BARTON HEALTHCARE SYSTEM: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARTON HEALTHCARE SYSTEM (EIN 94-6050274)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202403119349301425
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T08:19:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4585 Coleman St Ste 200 | AddressLine1Txt |
| City | Bismarck | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946050274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barton Healthcare System | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 5305413420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9578 | AddressLine1Txt |
| City | South Lake Tahoe | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kelly Neiger | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5305413420 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Chaffee CPA | PreparerPersonNm |
| PTIN | P00193453 | PTIN |
| Phone | 7012551091 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Clinton Purvance MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9578 | AddressLine1Txt |
| City | South Lake Tahoe | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $270,092,697 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bartonhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Barton Health delivers safe, high quality care and engages the community in the improvement of health and wellness. Barton Health is the community health leader known for compassion and chosen for quality. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1138 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $695,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $730,088 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $224,035,657 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $233,929,161 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,647,683 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,611,547 | CYInvestmentIncomeAmt |
| PY Other Revenue | $384,134 | PYOtherRevenueAmt |
| CY Other Revenue | $377,657 | CYOtherRevenueAmt |
| PY Total Revenue | $232,763,134 | PYTotalRevenueAmt |
| CY Total Revenue | $237,648,453 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $683,061 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $532,581 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $104,510,981 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $115,376,212 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $126,326,598 | PYOtherExpensesAmt |
| CY Other Expenses | $108,789,125 | CYOtherExpensesAmt |
| PY Total Expenses | $231,520,640 | PYTotalExpensesAmt |
| CY Total Expenses | $224,697,918 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,242,494 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,950,535 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $337,614,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $360,085,089 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,769,278 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,720,747 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $279,845,586 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $301,364,342 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Barton Health delivers safe, high quality care and engages the community in the improvement of health and wellness. Barton Health is the community health leader known for compassion and chosen for quality. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $158,842,940 | ExpenseAmt |
| Grant | $532,581 | GrantAmt |
| Revenue | $226,548,681 | RevenueAmt |
| Desc | Barton Healthcare System (Barton Health) is a 501(c)(3) community health system that includes a licensed 63-bed full-service, general acute care hospital with a 24-hour emergency room; 48 bed skilled nursing and long-term care facility; ambulatory surgery center and 23 ambulatory outpatient clinics. Barton Health is a bi-state health system serving the greater Lake Tahoe region in addition to transient-based patients. Barton Health provides exceptional medical care regardless of an individual's ability to pay. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,084,060 | ExpenseAmt |
| Revenue | $6,863,650 | RevenueAmt |
| Desc | The Barton Community Health Center provides routine medical care to Medicare and Medi-Cal beneficiaries, those with insurance including those with high share or cost, or deductibles, or those who are uninsured. Same day appointments are generally available, which improves medical outcomes. Barton Community Health Center combines the efforts of numerous skilled professionals including nurse practitioners, medical assistants, nurses, other medical support staff, and contracts with primary care and specialty care physicians. Physicians are board certified or board eligible in the following: family medicine, pediatrics, internal medicine, infectious disease, Continued on Schedule O...cardiology and neurology. Patients are sometimes undocumented migrant workers not eligible for Medi-Cal or are insured low-income patients with high deductibles. Underinsured and uninsured private pay patients are charged on a sliding scale based on income and services provided. Barton's Community Health Center serves as a gateway for patients in need of health care include, but not limited to the following: birth control, family planning services, preconception information and referrals for sterilization, substance use disorder treatments (MAT services), ADHD/ADD, high blood pressure, STD treatment, referrals for HIV services and screening for DES (diethylstilbestrol) exposure. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,004,129 | ExpenseAmt |
| Desc | The Financial Assistance Program assists patients of Barton Memorial with their medical bills. It matches the patients' ability to pay according to their unique circumstance. Patients are asked to complete an application and provide financial information about their income to determine their ability to pay. The discount patients receive on their medical bill depends on their adjusted gross income compared with the U.S. Department of Health & Human Services poverty income guidelines. The program is designed for those patients who cannot afford their medical bills. Barton Health provides discounts for those with incomes up to 400 percent of the most recent poverty income guidelines, and/or under special circumstances. During the current year this program provided over $6 million of gross charges in charity care. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The following programs are community outreach programs that benefit the health of Barton Health Lake Tahoe South Shore Community.Food Insecurity Program: In partnership with Whole Foods and Starbucks, we distributed high quality perishable and non-perishable food 5 days a week to our community partners and directly to our most vulnerable community members. Distribution partners include The Tahoe Coalition for the Homeless, Bread & Broth, and several faith-based organizations. We provided volunteer and administrative support to one of our largest pantries, Christmas Cheer Food Pantry, when their director retired. Support included sourcing food, recruiting volunteers, providing vehicles, and picking up and delivering food to our community's most vulnerable.Community Health Fair: Barton hosted a successful community health fair at Bijou Elementary School on October 19, 2023. Approximately 350 community members attended and received medical services and education, such as blood pressure checks, CPR training, and Covered CA enrollment support, along with community-provided services including flu and COVID-19 vaccines.Community Health Improvement Efforts: Barton leads the Community Health Advisory Committee (75-member all volunteer community board) which is focused on identifying and then addressing unmet health needs. Barton facilitated a stakeholder workgroup to re-engage with the Behavioral Health Network leaders. This 12-person working group is focused primarily on identifying and addressing the gaps in our community's mental health services and now reports as a subcommittee of the Community Advisory Committee.Social Determinants of Health: Barton participated in and financially supported the following community-based programs related to environmental factors that influence our community members' health and wellness. - TRANSPORTATION: South Shore Transit Management Association-Barton provides staffing resources to help chair a volunteer board that has created a free micro transit service (Lake Link) designed to serve at-risk populations and provide transportation to and from work, medical care, and basic services. This service was expanded to include more of the South Shore community in 2023. - HOUSING INSTABILITY: Barton hired a consultant to determine possible workforce housing opportunities with currently owned parcels. Work was focused on donating properties, evaluating parcel capacity, and finding possible development partners. - HEALTHCARE DISPARITY: Barton participated in a steering committee that help serve our Latino community members. The Multicultural Celebration provided the opportunity to educate our community members about the health system's offerings and eliminate real or perceived barriers to access appropriate care. Barton staff met monthly with community members with the Family Resource Center to better understand the real and perceived barriers that our Latino community members face with respect to receiving the care that they need. We have focused on bringing the appropriate education and care to meet these important community members where they are at.We have continued our collaboration with The Tahoe Coalition for the Homeless to expedite appropriate care and decrease emergency department visits for those they serve. We also provided staff to assist with the annual Point in Time count and understanding community needs with ride-along activities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $170,931,129 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1138 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelly Neiger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5305413420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9578 | AddressLine1Txt |
| City | South Lake Tahoe | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96158 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Abby Killebrew | |||||||||
| Chair | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patrick Fry | |||||||||
| Vice Chair/Secretary | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Stefan Schunk | |||||||||
| Trustee/Hospitalist | 5.00 | 1.00 | Yes (X) | $63,365 | $0 | $0 | |||
| Shawn Anderson | |||||||||
| Trustee | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathryn Biasotti | |||||||||
| Trustee | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kirk Ledbetter | |||||||||
| Trustee | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sherry Mlynsky | |||||||||
| Trustee | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Rahbeck | |||||||||
| Trustee | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Weavil | |||||||||
| Trustee (As of May 23) | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Wendy David | |||||||||
| Trustee | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Baghdassar Pat Baghkikian MD | |||||||||
| Trustee | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Clinton Purvance MD | |||||||||
| CEO | 37.00 | 3.00 | Yes (X) | $0 | $1,032,558 | $54,047 | |||
| Kelly Neiger | |||||||||
| CFO | 37.00 | 3.00 | Yes (X) | $0 | $539,144 | $57,879 | |||
| Carla Adams | |||||||||
| CNO | 40.00 | 0.00 | $246,353 | $0 | $25,026 | Yes (X) | |||
| Thomas Davis | |||||||||
| Director of Medical Imaging | 40.00 | 0.00 | $209,932 | $0 | $35,272 | Yes (X) | |||
| Karen Conant | |||||||||
| Director of Ambulatory Operations | 40.00 | 0.00 | $227,368 | $0 | $52,642 | Yes (X) | |||
| Matthew Wonnacott | |||||||||
| CMO | 37.50 | 2.50 | $434,442 | $0 | $32,471 | Yes (X) | |||
| Jennifer Whisnant | |||||||||
| Pulmonary Services Supervisor | 40.00 | 0.00 | $262,009 | $0 | $57,336 | Yes (X) | |||
| Jeffrey Koeck | |||||||||
| Directory of Pharmacy | 40.00 | 0.00 | $248,713 | $0 | $47,456 | Yes (X) | |||
| Christopher Kiser | |||||||||
| Director of Foundation | 0.00 | 40.00 | $246,773 | $0 | $50,607 | Yes (X) | |||
| Denise Sharon | |||||||||
| Nursing Supervisor | 40.00 | 0.00 | $241,078 | $0 | $49,590 | Yes (X) | |||
| Jason Call | |||||||||
| Advanced Practice Provider | 40.00 | 0.00 | $239,353 | $0 | $45,659 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,419,386 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,571,702 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $507,985 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 279 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Tahoe Carson Valley Medical Group Inc | |||||
| 2155 South Ave Ste 24 | South Lake Tahoe | CA | 96150 | Physician Services | $18,234,999 |
| Tahoe Orthopedics & Sports | |||||
| PO Box 11889 | Zephyr Cove | NV | 89448 | Physician Services | $4,621,307 |
| FocusOne Solutions LLC | |||||
| 13609 California Street | Omaha | NE | 68154 | Staff Labor Services | $4,286,602 |
| Coronis Health RCM LLC | |||||
| 5963 Exchange Dr Suite 114 | Sykesville | MD | 21784 | Collection Agency | $3,823,423 |
| BHC MSO LLC | |||||
| 2170 South Ave | South Lake Tahoe | CA | 96150 | Management Services | $3,430,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $575,510 | RelatedOrganizationsAmt |
| Government Grants | $58,500 | GovernmentGrantsAmt |
| All Other Contributions | $96,078 | AllOtherContributionsAmt |
| Noncash Contributions | $89,088 | NoncashContributionsAmt |
| Total Contributions | $730,088 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Net Patient Service Revenue | 621990 | $224,736,821 | $224,736,821 | |
| Investment in Washoe Barton Medic | 621110 | $7,270,671 | $7,270,671 | |
| Supporting Revenue | 621990 | $1,714,491 | $1,714,491 | |
| Cafeteria | 722514 | $516,830 | $516,830 | |
| Investment in ACO Collaborative | 621110 | -$309,652 | -$309,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $233,929,161 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,104,690 | TotalRevenueColumnAmt |
| Exclusion | $3,104,690 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $377,657 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $377,657 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,657 | TotalRevenueColumnAmt |
| Exclusion | $377,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,907,422 | SecuritiesAmt |
| Other | $43,679 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,422,260 | SecuritiesAmt |
