Civic Intelligence

Davis Direction Foundation Inc.

990 • Fiscal year 2017 • EIN 47-1370495

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

32 North Fairground StMarietta, GA 30060

(770) 693-5982

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,093,316

Up $1,015,375 (+1303%) from 2016

Net Assets

$1,077,298

No earlier filing loaded for comparison.

Liabilities

Up

$16,018

Up $6,979 (+77%) from 2016

Revenue And Expenses

Revenue

Up

$1,281,974

Up $989,615 (+338%) from 2016

Expenses

Up

$514,521

Up $245,071 (+91%) from 2016

Net Income

Up

$767,453

Up $744,544 (+3250%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2014: $6,624Liabilities 2014: $02014Assets 2015: $62,930Liabilities 2015: $02015Assets 2016: $77,941Liabilities 2016: $9,0392016Assets 2017: $1,093,316Liabilities 2017: $16,018Net Assets 2017: $1,077,2982017Assets 2018: $392,729Liabilities 2018: $49,361Net Assets 2018: $343,3682018Assets 2019: $549,216Liabilities 2019: $28,143Net Assets 2019: $521,0732019Assets 2020: $687,761Liabilities 2020: $100,267Net Assets 2020: $587,4942020Assets 2021: $705,466Liabilities 2021: $68,045Net Assets 2021: $637,4212021Assets 2022: $879,029Liabilities 2022: $114,309Net Assets 2022: $764,7202022Assets 2023: $661,830Liabilities 2023: $87,678Net Assets 2023: $574,1522023Assets 2024: $589,070Liabilities 2024: $51,280Net Assets 2024: $537,7902024

Highlighted filing

2017

Assets$1,093,316
Liabilities$16,018
Net Assets$1,077,298

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $12,954Expenses 2014: $6,330Net Income 2014: $6,6242014Revenue 2015: $85,893Expenses 2015: $29,588Net Income 2015: $56,3052015Revenue 2016: $292,359Expenses 2016: $269,450Net Income 2016: $22,9092016Revenue 2017: $1,281,974Expenses 2017: $514,521Net Income 2017: $767,4532017Revenue 2018: $907,544Expenses 2018: $732,021Net Income 2018: $175,5232018Revenue 2019: $1,120,750Expenses 2019: $943,045Net Income 2019: $177,7052019Revenue 2020: $1,104,797Expenses 2020: $1,038,376Net Income 2020: $66,4212020Revenue 2021: $1,081,205Expenses 2021: $1,031,278Net Income 2021: $49,9272021Revenue 2022: $1,231,899Expenses 2022: $1,104,600Net Income 2022: $127,2992022Revenue 2023: $950,909Expenses 2023: $1,141,477Net Income 2023: -$190,5682023Revenue 2024: $1,031,331Expenses 2024: $1,067,693Net Income 2024: -$36,3622024

Highlighted filing

2017

Revenue$1,281,974
Expenses$514,521
Net Income$767,453
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,322,773
Mission and Program Overview

Mission

The mission of davis direction foundation is to fight addiction and fuel recovery while we serve as a role model in our community in order to become a national resource for opiod/heroin addiction awareness and change.

The organization is a recovery community organization (rco) mobilizing resources to help people in long term sustainable recovery. We serve as the role model to help solve the current opioid crisis in the united states, specifically serving cobb county, georgia and extending our awareness nationwide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$104,249$925,600▲ $821,351
Cash and Non-Interest-Bearing Accounts$77,941$83,884▲ $5,943
Land, Buildings, and Equipment, Net$38,246$60,915▲ $22,669
Prepaid Expenses and Deferred Charges$33,658--
Pledges and Grants Receivable$28,857$22,917▼ $5,940
Total Assets$318,885$1,093,316▲ $774,431
Other Assets Total$35,934--
Liabilities
Accounts Payable and Accrued Expenses$9,040$16,018▲ $6,978
Total Liabilities$9,040$16,018▲ $6,978
Net Assets / Fund Balance
Unrestricted Net Assets$302,345$1,057,298▲ $754,953
Temporarily Rstr Net Assets$7,500$20,000▲ $12,500
Total Net Assets Fund Balance$309,845$1,077,298▲ $767,453
Total Liabilities and Net Assets / Fund Balance$318,885$1,093,316▲ $774,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$38,978$27,732$66,710
Leasehold Improvements$19,677$13,358$33,035
Equipment$2,260$3,952$6,212
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Melissa OwenChief Executive OfficerFT$65,209$65,209
Michael OwenChief Financial OfficerPT$13,560$13,560
Lisa Marie WalshBoard Member-$1,918$1,918

Board Members and Trustees

NameTitle
Tanya SmithBoard Chair
Stella DowlingCo-chair
Bert ReevesBoard Member
Dayton HibbsBoard Member
Kevin DanielBoard Member
Marlon LongacreBoard Member
Saverio PaglioniBoard Member
Dr Harold MclendonMedical Director
Leigh ColburnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,196,223
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$85,751
All Other Contributions
$933,327
Change in Net Assets
$767,453

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies200$775,600Purchase Price
Clothing and Household Goods-$87,514Thrift Store Value
Total Noncash Contributions200$863,114-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$264,369
Other Expenses$250,152
Total Fundraising Expense$88,032
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$172,237$49,211$24,605$246,053
Occupancy$59,933$16,345$32,690$108,968
Depreciation Depletion$24,161$314$6,903$31,378
Payroll Taxes$12,821$3,663$1,832$18,316
Office Expenses$5,853$1,683$4,586$12,122
Fees for Services Accounting-$9,600-$9,600
Insurance-$7,483-$7,483
All Other Expenses$2,762$978$3,115$6,855
Advertising--$6,319$6,319
Travel$4,054$420$493$4,967
Other Expenses$7,142$4,654$6,237$4,654
Fees for Services Management-$3,690-$3,690
Information Technology$221-$1,252$1,473
Total Functional Expenses$315,237$111,252$88,032$514,521
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,837
Fundraising Direct Expenses$19,183
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Fundraiser$100,837$100,837$19,183$81,654
Total Events$100,837$100,837$19,183$81,654
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Michael owen (cfo) and melissa owen (ceo) are married.

Form 990, Part VI, Section B, Line 11B

Draft form 990 is provided to the designated review committee for approval before filing.

Form 990, Part VI, Section B, Line 12C

The organization continuously monitors potential conflicts of interest. In addition each officer and director annually signs the conflict of interest policy and a gift disclosure statement.

Form 990, Part VI, Section B, Line 15

The board of directors determines appropriate compensation and has a majority vote for approval.

Form 990, Part VI, Section C, Line 19

Governing documents, financial statements, conflict of interest policy and tax return are available upon request.

Filing and Contact Details

Filer

Filer Name
Davis Direction Foundation
EIN
47-1370495
Phone
7706935982
Address
32 NORTH FAIRGROUND ST, MARIETTA, GA 30060

Signing Officer

Name
Melissa Owen
Title
CEO
Phone
7706935982
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Owen
Formed
2014
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
9
Employees
17
Volunteers
50

Preparer

Firm
Carr Riggs & Ingram LLC
Address
5909 PEACHTREE DUNWOODY ROAD SUITE, 800, ATLANTA, GA 30328
Preparer
Jeffrey G Olson
Phone
7702611900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The cfo assumes the responsibility for the oversight of the review and selection of an independant accountant.

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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033658
IRS990/PrincipalOfficerNm0MELISSA OWEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DAVIS DIRECTION FOUNDATION IS A RECOVERY COMMUNITY ORGANIZATION, HELPING THOSE IN RECOVERY "STAY ON RECOVERY." OUR FACILITY PROVIDES A HOST OF SUPPORT AND SERVICES. WE PROVIDE FREE SUPPORT AND SERVICES INCLUDING PREVENTION, EDUCATION, AWARENESS, HARM REDUCTION AND RECOVERY. OUR 21,000 SQUARE FOOT FACILITY INCLUDES MEETING ROOMS, EATING AREA, MUSIC ROOM, ARTS AND CRAFTS ROOM, COMPUTER LAB, AND RESOURCE LIBRARY, KITCHEN AREA, HEALTH AND WELLNESS ROOM, GAME/TV ROOM, AND RECEPTION AREA. WE CARRY OUR MESSAGE OUT INTO THE COMMUNITY VIA THE SCHOOL SYSTEMS, JAILS, LOCAL CHURCHES, CIVIC ORGANIZATIONS AND PUBLIC FORUM SYMPOSIUMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0307101
IRS990/ProgSrvcAccomActy3Grp/Desc0WE DELIVER ADVOCACY/AWARENESS SPEAKING ENGAGEMENTS IN THE COMMUNITY, SERVE ON EDUCATIONAL PANELS AND REPRESENT OUR SERVICES AT LOCAL COMMUNITY EVENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0994
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0356938
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0202341
IRS990/PYOtherRevenueAmt056757
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0136704
IRS990/PYSalariesCompEmpBnftPaidAmt074650
IRS990/PYTotalExpensesAmt0276991
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0413695
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0767453
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01281974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0235608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01573848
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0144189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01718037
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01307687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0303930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012953
IRS990ScheduleA/Total509Grp/TotalAmt01718037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01307687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0303930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012955
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01718047
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02260
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03952
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06212
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019677
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013358
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt033035
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038978
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt027732
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066710
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060915
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019183
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0100837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0100837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100837
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt081654
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019183
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0THRIFT STORE VALUE
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt087514
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/ContributionCnt0200
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/MethodOfDeterminingRevenuesTxt0PURCHASE PRICE
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NoncashContributionsRptF990Amt0775600
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL OWEN (CFO) AND MELISSA OWEN (CEO) ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DRAFT FORM 990 IS PROVIDED TO THE DESIGNATED REVIEW COMMITTEE FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONTINUOUSLY MONITORS POTENTIAL CONFLICTS OF INTEREST. IN ADDITION EACH OFFICER AND DIRECTOR ANNUALLY SIGNS THE CONFLICT OF INTEREST POLICY AND A GIFT DISCLOSURE STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS DETERMINES APPROPRIATE COMPENSATION AND HAS A MAJORITY VOTE FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND TAX RETURN ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CFO ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW AND SELECTION OF AN INDEPENDANT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt07500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt020000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0318885
IRS990/TotalAssetsEOYAmt01093316
IRS990/TotalAssetsGrp/BOYAmt0318885
IRS990/TotalAssetsGrp/EOYAmt01093316
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01196223
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt088032
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0111252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0315237
IRS990/TotalFunctionalExpensesGrp/TotalAmt0514521
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09040
IRS990/TotalLiabilitiesEOYAmt016018
IRS990/TotalLiabilitiesGrp/BOYAmt09040

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