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Nonprofiteer
← BARTON MEDICAL FOUNDATION

Form 990 for tax year 2023

Filed by BARTON MEDICAL FOUNDATION.

Totals

Total revenue
$347,273
Total expenses
$11,106,696
Contributions and grants received
$40,000
Grants paid
$0
Program service revenue
$307,273
Investment income
$0
Other revenue
$0
Total assets, end of year
$276,327
Total liabilities, end of year
$784,802
Net assets or fund balances, end of year
-$508,475
Program services expenses (Part IX)
$11,106,696
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$11,106,696

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $40,000

  • 2a · Program service revenue: Patient Service Revenu

    total $307,273 · related or exempt $307,273

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $10,759,082 · program services $10,759,082

  • 13 · Office expenses

    total $141 · program services $141

  • 16 · Occupancy

    total $122,313 · program services $122,313

  • 23 · Insurance

    total $5,899 · program services $5,899

  • 24a · Other expenses: Recruiting

    total $178,742 · program services $178,742

  • 24b · Other expenses: Bad Debt Expense

    total $18,844 · program services $18,844

  • 24c · Other expenses: Arthrex Grant Purchases

    total $11,682 · program services $11,682

  • 24d · Other expenses: Medical Supplies

    total $454 · program services $454

  • 24e · All other expenses

    total $9,539 · program services $9,539

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    end of year $885

  • 4 · Accounts receivable

    beginning of year $28,152 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $14,571 · end of year $12,822

  • 15 · Other assets

    beginning of year $332,448 · end of year $262,620

  • 17 · Accounts payable and accrued expenses

    beginning of year $83 · end of year $522,182

  • 25 · Other liabilities

    beginning of year $1,043,497 · end of year $262,620

  • 27 · Net assets without donor restrictions

    beginning of year -$668,409 · end of year -$508,475

Mission and programs · 2023

Mission

To arrange for the provision of health care services.

  • The organization arranges for the provision of charitable healthcare services, conducting medical research and health education.

    Expenses $11,106,696 · Revenue $307,273

As filed on the 2023 return.

Listed in Part VII

  • Clint Purvance

    Chair/CEO

    Total calculated
    $1,086,605
    From this org
    $0
    From related orgs
    $1,032,558
    Other
    $54,047
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $698,146 related
    Bonus
    $0 + $330,204 related
    Other
    $0 + $4,208 related
    Deferred
    $0 + $10,233 related
    Nontaxable benefits
    $0 + $43,814 related
    Filer's total
    $0 + $1,086,605 related

  • Kelly Neiger

    Treasurer/Secretary/CFO

    Total calculated
    $597,023
    From this org
    $0
    From related orgs
    $539,144
    Other
    $57,879
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,745 related
    Bonus
    $0 + $83,236 related
    Other
    $0 + $3,163 related
    Deferred
    $0 + $14,064 related
    Nontaxable benefits
    $0 + $43,814 related
    Filer's total
    $0 + $597,022 related

  • Matthew Wonnacott

    Trustee

    Total calculated
    $466,913
    From this org
    $0
    From related orgs
    $434,442
    Other
    $32,471
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,531 related
    Bonus
    $0 + $96,455 related
    Other
    $0 + $1,456 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $15,971 related
    Filer's total
    $0 + $466,913 related

  • Paul Fry

    Trustee (As of May 23)

    Total calculated
    $0
    Hours/week
    2

  • Clare Rudolph

    Trustee (As of Dec 23)

    Total calculated
    $0
    Hours/week
    2

  • David Young

    Trustee (As of Dec 23)

    Total calculated
    $147,723
    From this org
    $0
    From related orgs
    $147,723
    Other
    $0
    Hours/week
    2 + 14 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4b
Clint Purvance received payments of $141,677 from a related organization, BHC MSO, LLC, for participation in a 409(A) plan.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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.

  • ACO Collaborative LLC

    Arrange for the provision of Health Care Services · DE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BHC MSO LLC

    C · Management Services · CA

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202413119349300936

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