Civic Intelligence

Davis Direction Foundation Inc.

990 • Fiscal year 2021 • EIN 47-1370495

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

32 North Fairground StreetMarietta, GA 30060

(770) 693-5982

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.10x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

35th percentile

4.6%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$87,765

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

2.6%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-2.1%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$705,466

Up $17,705 (+2.6%) from 2020

Net Assets

Up

$637,421

Up $49,927 (+8.5%) from 2020

Liabilities

Down

$68,045

Down $32,222 (-32%) from 2020

Revenue

Down

$1,081,205

Down $23,592 (-2.1%) from 2020

Expenses

Down

$1,031,278

Down $7,098 (-0.7%) from 2020

Net Income

Down

$49,927

Down $16,494 (-25%) from 2020

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

2021

Assets$705,466
Liabilities$68,045
Net Assets$637,421

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

2021

Revenue$1,081,205
Expenses$1,031,278
Net Income$49,927
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Gross Receipts
$1,174,276
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
Cash and Non-Interest-Bearing Accounts$251,670$422,665▲ $170,995
Land, Buildings, and Equipment, Net$127,397$119,858▼ $7,539
Inventories for Sale or Use$106,214$84,672▼ $21,542
Pledges and Grants Receivable$189,259$59,639▼ $129,620
Prepaid Expenses and Deferred Charges$13,071$18,632▲ $5,561
Accounts Receivable$150--
Total Assets$687,761$705,466▲ $17,705
Liabilities
Accounts Payable and Accrued Expenses$49,357$42,351▼ $7,006
Mortgage Notes Payable Secured by Investment Property$33,607$25,694▼ $7,913
Unsecured Notes Loans Payable$10,000--
Deferred Revenue$7,303--
Total Liabilities$100,267$68,045▼ $32,222
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$587,494$637,421▲ $49,927
Total Net Assets Fund Balance$587,494$637,421▲ $49,927
Total Liabilities and Net Assets / Fund Balance$687,761$705,466▲ $17,705

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,935$148,443$175,378
Leasehold Improvements$43,093$71,770$114,863
Other Land Buildings$49,830$48,735$98,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael OwenCFOFT$87,765-$87,765
Missy OwenCEOFT$85,807$1,955$87,762

Board Members and Trustees

NameTitle
Tanya SmithBoard Chair
Stella DowlingBoard Vice Chair
Bert ReevesBoard Member
Christina MartinBoard Member
Grant RiveraBoard Member
Holly TuchmanBoard Member
Joyette HolmesBoard Member
Marlon LongacreBoard Member
Michele BeagleBoard Member
Michele HarryBoard Member
Nurdan CorneliusBoard Member
Ryan HamptonBoard Member
Daniel KrasnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,093,679
Program Service Revenue
$16,258
Investment Income
$161
Other Revenue
$-28,893
All Other Contributions
$437,318
Change in Net Assets
$49,927

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$266,729Thrift Store Value
Other Non Cash Contri Table271$44,773Fair Market Value (FMV)
Other Non Cash Contri Table1$4,975Fair Market Value (FMV)
Total Noncash Contributions272$316,477-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$636,766
Other Expenses$394,512
Total Fundraising Expense$124,382
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$384,782$8,511$18,969$412,262
Current Officers, Directors, Trustees, and Key Employees$66,269$44,089$66,269$176,627
Fees for Services Other$77,575-$9,332$86,907
Occupancy$69,420$8,167$4,084$81,671
Depreciation Depletion$47,275$5,562$2,781$55,618
Payroll Taxes$36,100$4,494$7,283$47,877
Insurance$20,281$2,386$1,193$23,860
Fees for Services Accounting-$23,725-$23,725
Office Expenses$18,631$468$3,081$22,180
Advertising$13,426-$4,475$17,901
Information Technology$5,960--$5,960
Other Expenses$3,983$3,538$4,630$3,983
All Other Expenses-$966$1,364$2,330
Travel$918-$921$1,839
Conferences and Meetings-$100-$100
Interest$21--$21
Total Functional Expenses$804,890$102,006$124,382$1,031,278
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$69,919
Fundraising Gross Income$33,624
Gaming Gross Income$4,300
Gaming Direct Expenses$1,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
THE CARDINAL'S NEST$92,007$18,401$21,314$-2,913
Gala - and the Winner Is...$49,480$9,896$35,029$-25,133
Total Events$168,121$33,624$69,919$-36,295
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
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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) have a family relationship.

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

Draft from 990 is provided to the entire board for review prior to 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 STREET, MARIETTA, GA 30060

Signing Officer

Name
Michael Owen
Title
CFO
Phone
7706935982
Signed
2022-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Owen
Formed
2014
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
11
Employees
31
Volunteers
80

Preparer

Firm
Mauldin & Jenkins LLC
Address
200 GALLERIA PKWY SE STE 1700, ATLANTA, GA 30339-5946
Preparer
Mary Jo Alexander
Phone
7709558600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Davis direction foundation, inc. Qualifies as a charitable organization as defined by internal revenue code section 501(c)(3) and, accordingly, is generally exempt from federal income taxes under internal revenue code section 501(a). It is however, required to file federal form 990 - return of organization exempt from income tax. This is an informational return only. Accordingly, no provision for income taxes is made in the consolidated financial statements. Mangement evaluated the organization's tax positions and concluded that they have taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions on accounting for uncertainty in income taxes.

Raw XML AppendixShowing 400 of 619 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE 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.
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IRS990/Desc0SEE SCHEDULE OIN 2021, THE ZONE PROVIDED 145 CLOTHING VOUCHERS TO INDIVIDUALS IN RECOVERY AND THE ZONE STAFF FACILITATED 589 RECOVERY COACHING SESSIONS TO 109 INDIVIDUALS. THE VOLUNTEERS AT THE ZONE COMPLETED 1,914 HOURS OF SERVICE AND COMMUNITY SERVICE WORKERS COMPLETED 11,919 HOURS. IN 2021, THE ZONE, WELCOMED 60,458 VISITS, COMPLETED 3,512 RECOVERY SUPPORT PHONE CALLS, AND PROVIDED 1,545 RECOVERY SUPPORT MEETINGS. IN 2021, THE ZONE PROVIDED 22,868 MEALS TO INDIVIDUALS IN RECOVERY FROM SUBSTANCE USE DISORDER AND DISTRIBUTED 3,430 PANTRY BOXES TO THOSE IN NEED. THE ZONE PROVIDES HOMELESS STREET OUTREACH IN COBB COUNTY. THE ZONE SERVED 451 HOMELESS INDIVIDUALS IN COBB COUNTY IN 2021 THE ZONE, A RECOVERY SUPPORT ORGANIZATION, OFFERS DAY SHELTER, 29 IN PERSON AND VIRTUAL RECOVERY SUPPORT MEETINGS WEEKLY, FAMILY SUPPORT MEETINGS, FREE RECOVERY COACHING, VIRTUAL PEER SUPPORT, PHONE SUPPORT FOR INDIVIDUALS WHO HAVE OVERDOSED AND BEEN ADMITTED TO WELLSTAR, IN PERSON FOLLOW UP VISITS WITH FIRST RESPONDERS TO THE HOMES OF THOSE WHO HAVE RECENTLY OVERDOSED, REFERRAL TO DETOX, REFERRAL TO TREATMENT, REFERRAL TO SOBER LIVING, BUS PASSES, UBER TO ESSENTIAL SERVICES, "GROCERY GRAB (A WEEKLY RIDE TO THE GROCERY STORE), PANTRY BOXES, MEALS SERVED DAILY, JOB READINESS, RESUME ASSISTANCE, JOB SEARCH, CLOTHING VOUCHERS, NALOXONE TRAINING AND DISTRIBUTION, AND CHIROPRACTIC SERVICES. THE ZONE HELPS INDIVIDUALS WHO SUFFER FROM SUBSTANCE USE DISORDER FIND, MAINTAIN, AND SUSTAIN RECOVERY BY PROVIDING RESOURCES AND EVIDENCE-BASED PEER SUPPORT THE ZONED 4 YOUTH IN RECOVERY PROGRAM IS AN EXPANSION OF THE ZONED 4 RE-ENTRY PROGRAM A PARTNERSHIP WITH THE COBB COUNTY DISTRICT ATTORNEY'S OFFICE AND WORKS WITH PARTICIPANTS IN THE COBB COUNTY ACCOUNTABILITY COURTS. THIS ZONED 4 YOUTH IN RECOVERY PROGRAM IS AN 8-WEEK PROGRAM AND PROVIDES YOUTH WITH THE LIFE SKILLS AND RECOVERY TOOLS TO BECOME PRODUCTIVE, SUCCESSFUL MEMBERS OF SOCIETY. THE CURRICULUM INCLUDES LESSONS IN HEALTH AND WELLNESS, NUTRITION, FITNESS, YOGA, JOB READINESS TRAINING, JOB SKILLS TRAINING, ALONG WITH FINANCIAL MANAGEMENT CLASSES. EXPERIENTIAL LEARNING GROUPS ARE TAUGHT WEEKLY AND FOCUS COMMUNICATION, SELF CARE, ADDICTION, RECOVERY, RELAPSE PREVENTION, CONFLICT RESOLUTION, COPING SKILLS, AND MUCH MORE. UPON COMPLETION OF THE ZONED 4 RE-ENTRY PROGRAM, GRADUATES ARE AWARDED A CERTIFICATE OF COMPLETION END ARE ENDORSED BY THE COBB COUNTY DISTRICT ATTORNEY'S OFFICE AS WELL AS THE DAVIS DIRECTION FOUNDATION. THE ZONED 4 YOUTH IN RECOVERY PROJECT PROVIDES ADOLESCENTS SUFFERING FROM THE DISEASE OF ADDICTION WITH THE TOOLS THAT THEY ARE IN DESPERATE NEED OF TO CHANGE THEIR LIVES FOR THE BETTER. THE RECOVERY COACHING PROGRAM AT THE ZONE IS A TEN-WEEK PROGRAM WHICH INCLUDES HIGHLY INDIVIDUALIZED RECOVERY SUPPORT SERVICES AND WEEKLY ONE ON ONE MEETINGS WITH A NATIONALLY DESIGNATED RECOVERY COACH. THE PROGRAM EMPHASIZES EVIDENCE-BASED PEER SUPPORT COMBINED WITH EVIDENCE-BASED MOTIVATIONAL INTERVIEWING. THE RECOVERY COACHING PROGRAM AREAS OF FOCUS INCLUDE RELAPSE PREVENTION, HOUSING ASSISTANCE, HOUSING SEARCH SUPPORT, RESUME ASSISTANCE, JOB READINESS EDUCATION, FINANCIAL MANAGEMENT, LIFE SKILLS EDUCATION AND SMART GOALS. EACH PARTICIPANT CREATES A COMPREHENSIVE INDIVIDUALIZED RECOVERY PLAN AS WELL AS AN EMERGENCY PLAN UPON COMPLETION OF THE PROGRAM. IN ADDITION TO PROVIDING PARTICIPANTS WITH THIS FREE SERVICES, A STAFF MEMBER AT THE ZONE PROVIDES CCAR TRAINING TO THOSE WORKING IN THE RECOVERY FIELD IN THE GREATER ATLANTA AREA. THE DAVIS DIRECTION FOUNDATION ESTABLISHED THE UNPRECEDENTED RECOVERY ZONE MAGAZINE IN 2021, WHICH IS AVAILABLE NATIONALLY BOTH IN DIGITAL FORM AND IN PRINT. THE MAGAZINE FEATURES EDUCATIONAL ARTICLES, EDITORIALS FROM PROFESSIONALS, AND INSPIRING STORIES OF RECOVERY FROM PEOPLE WITH LIVED EXPERIENCE. THIS PUBLICATION REACHES LAW MAKERS, EDUCATORS, PROFESSIONALS, CIVIC ORGANIZATIONS, LAW ENFORCEMENT, HOSPITALS, CHURCHES, FAMILIES, AND INDIVIDUALS, REDUCING STIGMA BY RAISING AWARENES
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IRS990/MissionDesc0THE 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE OTHE DAVIS DIRECTION FOUNDATION AND THE ZONE PROVIDED 98 PRESENTATIONS IN 2021. THE DAVIS DIRECTION FOUNDATION AND THE ZONE PROVIDE A VARIETY OF SPEAKING ENGAGEMENTS, PRESENTATIONS, PANEL DISCUSSIONS, AND TRAININGS ANNUALLY TO EDUCATE THE COMMUNITY ON THE DEADLY DISEASE OF SUBSTANCE USE DISORDER, RECOVERY, AND THE IMPORTANCE OF THE COMMUNITY COMING TOGETHER TO HELP FIGHT ADDICTION AND FUEL RECOVERY. ON JUNE 26TH, 2021, COBB COUNTY COMMISSIONERS DECLARED JUNE 26TH, 2021 "FIGHT ADDICTION AND FUEL RECOVERY DAY" IN HONOR OF THE LARGEST PREVENTION EVENT IN GEORGIA, BEYOND THE ENDZONE. THE DAVIS DIRECTION FOUNDATION HOSTED THE LARGEST PREVENTION EVENT IN GEORGIA, BEYOND THE ENDZONE. THIS WAS THE INAUGURAL EVENT AND IS ANTICIPATED TO CONTINUE ANNUALLY. NFL SUPER STARS DARREN WALLER AND BRANDON MITCHELL GAVE THEIR INSPIRING TESTIMONIES ABOUT THEIR RECOVERY JOURNEYS AND CHANDLER RIGGS "CARL" FROM THE WALKING DEAD JOINED US IN SUPPORT OF OUR MISSION TO FIGHT ADDICTION AND FUEL RECOVERY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O THE ZONE PROVIDED 51 NARCAN TRAININGS IN 2021. THE ZONE PROVIDES A COMPREHENSIVE TRAINING ON THE SIGNS OF ADDICTION, WHAT AN OVERDOSE LOOKS LIKE, THE STEPS TO TAKE AS A FIRST RESPONDER, AND HOW TO ADMINISTER NARCAN. TRAININGS HAVE BEEN COMPLETED FOR THE COURTS, SCHOOLS, FIRST RESPONDERS, AND INDIVIDUALS THROUGHOUT THE GREATER ATLANTA AREA. THE ZONE DISTRIBUTES NARCAN FOR FREE BASED ON AVAILABILITY OF FUNDING.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE DAVIS DIRECTION FOUNDATION AND THE ZONE, A RECOVERY SUPPORT ORGANIZATION, PROVIDE A MONTHLY SHOWER AND LAUNDRY SERVICE THROUGH A PARTNERSHIP WITH OFFICER MIKE O'BRIEN WHO DONATES HIS TIME AND HIS TRUCK TO SERVE OUR COMMUNITY. THE ZONE STAFF COMPLETED LIVING WORKS SUICIDE PREVENTION TRAINING IN 2021 THE DAVIS DIRECTION FOUNDATION AND THE ZONE PROVIDE RECOVERY SUPPORT SERVICES TO THOSE IN NEED IN THE GREATER ATLANTA AREA. ACCORDING TO SAMHSA, APPROXIMATELY 22% OF DEATHS BY SUICIDE INVOLVED ALCOHOL INTOXICATION AND OPIATES WERE PRESENT IN 20% OF DEATHS BY SUICIDE. WITH THE TWO CLOSELY LINKED, THE DAVIS DIRECTION FOUNDATION TOOK ACTION BY INCREASING THE AMOUNT OF AND BROADENING THE TYPE OF TRAININGS PROVIDED TO STAFF IN 2021.
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