BENEFITS DATA TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BENEFITS DATA TRUST (EIN 20-3455598)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-25
- IRS object ID
- 202442699349301344
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-25T17:14:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222027092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203455598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFITS DATA TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 2152079100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MARKET STREET 2800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY STARNER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2152079100 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M GLUECK | PreparerPersonNm |
| PTIN | P00856557 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2024-09-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WENDY STARNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MARKET STREET 2800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,543,974 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 374 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,534,625 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,067,912 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,937,546 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,811,239 | CYProgramServiceRevenueAmt |
| PY Investment Income | $491,574 | PYInvestmentIncomeAmt |
| CY Investment Income | $494,812 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,535 | PYOtherRevenueAmt |
| CY Other Revenue | $170,011 | CYOtherRevenueAmt |
| PY Total Revenue | $45,979,280 | PYTotalRevenueAmt |
| CY Total Revenue | $28,543,974 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,576,547 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,211,898 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,042,156 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,235,414 | PYOtherExpensesAmt |
| CY Other Expenses | $8,991,852 | CYOtherExpensesAmt |
| PY Total Expenses | $34,811,961 | PYTotalExpensesAmt |
| CY Total Expenses | $37,203,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,167,319 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,659,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,423,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,856,270 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,722,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,390,952 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,701,025 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,465,318 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BENEFITS DATA TRUST IS A NATIONAL NOT-FOR-PROFIT COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,496,467 | ExpenseAmt |
| Revenue | $9,613,167 | RevenueAmt |
| Desc | 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 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.BEGINNING IN 2020 AND CONTINUING THROUGH 2023, BDT HAS GROWN INTO A NATIONALLY RECOGNIZED ORGANIZATION IN THE BENEFITS ACCESS SECTOR. MANAGEMENT & GENERAL EXPENSES REQUIRED TO SUPPORT A MORE SOPHISTICATED STRUCTURE HAVE ALSO GROWN FROM $4.3MM TO $8.8M (DOUBLING IN SIZE) DURING THAT TIME PERIOD. RECOGNIZING THE NEED TO SUPPORT A GROWING ORGANIZATION, BDT INVESTED IN REVENUE GENERATING STAFF COMPENSATION. FUNDRAISING EXPENSES GREW FROM $700K IN 2020 TO $2M IN 2023, AND $800K INCREASE OVER 2022 EXPENSE. THE INVESTMENT IN SALES/PHILANTHROPY RESOURCES WAS DESIGNED TO INCREASE REVENUE TO SUPPORT THE GROWING EXPENSE STRUCTURE, TO ENSURE LONG-TERM SUSTAINABILITY FOR BDT PROGRAMS, AND TO ALSO DIVERSIFY THE REVENUE STREAMS INTO NEW SECTORS OF TECHNOLOGY AND TA/CONSULTING. IN 2023, THE INVESTMENT IN REVENUE GENERATING RESOURCES DID NOT MATERIALIZE AS PLANNED IN THE FINAL MONTHS OF 2023 WHICH WAS THE MAIN REASON THAT BDT POSTED THE $8.2M DEFICIT IN 2023. PROGRAMMATICALLY THE CONTRACT REVENUES FOR DIRECT SERVICE & OUTREACH HAVE REMAINED CONSISTENT THROUGHOUT THIS TIME PERIOD WITH MANY CONTRACT RENEWALS ONLY AFFORDING MINIMAL % REVENUE INCREASES THAT DID NOT COVER THE CORRESPONDING % INCREASES IN EXPENSES. FROM 2020 TO 2023 THIS DYNAMIC CREATED NEGATIVE MARGIN GAPS AND STEADILY INCREASED THROUGHOUT THE YEARS, MEANWHILE PHILANTHROPY WILLING TO FUND THE REVENUE GAP DECLINED. THIS FACTOR IS DEMONSTRATED IN THE DIRECT SERVICE & OUTREACH REVENUE VS. EXPENSES WHERE THE HISTORICAL 3-YEAR ROLLING AVERAGE % OF EXPENSES FUNDED FOR DIRECT SERVICE & OUTREACH WAS APPROXIMATELY 74% FROM 2018 THROUGH 2021. IN 2022 AND 2023, THE % OF EXPENSES FUNDED DROPPED TO 51% AND 52% RESPECTIVELY, WHILE GRANTS AND CONTRIBUTIONS RECEIVED FOR DIRECT SERVICE AND OUTREACH ALSO DECLINED. KNOWING THE DECLINING TREND IN REVENUES, MANAGEMENT ALSO REDUCED EXPENSES OF OVER $2M FROM 2022 TO 2023, BUT THE REDUCTION OF COSTS STILL LEFT A LARGE GAP. IN 2023 CASH RESERVES WERE USED TO SUSTAIN OPERATIONS OF THE DIRECT SERVICE & OUTREACH PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,710,403 | ExpenseAmt |
| Revenue | $3,113,012 | RevenueAmt |
| Desc | 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. 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 APPLYING FOR ASSISTANCE.NOTING THE DECLINE IN THE % OF FUNDED DIRECT SERVICE & OUTREACH PROGRAM EXPENSES (SEE NOTE ABOVE), BDT MANAGEMENT RECOGNIZED THAT THE CORE DIRECT SERVICE & OUTREACH BUSINESS LINE NEEDED TO BE REINVENTED. A VISIONARY PLAN WAS IMPLEMENTED WITH THE GOALS TO ENHANCE DIRECT SERVICE OFFERINGS WITH TECHNOLOGY AND COMPLIMENT THE OFFERINGS WITH MEANINGFUL POLICY CHANGE. THIS IS DEMONSTRATED BY THE INCREASE IN EXPENSES OVER THE PAST 4 YEARS. LEVERAGING THE UNRESTRICTED MACKENZIE SCOTT GIFT FROM 2022, IN 2023 BDT CONTINUED TO INVEST CAPITAL IN BOTH TA/CONSULTING AND TECHNOLOGY FOCUSED STAFF AND RESOURCES. THE YEAR-OVER-YEAR INCREASES IN TA/CONSULTING AND DATA AND TECHNOLOGY WERE $1.4M AND $1.6M RESPECTIVELY. MORE SPECIFICALLY, DATA AND TECHNOLOGY INVESTMENTS FOCUS ON THE ABILITY TO SCALE OPERATIONS WITH THE GOAL TO BE MORE EFFICIENT AND EFFECTIVE, THEREBY REDUCING THE EXPENSES NECESSARY TO SUSTAIN, AND EVENTUALLY INCREASE, THE NUMBER OF BENEFIT ELIGIBLE PEOPLE BDT HELPS. THROUGHOUT 2023 BDT'S VISION TO PIVOT OPERATIONS AND DIVERSIFY ITS REVENUE STREAMS THROUGH TECHNOLOGY ENHANCEMENTS AND TA/CONSULTING SERVICES REQUIRED CONTINUED INVESTMENT IN THOSE STRATEGIES. TECHNOLOGY ENGINEERING AND DEVELOPMENT ARE EXPENSIVE AND WERE LARGELY UNDERFUNDED FROM 2020 THROUGH 2023 WITH CUMULATIVE DEFICITS TOTALING $9.8M. HOWEVER, IN 2023 PHILANTHROPIC INTEREST IN DATA AND TECHNOLOGY WORK PEAKED AND A SIGNIFICANT INCREASE IN PROGRAM SERVICE REVENUE FROM 2022-2023 WAS REALIZED. IN 2023 CASH RESERVES WERE USED TO SUPPLEMENT FUNDING GAP OF THE OPERATIONS RELATED TO THE DATA AND TECHNOLOGY PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,162,622 | ExpenseAmt |
| Revenue | $85,060 | RevenueAmt |
| Desc | 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.THOUGH CONSIDERED A KEY STRATEGIC DIRECTION AND FUTURE FOCUS FOR BDT AS WELL AS MUCH NEEDED IMPROVEMENTS IN POLICY RELATED TO THE BENEFITS SECTOR AS A WHOLE, THE INVESTMENTS MADE BY BDT IN TA/CONSULTING EXPENSES WERE NOT FULLY SUPPORTED BY YEAR OVER YEAR CONSISTENT REVENUE STREAMS, NOR PHILANTHROPY. FROM 2020 THROUGH 2023 BDT INVESTED $6.5M IN EXPENDITURES IN THE TA/CONSULTING BUSINESS LINE, WITH ONLY 42% FUNDED BY PROGRAM REVENUES. THE PROGRAMMATIC REVENUES COMBINED WITH THE GRANT/CONTRIBUTION INCOME DID NOT FULLY SUPPORT THE EXPENSE STRUCTURE NECESSARY TO PERFORM THIS IMPORTANT WORK IN THE BENEFITS ACCESS SECTOR. IN 2023 CASH RESERVES WERE USED TO SUSTAIN OPERATIONS OF THE TA/CONSULTING PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,369,492 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 374 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY STARNER CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152079100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRE SQUARE 1500 MARKET ST 2800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WARREN KANTOR | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SHAFFERT | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY BAKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET BRADLEY | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VIKKI WACHINO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZIA KHAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIUS GREEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH GREENAWALT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA MORRISON BUTLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GWEN MUSE-EVANS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TROOPER SANDERS | ||||||||
