2026-08-24T13:31:32-05:00 2025-12-31 061667465 PRAGER METIS CPAS LLC 510 HAIGHT AVENUE POUGHKEEPSIE NY 12603 990 2025-01-01 460537086 DIRECTTRUSTORG INC DIRE 7067815518 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 SCOTT STUEWE PRESIDENT, CEO 7067815518 2026-08-24 1 KRISTINA STROUD P01013088 8454737774 2026-08-24 2025 2025-03-06 01:10:19Z SCOTT STUEWE 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 4239162 0 X HTTP://WWW.DIRECTTRUST.ORG/ X 2012 DE SEE SCHEDULE O. 25 25 9 20 0 0 754739 796695 3656177 3383084 18237 14388 23495 44995 4452648 4239162 0 0 0 0 1705572 1467160 0 0 0 2949095 2880764 4654667 4347924 -202019 -108762 3126902 3117097 2007107 2117554 1119795 999543 X SEE SCHEDULE O 0 0 4347924 3442467 CONTINUED GROWTH IN NETWORK END-USERS OF DIRECT EXCHANGE INCLUDING HOSPITALS, MEDICAL PRACTICES AND OTHER HEALTH CARE PROFESSIONAL ORGANIZATIONS. 4347924 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 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 0 1 31 0 1 9 1 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X SCOTT STUEWE 9132220630 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 SCOTT STUEWE PRESIDENT CEO 40.00 X X 309240 0 0 SHAUN NEWTON DIRECTOR 3.00 X 0 0 0 ANDREW COOKSON DIRECTOR 3.00 X 0 0 0 JESSICA VARNELL DIRECTOR 3.00 X 0 0 0 STEPHANIE ZAREMBA DIRECTOR 3.00 X 0 0 0 BRANDON NEISWENDER DIRECTOR 3.00 X 0 0 0 RYAN HOWELLS DIRECTOR 3.00 X 0 0 0 JUDY MOLENAAR DIRECTOR 3.00 X 0 0 0 JACOB REIDER DIRECTOR 3.00 X 0 0 0 VINCE ALBANESE DIRECTOR 3.00 X 0 0 0 CHRISTOPHER MACK DIRECTOR 3.00 X 0 0 0 BRIAN HANDSPICKER DIRECTOR 3.00 X 0 0 0 KATHERINE LUSK DIRECTOR 3.00 X 0 0 0 MUHAMMAD CHEBLI DIRECTOR 3.00 X 0 0 0 MONICA KEENETH DIRECTOR 3.00 X 0 0 0 JENNIFER RAYMOND DIRECTOR 3.00 X 0 0 0 MICHAEL GREEN DIRECTOR 3.00 X 0 0 0 RYAN SMITH DIRECTOR 3.00 X 0 0 0 LUIGI LEBLANC DIRECTOR 3.00 X 0 0 0 TIMOTHY PLETCHER DIRECTOR 3.00 X 0 0 0 LORRAINE TUNIS DOO DIRECTOR 3.00 X 0 0 0 BILL REID DIRECTOR 3.00 X 0 0 0 GENEVIEVE MORRIS DIRECTOR 3.00 X 0 0 0 PAMELA GROSZE DIRECTOR 3.00 X 0 0 0 JOCELYN KEEGAN DIRECTOR 3.00 X 0 0 0 BRIAN SCHATZ DIRECTOR 3.00 X 0 0 0 SUSAN M FLYNN EMPLOYEE 40.00 X 128585 0 0 KELLY GWYNN CHIEF OPERATING OFFICER 40.00 X 180000 0 0 KATHRYN WICKENHAUSER CHIEF STRATEGY OFFICER 40.00 X 180000 0 0 STACY CLEMENTS EMPLOYEE 40.00 X 105833 0 0 903658 0 0 5 0 1 0 MOSERHAUS CONSULTING LLC 10026 - A S MINGO ROAD 107 TULSA OK 74133 ASSESSOR 394585 THE CLAYTON GROUP 53 BETHEL ROAD GLEN MILLS PA 19342 ASSESSOR 372122 FREE BY BIRTH 1405 BULLARD MANOR POWDER SPRINGS GA 30127 ASSESSOR 207090 ANDERSON INTERACTIVE 104 PRINCESS CT KILL DEVIL HILLS NC 27948 MARKETING 166000 MARK MCLAUGHLIN CONSULTING 3514 E TOPEKA DR PHOENIX AZ 85050 ASSESSOR 133133 5 562925 233770 796695 ACCREDITATION PROGRAM 541900 1641714 1641714 NETWORK SERVICE PROGRA 541900 884041 884041 HITRUST PROGRAM 541990 857329 857329 3383084 14388 14388 CONSULTING INCOME 561499 44995 44995 44995 4239162 3442467 0 0 X 1257100 1257100 118985 118985 91075 91075 131825 131825 46423 46423 1576396 1576396 234899 234899 40848 40848 332673 332673 36282 36282 258867 258867 160182 160182 21026 21026 DUES AND SUBSCRIPTIONS 28371 28371 MEALS 5512 5512 BANK CHARGES 4154 4154 EHNAC