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 853977236 Barton Medical Foundation BART 5305413420 PO Box 9578 South Lake Tahoe CA 96158 Kelly Neiger Treasurer/Secretary/CFO 5305413420 2024-11-01 1 1 Lisa Chaffee CPA P00193453 7012551091 2024-11-01 2023 2024-10-15 13:58:12Z Clint Purvance PO Box 9578 South Lake Tahoe CA 96158 347273 0 X www.bartonhealth.org X 2020 CA To arrange for the provision of health care services. 5 2 0 6 0 0 0 40000 300680 307273 0 0 0 0 300680 347273 0 0 0 0 0 0 0 0 0 969089 11106696 969089 11106696 -668409 -10759423 375171 276327 1043580 784802 -668409 -508475 To arrange for the provision of health care services. 0 0 11106696 307273 The organization arranges for the provision of charitable healthcare services, conducting medical research and health education. 11106696 1 1 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 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 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 X Kelly Neiger 5305413420 PO Box 9578 South Lake Tahoe CA 96158 X Clint Purvance Chair/CEO 2.00 38.00 X X 0 1032558 54047 Kelly Neiger Treasurer/Secretary/CFO 2.00 38.00 X X 0 539144 57879 Matthew Wonnacott Trustee 2.00 38.00 X 0 434442 32471 Paul Fry Trustee (As of May 23) 2.00 0.00 X 0 0 0 Clare Rudolph Trustee (As of Dec 23) 2.00 0.00 X 0 0 0 David Young Trustee (As of Dec 23) 2.00 14.00 X 0 147723 0 0 2153867 144397 0 0 1 0 Matthew Wonnacott MD PC dba Sierra Healt PO Box 9578 South Lake Tahoe CA 96158 Physician Services 250000 1 40000 40000 Patient Service Revenu 621990 307273 307273 307273 347273 307273 0 0 X 10759082 10759082 141 141 122313 122313 5899 5899 Recruiting 178742 178742 Bad Debt Expense 18844 18844 Arthrex Grant Purchases 11682 11682 Medical Supplies 454 454 9539 9539 11106696 11106696 0 0 885 28152 0 14571 12822 332448 262620 375171 276327 83 522182 1043497 262620 1043580 784802 X -668409 -508475 -668409 -508475 375171 276327 X -10759423 10919357 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Right of Use Assets 262620 262620 Lease Obligations 262620 262620 X 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 Clint Purvance Chair/CEO 0 698146 0 330204 0 4208 0 10233 0 43814 0 1086605 0 0 Kelly Neiger Treasurer/Secretary/CFO 0 452745 0 83236 0 3163 0 14064 0 43814 0 597022 0 0 Matthew Wonnacott Trustee 0 336531 0 96455 0 1456 0 16500 0 15971 0 466913 0 0 Part I, Line 4b Clint Purvance received payments of $141,677 from a related organization, BHC MSO, LLC, for participation in a 409(A) plan. Matthew Wonnacott MD PC dba Sierra Health Trustee Accounts Receivable X 0 12822 0 1 0 12822 Matthew Wonnacott MD PC dba Sierra Health Board Member owns 100% 250000 Physician Services 0 Form 990, Part VI, Section A, line 2 Clint Purvance, Kelly Neiger and Matthew Wonnacott, MD all have a business relationship with each other. David Young and Clare Rudolph 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 comprises 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 and are posted on the organization's website: https://www.bartonhealth.org/about-us/barton-990/. Organization contact Mindi Befu 530-543-5601. 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 10,316,549. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,316,549. Support Services Expense: Program service expenses 400,267. Management and general expenses 0. Fundraising expenses 0. Total expenses 400,267. Other Purchased Services: Program service expenses 4,766. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,766. Consulting: Program service expenses 37,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,500. Form 990, Part XI, line 9: Paid in capital from Barton Health Systems 10,919,357. 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 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 0 BHC MSO LLC PO Box 9578 South Lake Tahoe CA 96158 853297586 Management Services CA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0