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Health : Diseases, Disorders, and Disciplines

Davis Phinney Foundation

We help people with Parkinson's live well today.

three stars

88.37

357 S McCaslin Blvd Ste 105 Louisville, CO 80027
tel: (866) 358-0285   Web Site
EIN: 20-0813566

Board Leadership
Connie Carpenter Phinney, MS
Board Chair

CEO
Polly Dawkins
Executive Director

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 88.37 three stars
  Financial 85.12 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 09/03/2019 and includes data from FY2018, the most recent 990 received at that time.
Why isn't this based on more recent data?

The Davis Phinney Foundation provides essential information, practical tools and inspiration to people living with Parkinson's. We fund early-phase, innovative research that focuses on exercise, speech, movement and other factors that affect quality of life. It is possible to live well with Parkinson's today.

The Davis Phinney Foundation provides essential information, practical tools and inspiration to people living with Parkinson's. We fund early-phase, innovative research that focuses on exercise, speech, movement and other factors that affect quality of life. It is possible to live well with Parkinson's today.

Impact Information

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Learn more about how we calculate the overall score and rating.

Financial

three stars

85.12

Accountability & Transparency

four stars

93.00

This rating was published 09/03/2019 and includes data from FY2018, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 76.7%
  Administrative Expenses 4.7%
  Fundraising Expenses 18.5%
  Fundraising Efficiency $0.16
  Working Capital Ratio (years) 0.79
  Program Expenses Growth 19.1%
  Liabilities to Assets 29.5%
All data for Financial Performance Metrics calculations was provided by Davis Phinney Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Davis Phinney Foundation on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Davis Phinney Foundation (CO) 88.37 three stars
Parkinson's Foundation (NY) 90.24 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,556,198
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $1,026,709
   Related Organizations $0
   Government Grants $0
Total Contributions $2,582,907
   Program Service Revenue $0
Total Primary Revenue $2,582,907
   Other Revenue $-58,122
TOTAL REVENUE $2,524,785
   
EXPENSES  
   Program Expenses $1,801,424
   Administrative Expenses $124,860
   Fundraising Expenses $403,290
TOTAL FUNCTIONAL EXPENSES $2,329,574
   
Payments to Affiliates $0
Excess (or Deficit) for the year $195,211
   
Net Assets $1,562,358

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Victory Summit Symposia Series $736,816 40.9%
Every Victory Counts $377,121 20.9%
Research Funding $223,740 12.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 09/03/2019 88.37 three stars
2017-12 11/01/2018 89.37 three stars
2016-12 02/01/2018 84.52 three stars
2015-12 03/01/2017 85.51 three stars
2015-12 12/01/2016 85.24 three stars
2014-12 07/01/2016 81.77 three stars
2014-12 06/01/2016 81.55 three stars
 
CN 2.0
2014-12 03/01/2016 83.40 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 20-0813566
Name in IRS Master File DAVIS PHINNEY FOUNDATION
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 2004
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • December, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$108,293 4.64% Polly Dawkins Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Davis Phinney Foundation (CO) 88.37 three stars
Parkinson's Foundation (NY) 90.24 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Davis Phinney Foundation
357 S McCaslin Blvd Ste 105
Louisville, CO 80027
tel: (866) 358-0285
fax: (303) 733-3350
EIN: 20-0813566

Visit Web Site

Board Leadership

Connie Carpenter Phinney, MS
Board Chair

CEO

Polly Dawkins
Executive Director

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