Civic Intelligence

Barton Memorial Hospital Foundation

990 • Fiscal year 2016 • EIN 88-0268799

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

Organization Profilewww.bartonhealth.org/giving/foundation
2092 Lake Tahoe Blvd No 600South Lake Tahoe, CA 96150

(530) 543-5614

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.10x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$633,403

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 63.9% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

61st percentile

4.4%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$12,669,935

Up $538,944 (+4.4%) from 2015

Net Assets

Up

$12,574,241

Up $548,916 (+4.6%) from 2015

Liabilities

Down

$95,694

Down $9,972 (-9.4%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin85th percentile

Revenue

Down

$991,548

Down $1,117,784 (-53%) from 2015

Expenses

Down

$729,284

Down $4,880,149 (-87%) from 2015

Net Income

Up

$262,264

Up $3,762,365 (+107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$12,669,935
Liabilities$95,694
Net Assets$12,574,241
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$991,548
Expenses$729,284
Net Income$262,264
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$1,170,869
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$6,880,564$7,418,447▲ $537,883
Pledges and Grants Receivable$5,069,768$5,044,299▼ $25,469
Cash and Non-Interest-Bearing Accounts$180,659$207,189▲ $26,530
Total Assets$12,130,991$12,669,935▲ $538,944
Liabilities
Accounts Payable and Accrued Expenses$105,666$95,694▼ $9,972
Total Liabilities$105,666$95,694▼ $9,972
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,000,106$7,131,173▲ $131,067
Permanently Rstr Net Assets$3,392,536$3,653,815▲ $261,279
Unrestricted Net Assets$1,632,683$1,789,253▲ $156,570
Total Net Assets Fund Balance$12,025,325$12,574,241▲ $548,916
Total Liabilities and Net Assets / Fund Balance$12,130,991$12,669,935▲ $538,944

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,391,263$262,552▲ $70,747-$3,653,815
2015$3,242,915$148,348--$3,391,263
2014$2,991,642$251,273--$3,242,915
2013$2,780,832$210,810--$2,991,642
2012$2,746,966$138,782-$104,916$2,780,832
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleOtherTotal
Karen ConantTrustee (Oct-Dec)$127,779$127,779
Diane Roeser-KinneySec(Jan-May)/Vice Chairman(May-Dec)$123,748$123,748
Daniel Norman MDTrustee$83,461$83,461

Board Members and Trustees

NameTitle
Angela MooreChairperson
Ryan RitchieVice Chairman (Jan-May)/Dir(Jun-Dec)
Kenneth JillsonDirector(Jan-May)/Secretary (May-Dec)
Kindle CraigExecutive Director
Brandianne BrownTrustee
Chris MannTrustee
Chris ProctorTrustee
Clint Purvance MDTrustee
Eric BickenbachTrustee
John CarlsonTrustee
Katie LongTrustee
Kim EvansTrustee
Marsha TicasTrustee
Melissa JesterTrustee
Molly NovaselTrustee
Robert HeffernanTrustee
Ruby TurnerTrustee
Stephanie CasteelTrustee
Paul HughesTrustee (Sep-Dec)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,015,143
Program Service Revenue
$0
Investment Income
$40,718
Other Revenue
$-64,313
All Other Contributions
$189,195
Change in Net Assets
$262,264

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$32,978Fair Market Value (FMV)
Total Noncash Contributions2$32,978-

Audited Revenue Reconciliation

Revenue per Audited Statements
$355,418
Revenue Not Reported on Financial Statements
$636,130
Revenue Not Reported on Form 990
$178,558,433
Other Revenue Adjustments
$636,130
Total Revenue per Audited Statements
$178,913,851
Total Revenue per Form 990
$991,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$455,453
Other Expenses$170,612
Grants and Similar Amounts Paid$103,219
Total Fundraising Expense$29,022
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$235,974$101,132-$337,106
Grants to Domestic Orgs$103,219--$103,219
Other Employee Benefits$62,610$26,833-$89,443
All Other Expenses$21,901$9,384$29,022$60,307
Fees for Service Investment Mgmnt Fees-$29,617-$29,617
Fees for Services Other-$29,389-$29,389
Payroll Taxes$16,610$7,118-$23,728
Information Technology$13,279$5,691-$18,970
Travel$5,056$2,167-$7,223
Pension Plan Contributions$3,623$1,553-$5,176
Conferences and Meetings$3,110$1,333-$4,443
Advertising$3,094$1,326-$4,420
Occupancy$2,302$987-$3,289
Office Expenses$1,247$535-$1,782
Other Expenses$958$411-$1,369
Total Functional Expenses$479,845$220,417$29,022$729,284

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Form 990$151,753,068
Total Expenses per Audited Statements$151,682,510
Expenses Not Reported on Financial Statements$799,842
Other Expense Adjustments$799,842
Total Expenses per Form 990$729,284
Expenses per Audited Statements$-70,558
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Barton Healthcare SystemSouth Lake Tahoe, CA501(c)(3)Supported Organization - General Program Support$103,219
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$163,712
Fundraising Gross Income$99,399
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$208,634$43,871$43,615$256
Festival$125,731$36,922$19,349$17,573
Total Events$390,505$99,399$163,712$-64,313
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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
No
Management duties delegated
No

Governance Explanations

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

“The Organization's Form 990 is provided to the governing board of directors for review and approval prior to filing. A draft copy of the Form 990 is provided to each board member either by email or hard copy for review. Approximately two weeks is allotted for their review and any questions or revisions to be addressed. The preparer may, at the board's request, present the final Form 990 to the full board or finance committee. Upon final approval from the board, the Form 990 is filed with the government agencies.”

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 Executive Director is compensated by the organization's parent, Barton Healthcare System (Barton). Barton's executive team determines the compensation of the organization's Executive Director 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 and are posted on the organization's website: www.bartonhealth.org. The organization's public relations contact: (530)543-5615.”

Filing and Contact Details

Filer

Filer Name
Barton Memorial Hospital Foundation
EIN
88-0268799
Phone
5305435614
Address
2092 Lake Tahoe Blvd No 600, South Lake Tahoe, CA 96150

Signing Officer

Name
Angela Moore
Title
Chairperson
Phone
5305435614
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Moore
Formed
1990
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
16
Employees
0
Volunteers
453

Preparer

Firm
Eide Bailly Llp
Address
4310 17TH AVE S PO BOX 2545, FARGO, ND 58108-2545
Preparer
Kim C Hunwardsen
Phone
7012398500
Supplemental Narrative

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 is organized as a California nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The Foundation is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The Foundation has determined they are not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990T) with the IRS. 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:

“Hospital Revenue Reported on Separately Filed Form 990 178,271,781.”

Part XI, Line 4B - Other Adjustments:

“Special Event Expenses Reported in Expense on Financials -163,712. Eliminating Entry on Audited Financials 799,842.”

Part XII, Line 2D - Other Adjustments:

“Special Event Expenses Reported in Revenue on Form 990 163,712. Hospital Expenses Reported on Separately Filed Form 990 151,589,356.”

Part XII, Line 4B - Other Adjustments:

“Eliminating Entry on Audited Financials 799,842.”

