BARCLAY FRIENDS

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

MARIA SANTANGELO

Phone

6106965211

Tax Period

2024-01-01 to 2024-12-31

BARCLAY FRIENDS, founded in 1978, is a mid-sized nonprofit in the Health Care sector that reported $19.0M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

BARCLAY FRIENDS' MISSION IS TO PROVIDE A CONTINUUM OF SERVICES TO OLDER ADULTS, WITH A FOCUS ON COMPASSION AND KINDNESS, EXCELLENCE, AND CONTINUOUS IMPROVEMENT. WE ENVISION BARCLAY FRIENDS AS A PREMIER ADVOCATE, INITIATOR, AND FACILITATOR OF SERVICES FOR OLDER ADULTS. THROUGH AN INTEGRATED CONTINUUM OF CARE AND SERVICES, AND IN PARTNERSHIP WITH OUR COMMUNITY, WE WILL ENSURE SERVICES THAT ENHANCE THE QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $14,955,739 Revenue: $17,445,496

BARCLAY FRIENDS IS A KENDAL AFFILIATE OFFERING HOMELIKE ACCOMMODATIONS AND WARM, COMPASSIONATE CARE. OUR SERVICES FOR OLDER ADULTS INCLUDE RESIDENTIAL LIVING, MEMORY CARE, PERSONAL CARE AND SKILLED NURSING CARE. WE EMPLOY A DEDICATED STAFF WITH MANY YEARS OF SERVICE WHO UNDERSTAND THAT FOCUSING ON RESIDENTS' INDIVIDUAL NEEDS ENHANCES THEIR QUALITY OF LIFE. RESIDENTS WORK WITH OUR HORTICULTURAL THERAPIST TO DESIGN FLORAL ARRANGEMENTS AND CULTIVATE PRODUCE FOR THE LOCAL FOOD BANK. OUR RECREATIONAL TEAM HELPS RESIDENTS LEARN OF THEIR NOT BEFORE REALIZED" CREATIVITY BY UTILIZING ARTS AND MUSIC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $542,068

Program Service Revenue $16,853,741

Investment Income $1,377,125

Other Revenue $205,033

TOTAL REVENUE $18,977,967

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,786,485

Fundraising Expenses $125,582

Program Expenses $14,955,739

Other Expenses $7,445,082

TOTAL EXPENSES $19,231,567

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,977,967	$21,971,048	-0.1%
Expenses	$19,231,567	$21,179,182	-0.1%
Net Income	$-253,600	$791,866	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

356

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$321,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN G BRACELAND	SECRETARY	4.00	Officer Director	$0	$0	$0
JOHN S CIGLER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN CUSACK	DIRECTOR	2.00	Director	$0	$0	$0
TIM BOYD	DIRECTOR (STARTED MAY 2024)	2.00	Director	$0	$0	$0
MATT DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
CENDRINE GEMBERLING	DIRECTOR	2.00	Director	$0	$0	$0
ELLEN GILBERT	CHAIR	4.00	Officer Director	$0	$0	$0
SONY P JOHN	DIRECTOR	2.00	Director	$0	$0	$0
JOLIE KARP	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID CHARTER	DIRECTOR (STARTED OCT 2024)	4.00	Director	$0	$0	$0
AUGUST GERHARDT	DIRECTOR (STARTED MAY 2024)	2.00	Director	$0	$0	$0
MARIANNE PESSOGNELLI	VICE CHAIR	4.00	Officer Director	$0	$0	$0
SERITA SPADONI	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SPANGLER	DIRECTOR	2.00	Director	$0	$0	$0
TERRANCE RANDOLPH	DIRECTOR (STARTED OCT 2024)	2.00	Director	$0	$0	$0
MIKE SCHEUREN	DIRECTOR	2.00	Director	$0	$0	$0
JENNIE BURY	PAST CHIEF FINANCIAL OFFICER	45.00	Officer	$113,718	$3,867	$117,585
LINDA STERTHOUS	PAST EXECUTIVE DIRECTOR	45.00	Officer	$32,720	$6,871	$39,591
KEVIN GLEASON	CFO (AS OF OCT 2024)	50.00	Officer	$37,564	$658	$38,222
MARIA SANTANGELO	EXECUTIVE DIRECTOR (BEG. APRIL '24)	50.00	Officer	$115,346	$10,352	$125,698
VICTORIA KOLLIE	REGISTERED NURSE	65.00	Highest	$154,175	$24,841	$179,016
SULIAMAN W SANKOH	CERTIFIED NURSING ASSISTANT	70.00	Highest	$143,767	$17,975	$161,742
ALINA WEST	REGISTERED NURSE	65.00	Highest	$137,277	$3,438	$140,715
PRINCE M KAMARA	CERTIFIED NURSING ASSISTANT	70.00	Highest	$117,592	$38,909	$156,501
LAURA SMITH	SR. DIR. HEALTH SERVICES	45.00	Highest	$139,136	$39,814	$178,950

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$18,977,967	$19,231,567	$55,383,890	$-253,600
2024	$18,977,967	$19,231,567	$55,383,890	$-253,600
2023	$21,971,048	$21,179,182	$54,192,433	$791,866
2022	$16,706,295	$19,396,427	$53,301,795	$-2,690,132
2021	$16,439,946	$16,528,613	$57,772,015	$-88,667
2020	$13,314,063	$14,717,563	$56,754,422	$-1,403,500
2019	$21,375,172	$13,571,689	$49,339,212	$7,803,483
2018	$22,562,604	$12,627,816	$35,627,234	$9,934,788