Barlow Group

EIN: 953771980 501(c)(3) Health Care

Los Angeles, CA

Total Revenue
$10,993,022
Total Expenses
$11,391
Total Assets
$96,284,803
Net Assets
$96,268,675
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
CA
Principal Officer
Amit Mohan
Phone
2132504200
Tax Period
2023-09-01 to 2024-08-31

Barlow Group, founded in 1994, is a mid-sized nonprofit in the Health Care sector that reported $11.0M in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.0M, a strong 100% operating margin.

Mission

Barlow Group is the parent company for two other 501c3 organizations, Barlow Respiratory Hospital and Barlow Foundation. 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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $10,793,638
Other Revenue $199,384
TOTAL REVENUE $10,993,022

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $11,391
Other Expenses $11,391
TOTAL EXPENSES $11,391

Year-over-Year Comparison

2023 2022 Change
Revenue $10,993,022 $5,945,180 +0.8%
Expenses $11,391 $8,415 +0.4%
Net Income $10,981,631 $5,936,765 +0.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
12
Employees
N/A
Volunteers
12

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
5
$650,501
Total Directors
14
$723,913
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Amit Mohan President & CEO 2.00
Officer Director
$0 $31,210 $434,114
David Nelson MD Medical Dir 1.00
Director
$0 $0 $289,799
Ken Gunville CFO 2.00
Officer
$0 $23,988 $216,387
Michael D Berger Chair 1.00
Officer Director
$0 $0 $0
Diane Naegele Vice Chair 1.00
Officer Director
$0 $0 $0
Jason Zayon Secretary 1.00
Officer Director
$0 $0 $0
Bradford M Bolger Director 1.00
Director
$0 $0 $0
Eric Kleerup MD Director 1.00
Director
$0 $0 $0
Daniel Weinstein Director 1.00
Director
$0 $0 $0
Richard F Seiden Director 1.00
Director
$0 $0 $0
John Van Dyke MD Director 1.00
Director
$0 $0 $0
O'Donnell Iselin Director 1.00
Director
$0 $0 $0
Nancy Katayama Director 1.00
Director
$0 $0 $0
Shuo Steven Wang MD Director 1.00
Director
$0 $0 $0
Sanjay Vadgama MD Director 1.00
Director
$0 $0 $0
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 $10,993,022 $11,391 $96,284,803 $10,981,631
2023 $5,945,180 $8,415 $83,576,809 $5,936,765
2022 $-9,716,346 $14,016 $79,121,187 $-9,730,362
2021 $14,727,252 $11,227 $92,709,504 $14,716,025
2020 $7,647,823 $11,109 $75,987,786 $7,636,714
2019 $2,553,723 $11,152 $67,365,546 $2,542,571
2018 $3,240,927 $336,096 $65,997,951 $2,904,831
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