DAVIS PHINNEY FOUNDATION

EIN: 200813566 501(c)(3)

LOUISVILLE, CO

Total Revenue
$3,779,269
Total Expenses
$3,617,713
Total Assets
$5,093,025
Net Assets
$4,441,499
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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
OH
Principal Officer
POLLY DAWKINS
Phone
8663580285
Tax Period
2023-01-01 to 2023-12-31

DAVIS PHINNEY FOUNDATION, founded in 2004, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $3.6M left a modest 4% surplus.

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 MEDAL-WINNER AND CYCLING GREAT 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 REASEARCH CLOSELY ALIGNED WITH OUR MISSION - IMPROVING THE LIVES OF PEOPLE LIVING WITH PARKINSON'S.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,507,756
Program Service Revenue $830,784
Investment Income $553,323
Other Revenue $-112,594
TOTAL REVENUE $3,779,269

Expense Breakdown

Grants Paid $184,387
Salaries & Benefits $2,198,188
Fundraising Expenses $619,758
Program Expenses $2,691,682
Other Expenses $1,235,138
TOTAL EXPENSES $3,617,713

Year-over-Year Comparison

2023 2022 Change
Revenue $3,779,269 $2,944,853 +0.3%
Expenses $3,617,713 $2,899,485 +0.2%
Net Income $161,556 $45,368 +2.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
36
Volunteers
510

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$155,755
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN HELM-MURTAGH BOARD CHAIR 2.00
Officer Director
$0 $0 $0
PETER SCHMIDT BOARD VICE CHAIR 2.00
Officer Director
$0 $0 $0
STEPHEN CHASE TREASURER 2.00
Officer Director
$0 $0 $0
ERICA BORENSTEIN SECRETARY 2.00
Officer Director
$0 $0 $0
KARA BEASLEY DIRECTOR 1.00
Director
$0 $0 $0
CONNIE CARPENTER-PHINNEY DIRECTOR 2.00
Director
$0 $0 $0
WISSAM DEEB MD DIRECTOR 1.00
Director
$0 $0 $0
BRANDON HALCOTT DIRECTOR 1.00
Director
$0 $0 $0
KEVIN KWOK DIRECTOR 2.00
Director
$0 $0 $0
DAVID LEVENTHAL DIRECTOR 1.00
Director
$0 $0 $0
SOANIA MATHUR DIRECTOR 1.00
Director
$0 $0 $0
GLEN SIBLEY DIRECTOR 1.00
Director
$0 $0 $0
POLLY DAWKINS EXECUTIVE DIRECTOR 40.00
Officer
$152,701 $3,054 $155,755
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $3,779,269 $3,617,713 $5,093,025 $161,556
2022 $2,944,853 $2,899,485 $4,977,450 $45,368
2021 $3,307,170 $2,574,132 $5,380,837 $733,038
2020 $4,171,939 $2,024,260 $4,583,943 $2,147,679
2019 $2,896,586 $2,562,903 $2,224,441 $333,683
2018 $2,524,785 $2,329,574 $2,216,699 $195,211
2018 $2,524,785 $2,329,574 $2,216,699 $195,211
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