Barton Healthcare System

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Mission: Barton health delivers safe, high quality care and engages the community in the improvement of health and wellness. Vision: Barton health is the community health leader known for compassion and chosen for quality.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 70 volunteers and 1,085 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $17.9M a year · 8% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.4M
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $175.9M in investments, Pt X · Ln 11–13
Fine: 0.6 months of spending in cash, plus $175.9M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $29K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$43.1M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$265.2M
+12% vs prior year
Spent
$225.6M
To programs
76%
Net assets
$322.7M
By yearFY2020–FY2024
Revenue
$265.2M
FY2024▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$193.5M
FY2021$228.6M
FY2022$232.8M
FY2023$237.6M
FY2024$265.2M
Expenses
$225.6M
FY2024+0.4%
Tap a bar for its year
Expenses by fiscal year
FY2020$180.1M
FY2021$206.5M
FY2022$231.5M
FY2023$224.7M
FY2024$225.6M
Net assets
$322.7M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$274.3M
FY2021$293.8M
FY2022$279.8M
FY2023$301.4M
FY2024$322.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1965.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $171.7M Management & general 24% · $53.9M

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

25 people listed on the 990; $2.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
$414,657Pt VII · Sec A
Advanced Practice Provider
$261,034Pt VII · Sec A
Director of Foundation
$260,756Pt VII · Sec A
Advanced Practice Provider
$260,454Pt VII · Sec A
Admin Dir of Surgical Svcs
$260,010Pt VII · Sec A
Pulmonary Services Supervisor
$256,904Pt VII · Sec A
Admin Director of Facilities
$253,620Pt VII · Sec A
VP of Ambulatory Operations
$241,193Pt VII · Sec A

Carla Adams’s $415K as Cno is at the 14th percentile of top reported officer pay among 1747 $100M+ health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Clinton Purvance MD———$706,363$741,892
Julie Clayton——$718,531$549,684$444,453
Matthew Wonnacott—$434,442$671,492$597,424$537,334
Deanna Kyrimis———$652,468$376,420
Kelly Neiger———$445,045$429,569
Carla Adams$414,657$246,353———
Elizabeth Stork———$381,296$402,031
Jennifer Whisnant$256,904$262,009$252,089——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Barton Healthcare System executive salaries →

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

Delivers safe, high-quality medical care and offers financial assistance programs to help low-income patients afford their healthcare bills.

Questions for Barton Healthcare System

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Your first name shows with your question. Barton Healthcare System answers here, for everyone.

3 programs · $171.7M · in their own filed words · FY2024
01

Barton Healthcare System (Barton Health) has been serving Lake Tahoe's health care needs for over 60 years. Barton Health is a nonprofit community health system that includes Barton Memorial Hospital, consisting of 24-hour emergency care services, 63 patient beds, a skilled nursing facility with 48 resident beds, and over 20 ambulatory…

$156.8Mprogram expense
02

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.

$7.8Mprogram expense
03

The Barton Community Health Center provides primary care to Medicare and Medi-Cal beneficiaries, those with insurance but with very high deductibles, or those who are uninsured. Same day appointments were available, which improved medical outcomes.

$7.1Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$29K
Grants paid · 54 grants · $2.9M · 2020–2024
Tahoe Douglas Visitors AuthorityFY2024$89,000
Keep Memory AliveNV · FY2024$27,500
Unitemized GrantFY2024$26,474
Tahoe FundCA · FY2024$16,800
Keep Memory AliveOH · FY2024$16,500
Keep Memory AliveOH · FY2024$9,500
Unitemized GrantFY2024$4,000
Keep Memory AliveNV · FY2023$30,600
Tahoe FundCA · FY2023$15,000
Lake Tahoe Community CollegeFY2023$12,500
Unitemized GrantFY2023$10,031
Unitemized GrantFY2023$5,000
Unitemized GrantFY2022$36,527
See all 54 grants →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2022 · $6.6M federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$6.4M
Opioid StrDepartment of Health and Human Services · ALN 93.788 · Through State of California$174K
Hospital Preparedness Program (hpp) and Public Health Emergency Preparedness (phep) Aligned Cooperative AgreementsDepartment of Health and Human Services · ALN 93.074 · Direct$40K

The auditor reported no findings.

Year ending Dec 2021 · $9.5M federal money spent
Covid-19 - Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$9.1M
Covid-19 Testing and Mitigation for Rural Health ClinicsDepartment of Health and Human Services · ALN 93.697 · Direct$213K
Hrsa Covid-19 Claims Reimbursement for the Uninsured Program and the Covid-19 Coverage Assistance FundDepartment of Health and Human Services · ALN 93.461 · Direct$208K

The auditor reported no findings.

