2025-10-29T07:36:40-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-01-01 030107360 Brattleboro Retreat BRAT 8022577785 22 Anna Marsh Lane Brattleboro VT 05302 Jill Meschke CFO 8022577785 2025-10-27 1 1 Joseph R Byrne P01289281 2077752387 2025-10-27 2024 2025-03-06 01:10:19Z X Steven Cummings 22 Anna Marsh Lane Brattleboro VT 05302 97532688 0 X www.brattlebororetreat.org X 1834 VT Offering a continuum of care including Inpatient, Partial Hospitalization, Residential and Outpatient. 15 13 657 13 0 0 581045 228600 97284097 94730616 479822 792259 -92705 -260297 98252259 95491178 500 15045 0 0 44176354 54357899 36000 36000 36000 45867140 39993678 90079994 94402622 8172265 1088556 60411408 59365489 20503242 18351164 39908166 41014325 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 and psychological trauma. 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 76208577 15045 94773881 Offering a full continuum of care including inpatient and partial hospitalization, residential care for children, intensive outpatient services for adults, and traditional outpatient treatment for children, adolescents, and adults.Patient Days: Inpatient: 32,945, Partial: 5,053, Residential: 2,689, Outpatient: 25,181 76208577 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 51 0 1 657 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 VT X Jill Meschke 8022583716 22 Anna Marsh Lane Brattleboro VT 05301 Thomas Huebner Board Chair 1.00 0.00 X X 0 0 0 Justin Johnson Vice Chair 1.00 0.00 X X 0 0 0 Joseph Pyle Secretary 1.00 0.00 X X 0 0 0 Julie Potter Assistant Secretary 1.00 0.00 X X 0 0 0 Wichie Artu Trustee 1.00 0.00 X 0 0 0 Elizabeth Catlin Trustee 1.00 0.00 X 0 0 0 Judi Fox Trustee 1.00 0.00 X 0 0 0 Kristan Outwater MD Trustee 1.00 0.00 X 0 0 0 Drew Pate MD Trustee 1.00 0.00 X 0 0 0 Christopher Turley Trustee 1.00 0.00 X 0 0 0 Julie Vieth MD Trustee 1.00 0.00 X 0 0 0 Thomas Borys Trustee 1.00 0.00 X 0 0 0 Sara King Trustee 1.00 0.00 X 0 0 0 Linda C Rossi Past CEO 40.00 0.00 X X 248441 0 2113 Steven Cummings President/CEO 40.00 0.00 X X 364588 0 20629 Jill Meschke Treasurer/Chief Financial Officer 40.00 0.00 X X 252701 0 26245 Karl Jeffries Chief Medical Officer 40.00 0.00 X 523619 0 50167 Amelia Shillingford VP Patient Care/CNO 40.00 0.00 X 246765 0 23265 Lisa Lambert Medical Director of Inpatient Svcs. 40.00 0.00 X 461691 0 10515 Jarred C Zucker Staff Psychiatrist 40.00 0.00 X 409938 0 42001 Elizabeth H Joseph Staff Psychiatrist 40.00 0.00 X 302151 0 36004 Rachael E Kandath Staff Psychiatrist 40.00 0.00 X 295987 0 23049 Lance B Thigpen Medical Director of Outpatient Svcs. 40.00 0.00 X 291411 0 34871 3397292 0 268859 109 0 1 0 AHSA LLC PO Box 1928 Edmond OK 73083 Contract Labor - Traveling Nurses 19760184 Sodexo PO Box 360170 Pittsburgh PA 152516170 Food/Housekeeping Services 3780979 GPI Contruction Inc 436 Canal Street Suite 101 Brattleboro VT 05301 Construction 1263692 Netsmart Technologies Inc PO Box 713519 Philadelphia PA 19171 Information Technology 1028403 Barton Associates 300 Jubilee Drive Peabody MA 01960 Contract Labor, Physicians 782387 40 110310 118290 228600 Patient Service Revenue 623990 148773913 148773913 Miscellaneous 900099 1083894 835996 247898 MSO Revenue 623990 140946 140946 Contractual/Char. Adj. 623990 -55268137 -55268137 94730616 759738 759738 377501 681063 -303562 -303562 -303562 1392968 1360447 32521 32521 32521 Joint Venture Earnings 900099 43265 43265 43265 95491178 94525983 0 736595 X 15045 15045 1758534 843817 914717 41597908 34352934 7244974 569163 469472 99691 7424453 6050562 1373891 3007841 2443570 564271 97045 97045 119400 119400 36072 36072 36000 36000 22626 22626 23145564 20312128 2833436 43351 43351 103593 77005 26588 2703435 2703435 2527475 2070424 457051 105318 60741 44577 303365 162748 140617 2149862 1181067 968795 1060625 1060625 Provider Tax 3353568 3353568 Miscellaneous Expenses 1858184 1361737 496447 Medical Supplies 1208692 1207645 1047 Meals 1155503 1142138 13365 94402622 76208577 18158045 36000 X 1365 1065 18695115 14140339 1627760 5156247 124527 143266 1143416 1366102 69628537 49222421 20806402 20406116 7452166 7456926 646338 729271 1576540 1096214 8337779 8869943 60411408 59365489 8493432 10526680 7776603 6857881 168979 68732 4064228 897871 20503242 18351164 X 38166969 39750576 1741197 1263749 39908166 41014325 60411408 59365489 1088556 17603 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 50462 50462 0 Part II-B, Line 1: Line 1b relates to a portion of MSO VP's salary in the amount of $2,356. Line 1i includes the portion of AHA and VAHHS dues related to lobbying and the portion of lobbying expenses paid to MMR, a lobbying firm. 3467119 158843 3625962 3279650 187469 3467119 3636809 -357159 3279650 3686428 -49619 3636809 4965555 -1279127 3686428 1.00000 0.00000 0.00000 0 0 120033 120033 54583465 36823650 17759815 12321059 10310552 2010507 2603980 2088219 515761 20406116 Cash Surrender Value of Life Insurance Policies and Annuity Contracts 480735 Due from Third-Party Payors 6264208 Insurance Proceeds Receivable 2125000 8869943 Deferred Provider Relief Funds 105764 Operating Lease Liabilities 792107 897871 96167112 17603 681063 698666 95468446 22626 106 22732 95491178 95060953 681063 681063 94379890 22626 106 22732 94402622 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 681,063. Part XI, Line 4b - Other Adjustments: Loss on Disposal of Asset 106. Part XII, Line 2d - Other Adjustments: Rental Expenses 681,063. Part XII, Line 4b - Other Adjustments: Loss on Disposal of Asset 106. X X X X X 1 Robert Szpila 140 Guilford St Brattleboro VT 05301 Development 0 146126 36000 110126 146126 36000 110126 VT 1 1 1 X 250.000000000000 1 X 1 1 1 0 1 1 4081346 4081346 0.04320 2695598 1900709 794889 0.00840 6776944 1900709 4876235 0.05160 995594 995594 0.01050 291848 291848 0.00310 33244221 31541353 1702868 0.01800 15045 15045 0.00020 34546708 31541353 3005355 0.03180 41323652 33442062 7881590 0.08340 1 15483117 21415495 -5932378 X 1 1 1 1 Brattleboro Retreat 22 Anna Marsh Lane Brattleboro VT 05301 www.brattlebororetreat.org 939 X Brattleboro Retreat 1 0 0 1 X X X X X X X X X 24 1 1 0 1 X www.brattlebororetreat.org/info X 1 24 1 www.brattlebororetreat.org/info 1 0 1 X 250.000000000000 400.000000000000 X X 1 1 X X X 1 X https://www.brattlebororetreat.org/financial-assistance X https://www.brattlebororetreat.org/financial-assistance X https://www.brattlebororetreat.org/financial-assistance X X X X X X 1 X 0 X X X X 1 X 0 0 Brattleboro Retreat Part V, Section B, Line 5: The Retreat conducted a Community Health Needs Assessment in 2024. This assessment was conducted in collaboration with Grace Cottage Family Health & Hospital, Brattleboro Memorial Hospital, and the Vermont Department of Health. In November 2023, the Windham County CHNA Steering Committee was formed and began meeting regularly, convening at least monthly over the next ten months to guide the assessment process. Data collection occurred from January to June 2024, with CHNA surveys available online from mid-April to mid-June. The survey link was widely distributed through local organizations and social media channels to ensure broad community engagement. The survey received 524 responses, providing valuable insights into the health needs and concerns of Windham County residents.This report consists of five primary sources of information: - Demographic, geographic, economic, and population health data gathered on Windham County residents from a variety of sources, accessed through the Vermont Department of Health's online databank - Community Health Needs Assessment Survey results - Completed questionnaires submitted by social service agencies representing unique and underserved populations of Windham County residents, including translated into - Group discussion and clinical experience of Brattleboro Retreat healthcare providers and leadership - Focus groups conducted with four specific communities: BIPOC-identified individuals, the unhoused community, the LGBTQIA+ community, and the New Vermonters (immigrant) community The 2024 CHNA Steering Committee made significant efforts to assure that the needs and concerns of all segments of the Windham County population were heard, as described in survey efforts above. Additionally, representatives of nine social service agencies and non-profit groups who were asked to identify the needs of the people in the communities they serve, their barriers to achieving good health and well-being, and the resources available in the community to address their needs and barriers.Brattleboro Retreat Leadership considered the report in its entirety, and has adopted a detailed implementation plan that addresses these five main areas of focus and priority: - Enhance Mental Health Services for Youth and Families - Address Health Disparities and Promoting Health Equity - Foster Community Collaboration and Integration of Care - Improving Community Awareness and Reducing Stigma Related to Mental Health - Increase access to Care by Reducing Barriers to CareThe full and complete report can be found at: https://www.brattlebororetreat.org/wp-content/uploads/2025/02/2024-Community-Health-Needs-Assessment.pdf Brattleboro Retreat Part V, Section B, Line 6a: Brattleboro Memorial Hospital, Grace Cottage Hospital, and Vermont Dept. Of Health Brattleboro Retreat Part V, Section B, Line 11: See attached implementation plan.https://www.brattlebororetreat.org/wp-content/uploads/2025/05/2025-2027-CHNA-Implementation-Plan-1.pdf Part II, Community Building Activities: Anna Hunt Marsh founded the Brattleboro Retreat in 1834 with the hope of advancing the care and treatment of people with mental illness. She was a prominent resident of Hinsdale and the region's most successful woman at that time. The Retreat continues to honor her vision today by encouraging young people to enter the field of healthcare with the Anna Hunt Marsh Scholarship, awarded by nearby Hinsdale High School, in Hinsdale, NH.Additionally, the Retreat supports a variety of other community programs. Part III, Line 4: See Pages 9-12 of audited financial statements for footnote disclosure. 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: The Brattleboro Retreat uses a variety of mechanisms other than the CHNA process to continuously assess the healthcare needs of the community that we serve: - Atlases and dashboards collected and distributed by Vermont Dept. of Health: https://www.healthvermont.gov/stats/public-health-gis/atlases-and-dashboards - Hospital Report Card Processes, which gives information from hospitals and healthcare systems around the State: https://www.healthvermont.gov/systems/hospitals-health-systems/hospital-report-cards - The Hospital's Strategic Planning Process that involves Board and Executive Leadership evaluating community needs and the Retreat's response to these - Formal and informal sources of information from local, statewide and national member organizations such as the Downtown Business Alliance, The Brattleboro Chamber of Commerce, One Brattleboro (which focused on the intersection of public health and public safety), the Vermont Association of Hospitals and Healthcare Systems (https://www.vahhs.org/data), and the National Council on Mental Wellbeing - Review of needs assessments from hospitals and other agencies, such as Community Mental Health Agencies - Periodic use of consultants to better understand the healthcare needs of the communities served.In 2024, the Brattleboro Retreat served 2,711 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; especially as fewer and fewer healthcare organizations choose to offer a full continuum of mental health and addiction care services. 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 2024 the Brattleboro Retreat served 1,236 individuals in our outpatient programs. Eighteen children were served in our residential program and 514 children and adolescents were served across all programs. The Retreat continued to meet the need for quality psychiatric and addiction care coupled with an ongoing trend of higher inpatient acuity by strengthening its clinical expertise. This included the continued roll out of evidence-based practices throughout the hospital's programs along with an expansion of required clinical skills trainings involving both psychiatric and co-morbid medical conditions offered through the Retreat's Clinical Education department.The Retreat also continued to make important strides forward in improving its financial systems with the goal of strengthening cash flows and establishing a more predictable operating margin.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 & Financial Information:In 2024 the Brattleboro Retreat spent approximately $1.4 million on capital improvements. The depreciation schedule was $2.2 million. As a private not for profit organization, copies of the strategic plan are not publicly available. Part VI, Line 3: At the time of admission, patients receive counseling about 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 an estimated population of 11,332. The estimated population for Windham County is 45,905 (U.S. Census, 2020). The state of Vermont has an estimated population of 643,077. (U.S. Census estimate, 2022).Windham County, like the state of Vermont, has experienced steady but modest population growth compared to national trends. Between 2010 and 