Davis Phinney Foundation FY2022 filing

Tax-deductible

Louisville, CO501(c)(3)EIN 20-0813566

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.
78¢ of each $1 spent went to programs.
$146K 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

FY2022 · 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
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$146K
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
3 mo
of spending, in cash
Looks good: 3.3 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
$676K
14% of total assets
Looks good: liabilities are 14% 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
$2.9M
-11% vs prior year
Spent
$2.9M
To programs
78%
Net assets
$4.3M
By yearFY2020–FY2024
Revenue
$2.9M
FY2022▼ -11%
Revenue by fiscal year
FY2020$4.2M
FY2021$3.3M
FY2022$2.9M
FY2023$3.8M
FY2024$3.6M
Expenses
$2.9M
FY2022▲ +13%
Expenses by fiscal year
FY2020$2.0M
FY2021$2.6M
FY2022$2.9M
FY2023$3.6M
FY2024$3.6M
Net assets
$4.3M
FY2022▼ -10%
Net assets by fiscal year
FY2020$4.0M
FY2021$4.8M
FY2022$4.3M
FY2023$4.4M
FY2024$4.8M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

78 cents of each dollar spent went to programs.

Program services 78% · $2.3M Management & general 8% · $221K Fundraising 15% · $426K

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

Who runs it and what they're paid

13 people listed on the 990; $146K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$146,091Pt 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 2No
  • 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.

Provided by the organization

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3 program services account for $1.6M of program spending, described in the organization's own filed words · FY2022.
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.

$796Kprogram expense
02

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.

$425Kprogram expense
03

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.

$364Kprogram expense

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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 FY2022 990, line by line.

1The main four
Money inPt VIII
$2.9M
Ln 12
Gifts and grantsLn 1h$2.4M
Fees for servicesLn 2g$771K
Investment incomeLn 3$87K
Money outPt IX
$2.9M
Ln 25
Programscol B$2.3M
Managementcol C$221K
Fundraisingcol D$426K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$790K
Total assetsLn 16$5.0M
LiabilitiesLn 26$676K
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$2.4M
Noncash giftsLn 1g$10K
Fundraising eventsLn 1c$1.0M
Fees for servicesLn 2g$771K
Investment incomeLn 3$87K
Gains on assetsLn 7−$194K
Total revenueLn 12$2.9M
Assets in detailPt X, end of year
CashLn 1$590K
SavingsLn 2$200K
Cash and savings togetherLn 1–2$790K
InvestmentsLn 11–13$3.9M
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$168K
Total assetsLn 16$5.0M
LiabilitiesLn 26$676K
Net assetsLn 32$4.3M
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 FY22End FY22
Cash and savingsLn 1–2$4.3M$790K
InvestmentsLn 11–13$988K$3.9M
Land, buildings, equipmentLn 10c$10K$2K
Total assetsLn 16$5.4M$5.0M
LiabilitiesLn 26$605K$676K
Net assetsLn 32$4.8M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$355K$355K
Grants and assistance to foreign recipientsLn 3$3K$3K
Pay of current officers, directors and key staffLn 5$146K$96K$12K$38K
Other salaries and wagesLn 7$1.3M$950K$134K$258K
Pension plan contributionsLn 8$24K$17K$3K$4K
Other employee benefitsLn 9$71K$50K$9K$12K
Payroll taxesLn 10$116K$81K$15K$20K
Legal feesLn 11b$5K$3K$1K$908
Accounting feesLn 11c$17K$11K$3K$3K
Investment management feesLn 11f$27K$27K
Other fees for servicesLn 11g$60K$37K$442$22K
Advertising and promotionLn 12$6K$5K$103$977
Office expensesLn 13$4K$4K$26$251
Information technologyLn 14$271K$219K$4K$49K
OccupancyLn 16$96K$86K$5K$5K
TravelLn 17$35K$34K$92$869
Depreciation, depletion and amortizationLn 22$3K$2K$62$589
InsuranceLn 23$2K$2K$41$385
Other expenses (24a–d)Ln 24$261K$254K$947$7K
All other expensesLn 24e$54K$43K$7K$5K
Total functional expensesLn 25$2.9M$2.3M$221K$426K

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 Viewing $2.9M$2.9M$45K$4.3M 990 PDF
FY2021 $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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $2,944,853 across 9 lines filed
Lines not itemized here account for $14,155 of total revenue; see the IRS return.
VIII-1c Fundraising events$1,023,356
VIII-1f All other contributions, gifts and grants$1,363,583
VIII-1g Noncash contributions (included above)$10,400
VIII-1h Total contributions, gifts and grants$2,386,939
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $756,658$756,658
VIII-3 Investment incomeExcluded from tax $86,943$86,943
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$194,311−$194,311
VIII-8 Net income from fundraising eventsExcluded from tax −$105,531−$105,531
VIII-12 Total revenueRelated to mission $770,813 · Unrelated business $0 · Excluded from tax −$212,899$2,944,853
Part IX · Statement of functional expenses $2,899,485 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $355,266$355,266
IX-3 Grants and assistance to foreign recipientsPrograms $3,000$3,000
IX-5 Pay of current officers, directors and key staffPrograms $96,420 · Management $11,687 · Fundraising $37,984$146,091
IX-7 Other salaries and wagesPrograms $950,182 · Management $134,466 · Fundraising $257,635$1,342,283
IX-8 Pension plan contributionsPrograms $17,003 · Management $3,169 · Fundraising $4,174$24,346
IX-9 Other employee benefitsPrograms $49,512 · Management $9,229 · Fundraising $12,154$70,895
IX-10 Payroll taxesPrograms $81,000 · Management $15,100 · Fundraising $19,882$115,982
IX-11b Legal feesPrograms $2,771 · Management $1,061 · Fundraising $908$4,740
IX-11c Accounting feesPrograms $11,275 · Management $3,171 · Fundraising $2,715$17,161
IX-11f Investment management feesManagement $26,816$26,816
IX-11g Other fees for servicesPrograms $36,911 · Management $442 · Fundraising $22,217$59,570
IX-12 Advertising and promotionPrograms $4,850 · Management $103 · Fundraising $977$5,930
IX-13 Office expensesPrograms $4,044 · Management $26 · Fundraising $251$4,321
IX-14 Information technologyPrograms $218,992 · Management $3,600 · Fundraising $48,764$271,356
IX-16 OccupancyPrograms $86,364 · Management $4,798 · Fundraising $4,798$95,960
IX-17 TravelPrograms $33,796 · Management $92 · Fundraising $869$34,757
IX-22 Depreciation, depletion and amortizationPrograms $2,446 · Management $62 · Fundraising $589$3,097
IX-23 InsurancePrograms $1,601 · Management $41 · Fundraising $385$2,027
IX-24 Other expenses (24a–d)Programs $253,981 · Management $947 · Fundraising $6,545$261,473
IX-24e All other expensesPrograms $42,853 · Management $6,584 · Fundraising $4,977$54,414
IX-25 Total functional expensesPrograms $2,252,267 · Management $221,394 · Fundraising $425,824$2,899,485
Part X · Balance sheet $4,977,450 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,185,728$590,168
X-2 Savings and temporary cash investmentsStart of year $3,138,209$200,293
X-4 Accounts receivableStart of year $8,258$31,000
X-9 Prepaid expenses and deferred chargesStart of year $50,543$75,512
X-10c Land, buildings and equipment, netStart of year $9,681$1,924
X-11 Publicly traded securitiesStart of year $988,367$3,760,300
X-12 Other securities$150,000
X-15 Other assetsStart of year $51$168,253
X-16 Total assetsStart of year $5,380,837$4,977,450
X-17 Accounts payable and accrued expensesStart of year $177,415$136,738
X-18 Grants payableStart of year $416,877$335,269
X-19 Deferred revenueStart of year $11,000$45,000
X-25 Other liabilitiesStart of year $0$158,664
X-26 Total liabilitiesStart of year $605,292$675,671
X-27 Net assets without donor restrictionsStart of year $4,775,545$4,301,779
X-32 Total net assets or fund balancesStart of year $4,775,545$4,301,779
X-33 Total liabilities and net assetsStart of year $5,380,837$4,977,450
Part XI · Reconciliation of net assets $4,301,779 net assets at year end
XI-1 Total revenue$2,944,853
XI-2 Total expenses$2,899,485
XI-3 Revenue less expenses$45,368
XI-4 Net assets at start of year$4,775,545
XI-5 Net unrealized gains (losses) on investments−$519,134
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,301,779

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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