, the Retreat decreased its estimate from $2,804,605 to $2,256,447 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 2015, the Brattleboro Retreat served 5,160 children, adolescents and adults in inpatient, residential, ambulatory, outpatient, and school programs. The impact of the Retreat's services upon its patients and their families and communities is often dramatic and life saving, and there are fewer and fewer organizations offering such a full range of services in mental health and addiction care. Meanwhile, the number of patients seeking treatment for mental health and substance abuse issues continues to rise throughout the region and the nation. The Retreat strives to meet this increasing demand for services by renovating and updating facilities and patient care areas and utilizing the latest in treatment modalities to improve health care outcomes for the populations served.The Hospital's Uniformed Service Program (USP), which provides trauma and addiction treatment for active and retired police, fire, EMT, and military personnel, served more than 160 men and women in 2015. From 2013 to 2015, the number of individuals served in the Retreat ambulatory and outpatient programs increased by over 3.5 percent.With the expansion of clinical program offerings at the Retreat has come an increase in workforce. Twenty-five new positions were added in 2015, most of which were direct care positions.The Retreat also continued to build upon its strategic planning processes by developing a 12-month strategic plan with achievable goals and objectives and adopting courses of action and allocation of resources necessary for carrying out these goals. The strategic planning process that led to the adoption of the 2015 strategic plan involved a three step process in which division heads on the hospital's Executive Team submitted strategic plans for each area under their purview. The plans were then reviewed and finalized by the Executive Team and assembled to create one organizational plan. In the final step, the plan was reviewed and adopted by the hospital's Board of Trustees.Key items addressed in the 2015 strategic plan included:- Enhancing the Electronic Medical Record (EMR) system to incorporate treatment planning- Improving the process for updating and communicating hospital policies and procedures- Developing more group programming and staff training for group facilitation- Growing ambulatory programs, including USP and the Hub Addiction Treatment Program, as well as the LGBT Inpatient Program and telemedicine offerings- Broadening the scope and impact of fundraising- Improving internal communications and expanding the hospital's presence in social media channels.Other highlights in 2015 included:- Strengthening partnerships with Brattleboro Memorial Hospital and Grace Cottage Hospital to include Blueprint for Health along with Spoke addiction treatment providers in the state of Vermont- Focusing on recruitment, retention, and staff training- Partnering with Brattleboro Memorial Hospital and Grace Cottage Hospital to run Wellness in Windham, a community-centered, collaborative initiative aimed at promoting health and wellness throughout Vermont's Windham County- Developing and executing a performance improvement process to strengthen the hospital and verify CMS certification- Recruiting a new president and CEO.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 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 $1.3 million per year on capital improvements. The depreciation schedule generally amounts to $1.7 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 Strategy and Development.For more information, please contact:Konstantin von Krusenstiern, Vice President of Strategy & DevelopmentBrattleboro 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 southwestern corner of Vermont-on the border with both New Hampshire and Massachusetts. Brattleboro is a small, rural town with a population of 11,765. The 2014 population estimate for Windham County is 43,714. The state of Vermont has an estimated population of 626,562. (U.S. Census, 2014)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. In 2015, approximately 71% of inpatient admissions to the Retreat came from the state of Vermont; 13% from Massachusetts; 9% from New Hampshire; 2% from New York; and the remaining 5% came from Connecticut, Maine, Rhode Island and states outside of the New England region.Massachusetts, with a population of 6,692,824 is the second largest sending state. The Retreat is located just a few miles from the Massachusetts border with interstate access to the western part of the state, including the cities of Northampton, Holyoke and Springfield. Therefore, the Retreat is accessible for residents in western Massachusetts and in 2009, the Retreat became a provider for several state funded Medicaid products in Massachusetts, expanding access to the people insured in these programs.The demographics of income, race, poverty etc. vary greatly across the catchment area and are therefore difficult to characterize. According to the 2012 American Community Survey, the estimated median household income of Vermont residents is $52,578 and the estimated median household income of Massachusetts residents is $66,768. According to the 2012 Vermont Healthcare Expenditure Analysis published by the Green Mountain Care Board in collaboration with Department of Banking, Insurance Securities and Healthcare Administration, 57 percent of Vermont residents were enrolled in private insurance in 2010, 17 percent in Medicare, and 18 percent in Medicaid. According to initial findings from the 2014 Vermont Household Health Insurance Survey, 3.7 percent of Vermont's population is uninsured today (compared to 7 percent in 2015). From 2011 to 2012 total Vermont health care expenditures increased $141 million to $5.1 billion, with the largest increase seen for hospital services. Massachusetts mandates health insurance coverage and provides subsidized healthcare for people earning up to 300% of the federal poverty guidelines and low cost options for people who don't have employer sponsored healthcare. According to the Massachusetts Department of Healthcare Finance and Policy (DHCFP) this has caused the rate of uninsured people to drop from 6% in 2006 to 2% in 2013. At the same time, the rate of privately insured people has remained steady at 4.4 million or approximately 67% of the population, with the remaining 29% enrolled in public plans. In contrast, in 2015, 70.3 percent of the Retreat's funding came from public sources-21.2 percent from Medicare, 27.6 percent from adult Medicaid / State programs and 21.5% from child and adolescent residential funding or Medicaid. The Retreat is therefore treating a higher proportion of people receiving Medicare or Medicaid than the rates of public and private insurance might suggest. Part VI, Line 5: Morningside Shelter (Groundworks Collaborative), Brattleboro Area Chamber of Commerce, So VT Riding Center and Turning Point - Monthly use of conference room for board meetings.ALANON - Weekly use of East Conference RoomAA - Weekly use of CafeteriaState of Vermont, CHNA Focus Groups, Town Local Emergency Management Committee, DUI Victim Impact Meetings - Quarterly use of conference rooms.Wellness in Windham Health Festival - Presented by Brattleboro Memorial Hospital, Grace Cottage Hospital and the Brattleboro Retreat, the Wellness in Windham Health Festival is an annual health event for residents of Windham County and surrounding communities. Festival exhibitors and performers share useful health & wellness information and lead demonstrations to help individuals and families lead healthier, more active lives.Weekly Radio Show - Discusses Mental Health issues.Midwinter Lunch Series - A series of 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 8 - 10 free community workshops per year as part of the Wellness in Windham Health Education program. Brattleboro Last Night, Strolling of the Heifers, and Brattleboro Ski Jump Event - All use our facility for annual Events. They use our grounds for the events as well as parking, tents, Facilities & Security Staff.Cafeteria & Conference Room - Facility used for meetings by 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. 1 United Way of Windham County PO Box 617 Brattleboro VT 053020617 036003074 501(c)(3) 19915 Organizational Support 1 0 Part I, Line 2: Grants and other assistance payments are made only to 501(c)(3) organizations or governmental entities. Therefore, additional monitoring is not deemed necessary. X 0 0 0 0 0 0 0 1 0 Robert E Simpson Jr President & CEO 326354 0 32000 0 99707 0 10200 0 25342 0 493603 0 0 0 Steven Monette Treasurer/VP Finance & CFO 179137 0 0 0 722 0 0 0 15871 0 195730 0 0 0 Frederick Engstrom Chief Medical Officer 256858 0 4572 0 4076 0 8374 0 29868 0 303748 0 0 0 Robyn Ostrander Senior Medical Director 254279 0 4572 0 285 0 9600 0 28860 0 297596 0 0 0 Mark McGee Physician Unit Chief 235834 0 0 0 291 0 9085 0 25642 0 270852 0 0 0 Debra McQuade Staff Psychiatrist 242429 0 0 0 2140 0 4612 0 17829 0 267010 0 0 0 Lance Thigpen Staff Psychiatrist 227358 0 0 0 261 0 5794 0 22945 0 256358 0 0 0 Part I, Line 7 The bonus payments listed in Part II were made as part of the Retreat's Variable Pay Plan. The Plan was approved by the Board of Trustees as were the payment amounts which were based on the extent to which pre-approved goals were met. The Board sets a maximum for the CEO and also a maximum as a pool for the other executives. The CEO has the discretion on how that pool is distributed to the other executives. A Vermont Educational and Health Buildings Financing Agency 237154467 2015-07-15 11245000 Refund Series 2011A Bonds 0 0 0 A 11245000 97745 11147255 2015 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 1 0 0 0 0 0 0 A 0 Form 990, Part VI, Section B, line 11 The Governing Body will receive the prepared 990 electronically for their review prior to filing the return, followed by a presentation at their next full board meeting. Form 990, Part VI, Section B, line 12c Annually Board Members complete the document entitled "Brattleboro Retreat Questionnaire on Conflict of Interest". They are required to revise it during the course of the year if anything changes. Form 990, Part VI, Section B, line 15 The Board Compensation Committee reviews comparative data for the CEO. The CEO does review benchmarking/comparative data for VPs and other key employees. Form 990, Part VI, Section C, line 19 All governing documents, conflict of interest policy, and audited financial statements are available upon request Form 990, Part X, Line 10; Land, Building, and Equipment Section 1.263(a)-3(n) Election: Brattleboro Retreat 1 Anna Marsh Lane Brattleboro, VT 05302 EIN 03-0107360 Brattleboro Retreat is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part VI, Line 16: Brattleboro Retreat invested in the Vermont Collaborative Care, LLC with Catamount Insurance Services, Inc. which is a wholly-owned subsidiary of Blue Cross and Blue Shield of Vermont, a non-for-profit organization.