1. Executive Summary
- Mission: To provide safe, supportive, and structured sober living environments that empower individuals to achieve long-term recovery from addiction.
- Vision: A world where sustainable recovery is accessible to all, fostering healthier communities.
- Values: Compassion, integrity, accountability, community, and evidence-based practices.
- Unique Selling Proposition:
- Real-time data tracking and personalized recovery plans.
- Integration of technology for communication, support, and progress monitoring.
- Focus on life skills development and vocational training.
- Strong community partnerships for comprehensive support.
- Financial Highlights: (Placeholder – To be filled with projections)
- Seeking $650,000 to launch 2 homes in Southeast Kentucky.
- Projected Estimated ROI: ($80,640 / $650,000) x 100% = 12.4% within the first year.
- Sustainable revenue model through resident fees and potential grants/donations.
2. Company Description
- FOUNDnATION is a non-profit organization committed to providing high-quality sober living services.
- We believe in a holistic approach that addresses the physical, emotional, and social aspects of recovery.
- Our homes offer a structured environment with clear guidelines, peer support, and access to resources.
- We prioritize data-driven decision-making to ensure effectiveness and continuous improvement.
3. Market Analysis
- Target Market: Individuals seeking a supportive environment to maintain sobriety after completing treatment programs.
- Market Need:
- High rates of relapse among individuals with substance use disorders.
- Limited availability of affordable, quality sober living options.
- Growing demand for evidence-based recovery support services.
- Competitive Advantages:
- Personalized recovery plans based on real-time data.
- Technology integration for enhanced support and communication.
- Focus on life skills development and vocational training.
- Strong community partnerships for comprehensive resources.
4. Services Offered
- Safe and Supportive Housing: Comfortable, well-maintained homes with 24/7 staff support.
- Personalized Recovery Plans: Tailored to individual needs, goals, and progress, tracked in real-time.
- Peer Support and Community: Fostering a sense of belonging and mutual accountability among residents.
- Life Skills Development: Training in areas such as budgeting, job searching, and healthy relationships.
- Vocational Training: Partnerships with local organizations to provide job skills and employment opportunities.
- Case Management: Connecting residents with resources such as therapy, medical care, and legal assistance.
- Aftercare Planning: Developing strategies for long-term sobriety and success.
5. Operations Plan
- Location Strategy: Strategic placement of homes in accessible areas with proximity to resources.
- Staffing: Hiring qualified, compassionate professionals with experience in addiction recovery.
- Technology: Implementing software for data tracking, communication, and progress monitoring.
- Partnerships: Collaborating with treatment centers, healthcare providers, and community organizations.
- Quality Assurance: Regular evaluation of program effectiveness and resident satisfaction.
6. Financial Plan; Start-up Cost Projections:
- Occupancy Rate: 80% (This accounts for vacancies and turnover)
- Monthly Rent per Bed: $600 (This can vary widely depending on location and services offered)
- Number of Beds per House: 10 (5 bedrooms with 2 beds per room)
- Operating Expenses: 30% of gross revenue (Includes staff, utilities, maintenance, etc.)
Calculations:
- Gross Monthly Revenue per House: 10 beds x $600/bed x 80% occupancy = $4,800
- Gross Monthly Revenue for Two Houses: $4,800 x 2 = $9,600
- Annual Gross Revenue: $9,600 x 12 = $115,200
- Annual Operating Expenses: $115,200 x 30% = $34,560
- Annual Net Income: $115,200 – $34,560 = $80,640
- Estimated ROI: ($80,640 / $650,000) x 100% = 12.4%
- Funding Sources: Seeking $500,000 from investors, grants, and individual donations.
- Revenue Model: Resident fees, potential government funding, and fundraising efforts.
Projected Financials:
Projected Financials (5 Years)
Assumptions (These are EXAMPLES):
- Inflation: Assumed at a constant 3% annually.
- Rent Increases: Assumed at 3% annually, matching inflation.
- Occupancy: Starts at 80% and gradually increases to 90% by year 5.
- Expenses: Start at 30% of revenue and are assumed to increase with inflation.
- No major capital expenditures are included. This is a HUGE simplification. We will likely have maintenance and repair costs.
Income Statement (Simplified)
| Year | Revenue | Expenses | Net Income |
| 1 | $115,200 | $34,560 | $80,640 |
| 2 | $118,656 | $35,597 | $83,059 |
| 3 | $122,158 | $36,665 | $85,493 |
| 4 | $125,707 | $37,764 | $87,943 |
| 5 | $131,191 | $39,357 | $91,834 |
Balance Sheet (Simplified – Key Items)
| Year | Assets (Simplified – Value of Property) | Liabilities (Simplified – Remaining Loan) | Equity |
| 0 | $650,000 | $650,000 | $0 |
| 1 | $650,000 (Assumed constant for simplification) | $570,000 (Hypothetical – Requires loan amortization schedule) | $80,640 |
| 2 | $650,000 | $480,000 (Hypothetical) | $163,700 |
| 3 | $650,000 | $380,000 (Hypothetical) | $270,000 |
| 4 | $650,000 | $270,000 (Hypothetical) | $380,000 |
| 5 | $650,000 | $150,000 (Hypothetical) | $500,000 |
Cash Flow Projection (Simplified)
| Year | Operations $ | $ Invested | Financing $ | Net $ |
| 1 | $80,640 | $0(Simplified) | -$80,000 (Hypothetical Loan Payment) | $640 |
| 2 | $83,059 | $0 | -$90,000 (Hypothetical Loan Payment) | -$6,941 |
| 3 | $85,493 | $0 | -$100,000 (Hypothetical Loan Payment) | -$14,507 |
| 4 | $87,943 | $0 | -$110,000 (Hypothetical Loan Payment) | -$22,057 |
| 5 | $91,834 | $0 | -$120,000 (Hypothetical Loan Payment) | -$28,166 |
Key Points and Cautions:
- This is a simplified model for illustrative purposes only. Real-world financials are much more complex.
- Occupancy rates, rent, expenses, and inflation are estimates. Thorough market research is crucial.
- Loan payments are hypothetical. You need a proper loan amortization schedule.
- Major repairs and capital expenditures are not included. These can significantly impact your finances.
Sustainability Plan: Strategies for long-term financial stability and growth.
7. Management Team
- Robert Hutchins & Willow Cherry: We have a blend of business acumen, interpersonal abilities, and a deep understanding of the recovery process.
- Team Member Expertise: Communication is paramount. Collaboration, Problem-Solving, Critical Thinking, Time Management, Organization, Adaptability and Learning Agility, including Professionalism and Work Ethic.
- Advisory Board: Professionals in Addiction Treatment, Recovery, Professionals in Addiction Treatment, and of course Legal Professionals.
8. Appendix
- Market Research Data: Supporting evidence for the need for sober living services.
- Financial Projections: Detailed financial statements and assumptions.
- Letters of Support: Testimonials from community partners or individuals in recovery.
- Organizational Chart: We have extensive access to personnel in the business and are highly adaptive and dynamic in our management and deployment of the most successfully accepted methods.
Real-Time Details and Adaptability
- Data-Driven Decision Making: Implement systems to track resident progress, program effectiveness, and financial performance.
- Key Performance Indicators (KPIs): Monitor metrics such as sobriety rates, employment rates, and housing stability.
- Regular Reporting: Provide investors with transparent, up-to-date information on program outcomes and financials.
- Continuous Improvement: Use data to refine programs, adjust strategies, and maximize impact.
Remember:
- Our specific audience: The aspects most relevant to investors after ROI is helping the therapeutic community of our establishment.
- We are obviously realistic and data-driven: If you can improve anything, we appreciate your input.
- Social impact: The positive change our organization will create is therapeutic to any community.
- We have the passion and expertise: Our commitment to the mission is as important as life itself and your ability to execute the plan is solid.
