Committed to transforming how individuals in need access essential Benefits.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$2.9M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $2.1M a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.9M
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $13.9M in investments, Pt X · Ln 11–13
Fine: 0.5 months of spending in cash, plus $13.9M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $1.1M
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$9.4M
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$28.5M
-38% vs prior year
Spent
$37.2M
To programs
71%
Net assets
$23.5M
By yearFY2020–FY2024
Revenue
$28.5M
FY2023▼ -38%
Tap a bar for its year
Revenue by fiscal year
FY2020$26.5M
FY2021$28.3M
FY2022$46.0M
FY2023$28.5M
FY2024$5.9M
Expenses
$37.2M
FY2023▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$21.5M
FY2021$28.3M
FY2022$34.8M
FY2023$37.2M
FY2024$23.9M
Net assets
$23.5M
FY2023▼ -26%
Tap a bar for its year
Net assets by fiscal year
FY2020$21.4M
FY2021$21.3M
FY2022$31.7M
FY2023$23.5M
FY2024$5.7M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $26.4M Management & general 24% · $8.8M Fundraising 5% · $2.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $2.9M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer
$325,115Pt VII · Sec A
Chief Strategy Officer
$278,688Pt VII · Sec A
Chief Operating Officer
$252,476Pt VII · Sec A
Deputy Chief for Innovation & Product
$235,804Pt VII · Sec A
Chief Financial Officer
$233,720Pt VII · Sec A
Chief Digital Officer
$233,086Pt VII · Sec A
Chief of Staff
$222,759Pt VII · Sec A
Chief People Officer
$220,352Pt VII · Sec A

Wendy Starner’s $241K as CFO - Thru 10/5/2024 is at the 90th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Trooper Sanders$166,891$325,115$347,869$280,000$280,000
Pauline Abernathy—$278,688$256,673$242,555$219,583
Erika Blumenthal$221,859$252,476$232,456$181,923—
Wendy Starner$240,651$233,720———
Sandra Elisa Zygmunt—$235,804———
Stephen Rockwell$135,402$233,086$214,483——
Sang Lee—$222,759$199,534$192,531$185,248
Alyssa Wagner$208,061$220,352$154,718——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Benefits Data Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps people in need access essential benefits.

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Provided by the organization

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3 programs · $26.4M · in their own filed words · FY2023
01

Direct 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…

$18.5Mprogram expense
02

Data and Technology

BDT uses data and technology to design solutions that improve access to essential benefits and services. BDT analyzes data to better connect those in need to public benefits that they are eligible for and builds integrated technology solutions that connect clients to services for key partners AND/OR geographies.

$4.7Mprogram expense
03

Technical Assistance

BDT provides policy and practice assistance to states nationwide to help them streamline benefits access. The organization 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…

$3.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Openai INCFY2024$100K
Total grants receivedfrom 6 funders$1.1M
See all 6 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$28.5M
Ln 12
Gifts and grantsLn 1h$15.1M
Fees for servicesLn 2g$12.8M
Investment incomeLn 3$495K
Money outPt IX
$37.2M
Ln 25
Programscol B$26.4M
Managementcol C$8.8M
Fundraisingcol D$2.0M
Owns and owesPt X
$23.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$32.9M
LiabilitiesLn 26$9.4M
PeoplePt VI, VII
23
listed · VII A
PaidVII A13
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$15.1M
Fees for servicesLn 2g$12.8M
Investment incomeLn 3$495K
Other incomeLn 4–11$170K
Total revenueLn 12$28.5M
Assets in detailPt X, end of year
CashLn 1$246K
SavingsLn 2$1.4M
Cash and savings togetherLn 1–2$1.7M
InvestmentsLn 11–13$13.9M
Land, buildings, equipmentLn 10c$5.8M
Other assetsLn 15$3.0M
Total assetsLn 16$32.9M
LiabilitiesLn 26$9.4M
Net assetsLn 32$23.5M
OperationsPt I, VI
EmployeesI 5318
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$3.9M$1.7M
InvestmentsLn 11–13$23.3M$13.9M
Land, buildings, equipmentLn 10c$5.6M$5.8M
Total assetsLn 16$43.4M$32.9M
LiabilitiesLn 26$11.7M$9.4M
Net assetsLn 32$31.7M$23.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$2.1M$382K$1.2M$539K
Other salaries and wagesLn 7$20.2M$15.7M$3.5M$1.0M
Pension plan contributionsLn 8$675K$532K$111K$32K
Other employee benefitsLn 9$3.2M$2.3M$688K$207K
Payroll taxesLn 10$2.0M$1.4M$406K$135K
Legal feesLn 11b$38K$38K
Lobbying feesLn 11d$32K$18K$14K
Other fees for servicesLn 11g$1.9M$1.1M$811K
Office expensesLn 13$80K$25K$53K$2K
Information technologyLn 14$1.9M$862K$999K$5K
OccupancyLn 16$860K$602K$232K$26K
TravelLn 17$211K$154K$45K$12K
Conferences, conventions and meetingsLn 19$64K$35K$24K$5K
InterestLn 20$50K$50K
Depreciation, depletion and amortizationLn 22$1.7M$1.2M$442K$51K
InsuranceLn 23$153K$153K
Other expenses (24a–d)Ln 24$2.0M$2.0M$26K$1K
All other expensesLn 24e$1K$43$1K
Total functional expensesLn 25$37.2M$26.4M$8.8M$2.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $5.9M$23.9M−$17.9M$5.7M 990 PDF
FY2023 Viewing $28.5M$37.2M−$8.7M$23.5M 990 PDF
FY2022 $46.0M$34.8M$11.2M$31.7M 990 PDF
FY2021 $28.3M$28.3M$21K$21.3M 990 PDF
FY2020 $26.5M$21.5M$5.0M$21.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $28,543,974 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $32,534,625$15,067,912
I-9 Program service revenuePrior year $12,937,546$12,811,239
I-10 Investment incomePrior year $491,574$494,812
I-11 Other revenuePrior year $15,535$170,011
I-12 Total revenuePrior year $45,979,280$28,543,974
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $26,576,547$28,211,898
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,235,414$8,991,852
I-18 Total expensesPrior year $34,811,961$37,203,750
I-19 Revenue less expensesPrior year $11,167,319−$8,659,776
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $28,543,974 across 6 lines filed
VIII-1f All other contributions, gifts and grants$15,067,912
VIII-1h Total contributions, gifts and grants$15,067,912
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,811,239$12,811,239
VIII-3 Investment incomeExcluded from tax $494,812$494,812
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $170,011$170,011
VIII-12 Total revenueRelated to mission $12,981,250 · Unrelated business $0 · Excluded from tax $494,812$28,543,974
Part IX · Statement of functional expenses $37,203,750 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $382,329 · Management $1,221,132 · Fundraising $538,606$2,142,067
IX-7 Other salaries and wagesPrograms $15,739,080 · Management $3,477,455 · Fundraising $1,029,295$20,245,830
IX-8 Pension plan contributionsPrograms $531,759 · Management $111,052 · Fundraising $31,857$674,668
IX-9 Other employee benefitsPrograms $2,297,733 · Management $687,987 · Fundraising $206,660$3,192,380
IX-10 Payroll taxesPrograms $1,416,032 · Management $406,064 · Fundraising $134,857$1,956,953
IX-11b Legal feesManagement $38,293$38,293
IX-11d Lobbying feesPrograms $18,052 · Management $13,948$32,000
IX-11g Other fees for servicesPrograms $1,099,775 · Management $811,453$1,911,228
IX-13 Office expensesPrograms $24,859 · Management $53,320 · Fundraising $1,895$80,074
IX-14 Information technologyPrograms $862,093 · Management $999,186 · Fundraising $4,550$1,865,829
IX-16 OccupancyPrograms $601,688 · Management $232,080 · Fundraising $25,786$859,554
IX-17 TravelPrograms $154,073 · Management $44,827 · Fundraising $11,759$210,659
IX-19 Conferences, conventions and meetingsPrograms $35,256 · Management $24,133 · Fundraising $4,938$64,327
IX-20 InterestManagement $49,621$49,621
IX-22 Depreciation, depletion and amortizationPrograms $1,205,673 · Management $441,514 · Fundraising $50,944$1,698,131
IX-23 InsuranceManagement $153,133$153,133
IX-24 Other expenses (24a–d)Programs $2,001,047 · Management $25,767 · Fundraising $1,009$2,027,823
IX-24e All other expensesPrograms $43 · Management $1,137$1,180
IX-25 Total functional expensesPrograms $26,369,492 · Management $8,792,102 · Fundraising $2,042,156$37,203,750
Part X · Balance sheet $32,856,270 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $347,123$246,321
X-2 Savings and temporary cash investmentsStart of year $3,555,351$1,443,144
X-3 Pledges and grants receivableStart of year $6,958,988$8,286,406
X-9 Prepaid expenses and deferred chargesStart of year $179,150$170,893
X-10c Land, buildings and equipment, netStart of year $5,593,427$5,837,713
X-11 Publicly traded securitiesStart of year $23,324,274$13,879,062
X-15 Other assetsStart of year $3,465,161$2,992,731
X-16 Total assetsStart of year $43,423,474$32,856,270
X-17 Accounts payable and accrued expensesStart of year $1,852,301$2,159,078
X-19 Deferred revenueStart of year $4,300,709$2,402,142
X-25 Other liabilitiesStart of year $5,569,439$4,829,732
X-26 Total liabilitiesStart of year $11,722,449$9,390,952
X-27 Net assets without donor restrictionsStart of year $29,029,219$18,581,293
X-28 Net assets with donor restrictionsStart of year $2,671,806$4,884,025
X-32 Total net assets or fund balancesStart of year $31,701,025$23,465,318
X-33 Total liabilities and net assetsStart of year $43,423,474$32,856,270
Part XI · Reconciliation of net assets $23,465,318 net assets at year end
XI-1 Total revenue$28,543,974
XI-2 Total expenses$37,203,750
XI-3 Revenue less expenses−$8,659,776
XI-4 Net assets at start of year$31,701,025
XI-5 Net unrealized gains (losses) on investments$424,069
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$23,465,318

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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