Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
BARTON HEALTHCARE SYSTEM
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 9578
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH LAKE TAHOE, CA96158
D Employer identification number

94-6050274
E Telephone number

G Gross receipts $ 177,166,769
F Name and address of principal officer:
JOHN WILLIAMS
PO BOX 9578
SOUTH LAKE TAHOE,CA96158
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BARTONHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1960
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: BARTON HEALTH DELIVERS SAFE, HIGH QUALITY CARE AND ENGAGES THE COMMUNITY IN THE IMPROVEMENT OF HEALTH AND WELLNESS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 1,016
6 Total number of volunteers (estimate if necessary) ............. 6 120
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 63,460
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -17,176
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 992,446 1,050,925
9 Program service revenue (Part VIII, line 2g) ......... 140,218,095 155,797,710
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,176,785 1,914,489
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,512,716 3,667,287
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 147,900,042 162,430,411
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 391,514 534,562
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 67,643,595 68,522,029
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet357,438    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 70,605,876 73,692,615
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 138,640,985 142,749,206
19 Revenue less expenses. Subtract line 18 from line 12....... 9,259,057 19,681,205
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 173,410,267 208,722,128
21 Total liabilities (Part X, line 26)............. 41,196,105 56,916,290
22 Net assets or fund balances. Subtract line 21 from line 20..... 132,214,162 151,805,838
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: BARTON HEALTH IS DEDICATED TO THE SAFE, HIGH QUALITY DELIVERY OF HEALTH CARE TO MEMBERS OF AND VISITORS TO OUR COMMUNITY. WE COMMIT TO EMPATHETIC, COMPASSIONATE, PERSONALIZED, COMPREHENSIVE AND RESPONSIVE TREATMENT OF ALL OUR GUESTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 102,168,717 including grants of $ 534,562 ) (Revenue $ 147,162,894 )
SEE SCHEDULE O BARTON HEALTH IS A 501C3 NONPROFIT HEALTH SYSTEM THAT INCLUDES A LICENSED 63-BED, GENERAL ACUTE CARE HOSPITAL. BARTON HEALTH ALSO OFFERS OUTPATIENT CLINICS SERVING RESIDENTS ON THE SOUTH SHORE OF LAKE TAHOE IN ADDITION TO TRANSIENT-BASED PATIENTS. BARTON HEALTH PROVIDES EXCEPTIONAL MEDICAL CARE REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. THE FOLLOWING PROGRAMS ARE COMMUNITY OUTREACH PROGRAMS THAT BENEFIT THE HEALTH OF THE BARTON HEALTH LAKE TAHOE SOUTH SHORE COMMUNITY. COMMUNITY HEALTH EVENTS: BARTON HEALTH PROVIDES FREE OR DISCOUNTED SERVICES AT COMMUNITY HEALTH EVENTS INCLUDING COMMUNITY HEALTH FAIRS, LAB DRAWS, MAMMOGRAMS, EKG TESTS, FAMILY HEALTH DAY, AND VACCINATION CLINICS; CANCER WELLNESS PROGRAM, AND COMMUNITY EVENT MEDICAL COVERAGE. YOUTH PROGRAMS: BARTON HEALTH PROMOTES HEALTH WITHIN YOUTH POPULATIONS THROUGH PROGRAMS THAT EDUCATE ABOUT THE RAMIFICATIONS OF DRUG AND ALCOHOL USE; DRUNK DRIVING; THE SPONSORSHIP OF YOUTH ACTIVITIES THAT PROMOTE HEALTH; FREE SPORTS PHYSICALS; SPORTS INJURY PREVENTION; AND HEALTH CAREER PROMOTION ACTIVITIES.COMMUNITY HEALTH EDUCATION PROGRAMS: MAILED COMMUNITY NEWSLETTER; FREE ONLINE E-NEWSLETTERS AND HEALTH LIBRARY; FREE CHILDBIRTH EDUCATION CLASSES; FREE CHILD/INFANT CPR AND FIRST-AID; NEW MOMS SUPPORT PROGRAM; FREE SENIOR HEALTH AND FITNESS DAY; AND FREE COMMUNITY HEALTH LECTURE SERIES.SUPPORT GROUPS: MOMS' MORNING OUT; GRIEF SUPPORT GROUPS; AND CHILDREN'S BEREAVEMENT CAMPCOLLABORATION: ACCESS EL DORADO INVOLVING PUBLIC AND PRIVATE AGENCIES TO CREATE HEALTHIER COMMUNITIES ESPECIALLY WITHIN OUR VULNERABLE POPULATIONS; TELEHEALTH FOR TAHOE THAT BRINGS ADDITIONAL SPECIALTY HEALTH ACCESSIBLE THROUGH TELEMEDICINE; AND EMERGENCY MANAGEMENT COMMUNITY COUNCIL (BARTON HEALTH HOSTS AND CHAIRS) THAT MEETS WITH AREAS AGENCIES THAT MEETS EVERY OTHER MONTH TO DISCUSS EMERGENCY PREPAREDNESS AND EDUCATION WITHIN OUR COMMUNITY. BARTON ADDITIONALLY PARTNERED WITH COVERED CALIFORNIA AND BEGAN A CERTIFIED ENROLLMENT ENTITY THAT ASSISTED NEARLY 600 RESIDENTS ENROLL FOR HEALTH COVERAGE.
4b (Code:   ) (Expenses $ 3,729,172 including grants of $   ) (Revenue $ 3,634,816 )
SEE SCHEDULE O BARTON COMMUNITY HEALTH CENTER. THE BARTON COMMUNITY HEALTH CENTER PROVIDES ROUTINE MEDICAL AND URGENT CARE TO MEDICARE AND MEDI-CAL BENEFICIARIES, THOSE WITH INSURANCE BUT VERY HIGH DEDUCTIBLES OR THOSE WHO ARE UNINSURED. URGENT MEDICAL NEEDS CAN USUALLY BE SEEN "SAME DAY" WHICH IMPROVES MEDICAL OUTCOMES. THE BARTON COMMUNITY HEALTH CENTER COMBINES THE EFFORTS OF NUMEROUS SKILLED PROFESSIONALS INCLUDING, NURSE PRACTITIONERS, PHYSICIAN ASSISTANTS, MEDICAL ASSISTANTS, NURSES, OTHER MEDICAL SUPPORT STAFF, AND CONTRACTS WITH FAMILY AND SPECIALTY PHYSICIANS. SPECIALTY PHYSICIANS WHO SEE PATIENTS AT THE CLINIC INCLUDE ORTHOPEDICS, HIGH RISK OBSTETRICS, GYNECOLOGY, CHILD PSYCHIATRY, ADULT TELEMEDICINE PSYCHIATRY, ADHD TREATMENT, UROLOGY, ENT, RHEUMATOLOGY, ENDOCRINOLOGY, AND NEUROLOGY. MORE THAN 60 PERCENT OF THE CLINIC'S PATIENTS ARE WOMEN AND CHILDREN. THE REMAINING 40 PERCENT ARE TEEN AND ADULT MALES. APPROXIMATELY 43 PERCENT OF THE PATIENTS USE ENGLISH AS A SECOND LANGUAGE. PATIENTS ARE OFTEN UNDOCUMENTED MIGRANT WORKERS NOT ELIGIBLE FOR MEDI-CAL OR ARE INSURED LOW INCOME PATIENTS WITH VERY 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 INCLUDING THOSE SEEKING FAMILY PLANNING SERVICES, PRE-CONCEPTION INFORMATION AND REFERRALS FOR STERILIZATION, LEVEL 1 INFERTILITY SERVICES, STD TREATMENT, REFERRALS FOR HIV SERVICES AND SCREENING FOR DES (DIETHYLSTILBESTROL) EXPOSURE. THE HEALTH CENTER IS ONE OF FEW MEDICAL FACILITIES WHICH ACCEPTS MEDI-CAL OR UNINSURED PATIENTS.
4c (Code:   ) (Expenses $ 2,984,366 including grants of $   ) (Revenue $   )
SEE SCHEDULE O BARTON HEALTH FINANCIAL ASSISTANCE (HELPING HANDS PROGRAM). THE PROGRAM ASSISTS PATIENTS OF BARTON MEMORIAL HOSPITAL 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 AND ASSETS TO DETERMINE THEIR ABILITY TO PAY. THE AMOUNT OF DISCOUNT THE PATIENT RECEIVES TOWARD THEIR MEDICAL BILL DEPENDS ON THEIR ADJUSTED 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 450 PERCENT OF THE MOST RECENT POVERTY INCOME GUIDELINES AND/OR UNDER SPECIAL CIRCUMSTANCES.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet108,882,255
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
208
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,016
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
6
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRICHARD DERBY
PO BOX 9578
SOUTH LAKE TAHOE,CA96158 (530) 541-3420
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KIRK LEDBETTER........................................................................
CHAIRPERSON
 1.00
.......................   		X   X       0 0 9,665
(2) CHARLES SCHARER........................................................................
VICE-CHAIRPERSON
 1.00
.......................   		X   X       0 0 14,468
(3) JOHN CEFALU........................................................................
SECRETARY/TREASURER
 1.00
.......................   		X   X       0 0 10,571
(4) GREG BERGNER MD........................................................................
TRUSTEE
 1.00
.......................   		X           93,555 0 0
(5) MICHAEL BRADFORD........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 9,333
(6) JEFF TILLMAN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(7) PAUL FRY II MD........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(8) RHONDA MCFARLANE........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(9) TERRENCE ORR MD........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(10) PAUL RORK MD........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(11) DENA SCHWARTE........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 3,290
(12) KEITH SWANSON MD........................................................................
TRUSTEE
 1.00
.......................   		X           60,000 0 0
(13) ABBY KILLEBREW........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(14) JOHN WILLIAMS........................................................................
CEO
 39.00
.......................0.50 		    X       571,345 0 20,223
(15) RICHARD DERBY........................................................................
CFO
 40.00
.......................   		    X       344,939 0 16,879
(16) STEPHEN NEFF........................................................................
CFO
 40.00
.......................   		    X       95,467 0 4,445
(17) CLINT PURVANCEMD........................................................................
CHIEF MEDICAL OFFICER
 39.50
.......................0.50 		    X       466,463 0 24,308
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARY BITTNER........................................................................
VP - NURSING
 39.50
.......................0.50 		      X     158,046 0 9,519
(19) SUSAN FAIRLEY........................................................................
VP - NURSING
 40.00
.......................   		      X     167,648 0 21,525
(20) LEANNE KANKEL........................................................................
VP - HUMAN RESOURCES
 40.00
.......................   		      X     249,812 0 24,004
(21) MICHELE STALTER........................................................................
DIR SURGICAL SERVICES
 40.00
.......................   		      X     175,698 0 21,690
(22) WARREN WITHERS MD........................................................................
MEDICAL DIR OF ED SERVICES
 40.00
.......................   		      X     165,842 0 17,196
(23) RICHARD BELLI........................................................................
DIR OF FACILITIES
 40.00
.......................   		        X   170,519 0 17,540
(24) TERRIANN CHERRY........................................................................
DIR OF PHARMACY
 40.00
.......................   		        X   181,777 0 21,963
(25) CHRISTOPHER PROCTOR........................................................................
DIR OF TAHOE CENTER
 39.50
.......................0.50 		        X   163,592 0 21,417
(26) BRIAN GOULD........................................................................
DIR INFORMATION SYSTEMS
 40.00
.......................   		        X   203,206 0 21,101
(27) CHRISTINE O'FARRELL........................................................................
DIR OF QUALITY MGMT
 40.00
.......................   		        X   155,376 0 18,083






1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,423,285 0 307,220
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet97
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
TAHOE CARSON VALLEY MEDICAL GROUP INC

2155 SOUTH AVE STE 24
SO LAKE TAHOE,CA96150 		PHYSICIAN SERVICES 9,295,000
LAKE TAHOE ORTHOPAEDIC INSTITUTE INC

PO BOX 11889
ZEPHYR COVE,NV89448 		PHYSICIAN SERVICES 4,184,619
RENOWN HEALTH

1155 MILL STREET
RENO,NV89520 		SOFTWARE SERVICES 1,352,645
CARTER KELLY INC

PO BOX 1477
PLACERVILLE,CA95667 		CONSTRUCTION CONTRACTOR 937,540
SOUTH TAHOE ANESTHESIA MEDICAL GROUP

PO BOX 5641
PORTLAND,OR97228 		PHYSICIAN SERVICES 796,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet36
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 308,131
e Government grants (contributions)1e 171,915
f All other contributions, gifts, grants, and
similar amounts not included above1f 		570,879
g Noncash contributions included in lines
1a-1f:$ 		418,371
h Total. Add lines 1a-1f.......MediumBullet 1,050,925
Program Service RevenueAmt Business Code
2a OUTPATIENT SERVICES 621990 100,166,196 100,166,196    
b INPATIENT SERVICES 621990 43,935,278 43,935,278    
c SKILLED NURSING SVCS 623000 9,811,258 9,811,258    
d OTHER PROGRAM REVENUE 621990 5,500,784 5,500,784    
e CONTRACTUAL ADJUSTMENTS 621990 -3,615,806 -3,615,806    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 155,797,710
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,002,659     1,002,659
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 83,465  
b Less: rental expenses 35,265  
c Rental income or (loss) 48,200  
d Net rental income or (loss).......MediumBullet 48,200     48,200
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 15,104,496  
b Less: cost or other basis and sales expenses 14,168,134 24,532
c Gain or (loss) 936,362 -24,532
d Net gain or (loss)..........MediumBullet 911,830     911,830
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 570,483
b Less: cost of goods sold ..b 508,427
c Net income or (loss) from sales of inventory..MediumBullet 62,056     62,056
Miscellaneous Revenue Business Code
11a OTHER OPERATING INCOME 900099 2,166,589   63,460 2,103,129
b OTHER NON-OPERAT'G INCOME 900099 880,891     880,891
c CAFETERIA 722210 431,636     431,636
d All other revenue .... 77,915     77,915
e Total. Add lines 11a–11d ...... MediumBullet 3,557,031
12 Total revenue. See Instructions......MediumBullet 162,430,411 155,797,710 63,460 5,518,316
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 519,101 519,101
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 15,461 15,461
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 2,755,931   2,755,931  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 50,750,856 34,675,707 15,915,489 159,660
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,048,505 715,141 332,406 958
9 Other employee benefits ....... 10,100,693 6,957,428 3,099,728 43,537
10 Payroll taxes ........... 3,866,044 2,689,190 1,165,867 10,987
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 307,964   307,964  
c Accounting ........... 142,171   142,171  
d Lobbying ........... 92,213   92,213  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 252,373   252,373  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 24,350,163 22,752,400 1,596,426 1,337
12 Advertising and promotion .... 390,713 272,204 117,531 978
13 Office expenses ....... 1,956,193 1,353,172 584,264 18,757
14 Information technology ...... 3,633,284 2,537,609 1,095,675  
15 Royalties ..        
16 Occupancy ........... 3,584,610 2,497,631 1,069,867 17,112
17 Travel ............ 268,226 186,486 80,520 1,220
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 270,874 189,188 81,686  
20 Interest ........... 861,302   861,302  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 6,115,399 4,284,982 1,830,417  
23 Insurance .............. 814,145   814,145  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 13,431,292 13,431,292    
b BAD DEBT EXPENSE 12,443,889 12,443,889    
c REPAIRS & MAINTENANCE 2,671,753 1,865,088 800,420 6,245
d RECRUITING 759,758 530,641 229,117  
e All other expenses 1,346,293 965,645 284,001 96,647
25 Total functional expenses. Add lines 1 through 24e 142,749,206 108,882,255 33,509,513 357,438
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 13,933,099 1 15,052,192
2 Savings and temporary cash investments ......... 1,407,531 2 2,266,127
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 23,212,719 4 26,192,202
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 1,280,097 7 1,512,028
8 Inventories for sale or use .............. 2,656,158 8 3,190,488
9 Prepaid expenses and deferred charges .......... 2,431,586 9 2,649,898
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 137,891,281
b Less: accumulated depreciation ..... 10b 79,444,840 57,759,839 10c 58,446,441
11 Investments—publicly traded securities .......... 46,571,729 11 54,175,907
12 Investments—other securities. See Part IV, line 11 ..... 1,551,085 12 16,749,147
13 Investments—program-related. See Part IV, line 11 ..... 18,810,446 13 19,813,396
14 Intangible assets ............... 202,012 14 423,609
15 Other assets. See Part IV, line 11 ........... 3,593,966 15 8,250,693
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 173,410,267 16 208,722,128
Liabilities 17 Accounts payable and accrued expenses ......... 18,184,911 17 20,411,337
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 8,924,356 20 23,683,318
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 9,701,633 23 9,572,341
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 4,385,205 25 3,249,294
26 Total liabilities. Add lines 17 through 25......... 41,196,105 26 56,916,290
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 132,195,797 27 151,787,473
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ........... 18,365 29 18,365
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 132,214,162 33 151,805,838
34 Total liabilities and net assets/fund balances ........ 173,410,267 34 208,722,128
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
162,430,411
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
142,749,206
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
19,681,205
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
132,214,162
5
Net unrealized gains (losses) on investments ...............
5
-178,439
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
88,910
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
151,805,838
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
BARTON HEALTHCARE SYSTEM
  		Employer identification number

94-6050274
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
BARTON HEALTHCARE SYSTEM
  		Employer identification number

94-6050274
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
BARTON HEALTHCARE SYSTEM
  		Employer identification number

94-6050274
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
Yes
 
697
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
91,516
j
Total. Add lines 1c through 1i ...............................
92,213
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: -ASSESSMENT FROM CALIFORNIA HOSPITAL ASSN FOR A BALLOT INITIATIVE PROTECTING THE HOSPITAL FEE PROGRAM IN CALIFORNIA -TRAVEL TO WASHINGTON DC TO ATTEND NATIONAL RURAL HEALTH ASSN (NRHA) POLICY INSTITUTE CONFERENCE. -A PORTION OF BARTON HEALTHCARE SYSTEM'S MEMBERSHIP DUES PAID TO CALIFORNIA HOSPITAL ASSOCIATION WAS USED FOR LOBBYING EXPENDITURES.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $ 0
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 90,517
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 2,991,642 2,780,832 2,642,050 2,684,372 2,678,660
b Contributions ........ 251,273 210,810 138,782    
c Net investment earnings, gains, and losses         7,100
d Grants or scholarships .....       42,322 1,388
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ...... 3,242,915 2,991,642 2,780,832 2,642,050 2,684,372
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 9,000,000 3,435,136 12,435,136
b Buildings ................   60,732,820 33,230,908 27,501,912
c Leasehold improvements ............        
d Equipment ................   59,137,581 44,652,131 14,485,450
e Other ................. 90,517 5,495,227 1,561,801 4,023,943
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 58,446,441
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) CHIC STOCK 		98,901 C

(B) FUNDS HELD BY TRUSTEE 		16,650,246 F







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 16,749,147
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) INVESTMENTS IN AFFILIATES 19,813,396 C








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 19,813,396
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DUE TO GOVERNMENTAL AGENCIES 3,249,294








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,249,294
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART III, LINE 4: GENERAL PHOTOGRAPHS, PAINTINGS, ETC ON DISPLAY FOR OUR PATIENTS AND GUESTS.
PART V, LINE 4: BARTON MEMORIAL HOSPITAL FOUNDATION, INC. (A RELATED 501(C)(3) ENTITY) HOLDS AN ENDOWMENT FUND IN WHICH THE EARNINGS ARE USED TO SUPPORT BARTON HEALTHCARE SYSTEM (DBA BARTON MEMORIAL HOSPITAL).
PART X, LINE 2: BARTON HEALTHCARE SYSTEM (THE SYSTEM) IS ORGANIZED AS A NOT-FOR-PROFIT ENTITY UNDER THE GENERAL NONPROFIT CORPORATION LAWS OF THE STATE OF CALIFORNIA. EXEMPTIONS FROM FEDERAL INCOME TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA FRANCHISE TAXATION HAVE BEEN OBTAINED. CERTAIN ACTIVITIES AND SUBSIDIARIES MAY BE SUBJECT TO INCOME TAXES; HOWEVER, SUCH ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		  1,413 795,244   795,244 0.610 %
b Medicaid (from Worksheet 3,
column a) .... 		    17,884,133 16,848,524 1,035,609 0.790 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		    116,894 52,023 64,871 0.050 %
d Total Financial Assistance
and Means-Tested
Government Programs . 		  1,413 18,796,271 16,900,547 1,895,724 1.450 %
Other Benefits
     137,160   137,160 0.110 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    572,159 157,373 414,786 0.320 %
g Subsidized health services
(from Worksheet 6) .. 		    1,917,698 630,911 1,286,787 0.990 %
h Research (from Worksheet 7)            
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    73,396   73,396 0.060 %
j Total. Other Benefits ..     2,700,413 788,284 1,912,129 1.480 %
k Total. Add lines 7d and 7j .   1,413 21,496,684 17,688,831 3,807,853 2.930 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support     130,219 42,986 87,233 0.070 %
4 Environmental improvements 1   2,163,996   2,163,996 1.660 %
5 Leadership development and training for community members            
6 Coalition building     14,028   14,028 0.010 %
7 Community health improvement advocacy            
8 Workforce development            
9 Other 2   70,959 14,024 56,935 0.040 %
10 Total 3   2,379,202 57,010 2,322,192 1.780 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
12,451,635
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
5,937,041
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
16,549,673
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
21,393,491
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-4,843,818
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
11 WASHOE-BARTON MEDICAL CLINIC
  		501(C)(3) HEALTH CLINIC/HOSPITAL 50.000 % 0 % 0 %
22 SURGICAL ASSOCIATES OF LAKE TAHOE LP
  		OUTPATIENT SURGERY CENTER 100.000 % 0 % 0 %
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 BARTON MEMORIAL HOSPITAL
2170 SOUTH AVENUE
SOUTH LAKE TAHOE,CA96150
WWW.BARTONHEALTH.ORG
030000013 		X X         X      
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
BARTON MEMORIAL HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 12
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): WWW.BARTONHEALTH.ORG
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

BARTON MEMORIAL HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

BARTON MEMORIAL HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19 Yes  
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
BARTON MEMORIAL HOSPITAL PART V, SECTION B, LINE 5: AS PART OF THE COMMUNITY HEALTH ASSESSMENT THERE WERE TWO FOCUS GROUPS HELD ON MARCH 29,2012 WITH MEMBERS OF THE BARTON HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT ADVISORY STEERING COMMITTEE. ONE GROUP WAS PRIMARILY CLINICIANS AND MEDICAL PROFESSIONALS, AND THE OTHER WAS WITH KEY INFORMANTS FROM COMMUNITY BASED ORGANIZATIONS. IN ALL, 21 INDIVIDUALS TOOK PART IN THESE FOCUS GROUPS, INCLUDING PHYSICIANS, OTHER HEALTH PROFESSIONALS, PUBLIC HEALTH OFFICIALS, SOCIAL SERVICE PROVIDERS AND OTHER COMMUNITY LEADERS.A LIST OF RECOMMENDED PARTICIPANTS FOR THE FOCUS GROUPS WAS PROVIDED BY BARTON HEALTH WITH INPUT FROM MEMBERS OF THE ADVISORY STEERING COMMITTEE. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. PARTICIPANTS INCLUDED A REPRESENTATIVE OF PUBLIC HEALTH, AS WELL AS SEVERAL INDIVIDUALS WHO WORK WITH LOW INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS, AND THOSE WHO WORK WITH PERSONS WITH CHRONIC DISEASE CONDITIONS.
BARTON MEMORIAL HOSPITAL PART V, SECTION B, LINE 7D: BARTON HEALTHCARE SYSTEM MAKES OUR CHNA AVAILABLE VIA OUR WEBSITE AT WWW.BARTONHEALTH.ORG.IN ADDITION TO OUR WEBSITE AND UPON REQUEST: WE PRESENTED THE CHNA RESULTS TO VARIOUS COMMUNITY GROUPS INCLUDING THE SOUTH LAKE TAHOE CITY COUNCIL, LAKE TAHOE COLLABORATIVE AND DOUGLAS COUNTY PARTNERSHIP DESCRIBING THE RESULTS OF THE ASSESSMENT AND ALSO GIVING THE WEB LINK FOR FURTHER INFORMATION. THE VIDEO FROM THE CITY COUNCIL PRESENTATION WAS POSTED ON OUR SOCIAL NETWORKING SITE, FACEBOOK. AS VARIOUS HEALTH ISSUES WERE DISCUSSED IN NEWS ARTICLES OR ON SOCIAL MEDIA, WE WOULD LINK TO THE CHNA WEB LINK. FINALLY, THE WEBSITE WAS PUBLISHED IN NUMEROUS NEWSLETTERS AND REPORTS INCLUDING BARTON HEALTH'S COMMUNITY BENEFIT REPORT; BARTON'S HEALTH AND LIFE MAGAZINE; AND PRC'S MAGAZINE COMMUNITY HEALTH CONNECTION. ADDITIONALLY, NEWS ARTICLES WERE WRITTEN IN LOCAL MEDIA FOCUSING ON SOME OF THE MAJOR HEALTH GAPS IDENTIFIED.
BARTON MEMORIAL HOSPITAL PART V, SECTION B, LINE 11: BARTON HEALTH IS A MEMBER OF NUMEROUS COMMUNITY COLLABORATIVES WORKING TO ADDRESS THE HEALTH NEEDS IN OUR COMMUNITY WE ATTEND THE MONTHLY LAKE TAHOE COLLABORATIVE FOCUSING ON COLLABORATIONS FOR YOUTH; WE FILL THE HEALTHCARE SEAT ON OUR COMMUNITY'S DRUG-FREE COMMUNITY COALITION; AND FINALLY WE ATTEND A MONTHLY HUMAN HEALTH AND SOCIAL WELL-BEING COMMITTEE FOCUSING ON NUTRITION.
BARTON MEMORIAL HOSPITAL PART V, SECTION B, LINE 22D: THE ORGANIZATION OFFERS AN UNINSURED PATIENT DISCOUNT THAT IS A PARTIAL WRITE-OFF OF THE UNDISCOUNTED CHARGES FOR COVERED SERVICES. THE UNINSURED PATIENT DISCOUNT DOES NOT APPLY TO PATIENTS WHO QUALIFY FOR CHARITY CARE OR WHO RECEIVE SERVICES THAT ARE ALREADY DISCOUNTED. THE HOSPITAL'S UNISURED DISCOUNT OF 20% IS VALID IF PAID WITHIN THE FIRST 30 DAYS OF BILLING. THE DISCOUNT IS NOT TO EXCEED THE AMOUNT THE HOSPITAL WOULD RECEIVED FROM MEDICARE, MEDI-CAL, HEALTHLY FAMILIES, OR OTHER GOVERNMENT SPONSORED PROGRAMS.
PART V, SECTION B, LINE 16 FINANCIAL ASSISTANCE POLICY WEBSITE AVAILABILITY
BARTON MEMORIAL HOSPITAL PART V, SECTION B, LINE 16A WEBSITE: WWW.BARTONHEALTH.ORG
BARTON MEMORIAL HOSPITAL PART V, SECTION B, LINE 16B WEBSITE: WWW.BARTONHEALTH.ORG
BARTON MEMORIAL HOSPITAL PART V, SECTION B, LINE 16C WEBSITE: WWW.BARTONHEALTH.ORG
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?20
Name and address Type of Facility (describe)
1 TAHOE ORTHOPEDIC & SPORTS MEDICINE
212 ELKS POINT ROAD STE 200
ZEPHYR COVE,NV89448 		ORTHOPEDIC CLINIC
2 TAHOE ORTHOPEDIC & SPORTS MEDICINE
935 MICA DRIVE BLDG C STE 13 14
CARSON CITY,NV89705 		ORTHOPEDIC CLINIC
3 TAHOE ORTHOPEDIC & SPORTS MEDICINE
925 TAHOE BLVD UNITS 105-106
INCLINE VILLAGE,NV89451 		ORTHOPEDIC CLINIC
4 TAHOE ORTHOPEDIC & SPORTS MEDICINE
1139 THIRD AVENUE
SOUTH LAKE TAHOE,CA96150 		ORTHOPEDIC CLINIC
5 LAKE TAHOE SURGERY CENTER
212 ELKS POINT ROAD STE 201
ZEPHYR COVE,NV89448 		OUTPATIENT SURGERY CENTER
6 BARTON HOME HEALTH HOSPICE
2092 LAKE TAHOE BLVD SUITE 500
SOUTH LAKE TAHOE,CA96150 		OUTPATIENT HOME HEALTH & HOSPICE SERVICES
7 BARTON HOME HEALTH HOSPICE
155 HIGHWAY 50
STATELINE,NV89449 		OUTPATIENT HOME HEALTH & HOSPICE SERVICES
8 BARTON URGENT CARE & FAMILY PRACTICE I
155 HIGHWAY 50
STATELINE,NV89449 		URGENT CARE/FAMILY PRACTICE/ OCCUPATIONAL MEDICINE CLINIC
9 BARTON FAMILY MEDICINE
1090 THIRD STREET
SOUTH LAKE TAHOE,CA96150 		FAMILY PRACTICE CLINIC
10 BARTON WOMEN'S HEALTH
2175 SOUTH AVENUE
SOUTH LAKE TAHOE,CA96150 		OB/GYN CLINIC
11 BARTON COMMUNITY HEALTH CENTER
2201 SOUTH AVENUE
SOUTH LAKE TAHOE,CA96150 		RURAL FAMILY HEALTH CLINIC
12 BARTON GENERAL SURGERY
1090 THIRD STREET
SOUTH LAKE TAHOE,CA96150 		GENERAL SURGERY PHYS CLINIC
13 BARTON INTERNAL MEDICINE
2175 SOUTH AVENUE
SOUTH LAKE TAHOE,CA96150 		INTERNAL MEDICINE
14 BARTON PEDIATRICS
155 HIGHWAY 50
STATELINE,NV89449 		PEDIATRIC CLINIC
15 BARTON EAR NOSE & THROAT
2169 SOUTH AVE
SOUTH LAKE TAHOE,CA96150 		ENT / AUDIOLOGY CLINIC
16 BARTON UROLOGY
2169 SOUTH AVE
SOUTH LAKE TAHOE,CA96150 		UROLOGY CLINC
17 BARTON PSYCHIATRY
155 HIGHWAY 50
STATELINE,NV89449 		PSYCIATRIC CLINIC
18 BARTON MEDICAL CLINIC AT HEAVENLY MTN
3860 SADDLE ROAD
SOUTH LAKE TAHOE,CA96150 		MEDICAL SKI CLINIC
19 BARTON MEDICAL CLINIC KIRDWOOD MTN
1501 KIRKWOOD MEADOWS DRIVE
KIRKWOOD,CA95646 		MEDICAL SKI CLINIC
20 BARTON MEMORIAL CLINIC AT SIERR-AT-TAHOE
1111 SIERRA-AT-TAHOE ROAD
TWIN BRIDGES,CA95735 		MEDICAL SKI CLINIC
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 7: THE COSTING METHODOLOGY USED (THE OVERALL COST TO CHARGE RATIO) WAS OBTAINED FROM THE ORGANIZATION'S 2014 COST REPORT FOR EACH PATIENT SEGMENT AND APPLIED AGAINST GROSS CHARGES. THE COST PER VISIT FROM THE ORGANIZATION'S 2014 COST REPORT WAS UTILIZED FOR THE HOME HEALTH AND HOSPICE DEPARTMENTS.
PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 12,451,635.
PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY SUPPORT:EMERGENCY MANAGEMENT PREPAREDNESS: BARTON HEALTH CHAIRS AND HOSTS THE EMERGENCY MANAGEMENT COMMUNITY COUNCIL. THIS COUNCIL MEETS EVERY OTHER MONTH WITH AREA AGENCIES TO DISCUSS EMERGENCY PREPAREDNESS AND EDUCATION TO THE SOUTH LAKE TAHOE COMMUNITY. EXERCISE DRILLS, EMERGENCY PREPAREDNESS MATERIALS AND OTHER PROGRAMS COME OUT OF THIS GROUP. THE GROUP WAS DESIGNED WITH THE HEALTH AND SAFETY OF OUR COMMUNITY IN MIND. THE GROUP INCLUDES REPRESENTATIVES FROM BARTON HEALTH, RED CROSS, EL DORADO COUNTY HEALTH AND HUMAN SERVICES, AREA FIRE DEPARTMENTS, POLICE, SHERIFF, HAM RADIO, SCHOOL DISTRICTS, PUBLIC UTILITIES AND OTHER REPRESENTATIVES WHO WOULD HAVE A RESPONSE CAPABILITY IN OUR COMMUNITY.THE PURPOSE IS TO PROTECT THE HEALTH OF OUR COMMUNITY BY BEING PREPARED FOR DISASTERS, AND KNOWING OUR EMERGENCY PARTNERS IN THE EVENT OF AN EMERGENCY TO BETTER FORM A COHESIVE RESPONSE IN THE SOUTH LAKE TAHOE AREA, WHICH WILL ASSIST IN GETTING THE COMMUNITY BACK ON ITS FEET AFTER A DISASTER.IMPACT: COORDINATION AMONGST LOCAL EMERGENCY PROVIDERS TO ENSURE EMERGENCY READINESS FOR THE NEXT LOCAL DISASTER.
PART III, LINE 2: THE ORGANIZATION UTILIZES THE RESERVE METHOD WHEN ESTIMATING BAD DEBT EXPENSE. THESE ESTIMATES ARE BASED ON HISTORICAL EXPERIENCE AND INCORPORATE NEARLY 100% OF SELF-PAY ACCOUNTS. COSTING METHODOLOGY: THE ORGANIZATION UTILIZES A COST TO CHARGE RATIO AS DETERMINED BY THE ANNUAL COST REPORT FILED.THE ORGANIZATION OFFERS AN INSURED PATIENT DISCOUNT AT THE TIME OF BILLING AMONG OTHER APPLICABLE DISCOUNTS. ALL DISCOUNTS AND PAYMENTS ARE POSTED TO THE PATIENT ACCOUNT PRIOR TO THE ACCOUNT BEING WRITTEN OFF TO BAD DEBT. WHEN SUBSEQUENT PAYMENTS ARE RECEIVED ON PREVIOUSLY CHARGED OFF ACCOUNTS, THESE AMOUNTS ARE RECOGNIZED AS AN INCREASE TO NET REVENUE WHEN RECEIVED.
PART III, LINE 3: THE ORGANIZATION HAS A PROVISION WITHIN ITS FINANCIAL ASSISTANCE POLICY FOR UNCOOPERATIVE AND NONCOMPLIANT PATIENTS. THIS PROVISION PROVIDES THAT AN ACCOUNT THAT IS UNWILLING TO DISCLOSE FINANCIAL INFORMATION NECESSARY FOR QUALIFICATION FOR MEDICAID AND/OR CHARITY CARE WILL NOT BE PROCESSED FOR FINANCIAL ASSISTANCE AND STANDARD ACCOUNTS RECEIVABLE FOLLOW-UP WILL CONTINUE. NONCOMPLIANT PATIENTS ARE THOSE THAT ARE UNABLE TO FURNISH ALL REQUIRED DOCUMENTATION IN WHICH THEIR ACCOUNT MAY STILL BE PROCESSED FOR A CHARITY CARE WRITE-OFF ADJUSTMENT.THE ORGANIZATION BELIEVES THAT A PORTION OF ACCOUNTS CHARGED OFF TO BAD DEBT EXPENSE MAY HAVE QUALIFIED FOR CHARITY CARE IF THE PATIENT HAD REQUESTED FINANCIAL ASSISTANCE AND PROVIDED THE REQUIRED DOCUMENTION TO DETERMINE ELIGIBILITY. DUE TO SELF-PAY ACCOUNTS BECOMMING A LARGER PORTION OF THE ORGANIZATION'S PAYER MIX, IT IS ASSUMED THAT A PORTION OF THESE ACCOUNTS ORIGINALLY WRITTEN OFF TO BAD DEBT MAY HAVE QUALIFIED FOR CHARITY CARE.
PART III, LINE 4: PROVISION FOR BAD DEBTS - EFFECTIVE JANUARY 1, 2012, MANAGEMENT ADOPTED ASU 2011-07,HEALTH CARE ENTITIES (TOPIC 954); PRESENTATION AND DISCLOSURE OF PATIENT SERVICE REVENUE, PROVISION FOR BAD DEBTS, AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR CERTAIN HEALTH CARE ENTITIES, WHICH REQUIRES HEALTH CARE ENTITIES TO PRESENT THE PROVISION FOR DOUBTFUL ACCOUNTS RELATING TO PATIENT SERVICE REVENUE AS A DEDUCTION FROM PATIENT SERVICE REVENUE IN THE STATEMENT OF OPERATIONS RATHER THAN AS AN OPERATING EXPENSE. ALL PERIODS PRESENTED HAVE BEEN RECLASSIFIED IN ACCORDANCE WITH THE PROVISIONS OF ASU 2011-07.ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS AND DOUBTFUL ACCOUNTS - THE SYSTEM'S PATIENT ACCOUNTS RECEIVABLE ARE REDUCED BY ALLOWANCES FOR CONTRACTUAL ADJUSTMENTS AND DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCES FOR BOTH CONTRACTUAL ADJUSTMENTS AND DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THESE ALLOWANCES. FOR RECEIVABLE ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PAYMENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE SYSTEM RECORDS A PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST ALLOWANCE FOR DOUBTFUL ACCOUNTS.
PART III, LINE 8: THE ORGANIZATION PROVIDES A BROAD RANGE OF SERVICES TO ITS MEDICARE PATIENTS WITHOUT REGARD TO REVENUE REALIZED FROM THE SERVICES PROVIDED. THE ORGANIZATION IS A RURAL HOSPITAL WITH THE NEAREST ADDITIONAL HOSPITAL APPROXIMATELY 50 MILES AWAY. COSTS EXCLUDED FROM THE ORGANIZATION'S MEDICARE COST REPORT INCLUDE COSTS ASSOCIATED WITH PHYSICIAN CLINICS, THE AUXILIARY, COMMUNITY RELATIONS, AND OTHER NONREIMBURSABLE COSTS. THE ORGANIZATION UTILIZES THE COST TO CHARGE RATIO AS PROVIDED IN ITS ANNUAL COST REPORT.PHYSICIAN CLINICS NOT INCLUDED IN 2014 COST REPORT:MEDICARE GROSS CHARGES: $9,194,202EST MEDICARE NET REVENUE: $6,138,768EST MEDICARE CLINIC COSTS: $6,643,429EST NET MEDICARE SHORTFALL: ($504,661)
PART III, LINE 9B: THE ORGANIZATION FOLLOWS ALL CHARITY AND COLLECTION GUIDELINES AS OUTLINED IN SB774, THE CALIFORNIA HEALTH AND SAFETY CODE SECTION 127425, AND CMS MEDICARE GUIDELINES.
PART VI, LINE 2: NEEDS ASSESSMENT: THE ORGANIZATION'S HEALTH NEEDS ASSESSMENT INCORPORATES DATA BOTH QUANTITATIVE AND QUALITATIVE INCLUDING COMMUNITY HEALTH SURVEY; PUBLIC HEALTH, VITAL STATISTICS, AND OTHER DATA; AND COMMUNITY STAKEHOLDER INPUT DERIVED FROM HEALTH CARE PROFESSIONALS AND MEMBERS FROM COMMUNITY BASED ORGANIZATIONS.
PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: EVERY SELF-PAY PATIENT IS SCREENED FOR ELIGIBILITY UNDER OUT FINANCIAL ASSISTANCE POLICY WHICH BEGINS AT ADMISSION OR WHEN OTHERWISE FEASIBLE. IN ADDITION, REFERENCE TO OUR FINANCIAL ASSISTANCE PROGRAM IS POSTED AT THE EMERGENCY ROOM AND ADMITTING DEPARTMENTS, DISCLOSED ON OUR WEBSITE, REFERENCED TO IN THE PATIENT HANDBOOK, AND ON PATIENT BILLING STATEMENTS.
PART VI, LINE 4: COMMUNITY INFORMATION: THE PRIMARY SERVICE AREA FOR BARTON MEMORIAL HOSPITAL SITS WITHIN THE SIERRA NEVADA MOUNTAINS ON THE BORDER BETWEEN CALIFORNIA AND NEVADA. THIS AREA ENCOMPASSES THE SOUTH LAKE TAHOE BASIN FROM TAHOMA, CA ON THE WEST THROUGH GLENBROOK, NV ON THE EAST. THE DEMOGRAPHICS FOR THIS AREA ARE AS FOLLOWS: APPROXIMATELY 54% MALE, 46% FEMALE; 38% AGED 18-39, 48% AGED 40-64 AND 14% ARE OVER 65; 75% ARE CAUCASIAN AND 17% ARE HISPANIC; 20% OF THE COMMUNITY IS LOW INCOME, MAKING LESS THAN 200% OF THE FEDERAL POVERTY LEVEL.
PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH: AS DESCRIBED IN THE COMMUNITY BENEFIT SECTION OF THE 990, BARTON HEALTH CONTRIBUTES TO OUR COMMUNITY'S HEALTH IN A VARIETY OF WAYS:OUR LABORATORY OFFERS DISCOUNTED LAB DRAWS; OUR MEDICAL IMAGING DEPARTMENT OFFERS DISCOUNTED EKGS; NUMEROUS PHYSICIANS AND EMPLOYEES PARTICIPATE IN OUR FREE COMMUNITY WELLNESS LECTURES; OUR EMERGENCY DEPARTMENT PARTICIPATES IN YOUTH EDUCATION PROGRAMS LIKE EVERY 15 MINUTES AND THE DRUG STORE PROJECT; MANY OF OUR NURSES AND PRACTITIONERS PARTICIPATE IN OFFERING MEDICAL COVERAGE FOR SPECIAL EVENTS THROUGHOUT THE COMMUNITY; BARTON FAMILY MEDICINE AND TAHOE CENTER FOR ORTHOPEDICS OFFER FREE STUDENT SPORTS PHYSICALS; BARTON HEALTH DONATES TO AND SPONSORS YOUTH PROGRAMS AND LOCAL NON-PROFIT ORGANIZATIONS; STAFF FROM VARIOUS DEPARTMENTS LIKE BARTON UNIVERSITY, FAMILY BIRTHING CENTER, BARTON REHABILITATION PARTICIPATE IN COMMUNITY EVENTS AND HAVE INFORMATION AND EDUCATIONAL BOOTHS FOR THE COMMUNITY; AS REQUESTED WE OFFER FLU, PNEUMONIA AND OTHER HEALTH SCREENINGS FOR THE COMMUNITY.
PART VI, LINE 7, REPORTS FILED WITH STATES CA
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number
94-6050274
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) TAHOE TRANSPORTATION DISTRICT
1021 FREMONT AVE
S LAKE TAHOE,CA96150 		94-2145042 501(C)(3) 6,000       HEALTH GRANT
(2) LAKE TAHOE BLUE HOCKEY
1176 RUFUS ALLEN BLVD
S LAKE TAHOE,CA96150 		45-2821073   5,800       TEAM SPONSORSHIP
(3) CARSON CITY SCHOOL DISTRICT
PO BOX 603
CARSON CITY,NV89702 		88-6000130 501(C)(3) 6,500       SPONSORSHIP OF FOOTBALL SCOREBOARD
(4) BMH FOUNDATION INC
2092 LAKE TAHOE BLVD
S LAKE TAHOE,CA96150 		88-0268799 501(C)(3) 461,166       OVERHEAD FUNDING
(5) SOUTH LAKE TAHOE POLICE DEPT
1352 JOHNSON BLVD
S LAKE TAHOE,CA96150 		  3,100       HEALTH GRANT / SPONSOR
(6) NATIONAL ALLIANCE ON MENTAL ILLNESS
PO BOX 550023
S LAKE TAHOE,CA96155 		  2,000       HEALTH GRANT
(7) TAHOE YOUTH & FAMILY SERVICES
1021 FREMONT AVE
S LAKE TAHOE,CA96150 		  2,500       HEALTH GRANT
(8) THE DRUG STORE PROJECT
776 EL DORADO AVE
S LAKE TAHOE,CA96150 		  2,000       HEALTH GRANT
(9) LAKE TAHOE UNIFIED SCHOOL DISTRICT
1021 AL TAHOE BLVD
S LAKE TAHOE,CA96150 		  500       HEALTH GRANT
(10) TAHOE MAGIC
PO BOX 10370
S LAKE TAHOE,CA96151 		  3,000       HEALTH GRANT
(11) LIVE VIOLENCE FREE
2941 LAKE TAHOE BLVD
S LAKE TAHOE,CA96150 		  3,500       HEALTH GRANT / DONATION
(12) FIREFLY YOGA INTERNATIONAL
2424 WAGON TRAIN TL
S LAKE TAHOE,CA96150 		  1,000       HEALTH GRANT
(13) TAHOE TURNING POINT
PO BOX 17509
S LAKE TAHOE,CA96151 		  2,500       HEALTH GRANT
(14) LAKE TAHOE COMMUNITY COLLEGE
ONE COLLEGE DR
S LAKE TAHOE,CA96150 		  900       SPONSOR
(15) TAHOE PROSPERIETY CENTER
948 INCLINE WAY
INCLINE VILLAGE,NV894519527 		  2,500       DONATION
(16) TAHOE FUND
PO BOX 7124
TAHOE CITY,CA96145 		  2,500       DONATION
(17) LAKE TAHOE EDUCATIONAL FOUNDATION
PO BOX 14387
S LAKE TAHOE,CA96151 		  90       DONATION
(18) LAKE TAHOE SOUTH SHORE CHAMBER OF COMMERCE
PO BOX 7139
STATELINE,NV89449 		  1,250       DONATION
(19) SOUTH TAHOE OPTIMIST CLUB
PO BOX 9715
S LAKE TAHOE,CA96150 		  200       SPONSOR
(20) TAHOE QUARTERLY
924 INCLINE WAY STE B
INCLINE VILLAGE,NV89451 		  1,100       SPONSOR
(21) LAKE TAHOE COALITION
PO BOX 1147
ZEPHYR COVE,NV89448 		  500       SPONSOR
(22) EMILY CLOTHIER MEMORIAL FUND
2161 LAKE TAHOE BLVD
S LAKE TAHOE,CA96150 		  1,000       SPONSOR
(23) SOUTH TAHOE LITTLE LEAGUE
PO BOX 13739
S LAKE TAHOE,CA96151 		  675       SPONSOR
(24) KERAK SHRINE CIRCUS
4935 ENERGY WAY
RENO,NV89502 		  120       SPONSOR
(25) SOUTH TAHOE HIGH SCHOOL GRAD NIGHT
1735 LAKE TAHOE BLVD
S LAKE TAHOE,CA96150 		  250       DONATION
(26) WARRIOR SAFE & SOBER GRADNITE
PO BOX 10342
ZEPHYR COVE,NV89448 		  150       DONATION
(27) ST THERESA'S SCHOOL
1034 EMERALD BAY ROAD 413
S LAKE TAHOE,CA96150 		  1,000       SPONSOR
(28) RAHLVES ENTERPRISES
PO BOX 333
TRUCKEE,CA96160 		  5,000       SPONSOR
(29) SOUTH TAHOE STAND-UP PADDLE
3115 HARRISON AVE
S LAKE TAHOE,CA96150 		  1,650       SPONSOR
(30) CCR LAKE TAHOE III
PO BOX 11101
ZEPHYR COVE,NV89448 		  650       SPONSOR
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
3
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
27
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) PATIENT ASSISTANCE 15 12,461   FMV PATIENT ASSISTANCE FOR MEDICATION, TRANSPORTATION, ETC.
(2) ATHLETIC SPONSORSHIPS 3 3,000   FMV SPONSORSHIPS PROVIDED TO ATHLETES










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE ORGANIZATION PAYS THE GENERAL OVERHEAD EXPENSES OF BMH FOUNDATION (A RELATED 501(C)(3)). FOR 2014, THE TOTAL AMOUNT FUNDED WAS $461,166.THE ORGANIZATION PROVIDES ASSISTANCE TO VARIOUS PATIENTS IN NEED INCLUDING PRESCRIPTION MEDICATION, TAXI FARE, LODGING, ETC. TOTAL PATIENT ASSISTANCE PROVIDED DURING 2014 TOTALED $12,461. ADDITIONALLY, FUNDS DONATED TO VARIOUS COMMUNITY GROUPS TOTALED $60,935.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1JOHN WILLIAMSCEO (i)
(ii)		 452,701
...............................
0 		92,901
...............................
0 		25,743
...............................
0 		7,800
...............................
0 		12,423
...............................
0 		591,568
...............................
0 		0
...............................
0
2RICHARD DERBYCFO (i)
(ii)		 215,983
...............................
0 		64,192
...............................
0 		64,764
...............................
0 		7,800
...............................
0 		9,079
...............................
0 		361,818
...............................
0 		0
...............................
0
3CLINT PURVANCEMDCHIEF MEDICAL OFFICER (i)
(ii)		 326,791
...............................
0 		69,222
...............................
0 		70,450
...............................
0 		7,800
...............................
0 		16,508
...............................
0 		490,771
...............................
0 		0
...............................
0
4MARY BITTNERVP - NURSING (i)
(ii)		 82,064
...............................
0 		45,890
...............................
0 		30,092
...............................
0 		4,741
...............................
0 		4,778
...............................
0 		167,565
...............................
0 		0
...............................
0
5SUSAN FAIRLEYVP - NURSING (i)
(ii)		 161,733
...............................
0 		4,712
...............................
0 		1,203
...............................
0 		5,031
...............................
0 		16,494
...............................
0 		189,173
...............................
0 		0
...............................
0
6LEANNE KANKELVP - HUMAN RESOURCES (i)
(ii)		 202,996
...............................
0 		43,688
...............................
0 		3,128
...............................
0 		7,496
...............................
0 		16,508
...............................
0 		273,816
...............................
0 		0
...............................
0
7MICHELE STALTERDIR SURGICAL SERVICES (i)
(ii)		 138,357
...............................
0 		4,711
...............................
0 		32,630
...............................
0 		5,182
...............................
0 		16,508
...............................
0 		197,388
...............................
0 		0
...............................
0
8WARREN WITHERS MDMEDICAL DIR OF ED SERVICES (i)
(ii)		 163,768
...............................
0 		0
...............................
0 		2,074
...............................
0 		4,978
...............................
0 		12,218
...............................
0 		183,038
...............................
0 		0
...............................
0
9RICHARD BELLIDIR OF FACILITIES (i)
(ii)		 164,605
...............................
0 		4,695
...............................
0 		1,219
...............................
0 		5,117
...............................
0 		12,423
...............................
0 		188,059
...............................
0 		0
...............................
0
10TERRIANN CHERRYDIR OF PHARMACY (i)
(ii)		 175,047
...............................
0 		5,438
...............................
0 		1,292
...............................
0 		5,455
...............................
0 		16,508
...............................
0 		203,740
...............................
0 		0
...............................
0
11CHRISTOPHER PROCTORDIR OF TAHOE CENTER (i)
(ii)		 158,881
...............................
0 		3,551
...............................
0 		1,160
...............................
0 		4,909
...............................
0 		16,508
...............................
0 		185,009
...............................
0 		0
...............................
0
12BRIAN GOULDDIR INFORMATION SYSTEMS (i)
(ii)		 140,184
...............................
0 		2,797
...............................
0 		60,225
...............................
0 		4,593
...............................
0 		16,508
...............................
0 		224,307
...............................
0 		0
...............................
0
13CHRISTINE O'FARRELLDIR OF QUALITY MGMT (i)
(ii)		 150,651
...............................
0 		2,912
...............................
0 		1,813
...............................
0 		3,139
...............................
0 		14,944
...............................
0 		173,459
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A COMPANION TRAVEL PROVIDED BY THE ORGANIZATION IS INCLUDED IN THE WAGES OF THE TEAM MEMBER AND IS TAXED ACCORDINGLY.
PART I, LINE 4B JOHN WILLIAMS, CEO $33,459 LEANNE KANKEL, VP HUMAN RESOURCES $12,298 THIS PROGRAM HAS BEEN IN PLACE SINCE 2013 FOR THE CHIEF EXECUTIVE OFFICER AND SINCE 2014 FOR THE VICE PRESIDENT OF HUMAN RESOURCES. IN BOTH CASES, THE 457F COMPENSATION WAS OFFERED TO PROVIDE A COMPETITIVE COMPENSATION PACKAGE BASED UPON DUTIES ASSIGNED, AND TO PROVIDE INCENTIVE TO STAY EMPLOYED FOR AN AGREED UPON TERM TO RECEIVE VESTED BENEFITS.
PART I, LINE 6 THE ORGANIZATION PARTICIPATES IN A PERFORMANCE INCENTIVE PROGRAM THAT PROVIDES FINANCIAL RECOGNITION FOR THE ACHIEVEMENT OF PREDETERMINED GOALS THAT DIRECTLY BENEFIT THE ORGANIZATION AND ITS PATIENTS. THE GOALS CONSIST OF QUALITY CARE, PATIENT SATISFACTION, PRUDENT FINANCIAL MANAGEMENT, AND VARIOUS INDIVIDUAL GOALS. THE QUALITY PERFORMANCE STANDARD IS BASED ON VARIOUS PATIENT SAFETY OUTCOME MEASUREMENTS SUCH AS PATIENT INFECTION, ACUTE CARE PATIENT FALL INJURY, AND HEART FAILURE RATES. THE PATIENT SATISFACTION GOAL IS ASSESSED BY THE CALIFORNIA HOSPITAL ASSESSMENT AND REPORTING TASK FORCE PATIENT SATISFACTION SURVEYS THAT MEASURE PATIENT FEEDBACK CONCERNING PATIENT RESPECT, COMFORT, COORDINATION OF CARE, AND OTHER FACTORS. THE FINANCIAL MANAGEMENT GOAL MEASURES THE ORGANIZATION'S EFFICIENCY AND PRUDENT FINANCIAL MANAGEMENT. THIS GOAL IS MEASURED BY THE ORGANIZATION'S RESULTING OPERATING MARGIN FOR THE YEAR AFTER THE CURRENT YEAR AUDITED FINANCIAL STATEMENTS ARE RECEIVED BY THE BOARD OF DIRECTORS. THE FINAL PERFORMANCE GOALS ARE BASED ON VARIOUS INDIVIDUAL PREDETERMINED GOALS. THE BOARD OF DIRECTORS APPROVE THE PERFORMANCE MEASURES AND CRITERIA FOR EACH ANNUALLY. EACH QUARTER, THE EXECUTIVE TEAM PROVIDES WRITTEN PROGRESS REPORTS TO THE BOARD OF DIRECTORS. A FINAL REPORT OF THE SUBJECT YEAR'S PERFORMANCE IS SUBMITTED AND APPROVED BY THE BOARD OF DIRECTORS.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number
94-6050274
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A CITY OF SOUTH LAKE TAHOE
  		94-1610868   06-08-2012 11,771,002 EQUIP. & CAPITAL IMPROVEMENTS   X   X   X
B CITY OF SOUTH LAKE TAHOE
  		94-1610868   06-12-2014 18,015,637 EQUIP. & CAPITAL IMPROVEMENTS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 5,604,757 482,927    
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 11,771,002 18,015,637    
4 Gross proceeds in reserve funds . . . . . . . . . . . . 15,586,088 15,586,088    
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . . 15,586,088 15,586,088    
7 Issuance costs from proceeds . . . . . . . . . . . . 132,100 249,697    
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 11,638,902 2,179,849    
11 Other spent proceeds . . . . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X        
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X        
16 Has the final allocation of proceeds been made? . . . . . . . . X     X        
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X        
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X        
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 %    
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 %    
7 Does the bond issue meet the private security or payment test? . . . . .   X   X        
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		  X   X        
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X        
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X        
b Exception to rebate? . . . . . . . . X   X          
c No rebate due? . . . . . . . .   X   X        
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X   X        
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X        
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X X          
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X X          
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) TAHOE CARSON VALLEY MEDICAL GROUP
  		ENTITY MORE THAN 35% OWNED BY BOARD DIRECTOR, GREGORY BERGNER, MD 9,295,000 PHYSICIAN SERVICES   No
(2) TERRANCE ORR DIRECTOR
  		TERRANCE ORR, MD IS A SHAREHOLDER OF LAKE TAHOE ORTHOPEDIC INSTITUTE, INC. 3,976,361 ORTHOPEDIC PHYSICIAN SERVICES   No
(3) KEITH SWANSON DIRECTOR
  		KEITH SWANSON, MD IS A SHAREHOLDER OF LAKE TAHOE ORTHOPEDIC INSTITUTE, INC. 3,976,361 ORTHOPEDIC PHYSICIAN SERVICES   No
(4) DENA SCHWARTE
  		FAMILY MEMBER OF BOARD DIRECTOR, DENA SCHWARTE 120,481 COMPENSATED EMPLOYEE   No
(5) PAUL FRY DIRECTOR
  		FAMILY MEMBER OF BOARD DIRECTOR 98,200 COMPENSATED FOR PHYSICIAN SERVICES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 418,371 THRIFT SHOP VALUE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: THE ORGANIZATION RECEIVES DONATIONS OF CLOTHING AND HOUSEHOLD GOODS AT THEIR THRIFT STORE. THE ORGANIZATION HAS RARELY RECEIVED OFFERS OF NONSTANDARD CONTRIBUTIONS AND WHEN OFFERED HAVE BEEN REVIEWED BY THE APPROPRIATE PERSONNEL AND EVENTUALLY DECLINED.
Schedule M (Form 990) (2014)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 TERRENCE ORR, MD, TRUSTEE AND KEITH SWANSON MD, TRUSTEE HAVE A BUSINESS RELATIONSHIP AT LAKE TAHOE ORTHOPAEDIC INSTITUTE, INC.
FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO CLASSES OF MEMBERS IN THE ORGANIZATION: VOTING MEMBERS AND ASSOCIATE MEMBERS. CLASS I VOTING MEMBERS ARE THOSE WHO HAVE CONTRIBUTED $200 OR MORE PRIOR TO JULY 11, 1986. EACH CLASS I VOTING MEMBER HAS THE RIGHT TO CAST 1 VOTE, BUT NOT MORE THAN 5 VOTES FOR EACH $200 CONTRIBUTION. CLASS II VOTING MEMBERS ARE THOSE INDIVIUALS ADMITTED AFTER JULY 10, 1986 WHO HAVE CONTRIBUTED $1,500 OR MORE. EACH CLASS II VOTING MEMBER HAS THE RIGHT TO CAST 1 VOTE, BUT NOT MORE THAN 5 VOTES, FOR EACH $1,500 CONTRIBUTION. ASSOCIATE MEMBERS DO NOT HAVE VOTING RIGHTS. MEMBERS DO NOT HAVE THE RIGHT TO APPROVE SIGNIFICANT DECISIONS NOR RECEIVE DISTRIBUTIONS UPON DISSOLUTION.
FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT/CHAIRMAN OF THE ORGANIZATION SHALL APPOINT A COMMITTEE OF NOT MORE THAN 5 OR LESS THAN 3 MEMBERS TO SERVE AS A NOMINATING COMMITTEE IN THE ELECTION OF THE BOARD OF DIRECTORS. MEMBERS REPRESENTING THE LESSER OF 2% OF THE MEMBERSHIP OR 100 MEMBERS MAY ALSO NOMINATE CANDIDATES FOR DIRECTOR. IF MORE PEOPLE ARE NOMINATED FOR THE BOARD THAN CAN BE ELECTED, MEMBERS ARE PERMITTED TO VOTE AND THE CANDIDATES RECEIVING THE HIGHEST NUMBER OF VOTES SHALL BE ELECTED.
FORM 990, PART VI, SECTION B, LINE 11 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 THE GOVERNING BOARD MEMBERS ARE 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 EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY WITHIN THEIR EMPLOYEE HANDBOOK AND ARE MONITORED BY THEIR IMMEDIATE SUPERVISORS.
FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION THE CEO APPROVES THE COMPENSATION FOR THE REMAINING EXECUTIVE TEAM USING DATA OBTAINED FROM ANNUAL SURVEYS PERFORMED BY THE CALIFORNIA HEALTHCARE ASSOCIATION AS WELL AS COMPARISONS OF SPECIFIC COMPENSATION OF EXECUTIVES FROM SIMILAR-SIZED HOSPITALS IN CALIFORNIA LOCATED IN THE SAME GEOGRAPHIC AREA BARTON HEALTHCARE SYSTEM INCLUDES A 63-BED FULL-SERVICE HOSPITAL WITH A 24-HOUR EMERGENCY ROOM, 48-BED SKILLED NURSING FACILITY, STATE OF THE ART OPERATING ROOMS AND REHABILITATION DEPARTMENTS, HOME HEALTH AND HOSPICE SERVICES, 50% OWNERSHIP IN CARSON VALLEY MEDICAL CENTER (A FULL-SERVICE HOSPITAL LOCATED IN THE CARSON VALLEY), BARTON UNIVERSITY (PROVIDING CLINICAL AND COMMUNITY HEALTH EDUCATION), AND BARTON MEMORIAL HOSPITAL FOUNDATION (501(C)(3) SUPPORTING ORGANIZATION). THE SYSTEM FURTHER INCLUDES OVER 25 OUTPATIENT PHYSICIAN CLINICS WHICH ENCOMPASS ORTHOPEDIC CLINICS, OB/GYN CLINICS, PEDIATRICS, INTERNAL MEDICINE, REHABILITATION, GENERAL SURGERY, URGENT CARE CLINICS, FAMILY CARE CLINICS, LOW-INCOME COMMUMNITY CLINIC, AND SATELITE LAB FACILITIES THE ORGANIZATION ENGAGED AN INDEPENDENT FIRM TO CONDUCT AN EXECUTIVE COMPENSATION SURVEY THE INDEPENDENT FIRM ISSUED A CERTIFICATION OF REASONABLENESS UPON COMPARING EXECUTIVE COMPENSATION WITH 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. ORGANIZATION CONTACT MINDI BEFU (530) 543-5601
FORM 990, PART IX, LINE 11G PROFESSIONAL MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 22,752,400. MANAGEMENT AND GENERAL EXPENSES 1,596,426. FUNDRAISING EXPENSES 1,337. TOTAL EXPENSES 24,350,163.
FORM 990, PART XII, LINE 2C: AUDIT SELECTION AND OVERSIGHT - THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
BARTON HEALTHCARE SYSTEM
 
