Nonprofit · EIN 20-3455598
BENEFITS DATA TRUST
Tax-exempt · ALLENTOWN, PA 18104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | -$3,872,514 | $275,855 | -$4,148,369 | $5,252,649 | $3,729,547 | $1,523,102 |
| December 31, 2024 | 990 | $5,946,404 | $23,867,436 | -$17,921,032 | $13,801,160 | $8,129,689 | $5,671,471 |
| December 31, 2023 | 990 | $28,543,974 | $37,203,750 | -$8,659,776 | $32,856,270 | $9,390,952 | $23,465,318 |
| December 31, 2021 | 990 | $28,284,384 | $28,263,040 | $21,344 | $30,702,141 | $9,368,462 | $21,333,679 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$4,518,235
- Net gain from sales of assets
- -$4,518,235
- Other revenue
- $645,721
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $119,600
- Accounting fees
- $81,213
- Management and general (functional)
- $275,855
Balance sheet and other
- Total assets, start of year
- $13,801,160
- Total assets, end of year
- $5,252,649
- Total liabilities, end of year
- $3,729,547
- Net assets, end of year
- $1,523,102
- Net assets without donor restrictions
- $1,523,102
- Gross receipts
- $645,721
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN E FELDMAN ESQ | BANKRUPTCY TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WENDY STARNER | CFO - THRU 10/5/2024 Key employee | 45 | $240,651 | $7,367 |
| ERIKA BLUMENTHAL | COO - THRU 10/4/2024 Key employee | 45 | $221,859 | $8,935 |
| ALYSSA WAGNER | CPO - THRU 10/7/2024 Key employee | 45 | $208,061 | $8,759 |
| JULIETTE HYE-YOUNG CHO | SR. DIR. OF PHILANTHROPY - THRU 8/24/2024 Highest-paid employee | 37 | $174,296 | $0 |
| TROOPER SANDERS | CEO - THRU 6/9/2024 Trustee or director | 45 | $166,891 | $7,151 |
| SANG HOON LEE | CHIEF OF STAFF - THRU 8/6/2024 Key employee | 45 | $153,754 | $5,744 |
| SHARON REIKO WAKIYAMA | ENTERPRISE ARCHITECT - THRU 10/4/2024 Highest-paid employee | 37 | $137,311 | $5,977 |
| CASSIAN BRIGETTE K POWELL | SR. DIR. OF POLICY - THRU 8/24/2024 Highest-paid employee | 37 | $136,114 | $6,156 |
| STEPHEN ROCKWELL | CDO - THRU 6/14/2024 Key employee | 45 | $135,402 | $5,445 |
| MARTA MIGUEL | DIR. OF DATA ANALYTICS - THRU 8/24/2024 Highest-paid employee | 37 | $134,657 | $5,413 |
| SEAN SHAMBA DONOVAN | SR. DIR. OF INFO SYSTEM - THRU 8/24/2024 Highest-paid employee | 37 | $130,075 | $5,387 |
| GWEN MUSE-EVANS | DIRECTOR - THRU 10/7/24 Trustee or director | 1 | $0 | $0 |
| JEFFREY BAKER | DIRECTOR - THRU 10/7/24 Trustee or director, Officer | 1 | $0 | $0 |
| JULIUS GREEN | DIRECTOR - THRU 6/30/2024 Trustee or director | 1 | $0 | $0 |
| LISA MORRISON BUTLER | DIRECTOR - THRU 10/7/24 Trustee or director | 1 | $0 | $0 |
| MARGARET BRADLEY | SECRETARY - THRU 10/7/24 Trustee or director, Officer | 1 | $0 | $0 |
| RICH GREENAWALT | DIRECTOR - THRU 10/7/24 Trustee or director | 1 | $0 | $0 |
| THOMAS SHAFFERT | TREASURER - THRU 6/30/2024 Trustee or director, Officer | 1 | $0 | $0 |
| VIKKI WACHINO | DIRECTOR - THRU 10/7/24 Trustee or director | 1 | $0 | $0 |
| WARREN KANTOR | CHAIRMAN - THRU 10/7/24 Trustee or director, Officer | 1 | $0 | $0 |
| ZIA KHAN | DIRECTOR - THRU 6/30/2024 Trustee or director | 1 | $0 | $0 |
| LYNN E FELDMAN ESQ | BANKRUPTCY TRUSTEE - AS OF 10.7.24 Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TROOPER SANDERS | CHIEF EXECUTIVE OFFICER Trustee or director | 45 | $325,115 | $19,754 |
| PAULINE ABERNATHY | CHIEF STRATEGY OFFICER Key employee | 45 | $278,688 | $18,662 |
| ERIKA BLUMENTHAL | CHIEF OPERATING OFFICER Key employee | 45 | $252,476 | $18,547 |
| SANDRA ELISA ZYGMUNT | DEPUTY CHIEF FOR INNOVATION & PRODUCT Key employee | 45 | $235,804 | $26,550 |
| WENDY STARNER | CHIEF FINANCIAL OFFICER Key employee | 45 | $233,720 | $15,043 |
| STEPHEN ROCKWELL | CHIEF DIGITAL OFFICER Key employee | 45 | $233,086 | $9,323 |
| SANG LEE | CHIEF OF STAFF Key employee | 45 | $222,759 | $16,625 |
| ALYSSA WAGNER | CHIEF PEOPLE OFFICER Key employee | 45 | $220,352 | $15,563 |
| JULIETTE HYE-YOUNG CHO | SENIOR DIRECTOR OF PHILANTHROPY Highest-paid employee | 37.5 | $213,950 | $15,307 |
| MARTA MIGUEL | DIRECTOR OF DATA ANALYTICS Highest-paid employee | 37.5 | $190,665 | $7,857 |
| SEAN DONOVAN | SENIOR DIRECTOR OF INFORMATION SYSTEMS Highest-paid employee | 37.5 | $183,338 | $14,083 |
| LAURA MARAKOWSKI | SENIOR DIRECTOR OF CLIENT SERVICE & SUPPORT Highest-paid employee | 37.5 | $170,354 | $6,814 |
| PAUL TRENT HUNTSBERGER | ENTERPRISE ARCHITECT Highest-paid employee | 37.5 | $167,952 | $6,718 |
| WARREN KANTOR | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS SHAFFERT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY BAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET BRADLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| VIKKI WACHINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ZIA KHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIUS GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICH GREENAWALT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA MORRISON BUTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GWEN MUSE-EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2021: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TROOPER SANDERS | CHIEF EXECUTIVE OFFICER Officer | 40 | $280,000 | $10,199 |
| PAULINE ABERNATHY | CHIEF STRATEGY OFFICER Key employee | 40 | $242,555 | $15,537 |
| JARED SUSCO | CHIEF FINANCE & PEOPLE OFFICER Officer | 40 | $202,705 | $8,826 |
| ALBERT MIUCCIO JR | SENIOR DIRECTOR OF HEALTHCARE INNOVATION/DEVELOP Highest-paid employee | 40 | $193,844 | $16,394 |
| SANG LEE | CHIEF OF STAFF Highest-paid employee | 40 | $192,531 | $17,086 |
| SANDRA E ZYGMUNT | DEPUTY CHIEF FOR INNOVATION/PRODUCT Highest-paid employee | 40 | $183,962 | $16,975 |
| ERIKA BLUMENTHAL | CHIEF OPERATING OFFICER (EFF. 2/22/21) Key employee | 40 | $181,923 | $12,245 |
| SEAN DONOVAN | ACTING CHIEF TECHNOLOGY OFFICER Highest-paid employee | 40 | $166,976 | $13,047 |
| MACAIRE JACKSON | DIRECTOR OF TECHNICAL SERVICES Highest-paid employee | 40 | $156,455 | $12,371 |
| WARREN KANTOR | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS SHAFFERT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY BAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET BRADLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| VIKKI WACHINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ZIA KHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIUS GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD GREENAWALT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA MORRISON BUTLER | DIRECTOR (EFF. 12/1/21) Trustee or director | 1 | $0 | $0 |
| GWEN MUSE-EVANS | DIRECTOR (EFF. 12/1/21) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2310 WALBERT AVE STE 103, ALLENTOWN, PA 18104-1360
- In care of
- % CENTRE SQUARE WEST
- Principal officer (990 for 2025)
- LYNN E FELDMAN ESQ, 2310 WALBERT AVENUE 103, ALLENTOWN, PA 18104
- Signed the 990
- LYNN E FELDMAN ESQ, CHAPTER 7 BANKRUPTCY TRUSTEE
- Phone
- (610) 530-9285
- Return prepared by
- EISNER ADVISORY GROUP LLC
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.
Program accomplishments
- NO PROGRAM SERVICES WERE CONDUCTED DURING 2025.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3455598
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B990)
- Assets (IRS master file)
- $5,252,649
- Income (IRS master file)
- $645,721
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | -$3,872,514 | $275,855 | $5,252,649 | XML |
| 990 | December 2024 | $5,946,404 | $23,867,436 | $13,801,160 | XML |
| 990 | December 2023 | $28,543,974 | $37,203,750 | $32,856,270 | XML |
| 990 | December 2022 | $45,979,280 | $34,811,961 | $43,423,474 | IRS |
| 990 | December 2021 | $28,284,384 | $28,263,040 | $30,702,141 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3455598).
Questions about BENEFITS DATA TRUST
- What is the EIN of BENEFITS DATA TRUST?
- The employer identification number (EIN) of BENEFITS DATA TRUST is 20-3455598.
- Is BENEFITS DATA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BENEFITS DATA TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BENEFITS DATA TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENEFITS DATA TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENEFITS DATA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BENEFITS DATA TRUST?
- The 990 for the year ended December 31, 2025 names LYNN E FELDMAN ESQ.
- Who are the officers and directors of BENEFITS DATA TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BENEFITS DATA TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of -$3,872,514, expenses of $275,855 and total assets of $5,252,649 at year end.
Other nonprofits in ALLENTOWN
- COMMUNITY SERVICES FOR CHILDREN INC EIN 23-2204725 · last filed 990 for 2025
- MUHLENBERG COLLEGE EIN 23-1352664 · last filed 990 for 2025
- CEDAR CREST COLLEGE EIN 23-1365953 · last filed 990 for 2025
- EXECUTIVE EDUCATION ACADEMY CHARTER SCHOOL EIN 46-3958358 · last filed 990 for 2025
- LINCOLN LEADERSHIP ACADEMY CHARTER SCHOOL INC EIN 80-0367200 · last filed 990 for 2024
- ROBERTO CLEMENTE CHARTER SCHOOL INC EIN 23-3015568 · last filed 990 for 2025
- ARTS ACADEMY ELEMENTARY CHARTER SCHOOL INC EIN 47-3603998 · last filed 990 for 2024
- ARTS ACADEMY CHARTER SCHOOL INC EIN 45-3586665 · last filed 990 for 2024