Civic Intelligence

Benefits Data Trust C/O Lynn E Feldman Esq

990 • Fiscal year 2023 • EIN 20-3455598

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 25, 2024

1500 Market Street 2800Philadelphia, PA 19102

(215) 207-9100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.29x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.33x

Higher debt load relative to revenue than 52% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$344,869

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

2nd percentile

-24%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-38%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$32,856,270

Flat from 2023

Net Assets

Flat

$23,465,318

Flat from 2023

Liabilities

Flat

$9,390,952

Flat from 2023

Revenue

Flat

$28,543,974

Flat from 2023

Expenses

Flat

$37,203,750

Flat from 2023

Net Income

Flat

-$8,659,776

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $1,276,066Liabilities 2010: $1,143,877Net Assets 2010: $132,1892010Assets 2011: $1,243,252Liabilities 2011: $999,743Net Assets 2011: $243,5092011Assets 2012: $2,577,593Liabilities 2012: $2,268,185Net Assets 2012: $309,4082012Assets 2013: $2,911,980Liabilities 2013: $2,548,989Net Assets 2013: $362,9912013Assets 2014: $5,313,782Liabilities 2014: $2,207,841Net Assets 2014: $3,105,9412014Assets 2015: $5,400,180Liabilities 2015: $3,117,480Net Assets 2015: $2,282,7002015Assets 2016: $10,032,060Liabilities 2016: $5,349,185Net Assets 2016: $4,682,8752016Assets 2017: $7,985,448Liabilities 2017: $5,079,191Net Assets 2017: $2,906,2572017Assets 2018: $11,475,981Liabilities 2018: $4,980,955Net Assets 2018: $6,495,0262018Assets 2019: $23,152,965Liabilities 2019: $6,705,718Net Assets 2019: $16,447,2472019Assets 2020: $35,254,049Liabilities 2020: $13,838,140Net Assets 2020: $21,415,9092020Assets 2021: $30,702,141Liabilities 2021: $9,368,462Net Assets 2021: $21,333,6792021Assets 2022: $43,423,474Liabilities 2022: $11,722,449Net Assets 2022: $31,701,0252022Assets 2023: $32,856,270Liabilities 2023: $9,390,952Net Assets 2023: $23,465,3182023Assets 2023: $32,856,270Liabilities 2023: $9,390,952Net Assets 2023: $23,465,3182023Assets 2024: $13,801,160Liabilities 2024: $8,129,689Net Assets 2024: $5,671,4712024

Highlighted filing

2023

Assets$32,856,270
Liabilities$9,390,952
Net Assets$23,465,318

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $3,433,3732010Revenue 2011: $3,508,554Expenses 2011: $3,397,235Net Income 2011: $111,3192011Revenue 2012: $4,968,470Expenses 2012: $4,899,520Net Income 2012: $68,9502012Revenue 2013: $6,446,912Expenses 2013: $6,393,329Net Income 2013: $53,5832013Revenue 2014: $10,025,159Expenses 2014: $7,282,209Net Income 2014: $2,742,9502014Revenue 2015: $9,154,356Expenses 2015: $9,977,597Net Income 2015: -$823,2412015Revenue 2016: $15,015,846Expenses 2016: $12,516,450Net Income 2016: $2,499,3962016Revenue 2017: $11,964,869Expenses 2017: $13,750,450Net Income 2017: -$1,785,5812017Revenue 2018: $17,369,620Expenses 2018: $13,780,851Net Income 2018: $3,588,7692018Revenue 2019: $25,330,812Expenses 2019: $15,378,591Net Income 2019: $9,952,2212019Revenue 2020: $26,526,932Expenses 2020: $21,487,003Net Income 2020: $5,039,9292020Revenue 2021: $28,284,384Expenses 2021: $28,263,040Net Income 2021: $21,3442021Revenue 2022: $45,979,280Expenses 2022: $34,811,961Net Income 2022: $11,167,3192022Revenue 2023: $28,543,974Expenses 2023: $37,203,750Net Income 2023: -$8,659,7762023Revenue 2023: $28,543,974Expenses 2023: $37,203,750Net Income 2023: -$8,659,7762023Revenue 2024: $5,946,404Expenses 2024: $23,867,436Net Income 2024: -$17,921,0322024

Highlighted filing

2023

Revenue$28,543,974
Expenses$37,203,750
Net Income-$8,659,776
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$28,543,974
Mission and Program Overview

Mission

Benefits data trust is a national not-for-profit committed to transforming how people in need access essential benefits and services.

Committed to transforming how individuals in need access essential benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,324,274$13,879,062▼ $9,445,212
Pledges and Grants Receivable$6,958,988$8,286,406▲ $1,327,418
Land, Buildings, and Equipment, Net$5,593,427$5,837,713▲ $244,286
Savings and Temporary Cash Investments$3,555,351$1,443,144▼ $2,112,207
Cash and Non-Interest-Bearing Accounts$347,123$246,321▼ $100,802
Prepaid Expenses and Deferred Charges$179,150$170,893▼ $8,257
Total Assets$43,423,474$32,856,270▼ $10,567,204
Other Assets Total$3,465,161$2,992,731▼ $472,430
Liabilities
Other Liabilities$5,569,439$4,829,732▼ $739,707
Deferred Revenue$4,300,709$2,402,142▼ $1,898,567
Accounts Payable and Accrued Expenses$1,852,301$2,159,078▲ $306,777
Total Liabilities$11,722,449$9,390,952▼ $2,331,497
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$29,029,219$18,581,293▼ $10,447,926
Net Assets With Donor Restrictions$2,671,806$4,884,025▲ $2,212,219
Total Net Assets Fund Balance$31,701,025$23,465,318▼ $8,235,707
Total Liabilities and Net Assets / Fund Balance$43,423,474$32,856,270▼ $10,567,204

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,499,564$5,484,083$9,983,647
Leasehold Improvements$1,302,961$2,610,771$3,913,732
Equipment$35,188$415,190$450,378
Other Assets Org$2,992,731--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trooper SandersChief Executive OfficerFT$325,115$19,754$344,869
Pauline AbernathyChief Strategy OfficerFT$278,688$18,662$297,350
Erika BlumenthalChief Operating OfficerFT$252,476$18,547$271,023
Sandra Elisa ZygmuntDeputy Chief for Innovation & ProductFT$235,804$26,550$262,354
Sandra Elisa ZygmuntDeputy Chief for Innovation & Produc-$235,804$26,550$262,354
Wendy StarnerChief Financial OfficerFT$233,720$15,043$248,763
Stephen RockwellChief Digital OfficerFT$233,086$9,323$242,409
Sang LeeChief of StaffFT$222,759$16,625$239,384
Alyssa WagnerChief People OfficerFT$220,352$15,563$235,915
Juliette Hye-young ChoSenior Director of PhilanthropyFT$213,950$15,307$229,257
Marta MiguelDirector of Data AnalyticsFT$190,665$7,857$198,522
Sean DonovanSenior Director of Information SystemsFT$183,338$14,083$197,421
Sean DonovanSenior Director of Information Syste-$183,338$14,083$197,421
Laura MarakowskiSenior Director of Client Service & SupportFT$170,354$6,814$177,168
Laura MarakowskiSenior Director of Client Service &-$170,354$6,814$177,168
Paul Trent HuntsbergerEnterprise ArchitectFT$167,952$6,718$174,670

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Adp INCPayroll Services1 ADP BOULEVARD, Roseland, NJ 07068$2,949,429
United MailDirect Marketing4410 BISHOP LANE, Watterson Park, KY 40218$897,380
Five9 INCTelephone Services3001 BISHOP DRIVE, San Ramon, CA 94583$523,376
Sada Systems INCIt Services5250 LANKERSHIM BOULEVARD 620, North Hollywood, CA 91601$420,720
Onshore MomentumIt ServicesPO BOX 74113, Cleveland, OH 44194$409,235
Revenue and Support

Revenue Composition

Contributions and Grants
$15,067,912
Program Service Revenue
$12,811,239
Investment Income
$494,812
Other Revenue
$170,011
All Other Contributions
$15,067,912
Change in Net Assets
$-8,659,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,543,974
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$424,069
Total Revenue per Audited Statements
$28,968,043
Total Revenue per Form 990
$28,543,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$28,211,898
Other Expenses$8,991,852
Total Fundraising Expense$2,042,156
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,739,080$3,477,455$1,029,295$20,245,830
Other Employee Benefits$2,297,733$687,987$206,660$3,192,380
Current Officers, Directors, Trustees, and Key Employees$382,329$1,221,132$538,606$2,142,067
Payroll Taxes$1,416,032$406,064$134,857$1,956,953
Fees for Services Other$1,099,775$811,453-$1,911,228
Information Technology$862,093$999,186$4,550$1,865,829
Depreciation Depletion$1,205,673$441,514$50,944$1,698,131
Occupancy$601,688$232,080$25,786$859,554
Pension Plan Contributions$531,759$111,052$31,857$674,668
Travel$154,073$44,827$11,759$210,659
Insurance-$153,133-$153,133
Office Expenses$24,859$53,320$1,895$80,074
Conferences and Meetings$35,256$24,133$4,938$64,327
Interest-$49,621-$49,621
Fees for Services Legal-$38,293-$38,293
Fees for Services Lobbying$18,052$13,948-$32,000
Other Expenses$65$10,585$1,009$10,650
All Other Expenses$43$1,137-$1,180
Total Functional Expenses$26,369,492$8,792,102$2,042,156$37,203,750

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$37,203,750
Total Expenses per Audited Statements$37,203,750
Total Expenses per Form 990$37,203,750
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$4,779,732
Security Deposit$50,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Part VI, Section B, Line 11B

990 review the form 990 is prepared by the independent accountant and reviewed by management and the audit and finance committee. After management and the audit and finance committee have reviewed the form 990, it is provided to the board for review and approval before filing.

Form 990, Part VI, Section B, Line 12C

After it is discussed with them during the orientation process, new employees are required to review bdt's conflict of interest policy and execute a conflict of interest form disclosing any potential conflicts of interest. Any future conflicts of interest are to be disclosed, and discussed with their supervisor. If a conflict of interest is identified, it would be assessed initally by bdt's associate director of quality compliance, and also by bdt's director of human resources, cfo, and ceo as needed and appropriate actions would be taken to ensure that the conflicts were resolved. As of july 1, 2018, employees sign a conflict of interest statement annually. Bdt board members also sign a conflict of interest form upon appointment to the board and annually. If any conflicts of interest are identified, that board member refrains from participating in the governing body's deliberations and decisions as it pertains to any affected transactions.

Form 990, Part VI, Section B, Line 15

When setting the compensation for the ceo, the board used the 990s of other organizations along with available market data (e.g. Payscale), and the full board voted on the written contract. The outside firm that ran the search also provided valuable competitive input. Form 990, part vi, section b, line 15b: for top management, the 990s of other organizations and available market data are also discussed and the decisions are made by the ceo with full consultation from the cfo and director of human resources. The outside firms that have conducted the searches also provide valuable competitive input. The process for determining compensation for officers or key employees did not change in 2023. Bdt used the process outlined above to set employee compensation and also instituted an flat 2% salary increase at the end of the year.

Form 990, Part VI, Section C, Line 19

Availability of documents the organization provides its governing documents, conflict of interest policy, and financial statements upon request.

Filing and Contact Details

Filer

Filer Name
Benefits Data Trust
EIN
20-3455598
Phone
2152079100
Address
1500 MARKET STREET 2800, PHILADELPHIA, PA 19102

Signing Officer

Name
Wendy Starner
Title
CEO
Phone
2152079100
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Starner
Formed
2005
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
374
Volunteers
10

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET, PHILADELPHIA, PA 19103
Preparer
Steven M Glueck
Phone
2155677770
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

U.s. Gaap requires entities to evaluate, measure and recognize any uncertain tax positions. U.s. Gaap prescribes a minimum threshold that a tax position is required to meet in order to be recognized in the financial statements. Bdt believes that it had no uncertain tax positions as defined by u.s. Gaap.

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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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IRS990/Desc0DIRECT OUTREACH AND APPLICATION ASSISTANCE:BENEFITS DATA TRUST (BDT) ASSISTS CLIENTS WITH THE BENEFIT APPLICATION AND ENROLLMENT PROCESS THROUGH PHONE-BASED APPLICATION ASSISTANCE AND DATA-DRIVEN OUTREACH. BDT PARTNERS WITH GOVERNMENT AGENCIES AND CROSS-SECTOR STAKEHOLDERS AND USES DATA TO IDENTIFY INDIVIDUALS WHO ARE NOT CURRENTLY ACCESSING THE CRITICAL BENEFITS AND SERVICES FOR WHICH THEY QUALIFY. ONCE IDENTIFIED, INDIVIDUALS ARE CONNECTED WITH TRAINED STAFF AT BDT'S CONTACT CENTER, WHICH USES BDT'S PROPRIETARY SOFTWARE TO HELP CLIENTS COMPLETE APPLICATIONS FOR A FULL SUITE OF BENEFITS AND SERVICES AT ONCE, ELIMINATING THE BURDEN AND REDUNDANCY OF NAVIGATING EACH PROGRAM SEPARATELY. THIS IS A GRANT FUNDED PROGRAM THAT IS A FREE SERVICE TO OUR CLIENTS.BEGINNING IN 2020 AND CONTINUING THROUGH 2023, BDT HAS GROWN INTO A NATIONALLY RECOGNIZED ORGANIZATION IN THE BENEFITS ACCESS SECTOR. MANAGEMENT & GENERAL EXPENSES REQUIRED TO SUPPORT A MORE SOPHISTICATED STRUCTURE HAVE ALSO GROWN FROM $4.3MM TO $8.8M (DOUBLING IN SIZE) DURING THAT TIME PERIOD. RECOGNIZING THE NEED TO SUPPORT A GROWING ORGANIZATION, BDT INVESTED IN REVENUE GENERATING STAFF COMPENSATION. FUNDRAISING EXPENSES GREW FROM $700K IN 2020 TO $2M IN 2023, AND $800K INCREASE OVER 2022 EXPENSE. THE INVESTMENT IN SALES/PHILANTHROPY RESOURCES WAS DESIGNED TO INCREASE REVENUE TO SUPPORT THE GROWING EXPENSE STRUCTURE, TO ENSURE LONG-TERM SUSTAINABILITY FOR BDT PROGRAMS, AND TO ALSO DIVERSIFY THE REVENUE STREAMS INTO NEW SECTORS OF TECHNOLOGY AND TA/CONSULTING. IN 2023, THE INVESTMENT IN REVENUE GENERATING RESOURCES DID NOT MATERIALIZE AS PLANNED IN THE FINAL MONTHS OF 2023 WHICH WAS THE MAIN REASON THAT BDT POSTED THE $8.2M DEFICIT IN 2023. PROGRAMMATICALLY THE CONTRACT REVENUES FOR DIRECT SERVICE & OUTREACH HAVE REMAINED CONSISTENT THROUGHOUT THIS TIME PERIOD WITH MANY CONTRACT RENEWALS ONLY AFFORDING MINIMAL % REVENUE INCREASES THAT DID NOT COVER THE CORRESPONDING % INCREASES IN EXPENSES. FROM 2020 TO 2023 THIS DYNAMIC CREATED NEGATIVE MARGIN GAPS AND STEADILY INCREASED THROUGHOUT THE YEARS, MEANWHILE PHILANTHROPY WILLING TO FUND THE REVENUE GAP DECLINED. THIS FACTOR IS DEMONSTRATED IN THE DIRECT SERVICE & OUTREACH REVENUE VS. EXPENSES WHERE THE HISTORICAL 3-YEAR ROLLING AVERAGE % OF EXPENSES FUNDED FOR DIRECT SERVICE & OUTREACH WAS APPROXIMATELY 74% FROM 2018 THROUGH 2021. IN 2022 AND 2023, THE % OF EXPENSES FUNDED DROPPED TO 51% AND 52% RESPECTIVELY, WHILE GRANTS AND CONTRIBUTIONS RECEIVED FOR DIRECT SERVICE AND OUTREACH ALSO DECLINED. KNOWING THE DECLINING TREND IN REVENUES, MANAGEMENT ALSO REDUCED EXPENSES OF OVER $2M FROM 2022 TO 2023, BUT THE REDUCTION OF COSTS STILL LEFT A LARGE GAP. IN 2023 CASH RESERVES WERE USED TO SUSTAIN OPERATIONS OF THE DIRECT SERVICE & OUTREACH PROGRAM.
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IRS990/ExpenseAmt018496467
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt038293
IRS990/FeesForServicesLegalGrp/TotalAmt038293
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt013948
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt018052
IRS990/FeesForServicesLobbyingGrp/TotalAmt032000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0811453
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01099775
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1445.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1645.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1745.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1837.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1937.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2037.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2137.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2237.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
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IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1019754
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1118662
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1218547
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1315043
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt149323
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1516625
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1615563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1726550
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt187857
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1914083
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2015307
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt216814
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt226718
IRS990/Form990PartVIISectionAGrp/PersonNm0WARREN KANTOR
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS SHAFFERT
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm3MARGARET BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4VIKKI WACHINO
IRS990/Form990PartVIISectionAGrp/PersonNm5ZIA KHAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JULIUS GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm7RICH GREENAWALT
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA MORRISON BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm9GWEN MUSE-EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm10TROOPER SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm11PAULINE ABERNATHY
IRS990/Form990PartVIISectionAGrp/PersonNm12ERIKA BLUMENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm13WENDY STARNER
IRS990/Form990PartVIISectionAGrp/PersonNm14STEPHEN ROCKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm15SANG LEE
IRS990/Form990PartVIISectionAGrp/PersonNm16ALYSSA WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm17SANDRA ELISA ZYGMUNT
IRS990/Form990PartVIISectionAGrp/PersonNm18MARTA MIGUEL
IRS990/Form990PartVIISectionAGrp/PersonNm19SEAN DONOVAN
IRS990/Form990PartVIISectionAGrp/PersonNm20JULIETTE HYE-YOUNG CHO
IRS990/Form990PartVIISectionAGrp/PersonNm21LAURA MARAKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm22PAUL TRENT HUNTSBERGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10325115
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11278688
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12252476
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13233720
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14233086
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15222759
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16220352
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17235804
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18190665
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19183338
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20213950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21170354
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22167952
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF DIGITAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF OF STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DEPUTY CHIEF FOR INNOVATION & PRODUCT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF DATA ANALYTICS
IRS990/Form990PartVIISectionAGrp/TitleTxt19SENIOR DIRECTOR OF INFORMATION SYSTEMS
IRS990/Form990PartVIISectionAGrp/TitleTxt20SENIOR DIRECTOR OF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt21SENIOR DIRECTOR OF CLIENT SERVICE & SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ENTERPRISE ARCHITECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt028543974
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04550
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0999186
IRS990/InformationTechnologyGrp/ProgramServicesAmt0862093
IRS990/InformationTechnologyGrp/TotalAmt01865829
IRS990/InsuranceGrp/ManagementAndGeneralAmt0153133
IRS990/InsuranceGrp/TotalAmt0153133
IRS990/InterestGrp/ManagementAndGeneralAmt049621
IRS990/InterestGrp/TotalAmt049621
IRS990/InvestmentIncomeGrp/ExclusionAmt0494812
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0494812
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023324274
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013879062
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08510044
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05593427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05837713
IRS990/LandBldgEquipCostOrOtherBssAmt014347757
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BENEFITS DATA TRUST IS A NATIONAL NOT-FOR-PROFIT COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS AND SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031701025
IRS990/NetAssetsOrFundBalancesEOYAmt023465318
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0424069
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt029029219
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018581293
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt025786
IRS990/OccupancyGrp/ManagementAndGeneralAmt0232080
IRS990/OccupancyGrp/ProgramServicesAmt0601688
IRS990/OccupancyGrp/TotalAmt0859554
IRS990/OfficeExpensesGrp/FundraisingAmt01895
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt053320
IRS990/OfficeExpensesGrp/ProgramServicesAmt024859
IRS990/OfficeExpensesGrp/TotalAmt080074
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03465161
IRS990/OtherAssetsTotalGrp/EOYAmt02992731
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0206660
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0687987
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02297733
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03192380
IRS990/OtherExpensesGrp/Desc0MAIL PRODUCTION-OUTREAC
IRS990/OtherExpensesGrp/Desc1SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc2FILING FEES
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt01009
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015182
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110585
IRS990/OtherExpensesGrp/ProgramServicesAmt01200568
IRS990/OtherExpensesGrp/ProgramServicesAmt1800414
IRS990/OtherExpensesGrp/ProgramServicesAmt265
IRS990/OtherExpensesGrp/TotalAmt01201577
IRS990/OtherExpensesGrp/TotalAmt1800414
IRS990/OtherExpensesGrp/TotalAmt215182
IRS990/OtherExpensesGrp/TotalAmt310650
IRS990/OtherLiabilitiesGrp/BOYAmt05569439
IRS990/OtherLiabilitiesGrp/EOYAmt04829732
IRS990/OtherRevenueMiscGrp/BusinessCd0518210
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0170011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0170011
IRS990/OtherRevenueTotalAmt0170011
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01029295
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03477455
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015739080
IRS990/OtherSalariesAndWagesGrp/TotalAmt020245830
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0134857
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0406064
IRS990/PayrollTaxesGrp/ProgramServicesAmt01416032
IRS990/PayrollTaxesGrp/TotalAmt01956953
IRS990/PensionPlanContributionsGrp/FundraisingAmt031857

