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Nonprofiteer
← BARLOW GROUP

Form 990 for tax year 2024

Filed by BARLOW GROUP.

Totals

Total revenue
$9,250,409
Total expenses
$11,390
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$7,362,236
Other revenue
$1,888,173
Total assets, end of year
$106,909,956
Total liabilities, end of year
$13,000
Net assets or fund balances, end of year
$106,896,956
Program services expenses (Part IX)
$11,390
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$11,390

Program services were 100.0% 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.

  • 3 · Investment income

    total $1,383,255 · excluded $1,383,255

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $6,141,488

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

    securities $162,507

  • 7c · Gain or loss

    securities $5,978,981

  • 7d · Net gain or loss

    total $5,978,981 · excluded $5,978,981

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Death Benefit

    total $1,888,173 · excluded $1,888,173

  • 11e · Other revenue, total

    $1,888,173

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $11,390 · program services $11,390

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,501 · end of year $2,101

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $70,582,537 · end of year $65,718,809

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $25,699,765 · end of year $41,189,046

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,128 · end of year $13,000

  • 27 · Net assets without donor restrictions

    beginning of year $81,837,463 · end of year $91,076,482

  • 28 · Net assets with donor restrictions

    beginning of year $14,431,212 · end of year $15,820,474

Mission and programs · 2024

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.

  • 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 2017 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.

    Expenses $11,390

As filed on the 2024 return.

Listed in Part VII

  • Amit Mohan

    President & CEO

    Total calculated
    $496,267
    From this org
    $0
    From related orgs
    $465,115
    Other
    $31,152
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $357,431 related
    Bonus
    not reported + $107,684 related
    Other
    not reported
    Deferred
    not reported + $8,826 related
    Nontaxable benefits
    not reported + $22,326 related
    Filer's total
    not reported + $496,267 related

  • David Nelson MD

    Medical Dir

    Total calculated
    $306,900
    From this org
    $0
    From related orgs
    $306,900
    Other
    $0
    Hours/week
    1 + 24 related

    Schedule J breakdown matched by us

    Base
    not reported + $306,900 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $306,900 related

  • Ken Gunville

    CFO

    Total calculated
    $225,176
    From this org
    $0
    From related orgs
    $201,095
    Other
    $24,081
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $201,095 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $6,163 related
    Nontaxable benefits
    not reported + $17,918 related
    Filer's total
    not reported + $225,176 related

  • Michael D Berger

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Diane Naegele

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Jason Zayon

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Eric Kleerup MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Daniel Weinstein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard F Seiden

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Van Dyke MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • O'Donnell Iselin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy Katayama

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shuo Steven Wang MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sanjay Vadgama MD

    Director

    Total calculated
    $0
    Hours/week
    1

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
13 July 2026
IRS schema version
2024v5.2
Source object
202611949349300846

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