Davis Phinney Foundation: FY2023 Nonprofit Profile & Form 990 (EIN 20-0813566)

Revenue by fiscal year
FY2020	$4.2M
FY2021	$3.3M
FY2022	$2.9M
FY2023	$3.8M
FY2024	$3.6M

Expenses by fiscal year
FY2020	$2.0M
FY2021	$2.6M
FY2022	$2.9M
FY2023	$3.6M
FY2024	$3.6M

Net assets by fiscal year
FY2020	$4.0M
FY2021	$4.8M
FY2022	$4.3M
FY2023	$4.4M
FY2024	$4.8M

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.

74%

17%

Program services 74% · $2.7M Management & general 8% · $306K Fundraising 17% · $620K

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; $153K paid to officers and key staff.

Part VII, Section A · reportable compensation

Polly Dawkins

Executive Director

$152,701Pt VII · Sec A

Peter Schmidt

Board Vice Chair

$0Pt VII · Sec A

Stephen Chase

Treasurer

$0Pt VII · Sec A

Erica Borenstein

Secretary

$0Pt VII · Sec A

Kara Beasley

Director

$0Pt VII · Sec A

Connie Carpenter-Phinney

Director

$0Pt VII · Sec A

Susan Helm-Murtagh

Board Chair

$0Pt VII · Sec A

Brandon Halcott

Director

$0Pt VII · Sec A

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

Name	FY2024	FY2023	FY2022	FY2021	FY2020
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 programs · $2.1M · in their own filed words · FY2023

01

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.

$943Kprogram 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.

$650Kprogram expense

03

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.

$533Kprogram 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

Uncorked Adventures NfpFY2025$9K

Total grants receivedfrom 1 funder$9K

Grants paid · 19 grants · $813K · 2020–2024

Parkinson Association of the RockiesCO · FY2024$9,000

The Parkinson CouncilPA · FY2023$50,000

Parkinson Association of the RockiesCO · FY2023$20,650

Baudry Therapy CenterFY2023$15,000

Pickleball for Parkinson'sFY2023$5,514

Regents of the University of ColoradoCO · FY2022$99,121

Hartford HospitalCT · FY2022$50,000

The Parkinson CouncilPA · FY2022$45,000

The Young Men's Christian Association of the Capital AreaLA · FY2022$12,500

New Orleans Ballet AssociationLA · FY2022$12,500

Dignity HealthAZ · FY2021$152,864

Hartford HospitalCT · FY2021$50,274

The Parkinson CouncilFY2021$50,000

Parkinson Association of Northern CaliforniaCA · FY2021$25,000

Parkinson's NebraskaNE · FY2021$25,000

Parkinson Association of the RockiesCO · FY2021$21,465

Pedaling for ParkinsonsOH · FY2021$12,374

Regents of the University of ColoradoCO · FY2020$135,132

See all 19 grants →

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$3.8M

Ln 12

Gifts and grantsLn 1h$2.5M

Fees for servicesLn 2g$831K

Investment incomeLn 3$553K

Money outPt IX

$3.6M

Ln 25

Programscol B$2.7M

Managementcol C$306K

Fundraisingcol D$620K

Owns and owesPt X

$4.4M

net assets · Ln 32

Cash and savingsLn 1–2$634K

Total assetsLn 16$5.1M

LiabilitiesLn 26$652K

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$2.5M

Fundraising eventsLn 1c$939K

Fees for servicesLn 2g$831K

Investment incomeLn 3$553K

Gains on assetsLn 7$440K

Total revenueLn 12$3.8M

Assets in detailPt X, end of year

CashLn 1$561K

SavingsLn 2$73K

Cash and savings togetherLn 1–2$634K

InvestmentsLn 11–13$4.2M

Land, buildings, equipmentLn 10c$1K

Other assetsLn 15$120K

Total assetsLn 16$5.1M

LiabilitiesLn 26$652K

Net assetsLn 32$4.4M

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

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$790K	$634K
InvestmentsLn 11–13	$3.9M	$4.2M
Land, buildings, equipmentLn 10c	$2K	$1K
Total assetsLn 16	$5.0M	$5.1M
LiabilitiesLn 26	$676K	$652K
Net assetsLn 32	$4.3M	$4.4M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$184K	$184K
Pay of current officers, directors and key staffLn 5	$153K	$101K	$12K	$40K
Other salaries and wagesLn 7	$1.8M	$1.3M	$131K	$340K
Pension plan contributionsLn 8	$30K	$22K	$2K	$6K
Other employee benefitsLn 9	$96K	$72K	$6K	$19K
Payroll taxesLn 10	$155K	$115K	$10K	$30K
Legal feesLn 11b	$4K	$3K	$97	$659
Accounting feesLn 11c	$29K	$23K	$751	$5K
Investment management feesLn 11f	$32K		$32K
Other fees for servicesLn 11g	$98K	$69K	$1K	$28K
Advertising and promotionLn 12	$25K	$24K	$12	$426
Office expensesLn 13	$3K	$2K	$56	$550
Information technologyLn 14	$312K	$252K	$4K	$56K
OccupancyLn 16	$89K	$80K	$4K	$4K
TravelLn 17	$84K	$78K	$625	$6K
Depreciation, depletion and amortizationLn 22	$600	$474	$12	$114
InsuranceLn 23	$4K	$3K	$79	$747
Other expenses (24a–d)Ln 24	$376K	$211K	$90K	$75K
All other expensesLn 24e	$179K	$158K	$12K	$10K
Total functional expensesLn 25	$3.6M	$2.7M	$306K	$620K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$3.6M	$3.6M	−$6K	$4.8M	990 PDF
FY2023 Viewing	$3.8M	$3.6M	$162K	$4.4M	990 PDF
FY2022	$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 FY2023 990 (6 parts)

