Barber National Institute
Legal name: Dr Gertrude a Barber in Home Services Inc
Nonprofit profile at a glance
- EIN
- 251790953
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Erie, PA, US
- Phone
- (814) 453-7661
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $28,647,567
- Expenses
- $25,133,483
- Assets
- $9,235,854
- Liabilities
- $1,787,850
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- JOHN J BARBER III (PRESIDENT/CHAIRMAN)
Highest reported compensation
- JOHN J BARBER III (PRESIDENT/CHAIRMAN): $754,763 total reported compensation
- JEAN NIELSEN (CHIEF FINANCIAL OFFICER): $250,720 total reported compensation
- LAUREN CALLAGHAN (CHIEF INFORMATION OFFICER): $233,050 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Providing hope and opportunity to individuals with disabilities.
What it reported doing in 2024
Dr. Gertrude a. Barber in home services, inc. Supports the individual as well as the parents, guardians, and other care givers through agency with choice (awc), a financial management/participant directed service available to individuals with an intellectual disability who reside in their own residence or the home of family members. Participants have a high level of choice and control over managing their own services and supports. A joint relationship is formed between an individual and/or family member with the awc family liaison who assists in managing services by providing administrative functions, such as the training of staff who provide needed services in the home. In home services provides services in accordance with the mission statement as outlined in part iii of the form 990. The agency with choice program continues to experience rapid growth and now serves more than 622 individuals and their families, providing them with greater choice and control over the services and caregivers that they prefer to meet their needs.
Operating model
- Revenue model
- Earned-program. 99% of the money available for current operations came from fees and other program revenue.
- 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. 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: 73
- Transparency & Controls: 71
- Accountability: 52
- Sustainability: 54
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.7%; rating input score 78
- Program expense ratio: 89.1%; rating input score 89
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd 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: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 16.7%; rating input score 17; 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: 12.3%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 0.37; rating input score 10; 10th percentile among comparable filings
- Liabilities to assets ratio: 0.19; rating input score 59; 59th percentile among comparable filings
- Officer compensation ratio: 0.7%; rating input score 88; 88th percentile among comparable filings
Growth
- Program expense growth: 13.5% per year; rating input score 100; 80th percentile among comparable filings
- Revenue growth: 12.6% per year; rating input score 100; 82nd percentile among comparable filings
- Asset growth: 14.6% per year; rating input score 100; 80th percentile among comparable filings
Details
- What they do: 9 programs and campaigns described on the official site
- Where the money goes: 77.7% of revenue deployed · 89.1% of spending went to programs
- Governance: 1 of 6 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $22.4M in reported program spending
- Leadership: top reported pay $755K · 9 people listed · 0 of 6 pay-setting controls reported
- Consistency: 24 of 24 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: 5 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 17/100.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 10/100.
- Review — Sustainability: Liabilities to assets ratio scored 59/100.