Barton Healthcare System

EIN: 946050274 501(c)(3) Health Care

South Lake Tahoe, CA

Total Revenue
$237,648,453
Total Expenses
$224,697,918
Total Assets
$360,085,089
Net Assets
$301,364,342
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
CA
Principal Officer
Clinton Purvance MD
Phone
5305413420
Tax Period
2023-01-01 to 2023-12-31

Barton Healthcare System, founded in 1960, is a major nonprofit in the Health Care sector that reported $237.6M in total revenue in fiscal year 2023. Expenses of $224.7M left a modest 5% surplus.

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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $730,088
Program Service Revenue $233,929,161
Investment Income $2,611,547
Other Revenue $377,657
TOTAL REVENUE $237,648,453

Expense Breakdown

Grants Paid $532,581
Salaries & Benefits $115,376,212
Fundraising Expenses $0
Program Expenses $170,931,129
Other Expenses $108,789,125
TOTAL EXPENSES $224,697,918

Year-over-Year Comparison

2023 2022 Change
Revenue $237,648,453 $232,763,134 +0.0%
Expenses $224,697,918 $231,520,640 0.0%
Net Income $12,950,535 $1,242,494 +9.4%
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

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Governance

Voting Members
11
Independent Members
8
Employees
1138
Volunteers
100

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
4
$1,683,628
Total Directors
11
$63,365
Key Employees
4
$1,263,506
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Abby Killebrew Chair 5.00
Officer Director
$0 $0 $0
Patrick Fry Vice Chair/Secretary 5.00
Officer Director
$0 $0 $0
Stefan Schunk Trustee/Hospitalist 5.00
Director
$63,365 $0 $63,365
Shawn Anderson Trustee 5.00
Director
$0 $0 $0
Kathryn Biasotti Trustee 5.00
Director
$0 $0 $0
Kirk Ledbetter Trustee 5.00
Director
$0 $0 $0
Sherry Mlynsky Trustee 5.00
Director
$0 $0 $0
Jeff Rahbeck Trustee 5.00
Director
$0 $0 $0
Scott Weavil Trustee (As of May 23) 5.00
Director
$0 $0 $0
Wendy David Trustee 5.00
Director
$0 $0 $0
Baghdassar Pat Baghkikian MD Trustee 5.00
Director
$0 $0 $0
Clinton Purvance MD CEO 37.00
Officer
$0 $54,047 $1,086,605
Kelly Neiger CFO 37.00
Officer
$0 $57,879 $597,023
Carla Adams CNO 40.00
Key Emp
$246,353 $25,026 $271,379
Thomas Davis Director of Medical Imaging 40.00
Key Emp
$209,932 $35,272 $245,204
Karen Conant Director of Ambulatory Operations 40.00
Key Emp
$227,368 $52,642 $280,010
Matthew Wonnacott CMO 37.50
Key Emp
$434,442 $32,471 $466,913
Jennifer Whisnant Pulmonary Services Supervisor 40.00
Highest
$262,009 $57,336 $319,345
Jeffrey Koeck Directory of Pharmacy 40.00
Highest
$248,713 $47,456 $296,169
Christopher Kiser Director of Foundation 0.00
Highest
$246,773 $50,607 $297,380
Denise Sharon Nursing Supervisor 40.00
Highest
$241,078 $49,590 $290,668
Jason Call Advanced Practice Provider 40.00
Highest
$239,353 $45,659 $285,012
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 $237,648,453 $224,697,918 $360,085,089 $12,950,535
2022 $232,763,134 $231,520,640 $337,614,864 $1,242,494
2021 $228,598,112 $206,450,241 $350,905,731 $22,147,871
2020 $193,464,216 $180,104,364 $331,957,060 $13,359,852
2019 $192,966,815 $178,807,835 $304,775,709 $14,158,980
2018 $194,573,545 $171,704,197 $283,899,566 $22,869,348
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