2023-09-11T12:47:08-05:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2022-01-01 203455598 BENEFITS DATA TRUST BENE 2152079100 1500 MARKET STREET 2800 PHILADELPHIA PA 19102 TROOPER SANDERS CEO 2152079100 2023-09-11 1 TROOPER SANDERS 999009999 0 JENNIFER SOLOT P00749373 2155677770 2023-09-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TROOPER SANDERS 1500 MARKET STREET 2800 PHILADELPHIA PA 19102 45979280 0 X WWW.BDTRUST.ORG X 2005 PA COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS. 10 10 360 0 0 0 13894661 32534625 14286156 12937546 103509 491574 58 15535 28284384 45979280 0 0 0 0 20507884 26576547 0 0 1175807 7755156 8235414 28263040 34811961 21344 11167319 30702141 43423474 9368462 11722449 21333679 31701025 X BENEFITS DATA TRUST HELPS PEOPLE LIVE HEALTHIER, MORE INDEPENDENT LIVES BY CREATING SMARTER WAYS TO ACCESS ESSENTIAL BENEFITS AND SERVICES. 0 0 20535840 10390380 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. 3100237 241042 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. 1756999 2306124 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. 25393076 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 14 0 1 360 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 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 TX RI MN NH CA LA ND X WENDY STARNER CHIEF FINANCIAL OFFICER 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 1.00 X 0 0 0 GWEN MUSE-EVANS DIRECTOR 1.00 X 0 0 0 TROOPER SANDERS CHIEF EXECUTIVE OFFICER 40.00 X 347869 0 11132 PAULINE ABERNATHY CHIEF STRATEGY OFFICER 40.00 X 256673 0 18272 STEPHEN ROCKWELL CHIEF DIGITAL OFFICER 40.00 X 214483 0 8597 ERIKA BLUMENTHAL CHIEF OPERATING OFFICER 40.00 X 232456 0 17961 ALYSSA WAGNER CHIEF PEOPLE OFFICER 40.00 X 154718 0 7054 SANG LEE CHIEF OF STAFF 40.00 X 199534 0 17850 ALBERT MIUCCIO JR SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 216186 0 16895 SANDRA E ZYGMUNT DEPUTY CHIEF FOR INNOVATIO 40.00 X 193686 0 23765 MARTA MIGUEL DIRECTOR OF DATA ANALYTICS 40.00 X 182332 0 15599 MICHAEL KATZ DIRECTOR OF SOFWARE ENGINEERING 40.00 X 158661 0 10697 MARCIA GELBART SENIOR DIRECTOR OF COMMUNICATIONS 40.00 X 153721 0 21117 2310319 0 168939 11 0 1 0 ADP INC 1 ADP BOULEVARD ROSELAND NJ 07068 PAYROLL SERVICES 2424459 UNITED MAIL 4410 BISHOP LANE WATTERSON PARK KY 40218 DIRECT MARKETING 1191868 FIVE9 INC 3001 BISHOP DRIVE SAN RAMON CA 94583 TELEPHONE SERVICES 386930 SADA SYSTEMS INC 5250 LANKERSHIM BOULEVARD 620 NORTH HOLLYWOOD CA 91601 IT SERVICES 308727 TRANSPARENT REMOTE INTERPRETING INC 1250 BROADWAY NEW YORK NY 10001 TRANSLATION SERVICES 291414 5 165000 32369625 32534625 PROGRAM SERVICES 518210 12937546 12937546 12937546 491574 491574 OTHER INCOME 518210 15535 15535 15535 45979280 12953081 0 491574 884366 137474 746892 20434021 15361549 4190291 882181 679351 507820 142572 28959 2676737 1962848 623668 90221 1902072 1388009 435619 78444 2425 2425 1146573 502950 641456 2167 94765 20655 73047 1063 2129441 1818184 289200 22057 856346 