Raw XML AppendixShowing 400 of 720 raw XML fields

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2029225
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2131587
IRS990/Form990PartVIISectionAGrp/PersonNm0Angela Moore
IRS990/Form990PartVIISectionAGrp/PersonNm1Ryan Ritchie
IRS990/Form990PartVIISectionAGrp/PersonNm2Diane Roeser-Kinney
IRS990/Form990PartVIISectionAGrp/PersonNm3Kenneth Jillson
IRS990/Form990PartVIISectionAGrp/PersonNm4Eric Bickenbach
IRS990/Form990PartVIISectionAGrp/PersonNm5Brandianne Brown
IRS990/Form990PartVIISectionAGrp/PersonNm6John Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm7Stephanie Casteel
IRS990/Form990PartVIISectionAGrp/PersonNm8Kim Evans
IRS990/Form990PartVIISectionAGrp/PersonNm9Robert Heffernan
IRS990/Form990PartVIISectionAGrp/PersonNm10Melissa Jester
IRS990/Form990PartVIISectionAGrp/PersonNm11Katie Long
IRS990/Form990PartVIISectionAGrp/PersonNm12Chris Mann
IRS990/Form990PartVIISectionAGrp/PersonNm13Daniel Norman MD
IRS990/Form990PartVIISectionAGrp/PersonNm14Molly Novasel
IRS990/Form990PartVIISectionAGrp/PersonNm15Chris Proctor
IRS990/Form990PartVIISectionAGrp/PersonNm16Clint Purvance MD
IRS990/Form990PartVIISectionAGrp/PersonNm17Marsha Ticas
IRS990/Form990PartVIISectionAGrp/PersonNm18Ruby Turner
IRS990/Form990PartVIISectionAGrp/PersonNm19Paul Hughes
IRS990/Form990PartVIISectionAGrp/PersonNm20Karen Conant
IRS990/Form990PartVIISectionAGrp/PersonNm21Kindle Craig
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2100191
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1383461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15165496
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16596459
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2098554
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21131925
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman (Jan-May)/Dir(Jun-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sec(Jan-May)/Vice Chairman(May-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director(Jan-May)/Secretary (May-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee (Sep-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee (Oct-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt21Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0291106
IRS990/FundraisingDirectExpensesAmt0163712
IRS990/FundraisingGrossIncomeAmt099399
IRS990/GainOrLossGrp/SecuritiesAmt0-15609
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0103219
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0103219
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0103219
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01170869
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05691
IRS990/InformationTechnologyGrp/ProgramServicesAmt013279
IRS990/InformationTechnologyGrp/TotalAmt018970
IRS990/InvestmentIncomeGrp/ExclusionAmt056327
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056327
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06880564
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07418447
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt015609
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Our 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012025325
IRS990/NetAssetsOrFundBalancesEOYAmt012574241
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-15609
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-15609
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-64313
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-64313
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0286652
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0987
IRS990/OccupancyGrp/ProgramServicesAmt02302
IRS990/OccupancyGrp/TotalAmt03289
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0535
IRS990/OfficeExpensesGrp/ProgramServicesAmt01247
IRS990/OfficeExpensesGrp/TotalAmt01782
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026833
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt062610
IRS990/OtherEmployeeBenefitsGrp/TotalAmt089443
IRS990/OtherExpensesGrp/Desc0Merchandise Fee
IRS990/OtherExpensesGrp/Desc1Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc2Repairs and Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02284
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1657
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2411
IRS990/OtherExpensesGrp/ProgramServicesAmt05330
IRS990/OtherExpensesGrp/ProgramServicesAmt11532
IRS990/OtherExpensesGrp/ProgramServicesAmt2958
IRS990/OtherExpensesGrp/TotalAmt07614
IRS990/OtherExpensesGrp/TotalAmt12189
IRS990/OtherExpensesGrp/TotalAmt21369
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0101132
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0235974
IRS990/OtherSalariesAndWagesGrp/TotalAmt0337106
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07118
IRS990/PayrollTaxesGrp/ProgramServicesAmt016610
IRS990/PayrollTaxesGrp/TotalAmt023728
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01553
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03623
IRS990/PensionPlanContributionsGrp/TotalAmt05176
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03392536
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03653815
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05069768
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05044299
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Angela Moore
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01915420
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05149699
IRS990/PYInvestmentIncomeAmt0312540
IRS990/PYOtherExpensesAmt0131884
IRS990/PYOtherRevenueAmt0-118628
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3500101
IRS990/PYSalariesCompEmpBnftPaidAmt0327850
IRS990/PYTotalExpensesAmt05609433
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02109332
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0262264
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0534842
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,669,935
Liabilities
$95,694
Net assets
$12,574,241
Revenue
$991,548
Expenses
$729,284
Net income
$262,264
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