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$8.13$5.67$5.95$23.9$17.9
2023Detailed filing. Detailed filing data is available for this year.$32.9$9.39$23.5$28.5$37.2$8.66
2023Summary only. Only limited summary data is available for this year.$32.9$9.39$23.5$28.5$37.2$8.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$11.7$31.7$46.0$34.8$11.2
2021Summary only. Only limited summary data is available for this year.$30.7$9.37$21.3$28.3$28.3$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$13.8$21.4$26.5$21.5$5.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$6.71$16.4$25.3$15.4$9.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$4.98$6.50$17.4$13.8$3.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$5.08$2.91$12.0$13.8$1.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$5.35$4.68$15.0$12.5$2.50
2015Detailed filing. Detailed filing data is available for this year.$5.40$3.12$2.28$9.15$9.98$0.82
2014Detailed filing. Detailed filing data is available for this year.$5.31$2.21$3.11$10.0$7.28$2.74
2013Summary only. Only limited summary data is available for this year.$2.91$2.55$0.36$6.45$6.39$0.05
2012Summary only. Only limited summary data is available for this year.$2.58$2.27$0.31$4.97$4.90$0.07
2011Summary only. Only limited summary data is available for this year.$1.24$1.00$0.24$3.51$3.40$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$1.14$0.13$3.43