2021-08-31T10:52:39-05:00 2020-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2020-01-01 203455598 BENEFITS DATA TRUST BENE 2152079100 1500 MARKET STREET NO 2800 PHILADELPHIA PA 19102 TROOPER SANDERS CEO 2152079100 2021-08-31 1 TROOPER SANDERS 999009999 ALICIA N KIEFER P01682531 2155677770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TROOPER SANDERS 1500 MARKET STREET NO 2800 PHILADELPHIA PA 19102 26559827 0 X WWW.BDTRUST.ORG X 2005 PA COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS. 8 8 318 8 0 0 16539633 16550735 8639453 9754528 10058 70315 141668 151354 25330812 26526932 0 0 0 0 10116726 14751818 0 0 701038 5261865 6735185 15378591 21487003 9952221 5039929 23152965 35254049 6705718 13838140 16447247 21415909 X BENEFITS DATA TRUST IS A NATIONAL NOT-FOR-PROFIT COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS AND SERVICES. 0 0 13908716 9564082 DIRECT OUTREACH/APPLICATION ASSISTANCE:BENEFITS DATA TRUST (BDT) ASSISTS CLIENTS WITH THE BENEFIT APPLICATION AND ENROLLMENT PROCESS THROUGH PHONE-BASED APPLICATION ASSISTANCE AND DATA-DRIVEN OUTREACH. BDT PARTNERS WITH GOVERNMENT AGENCIES AND CROSS-SECTOR STAKEHOLDERS AND USES DATA TO IDENTIFY INDIVIDUALS WHO ARE NOT CURRENTLY ACCESSING THE CRITICAL BENEFITS AND SERVICES FOR WHICH THEY QUALIFY. ONCE IDENTIFIED, INDIVIDUALS ARE CONNECTED WITH TRAINED STAFF AT BDT'S CONTACT CENTER, WHICH USES BDT'S PROPRIETARY SOFTWARE TO HELP CLIENTS COMPLETE APPLICATIONS FOR A FULL SUITE OF BENEFITS AND SERVICES AT ONCE, ELIMINATING THE BURDEN AND REDUNDANCY OF NAVIGATING EACH PROGRAM SEPARATELY. BY FACILITATING DIRECT ENROLLMENT IN BENEFITS, BDT ALSO HELPS TO REDUCE THE STRAIN ON STATE AND LOCAL AGENCIES SO THAT THEY CAN HELP OTHERS MORE EFFECTIVELY AND REDUCE WORK FOR STATE CASEWORKERS BY PROVIDING MORE ACCURATE APPLICATIONS. 580701 120000 POLICY AND PRACTICE CONSULTING: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. 2076554 74900 DATA & TECHNOLOGY:BDT USES DATA AND TECHNOLOGY TO DESIGN SOLUTIONS THAT IMPROVE ACCESS TO ESSENTIAL BENEFITS AND SERVICES. BDT ANALYZES DATA TO BETTER CONNECT THOSE IN NEED TO PUBLIC BENEFITS THAT THEY ARE ELIGIBLE FOR AND BUILDS INTEGRATED TECHNOLOGY SOLUTIONS THAT CONNECT CLIENTS TO SERVICES FOR KEY PARTNERS AND/OR GEOGRAPHIES. BY BUILDING TECHNOLOGY SOLUTIONS THAT ENSURE A SMOOTH APPLICATION AND ENROLLMENT PROCESS, BDT IS REDUCING THE NUMBER OF BARRIERS FACED BY THOSE IN NEED WHEN APPYING FOR ASSISTANCE. 16565971 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 318 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD NY PA CO SC NC NJ CT X RYAN HICINBOTHEM DIRECTOR OF FINANCE 2152079100 CENTRE SQUARE 1500 MARKET ST 2800 PHILADELPHIA PA 19102 WARREN KANTOR CHAIRMAN 1.00 X X 0 0 0 THOMAS SHAFFERT TREASURER 1.00 X X 0 0 0 JEFFREY BAKER DIRECTOR 1.00 X 0 0 0 MARGARET BRADLEY SECRETARY 1.00 X X 0 0 0 VIKKI WACHINO DIRECTOR 1.00 X 0 0 0 ZIA KHAN DIRECTOR (EFF. 3/1/20) 1.00 X 0 0 0 JULIUS GREEN DIRECTOR (EFF. 6/1/20) 1.00 X 0 0 0 RICHARD GREENAWALT DIRECTOR 1.00 X 0 0 0 TROOPER SANDERS CHIEF EXECUTIVE OFFICER 40.00 X 280000 0 10870 JARED SUSCO CHIEF FINANCE & PEOPLE OFFICER 40.00 X 220138 0 6678 PAULINE ABERNATHY CHIEF STRATEGY OFFICER 40.00 X 219583 0 12073 SANG LEE SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 185248 0 13231 SAM RASTIN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 179677 0 5523 SANDRA E ZYGMUNT DEPUTY CHIEF FOR INNOVATION/PRODUCT 40.00 X 163725 0 12132 MACAIRE JACKSON DIRECTOR OF TECHNICAL SERVICES 40.00 X 133154 0 8943 MARK PLATT LEAD ENGINEERING ARCHITECT 40.00 X 131612 0 11999 1513137 0 81449 18 0 1 0 ADP INC ONE ADP BOULEVARD ROSELAND NJ 07068 PAYROLL SERVICES 1053300 PROMPTWORKS LLC 123 S BROAD STREET 2400 PHILADELPHIA PA 19109 IT CONSULTING 630432 UNITED MAIL 4410 BISHOP LANE WATTERSON PARK KY 40218 DIRECT MARKETING 474316 ORS PARTNERS LLC 2570 BOULEVARD OF THE GENERALS NORRISTOWN PA 19403 RECRUITING SERVICES 284950 EVOLVE IP 630 ALLENDALE ROAD KING OF PRUSSIA PA 19406 TELEPHONE SERVICES 255088 8 150000 1877320 14523415 16550735 PROGRAM SERVICES 518210 9754528 9754528 9754528 70834 70834 146900 0 146900 146900 146900 32376 32895 -519 -519 -519 OTHER INCOME 518210 4454 4454 4454 26526932 9758982 0 217215 749342 229236 520106 11400679 9012868 1871960 515851 323185 253464 55212 14509 1141990 899096 204491 38403 1136622 865823 222424 48375 32352 32352 1353557 951131 402426 55896 10428 45025 443 1276745 1094167 165708 16870 859137 600089 233742 25306 49030 19555 29262 213 25984 20023 4961 1000 20236 20236 1020844 724799 265419 30626 89227 89227 SUBCONTRACTORS 1094768 1094768 MAIL PRODUCTION-OUTREAC 535483 534710 773 PLACEMENT FEES 314735 223462 81831 9442 FILING FEES 3924 3924 3267 3267 21487003 16565971 4219994 701038 152223 118866 3429725 18062621 14809359 12228776 195281 193138 8815801 4165153 4566377 4650648 23152965 35254049 968380 1995697 1958647 9174042 865267 2913424 2668401 6705718 13838140 X 2686043 10737670 13761204 10678239 16447247 21415909 23152965 35254049 X 5039929 -71267 X 0 1 X 1 1 1 X 6696526 4253027 8853744 16539633 16550735 52893665 8266329 7707611 8502033 8639453 9754528 42869954 136215 146900 283115 14962855 11960638 17355777 25315301 26452163 96046734 6377180 3550000 7617500 12456493 12834055 42835228 0 6377180 3550000 7617500 12456493 12834055 42835228 53211506 716 3580 4726 10304 70834 90160 716 3580 4726 10304 70834 90160 53083 4274 9117 5453 4454 76381 15016654 11968492 17369620 25331058 26527451 96213275 0.55310 0.61100 0.00090 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17 32335 32352 20753613 20785965 1000000 250000 0 0 837523 826466 892012 1000000 3556001 5334002 13799 35801 31008 32352 112960 209381 206617 223003 250000 889001 1333502 21 7545 17 7583 3913732 1507936 2405796 440378 270056 170322 4461691 2387161 2074530 4650648 DEFERRED RENT 2668401 2668401 X 26593732 66800 66800 26526932 0 26526932 21553803 66800 66800 21487003 0 21487003 PART X, LINE 2: U.S. GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE AND RECOGNIZE ANY UNCERTAIN TAX POSITIONS. U.S. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. BDT BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GAAP. X X X 0 0 0 0 0 0 0 0 0 TROOPER SANDERS CHIEF EXECUTIVE OFFICER 280000 0 0 0 0 0 5285 0 5585 0 290870 0 0 0 PAULINE ABERNATHY CHIEF STRATEGY OFFICER 219583 0 0 0 0 0 6304 0 5769 0 231656 0 0 0 JARED SUSCO CHIEF FINANCE & PEOPLE OFFICER 220138 0 0 0 0 0 6120 0 558 0 226816 0 0 0 SANG LEE SENIOR DIRECTOR OF DEVELOPMENT 185248 0 0 0 0 0 5273 0 7958 0 198479 0 0 0 SAM RASTIN DIRECTOR OF INFORMATION TECHNOLOGY 179677 0 0 0 0 0 4993 0 530 0 185200 0 0 0 SANDRA E ZYGMUNT DEPUTY CHIEF FOR INNOVATION/PRODUCT 163725 0 0 0 0 0 4048 0 8084 0 175857 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND REVIEWED BY MANAGEMENT. AFTER MANAGEMENT HAS APPROVED THE FORM 990, IT IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C NEW EMPLOYEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY STATEMENT AFTER IT IS DISCUSSED WITH THEM DURING THE ORIENTATION PROCESS. ANY FUTURE CONFLICTS ARE TO BE DISCUSSED WITH THEIR SUPERVISOR. THERE HAVE NOT BEEN ANY CONFLICTS IDENTIFIED IN THIS PROCESS BUT IF A CONFLICT IS IDENTIFIED IT WOULD BE ASSESSED BY THE DIRECTOR OF HUMAN RESOURCES, CFO, AND CEO AND APPROPRIATE ACTIONS WOULD BE TAKEN TO ENSURE THAT THE CONFLICTS WERE RESOLVED. AS OF JULY 1, 2018, EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. BOARD MEMBERS ALSO SIGN A CONFLICT OF INTEREST STATEMENT UPON APPOINTMENT TO THE BOARD AND ANNUALLY. IF A CONFLICT IS IDENTIFIED, THAT INDIVIDUAL REFRAINS FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 WHEN SETTING THE COMPENSATION FOR THE CEO, THE BOARD USED THE 990S OF OTHER ORGANIZATIONS ALONG WITH AVAILABLE MARKET DATA (E.G. PAYSCALE), AND THE FULL BOARD VOTED ON THE WRITTEN CONTRACT. THE OUTSIDE FIRM THAT RAN THE SEARCH ALSO PROVIDED VALUABLE COMPETITIVE INPUT. FORM 990, PART VI, SECTION B, LINE 15B: FOR TOP MANAGEMENT, THE 990S OF OTHER ORGANIZATIONS AND AVAILABLE MARKET DATA ARE ALSO DISCUSSED AND THE DECISIONS ARE MADE BY THE CEO WITH FULL CONSULTATION FROM THE CFO AND DIRECTOR OF HUMAN RESOURCES. THE OUTSIDE FIRMS THAT HAVE RUN 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 STATEMENT UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON ABANDONMENT OF PROPERTY AND EQUIPMENT -71,267.