Barclay Friends

Nonprofit profile at a glance

EIN
232088476
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
West Chester, PA, USA
Phone
6106965211
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nursing, Convalescent Facilities

Reported finances

Revenue
$19,984,009
Expenses
$20,288,941
Assets
$54,149,500
Liabilities
$19,920,771

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • MARIA SANTANGELO (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • MARIA SANTANGELO (CHIEF EXECUTIVE OFFICER): $226,600 total reported compensation
  • VICTORIA S KOLLIE (REGISTERED NURSE): $193,872 total reported compensation
  • KEVIN GLEASON (CHIEF FINANCE OFFICER): $181,506 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Earned-program. 95% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 74
  • Accountability: 100
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.8%; rating input score 81
  • Program expense ratio: 77.4%; rating input score 77
  • Fundraising efficiency: $2.82 raised per $1 spent on fundraising; rating input score 7; 7th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1.5%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 2.67; rating input score 62; 62nd percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 5.9%; rating input score 51; 51st percentile among comparable filings

Growth

  • Program expense growth: 4.3% per year; rating input score 100; 35th percentile among comparable filings
  • Revenue growth: 3% per year; rating input score 100; 23rd percentile among comparable filings
  • Asset growth: 7.6% per year; rating input score 100; 54th percentile among comparable filings

Details

  • Where the money goes: 80.8% of revenue deployed · 77.4% of spending went to programs
  • Governance: 16 of 16 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $15.7M in reported program spending
  • Leadership: top reported pay $227K · 23 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.5M reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 13 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 7/100.
  • High — Sustainability: Operating margin scored 16/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
  • Review — Sustainability: Officer compensation ratio scored 51/100.