2024-11-06T08:19:41-06:00 2023-12-31 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2023-01-01 880268799 Barton Memorial Hospital Foundation BART 5305435612 PO Box 529 Zephyr Cove NV 89448 Kelly Neiger CFO 5305435612 2024-11-01 1 1 Lisa Chaffee CPA P00193453 7012551091 2024-11-01 2023 2024-10-15 13:58:12Z Barton Foundation Melanie Turner PO Box 529 Zephyr Cove NV 89448 3013063 0 X bartonhealthfoundation.org X 1990 NV Inspiring philanthropy for the health of our community. 11 11 0 20 0 0 318099 298522 0 0 -296981 -40740 23651 0 44769 257782 348024 575510 0 0 28000 0 0 0 44783 219562 144694 595586 720204 -550817 -462422 9073847 10005074 63015 16403 9010832 9988671 X 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. 0 0 590616 575510 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. 590616 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 1 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X X Kelly Neiger 5305413420 PO Box 9578 South Lake Tahoe CA 96158 Melanie Turner Board Chair (thru Dec 6) 1.00 0.00 X X 0 0 0 Diane Roeser-Kinney Vice Chairman (thru Dec 6) 1.00 39.00 X X 0 58788 16038 Shannon Birkholm Secretary (thru Dec 6) 1.00 23.00 X X 0 120231 41845 Saul Caprio Finance Chair (thru Dec 6) 1.00 0.00 X X 0 0 0 Wendy Atkins Pattenson Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Julee Delacour Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Meghan Grillone Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Kathleen Holoyda MD Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Melissa Jester Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Angela Moore Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Daniel Norman MD Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Jeff Orr MD Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Victor Reid Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Marsha Ticas Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Ruby Turner Trustee (thru Dec 6) 1.00 0.00 X 0 0 0 Abby Killebrew Chair (Start Dec 6) 1.00 5.00 X X 0 0 0 Patrick Fry Vice Chair/Secretary (Start Dec 6) 1.00 5.00 X X 0 0 0 Stefan Schunk Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Shawn Anderson Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Kathryn Biasotti Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Kirk Ledbetter Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Sherry Mlynsky Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Jeff Rahbeck Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Scott Weavil Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Wendy David Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Baghdassar Pat Baghkikian MD Trustee (Start Dec 6) 1.00 5.00 X 0 0 0 Christopher Kiser Director of Foundation 40.00 0.00 X 0 246773 50607 0 425792 108490 0 0 1 0 0 28983 269539 298522 193172 193172 2521369 2755281 -233912 -233912 -233912 257782 0 0 -40740 575510 575510 81438 81438 13045 11510 1535 3860 1130 486 2244 7344 7344 478 140 60 278 2444 904 1418 122 Indirect Special Event 30438 30438 Repairs and Maintenance 914 268 115 531 Dues and Subscriptions 792 792 3941 1154 496 2291 720204 590616 84805 44783 135255 100169 7273286 7455336 1665306 2449569 9073847 10005074 60057 10642 2958 5761 63015 16403 X 3808554 4781837 5202278 5206834 9010832 9988671 9073847 10005074 -462422 1440261 0 X 0 1 X 1 0 X X 1 Barton HC System 946050274 3 1 575510 0 1 575510 0 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 3991842 11091 4002933 3969431 22411 3991842 3956633 12798 3969431 3848820 107851 38 3956633 3820534 30440 2154 3848820 0.00000 1.00000 0.00000 0 0 0 Hedge Funds 2449569 F 2449569 Related Party Payables 5761 5761 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. 1 Barton Healthcare System PO Box 9578 South Lake Tahoe CA 96158 946050274 501(c)(3) 575510 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 240399 0 4115 0 2259 0 12158 0 38448 0 297379 0 0 Shannon Birkholm Secretary (thru Dec 6) 0 114765 0 5466 0 0 0 6314 0 35531 0 162076 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 4 Each member of the Board of Directors of Barton Healthcare System (BHS) serves as a board member of the filing organization effective December 6, 2023. When a board member ceases to serve on the BHS board, they will also cease serving on the filing organization's board. Form 990, Part VI, Section A, line 7a Barton Healthcare Systems (BHS) has the right to approve and remove board members. Once a board member is elected to serve on the BHS board, they also will serve on the filing organization board of directors. If they cease to serve on the BHS board, they will cease serving on the filing organization board as well. 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