Barton Medical Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

Clint Purvance

Phone

5305413420

Tax Period

2023-01-01 to 2023-12-31

Barton Medical Foundation, founded in 2020, is a small nonprofit in the Health Care sector that reported $347K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $11.1M exceeded revenue, resulting in a 3098% operating deficit.

Mission

To arrange for the provision of health care services.

Program Service Accomplishments

Program 1

Expenses: $11,106,696 Revenue: $307,273

The organization arranges for the provision of charitable healthcare services, conducting medical research and health education.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $40,000

Program Service Revenue $307,273

Investment Income $0

Other Revenue $0

TOTAL REVENUE $347,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,106,696

Other Expenses $11,106,696

TOTAL EXPENSES $11,106,696

Year-over-Year Comparison

	2023	2022	Change
Revenue	$347,273	$300,680	+0.2%
Expenses	$11,106,696	$969,089	+10.5%
Net Income	$-10,759,423	$-668,409	+15.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,683,628

Total Directors

$2,298,264

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Clint Purvance	Chair/CEO	2.00	Officer Director	$0	$54,047	$1,086,605
Kelly Neiger	Treasurer/Secretary/CFO	2.00	Officer Director	$0	$57,879	$597,023
Matthew Wonnacott	Trustee	2.00	Director	$0	$32,471	$466,913
Paul Fry	Trustee (As of May 23)	2.00	Director	$0	$0	$0
Clare Rudolph	Trustee (As of Dec 23)	2.00	Director	$0	$0	$0
David Young	Trustee (As of Dec 23)	2.00	Director	$0	$0	$147,723

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$347,273	$11,106,696	$276,327	$-10,759,423
2022	$300,680	$969,089	$375,171	$-668,409