Barbaras House Inc

Nonprofit profile at a glance

EIN
060703570
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Greenwich, CT, USA
Phone
2038691276
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$785,949
Expenses
$653,811
Assets
$635,837
Liabilities
$421,905

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • ALMA RUTGERS (PRESIDENT)
  • JOSEPH CABRERA (VICE PRESIDENT)
  • LORRAINE TERMINI (EXECUTIVE DIRECTOR)
  • GABRIELLE RATTNER (EXECUTIVE DIRECTOR)

People named in this filing

  • ALMA RUTGERS (PRESIDENT)
  • D KEITH ARMSTRONG (TRESURER)
  • STUART C ADELBERG (VICE PRESISENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

For over 70 years, barbaras house inc has offered, free of charge, homework clubs, tutoring, after school and summer enrichment programs, therapeutic counseling, supporting social groups and american citizenship classes

What it reported doing in 2024

Barabaras House is a social service agency dedicated to building skills that empower our clients to overcome educational, social, and economic barriers so they can reach their full potential. BH has educational programs for elementary, middle and high school students. These include tutoring, cultural enrichment, post-secondary planning, drivers education, and social/emotional support. BH also runs a summer program which serves 30 elementary students for 7 weeks, five days a week. BH also runs a citizenship and ESL program for adults. Our senior citizen program involves individual counseling, social activities, shopping, crafts, which take place at seniors living in Greenwich Communities housing. Our Family Self-Sufficiency Program (FSS) is a savings incentive program that consists of case management services for low-income families. All services are provided free of charge. We also serve young and older adults with special needs, providing social events. BH also provides food for our clients year round, but especially during the holiday season.

Operating model

Revenue model
Donor-supported. 65% of the money available for current operations came from contributions and gifts.
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. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 87
  • Accountability: 82
  • Sustainability: 57
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.1%; rating input score 72
  • Program expense ratio: 86.7%; rating input score 87
  • Fundraising efficiency: $11.87 raised per $1 spent on fundraising; rating input score 43; 43rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • 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; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 16.8%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 0.97; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: 0.66; rating input score 11; 11th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -0.4% per year; rating input score 0; 13th percentile among comparable filings
  • Asset growth: 11.7% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 72.1% of revenue deployed · 86.7% of spending went to programs
  • Governance: 20 of 20 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $567K in reported program spending
  • Leadership: top reported pay $0 · 23 people listed
  • Consistency: 22 of 23 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 43/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • High — Sustainability: Liabilities to assets ratio scored 11/100.