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$265.2M
Ln 12
Fees for servicesLn 2g$257.2M
Investment incomeLn 3$7.2M
Gifts and grantsLn 1h$813K
Money outPt IX
$225.6M
Ln 25
Programscol B$171.7M
Managementcol C$53.9M
Owns and owesPt X
$322.7M
net assets · Ln 32
Cash and savingsLn 1–2$11.1M
Total assetsLn 16$365.8M
LiabilitiesLn 26$43.1M
PeoplePt VI, VII
25
listed · VII A
PaidVII A10
Voting boardVI 1a0
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$813K
Government grantsLn 1e$704K
Fees for servicesLn 2g$257.2M
Investment incomeLn 3$7.2M
Other incomeLn 4–11$36K
Gains on assetsLn 7$3.9M
Total revenueLn 12$265.2M
Assets in detailPt X, end of year
CashLn 1$11.1M
Cash and savings togetherLn 1–2$11.1M
InvestmentsLn 11–13$175.9M
Land, buildings, equipmentLn 10c$108.1M
Other assetsLn 15$19.8M
Total assetsLn 16$365.8M
LiabilitiesLn 26$43.1M
Net assetsLn 32$322.7M
OperationsPt I, VI
EmployeesI 51,085
VolunteersI 670
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Hospital careSch H · share of total expense
Charity care at costPt I 7a$2.0M · 0.9%
Bad debtPt III 2$40.6M · 18.0%
Total community benefitPt I 7k$8.0M · 3.6%
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$6.2M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$18.0M
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$4.0M$4.0M$4.0M$4.0M$4.0M
Given inLn 1b$11K$11K$22K$13K$108K
SpentLn 1d–1f$239K$316K$176K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$10.8M$11.1M
InvestmentsLn 11–13$169.3M$175.9M
Land, buildings, equipmentLn 10c$110.6M$108.1M
Total assetsLn 16$360.1M$365.8M
LiabilitiesLn 26$58.7M$43.1M
Net assetsLn 32$301.4M$322.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$653K$653K
Grants to domestic individualsLn 2$30K$30K
Pay of current officers, directors and key staffLn 5$1.3M$1.3M
Pay of disqualified personsLn 6$476K$465K$11K
Other salaries and wagesLn 7$85.8M$67.1M$18.7M
Pension plan contributionsLn 8$3.1M$2.4M$669K
Other employee benefitsLn 9$19.4M$15.4M$4.0M
Payroll taxesLn 10$6.5M$5.1M$1.5M
Legal feesLn 11b$1.5M$26K$1.4M
Accounting feesLn 11c$95K$95K
Investment management feesLn 11f$223K$223K
Other fees for servicesLn 11g$32.0M$21.1M$10.9M
Advertising and promotionLn 12$362K$319$362K
Office expensesLn 13$7.6M$4.1M$3.5M
Information technologyLn 14$6.7M$669K$6.0M
OccupancyLn 16$4.8M$1.7M$3.0M
TravelLn 17$135K$54K$81K
InterestLn 20$618K$618K
Depreciation, depletion and amortizationLn 22$10.6M$10.0M$580K
InsuranceLn 23$2.0M$2.0M
Other expenses (24a–d)Ln 24$41.8M$40.2M$1.6M
All other expensesLn 24e$110$110
Total functional expensesLn 25$225.6M$171.7M$53.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 3, 2025 $265.2M$225.6M$39.6M$322.7M 990 PDF
FY2023Filed with the IRS Nov 6, 2024 $237.6M$224.7M$13.0M$301.4M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $232.8M$231.5M$1.2M$279.8M 990 PDF
FY2021Filed with the IRS Nov 7, 2022 $228.6M$206.5M$22.1M$293.8M 990 PDF
FY2020Filed with the IRS Nov 11, 2021 $193.5M$180.1M$13.4M$274.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $265,220,988 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $730,088$813,069
I-9 Program service revenuePrior year $233,929,161$257,169,695
I-10 Investment incomePrior year $2,611,547$7,201,894
I-11 Other revenuePrior year $377,657$36,330
I-12 Total revenuePrior year $237,648,453$265,220,988
I-13 Grants and similar amounts paidPrior year $532,581$683,953
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $115,376,212$116,653,720
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $108,789,125$108,286,830
I-18 Total expensesPrior year $224,697,918$225,624,503
I-19 Revenue less expensesPrior year $12,950,535$39,596,485
Part VI · Governance 2 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members9
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 $265,220,988 across 9 lines filed
VIII-1d Related organizations$29,193
VIII-1e Government grants$703,533
VIII-1f All other contributions, gifts and grants$80,343
