BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ Charity Report

Public IRS 990 nonprofit record

BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ

EIN 20-3455598 · Education (B990)

What they do

BENEFITS DATA TRUST is A NATIONAL NOT-FOR-PROFIT COMMITTED TOTRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS ANDSERVICES. (SEE ALSO SCHEDULE O)

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $68.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

273.86%of revenue went to mission work68.2% of expenses · Program services

23.16%of revenue went to fundraising5.8% of expenses

$401.38spent for every $100 of revenueSpending was higher than revenue this year.

104.36%of revenue went to management and office costs26.0% of expenses

$0.58in assets for every $1 spent this yearSome assets cannot be spent right away.

12.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $17,921,032 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $248,018 for WENDY STARNER (CFO - THRU 10/5/2024). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,946,404

Mission workProgram services$16,285,004273.86% of revenue68.2% of expenses

ManagementOffice and general costs$6,205,471104.36% of revenue26.0% of expenses

FundraisingAsking for donations$1,376,96123.16% of revenue5.8% of expenses

Total expenses$23,867,436401.38% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 68.2% mission · 26.0% management · 5.8% fundraisingTotal expenses: 401.38% of revenue

2023Expense mix: 70.9% mission · 23.6% management · 5.5% fundraisingTotal expenses: 130.34% of revenue

2022Expense mix: 72.9% mission · 23.7% management · 3.4% fundraisingTotal expenses: 75.71% of revenue

2021Expense mix: 77.3% mission · 19.8% management · 2.9% fundraisingTotal expenses: 99.92% of revenue

2020Expense mix: 77.1% mission · 19.6% management · 3.3% fundraisingTotal expenses: 81.00% of revenue

2019Expense mix: 76.5% mission · 20.0% management · 3.5% fundraisingTotal expenses: 60.71% of revenue

2018Expense mix: 77.7% mission · 20.5% management · 1.8% fundraisingTotal expenses: 79.34% of revenue

2017Expense mix: 76.4% mission · 20.3% management · 3.3% fundraisingTotal expenses: 114.92% of revenue

Money in and money out

Revenue$5,946,404

Expenses$23,867,436

Annual shortfall $17,921,032 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$16,285,004 · 68.2% of expenses

Management and office costs$6,205,471 · 26.0% of expenses

Fundraising$1,376,961 · 5.8% of expenses

See all reported dollar amounts

Revenue$5,946,404

Expenses$23,867,436

Assets$13,801,160

Income$5,946,404

Contributions$757,121

Mission work (program services)$16,285,004

Fundraising$1,376,961

Management and general$6,205,471

Executive compensation (total)$749,342

Stocks and bonds$13,879,062

Accounting fees$33,000

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WENDY STARNERCFO - THRU 10/5/2024 · 45 hrs/week $248,018Base $240,651 · Other $7,367

ERIKA BLUMENTHALCOO - THRU 10/4/2024 · 45 hrs/week $230,794Base $221,859 · Other $8,935

ALYSSA WAGNERCPO - THRU 10/7/2024 · 45 hrs/week $216,820Base $208,061 · Other $8,759

JULIETTE HYE-YOUNG CHOSR. DIR. OF PHILANTHROPY - THRU 8/24/2024 · 37 hrs/week $174,296

TROOPER SANDERSCEO - THRU 6/9/2024 · 45 hrs/week $174,042Base $166,891 · Other $7,151

SANG HOON LEECHIEF OF STAFF - THRU 8/6/2024 · 45 hrs/week $159,498Base $153,754 · Other $5,744

SHARON REIKO WAKIYAMAENTERPRISE ARCHITECT - THRU 10/4/2024 · 37 hrs/week $143,288Base $137,311 · Other $5,977

CASSIAN BRIGETTE K POWELLSR. DIR. OF POLICY - THRU 8/24/2024 · 37 hrs/week $142,270Base $136,114 · Other $6,156

STEPHEN ROCKWELLCDO - THRU 6/14/2024 · 45 hrs/week $140,847Base $135,402 · Other $5,445

MARTA MIGUELDIR. OF DATA ANALYTICS - THRU 8/24/2024 · 37 hrs/week $140,070Base $134,657 · Other $5,413

SEAN SHAMBA DONOVANSR. DIR. OF INFO SYSTEM - THRU 8/24/2024 · 37 hrs/week $135,462Base $130,075 · Other $5,387

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

WENDY STARNERCFO - THRU 10/5/2024

ERIKA BLUMENTHALCOO - THRU 10/4/2024

ALYSSA WAGNERCPO - THRU 10/7/2024

JULIETTE HYE-YOUNG CHOSR. DIR. OF PHILANTHROPY - THRU 8/24/2024

TROOPER SANDERSCEO - THRU 6/9/2024

SANG HOON LEECHIEF OF STAFF - THRU 8/6/2024

SHARON REIKO WAKIYAMAENTERPRISE ARCHITECT - THRU 10/4/2024

CASSIAN BRIGETTE K POWELLSR. DIR. OF POLICY - THRU 8/24/2024

STEPHEN ROCKWELLCDO - THRU 6/14/2024

MARTA MIGUELDIR. OF DATA ANALYTICS - THRU 8/24/2024

SEAN SHAMBA DONOVANSR. DIR. OF INFO SYSTEM - THRU 8/24/2024

ZIA KHANDIRECTOR - THRU 6/30/2024

WARREN KANTORCHAIRMAN - THRU 10/7/24

VIKKI WACHINODIRECTOR - THRU 10/7/24

THOMAS SHAFFERTTREASURER - THRU 6/30/2024

RICH GREENAWALTDIRECTOR - THRU 10/7/24

MARGARET BRADLEYSECRETARY - THRU 10/7/24

LYNN E FELDMAN ESQBANKRUPTCY TRUSTEE - AS OF 10.7.24

LISA MORRISON BUTLERDIRECTOR - THRU 10/7/24

JULIUS GREENDIRECTOR - THRU 6/30/2024

JEFFREY BAKERDIRECTOR - THRU 10/7/24

GWEN MUSE-EVANSDIRECTOR - THRU 10/7/24

About this charity

Recognized since: January 2006
Location: 2310 WALBERT AVENUE 103, ALLENTOWN, PA 18104
County: Lehigh
In care of: LYNN E FELDMAN ESQ
Primary officer: LYNN E FELDMAN ESQ, CHAPTER 7 BANKRUPTCY TRUSTEE

How to reach them

Phone(610) 530-9285

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: EISNER ADVISORY GROUP LLC
NTEE classification: Education (B990)