Barker-Dangerfield Wealthmanagement Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,449 | 34,663 | −31,214 | 363.1 | 0% |
| 2012 | 157,232 | 2,913 | 154,319 | 4710.9 | 0% |
| 2013 | 30,047 | 1,500 | 28,547 | 9377.0 | 0% |
| 2014 | 34,710 | 1,500 | 33,210 | 9642.7 | 0% |
| 2015 | 22,181 | 1,619 | 20,562 | 8812.0 | 0% |
| 2016 | −6,527 | 4,647 | −11,174 | 3189.1 | 0% |
| 2017 | −6,771 | 1,921 | −8,692 | 8054.7 | 0% |
| 2018 | 47,267 | 2,143 | 45,124 | 7117.6 | 0% |
| 2019 | 26,336 | 1,817 | 24,519 | 8504.3 | 0% |
| 2020 | 26,263 | 475 | 25,788 | 33006.0 | 0% |
| 2021 | 31,876 | 534 | 31,342 | 31374.3 | 0% |
| 2022 | −19,186 | 2,910 | −22,096 | 5271.9 | 0% |
| 2023 | 24,606 | 2,552 | 22,054 | 6341.4 | 0% |
In its most recent public year (2023), this organization brought in $22,054 more than it spent. Its reserves stood at about 6341.4 months of spending, up from 363.1 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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