BENEFITS DATA TRUST: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BENEFITS DATA TRUST (EIN 20-3455598)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-11
- IRS object ID
- 202312549349301501
- Schema version
- 2022v5.0
- 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 | 2023-09-11T12:47:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | TROOPER SANDERS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2152079100 | PhoneNum |
| Signature | 2023-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TROOPER | PersonFirstNm |
| Person Last | SANDERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2023-09-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TROOPER SANDERS | 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 | $45,979,280 | 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 | 360 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,894,661 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,534,625 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,286,156 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,937,546 | CYProgramServiceRevenueAmt |
| PY Investment Income | $103,509 | PYInvestmentIncomeAmt |
| CY Investment Income | $491,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58 | PYOtherRevenueAmt |
| CY Other Revenue | $15,535 | CYOtherRevenueAmt |
| PY Total Revenue | $28,284,384 | PYTotalRevenueAmt |
| CY Total Revenue | $45,979,280 | 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 | $20,507,884 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,576,547 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,175,807 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,755,156 | PYOtherExpensesAmt |
| CY Other Expenses | $8,235,414 | CYOtherExpensesAmt |
| PY Total Expenses | $28,263,040 | PYTotalExpensesAmt |
| CY Total Expenses | $34,811,961 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,344 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,167,319 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,702,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,423,474 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,368,462 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,722,449 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,333,679 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,701,025 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BENEFITS DATA TRUST HELPS PEOPLE LIVE HEALTHIER, MORE INDEPENDENT LIVES BY CREATING SMARTER WAYS TO ACCESS ESSENTIAL BENEFITS AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,535,840 | ExpenseAmt |
| Revenue | $10,390,380 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,100,237 | ExpenseAmt |
| Revenue | $241,042 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,756,999 | ExpenseAmt |
| Revenue | $2,306,124 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,393,076 | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 360 | 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 | Yes (1) | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 (21 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 | |||
| RICHARD 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 | 40.00 | Yes (X) | $347,869 | $0 | $11,132 | |||
| PAULINE ABERNATHY | ||||||||
| CHIEF STRATEGY OFFICER | 40.00 | $256,673 | $0 | $18,272 | Yes (X) | |||
| STEPHEN ROCKWELL | ||||||||
| CHIEF DIGITAL OFFICER | 40.00 | $214,483 | $0 | $8,597 | Yes (X) | |||
| ERIKA BLUMENTHAL | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $232,456 | $0 | $17,961 | Yes (X) | |||
| ALYSSA WAGNER | ||||||||
| CHIEF PEOPLE OFFICER | 40.00 | $154,718 | $0 | $7,054 | Yes (X) | |||
| SANG LEE | ||||||||
| CHIEF OF STAFF | 40.00 | $199,534 | $0 | $17,850 | Yes (X) | |||
| ALBERT MIUCCIO JR | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $216,186 | $0 | $16,895 | Yes (X) | |||
| SANDRA E ZYGMUNT | ||||||||
| DEPUTY CHIEF FOR INNOVATIO | 40.00 | $193,686 | $0 | $23,765 | Yes (X) | |||
| MARTA MIGUEL | ||||||||
| DIRECTOR OF DATA ANALYTICS | 40.00 | $182,332 | $0 | $15,599 | Yes (X) | |||
| MICHAEL KATZ | ||||||||
| DIRECTOR OF SOFWARE ENGINEERING | 40.00 | $158,661 | $0 | $10,697 | Yes (X) | |||
| MARCIA GELBART | ||||||||
| SENIOR DIRECTOR OF COMMUNICATIONS | 40.00 | $153,721 | $0 | $21,117 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,310,319 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,939 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 | $2,424,459 |
| UNITED MAIL | |||||
| 4410 BISHOP LANE | WATTERSON PARK | KY | 40218 | DIRECT MARKETING | $1,191,868 |
| FIVE9 INC | |||||
| 3001 BISHOP DRIVE | SAN RAMON | CA | 94583 | TELEPHONE SERVICES | $386,930 |
| SADA SYSTEMS INC | |||||
| 5250 LANKERSHIM BOULEVARD 620 | NORTH HOLLYWOOD | CA | 91601 | IT SERVICES | $308,727 |
| TRANSPARENT REMOTE INTERPRETING INC | |||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | TRANSLATION SERVICES | $291,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $165,000 | FederatedCampaignsAmt |
| All Other Contributions | $32,369,625 | AllOtherContributionsAmt |
| Total Contributions | $32,534,625 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $12,937,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,937,546 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,937,546 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $491,574 | TotalRevenueColumnAmt |
| Exclusion | $491,574 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $15,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,535 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,535 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,979,280 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,953,081 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $491,574 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,366 | TotalAmt |
| Program Services | $137,474 | ProgramServicesAmt |
| Management And General | $746,892 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,434,021 | TotalAmt |
