Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 276,363 | 245,796 | 348,621 | 368,338 | 177,315 | 1,416,433 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 729,905 | 657,098 | 799,382 | 1,010,572 | 872,204 | 4,069,161 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 1,006,268 | 902,894 | 1,148,003 | 1,378,910 | 1,049,519 | 5,485,594 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 55,000 | 15,000 | 393 | 18,840 | 62,170 | 151,403 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | 55,000 | 15,000 | 393 | 18,840 | 62,170 | 151,403 |
| 8 | Public support. (Subtract line 7c from line 6.) | 5,334,191 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 1,006,268 | 902,894 | 1,148,003 | 1,378,910 | 1,049,519 | 5,485,594 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 3,176 | 3,061 | 1,225 | 1,808 | 5,823 | 15,093 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 1,278 | 115 | 1,393 | |||
| c | Add lines 10a and 10b. | 3,176 | 3,061 | 2,503 | 1,923 | 5,823 | 16,486 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 1,009,444 | 905,955 | 1,150,506 | 1,380,833 | 1,055,342 | 5,502,080 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | PWR WILL DEVELOP AND IMPLEMENT WORLDWIDE ACCESS TO PARKINSON DISEASE- SPECIFIC NEUROPLASTICITY-PRINCIPLED PROGRAMMING THAT HOLDS PROMISE TO SLOW DISEASE PROGRESSION, IMPROVE SYMPTOMS, RESTORE FUNCTION, AND INCREASE LONGEVITY AND QUALITY OF LIFE. |
| FORM 990, PAGE 2, PART III, LINE 4A | PHYSICAL THERAPY SERVICES----THE PWRGYM IS A MODEL COMMUNITY WELLNESS CENTER IN TUCSON, ARIZONA, WHERE PARKINSON-SPECIALIZED PHYSICAL THERAPISTS PROVIDE RESEARCH-BASED THERAPY TO THOSE LIVING WITH PARKINSON DISEASE. THE FUNCTIONAL THERAPEUTIC APPROACH, PWRMOVES, WAS CREATED BY PWR FOUNDER AND CHIEF SCIENTIFIC OFFICER, DR. BECKY FARLEY, PHD, MS, PT. WHILE THE MAJORITY OF CLIENTS ARE LOCAL TO THE TUCSON AREA, DOZENS COME TO THE PWRGYM EACH YEAR FROM AROUND THE UNITED STATES, CANADA, AND ELSEWHERE TO BENEFIT FROM THE CUTTING-EDGE THERAPEUTIC PROGRAMS PROVIDED. THROUGH REGULAR INDIVIDUAL THERAPY AND UNIQUE "INTENSIVE" PROGRAMS, PWR PROVIDED NEARLY 4,000 HOURS OF THERAPY TO INSURANCE AND SELF-PAY CLIENTS DURING THIS FISCAL YEAR. DURING THE HEIGHT OF THE COVID-19 PANDEMIC, AND IN ALIGNMENT WITH GUIDELINES ESTABLISHED BY THE APPLICABLE REGULATORY AUTHORITIES, PWRGYM THERAPISTS OFFERED THESE SERVICES VIRTUALLY, PROVIDING VITAL SKILLED SUPPORT SERVICES TO A PATIENT POPULATION THAT MUST KEEP MOVING TO MAINTAIN PHYSICAL AND COGNITIVE FUNCTION. |
| FORM 990, PAGE 2, PART III, LINE 4B | EXERCISE AND WELLNESS SERVICES---AT THE PWRGYM, PARKINSON-EXERCISE SPECIALISTS TYPICALLY CONDUCT ABOUT FORTY (40) MULTI-LEVEL GROUP EXERCISE CLASSES WEEKLY. WHEN THE COVID-19 GLOBAL PANDEMIC RAMPED UP IN ARIZONA, PWR STOPPED PROVIDING IN-PERSON FOR THE SAFETY OF ITS EMPLOYEES AND CLIENTS. COGNIZANT OF THE POTENTIAL COGNITIVE AND PHYSICAL DECLINE ASSOCIATED WITH INACTIVITY AND ISOLATION IN PEOPLE WITH PARKINSON DISEASE, PWR SUCCESSFULLY PIVOTED TO VIRTUAL PROGRAMMING BY CONDUCTING LIVE- STREAMED EXERCISE CLASSES AND PROVIDING VIRTUAL ONE-ON-ONE WELLNESS CONSULTATIONS. ULTIMATELY, THE NEW "PWR VIRTUAL EXPERIENCE" WAS BORN, FEATURING MULTI-LEVEL, PRE-RECORDED EXERCISE VIDEOS TO HELP PEOPLE OUR CLIENTS MAINTAIN THEIR LEVEL OF FITNESS AND QUALITY OF LIFE. FURTHERMORE, THE PWR VIRTUAL EXPERIENCE, LOCATED AT WWW.EXERCISEFORBRAINCHANGE.ORG - IS AVAILABLE TO ANYONE WITH AN INTERNET CONNECTION, SO PEOPLE WITH PD ANYWHERE CAN RECEIVE PARKINSON-SPECIFIC EXERCISE SERVICES. SUBSCRIBERS CAN EXERCISE IN THEIR HOME OR WHEREVER THEY ARE BY CHOOSING PRERECORDED VIDEOS OF MORE THAN A DOZEN DIFFERENT MODALITIES OF EXERCISE VIDEOS OR PARTICIPATE IN A LIVE CLASS WITH REAL-TIME FEEDBACK FROM A PD-SPECIFIC INSTRUCTOR. |
| FORM 990, PAGE 2, PART III, LINE 4C | CONTINUING EDUCATION FOR THERAPY AND EXERCISE PROFESSIONALS---EACH YEAR, PWR CONDUCTS WORKSHOPS IN THE US AND AROUND THE WORLD TO TRAIN AND CERTIFY PHYSICAL AND OCCUPATIONAL THERAPISTS AND EXERCISE PROFESSIONALS IN THE PWRMOVES METHODOLOGY. PWR WORKSHOPS ARE UNIQUE IN THE CONTINUING EDUCATION ARENA BECAUSE OF LIVE DEMONSTRATIONS AND PRACTICA FEATURING VOLUNTEERS WITH PD, WHICH GIVES PARTICIPANTS THE OPPORTUNITY TO OBSERVE, LEARN, AND THEN PRACTICE THE SKILLS BEING TAUGHT. THERAPIST WORKSHOPS TEACH HOW TO DESIGN COMPREHENSIVE, INDIVIDUALIZED THERAPY PROGRAMS FOR PEOPLE WITH PD THAT ADDRESS MULTIPLE SYMPTOMS ACROSS VARYING LEVELS OF FUNCTIONALITY. INSTRUCTOR WORKSHOPS TEACH PARTICIPANTS HOW TO DESIGN AND TEACH COMMUNITY GROUP EXERCISE PROGRAMS UTILIZING LARGE AND FAST FUNCTIONAL MOVEMENTS (BASED ON THE PWRMOVES) TO DECREASE THE SYMPTOMS OF PD IN PARTICIPANTS. TOGETHER, THESE WORKSHOPS TRAIN PROFESSIONALS TO CREATE A CLINICAL-TO-COMMUNITY MODEL OF CARE FOR PEOPLE WITH PD TO MAINTAIN FUNCTION AND QUALITY OF LIFE USING APPROPRIATELY TIMED BOUTS OF THERAPEUTIC INTERVENTION WITH CONTINUED COMMUNITY-BASED EXERCISE PROGRAMS IN BETWEEN BOUTS. TO DATE, PWR HAS TRAINED OVER 4,000 THERAPISTS AND 1,100 INSTRUCTORS WHO ARE PROVIDING PD-SPECIALIZED PROGRAMS AROUND THE GLOBE. |
| FORM 990, PAGE 2, PART III, LINE 4D | SCIENCE & RESEARCH ----- IN ADDITION TO THE SERVICES PREVIOUSLY DESCRIBED, PWR ALSO MAINTAINS A DYNAMIC SCIENCE & RESEARCH PROGRAM. AS AN ACTIVE RESEARCH SITE, PWR CLINICAL STAFF RETAIN A DATABASE OF DE-IDENTIFIED PATIENT DATA REFLECTING RESULTS OF TESTS AND MEASURES TAKEN AT REGULAR INTERVALS THROUGHOUT PARTICIPATION IN PWR PROGRAMS. DATA IS ROUTINELY ANALYZED INTERNALLY AND WITH OUTSIDE INSTITUTIONAL PARTNERS TO EXPLORE VARIOUS QUESTIONS AND PERIODICALLY PRESENT AND PUBLISH THE RESULTS. LED BY DR. BECKY FARLEY, PHD, STAFF ALSO COMPILE THE MOST RECENT RESEARCH ON PARKINSON DISEASE AND PD-SPECIFIC MOVEMENT THERAPIES, TRANSLATING THE SCIENCE INTO CUTTING-EDGE PROGRAMS AND SERVICES OFFERED AT THE PWRGYM, THROUGH THE PWR VIRTUAL EXPERIENCE, AND THROUGH CONTINUING EDUCATION COURSES FOR THERAPY AND EXERCISE PROFESSIONALS. PARKINSON WELLNESS RECOVERY (PWR) RECEIVED A GRANT FROM THE TRISKELES FOUNDATION TO HELP SUPPORT THE PARKINSONS PANTOMIME PROJECT. THE PARKINSONS PANTOMIME PROJECT, CREATED AND RUN BY ROB MERMIN, IS A MIME- BASED MOVEMENT THERAPY PROGRAM BASED ON MOTOR-SKILLS ADAPTED FROM THE TECHNIQUES OF PANTOMIME AND CIRCUS TO MODIFY OR ALLEVIATE SYMPTOMS OF IDIOPATHIC PARKINSONS DISEASE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A CONTRACTED CPA PREPARES THE 990, AND THE FORM IS REVIEWED AT THREE LEVELS: MANAGEMENT, TREASURER AND FINANCE COMMITTEE, AND THEN THE FULL BOARD. AFTER THE FINANCE COMMITTEE APPROVES THE FINAL DRAFT OF THE 990, THE CPA RECEIVES NOTICE TO SUBMIT THE FORM(S) TO THE IRS. ARIZONA NO LONGER REQUIRES AN INFORMATION RETURN FOR NOT-FOR-PROFIT ORGANIZATIONS, BUT CONTINUES TO REQUIRE A COPY OF THE FEDERAL 990-T IF ONE IS PREPARED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | PWR MONITORS CONFLICTS OF INTEREST TO AVOID BOTH ACTUAL AND PERCEIVED CONFLICTS OF INTEREST. EACH DIRECTOR, PRINCIPAL OFFICER, AND OTHER PERSONS WITH PERCEIVED AND/OR ACTUAL INFLUENCE WITHIN THE ORGANIZATION SIGNS AN ANNUAL STATEMENT WHICH AFFIRMS S/HE (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (2) HAS READ AND UNDERSTANDS THE POLICY, AND (3) HAS AGREED TO COMPLY WITH THE POLICY. DURING BOARD MEETINGS, THE CHAIR INQUIRES ABOUT POSSIBLE CONFLICTS, AND IF ANY EXIST, THE AFFECTED PERSONS ARE ASKED TO RECUSE THEMSELVES FROM VOTING ON ANY ACTION THAT DIRECTLY IMPACTS THE AFFECTED RELATIONSHIP. COMPENSATION AND BENEFITS ARRANGEMENTS, ALONG WITH OTHER BUSINESS RELATIONSHIPS ARE PERIODICALLY REVIEWED FOR REASONABILITY, PROPER DOCUMENTATION, AND TO ENSURE THAT NO IMPERMISSIBLE PRIVATE BENEFITS RESULT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OR COMPENSATION COMMITTEE OBTAIN AND RELY UPON APPROPRIATE, COMPARABLE DATA PRIOR TO APPROVING THE TERMS OF COMPENSATION. APPROPRIATE DATA MAY INCLUDE THE FOLLOWING: (1) COMPENSATION LEVELS PAID BY SIMILARLY-SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS. 'SIMILARLY SITUATED' ORGANIZATIONS ARE THOSE OF A SIMILAR SIZE AND PURPOSE AND WITH SIMILAR RESOURCES. (2) THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE ORGANIZATION (3) CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS (4) ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PERSON WHO IS THE SUBJECT OF THE COMPENSATION ARRANGEMENT (5) REVIEW OF THE ASU LODESTAR CENTER FOR PHILANTHROPY & NONPROFIT INNOVATION 'NONPROFIT COMPENSATION AND BENEFITS REPORT' (6) REVIEW OF THE GUIDESTAR 'NONPROFIT COMPENSATION REPORT' |
| FORM 990, PAGE 6, PART VI, LINE 18 | THE IRS FORM 990 AND THE APPLICATION FOR EXEMPTION ARE AVAILABLE UPON REQUEST. THERE IS A NOMINAL FEE FOR COPYING, PLUS ACTUAL POSTAGE COSTS, IF THE RESPONSE IS TO BE MAILED. REQUESTS MADE IN PERSON ARE HANDLED IMMEDIATELY. REQUESTS RECEIVED BY EMAIL OR USPS ARE PROCESSED WITHIN 30 CALENDAR DAYS. THE IRS FORM 990 IS ALSO AVAILABLE AT IRS.GOV AND AT GUIDESTAR.ORG. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THERE IS A NOMINAL FEE FOR COPYING, PLUS ACTUAL POSTAGE COSTS, IF THE RESPONSE IS TO BE MAILED. REQUESTS MADE IN PERSON ARE HANDLED IMMEDIATELY. REQUESTS RECEIVED BY EMAIL OR USPS ARE PROCESSED WITHIN 30 CALENDAR DAYS. |
| Software ID: | |
| Software Version: |