Civic Intelligence

Barton Memorial Hospital Foundation

EIN 88-0268799 • 501(c)3 • Zephyr Cove, NV

Profile

Mission statement: The Barton Foundation advances health care in our community through philanthropy.Our vision: The Barton Foundation positively impacts the health and wellness of our community by providing the margin of excellence through philanthropy, to assist in the Barton Health goal of providing consistently exceptional care.

PO Box 529Zephyr Cove, NV 89448

bartonhealthfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

179%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$11,053,038

Up $1,047,964 (+10%) from 2023

Liabilities

Down

$13,761

Down $2,642 (-16%) from 2023

Net Assets

Up

$11,039,277

Up $1,050,606 (+11%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

Up

$719,569

Up $461,787 (+179%) from 2023

Expenses

Down

$268,603

Down $451,601 (-63%) from 2023

Net Income

Up

$450,966

Up $913,388 (+198%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $4,402,487Liabilities 2011: $9,371Net Assets 2011: $4,393,1162011Assets 2012: $4,795,240Liabilities 2012: $6,674Net Assets 2012: $4,788,5662012Assets 2013: $5,659,321Liabilities 2013: $80,275Net Assets 2013: $5,579,0462013Assets 2014: $16,126,821Liabilities 2014: $118,290Net Assets 2014: $16,008,5312014Assets 2015: $12,130,991Liabilities 2015: $105,666Net Assets 2015: $12,025,3252015Assets 2016: $12,669,935Liabilities 2016: $95,694Net Assets 2016: $12,574,2412016Assets 2017: $13,850,366Liabilities 2017: $84,805Net Assets 2017: $13,765,5612017Assets 2018: $8,290,632Liabilities 2018: $0Net Assets 2018: $8,290,6322018Assets 2019: $8,936,291Liabilities 2019: $0Net Assets 2019: $8,936,2912019Assets 2020: $10,252,149Liabilities 2020: $128,325Net Assets 2020: $10,123,8242020Assets 2021: $11,069,064Liabilities 2021: $160,514Net Assets 2021: $10,908,5502021Assets 2022: $9,073,847Liabilities 2022: $63,015Net Assets 2022: $9,010,8322022Assets 2023: $10,005,074Liabilities 2023: $16,403Net Assets 2023: $9,988,6712023Assets 2024: $11,053,038Liabilities 2024: $13,761Net Assets 2024: $11,039,2772024

Highlighted filing

2024

Assets$11,053,038
Liabilities$13,761
Net Assets$11,039,277
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $587,587Expenses 2011: $470,662Net Income 2011: $116,9252011Revenue 2012: $781,149Expenses 2012: $753,605Net Income 2012: $27,5442012Revenue 2013: $1,362,959Expenses 2013: $570,715Net Income 2013: $792,2442013Revenue 2014: $11,269,201Expenses 2014: $714,826Net Income 2014: $10,554,3752014Revenue 2015: $2,109,332Expenses 2015: $5,609,433Net Income 2015: -$3,500,1012015Revenue 2016: $991,548Expenses 2016: $729,284Net Income 2016: $262,2642016Revenue 2017: $673,729Expenses 2017: $457,529Net Income 2017: $216,2002017Revenue 2018: $1,494,789Expenses 2018: $5,829,877Net Income 2018: -$4,335,0882018Revenue 2019: $1,309,772Expenses 2019: $1,627,290Net Income 2019: -$317,5182019Revenue 2020: $1,088,157Expenses 2020: $1,003,319Net Income 2020: $84,8382020Revenue 2021: $3,515,848Expenses 2021: $1,088,741Net Income 2021: $2,427,1072021Revenue 2022: $44,769Expenses 2022: $595,586Net Income 2022: -$550,8172022Revenue 2023: $257,782Expenses 2023: $720,204Net Income 2023: -$462,4222023Revenue 2024: $719,569Expenses 2024: $268,603Net Income 2024: $450,9662024

Highlighted filing

2024

Revenue$719,569
Expenses$268,603
Net Income$450,966
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,053,038
Liabilities
$13,761
Net assets
$11,039,277
Revenue
$719,569
Expenses
$268,603
Net income
$450,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.0$0.72$0.27$0.45
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.02$9.99$0.26$0.72$0.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.07$0.06$9.01$0.04$0.60$0.55
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.16$10.9$3.52$1.09$2.43
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.13$10.1$1.09$1.00$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$1.31$1.63$0.32
2018Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$1.49$5.83$4.34
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.08$13.8$0.67$0.46$0.22
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.10$12.6$0.99$0.73$0.26
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.11$12.0$2.11$5.61$3.50
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.12$16.0$11.3$0.71$10.6
2013Detailed filing. Detailed filing data is available for this year.$5.66$0.08$5.58$1.36$0.57$0.79
2012Summary only. Only limited summary data is available for this year.$4.80$0.01$4.79$0.78$0.75$0.03
2011Summary only. Only limited summary data is available for this year.$4.40$0.01$4.39$0.59$0.47$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$2,074,041
Mission and Program Overview

Mission

Our mission: inspiring philanthropy for the health of our community. Our vision: to positively impact the health of everyone in our community by providing the financial resources necessary to fulfill barton health's mission.

Inspiring philanthropy for the health of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,455,336$8,179,986▲ $724,650
Investments Other Securities$2,449,569$2,720,299▲ $270,730
Cash and Non-Interest-Bearing Accounts$100,169$152,753▲ $52,584
Total Assets$10,005,074$11,053,038▲ $1,047,964
Liabilities
Accounts Payable and Accrued Expenses$10,642$9,692▼ $950
Other Liabilities$5,761$4,069▼ $1,692
Total Liabilities$16,403$13,761▼ $2,642
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,781,837$5,786,331▲ $1,004,494
Net Assets With Donor Restrictions$5,206,834$5,252,946▲ $46,112
Total Net Assets Fund Balance$9,988,671$11,039,277▲ $1,050,606
Total Liabilities and Net Assets / Fund Balance$10,005,074$11,053,038▲ $1,047,964

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,720,299--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,002,933$11,223▲ $238,739$238,739$4,014,156
2023$3,991,842$11,091▲ $316,139$316,139$4,002,933
2022$3,969,431$22,411--$3,991,842
2021$3,956,633$12,798--$3,969,431
2020$3,848,820$107,851-$38$3,956,633
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Abby KillebrewChair
Patrick FryVice Chair
Christopher KiserDirector of Foundation
Jeff RahbeckTrustee
Kathryn BiasottiTrustee
Kirk LedbetterTrustee
Scott WeavilTrustee
Shawn AndersonTrustee
Stefan Schunk MDTrustee
Jonathon CefaluTrustee (As of 5/24)
Peter DiGrande MDTrustee (As of 5/24)
Baghdassar Pat Baghdikian MDTrustee (Until 5/24)
Wendy DavidTrustee (Until 5/24)
Sherry MlynskySecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$237,052
Program Service Revenue
$0
Investment Income
$482,517
Other Revenue
$0
All Other Contributions
$119,673
Change in Net Assets
$450,966

Audited Revenue Reconciliation

Revenue per Audited Statements
$632,791
Revenue Not Reported on Financial Statements
$86,778
Revenue Not Reported on Form 990
$964,576
Total Revenue per Audited Statements
$1,597,367
Total Revenue per Form 990
$719,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,410
Total Fundraising Expense$133,919
Grants and Similar Amounts Paid$29,193
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$8,971$7,024$80,719$96,714
Fees for Service Investment Mgmnt Fees-$86,778-$86,778
Grants to Domestic Orgs$29,193--$29,193
Information Technology--$13,907$13,907
All Other Expenses$862$574$4,307$5,743
Office Expenses$526$351$2,631$3,508
Travel--$3,182$3,182
Other Expenses$47$31$234$312
Advertising$195--$195
Total Functional Expenses$39,873$94,811$133,919$268,603

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$546,761
Expenses Not Reported on Form 990$364,936
Total Expenses per Form 990$268,603
Expenses per Audited Statements$181,825
Expenses Not Reported on Financial Statements$86,778
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Barton Healthcare SystemSouth Lake Tahoe, CA501(c)(3)Supported Organization - General Program Support$29,193
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payables$4,069
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“Barton Healthcare Systems (BHS) has the right to approve and remove board members. Once a board member is elected to serve on the BHS board, they also will serve on the filing organization board of directors. If they cease to serve on the BHS board, they will cease serving on the filing organization board as well.”

Form 990, Part VI, Section A, line 7B

“Amendments to the bylaws must have written consent of Barton Healthcare System.”

Form 990, Part VI, Section A, line 8B

“There are no committees that are able to act on behalf of the board.”

Form 990, Part VI, Section B, line 11B

“Each member of the governing board of directors and officers are provided with an electronic copy of the Form 990 for review prior to filing with the Internal Revenue Service.”

Form 990, Part VI, Section B, line 12C

“Each member of the governing board is required to complete an annual conflict of interest questionnaire. Pursuant to written policy, the board members are precluded from participating in debate and voting on any issue in which the member(s) (or a family member) may have a personal or business interest.”

Form 990, Part VI, Section B, line 15

“The Director of Foundation is compensated by the organization's parent, Barton Healthcare System (Barton). Barton's executive team determines the compensation of the organization's Director of Foundation based on salary surveys and comparability data of other similar organizations.”

Form 990, Part VI, Section C, line 19

“Documents requiring public disclosure are available upon request.”

Filing and Contact Details

Filer

Filer Name
Barton Memorial Hospital Foundation
EIN
88-0268799
Phone
5305435612
Address
PO Box 529, Zephyr Cove, NV 89448
Doing Business As
Barton Foundation

Signing Officer

Name
Kelly Neiger
Title
Bhs CFO
Phone
5305435612
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Neiger
Formed
1990
Legal Domicile
Nv
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
16

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Other Professional Fees: Program service expenses 0. Management and general expenses 7,024. Fundraising expenses 0. Total expenses 7,024. Other Purchased Services: Program service expenses 8,971. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,971. Consulting: Program service expenses 0. Management and general expenses 0. Fundraising expenses 80,719. Total expenses 80,719.”

Financial Statement Notes

Part V, Line 4:

“The purpose of the endowment fund is to utilize the fund earnings in current and future support of the supported organization, Barton Healthcare System.”

Part X, Line 2:

“The Foundation believes that they have appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Part XI, Line 2D - Other Adjustments:

“Net Assets Released from Restrictions 2,586.”

Part XII, Line 2D - Other Adjustments:

“Net Assets Released from Restrictions 2,586.”

Raw XML AppendixShowing 400 of 600 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee (As of 5/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee (As of 5/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee (Until 5/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee (Until 5/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director of Foundation
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IRS990/FormationYr01990
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Mission statement: The Barton Foundation advances health care in our community through philanthropy.Our vision: The Barton Foundation positively impacts the health and wellness of our community by providing the margin of excellence through philanthropy, to assist in the Barton Health goal of providing consistently exceptional care.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt011039277
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IRS990/OtherExpensesGrp/Desc0Indirect Special Event
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IRS990/OtherExpensesGrp/Desc2Dues and Subscriptions
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IRS990/OtherExpensesGrp/FundraisingAmt1395
IRS990/OtherExpensesGrp/FundraisingAmt2234
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt131
IRS990/OtherExpensesGrp/ProgramServicesAmt079
IRS990/OtherExpensesGrp/ProgramServicesAmt147
IRS990/OtherExpensesGrp/TotalAmt028544
IRS990/OtherExpensesGrp/TotalAmt1527
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kelly Neiger
IRS990/ProfessionalFundraisingInd00
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IRS990/ReportInvestmentsOtherSecInd01
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IRS990/ReportOtherLiabilitiesInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Barton HC System
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04002933
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012798
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03969431
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt038
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt086778
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Related Party Payables
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Hedge Funds
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt086778
IRS990ScheduleD/RevenueSubtotalAmt0632791
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The purpose of the endowment fund is to utilize the fund earnings in current and future support of the supported organization, Barton Healthcare System.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation believes that they have appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Net Assets Released from Restrictions 2,586.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Net Assets Released from Restrictions 2,586.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02720299
IRS990ScheduleD/TotalExpensesPerForm990Amt0268603

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