Dr Gertrude a Barber Foundation Inc
Nonprofit profile at a glance
- EIN
- 251753149
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Erie, PA, USA
- Phone
- 8144537661
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Rehabilitative Medical Services
Reported finances
- Revenue
- $2,626,723
- Expenses
- $3,028,430
- Assets
- $89,323,815
- Liabilities
- $507,258
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- JOHN J BARBER III (PRESIDENT, CHAIRMAN, TREASURER)
Highest reported compensation
- JOHN J BARBER III (PRESIDENT, CHAIRMAN, TREASURER): $754,763 total reported compensation
- JEAN NIELSEN (CHIEF FINANCIAL OFFICER): $250,720 total reported compensation
- PATRICK BARBER (DIRECTOR): $212,033 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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 to promote the philosophy that all individuals and their families should have every opportunity to become respected members of their families, communities, and society.
Operating model
- Revenue model
- Investment-supported. 62% of the money available for current operations came from recurring investment income.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 76
- Accountability: 49
- Sustainability: 50
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 97.1%; rating input score 97
- Program expense ratio: 87.7%; rating input score 88
- Fundraising efficiency: $12.65 raised per $1 spent on fundraising; rating input score 45; 45th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 12.5%; rating input score 12; 6th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -15.3%; rating input score 9; 9th percentile among comparable filings
- Total-asset coverage ratio: 29.5; rating input score 98; 98th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 88; 88th percentile among comparable filings
- Officer compensation ratio: 4.3%; rating input score 59; 59th percentile among comparable filings
Growth
- Program expense growth: 15.2% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 8.4% per year; rating input score 100; 62nd percentile among comparable filings
- Asset growth: 12.6% per year; rating input score 100; 68th percentile among comparable filings
Details
- Where the money goes: 97.1% of revenue deployed · 87.7% of spending went to programs
- Governance: 1 of 8 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $2.7M in reported program spending
- Leadership: top reported pay $755K · 10 people listed · 0 of 6 pay-setting controls reported
- Consistency: 32 of 32 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 9 filed related-organization links
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 12/100.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 45/100.
- High — Sustainability: Operating margin scored 9/100.
- Review — Sustainability: Officer compensation ratio scored 59/100.