Public Charity

THE BARKER-DANGERFIELD WEALTH MANAGEMENT FOUNDATION

THE BARKER-DANGERFIELD WEALTH MANAGEMENT FOUNDATION, of MOSCOW, ID, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $55K in revenue, $2K in expenses, $1.4M in total assets.

EIN: 207024792 MOSCOW, ID Single Organization Support NTEE: T11 Latest filing: 2024
Total Revenue$55K
Total Expenses$2K
Total Assets$1.4M
Grants Given0
Filing Years2019–2024

Mission

Support the educational objectives of the University of Idaho College of Business and Economics.

Where $100 goes at The Barker-Dangerfield Wealth Management Foundation

How The Barker-Dangerfield Wealth Management Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$35 Programs the work itself
$65 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $35 for programs

$35
Educational --Endowment fund for University of Idaho College of Business and Economics earmarked for an educational program which provides practical "hands on" training in risk management, capital preservation…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

President Brett Barker
CO-TRUSTEE Dean Parella
CO-TRUSTEE Dean Victorvitch
PROG DIRECTOR Duff Bergquist
Vice President Ron Rowen
CO-TRUSTEE Tony Drake

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $55K $2K $1.4M
2023 $25K $3K $1.3M
2022 $-19K $3K $1.3M
2020 $26K $475 $1.3M
2019 $26K $2K $1.3M

Between 2019 and 2024, reported annual revenue grew from $26K to $55K (+109%), with total assets most recently reported at $1.4M.

Interactive year-over-year charts and full filing details available with membership.

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