600430 230546 25370 139352 22122 115960 1270 82996 25543 56281 1172 1430034 1015323 371808 42903 146064 146064 MAIL PRODUCTION-OUTREAC 1255138 1255138 SUBCONTRACTORS 772606 772606 PLACEMENT FEES 133717 133717 STAFF FUNCTIONS 24495 24495 21462 21462 34811961 25393076 8243078 1175807 793211 347123 10491163 3555351 8411591 6958988 176049 179150 12405341 6811914 5198127 5593427 5632000 23324274 0 3465161 30702141 43423474 2285711 1852301 4678973 4300709 2403778 5569439 9368462 11722449 X 15304840 29029219 6028839 2671806 21333679 31701025 30702141 43423474 11167319 -799973 0 X 0 1 X 1 1 1 X 8853744 16539633 16550735 13894661 32534625 88373398 8502033 8639453 9754528 14286156 12937546 54119716 136215 146900 283115 17355777 25315301 26452163 28180817 45472171 142776229 7617500 12456493 12834055 9765964 29822471 72496483 0 7617500 12456493 12834055 9765964 29822471 72496483 70279746 4726 10304 70834 103509 491574 680947 4726 10304 70834 103509 491574 680947 9117 5453 4454 58 15535 34617 17369620 25331058 26527451 28284384 45979280 143491793 0.48980 0.57580 0.00470 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 245 2180 2425 33633729 33636154 1000000 250000 0 0 892012 1000000 1000000 1000000 3892012 5838018 31008 32352 93 2425 65878 223003 250000 250000 250000 973003 1459505 17 30 245 292 3913732 2251819 1661913 440378 381278 59100 8051231 4178817 3872414 5593427 RIGHT TO USE ASSET 3465161 3465161 OPERATING LEASE LIABILITY 5569439 5569439 X 45298913 -799973 119606 -680367 45979280 0 45979280 34931567 119606 119606 34811961 0 34811961 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 347869 0 0 0 0 0 4277 0 6855 0 359001 0 0 0 PAULINE ABERNATHY CHIEF STRATEGY OFFICER 256673 0 0 0 0 0 9169 0 9103 0 274945 0 0 0 ERIKA BLUMENTHAL CHIEF OPERATING OFFICER 232456 0 0 0 0 0 9382 0 8579 0 250417 0 0 0 ALBERT MIUCCIO JR SENIOR DIRECTOR OF DEVELOPMENT 216186 0 0 0 0 0 6795 0 10100 0 233081 0 0 0 STEPHEN ROCKWELL CHIEF DIGITAL OFFICER 214483 0 0 0 0 0 7967 0 630 0 223080 0 0 0 SANDRA E ZYGMUNT DEPUTY CHIEF FOR INNOVATIO 193686 0 0 0 0 0 8330 0 15435 0 217451 0 0 0 SANG LEE CHIEF OF STAFF 199534 0 0 0 0 0 8249 0 9601 0 217384 0 0 0 MARTA MIGUEL DIRECTOR OF DATA ANALYTICS 182332 0 0 0 0 0 7371 0 8228 0 197931 0 0 0 MARCIA GELBART SENIOR DIRECTOR OF COMMUNICATIONS 153721 0 0 0 0 0 6428 0 14689 0 174838 0 0 0 MICHAEL KATZ DIRECTOR OF SOFWARE ENGINEERING 158661 0 0 0 0 0 5320 0 5377 0 169358 0 0 0 ALYSSA WAGNER CHIEF PEOPLE OFFICER 154718 0 0 0 0 0 6320 0 734 0 161772 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN 2022 ARTICLE 3 SECTION 3.3 OF THE BYLAWS WAS REVISED INCREASING THE MAXIMUM NUMBER OF BOARD MEMBERS FROM ELEVEN TO FIFTEEN. 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 REVIEWED 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. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND MONITORED BY BDT'S IN-HOUSE COUNSEL AND ASSOCIATE DIRECTOR OF QUALITY & COMPLIANCE. 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.