Benefits Data Trust

Organization Overview

Benefits Data Trust is located in Philadelphia, PA. The organization was established in 2006. According to its NTEE Classification (B99) the organization is classified as: Education N.E.C., under the broad grouping of Education and related organizations. As of 12/2020, Benefits Data Trust employed 318 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Benefits Data Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2020, Benefits Data Trust generated $26.5m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 19.4% each year . All expenses for the organization totaled $21.5m during the year ending 12/2020. While expenses have increased by 13.6% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2020

Describe the Organization's Mission:

Part 3 - Line 1

COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS.

Describe the Organization's Program Activity:

Part 3 - Line 4a

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.


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.


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.


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
Ors Partners Llc
Recruiting Services
$284,950
United Mail
Direct Marketing
$474,316
Evolve Ip
Telephone Services
$255,088
Adp Inc
Payroll Services
$1,053,300
Promptworks Llc
It Consulting
$630,432
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Financial Statements

Statement of Revenue
Federated campaigns$150,000
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $1,877,320
All other contributions, gifts, grants, and similar amounts not included above$14,523,415
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$16,550,735
Total Program Service Revenue$9,754,528
Investment income $70,834
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $146,900
Net Gain/Loss on Asset Sales -$519
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $26,526,932

Grants Recieved

Over the last fiscal year, we have identified 16 grants that Benefits Data Trust has recieved totaling $12,264,689.

Awarding OrganizationAmount
Pew Charitable Trusts

Washington, DC

PURPOSE: Civic Life

$3,200,000
Wal-Mart Foundation

Bentonville, AR

PURPOSE: HEALTHIER FOOD FOR ALL

$2,500,000
Robin Hood Foundation

New York, NY

PURPOSE: POVERTY RELIEF

$2,145,080
Tides Foundation

San Francisco, CA

PURPOSE: HEALTHY INDIVIDUALS AND COMMUNITIES

$1,275,000
Goldman Sachs Philanthropy Fund

New York, NY

PURPOSE: COMMUNITY & HUMAN SERVICES

$1,250,000
Aarp Foundation

Washington, DC

PURPOSE: GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM

$540,000
View Grant Recipient Profile

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