Civic Intelligence

Barlow Group

990 • Fiscal year 2015 • EIN 95-3771980

Sep 01, 2014 to Aug 31, 2015 • Filed on Apr 13, 2016

2000 Stadium WayLos Angeles, CA 90026

(213) 250-4200

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.05x

Higher debt load relative to revenue than 9% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

34th percentile

-0.9%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-19%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Down

$51,882,568

Down $450,009 (-0.9%) from 2014

Net Assets

Down

$51,711,404

Down $461,001 (-0.9%) from 2014

Liabilities

Up

$171,164

Up $10,992 (+6.9%) from 2014

Revenue

Down

$3,440,078

Down $807,816 (-19%) from 2014

Expenses

Up

$294,010

Up $14,739 (+5.3%) from 2014

Net Income

Down

$3,146,068

Down $822,555 (-21%) from 2014

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $33,653,787Liabilities 2010: $116,151Net Assets 2010: $33,537,6362010Assets 2011: $37,487,605Liabilities 2011: $127,152Net Assets 2011: $37,360,4532011Assets 2012: $41,462,398Liabilities 2012: $141,302Net Assets 2012: $41,321,0962012Assets 2013: $45,613,699Liabilities 2013: $149,172Net Assets 2013: $45,464,5272013Assets 2014: $52,332,577Liabilities 2014: $160,172Net Assets 2014: $52,172,4052014Assets 2015: $51,882,568Liabilities 2015: $171,164Net Assets 2015: $51,711,4042015Assets 2016: $55,740,290Liabilities 2016: $5,042,341Net Assets 2016: $50,697,9492016Assets 2017: $60,615,646Liabilities 2017: $4,774,329Net Assets 2017: $55,841,3172017Assets 2018: $65,997,951Liabilities 2018: $4,868,877Net Assets 2018: $61,129,0742018Assets 2019: $67,365,546Liabilities 2019: $4,909,384Net Assets 2019: $62,456,1622019Assets 2020: $75,987,786Liabilities 2020: $4,941,330Net Assets 2020: $71,046,4562020Assets 2021: $92,709,504Liabilities 2021: $5,065,413Net Assets 2021: $87,644,0912021Assets 2022: $79,121,187Liabilities 2022: $2,773,207Net Assets 2022: $76,347,9802022Assets 2023: $83,576,809Liabilities 2023: $19,001Net Assets 2023: $83,557,8082023Assets 2024: $96,284,803Liabilities 2024: $16,128Net Assets 2024: $96,268,6752024

Highlighted filing

2015

Assets$51,882,568
Liabilities$171,164
Net Assets$51,711,404

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $194,5012010Expenses 2011: $216,1622011Expenses 2012: $201,0732012Expenses 2013: $263,5732013Revenue 2014: $4,247,894Expenses 2014: $279,271Net Income 2014: $3,968,6232014Revenue 2015: $3,440,078Expenses 2015: $294,010Net Income 2015: $3,146,0682015Revenue 2016: $3,209,522Expenses 2016: $293,169Net Income 2016: $2,916,3532016Revenue 2017: $2,079,269Expenses 2017: $320,487Net Income 2017: $1,758,7822017Revenue 2018: $3,240,927Expenses 2018: $336,096Net Income 2018: $2,904,8312018Revenue 2019: $2,553,723Expenses 2019: $11,152Net Income 2019: $2,542,5712019Revenue 2020: $7,647,823Expenses 2020: $11,109Net Income 2020: $7,636,7142020Revenue 2021: $14,727,252Expenses 2021: $11,227Net Income 2021: $14,716,0252021Revenue 2022: -$9,716,346Expenses 2022: $14,016Net Income 2022: -$9,730,3622022Revenue 2023: $5,945,180Expenses 2023: $8,415Net Income 2023: $5,936,7652023Revenue 2024: $10,993,022Expenses 2024: $11,391Net Income 2024: $10,981,6312024

Highlighted filing

2015

Revenue$3,440,078
Expenses$294,010
Net Income$3,146,068
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Apr 13, 2016
Return Version
2014v6.0
Gross Receipts
$14,359,729
Mission and Program Overview

Mission

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.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$42,906,016$42,996,230▲ $90,214
Prepaid Expenses and Deferred Charges$23,028$24,349▲ $1,321
Cash and Non-Interest-Bearing Accounts$1,113$1,321▲ $208
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$52,332,577$51,882,568▼ $450,009
Other Assets Total$9,402,420$8,860,668▼ $541,752
Liabilities
Other Liabilities$160,172$171,164▲ $10,992
Total Liabilities$160,172$171,164▲ $10,992
Net Assets / Fund Balance
Unrestricted Net Assets$42,594,985$42,675,736▲ $80,751
Permanently Rstr Net Assets$7,598,355$7,174,636▼ $423,719
Temporarily Rstr Net Assets$1,979,065$1,861,032▼ $118,033
Total Net Assets Fund Balance$52,172,405$51,711,404▼ $461,001
Total Liabilities and Net Assets / Fund Balance$52,332,577$51,882,568▼ $450,009

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$8,860,668--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$9,577,420-▲ $496,412-$9,035,668
2013$8,567,083-▲ $1,054,409-$9,577,420
2012$8,193,651-▲ $416,840-$8,567,083
2011$7,475,357-▲ $752,238-$8,193,651
2010$6,855,277-▲ $640,416-$7,475,357
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Wells Fargo Advisorsinvestment services5820 Canoga Av Ste 100, Woodland Hill, CA 91367$242,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,440,078
Other Revenue
$0
Change in Net Assets
$3,146,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$282,850--$282,850
Fees for Services Management$11,000--$11,000
Other Expenses$160--$160
Total Functional Expenses$294,010$0$0$294,010
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliates$171,164
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

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 Barlow Group Board of Directors for their review. The Chief Executive Officer performs a final review and approves the Annual Information Returns before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The CEO and CFO are employees of a related organization Barlow Respiratory Hospital and their compensation is determined by that organization. The Personnel/Compensation Committee a subcommittee of the Barlow Respiratory Hospital Board of Directors is charged with the responsibility of establishing and recommending changes to the compensation of the CEO and CFO. The Committee utilizes the Hospital Association of Southern Californias Health Executive Compensation report to benchmark their compensation to the marketplace. Specifically the single Facility Southern California Salary Range amounts for minimum-midpoint-maximum compensation serve as the benchmarks for determining comparative marketplace compensation. The CEO and CFO are eligible to participate in the same paid time off and employee insurance benefits as all Hospital management level employees. The CEO has a written contract which documents her compensation and benefits. The Committee reviews the experience levels of the individuals, their accomplishments and the overall accomplishments of the organization in recommending compensation and/or changes in compensation for these positions. The Committees recommendations are then submitted to the full Board of Directors for discussion and approval.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The CEO and CFO are employees of a related organization Barlow Respiratory Hospital and their compensation is determined by that organization. The Personnel/Compensation Committee a subcommittee of the Barlow Respiratory Hospital Board of Directors is charged with the responsibility of establishing and recommending changes to the compensation of the CEO and CFO. The Committee utilizes the Hospital Association of Southern Californias Health Executive Compensation report to benchmark their compensation to the marketplace. Specifically the single Facility Southern California Salary Range amounts for minimum-midpoint-maximum compensation serve as the benchmarks for determining comparative marketplace compensation. The CEO and CFO are eligible to participate in the same paid time off and employee insurance benefits as all Hospital management level employees. The CEO has a written contract which documents her compensation and benefits. The Committee reviews the experience levels of the individuals, their accomplishments and the overall accomplishments of the organization in recommending compensation and/or changes in compensation for these positions. The Committees recommendations are then submitted to the full Board of Directors for discussion and approval.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The audited financial statements, governing/organizing documents, and conflict of interest policy are all available upon request.

Filing and Contact Details

Filer

Filer Name
Barlow Group
EIN
95-3771980
Phone
2132504200
Address
2000 Stadium Way, Los Angeles, CA 90026

Signing Officer

Name
Ed Engesser
Title
CFO
Signed
2016-04-13
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Barlow Respiratory Hospital
Address
2000 STADIUM WAY, LOS ANGELES, CA 90026-2606
Preparer
Deanne Yu
Phone
2132026881
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Change in value of split-interest agreements = -$541753

Form 990, Part I and Part III, Line 1

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 2014 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 2014 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.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Used to support activities of Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center

Part X : FIN48 Footnote

The Group has been determined to be an exempt organization 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11211710
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12213345
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Med. Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
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IRS990/Form990TFiledInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02581376
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013501027
IRS990/GrossReceiptsAmt014359729
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IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt0858702
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042906016
IRS990/InvestmentsPubTradedSecGrp/EOYAmt042996230
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010919651
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Schedule O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt052172405
IRS990/NetAssetsOrFundBalancesEOYAmt051711404
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02581376
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02581376
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3065316
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt09402420
IRS990/OtherAssetsTotalGrp/EOYAmt08860668
IRS990/OtherChangesInNetAssetsAmt0-541753
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0General & Administrative
IRS990/OtherExpensesGrp/ProgramServicesAmt0160
IRS990/OtherExpensesGrp/TotalAmt0160
IRS990/OtherLiabilitiesGrp/BOYAmt0160172
IRS990/OtherLiabilitiesGrp/EOYAmt0171164
IRS990/OtherRevenueTotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07598355
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07174636
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023028
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024349
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04247894
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0279271
IRS990/PYRevenuesLessExpensesAmt03968623
IRS990/PYTotalExpensesAmt0279271
IRS990/PYTotalRevenueAmt04247894
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03146068
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0All members and officers of the supported organizations, Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center are appointed by the Barlow Group.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1All annual budgets and major decisions of the supported organizations are subject to the approval of their corporate member, Barlow Group.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 3a: Organization Has Power to Appoint Or Elect Governing Persons
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 3b: Role Played in Management of Policies, Programs, & Activities
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951647809
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1954560787
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2954560786
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd24
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Barlow Respiratory Hospital
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Barlow Foundation
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Barlow Research Center
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt045340
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09577420
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09035668
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0496412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt044072
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08567083
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09577420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01054409
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt043408
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08193651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08567083
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0416840
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt033944
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07475357
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08193651
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0752238
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020336
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06855277
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07475357
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0640416
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08860668
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Charitable remainder trust
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0171164
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliates

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.3$0.02$96.3$11.0$0.01$11.0
2023Summary only. Only limited summary data is available for this year.$83.6$0.02$83.6$5.95$0.01$5.94
2022Summary only. Only limited summary data is available for this year.$79.1$2.77$76.3$9.72$0.01$9.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.7$5.07$87.6$14.7$0.01$14.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.0$4.94$71.0$7.65$0.01$7.64
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.4$4.91$62.5$2.55$0.01$2.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.0$4.87$61.1$3.24$0.34$2.90
2017Summary only. Only limited summary data is available for this year.$60.6$4.77$55.8$2.08$0.32$1.76
2016Detailed filing. Detailed filing data is available for this year.$55.7$5.04$50.7$3.21$0.29$2.92
2015Detailed filing. Detailed filing data is available for this year.$51.9$0.17$51.7$3.44$0.29$3.15
2014Detailed filing. Detailed filing data is available for this year.$52.3$0.16$52.2$4.25$0.28$3.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.6$0.15$45.5$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.5$0.14$41.3$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.5$0.13$37.4$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$0.12$33.5$0.19