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BENEFITS DATA TRUST

EIN 20-3455598 ALLENTOWN, PA

Revenue 2024
$5,946,404
Expenses 2024
$23,867,436

Program services were 68.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B990
Classification
1000
Street
2310 WALBERT AVE STE 103

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • GWEN MUSE-EVANS

    DIRECTOR - THRU 10/7/24

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY BAKER

    DIRECTOR - THRU 10/7/24

    Total calculated
    $0
    Hours/week
    1

  • JULIUS GREEN

    DIRECTOR - THRU 6/30/2024

    Total calculated
    $0
    Hours/week
    1

  • LISA MORRISON BUTLER

    DIRECTOR - THRU 10/7/24

    Total calculated
    $0
    Hours/week
    1

  • MARGARET BRADLEY

    SECRETARY - THRU 10/7/24

    Total calculated
    $0
    Hours/week
    1

  • RICH GREENAWALT

    DIRECTOR - THRU 10/7/24

    Total calculated
    $0
    Hours/week
    1

  • THOMAS SHAFFERT

    TREASURER - THRU 6/30/2024

    Total calculated
    $0
    Hours/week
    1

  • TROOPER SANDERS

    CEO - THRU 6/9/2024

    Total calculated
    $174,042
    From this org
    $166,891
    From related orgs
    $0
    Other
    $7,151
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $166,891
    Bonus
    $0
    Other
    $0
    Deferred
    $5,706
    Nontaxable benefits
    $1,446
    Filer's total
    $174,043

  • VIKKI WACHINO

    DIRECTOR - THRU 10/7/24

    Total calculated
    $0
    Hours/week
    1

  • WARREN KANTOR

    CHAIRMAN - THRU 10/7/24

    Total calculated
    $0
    Hours/week
    1

  • ZIA KHAN

    DIRECTOR - THRU 6/30/2024

    Total calculated
    $0
    Hours/week
    1

  • LYNN E FELDMAN ESQ

    BANKRUPTCY TRUSTEE - AS OF 10.7.24

    Total calculated
    $0
    Hours/week
    2

  • ALYSSA WAGNER

    CPO - THRU 10/7/2024

    Total calculated
    $216,820
    From this org
    $208,061
    From related orgs
    $0
    Other
    $8,759
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $208,061
    Bonus
    $0
    Other
    $0
    Deferred
    $8,446
    Nontaxable benefits
    $312
    Filer's total
    $216,819

  • ERIKA BLUMENTHAL

    COO - THRU 10/4/2024

    Total calculated
    $230,794
    From this org
    $221,859
    From related orgs
    $0
    Other
    $8,935
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $221,859
    Bonus
    $0
    Other
    $0
    Deferred
    $8,935
    Nontaxable benefits
    $0
    Filer's total
    $230,794

  • SANG HOON LEE

    CHIEF OF STAFF - THRU 8/6/2024

    Total calculated
    $159,498
    From this org
    $153,754
    From related orgs
    $0
    Other
    $5,744
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $153,754
    Bonus
    $0
    Other
    $0
    Deferred
    $5,286
    Nontaxable benefits
    $458
    Filer's total
    $159,498

  • STEPHEN ROCKWELL

    CDO - THRU 6/14/2024

    Total calculated
    $140,847
    From this org
    $135,402
    From related orgs
    $0
    Other
    $5,445
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $135,402
    Bonus
    $0
    Other
    $0
    Deferred
    $5,445
    Nontaxable benefits
    $0
    Filer's total
    $140,847

  • WENDY STARNER

    CFO - THRU 10/5/2024

    Total calculated
    $248,018
    From this org
    $240,651
    From related orgs
    $0
    Other
    $7,367
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $240,651
    Bonus
    $0
    Other
    $0
    Deferred
    $7,055
    Nontaxable benefits
    $312
    Filer's total
    $248,018

  • CASSIAN BRIGETTE K POWELL

    SR. DIR. OF POLICY - THRU 8/24/2024

    Total calculated
    $142,270
    From this org
    $136,114
    From related orgs
    $0
    Other
    $6,156
    Hours/week
    37

    Schedule J breakdown matched by us

    Base
    $136,114
    Bonus
    $0
    Other
    $0
    Deferred
    $5,698
    Nontaxable benefits
    $458
    Filer's total
    $142,270

  • JULIETTE HYE-YOUNG CHO

    SR. DIR. OF PHILANTHROPY - THRU 8/24/2024

    Total calculated
    $174,296
    From this org
    $174,296
    From related orgs
    $0
    Other
    $0
    Hours/week
    37

    Schedule J breakdown matched by us

    Base
    $174,296
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $174,296

  • MARTA MIGUEL

    DIR. OF DATA ANALYTICS - THRU 8/24/2024

    Total calculated
    $140,070
    From this org
    $134,657
    From related orgs
    $0
    Other
    $5,413
    Hours/week
    37

    Schedule J breakdown matched by us

    Base
    $134,657
    Bonus
    $0
    Other
    $0
    Deferred
    $5,413
    Nontaxable benefits
    $0
    Filer's total
    $140,070

  • SEAN SHAMBA DONOVAN

    SR. DIR. OF INFO SYSTEM - THRU 8/24/2024

    Total calculated
    $135,462
    From this org
    $130,075
    From related orgs
    $0
    Other
    $5,387
    Hours/week
    37

    Schedule J breakdown matched by us

    Base
    $130,075
    Bonus
    $0
    Other
    $0
    Deferred
    $5,283
    Nontaxable benefits
    $104
    Filer's total
    $135,462

  • SHARON REIKO WAKIYAMA

    ENTERPRISE ARCHITECT - THRU 10/4/2024

    Total calculated
    $143,288
    From this org
    $137,311
    From related orgs
    $0
    Other
    $5,977
    Hours/week
    37

    Schedule J breakdown matched by us

    Base
    $137,311
    Bonus
    $0
    Other
    $0
    Deferred
    $5,665
    Nontaxable benefits
    $312
    Filer's total
    $143,288

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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $5,946,404
    Expenses
    $23,867,436
    Contributions
    $757,121
    Grants paid
    $0
  • 2023
    Revenue
    $28,543,974
    Expenses
    $37,203,750
    Contributions
    $15,067,912
    Grants paid
    $0
  • 2022
    Revenue
    $45,979,280
    Expenses
    $34,811,961
    Contributions
    $32,534,625
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.