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← DATA FOUNDATION

Form 990 for tax year 2023

Filed by DATA FOUNDATION.

Totals

Total revenue
$984,490
Total expenses
$1,829,538
Contributions and grants received
$710,100
Grants paid
$0
Program service revenue
$274,390
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,066,767
Total liabilities, end of year
$42,944
Net assets or fund balances, end of year
$1,023,823
Program services expenses (Part IX)
$1,441,119
Management and general expenses
$342,164
Fundraising expenses
$46,255
Program service expenses (Part III)
$1,441,119

Program services were 78.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $438,384

  • 1f · All other contributions, gifts and grants

    $271,716

  • 2a · Program service revenue: Events

    total $232,430 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Service contracts

    total $33,411 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Honoraria and similar

    total $8,549 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $372,100 · program services $249,029 · management and general $104,425 · fundraising $18,646

  • 7 · Other salaries and wages

    total $664,196 · program services $609,007 · management and general $54,753 · fundraising $436

  • 8 · Pension plan contributions

    total $21,985 · program services $18,945 · management and general $2,861 · fundraising $179

  • 9 · Other employee benefits

    total $66,870 · program services $50,057 · management and general $16,306 · fundraising $507

  • 10 · Payroll taxes

    total $75,900 · program services $64,430 · management and general $10,708 · fundraising $762

  • 11a · Fees: management

    total $63,577 · program services $51,800 · management and general $9,990 · fundraising $1,787

  • 11b · Fees: legal

    total $839 · program services $683 · management and general $132 · fundraising $24

  • 11c · Fees: accounting

    total $25,500 · program services $20,776 · management and general $4,007 · fundraising $717

  • 11g · Fees: other

    total $137,119 · program services $86,984 · management and general $50,135 · fundraising $0

  • 12 · Advertising and promotion

    total $12,195 · program services $2,997 · management and general $9,198 · fundraising $0

  • 13 · Office expenses

    total $7,741 · program services $4,095 · management and general $2,930 · fundraising $716

  • 14 · Information technology

    total $41,792 · program services $33,218 · management and general $2,412 · fundraising $6,162

  • 16 · Occupancy

    total $40,251 · program services $32,794 · management and general $6,325 · fundraising $1,132

  • 17 · Travel

    total $43,009 · program services $25,268 · management and general $16,069 · fundraising $1,672

  • 19 · Conferences, conventions and meetings

    total $179,619 · program services $179,619 · management and general $0 · fundraising $0

  • 24a · Other expenses: Professional development

    total $12,019 · program services $5,649 · management and general $6,370 · fundraising $0

  • 24b · Other expenses: Other business expenses

    total $17,790 · program services $0 · management and general $4,275 · fundraising $13,515

  • 24c · Other expenses: Graphic design

    total $5,214 · program services $5,006 · management and general $208 · fundraising $0

  • 24d · Other expenses: Bad debt

    total $35,712 · program services $0 · management and general $35,712 · fundraising $0

  • 24e · All other expenses

    total $6,110 · program services $762 · management and general $5,348 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $547,352 · end of year $579,670

  • 3 · Pledges and grants receivable

    beginning of year $1,283,310 · end of year $381,831

  • 4 · Accounts receivable

    beginning of year $97,000 · end of year $97,838

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,553 · end of year $7,428

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,562 · end of year $31,694

  • 19 · Deferred revenue

    beginning of year $62,083 · end of year $11,250

  • 27 · Net assets without donor restrictions

    beginning of year $363,090 · end of year $562,690

  • 28 · Net assets with donor restrictions

    beginning of year $1,515,480 · end of year $461,133

Mission and programs · 2023

Mission

Through research, education and programming, the Data Foundation promotes evidence-informed policymaking and open data to improve society.

  • The Data Foundation supported numerous efforts related to financial data, open data, data sharing, and usability through partnerships and engagement with Congress and the Executive Branch. Hosted events such as RegTech Data Summit, a Research Symposium on Data and Evidence for Better Government; provided opportunities to bring leading experts from industry, academia, and government together to develop a shared understanding of challenges and solutions related to Evidence Act implementation; issued a compendium of insights and perspectives generated from the 2022 research symposium; issued a descriptive summary of results from a survey of federal chief data officers; encouraged improved data literacy and alignment with data governance strategies in the public sector, led the enactment of milestone legislation including the National Secure Data Service and the Financial Data Transparency Act; supported implementation of new transparency and data laws; and demonstrated new strategies for continuing to innovate with government data.

    Expenses $1,441,119 · Revenue $232,429

As filed on the 2023 return.

Listed in Part VII

  • Nicholas Hart

    President /Board Secretary

    Total calculated
    $315,317
    From this org
    $307,240
    From related orgs
    $0
    Other
    $8,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,500
    Bonus
    $50,000
    Other
    $0
    Deferred
    $1,286
    Nontaxable benefits
    $6,791
    Filer's total
    $315,577
  • Sherry Weir

    Chair

    Total calculated
    $0
    Hours/week
    1
  • Paul Seckar

    Vice Chair

    Total calculated
    $0
    Hours/week
    1
  • Kris Rowley

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Craig Clay

    Director

    Total calculated
    $0
    Hours/week
    1
  • Molly Irwin

    Director

    Total calculated
    $0
    Hours/week
    1
  • Valerie Logan

    Director

    Total calculated
    $0
    Hours/week
    1
  • Steven Meizanis

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kathy Newcomer

    Director

    Total calculated
    $0
    Hours/week
    1
  • Nancy Potok

    Director

    Total calculated
    $0
    Hours/week
    1
  • Lynn Peng

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kevin Richards

    Director

    Total calculated
    $0
    Hours/week
    1
  • Mark Urbanczyk

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349301562

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