| CHIEF EXECUTIVE OFFICER | 45.00 | Yes (X) | $325,115 | $0 | $19,754 | |||
| PAULINE ABERNATHY | ||||||||
| CHIEF STRATEGY OFFICER | 45.00 | $278,688 | $0 | $18,662 | Yes (X) | |||
| ERIKA BLUMENTHAL | ||||||||
| CHIEF OPERATING OFFICER | 45.00 | $252,476 | $0 | $18,547 | Yes (X) | |||
| WENDY STARNER | ||||||||
| CHIEF FINANCIAL OFFICER | 45.00 | $233,720 | $0 | $15,043 | Yes (X) | |||
| STEPHEN ROCKWELL | ||||||||
| CHIEF DIGITAL OFFICER | 45.00 | $233,086 | $0 | $9,323 | Yes (X) | |||
| SANG LEE | ||||||||
| CHIEF OF STAFF | 45.00 | $222,759 | $0 | $16,625 | Yes (X) | |||
| ALYSSA WAGNER | ||||||||
| CHIEF PEOPLE OFFICER | 45.00 | $220,352 | $0 | $15,563 | Yes (X) | |||
| SANDRA ELISA ZYGMUNT | ||||||||
| DEPUTY CHIEF FOR INNOVATION & PRODUCT | 45.00 | $235,804 | $0 | $26,550 | Yes (X) | |||
| MARTA MIGUEL | ||||||||
| DIRECTOR OF DATA ANALYTICS | 37.50 | $190,665 | $0 | $7,857 | Yes (X) | |||
| SEAN DONOVAN | ||||||||
| SENIOR DIRECTOR OF INFORMATION SYSTEMS | 37.50 | $183,338 | $0 | $14,083 | Yes (X) | |||
| JULIETTE HYE-YOUNG CHO | ||||||||
| SENIOR DIRECTOR OF PHILANTHROPY | 37.50 | $213,950 | $0 | $15,307 | Yes (X) | |||
| LAURA MARAKOWSKI | ||||||||
| SENIOR DIRECTOR OF CLIENT SERVICE & SUPPORT | 37.50 | $170,354 | $0 | $6,814 | Yes (X) | |||
| PAUL TRENT HUNTSBERGER | ||||||||
| ENTERPRISE ARCHITECT | 37.50 | $167,952 | $0 | $6,718 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,928,259 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $190,846 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADP INC | |||||
| 1 ADP BOULEVARD | ROSELAND | NJ | 07068 | PAYROLL SERVICES | $2,949,429 |
| UNITED MAIL | |||||
| 4410 BISHOP LANE | WATTERSON PARK | KY | 40218 | DIRECT MARKETING | $897,380 |
| FIVE9 INC | |||||
| 3001 BISHOP DRIVE | SAN RAMON | CA | 94583 | TELEPHONE SERVICES | $523,376 |
| SADA SYSTEMS INC | |||||
| 5250 LANKERSHIM BOULEVARD 620 | NORTH HOLLYWOOD | CA | 91601 | IT SERVICES | $420,720 |
| ONSHORE MOMENTUM | |||||
| PO BOX 74113 | CLEVELAND | OH | 44194 | IT SERVICES | $409,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $15,067,912 | AllOtherContributionsAmt |
| Total Contributions | $15,067,912 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $12,811,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,811,239 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,811,239 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,812 | TotalRevenueColumnAmt |
| Exclusion | $494,812 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $170,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $170,011 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $170,011 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,543,974 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,981,250 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $494,812 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,142,067 | TotalAmt |
| Program Services | $382,329 | ProgramServicesAmt |
| Management And General | $1,221,132 | ManagementAndGeneralAmt |
| Fundraising | $538,606 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,245,830 | TotalAmt |
| Program Services | $15,739,080 | ProgramServicesAmt |
| Management And General | $3,477,455 | ManagementAndGeneralAmt |
| Fundraising | $1,029,295 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,668 | TotalAmt |
| Program Services | $531,759 | ProgramServicesAmt |
| Management And General | $111,052 | ManagementAndGeneralAmt |
| Fundraising | $31,857 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,192,380 | TotalAmt |
| Program Services | $2,297,733 | ProgramServicesAmt |
| Management And General | $687,987 | ManagementAndGeneralAmt |
| Fundraising | $206,660 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,953 | TotalAmt |
