2024-11-11T09:27:53-06:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 831938925 The Sequoia Project Inc SEQU 5713273637 8300 Boone Blvd 500 Vienna VA 22182 Mariann Yeager CEO 5713273637 2024-11-11 1 1 Jie Chen CPA P01049760 7038930300 2023 2024-10-15 13:58:12Z Mariann Yeager 8300 Boone BlvdSuite 500 Vienna VA 22182 4635397 0 X www.sequoiaproject.org X 2018 VA See Schedule O for detail. 18 18 30 0 0 0 0 89500 7167313 4130944 5214 19089 67820 395864 7240347 4635397 0 0 0 0 4735290 2244454 0 0 0 2175464 2375942 6910754 4620396 329593 15001 3329672 3390811 1248165 1294303 2081507 2096508 X See Schedule O for detail. 0 0 419137 1387991 Annual fees and dues, network and product testing and conferences - The Organization serves its members through the development, sharing and assistance with implementation of practical solutions to health data exchange challenges. 973155 1778760 US government grants - During 2023, the Organization was awarded a grant by the US Dept of Health and Human Services (HHS) to serve as the Recognized Coordinating Entity (RCE) and help develop the Trusted Exchange Framework and Common Agreement to support nationwide exchange of health information. 1070168 1359193 Managed Service Income - The Organization provides program and general management services to other non-profit organizations who share the mission of the Organization. 2462460 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Mariann Yeager 5713273637 8300 Boone Blvd 500 Vienna VA 22182 Michael Hodgkins Chair 1.00 X X 0 0 0 Brian Barrett Board Member 1.00 X 0 0 0 Lee Barrett Board Member 1.00 X 0 0 0 Nancy Beavin Board Member 1.00 X 0 0 0 Jennifer Blumenthal Board Member 1.00 X 0 0 0 Willarda Edwards Board Member 1.00 X 0 0 0 Matthew Eisenberg Board Member 1.00 X 0 0 0 Jamie Ferguson Board Member 1.00 X 0 0 0 Jen Horonjeff Board Member 1.00 X 0 0 0 David Horrocks Vice Chair 1.00 X X 0 0 0 John Kansky Secretary 1.00 X X 0 0 0 Rob Klootwyk Board Member 1.00 X 0 0 0 Shannah Koss Board Member 1.00 X 0 0 0 Melanie Marcus Board Member 1.00 X 0 0 0 Josh Mast Board Member 1.00 X 0 0 0 Michael Matthews Board Member 1.00 X 0 0 0 Paul Matthews Board Member 1.00 X 0 0 0 Amy Mosser Board Member 1.00 X 0 0 0 Mariann Yeager Chief Executive Officer 30.00 10.00 X 503547 0 53412 Debra Condrey Chief Operating Officer 10.00 30.00 X 307379 0 27121 Alan Smith Chief Financial Officer 12.50 27.50 X 282971 0 12512 Jay Nakashima Executive Director - Healtheway 0.00 40.00 X 362439 0 34973 Alan Swenson Executive Director, Carequality 0.00 40.00 X 286252 0 41805 Lindsey Elkind Chief Legal Counsel 40.00 X 275743 0 20210 Michael Yackanich Director, Program Integration 0.00 40.00 X 222461 0 36436 Biannca Davis VP, Informatics, Conformance &Interoperability 40.00 0.00 X 201933 0 10315 2442725 0 236784 22 0 1 0 Spire Communications 210 North View Terrrace Alexandria VA 22301 Marketing Consultation 542320 Troutman Pepper Hamilton 600 Peachtree Street Suite 3000 Atlanta GA 30308 Legal Services 482904 Lantana Consulting Group 3611 Route 5 East Thetford VT 05043 IT Consulting 395562 Synoptek LLC 412 E Parkcenter Blvd Suite 300 Boise ID 83706 Information systems and computer help de 155751 Alazro Consulting 7131 Maple Ave Takoma Park MD 20192 Program consulting services 152474 11 89500 89500 RCE income 900099 1778760 1778760 Managed Services Incom 900099 1359193 1359193 Membership Dues 900099 863686 863686 Conference Revenue 900099 92305 92305 Product Testing 900099 37000 37000 4130944 19089 19089 Advisory Services 900099 395000 395000 Miscellaneous income 900099 864 864 395864 4635397 4525944 0 19953 X 1186942 490200 696742 390258 161175 229083 141815 58569 83246 427617 176603 251014 97822 40400 57422 42805 17122 25683 22795 22795 1460727 1335875 124852 239905 239905 30841 9248 21593 314962 314962 6506 1952 4554 148992 104294 44698 60481 59723 758 21682 6505 15177 Bad debt expense 23600 23600 Business licenses/permi 2646 794 1852 4620396 2462460 2157936 0 1730936 1672439 407815 426755 375791 728995 27415 103967 80189 80189 0 0 787715 458655 3329672 3390811 647885 663830 477511 458524 122769 171949 1248165 1294303 X 2081507 2096508 2081507 2096508 3329672 3390811 15001 0 X 0 1 X 1 0 X 380400 89500 469900 4343645 4625669 5819666 7167313 4130944 26087237 4343645 4625669 6200066 7167313 4220444 26557137 73750 189750 270250 596500 1130250 784666 1092138 1793259 1733406 5403469 858416 1281888 2063509 2329906 6533719 20023418 4928 1237 201 5214 19089 30669 4928 1237 201 5214 19089 30669 17199 20001 1554 67820 395864 502438 4365772 4646907 6201821 7240347 4635397 27090244 0.73910 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51658 51658 0 28531 28531 0 0 Intercompany accounts receivable 286706 Deferred compensation assets 171949 458655 Deferred compensation liabilities 171949 171949 X Part X, Line 2: At December 31, 2023, no tax provision was made as the Organization had no unrelated business income. Management has evaluated the Organization's tax positions and concluded that there are no significant uncertain tax positions that qualify for either recognition or disclosure in the accompanying combined financial statements. X X X X X 0 0 0 0 0 0 0 0 0 Mariann Yeager Chief Executive Officer 423620 0 78637 0 1290 0 31200 0 22212 0 556959 0 0 0 Jay Nakashima Executive Director - Healtheway 310649 0 50500 0 1290 0 13200 0 21773 0 397412 0 0 0 Debra Condrey Chief Operating Officer 265105 0 40500 0 1774 0 12204 0 14917 0 334500 0 0 0 Alan Swenson Executive Director, Carequality 250528 0 35500 0 224 