2024-05-09T06:14:11-05:00 2023-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2022-07-01 251753149 DR GERTRUDE A BARBER FOUNDATION INC DRGE 8144537661 100 BARBER PLACE ERIE PA 165071842 JOHN J BARBER PRESIDENT/CEO 8144537661 2024-05-09 1 JOHN BARBER 999009999 0 LISA A RITTER P00168809 4124715500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN J BARBER 100 BARBER PLACE ERIE PA 165071842 14308485 0 X WWW.BARBERINSTITUTE.ORG X 1994 PA 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 THE 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/DEVELOPMENTAL 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. 9 0 0 72 0 0 8721146 5621675 0 0 2462970 1038413 132303 120915 11316419 6781003 313727 399278 0 0 0 0 0 0 100670 336496 379240 650223 778518 10666196 6002485 61184404 71326479 216490 382526 60967914 70943953 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. 0 0 399284 399278 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. 399284 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KY LA MD MA MI MN MS MO NV NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI KS ME ND X JEAN NIELSEN 8148784181 100 BARBER PLACE ERIE PA 165071842 JOHN J BARBER III PRESIDENT, CHAIRMAN, TREAS 1.00 50.00 X X 0 464479 14164 PATRICK BARBER VICE PRESIDENT, TREASURY MANAGER 1.00 36.50 X X 0 108994 12561 BRIDGET BARBER SECRETARY 2.00 35.50 X X 0 127830 258 BRENDAN P BARBER ESQ DIRECTOR 0.10 0.20 X 0 0 0 JOHN J BARBER IV ESQ DIRECTOR 0.10 0.10 X 0 0 0 BRIAN O'DONOGHUE DIRECTOR 0.10 X 0 0 0 KEVIN O'HARE DIRECTOR 0.10 X 0 0 0 CHARLES REAMS DIRECTOR 0.10 X 0 0 0 ROBERT J WILL VICE CHAIRMAN 1.00 3.00 X X 0 20000 0 JEAN NIELSEN CHIEF FINANCIAL OFFICER 0.50 50.50 X 0 185046 11009 0 906349 37992 0 0 1 0 0 23378 5043792 554505 5988 5621675 1447824 1447824 6879227 7288638 -409411 -409411 -409411 340797 23378 238844 101953 101953 18862 0 18862 18862 MISCELLANEOUS REVENUE 900099 100 100 100 6781003 -409311 0 1568639 X 362001 362001 37277 37277 12203 12203 14270 14270 95167 6 95161 164109 63439 100670 44579 44579 3396 3396 5881 5881 8346 8346 391 391 854 854 1249 1249 ADMINISTRATIVE ALLOCATI 25171 25171 STAFF DEVELOPMENT 1882 1882 OTHER 1432 1432 MEMBERSHIPS & SUBSCRIPT 310 310 778518 399284 278564 100670 79746 82810 8997613 18038606 8634556 5574229 691002 586998 300 87268 16340 8340 8000 8000 42773187 46948568 61184404 71326479 166690 342700 49800 39826 216490 382526 X 59715112 69582438 1252802 1361515 60967914 70943953 61184404 71326479 6002485 3973554 0 X X 0 1 X 1 0 X X 3 DR GERTRUDE A BARBER CENTER INC 237447611 10 1 335499 0 DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC 251755523 10 1 18959 0 DR GERTRUDE A BARBER SYSTEM SERVICES 251753144 10 1 10500 0 3 364958 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SECTION C, LINE 1 BARBER SERVICES SYSTEMS, THE DIRECT CONTROLLING ENTITY OF THE ORGANIZATION, APPOINTS THE BOARDS OF BOTH THE SUPPORTING AND SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1004580 53000 105439 28827 1488 1132704 1135582 50000 -179263 1739 1004580 1032846 217708 113332 1640 1135582 1032846 18041 16396 1645 1032846 1036563 66856 68959 1614 1032846 1.00000 0 0 8000 8000 8340 8340 0 8000 10901863 3973554 147306 4120860 6781003 0 6781003 925824 147306 147306 778518 0 778518 PART V, LINE 4: UNDER THE FOUNDATION'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT (1) PRESERVE CAPITAL; (2) GENERATE LONGTERM GROWTH OF CAPITAL TO PROVIDE DISTRIBUTIONS WHEN NEEDED; AND (3) ALLOCATE INVESTMENTS AMONG A BROAD RANGE OF ASSET CLASSES TO PRESERVE CAPITAL TO PROVIDE DISTRIBUTIONS WHEN NEEDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 238,844. INVESTMENT FEES -91,538. ENDOWMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 238,844. INVESTMENT FEES -91,538. ENDOWMENT FEES CHRISTMAS BALL 222617 15175 207442 79045 92561 LADIES ONLY LUNCHEON 81344 8203 73141 9752 34987 1 60214 60214 7425 5717 9357 364175 23378 340797 7425 94514 136905 238844 101953 18862 0 18862 18862 PA 1 0 0 0 1.00000 JEAN NIELSEN 100 BARBER PLACE ERIE PA 16507 0 0 1 DR GERTRUDE A BARBER CENTER INC 100 BARBER PLACE ERIE PA 16507 237447611 501(C)(3) 327224 0 THROUGH THE ERIE ACTIVITY FUND, EITC GRANT FUNDS, THROUGH ENRICHMENT FUNDS DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC 100 BARBER PLACE ERIE PA 16507 251755523 501(C)(3) 18959 0 GENERAL ADMINISTRATIVE EXPENSES AND PROGRAM BARBER SERVICES SYSTEMS INC 136 EAST AVENUE ERIE PA 16507 251753144 501(C)(3) 10500 0 GENERAL ADMINISTRATIVE EXPENSES 3 EDUCATIONAL SCHOLARSHIPS 37277 EDUCATIONAL GRANTS PART I, LINE 2: SCHOLARSHIP RECIPIENTS ARE REQUIRED TO COMPLETE A FORMAL APPLICATION SUBMITTED TO MANAGEMENT, WHICH NOTES THE SCHOOL IN WHICH THEY ARE ENROLLED, PROOF OF ENROLLMENT, AND FINANCIAL NEED (I.E. TAX RETURN OR TUITION STATEMENT). MANAGEMENT REVIEWS AND APPROVES APPLICATIONS PRIOR TO DISBURSEMENT. DISBURSEMENTS ARE ONLY MADE TO INDIVIDUALS WHO PROVIDE PROOF THAT THEY HAVE MADE PAYMENTS TO THE SCHOOL. PART II, LINE 2 AND 3, COLUMN (H) THROUGH THE ERIE ACTIVITY FUND, THE FOUNDATION BOARD APPROVES CONTRIBUTIONS TO THE CENTER FOR REIMBURSEMENT OF EXPENSES, AS INVOICED, WHICH ARE NOT COVERED BY PROGRAM FUNDING. THIS YEAR, MAJOR EXPENSES WERE FOR LOBBYING. THROUGH THE ENRICHMENT FUNDS, CONTRIBUTIONS FOR THE PROGRAMS ARE USED FOR THE PURPOSE DESIGNATED BY THE DONOR, OR, IN THE CASE OF UNRESTRICTED DONATIONS, FOR EXPENSES NOT COVERED BY PROGRAM FUNDING. IN ADDITION, EITC GRANT FUNDS ARE DONATED TO THE FOUNDATION. THESE FUNDS HAVE BEEN DISBURSED ACCCORDING TO REGULATIONS TO BE USED FOR PRE-K SCHOLARSHIPS AND EDUCATIONAL EXPENSES. 0 0 0 0 0 0 0 0 0 JOHN J BARBER III PRESIDENT, CHAIRMAN, TREAS 0 444979 0 0 0 19500 0 0 0 14164 0 478643 0 0 JEAN NIELSEN CHIEF FINANCIAL OFFICER 0 175887 0 0 0 9159 0 0 0 11009 0 196055 0 0 PART I, LINE 3 THE DR. GERTRUDE A. BARBER FOUNDATION, INC. RELIED ON A RELATED ORGANIZATION, THE DR. GERTRUDE A. BARBER CENTER, INC., TO ESTABLISH THE COMPENSATION OF OFFICERS. THE DR. GERTRUDE A. BARBER CENTER, INC. USED THE FOLLOWING METHODS: -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 SIX MEMBERS OF THE BOARD HAVE A FAMILY RELATIONSHIP: 1) JOHN BARBER, III 2) BRIDGET BARBER 3) KEVIN O'HARE 4) PATRICK BARBER 5) JOHN BARBER, IV 6) BRENDAN BARBER FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD OF DIRECTORS IS APPOINTED BY THE BOARD OF BARBER SERVICES SYSTEMS, INC. (BSS). JOHN BARBER III, ROBERT WILL, PATRICK