DR GERTRUDE A BARBER FOUNDATION INC

EIN: 251753149 501(c)(3) Health Care

ERIE, PA

Total Revenue
$4,920,490
Total Expenses
$2,763,331
Total Assets
$80,825,887
Net Assets
$79,340,572
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
PA
Principal Officer
JOHN J BARBER
Phone
8144537661
Tax Period
2023-07-01 to 2024-06-30

DR GERTRUDE A BARBER FOUNDATION INC, founded in 1994, is a community nonprofit in the Health Care sector that reported $4.9M in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.2M, a strong 44% operating margin.

Mission

THE DR. GERTRUDE A. BARBER FOUNDATION INC. IS THE SINGLE ENTITY THAT SEEKS PHILANTHROPIC SUPPORT FOR THE FOLLOWING COMPANIES: THE DR. GERTRUDE. A BABER CENTER, INC., THE DR. GERTRUDE A. BARBER EDUCATIONAL INSTITUTE, INC., THE DR. GERTRUDE A. BARBER IN HOME SERVICES, INC., AND BARBER SERVICES SYSTEMS, INC. (COLLECTIVELY THE "BARBER NATIONAL INSTITUTE OR BARBER). FUNDRAISING IS FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF THE MISSION AND EXEMPT PURPOSES OF THE COMPANIES. COLLECTIVELY, BARBER COMPANIES PROVIDE HOUSING, EDUCATION, CLINICAL THERAPIES, VOCATIONAL TRAINING, AND COMMUNITY INTEGRATION SERVICES FOR CHILDREN AND ADULTS WITH AUTISM, INTELLECTUAL DISABILITIES OR BEHAVIORAL HEALTH CHALLENGES AND THEIR FAMILIES AND CAREGIVERS, AND PROVIDE ON-GOING TRAINING, EDUCATIONAL SUPPORTS, AND CONSULTING SERVICES FOR BARBER'S PROFESSIONALS SERVING OUR CLIENTS AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,707,872
Program Service Revenue $0
Investment Income $2,147,670
Other Revenue $64,948
TOTAL REVENUE $4,920,490

Expense Breakdown

Grants Paid $2,410,209
Salaries & Benefits $0
Fundraising Expenses $92,203
Program Expenses $2,419,771
Other Expenses $353,122
TOTAL EXPENSES $2,763,331

Year-over-Year Comparison

2023 2022 Change
Revenue $4,920,490 $6,781,003 -0.3%
Expenses $2,763,331 $778,518 +2.5%
Net Income $2,157,159 $6,002,485 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
N/A
Employees
N/A
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,291,803
Total Directors
9
$1,082,172
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN J BARBER III PRESIDENT, CHAIRMAN, TREAS 0.50
Officer Director
$0 $23,495 $766,305
PATRICK BARBER VICE PRESIDENT, TREASURY M 1.00
Officer Director
$0 $53 $165,239
BRIDGET BARBER SECRETARY 2.00
Officer Director
$0 $10,046 $130,628
BRENDAN P BARBER ESQ DIRECTOR 0.10
Director
$0 $0 $0
JOHN J BARBER IV ESQ DIRECTOR 0.10
Director
$0 $0 $0
BRIAN O'DONOGHUE DIRECTOR 0.10
Director
$0 $0 $0
KEVIN O'HARE DIRECTOR 0.10
Director
$0 $0 $0
CHARLES REAMS DIRECTOR 0.10
Director
$0 $0 $0
ROBERT J WILL VICE CHAIRMAN 1.00
Officer Director
$0 $0 $20,000
JEAN NIELSEN CHIEF FINANCIAL OFFICER 0.50
Officer
$0 $18,591 $209,631
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $4,920,490 $2,763,331 $80,825,887 $2,157,159
2023 $6,781,003 $778,518 $71,326,479 $6,002,485
2022 $11,316,419 $650,223 $61,184,404 $10,666,196
2021 $10,639,907 $660,476 $61,162,194 $9,979,431
2020 $7,824,946 $987,737 $47,822,953 $6,837,209
2019 $4,536,280 $913,726 $41,776,116 $3,622,554
2018 $7,562,993 $1,049,609 $37,229,695 $6,513,384
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