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Nonprofiteer
← BARLOW FOUNDATION

Form 990 for tax year 2022

Filed by BARLOW FOUNDATION.

Totals

Total revenue
$531,964
Total expenses
$359,878
Contributions and grants received
$279,300
Grants paid
$0
Program service revenue
$0
Investment income
$216,650
Other revenue
$36,014
Total assets, end of year
$1,629,992
Total liabilities, end of year
$107,406
Net assets or fund balances, end of year
$1,522,586
Program services expenses (Part IX)
$143,949
Management and general expenses
$35,988
Fundraising expenses
$179,941
Program service expenses (Part III)
$143,949

Program services were 40.0% 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.

  • 1c · Fundraising events

    $54,720

  • 1f · All other contributions, gifts and grants

    $224,580

  • 3 · Investment income

    total $28,158 · excluded $28,158

  • 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 $188,492

  • 7c · Gain or loss

    securities $188,492

  • 7d · Net gain or loss

    total $188,492 · excluded $188,492

  • 8a · Fundraising events: gross income

    $134,422

  • 8a · Fundraising events: contributions included on line 1c

    $54,720

  • 8b · Fundraising events: direct expenses

    $98,408

  • 8c · Net income from fundraising events

    total $36,014 · excluded $36,014

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

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 $68,296 · program services $27,318 · management and general $6,830 · fundraising $34,148

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $11,173 · program services $4,469 · management and general $1,117 · fundraising $5,587

  • 10 · Payroll taxes

    total $5,961 · program services $2,384 · management and general $596 · fundraising $2,981

  • 11a · Fees: management

    total $130,825 · program services $52,329 · management and general $13,083 · fundraising $65,413

  • 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 $5,540 · program services $2,216 · management and general $554 · fundraising $2,770

  • 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

  • 24a · Other expenses: Purchased Services

    total $71,952 · program services $28,781 · management and general $7,195 · fundraising $35,976

  • 24b · Other expenses: Miscellaneous Expenses

    total $66,131 · program services $26,452 · management and general $6,613 · fundraising $33,066

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $778,777 · end of year $105,836

  • 3 · Pledges and grants receivable

    beginning of year $9,466 · end of year $8,233

  • 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

    beginning of year $31,842 · end of year $26,773

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

    $4,366

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

    $4,366

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,267,383 · end of year $1,489,150

  • 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

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $108,778 · end of year $107,406

  • 27 · Net assets without donor restrictions

    beginning of year $1,879,071 · end of year $1,422,967

  • 28 · Net assets with donor restrictions

    beginning of year $99,619 · end of year $99,619

Mission and programs · 2022

Mission

See Schedule O

  • Barlow Foundation's mission is to generate funds to support Barlow Respiratory Hospital with funding which will help to sustain the hospital's ability to provide specialized treatment in the area of respiratory medicine. The hospital currently operates in a building that was built in 1927 and must be retrofitted to meet mandated current seismic safety requirements and remodeled to provide a current state care setting for our patients and clinicians. The Foundation's current activities are devoted to soliciting funds to support this building upgrade as well as establishing a donor base that will continue to the support the hospital in the future.

    Expenses $143,949

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amit Mohan

    President & CEO

    Total calculated
    $375,985
    From this org
    $0
    From related orgs
    $348,105
    Other
    $27,880
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $348,105 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,150 related
    Nontaxable benefits
    not reported + $18,730 related
    Filer's total
    not reported + $375,985 related

  • David R Nelson MD

    Director

    Total calculated
    $276,217
    From this org
    $0
    From related orgs
    $276,217
    Other
    $0
    Hours/week
    1 + 24 related

    Schedule J breakdown matched by us

    Base
    not reported + $276,217 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $276,217 related

  • Ed Engesser

    Former CFO

    Total calculated
    $207,103
    From this org
    $0
    From related orgs
    $200,187
    Other
    $6,916
    Hours/week
    1 + 24 related

    Schedule J breakdown matched by us

    Base
    not reported + $200,187 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $6,105 related
    Nontaxable benefits
    not reported + $811 related
    Filer's total
    not reported + $207,103 related

  • Ken Gunville

    CFO

    Total calculated
    $164,969
    From this org
    $0
    From related orgs
    $148,388
    Other
    $16,581
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $148,388 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $3,629 related
    Nontaxable benefits
    not reported + $12,952 related
    Filer's total
    not reported + $164,969 related

  • Nancy Katayama

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Sergio Delgadillo

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • O'Donnell Iselin

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Brian Bartholomew

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sophia Chang

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nicole Kuklok-Waldman

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Thorson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kat Connolly

    Director

    Total calculated
    $0
    Hours/week
    1

  • Krystal Kim

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dario Frommer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Kelly

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Roberts

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tom Gibbons

    Director

    Total calculated
    $0
    Hours/week
    1

  • Beth Quillen Thomas

    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
2022
Filed
12 July 2024
IRS schema version
2022v5.0
Source object
202441949349301904

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