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Nonprofiteer
← BENEFITS DATA TRUST

Form 990 for tax year 2023

Filed by BENEFITS DATA TRUST.

Totals

Total revenue
$28,543,974
Total expenses
$37,203,750
Contributions and grants received
$15,067,912
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$26,369,492
Management and general expenses
$8,792,102
Fundraising expenses
$2,042,156
Program service expenses (Part III)
$26,369,492

Program services were 70.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

  • RICH 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
    $344,869
    From this org
    $325,115
    From related orgs
    $0
    Other
    $19,754
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $325,115
    Bonus
    $0
    Other
    $0
    Deferred
    $13,005
    Nontaxable benefits
    $6,749
    Filer's total
    $344,869

  • PAULINE ABERNATHY

    CHIEF STRATEGY OFFICER

    Total calculated
    $297,350
    From this org
    $278,688
    From related orgs
    $0
    Other
    $18,662
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $278,688
    Bonus
    $0
    Other
    $0
    Deferred
    $11,148
    Nontaxable benefits
    $7,514
    Filer's total
    $297,350

  • ERIKA BLUMENTHAL

    CHIEF OPERATING OFFICER

    Total calculated
    $271,023
    From this org
    $252,476
    From related orgs
    $0
    Other
    $18,547
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $252,476
    Bonus
    $0
    Other
    $0
    Deferred
    $10,099
    Nontaxable benefits
    $8,448
    Filer's total
    $271,023

  • WENDY STARNER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $248,763
    From this org
    $233,720
    From related orgs
    $0
    Other
    $15,043
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $233,720
    Bonus
    $0
    Other
    $0
    Deferred
    $9,349
    Nontaxable benefits
    $5,694
    Filer's total
    $248,763

  • STEPHEN ROCKWELL

    CHIEF DIGITAL OFFICER

    Total calculated
    $242,409
    From this org
    $233,086
    From related orgs
    $0
    Other
    $9,323
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $233,086
    Bonus
    $0
    Other
    $0
    Deferred
    $9,323
    Nontaxable benefits
    $0
    Filer's total
    $242,409

  • SANG LEE

    CHIEF OF STAFF

    Total calculated
    $239,384
    From this org
    $222,759
    From related orgs
    $0
    Other
    $16,625
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $222,759
    Bonus
    $0
    Other
    $0
    Deferred
    $8,910
    Nontaxable benefits
    $7,715
    Filer's total
    $239,384

  • ALYSSA WAGNER

    CHIEF PEOPLE OFFICER

    Total calculated
    $235,915
    From this org
    $220,352
    From related orgs
    $0
    Other
    $15,563
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $220,352
    Bonus
    $0
    Other
    $0
    Deferred
    $8,814
    Nontaxable benefits
    $6,749
    Filer's total
    $235,915

  • SANDRA ELISA ZYGMUNT

    DEPUTY CHIEF FOR INNOVATION & PRODUCT

    Total calculated
    $262,354
    From this org
    $235,804
    From related orgs
    $0
    Other
    $26,550
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $235,804
    Bonus
    $0
    Other
    $0
    Deferred
    $9,432
    Nontaxable benefits
    $17,118
    Filer's total
    $262,354

  • MARTA MIGUEL

    DIRECTOR OF DATA ANALYTICS

    Total calculated
    $198,522
    From this org
    $190,665
    From related orgs
    $0
    Other
    $7,857
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $190,665
    Bonus
    $0
    Other
    $0
    Deferred
    $7,627
    Nontaxable benefits
    $230
    Filer's total
    $198,522

  • SEAN DONOVAN

    SENIOR DIRECTOR OF INFORMATION SYSTEMS

    Total calculated
    $197,421
    From this org
    $183,338
    From related orgs
    $0
    Other
    $14,083
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $183,338
    Bonus
    $0
    Other
    $0
    Deferred
    $7,334
    Nontaxable benefits
    $6,749
    Filer's total
    $197,421

  • JULIETTE HYE-YOUNG CHO

    SENIOR DIRECTOR OF PHILANTHROPY

    Total calculated
    $229,257
    From this org
    $213,950
    From related orgs
    $0
    Other
    $15,307
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $213,950
    Bonus
    $0
    Other
    $0
    Deferred
    $8,558
    Nontaxable benefits
    $6,749
    Filer's total
    $229,257

  • LAURA MARAKOWSKI

    SENIOR DIRECTOR OF CLIENT SERVICE & SUPPORT

    Total calculated
    $177,168
    From this org
    $170,354
    From related orgs
    $0
    Other
    $6,814
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $170,354
    Bonus
    $0
    Other
    $0
    Deferred
    $6,814
    Nontaxable benefits
    $0
    Filer's total
    $177,168

  • PAUL TRENT HUNTSBERGER

    ENTERPRISE ARCHITECT

    Total calculated
    $174,670
    From this org
    $167,952
    From related orgs
    $0
    Other
    $6,718
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $167,952
    Bonus
    $0
    Other
    $0
    Deferred
    $6,718
    Nontaxable benefits
    $0
    Filer's total
    $174,670

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 committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
25 September 2024
IRS schema version
2023v5.1
Source object
202442699349301344

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