Barton Health delivers safe, high quality care and engages the community in the improvement of health and wellness. Barton Health is the community health leader known for compassion and chosen for quality.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$365.8M
+1.6% YoY
Annual Giving
$653K
+27.5% YoY
Grant Count
8
+100.0% YoY
Avg Grant Size
$82K
-36.2% YoY
About Barton Healthcare System
Based on IRS filings
Barton Healthcare System is a nonprofit organization focused on Health, based in SOUTH LAKE TAHOE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $365.8M in total assets. In 2024, it awarded 8 grants totaling $653K. Net investment income was $7.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $365,821,141 | $360,085,089 | $337,614,864 |
| Revenue | $265,220,988 | $237,648,453 | $232,763,134 |
| Expenses | $225,624,503 | $224,697,918 | $231,520,640 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $7,201,894 | $2,611,547 | $7,647,683 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jonathon Cefalu | Trustee (As of 5/24) | 5 | — |
| Peter DiGrande MD | Trustee (As of 5/24) | 5 | — |
| Abby Killebrew | Chair | 5 | — |
| Patrick Fry | Vice Chair | 5 | — |
| Stefan Schunk MD | Trustee | 5 | — |
| Shawn Anderson | Trustee | 5 | — |
| Kathryn Biasotti | Trustee | 5 | — |
| Kirk Ledbetter | Trustee | 5 | — |
| Sherry Mlynsky | Sectretary/Treasurer | 5 | — |
| Jeff Rahbeck | Trustee | 5 | — |
| Scott Weavil | Trustee | 5 | — |
| Wendy David | Trustee (Until 5/24) | 5 | — |
| Baghdassar Pat Baghdikian MD | Trustee (Until 5/24) | 5 | — |
| Clinton Purvance MD | CEO | 37 | — |
| Kelly Neiger | CFO | 37 | — |
| Polly Birdsong | Admin Dir of Surgical Svcs | 40 | $260,010 |
| David Young MD | CMO | 28 | $11,539 |
| Carla Adams | CNO | 40 | $414,657 |
| Thomas Davis | Director of Medical Imaging | 40 | $215,442 |
| Karen Conant | VP of Ambulatory Operations | 40 | $241,193 |
| Richard Belli | Admin Director of Facilities | 40 | $253,620 |
| Dana Randall | Advanced Practice Provider | 40 | $261,034 |
| Jennifer Whisnant | Pulmonary Services Supervisor | 40 | $256,904 |
| Christopher Kiser | Director of Foundation | — | $260,756 |
| Jason Call | Advanced Practice Provider | 40 | $260,454 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
—
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Covia Foundation
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Total Given
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Yale Ave Housing Inc
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Assets
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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