BENEFITS DATA TRUST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BENEFITS DATA TRUST (EIN 20-3455598)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349304922
- Schema version
- 2024v5.2
- 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 | 2025-11-12T13:30:04-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARNEGIE CENTER SUITE 300 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 |
| Business Name Line2 | C/O LYNN E FELDMAN ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 6105309285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 WALBERT AVENUE 103 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN E FELDMAN ESQ | PersonNm |
| Person Title | CHAPTER 7 BANKRUPTCY TRUSTEE | PersonTitleTxt |
| Phone | 6105309285 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM EPSTEIN | PreparerPersonNm |
| PTIN | P01307171 | PTIN |
| Phone | 6099210900 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LYNN E FELDMAN ESQ | PrincipalOfficerNm |
| Gross Receipts | $5,946,404 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | COMMITTED TO TRANSFORMING HOWINDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 0 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 352 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,067,912 | PYContributionsGrantsAmt |
| CY Contributions Grants | $757,121 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,811,239 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,958,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $494,812 | PYInvestmentIncomeAmt |
| CY Investment Income | $231,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | $170,011 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,543,974 | PYTotalRevenueAmt |
| CY Total Revenue | $5,946,404 | 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 | $28,211,898 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,004,046 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,376,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,991,852 | PYOtherExpensesAmt |
| CY Other Expenses | $6,863,390 | CYOtherExpensesAmt |
| PY Total Expenses | $37,203,750 | PYTotalExpensesAmt |
| CY Total Expenses | $23,867,436 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,659,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,921,032 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,856,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,801,160 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,390,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,129,689 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,465,318 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,671,471 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BENEFITS DATA TRUST IS A NATIONAL NOT-FOR-PROFIT COMMITTED TOTRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS ANDSERVICES. (SEE ALSO SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $10,451,715 | ExpenseAmt |
| Revenue | $2,402,468 | RevenueAmt |
| Desc | DIRECT OUTREACH AND APPLICATION ASSISTANCE:BENEFITS DATA TRUST (BDT) ASSISTS CLIENTS WITH THE BENEFIT APPLICATIONAND ENROLLMENT PROCESS THROUGH PHONE-BASED APPLICATION ASSISTANCE ANDDATA-DRIVEN OUTREACH. BDT PARTNERS WITH GOVERNMENT AGENCIES ANDCROSS-SECTOR STAKEHOLDERS AND USES DATA TO IDENTIFY INDIVIDUALS WHO ARENOT CURRENTLY ACCESSING THE CRITICAL BENEFITS AND SERVICES FOR WHICHTHEY QUALIFY. ONCE IDENTIFIED, INDIVIDUALS ARE CONNECTED WITH TRAINEDSTAFF AT BDT'S CONTACT CENTER, WHICH USES BDT'S PROPRIETARY SOFTWARE TOHELP CLIENTS COMPLETE APPLICATIONS FOR A FULL SUITE OF BENEFITS ANDSERVICES AT ONCE, ELIMINATING THE BURDEN AND REDUNDANCY OF NAVIGATINGEACH PROGRAM SEPARATELY. THIS IS A GRANT FUNDED PROGRAM THAT IS A FREESERVICE TO OUR CLIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,437,664 | ExpenseAmt |
| Revenue | $1,120,431 | RevenueAmt |
| Desc | DATA AND TECHNOLOGY:BDT USES DATA AND TECHNOLOGY TO DESIGN SOLUTIONS THAT IMPROVE ACCESS TOESSENTIAL BENEFITS AND SERVICES. BDT ANALYZES DATA TO BETTER CONNECTTHOSE IN NEED TO PUBLIC BENEFITS THAT THEY ARE ELIGIBLE FOR AND BUILDSINTEGRATED TECHNOLOGY SOLUTIONS THAT CONNECT CLIENTS TO SERVICES FORKEY PARTNERS AND/OR GEOGRAPHIES. BY BUILDING TECHNOLOGY SOLUTIONS THATENSURE A SMOOTH APPLICATION AND ENROLLMENT PROCESS, BDT IS REDUCING THENUMBER OF BARRIERS FACED BY THOSE IN NEED WHEN APPLYING FOR ASSISTANCE.NOTING THE DECLINE IN THE % OF FUNDED DIRECT SERVICE & OUTREACH PROGRAMEXPENSES (SEE NOTE ABOVE), BDT MANAGEMENT RECOGNIZED THAT THE COREDIRECT SERVICE & OUTREACH BUSINESS LINE NEEDED TO BE REINVENTED. A VISIONARY PLAN WAS IMPLEMENTED WITH THE GOALS TO (CONTINTUED ON SCH. O) ENHANCE DIRECT SERVICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,395,625 | ExpenseAmt |
| Revenue | $1,209,682 | RevenueAmt |
| Desc | TECHNICAL ASSISTANCE:BDT PROVIDES POLICY AND PRACTICE ASSISTANCE TO STATES NATIONWIDE TOHELP THEM STREAMLINE BENEFITS ACCESS. THE ORGANIZATION HELPS STATEAGENCIES EXPLORE, APPLY FOR, AND OPERATIONALIZE THE COLLECTION OFWAIVERS, STATE OPTIONS, AND PROCESS IMPROVEMENTS AVAILABLE, INCLUDINGDATA-MATCHING, CROSS-PROGRAM ENROLLMENT COORDINATION, DATA-DRIVENOUTREACH, AND APPLICATION SIMPLIFICATION. BDT'S POLICY WORK ALSOINCLUDES DISSEMINATION OF EFFECTIVE POLICIES AND PRACTICES THROUGHREPORTS, ISSUE BRIEFS, PLAYBOOKS, AND WEBINARS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $225,569 | RevenueAmt |
| Desc | (CONTINUED FROM PART III) OTHER VARIOUS PROGRAM SERVICES PROVIDED TO ENHANCE ACCESS TO ESSENTIAL BENEFITS AND SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $225,569 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,285,004 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 352 | 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 | 0 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | LYNN E FELDMAN ESQUIRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105309285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 WALBERT AVE STE 103 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GWEN MUSE-EVANS | ||||||||
| DIRECTOR - THRU 10/7/24 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY BAKER | ||||||||
| DIRECTOR - THRU 10/7/24 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JULIUS GREEN | ||||||||
| DIRECTOR - THRU 6/30/2024 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA MORRISON BUTLER | ||||||||
| DIRECTOR - THRU 10/7/24 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET BRADLEY | ||||||||
| SECRETARY - THRU 10/7/24 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICH GREENAWALT | ||||||||
| DIRECTOR - THRU 10/7/24 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SHAFFERT | ||||||||
| TREASURER - THRU 6/30/2024 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TROOPER SANDERS | ||||||||
| CEO - THRU 6/9/2024 | 45.00 | Yes (X) | $166,891 | $0 | $7,151 | |||
| VIKKI WACHINO | ||||||||
| DIRECTOR - THRU 10/7/24 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WARREN KANTOR | ||||||||
| CHAIRMAN - THRU 10/7/24 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ZIA KHAN | ||||||||
| DIRECTOR - THRU 6/30/2024 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN E FELDMAN ESQ | ||||||||
| BANKRUPTCY TRUSTEE - AS OF 10.7.24 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALYSSA WAGNER | ||||||||
| CPO - THRU 10/7/2024 | 45.00 | $208,061 | $0 | $8,759 | Yes (X) | |||
| ERIKA BLUMENTHAL | ||||||||
| COO - THRU 10/4/2024 | 45.00 | $221,859 | $0 | $8,935 | Yes (X) | |||
| SANG HOON LEE | ||||||||
| CHIEF OF STAFF - THRU 8/6/2024 | 45.00 | $153,754 | $0 | $5,744 | Yes (X) | |||
| STEPHEN ROCKWELL | ||||||||
| CDO - THRU 6/14/2024 | 45.00 | $135,402 | $0 | $5,445 | Yes (X) | |||
| WENDY STARNER | ||||||||
| CFO - THRU 10/5/2024 | 45.00 | $240,651 | $0 | $7,367 | Yes (X) | |||
| CASSIAN BRIGETTE K POWELL | ||||||||
| SR. DIR. OF POLICY - THRU 8/24/2024 | 37.00 | $136,114 | $0 | $6,156 | Yes (X) | |||
| JULIETTE HYE-YOUNG CHO | ||||||||
| SR. DIR. OF PHILANTHROPY - THRU 8/24/2024 | 37.00 | $174,296 | $0 | $0 | Yes (X) | |||
| MARTA MIGUEL | ||||||||
| DIR. OF DATA ANALYTICS - THRU 8/24/2024 | 37.00 | $134,657 | $0 | $5,413 | Yes (X) | |||
| SEAN SHAMBA DONOVAN | ||||||||
| SR. DIR. OF INFO SYSTEM - THRU 8/24/2024 | 37.00 | $130,075 | $0 | $5,387 | Yes (X) | |||
| SHARON REIKO WAKIYAMA | ||||||||
| ENTERPRISE ARCHITECT - THRU 10/4/2024 | 37.00 | $137,311 | $0 | $5,977 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,839,071 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,334 | 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 | |||||
| ADP BOULEVARD | ROSELAND | NJ | 07068 | PAYROLL SERVICES | $1,339,395 |
| FIVE9 INC | |||||
| 3001 BISHOP DRIVE | SAN RAMON | CA | 94583 | TELEPHONE SERVICES | $462,645 |
| SADA SYSTEMS INC | |||||
| 5250 LANKERSHIM BOULEVARD 620 | NORTH HOLLYWOOD | CA | 91601 | IT SERVICES | $410,811 |
| UNITED MAIL | |||||
| 4410 BISHOP LANE | WATTERSON PARK | KY | 40218 | DIRECT MARKETING | $349,861 |
| TRANSPERFECT TRANSLATIONS INTERNATIONAL | |||||
| 1250 BROADWAY 32ND FLOOR | NEW YORK | NY | 10001 | TRANLATION SERVICES | $167,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $757,121 | AllOtherContributionsAmt |
| Noncash Contributions | $18,009 | NoncashContributionsAmt |
| Total Contributions | $757,121 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENU | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $4,958,150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,958,150 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,958,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,133 | TotalRevenueColumnAmt |
| Exclusion | $231,133 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,946,404 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,958,150 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $231,133 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126,616 | TotalAmt |
| Program Services | $181,779 | ProgramServicesAmt |
| Management And General | $609,902 | ManagementAndGeneralAmt |
| Fundraising | $334,935 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,699,792 | TotalAmt |
| Program Services | $9,872,800 | ProgramServicesAmt |
| Management And General | $2,181,336 | ManagementAndGeneralAmt |
| Fundraising | $645,656 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,592 | TotalAmt |
| Program Services | $340,172 | ProgramServicesAmt |
| Management And General | $71,041 | ManagementAndGeneralAmt |
| Fundraising | $20,379 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,786 | TotalAmt |
| Program Services | $1,132,021 | ProgramServicesAmt |
| Management And General | $338,950 | ManagementAndGeneralAmt |
| Fundraising | $101,815 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,260 | TotalAmt |
| Program Services | $848,960 | ProgramServicesAmt |
| Management And General | $243,449 | ManagementAndGeneralAmt |
| Fundraising | $80,851 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,091 | TotalAmt |
| Management And General | $404,091 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
| Management And General | $33,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,264 | TotalAmt |
| Program Services | $344,788 | ProgramServicesAmt |
| Management And General | $512,476 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,240 | TotalAmt |
| Fundraising | $115,240 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,757 | TotalAmt |
| Program Services | $27,865 | ProgramServicesAmt |
| Management And General | $59,768 | ManagementAndGeneralAmt |
| Fundraising | $2,124 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,517 | TotalAmt |
| Program Services | $471,522 | ProgramServicesAmt |
| Management And General | $546,506 | ManagementAndGeneralAmt |
| Fundraising | $2,489 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,996 | TotalAmt |
| Program Services | $602,698 | ProgramServicesAmt |
| Management And General | $232,469 | ManagementAndGeneralAmt |
| Fundraising | $25,829 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,941 | TotalAmt |
| Program Services | $81,140 | ProgramServicesAmt |
| Management And General | $23,608 | ManagementAndGeneralAmt |
| Fundraising | $6,193 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,503 | TotalAmt |
| Program Services | $10,141 | ProgramServicesAmt |
| Management And General | $6,942 | ManagementAndGeneralAmt |
| Fundraising | $1,420 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,037 | TotalAmt |
| Management And General | $45,037 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,476 | TotalAmt |
| Program Services | $936,828 | ProgramServicesAmt |
| Management And General | $343,064 | ManagementAndGeneralAmt |
| Fundraising | $39,584 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,935 | TotalAmt |
| Management And General | $339,935 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SUBCONTRACTORS | $895,356 | $895,356 | ||
| MAIL PRODUCTION | $531,689 | $531,243 | $446 | |
| MISCELLANEOUS | $208,944 | $7,614 | $201,330 | |
| BANK CHARGES | $12,644 | $77 | $12,567 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,867,436 | TotalAmt |
| Program Services | $16,285,004 | ProgramServicesAmt |
| Management And General | $6,205,471 | ManagementAndGeneralAmt |
| Fundraising | $1,376,961 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,321 | BOYAmt |
| EOY | $3,436,843 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,443,144 | BOYAmt |
| EOY | $151,720 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,286,406 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,801,805 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,893 | BOYAmt |
| EOY | $144,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,347,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,829,522 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,837,713 | BOYAmt |
| EOY | $4,518,235 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,879,062 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,992,731 | BOYAmt |
| EOY | $1,748,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,856,270 | BOYAmt |
| EOY | $13,801,160 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,159,078 | BOYAmt |
| EOY | $5,785,486 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,142 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,829,732 | BOYAmt |
| EOY | $2,344,203 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,390,952 | BOYAmt |
| EOY | $8,129,689 | 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 | $18,581,293 | BOYAmt |
| EOY | $5,671,471 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,884,025 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,465,318 | BOYAmt |
| EOY | $5,671,471 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,856,270 | BOYAmt |
| EOY | $13,801,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,921,032 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $127,185 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | 0 | 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 | $16,550,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,894,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,534,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,067,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $757,121 | CurrentTaxYearAmt |
| Total | $78,805,054 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,754,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,286,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,937,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,811,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,958,150 | CurrentTaxYearAmt |
| Total | $54,747,619 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,900 | CurrentTaxYearMinus4YearsAmt |
| Total | $146,900 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,452,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,180,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,472,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,879,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,715,271 | CurrentTaxYearAmt |
| Total | $133,699,573 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,834,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,765,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,821,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,866,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,621,809 | CurrentTaxYearAmt |
| Total | $63,910,150 | 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 | $12,834,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,765,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,821,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,866,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,621,809 | CurrentTaxYearAmt |
| Total | $63,910,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $69,789,423 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $494,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,133 | CurrentTaxYearAmt |
| Total | $1,391,862 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $494,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,133 | CurrentTaxYearAmt |
| Total | $1,391,862 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,011 | CurrentTaxYearMinus1YearAmt |
| Total | $190,058 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,527,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,284,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,979,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,543,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,946,404 | CurrentTaxYearAmt |
| Total | $135,281,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.51590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.50790 | PublicSupportPY509Pct |
| Investment Income CY | 0.01030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00760 | 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
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 | $0 | CurrentYearAmt |
| Total | $3,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $93 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,425 | CurrentYearMinus2Amt |
| Current Year Minus1 | $32,000 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $34,518 | 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 | $0 | CurrentYearAmt |
| Total | $750,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $30 | CurrentYearMinus3Amt |
| Current Year Minus2 | $245 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $275 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,913,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,822,933 | DepreciationAmt |
| Book Value | $1,090,799 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $450,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $441,750 | DepreciationAmt |
| Book Value | $8,628 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,983,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,564,839 | DepreciationAmt |
