Totals
- Total revenue
- $265,220,988
- Total expenses
- $225,624,503
- Contributions and grants received
- $813,069
- Grants paid
- $683,953
- Program service revenue
- $257,169,695
- Investment income
- $7,201,894
- Other revenue
- $36,330
- Total assets, end of year
- $365,821,141
- Total liabilities, end of year
- $43,071,389
- Net assets or fund balances, end of year
- $322,749,752
- Program services expenses (Part IX)
- $171,677,212
- Management and general expenses
- $53,947,291
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $171,677,212
Program services were 76.1% 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.
-
1d · Related organizations
$29,193
-
1e · Government grants (contributions)
$703,533
-
1f · All other contributions, gifts and grants
$80,343
-
2a · Program service revenue: Net Patient Service Revenue
total $246,006,437 · related or exempt $246,006,437
-
2b · Program service revenue: Investment in Washoe Barton Medic
total $8,694,390 · related or exempt $8,694,390
-
2c · Program service revenue: Supporting Revenue
total $2,237,074 · related or exempt $2,237,074
-
2d · Program service revenue: Cafeteria
total $559,902 · excluded $559,902
-
2e · Program service revenue: Investment in ACO Collaborative
total -$328,108 · related or exempt -$328,108
-
3 · Investment income
total $3,301,948 · excluded $3,301,948
-
6a · Gross rents
real property $36,330
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $36,330
-
6d · Net rental income or loss
total $36,330 · excluded $36,330
-
7a · Gross sales of assets other than inventory
securities $42,712,500 · other assets $505,754
-
7b · Less cost or other basis and sales expenses
securities $38,910,233 · other assets $408,075
-
7c · Gain or loss
securities $3,802,267 · other assets $97,679
-
7d · Net gain or loss
total $3,899,946 · excluded $3,899,946
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $653,479 · program services $653,479
-
2 · Grants to domestic individuals
total $30,474 · program services $30,474
-
5 · Compensation of officers, directors and key employees
total $1,317,607 · management and general $1,317,607
-
6 · Compensation of disqualified persons
total $476,000 · program services $465,119 · management and general $10,881
-
7 · Other salaries and wages
total $85,829,773 · program services $67,145,847 · management and general $18,683,926
-
8 · Pension plan contributions
total $3,080,721 · program services $2,411,417 · management and general $669,304
-
9 · Other employee benefits
total $19,409,307 · program services $15,397,185 · management and general $4,012,122
-
10 · Payroll taxes
total $6,540,312 · program services $5,057,839 · management and general $1,482,473
-
11b · Fees: legal
total $1,470,761 · program services $26,044 · management and general $1,444,717
-
11c · Fees: accounting
total $94,617 · management and general $94,617
-
11f · Fees: investment management
total $223,310 · management and general $223,310
-
11g · Fees: other
total $31,969,926 · program services $21,053,108 · management and general $10,916,818
-
12 · Advertising and promotion
total $362,144 · program services $319 · management and general $361,825
-
13 · Office expenses
total $7,569,153 · program services $4,113,442 · management and general $3,455,711
-
14 · Information technology
total $6,688,919 · program services $669,494 · management and general $6,019,425
-
16 · Occupancy
total $4,761,575 · program services $1,735,431 · management and general $3,026,144
-
17 · Travel
total $135,027 · program services $53,639 · management and general $81,388
-
20 · Interest
total $618,461 · program services $618,461
-
22 · Depreciation, depletion and amortization
total $10,603,283 · program services $10,023,399 · management and general $579,884
-
23 · Insurance
total $1,996,033 · program services $1,996,033
-
24a · Other expenses: Medical Supplies
total $27,638,660 · program services $27,368,375 · management and general $270,285
-
24b · Other expenses: Relief Expense
total $10,523,179 · program services $9,668,117 · management and general $855,062
-
24c · Other expenses: Non-Medical Supplies
total $2,784,080 · program services $2,342,288 · management and general $441,792
-
24d · Other expenses: Bad Debt Expense
total $847,592 · program services $847,592
-
24e · All other expenses
total $110 · program services $110
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,806,536 · end of year $11,109,726
-
4 · Accounts receivable
beginning of year $43,598,778 · end of year $42,162,603
-
8 · Inventories for sale or use
beginning of year $4,322,297 · end of year $4,500,074
-
9 · Prepaid expenses and deferred charges
beginning of year $3,986,096 · end of year $4,243,463
-
10a · Land, buildings and equipment: cost or other basis
$244,847,152
-
10b · Land, buildings and equipment: accumulated depreciation
$136,752,673
-
10c · Land, buildings and equipment, net
beginning of year $110,645,424 · end of year $108,094,479
-
11 · Investments: publicly traded securities
beginning of year $96,745,952 · end of year $104,486,358
-
12 · Investments: other securities
beginning of year $5,024,525 · end of year $5,661,052
-
13 · Investments: program-related
beginning of year $67,565,928 · end of year $65,723,384
-
15 · Other assets
beginning of year $17,389,553 · end of year $19,840,002
-
17 · Accounts payable and accrued expenses
beginning of year $27,408,629 · end of year $23,735,983
-
20 · Tax-exempt bond liabilities
beginning of year $7,416,218 · end of year $6,155,224
-
24 · Unsecured notes and loans payable
beginning of year $13,100,000 · end of year $0
-
25 · Other liabilities
beginning of year $10,795,900 · end of year $13,180,182
-
27 · Net assets without donor restrictions
beginning of year $301,364,342 · end of year $322,749,752
Mission and programs · 2024
Mission
Barton Health delivers safe, high quality care and engages the community in the improvement of health and wellness. Barton Health is the community health leader known for compassion and chosen for quality.
-
Barton Healthcare System (Barton Health) has been serving Lake Tahoe's health care needs for over 60 years. Barton Health is a nonprofit community health system that includes Barton Memorial Hospital, consisting of 24-hour emergency care services, 63 patient beds, a skilled nursing facility with 48 resident beds, and over 20 ambulatory outpatient clinics. Barton Health is a bi-state health system serving the greater Lake Tahoe region in California and Nevada. Barton Health has approximately 245 credentialed physicians and a team of nearly 1,000 employees providing quality health care services to residents and visitors. Barton Health provides exceptional care, regardless of an individual's ability to pay.
Expenses $156,826,336 · Grants $683,953 · Revenue $249,643,127
-
The Barton Community Health Center provides primary care to Medicare and Medi-Cal beneficiaries, those with insurance but with very high deductibles, or those who are uninsured. Same day appointments were available, which improved medical outcomes. The Barton Community Health Center combined the efforts of skilled professionals including nurse practitioners, physician assistants, medical assistants, nurses and other medical support staff, and contracted with family and specialty physicians. Patients were seen at this clinic by physicians who specialized in the following areas: family medicine, pediatrics, ADHD treatment, orthopedics and spine care, cardiology, neurology, obstetrics, gynecology, infectious disease (hepatitis C), and a medication-assisted treatment (MAT) program.
Expenses $7,066,066 · Revenue $6,966,666
-
The Financial Assistance Program assists patients of Barton Memorial with their medical bills. It matches the patients' ability to pay according to their unique circumstance. Patients are asked to complete an application and provide financial information about their income to determine their ability to pay. The discount patients receive on their medical bill depends on their adjusted gross income compared with the U.S. Department of Health & Human Services poverty income guidelines. The program is designed for those patients who cannot afford their medical bills. Barton Health provides discounts for those with incomes up to 400 percent of the most recent poverty income guidelines, and/or under special circumstances. During the current year this program provided over $7.7 million of gross charges in charity care.
Expenses $7,784,810
-
The following programs are community outreach programs that benefit the health of Barton Health Lake Tahoe South Shore Community.Food Insecurity Program: In partnership with Whole Foods and Starbucks Barton picked up and distributed high quality perishable and non-perishable food up to four days a week to our community partners as well as directly to our most vulnerable community members throughout the first half of 2024. In the second half of 2024, we transferred the Starbucks food donation to The Tahoe Coalition for the Homeless and the Whole Foods food donation to the food pantry, Christmas Cheer all Year. Staff also served on the Board of Directors for this pantry that provides food and basic needs to South Lake Tahoe's most vulnerable. Community Health Fair: Barton hosted a successful community health fair at Bijou Elementary School on October 17, 2024. Approximately 220 community members attended and received medical services and education, including blood pressure checks, CPR training, and Covered CA enrollment support, along with community-provided services including flu vaccines. Community Health Improvement Efforts: Barton partnered with ACCEL El Dorado County, a community-wide collaborative of public and private partners working together to improve the health and well-being of El Dorado County's vulnerable populations. Barton Health hosted the Community Health Advisory Committee (CHAC), a collaborative of representatives of various community agencies and community members that meet monthly to address emerging community health needs. Staff members also participated in the Community Behavioral Health Network meetings, community drug education meetings, and the Lake Tahoe Collaborative meetings. Barton staff met with community members at the South Tahoe Family Resource Center to better understand the real and perceived barriers that Latino community members face in receiving care. Staff served on the Board of Directors-of Encompass Youth, working to coordinate collaboration and communication to assure that Transitional Age Youth have the navigational support systems to create a path to stability and independence.Social Determinants of Health: Barton participated in the following community-based programs related to environmental factors that influence our community members' health and wellness.TRANSPORTATION: Barton staff served on the board of the South Shore Transit Management Association, which was a driving force in creating the first ever Microtransit program (LakeLink) that delivered free rides to over 175,000 community members in 2024. BUILT ENVIRONMENT: Hospital staff participated in the Tahoe Chamber of Commerce to address community health and safety issues.SUBSTANCE USE: Staff members participated in community efforts to address substance abuse prevention and education, including the Tahoe Alliance for Safe Kids (TASK) whose mission is to prevent and reduce youth substance use and related harm, and El Dorado Coalition for Overdose Prevention and Education (COPE), whose mission is to build collaboratives to address the overdose epidemic in El Dorado County. A staff member served on the board of Mountain High Recovery Center, a non-profit organization with a mission to strengthen individuals, families, and communities through the education and treatment of substance use disorders.HEALTHCARE DISPARITY: Barton participated in monthly and/or quarterly town hall meetings with a leading Latino/Latina community advocate, The South Tahoe Family Resource Center to educate and inform on important topics of interest related to a myriad of social determinants of health.We have continued our collaboration with The Tahoe Coalition for the Homeless to expedite appropriate care and decrease emergency department visits for those they serve. We also provided staff to assist with the annual Point in Time count and understanding community needs with ride-along activities.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jonathon Cefalu
Trustee (As of 5/24)
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Peter DiGrande MD
Trustee (As of 5/24)
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Abby Killebrew
Chair
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Patrick Fry
Vice Chair
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Stefan Schunk MD
Trustee
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Shawn Anderson
Trustee
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Kathryn Biasotti
Trustee
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Kirk Ledbetter
Trustee
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Sherry Mlynsky
Sectretary/Treasurer
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Jeff Rahbeck
Trustee
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Scott Weavil
Trustee
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Wendy David
Trustee (Until 5/24)
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Baghdassar Pat Baghdikian MD
Trustee (Until 5/24)
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Clinton Purvance MD
CEO
- Total calculated
- $1,445,944
- From this org
- $0
- From related orgs
- $1,378,212
- Other
- $67,732
- Hours/week
- 37 + 3 related
Schedule J breakdown matched by us
- Base
- $0 + $1,021,923 related
- Bonus
- $0 + $352,913 related
- Other
- $0 + $3,376 related
- Deferred
- $0 + $17,250 related
- Nontaxable benefits
- $0 + $50,482 related
- Filer's total
- $0 + $1,445,944 related
-
Kelly Neiger
CFO
- Total calculated
- $614,521
- From this org
- $0
- From related orgs
- $546,460
- Other
- $68,061
- Hours/week
- 37 + 3 related
Schedule J breakdown matched by us
- Base
- $0 + $476,058 related
- Bonus
- $0 + $67,026 related
- Other
- $0 + $3,376 related
- Deferred
- $0 + $17,250 related
- Nontaxable benefits
- $0 + $50,811 related
- Filer's total
- $0 + $614,521 related
-
Polly Birdsong
Admin Dir of Surgical Svcs
- Total calculated
- $282,151
- From this org
- $260,010
- From related orgs
- $0
- Other
- $22,141
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,796
- Bonus
- $35,000
- Other
- $2,214
- Deferred
- $0
- Nontaxable benefits
- $22,141
- Filer's total
- $282,151
-
David Young MD
CMO
- Total calculated
- $618,991
- From this org
- $11,539
- From related orgs
- $569,632
- Other
- $37,820
- Hours/week
- 28 + 2.5 related
Schedule J breakdown matched by us
- Base
- $11,539 + $557,661 related
- Bonus
- $0 + $9,185 related
- Other
- $0 + $2,786 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $37,820 related
- Filer's total
- $11,539 + $607,452 related
-
Carla Adams
CNO
- Total calculated
- $471,149
- From this org
- $414,657
- From related orgs
- $0
- Other
- $56,492
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $378,665
- Bonus
- $32,052
- Other
- $3,940
- Deferred
- $11,771
- Nontaxable benefits
- $44,721
- Filer's total
- $471,149
-
Thomas Davis
Director of Medical Imaging
- Total calculated
- $254,545
- From this org
- $215,442
- From related orgs
- $0
- Other
- $39,103
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,696
- Bonus
- $3,586
- Other
- $2,160
- Deferred
- $10,857
- Nontaxable benefits
- $28,246
- Filer's total
- $254,545
-
Karen Conant
VP of Ambulatory Operations
- Total calculated
- $298,224
- From this org
- $241,193
- From related orgs
- $0
- Other
- $57,031
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,886
- Bonus
- $4,830
- Other
- $2,477
- Deferred
- $6,893
- Nontaxable benefits
- $50,138
- Filer's total
- $298,224
-
Richard Belli
Admin Director of Facilities
- Total calculated
- $289,466
- From this org
- $253,620
- From related orgs
- $0
- Other
- $35,846
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,402
- Bonus
- $5,715
- Other
- $2,503
- Deferred
- $9,680
- Nontaxable benefits
- $26,166
- Filer's total
- $289,466
-
Dana Randall
Advanced Practice Provider
- Total calculated
- $275,402
- From this org
- $261,034
- From related orgs
- $0
- Other
- $14,368
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,595
- Bonus
- $8,439
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $14,368
- Filer's total
- $275,402
-
Jennifer Whisnant
Pulmonary Services Supervisor
- Total calculated
- $320,448
- From this org
- $256,904
- From related orgs
- $0
- Other
- $63,544
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,852
- Bonus
- $5,052
- Other
- $0
- Deferred
- $13,285
- Nontaxable benefits
- $50,259
- Filer's total
- $320,448
-
Christopher Kiser
Director of Foundation
- Total calculated
- $315,445
- From this org
- $260,756
- From related orgs
- $0
- Other
- $54,689
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $250,614
- Bonus
- $7,732
- Other
- $2,410
- Deferred
- $9,633
- Nontaxable benefits
- $45,057
- Filer's total
- $315,446
-
Jason Call
Advanced Practice Provider
- Total calculated
- $311,539
- From this org
- $260,454
- From related orgs
- $0
- Other
- $51,085
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,422
- Bonus
- $6,032
- Other
- $0
- Deferred
- $13,265
- Nontaxable benefits
- $37,820
- Filer's total
- $311,539
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 · First-class or charter travel
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 1b · Written policy on the line-1a expenses
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 1a
- Chartered flight expenses were incurred to enable the CEO to attend two geographically distant, time-sensitive, and critical engagements within a few hours of each other. Commercial travel options were unavailable to meet this essential business schedule. The CEO received the approval from the board Vice Chair to incur the expense. The benefit was not included in taxable income as it was directly business related.
- Part I, Line 4b
- Line 4b: Clinton Purvance, MD received payments of $203,998 from a related organization, BHC MSO, LLC, for participation in a 409(a) plan. This is reported on Part II column (ii).
- Part I, Line 7
- Barton gives annual performance-based bonuses for employees if certain criteria are met, including financial performance, quality, and growth set annually per policy. If certain goals are not met due to circumstances beyond the control of the organization, the board may, at its discretion, authorize performance-based payments.
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
-
Barton Memorial Hospital Foundation
$479,729
Overhead Funding
-
Tahoe Douglas Visitors Authority
$89,000
Sponsor
-
$27,500
Sponsor
-
$16,800
Annual Dinner Sponsor
-
$16,500
Sponsor
-
$9,500
Sponsor
-
ACEL Donation
-
Sponsor
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.
-
Barton Memorial Hospital Foundation Inc
501(c)(3) · Supporting Organization · NV · controlled entity
Directly controlled by Barton Healthcare System
-
501(c)(3) · Provides Medical Services · CA · controlled entity
Directly controlled by Barton Healthcare System
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Accountable Care Collaborative LLC
Operate accountable care organization · DE · income $328,108 · assets $5,500
Directly controlled by Barton Healthcare System
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
BHC MSO LLC
C · Management Services · NV · 100% owned · share of income $10,214,754 · share of assets $4,635,572 · controlled entity
Directly controlled by Barton Healthcare System
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513079349301726
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