Civic Intelligence

Brattleboro Retreat

990T • Fiscal year 2020 • EIN 03-0107360

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profilewww.brattlebororetreat.org

View Organization Page

1 Anna Marsh LaneBrattleboro, VT 05302

(802) 257-7785

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $25,553,231Liabilities 2010: $12,651,115Net Assets 2010: $12,902,1162010Assets 2011: $37,481,218Liabilities 2011: $22,552,076Net Assets 2011: $14,929,1422011Assets 2012: $40,044,107Liabilities 2012: $22,809,631Net Assets 2012: $17,234,4762012Assets 2013: $45,625,285Liabilities 2013: $23,863,523Net Assets 2013: $21,761,7622013Assets 2014: $45,862,622Liabilities 2014: $23,362,120Net Assets 2014: $22,500,5022014Assets 2015: $46,052,043Liabilities 2015: $23,128,144Net Assets 2015: $22,923,8992015Assets 2016: $46,145,691Liabilities 2016: $23,442,370Net Assets 2016: $22,703,3212016Assets 2017: $44,482,489Liabilities 2017: $24,232,288Net Assets 2017: $20,250,2012017Assets 2018: $48,334,026Liabilities 2018: $23,786,014Net Assets 2018: $24,548,0122018Assets 2019: $42,993,541Liabilities 2019: $23,646,782Net Assets 2019: $19,346,7592019Assets 2020: $45,056,083Liabilities 2020: $27,213,457Net Assets 2020: $17,842,6262020Assets 2021: $45,190,535Liabilities 2021: $21,872,622Net Assets 2021: $23,317,9132021Assets 2022: $57,546,913Liabilities 2022: $26,049,366Net Assets 2022: $31,497,5472022Assets 2023: $60,411,408Liabilities 2023: $20,503,242Net Assets 2023: $39,908,1662023Assets 2024: $59,365,489Liabilities 2024: $18,351,164Net Assets 2024: $41,014,3252024

Latest loaded filing

2024

Assets$59,365,489
Liabilities$18,351,164
Net Assets$41,014,325
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $42,196,3992010Expenses 2011: $46,849,3292011Expenses 2012: $54,563,2992012Revenue 2013: $63,211,981Expenses 2013: $58,408,572Net Income 2013: $4,803,4092013Revenue 2014: $65,740,805Expenses 2014: $64,981,080Net Income 2014: $759,7252014Revenue 2015: $69,148,258Expenses 2015: $68,602,277Net Income 2015: $545,9812015Revenue 2016: $67,969,008Expenses 2016: $68,408,132Net Income 2016: -$439,1242016Revenue 2017: $66,920,755Expenses 2017: $69,408,362Net Income 2017: -$2,487,6072017Revenue 2018: $78,235,324Expenses 2018: $73,797,186Net Income 2018: $4,438,1382018Revenue 2019: $73,514,339Expenses 2019: $78,957,563Net Income 2019: -$5,443,2242019Revenue 2020: $69,332,906Expenses 2020: $70,976,352Net Income 2020: -$1,643,4462020Revenue 2021: $65,465,039Expenses 2021: $59,993,657Net Income 2021: $5,471,3822021Revenue 2022: $80,606,953Expenses 2022: $71,906,662Net Income 2022: $8,700,2912022Revenue 2023: $98,252,259Expenses 2023: $90,079,994Net Income 2023: $8,172,2652023Revenue 2024: $95,491,178Expenses 2024: $94,402,622Net Income 2024: $1,088,5562024

Latest loaded filing

2024

Revenue$95,491,178
Expenses$94,402,622
Net Income$1,088,556
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v1.1
Mission and Program Overview

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, 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.

Filing and Contact Details

Filer

Filer Name
Brattleboro Retreat
EIN
03-0107360
Phone
8022577785
Address
1 Anna Marsh Lane, Brattleboro, VT 05302

Signing Officer

Name
Louis Josephson PhD
Title
President & CEO
Phone
8022577785
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Joseph R Byrne
Phone
2077752387
Raw XML Appendix91 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0Ann Walsh
IRS990T/BooksInCareOfDetail/PhoneNum08022583737
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01 Anna Marsh Lane
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Brattleboro
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd005301
IRS990T/BookValueAssetsEOYAmt045056083
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/EmployeeBenefitProgramAmt0103556
IRS990TScheduleA/GrossProfitAmt0337627
IRS990TScheduleA/GrossReceiptsOrSalesAmt0337627
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0337627
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt022595
IRS990TScheduleA/PrincipalBusinessActivityCd0620000
IRS990TScheduleA/SalariesAndWagesAmt0357089
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0483240
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0337627
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0337627
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Day Care Provider
IRS990TScheduleA/UBIBeforeNOLDedAmt0-145613
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-145613
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-145613
IRS990T/TotalUBTIBeforeSection199AAmt0-145613
IRS990T/TotalUBTIComputedAmt0-145613
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Louis Josephson PhD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08022577785
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brattleboro Retreat
ReturnHeader/Filer/BusinessNameControlTxt0BRAT
ReturnHeader/Filer/EIN0030107360
ReturnHeader/Filer/PhoneNum08022577785
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Anna Marsh Lane
ReturnHeader/Filer/USAddress/CityNm0Brattleboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010523282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berry Dunn McNeil & Parker LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0041041100
ReturnHeader/PreparerPersonGrp/PhoneNum02077752387
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph R Byrne
ReturnHeader/ReturnTs02021-11-12T08:35:47-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Louis
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Josephson PhD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.4$18.4$41.0$95.5$94.4$1.09
2023Detailed filing. Detailed filing data is available for this year.$60.4$20.5$39.9$98.3$90.1$8.17
2022Detailed filing. Detailed filing data is available for this year.$57.5$26.0$31.5$80.6$71.9$8.70
2021Detailed filing. Detailed filing data is available for this year.$45.2$21.9$23.3$65.5$60.0$5.47
2020Detailed filing. Detailed filing data is available for this year.$45.1$27.2$17.8$69.3$71.0$1.64
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$43.0$23.6$19.3$73.5$79.0$5.44
2018Detailed filing. Detailed filing data is available for this year.$48.3$23.8$24.5$78.2$73.8$4.44
2017Detailed filing. Detailed filing data is available for this year.$44.5$24.2$20.3$66.9$69.4$2.49
2016Detailed filing. Detailed filing data is available for this year.$46.1$23.4$22.7$68.0$68.4$0.44
2015Detailed filing. Detailed filing data is available for this year.$46.1$23.1$22.9$69.1$68.6$0.55
2014Detailed filing. Detailed filing data is available for this year.$45.9$23.4$22.5$65.7$65.0$0.76
2013Detailed filing. Detailed filing data is available for this year.$45.6$23.9$21.8$63.2$58.4$4.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.0$22.8$17.2$54.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.5$22.6$14.9$46.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$12.7$12.9$42.2