Nonprofit · EIN 03-0107360
BRATTLEBORO RETREAT
Tax-exempt · DUMMERSTON, VT 05301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $95,491,178 | $94,402,622 | $1,088,556 | $59,365,489 | $18,351,164 | $41,014,325 |
| December 31, 2023 | 990 | $98,252,259 | $90,079,994 | $8,172,265 | $60,411,408 | $20,503,242 | $39,908,166 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $228,600
- of which government grants
- $110,310
- Program service revenue
- $94,730,616
- Investment income
- $792,259
- Net rental income
- -$303,562
- Net gain from sales of assets
- $32,521
- Other revenue
- -$260,297
Expenses
- Grants and similar amounts paid
- $15,045
- Compensation of officers, directors and key employees
- $1,758,534
- Other salaries and wages
- $41,597,908
- Salaries, compensation and benefits (total)
- $54,357,899
- Professional fundraising fees
- $36,000
- Legal fees
- $97,045
- Accounting fees
- $119,400
- Occupancy
- $2,527,475
- Travel
- $105,318
- Depreciation
- $2,149,862
- Program services (functional)
- $76,208,577
- Management and general (functional)
- $18,158,045
- Fundraising (functional)
- $36,000
Balance sheet and other
- Total assets, start of year
- $60,411,408
- Total assets, end of year
- $59,365,489
- Total liabilities, end of year
- $18,351,164
- Net assets, end of year
- $41,014,325
- Land, buildings and equipment
- $20,406,116
- Publicly traded securities
- $7,456,926
- Net assets without donor restrictions
- $39,750,576
- Net assets with donor restrictions
- $1,263,749
- Gross receipts
- $97,532,688
- Employees
- 657
- Volunteers
- 13
- Year formed
- 1834
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Karl Jeffries | Chief Medical Officer Key employee | 40 | $523,619 | $50,167 |
| Lisa Lambert | Medical Director of Inpatient Svcs. Highest-paid employee | 40 | $461,691 | $10,515 |
| Jarred C Zucker | Staff Psychiatrist Highest-paid employee | 40 | $409,938 | $42,001 |
| Steven Cummings | President/CEO Trustee or director, Officer | 40 | $364,588 | $20,629 |
| Elizabeth H Joseph | Staff Psychiatrist Highest-paid employee | 40 | $302,151 | $36,004 |
| Lance B Thigpen | Medical Director of Outpatient Svcs. Highest-paid employee | 40 | $291,411 | $34,871 |
| Rachael E Kandath | Staff Psychiatrist Highest-paid employee | 40 | $295,987 | $23,049 |
| Jill Meschke | Treasurer/Chief Financial Officer Trustee or director, Officer | 40 | $252,701 | $26,245 |
| Amelia Shillingford | VP Patient Care/CNO Key employee | 40 | $246,765 | $23,265 |
| Linda C Rossi | Past CEO Trustee or director, Officer | 40 | $248,441 | $2,113 |
| Thomas Huebner | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Justin Johnson | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Joseph Pyle | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Julie Potter | Assistant Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Wichie Artu | Trustee Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Catlin | Trustee Trustee or director | 1 | $0 |
| Judi Fox | Trustee Trustee or director | 1 | $0 |
| Kristan Outwater MD | Trustee Trustee or director | 1 | $0 |
| Drew Pate MD | Trustee Trustee or director | 1 | $0 |
| Christopher Turley | Trustee Trustee or director | 1 | $0 |
| Julie Vieth MD | Trustee Trustee or director | 1 | $0 |
| Thomas Borys | Trustee Trustee or director | 1 | $0 |
| Sara King | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Karl Jeffries | Chief Medical Officer Key employee | 40 | $488,922 | $52,838 |
| Lisa Lambert | Medical Director of Inpatient Svcs. Highest-paid employee | 40 | $475,880 | $9,900 |
| Linda C Rossi | CEO Trustee or director, Officer | 40 | $425,105 | $4,177 |
| Jarred C Zucker | Staff Psychiatrist Highest-paid employee | 40 | $369,812 | $27,122 |
| Elizabeth H Joseph | Staff Psychiatrist Highest-paid employee | 40 | $284,051 | $35,133 |
| William King | Past Interim CFO Officer | 40 | $313,062 | $0 |
| Lance B Thigpen | Medical Director of Outpatient Svcs. Highest-paid employee | 40 | $273,266 | $30,417 |
| Rachael E Kandath | Staff Psychiatrist Highest-paid employee | 40 | $272,209 | $19,801 |
| Amelia Shillingford | VP Patient Care/CNO Key employee | 40 | $248,566 | $22,405 |
| Jill Meschke | Treasurer/Chief Financial Officer Trustee or director, Officer | 40 | $158,170 | $2,260 |
| Thomas Huebner | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Justin Johnson | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Joseph Pyle | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Judi Fox | Assistant Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Wichie Artu | Trustee Trustee or director | 1 | $0 | $0 |
| Elizabeth Catlin | Trustee Trustee or director | 1 | $0 | $0 |
| Kristan Outwater MD | Trustee Trustee or director | 1 | $0 | $0 |
| Drew Pate MD | Trustee Trustee or director | 1 | $0 | $0 |
| Julie Potter | Trustee Trustee or director | 1 | $0 | $0 |
| Christopher Turley | Trustee Trustee or director | 1 | $0 | $0 |
| Julie Vieth MD | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 22 ANNA MARSH LN, DUMMERSTON, VT 05301-3292
- Principal officer (990 for 2024)
- Steven Cummings, 22 Anna Marsh Lane, Brattleboro, VT 05302
- Signed the 990
- Jill Meschke, CFO
- Phone
- (802) 257-7785
- Website
- www.brattlebororetreat.org
- Return prepared by
- Berry Dunn McNeil & Parker LLC
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.
Program accomplishments
- 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: 25,181Expenses $76,208,577 · grants $15,045 · revenue $94,773,881
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0107360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1942
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F31)
- Assets (IRS master file)
- $59,365,489
- Income (IRS master file)
- $97,532,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $95,491,178 | $94,402,622 | $59,365,489 | XML |
| 990 | December 2023 | $98,252,259 | $90,079,994 | $60,411,408 | XML |
| 990 | December 2022 | $80,606,953 | $71,906,662 | $57,546,913 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0107360).
Questions about BRATTLEBORO RETREAT
- What is the EIN of BRATTLEBORO RETREAT?
- The employer identification number (EIN) of BRATTLEBORO RETREAT is 03-0107360.
- Is BRATTLEBORO RETREAT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to BRATTLEBORO RETREAT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BRATTLEBORO RETREAT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BRATTLEBORO RETREAT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRATTLEBORO RETREAT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BRATTLEBORO RETREAT?
- The 990 for the year ended December 31, 2024 names Steven Cummings.
- Who are the officers and directors of BRATTLEBORO RETREAT?
- The 990 for the year ended December 31, 2024 lists 23 people; 10 received compensation from the organization, the highest $523,619 (Karl Jeffries, Chief Medical Officer).
- How much revenue does BRATTLEBORO RETREAT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $95,491,178, expenses of $94,402,622 and total assets of $59,365,489 at year end.
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