Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$41,462,398
Up $3,974,793 (+11%) from 2011
Net Assets
Up$41,321,096
Up $3,960,643 (+11%) from 2011
Liabilities
Up$141,302
Up $14,150 (+11%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$201,073
Down $15,089 (-7.0%) from 2011
Net Income
-
No earlier filing loaded for comparison.
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.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsReceivable/EOY | 0 | 0 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | Barlow Group is the parent company for three other 501c3 organizations, Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center. The Barlow Group owns and manages an investment portfolio that is used to provide financial support for its affiliated entities. During 2011 and in recent years the Barlow Group has focused on accumulating funds to support the construction of a new hospital to replace the current facility that was constructed in 1927. The estimated cost to construct and equip this new hospital is $105,000,000. Due to Barlow Respiratory Hospital's limited resources, the Barlow Group's resources will be a critical source of funding for the new hospital. During 2011 and the past few years, Barlow Group's assets have grown to a level that will hopefully be sufficient to enable the new hospital to be constructed. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 2000 Stadium Way |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Los Angeles |
| IRS990/AddressPrincipalOfficerUS/State | 0 | CA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 90026 |
| IRS990/Advertising/Total | 0 | 0 |
| IRS990/AllAffiliatesIncluded | 0 | false |
| IRS990/AllOtherExpenses/Total | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | true |
| IRS990/AuditCommittee | 0 | true |
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| IRS990/CashNonInterestBearing/EOY | 0 | 1098 |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 0 |
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| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | false |
| IRS990/ComplianceWithBackupWitholding | 0 | false |
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| IRS990/ConflictOfInterestPolicy | 0 | true |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | true |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 100 Wilshire Blvd suite 1325 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | Santa Monica |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | CA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 90401 |
| IRS990/ContractorCompensation/Compensation | 0 | 202221 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | investment services |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | Merrill Lynch |
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| IRS990/CreditCounseling | 0 | false |
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| IRS990/DescribedIn501C3 | 0 | true |
| IRS990/Description | 0 | Barlow Group is the parent company for three other 501c3 organizations, Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center. The Barlow Group owns and manages an investment portfolio that is used to provide financial support for its affiliated entities. During 2011 and in recent years the Barlow Group has focused on accumulating funds to support the construction of a new hospital to replace the current facility that was constructed in 1927. The estimated cost to construct and equip this new hospital is $105,000,000. Due to Barlow Respiratory Hospital's limited resources, the Barlow Group's resources will be a critical source of funding for the new hospital. During 2011 and the past few years, Barlow Group's assets have grown to a level that will hopefully be sufficient to enable the new hospital to be constructed. |
| IRS990/DisregardedEntity | 0 | false |
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| IRS990/FeesForServicesManagement/ManagementAndGeneral | 0 | 11000 |
| IRS990/FeesForServicesManagement/Total | 0 | 11000 |
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| IRS990/FinancialStatementConsolidated | 0 | X |
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| IRS990/Form990PartVIISectionA/NamePerson | 0 | Ann Van Dormolen |
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| IRS990/Form990PartVIISectionA/NamePerson | 2 | Bradford Bolger |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | Diane Naegele |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | Eric Kleerup MD |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | Frederic Rheinstein |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | Jason Zayon |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | Margaret Crane |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | Michael Berger |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | Richard Seiden |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | Ed Engesser |
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| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 19376 |
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| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 10 | 30702 |
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| IRS990/Form990PartVIISectionA/Title | 9 | Director |
| IRS990/Form990PartVIISectionA/Title | 10 | CFO |
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| IRS990/Gaming | 0 | false |
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| IRS990/GrossReceipts | 0 | 2110420 |
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| IRS990/Hospital | 0 | false |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/Total | 0 | 0 |
| IRS990/IntangibleAssets/EOY | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/EOY | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 2110420 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 820253 |
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| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 820253 |
| IRS990/InvestmentInJointVenture | 0 | false |
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| IRS990/InvestmentsProgramRelated/EOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 30186203 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 33425727 |
| IRS990/InvestTaxExemptBonds | 0 | false |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 0 |
| IRS990/LicensedMoreThanOneState | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
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| IRS990/LocalChapters | 0 | true |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
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| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | Barlow Group is the parent company for three other 501c3 organizations, Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center. The Barlow Group owns and manages an investment portfolio that is used to provide financial support for its affiliated entities. During 2011 and in recent years the Barlow Group has focused on accumulating funds to support the construction of a new hospital to replace the current facility that was constructed in 1927. The estimated cost to construct and equip this new hospital is $105,000,000. Due to Barlow Respiratory Hospital's limited resources, the Barlow Group's resources will be a critical source of funding for the new hospital. During 2011 and the past few years, Barlow Group's assets have grown to a level that will hopefully be sufficient to enable the new hospital to be constructed. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Ed Engesser |
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| IRS990/OtherAssetsTotal/EOY | 0 | 8018651 |
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| IRS990ScheduleD/EndowmentsHeldByRelatedOrgs | 0 | false |
| IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs | 0 | false |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | The Group has been determined to be exempt organizations by the Internal Revenue Service and the California Franchise Tax Board and generally are not subject to taxes on income pursuant to Section 501(c)(3) and Section 23701(d) of the Internal Revenue Code and California Revenue and Taxation Code, respectively. In addition, the Group is recognized as a public charity (not a private foundation) under Sections 509(a)(1)/170(b)(1)(A) of the Internal Revenue Code. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | Increase in permanently restricted net assets $753256 Decrease in temporarily restricted net assets $ -34962 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 2 | Used to support activities of Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | Part X |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | Part XI, Line 8 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 2 | Part V, Line 4 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | Part X : FIN48 Footnote |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 1 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 2 | Part V, Line 4: Intended uses of the endowment fund. |
| IRS990ScheduleD/OtherAssets/BookValue | 0 | 8018651 |
| IRS990ScheduleD/OtherAssets/Description | 0 | Equity in assets of charitable remainder |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 138172 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | Due to affiliates |
| IRS990ScheduleD/TotalBookValueOtherAssets | 0 | 8018651 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 138172 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | false |
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| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 6212 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 1 | 6277 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | Margaret Crane |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 1 | Ed Engesser |
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| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 1 | 24425 |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | Name and Title Average hours per week devoted to related organizationsMargaret CranePresident & CEO 40Eric Kleerup, MD.Director 1Ed Engesser CFO 40 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | The audited financial statements, governing/organizing documents, and conflict of interest policy are all available upon request. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | A Code of Conduct has been developed and is reviewed and an affirmation statement is signed annually. In addition a "Conflict of interest Board of Directors" Policy is reviewed and a "Conflict of Interest Disclosure Questionnaire" is completed every two years. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | The Chief Financial Officer and the Finance Department staff will prepare and file the returns. When it is deemed appropriate, consultative support and /or review will be solicited from an external public accounting firm. Prior to filing, the return for each of the Barlow Organizations will be distributed to the Audit Committee of the Barlow Group Board of Directors for their review. The Chief Executive Officer performs a final review and approves the Annual Information Returns before filing. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990, Part VI, Line 19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990, Part VI, Line 12c |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990, Part VI, Line 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Form 990,Part VII,Section A,1aColumn(E) |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Form 990, Part VI, Line 11: Form 990 Review Process |
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| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | Los Angeles |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 1 | Los Angeles |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 2 | Los Angeles |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 1 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 2 | CA |
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| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 954560786 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 1 | 954560787 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 2 | 951647809 |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.