| Other | $21,984 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$514,838 | SecuritiesAmt |
| Other | $21,695 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$493,143 | TotalRevenueColumnAmt |
| Exclusion | -$493,143 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,648,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $233,412,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,506,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,550 | TotalAmt |
| Program Services | $517,550 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,031 | TotalAmt |
| Program Services | $15,031 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,871 | TotalAmt |
| Program Services | $985,724 | ProgramServicesAmt |
| Management And General | $341,147 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,674 | TotalAmt |
| Program Services | $426,874 | ProgramServicesAmt |
| Management And General | $11,800 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,721,601 | TotalAmt |
| Program Services | $63,718,559 | ProgramServicesAmt |
| Management And General | $22,003,042 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,132,779 | TotalAmt |
| Program Services | $2,356,445 | ProgramServicesAmt |
| Management And General | $776,334 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,210,940 | TotalAmt |
| Program Services | $13,624,748 | ProgramServicesAmt |
| Management And General | $4,586,192 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,545,347 | TotalAmt |
| Program Services | $4,907,995 | ProgramServicesAmt |
| Management And General | $1,637,352 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,059,503 | TotalAmt |
| Program Services | $1,198,672 | ProgramServicesAmt |
| Management And General | $860,831 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,089 | TotalAmt |
| Management And General | $126,089 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Management And General | $3,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,357 | TotalAmt |
| Management And General | $208,357 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,145,336 | TotalAmt |
| Program Services | $29,698,419 | ProgramServicesAmt |
| Management And General | $10,446,917 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,140 | TotalAmt |
| Program Services | $87 | ProgramServicesAmt |
| Management And General | $341,053 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,032,318 | TotalAmt |
| Program Services | $4,353,699 | ProgramServicesAmt |
| Management And General | $3,678,619 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,190,636 | TotalAmt |
| Program Services | $599,941 | ProgramServicesAmt |
| Management And General | $4,590,695 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,400,435 | TotalAmt |
| Program Services | $1,760,468 | ProgramServicesAmt |
| Management And General | $2,639,967 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,302 | TotalAmt |
| Program Services | $45,008 | ProgramServicesAmt |
| Management And General | $29,294 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,282 | TotalAmt |
| Program Services | $1,097,282 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,129,937 | TotalAmt |
| Program Services | $10,578,495 | ProgramServicesAmt |
| Management And General | $551,442 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820,673 | TotalAmt |
| Program Services | $1,820,673 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $25,604,644 | $25,391,907 | $212,737 |
| Relief Expense | $6,118,978 | $5,761,574 | $357,404 |
| Non-Medical Supplies | $2,119,816 | $1,756,049 | $363,767 |
| Bad Debt Expense | $315,929 | $315,929 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,697,918 | TotalAmt |
| Program Services | $170,931,129 | ProgramServicesAmt |
| Management And General | $53,766,789 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,440,937 | BOYAmt |
| EOY | $10,806,536 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,145,115 | BOYAmt |
| EOY | $43,598,778 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,213,276 | BOYAmt |
| EOY | $4,322,297 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,361,523 | BOYAmt |
| EOY | $3,986,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $255,528,415 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $144,882,991 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,631,410 | BOYAmt |
| EOY | $110,645,424 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,123,526 | BOYAmt |
| EOY | $96,745,952 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,729,808 | BOYAmt |
| EOY | $5,024,525 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,345,710 | BOYAmt |
| EOY | $67,565,928 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,473,559 | BOYAmt |
| EOY | $17,389,553 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,614,864 | BOYAmt |
| EOY | $360,085,089 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,408,183 | BOYAmt |
| EOY | $27,408,629 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,640,799 | BOYAmt |
| EOY | $7,416,218 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,700,000 | BOYAmt |
| EOY | $13,100,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,020,296 | BOYAmt |
| EOY | $10,795,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,769,278 | BOYAmt |
| EOY | $58,720,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,845,586 | BOYAmt |
| EOY | $301,364,342 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,845,586 | BOYAmt |
| EOY | $301,364,342 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,614,864 | BOYAmt |
| EOY | $360,085,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,950,535 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,568,221 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $21,904 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $21,904 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | A portion of annual dues paid to trade associations are allocated to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $122,999 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,991,842 | BeginningYearBalanceAmt |
| Contributions | $11,091 | ContributionsAmt |
| End Year Balance | $4,002,933 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,969,431 | BeginningYearBalanceAmt |
| Contributions | $22,411 | ContributionsAmt |
| End Year Balance | $3,991,842 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,956,933 | BeginningYearBalanceAmt |
| Contributions | $12,798 | ContributionsAmt |
| End Year Balance | $3,969,731 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,848,820 | BeginningYearBalanceAmt |
| Contributions | $107,813 | ContributionsAmt |
| Investment Earnings Or Losses | $176,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $176,165 | OtherExpendituresAmt |
| End Year Balance | $3,956,633 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,816,534 | BeginningYearBalanceAmt |
| Contributions | $28,286 | ContributionsAmt |
| Investment Earnings Or Losses | $220,734 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $216,734 | OtherExpendituresAmt |
| End Year Balance | $3,848,820 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $27,218,110 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,245,041 | OtherCostOrOtherBasisAmt |
| Book Value | $34,463,151 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,153,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,220,142 | DepreciationAmt |
| Book Value | $53,933,369 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,913,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,303,119 | DepreciationAmt |
| Book Value | $2,610,792 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,307,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,378,090 | DepreciationAmt |
| Book Value | $16,929,506 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $122,999 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,567,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,981,640 | DepreciationAmt |
| Book Value | $2,708,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $110,645,424 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment in Washoe Barton Medical Clinic | $56,979,221 | C |
| ACO Collaborative LLC Stock | $5,500 | C |
| Investment in BHC MSO LLC | -$338,150 | C |
| Investment in Barton Medical Foundation | $10,919,357 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $67,565,928 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Third Party Payors | $1,087,891 |
| Claims Reserve | $6,034,958 |
| Lease Obligations | $2,398,665 |
| 457b Plan Payable | $1,084,279 |
| Other Liabilities | $200,000 |
| Due to/from Related Parties | -$9,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,795,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | General photographs, paintings, etc. on display for our patients and guests. |
| Part V, Line 4: | Barton Memorial Hospital Foundation, Inc., a related 501(c)(3) entity, holds an endowment fund in which the earnings are used to support Barton Healthcare System. |
| Part X, Line 2: | The Hospital believes that they have 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 Hospital 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,923,124 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,923,124 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,923,124 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part IV: | FormAndLineReferenceDesc |
| Explanation | The Barton Healthcare System reviews its direct and indirect investments during the tax period for determining required foreign filings. The Barton Healthcare System makes direct and indirect transfers to a foreign corporation. The Barton Healthcare System would file Form 926 if the transfers met the requirements for filing. The Barton Healthcare System's transfers to foreign corporations did require filing Form 926. The Barton Healthcare System has ownership interests in a foreign corporation. The Barton Healthcare System would file Form 5471 if the ownership met the requirements for filing. The Barton Healthcare System's ownership in foreign corporations did not require filing Form 5471. The Barton Healthcare System invests in a corporation that holds direct or indirect interests in passive foreign investment companies (PFICs). The Barton Healthcare System would file Form 8621s for underlying investments that generate unrelated business income. The Barton Healthcare System would not file Form 8621s where the investment partnerships have properly filed Form 8621s, or where the underlying investments did not generate any unrelated business income. The Barton Healthcare System did not require filing Form 8621. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent100 | Yes (X) | Percent100Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,743,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,743,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00780 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,454,224 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $29,004,670 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,449,554 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02430 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,064,999 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,346,384 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $718,615 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00320 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $38,262,223 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $30,351,054 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,911,169 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03530 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $483,872 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,411 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $482,461 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00220 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $554,695 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $212,192 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $342,503 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,965,980 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,111,093 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,854,887 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02610 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $91,879 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $91,879 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,096,426 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,324,696 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,771,730 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03020 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $50,358,649 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $35,675,750 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,682,899 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06550 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,605 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $20,605 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,329,753 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $157,383 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,172,370 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00520 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $596,670 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $596,670 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00270 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,947,028 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $157,383 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,789,645 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00800 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $28,024,808 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $4,657,429 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $20,015,284 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $28,020,883 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$8,005,599 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barton Memorial Hospital | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2170 South Avenue | AddressLine1Txt |
| City | South Lake Tahoe | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.bartonhealth.org | WebsiteAddressTxt |
| State License | 030000013 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barton Memorial Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 21 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Page 8 | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 21 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Page 8 | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 100.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Page 8 | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Page 8 | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Page 8 | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Barton Memorial Hospital | Part V, Section B, Line 5: A community health phone survey was conducted to record community feedback. The sample design used for this effort consisted of a stratified random sample of 400 individuals age 18 and older in the primary service area, separated into four sub-communities. Once the interviews were completed, these were weighted in proportion to the actual population distribution so as to appropriately represent the primary service area as a whole. All administration of the surveys, data collection and data analysis was conducted by PRC. Additionally, to solicit input from key informants, those individuals who have a broad interest in the health of the community, an online key informant survey also was implemented as part of this process. |
| Barton Memorial Hospital | Part V, Section B, Line 7d: Community presentations to chamber leadership, Barton auxiliary, city council, community benefit organizations, service clubs, etc. |
| Barton Memorial Hospital | Part V, Section B, Line 11: In our most recent CHNA our community highlighted the following 12 areas of opportunity for our hospital: Improving access to health care services, providing and educating about the benefits of colorectal cancer screening, providing and educating on care related to diabetes management, providing education about heart disease and stroke, expanding prenatal care, expanding services and education related to mental health, providing nutrition and physical activity services, providing education related to high-impact chronic pain, continue providing education and medical services related to COVID-19, expanding treatment and education related to substance abuse and educating on the harms caused by the use of vaping products. Our organization has strategies in place to address each of the 12 needs identified, but in the last year our focus has been on the top three priorities: improving access to healthcare, substance abuse and mental health. These priorities were ranked by our Community Health Advisory Committee which is made up of community-based agencies, health system leaders, and governmental partners. They based their rankings on scope and severity, prevalence, and ability to impact.In the current year our organization realized the following accomplishments related to our most recent CHNA survey:Access to Care:1. Increased the number of patients assigned to Barton primary care providers by 12.3%.2. Developed ambulatory footprint for the Nevada campus that expanded orthopedic services and consolidated the Nevada primary care into the existing Urgent Care clinic to streamline access and improve efficiency.3. Implemented initiatives to improve access to care which included "Access Taskforce" to increase appointment slots on provider schedules and implemented a recall list for all primary care providers. These initiatives increased appointment availability for preventive care, annual wellness visits, and OB/GYN services by 7%.Access to Mental Health Services:1. Onboarded an adult psychiatrist March 2023.2. Increased depression screenings in primary care offices by 5%.3. Reviewed the behavioral health referral work queue to understand appropriate referral opportunities to tele-behavioral health treatment options for Medi-Cal patients. Patients identified as appropriate for referral were scheduled to see a provider.Access to Substance Abuse Services:1. Partnered with a third-party substance use counselor to provide expanded counseling to Medication Assisted Treatment (MAT) patients which resulted in counseling 35 MAT patients.2. Increased the overall number of MAT patients by 48%.3. Organized and hosted two community webinars that discussed the reduction of substance abuse stigma and healthy and responsible practices for families during the holidays. |
| Barton Memorial Hospital | Part V, Section B, Line 13b: In addition to the FPG, the Hospital considers if the patient is uninsured and/or underinsured when determining if they qualify for free care or discounted care. |
| Form 990, Schedule H, Part V, Line 7a and 10a: | https://www.bartonhealth.org/about-us/caring-for-our-community/community-health-needs-assessment/ |
| Form 990, Schedule H, Part V, Line 16a, FAP Website: | https://www.bartonhealth.org/patients-family/billing-financial-services/financial-aid/ |
| Form 990, Schedule H, Part V, Line 16b, FAP Application Website: | https://www.bartonhealth.org/patients-family/billing-financial-services/financial-aid/ |
| Form 990, Schedule H, Part V, Line 16c, FAP Plain Language Summary: | https://www.bartonhealth.org/patients-family/billing-financial-services/financial-aid/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 23 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Barton Center of Orthopedics & Wellness | ||||
| 2170 B South Avenue | South Lake Tahoe | CA | 96150 | Orthopedics/Rehab/Performance/Rheumatology |
| 2 - Lake Tahoe Surgery Center | ||||
| 212 Elks Point Road Ste 201 | Zephyr Cove | NV | 89448 | Ambulatory Surgery Center |
| 3 - Barton Community Health Center | ||||
| 2201 2209 South Avenue | South Lake Tahoe | CA | 96150 | Rural Health Clinic, Primary Care, Pediatrics & Specialty Care |
| 4 - Tahoe Orthopedic & Sports Medicine | ||||
| 935 Mica Drive Bldg C Ste 13 14 | Carson City | NV | 89705 | Orthopedic Clinic |
| 5 - Barton Multi-Specialty Clinic | ||||
| 1139 Third Street | South Lake Tahoe | CA | 96150 | General Surgery/Gastroenterology/Plastic Surgery/Oncology |
| 6 - Barton Urgent Care & Occupational Health | ||||
| 155 Highway 50 | Stateline | NV | 89449 | Urgent Care/Occupational Health |
| 7 - Barton Family Medicine | ||||
| 1090 Third Street | South Lake Tahoe | CA | 96150 | Primary Care Clinic |
| 8 - Barton Primary Care at Stateline | ||||
| 165 Highway 50 | Stateline | NV | 89449 | Primary Care Clinic |
| 9 - Barton Home HealthHospiceAdvanced Care | ||||
| 2092 Lake Tahoe Blvd Suite 500 | South Lake Tahoe | CA | 96150 | Home Health/Hospice Services/Advanced Care |
| 10 - Barton Primary Care | ||||
| 1108 4th Street | South Lake Tahoe | CA | 96150 | Primary Care Clinic |
| 11 - Tahoe Orthopedic & Sports Medicine | ||||
| 212 Elks Point Road Ste 200 | Zephyr Cove | NV | 89448 | Orthopedic Clinic |
| 12 - Barton Obstetrics & Gynecology | ||||
| 2175 South Avenue | South Lake Tahoe | CA | 96150 | Obstetrics/Gynecology |
| 13 - Barton Ear Nose & Throat | ||||
| 2169 South Ave | South Lake Tahoe | CA | 96150 | ENT/Audiology Clinic |
| 14 - Behavioral & Mental Health | ||||
| 1067 Fourth Street | South Lake Tahoe | CA | 96151 | Psychiatry & Mental Health |
| 15 - Barton Urology | ||||
| 2169 South Ave | South Lake Tahoe | CA | 96150 | Urology Clinic |
| 16 - Barton Obstetrics & Gynecology | ||||
| 897 Ironwood Dr | Minden | NV | 89423 | Obstetrics/Gynecology |
| 17 - Barton Quick Care | ||||
| 2074 Lake Tahoe Blvd Ste 4 | South Lake Tahoe | CA | 96151 | Walk-In Quick Care Clinic |
| 18 - Barton Cardiology and Physiatry | ||||
| 155 Highway 50 Ste 203 | Stateline | NV | 89449 | Cardiology/Physiatry |
| 19 - Tahoe Orthopedic & Sports Medicine | ||||
| 925 Tahoe Blvd Units 105-106 | Incline Village | NV | 89451 | Orthopedic Clinic |
| 20 - Barton Medical Clinic Kirkwood Mtn | ||||
| 1501 Kirkwood Meadows Drive | Kirkwood | CA | 95646 | Seasonal Medical Ski Clinic |
| 21 - Barton Neurology | ||||
| 155 Highway 50 Ste 102 | Stateline | NV | 89450 | Neurology |
| 22 - Barton Home Health & Hospice | ||||
| 155 Highway 50 | Stateline | NV | 89449 | Home Health/Hospice Services Care |
| 23 - Barton Memorial Clinic Sierra-At-Tahoe | ||||
| 1111 Sierra-At-Tahoe Road | Twin Bridges | CA | 95735 | Seasonal Medical Ski Clinic |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | In addition to FPGs, the Hospital also used the following factors to determine free and discounted care: income level other than FPG, asset level, medical indigency, insurance status, underinsurance status, and residency. |
| Part I, Line 7: | The costing methodology used the cost to charge ratio obtained from the cost report for lines 7a and 7b. Actual operating costs were used to calculate lines 7e, 7f, 7g, and 7i. |
| Part I, Line 7g: | Subsidized Health Services includes $10,409,791 of costs from physician clinic. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 315,929. |
| Part I, Line 6a: | The organizations' commnunity benefit report can be found at https://www.bartonhealth.org/about-us/caring-for-our-community/. |
| Part II, Community Building Activities: | Community Support: Barton Health further supports various organizations and individuals by providing sponsorships and other support. Barton Health additionally assists our needy patients by assisting with transportation costs and medication. Community Health Improvement: Barton Health operates a Population Health division as well as participates in an Accountable Care Organization. The purpose of these endeavors is to improve care coordination, access to care, quality of care and the cost of care for a defined group of patients. Workforce Development: Barton Health facilities are designated as a Health Professional Shortage Area (HPSA) and to maintain patient access to essential services in our community, the organization incurs recruitment costs for various providers. |
| Part III, Line 2: | The organziation determines its estimate of implicit price concessions based on its historical collection experience with each class of patients and residents.Includes implicit price concessions estimate of $27,708,879 and bad debt expense of $315,929. |
| Part III, Line 3: | The portion of implicit price concessions that could be community benefit is calculated by multiplying line 2 by the percentage of failed financial aid applications against the accounts referred to collection agency during 2023. |
| Part III, Line 4: | The footnote to the organization's financial statements that describes implicit price concessions is located on page 13-14 of the attached financial statements. |
| Part III, Line 8: | The Organization provides a broad range of services to its Medicare patients without regard to revenue realized from the services provided.The Organization is a rural hospital with the nearest additional hospital approximately 36 miles away. Costs excluded from the organization's Medicare cost report include costs associated with physician clinics, the auxiliary, community relations, and other non-reimbursable costs. The Organization utilizes the cost to charge ratio as provided in its annual cost report.Services are provided to patients under the Medicare program knowing that not all costs associated with providing these services will be recovered. Providing these services is essential to these patients and the community and increases their access to healthcare services. Therefore, the entire Medicare shortfall, if any, is considered a community benefit. |
| Part III, Line 9b: | 1. ECAs may begin only when 120 days have passed since the first post-discharge statement was provided. However, at least 30 days before initiating ECAs to obtain payment, Barton Health shall do the following: - Provide the individual with a written notice that indicates the availability of financial assistance, lists potential ECAs that may be taken to obtain payment for care and gives a deadline after which ECAs may be initiated. - Provide a plain-language summary of the FAP, along with the notice described above. - Attempt to notify the individual orally about the FAP and how he or she may get assistance with the application process.2. After making reasonable efforts to determine financial assistance eligibility as outlined above, Barton Health (or its authorized business partners) may take the following ECA to obtain payment for care: - Report adverse information to credit reporting agencies and/or credit bureaus. - Litigation.3. If a patient has an outstanding balance for previously provided care, Barton Health may engage the ECA process for deferring, denying, or requiring payment before providing additional medically necessary (but non-emergent) care only when the following steps are taken: - Barton Health provides the patient with a FAP application and a plain language summary of the FAP. - Barton Health provides a written notice indicating the availability of financial assistance and specifying any deadline, after which a completed application for assistance for the previous care episode will no longer be accepted. This Application period is the later of 30 days after the notice date or 240 days after the first post-discharge billing statement for prior care, whichever is later. - Barton Health makes a reasonable effort to orally notify the individual about the financial assistance policy and explain how to receive assistance with the application process. - Barton Health processes on an expedited basis any FAP applications for previous care received within the stated deadline. - Final authority in determining whether an individual is FAP- eligible will be made by the financial assistance committee. The committee includes but is not limited to the CFO, the Revenue Cycle Director, the Manager of Patient access, the Manager(s) of Patient Financial Services, the Patient Access Supervisor, and the Financial Counselor. - If an application for Financial Assistance is received but is incomplete, a letter will be sent to the patient outlining what is missing from the application. The application will be pended for two weeks to allow time for response. If the additional information is not received within two weeks, Barton will send a denial letter to the patient stating that the application was not complete and the missing information was not received. |
| Part VI, Line 2: | Barton Health is a member of numerous community collaboratives working to address the health needs in our community. Barton participates in the Community Behavioral Health Network Committee which focuses on coordinating mental health services amongst our community providers. We lead the Community Health Advisory Committee, with our top three health priorities determining how funding and resources are utilized. Additionally, we attend the monthly Lake Tahoe collaborative, focusing on collaborations for youth; and we fill the healthcare seat on our community's drug-free community coalition. |
| Part VI, Line 3: | Every self-pay patient is screened for eligibility under our financial assistance policy which begins at admission or when otherwise feasible. In addition, reference to our financial assistance program is posted at the emergency room and admitting departments, disclosed on our website, referenced to in the patient handbook, and on patient billing statements. |
| Part VI, Line 4: | The primary service area for Barton Memorial Hospital sits within the Sierra Nevada Mountains on the border between California and Nevada. This area encompasses the South Lake Tahoe Basin from Tahoma, CA on the west through Glenbrook, NV on the east. The demographics for this area are as follows: approximately 54% male, 46% female, 20.6% under the age of 18, 11.6% aged 18-24, 30.0% aged 25-44, 28.1% aged 45-64 and 9.8% who were 65 years of age or older; 63.5% are Caucasian and 28% are Hispanic, and 8.5% represent other races, 13% of the community is low income below the 200% federal poverty level. |
| Part VI, Line 5: | As described in the Community Benefit section of the 990, Barton Health contributes to our community's health in a variety of ways: our governing body is represented by individuals of our community. Surplus funds are used to maintain a high level of patient care through reinvestment. Barton Health has on open medical staff with privileges available to all qualified physicians in the area. Our laboratory offers discounted lab draws; numerous physicians and employees participate in our free community wellness lectures; our emergency department participates in youth education programs and the drug store project; many of our nurses and practitioners participate in offering medical coverage for special events throughout the community; Barton primary care offer free student sports physicals; Barton Health donates to and sponsors youth programs and local non-profit organizations; staff from various departments like Barton education, family birthing center, Barton rehabilitation participate in community events and have information and educational booths for the community; Barton Memorial Hospital operates an emergency room available to all regardless of ability to pay.In October 2023, Barton hosted a Community Health Fair at Bijou Elementary School with approximately 350 community members in attendance. The purpose of the fair was to meet underserved segments of our community where they live, and offer health services, free of cost. Free services included flu & COVID vaccines, blood pressure checks, glucose testings, hearing screenings, Covered CA enrollment assistance, CPR training and community agency booth participation. |
| Part VI, Line 7, Reports Filed With States | CA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Barton Memorial Hospital Foundation | ||||||||
| PO Box 529 | Zephyr Cove | NV | 89448 | 880268799 | 501(c)(3) | $454,384 | $0 | Overhead Funding |
| Tahoe Fund | ||||||||
| PO Box 7124 | Tahoe City | CA | 96145 | 010974628 | 501(c)(3) | $15,000 | $0 | Annual Dinner Sponsor |
| Lake Tahoe Community College | ||||||||
| One College Dr | South Lake Tahoe | CA | 96150 | 800543620 | State of CA | $12,500 | $0 | Wellness Program |
| Keep Memory Alive | ||||||||
| 888 W Bonneville | Las Vegas | NV | 89106 | 880515534 | 501(c)(3) | $30,600 | $0 | Sponsor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Patient Assistance | 339 | $10,031 |
| Athletic Sponsorships | 4 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization provides assistance to various community and other organizations. Total 2023 funding to these organizations totaled $63,166. Additionally, the organization funds the general overhead expenses of its Barton Memorial Hospital Foundation (a related 501(c )(3)). For 2023, the amount funded was $454,384. The organization further routinely provides assistance to various patients in need including prescription medication, taxi fare, lodging, clothing, food, etc. Total patient assistance provided during 2023 totaled $10,031. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Clinton Purvance MD | ||||||||||||||
| CEO | $0 | $698,146 | $0 | $330,204 | $0 | $4,208 | $0 | $10,233 | $0 | $43,814 | $0 | $1,086,605 | $0 | $0 |
| Kelly Neiger | ||||||||||||||
| CFO | $0 | $452,745 | $0 | $83,236 | $0 | $3,163 | $0 | $14,064 | $0 | $43,814 | $0 | $597,022 | $0 | $0 |
| Matthew Wonnacott | ||||||||||||||
| CMO | $336,531 | $0 | $96,455 | $0 | $1,456 | $0 | $16,500 | $0 | $15,971 | $0 | $466,913 | $0 | $0 | $0 |
| Jennifer Whisnant | ||||||||||||||
| Pulmonary Services Supervisor | $254,736 | $0 | $7,273 | $0 | $0 | $0 | $13,523 | $0 | $43,812 | $0 | $319,344 | $0 | $0 | $0 |
| Christopher Kiser | ||||||||||||||
| Director of Foundation | $240,399 | $0 | $4,115 | $0 | $2,259 | $0 | $12,159 | $0 | $38,448 | $0 | $297,380 | $0 | $0 | $0 |
| Jeffrey Koeck | ||||||||||||||
| Directory of Pharmacy | $240,815 | $0 | $5,454 | $0 | $2,444 | $0 | $7,465 | $0 | $39,991 | $0 | $296,169 | $0 | $0 | $0 |
| Denise Sharon | ||||||||||||||
| Nursing Supervisor | $234,787 | $0 | $6,291 | $0 | $0 | $0 | $7,964 | $0 | $41,625 | $0 | $290,667 | $0 | $0 | $0 |
| Jason Call | ||||||||||||||
| Advanced Practice Provider | $234,820 | $0 | $4,533 | $0 | $0 | $0 | $12,180 | $0 | $33,478 | $0 | $285,011 | $0 | $0 | $0 |
| Karen Conant | ||||||||||||||
| Director of Ambulatory Operations | $220,450 | $0 | $5,075 | $0 | $1,843 | $0 | $11,017 | $0 | $41,625 | $0 | $280,010 | $0 | $0 | $0 |
| Carla Adams | ||||||||||||||
| CNO | $219,197 | $0 | $25,000 | $0 | $2,156 | $0 | $0 | $0 | $25,026 | $0 | $271,379 | $0 | $0 | $0 |
| Thomas Davis | ||||||||||||||
| Director of Medical Imaging | $203,705 | $0 | $4,197 | $0 | $2,030 | $0 | $10,554 | $0 | $24,718 | $0 | $245,204 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | Line 4b: Clint Purvance received payments of $141,677 from a related organization, BHC MSO, LLC, for participation in a 409(a) plan. This is reported on Part II column (ii). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of South Lake Tahoe | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 941610868 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2014-06-12 | BondIssuedDt |
| Issue Price | $18,000,000 | IssuePriceAmt |
| Purpose | Equipment | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,583,782 | RetiredAmt |
| Total Proceeds | $18,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $249,697 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $17,750,303 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Michael Neiger | |||
| Spouse of Officer - Kelly Neiger, CFO | $146,212 | Employee | 0 |
| Michael Fry | |||
| Brother of Board Member - Patrick Fry | $11,800 | Independent Contractor | 0 |
| Savannah Purvance | |||
| Daughter of CEO - Clinton Purvance | $29,394 | Employee | 0 |
| Janet Goodall | |||
| Partner of Board Member - Stefan Schunk | $191,268 | Employee | 0 |
| Amanda Weavil MD | |||
| Spouse of Board Member - Scott Weavil | $60,000 | Independent Contractor | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $89,088 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Kirk Ledbetter and Jeff Rahbeck have a business relationship. |
| Form 990, Part VI, Section A, line 6 | There are two classes of members in the Organization: voting members and associate members. Class I voting members are those who have contributed $200 or more prior to July 11, 1986. Each class I voting member has the right to cast one vote, but not more than five votes for each $200 contribution. Class II voting members are those individuals admitted after July 10, 1986 who have contributed $1,500 or more. Each class II voting member has the right to cast one vote, but not more than five votes, for each $1,500 contribution. Associate members do not have voting rights. Members do not have the right to approve significant decisions nor receive distributions upon dissolution. |
| Form 990, Part VI, Section A, line 7a | The Chairman of the organization shall appoint a committee of not more than five or less than three members to serve as a nominating committee in the election of the Board of Directors. Any seven members may also nominate candidates for Director. If more people are nominated for the Board than can be elected, members are permitted to vote and the candidates receiving the highest number of votes shall be elected. |
| Form 990, Part VI, Section A, line 7b | Bylaw amendments are subject to approval by the voting members. |
| Form 990, Part VI, Section A, line 8b | There are no committes 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 a family member) may have a personal or business interest. The Board Chair and/or Hospital counsel will determine if there is a conflict. Employees are provided with a copy of the conflict of interest policy that is within ane electronic policy software program that requires employees to mark as read as new hires or as changes are made and monitored by their immediate supervisors. Employees are required to be familiar with the policy at all times. They do not formally review the policy annually but are required to still disclose any potential conflicts that may arise. |
| Form 990, Part VI, Section B, line 15 | The CEO is paid by a related management company, BHC MSO, LLC. The organization engaged an independent firm to conduct an executive compensation survey. The independent firm issued a certification of reasonableness upon comparing executive compensation with similar organizations. The compensation committee consisting of board members reviews the CEO compensation and approves changes to the executive team's contracts. The committee substantiates this process in their minutes. The CEO approves the compensation for the remaining executive team using data obtained from annual surveys performed by the California Healthcare Association and/or independent compensation evaluation firms as well as comparisons of specific compensation of executives from similar-sized hospitals both in California and nationwide. Barton Healthcare System is a bi-state healthcare provider that includes a licensed 63-bed full-service hospital with a 24-hour emergency room; designated level III trauma center; 48-bed skilled nursing and long-term care facility; state of the art operating rooms and rehabilitation departments; center of orthopedics and wellness; home health, hospice and palliative care services; Lake Tahoe surgery center; 50% ownership in Carson Valley Health (a full-service hospital located in the Carson Valley); satellite lab facilities; Barton education (providing clinical and community health education); Barton auxiliary; and Barton Memorial Hospital Foundation (a 50l(c)(3) supporting organization). The system further includes 23 outpatient physician clinics which encompass orthopedic clinics, OB/GYN clinics, pediatrics, internal medicine, performance, multi-specialty general surgery/GI, plastic surgery, rheumatology/wellness, physiatry, palliative care, cardiology, neurology, urology, ENT/audiology, urgent care/occupational health clinics, family care clinics, low-income rural health clinic, behavioral health and seasonal ski clinics. |
| 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. |
| Form 990, Part IX, line 11g | Consulting: Program service expenses 343,333. Management and general expenses 3,288,193. Fundraising expenses 0. Total expenses 3,631,526. Other Purchased Services: Program service expenses 3,364,739. Management and general expenses 6,823,734. Fundraising expenses 0. Total expenses 10,188,473. Other Medical Services: Program service expenses 0. Management and general expenses 67,041. Fundraising expenses 0. Total expenses 67,041. Medical - Contracted Housing: Program service expenses 8,834. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,834. Medical Fees: Program service expenses 0. Management and general expenses 267,949. Fundraising expenses 0. Total expenses 267,949. Purchased RN Personnel Services: Program service expenses 2,209,998. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,209,998. Medical - Physicians and Directorsh: Program service expenses 22,391,402. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,391,402. Other Medical Purchased Services: Program service expenses 1,378,744. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,378,744. Medical - Contracted Education & Tr: Program service expenses 1,369. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,369. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Accountable Care Collaborative LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 Highway 50 PO Box 5637 | AddressLine1Txt |
| City | Stateline | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853358643 | EIN |
| Primary Activities | Operate accountable care organization | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | -$309,652 | TotalIncomeAmt |
| End Of Year Assets | $5,500 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barton Healthcare System | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Barton Memorial Hospital Foundation Inc | ||||||||||
| PO Box 50 | Stateline | NV | 89449 | 880268799 | Supporting Organization | NV | 501(c)(3) | Line 12a, I | Barton Healthcare System | Yes (1) |
| Barton Medical Foundation | ||||||||||
| PO Box 529 | Zephyr Cove | NV | 89448 | 853977236 | Provides Medical Services | CA | 501(c)(3) | Line 3 | Barton Healthcare System | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACO Collaborative LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 S Minnesota | AddressLine1Txt |
| City | Sioux Falls | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870984717 | EIN |
| Primary Activities | Arrange for the provision of health care services | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barton Healthcare System | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $37 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $548,843 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHC MSO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9578 | AddressLine1Txt |
| City | South Lake Tahoe | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853297586 | EIN |
| Primary Activities | Management Services | PrimaryActivitiesTxt |
| Legal Domicile State | NV | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barton Healthcare System | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $3,064,130 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,630,776 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Barton Memorial Hospital Foundation | ||
| B | $575,510 | Book Value/Actual |
| Barton Memorial Hospital Foundation | ||
| C | $454,384 | Book Value/Actual |
| Barton Memorial Hospital Foundation | ||
| Q | $653,633 | Book Value/Actual |
| Barton Medical Foundation | ||
| P | $400,267 | Book Value/Actual |
| ACO Collaborative LLC | ||
| P | $309,652 | Book Value/Actual |
| BHC MSO LLC | ||
| P | $3,064,130 | Book Value/Actual |
| Barton Medical Foundation | ||
| B | $10,919,357 | Book Value/Actual |