Barker Dangerfield Wealthmanagement Foundation

Barker Dangerfield Wealthmanagement Foundation maintains stable assets with minimal expenses and no executive compensation.

EIN: 207024792 · Moscow, ID · NTEE: T11 · Updated: 2026-03-28

$724KRevenue

$1.3MAssets

85/100Mission Score (Excellent)

T11

About Barker Dangerfield Wealthmanagement Foundation

Barker Dangerfield Wealthmanagement Foundation (EIN: 207024792) is a nonprofit organization based in Moscow, ID, classified under NTEE code T11. The organization reported total revenue of $724K and total assets of $1.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Barker Dangerfield Wealthmanagement Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Barker Dangerfield Wealthmanagement Foundation exhibits a unique financial profile, primarily functioning as a grant-making private foundation as indicated by its NTEE code T11. Its financial health appears stable with consistent assets, reaching $1,348,604 in 2023, and no reported liabilities across all filings, suggesting strong financial solvency. However, the organization's revenue generation is highly variable, including negative revenue years like -$19,186 in 2022 and -$6,771 in 2017, which is unusual for a typical public charity but can occur in private foundations due to investment losses or specific accounting treatments. 

Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, which are not explicitly provided in the summary data. Given the very low reported expenses relative to assets and revenue (e.g., $2,552 in expenses against $24,606 revenue in 2023), it suggests that the foundation primarily holds and distributes funds rather than incurring significant operational costs. The consistent zero officer compensation across all filings indicates a volunteer-led or very lean operational structure, contributing to low administrative overhead. 

Transparency appears adequate based on the consistent filing of IRS Form 990s over 13 periods. The absence of officer compensation is a positive indicator for donor confidence regarding executive pay. However, without a more granular breakdown of how the minimal expenses are allocated between program services, administration, and fundraising, a complete picture of spending efficiency and program impact remains somewhat obscured. The foundation's primary function as a grant-maker means its 'program spending' would largely be its grants paid, which isn't detailed here.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Barker Dangerfield Wealthmanagement Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 10%
programs: 90%
fundraising: 0%

According to IRS 990 filings, Barker Dangerfield Wealthmanagement Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation has consistently been reported as 0% across all available filings, indicating that the organization's leadership is entirely volunteer-based or compensated through other means not reported as officer compensation, which is highly favorable for a foundation of its asset size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Barker Dangerfield Wealthmanagement Foundation's IRS 990 filings:

Highly variable and sometimes negative revenue, which could indicate reliance on volatile investment income.
Lack of detailed program spending breakdown in the provided summary data, making it hard to assess direct impact.

Strengths

The following positive indicators were identified for Barker Dangerfield Wealthmanagement Foundation:

Consistent asset base over $1 million, indicating financial stability.
Zero reported liabilities across all filings, demonstrating strong financial health.
No officer compensation reported, suggesting efficient use of funds and volunteer leadership.
Very low operational expenses relative to assets, indicating a lean administrative structure.
Consistent IRS 990 filing history, demonstrating transparency and compliance.

Frequently Asked Questions about Barker Dangerfield Wealthmanagement Foundation

What are the primary grant-making activities or beneficiaries of the foundation?

The provided data does not detail the specific grant recipients or program areas, only that the organization is classified under NTEE T11, indicating it is a private grant-making foundation.

Why does the foundation report negative revenue in some years?

Negative revenue, as seen in 2022 ($-19,186) and 2017 ($-6,771), can occur in private foundations due to investment losses or specific accounting adjustments related to their investment portfolios, which are often their primary source of income.

How does the foundation manage its assets with such low reported expenses?

The foundation likely outsources asset management or relies on pro bono services, given its minimal reported expenses (e.g., $2,552 in 2023) and consistent asset base of over $1 million, suggesting a lean operational model focused on asset preservation and distribution.

Filing History

IRS 990 filing history for Barker Dangerfield Wealthmanagement Foundation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Barker Dangerfield Wealthmanagement Foundation's revenue has grown by 613.4%, moving from $3K to $25K. Total assets increased by 28.6% over the same period, from $1.0M to $1.3M. Total functional expenses fell by 92.6%, from $35K to $3K. In its most recent filing year (2023), Barker Dangerfield Wealthmanagement Foundation reported a surplus of $22K, with revenue exceeding expenses.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$25K	$3K	$1.3M	$0	—	—
2022	$-19,186	$3K	$1.3M	$0	—	View 990
2021	$32K	$534	$1.4M	$0	—	—
2020	$26K	$475	$1.3M	$0	—	View 990
2019	$26K	$2K	$1.3M	$0	—	View 990
2018	$47K	$2K	$1.3M	$0	—	View 990
2017	$-6,771	$2K	$1.3M	$0	—	View 990
2016	$-6,527	$5K	$1.2M	$0	—	View 990
2015	$22K	$2K	$1.2M	$0	—	View 990
2014	$35K	$2K	$1.2M	$0	—	View 990
2013	$30K	$2K	$1.2M	$0	—	View 990
2012	$157K	$3K	$1.1M	$0	—	View 990
2011	$3K	$35K	$1.0M	$0	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $25K, expenses of $3K, and assets of $1.3M.
2022: Revenue of $-19,186, expenses of $3K, and assets of $1.3M (revenue -160.2% year-over-year).
2021: Revenue of $32K, expenses of $534, and assets of $1.4M (revenue +21.4% year-over-year).
2020: Revenue of $26K, expenses of $475, and assets of $1.3M (revenue -0.3% year-over-year).
2019: Revenue of $26K, expenses of $2K, and assets of $1.3M (revenue -44.3% year-over-year).
2018: Revenue of $47K, expenses of $2K, and assets of $1.3M.
2017: Revenue of $-6,771, expenses of $2K, and assets of $1.3M.
2016: Revenue of $-6,527, expenses of $5K, and assets of $1.2M (revenue -129.4% year-over-year).
2015: Revenue of $22K, expenses of $2K, and assets of $1.2M (revenue -36.1% year-over-year).
2014: Revenue of $35K, expenses of $2K, and assets of $1.2M (revenue +15.5% year-over-year).
2013: Revenue of $30K, expenses of $2K, and assets of $1.2M (revenue -80.9% year-over-year).
2012: Revenue of $157K, expenses of $3K, and assets of $1.1M (revenue +4458.8% year-over-year).
2011: Revenue of $3K, expenses of $35K, and assets of $1.0M.

Data Sources and Methodology

This transparency report for Barker Dangerfield Wealthmanagement Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.