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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-3455598

BENEFITS DATA TRUST

Tax-exempt · ALLENTOWN, PA 18104

Financials

−$3.9M$276K2025
Revenue Expenses · by fiscal year end
Financials of BENEFITS DATA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-$3,872,514$275,855-$4,148,369$5,252,649$3,729,547$1,523,102
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.

NameTitleHours / weekCompensation
LYNN E FELDMAN ESQBANKRUPTCY TRUSTEE
Trustee or director
2$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.

990 for the year ended December 31, 2025

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 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

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS
990December 2024–––IRS
990December 2023$28,543,974$37,203,750$32,856,270IRS
990December 2022$45,979,280$34,811,961$43,423,474IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

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.

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