Davis Phinney Foundation FY2021 filing

Tax-deductible

Louisville, CO501(c)(3)EIN 20-0813566Revenue $3.3M in FY2021

On file with the IRSdpf.org357 McCaslin Blvd Ste 105, 80027-2951 · Louisville, COTax-exempt since May 2004Publicly supported charity — 170(b)(1)(A)(vi)

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The Davis Phinney foundation's mission is to help people live well with parkinson's. While IT is critical to find a cure for parkinson's, we feel strongly that people living with parkinson's also need information and tools to live well today. The Foundation was founded in 2004 by olympic cyclist Davis Phinney, who was diagnosed with parkinson's in 2000, at the age of 40. Today, Davis is both a role model in the cycling community and an inspiration to the estimated 1 million americans living with parkinson's. We are committed to supporting programs and research that deliver inspiration, information and tools that will enable people living with parkinson's to take more control in managing their parkinson's. The Foundation provides essential information, practical tools and inspiration to people living with parkinson's and funds research closely aligned with our mission - improving the lives of people living with parkinson's.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$120K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $616K a year · 17% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$120K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
20 mo
of spending, in cash
Looks good: 20.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $9K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$605K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.3M
-21% vs prior year
Spent
$2.6M
To programs
74%
Net assets
$4.8M
By yearFY2020–FY2024
Revenue
$3.3M
FY2021▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.2M
FY2021$3.3M
FY2022$2.9M
FY2023$3.8M
FY2024$3.6M
Expenses
$2.6M
FY2021▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.0M
FY2021$2.6M
FY2022$2.9M
FY2023$3.6M
FY2024$3.6M
Net assets
$4.8M
FY2021▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.0M
FY2021$4.8M
FY2022$4.3M
FY2023$4.4M
FY2024$4.8M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $1.9M Management & general 6% · $149K Fundraising 20% · $511K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $120K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$120,256Pt VII · Sec A
Board Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Polly Dawkins$160,654$152,701$146,091$120,256$108,940

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Davis Phinney Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides information and tools to help people live well with Parkinson's.

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Provided by the organization

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3 programs · $1.1M · in their own filed words · FY2021
01

The davis phinney foundation provides a variety of online content including live, recorded, and printed tools and resource materials. Each month, we host live webinars that cover topics critical to helping people live well with parkinson's.

$406Kprogram expense
02

The davis phinney foundation ambassadors share our resources and information throughout their local and regional communities to help people take action and improve their quality of life with parkinson's.

$367Kprogram expense
03

The healthy parkinson's communities initiative of the davis phinney foundation works with grassroots advocates to help inspire and support change at the community level and helps people live well with parkinson's.

$356Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$9K
Grants paid · 19 grants · $813K · 2020–2024
The Parkinson CouncilPA · FY2023$50,000
Baudry Therapy CenterFY2023$15,000
Pickleball for Parkinson'sFY2023$5,514
Hartford HospitalCT · FY2022$50,000
The Parkinson CouncilPA · FY2022$45,000
Dignity HealthAZ · FY2021$152,864
Hartford HospitalCT · FY2021$50,274
The Parkinson CouncilFY2021$50,000
Parkinson's NebraskaNE · FY2021$25,000
Pedaling for ParkinsonsOH · FY2021$12,374
See all 19 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Gifts and grantsLn 1h$2.3M
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$10K
Money outPt IX
$2.6M
Ln 25
Programscol B$1.9M
Managementcol C$149K
Fundraisingcol D$511K
Owns and owesPt X
$4.8M
net assets · Ln 32
Cash and savingsLn 1–2$4.3M
Total assetsLn 16$5.4M
LiabilitiesLn 26$605K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Noncash giftsLn 1g$12K
Fundraising eventsLn 1c$1.1M
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$10K
Gains on assetsLn 7−$2K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
CashLn 1$1.2M
SavingsLn 2$3.1M
Cash and savings togetherLn 1–2$4.3M
InvestmentsLn 11–13$988K
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$51
Total assetsLn 16$5.4M
LiabilitiesLn 26$605K
Net assetsLn 32$4.8M
OperationsPt I, VI
EmployeesI 535
VolunteersI 6422
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$4.2M$4.3M
InvestmentsLn 11–13$988K
Land, buildings, equipmentLn 10c$14K$10K
Total assetsLn 16$4.6M$5.4M
LiabilitiesLn 26$535K$605K
Net assetsLn 32$4.0M$4.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$379K$379K
Grants and assistance to foreign recipientsLn 3$50K$50K
Pay of current officers, directors and key staffLn 5$120K$80K$10K$31K
Other salaries and wagesLn 7$1.1M$711K$87K$274K
Pension plan contributionsLn 8$22K$14K$2K$6K
Other employee benefitsLn 9$50K$36K$5K$9K
Payroll taxesLn 10$111K$68K$15K$29K
Legal feesLn 11b$2K$956$214$855
Accounting feesLn 11c$14K$10K$678$3K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$69K$42K$2K$25K
Advertising and promotionLn 12$3K$3K$46$288
Office expensesLn 13$3K$2K$88$414
Information technologyLn 14$239K$186K$8K$45K
OccupancyLn 16$119K$89K$6K$24K
TravelLn 17$3K$3K$97$585
Depreciation, depletion and amortizationLn 22$3K$3K$169$676
InsuranceLn 23$6K$4K$280$1K
Other expenses (24a–d)Ln 24$234K$178K$201$57K
All other expensesLn 24e$69K$55K$7K$7K
Total functional expensesLn 25$2.6M$1.9M$149K$511K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.6M$3.6M−$6K$4.8M 990 PDF
FY2023 $3.8M$3.6M$162K$4.4M 990 PDF
FY2022 $2.9M$2.9M$45K$4.3M 990 PDF
FY2021 Viewing $3.3M$2.6M$733K$4.8M 990 PDF
FY2020 $4.2M$2.0M$2.1M$4.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $3,307,170 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,914,358$2,338,185
I-9 Program service revenuePrior year $1,298,325$1,053,485
I-10 Investment incomePrior year $19,875$10,084
I-11 Other revenuePrior year −$60,619−$94,584
I-12 Total revenuePrior year $4,171,939$3,307,170
I-13 Grants and similar amounts paidPrior year $162,132$428,738
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,218,884$1,375,115
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $643,244$770,279
I-18 Total expensesPrior year $2,024,260$2,574,132
I-19 Revenue less expensesPrior year $2,147,679$733,038
Part VI · Governance 12 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,307,170 across 9 lines filed
Lines not itemized here account for $4,803 of total revenue; see the IRS return.
VIII-1c Fundraising events$1,064,074
VIII-1f All other contributions, gifts and grants$1,274,111
VIII-1g Noncash contributions (included above)$12,038
VIII-1h Total contributions, gifts and grants$2,338,185
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,048,682$1,048,682
VIII-3 Investment incomeExcluded from tax $12,426$12,426
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$2,342−$2,342
VIII-8 Net income from fundraising eventsExcluded from tax −$94,584−$94,584
VIII-12 Total revenueRelated to mission $1,053,485 · Unrelated business $0 · Excluded from tax −$84,500$3,307,170
Part IX · Statement of functional expenses $2,574,132 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $378,738$378,738
IX-3 Grants and assistance to foreign recipientsPrograms $50,000$50,000
IX-5 Pay of current officers, directors and key staffPrograms $79,750 · Management $9,813 · Fundraising $30,693$120,256
IX-7 Other salaries and wagesPrograms $711,094 · Management $87,495 · Fundraising $273,681$1,072,270
IX-8 Pension plan contributionsPrograms $14,127 · Management $1,671 · Fundraising $5,927$21,725
IX-9 Other employee benefitsPrograms $36,114 · Management $5,063 · Fundraising $8,890$50,067
IX-10 Payroll taxesPrograms $67,552 · Management $14,702 · Fundraising $28,543$110,797
IX-11b Legal feesPrograms $956 · Management $214 · Fundraising $855$2,025
IX-11c Accounting feesPrograms $10,166 · Management $678 · Fundraising $2,712$13,556
IX-11f Investment management feesManagement $5,757$5,757
IX-11g Other fees for servicesPrograms $42,229 · Management $2,229 · Fundraising $24,946$69,404
IX-12 Advertising and promotionPrograms $3,019 · Management $46 · Fundraising $288$3,353
IX-13 Office expensesPrograms $2,151 · Management $88 · Fundraising $414$2,653
IX-14 Information technologyPrograms $186,411 · Management $7,512 · Fundraising $44,799$238,722
IX-16 OccupancyPrograms $89,393 · Management $5,960 · Fundraising $23,838$119,191
IX-17 TravelPrograms $2,656 · Management $97 · Fundraising $585$3,338
IX-22 Depreciation, depletion and amortizationPrograms $2,535 · Management $169 · Fundraising $676$3,380
IX-23 InsurancePrograms $4,206 · Management $280 · Fundraising $1,122$5,608
IX-24 Other expenses (24a–d)Programs $177,680 · Management $201 · Fundraising $56,518$234,399
IX-24e All other expensesPrograms $55,197 · Management $7,011 · Fundraising $6,685$68,893
IX-25 Total functional expensesPrograms $1,913,974 · Management $148,986 · Fundraising $511,172$2,574,132
Part X · Balance sheet $5,380,837 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $682,666$1,185,728
X-2 Savings and temporary cash investmentsStart of year $3,521,648$3,138,209
X-3 Pledges and grants receivableStart of year $300,000$0
X-4 Accounts receivableStart of year $56$8,258
X-9 Prepaid expenses and deferred chargesStart of year $44,253$50,543
X-10c Land, buildings and equipment, netStart of year $13,511$9,681
X-11 Publicly traded securities$988,367
X-15 Other assetsStart of year $4,583$51
X-16 Total assetsStart of year $4,583,943$5,380,837
X-17 Accounts payable and accrued expensesStart of year $150,836$177,415
X-18 Grants payableStart of year $208,598$416,877
X-19 Deferred revenueStart of year $175,733$11,000
X-26 Total liabilitiesStart of year $535,167$605,292
X-27 Net assets without donor restrictionsStart of year $3,730,919$4,775,545
X-28 Net assets with donor restrictionsStart of year $317,857$0
X-32 Total net assets or fund balancesStart of year $4,048,776$4,775,545
X-33 Total liabilities and net assetsStart of year $4,583,943$5,380,837
Part XI · Reconciliation of net assets $4,775,545 net assets at year end
XI-1 Total revenue$3,307,170
XI-2 Total expenses$2,574,132
XI-3 Revenue less expenses$733,038
XI-4 Net assets at start of year$4,048,776
XI-5 Net unrealized gains (losses) on investments−$6,269
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,775,545

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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