2022, the U.S. population grew by 7.7%, while Vermont's population increased by 3.4%, with Windham County close behind at 3.0%.Between 2017 and 2023, the county's population increased by 3,097, driven by a variety of factors, including a heightened interest in rural living during and after the COVID-19 pandemic. This period saw an influx of individuals relocating from densely populated urban areas to quieter, more spacious communities like those in Windham County. In addition to domestic migration, Windham County has welcomed a growing number of refugees, particularly following significant global events such as the fall of Kabul in 2021. In 2022, nearly 100 Afghan refugees resettled in Southern Vermont, contributing to a total of over 250 refugees in the region by 2024.Windham County's population trends between 2010 and 2022 reflect both growth and fluctuations. The county experienced population increases in only two out of the twelve years, with its largest annual increase of 8.6% occurring between 2019 and 2020. The most significant decline, a 1.1% decrease, happened between 2018 and 2019. On average, Windham County's population grew by 0.3% annually during this period. The demographic composition of Windham County has also evolved. By 2022, the county was more diverse than in 2010. The white (non-Hispanic) population decreased from 94.2% to 92.3% of the total population, while the Hispanic/Latino population saw the largest increase, rising by 0.8 percentage points to 2.7%. These shifts reflect broader trends of increasing diversity in the region.In 2022, 12.6% of the county's population lived below the poverty line, matching the national average for that year. A periodic Vermont Department of Health survey (2021 data, most recent available) found that a record number of Vermonters have some form of health insurance, with nearly half (49%) covered by private health insurance, 24% enrolled in Medicaid, and 21% in Medicare.26 Vermonters by Types of Health Insurance Coverage 3% 3% 21% 24% Private Medicaid 49% Medicare Military Of the nearly 70,000 Vermonters who lost their jobs or were furloughed due to the COVID-19 pandemic, the vast majority reported that they were able to maintain health insurance coverage (84%). Of those who maintained coverage, more than one in three (36%) enrolled in Medicaid, while None 30% were covered by a spouse or parent, 12% utilized COBRA, and 9% signed up through the state's health insurance marketplace, Vermont Health Connect.27 Data from both the 2018 and 2021 surveys shows that Vermont's population is currently at its lowest recorded level of uninsured since the surveys began in 2000.The Retreat plays a vital role as a large provider of mental health services, providing a comprehensive mental health continuum of care for adults, children, and adolescents. Its inpatient services provide 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 to its multiple adult psychiatric units, the Retreat operates the only inpatient services for children and adolescents in the State of Vermont. At the residential level of care, the Retreat also provides services to children age 6 to 14 in its Abigail Rockwell Children's Center program. In addition, the Retreat provides an array of outpatient services to people in the local area. These services include outpatient psychotherapy, medication management, as well as shorter-term intensive programs such as partial hospital and intensive outpatient levels of care. The Retreat additionally has specialty outpatient programs, offering Transcranial Magnetic Stimulation (TMS), and esketamine treatments for those with treatment-resistant depression (TRD). The Brattleboro Retreat is the only private mental health and 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. 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. 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 other states. The demographics of income, race, poverty etc., vary greatly across the catchment area and are therefore difficult to characterize. In 2024, 81 percent of the Retreat's funding came from public sources -18 percent from Medicare and 63 percent from Medicaid/State programs. Part VI, Line 6: Vermont Program for Quality in Healthcare-provides advocacy for access to health-care services in Vermont. X 0 1 X X 0 0 0 0 0 0 0 1 0 Karl Jeffries Chief Medical Officer 457635 0 0 0 65984 0 10350 0 39817 0 573786 0 0 0 Lisa Lambert Medical Director of Inpatient Svcs. 448549 0 12400 0 742 0 10350 0 165 0 472206 0 0 0 Jarred C Zucker Staff Psychiatrist 398979 0 10680 0 279 0 10350 0 31651 0 451939 0 0 0 Steven Cummings President/CEO 360221 0 0 0 4367 0 6001 0 14628 0 385217 0 0 0 Elizabeth H Joseph Staff Psychiatrist 293169 0 8310 0 672 0 9271 0 26733 0 338155 0 0 0 Lance B Thigpen Medical Director of Outpatient Svcs. 282189 0 8550 0 672 0 4527 0 30344 0 326282 0 0 0 Rachael E Kandath Staff Psychiatrist 287571 0 8160 0 256 0 9003 0 14046 0 319036 0 0 0 Jill Meschke Treasurer/Chief Financial Officer 252455 0 0 0 246 0 4755 0 21490 0 278946 0 0 0 Amelia Shillingford VP Patient Care/CNO 246550 0 0 0 215 0 7618 0 15647 0 270030 0 0 0 Linda C Rossi Past CEO 169267 0 0 0 79174 0 2113 0 0 0 250554 0 0 0 Part I, Line 1a During calendar year 2024, Linda Rossi, Past CEO, and Karl Jeffries, Chief Medical Officer each received a housing allowance which is included as part of their taxable compensation. Part I, Line 1b The Board of Directors approved the housing allowances provided by the Organization. Part I, Line 7 During 2024, Lisa Lambert, Jarred Zucker, Elizabeth Joseph, Rachael Kandath and Lance Thigpen were awarded bonuses based on performance and due to lack of pay raise in the calendar year. A Vermont Educational and Health Buildings Financing Agency 237154467 2015-07-15 11245000 Refund Series 2011A Bonds 0 0 0 A 4381753 11245000 97745 11147255 2015 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 1 Date Rebate Computation Performed Issuer Name: Vermont Educational and Health Buildings Financing Agency Date the Rebate Computation was Performed: 12/01/2024 Form 990, Part VI, Section B, line 11b The Governing Body will receive the prepared 990 electronically for their review and approval 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 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 their 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 Head of the service/department with authority 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 themself ineligible to vote on the grounds of conflict of interest. In cases where conflict of interest is not clearly apparent, or when such conflict is not declared by a person who in the opinion of other members has potential conflict, the conflict of interest issue may be brought before the body who will vote on such issue to determine whether or not a conflict of interest exists. I. Should there become known, at any time, a conflict of interest between any member of the Governing Body, medical staff, hospital personnel or other healthcare providers and the hospital or any of its agents, the individual(s) may excuse himself/herself from discussions and/or determinations with the identified healthcare provider(s). J. All members of the Governing Body, medical staff and hospital personnel have the responsibility and obligation, if there is such a time as it is discovered; that due to a fiduciary relationship, care of any patient may be compromised or may not be delivered within the known standard of care; to notify the Chief Executive Officer of the Brattleboro Retreat immediately upon identification of this issue. Form 990, Part VI, Section B, line 15 The Board Compensation Committee reviews comparative data for the CEO. The CEO does review benchmarking/comparative data for VPs and other key employees. Form 990, Part VI, Section C, line 19 All governing documents, conflict of interest policy, and audited financial statements are available upon request. Form 990, Part IX, line 11g Clinical Services: Program service expenses 458,625. Management and general expenses 105,910. Fundraising expenses 0. Total expenses 564,535. Contract Services: Program service expenses 19,853,315. Management and general expenses 1,845,184. Fundraising expenses 0. Total expenses 21,698,499. Consulting Fees: Program service expenses 150. Management and general expenses 882,333. Fundraising expenses 0. Total expenses 882,483. Collection Fees: Program service expenses 38. Management and general expenses 9. Fundraising expenses 0. Total expenses 47. Form 990, Part X, Line 10; Land, Building, and Equipment Section 1.263(a)-3(n) Election: Brattleboro Retreat 22 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. Vermont Collaborative Care LLC PO Box 186 Montpelier VT 056010186 462187169 Care Management Services VT Brattleboro Retreat Related 82933 757814 0 1 0.50000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0