| Program Services | $1,416,032 | ProgramServicesAmt |
| Management And General | $406,064 | ManagementAndGeneralAmt |
| Fundraising | $134,857 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,293 | TotalAmt |
| Management And General | $38,293 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,000 | TotalAmt |
| Program Services | $18,052 | ProgramServicesAmt |
| Management And General | $13,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,228 | TotalAmt |
| Program Services | $1,099,775 | ProgramServicesAmt |
| Management And General | $811,453 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,074 | TotalAmt |
| Program Services | $24,859 | ProgramServicesAmt |
| Management And General | $53,320 | ManagementAndGeneralAmt |
| Fundraising | $1,895 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,829 | TotalAmt |
| Program Services | $862,093 | ProgramServicesAmt |
| Management And General | $999,186 | ManagementAndGeneralAmt |
| Fundraising | $4,550 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,554 | TotalAmt |
| Program Services | $601,688 | ProgramServicesAmt |
| Management And General | $232,080 | ManagementAndGeneralAmt |
| Fundraising | $25,786 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,659 | TotalAmt |
| Program Services | $154,073 | ProgramServicesAmt |
| Management And General | $44,827 | ManagementAndGeneralAmt |
| Fundraising | $11,759 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,327 | TotalAmt |
| Program Services | $35,256 | ProgramServicesAmt |
| Management And General | $24,133 | ManagementAndGeneralAmt |
| Fundraising | $4,938 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,621 | TotalAmt |
| Management And General | $49,621 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,698,131 | TotalAmt |
| Program Services | $1,205,673 | ProgramServicesAmt |
| Management And General | $441,514 | ManagementAndGeneralAmt |
| Fundraising | $50,944 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,133 | TotalAmt |
| Management And General | $153,133 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MAIL PRODUCTION-OUTREAC | $1,201,577 | $1,200,568 | $1,009 | |
| SUBCONTRACTORS | $800,414 | $800,414 | ||
| FILING FEES | $15,182 | $15,182 | ||
| BANK CHARGES | $10,650 | $65 | $10,585 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,180 | TotalAmt |
| Program Services | $43 | ProgramServicesAmt |
| Management And General | $1,137 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,203,750 | TotalAmt |
| Program Services | $26,369,492 | ProgramServicesAmt |
| Management And General | $8,792,102 | ManagementAndGeneralAmt |
| Fundraising | $2,042,156 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,123 | BOYAmt |
| EOY | $246,321 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,555,351 | BOYAmt |
| EOY | $1,443,144 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,958,988 | BOYAmt |
| EOY | $8,286,406 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,150 | BOYAmt |
| EOY | $170,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,347,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,510,044 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,593,427 | BOYAmt |
| EOY | $5,837,713 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,324,274 | BOYAmt |
| EOY | $13,879,062 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,465,161 | BOYAmt |
| EOY | $2,992,731 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,423,474 | BOYAmt |
| EOY | $32,856,270 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,301 | BOYAmt |
| EOY | $2,159,078 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,300,709 | BOYAmt |
| EOY | $2,402,142 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,569,439 | BOYAmt |
| EOY | $4,829,732 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,722,449 | BOYAmt |
| EOY | $9,390,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,029,219 | BOYAmt |
| EOY | $18,581,293 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,806 | BOYAmt |
| EOY | $4,884,025 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,701,025 | BOYAmt |
| EOY | $23,465,318 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,423,474 | BOYAmt |
| EOY | $32,856,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,659,776 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $424,069 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,539,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,550,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,894,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,534,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,067,912 | CurrentTaxYearAmt |
| Total | $94,587,566 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,639,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,754,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,286,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,937,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,811,239 | CurrentTaxYearAmt |
| Total | $58,428,922 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,900 | CurrentTaxYearMinus3YearsAmt |
| Total | $283,115 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,315,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,452,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,180,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,472,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,879,151 | CurrentTaxYearAmt |
| Total | $153,299,603 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,456,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,834,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,765,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,822,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,865,851 | CurrentTaxYearAmt |
| Total | $74,744,834 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,456,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,834,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,765,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,822,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,865,851 | CurrentTaxYearAmt |
| Total | $74,744,834 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $78,554,769 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $494,812 | CurrentTaxYearAmt |
| Total | $1,171,033 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $494,812 | CurrentTaxYearAmt |
| Total | $1,171,033 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,011 | CurrentTaxYearAmt |
| Total | $195,511 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,331,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,527,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,284,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,979,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,543,974 | CurrentTaxYearAmt |
| Total | $154,666,147 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.50790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.48980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00470 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,129,594 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,161,594 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $32,352 | CurrentYearMinus3Amt |
| Current Year Minus2 | $93 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,425 | CurrentYearMinus1Amt |
| Current Year | $32,000 | CurrentYearAmt |
| Total | $66,870 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30 | CurrentYearMinus2Amt |
| Current Year Minus1 | $245 | CurrentYearMinus1Amt |
| Total | $292 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,913,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,610,771 | DepreciationAmt |
| Book Value | $1,302,961 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $450,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $415,190 | DepreciationAmt |
| Book Value | $35,188 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,983,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,484,083 | DepreciationAmt |
| Book Value | $4,499,564 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,837,713 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT TO USE ASSET | Desc |
| Book Value | $2,992,731 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,992,731 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $4,779,732 |
| SECURITY DEPOSIT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,829,732 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,968,043 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $424,069 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $424,069 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,543,974 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,543,974 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,203,750 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,203,750 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,203,750 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TROOPER SANDERS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $325,115 | $0 | $0 | $0 | $0 | $0 | $13,005 | $0 | $6,749 | $0 | $344,869 | $0 | $0 | $0 |
| PAULINE ABERNATHY | ||||||||||||||
| CHIEF STRATEGY OFFICER | $278,688 | $0 | $0 | $0 | $0 | $0 | $11,148 | $0 | $7,514 | $0 | $297,350 | $0 | $0 | $0 |
| ERIKA BLUMENTHAL | ||||||||||||||
| CHIEF OPERATING OFFICER | $252,476 | $0 | $0 | $0 | $0 | $0 | $10,099 | $0 | $8,448 | $0 | $271,023 | $0 | $0 | $0 |
| SANDRA ELISA ZYGMUNT | ||||||||||||||
| DEPUTY CHIEF FOR INNOVATION & PRODUC | $235,804 | $0 | $0 | $0 | $0 | $0 | $9,432 | $0 | $17,118 | $0 | $262,354 | $0 | $0 | $0 |
| WENDY STARNER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $233,720 | $0 | $0 | $0 | $0 | $0 | $9,349 | $0 | $5,694 | $0 | $248,763 | $0 | $0 | $0 |
| STEPHEN ROCKWELL | ||||||||||||||
| CHIEF DIGITAL OFFICER | $233,086 | $0 | $0 | $0 | $0 | $0 | $9,323 | $0 | $0 | $0 | $242,409 | $0 | $0 | $0 |
| SANG LEE | ||||||||||||||
| CHIEF OF STAFF | $222,759 | $0 | $0 | $0 | $0 | $0 | $8,910 | $0 | $7,715 | $0 | $239,384 | $0 | $0 | $0 |
| ALYSSA WAGNER | ||||||||||||||
| CHIEF PEOPLE OFFICER | $220,352 | $0 | $0 | $0 | $0 | $0 | $8,814 | $0 | $6,749 | $0 | $235,915 | $0 | $0 | $0 |
| JULIETTE HYE-YOUNG CHO | ||||||||||||||
| SENIOR DIRECTOR OF PHILANTHROPY | $213,950 | $0 | $0 | $0 | $0 | $0 | $8,558 | $0 | $6,749 | $0 | $229,257 | $0 | $0 | $0 |
| MARTA MIGUEL | ||||||||||||||
| DIRECTOR OF DATA ANALYTICS | $190,665 | $0 | $0 | $0 | $0 | $0 | $7,627 | $0 | $230 | $0 | $198,522 | $0 | $0 | $0 |
| SEAN DONOVAN | ||||||||||||||
| SENIOR DIRECTOR OF INFORMATION SYSTE | $183,338 | $0 | $0 | $0 | $0 | $0 | $7,334 | $0 | $6,749 | $0 | $197,421 | $0 | $0 | $0 |
| LAURA MARAKOWSKI | ||||||||||||||
| SENIOR DIRECTOR OF CLIENT SERVICE & | $170,354 | $0 | $0 | $0 | $0 | $0 | $6,814 | $0 | $0 | $0 | $177,168 | $0 | $0 | $0 |
| PAUL TRENT HUNTSBERGER | ||||||||||||||
| ENTERPRISE ARCHITECT | $167,952 | $0 | $0 | $0 | $0 | $0 | $6,718 | $0 | $0 | $0 | $174,670 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | 990 REVIEW THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND REVIEWED BY MANAGEMENT AND THE AUDIT AND FINANCE COMMITTEE. AFTER MANAGEMENT AND THE AUDIT AND FINANCE COMMITTEE HAVE REVIEWED THE FORM 990, IT IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AFTER IT IS DISCUSSED WITH THEM DURING THE ORIENTATION PROCESS, NEW EMPLOYEES ARE REQUIRED TO REVIEW BDT'S CONFLICT OF INTEREST POLICY AND EXECUTE A CONFLICT OF INTEREST FORM DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. ANY FUTURE CONFLICTS OF INTEREST ARE TO BE DISCLOSED, AND DISCUSSED WITH THEIR SUPERVISOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, IT WOULD BE ASSESSED INITALLY BY BDT'S ASSOCIATE DIRECTOR OF QUALITY COMPLIANCE, AND ALSO BY BDT'S DIRECTOR OF HUMAN RESOURCES, CFO, AND CEO AS NEEDED 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. BDT BOARD MEMBERS ALSO SIGN A CONFLICT OF INTEREST FORM UPON APPOINTMENT TO THE BOARD AND ANNUALLY. IF ANY CONFLICTS OF INTEREST ARE IDENTIFIED, THAT BOARD MEMBER REFRAINS FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS AS IT PERTAINS TO ANY AFFECTED TRANSACTIONS. |
| 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. THE PROCESS FOR DETERMINING COMPENSATION FOR OFFICERS OR KEY EMPLOYEES DID NOT CHANGE IN 2023. BDT USED THE PROCESS OUTLINED ABOVE TO SET EMPLOYEE COMPENSATION AND ALSO INSTITUTED AN FLAT 2% SALARY INCREASE AT THE END OF THE YEAR. |
| 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. |