Nonprofit · EIN 20-7024792
BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION
Also known as BYRON J DANGERFIELD TTEE
Tax-exempt · MOSCOW, ID 83844
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $54,984 | $2,271 | $52,713 | $1,433,569 | $0 | $1,433,569 |
| December 31, 2023 | 990 | $24,606 | $2,552 | $22,054 | $1,348,604 | $0 | $1,348,604 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $54,984
- Net gain from sales of assets
- $44,940
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $625
- Management and general (functional)
- $2,271
Balance sheet and other
- Total assets, start of year
- $1,348,604
- Total assets, end of year
- $1,433,569
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,433,569
- Gross receipts
- $657,946
- Employees
- 0
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEAN VICTORVITCH | CO-TRUSTEE Trustee or director | 0.5 | $0 |
| TONY DRAKE | CO-TRUSTEE Trustee or director | 0.5 | $0 |
| DUFF BERGQUIST | PROG DIRECTOR Trustee or director | 16 | $0 |
| RON ROWEN | Vice President Trustee or director | 0.5 | $0 |
| BRETT BARKER | President Trustee or director | 0.5 | $0 |
| DEAN PARELLA | CO-TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL PARELLA | CO-TRUSTEE Trustee or director | 0.5 | $0 |
| TONY DRAKE | CO-TRUSTEE Trustee or director | 0.5 | $0 |
| TERRANCE GRIEB | PROG DIRECTOR Trustee or director | 16 | $0 |
| RON ROWEN | CO-TRUSTEE Trustee or director | 0.5 | $0 |
| BRETT BARKER | CO-TRUSTEE Trustee or director | 0.5 | $0 |
| LISA VICTORAVICH | CO-TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- UNIV OF IDAHO PO BOX 443161, MOSCOW, ID 83844-0001
- Signed the 990
- TERRANCE GRIEB, PROG DIRECTOR
- Return prepared by
- Presnell Gage PLLC
Mission
Support the educational objectives of the University of Idaho College of Business and Economics.
Program accomplishments
- 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, asset allocation, option trading, futures trading, derivative trading, short sales and similar techniques and disciplines for selected students of the University.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-7024792
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $1,433,569
- Income (IRS master file)
- $657,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $54,984 | $2,271 | $1,433,569 | XML |
| 990 | December 2023 | $24,606 | $2,552 | $1,348,604 | XML |
| 990 | December 2022 | -$19,186 | $2,910 | $1,278,438 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7024792).
Questions about BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION
- What is the EIN of BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION?
- The employer identification number (EIN) of BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION is 20-7024792.
- Is BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $54,984, expenses of $2,271 and total assets of $1,433,569 at year end.
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