| Book Value | $3,418,808 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,518,235 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT TO USE ASSET | Desc |
| Book Value | $1,748,150 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,748,150 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $2,294,203 |
| SECURITY DEPOSIT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,344,203 | TotalLiabilityAmt |
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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WENDY STARNER | ||||||||||||||
| CFO - THRU 10/5/2024 | $240,651 | $0 | $0 | $0 | $0 | $0 | $7,055 | $0 | $312 | $0 | $248,018 | $0 | $0 | $0 |
| ERIKA BLUMENTHAL | ||||||||||||||
| COO - THRU 10/4/2024 | $221,859 | $0 | $0 | $0 | $0 | $0 | $8,935 | $0 | $0 | $0 | $230,794 | $0 | $0 | $0 |
| ALYSSA WAGNER | ||||||||||||||
| CPO - THRU 10/7/2024 | $208,061 | $0 | $0 | $0 | $0 | $0 | $8,446 | $0 | $312 | $0 | $216,819 | $0 | $0 | $0 |
| JULIETTE HYE-YOUNG CHO | ||||||||||||||
| SR. DIR. OF PHILANTHROPY - THRU 8/24 | $174,296 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $174,296 | $0 | $0 | $0 |
| TROOPER SANDERS | ||||||||||||||
| CEO - THRU 6/9/2024 | $166,891 | $0 | $0 | $0 | $0 | $0 | $5,706 | $0 | $1,446 | $0 | $174,043 | $0 | $0 | $0 |
| SANG HOON LEE | ||||||||||||||
| CHIEF OF STAFF - THRU 8/6/2024 | $153,754 | $0 | $0 | $0 | $0 | $0 | $5,286 | $0 | $458 | $0 | $159,498 | $0 | $0 | $0 |
| SHARON REIKO WAKIYAMA | ||||||||||||||
| ENTERPRISE ARCHITECT - THRU 10/4/202 | $137,311 | $0 | $0 | $0 | $0 | $0 | $5,665 | $0 | $312 | $0 | $143,288 | $0 | $0 | $0 |
| CASSIAN BRIGETTE K POWELL | ||||||||||||||
| SR. DIR. OF POLICY - THRU 8/24/2024 | $136,114 | $0 | $0 | $0 | $0 | $0 | $5,698 | $0 | $458 | $0 | $142,270 | $0 | $0 | $0 |
| STEPHEN ROCKWELL | ||||||||||||||
| CDO - THRU 6/14/2024 | $135,402 | $0 | $0 | $0 | $0 | $0 | $5,445 | $0 | $0 | $0 | $140,847 | $0 | $0 | $0 |
| MARTA MIGUEL | ||||||||||||||
| DIR. OF DATA ANALYTICS - THRU 8/24/2 | $134,657 | $0 | $0 | $0 | $0 | $0 | $5,413 | $0 | $0 | $0 | $140,070 | $0 | $0 | $0 |
| SEAN SHAMBA DONOVAN | ||||||||||||||
| SR. DIR. OF INFO SYSTEM - THRU 8/24/ | $130,075 | $0 | $0 | $0 | $0 | $0 | $5,283 | $0 | $104 | $0 | $135,462 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE ORGANIZATION CEASED OPERATIONS AS OF OCTOBER 7, 2024 AND FILED A VOLUNTARY PETITION FOR RELIEF UNDER CHAPTER 7 OF THE BANKRUPTCY CODE WITH THE UNITED BANKRUPTCY COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA, AT WHICH TIME LYNN E. FELDMAN, ESQ. WAS APPOINTED AS CHAPTER 7 BANKRUPTCY TRUSTEE. ALTHOUGH OPERATIONS HAVE CEASED, AS OF DECEMBER 31, 2024 ASSETS REMAINED FOR THE DISTRIBUTION OF CLAIMS, WHICH WILL BEGIN TO BE PAID OUT IN 2025. IT IS EXPECTED THAT THE 2025 RETURN WILL BE FINAL. SEE ATTACHED BANKRUPTCY PETITION. |
| FORM 990, PART V, LINE 2A | THE ORGANIZATION CEASED OPERATIONS AS OF OCTOBER 7, 2024 AND FILED FOR CHAPTER 7 BAKRUPTCY. AS A RESULT, ALL EMPLOYEES WERE TERMINATED BY THIS DATE. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION CEASED OPERATIONS ON OCTOBER 7, 2024 AS A RESULT OF FILING FOR CHAPTER 7 BANKRUPTCY. AS OF THIS DATE, ALL EMPLOYEES, OFFICERS AND DIRECTORS WERE TERMINATED. CONTROL OVER ASSETS AND MANAGEMENT DUTIES CUTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WERE DELEGAED TO LYNN E. FELDMAN, ESQ., WHO WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE AS OF OCTOBER 7, 2024. SEE ATTACHED PETITION. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION ADOPTED A RESOLUTION ON SEPTEMBER 18, 2024 TO FILE FOR CHAPTER 7 BANKRUPTCY. ON OCTOBER 7, 2024, THE ORGANIZATION CEASED OPERATIONS AND FILED FOR CHAPTER 7 BANKRUPTCY WITH THE UNITED STATES BANKRUPTCY COURT IN THE EASTERN DISTRICT OF PENNSYLVANIA. SEE ATTACHED PETITION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION FILED FOR CHAPTER 7 BANKRUPTCY ON OCTOER 7, 2024 AND LYNN E. FELDMAN, ESQ. WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. AS A RESULT, ALL GOVERNANCE DECISIONS ARE RESERVED FOR THE TRUSTEE ALONG WITH CUSTODY OF THE ORGANIZATION'S ASSETS. |
| FORM 990, PART VI, SECTION B, LINE 11B | 990 REVIEW THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND REVIEWED BY THE CHAPTER 7 BANKRPUTCY TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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 C, LINE 19 | AVAILABILITY OF DOCUMENTS THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. |
| 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 VII | THE ORGANIZATION CEASED OPERATOINS AS OF OCTOBER 7, 2024 AND FILED FOR CHAPTER 7 BANKRUPTCY. ALL OFFICERS, DIRECTORS AND EMPLOYEES WERE TERMINATED ON OR BEFORE THIS DATE. |