DR GERTRUDE A BARBER FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

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

FUNDRAISING EXCLUSIVELY IN SUPPORT OF THE DR. GERTRUDE A. BARBER CENTER, INC., BARBER SERVICES SYSTEMS, INC., DR. GERTRUDE A. BARBER IN HOME SERVICES, INC., AND DR. GERTRUDE A. BARBER EDUCATIONAL INSTITUTE, INC.

Program Service Accomplishments

Program 1

Expenses: $2,419,771

THE FOUNDATION ACTS AS THE PRIMARY VEHICLE FOR FUNDRAISING ACTIVITIES EXCLUSIVELY TO SUPPORT, BENEFIT, COORDINATE, AND PROVIDE OVERSIGHT AND STEWARDSHIP OF CONTRIBUTED FUNDS FOR THE DR. GERTRUDE A...

THE FOUNDATION ACTS AS THE PRIMARY VEHICLE FOR FUNDRAISING ACTIVITIES EXCLUSIVELY TO SUPPORT, BENEFIT, COORDINATE, AND PROVIDE OVERSIGHT AND STEWARDSHIP OF CONTRIBUTED FUNDS FOR THE DR. GERTRUDE A. BARBER CENTER, INC., AND THE OTHER AFFILIATED ORGANIZATIONS (BARBER SERVICES SYSTEMS, INC., DR. GERTRUDE A. BARBER IN HOME SERVICES, INC., AND DR. GERTRUDE A. BARBER EDUCATIONAL INSTITUTE, INC.). THE REPRESENTED PROGRAM EXPENSES WERE THE SUPPORT PROVIDED TO THE AFFILIATED ORGANIZATIONS AND TO CLIENTS OF THE AFFILIATED ORGANIZATIONS IN ORDER TO PROMOTE THE PHILOSOPHY THAT ALL INDIVIDUALS AND THEIR FAMILIES SHOULD HAVE EVERY OPPORTUNITY TO BECOME RESPECTED MEMBERS OF THEIR FAMILIES, COMMUNITIES, AND SOCIETY.

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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%)

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

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

$1,291,803

Total Directors

$1,082,172

Key Employees

Highest Compensated

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