DAVIS DIRECTION FOUNDATION (EIN 471370495) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

MELISSA OWEN

Phone

7706935982

Tax Period

2023-01-01 to 2023-12-31

DAVIS DIRECTION FOUNDATION, founded in 2014, is a small nonprofit in the Human Services sector that reported $951K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $918,020

Program Service Revenue $450

Investment Income $6,804

Other Revenue $25,635

TOTAL REVENUE $950,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $772,261

Fundraising Expenses $117,526

Program Expenses $931,809

Other Expenses $369,216

TOTAL EXPENSES $1,141,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$950,909	$1,231,899	-0.2%
Expenses	$1,141,477	$1,104,600	+0.0%
Net Income	$-190,568	$127,299	-2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$206,121

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERT REEVES	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
DANIEL KRASNER	SECRETARY	1.00	Officer Director	$0	$0	$0
MARLON LONGACRE	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN HAMPTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TANYA SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE HARRY	BOARD MEMBER	4.00	Director	$0	$0	$0
JOYETTE HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
NURDAN CORNELIUS	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMIE MONTGOMERY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCY GRIFFIN	BOARD MEMBER	4.00	Director	$0	$0	$0
TRACIE DOE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT LEONARD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY GINGRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE PRESLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY LUBBERS	BOARD MEMBER	1.00	Director	$0	$0	$0
MISSY OWEN	CEO	55.00	Officer	$102,097	$1,955	$104,052
MICHAEL OWEN	CFO	55.00	Officer	$102,069	$0	$102,069

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$950,909	$1,141,477	$661,830	$-190,568
2022	$1,231,899	$1,104,600	$879,029	$127,299
2021	$1,081,205	$1,031,278	$705,466	$49,927
2020	$1,104,797	$1,038,376	$687,761	$66,421
2019	$1,120,750	$943,045	$549,216	$177,705
2018	$907,544	$732,021	$392,729	$175,523

DAVIS DIRECTION FOUNDATION