2016-05-09T07:45:25-05:00 2015-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2014-07-01 237447611 DR GERTRUDE A BARBER CENTER INC DRGE 8144537661 100 BARBER PLACE ERIE PA 165071842 JOHN J BARBER PRESIDENT 8144537661 2016-05-09 1 LISA A RITTER P00168809 4124715500 2014 2016-08-17 19:52:53Z JOHN J BARBER 100 BARBER PLACE ERIE PA 165071842 67481382 0 X WWW.BARBERINSTITUTE.ORG X 1973 PA THE DR. GERTRUDE A. BARBER CENTER, INC. (GABC) FULFILLS ITS MISSION OF SUPPORTING CHILDREN AND ADULTS WITH AUTISM, INTELLECTUAL DISABILITIES AND BEHAVIORAL HEALTH CHANGES BY PROVIDING A WIDE RANGE OF EDUCATION, RESIDENTIAL LIVING OPTIONS, CLINICAL SERVICES, JOB SKILLS DEVELOPMENT, DAILY LIVING SUPPORT, SENIOR PROGRAMS, AND RESPITE CARE. THROUGH THE BARBER NATIONAL INSTITUTE FACILITIES LOCATED IN NORTHWEST, SOUTHEAST, AND SOUTHWEST PENNSYLVANIA, OUR ORGANIZATION SERVES MORE THAN 4,300 INDIVIDUALS AND FAMILIES WITH A COMMUNITY INTEGRATED APPROACH AND CONTINUUM OF PROGRAMS. OUR GOAL IS TO PROVIDE THE SERVICES AND RESOURCES TO SUPPORT CHILDREN AND ADULTS IN REACHING THEIR FULL POTENTIAL TO BECOMING VALUED AND CONTRIBUTING MEMBERS OF THEIR COMMUNITIES. 15 14 2863 368 0 0 12513339 9511781 55391142 57202558 -50767 60180 585692 695624 68439406 67470143 0 0 0 0 48166686 50770218 0 0 0 15902442 20460390 64069128 71230608 4370278 -3760465 42572808 38281317 25988425 25459925 16584383 12821392 X WE "MAKE DREAMS COME TRUE." WE PROVIDE CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES AND BEHAVIORAL HEALTH CHALLENGES AND THEIR FAMILIES THE EDUCATION, SUPPORT AND RESOURCES NEEDED TO BE SELF-RELIANT, INDEPENDENT AND VALUED MEMBERS OF THEIR COMMUNITY. IN ADDITION, WE PROVIDE THE PROFESSIONALS WHO SERVE THEM WITH WORLD-CLASS EDUCATION AND TRAINING. 0 0 30183585 35443636 RESIDENTIAL LIVING ARRANGEMENTS:THE GERTRUDE A. BARBER CENTER, INC. OPERATES RESIDENTIAL COMMUNITY HOMES(RCH) AND INTERMEDIATE CARE FACILITIES (ICF) SERVING OVER 309 ADULTS IN 78 GROUP HOMES IN ERIE, PHILADELPHIA AND THE PITTSBURGH METROPOLITAN AREAS. STAFF IS PROVIDED ON A 24/7 BASIS WITH SUPPORT SERVICES THAT HAVE BEEN TAILORED TO MEET THE UNIQUE NEEDS OF EACH INDIVIDUAL. AN APPROXIMATE TOTAL OF 1.2 MILLION STAFFING HOURS WERE PROVIDED DURING THE PAST FISCAL YEAR.THE GOAL OF ALL RESIDENTIAL LIVING ARRANGEMENTS IS TO:- FACILITATE AND SATISFY AN INDIVIDUAL'S CHOICES,- FOSTER AN ENVIRONMENT THAT ALLOWS GREATER INDEPENDENCE & COMMUNITY INVOLVEMENT, AND -PROVIDE A STABLE, COMFORTABLE AND LIFE-ENRICHING HOME ENVIRONMENT.ALL RESIDENTIAL HOMES ARE LICENSED AND COMPLIANT WITH APPLICABLE FEDERAL AND PENNSYLVANIA REGULATIONS WITH EXCELLENT SURVEY RESULTS. IN ADDITION TO THE TRADITIONAL GROUP HOME DELIVERY OF RESIDENTIAL SERVICES, GABC ALSO