VIII-1h Total contributions, gifts and grants$813,069
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $256,609,793 · Excluded from tax $559,902$257,169,695
VIII-3 Investment incomeExcluded from tax $3,301,948$3,301,948
VIII-6 Net rental income or lossExcluded from tax $36,330$36,330
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,899,946$3,899,946
VIII-12 Total revenueRelated to mission $256,609,793 · Unrelated business $0 · Excluded from tax $7,798,126$265,220,988
Part IX · Statement of functional expenses $225,624,503 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $653,479$653,479
IX-2 Grants to domestic individualsPrograms $30,474$30,474
IX-5 Pay of current officers, directors and key staffManagement $1,317,607$1,317,607
IX-6 Pay of disqualified personsPrograms $465,119 · Management $10,881$476,000
IX-7 Other salaries and wagesPrograms $67,145,847 · Management $18,683,926$85,829,773
IX-8 Pension plan contributionsPrograms $2,411,417 · Management $669,304$3,080,721
IX-9 Other employee benefitsPrograms $15,397,185 · Management $4,012,122$19,409,307
IX-10 Payroll taxesPrograms $5,057,839 · Management $1,482,473$6,540,312
IX-11b Legal feesPrograms $26,044 · Management $1,444,717$1,470,761
IX-11c Accounting feesManagement $94,617$94,617
IX-11f Investment management feesManagement $223,310$223,310
IX-11g Other fees for servicesPrograms $21,053,108 · Management $10,916,818$31,969,926
IX-12 Advertising and promotionPrograms $319 · Management $361,825$362,144
IX-13 Office expensesPrograms $4,113,442 · Management $3,455,711$7,569,153
IX-14 Information technologyPrograms $669,494 · Management $6,019,425$6,688,919
IX-16 OccupancyPrograms $1,735,431 · Management $3,026,144$4,761,575
IX-17 TravelPrograms $53,639 · Management $81,388$135,027
IX-20 InterestPrograms $618,461$618,461
IX-22 Depreciation, depletion and amortizationPrograms $10,023,399 · Management $579,884$10,603,283
IX-23 InsurancePrograms $1,996,033$1,996,033
IX-24 Other expenses (24a–d)Programs $40,226,372 · Management $1,567,139$41,793,511
IX-24e All other expensesPrograms $110$110
IX-25 Total functional expensesPrograms $171,677,212 · Management $53,947,291 · Fundraising $0$225,624,503
Part X · Balance sheet $365,821,141 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $10,806,536$11,109,726
X-4 Accounts receivableStart of year $43,598,778$42,162,603
X-8 Inventories for sale or useStart of year $4,322,297$4,500,074
X-9 Prepaid expenses and deferred chargesStart of year $3,986,096$4,243,463
X-10c Land, buildings and equipment, netStart of year $110,645,424$108,094,479
X-11 Publicly traded securitiesStart of year $96,745,952$104,486,358
X-12 Other securitiesStart of year $5,024,525$5,661,052
X-13 Program-related investmentsStart of year $67,565,928$65,723,384
X-15 Other assetsStart of year $17,389,553$19,840,002
X-16 Total assetsStart of year $360,085,089$365,821,141
X-17 Accounts payable and accrued expensesStart of year $27,408,629$23,735,983
X-20 Tax-exempt bond liabilitiesStart of year $7,416,218$6,155,224
X-24 Unsecured notes and loans payableStart of year $13,100,000$0
X-25 Other liabilitiesStart of year $10,795,900$13,180,182
X-26 Total liabilitiesStart of year $58,720,747$43,071,389
X-27 Net assets without donor restrictionsStart of year $301,364,342$322,749,752
X-32 Total net assets or fund balancesStart of year $301,364,342$322,749,752
X-33 Total liabilities and net assetsStart of year $360,085,089$365,821,141
Part XI · Reconciliation of net assets $322,749,752 net assets at year end
XI-1 Total revenue$265,220,988
XI-2 Total expenses$225,624,503
XI-3 Revenue less expenses$39,596,485
XI-4 Net assets at start of year$301,364,342
XI-5 Net unrealized gains (losses) on investments$1,645,269
XI-9 Other changes in net assets−$19,856,344
XI-10 Net assets at end of year$322,749,752

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

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