Barton Medical Foundation: Nonprofit Profile, Financials & Form 990 (EIN 85-3977236)

Revenue by fiscal year
FY2021	$0
FY2022	$301K
FY2023	$347K
FY2024	$11.4M

Expenses by fiscal year
FY2021	Not on file
FY2022	$969K
FY2023	$11.1M
FY2024	$21.7M

Net assets by fiscal year
FY2021	$0
FY2022	−$668K
FY2023	−$508K
FY2024	$618K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $21.6M Management & general 0% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation

Clinton Purvance MD

Chair/CEO

$0Pt VII · Sec A

Kelly Neiger

Treasurer/Secretary/CFO

$0Pt VII · Sec A

Clare Rudolph MD

Trustee

$0Pt VII · Sec A

David Young MD

Trustee

$0Pt VII · Sec A

Paul Fry III MD

Trustee

$0Pt VII · Sec A

See Barton Medical Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Arranges health care services for those in need.

Questions for Barton Medical Foundation

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Provided by the organization

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1 program · $21.6M · in their own filed words · FY2024

01

Barton Medical Foundation is a community-based, not-for-profit organization that arranges for the provision of healthcare services to the bi-state communities in which it serves. Services include primary and specialty care provided at a variety of clinical locations including Barton Memorial Hospital, Barton Urgent Care, Barton Community…

$21.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2023

Fidelity Investments Charitable Gift FundFY2023$40K

Total grants receivedfrom 1 funder$40K

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$11.4M

Ln 12

Fees for servicesLn 2g$11.4M

Money outPt IX

$21.7M

Ln 25

Programscol B$21.6M

Managementcol C$3K

Owns and owesPt X

$618K

net assets · Ln 32

Cash and savingsLn 1–2$455K

Total assetsLn 16$1.5M

LiabilitiesLn 26$893K

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$11.4M

Total revenueLn 12$11.4M

Assets in detailPt X, end of year

SavingsLn 2$455K

Cash and savings togetherLn 1–2$455K

InvestmentsLn 11–13$5K

Other assetsLn 15$244K

Total assetsLn 16$1.5M

LiabilitiesLn 26$893K

Net assetsLn 32$618K

OperationsPt I, VI

EmployeesI 50

VolunteersI 65

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$885	$455K
InvestmentsLn 11–13		$5K
Total assetsLn 16	$276K	$1.5M
LiabilitiesLn 26	$785K	$893K
Net assetsLn 32	−$508K	$618K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Legal feesLn 11b	$3K		$3K
Other fees for servicesLn 11g	$21.2M	$21.2M
Office expensesLn 13	$832	$832
OccupancyLn 16	$134K	$134K
InsuranceLn 23	$7K	$7K
Other expenses (24a–d)Ln 24	$308K	$308K
All other expensesLn 24e	$30K	$30K
Total functional expensesLn 25	$21.7M	$21.6M	$3K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$11.4M	$21.7M	−$10.2M	$618K	990 PDF
FY2023	$347K	$11.1M	−$10.8M	−$508K	990 PDF
FY2022	$301K	$969K	−$668K	−$668K	990 PDF
FY2021	$0			$0	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $11,439,252 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $40,000$0

I-9 Program service revenuePrior year $307,273$11,439,252

I-10 Investment incomePrior year $0$0

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $347,273$11,439,252

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $11,106,696$21,652,884

I-18 Total expensesPrior year $11,106,696$21,652,884

I-19 Revenue less expensesPrior year −$10,759,423−$10,213,632

Part VI · Governance 2 of 5 board members independent, 2 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members2

VI-2 Family or business relationship among officers or directorsYes

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $11,439,252 across 2 lines filed

Lines not itemized here account for $324 of total revenue; see the IRS return.

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,438,928$11,438,928

VIII-12 Total revenueRelated to mission $11,439,252 · Unrelated business $0 · Excluded from tax $0$11,439,252

Part IX · Statement of functional expenses $21,652,884 across 7 lines filed

IX-11b Legal feesManagement $3,060$3,060

IX-11g Other fees for servicesPrograms $21,169,769$21,169,769

IX-13 Office expensesPrograms $832$832

IX-16 OccupancyPrograms $134,036$134,036

IX-23 InsurancePrograms $6,607$6,607

IX-24 Other expenses (24a–d)Programs $308,159$308,159

IX-24e All other expensesPrograms $30,421$30,421

IX-25 Total functional expensesPrograms $21,649,824 · Management $3,060 · Fundraising $0$21,652,884

Part X · Balance sheet $1,511,566 assets, 11 lines filed

X-2 Savings and temporary cash investmentsStart of year $885$455,275

X-4 Accounts receivable$807,708

X-12 Other securities$5,000

X-15 Other assetsStart of year $262,620$243,583

X-16 Total assetsStart of year $276,327$1,511,566

X-17 Accounts payable and accrued expensesStart of year $522,182$649,722

X-25 Other liabilitiesStart of year $262,620$243,583

X-26 Total liabilitiesStart of year $784,802$893,305

X-27 Net assets without donor restrictionsStart of year −$508,475$618,261

X-32 Total net assets or fund balancesStart of year −$508,475$618,261

X-33 Total liabilities and net assetsStart of year $276,327$1,511,566

Part XI · Reconciliation of net assets $618,261 net assets at year end

XI-1 Total revenue$11,439,252

XI-2 Total expenses$21,652,884

XI-3 Revenue less expenses−$10,213,632

XI-4 Net assets at start of year−$508,475

XI-9 Other changes in net assets$11,340,368

XI-10 Net assets at end of year$618,261

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Barton Medical Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Barton Medical Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV