Nonprofit screen
Screen a listBarclay Friends
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$20Mrevenue
FY2025 · +20% in 3 yrs316staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−1.5%
Months of reserve0.9mo
Revenue growth (annualized)+4.0%
Middle half of peersMedianBarclay Friends
Where the money goes FY2025 · $20M spent
Programs$16M77%Management and general$4.4M22%Fundraising$149k1%990 FY2025 · Part IX line 25
Worth checking2
Government grants fell 96% in FY2022
$2.7M in FY2021, $118k in FY2022.
990 Part VIIIDeficits in 2 of the last 3 years
−$254k in FY2024 and −$305k in FY2025. Cash covers 0.9 months, under the peer median of 1.8.
990 Part I and balance sheetIn its favor1
Strong governance
16 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI18funders
$86ka year, last 3 years
36%from its largest funder
Funder’17’18’19’20’21’22’23Barclay Friends TrustSince FY2018$27k$28k$28k$29k$34k$31kFriends Foundation for the AgingOn and off$5k$25k$25k$10k$25kLeadingage IncOn and off$57kLexington Retirement Community IncOn and off$50kKendal Charitable FundsSince FY2022$10k$23kKendal at Ithaca IncOn and off$15kDonor-advised giftsDonors not disclosed$28k$33k$23k$25k$16k6 other fundersUp to $15k a year each$1k$16k$1k$20k$9k
FundedThrough a donor-advised fund