Totals
- Total revenue
- $95,491,178
- Total expenses
- $94,402,622
- Contributions and grants received
- $228,600
- Grants paid
- $15,045
- Program service revenue
- $94,730,616
- Investment income
- $792,259
- Other revenue
- -$260,297
- Total assets, end of year
- $59,365,489
- Total liabilities, end of year
- $18,351,164
- Net assets or fund balances, end of year
- $41,014,325
- Program services expenses (Part IX)
- $76,208,577
- Management and general expenses
- $18,158,045
- Fundraising expenses
- $36,000
- Program service expenses (Part III)
- $76,208,577
Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$110,310
-
1f · All other contributions, gifts and grants
$118,290
-
2a · Program service revenue: Patient Service Revenue
total $148,773,913 · related or exempt $148,773,913
-
2b · Program service revenue: Miscellaneous
total $1,083,894 · related or exempt $835,996 · excluded $247,898
-
2c · Program service revenue: MSO Revenue
total $140,946 · related or exempt $140,946
-
2d · Program service revenue: Contractual/Char. Adj.
total -$55,268,137 · related or exempt -$55,268,137
-
3 · Investment income
total $759,738 · excluded $759,738
-
6a · Gross rents
real property $377,501
-
6b · Less rental expenses
real property $681,063
-
6c · Rental income or loss
real property -$303,562
-
6d · Net rental income or loss
total -$303,562 · excluded -$303,562
-
7a · Gross sales of assets other than inventory
securities $1,392,968
-
7b · Less cost or other basis and sales expenses
securities $1,360,447
-
7c · Gain or loss
securities $32,521
-
7d · Net gain or loss
total $32,521 · excluded $32,521
-
11a · Other revenue: Joint Venture Earnings
total $43,265 · related or exempt $43,265
-
11e · Other revenue, total
$43,265
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $15,045 · program services $15,045
-
5 · Compensation of officers, directors and key employees
total $1,758,534 · program services $843,817 · management and general $914,717
-
7 · Other salaries and wages
total $41,597,908 · program services $34,352,934 · management and general $7,244,974
-
8 · Pension plan contributions
total $569,163 · program services $469,472 · management and general $99,691
-
9 · Other employee benefits
total $7,424,453 · program services $6,050,562 · management and general $1,373,891
-
10 · Payroll taxes
total $3,007,841 · program services $2,443,570 · management and general $564,271
-
11b · Fees: legal
total $97,045 · management and general $97,045
-
11c · Fees: accounting
total $119,400 · management and general $119,400
-
11d · Fees: lobbying
total $36,072 · management and general $36,072
-
11e · Fees: professional fundraising services
total $36,000 · fundraising $36,000
-
11f · Fees: investment management
total $22,626 · management and general $22,626
-
11g · Fees: other
total $23,145,564 · program services $20,312,128 · management and general $2,833,436
-
12 · Advertising and promotion
total $43,351 · program services $43,351
-
13 · Office expenses
total $103,593 · program services $77,005 · management and general $26,588
-
14 · Information technology
total $2,703,435 · management and general $2,703,435
-
16 · Occupancy
total $2,527,475 · program services $2,070,424 · management and general $457,051
-
17 · Travel
total $105,318 · program services $60,741 · management and general $44,577
-
20 · Interest
total $303,365 · program services $162,748 · management and general $140,617
-
22 · Depreciation, depletion and amortization
total $2,149,862 · program services $1,181,067 · management and general $968,795
-
23 · Insurance
total $1,060,625 · program services $1,060,625
-
24a · Other expenses: Provider Tax
total $3,353,568 · program services $3,353,568
-
24b · Other expenses: Miscellaneous Expenses
total $1,858,184 · program services $1,361,737 · management and general $496,447
-
24c · Other expenses: Medical Supplies
total $1,208,692 · program services $1,207,645 · management and general $1,047
-
24d · Other expenses: Meals
total $1,155,503 · program services $1,142,138 · management and general $13,365
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,365 · end of year $1,065
-
2 · Savings and temporary cash investments
beginning of year $18,695,115 · end of year $14,140,339
-
4 · Accounts receivable
beginning of year $1,627,760 · end of year $5,156,247
-
8 · Inventories for sale or use
beginning of year $124,527 · end of year $143,266
-
9 · Prepaid expenses and deferred charges
beginning of year $1,143,416 · end of year $1,366,102
-
10a · Land, buildings and equipment: cost or other basis
$69,628,537
-
10b · Land, buildings and equipment: accumulated depreciation
$49,222,421
-
10c · Land, buildings and equipment, net
beginning of year $20,806,402 · end of year $20,406,116
-
11 · Investments: publicly traded securities
beginning of year $7,452,166 · end of year $7,456,926
-
12 · Investments: other securities
beginning of year $646,338 · end of year $729,271
-
14 · Intangible assets
beginning of year $1,576,540 · end of year $1,096,214
-
15 · Other assets
beginning of year $8,337,779 · end of year $8,869,943
-
17 · Accounts payable and accrued expenses
beginning of year $8,493,432 · end of year $10,526,680
-
20 · Tax-exempt bond liabilities
beginning of year $7,776,603 · end of year $6,857,881
-
23 · Secured mortgages and notes payable
beginning of year $168,979 · end of year $68,732
-
25 · Other liabilities
beginning of year $4,064,228 · end of year $897,871
-
27 · Net assets without donor restrictions
beginning of year $38,166,969 · end of year $39,750,576
-
28 · Net assets with donor restrictions
beginning of year $1,741,197 · end of year $1,263,749
Mission and programs · 2024
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 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.
Activities or mission (Part I)
Offering a continuum of care including Inpatient, Partial Hospitalization, Residential and Outpatient.
-
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
Expenses $76,208,577 · Grants $15,045 · Revenue $94,773,881
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Thomas Huebner
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Justin Johnson
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Pyle
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Julie Potter
Assistant Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Wichie Artu
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Catlin
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Judi Fox
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kristan Outwater MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Drew Pate MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Christopher Turley
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Julie Vieth MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Borys
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sara King
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Linda C Rossi
Past CEO
- Total calculated
- $250,554
- From this org
- $248,441
- From related orgs
- $0
- Other
- $2,113
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,267
- Bonus
- $0
- Other
- $79,174
- Deferred
- $2,113
- Nontaxable benefits
- $0
- Filer's total
- $250,554
-
Steven Cummings
President/CEO
- Total calculated
- $385,217
- From this org
- $364,588
- From related orgs
- $0
- Other
- $20,629
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $360,221
- Bonus
- $0
- Other
- $4,367
- Deferred
- $6,001
- Nontaxable benefits
- $14,628
- Filer's total
- $385,217
-
Jill Meschke
Treasurer/Chief Financial Officer
- Total calculated
- $278,946
- From this org
- $252,701
- From related orgs
- $0
- Other
- $26,245
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,455
- Bonus
- $0
- Other
- $246
- Deferred
- $4,755
- Nontaxable benefits
- $21,490
- Filer's total
- $278,946
-
Karl Jeffries
Chief Medical Officer
- Total calculated
- $573,786
- From this org
- $523,619
- From related orgs
- $0
- Other
- $50,167
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $457,635
- Bonus
- $0
- Other
- $65,984
- Deferred
- $10,350
- Nontaxable benefits
- $39,817
- Filer's total
- $573,786
-
Amelia Shillingford
VP Patient Care/CNO
- Total calculated
- $270,030
- From this org
- $246,765
- From related orgs
- $0
- Other
- $23,265
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,550
- Bonus
- $0
- Other
- $215
- Deferred
- $7,618
- Nontaxable benefits
- $15,647
- Filer's total
- $270,030
-
Lisa Lambert
Medical Director of Inpatient Svcs.
- Total calculated
- $472,206
- From this org
- $461,691
- From related orgs
- $0
- Other
- $10,515
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $448,549
- Bonus
- $12,400
- Other
- $742
- Deferred
- $10,350
- Nontaxable benefits
- $165
- Filer's total
- $472,206
-
Jarred C Zucker
Staff Psychiatrist
- Total calculated
- $451,939
- From this org
- $409,938
- From related orgs
- $0
- Other
- $42,001
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $398,979
- Bonus
- $10,680
- Other
- $279
- Deferred
- $10,350
- Nontaxable benefits
- $31,651
- Filer's total
- $451,939
-
Elizabeth H Joseph
Staff Psychiatrist
- Total calculated
- $338,155
- From this org
- $302,151
- From related orgs
- $0
- Other
- $36,004
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $293,169
- Bonus
- $8,310
- Other
- $672
- Deferred
- $9,271
- Nontaxable benefits
- $26,733
- Filer's total
- $338,155
-
Rachael E Kandath
Staff Psychiatrist
- Total calculated
- $319,036
- From this org
- $295,987
- From related orgs
- $0
- Other
- $23,049
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $287,571
- Bonus
- $8,160
- Other
- $256
- Deferred
- $9,003
- Nontaxable benefits
- $14,046
- Filer's total
- $319,036
-
Lance B Thigpen
Medical Director of Outpatient Svcs.
- Total calculated
- $326,282
- From this org
- $291,411
- From related orgs
- $0
- Other
- $34,871
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,189
- Bonus
- $8,550
- Other
- $672
- Deferred
- $4,527
- Nontaxable benefits
- $30,344
- Filer's total
- $326,282
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 2 · Substantiation required before reimbursing expenses
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 1b · Written policy on the line-1a expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Vermont Collaborative Care LLC
Related · Care Management Services · VT · 50% owned · share of income $82,933 · share of assets $757,814 · general or managing partner
Directly controlled by Brattleboro Retreat
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 27 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513029349300016
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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