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← DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC

Form 990 for tax year 2022

Filed by DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC.

Totals

Total revenue
$204,274
Total expenses
$211,332
Contributions and grants received
$67,258
Grants paid
$0
Program service revenue
$117,561
Investment income
$0
Other revenue
$19,455
Total assets, end of year
$308,390
Total liabilities, end of year
$89,886
Net assets or fund balances, end of year
$218,504
Program services expenses (Part IX)
$148,166
Management and general expenses
$63,166
Fundraising expenses
$0
Program service expenses (Part III)
$148,166

Program services were 70.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $15,155

  • 1f · All other contributions, gifts and grants

    $52,103

  • 1g · Noncash contributions included above

    $34,545

  • 2a · Program service revenue: BARBER BEAST ON BAY

    total $84,937 · related or exempt $84,937

  • 2b · Program service revenue: ART SHOW

    total $32,624 · related or exempt $32,624

  • 10a · Gross sales of inventory

    $5,753

  • 10b · Cost of goods sold

    $1,127

  • 10c · Net income from sales of inventory

    total $4,626 · related or exempt $4,626

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $14,829 · related or exempt $14,829

  • 11e · Other revenue, total

    $14,829

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $196 · program services $196

  • 11c · Fees: accounting

    total $1,600 · management and general $1,600

  • 11g · Fees: other

    total $90,960 · program services $42,399 · management and general $48,561

  • 12 · Advertising and promotion

    total $62,179 · program services $62,179

  • 13 · Office expenses

    total $18,086 · program services $17,626 · management and general $460

  • 14 · Information technology

    total $572 · program services $572

  • 16 · Occupancy

    total $2,525 · management and general $2,525

  • 19 · Conferences, conventions and meetings

    total $2,194 · program services $2,194

  • 20 · Interest

    total $315 · management and general $315

  • 23 · Insurance

    total $1,222 · program services $882 · management and general $340

  • 24a · Other expenses: ADMIN & STAFF DEVELOPME

    total $9,263 · management and general $9,263

  • 24b · Other expenses: COST OF FUNDRAISER FOOD

    total $2,447 · program services $2,447

  • 24c · Other expenses: PA SALES AND USE TAX

    total $1,510 · program services $1,490 · management and general $20

  • 24d · Other expenses: EQUIPMENT LEASE

    total $331 · program services $331

  • 24e · All other expenses

    total $17,932 · program services $17,850 · management and general $82

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $246,301 · end of year $265,108

  • 4 · Accounts receivable

    beginning of year $18,005 · end of year $18,797

  • 8 · Inventories for sale or use

    beginning of year $9,052 · end of year $15,903

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,113 · end of year $8,582

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,190 · end of year $15,583

  • 19 · Deferred revenue

    beginning of year $51,719 · end of year $74,303

  • 27 · Net assets without donor restrictions

    beginning of year $225,562 · end of year $218,504

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $116,720 · Revenue $84,937

  • 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.

    Expenses $24,745 · Revenue $32,624

  • 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.

    Expenses $2,707

  • Expenses $3,994

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John J Barber III

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $478,643
    From this org
    $0
    From related orgs
    $464,479
    Other
    $14,164
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $444,979 related
    Bonus
    $0
    Other
    $0 + $19,500 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,164 related
    Filer's total
    $0 + $478,643 related

  • Dr Maureen Barber-Carey

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $335,580
    From this org
    $0
    From related orgs
    $316,635
    Other
    $18,945
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,165 related
    Bonus
    $0
    Other
    $0 + $14,470 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,945 related
    Filer's total
    $0 + $335,580 related

  • Bridget Barber

    DIRECTOR

    Total calculated
    $128,088
    From this org
    $0
    From related orgs
    $127,830
    Other
    $258
    Hours/week
    1 + 36.5 related

  • Patrick Barber

    DIRECTOR

    Total calculated
    $121,555
    From this org
    $0
    From related orgs
    $108,994
    Other
    $12,561
    Hours/week
    1 + 36.5 related

  • Robert W Barber Esq

    DIRECTOR

    Total calculated
    $118,121
    From this org
    $0
    From related orgs
    $110,724
    Other
    $7,397
    Hours/week
    1 + 36.5 related

  • Eileen O'Hare

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • Laura Schaaf

    DIRECTOR

    Total calculated
    $101,917
    From this org
    $0
    From related orgs
    $89,882
    Other
    $12,035
    Hours/week
    15 + 22.5 related

  • Robert J Will

    DIRECTOR

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Jean Nielsen

    CHIEF FINANCIAL OFFICER

    Total calculated
    $196,056
    From this org
    $0
    From related orgs
    $185,047
    Other
    $11,009
    Hours/week
    0.5 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,887 related
    Bonus
    $0
    Other
    $0 + $9,160 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,009 related
    Filer's total
    $0 + $196,056 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • THE CAUSE FOR GERTRUDE A BARBER LLC

    TO PROMOTE GERTRUDE A. BARBER AS A CANDIDATE FOR SAINTHOOD · PA · assets $47,418

    Directly controlled by DR GERTRUDE A BARBER EDUCATIONAL INSITUTE INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BARBER ENTERPRISE SOLUTIONS INC

    C · MANAGEMENT SUPPORT AND CONSULTING SERVICES · PA · controlled entity

    Directly controlled by BARBER SERVICES SYSTEMS INC

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421309349300017

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