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Nonprofiteer
← BARCLAY FRIENDS

Form 990 for tax year 2024

Filed by BARCLAY FRIENDS.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 25 July 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$18,977,967
Total expenses
$19,231,567
Contributions and grants received
$542,068
Grants paid
$0
Program service revenue
$16,853,741
Investment income
$1,377,125
Other revenue
$205,033
Total assets, end of year
$55,383,890
Total liabilities, end of year
$21,309,667
Net assets or fund balances, end of year
$34,074,223
Program services expenses (Part IX)
$14,955,739
Management and general expenses
$4,150,246
Fundraising expenses
$125,582
Program service expenses (Part III)
$14,955,739

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $542,068

  • 2a · Program service revenue: RESIDENT SERVICES

    total $16,853,741 · related or exempt $16,853,741

  • 3 · Investment income

    total $591,755 · related or exempt $591,755

  • 7a · Gross sales of assets other than inventory

    securities $6,461,824

  • 7b · Less cost or other basis and sales expenses

    securities $5,603,772 · other assets $72,682

  • 7c · Gain or loss

    securities $858,052 · other assets -$72,682

  • 7d · Net gain or loss

    total $785,370 · excluded $785,370

  • 11a · Other revenue: PENSION OBLIGATION REF

    total $205,033 · excluded $205,033

  • 11e · Other revenue, total

    $205,033

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $321,096 · management and general $321,096

  • 7 · Other salaries and wages

    total $9,292,703 · program services $7,924,121 · management and general $1,368,582

  • 8 · Pension plan contributions

    total $325,442 · program services $279,475 · management and general $45,967

  • 9 · Other employee benefits

    total $1,075,191 · program services $895,436 · management and general $179,755

  • 10 · Payroll taxes

    total $772,053 · program services $638,239 · management and general $133,814

  • 11b · Fees: legal

    total $57,613 · management and general $57,613

  • 11c · Fees: accounting

    total $104,793 · management and general $104,793

  • 11f · Fees: investment management

    total $54,608 · program services $45,325 · management and general $9,283

  • 11g · Fees: other

    total $827,434 · program services $417,350 · management and general $410,084

  • 12 · Advertising and promotion

    total $54,308 · management and general $54,308

  • 14 · Information technology

    total $242,191 · program services $193,753 · management and general $48,438

  • 16 · Occupancy

    total $428,801 · program services $315,225 · management and general $113,576

  • 20 · Interest

    total $743,338 · program services $549,788 · management and general $193,550

  • 22 · Depreciation, depletion and amortization

    total $1,634,959 · program services $1,256,592 · management and general $378,367

  • 23 · Insurance

    total $244,413 · management and general $244,413

  • 24a · Other expenses: RESIDENT CARE SERVICES

    total $1,271,951 · program services $1,213,826 · management and general $58,125

  • 24b · Other expenses: CULINARY SERVICES

    total $735,561 · program services $722,031 · management and general $13,530

  • 24c · Other expenses: FACILITY SERVICES

    total $431,016 · program services $355,178 · management and general $75,838

  • 24d · Other expenses: ADMINISTRATIVE SERVICES

    total $247,899 · management and general $230,080 · fundraising $17,819

  • 24e · All other expenses

    total $366,197 · program services $149,400 · management and general $109,034 · fundraising $107,763

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,051,344 · end of year $1,720,867

  • 3 · Pledges and grants receivable

    beginning of year $6,792 · end of year $161,451

  • 4 · Accounts receivable

    beginning of year $1,127,858 · end of year $878,007

  • 9 · Prepaid expenses and deferred charges

    beginning of year $262,950 · end of year $313,144

  • 10a · Land, buildings and equipment: cost or other basis

    $48,844,672

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,573,498

  • 10c · Land, buildings and equipment, net

    beginning of year $30,550,241 · end of year $32,271,174

  • 11 · Investments: publicly traded securities

    beginning of year $16,225,190 · end of year $15,840,451

  • 12 · Investments: other securities

    beginning of year $3,968,058 · end of year $4,198,796

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,430,054 · end of year $2,677,561

  • 19 · Deferred revenue

    beginning of year $162,331 · end of year $142,306

  • 23 · Secured mortgages and notes payable

    beginning of year $18,923,795 · end of year $18,489,800

  • 27 · Net assets without donor restrictions

    beginning of year $30,778,621 · end of year $31,643,254

  • 28 · Net assets with donor restrictions

    beginning of year $2,897,632 · end of year $2,430,969

Mission and programs · 2024

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.

