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BRATTLEBORO RETREAT

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Public IRS 990 nonprofit record

BRATTLEBORO RETREAT

EIN 03-0107360 · Psychiatric Hospitals (F31)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $80.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.81%of revenue went to mission work80.7% of expenses · Program services
0.04%of revenue went to fundraising0.0% of expenses
$98.86spent for every $100 of revenueRevenue covered expenses this year.
19.02%of revenue went to management and office costs19.2% of expenses
$0.63in assets for every $1 spent this yearSome assets cannot be spent right away.
0.2%of its money came from giftsOther money may come from services or investments.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $573,786 for KARL JEFFRIES (CHIEF MEDICAL OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$95,491,178
Mission workProgram services$76,208,57779.81% of revenue80.7% of expenses
ManagementOffice and general costs$18,158,04519.02% of revenue19.2% of expenses
FundraisingAsking for donations$36,0000.04% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$1,088,5561.14% of revenueShown in gray on the chart
Total expenses$94,402,62298.86% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 80.7% mission · 19.2% management · 0.0% fundraisingTotal expenses: 98.86% of revenue
2023Expense mix: 80.8% mission · 19.2% management · 0.0% fundraisingTotal expenses: 91.68% of revenue
2022Expense mix: 81.1% mission · 18.9% management · 0.1% fundraisingTotal expenses: 89.21% of revenue
2021Expense mix: 79.1% mission · 20.9% management · 0.0% fundraisingTotal expenses: 91.64% of revenue
2020Expense mix: 80.0% mission · 20.0% management · 0.0% fundraisingTotal expenses: 102.37% of revenue
2019Expense mix: 82.6% mission · 17.4% management · 0.0% fundraisingTotal expenses: 107.40% of revenue
2018Expense mix: 84.7% mission · 15.3% management · 0.0% fundraisingTotal expenses: 94.33% of revenue
2017Expense mix: 86.3% mission · 13.7% management · 0.0% fundraisingTotal expenses: 103.72% of revenue

Money in and money out

Revenue$95,491,178
Expenses$94,402,622
Annual surplus $1,088,556 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$76,208,577 · 80.7% of expenses
Management and office costs$18,158,045 · 19.2% of expenses
Fundraising$36,000 · 0.0% of expenses
See all reported dollar amounts
Revenue$95,491,178
Expenses$94,402,622
Assets$59,365,489
Income$97,532,688
Contributions$228,600
Mission work (program services)$76,208,577
Fundraising$36,000
Grants given$43,318
Average grant$14,439
Management and general$18,158,045
Executive compensation (total)$689,891
Stocks and bonds$7,456,926
Accounting fees$119,400
Investing fees$22,626
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KARL JEFFRIESCHIEF MEDICAL OFFICER · 40 hrs/week $573,786Base $523,619 · Other $50,167
LISA LAMBERTMEDICAL DIRECTOR OF INPATIENT SVCS. · 40 hrs/week $472,206Base $461,691 · Other $10,515
JARRED C ZUCKERSTAFF PSYCHIATRIST · 40 hrs/week $451,939Base $409,938 · Other $42,001
STEVEN CUMMINGSPRESIDENT/CEO · 40 hrs/week $385,217Base $364,588 · Other $20,629
ELIZABETH H JOSEPHSTAFF PSYCHIATRIST · 40 hrs/week $338,155Base $302,151 · Other $36,004
LANCE B THIGPENMEDICAL DIRECTOR OF OUTPATIENT SVCS. · 40 hrs/week $326,282Base $291,411 · Other $34,871
RACHAEL E KANDATHSTAFF PSYCHIATRIST · 40 hrs/week $319,036Base $295,987 · Other $23,049
JILL MESCHKETREASURER/CHIEF FINANCIAL OFFICER · 40 hrs/week $278,946Base $252,701 · Other $26,245
AMELIA SHILLINGFORDVP PATIENT CARE/CNO · 40 hrs/week $270,030Base $246,765 · Other $23,265
LINDA C ROSSIPAST CEO · 40 hrs/week $250,554Base $248,441 · Other $2,113

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

KARL JEFFRIESCHIEF MEDICAL OFFICER

LISA LAMBERTMEDICAL DIRECTOR OF INPATIENT SVCS.

JARRED C ZUCKERSTAFF PSYCHIATRIST

STEVEN CUMMINGSPRESIDENT/CEO

ELIZABETH H JOSEPHSTAFF PSYCHIATRIST

LANCE B THIGPENMEDICAL DIRECTOR OF OUTPATIENT SVCS.

RACHAEL E KANDATHSTAFF PSYCHIATRIST

JILL MESCHKETREASURER/CHIEF FINANCIAL OFFICER

AMELIA SHILLINGFORDVP PATIENT CARE/CNO

LINDA C ROSSIPAST CEO

JUSTIN JOHNSONVICE CHAIR

WICHIE ARTUTRUSTEE

THOMAS HUEBNERBOARD CHAIR

THOMAS BORYSTRUSTEE

SARA KINGTRUSTEE

KRISTAN OUTWATER MDTRUSTEE

JULIE VIETH MDTRUSTEE

JULIE POTTERASSISTANT SECRETARY

JUDI FOXTRUSTEE

JOSEPH PYLESECRETARY

ELIZABETH CATLINTRUSTEE

DREW PATE MDTRUSTEE

CHRISTOPHER TURLEYTRUSTEE

About this charity

Recognized since
January 1942
Location
22 ANNA MARSH LN, DUMMERSTON, VT 05301-3292
County
Windham
In care of
Jill Meschke
Primary officer
Jill Meschke, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
BERRY DUNN MCNEIL & PARKER LLC
NTEE classification
Psychiatric Hospitals (F31)
IRS tax category
Psychiatric Hospitals
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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