Civic Intelligence

The Datz Foundation

990 • Fiscal year 2023 • EIN 52-1496940

Feb 01, 2022 to Jan 31, 2023 • Filed on Sep 27, 2023

311 Maple Avenue WestVienna, VA 22180-4871

(703) 242-8800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.02x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$111,756

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 40.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-34%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$194,777

Down $102,034 (-34%) from 2022

Net Assets

Down

$189,981

Down $98,526 (-34%) from 2022

Liabilities

Down

$4,796

Down $3,508 (-42%) from 2022

Revenue

Down

$278,227

Down $76,346 (-22%) from 2022

Expenses

Down

$376,753

Down $11,759 (-3.0%) from 2022

Net Income

Down

-$98,526

Down $64,587 (-190%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $926,452Liabilities 2011: $33,290Net Assets 2011: $893,1622011Assets 2012: $773,498Liabilities 2012: $29,524Net Assets 2012: $743,9742012Assets 2013: $657,606Liabilities 2013: $27,651Net Assets 2013: $629,9552013Assets 2014: $519,651Liabilities 2014: $56,115Net Assets 2014: $463,5362014Assets 2015: $369,376Liabilities 2015: $37,460Net Assets 2015: $331,9162015Assets 2016: $406,480Liabilities 2016: $23,726Net Assets 2016: $382,7542016Assets 2017: $465,827Liabilities 2017: $20,897Net Assets 2017: $444,9302017Assets 2018: $428,667Liabilities 2018: $26,142Net Assets 2018: $402,5252018Assets 2019: $401,425Liabilities 2019: $20,264Net Assets 2019: $381,1612019Assets 2020: $404,342Liabilities 2020: $19,162Net Assets 2020: $385,1802020Assets 2021: $374,695Liabilities 2021: $51,172Net Assets 2021: $323,5232021Assets 2022: $296,811Liabilities 2022: $8,304Net Assets 2022: $288,5072022Assets 2023: $194,777Liabilities 2023: $4,796Net Assets 2023: $189,9812023Assets 2024: $79,374Liabilities 2024: $4,796Net Assets 2024: $74,5782024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$194,777
Liabilities$4,796
Net Assets$189,981

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $841,7342011Expenses 2012: $829,9582012Expenses 2013: $865,0282013Revenue 2014: $652,494Expenses 2014: $719,826Net Income 2014: -$67,3322014Revenue 2015: $560,303Expenses 2015: $696,365Net Income 2015: -$136,0622015Revenue 2016: $497,626Expenses 2016: $459,590Net Income 2016: $38,0362016Revenue 2017: $511,462Expenses 2017: $456,555Net Income 2017: $54,9072017Revenue 2018: $451,292Expenses 2018: $488,042Net Income 2018: -$36,7502018Revenue 2019: $410,178Expenses 2019: $434,610Net Income 2019: -$24,4322019Revenue 2020: $383,072Expenses 2020: $389,516Net Income 2020: -$6,4442020Revenue 2021: $293,695Expenses 2021: $368,325Net Income 2021: -$74,6302021Revenue 2022: $354,573Expenses 2022: $388,512Net Income 2022: -$33,9392022Revenue 2023: $278,227Expenses 2023: $376,753Net Income 2023: -$98,5262023Revenue 2024: $142,534Expenses 2024: $257,937Net Income 2024: -$115,4032024Revenue 2025: $62,728Expenses 2025: $82,993Net Income 2025: -$20,2652025

Highlighted filing

2023

Revenue$278,227
Expenses$376,753
Net Income-$98,526
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$278,227
Mission and Program Overview

Mission

Placement of adoptable children in family homes

The placement of adoptable children in family homes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$291,968$189,978▼ $101,990
Land, Buildings, and Equipment, Net$42--
Investments Program Related$5$3▼ $2
Total Assets$296,811$194,777▼ $102,034
Other Assets Total$4,796$4,796→ $0
Liabilities
Other Liabilities$8,304$4,796▼ $3,508
Total Liabilities$8,304$4,796▼ $3,508
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$288,507$189,981▼ $98,526
Total Net Assets Fund Balance$288,507$189,981▼ $98,526
Total Liabilities and Net Assets / Fund Balance$296,811$194,777▼ $102,034

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$14,784$14,784
Buildings-$5,703$5,703
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Vivian DatoffExecutive DiFT$111,756$111,756
Mark EckmanVP / SecretaFT$79,872$79,872

Board Members and Trustees

NameTitle
Taylor PuskaricPresident/tr
Michael SarzoMember
Miriam AsayagMember
Yong SunMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$274,506
Investment Income
$1
Other Revenue
$3,720
Change in Net Assets
$-98,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$227,792
Other Expenses$148,961
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$143,721$47,907-$191,628
Fees for Services Other$38,822$12,941-$51,763
Occupancy$29,504$9,835-$39,339
Payroll Taxes$13,608$4,536-$18,144
Pension Plan Contributions$9,000$3,000-$12,000
Office Expenses$8,879$2,960-$11,839
Insurance$5,195$1,732-$6,927
Other Salaries and Wages$4,515$1,505-$6,020
All Other Expenses$3,145$1,048-$4,193
Fees for Services Accounting$3,041$1,014-$4,055
Other Expenses$1,287$429-$1,716
Depreciation Depletion$31$11-$42
Total Functional Expenses$282,563$94,190$0$376,753
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mark Eckman Vivian DatoffDirectorsOffice LeaseNo$36,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Escrow Liability$4,796
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Mark eckman vivian datoff vp/secretary director husband and wife

Form 990, Page 6, Part VI, Line 11B

A copy of the 990 is provided to the executive director and the legal counsel for their review prior to filing.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is known to each board member and is agreed to by new board members

Form 990, Page 6, Part VI, Line 15B

Wages & salaries of other officers & key employees were arrived at based on research of comparable positions in the same geographic area.

Form 990, Page 6, Part VI, Line 19

Copies of all documents are available for viewing at the office of the organization

Filing and Contact Details

Filer

Filer Name
The Datz Foundation
EIN
52-1496940
Phone
7032428800
Address
311 MAPLE AVENUE WEST, VIENNA, VA 22180-4871

Signing Officer

Name
Mark Eckman
Title
VP / Secretary
Phone
7032428800
Signed
2023-09-27

Organization Details

Principal Officer
Mark Eckman
Formed
1987
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
3

Preparer

Firm
Stitely & Karstetter
Address
4460 BROOKFIELD CORPORATE DR STE F, CHANTILLY, VA 20151
Preparer
Christie Krouse
Phone
7038188284
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Prof fees - home study 7,290 2,430 0 prof fees - social workers 26,564 8,855 0 prof fees - others 4,968 1,656 0 total 38,822 12,941 0

Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0404790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01617958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05458
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013008
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99250
IRS990ScheduleA/PublicSupportPY509Pct00.99010
IRS990ScheduleA/PublicSupportTotal509Amt01709958
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0278227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0354573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0292567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0379801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0404790
IRS990ScheduleA/Total509Grp/TotalAmt01709958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0278227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0354573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0292655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0387263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0410248
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01722966
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05703
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05703
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014784
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014784
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04796
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT ESCROW LIABILITY
IRS990ScheduleD/TotalLiabilityAmt04796
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARK ECKMAN VIVIAN DATOFF
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTORS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt036000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0OFFICE LEASE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK ECKMAN VIVIAN DATOFF VP/SECRETARY DIRECTOR HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND THE LEGAL COUNSEL FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS KNOWN TO EACH BOARD MEMBER AND IS AGREED TO BY NEW BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WAGES & SALARIES OF OTHER OFFICERS & KEY EMPLOYEES WERE ARRIVED AT BASED ON RESEARCH OF COMPARABLE POSITIONS IN THE SAME GEOGRAPHIC AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF ALL DOCUMENTS ARE AVAILABLE FOR VIEWING AT THE OFFICE OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROF FEES - HOME STUDY 7,290 2,430 0 PROF FEES - SOCIAL WORKERS 26,564 8,855 0 PROF FEES - OTHERS 4,968 1,656 0 TOTAL 38,822 12,941 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0296811
IRS990/TotalAssetsEOYAmt0194777
IRS990/TotalAssetsGrp/BOYAmt0296811
IRS990/TotalAssetsGrp/EOYAmt0194777
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094190
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0282563
IRS990/TotalFunctionalExpensesGrp/TotalAmt0376753
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08304
IRS990/TotalLiabilitiesEOYAmt04796
IRS990/TotalLiabilitiesGrp/BOYAmt08304
IRS990/TotalLiabilitiesGrp/EOYAmt04796
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0288507
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0189981
IRS990/TotalProgramServiceExpensesAmt0282563
IRS990/TotalProgramServiceRevenueAmt0274506
IRS990/TotalReportableCompFromOrgAmt0191628
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0278227
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0296811
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0194777
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02022 SPRING BRANCH DRIVE
IRS990/USAddress/CityNm0VIENNA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022181
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.DATZFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ECKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP / SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07032428800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DATZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DATZ
ReturnHeader/Filer/EIN0521496940
ReturnHeader/Filer/PhoneNum07032428800
ReturnHeader/Filer/USAddress/AddressLine1Txt0311 MAPLE AVENUE WEST
ReturnHeader/Filer/USAddress/CityNm0VIENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0221804871
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201011146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STITELY & KARSTETTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04460 BROOKFIELD CORPORATE DR STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANTILLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020151
ReturnHeader/PreparerPersonGrp/PhoneNum07038188284
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIE KROUSE
ReturnHeader/ReturnTs02023-09-27T09:54:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ECKMAN
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.63$0.83$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.05$0.75$1.43$2.58$1.15
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.05$1.90$2.78$3.77$0.99
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.08$2.89$3.55$3.89$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.51$3.24$2.94$3.68$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.19$3.85$3.83$3.90$0.06
2019Summary only. Only limited summary data is available for this year.$4.01$0.20$3.81$4.10$4.35$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.26$4.03$4.51$4.88$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.21$4.45$5.11$4.57$0.55
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.24$3.83$4.98$4.60$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.69$0.37$3.32$5.60$6.96$1.36
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.56$4.64$6.52$7.20$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.28$6.30$8.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$0.30$7.44$8.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.26$0.33$8.93$8.42