Employer identification number

94-6050274
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BARTON SURGERY CENTER OF LAKE TAHOE LLC
PO BOX 9578
SOUTH LAKE TAHOE,CA96158
26-1948506 		MANAGING MEMBER OF SURGERY CENTER LP NV 49,572   BARTON HEALTHCARE SYSTEM
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) WASHOE-BARTON MEDICAL CLINIC
1107 HIGHWAY 395

GARDNERVILLE,NV89410
88-0405927 		MEDICAL FACILITY NV 501(C)(3) 3 N/A
 
No
(2) BARTON MEMORIAL HOSPITAL FOUNDATION INC
2092 LAKE TAHOE BLVD STE 600

SOUTH LAKE TAHOE,CA96150
88-0268799 		SUPPORTING ORGANIZATION NV 501(C)(3) 11-I BARTON HEALTHCARE SYSTEM
 
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) SURGICAL ASSOCIATES OF LAKE TAHOE LP

212 ELKS POINT ROAD SUITE 201
ZEPHYR COVE,NV89448
62-1716754 		OUTPATIENT SURGERY CENTER NV BARTON SURGERY CENTER OF LAKE TAHOE LLC
  		RELATED 2,734     No   Yes   100.000 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BMH FOUNDATION INC

 B 461,166 BOOK VALUE/ACTUAL
(2) BMH FOUNDATION INC

 C 302,121 BOOK VALUE/ACTUAL
(3) WASHOE-BARTON MEDICAL CLINIC

 Q 961,594 BOOK VALUE/ACTUAL
(4) SURGICAL ASSOC OF LAKE TAHOE LP

 Q 379,571 BOOK VALUE/ACTUAL
(5) SURGICAL ASSOC OF LAKE TAHOE LP

 S 50,556 BOOK VALUE/ACTUAL

Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version: