2024-05-09T06:09:50-05:00 2023-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2022-07-01 251755526 DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC DRGE 8144537661 100 BARBER PLACE ERIE PA 16507 JOHN J BARBER PRESIDENT/CHAIRMAN 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 16507 205401 0 X N/A X 1988 PA DEDICATED TO INCREASING OPPORTUNITY & INTEGRATION INTO THE COMMUNITY FOR PEOPLE WITH DISABILITIES AS WELL AS DEVELOPING HEALTHY COMMUNITIES IN WHICH ALL PEOPLE ARE WELCOMED AND FULLY ACCEPTED. THE INSTITUTE'S APPROACH TO IT'S MISSION IS GROUNDED ON THREE FUNDAMENTAL PILLARS ENCOMPASSING MIND, BODY, AND SPIRIT. THE INSTITUTE WILL PROVIDE STATE-OF-THE-ART LEARNING OPPORTUNITIES AND EDUCATION FOR PERSONS WITH DISABILITIES, THEIR FAMILIES AND THE ENTIRE COMMUNITY. THE INSTITUTE WILL PROVIDE EDUCATION AND CONSTRUCTIVE SERVICES TO PROFESSIONALS AND OTHER PERSONS WHO TREAT, EDUCATE, WORK WITH OR INTERACT WITH PERSONS WITH DISABILITIES. THE INSTITUTE WILL PROVIDE HEALTHY ACTIVITIES FOR ALL PERSONS ENCOURAGING ENGAGEMENT IN PHYSICAL ENDEAVORS, TO PROMOTE A HEALTHY AND VIBRANT LIFESTYLES FOR PERSONS WITH DISABILITIES AND THE ENTIRE COMMUNITY. AND FINALLY, BY INCREASING INVOLVEMENT AND PARTICIPATION OF INDIVIDUALS WITH DISABILITIES IN THE ARTS, WE WEAVE A RICHER & MORE DIVERSE COMMUNITY FOR ALL. 8 0 0 158 0 0 136378 67258 117609 117561 0 0 15287 19455 269274 204274 11 0 0 0 0 0 0 0 0 154835 211332 154846 211332 114428 -7058 283471 308390 57909 89886 225562 218504 X DEDICATED TO INCREASING OPPORTUNITY & INTEGRATION INTO THE COMMUNITY FOR PEOPLE WITH DISABILITIES AS WELL AS DEVELOPING HEALTHY COMMUNITIES IN WHICH ALL PEOPLE ARE WELCOMED AND FULLY ACCEPTED. THE INSTITUTE'S APPROACH TO ITS MISSION IS GROUNDED ON THREE FUNDAMENTAL PILLARS ENCOMPASSING MIND, BODY, AND SPIRT. THE INSTITUTE WILL PROVIDE STATE-OF-THE-ART LEARNING OPPORTUNITIES AND EDUCATION FOR PERSONS WITH DISABILITIES, THEIR FAMILIES AND THE ENTIRE COMMUNITY. THE INSTITUTE WILL PROVIDE EDUCATION AND CONSTRUCTIVE SERVICES TO PROFESSIONALS AND OTHER PERSONS WHO TREAT, EDUCATE, WORK WITH OR INTERACT WITH PERSONS WITH DISABILITIES. THE INSTITUTE WILL PROVIDE HEALTHY ACTIVITIES FOR ALL PERSONS ENCOURAGING ENGAGEMENT IN PHYSICAL ENDEAVORS, TO PROMOTE A HEALTHY AND VIBRANT LIFESTYLE FOR PERSONS WITH DISABILITIES AND THE ENTIRE COMMUNITY. AND FINALLY, BY INCREASING INVOLVEMENT AND PARTICIPATION OF INDIVIDUALS WITH DISABILITIES IN THE ARTS, WE WEAVE A RICHER AND MORE DIVERSE COMMUNITY FOR ALL. 0 0 116720 84937 SINCE 2013, THE EDUCATIONAL INSTITUTE HAS SPONSORED BARBER BEAST ON THE BAY AT PRESQUE ISLE STATE PARK WHICH INCLUDES A 10-MILE OBSTACLE COURSE CHALLENGE AS WELL AS A 1-MILE COURSE ADAPTED FOR ADULTS WITH DISABILITIES. AFTER THE EVENT WAS HELD VIRTUALLY IN 2020, IT RETURNED IN-PERSON IN 2021 TO MORE THAN 800 PARTICIPANTS IN THE TEN-MILE COURSE AND NEARLY 100 ADULTS WITH DISABILITIES FOR THE ADAPTED COURSE. 2022 HOSTED MORE THAN 1,110 PARTICIPANTS IN THE TEN-MILE COURSE AND MORE THAN 80 FOR THE ADAPTED COURSE. 2023 SAW ONE OF THE BIGGEST YEARS YET AND WE FINALLY FELT WE MADE A COMEBACK SINCE COVID WITH OVER 1,300 PARTICIPANTS IN THE TEN-MILE COURSE AND OVER 90 ADULTS WITH DISABILITIES IN THE ADAPTED COURSE. 24745 32624 FOR 16 YEARS, THE INSTITUTE HAS SPONSORED A COMMUNITY ART SHOW, "CELEBRATING THE POSSIBILITIES," TO BRING TOGETHER YOUTH AND ADULT ARTISTS FROM THE REGION WITH ARTISTS WITH DISABILITIES OR BEHAVIORAL HEALTH CHALLENGES. 2023 SAW THE FIRST HYBRID EXPERIENCE OF BOTH IN-PERSON AND ONLINE SHOWS. MORE THAN 440 PIECES WERE ON DISPLAY BY KNOWN AND UPCOMING TALENTED ADULT AND YOUTH ARTISTS FROM ACROSS THE TRI-STATE AREA, INCLUDING THE ARTWORK OF OUR VERY OWN STUDENTS AND ADULTS OF THE BARBER INSTITUTE. THE UNIQUE AND BEAUTIFUL ARTWORK INCLUDED PAINTINGS, DRAWINGS, SCULPTURES, CERAMICS, PHOTOGRAPHY, MIXED MEDIA, AND WORKS IN FIBER. 2707 THE AUTISM MANUAL IS USED TO EDUCATE PROFESSIONALS TREATING INDIVIDUALS WITH AUTISM AS WELL AS FAMILIES OF CHILDREN LIVING WITH THE CHALLENGES OF AUTISM. THE MANUAL HAS BEEN SOLD TO A VARIETY OF USERS SUCH AS INDIVIDUALS, BOOKSTORES, AND COLLEGES WHICH USE THE BOOK IN THEIR CURRICULUM FOR ITS BEHAVIORAL SPECIALIST CERTIFICATE PROGRAMS. 3994 3994 148166 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JEAN NIELSEN 8148784181 100 BARBER PLACE ERIE PA 16507 JOHN J BARBER III CHIEF EXECUTIVE OFFICER 1.00 50.00 X X 0 464479 14164 DR MAUREEN BARBER-CAREY EXECUTIVE VICE PRESIDENT 1.00 50.00 X X 0 316635 18945 BRIDGET BARBER DIRECTOR 1.00 36.50 X 0 127830 258 PATRICK BARBER DIRECTOR 1.00 36.50 X 0 108994 12561 ROBERT W BARBER ESQ DIRECTOR 1.00 36.50 X 0 110724 7397 EILEEN O'HARE DIRECTOR 0.10 0.20 X 0 0 0 LAURA SCHAAF DIRECTOR 15.00 22.50 X 0 89882 12035 ROBERT J WILL DIRECTOR 1.00 3.00 X 0 20000 0 JEAN NIELSEN CHIEF FINANCIAL OFFICER 0.50 50.50 X 0 185047 11009 0 1423591 76369 0 0 1 0 0 15155 52103 34545 67258 BARBER BEAST ON BAY 711300 84937 84937 ART SHOW 711300 32624 32624 117561 5753 1127 4626 4626 MISCELLANEOUS REVENUE 900099 14829 14829 14829 204274 137016 0 0 X 196 196 1600 1600 90960 42399 48561 62179 62179 18086 17626 460 572 572 2525 2525 2194 2194 315 315 1222 882 340 ADMIN & STAFF DEVELOPME 9263 9263 COST OF FUNDRAISER FOOD 2447 2447 PA SALES AND USE TAX 1510 1490 20 EQUIPMENT LEASE 331 331 17932 17850 82 211332 148166 63166 0 246301 265108 18005 18797 9052 15903 10113 8582 283471 308390 6190 15583 51719 74303 57909 89886 X 225562 218504 225562 218504 283471 308390 -7058 0 X X 0 1 X 1 0 X 125390 185990 78423 136378 67258 593439 145909 138491 41726 124409 123314 573849 271299 324481 120149 260787 190572 1167288 0 0 0 1167288 12679 9307 2246 9604 14829 48665 283978 333788 122395 270391 205401 1215953 0.96000 0.96610 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOOUS INCOME - 2018 AMOUNT: $ 12,679. 2019 AMOUNT: $ 9,307. 2020 AMOUNT: $ 2,246. 2021 AMOUNT: $ 9,604. 2022 AMOUNT: $ 14,829. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 JOHN J BARBER III CHIEF EXECUTIVE OFFICER 0 444979 0 0 0 19500 0 0 0 14164 0 478643 0 0 DR MAUREEN BARBER-CAREY EXECUTIVE VICE PRESIDENT 0 302165 0 0 0 14470 0 0 0 18945 0 335580 0 0 JEAN NIELSEN CHIEF FINANCIAL OFFICER 0 175887 0 0 0 9160 0 0 0 11009 0 196056 0 0 PART I, LINE 3 DR. GERTRUDE A. BARBER EDUCATION INSTITUTE, INC. RELIED ON A RELATED ORGANIZATION, THE DR. GERTRUDE A. BARBER CENTER, INC., TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS. 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 X ADVERTISING 10 34545 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 FIVE MEMBERS OF THE BOARD HAVE A FAMILY RELATIONSHIP: 1) JOHN BARBER 2) BRIDGET BARBER 3) PATRICK BARBER 4) ROBERT BARBER 5) EILEEN O'HARE FORM 990, PART VI, SECTION A, LINE 7A THE EDUCATIONAL INSTITUTE'S BOARD OF DIRECTORS IS APPOINTED BY THE BOARD OF BARBER SERVICES SYSTEMS, INC. JOHN BARBER, BRIDGET BARBER, PATRICK BARBER, ROBERT BARBER, ELIEEN O'HARE, AND ROBERT WILL ARE BOARD MEMBERS OF BOTH THE EDUCATIONAL INSTITUTE AND BSS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE AVAILABLE FOR REVIEW TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE 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 OR 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 THE EDUCATIONAL INSTITUTE'S OFFICERS ARE SHARED IN COMMON WITH THE DR. GERTRUDE A. BARBER CENTER, INC (GABC), A SISTER COMPANY. GABC HAS AN EXECUTIVE 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. OUR GOVERNING DOCUMENTS ARE ALSO ON FILE WITH THE STATE OF PENNSYLVANIA. FORM 990, PART IX, LINE 11G PURCHASED PERSONNEL: PROGRAM SERVICE EXPENSES 42,399. MANAGEMENT AND GENERAL EXPENSES 48,561. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,960. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE AUDIT REVIEW PROCESS BY THE BOARD OF DIRECTORS DURING THE YEAR. THE CAUSE FOR GERTRUDE A BARBER LLC 100 BARBER PLACE ERIE PA 16507 842594922 TO PROMOTE GERTRUDE A. BARBER AS A CANDIDATE FOR SAINTHOOD PA 47418 DR GERTRUDE A BARBER EDUCATIONAL INSITUTE INC DR GERTRUDE A BARBER CENTER INC 100 BARBER PLACE ERIE PA 16507 237447611 PROVIDE SERVICES TO INTELLECTUAL & PHYSICALLY HANDICAPPED CHILDREN & ADULTS PA 501(C)(3) LINE 11 BARBER SERVICES SYSTEMS INC 1 DR GERTRUDE A BARBER IN HOME SERVICES INC 100 BARBER PLACE ERIE PA 16507 251790953 PROVIDED SERVICES TO ENABLE DISABLED PERSONS TO REMAIN AT HOME PA 501(C)(3) LINE 11 BARBER SERVICES SYSTEMS INC 1 BARBER SERVICES SYSTEMS INC 100 BARBER PLACE ERIE PA 16507 251753144 SUPPORT AND GUIDE NONPROFIT ACTIVITIES FOR OTHER BARBER ORGANIZATIONS PA 501(C)(3) LINE 12C, III-FI N/A 0 DR GERTRUDE A BARBER FOUNDATION INC 100 BARBER PLACE ERIE PA 16507 251753149 FUNDRAISING FOR DR. GERTRUDE A. BARBER ENTITIES PA 501(C)(3) LINE 12C, III-FI 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 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 DR GERTRUDE A BARBER CENTER INC D 11733970 GUARANTEED LOAN