BARBER, BRENDAN BARBER, JOHN BARBER, IV, AND BRIDGET BARBER ARE BOARD MEMBERS OF BOTH THE FOUNDATION AND BSS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE. THIS FORM REQUIRES THE BOARD MEMBER TO DISCLOSE ANY BUSINESS TRANSACTIONS THEY HAVE ENGAGED IN WITH THE ORGANIZATION OF ANY OTHER OFFICER, DIRECTOR, OR KEY EMPLOYEE. SENIOR MANAGEMENT REVIEWS ALL RESPONSES TO ENSURE NO TRANSACTIONS HAVE OCCURRED. FORM 990, PART VI, SECTION B, LINE 15 NONE OF THE DIRECTORS OR OFFICERS OF THE FOUNDATION ARE DIRECTLY COMPENSATED BY THE FOUNDATION. THE FOUNDATION'S OFFICERS ARE SHARED IN COMMON WITH THE DR. GERTRUDE A. BARBER CENTER, INC. ("GABC"). GABC HAS AN EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF MEMBERS FROM THE BOARD OF DIRECTORS, WHICH IS RESPONSIBLE TO REVIEW AND SET COMPENSATION FOR GABC'S CEO AND ITS OFFICERS. THIS COMMITTEE PERIODICALLY WORKS WITH AN INDEPENDENT COMPENSATION CONSULTING FIRM WHICH REVIEWS REGIONAL REMUNERATION DATA AND MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE THEN REPORTS AND HAS ITS ACTIONS IMPLEMENTED BY THE GABC BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS OF THE ORGANIZATION, AS WELL AS OUR CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, ARE ON FILE AT THE CORPORATE OFFICE AND ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. IN ADDITION, CERTAIN DOCUMENTS OF THE FOUNDATION ARE AVAILABLE AT GUIDESTAR.COM. OUR GOVERNING DOCUMENTS ARE ALSO ON FILE WITH THE STATE OF PENNSYLVANIA. FORM 990, PART IX, LINE 11G PURCHASED PERSONNEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 63,439. FUNDRAISING EXPENSES 100,670. TOTAL EXPENSES 164,109. PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE AUDIT REVIEW PROCESS BY THE BOARD OF DIRECTORS DURING THE YEAR. SCHEDULE A, PART I CONTRIBUTIONS WERE MADE TO THE FOUNDATION FROM THE DR. GERTRUDE A. BARBER CENTER IN THE AMOUNT OF $7,026,651 AND THE FROM THE DR. GERTRUDE A. BARBER IN-HOME SERVICES IN THE AMOUNT OF $1,000,000. DR GERTRUDE A BARBER CENTER INC 100 BARBER PLACE ERIE PA 16507 237447611 PROVIDE SERVICE TO INTELLECTUALLY & PHYSICALLY HANDICAPPED CHILDREN & ADULTS PA 501(C)(3) LINE 10 BARBER SERVICES SYSTEMS INC 1 DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC 100 BARBER PLACE ERIE PA 16507 251755526 EDUCATION OF INTELLECTUALLY AND PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 BARBER SERVICES SYSTEMS INC 1 BARBER SERVICES SYSTEMS INC 100 BARBER PLACE ERIE PA 16507 251753144 SUPPORT AND GUIDE NONPROFIT ACTIVITIES FOR OTHER DR. GERTRUDE A. BARBER ORG. PA 501(C)(3) LINE 12B, II N/A 0 DR GERTRUDE A BARBER IN HOME SERVICES INC 100 BARBER PLACE ERIE PA 16507 251790953 PROVIDE SERVICES TO ENABLE DISABLED PERSONS TO REMAIN AT HOME PA 501(C)(3) LINE 10 BARBER SERVICES SYSTEMS INC 1 BARBER ENTERPRISE SOLUTIONS INC 100 BARBER PLACE ERIE PA 16507 464096737 MANAGEMENT SUPPORT AND CONSULTING SERVICES PA BARBER SERVICES SYSTEMS INC C 1 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 DR GERTRUDE A BARBER CENTER INC C 3025000 CASH RECEIVED DR GERTRUDE A BARBER IN HOME SERVICES INC C 2000000 CASH RECEIVED DR GERTRUDE A BARBER CENTER INC B 335499 CASH PAID DR GERTRUDE A BARBER CENTER INC D 11733970 GUARANTEED LOAN