SERVES 72 ADULTS THROUGH A SUPPORTED LIVING PROGRAM. IN THIS PROGRAM, A SYSTEM OF COMPREHENSIVE 'SUPPORTS' ARE PROVIDED TO ASSIST AND ENABLE ADULTS WITH DISABILITIES TO LIVE INDEPENDENTLY IN THEIR OWN HOMES OR APARTMENTS WITHOUT THE ASSISTANCE OF FULL-TIME/ON-SITE STAFF. INDIVIDUALS ARE GIVEN THE OPPORTUNITY TO CHOOSE THEIR OWN RESIDENCES, WITH SOME EVEN PURCHASING THEIR OWN HOMES. SERVICES ARE DELIVERED BASED ON INDIVIDUAL NEED AND INCLUDE: MONEY MANAGEMENT, SHOPPING AND MENU PLANNING, HOME MANAGEMENT, ACCESSING COMMUNITY AGENCIES AND ACTIVITIES. "LIFESHARING THROUGH FAMILY LIVING" (LIFESHARING) IS A PROGRESSIVE, 'NON-TRADITIONAL' RESIDENTIAL LIVING ARRANGEMENT. IN LIFESHARING, ADULTS RESIDE IN THE HOMES OF THE PROVIDER FAMILIES AND BECOME PART OF THE FAMILY LIVING UNIT, ALLOWING INDIVIDIUALS TO FORM REAL FAMILY BONDS AND ENDURING RELATIONSHIPS. IT IS CONSIDERED TO BE A FORWARD-LOOKING AND FAVORED RESIDENTIAL LIVING MODEL. A TOTAL OF 36 ADULTS ARE SERVED IN THE ERIE AND PHILADELPHIA AREAS IN THE GABC LIFESHARING PROGRAM. 13519653 6977616 SERVICES TO CHILDREN: EDUCATION, AUTISM, EARLY INTERVENTION AND BEHAVIORAL HEALTH:OUR PROGRAMS FOR CHILDREN FOCUS ON EARLY DETECTION AND THE DEVELOPMENT OF INDIVIDUALIZED INTERVENTION AND TREATMENT PLANS TO HELP CHILDREN REACH THEIR GREATEST POTENTIAL. OUR AUTISM SERVICES OFFER STATE-OF-THE-ART INTERVENTIONS FOR CHILDREN AND SUPPORT FOR THEIR FAMILIES. WE COMPLETED THE THIRD YEAR OF A RESEARCH COLLABORATION WITH THE UNIVERSITY OF NOTRE DAME; PRELIMINARY RESULTS INDICATE THAT INTERACTIVE ROBOTS ARE SUCCESSFUL IN REINFORCING COMMUNICATION AND SOCIAL SKILLS FOR THE MAJORITY OF CHILDREN WITH AUTISM WHO WERE STUDIED. A SUMMER THERAPEUTIC ACTIVITIES CAMP WAS HELD IN ERIE TO ASSIST CHILDREN AND TEENS WITH HIGH FUNCTIONING AUTISM BUILD SOCIAL AND COMMUNICATION SKILLS.OUR BEHAVIORAL HEALTH SERVICES WERE UTILIZED BY MORE CHILDREN IN 2014-15 WITH NEW AND EXPANDED PROGRAMS. AN ACUTE PARTIAL HOSPITALIZATION PROGRAM IN SOUTHWEST ERIE BEGAN ITS SECOND YEAR OF PROVIDING INTENSIVE THERAPY FOR CHILDREN WITH SERIOUS MENTAL HEALTH CHALLENGES TO PREVENT ADMISSION TO A HOSPITAL OR INSTITUTION AND REDUCE RECURRING CRISES. OTHER SERVICES SUCH AS TRAUMA AND GRIEF COUNSELING, SOCIAL SKILLS DEVELOPMENT, MOBILE THERAPY AND FAMILY BASED THERAPIES HELPED CHILDREN AND THEIR FAMILIES BETTER MANAGE CHALLENGING BEHAVIORS. APPROXIMATELY 595 CHILDREN RECEIVED BEHAVIORAL HEALTH REHABILITATION SERVICES TO CHANGE PROBLEM BEHAVIORS WITH A SCIENTIFICALLY-BASED TREATMENT APPROACH. ADDITIONALLY, OUR EARLY INTERVENTION PROGRAM PROVIDED SPECIALIZED THERAPIES SUCH AS PHYSICAL AND SPEECH THERAPIES AND NUTRITIONAL GUIDANCE TO 860 CHILDREN FROM BIRTH TO AGE THREE ACROSS MULTIPLE COUNTIES IN NORTHWESTERN PENNSYLVANIA. WE UTILIZE A FAMILY-CENTERED APPROACH TO HELP INFANTS AND TODDLERS OVERCOME CHALLENGES AT AN EARLY AGE WITH THE GOAL OF REACHING THEIR DEVELOPMENTAL MILESTONES AND BEING PREPARED TO ENTER SCHOOL.THE ELIZABETH LEE BLACK SCHOOL (ELBS) AT THE BARBER NATIONAL INSTITUTE SERVES 251 STUDENTS FROM PRESCHOOL THROUGH AGE 21 WITH MULTIPLE CHALLENGES, INCLUDING AUTISM, CEREBRAL PALSY, AND DEVELOPMENTAL DISABILITIES. THIS APPROVED PRIVATE SCHOOL, WHICH SERVES STUDENTS FROM 24 PENNSYLVANIA DISTRICTS, WAS AGAIN DESIGNATED AS A SCHOOL OF EXCELLENCE BY THE NATIONAL ASSOCIATION OF SPECIAL EDUCATION TEACHERS. WE ALSO PROVIDE PRESCHOOL CLASSES FOR "TYPICALLY DEVELOPING" CHILDREN WHO LEARN AND GROW ALONGSIDE THEIR PEERS WITH DEVELOPMENTAL DISABILITIES. ONE OF THESE INCLUSIVE CLASSROOMS, OUR PRESCHOOL FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING, IS THE ONLY SUCH PROGRAM IN NORTHWESTERN PENNSYLVANIA. UTILIZING OUR RESOURCES FOR THERAPIES AND OTHER SUPPORTS, OUR SCHOOL MAINTAINS CONTRACTS WITH THE ERIE SCHOOL DISTRICT TO PROVIDE PRESCHOOL FOR CHILDREN ELIGIBLE FOR EARLY INTERVENTION. FOR FOUR YEARS WE HAVE PARTICIPATED IN PENNSYLVANIA'S PRE-K COUNTS PROGRAM, RECEIVING A GRANT TO PROVIDE FULL-DAY PRESCHOOL FREE OF CHARGE TO 30 STUDENTS IN ERIE AND CORRY DETERMINED TO BE AT RISK FOR ACADEMIC FAILURE BECAUSE OF SOCIOECONOMIC FACTORS. SOME OF THE ACCOMPLISHMENTS OF THE ELBS INCLUDE:-THE INCREASED USE OF TECHNOLOGY WITH IPADS IN EVERY CLASSROOM FOR TEACHERS AND THERAPISTS TO EXPAND LEARNING OPPORTUNITIES FOR STUDENTS. THE ELIZABETH LEE BLACK SCHOOL RECEIVED THE AWARD FOR LEADERSHIP AND INNOVATION FROM THE NATIONAL ASSOCIATION OF PRIVATE SPECIAL EDUCATION CENTERS FOR THE USE OF TECHNOLOGY IN AN ARTIST-IN-RESIDENCE PROGRAM. STUDENTS CREATED DIGITAL BOOKS, MOVIES, AND ANIMATION TO CREATE THEIR OWN SOCIAL STORIES TO HELP THEM REACH IDENTIFIED GOALS. -INCREASED OPPORTUNITIES FOR GREATER AWARENESS OF THE FINE AND PERFORMING ARTS, WITH EXPERIENCES IN PLAY PRODUCTION, DANCE AND MUSIC.-EXPANDED USE OF TAPIT INTERACTIVE BOARDS TO ASSIST CHILDREN WITH AUTISM AND VISUAL, HEARING OR PHYSICAL DISABILITIES. 13121374 14093636 THROUGH A WIDE RANGE OF ADULT SERVICES IN THE ERIE, PITTSBURGH AND PHILADELPHIA REGIONS, INDIVIDUALS HAVE A CONTINUUM OF CHOICES AND OPPORTUNITIES FOR BUILDING SKILLS AND ACHIEVING GREATER INDEPENDENCE. MOBILE WORK CREWS FROM TRANSITIONAL WORK SERVICES COMPLETE JANITORIAL AND LANDSCAPING DUTIES ON THE BARBER INSTITUTE CAMPUS AS WELL AS AT THE ERIE FEDERAL AND COUNTY COURTHOUSES, STATE POLICE BARRACKS AND 9 OTHER PUBLIC AND PRIVATE COMPANIES. ADULTS IN THE PRE-VOCATIONAL PROGRAMS DEVELOP SKILLS AND EARN INCOME BY COMPLETING LIGHT ASSEMBLY, MANUFACTURING AND MAILING CONTRACTS WITH APPROXIMATELY 26 COMPANIES AROUND THE COUNTRY. THE COMBINED CONTRACTS GENERATE $270,000 IN WAGES TO OUR ADULTS. THESE WAGES RESULT IN $22,000 IN FEDERAL, STATE AND PAYROLL TAXES PAID BACK INTO THE GOVERNMENTAL TREASURIES. SUPPORTED EMPLOYMENT IDENTIFIED JOB OPENINGS AND COACHED ADULTS FOR EMPLOYMENT IN COMPETITIVE, MARKET-BASED JOBS IN THE PRIVATE SECTOR IN NORTHWEST PA AND THE PHILADELPHIA AREAS. CURRENTLY, IN ITS PROGRAM, OVER 100 ADULTS ARE AT WORK IN INDUSTRIES RANGING FROM FOOD SERVICE, MANUFACTURING, CHILD CARE, RETAIL AND JANITORIAL. IN PHILADELPHIA, THE COMMUNITY ENDEAVORS PROGRAM THAT OPENED IN 2009 NOW SERVES NEARLY 92 ADULTS WITH OUTINGS DESIGNED TO BUILD SKILLS AND EXPERIENCE NEW ACTIVITIES IN THEIR COMMUNITY. COMMUNITY HABILITATION SERVICES HAS PROGRAMS TO MEET THE UNIQUE AND CHALLENGING NEEDS OF APPROXIMATELY 400 INDIVIDUALS WHO PRESENT WITH A COMPLEXITY OF ISSUES. THE LEVEL OF CARE IS INCREASED WITH A LOWER STAFF TO INDIVIDUAL RATIO VARYING FROM 1:1 TO 1:6 OFFERING INDIVIDUALS ENHANCED PERSONALIZED SERVICES FOR ASSISTANCE IN GAINING AND MAINTAINING ESSENTIAL LIFE SKILLS; ABILITIES BASED PROGRAMMING TO BUILD ON THEIR STRENGTHS, AS WELL AS A VARIETY OF CHOICES OF ACTIVITIES AND EXPERIENCES TO FOSTER INCREASED INDEPENDENCE. THE COMMUNITY HABILITATION PROGRAM THAT BEGAN IN PITTSBURGH IN 2009 CONTINUED TO GROW, OFFERING ONE-ON-ONE ASSISTANCE TO DEVELOP DAILY LIVING AND SOCIAL SKILLS. SENIORS BENEFIT FROM A POSITIVE AND SOCIAL ENVIRONMENT AT THE LAKESIDE SENIOR CENTER IN ERIE THAT OFFERS ENRICHING OPPORTUNITIES TO RETAIN DAILY LIVING SKILLS AND ESTABLISH STRONG RELATIONSHIPS THROUGH A VARIETY OF MEANINGFUL ACTIVITIES. AS SENIORS, THEY FEEL A GREAT SENSE OF SELF-WORTH WITH THEIR COMMUNITY VOLUNTEERING INVOLVEMENT. HOME AND COMMUNITY HABILITATION SERVICES (REFERRED TO AS "CLUB ERIE") IS A COMMUNITY-CENTERED, CONSUMER DRIVEN SERVICE CURRENTLY SERVING 234 ADULTS. IT IS DESIGNED TO PROVIDE INDIVIDUALS WITH DISABILITIES THE OPPORTUNITIES TO DEVELOP SOCIAL, PROFESSIONAL, AND LEISURE SKILLS THROUGH A VARIETY OF DAILY ACTIVITIES, WHILE INCREASING THEIR COMMUNITY AWARENESS AND KNOWLEDGE OF RESOURCES IN THE COMMUNITY. PUBLIC TRANSPORTATION SKILLS ARE ALSO TAUGHT TO ENABLE INDIVIDUALS TO ACCESS COMMUNITY RESOURCES INDEPENDENTLY TO MEET THEIR GOALS. WITH THESE VARIED EXPERIENCES, MANY INDIVIDUALS ACHIEVE A GREATER SENSE OF SELF-WORTH AND SELF-ACTUALIZATION AND MORE FULLY UNDERSTAND THEIR TRUE POTENTIAL. INDIVIDUALS WITH A MENTAL HEALTH DIAGNOSIS RECEIVE HELP MANAGING THEIR DAILY CHALLENGES IN THE ADULT MENTAL HEALTH PARTIAL HOSPITALIZATION PROGRAM. A MULTI-DISCIPLINARY TEAM USES A PROGRAM OF COGNITIVE BEHAVIORAL THERAPY TO DEVELOP COPING SKILLS, IMPROVE SYMPTOMS AND PROMOTE HEALTHY LIVING PRACTICES. SERVICES ARE SIMILAR TO THE INTENSITY AND SCOPE OF INPATIENT TREATMENT, BUT WITH SIGNIFICANTLY LESS DISRUPTION TO THE INDIVIDUALS AND THEIR FAMILIES. 2452101 687670 THESE REVENUES AND EXPENSES ARE INCURRED FOR OTHER PROGRAM SERVICES INACCORDANCE WITH THE GERTRUDE A. BARBER CENTER, INC. MISSION AND FORADMINISTRATIVE AND INDIRECT COSTS. ADMINISTRATIVE AND INDIRECT COSTS ARE ALLOCATED TO THE PROGRAMS DESCRIBED ABOVE. 2452101 687670 59276713 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 1 95 0 2863 1 0 0 0 0 0 0 0 0 0 0 X 15 14 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X KAREN MCELHINNY 8148745502 100 BARBER PLACE ERIE PA 16507 X DAVID KOZAK PHD DIRECTOR 1.00 X 0 0 0 J SCOTT MCCAIN DIRECTOR 1.00 X 0 0 0 JOSEPH SCHEMBER DIRECTOR 1.00 X 0 0 0 KATHRYN FELION DIRECTOR 1.00 X 0 0 0 MATTHEW MCLAUGHLIN ESQ DIRECTOR 1.00 X 0 0 0 MARY ITA POWER DIRECTOR 1.00 X 0 0 0 JON CACCHIONE DIRECTOR 1.00 X 0 0 0 STEVEN DANCH DIRECTOR 1.00 X 0 0 0 JOHN MCCORMICK DIRECTOR 1.00 X 0 0 0 MICHAEL MARTIN DIRECTOR 1.00 X 0 0 0 CHARLES EISERT EMERITUS 1.00 X 0 0 0 ERNEST LAKE EMERITUS 1.00 X 0 0 0 JOHN J BARBER III PRESIDENT/CEO 48.00 4.00 X X 294292 0 34822 WILLIAM GLOEKLER CHAIRMAN 1.00 X X 0 0 0 ROBERT BRABENDER ESQ VICE CHAIRMAN 1.00 X X 0 0 0 LISA MAAS TREASURER 1.00 X X 0 0 0 DOLORES GARVEY SECRETARY 1.00 X X 0 0 0 ROBERT WILL CHIEF OPERATING OFFICER 55.00 3.00 X 198834 0 23693 DR MAUREEN BARBER-CAREY EX. VICE PRESIDENT 55.00 1.00 X 190573 0 26324 THOMAS ELLIOTT SR VP FOR FINANCE & BUS. DEV. 3.80 1.00 X 36830 0 0 KAREN MCELHINNY CHIEF FINANCIAL OFFICER 55.00 1.00 X 143676 0 15613 VERONICA SKIBICKI VP OF STRATEGIC INFORMATION TECHNOLOGY SERVICES 55.00 1.00 X 125779 0 8062 ELIZABETH DAVIS CHIEF INFORMATION OFFICER 55.00 1.00 X 112543 0 8167 MARY MCNAMARA MD PSYCHIATRIST 37.50 X 184777 0 16324 GARY BUKOWSKI VICE PRESIDENT OF ADVANCEMENT 55.00 0.00 X 161869 0 18771 TRACI GARDNER DIRECTOR PHILADELPHIA REGION 45.00 X 105407 0 21835 1554580 0 173611 9 0 1 0 KRONOS INCORPORATED PO BOX 743208 ATLANTA GA 30374 PAYROLL SOFTWARE 547299 FALLS CENTER MASTER TENANT LLC 2929 ARCH STREET SUITE 1351 PHILADELPHIA PA 19104 RENT 435032 NETWORKING TECHNOLOGIES 3910 CAUGHEY ROAD SUITE 207 ERIE PA 16506 SOFTWARE/IT SUPPORT 275831 VOLT SERVICE GROUP FILE 53102 LOS ANGELES CA 900743102 TEMPORARY STAFFING 197184 ABELE ASSOCIATES III 750 HOLIDAY DRIVE SUITE 570 PITTSBURGH PA 15220 RENT 192926 8 213314 9278650 19817 14800 9511781 RESIDENTIAL SERVICES 623990 35443636 35443636 ADULT PROGRAM SERVICES 624310 14093636 14093636 CHILDREN & YOUTH SERVICES 624100 6977616 6977616 OTHER PROGRAMS 624100 687670 687670 57202558 23209 23209 13676 0 13676 13676 13676 48210 11239 36971 36971 36971 MISCELLANEOUS REVENUE 999999 681948 681948 681948 67470143 57935153 0 23209 1310133 221363 1088770 38869661 35659812 3209849 574464 544448 30016 6798616 6195617 602999 3217344 2901120 316224 35433 65 35368 27726 27726 61561 61561 1721468 1513297 208171 147489 120485 27004 1102446 866068 236378 802248 395750 406498 2778383 2778383 735802 683995 51807 140579 108341 32238 505373 440883 64490 5020337 5020337 1965054 1579852 385202 711842 595202 116640 DIRECT PROGRAM EXPENSES 4223799 4210908 12891 OTHER 402698 333899 68799 HEALTH INSURANCE EXCISE 74002 65664 8338 CONTRIBUTIONS 4150 4150 71230608 59276713 11953895 0 7499588 4300907 2070666 459995 6958720 7858133 33195 40675 636493 776502 54392083 29509288 24712845 24882795 59898 232254 95000 135000 46408 55051 42572808 38281317 7319811 7308789 143522 220125 16995000 16325000 1401301 1373757 128791 232254 25988425 25459925 X 16550280 12814370 34103 7022 16584383 12821392 42572808 38281317 -3760465 -2526 0 X X 0 1 X 1 1 1 X 9688820 8961415 10400170 12513339 9511781 51075525 51671131 52613969 53857114 55391142 57202558 270735914 61359951 61575384 64257284 67904481 66714339 321811439 0 0 0 321811439 26911 21608 27928 20681 36885 134013 26911 21608 27928 20681 36885 134013 1037391 891904 579501 571640 681948 3762384 62424253 62488896 64864713 68496802 67433172 325707836 0.98800 0.98690 0.00040 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2010 AMOUNT: $ 1,037,391. 2011 AMOUNT: $ 891,904. 2012 AMOUNT: $ 579,501. 2013 AMOUNT: $ 571,640. 2014 AMOUNT: $ 681,948. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 61561 61561 0 PART II-B, LINE 1: POLITICAL ACTIVITIES THE DR. GERTRUDE A. BARBER CENTER ENGAGED A THIRD PARTY FIRM TO PERFORM LOBBYING ACTIVITIES RELATING TO THE FUNDING FOR THE APPROVED PRIVATE SCHOOL PROGRAM. 1 1002860 3998603 4017867 983596 0 3494562 3494562 36043134 19471687 16571447 5534414 3667287 1867127 1508720 1102606 406114 7811253 5267708 2543545 24882795 DEFERRED COMPENSATION LIABILITY 232254 232254 67467617 -2526 -2526 67470143 0 67470143 71230608 0 71230608 0 71230608 PART IV, LINE 1B: TO FULFILL ITS VISION AND MISSION, THE CENTER, AS REPRESENTATIVE PAYEE ON BEHALF OF SOME OF ITS CLIENTS, MAINTAINS COMMON TRUSTEE BANK ACCOUNTS FOR THOSE CLIENTS WHO CHOOSE TO HAVE THEIR FUNDS MANAGED BY THE CENTER. DETAILED ACCOUNT ACTIVITY IS MAINTAINED ON A MONTHLY BASIS FOR EACH INDIVIDUAL CLIENT, AND INTEREST AND FEES ON THE FUNDS HELD IN COMMON IS ALLOCATED TO EACH CLIENT BASED UPON THEIR BALANCES HELD AT THE END OF THE MONTH. X X X X X X 1 0 0 0 0 0 0 0 0 JOHN J BARBER III PRESIDENT/CEO 294292 0 0 0 0 0 14797 0 20025 0 329114 0 0 0 ROBERT WILL CHIEF OPERATING OFFICER 198834 0 0 0 0 0 9846 0 