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Nonprofiteer
← BARTON HEALTHCARE SYSTEM

Form 990 for tax year 2022

Filed by BARTON HEALTHCARE SYSTEM.

Totals

Total revenue
$232,763,134
Total expenses
$231,520,640
Contributions and grants received
$695,660
Grants paid
$683,061
Program service revenue
$224,035,657
Investment income
$7,647,683
Other revenue
$384,134
Total assets, end of year
$337,614,864
Total liabilities, end of year
$57,769,278
Net assets or fund balances, end of year
$279,845,586
Program services expenses (Part IX)
$178,827,823
Management and general expenses
$52,692,817
Fundraising expenses
$0
Program service expenses (Part III)
$178,827,823

Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Wendy David

    Chairperson

    Total calculated
    $0
    Hours/week
    5

  • Abby Killebrew

    Vice Chairperson/Secretary

    Total calculated
    $0
    Hours/week
    5

  • Kirk Ledbetter

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Charles Scharer

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Patrick Fry

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Stefan Schunk

    Trustee

    Total calculated
    $110,655
    From this org
    $110,655
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Shawn Anderson

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Baghdassar Pat Baghkikian MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Sherry Milynsky

    Trustee (as of May)

    Total calculated
    $0
    Hours/week
    5

  • Kathryn Biasotti

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Jeff Rahbeck

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Clinton Purvance MD

    CEO

    Total calculated
    $1,205,132
    From this org
    $0
    From related orgs
    $1,150,056
    Other
    $55,076
    Hours/week
    37 + 3 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

    CFO

    Total calculated
    $612,751
    From this org
    $0
    From related orgs
    $559,498
    Other
    $53,253
    Hours/week
    37 + 3 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

    CMO

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

    Schedule J breakdown matched by us

    Base
    $478,327
    Bonus
    $190,146
    Other
    $3,019
    Deferred
    $15,250
    Nontaxable benefits
    $30,793
    Filer's total
    $717,535

  • Julie Clayton

    CNO (thru Oct)

    Total calculated
    $752,060
    From this org
    $718,531
    From related orgs
    $0
    Other
    $33,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,585
    Bonus
    $193,744
    Other
    $192,202
    Deferred
    $13,221
    Nontaxable benefits
    $20,308
    Filer's total
    $752,060

  • Sioban Keller

    Director of Surgical Services

    Total calculated
    $302,640
    From this org
    $253,855
    From related orgs
    $0
    Other
    $48,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,090
    Bonus
    $29,720
    Other
    $2,045
    Deferred
    $11,692
    Nontaxable benefits
    $37,092
    Filer's total
    $302,639

  • Thomas Davis

    Admin Director of Ancillary Services

    Total calculated
    $243,330
    From this org
    $204,516
    From related orgs
    $0
    Other
    $38,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,424
    Bonus
    $5,212
    Other
    $1,880
    Deferred
    $10,425
    Nontaxable benefits
    $28,390
    Filer's total
    $243,331

  • Karen Conant

    Director of Ambulatory Operations

    Total calculated
    $234,202
    From this org
    $186,347
    From related orgs
    $0
    Other
    $47,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,118
    Bonus
    $26,695
    Other
    $1,534
    Deferred
    $9,609
    Nontaxable benefits
    $38,246
    Filer's total
    $234,202

  • Jeffrey Koeck

    Directory of Pharmacy

    Total calculated
    $293,362
    From this org
    $248,087
    From related orgs
    $0
    Other
    $45,275
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,420
    Bonus
    $18,405
    Other
    $2,262
    Deferred
    $6,732
    Nontaxable benefits
    $38,543
    Filer's total
    $293,362

  • Christopher Kiser

    Director of Foundation

    Total calculated
    $296,685
    From this org
    $249,250
    From related orgs
    $0
    Other
    $47,435
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $221,214
    Bonus
    $25,953
    Other
    $2,083
    Deferred
    $10,583
    Nontaxable benefits
    $36,851
    Filer's total
    $296,684

  • Jennifer Whisnant

    Pulmonary Services Supervisor

    Total calculated
    $298,272
    From this org
    $252,089
    From related orgs
    $0
    Other
    $46,183
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,348
    Bonus
    $8,741
    Other
    $0
    Deferred
    $4,337
    Nontaxable benefits
    $41,846
    Filer's total
    $298,272

  • Blair Caley

    RNFA

    Total calculated
    $295,212
    From this org
    $260,799
    From related orgs
    $0
    Other
    $34,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,704
    Bonus
    $5,095
    Other
    $0
    Deferred
    $13,118
    Nontaxable benefits
    $21,295
    Filer's total
    $295,212

  • Julie Howes

    Controller

    Total calculated
    $286,486
    From this org
    $116,521
    From related orgs
    $148,930
    Other
    $21,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,782 + $119,799 related
    Bonus
    $12,762 + $27,973 related
    Other
    $977 + $1,158 related
    Deferred
    $5,806 + $3,957 related
    Nontaxable benefits
    $4,938 + $6,335 related
    Filer's total
    $127,265 + $159,222 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

  • 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, Lines 4a-b
Line 4a: Julie Clayton, Chief Nursing Officer, received a severance payment in the amount of $111,950. Line 4b: Clinton Purvance received payments of $119,168 from a related organization, BHC MSO, LLC, for participation in a 409(a) plan. This is reported on Part II column (ii).

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ACO Collaborative LLC

    Related · Arrange for the provision of health care services · DE · 50% owned · share of assets $5,000 · general or managing partner

    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 $3,631,420 · share of assets $831,823 · controlled entity

    Directly controlled by Barton Healthcare System

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343199349302754

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