2016-04-13T16:33:07-07:00 2015-08-31 BARLOW RESPIRATORY HOSPITAL 2000 STADIUM WAY LOS ANGELES CA 900262606 990 2014-09-01 953771980 Barlow Group BARL 2132504200 2000 Stadium Way Los Angeles CA 90026 Ed Engesser CFO 2016-04-13 true Deanne Yu P00681678 2132026881 2014 2016-08-17 19:52:53Z 14359729 false false X www.barlowhospital.org X 1994 CA See Schedule O 11 10 0 10 0 0 0 4247894 3440078 0 4247894 3440078 0 0 0 0 0 279271 294010 279271 294010 3968623 3146068 52332577 51882568 160172 171164 52172405 51711404 X See Schedule O false false 294010 Barlow Group is the parent company for three other 501c3 organizations, Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center. The Barlow Group owns and manages an investment portfolio that is used to provide financial support for its affiliated entities. During 2014 and in recent years the Barlow Group has focused on accumulating funds to support the construction of a new hospital to replace the current facility that was constructed in 1927. The estimated cost to construct and equip this new hospital is $105,000,000. Due to Barlow Respiratory Hospital's limited resources, the Barlow Group's resources will be a critical source of funding for the new hospital. During 2014 and the past few years, Barlow Group's assets have grown to a level that will hopefully be sufficient to enable the new hospital to be constructed. 294010 true false false false false false false false false true false false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false false true true true false false true 0 0 false 0 false false false false false false false false false 0 false false false false false false false false false false X 11 10 false false false false false false false true false false false true true true true true true true true false CA X Ed Engesser 2132504200 2000 Stadium Way Los Angeles CA 90026 Michael D Berger Chairman 1.00 1.00 X X 0 0 0 Diane Naegele Vice Chair 1.00 0.00 X X 0 0 0 Jason Zayon Secretary 1.00 0.00 X X 0 0 0 Bradford M Bolger Director 1.00 0.00 X 0 0 0 Eric Kleerup MD Director 1.00 0.00 X 0 0 0 Richard F Seiden Director 1.00 0.00 X 0 0 0 Brian Bartholomew Director 1.00 0.00 X 0 0 0 Stephanie Bowick Director 1.00 0.00 X 0 0 0 Margaret Crane CEO 2.00 40.00 X X 0 262769 21026 Earl E Gales Jr Director 1.00 0.00 X 0 0 0 Daniel Weinstein Director 1.00 0.00 X 0 0 0 David Nelson MD Med. Director 1.00 24.00 X 0 211710 0 Ed Engesser CFO 2.00 40.00 X 0 213345 33802 687824 54828 0 false true false Wells Fargo Advisors 5820 Canoga Av Ste 100 Woodland Hill CA 91367 investment services 242500 1 0 0 858702 858702 0 0 0 13501027 10919651 2581376 2581376 2581376 0 0 0 0 3440078 2581376 858702 0 0 0 0 0 0 0 0 0 0 11000 11000 0 0 0 0 282850 282850 0 0 0 0 0 0 0 0 0 0 0 0 0 General & Administrative 160 160 0 294010 294010 0 0 1113 1321 0 0 0 0 0 0 0 23028 24349 0 42906016 42996230 0 0 0 9402420 8860668 52332577 51882568 160172 171164 160172 171164 X 42594985 42675736 1979065 1861032 7598355 7174636 52172405 51711404 52332577 51882568 X 3146068 -3065316 -541753 X false true X true false X X 3 Barlow Respiratory Hospital 951647809 3 true 0 0 Barlow Foundation 954560787 7 true 0 0 Barlow Research Center 954560786 4 true 0 0 3 true false false false false false false false false false false false false false false true true false X false false true true Part IV, Section E, Line 3a: Organization Has Power to Appoint Or Elect Governing Persons All members and officers of the supported organizations, Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center are appointed by the Barlow Group. Part IV, Section E, Line 3b: Role Played in Management of Policies, Programs, & Activities All annual budgets and major decisions of the supported organizations are subject to the approval of their corporate member, Barlow Group. 9577420 496412 45340 9035668 8567083 1054409 44072 9577420 8193651 416840 43408 8567083 7475357 752238 33944 8193651 6855277 640416 20336 7475357 0.80000 0.20000 false false false Charitable remainder trust 8860668 8860668 Due to affiliates 171164 171164 X Part V, Line 4: Intended uses of the endowment fund. Used to support activities of Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center Part X : FIN48 Footnote The Group has been determined to be an exempt organization by the Internal Revenue Service and the California Franchise Tax Board and generally are not subject to taxes on income pursuant to Section 501(c)(3) and Section 23701(d) of the Internal Revenue Code and California Revenue and Taxation Code, respectively. In addition, the Group is recognized as a public charity (not a private foundation) under Sections 509(a)(1)/170(b)(1)(A) of the Internal Revenue Code. false false false false false false false false false false David Nelson MD Med. Director 211710 211710 Ed Engesser CFO 213345 6437 27365 247147 Margaret Crane CEO 262769 6426 14600 283795 Form 990, Part VI, Line 11b: Form 990 Review Process The Chief Financial Officer and the Finance Department staff will prepare and file the returns. When it is deemed appropriate, consultative support and /or review will be solicited from an external public accounting firm. Prior to filing, the return for each of the Barlow Organizations will be distributed to the Barlow Group Board of Directors for their review. The Chief Executive Officer performs a final review and approves the Annual Information Returns before filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A Code of Conduct has been developed and is reviewed and an affirmation statement is signed annually. In addition a "Conflict of interest Board of Directors" Policy is reviewed and a "Conflict of Interest Disclosure Questionnaire" is completed every two years. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The CEO and CFO are employees of a related organization Barlow Respiratory Hospital and their compensation is determined by that organization. The Personnel/Compensation Committee a subcommittee of the Barlow Respiratory Hospital Board of Directors is charged with the responsibility of establishing and recommending changes to the compensation of the CEO and CFO. The Committee utilizes the Hospital Association of Southern Californias Health Executive Compensation report to benchmark their compensation to the marketplace. Specifically the single Facility Southern California Salary Range amounts for minimum-midpoint-maximum compensation serve as the benchmarks for determining comparative marketplace compensation. The CEO and CFO are eligible to participate in the same paid time off and employee insurance benefits as all Hospital management level employees. The CEO has a written contract which documents her compensation and benefits. The Committee reviews the experience levels of the individuals, their accomplishments and the overall accomplishments of the organization in recommending compensation and/or changes in compensation for these positions. The Committees recommendations are then submitted to the full Board of Directors for discussion and approval. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The CEO and CFO are employees of a related organization Barlow Respiratory Hospital and their compensation is determined by that organization. The Personnel/Compensation Committee a subcommittee of the Barlow Respiratory Hospital Board of Directors is charged with the responsibility of establishing and recommending changes to the compensation of the CEO and CFO. The Committee utilizes the Hospital Association of Southern Californias Health Executive Compensation report to benchmark their compensation to the marketplace. Specifically the single Facility Southern California Salary Range amounts for minimum-midpoint-maximum compensation serve as the benchmarks for determining comparative marketplace compensation. The CEO and CFO are eligible to participate in the same paid time off and employee insurance benefits as all Hospital management level employees. The CEO has a written contract which documents her compensation and benefits. The Committee reviews the experience levels of the individuals, their accomplishments and the overall accomplishments of the organization in recommending compensation and/or changes in compensation for these positions. The Committees recommendations are then submitted to the full Board of Directors for discussion and approval. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The audited financial statements, governing/organizing documents, and conflict of interest policy are all available upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Change in value of split-interest agreements = -$541753 Form 990, Part I and Part III, Line 1 Barlow Group is the parent company for three other 501c3 organizations, Barlow Respiratory Hospital, Barlow Foundation and Barlow Research Center. The Barlow Group owns and manages an investment portfolio that is used to provide financial support for its affiliated entities. During 2014 and in recent years the Barlow Group has focused on accumulating funds to support the construction of a new hospital to replace the current facility that was constructed in 1927. The estimated cost to construct and equip this new hospital is $105,000,000. Due to Barlow Respiratory Hospital's limited resources, the Barlow Group's resources will be a critical source of funding for the new hospital. During 2014 and the past few years, Barlow Group's assets have grown to a level that will hopefully be sufficient to enable the new hospital to be constructed. Barlow Respiratory Hospital 2000 Stadium Way Los Angeles CA 90026 951647809 Long-term cute care hospital CA 501c3 3 Barlow Group true Barlow Foundation 2000 Stadium Way Los Angeles CA 90026 954560787 Fundraising CA 501c3 7 Barlow Group true Barlow Research Center 2000 Stadium Way Los Angeles CA 90026 954560786 Scientific & medical research CA 501c3 4 Barlow Group true false false false false false false false false false false false false false false true false false false false Barlow Respiratory Hospital o 530942 actual expense