Nonprofit · EIN 20-0813566
DAVIS PHINNEY FOUNDATION
Tax-exempt · LOUISVILLE, CO 80027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,589,340 | $3,595,235 | -$5,895 | $5,161,515 | $349,385 | $4,812,130 |
| December 31, 2023 | 990 | $3,779,269 | $3,617,713 | $161,556 | $5,093,025 | $651,526 | $4,441,499 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,852,650
- Program service revenue
- $664,107
- Investment income
- $141,980
- Net gain from sales of assets
- $23,894
- Net income from fundraising events
- -$75,088
- Other revenue
- -$69,397
Expenses
- Grants and similar amounts paid
- $13,485
- Compensation of officers, directors and key employees
- $160,654
- Other salaries and wages
- $1,818,922
- Salaries, compensation and benefits (total)
- $2,278,334
- Professional fundraising fees
- $0
- Legal fees
- $11,024
- Accounting fees
- $33,041
- Occupancy
- $98,686
- Travel
- $53,353
- Depreciation
- $600
- Program services (functional)
- $2,829,289
- Management and general (functional)
- $217,002
- Fundraising (functional)
- $548,944
Balance sheet and other
- Total assets, start of year
- $5,093,025
- Total assets, end of year
- $5,161,515
- Total liabilities, end of year
- $349,385
- Net assets, end of year
- $4,812,130
- Land, buildings and equipment
- $724
- Publicly traded securities
- $3,908,803
- Net assets without donor restrictions
- $4,804,546
- Net assets with donor restrictions
- $7,584
- Gross unrelated business income
- $5,691
- Gross receipts
- $6,975,830
- Employees
- 35
- Volunteers
- 422
- Year formed
- 2004
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| POLLY DAWKINS | EXECUTIVE DIRECTOR Officer | 40 | $160,654 | $3,213 |
| SUSAN HELM-MURTAGH | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PETER SCHMIDT | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEPHEN CHASE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ERICA BORENSTEIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KARA BEASLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CONNIE CARPENTER-PHINNEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WISSAM DEEB MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON HALCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN KWOK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID LEVENTHAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SOANIA MATHUR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLEN SIBLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLINE GOOSMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| POLLY DAWKINS | EXECUTIVE DIRECTOR Officer | 40 | $152,701 | $3,054 |
| SUSAN HELM-MURTAGH | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PETER SCHMIDT | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEPHEN CHASE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ERICA BORENSTEIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KARA BEASLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CONNIE CARPENTER-PHINNEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WISSAM DEEB MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON HALCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN KWOK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID LEVENTHAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SOANIA MATHUR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLEN SIBLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 357 MCCASLIN BLVD STE 105, LOUISVILLE, CO 80027-2951
- In care of
- % POLLY DAWKINS
- Principal officer (990 for 2024)
- POLLY DAWKINS, 357 S MCCASLIN BOULEVARD SUITE 105, LOUISVILLE, CO 80027
- Signed the 990
- POLLY DAWKINS, EXECUTIVE DIRECTOR
- Phone
- (866) 358-0285
- Website
- WWW.DPF.ORG
- Return prepared by
- BROCK AND COMPANY CPAS PC
Mission
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.
Program accomplishments
- THE DAVIS PHINNEY FOUNDATION PROVIDES A VARIETY OF EDUCATIONAL RESOURCES, INCLUDING LIVE WEBINARS, RECORDED VIDEOS, PRINTED TOOLS, AND ONLINE CONTENT TO HELP PEOPLE LIVE WELL WITH PARKINSON'S. EACH MONTH, WE HOST LIVE WEBINARS THAT COVER TOPICS CRITICAL TO QUALITY OF LIFE WITH PARKINSON'S. WE ALSO PRODUCE RECORDED CONTENT ON A MONTHLY BASIS AND MAINTAIN AN EXTENSIVE LIBRARY OF ON-DEMAND VIDEOS. OUR BLOG SERIES PROVIDES REGULAR UPDATES ON RESEARCH, MEDICATION, EXERCISE, NUTRITION, AND OTHER RELEVANT TOPICS. OUR FLAGSHIP RESOURCE, THE EVERY VICTORY COUNTS MANUAL, IS A COMPREHENSIVE GUIDE TO LIVING WELL WITH PARKINSON'S AND IS AVAILABLE IN MULTIPLE FORMATS, INCLUDING PRINT AND DIGITAL.Expenses $565,858 · revenue $133,960
- THE DAVIS PHINNEY FOUNDATION AMBASSADORS SHARE RESOURCES AND INFORMATION IN THEIR LOCAL COMMUNITIES TO HELP PEOPLE IMPROVE THEIR QUALITY OF LIFE WITH PARKINSON'S. OUR AMBASSADORS ENGAGE WITH SUPPORT GROUPS, INDIVIDUALS, FAMILIES, AND HEALTHCARE PROFESSIONALS TO PROVIDE EDUCATION AND ENCOURAGEMENT. THEY ALSO PRESENT AT LOCAL EVENTS AND OFFER ONE-ON-ONE SUPPORT TO PEOPLE LIVING WITH PARKINSON'S AND THEIR CARE PARTNERS.Expenses $622,444 · revenue $147,356
- THE HEALTHY PARKINSON'S COMMUNITIES INITIATIVE HAS SUPPORTED COMMUNITY-BASED ADVOCATES THROUGH STAFF SUPPORT, EDUCATIONAL RESOURCES, PRINT MATERIALS, MENTORSHIP, AND GRANTS FOR LOCAL PROJECTS. IN 2024, THE FOUNDATION BEGAN TO PHASE DOWN THIS PROGRAM TO FOCUS ON OTHER STRATEGIC PRIORITIES.IN 2024, THE DAVIS PHINNEY FOUNDATION LAUNCHED THE UPDATED PEDALING FOR PARKINSON'S PROGRAM NATIONALLY, FOLLOWING ITS TRANSITION TO FOUNDATION LEADERSHIP IN 2023. THIS INDOOR CYCLING PROGRAM IS DESIGNED TO HELP PEOPLE WITH PARKINSON'S MANAGE SYMPTOMS THROUGH EXERCISE. UNDER THE FOUNDATION'S LEADERSHIP, THE PROGRAM WAS ENHANCED WITH A NEW CURRICULUM, TRAINING MODEL, AND COMMUNITY ENGAGEMENT STRATEGY. THE FOUNDATION ALSO OFFERS ONLINE PEDALING FOR PARKINSON'S CLASSES FOR INDIVIDUALS WHO DO NOT HAVE A LOCAL PROGRAM OR WHO CANNOT PHYSICALLY ATTEND IN-PERSON CLASSES. PEDALING FOR PARKINSON'S CLASSES NOW SERVE AS A CONSISTENT POINT OF CONNECTION PROVIDING PARTICIPANTS WITH PROVEN EXERCISE BENEFITS AND LINKING THEM TO ADDITIONAL FOUNDATION RESOURCES, COMMUNITY SUPPORT, AND INFORMATION ABOUT LIVING WELL WITH PARKINSON'S.Expenses $848,787 · revenue $200,939
- THE FOUNDATION ALSO HAS SERVERAL SMALLER PROGRAMS INCLUDING COMMUNITY PARTNERSHIPS.Expenses $792,200 · grants $13,485 · revenue $181,852
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0813566
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,161,515
- Income (IRS master file)
- $6,975,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,589,340 | $3,595,235 | $5,161,515 | IRS |
| 990 | December 2023 | $3,779,269 | $3,617,713 | $5,093,025 | XML |
| 990 | December 2022 | $2,944,853 | $2,899,485 | $4,977,450 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0813566).
Questions about DAVIS PHINNEY FOUNDATION
- What is the EIN of DAVIS PHINNEY FOUNDATION?
- The employer identification number (EIN) of DAVIS PHINNEY FOUNDATION is 20-0813566.
- Is DAVIS PHINNEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to DAVIS PHINNEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DAVIS PHINNEY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DAVIS PHINNEY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVIS PHINNEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of DAVIS PHINNEY FOUNDATION?
- The 990 for the year ended December 31, 2024 names POLLY DAWKINS.
- Who are the officers and directors of DAVIS PHINNEY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $160,654 (POLLY DAWKINS, EXECUTIVE DIRECTOR).
- How much revenue does DAVIS PHINNEY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,589,340, expenses of $3,595,235 and total assets of $5,161,515 at year end.
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