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

Organization ProfileWWW.BDTRUST.ORG
Allentown, PA
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

53rd percentile

0.33x

Higher debt load relative to revenue than 53% of similar nonprofits.

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

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

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

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$32,856,270

Down $10,567,204 (-24%) from 2022

Net Assets

Down

$23,465,318

Down $8,235,707 (-26%) from 2022

Liabilities

Down

$9,390,952

Down $2,331,497 (-20%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin9th percentile

Revenue

Down

$28,543,974

Down $17,435,306 (-38%) from 2022

Expenses

Up

$37,203,750

Up $2,391,789 (+6.9%) from 2022

Net Income

Down

-$8,659,776

Down $19,827,095 (-178%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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 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
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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 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
Open 2023 Filing
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$32,856,270
Liabilities
$9,390,952
Net assets
$23,465,318
Revenue
$28,543,974
Expenses
$37,203,750
Net income
-$8,659,776
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
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