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Nonprofit · EIN 85-3977236

BARTON MEDICAL FOUNDATION

Tax-exempt · S LAKE TAHOE, CA 96158

Financials

$347K$11.1M2023$11.4M$21.7M2024
Revenue Expenses · by fiscal year end
Financials of BARTON MEDICAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$11,439,252$21,652,884-$10,213,632$1,511,566$893,305$618,261
December 31, 2023990$347,273$11,106,696-$10,759,423$276,327$784,802-$508,475
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$11,439,252
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$3,060
Occupancy
$134,036
Program services (functional)
$21,649,824
Management and general (functional)
$3,060

Balance sheet and other

Total assets, start of year
$276,327
Total assets, end of year
$1,511,566
Total liabilities, end of year
$893,305
Net assets, end of year
$618,261
Net assets without donor restrictions
$618,261
Gross receipts
$11,439,252
Employees
0
Volunteers
5
Year formed
2020
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Clinton Purvance MDChair/CEO
Trustee or director, Officer
2$0$1,378,212$67,732
David Young MDTrustee
Trustee or director
2$0$581,171$37,820
Kelly NeigerTreasurer/Secretary/CFO
Trustee or director, Officer
2$0$546,459$68,061
Clare Rudolph MDTrustee
Trustee or director
2$0$0$0
Paul Fry III MDTrustee
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Clint PurvanceChair/CEO
Trustee or director, Officer
2$0$1,032,558$54,047
Kelly NeigerTreasurer/Secretary/CFO
Trustee or director, Officer
2$0$539,144$57,879
Matthew WonnacottTrustee
Trustee or director
2$0$434,442$32,471
David YoungTrustee (As of Dec 23)
Trustee or director
2$0$147,723$0
Paul FryTrustee (As of May 23)
Trustee or director
2$0$0$0
Clare RudolphTrustee (As of Dec 23)
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 9578, S LAKE TAHOE, CA 96158-9578
In care of
% ATTN FINANCE
Principal officer (990 for 2024)
Clinton Purvance MD, PO Box 9578, South Lake Tahoe, CA 96158
Signed the 990
Kelly Neiger, Treasurer/Secretary/CFO
Phone
(530) 541-3420
Return prepared by
Eide Bailly LLP

Mission

To arrange for the provision of health care services.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $21,649,824 · revenue $11,439,252

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-3977236
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Hospital or medical research organization
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E30)
Assets (IRS master file)
$1,511,566
Income (IRS master file)
$11,439,252

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$11,439,252$21,652,884$1,511,566IRS
990December 2023$347,273$11,106,696$276,327XML
990December 2022$300,680$969,089$375,171IRS
990-EZDecember 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about BARTON MEDICAL FOUNDATION

What is the EIN of BARTON MEDICAL FOUNDATION?
The employer identification number (EIN) of BARTON MEDICAL FOUNDATION is 85-3977236.
Is BARTON MEDICAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to BARTON MEDICAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BARTON MEDICAL FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BARTON MEDICAL FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BARTON MEDICAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BARTON MEDICAL FOUNDATION?
The 990 for the year ended December 31, 2024 names Clinton Purvance MD.
Who are the officers and directors of BARTON MEDICAL FOUNDATION?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does BARTON MEDICAL FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $11,439,252, expenses of $21,652,884 and total assets of $1,511,566 at year end.

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