Davis Phinney Foundation

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Davis Phinney Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

Davis Phinney Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Davis Phinney Foundation in one place.

Is Davis Phinney Foundation Legit?

Some Concerns

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

Across stored filings, Davis Phinney Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Davis Phinney Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Davis Phinney Foundation

Davis Phinney Foundation (EIN: 200813566) is a nonprofit organization based in Louisville, CO. The organization reported total revenue of $7.0M and total assets of $5.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Davis Phinney Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

Davis Phinney Foundation is a mid-size nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Financial Health Grade: A

In 2023, Davis Phinney Foundation reported a surplus of $162K with revenue exceeding expenses, holds 16.9 months of operating reserves (strong position), has a debt-to-asset ratio of 12.8% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Davis Phinney Foundation's revenue has grown at a compound annual growth rate (CAGR) of 11.8%.

IRS Tax-Exempt Classification

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Davis Phinney Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

• admin: 10%
• programs: 80%
• fundraising: 10%

According to IRS 990 filings, Davis Phinney Foundation allocates its expenses as follows: admin: 10%, programs: 80%, fundraising: 10%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

• The organization reported a surplus of $162K, with revenue exceeding expenses.
• Debt-to-asset ratio: 12.8%.

Executive Compensation Analysis

The Davis Phinney Foundation consistently reports 0% officer compensation across all available filings, which is highly unusual for an organization of its size and revenue, suggesting either a volunteer leadership model or compensation structured in a way not reported as 'officer compensation' on the 990.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Davis Phinney Foundation's IRS 990 filings:

• Unusually low (0%) reported officer compensation across all filings, which may warrant further investigation into how leadership is compensated or if key roles are entirely volunteer-based.

Strengths

The following positive indicators were identified for Davis Phinney Foundation:

• Consistent positive net income, with revenues exceeding expenses in most reported periods (e.g., $3,779,269 revenue vs. $3,617,713 expenses in 2023).
• Strong and consistent asset growth over the past decade, from $1,076,416 in 2014 to $5,093,025 in 2023.
• Low liabilities relative to assets, indicating a healthy balance sheet (e.g., $651,526 liabilities vs. $5,093,025 assets in 2023).
• Apparent commitment to minimizing top-level administrative costs, as indicated by 0% reported officer compensation.

Frequently Asked Questions about Davis Phinney Foundation

Filing History

IRS 990 filing history for Davis Phinney Foundation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Davis Phinney Foundation's revenue has grown by 282.1%, moving from $989K to $3.8M. Total assets increased by 978% over the same period, from $472K to $5.1M. Total functional expenses rose by 233.4%, from $1.1M to $3.6M. In its most recent filing year (2023), Davis Phinney Foundation reported a surplus of $162K, with revenue exceeding expenses. The organization holds $652K in liabilities against $5.1M in assets (debt-to-asset ratio: 12.8%), resulting in net assets of $4.4M.

Year-by-Year Financial Summary

• 2023: Revenue of $3.8M, expenses of $3.6M, and assets of $5.1M (revenue +28.3% year-over-year).
• 2022: Revenue of $2.9M, expenses of $2.9M, and assets of $5.0M (revenue -11.0% year-over-year).
• 2021: Revenue of $3.3M, expenses of $2.6M, and assets of $5.4M (revenue -20.7% year-over-year).
• 2020: Revenue of $4.2M, expenses of $2.0M, and assets of $4.6M (revenue +44.0% year-over-year).
• 2019: Revenue of $2.9M, expenses of $2.6M, and assets of $2.2M (revenue +14.7% year-over-year).
• 2018: Revenue of $2.5M, expenses of $2.3M, and assets of $2.2M (revenue +18.4% year-over-year).
• 2017: Revenue of $2.1M, expenses of $1.9M, and assets of $1.9M (revenue +13.9% year-over-year).
• 2016: Revenue of $1.9M, expenses of $1.7M, and assets of $1.5M (revenue +18.3% year-over-year).
• 2015: Revenue of $1.6M, expenses of $1.4M, and assets of $1.3M (revenue +11.3% year-over-year).
• 2014: Revenue of $1.4M, expenses of $1.3M, and assets of $1.1M (revenue +23.8% year-over-year).
• 2013: Revenue of $1.1M, expenses of $1.1M, and assets of $847K (revenue +9.1% year-over-year).
• 2012: Revenue of $1.1M, expenses of $805K, and assets of $618K (revenue +6.5% year-over-year).
• 2011: Revenue of $989K, expenses of $1.1M, and assets of $472K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Davis Phinney Foundation:

Data Sources and Methodology

This transparency report for Davis Phinney Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.