2022-05-03T09:37:23-05:00 2021-12-31 840930288 BROCK AND COMPANY CPAS PC 900 S MAIN STREET SUITE 200 LONGMONT CO 80501 990 2021-01-01 200813566 DAVIS PHINNEY FOUNDATION DAVI 8663580285 357 S MCCASLIN BOULEVARD SUITE 10 LOUISVILLE CO 80027 POLLY DAWKINS EXECUTIVE DIRECTOR 8663580285 2022-04-20 1 POLLY DAWKINS XXX-XX-XXXX KEVIN RICKMAN P01240896 3037762160 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z POLLY DAWKINS 357 S MCCASLIN BOULEVARD SUITE 105 LOUISVILLE CO 80027 6182452 0 X WWW.DAVISPHINNEYFOUNDATION.ORG X 2004 OH THE DAVIS PHINNEY FOUNDATION'S MISSION IS TO HELP PEOPLE LIVE WELL WITH PARKINSON'S DISEASE. WHILE IT IS CRITICAL TO FIND A CURE FOR PARKINSON'S, WE FEEL STRONGLY THAT PEOPLE LIVING WITH THIS DISEASE 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 THIS CHRONIC DISEASE. 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 DISEASE. 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. 12 12 22 266 0 0 2914358 2338185 1298325 1053485 19875 10084 -60619 -94584 4171939 3307170 162132 428738 0 0 1218884 1375115 0 0 511172 643244 770279 2024260 2574132 2147679 733038 4583943 5380837 535167 605292 4048776 4775545 X THE DAVIS PHINNEY FOUNDATION'S MISSION IS TO HELP PEOPLE LIVE WELL WITH PARKINSON'S DISEASE. WHILE IT IS CRITICAL TO FIND A CURE FOR PARKINSON'S, WE FEEL STRONGLY THAT PEOPLE LIVING WITH THIS DISEASE 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 THIS CHRONIC DISEASE. 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 DISEASE. 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. 0 0 405996 745900 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. 367022 75738 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. 355850 92500 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. 785106 336238 231847 THE FOUNDATION ALSO HAS SERVERAL SMALLER PROGRAMS INCLUDING COMMUNITY PARTNERSHIPS. 785106 336238 231847 1913974 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT DC FL GA HI IA IL KS KY MA MD ME MI MN MS NC ND NH NJ NY OH OK OR PA RI SC TN UT VA VT X X X THE ORGANIZATION 8663580285 357 S MCCASLIN BOULEVARD SUITE 105 LOUISVILLE CO 80027 CONNIE CARPENTER-PHINNEY BOARD CHAIR 8.00 X X 0 0 0 DAVIS PHINNEY BOARD VICE CHAIR 4.00 X X 0 0 0 STEPHEN CHASE TREASURER 4.00 X X 0 0 0 DAVID LEVENTHAL SECRETARY 2.00 X X 0 0 0 KARA BEASLEY DIRECTOR 2.00 X 0 0 0 ERICA BORENSTEIN DIRECTOR 2.00 X 0 0 0 BRANDON HALCOTT DIRECTOR 2.00 X 0 0 0 KEVIN KWOK DIRECTOR 2.00 X 0 0 0 SOANIA MATHUR DIRECTOR 2.00 X 0 0 0 PETER SCHMIDT DIRECTOR 2.00 X 0 0 0 GLEN SIBLEY DIRECTOR 2.00 X 0 0 0 JEFF PARR DIRECTOR 2.00 X 0 0 0 POLLY DAWKINS EXECUTIVE DIRECTOR 40.00 X 120256 0 2450 120256 0 2450 1 0 0 0 0 1064074 1274111 12038 2338185 SPONSORSHIPS 541900 1048682 1048682 4803 4803 1053485 12426 12426 2778356 2780248 450 -1892 -450 -2342 -2342 0 1064074 94584 -94584 -94584 3307170 1053485 0 -84500 378738 378738 50000 50000 120256 79750 9813 30693 1072270 711094 87495 273681 21725 14127 1671 5927 50067 36114 5063 8890 110797 67552 14702 28543 2025 956 214 855 13556 10166 678 2712 5757 5757 69404 42229 2229 24946 3353 3019 46 288 2653 2151 88 414 238722 186411 7512 44799 119191 89393 5960 23838 3338 2656 97 585 3380 2535 169 676 5608 4206 280 1122 POSTAGE AND SHIPPING 83549 73316 171 10062 PROGRAM MANUALS 66843 66843 PRINTING 61964 29766 30 32168 PROGRAM AND OTHER EVENT 22043 7755 14288 68893 55197 7011 6685 2574132 1913974 148986 511172 682666 1185728 3521648 3138209 300000 0 56 8258 17226 44253 50543 36200 26519 13511 9681 988367 4583 51 4583943 5380837 150836 177415 208598 416877 175733 11000 535167 605292 X 3730919 4775545 317857 0 4048776 4775545 4583943 5380837 733038 -6269 0 X 0 1 X 1 0 X 2124255 2582907 1674695 2914358 2338185 11634400 17110 1325259 1304300 1053485 3700154 5810 8595 14405 2130065 2608612 2999954 4218658 3391670 15348959 0 818457 799875 481381 2099713 818457 799875 481381 2099713 13249246 2885 25837 36027 19875 12426 97050 2885 25837 36027 19875 12426 97050 2132950 2634449 3035981 4238533 3404096 15446009 0.85780 0.87750 0.00630 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36200 26519 9681 9681 X 3297394 -6269 2250 -4019 3301413 5757 5757 3307170 2570625 2250 2250 2568375 5757 5757 2574132 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF ASC 740, PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRONOUNCEMENT REQUIRES THE USE OF A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. AN ENTITY SHALL INITIALLY RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE ORGANIZATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE ADOPTED POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE ORGANIZATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 EUROPE 0 0 PROGRAM SERVICES MEDICAL RESEARCH 50000 0 0 0 0 0 0 50000 0 50000 EUROPE (INCLUDING ICELAND & GREENLAND) MEDICAL RESEARCH 50000 WIRE 0 1 0 0 0 0 0 0 PART I, LINE 2: COPIES OF APPROVED GRANTS ARE MAINTAINED IN SEPARATE FILES. INTERIM AND FINAL REPORT FINDINGS AND OUTCOMES ARE REQUIRED FROM GRANTORS. GRANT PAYMENTS ARE DISBURSED UPON REVIEW OF PROGRESS UPDATES AND APPROVAL BY DPF'S SCIENCE ADVISORY BOARD CHAIR. PART III ACCOUNTING METHOD: TOUR OF SUFFERLANDRIA 399875 399875 31561 EVERY VICTORY COUNTS CHALLENGE 170187 170187 1362 8 494012 494012 61661 1064074 1064074 94584 94584 -94584 1 PARKINSON ASSOCIATION OF THE ROCKIES 1325 S COLORADO BOULEVARD SUITE 204B DENVER CO 80222 742212593 501(C)(3) 21465 0 SUPPORT OF COMMUNITY WELLNESS PROGRAMS PEDALING FOR PARKINSON'S 75 SOLETHER LANE CHAGRIN FALLS OH 44022 432035176 501(C)(3) 12374 0 RESEARCH GRANT THE PARKINSON COUNCIL 12 W WILLOW GROVE AVENUE PHILADELPHIA PA 19118 911003234 501(C)(3) 50000 0 RESEARCH GRANT HARTFORD HOSPITAL 80 SEYMOUR STREET HARTFORD CT 06102 060646668 501(C)(3) 50274 0 RESEARCH GRANT PARKINSON NEBRASKA 16811 BURDETTE STREET SUITE 1 OMAHA NE 68116 271461260 501(C)(3) 25000 0 RESEARCH GRANT PARKINSON ASSOCIATION OF NORTHERN CALIFORNIA 1024 IRON POINT ROAD 1046 FOLSOM CA 95630 680372037 501(C)(3) 25000 0 RESEARCH GRANT DIGNITY HEALTH DBA ST JOSEPH'S HOSPITAL AND MEDICAL CENTER 240 W THOMAS ROAD SUITE 301 PHOENIX AZ 85013 941196203 501(C)(3) 152864 0 RESEARCH GRANT 7 PART I, LINE 2: COPIES OF APPROVED GRANTS ARE MAINTAINED IN SEPARATE FILES. INTERIM AND FINAL REPORT FINDINGS AND OUTCOMES ARE REQUIRED FROM GRANTORS. GRANT PAYMENTS ARE DISBURSED UPON REVIEW OF PROGRESS UPDATES AND APPROVAL BY DPF'S SCIENCE ADVISORY BOARD CHAIR. FORM 990, PART VI, SECTION A, LINE 2 DAVIS PHINNEY, BOARD MEMBER, AND CONNIE CARPENTER PHINNEY, BOARD MEMBER, ARE SPOUSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 DRAFT IS FORWARDED TO THE ENTIRE BOARD FOR THEIR REVIEW, AND EACH DIRECTOR MUST COMMENT OR APPROVE PRIOR TO THE DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE REQUIRED ANNUALLY TO SIGN A CONFLICTS OF INTEREST QUESTIONNAIRE AND STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS FORM 990'S OF SIMILARLY SIZED NONPROFITS AS WELL AS COMPARES SALARY RANGES OF OTHER NONPROFITS AND COMPANIES IN THE DENVER/BOULDER, COLORADO AREA AND NATIONALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST.