2025-05-13T17:56:26-05:00 2024-12-31 840930288 BROCK AND COMPANY CPAS PC 4940 PEARL EAST CR SUITE 300 BOULDER CO 80301 990 2024-01-01 200813566 DAVIS PHINNEY FOUNDATION DAVI 8663580285 357 S MCCASLIN BOULEVARD SUITE 10 LOUISVILLE CO 80027 POLLY DAWKINS EXECUTIVE DIRECTOR 8663580285 2025-05-13 1 0 KEVIN RICKMAN P01240896 3034442971 2024 2025-03-06 01:10:19Z POLLY DAWKINS 357 S MCCASLIN BOULEVARD SUITE 105 LOUISVILLE CO 80027 6975830 0 X WWW.DPF.ORG X 2004 OH 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 CYCLIST 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 RESEARCH CLOSELY ALIGNED WITH OUR MISSION - IMPROVING THE LIVES OF PEOPLE LIVING WITH PARKINSON'S. 13 13 35 422 5691 0 2507756 2852650 830784 664107 553323 141980 -112594 -69397 3779269 3589340 184387 13485 0 0 2198188 2278334 0 0 548944 1235138 1303416 3617713 3595235 161556 -5895 5093025 5161515 651526 349385 4441499 4812130 X 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 CYCLIST 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 RESEARCH CLOSELY ALIGNED WITH OUR MISSION - IMPROVING THE LIVES OF PEOPLE LIVING WITH PARKINSON'S. 0 0 565858 133960 THE DAVIS PHINNEY FOUNDATION PROVIDES A VARIETY OF EDUCATIONAL RESOURCES, INCLUDING LIVE WEBINARS, RECORDED VIDEOS, PRINTED TOOLS, AND ONLINE CONTENT TO HELP PEOPLE LIVE WELL WITH PARKINSON'S. EACH MONTH, WE HOST LIVE WEBINARS THAT COVER TOPICS CRITICAL TO QUALITY OF LIFE WITH PARKINSON'S. WE ALSO PRODUCE RECORDED CONTENT ON A MONTHLY BASIS AND MAINTAIN AN EXTENSIVE LIBRARY OF ON-DEMAND VIDEOS. OUR BLOG SERIES PROVIDES REGULAR UPDATES ON RESEARCH, MEDICATION, EXERCISE, NUTRITION, AND OTHER RELEVANT TOPICS. OUR FLAGSHIP RESOURCE, THE EVERY VICTORY COUNTS MANUAL, IS A COMPREHENSIVE GUIDE TO LIVING WELL WITH PARKINSON'S AND IS AVAILABLE IN MULTIPLE FORMATS, INCLUDING PRINT AND DIGITAL. 622444 147356 THE DAVIS PHINNEY FOUNDATION AMBASSADORS SHARE RESOURCES AND INFORMATION IN THEIR LOCAL COMMUNITIES TO HELP PEOPLE IMPROVE THEIR QUALITY OF LIFE WITH PARKINSON'S. OUR AMBASSADORS ENGAGE WITH SUPPORT GROUPS, INDIVIDUALS, FAMILIES, AND HEALTHCARE PROFESSIONALS TO PROVIDE EDUCATION AND ENCOURAGEMENT. THEY ALSO PRESENT AT LOCAL EVENTS AND OFFER ONE-ON-ONE SUPPORT TO PEOPLE LIVING WITH PARKINSON'S AND THEIR CARE PARTNERS. 848787 200939 THE HEALTHY PARKINSON'S COMMUNITIES INITIATIVE HAS SUPPORTED COMMUNITY-BASED ADVOCATES THROUGH STAFF SUPPORT, EDUCATIONAL RESOURCES, PRINT MATERIALS, MENTORSHIP, AND GRANTS FOR LOCAL PROJECTS. IN 2024, THE FOUNDATION BEGAN TO PHASE DOWN THIS PROGRAM TO FOCUS ON OTHER STRATEGIC PRIORITIES.IN 2024, THE DAVIS PHINNEY FOUNDATION LAUNCHED THE UPDATED PEDALING FOR PARKINSON'S PROGRAM NATIONALLY, FOLLOWING ITS TRANSITION TO FOUNDATION LEADERSHIP IN 2023. THIS INDOOR CYCLING PROGRAM IS DESIGNED TO HELP PEOPLE WITH PARKINSON'S MANAGE SYMPTOMS THROUGH EXERCISE. UNDER THE FOUNDATION'S LEADERSHIP, THE PROGRAM WAS ENHANCED WITH A NEW CURRICULUM, TRAINING MODEL, AND COMMUNITY ENGAGEMENT STRATEGY. THE FOUNDATION ALSO OFFERS ONLINE PEDALING FOR PARKINSON'S CLASSES FOR INDIVIDUALS WHO DO NOT HAVE A LOCAL PROGRAM OR WHO CANNOT PHYSICALLY ATTEND IN-PERSON CLASSES. PEDALING FOR PARKINSON'S CLASSES NOW SERVE AS A CONSISTENT POINT OF CONNECTION PROVIDING PARTICIPANTS WITH PROVEN EXERCISE BENEFITS AND LINKING THEM TO ADDITIONAL FOUNDATION RESOURCES, COMMUNITY SUPPORT, AND INFORMATION ABOUT LIVING WELL WITH PARKINSON'S. 792200 13485 181852 THE FOUNDATION ALSO HAS SERVERAL SMALLER PROGRAMS INCLUDING COMMUNITY PARTNERSHIPS. 792200 13485 181852 2829289 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 35 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 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 SUSAN HELM-MURTAGH BOARD CHAIR 2.00 X X 0 0 0 PETER SCHMIDT BOARD VICE CHAIR 2.00 X X 0 0 0 STEPHEN CHASE TREASURER 2.00 X X 0 0 0 ERICA BORENSTEIN SECRETARY 2.00 X X 0 0 0 KARA BEASLEY DIRECTOR 1.00 X 0 0 0 CONNIE CARPENTER-PHINNEY DIRECTOR 2.00 X 0 0 0 WISSAM DEEB MD DIRECTOR 1.00 X 0 0 0 BRANDON HALCOTT DIRECTOR 1.00 X 0 0 0 KEVIN KWOK DIRECTOR 2.00 X 0 0 0 DAVID LEVENTHAL DIRECTOR 1.00 X 0 0 0 SOANIA MATHUR DIRECTOR 1.00 X 0 0 0 GLEN SIBLEY DIRECTOR 1.00 X 0 0 0 CAROLINE GOOSMAN DIRECTOR 1.00 X 0 0 0 POLLY DAWKINS EXECUTIVE DIRECTOR 40.00 X 160654 0 3213 160654 0 3213 3 0 1 0 SHINE SOLUTIONS LLC 6919 E LOWRY BLVD DENVER CO 80230 CONSULTING 165000 1 891583 1961067 2852650 SPONSORSHIPS 541900 640107 640107 24000 24000 664107 118086 118086 3271926 3248032 23894 23894 23894 63370 891583 138458 -75088 -75088 ADVERTISING INCOME 541800 5691 5691 5691 3589340 664107 5691 66892 13485 13485 160654 106032 12852 41770 1818922 1333120 135616 350186 38645 28095 2898 7652 98110 71325 7359 19426 162003 117777 12150 32076 11024 9193 193 1638 33041 27555 577 4909 32393 32393 332397 299093 1601 31703 5765 4790 103 872 2641 2219 44 378 281973 238521 4574 38878 98686 88818 4934 4934 53353 50767 272 2314 600 486 12 102 8614 7833 82 699 PROGRAM AND OTHER EVENT 117518 117518 POSTAGE AND SHIPPING 89505 89009 52 444 PRINTING 74959 73810 121 1028 PROGRAM MANUALS 71980 71980 88967 77863 1169 9935 3595235 2829289 217002 548944 560788 573500 73117 128013 30801 40793 91914 72224 12784 12060 1324 724 3985591 3908803 229000 366971 120490 70487 5093025 5161515 266089 183955 181501 75420 88333 21250 115603 68760 651526 349385 X 4363655 4804546 77844 7584 4441499 4812130 5093025 5161515 -5895 376526 0 X 0 1 X 1 0 X 2914358 2338185 2386939 2507756 2852650 12999888 1304300 1053485 770813 857571 727477 4713646 4218658 3391670 3157752 3365327 3580127 17713534 0 799875 481381 426658 429709 224805 2362428 799875 481381 426658 429709 224805 2362428 15351106 19875 12426 86943 113602 118086 350932 19875 12426 86943 113602 118086 350932 5691 5691 4238533 3404096 3244695 3478929 3703904 18070157 0.84950 0.81470 0.01940 0.01550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4112 3000 197 7309 4000 112 4112 0.95772 0.04228 0 0 12784 12060 724 724 OTHER INVESTMENT, REAL ESTATE LOAN FUND 366971 C 366971 OPERATING LEASE OBLIGATION 68760 68760 X 3933473 376526 376526 3556947 32393 32393 3589340 3562842 0 3562842 32393 32393 3595235 PART V, LINE 4: TO SUPPORT FUTURE OPERATIONS. 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. THE WAHOOLIGAN TOUR 198244 198244 121 9283 TOUR DE VICTORY 219840 188040 31800 6061 12043 18631 8 536869 505299 31570 17960 11554 62805 954953 891583 63370 24021 23718 90719 138458 -75088 1 PARKINSON ASSOCIATION OF THE ROCKIES 1325 S COLORADO BLVD SUITE 204B DENVER CO 80222 742212593 501(C)(3) 9000 0 COMMUNITY GRANT 1 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. X X 0 0 0 0 0 0 0 0 0 POLLY DAWKINS EXECUTIVE DIRECTOR 160654 0 0 0 0 0 3213 0 0 0 163867 0 0 0 PART I, LINE 3 THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY IN ALIGNMENT WITH A COMPENSATION STUDY. 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 AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY IN ALIGNMENT WITH A COMPENSATION STUDY. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST.