Davis Heller Memorial Foundation

Nonprofit profile at a glance

EIN
920705867
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025
Location
Mooresville, NC, USA
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Reported finances

Revenue
$31,670
Expenses
$23,004
Assets
$75,527

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • DJ Heller (President)
  • Melanie Heller (Vice President)

People named in this filing

  • DJ Heller (President)
  • Melanie Heller (Vice President)
  • Michelle Costales (Secretary and Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation is created to honor the memory of Davis Heller by giving athletes who exemplify Davis character of being a team player and bettering themselves on and off the field the opportunity to receive a college level education

What it reported doing in 2025

Scholarships awarded to 5 student athletes

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 100
  • Sustainability: 66
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71%; rating input score 71
  • Program expense ratio: 97.8%; rating input score 98

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 27.4%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 3.28; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 49.5% per year; rating input score 100; 92nd percentile among comparable filings
  • Revenue growth: -38.6% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 1.8% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: 71% of revenue deployed · 97.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $22K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.