Activities or mission (Part I)

PROVIDE HOMELIKE, COMPASSIONATE, HIGH-QUALITY PERSONAL CARE AND SKILLED NURSING TO OLDER ADULTS.

  • 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.

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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John G Braceland

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • John S Cigler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Cusack

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tim Boyd

    DIRECTOR (STARTED MAY 2024)

    Total calculated
    $0
    Hours/week
    2

  • Matt Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cendrine Gemberling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ellen Gilbert

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Sony P John

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jolie Karp

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • David Charter

    DIRECTOR (STARTED OCT 2024)

    Total calculated
    $0
    Hours/week
    4

  • August Gerhardt

    DIRECTOR (STARTED MAY 2024)

    Total calculated
    $0
    Hours/week
    2

  • Marianne Pessognelli

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Serita Spadoni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Spangler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Terrance Randolph

    DIRECTOR (STARTED OCT 2024)

    Total calculated
    $0
    Hours/week
    2

  • Mike Scheuren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jennie Bury

    PAST CHIEF FINANCIAL OFFICER

    Total calculated
    $117,585
    From this org
    $113,718
    From related orgs
    $0
    Other
    $3,867
    Hours/week
    45

  • Linda Sterthous

    PAST EXECUTIVE DIRECTOR

    Total calculated
    $39,591
    From this org
    $32,720
    From related orgs
    $0
    Other
    $6,871
    Hours/week
    45

  • Kevin Gleason

    CFO (AS OF OCT 2024)

    Total calculated
    $38,222
    From this org
    $37,564
    From related orgs
    $0
    Other
    $658
    Hours/week
    50

  • Maria Santangelo

    EXECUTIVE DIRECTOR (BEG. APRIL '24)

    Total calculated
    $125,698
    From this org
    $115,346
    From related orgs
    $0
    Other
    $10,352
    Hours/week
    50

  • Victoria Kollie

    REGISTERED NURSE

    Total calculated
    $179,016
    From this org
    $154,175
    From related orgs
    $0
    Other
    $24,841
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $154,175
    Bonus
    $0
    Other
    $0
    Deferred
    $7,711
    Nontaxable benefits
    $17,130
    Filer's total
    $179,016

  • Suliaman W Sankoh

    CERTIFIED NURSING ASSISTANT

    Total calculated
    $161,742
    From this org
    $143,767
    From related orgs
    $0
    Other
    $17,975
    Hours/week
    70

    Schedule J breakdown matched by us

    Base
    $143,767
    Bonus
    $0
    Other
    $0
    Deferred
    $6,681
    Nontaxable benefits
    $11,294
    Filer's total
    $161,742

  • Alina West

    REGISTERED NURSE

    Total calculated
    $140,715
    From this org
    $137,277
    From related orgs
    $0
    Other
    $3,438
    Hours/week
    65

  • Prince M Kamara

    CERTIFIED NURSING ASSISTANT

    Total calculated
    $156,501
    From this org
    $117,592
    From related orgs
    $0
    Other
    $38,909
    Hours/week
    70

    Schedule J breakdown matched by us

    Base
    $117,592
    Bonus
    $0
    Other
    $0
    Deferred
    $5,776
    Nontaxable benefits
    $33,133
    Filer's total
    $156,501

  • Laura Smith

    SR. DIR. HEALTH SERVICES

    Total calculated
    $178,950
    From this org
    $139,136
    From related orgs
    $0
    Other
    $39,814
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $134,136
    Bonus
    $5,000
    Other
    $0
    Deferred
    $6,681
    Nontaxable benefits
    $33,133
    Filer's total
    $178,950

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
BONUS PAYMENTS ARE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
23 June 2025
IRS schema version
2024v5.2
Source object
202531819349301013

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