2022-09-12T14:36:53-05:00 2021-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2021-01-01 203455598 BENEFITS DATA TRUST BENE 2152079100 1500 MARKET STREET 2800 PHILADELPHIA PA 19102 TROOPER SANDERS CEO 2152079100 2022-09-12 1 TROOPER SANDERS 999009999 JENNIFER SOLOT P00749373 2155677770 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TROOPER SANDERS 1500 MARKET STREET 2800 PHILADELPHIA PA 19102 28284384 0 X WWW.BDTRUST.ORG X 2005 PA COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS. 10 10 406 10 0 0 16550735 13894661 9754528 14286156 70315 103509 151354 58 26526932 28284384 0 0 0 0 14751818 20507884 0 0 827052 6735185 7755156 21487003 28263040 5039929 21344 35254049 30702141 13838140 9368462 21415909 21333679 BENEFITS DATA TRUST IS A NATIONAL NOT-FOR-PROFIT COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS AND SERVICES. 0 0 17436218 14014871 DIRECT OUTREACH/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 WHICH THEY QUALIFY. ONCE IDENTIFIED, INDIVIDUALS ARE CONNECTED WITH TRAINED STAFF AT BDT'S CONTACT CENTER, WHICH USES BDT'S PROPRIETARY SOFTWARE TO HELP CLIENTS COMPLETE APPLICATIONS FOR A FULL SUITE OF BENEFITS AND SERVICES AT ONCE, ELIMINATING THE BURDEN AND REDUNDANCY OF NAVIGATING EACH PROGRAM SEPARATELY. THIS IS A GRANT FUNDED PROGRAM THAT IS A FREE SERVICE TO OUR CLIENTS. 1031952 244270 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 OUTREACH, AND APPLICATION SIMPLIFICATION. BDT'S POLICY WORK ALSO INCLUDES DISSEMINATION OF EFFECTIVE POLICIES AND PRACTICES THROUGH REPORTS, ISSUE BRIEFS, PLAYBOOKS, AND WEBINARS. 3367902 27015 DATA & 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. BY BUILDING TECHNOLOGY SOLUTIONS THAT ENSURE A SMOOTH APPLICATION AND ENROLLMENT PROCESS, BDT IS REDUCING THE NUMBER OF BARRIERS FACED BY THOSE IN NEED WHEN APPYING FOR ASSISTANCE. 21836072 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 406 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD NY PA CO SC NC NJ CT MI WA X RYAN HICINBOTHEM DIRECTOR OF FINANCE 2152079100 CENTRE SQUARE 1500 MARKET ST 2800 PHILADELPHIA PA 19102 WARREN KANTOR CHAIRMAN 1.00 X X 0 0 0 THOMAS SHAFFERT TREASURER 1.00 X X 0 0 0 JEFFREY BAKER DIRECTOR 1.00 X 0 0 0 MARGARET BRADLEY SECRETARY 1.00 X X 0 0 0 VIKKI WACHINO DIRECTOR 1.00 X 0 0 0 ZIA KHAN DIRECTOR 1.00 X 0 0 0 JULIUS GREEN DIRECTOR 1.00 X 0 0 0 RICHARD GREENAWALT DIRECTOR 1.00 X 0 0 0 LISA MORRISON BUTLER DIRECTOR (EFF. 12/1/21) 1.00 X 0 0 0 GWEN MUSE-EVANS DIRECTOR (EFF. 12/1/21) 1.00 X 0 0 0 TROOPER SANDERS CHIEF EXECUTIVE OFFICER 40.00 X 280000 0 10199 JARED SUSCO CHIEF FINANCE & PEOPLE OFFICER 40.00 X 202705 0 8826 PAULINE ABERNATHY CHIEF STRATEGY OFFICER 40.00 X 242555 0 15537 ERIKA BLUMENTHAL CHIEF OPERATING OFFICER (EFF. 2/22/21) 40.00 X 181923 0 12245 SEAN DONOVAN ACTING CHIEF TECHNOLOGY OFFICER 40.00 X 166976 0 13047 ALBERT MIUCCIO JR SENIOR DIRECTOR OF HEALTHCARE INNOVATION/DEVELOP 40.00 X 193844 0 16394 SANG LEE CHIEF OF STAFF 40.00 X 192531 0 17086 SANDRA E ZYGMUNT DEPUTY CHIEF FOR INNOVATION/PRODUCT 40.00 X 183962 0 16975 MACAIRE JACKSON DIRECTOR OF TECHNICAL SERVICES 40.00 X 156455 0 12371 1800951 0 122680 29 0 1 0 ADP INC 1 ADP BOULEVARD ROSELAND NJ 07068 PAYROLL SERVICES 1633191 UNITED MAIL 4410 BISHOP LANE WATTERSON PARK KY 40218 DIRECT MARKETING 811900 J2 SOLUTIONS 660 AMERICAN AVENUE 104 KING OF PRUSSIA PA 19406 IT CONSULTING 727868 EVOLVE IP 630 ALLENDALE ROAD KING OF PRUSSIA PA 19406 TELEPHONE SERVICES 351947 SADA SYSTEMS INC 5250 LANKERSHIM BOULEVARD 620 NORTH HOLLYWOOD CA 91601 IT SERVICES 217116 6 150000 13744661 7521 13894661 PROGRAM SERVICES 518210 14286156 14286156 14286156 103509 103509 OTHER INCOME 518210 58 58 58 28284384 14286156 0 103567 953990 279015 674975 15649541 12491185 2550565 607791 538074 427718 89891 20465 1840686 1458991 326383 55312 1525593 1182459 290828 52306 93 93 1286931 901027 385613 291 55193 5972 48941 280 1696989 1422687 246585 27717 868845 611127 231913 25805 15000 1617 13125 258 28368 9045 18998 325 1216729 863878 316349 36502 119927 119927 SUBCONTRACTORS 1241650 1241650 MAIL PRODUCTION-OUTREAC 939858 939608 250 PLACEMENT FEES 207670 207670 STAFF FUNCTIONS 47525 47525 30378 30378 28263040 21836072 5599916 827052 118866 793211 18062621 10491163 12228776 8411591 193138 176049 10580008 5381881 4650648 5198127 5632000 35254049 30702141 1995697 2285711 9174042 4678973 2668401 2403778 13838140 9368462 X 10737670 15304840 10678239 6028839 21415909 21333679 35254049 30702141 21344 -103574 0 X 0 1 X 1 1 1 X 4253027 8853744 16539633 16550735 13894661 60091800 7707611 8502033 8639453 9754528 14286156 48889781 136215 146900 283115 11960638 17355777 25315301 26452163 28180817 109264696 3550000 7617500 12456493 12834055 9765964 46224012 0 3550000 7617500 12456493 12834055 9765964 46224012 63040684 3580 4726 10304 70834 103509 192953 3580 4726 10304 70834 103509 192953 4274 9117 5453 4454 58 23356 11968492 17369620 25331058 26527451 28284384 109481005 0.57580 0.55310 0.00180 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30 63 93 27435895 27435988 1000000 250000 0 0 826466 892012 1000000 1000000 3718478 5577717 35801 31008 32352 93 99254 206617 223003 250000 250000 929620 1394430 7545 17 30 7592 3913732 1879877 2033855 440378 347629 92749 6225898 3154375 3071523 5198127 DEFERRED RENT 2403778 2403778 X 28420923 -103574 240113 136539 28284384 0 28284384 28503153 240113 240113 28263040 0 28263040 PART X, LINE 2: U.S. GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE AND RECOGNIZE ANY UNCERTAIN TAX POSITIONS. U.S. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. BDT BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GAAP. X X 1 0 0 0 0 0 0 0 0 TROOPER SANDERS CHIEF EXECUTIVE OFFICER 280000 0 0 0 0 0 3877 0 6322 0 290199 0 0 0 PAULINE ABERNATHY CHIEF STRATEGY OFFICER 242555 0 0 0 0 0 8745 0 6792 0 258092 0 0 0 JARED SUSCO CHIEF FINANCE & PEOPLE OFFICER 202705 0 0 0 0 0 8108 0 718 0 211531 0 0 0 ALBERT MIUCCIO JR SENIOR DIRECTOR OF HEALTHCARE INNOVA 193844 0 0 0 0 0 7754 0 8640 0 210238 0 0 0 SANG LEE CHIEF OF STAFF 192531 0 0 0 0 0 7701 0 9385 0 209617 0 0 0 SANDRA E ZYGMUNT DEPUTY CHIEF FOR INNOVATION/PRODUCT 183962 0 0 0 0 0 7358 0 9617 0 200937 0 0 0 ERIKA BLUMENTHAL CHIEF OPERATING OFFICER (EFF. 2/22/2 181923 0 0 0 0 0 6769 0 5476 0 194168 0 0 0 SEAN DONOVAN ACTING CHIEF TECHNOLOGY OFFICER 166976 0 0 0 0 0 6679 0 6368 0 180023 0 0 0 MACAIRE JACKSON DIRECTOR OF TECHNICAL SERVICES 156455 0 0 0 0 0 4483 0 7888 0 168826 0 0 0 PART I, LINE 4A LEONA THOMAS RECEIVED A TOTAL SEVERANCE OF $46,802. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND REVIEWED BY MANAGEMENT. AFTER MANAGEMENT HAS APPROVED THE FORM 990, IT IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C NEW EMPLOYEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY STATEMENT AFTER IT IS DISCUSSED WITH THEM DURING THE ORIENTATION PROCESS. ANY FUTURE CONFLICTS ARE TO BE DISCUSSED WITH THEIR SUPERVISOR. THERE HAVE NOT BEEN ANY CONFLICTS IDENTIFIED IN THIS PROCESS BUT IF A CONFLICT IS IDENTIFIED IT WOULD BE ASSESSED BY THE DIRECTOR OF HUMAN RESOURCES, CFO, AND CEO AND APPROPRIATE ACTIONS WOULD BE TAKEN TO ENSURE THAT THE CONFLICTS WERE RESOLVED. AS OF JULY 1, 2018, EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. BOARD MEMBERS ALSO SIGN A CONFLICT OF INTEREST STATEMENT UPON APPOINTMENT TO THE BOARD AND ANNUALLY. IF A CONFLICT IS IDENTIFIED, THAT INDIVIDUAL REFRAINS FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 WHEN SETTING THE COMPENSATION FOR THE CEO, THE BOARD USED THE 990S OF OTHER ORGANIZATIONS ALONG WITH AVAILABLE MARKET DATA (E.G. PAYSCALE), AND THE FULL BOARD VOTED ON THE WRITTEN CONTRACT. THE OUTSIDE FIRM THAT RAN THE SEARCH ALSO PROVIDED VALUABLE COMPETITIVE INPUT. FORM 990, PART VI, SECTION B, LINE 15B: FOR TOP MANAGEMENT, THE 990S OF OTHER ORGANIZATIONS AND AVAILABLE MARKET DATA ARE ALSO DISCUSSED AND THE DECISIONS ARE MADE BY THE CEO WITH FULL CONSULTATION FROM THE CFO AND DIRECTOR OF HUMAN RESOURCES. THE OUTSIDE FIRMS THAT HAVE CONDUCTED THE SEARCHES ALSO PROVIDE VALUABLE COMPETITIVE INPUT. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.