| Program Services | $15,361,549 | ProgramServicesAmt |
| Management And General | $4,190,291 | ManagementAndGeneralAmt |
| Fundraising | $882,181 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,351 | TotalAmt |
| Program Services | $507,820 | ProgramServicesAmt |
| Management And General | $142,572 | ManagementAndGeneralAmt |
| Fundraising | $28,959 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,676,737 | TotalAmt |
| Program Services | $1,962,848 | ProgramServicesAmt |
| Management And General | $623,668 | ManagementAndGeneralAmt |
| Fundraising | $90,221 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,902,072 | TotalAmt |
| Program Services | $1,388,009 | ProgramServicesAmt |
| Management And General | $435,619 | ManagementAndGeneralAmt |
| Fundraising | $78,444 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425 | TotalAmt |
| Program Services | $2,425 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,573 | TotalAmt |
| Program Services | $502,950 | ProgramServicesAmt |
| Management And General | $641,456 | ManagementAndGeneralAmt |
| Fundraising | $2,167 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,765 | TotalAmt |
| Program Services | $20,655 | ProgramServicesAmt |
| Management And General | $73,047 | ManagementAndGeneralAmt |
| Fundraising | $1,063 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,129,441 | TotalAmt |
| Program Services | $1,818,184 | ProgramServicesAmt |
| Management And General | $289,200 | ManagementAndGeneralAmt |
| Fundraising | $22,057 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,346 | TotalAmt |
| Program Services | $600,430 | ProgramServicesAmt |
| Management And General | $230,546 | ManagementAndGeneralAmt |
| Fundraising | $25,370 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,352 | TotalAmt |
| Program Services | $22,122 | ProgramServicesAmt |
| Management And General | $115,960 | ManagementAndGeneralAmt |
| Fundraising | $1,270 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,996 | TotalAmt |
| Program Services | $25,543 | ProgramServicesAmt |
| Management And General | $56,281 | ManagementAndGeneralAmt |
| Fundraising | $1,172 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,430,034 | TotalAmt |
| Program Services | $1,015,323 | ProgramServicesAmt |
| Management And General | $371,808 | ManagementAndGeneralAmt |
| Fundraising | $42,903 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,064 | TotalAmt |
| Management And General | $146,064 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAIL PRODUCTION-OUTREAC | $1,255,138 | $1,255,138 | |
| SUBCONTRACTORS | $772,606 | $772,606 | |
| PLACEMENT FEES | $133,717 | $133,717 | |
| STAFF FUNCTIONS | $24,495 | $24,495 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,462 | TotalAmt |
| Management And General | $21,462 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,811,961 | TotalAmt |
| Program Services | $25,393,076 | ProgramServicesAmt |
| Management And General | $8,243,078 | ManagementAndGeneralAmt |
| Fundraising | $1,175,807 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,211 | BOYAmt |
| EOY | $347,123 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,491,163 | BOYAmt |
| EOY | $3,555,351 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,411,591 | BOYAmt |
| EOY | $6,958,988 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,049 | BOYAmt |
| EOY | $179,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,405,341 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,811,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,198,127 | BOYAmt |
| EOY | $5,593,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,632,000 | BOYAmt |
| EOY | $23,324,274 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,465,161 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,702,141 | BOYAmt |
| EOY | $43,423,474 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,285,711 | BOYAmt |
| EOY | $1,852,301 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,678,973 | BOYAmt |
| EOY | $4,300,709 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,403,778 | BOYAmt |
| EOY | $5,569,439 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,368,462 | BOYAmt |
| EOY | $11,722,449 | 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 | $15,304,840 | BOYAmt |
| EOY | $29,029,219 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,028,839 | BOYAmt |
| EOY | $2,671,806 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,333,679 | BOYAmt |
| EOY | $31,701,025 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,702,141 | BOYAmt |
| EOY | $43,423,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $11,167,319 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$799,973 | 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 | $8,853,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,539,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,550,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,894,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,534,625 | CurrentTaxYearAmt |
| Total | $88,373,398 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,502,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,639,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,754,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,286,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,937,546 | CurrentTaxYearAmt |
| Total | $54,119,716 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $136,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,900 | CurrentTaxYearMinus2YearsAmt |
| Total | $283,115 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,355,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,315,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,452,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,180,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,472,171 | CurrentTaxYearAmt |
| Total | $142,776,229 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,617,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,456,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,834,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,765,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,822,471 | CurrentTaxYearAmt |
| Total | $72,496,483 | 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 | $7,617,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,456,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,834,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,765,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,822,471 | CurrentTaxYearAmt |
| Total | $72,496,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,279,746 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491,574 | CurrentTaxYearAmt |
| Total | $680,947 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491,574 | CurrentTaxYearAmt |
| Total | $680,947 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,535 | CurrentTaxYearAmt |
| Total | $34,617 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,369,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,331,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,527,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,284,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,979,280 | CurrentTaxYearAmt |
| Total | $143,491,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.48980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.57580 | PublicSupportPY509Pct |
| Investment Income CY | 0.00470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | 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 | $245 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,180 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,425 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,633,729 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,636,154 | 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 | $892,012 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,892,012 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,838,018 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $31,008 | CurrentYearMinus3Amt |
| Current Year Minus2 | $32,352 | CurrentYearMinus2Amt |
| Current Year Minus1 | $93 | CurrentYearMinus1Amt |
| Current Year | $2,425 | CurrentYearAmt |
| Total | $65,878 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $223,003 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $973,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,459,505 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $17 | CurrentYearMinus2Amt |
| Current Year Minus1 | $30 | CurrentYearMinus1Amt |
| Current Year | $245 | CurrentYearAmt |
| 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 | $2,251,819 | DepreciationAmt |
| Book Value | $1,661,913 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $440,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $381,278 | DepreciationAmt |
| Book Value | $59,100 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,051,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,178,817 | DepreciationAmt |
| Book Value | $3,872,414 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,593,427 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT TO USE ASSET | Desc |
| Book Value | $3,465,161 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,465,161 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $5,569,439 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,569,439 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,298,913 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$799,973 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $119,606 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$680,367 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,979,280 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,979,280 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,931,567 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $119,606 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $119,606 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,811,961 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,811,961 | 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 Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (11 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 | $347,869 | $0 | $0 | $0 | $0 | $0 | $4,277 | $0 | $6,855 | $0 | $359,001 | $0 | $0 | $0 |
| PAULINE ABERNATHY | ||||||||||||||
| CHIEF STRATEGY OFFICER | $256,673 | $0 | $0 | $0 | $0 | $0 | $9,169 | $0 | $9,103 | $0 | $274,945 | $0 | $0 | $0 |
| ERIKA BLUMENTHAL | ||||||||||||||
| CHIEF OPERATING OFFICER | $232,456 | $0 | $0 | $0 | $0 | $0 | $9,382 | $0 | $8,579 | $0 | $250,417 | $0 | $0 | $0 |
| ALBERT MIUCCIO JR | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $216,186 | $0 | $0 | $0 | $0 | $0 | $6,795 | $0 | $10,100 | $0 | $233,081 | $0 | $0 | $0 |
| STEPHEN ROCKWELL | ||||||||||||||
| CHIEF DIGITAL OFFICER | $214,483 | $0 | $0 | $0 | $0 | $0 | $7,967 | $0 | $630 | $0 | $223,080 | $0 | $0 | $0 |
| SANDRA E ZYGMUNT | ||||||||||||||
| DEPUTY CHIEF FOR INNOVATIO | $193,686 | $0 | $0 | $0 | $0 | $0 | $8,330 | $0 | $15,435 | $0 | $217,451 | $0 | $0 | $0 |
| SANG LEE | ||||||||||||||
| CHIEF OF STAFF | $199,534 | $0 | $0 | $0 | $0 | $0 | $8,249 | $0 | $9,601 | $0 | $217,384 | $0 | $0 | $0 |
| MARTA MIGUEL | ||||||||||||||
| DIRECTOR OF DATA ANALYTICS | $182,332 | $0 | $0 | $0 | $0 | $0 | $7,371 | $0 | $8,228 | $0 | $197,931 | $0 | $0 | $0 |
| MARCIA GELBART | ||||||||||||||
| SENIOR DIRECTOR OF COMMUNICATIONS | $153,721 | $0 | $0 | $0 | $0 | $0 | $6,428 | $0 | $14,689 | $0 | $174,838 | $0 | $0 | $0 |
| MICHAEL KATZ | ||||||||||||||
| DIRECTOR OF SOFWARE ENGINEERING | $158,661 | $0 | $0 | $0 | $0 | $0 | $5,320 | $0 | $5,377 | $0 | $169,358 | $0 | $0 | $0 |
| ALYSSA WAGNER | ||||||||||||||
| CHIEF PEOPLE OFFICER | $154,718 | $0 | $0 | $0 | $0 | $0 | $6,320 | $0 | $734 | $0 | $161,772 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |