2023-11-14T15:48:09-06:00 2022-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-01-01 880268799 Barton Memorial Hospital Foundation BART 5305435614 PO Box 529 Zephyr Cove NV 89448 Kelly Neiger CFO 5305435614 2023-11-14 1 Kelly Neiger 999009999 1 Kim Hunwardsen CPA P00484560 6122536500 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Barton Foundation Melanie Turner PO Box 529 Zephyr Cove NV 89448 3626235 0 X bartonhealthfoundation.org X 1990 NV Inspiring philanthropy for the health of our community. 18 14 0 25 0 0 731259 318099 0 0 2796248 -296981 -11659 23651 3515848 44769 549651 348024 0 0 394310 28000 0 0 50825 144780 219562 1088741 595586 2427107 -550817 11069064 9073847 160514 63015 10908550 9010832 Our mission: Inspiring philanthropy for the health of our community.Our vision: To positively impact the health of everyone in our community by providing the financial resources necessary to fulfill Barton Health's mission. 0 0 390466 348024 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. 390466 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 14 1 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X X Chris Kiser 5305435612 165 Hwy 50 Stateline NV 89449 Melanie Turner Board Chair 1.00 0.00 X X 0 0 0 Diane Roeser-Kinney Vice Chairman 1.00 39.00 X X 0 104490 20283 Shannon Birkholm Secretary 1.00 39.00 X X 0 100777 37026 Saul Caprio Investment Chair 1.00 0.00 X X 0 0 0 Angela Moore Trustee 1.00 0.00 X 0 0 0 Wendy Atkins Pattenson Trustee 1.00 0.00 X 0 0 0 Julee Delacour Trustee 1.00 0.00 X 0 0 0 Katie Shanks Ficeto Trustee 1.00 0.00 X 0 0 0 Melissa Jester Trustee 1.00 0.00 X 0 0 0 Luca Genasci Trustee 1.00 0.00 X 0 0 0 Daniel Norman MD Trustee 1.00 0.00 X 0 0 0 Christopher Proctor Trustee 1.00 39.00 X 0 210819 48085 Marsha Ticas Trustee 1.00 0.00 X 0 0 0 Ruby Turner Trustee 1.00 0.00 X 0 0 0 Victor Reid Trustee 1.00 0.00 X 0 0 0 Corinna Osbourne Trustee 1.00 0.00 X 0 0 0 Kathleen Holoyda MD Trustee (as of March) 1.00 0.00 X 28000 0 0 Jeff Orr MD Trustee 1.00 0.00 X 0 0 0 Katie Long Trustee (thru Jan) 1.00 0.00 X 0 0 0 Christopher Kiser Director of Foundation 40.00 0.00 X 0 249251 47435 28000 665337 152829 0 0 1 0 0 58254 259845 495 318099 141371 141371 3111147 3549499 -438352 -438352 -438352 55618 31967 23651 23651 44769 0 0 -273330 348024 348024 28000 14000 14000 86301 86301 24441 21791 2650 5768 1776 742 3250 13567 13567 2923 900 376 1647 7448 2756 4320 372 Physician Wellness Expe 47500 47500 Indirect Special Event 27110 27110 Repairs and Maintenance 1170 360 151 659 Dues and Subscriptions 546 546 2788 859 359 1570 595586 390466 154295 50825 151267 135255 10917797 8938592 11069064 9073847 160514 60057 0 2958 160514 63015 X 5867454 3808554 5041096 5202278 10908550 9010832 11069064 9073847 -550817 -1346901 0 X 0 1 X 1 0 X X 1 Barton HC System 946050274 3 1 348024 75500 1 348024 75500 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3969431 22411 3991842 3956633 12798 3969431 3848820 107851 38 3956633 3820534 30440 2154 3848820 3738620 81914 152556 152556 3820534 0.00000 1.00000 0.00000 0 0 0 Related Party Payables 2958 2958 X Part V, Line 4: The purpose of the endowment fund is to utilize the fund earnings in current and future support of the supported organization, Barton Healthcare System. Part X, Line 2: The Foundation believes that they have appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Edgewood Golf Event 55618 0 55618 0 0 15000 13967 0 3000 55618 55618 15000 13967 3000 31967 23651 1 Barton Healthcare System PO Box 9578 South Lake Tahoe CA 96158 946050274 501(c)(3) 348024 0 Supported Organization - General Program Support 1 0 Part I, Line 2: The Organization is a supporting organization for the benefit of a 501(c)(3) hospital. The Organization funds a variety of hospital program expenses such as home health/hospice, skilled nursing, medical equipment purchases, and other capital improvements to the hospital and facilities. 0 0 0 0 0 0 0 0 0 Christopher Kiser Director of Foundation 0 223298 0 25953 0 0 0 10583 0 36851 0 296685 0 0 Christopher Proctor Trustee 0 210819 0 0 0 0 0 9231 0 38854 0 258904 0 0 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. Form 990, Part VI, Section A, line 2 Melanie Turner and Dr. Daniel Norman have a family relationship. Melanie Turner and Ruby Turner have a family relationship. Form 990, Part VI, Section A, line 7a Barton Healthcare Systems has the right to approve and remove board members. Form 990, Part VI, Section A, line 7b Amendments to the bylaws must have written consent of Barton Healthcare System. Form 990, Part VI, Section A, line 8b There are no committees that are able to act on behalf of the board. Form 990, Part VI, Section B, line 11b Each member of the governing board of directors and officers are provided with an electronic copy of the Form 990 for review prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Each member of the governing board is required to complete an annual conflict of interest questionnaire. Pursuant to written policy, the board members are precluded from participating in debate and voting on any issue in which the member(s) (or a family member) may have a personal or business interest. Form 990, Part VI, Section B, line 15 The Director of 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. Form 990, Part VI, Section C, line 19 Documents requiring public disclosure are available upon request and are posted on the organization's website: https://www.bartonhealth.org/about-us/barton-990/. Organization contact Mindi Befu 530-543-5601. Barton Healthcare System PO Box 9578 South Lake Tahoe CA 96158 946050274 Hospital/Healthcare Services CA 501(c)(3) Line 3 N/A 0 Barton Medical Foundation PO Box 9578 South Lake Tahoe CA 96158 853977236 Arrange for the provision of health care services CA 501(c)(3) Line 3 Barton Healthcare System 0 ACO Collaborative LLC 7600 S Minnesota Ave Ste 200 Sioux Falls SD 57108 870984717 Arrange for the provision of health care services DE N/A 0 1 BHC MSO LLC 155 Highway 50 PO Box 5637 Stateline NV 89449 853297586 Management Services DE N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0