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
| Metric | Value |
|---|---|
| Total Revenue | $724K |
| Total Expenses | $3K |
| Program Spending | 90% |
| Net Assets | $1.3M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Barker Dangerfield Wealthmanagement Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Barker Dangerfield Wealthmanagement Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Barker Dangerfield Wealthmanagement Foundation in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $25K and expenses of $3K.
Revenue and Expenses
Barker Dangerfield Wealthmanagement Foundation reported $25K in revenue and $3K in expenses, a surplus of $22K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 2 red flags, and 5 strengths are shown from structured and AI review.
Is Barker Dangerfield Wealthmanagement Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $2K (90%) |
Across stored filings, Barker Dangerfield Wealthmanagement Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 13 stored filing years |
| Peer context | Compare with Tunney Foundation | Idaho and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
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Local and Sector Spokes
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Moscow, ID nonprofitsPhilanthropy in Idaho
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Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
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Keep the Investigation Moving
Barker Dangerfield Wealthmanagement Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
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.
Organization Overview
Barker Dangerfield Wealthmanagement Foundation is a small nonprofit that has been operating for 18 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 17.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $25K |
| Total Expenses | $3K |
| Surplus / Deficit | +$22K |
| Total Assets | $1.3M |
| Net Assets | $1.3M |
| Operating Margin | 89.6% |
| Months of Reserves | 6341.4 months |
Financial Health Grade: A
In 2023, Barker Dangerfield Wealthmanagement Foundation reported a surplus of $22K with revenue exceeding expenses, holds 6341.4 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Barker Dangerfield Wealthmanagement Foundation's revenue has grown at a compound annual growth rate (CAGR) of 17.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -160.2% | +444.9% | -8.4% |
| 2021 | +21.4% | +12.4% | +6.9% |
| 2020 | -0.3% | -73.9% | +1.5% |
| 2019 | -44.3% | -15.2% | +1.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2008 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
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.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $22K, with revenue exceeding expenses.
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
Is Barker Dangerfield Wealthmanagement Foundation a legitimate charity?
Barker Dangerfield Wealthmanagement Foundation (EIN: 207024792) is a registered tax-exempt nonprofit based in Idaho. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $724K. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Barker Dangerfield Wealthmanagement Foundation spend its money?
Barker Dangerfield Wealthmanagement Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Barker Dangerfield Wealthmanagement Foundation tax-deductible?
Barker Dangerfield Wealthmanagement Foundation is registered as a tax-exempt nonprofit (EIN: 207024792). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Barker Dangerfield Wealthmanagement Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Barker Dangerfield Wealthmanagement Foundation is above average for NTEE category T11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Barker Dangerfield Wealthmanagement Foundation located?
Barker Dangerfield Wealthmanagement Foundation is headquartered in Moscow, Idaho and files with the IRS under EIN 207024792. It is classified under NTEE code T11.
How many years of IRS 990 filings does Barker Dangerfield Wealthmanagement Foundation have?
Barker Dangerfield Wealthmanagement Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $724K in total revenue.
What are the primary grant-making activities or beneficiaries of the foundation?
The provided data does not detail the specific grant recipients or program areas, only that the organization is classified under NTEE T11, indicating it is a private grant-making foundation.
Why does the foundation report negative revenue in some years?
Negative revenue, as seen in 2022 ($-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. % | |
|---|---|---|---|---|---|---|
| 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.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Barker Dangerfield Wealthmanagement Foundation:
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.