Form 990 for tax year 2023
Filed by BARTON MEMORIAL HOSPITAL FOUNDATION.
Totals
- Total revenue
- $257,782
- Total expenses
- $720,204
- Contributions and grants received
- $298,522
- Grants paid
- $575,510
- Program service revenue
- $0
- Investment income
- -$40,740
- Other revenue
- $0
- Total assets, end of year
- $10,005,074
- Total liabilities, end of year
- $16,403
- Net assets or fund balances, end of year
- $9,988,671
- Program services expenses (Part IX)
- $590,616
- Management and general expenses
- $84,805
- Fundraising expenses
- $44,783
- Program service expenses (Part III)
- $590,616
Program services were 82.0% 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.
-
1d · Related organizations
$28,983
-
1f · All other contributions, gifts and grants
$269,539
-
3 · Investment income
total $193,172 · excluded $193,172
-
7a · Gross sales of assets other than inventory
securities $2,521,369
-
7b · Less cost or other basis and sales expenses
securities $2,755,281
-
7c · Gain or loss
securities -$233,912
-
7d · Net gain or loss
total -$233,912 · excluded -$233,912
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $575,510 · program services $575,510
-
11f · Fees: investment management
total $81,438 · management and general $81,438
-
11g · Fees: other
total $13,045 · program services $11,510 · fundraising $1,535
-
13 · Office expenses
total $3,860 · program services $1,130 · management and general $486 · fundraising $2,244
-
14 · Information technology
total $7,344 · fundraising $7,344
-
16 · Occupancy
total $478 · program services $140 · management and general $60 · fundraising $278
-
17 · Travel
total $2,444 · program services $904 · management and general $1,418 · fundraising $122
-
24a · Other expenses: Indirect Special Event
total $30,438 · fundraising $30,438
-
24b · Other expenses: Repairs and Maintenance
total $914 · program services $268 · management and general $115 · fundraising $531
-
24c · Other expenses: Dues and Subscriptions
total $792 · management and general $792
-
24e · All other expenses
total $3,941 · program services $1,154 · management and general $496 · fundraising $2,291
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $135,255 · end of year $100,169
-
11 · Investments: publicly traded securities
beginning of year $7,273,286 · end of year $7,455,336
-
12 · Investments: other securities
beginning of year $1,665,306 · end of year $2,449,569
-
17 · Accounts payable and accrued expenses
beginning of year $60,057 · end of year $10,642
-
25 · Other liabilities
beginning of year $2,958 · end of year $5,761
-
27 · Net assets without donor restrictions
beginning of year $3,808,554 · end of year $4,781,837
-
28 · Net assets with donor restrictions
beginning of year $5,202,278 · end of year $5,206,834
Mission and programs · 2023
Mission
Mission statement: The Barton Foundation advances health care in our community through philanthropy.Our vision: The Barton Foundation positively impacts the health and wellness of our community by providing the margin of excellence through philanthropy, to assist in the Barton Health goal of providing consistently exceptional care.
Activities or mission (Part I)
Inspiring philanthropy for the health of our community.
-
The organization disburses funds as needed to Barton Healthcare System (supported organization) to purchase medical equipment, assist with hospital improvements, fund public health education resources, and other health care needs.
Expenses $590,616 · Grants $575,510
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Melanie Turner
Board Chair (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Diane Roeser-Kinney
Vice Chairman (thru Dec 6)
- Total calculated
- $74,826
- From this org
- $0
- From related orgs
- $58,788
- Other
- $16,038
- Hours/week
- 1 + 39 related
-
Shannon Birkholm
Secretary (thru Dec 6)
- Total calculated
- $162,076
- From this org
- $0
- From related orgs
- $120,231
- Other
- $41,845
- Hours/week
- 1 + 23 related
Schedule J breakdown matched by us
- Base
- $0 + $114,765 related
- Bonus
- $0 + $5,466 related
- Other
- $0
- Deferred
- $0 + $6,314 related
- Nontaxable benefits
- $0 + $35,531 related
- Filer's total
- $0 + $162,076 related
-
Saul Caprio
Finance Chair (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Wendy Atkins Pattenson
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Julee Delacour
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Meghan Grillone
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen Holoyda MD
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Jester
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Angela Moore
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Daniel Norman MD
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Orr MD
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Victor Reid
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Marsha Ticas
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Ruby Turner
Trustee (thru Dec 6)
- Total calculated
- $0
- Hours/week
- 1
-
Abby Killebrew
Chair (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Patrick Fry
Vice Chair/Secretary (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Stefan Schunk
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Shawn Anderson
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Kathryn Biasotti
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Kirk Ledbetter
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Sherry Mlynsky
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Jeff Rahbeck
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Scott Weavil
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Wendy David
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Baghdassar Pat Baghkikian MD
Trustee (Start Dec 6)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Christopher Kiser
Director of Foundation
- Total calculated
- $297,380
- From this org
- $0
- From related orgs
- $246,773
- Other
- $50,607
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $240,399 related
- Bonus
- $0 + $4,115 related
- Other
- $0 + $2,259 related
- Deferred
- $0 + $12,158 related
- Nontaxable benefits
- $0 + $38,448 related
- Filer's total
- $0 + $297,379 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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 3
- The Director of the Foundation is compensated by the organization's parent, Barton Healthcare System (Barton). Barton's executive team determines the compensation of the organization's Director of Foundation based on salary surveys and comparability data of other similar organizations.
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
-
$575,510
Supported Organization - General Program Support
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.
-
501(c)(3) · Hospital/Healthcare Services · CA
-
501(c)(3) · Arrange for the provision of health care services · CA
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Arrange for the provision of health care services · DE · general or managing partner
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · Management Services · DE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443119349301424
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