0 11421 0 30384 0 328057 0 0 0 Lindsey Elkind Chief Legal Counsel 275500 0 0 0 243 0 11000 0 9210 0 295953 0 0 0 Alan Smith Chief Financial Officer 260769 0 20500 0 1702 0 11231 0 1281 0 295483 0 0 0 Michael Yackanich Director, Program Integration 195956 0 25325 0 1180 0 8831 0 27605 0 258897 0 0 0 Biannca Davis VP, Informatics, Conformance &Intero 190669 0 10500 0 764 0 8027 0 2288 0 212248 0 0 0 Form 990, Part I Line 1 Sequoia seeks to lessen the burden on the United States federal government to advance the interoperability of different electronic health information technologies to support the safe and secure sharing of electronic health information for the benefit of all Americans. This is a top priority of the federal government and Sequoia works to support these efforts in the following ways: (1) serving as the Recognized Coordinating Entity to the Health and Human Services Office of the National Coordinator for Health Information Technology (ONC) to develop the Common Agreement for ONC's Trusted Exchange Framework and Common Agreement; (2) under separate Management and Support Services Agreements provide support to Healtheway, Inc. and Carequality, Inc. (501(c)(3) exempt organizations) in operating their own independent health information exchanges endeavors (3) serving as a convenor of the diverse stakeholders that are involved in the access, exchange and use of electronic health information to help develop consensus solutions to the complex challenges that serve as barriers to the seamless exchange of electronic health information among those who have the legal right to access the information and have a valid need for the information, and; (4) serve as a trusted nationwide authority for education on important topics related to electronic health information issues. Form 990, Part III Line 1 Sequoia seeks to lessen the burden on the United States federal government to advance the interoperability of different electronic health information technologies to support the safe and secure sharing of electronic health information for the benefit of all Americans. This is a top priority of the federal government and Sequoia works to support these efforts in the following ways: (1) serving as the Recognized Coordinating Entity to the Health and Human Services Office of the National Coordinator for Health Information Technology (ONC) to develop the Common Agreement for ONC's Trusted Exchange Framework and Common Agreement; (2) under separate Management and Support Services Agreements provide support to Healtheway, Inc. and Carequality, Inc. (501(c)(3) exempt organizations) in operating their own independent health information exchanges endeavors (3) serving as a convenor of the diverse stakeholders that are involved in the access, exchange and use of electronic health information to help develop consensus solutions to the complex challenges that serve as barriers to the seamless exchange of electronic health information among those who have the legal right to access the information and have a valid need for the information, and; (4) serve as a trusted nationwide authority for education on important topics related to electronic health information issues. Form 990, Part VI, Section B, line 11b The Form 990 will be reviewed by finance committee prior to filing. Form 990, Part VI, Section B, line 12c All directors, officers, and members with board-delegated powers have a duty to disclose any conflict of interest. Directors exercise due diligence when deciding whether to enter into the transaction or arrangement. Failure to report an actual or possible conflict of interest may result in disciplinary and corrective action. Form 990, Part VI, Section B, line 15 The company engaged an outside human resources consultant to do an independent salary benchmark survey for all company employee positions. Compensation falls within these parameters. Their review also included a detailed review and audit of all positions to confirm exempt and non-exempt status. Form 990, Part VI, Section C, line 19 The Organization's governing documents and conflict of interest policy are available to the public; however, the financial statements are not available to the public. Form 990, Part IX, line 11g HR consulting: Program service expenses 0. Management and general expenses 85,240. Fundraising expenses 0. Total expenses 85,240. Government relations: Program service expenses 73,029. Management and general expenses 0. Fundraising expenses 0. Total expenses 73,029. Outreach & education services: Program service expenses 106,944. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,944. Other consultants: Program service expenses 92,428. Management and general expenses 39,612. Fundraising expenses 0. Total expenses 132,040. Testing services and tools: Program service expenses 90,319. Management and general expenses 0. Fundraising expenses 0. Total expenses 90,319. RCE subcontractor expenses: Program service expenses 973,155. Management and general expenses 0. Fundraising expenses 0. Total expenses 973,155. Healtheway Inc 8300 Boone Blvd Suite 500 Vienna VA 22182 460739833 Health information network VA 501(c)(3) Line 10 0 Carequality Inc 8300 Boone Blvd Suite 500 Vienna VA 22182 831968538 Health information interoperability framework VA 501(c)(3) Line 10 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 Healtheway Inc O 2252960 FMV Healtheway Inc L 929538 FMV Healtheway Inc Q 3182498 FMV Carequality Inc O 1287423 FMV Carequality Inc L 429655 FMV Carequality Inc Q 1717078 FMV