Civic Intelligence

The Barker-Dangerfield Wealth Management Foundation

990 • Fiscal year 2016 • EIN 20-7024792

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 16, 2017

Organization ProfileN/A
Univ Of Idaho PO Box 443161Moscow, ID 83844

(208) 885-6478

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

171%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

89th percentile

$200,013

Higher top officer pay than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,234,968

Up $46,079 (+3.9%) from 2015

Net Assets

Up

$1,234,968

Up $46,079 (+3.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$6,527

Down $28,708 (-129%) from 2015

Expenses

Up

$4,647

Up $3,028 (+187%) from 2015

Net Income

Down

-$11,174

Down $31,736 (-154%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,048,826Liabilities 2011: $0Net Assets 2011: $1,048,8262011Assets 2012: $1,143,577Liabilities 2012: $0Net Assets 2012: $1,143,5772012Assets 2013: $1,172,124Liabilities 2013: $0Net Assets 2013: $1,172,1242013Assets 2014: $1,205,334Liabilities 2014: $0Net Assets 2014: $1,205,3342014Assets 2015: $1,188,889Liabilities 2015: $0Net Assets 2015: $1,188,8892015Assets 2016: $1,234,968Liabilities 2016: $0Net Assets 2016: $1,234,9682016Assets 2017: $1,289,426Liabilities 2017: $0Net Assets 2017: $1,289,4262017Assets 2018: $1,271,077Liabilities 2018: $0Net Assets 2018: $1,271,0772018Assets 2019: $1,287,700Liabilities 2019: $0Net Assets 2019: $1,287,7002019Assets 2020: $1,306,489Liabilities 2020: $0Net Assets 2020: $1,306,4892020Assets 2021: $1,396,158Liabilities 2021: $0Net Assets 2021: $1,396,1582021Assets 2022: $1,278,438Liabilities 2022: $0Net Assets 2022: $1,278,4382022Assets 2023: $1,348,604Liabilities 2023: $0Net Assets 2023: $1,348,6042023

Highlighted filing

2016

Assets$1,234,968
Liabilities$0
Net Assets$1,234,968
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2011: $34,6632011Expenses 2012: $2,9132012Revenue 2013: $30,047Expenses 2013: $1,500Net Income 2013: $28,5472013Revenue 2014: $34,710Expenses 2014: $1,500Net Income 2014: $33,2102014Revenue 2015: $22,181Expenses 2015: $1,619Net Income 2015: $20,5622015Revenue 2016: -$6,527Expenses 2016: $4,647Net Income 2016: -$11,1742016Revenue 2017: -$6,771Expenses 2017: $1,921Net Income 2017: -$8,6922017Revenue 2018: $47,267Expenses 2018: $2,143Net Income 2018: $45,1242018Revenue 2019: $26,336Expenses 2019: $1,817Net Income 2019: $24,5192019Revenue 2020: $26,263Expenses 2020: $475Net Income 2020: $25,7882020Revenue 2021: $31,876Expenses 2021: $534Net Income 2021: $31,3422021Revenue 2022: -$19,186Expenses 2022: $2,910Net Income 2022: -$22,0962022Revenue 2023: $24,606Expenses 2023: $2,552Net Income 2023: $22,0542023

Highlighted filing

2016

Revenue-$6,527
Expenses$4,647
Net Income-$11,174
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$448,681
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,000,000$1,000,000→ $0
Savings and Temporary Cash Investments$617,706$667,561▲ $49,855
Investments Other Securities$548,958$332,054▼ $216,904
Cash and Non-Interest-Bearing Accounts$22,225$235,353▲ $213,128
Rtn Earn Endowment Incm Other Fnds$188,889$234,968▲ $46,079
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,188,889$1,234,968▲ $46,079
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,188,889$1,234,968▲ $46,079
Total Liabilities and Net Assets / Fund Balance$1,188,889$1,234,968▲ $46,079
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Terrance GriebProg DirectorPT$126,048$126,048

Board Members and Trustees

NameTitle
Brett BarkerCo-trustee
Donald E StoutCo-trustee
Mario ReyesCo-trustee
Ron RowenCo-trustee
Rotchford L BarkerCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-6,527
Other Revenue
$0
Change in Net Assets
$-11,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$1,849--$1,849
Fees for Service Investment Mgmnt Fees$871--$871
Fees for Services Accounting$2$350-$352
Other Expenses$1,500$75-$75
Total Functional Expenses$4,222$425$0$4,647
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Rotchford barker and brett barker are father and son respectfully.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board of directors will not review the return. The board does see financial statements prepared by terrance grieb, barker program director.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Barker-dangerfield Wealth Management
EIN
20-7024792
Phone
2088856478
Address
UNIV OF IDAHO PO BOX 443161, MOSCOW, ID 83844

Signing Officer

Name
Terrance Grieb
Title
Prog Director
Signed
2017-10-16

Organization Details

Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Presnell Gage PLLC
Address
609 S Washington Suite 202, Moscow, ID 83843
Preparer
Nick Nicholson
Phone
2088822211
Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTCHFORD BARKER AND BRETT BARKER ARE FATHER AND SON RESPECTFULLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS WILL NOT REVIEW THE RETURN. THE BOARD DOES SEE FINANCIAL STATEMENTS PREPARED BY TERRANCE GRIEB, BARKER PROGRAM DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRANCE GRIEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PROG DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,234,968
Liabilities
$0
Net assets
$1,234,968
Revenue
-$6,527
Expenses
$4,647
Net income
-$11,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.02$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.03$0.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.03$0.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.03$0.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.00$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.00$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.03$0.00$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.03$0.00$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.03