Davis Direction Foundation INC EIN 47-1370495 Form 990 (PDF) Claim this org

Davis Direction Foundation INC FY2023 filing

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Supports people in long-term recovery from addiction, aiming to solve the opioid crisis. For fiscal year 2023 it reported $951K in revenue, $1.1M in expenses, and $574K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
Marietta, GA
Website
www.davisdirectionfoundation.org
Filings
5 on file (2020–2023)
Revenue
$951KFY2023
Expenses
$1.1M
Net assets
$574K
People
18
Filings
5
Updates
0
More identity details & actions ⌄
EIN  47-1370495 Public charity (501(c)(3)) Marietta, GA
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Size
$1–10M
What they do
Supports people in long-term recovery from addiction, aiming to solve the opioid crisis.
Leadership
Missy Owen · CEO · $102K
Money in and out
$951K revenue, $1.1M expenses
Bottom line
82% program efficiency
Where the money goes · FY2023
Total revenue
$951K
Pt VIII · Ln 12
Total expenses
$1.1M
Pt IX · Ln 25
Net assets
$574K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$191K
Where spending went · Part IX cols B–D
Program services $0.82 Management & general $0.08 Fundraising $0.10
Program efficiency
82%
of spending reaches programs
Operating runway
5.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
-20%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$951K
FY2023▼ -23%
Expenses
$1.1M
FY2023▲ +3%
Total assets
$662K
FY2023▼ -25%
Total liabilities
$88K
FY2023▼ -23%
Total revenue
$951K
Pt VIII · Ln 12
Total expenses
$1.1M
Pt IX · Ln 25
Net assets
$574K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$191K
Total assetsPt X · Ln 16$662K
Program-expense ratioPt IX · col B82%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CDavis Direction Foundation INC
EINHdr · item D47-1370495
Principal addressHdr · item CMarietta, GA
Year of formationHdr · item Lpending
State of legal domicileHdr · item MGA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P20)
Ruling yearIRS BMFMar 2015

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a16
Independent voting membersPt VI · Ln 1b16
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$102,097Pt VII · Sec A
$102,069Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$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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Mission & Programs · Part III

Where the work happens

3 program services account for $932K of program spending, described in the organization's own filed words · FY2023.
01

See schedule othe zone, a recovery support organization, offers day shelter, 29 in person 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…

$895Kprogram expense
02

See schedule othe davis direction foundation and the zone provided 118 presentationsin 2023. The davis direction foundation and the zone provide a varietyof speaking engagements, presentations, panel discussions, andtrainings annually to educate the community on the deadly disease ofsubstance use disorder, recovery, and the importance of…

$23Kprogram expense
03

See schedule o the zone provided 142 narcan trainings in 2023. 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.

$14Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$918K · 97%
Other revenue$26K · 3%
Investment income$7K · 1%
Contributions & grants97%$918K
Other revenue3%$26K
Investment income1%$7K
Program service revenue$450
— government grantsLn 1e$230K
Total revenueLn 12$951K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.82 Management & general $0.08 Fundraising $0.10
Program services82%$932K
Management & general8%$92K
Fundraising10%$118K
Total functional expensesLn 25$1.1M

Balance Sheet

Part X · end of year
CashLn 1$352K
Total assetsLn 16$662K
Total liabilitiesLn 26$88K
Total net assetsLn 32$574K
Months of cash on handcomputed3.7

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $352K · Operating expenses (Pt IX) $1.1M · Less non-cash grants $356K · Cash operating expenses/yr $785K
5.4 months
Where the money goes
Program services
Program services $932K · Total expenses $1.1M
82%
Management & General
Management & general $92K · Total expenses $1.1M
8%
Fundraising
Fundraising $118K · Total expenses $1.1M
10%
Cost to raise $1
Fundraising expense (3-yr avg) $120K · Solicited contributions (3-yr avg) $725K
$0.17 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $918K · Total revenue $951K
97%
Government reliance
Government grants $230K · Total revenue $951K
24%
Earned-income share
Program service revenue $450 · Total revenue $951K
0.05%
Investment reliance
Investment income $7K · Total revenue $951K
+0.7%
Program self-sufficiency
Program service revenue $450 · Total expenses $1.1M
0.04%
Growth & trend
Revenue growth (YoY)
This year $951K · Prior year $1.2M
-23%
Net-asset trend (YoY)
End of year $574K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $951K · Expenses $1.1M
-20%
Liabilities-to-Assets
Total liabilities — · Total assets $662K
Net-asset ratio
Net assets $574K · Total assets $662K
87%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $662K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Missy Owen · Reported title CEO · Highest reported compensation $102K · Total expenses $1.1M
9%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $772K · Total expenses $1.1M
68%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 82%
Overhead ratio 8%
Fundraising cost ratio 13%
Revenue growth -23%
Legal fee ratio 0.2%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

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

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$1.0M revenue · ⤓ 990 PDF
FY2023$951K revenue · viewing · ⤓ 990 PDF
FY2022$1.2M revenue · ⤓ 990 PDF
FY2021$1.1M revenue · ⤓ 990 PDF
FY2020$1.1M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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