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 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.

Program Service Accomplishments

Program 1
Expenses: $158,842,940 Revenue: $226,548,681

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...

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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.

Program 2
Expenses: $6,084,060 Revenue: $6,863,650

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...

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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.

Program 3
Expenses: $6,004,129

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...

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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.

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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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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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