Barlow Group
- Assets
- $92.7m
- Revenue
- $14.7m
- Investments
- $0.0
- Employees
- 0
- Location
- Los Angeles, CA
- Founding
- 02/1983
- Data as of
- 08/2021
- EIN
- 95-3771980
Organization Overview
Barlow Group is located in Los Angeles, CA. The organization was established in 1983. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Barlow Group is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2021, Barlow Group generated $14.7m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 27.4% each year . All expenses for the organization totaled $11.2k during the year ending 08/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
BARLOW GROUP IS THE PARENT COMPANY FOR THREE OTHER 501C3 ORGANIZATIONS, BARLOW RESPIRATORY HOSPITAL, BARLOW FOUNDATION AND BARLOW VENTURES. THE BARLOW GROUP OWNS AND MANAGES AN INVESTMENT PORTFOLIO THAT IS USED TO PROVIDE FINANCIAL SUPPORT FOR ITS AFFILIATED ENTITIES. DURING 2016 AND IN RECENT YEARS THE BARLOW GROUP HAS FOCUSED ON ACCUMULATING FUNDS TO SUPPORT THE RETROFIT TO MEET SEISMIC CODES AND INTERIOR REMODEL TO IMPROVE THE PATIENT EXPERIENCE OF BARLOW RESPIRATORY HOSPITAL THAT WAS CONSTRUCTED IN 1927. DUE TO BARLOW RESPIRATORY HOSPITAL'S LIMITED RESOURCES, THE BARLOW GROUP'S RESOURCES WILL BE A CRITICAL SOURCE OF FUNDING FOR THIS HOSPITAL UPGRADE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BARLOW GROUP IS THE PARENT COMPANY FOR THREE OTHER 501C3 ORGANIZATIONS, BARLOW RESPIRATORY HOSPITAL, BARLOW FOUNDATION AND BARLOW VENTURES. THE BARLOW GROUP OWNS AND MANAGES AN INVESTMENT PORTFOLIO THAT IS USED TO PROVIDE FINANCIAL SUPPORT FOR ITS AFFILIATED ENTITIES. DURING 2017 AND IN RECENT YEARS THE BARLOW GROUP HAS FOCUSED ON ACCUMULATING FUNDS TO SUPPORT THE RETROFIT TO MEET SEISMIC CODES AND INTERIOR REMODEL TO IMPROVE THE PATIENT EXPERIENCE OF BARLOW RESPIRATORY HOSPITAL THAT WAS CONSTRUCTED IN 1927. DUE TO BARLOW RESPIRATORY HOSPITAL'S LIMITED RESOURCES, THE BARLOW GROUP'S RESOURCES WILL BE A CRITICAL SOURCE OF FUNDING FOR THIS HOSPITAL UPGRADE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael D Berger Chair | OfficerTrustee | 1 | $0 |
Jason Zayon Secretary | OfficerTrustee | 1 | $0 |
Amit Mohan President & CEO | OfficerTrustee | 2 | $0 |
Diane Naegele Vice Chair | OfficerTrustee | 1 | $0 |
Ed Engesser CFO | Officer | 2 | $0 |
David Nelson MD Medical Dir | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $1,164,651 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $13,562,601 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $14,727,252 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $10,992 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $11,227 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $326 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $79,203,023 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $13,506,155 |
| Total assets | $92,709,504 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $5,065,413 |
| Total liabilities | $5,065,413 |
| Net assets without donor restrictions | $74,137,936 |
| Net assets with donor restrictions | $13,506,155 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $92,709,504 |
Endowment Analysis
| Beg. Balance | $11,509,816 |
| Earnings | $2,051,412 |
| Admin Expense | $55,073 |
| Ending Balance | $13,506,155 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Childrens Healthcare Of California Orange, CA | $509,065,328 | $34,175,929 |
Healthcare Transitional Funding Corp Glendale, AZ | $463,333 | $25,480 |
Community Clinics Health Network San Diego, CA | $1,366,120 | $5,859,898 |
Health First Foundation-Northern Arizona Flagstaff, AZ | $53,020,022 | $5,292,258 |
Legacy Health Endowment Turlock, CA | $0 | $3,113,073 |
Oregon Rural Health Initiative Portland, OR | $7,029,575 | $4,022,932 |
Beyond Type1 San Mateo, CA | $30,549,065 | $31,598,966 |
Dignity Health Foundation San Francisco, CA | $14,808,045 | $3,116,398 |
1800 Harrison Foundation Oakland, CA | $99,963,163 | $3,526,957 |
Sutter Roseville Medical Center Foundation Sacramento, CA | $6,503,666 | $2,319,842 |
Victoria Project Inc Santa Barbara, CA | $23,587 | $2,203,083 |
Sisters Of St Joseph Healthcare Foundation Orange, CA | $43,895,728 | $27,200 |