13847 0 222527 0 0 0 DR MAUREEN BARBER-CAREY EX. VICE PRESIDENT 190573 0 0 0 0 0 6800 0 19524 0 216897 0 0 0 KAREN MCELHINNY CHIEF FINANCIAL OFFICER 143676 0 0 0 0 0 7549 0 8064 0 159289 0 0 0 MARY MCNAMARA MD PSYCHIATRIST 184777 0 0 0 0 0 8183 0 8141 0 201101 0 0 0 GARY BUKOWSKI VICE PRESIDENT OF ADVANCEMENT 161869 0 0 0 0 0 5223 0 13548 0 180640 0 0 0 PART I, LINE 4A A SENIOR/HIGHLY COMPENSATED EMPLOYEE TERMINATED EMPLOYMENT IN AUGUST 2014 WITH A SEVERANCE AGREEMENT AMOUNT OF $111,274 (WAGES, TAXES, AND BENEFITS). THE NAME HAS NOT BEEN INCLUDED DUE TO THE TERMS OF THE SEVERANCE AGREEMENT. A ERIE COUNTY HOSPITAL AUTHORITY 232302072 2013-02-01 4430000 REFINANCE SERIES 2002 BOND 0 0 0 B ERIE COUNTY HOSPITAL AUTHORITY 232302072 2014-06-01 12765000 REFINANCE SERIES 2000 BOND 0 0 0 A 4430000 1 0 1 1 B 12765000 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 1 B 1 BRIDGET BARBER BOARD MEMBER OF BSS, FOUNDATION, ED. INSTITUTE, WIFE OF JOHN BARBER (CEO) 73283 EMPLOYEE OF GABC 0 EILEEN O'HARE BOARD MEMBER OF BARBER SERVICES SYSTEMS, DAUGHTER OF JOHN BARBER 0 JOHN BARBER IV BOARD MEMBER OF PARENT CO. (BSS), SON OF JOHN BARBER 0 AMY WILL BOARD MEMBER OF IN HOME SERVICES, WIFE OF OFFICER 41415 EMPLOYEE OF GABC 0 CHRIS ELLIOTT BOARD MEMBER OF IN HOME SERIVCES, SON OF OFFICER 61928 EMPLOYEE OF GABC 0 FORM 990, PART VI, SECTION A, LINE 2 SEE DESCRIPTIONS OF TRANSACTIONS WITH FAMILY MEMBERS IN SCHEDULE L OF THE FORM 990. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF GABC'S BOARD OF DIRECTORS ARE APPOINTED BY THE BOARD OF THE BARBER SERVICES SYSTEMS, INC. (BSS). JOHN BARBER, CEO, IS A BOARD MEMBER OF BOTH THE DR. GERTRUDE A. BARBER CENTER, INC. (GABC) AND THE BARBER NATIONAL INSTITUTE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PRESENTED AND REVIEWED BY THE AUDIT AND FINANCE COMMITTEE AND BOARD OF DIRECTORS OF THE DR. GERTRUDE A. BARBER CENTER, INC. AT THEIR REGULARLY SCHEDULED MEETINGS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH GABC'S WRITTEN CONFLICT OF INTEREST POLICY, ALL BOARD MEMBERS ARE ASKED, ON AN ANNUAL BASIS, TO COMPLETE/UPDATE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. THIS FORM REQUIRES THE BOARD MEMBER TO DISCLOSE ANY BUSINESS TRANSACTIONS OR OTHER POTENTIAL MATTERS REQUIRING DISCLOSURE THEY HAVE ENGAGED WITH THE ORGANIZATION OR ANY OTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE DURING THE PAST YEAR. GABC'S CEO REVIEWS ALL RESPONSES TO ENSURE IF REPORTABLE TRANSACTIONS HAVE OCCURRED THAT THEY HAVE BEEN APPROPRIATELY REPORTED. FORM 990, PART VI, SECTION B, LINE 15 GABC HAS AN EXECUTIVE COMPENSATION 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 RETAINS AN INDEPENDENT COMPENSATION CONSULTING FIRM WHICH REVIEWS REGIONAL REMUNERATION DATA FROM TIME TO TIME AND MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE THEN REPORTS ITS ACTIONS TO THE FULL GABC BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS OF THE ORGANIZATION (IRS DETERMINATION LETTER, THE BY-LAWS AND ARTICLES OF INCORPORATION OF GABC, AS WELL AS OUR CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS) ARE ON FILE AT GABC'S CORPORATE OFFICES. IN ACCORDANCE WITH OUR DISCLOSURE POLICY, THESE DOCUMENTS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. OUR GOVERNING DOCUMENTS ARE ALSO ON FILE WITH THE STATE OF PENNSYLVANIA. OUR FINANCIAL REPORTS ARE ON FILE WITH OUR VARIOUS FUNDING SOURCES. PART VII, SECTION A, COLUMN B OFFICERS' HOURS DISCLOSED ARE ESTIMATES OF AVERAGE HOURS WORKED. ACTUAL TIME SPENT WILL VARY AS NEEDED BASED ON THE NEEDS OF THE ORGANIZATION. PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE AUDIT COMMITTEE PROCESS FROM THE PRIOR YEAR. DR GERTRUDE A IN HOME SERVICES INC 100 BARBER PLACE ERIE PA 16507 251790953 PROVIDE SERVICES TO ENABLE DISABLED PERSONS TO REMAIN AT HOME PA 501(C)(3) LINE 9 BARBER SERVICES SYSTEMS INC 1 DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC 100 BARBER PLACE ERIE PA 16507 251755526 EDUCATION OF INTELLECTUAL AND PHYSICAL DISABILITIES PA 501(C)(3) LINE 9 BARBER SERVICES SYSTEMS INC 1 BARBER SERVICES SYSTEMS INC 100 BARBER PLACE ERIE PA 16507 251753144 SUPPORT AND GUIDE NONPROFIT ACTIVITIES FOR OTHER DR. GERTRUDE A. BARBER ORG. PA 501(C)(3) LINE 11B, II 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 11B, II 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 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 DR GERTRUDE A BARBER IN HOME SERVICES INC M 975702 FIXED RATES DR GERTRUDE A BARBER IN HOME SERVICES INC L 379980 CONTRACT DR GERTRUDE A BARBER IN HOME SERVICES INC N INCLUDED IN L DR GERTRUDE A BARBER IN HOME SERVICES INC O INCLUDED IN L DR GERTRUDE A BARBER FOUNDATION INC L 282645 FEE FOR SERVICE DR GERTRUDE A BARBER FOUNDATION INC N INCLUDED IN L DR GERTRUDE A BARBER FOUNDATION INC O INCLUDED IN L DR GERTRUDE A BARBER FOUNDATION INC C 14491 CASH RECEIVED DR GERTRUDE A BARBER FOUNDATION INC B 5020366 CASH PAID DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE L 7735 FEE FOR SERVICE DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE N INCLUDED IN L DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE O INCLUDED IN L DR GERTRUDE A BARBER FOUNDATION INC E 17698757 GUARANTEED LOAN DR GERTRUDE A BARBER IN HOME SERVICES INC E 17698757 GUARANTEED LOAN DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE E 17698757 GUARANTEED LOAN BARBER SERVICES SYSTEMS INC E 17698757 GUARANTEED LOAN BARBER ENTERPRISE SOLUTIONS INC L 4841 CASH PAID