Part I · Summary $3,779,269 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $2,386,939$2,507,756

I-9 Program service revenuePrior year $770,813$830,784

I-10 Investment incomePrior year −$107,368$553,323

I-11 Other revenuePrior year −$105,531−$112,594

I-12 Total revenuePrior year $2,944,853$3,779,269

I-13 Grants and similar amounts paidPrior year $358,266$184,387

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $1,699,597$2,198,188

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $841,622$1,235,138

I-18 Total expensesPrior year $2,899,485$3,617,713

I-19 Revenue less expensesPrior year $45,368$161,556

Part VI · Governance 12 of 12 board members independent, no flags

VI-1a Voting members of the governing body12

VI-1b Independent voting members12

VI-2 Family or business relationship among officers or directorsNo

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 $3,779,269 across 8 lines filed

Lines not itemized here account for $15,913 of total revenue; see the IRS return.

VIII-1c Fundraising events$939,261

VIII-1f All other contributions, gifts and grants$1,568,495

VIII-1h Total contributions, gifts and grants$2,507,756

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $814,871$814,871

VIII-3 Investment incomeExcluded from tax $113,602$113,602

VIII-7 Net gain or loss on sales of assetsExcluded from tax $439,721$439,721

VIII-8 Net income from fundraising eventsExcluded from tax −$112,594−$112,594

VIII-12 Total revenueRelated to mission $830,784 · Unrelated business $0 · Excluded from tax $440,729$3,779,269

Part IX · Statement of functional expenses $3,617,713 across 19 lines filed

IX-1 Grants to domestic organizationsPrograms $184,387$184,387

IX-5 Pay of current officers, directors and key staffPrograms $100,783 · Management $12,216 · Fundraising $39,702$152,701

IX-7 Other salaries and wagesPrograms $1,292,648 · Management $131,041 · Fundraising $340,015$1,763,704

IX-8 Pension plan contributionsPrograms $22,435 · Management $1,913 · Fundraising $5,860$30,208

IX-9 Other employee benefitsPrograms $71,651 · Management $6,111 · Fundraising $18,713$96,475

IX-10 Payroll taxesPrograms $115,190 · Management $9,824 · Fundraising $30,086$155,100

IX-11b Legal feesPrograms $3,024 · Management $97 · Fundraising $659$3,780

IX-11c Accounting feesPrograms $23,418 · Management $751 · Fundraising $5,106$29,275

IX-11f Investment management feesManagement $31,650$31,650

IX-11g Other fees for servicesPrograms $69,368 · Management $1,020 · Fundraising $27,705$98,093

IX-12 Advertising and promotionPrograms $24,244 · Management $12 · Fundraising $426$24,682

IX-13 Office expensesPrograms $2,487 · Management $56 · Fundraising $550$3,093

IX-14 Information technologyPrograms $252,323 · Management $4,305 · Fundraising $55,520$312,148

IX-16 OccupancyPrograms $80,039 · Management $4,447 · Fundraising $4,447$88,933

IX-17 TravelPrograms $77,843 · Management $625 · Fundraising $5,725$84,193

IX-22 Depreciation, depletion and amortizationPrograms $474 · Management $12 · Fundraising $114$600

IX-23 InsurancePrograms $3,104 · Management $79 · Fundraising $747$3,930

IX-24 Other expenses (24a–d)Programs $210,598 · Management $90,349 · Fundraising $74,708$375,655

IX-24e All other expensesPrograms $157,666 · Management $11,765 · Fundraising $9,675$179,106

IX-25 Total functional expensesPrograms $2,691,682 · Management $306,273 · Fundraising $619,758$3,617,713

Part X · Balance sheet $5,093,025 assets, 18 lines filed

X-1 Cash, non-interest-bearingStart of year $590,168$560,788

X-2 Savings and temporary cash investmentsStart of year $200,293$73,117

X-4 Accounts receivableStart of year $31,000$30,801

X-9 Prepaid expenses and deferred chargesStart of year $75,512$91,914

X-10c Land, buildings and equipment, netStart of year $1,924$1,324

X-11 Publicly traded securitiesStart of year $3,760,300$3,985,591

X-12 Other securitiesStart of year $150,000$229,000

X-15 Other assetsStart of year $168,253$120,490

X-16 Total assetsStart of year $4,977,450$5,093,025

X-17 Accounts payable and accrued expensesStart of year $136,738$266,089

X-18 Grants payableStart of year $335,269$181,501

X-19 Deferred revenueStart of year $45,000$88,333

X-25 Other liabilitiesStart of year $158,664$115,603

X-26 Total liabilitiesStart of year $675,671$651,526

X-27 Net assets without donor restrictionsStart of year $4,301,779$4,363,655

X-28 Net assets with donor restrictions$77,844

X-32 Total net assets or fund balancesStart of year $4,301,779$4,441,499

X-33 Total liabilities and net assetsStart of year $4,977,450$5,093,025

Part XI · Reconciliation of net assets $4,441,499 net assets at year end

XI-1 Total revenue$3,779,269

XI-2 Total expenses$3,617,713

XI-3 Revenue less expenses$161,556

XI-4 Net assets at start of year$4,301,779

XI-5 Net unrealized gains (losses) on investments−$21,836

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$4,441,499

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Davis Phinney Foundation FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

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

Questions the 990 asks

Programs and updates

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV