Davis Direction Foundation INC FY2021 filing

Tax-deductible

Marietta, GA501(c)(3)Human ServicesEIN 47-1370495

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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.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$174K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $3K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$174K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $75K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$68K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-2% vs prior year
Spent
$1.0M
To programs
78%
Net assets
$637K
By yearFY2020–FY2024
Revenue
$1.1M
FY2021▼ -2%
Revenue by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.2M
FY2023$951K
FY2024$1.0M
Expenses
$1.0M
FY2021▼ -0.7%
Expenses by fiscal year
FY2020$1.0M
FY2021$1.0M
FY2022$1.1M
FY2023$1.1M
FY2024$1.1M
Net assets
$637K
FY2021▲ +8%
Net assets by fiscal year
FY2020$587K
FY2021$637K
FY2022$765K
FY2023$574K
FY2024$538K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $805K Management & general 10% · $102K Fundraising 12% · $124K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $174K paid to officers and key staff.

Part VII, Section A · reportable compensation
$87,765Pt VII · Sec A
$85,807Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Board Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Michael Owen’s $103K as CFO is at the 38th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Michael Owen$102,546$102,069$101,145$87,765$87,203
Missy Owen—$102,097$99,790$85,807$87,199
Melissa Owen$100,590————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports people in long-term recovery from addiction, aiming to solve the opioid crisis.

Provided by the organization

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3 program services account for $805K of program spending, described in the organization's own filed words · FY2021.
01

See 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.

$759Kprogram expense
02

See 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…

$41Kprogram expense
03

See 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.

$4Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 2 funders$75K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$16K
Investment incomeLn 3$161
Money outPt IX
$1.0M
Ln 25
Programscol B$805K
Managementcol C$102K
Fundraisingcol D$124K
Owns and owesPt X
$637K
net assets · Ln 32
Cash and savingsLn 1–2$423K
Total assetsLn 16$705K
LiabilitiesLn 26$68K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$522K
Noncash giftsLn 1g$316K
Fundraising eventsLn 1c$134K
Fees for servicesLn 2g$16K
Investment incomeLn 3$161
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$423K
Cash and savings togetherLn 1–2$423K
Land, buildings, equipmentLn 10c$120K
Total assetsLn 16$705K
LiabilitiesLn 26$68K
Net assetsLn 32$637K
OperationsPt I, VI
EmployeesI 531
VolunteersI 680
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$252K$423K
Land, buildings, equipmentLn 10c$127K$120K
Total assetsLn 16$688K$705K
LiabilitiesLn 26$100K$68K
Net assetsLn 32$587K$637K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$177K$66K$44K$66K
Other salaries and wagesLn 7$412K$385K$9K$19K
Payroll taxesLn 10$48K$36K$4K$7K
Accounting feesLn 11c$24K$24K
Other fees for servicesLn 11g$87K$78K$9K
Advertising and promotionLn 12$18K$13K$4K
Office expensesLn 13$22K$19K$468$3K
Information technologyLn 14$6K$6K
OccupancyLn 16$82K$69K$8K$4K
TravelLn 17$2K$918$921
Conferences, conventions and meetingsLn 19$100$100
InterestLn 20$21$21
Depreciation, depletion and amortizationLn 22$56K$47K$6K$3K
InsuranceLn 23$24K$20K$2K$1K
Other expenses (24a–d)Ln 24$72K$64K$4K$5K
All other expensesLn 24e$2K$966$1K
Total functional expensesLn 25$1.0M$805K$102K$124K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.0M$1.1M−$36K$538K 990 PDF
FY2023 $951K$1.1M−$191K$574K 990 PDF
FY2022 $1.2M$1.1M$127K$765K 990 PDF
FY2021 Viewing $1.1M$1.0M$50K$637K 990 PDF
FY2020 $1.1M$1.0M$66K$587K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $1,081,205 across 10 lines filed
Lines not itemized here account for −$1,078 of total revenue; see the IRS return.
VIII-1c Fundraising events$134,497
VIII-1e Government grants$521,864
VIII-1f All other contributions, gifts and grants$437,318
VIII-1g Noncash contributions (included above)$316,477
VIII-1h Total contributions, gifts and grants$1,093,679
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,258$16,258
VIII-3 Investment incomeExcluded from tax $161$161
VIII-8 Net income from fundraising eventsExcluded from tax −$36,295−$36,295
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $5,012 · Excluded from tax $3,468$8,480
VIII-12 Total revenueRelated to mission $16,258 · Unrelated business $5,802 · Excluded from tax −$34,534$1,081,205
Part IX · Statement of functional expenses $1,031,278 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $66,269 · Management $44,089 · Fundraising $66,269$176,627
IX-7 Other salaries and wagesPrograms $384,782 · Management $8,511 · Fundraising $18,969$412,262
IX-10 Payroll taxesPrograms $36,100 · Management $4,494 · Fundraising $7,283$47,877
IX-11c Accounting feesManagement $23,725$23,725
IX-11g Other fees for servicesPrograms $77,575 · Fundraising $9,332$86,907
IX-12 Advertising and promotionPrograms $13,426 · Fundraising $4,475$17,901
IX-13 Office expensesPrograms $18,631 · Management $468 · Fundraising $3,081$22,180
IX-14 Information technologyPrograms $5,960$5,960
IX-16 OccupancyPrograms $69,420 · Management $8,167 · Fundraising $4,084$81,671
IX-17 TravelPrograms $918 · Fundraising $921$1,839
IX-19 Conferences, conventions and meetingsManagement $100$100
IX-20 InterestPrograms $21$21
IX-22 Depreciation, depletion and amortizationPrograms $47,275 · Management $5,562 · Fundraising $2,781$55,618
IX-23 InsurancePrograms $20,281 · Management $2,386 · Fundraising $1,193$23,860
IX-24 Other expenses (24a–d)Programs $64,232 · Management $3,538 · Fundraising $4,630$72,400
IX-24e All other expensesManagement $966 · Fundraising $1,364$2,330
IX-25 Total functional expensesPrograms $804,890 · Management $102,006 · Fundraising $124,382$1,031,278
Part X · Balance sheet $705,466 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $251,670$422,665
X-3 Pledges and grants receivableStart of year $189,259$59,639
X-8 Inventories for sale or useStart of year $106,214$84,672
X-9 Prepaid expenses and deferred chargesStart of year $13,071$18,632
X-10c Land, buildings and equipment, netStart of year $127,397$119,858
X-16 Total assetsStart of year $687,761$705,466
X-17 Accounts payable and accrued expensesStart of year $49,357$42,351
X-26 Total liabilitiesStart of year $100,267$68,045
X-27 Net assets without donor restrictionsStart of year $587,494$637,421
X-32 Total net assets or fund balancesStart of year $587,494$637,421
X-33 Total liabilities and net assetsStart of year $687,761$705,466
Part XI · Reconciliation of net assets $637,421 net assets at year end
XI-1 Total revenue$1,081,205
XI-2 Total expenses$1,031,278
XI-3 Revenue less expenses$49,927
XI-4 Net assets at start of year$587,494
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$637,421

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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