2025-11-03T12:06:04-06:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 880268799 Barton Memorial Hospital Foundation BART 5305435612 PO Box 529 Zephyr Cove NV 89448 Kelly Neiger BHS CFO 5305435612 2025-11-03 1 1 Kim Hunwardsen CPA P00484560 6122536500 2025-11-03 2024 2025-03-06 01:10:19Z Barton Foundation Kelly Neiger PO Box 529 Zephyr Cove NV 89448 2074041 0 X bartonhealthfoundation.org X 1990 NV Inspiring philanthropy for the health of our community. 11 11 0 16 0 0 298522 237052 0 0 -40740 482517 0 0 257782 719569 575510 29193 0 0 0 0 0 0 133919 144694 239410 720204 268603 -462422 450966 10005074 11053038 16403 13761 9988671 11039277 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 39873 29193 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. 39873 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 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X Kelly Neiger 5305413420 PO Box 9578 South Lake Tahoe CA 96158 Abby Killebrew Chair 1.00 5.00 X X 0 0 0 Patrick Fry Vice Chair 1.00 5.00 X X 0 0 0 Stefan Schunk MD Trustee 1.00 5.00 X 0 0 0 Shawn Anderson Trustee 1.00 5.00 X 0 0 0 Kathryn Biasotti Trustee 1.00 5.00 X 0 0 0 Kirk Ledbetter Trustee 1.00 5.00 X 0 0 0 Sherry Mlynsky Secretary/Treasurer 1.00 5.00 X 0 0 0 Jeff Rahbeck Trustee 1.00 5.00 X 0 0 0 Scott Weavil Trustee 1.00 5.00 X 0 0 0 Jonathon Cefalu Trustee (As of 5/24) 1.00 5.00 X 0 0 0 Peter DiGrande MD Trustee (As of 5/24) 1.00 5.00 X 0 0 0 Wendy David Trustee (Until 5/24) 1.00 5.00 X 0 0 0 Baghdassar Pat Baghdikian MD Trustee (Until 5/24) 1.00 5.00 X 0 0 0 Christopher Kiser Director of Foundation 40.00 0.00 X 0 260756 54689 0 260756 54689 0 0 1 0 0 117379 119673 237052 308214 308214 1528775 1354472 174303 174303 174303 719569 0 0 482517 X 29193 29193 86778 86778 96714 8971 7024 80719 195 195 3508 526 351 2631 13907 13907 3182 3182 Indirect Special Event 28544 28544 Repairs and Maintenance 527 79 53 395 Dues and Subscriptions 312 47 31 234 5743 862 574 4307 268603 39873 94811 133919 100169 152753 7455336 8179986 2449569 2720299 10005074 11053038 10642 9692 5761 4069 16403 13761 X 4781837 5786331 5206834 5252946 9988671 11039277 10005074 11053038 450966 599640 0 X 0 1 X 1 0 X X 1 Barton HC System 946050274 3 1 29193 0 1 29193 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 4002933 11223 238739 238739 4014156 3991842 11091 316139 316139 4002933 3969431 22411 3991842 3956633 12798 3969431 3848820 107851 38 3956633 0.00000 1.00000 0.00000 0 0 0 Hedge Funds 2720299 F 2720299 Related Party Payables 4069 4069 X 1597367 599640 362350 2586 964576 632791 86778 86778 719569 546761 362350 2586 364936 181825 86778 86778 268603 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. Part XI, Line 2d - Other Adjustments: Net Assets Released from Restrictions 2,586. Part XII, Line 2d - Other Adjustments: Net Assets Released from Restrictions 2,586. 1 Barton Healthcare System PO Box 9578 South Lake Tahoe CA 96158 946050274 501(c)(3) 29193 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 250614 0 7732 0 2410 0 9633 0 45057 0 315446 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 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. Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 0. Management and general expenses 7,024. Fundraising expenses 0. Total expenses 7,024. Other Purchased Services: Program service expenses 8,971. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,971. Consulting: Program service expenses 0. Management and general expenses 0. Fundraising expenses 80,719. Total expenses 80,719. 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 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