REVENUE SHARE PAY 2480 2480 826 826 4347924 4347924 0 0 17938 234043 55291 71531 738958 821867 499888 460232 1544072 1365351 270755 164073 3126902 3117097 306581 180984 1700526 1936570 2007107 2117554 X 0 0 0 0 1119795 999543 1119795 999543 3126902 3117097 X -108762 47283 -58773 X 0 0 0 0 VANGUARD SECURITIES 460232 F 460232 ACCRUED REVENUE 20755 PREPAID EXPENSES 143318 164073 X X 0 0 0 SCOTT STUEWE PRESIDENT CEO 309240 0 0 0 0 0 0 0 0 0 309240 0 0 0 KELLY GWYNN CHIEF OPERATING OFFICER 180000 0 0 0 0 0 0 0 0 0 180000 0 0 0 KATHRYN WICKENHAUSER CHIEF STRATEGY OFFICER 180000 0 0 0 0 0 0 0 0 0 180000 0 0 0 02. MEMBER ELECTION FOR ADDITIONAL MEMBERS (PART VI, LINE 7A) THE ORGANIZATION'S BYLAWS STIPULATE THAT NEW BOARD MEMBERS MUST BE NOMINATED BY THE NOMINATING COMMMITTEE. THE MEMBERS OF THE ORGANIZATION THEN VOTE ON THE NEW MEMBERS AT THE ANNUAL MEETING. IN BETWEEN ANNUAL MEETINGS, THE BOARD MAY APPOINT NEW MEMBERS IF THERE IS A VACANCY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS COMPOSED OF MEMBERS WHO PAY ANNUAL MEMBERSHIP FEES TO BELONG TO THE ORGANIZATION. MEMBERSHIP BENEFITS INCLUDE: OPPORTUNITIES TO INFLUENCE AND SHAPE THE DIRECTTRUST TRUST FRAMEWORK; ACCESS TO DIRECTTRUST DELIVERABLES AND INTELLECTUAL PROPERTY, AS WELL AS PARTICIPATION IN WORKGROUPS; INSIGHT INTO THE WORK BEING DONE BY YOUR COLLEAGUES IN THE COMMUNITY; DISCOUNTED ACCESS TO DIRECTTRUST PRODUCTS; AND UP TO DATE INFORMATION ABOUT THE CONTINUALLY EVOLVING REGULATORY ENVIRONMENT. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS STIPULATE THAT NEW BOARD MEMBERS MUST BE NOMINATED BY THE NOMINATING COMMMITTEE. THE MEMBERS OF THE ORGANIZATION THEN VOTE ON THE NEW MEMBERS AT THE ANNUAL MEETING. IN BETWEEN ANNUAL MEETINGS, THE BOARD MAY APPOINT NEW MEMBERS IF THERE IS A VACANCY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONDUCTS A GENERAL EDUCATION SESSION REGARDING THE CONFLICT OF INTEREST POLICY WITH NEW BOARD MEMBERS ONCE A YEAR. EACH YEAR EACH BOARD MEMBER MUST SIGN A CONFLICT OF INTEREST FORM, AND ALSO NOTIFY THE BOARD IF THERE ARE ANY CHANGES IN STATUS THAT MIGHT CREATE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIRMAN AND THE OTHER OFFICERS OF THE ORGANIZATION, FORMING AN EXECUTIVE COMMITTEE, DETERMINE THE COMPENSATION TO PAY THE PRESIDENT AND CEO TO MANAGE THE ORGANIZATION. THEY PRESENT THEIR RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS WHO DISCUSS THEIR RECOMMENDATIONS AND MAKE THE FINAL DECISION AS TO EXECUTIVE MANAGEMENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FORM 990 AND OTHER POLICIES ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 11,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,010. CONSULTING EXPENSES: PROGRAM SERVICE EXPENSES 462,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 462,640. SURVEYOR & REVIEWER EXPENSES: PROGRAM SERVICE EXPENSES 1,026,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,026,900. HITRUST COSTS: PROGRAM SERVICE EXPENSES 42,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,535. HITRUST ASSESSORS AND CONSULTING: PROGRAM SERVICE EXPENSES 33,311. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,311. FORM 990, PART XI, LINE 9: BOOK TO TAX AMORTIZATION DIFFERENCE -58,773.