2025-11-03T12:06:47-06:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 853977236 Barton Medical Foundation BART 5305413420 PO Box 9578 South Lake Tahoe CA 96158 Kelly Neiger Treasurer/Secretary/CFO 5305413420 2025-11-03 1 1 Kim Hunwardsen CPA P00484560 6122536500 2025-11-03 2024 2025-03-06 01:10:19Z Clinton Purvance MD PO Box 9578 South Lake Tahoe CA 96158 11439252 0 X www.bartonhealth.org X 2020 CA To arrange for the provision of health care services. 5 2 0 5 0 0 40000 0 307273 11439252 0 0 0 0 347273 11439252 0 0 0 0 0 0 0 0 0 11106696 21652884 11106696 21652884 -10759423 -10213632 276327 1511566 784802 893305 -508475 618261 To arrange for the provision of health care services. 0 0 21649824 11439252 Barton Medical Foundation is a community-based, not-for-profit organization that arranges for the provision of healthcare services to the bi-state communities in which it serves. Services include primary and specialty care provided at a variety of clinical locations including Barton Memorial Hospital, Barton Urgent Care, Barton Community Health Center, and various clinics located in El Dorado County, California and Douglas County, Nevada. The organization further provides free or discounted care to patients eligible for financial assistance. 21649824 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 1 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 X Clinton Purvance MD Chair/CEO 2.00 38.00 X X 0 1378212 67732 Kelly Neiger Treasurer/Secretary/CFO 2.00 38.00 X X 0 546459 68061 Clare Rudolph MD Trustee 2.00 0.00 X 0 0 0 David Young MD Trustee 2.00 28.50 X 0 581171 37820 Paul Fry III MD Trustee 2.00 0.00 X 0 0 0 0 2505842 173613 0 0 1 0 Tahoe Carson Valley Medical Group Inc 2170 South Ave South Lake Tahoe CA 96150 Physician Services 10350492 Matthew Wonnacott MD PC dba Sierra Healt PO Box 9578 South Lake Tahoe CA 96158 Physician Services 1359000 2 Patient Service Revenue 621990 11438928 11438928 324 324 11439252 11439252 11439252 0 0 X 3060 3060 21169769 21169769 832 832 134036 134036 6607 6607 Recruiting 308159 308159 30421 30421 21652884 21649824 3060 0 885 455275 807708 12822 0 5000 262620 243583 276327 1511566 522182 649722 262620 243583 784802 893305 X -508475 618261 -508475 618261 276327 1511566 X -10213632 11340368 X 0 1 X 1 0 X Form 990, Schedule A: Our organization has tax exempt status as a hospital; however, we are not required to be licensed as a hospital and therefore do not need to complete Schedule H, Hospitals. 0 Right of Use Assets 243583 243583 Lease Obligations 243583 243583 X 11439252 0 11439252 0 11439252 21652884 0 21652884 0 21652884 Part X, Line 2: The Medical Foundation believes that it has appropriate support for any tax positions taken affecting their annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Medical 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. 0 1 0 0 0 0 0 0 0 Clinton Purvance MD Chair/CEO 0 1021923 0 352913 0 3376 0 17250 0 50482 0 1445944 0 0 David Young MD Trustee 0 569200 0 9185 0 2786 0 0 0 37820 0 618991 0 0 Kelly Neiger Treasurer/Secretary/CFO 0 476058 0 67025 0 3376 0 17250 0 50811 0 614520 0 0 Part I, Line 4b The CEO received payments of $203,998 from a related organization, BHC MSO, LLC, for participation in a 409(A) plan. Form 990, Part VI, Section A, line 2 Clinton Purvance MD and Kelly Neiger have a business relationship with each other. David Young MD and Clare Rudolph MD have a business relationship with each other. Form 990, Part VI, Section A, line 6 Barton Healthcare System is the sole member. Form 990, Part VI, Section A, line 7a Board of Directors is comprised of five directors. Three directors are appointed by the sole member. The sole member can remove any of these three board members at any time with or without cause. One director must be a member of the Physician Executive Council that is nominated by the Physician Executive Council, but approved by the Barton Medical Foundation's board. One director must be a community representative appointed by the Barton Medical Foundation's Board. Form 990, Part VI, Section A, line 7b The following actions are reserved solely to the member: - Appointment and removal of the Foundation's directors. - Approval of borrowing or lending money or the incurrence or guarantee of any debt or other financial obligation, directly or indirectly, by the Foundation that exceeds a financial threshold. - Approval of any strategic plan, business plan, or mission plan of the Foundation, including without limitation authorization of any material changes in the scope of services offered by the Foundation, or any amendments thereto (subject in each case to the right of the Member, as part of the approval process, to make modifications as the Member deems necessary or appropriate). - Any acquisition, purchase, sale, lease, mortgage, or other transfer or encumbrance of any property in excess of a financial threshold (whether or not strictly monetary) established by the Member from time to time or any real property of the Foundation, irrespective of the value and any dissolution, merger, consolidation, sale, or other corporate restructuring of the Foundation. Form 990, Part VI, Section A, line 8b There are no committees that have the authority to act on behalf of the governing 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 The governing board members are 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 family member) may have a personal or business interest. The Board Chair and/or hospital counsel will determine if there is a conflict. Form 990, Part VI, Section B, line 15 The CEO and CFO are paid by a related management company, BHC MSO, LLC. A related nonprofit organization, Barton Healthcare Systems reviews and approves the compensation for all three board members and officers listed in Part VII. Form 990, Part VI, Section C, line 19 Documents requiring public disclosure are available upon request. Part VII The compensation reported on Part VII reflects compensation for services to Barton Healthcare System and related organizations. Form 990, Part IX, line 11g Medical Fees: Program service expenses 18,506,339. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,506,339. Other Purchased Services: Program service expenses 4,005. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,005. Consulting: Program service expenses 25,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,000. Support Services: Program service expenses 2,634,425. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,634,425. Form 990, Part XI, line 9: Paid in capital from Barton Health Systems 11,340,368. Barton Memorial Hospital Foundation Inc PO Box 529 Zephyr Cove NV 89449 880268799 Fundraising NV 501(c)(3) Line 12a, I Barton Healthcare System 0 Barton Healthcare System PO Box 9578 South Lake Tahoe CA 96158 946050274 Hospital CA 501(c)(3) Line 3 N/A 0 BHC MSO LLC PO Box 9578 South Lake Tahoe CA 96158 853297586 Management Services CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1