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Nonprofiteer
← BENEFITS DATA TRUST

Form 990 for tax year 2022

Filed by BENEFITS DATA TRUST.

Totals

Total revenue
$45,979,280
Total expenses
$34,811,961
Contributions and grants received
$32,534,625
Grants paid
$0
Program service revenue
$12,937,546
Investment income
$491,574
Other revenue
$15,535
Total assets, end of year
$43,423,474
Total liabilities, end of year
$11,722,449
Net assets or fund balances, end of year
$31,701,025
Program services expenses (Part IX)
$25,393,076
Management and general expenses
$8,243,078
Fundraising expenses
$1,175,807
Program service expenses (Part III)
$25,393,076

Program services were 72.9% 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.

  • 1a · Federated campaigns

    $165,000

  • 1f · All other contributions, gifts and grants

    $32,369,625

  • 2a · Program service revenue: PROGRAM SERVICES

    total $12,937,546 · related or exempt $12,937,546

  • 3 · Investment income

    total $491,574 · excluded $491,574

  • 11a · Other revenue: OTHER INCOME

    total $15,535 · related or exempt $15,535

  • 11e · Other revenue, total

    $15,535

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $884,366 · program services $137,474 · management and general $746,892

  • 7 · Other salaries and wages

    total $20,434,021 · program services $15,361,549 · management and general $4,190,291 · fundraising $882,181

  • 8 · Pension plan contributions

    total $679,351 · program services $507,820 · management and general $142,572 · fundraising $28,959

  • 9 · Other employee benefits

    total $2,676,737 · program services $1,962,848 · management and general $623,668 · fundraising $90,221

  • 10 · Payroll taxes

    total $1,902,072 · program services $1,388,009 · management and general $435,619 · fundraising $78,444

  • 11d · Fees: lobbying

    total $2,425 · program services $2,425

  • 11g · Fees: other

    total $1,146,573 · program services $502,950 · management and general $641,456 · fundraising $2,167

  • 13 · Office expenses

    total $94,765 · program services $20,655 · management and general $73,047 · fundraising $1,063

  • 14 · Information technology

    total $2,129,441 · program services $1,818,184 · management and general $289,200 · fundraising $22,057

  • 16 · Occupancy

    total $856,346 · program services $600,430 · management and general $230,546 · fundraising $25,370

  • 17 · Travel

    total $139,352 · program services $22,122 · management and general $115,960 · fundraising $1,270

  • 19 · Conferences, conventions and meetings

    total $82,996 · program services $25,543 · management and general $56,281 · fundraising $1,172

  • 22 · Depreciation, depletion and amortization

    total $1,430,034 · program services $1,015,323 · management and general $371,808 · fundraising $42,903

  • 23 · Insurance

    total $146,064 · management and general $146,064

  • 24a · Other expenses: MAIL PRODUCTION-OUTREAC

    total $1,255,138 · program services $1,255,138

  • 24b · Other expenses: SUBCONTRACTORS

    total $772,606 · program services $772,606

  • 24c · Other expenses: PLACEMENT FEES

    total $133,717 · management and general $133,717

  • 24d · Other expenses: STAFF FUNCTIONS

    total $24,495 · management and general $24,495

  • 24e · All other expenses

    total $21,462 · management and general $21,462

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $793,211 · end of year $347,123

  • 2 · Savings and temporary cash investments

    beginning of year $10,491,163 · end of year $3,555,351

  • 3 · Pledges and grants receivable

    beginning of year $8,411,591 · end of year $6,958,988

  • 9 · Prepaid expenses and deferred charges

    beginning of year $176,049 · end of year $179,150

  • 10a · Land, buildings and equipment: cost or other basis

    $12,405,341

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,811,914

  • 10c · Land, buildings and equipment, net

    beginning of year $5,198,127 · end of year $5,593,427

  • 11 · Investments: publicly traded securities

    beginning of year $5,632,000 · end of year $23,324,274

  • 15 · Other assets

    beginning of year $0 · end of year $3,465,161

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,285,711 · end of year $1,852,301

  • 19 · Deferred revenue

    beginning of year $4,678,973 · end of year $4,300,709

  • 25 · Other liabilities

    beginning of year $2,403,778 · end of year $5,569,439

  • 27 · Net assets without donor restrictions

    beginning of year $15,304,840 · end of year $29,029,219

  • 28 · Net assets with donor restrictions

    beginning of year $6,028,839 · end of year $2,671,806

Mission and programs · 2022

Mission

BENEFITS DATA TRUST HELPS PEOPLE LIVE HEALTHIER, MORE INDEPENDENT LIVES BY CREATING SMARTER WAYS TO ACCESS ESSENTIAL BENEFITS AND SERVICES.

Activities or mission (Part I)

COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS.

  • DIRECT OUTREACH AND APPLICATION ASSISTANCE:SINCE 2005, BENEFITS DATA TRUST (BDT) HAS HELPED PEOPLE IN STATES ACROSS THE COUNTRY SECURE MORE THAN $10 BILLION IN BENEFITS THAT HELP PAY FOR FOOD, MEDICINE, HOUSING AND OTHER CRITICAL ASSISTANCE. BDT PARTNERS WITH GOVERNMENT AGENCIES AND CROSS-SECTOR STAKEHOLDERS, SUCH AS HEALTHCARE PLANS AND COLLEGES AND UNIVERSITIES, TO USE DATA TO IDENTIFY AND REACH OUT TO INDIVIDUALS WHO ARE NOT CURRENTLY ACCESSING THE CRITICAL BENEFITS AND SERVICES FOR WHICH THEY QUALIFY. (CONTINUED ON SCHEDULE O)INDIVIDUALS ARE INVITED TO CONNECT BY PHONE WITH TRAINED STAFF AT BDT'S BENEFITS CENTERS WHO USE BDT'S PROPRIETARY SOFTWARE TO HELP PEOPLE COMPLETE APPLICATIONS FOR UP TO 21 BENEFITS AND SERVICES AT ONCE, ELIMINATING THE BURDEN AND REDUNDANCY OF NAVIGATING EACH PROGRAM SEPARATELY. FOR PROGRAMS IN WHICH BDT CANNOT SUBMIT THE APPLICATION ON A PERSON'S BEHALF, BDT PROVIDES INFORMATION ABOUT HOW TO APPLY. DIRECT OUTREACH AND APPLICATION ASSISTANCE IS CURRENTLY PROVIDED IN PARTNERSHIP WITH GOVERNMENT AGENCIES IN SEVEN STATES. THIS IS A GRANT FUNDED PROGRAM THAT IS A FREE SERVICE TO THE PEOPLE WHO CALL US.

    Expenses $20,535,840 · Revenue $10,390,380

  • DATA AND TECHNOLOGY:BDT USES DATA AND TECHNOLOGY TO DESIGN SOLUTIONS THAT IMPROVE ACCESS TO ESSENTIAL BENEFITS AND SERVICES. WE HAVE DATA SHARING AGREEMENTS WITH MORE THAN 40 GOVERNMENT AGENCIES, HEALTHCARE ORGANIZATIONS AND OTHER ENTITIES. WE ANALYZE DATA TO BETTER CONNECT THOSE IN NEED TO PUBLIC BENEFITS THAT THEY ARE ELIGIBLE FOR; WE USE MACHINE LEARNING TO POWER OUR CHATBOT THAT HELPS STUDENTS NAVIGATE FEDERAL FINANCIAL AID FORMS FOR COLLEGE; AND WE LEVERAGE TEXT MESSAGING TO REACH OUT TO MILLIONS OF PEOPLE ABOUT DEADLINES FOR BENEFIT APPLICATIONS. (CONTINUED ON SCHEDULE O)BY BUILDING PREDICTIVE MODELS AND INTELLIGENT TOOLS, WE SEEK TO PROVIDE A MORE DIGNIFIED EXPERIENCE WHILE INCREASING BENEFIT APPLICATION RATES, OPTIMIZING STAFF CALL TIME, PROVIDING PEOPLE WITH HELP THROUGH A VARIETY OF CHANNELS THAT SEAMLESSLY CONNECT, AND REACHING OUT TO FAMILIES AS SOON AS THEY NEED SUPPORT.

    Expenses $3,100,237 · Revenue $241,042

  • GOVERNMENT POLICY AND PRACTICE ASSISTANCE:SINCE OUR FOUNDING IN 2005, BDT HAS PROVIDED POLICY AND PRACTICE ASSISTANCE TO 21 STATES NATIONWIDE TO HELP THEM STREAMLINE BENEFITS ACCESS. BDT HELPS STATE AGENCIES EXPLORE, APPLY FOR, AND OPERATIONALIZE THE COLLECTION OF WAIVERS, STATE OPTIONS, AND PROCESS IMPROVEMENTS AVAILABLE, INCLUDING DATA-MATCHING, CROSS-PROGRAM ENROLLMENT COORDINATION, DATA-DRIVEN OUTREACH, AND APPLICATION SIMPLIFICATION. IN 2022, WITH GRANT FUNDING, BDT WORKED WITH MEDICAID AGENCIES IN SIX STATES TO IMPLEMENT BEST PRACTICES TO PREVENT PEOPLE FROM LOSING MEDICAID COVERAGE WHEN THEY REMAIN ELIGBLE.(CONTINUED ON SCHEDULE O)BDT'S NON-PARTISAN POLICY WORK ALSO INCLUDES THE CREATION AND DISSEMINATION OF REPORTS, ISSUE BRIEFS, PLAYBOOKS, AND WEBINARS THAT PROMOTE EFFECTIVE POLICIES AND PRACTICES TO STREAMLINE ACCESS TO PUBLIC BENEFIT PROGRAMS. IN 2022, BDT RELEASED A TOOLKIT DESIGNED TO INCREASE PARTICIPATION IN THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS, AND CHILDREN (WIC) THROUGH DATA MATCHING AND TEXTING,DEVELOPED IN PARTNERSHIP WITH THE CENTER ON BUDGET AND POLICY PRIORITIES AND SUPPORTED BY GRANT FUNDING. THIS WORK INFORMED THE STRATEGY FOR THE USDA FOOD AND NUTRITION SERVICE'S $390 MILLION FUND FOR WIC MODERNIZATION, WHICH ENCOURAGES STATES TO ADOPT DATA-DRIVEN PRACTICES FOR STREAMLINING WIC ACCESS AT SCALE.

    Expenses $1,756,999 · Revenue $2,306,124

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • WARREN KANTOR

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • THOMAS SHAFFERT

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY BAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET BRADLEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • VIKKI WACHINO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ZIA KHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIUS GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD GREENAWALT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA MORRISON BUTLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GWEN MUSE-EVANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TROOPER SANDERS

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $359,001
    From this org
    $347,869
    From related orgs
    $0
    Other
    $11,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,869
    Bonus
    $0
    Other
    $0
    Deferred
    $4,277
    Nontaxable benefits
    $6,855
    Filer's total
    $359,001

  • PAULINE ABERNATHY

    CHIEF STRATEGY OFFICER

    Total calculated
    $274,945
    From this org
    $256,673
    From related orgs
    $0
    Other
    $18,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,673
    Bonus
    $0
    Other
    $0
    Deferred
    $9,169
    Nontaxable benefits
    $9,103
    Filer's total
    $274,945

  • STEPHEN ROCKWELL

    CHIEF DIGITAL OFFICER

    Total calculated
    $223,080
    From this org
    $214,483
    From related orgs
    $0
    Other
    $8,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,483
    Bonus
    $0
    Other
    $0
    Deferred
    $7,967
    Nontaxable benefits
    $630
    Filer's total
    $223,080

  • ERIKA BLUMENTHAL

    CHIEF OPERATING OFFICER

    Total calculated
    $250,417
    From this org
    $232,456
    From related orgs
    $0
    Other
    $17,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,456
    Bonus
    $0
    Other
    $0
    Deferred
    $9,382
    Nontaxable benefits
    $8,579
    Filer's total
    $250,417

  • ALYSSA WAGNER

    CHIEF PEOPLE OFFICER

    Total calculated
    $161,772
    From this org
    $154,718
    From related orgs
    $0
    Other
    $7,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,718
    Bonus
    $0
    Other
    $0
    Deferred
    $6,320
    Nontaxable benefits
    $734
    Filer's total
    $161,772

  • SANG LEE

    CHIEF OF STAFF

    Total calculated
    $217,384
    From this org
    $199,534
    From related orgs
    $0
    Other
    $17,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,534
    Bonus
    $0
    Other
    $0
    Deferred
    $8,249
    Nontaxable benefits
    $9,601
    Filer's total
    $217,384

  • ALBERT MIUCCIO JR

    SENIOR DIRECTOR OF DEVELOPMENT

    Total calculated
    $233,081
    From this org
    $216,186
    From related orgs
    $0
    Other
    $16,895
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,186
    Bonus
    $0
    Other
    $0
    Deferred
    $6,795
    Nontaxable benefits
    $10,100
    Filer's total
    $233,081

  • SANDRA E ZYGMUNT

    DEPUTY CHIEF FOR INNOVATIO

    Total calculated
    $217,451
    From this org
    $193,686
    From related orgs
    $0
    Other
    $23,765
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,686
    Bonus
    $0
    Other
    $0
    Deferred
    $8,330
    Nontaxable benefits
    $15,435
    Filer's total
    $217,451

  • MARTA MIGUEL

    DIRECTOR OF DATA ANALYTICS

    Total calculated
    $197,931
    From this org
    $182,332
    From related orgs
    $0
    Other
    $15,599
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,332
    Bonus
    $0
    Other
    $0
    Deferred
    $7,371
    Nontaxable benefits
    $8,228
    Filer's total
    $197,931

  • MICHAEL KATZ

    DIRECTOR OF SOFWARE ENGINEERING

    Total calculated
    $169,358
    From this org
    $158,661
    From related orgs
    $0
    Other
    $10,697
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,661
    Bonus
    $0
    Other
    $0
    Deferred
    $5,320
    Nontaxable benefits
    $5,377
    Filer's total
    $169,358

  • MARCIA GELBART

    SENIOR DIRECTOR OF COMMUNICATIONS

    Total calculated
    $174,838
    From this org
    $153,721
    From related orgs
    $0
    Other
    $21,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,721
    Bonus
    $0
    Other
    $0
    Deferred
    $6,428
    Nontaxable benefits
    $14,689
    Filer's total
    $174,838

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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
2022
Filed
11 September 2023
IRS schema version
2022v5.0
Source object
202312549349301501

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