BEducationEIN: 203455598· Ruling Year: 2006

Benefits Data Trust

Allentown, Pennsylvania

B+Health Score
74B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.63×
Peer Median20.77×
💰
$28.5M
Total Revenue
📊
$37.2M
Total Expenses
🏦
$23.5M
Net Assets
📋
$9.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-37.9%
Year-over-year change (2022 → 2023)
Net Margin
-30.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.63
Net assets divided by total expenses
Liabilities-to-Assets
28.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$28,543,97438%$37,203,7507%$32,856,27024%
2022$45,979,28063%$34,811,96123%$43,423,47441%
2021$28,284,3847%$28,263,04032%$30,702,14113%
2020$26,526,9325%$21,487,00340%$35,254,04952%
2019$25,330,81246%$15,378,59112%$23,152,965102%
2018$17,369,62045%$13,780,851$11,475,98144%
2017$11,964,86920%$13,750,45010%$7,985,44820%
2016$15,015,84664%$12,516,45025%$10,032,06086%
2015$9,154,3569%$9,977,59737%$5,400,1802%
2014$10,025,15956%$7,282,20914%$5,313,78282%
2013$6,446,91230%$6,393,32930%$2,911,98013%
2012$4,968,47042%$4,899,52044%$2,577,593107%
2011$3,508,554$3,397,235$1,243,252

Frequently Asked Questions

What does Benefits Data Trust do?

Benefits Data Trust is a education nonprofit organization based in Pennsylvania. It is classified under NTEE code B990 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Benefits Data Trust financially healthy?

Based on our 9-metric Financial Health Score model, Benefits Data Trust has a score of 74/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Benefits Data Trust generate?

Benefits Data Trust reports $5.9M in annual revenue and holds $13.8M in total assets, based on IRS filings.

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