Skip to content
Nonprofiteer
← BARTON MEDICAL FOUNDATION

Form 990 for tax year 2022

Filed by BARTON MEDICAL FOUNDATION.

Totals

Total revenue
$300,680
Total expenses
$969,089
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$300,680
Investment income
$0
Other revenue
$0
Total assets, end of year
$375,171
Total liabilities, end of year
$1,043,580
Net assets or fund balances, end of year
-$668,409
Program services expenses (Part IX)
$969,089
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$969,089

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.

  • 2a · Program service revenue: Patient Service Revenu

    total $300,680 · related or exempt $300,680

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $838,696 · program services $838,696

  • 13 · Office expenses

    total $2,106 · program services $2,106

  • 16 · Occupancy

    total $46,101 · program services $46,101

  • 19 · Conferences, conventions and meetings

    total $200 · program services $200

  • 23 · Insurance

    total $3,341 · program services $3,341

  • 24a · Other expenses: Bad Debt Expense

    total $7,805 · program services $7,805

  • 24b · Other expenses: Medical Supplies

    total $2,031 · program services $2,031

  • 24e · All other expenses

    total $68,809 · program services $68,809

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    end of year $28,152

  • 5 · Loans and receivables from officers and key people

    end of year $14,571

  • 15 · Other assets

    beginning of year $0 · end of year $332,448

  • 17 · Accounts payable and accrued expenses

    end of year $83

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,043,497

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year -$668,409

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

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. The organization began operations and contracted with its first medical providers during the second half of 2022. During this time very minimal activity was incurred.

    Expenses $969,089 · Revenue $300,680

As filed on the 2022 return.

Listed in Part VII

  • Clint Purvance

    Chair/CEO

    Total calculated
    $1,205,132
    From this org
    $0
    From related orgs
    $1,150,056
    Other
    $55,076
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $655,105 related
    Bonus
    $0 + $491,932 related
    Other
    $0 + $3,019 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $39,826 related
    Filer's total
    $0 + $1,205,132 related

  • Kelly Neiger

    Treasurer/Secretary/CFO

    Total calculated
    $612,751
    From this org
    $0
    From related orgs
    $559,498
    Other
    $53,253
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,620 related
    Bonus
    $0 + $155,859 related
    Other
    $0 + $3,019 related
    Deferred
    $0 + $11,389 related
    Nontaxable benefits
    $0 + $41,864 related
    Filer's total
    $0 + $612,751 related

  • Matthew Wonnacott

    Trustee

    Total calculated
    $717,535
    From this org
    $0
    From related orgs
    $671,492
    Other
    $46,043
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $478,327 related
    Bonus
    $0 + $190,146 related
    Other
    $0 + $3,019 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $30,793 related
    Filer's total
    $0 + $717,535 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 $119,168 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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323199349302802

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.