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Nonprofiteer
← DAVIS PHINNEY FOUNDATION

Form 990 for tax year 2022

Filed by DAVIS PHINNEY FOUNDATION.

Totals

Total revenue
$2,944,853
Total expenses
$2,899,485
Contributions and grants received
$2,386,939
Grants paid
$358,266
Program service revenue
$770,813
Investment income
-$107,368
Other revenue
-$105,531
Total assets, end of year
$4,977,450
Total liabilities, end of year
$675,671
Net assets or fund balances, end of year
$4,301,779
Program services expenses (Part IX)
$2,252,267
Management and general expenses
$221,394
Fundraising expenses
$425,824
Program service expenses (Part III)
$2,252,267

Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,023,356

  • 1f · All other contributions, gifts and grants

    $1,363,583

  • 1g · Noncash contributions included above

    $10,400

  • 2a · Program service revenue: SPONSORSHIPS

    total $756,658 · related or exempt $756,658

  • 2f · All other program service revenue

    total $14,155 · related or exempt $14,155

  • 3 · Investment income

    total $86,943 · excluded $86,943

  • 7a · Gross sales of assets other than inventory

    securities $2,930,122

  • 7b · Less cost or other basis and sales expenses

    securities $3,119,773 · other assets $4,660

  • 7c · Gain or loss

    securities -$189,651 · other assets -$4,660

  • 7d · Net gain or loss

    total -$194,311 · excluded -$194,311

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $1,023,356

  • 8b · Fundraising events: direct expenses

    $105,531

  • 8c · Net income from fundraising events

    total -$105,531 · excluded -$105,531

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $355,266 · program services $355,266

  • 3 · Grants to foreign organizations and individuals

    total $3,000 · program services $3,000

  • 5 · Compensation of officers, directors and key employees

    total $146,091 · program services $96,420 · management and general $11,687 · fundraising $37,984

  • 7 · Other salaries and wages

    total $1,342,283 · program services $950,182 · management and general $134,466 · fundraising $257,635

  • 8 · Pension plan contributions

    total $24,346 · program services $17,003 · management and general $3,169 · fundraising $4,174

  • 9 · Other employee benefits

    total $70,895 · program services $49,512 · management and general $9,229 · fundraising $12,154

  • 10 · Payroll taxes

    total $115,982 · program services $81,000 · management and general $15,100 · fundraising $19,882

  • 11b · Fees: legal

    total $4,740 · program services $2,771 · management and general $1,061 · fundraising $908

  • 11c · Fees: accounting

    total $17,161 · program services $11,275 · management and general $3,171 · fundraising $2,715

  • 11f · Fees: investment management

    total $26,816 · management and general $26,816

  • 11g · Fees: other

    total $59,570 · program services $36,911 · management and general $442 · fundraising $22,217

  • 12 · Advertising and promotion

    total $5,930 · program services $4,850 · management and general $103 · fundraising $977

  • 13 · Office expenses

    total $4,321 · program services $4,044 · management and general $26 · fundraising $251

  • 14 · Information technology

    total $271,356 · program services $218,992 · management and general $3,600 · fundraising $48,764

  • 16 · Occupancy

    total $95,960 · program services $86,364 · management and general $4,798 · fundraising $4,798

  • 17 · Travel

    total $34,757 · program services $33,796 · management and general $92 · fundraising $869

  • 22 · Depreciation, depletion and amortization

    total $3,097 · program services $2,446 · management and general $62 · fundraising $589

  • 23 · Insurance

    total $2,027 · program services $1,601 · management and general $41 · fundraising $385

  • 24a · Other expenses: PROGRAM AND OTHER EVENT

    total $88,389 · program services $88,389

  • 24b · Other expenses: POSTAGE AND SHIPPING

    total $86,018 · program services $85,478 · management and general $272 · fundraising $268

  • 24c · Other expenses: PRINTING

    total $65,117 · program services $63,864 · management and general $119 · fundraising $1,134

  • 24d · Other expenses: BANK FEES

    total $21,949 · program services $16,250 · management and general $556 · fundraising $5,143

  • 24e · All other expenses

    total $54,414 · program services $42,853 · management and general $6,584 · fundraising $4,977

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,185,728 · end of year $590,168

  • 2 · Savings and temporary cash investments

    beginning of year $3,138,209 · end of year $200,293

  • 4 · Accounts receivable

    beginning of year $8,258 · end of year $31,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,543 · end of year $75,512

  • 10a · Land, buildings and equipment: cost or other basis

    $12,784

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,860

  • 10c · Land, buildings and equipment, net

    beginning of year $9,681 · end of year $1,924

  • 11 · Investments: publicly traded securities

    beginning of year $988,367 · end of year $3,760,300

  • 12 · Investments: other securities

    end of year $150,000

  • 15 · Other assets

    beginning of year $51 · end of year $168,253

  • 17 · Accounts payable and accrued expenses

    beginning of year $177,415 · end of year $136,738

  • 18 · Grants payable

    beginning of year $416,877 · end of year $335,269

  • 19 · Deferred revenue

    beginning of year $11,000 · end of year $45,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $158,664

  • 27 · Net assets without donor restrictions

    beginning of year $4,775,545 · end of year $4,301,779

Mission and programs · 2022

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.

  • 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.

    Expenses $795,622 · Revenue $600,293

  • 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.

    Expenses $364,500 · Revenue $92,033

  • 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.

    Expenses $425,113 · Grants $64,610 · Revenue $61,000

  • THE FOUNDATION ALSO HAS SERVERAL SMALLER PROGRAMS INCLUDING COMMUNITY PARTNERSHIPS.

    Expenses $667,032 · Grants $293,656 · Revenue $17,487

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susan Helm-Murtagh

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    8

  • Peter Schmidt

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Stephen Chase

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Erica Borenstein

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kara Beasley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Leventhal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brandon Halcott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kevin Kwok

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Soania Mathur

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Glen Sibley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Connie Carpenter-Phinney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeff Parr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Polly Dawkins

    EXECUTIVE DIRECTOR

    Total calculated
    $149,013
    From this org
    $146,091
    From related orgs
    $0
    Other
    $2,922
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
17 April 2023
IRS schema version
2022v5.0
Source object
202341159349301119

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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