Davis Phinney Foundation
- Assets
- $5.0m
- Revenue
- $2.9m
- Investments
- $150.0k
- Employees
- 32
- Location
- Louisville, CO
- Founding
- 05/2004
- Data as of
- 12/2022
- EIN
- 20-0813566
Organization Overview
Davis Phinney Foundation is located in Louisville, CO. The organization was established in 2004. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2022, Davis Phinney Foundation employed 32 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Davis Phinney Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Davis Phinney Foundation generated $2.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $2.9m during the year ending 12/2022. While expenses have increased by 8.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Davis Phinney Foundation has awarded 34 individual grants totaling $1,228,451. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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. IN ADDITION TO THESE LIVE WEBINARS, WE PRODUCE RECORDED CONTENT ON A MONTHLY BASIS AND HAVE AN EXTENSIVE AND GROWING LIBRARY OF VIDEOS FOR ON-DEMAND VIEWING. THE VICTORY SUMMIT EVENT HAS GONE VIRTUAL TO REACH MORE PEOPLE THAN EVER BEFORE WITH INFORMATION AND INSPIRATION TO LIVE WELL TODAY. OUR BLOG SERIES PROVIDES REGULAR UPDATES ON WHAT IS HAPPENING WITH RESEARCH, MEDICATION, EXERCISE, NUTRITION, AND MORE ALL RELATED TO QUALITY OF LIFE WITH PARKINSON'S.
THE FOUNDATION ALSO HAS SERVERAL SMALLER PROGRAMS INCLUDING COMMUNITY PARTNERSHIPS.
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. OUR AMBASSADORS ARE ADVOCATES FOR LIVING WELL AND ARE AVAILABLE TO DISCUSS TOOLS AND STRATEGIES FOR IMPROVING QUALITY OF LIFE WITH SUPPORT GROUPS, INDIVIDUALS, FAMILIES AND HEALTHCARE PROFESSIONALS. AMBASSADORS SPEAK ON THE SUBJECT OF WELLNESS AT LOCAL PARKINSON'S EVENTS AND SUPPORT GROUPS, AND THEY ALSO MEET ONE-ON-ONE WITH INDIVIDUALS AND FAMILIES.
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. THE FOUNDATION PROVIDES STAFF SUPPORT, EDUCATIONAL RESOURCES, PRINT MATERIALS, MENTORSHIP, AND LEARNING/CONVENING OPPORTUNITIES FOR THE INDIVIDUALS AND ORGANIZATIONS PARTICIPATING IN THIS INITIATIVE. IN ADDITION, THE INITIATIVE INCLUDES A COMMUNITY GRANTS PROGRAM WHICH FUNDS LOCAL INITIATIVES WITH A FOCUS ON ACCESS, AWARENESS, HEALTH LITERACY, AND NEW AND ONGOING PROGRAMS THAT HELP PEOPLE LIVE WELL WITH PARKINSON'S.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan Helm-Murtagh Board Chair | OfficerTrustee | 8 | $0 |
Peter Schmidt Board Vice Chair | OfficerTrustee | 4 | $0 |
Stephen Chase Treasurer | OfficerTrustee | 4 | $0 |
Erica Borenstein Secretary | OfficerTrustee | 2 | $0 |
Kara Beasley Director | Trustee | 2 | $0 |
David Leventhal Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $1,023,356 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,363,583 |
| Noncash contributions included in lines 1a–1f | $10,400 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,386,939 |
| Total Program Service Revenue | $770,813 |
| Investment income | $86,943 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$194,311 |
| Net Income from Fundraising Events | -$105,531 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,944,853 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $355,266 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $3,000 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $146,091 |
| Compensation of current officers, directors, key employees. | $11,687 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,342,283 |
| Pension plan accruals and contributions | $24,346 |
| Other employee benefits | $70,895 |
| Payroll taxes | $115,982 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,740 |
| Fees for services: Accounting | $17,161 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $26,816 |
| Fees for services: Other | $59,570 |
| Advertising and promotion | $5,930 |
| Office expenses | $4,321 |
| Information technology | $271,356 |
| Royalties | $0 |
| Occupancy | $95,960 |
| Travel | $34,757 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,097 |
| Insurance | $2,027 |
| All other expenses | $54,414 |
| Total functional expenses | $2,899,485 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $590,168 |
| Savings and temporary cash investments | $200,293 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $31,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $75,512 |
| Net Land, buildings, and equipment | $1,924 |
| Investments—publicly traded securities | $3,760,300 |
| Investments—other securities | $150,000 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $168,253 |
| Total assets | $4,977,450 |
| Accounts payable and accrued expenses | $136,738 |
| Grants payable | $335,269 |
| Deferred revenue | $45,000 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $158,664 |
| Total liabilities | $675,671 |
| Net assets without donor restrictions | $4,301,779 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,977,450 |
Grants Awarded
Over the last fiscal year, Davis Phinney Foundation has awarded $219,121 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
THE PARKINSON COUNCIL PURPOSE: COMMUNITY GRANT | $45,000 |
NEW ORLEANS BALLET ASSOCCIATION PURPOSE: COMMUNITY GRANT | $12,500 |
HARTFORD HOSPITAL PURPOSE: COMMUNITY GRANT | $50,000 |
UNIVERSITY OF COLORADO - ANSCHUTZ PURPOSE: RESEARCH GRANT | $99,121 |
YMCA OF CAPITAL REGION PURPOSE: COMMUNITY GRANT | $12,500 |