Pennsylvania · Nonprofit
BENEFITS DATA TRUST
BENEFITS DATA TRUST (Pennsylvania) receives grants from 54 organizations whose IRS filings report $108,090,578 to it, the largest being NATIONAL PHILANTHROPIC TRUST ($20,004,000). 32 of them have funded it in more than one year.
- Revenue FY2025
- $-3872514
- Funders on record
- 54
- Grants received
- $108M
- Net assets
- $1.5M
What Benefits Data Trust does
Mission
Benefits Data Trust was a not-for-profit orgniazation committed to transforming how individuals in need access essential benefits and services. 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 states bankruptcy court for the eastern district of pennsylvania on october 11, 2024.
As stated on its FY2025 Form 990.
Program
On its FY2025 return the organization reported a significant change in how it conducts a program.
The organization ceased operations on october 7, 2024 and filed for chapter 7 bankruptcy on october 11, 2024. As of october 7, 2024, all employees, officers and directors were terminated. Control over assets and management duties customarily performed by or under the direct supervision of officers, directors, trustees or key employees were delegated to lynn e. Feldman, esq., who was appointed chapter 7 bankruptcy trustee. See attached petition.
Its own explanation, from Schedule O of that return (Part III, line 3).
No program services were conducted during 2025.
The program described on its FY2025 Form 990.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $33M to $14M (−58%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 7%. Grants only. Government contracts and fees sit inside program revenue.
0% of BENEFITS DATA TRUST’s revenue is contributions — more earned-revenue than three-quarters of its peers (65% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base broadened from 7 funders to 25 funders, grant income rose $3.0M → $9.7M.
12 of 54 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 26% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of BENEFITS DATA TRUST’s funders (the co-funder graph). Top 30 of 54 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
BENEFITS DATA TRUST has a broad base — no single funder exceeds 19% of grant income, and it takes 4 funders to reach half.
the vertical line marks half of all grant income — 4 funders to its left
66% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund BENEFITS DATA TRUST.
Largest funder’s share by year: 2017 64% · 2018 38% · 2019 24% · 2020 24% · 2021 27% · 2022 55% · 2023 20% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
54% of BENEFITS DATA TRUST's funders are still giving 3 years after their first grant; 59% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
BENEFITS DATA TRUST draws 97% of its grant income from funders outside Pennsylvania, across 17 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $28M arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
BENEFITS DATA TRUST holds deeper cash reserves than three-quarters of the 17,804 education nonprofits its size.
this organization peer median middle 50% of peers· 17,804 education nonprofits under $100k, FY2025
Government funding BENEFITS DATA TRUST receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $5.4M on record — $500k federal, $4.9M state.
- Department of Agriculture$500k
- Grant$4.9M
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like BENEFITS DATA TRUST
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Pennsylvania
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
0% of spending goes to programs.
Governance
Public support
52%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 20 states
Screen this organization
A dated, signed PDF of the compliance screen for BENEFITS DATA TRUST: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds BENEFITS DATA TRUST?
- BENEFITS DATA TRUST (Pennsylvania) receives grants from 54 organizations whose IRS filings report $108,090,578 to it, the largest being NATIONAL PHILANTHROPIC TRUST ($20,004,000). 32 of them have funded it in more than one year.
- How many funders does BENEFITS DATA TRUST have?
- IRS filings report 54 organizations giving $108,090,578 in grants to BENEFITS DATA TRUST, 32 of which have funded it in more than one year.
- Who is the largest funder of BENEFITS DATA TRUST?
- NATIONAL PHILANTHROPIC TRUST is the largest funder on record, with $20,004,000 in grants. The full list of funders is on this page.
- How can an organization like BENEFITS DATA TRUST find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Benefits Data →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 54 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing