EIN 20-3455598

Benefits Data Trust (BDT )

IRS 501(c) type
501(c)(3)
Num. employees
360
Year formed
2005
Most recent tax filings
2022-12-01
Description
Benefits Data Trust (BDT) is a not-for-profit organization committed to assisting low-to-moderate income seniors gain access to benefits for which they are eligible to receive. They are committed to transforming how people in need access public benefits.
Total revenues
$45,979,280
2022
Total expenses
$34,811,961
2022
Total assets
$43,423,474
2022
Num. employees
360
2022

Program areas at BDT

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.
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.
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.

Who funds Benefits Data Trust (BDT )

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
National Philanthropic TrustHuman Services$20,004,000
Blue Meridian PartnersTo Support Scaling Plan$3,500,000
The Pew Charitable Trusts (Pew)Civic Life$3,200,000
...and 19 more grants received totalling $34,260,868

Personnel at BDT

NameTitleCompensation
Trooper SandersChief Executive Officer$347,869
Erika BlumenthalChief Operating Officer$232,456
Jared SuscoChief Finance and People Officer / Chief Financial Officer$173,000
Stephen RockwellBoard Member$214,483
Sang Hoon LeeChief of Staff$199,534
...and 13 more key personnel

Financials for BDT

RevenuesFYE 12/2022
Total grants, contributions, etc.$32,534,625
Program services$12,937,546
Investment income and dividends$491,574
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$15,535
Total revenues$45,979,280

Form 990s for BDT

Fiscal year endingDate received by IRSFormPDF link
2022-122023-09-11990View PDF
2020-122021-09-10990View PDF
2019-122020-09-16990View PDF
2018-122019-10-28990View PDF
2017-122018-10-16990View PDF
...and 8 more Form 990s

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Data update history
January 29, 2024
Updated personnel
Identified 1 new personnel
December 25, 2023
Received grants
Identified 2 new grant, including a grant for $151,268 from Robert Wood Johnson Foundation (RWJF)
October 27, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 27, 2023
Updated personnel
Identified 5 new personnel
October 23, 2023
Used new vendors
Identified 3 new vendors, including , , and
Nonprofit Types
Social advocacy organizationsMutual assistance organizationsInsurance companiesCharitiesCommunity Action Programs
Issues
No issues found
Characteristics
Political advocacyLobbyingNational levelReceives government fundingTax deductible donations
General information
Address
1500 Market St 2800
Philadelphia, PA 19102
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Website URL
bdtrust.org/ 
Phone
(215) 207-9100
IRS details
EIN
20-3455598
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2005
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Y20: Insurance Providers, Services
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
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