SEQUOIA PROJECT: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SEQUOIA PROJECT (EIN 83-1938925)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-01
IRS object ID
202133059349300933
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-01T11:37:34-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582676261PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rogers & Company PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Boulevard Suite 600AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831938925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Sequoia Project IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEQUBusinessNameControlTxt
Phone5713273637PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Blvd No 500AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMariann YeagerPersonNm
Person TitleCEOPersonTitleTxt
Phone5713273637PhoneNum
Signature2021-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMariannPersonFirstNm
Person LastYeagerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJie Chen CPAPreparerPersonNm
PTINP01049760PTIN
Phone7038930300PhoneNum
Preparation2021-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMariann YeagerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18300 Boone BlvdSuite 500AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,646,907GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.sequoiaproject.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionSee Schedule O for detail.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee21TotalEmployeeCnt
Total Volunteers93TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$4,343,645PYProgramServiceRevenueAmt
CY Program Service Revenue$4,625,669CYProgramServiceRevenueAmt
PY Investment Income$4,928PYInvestmentIncomeAmt
CY Investment Income$1,237CYInvestmentIncomeAmt
PY Other Revenue$17,199PYOtherRevenueAmt
CY Other Revenue$20,001CYOtherRevenueAmt
PY Total Revenue$4,365,772PYTotalRevenueAmt
CY Total Revenue$4,646,907CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,020,882PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,670,239CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,607,423PYOtherExpensesAmt
CY Other Expenses$1,092,840CYOtherExpensesAmt
PY Total Expenses$4,628,305PYTotalExpensesAmt
CY Total Expenses$4,763,079CYTotalExpensesAmt
PY Revenues Less Expenses-$262,533PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$116,172CYRevenuesLessExpensesAmt
Total Assets BOY$1,980,482TotalAssetsBOYAmt
Total Assets EOY$2,387,953TotalAssetsEOYAmt
Total Liabilities BOY$684,376TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,208,019TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,296,106NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,179,934NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule O for detail.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$442,894ExpenseAmt
Revenue$764,156RevenueAmt
DescAnnual 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$851,134ExpenseAmt
Revenue$851,134RevenueAmt
DescUS government grants - During 2020, 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,010,379ExpenseAmt
Revenue$3,010,379RevenueAmt
DescManaged Service Income - The Organization provides program and general management services to other non-profit organizations who share the mission of the Organization.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,304,407TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee21EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mariann YeagerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5713273637PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Blvd No 500AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Michael Matthews
Immediate Past Chair2.00Yes (X)Yes (X)$0$0$0
Matthew Eisenberg
Board Vice Chair2.00Yes (X)Yes (X)$0$0$01.00
David Horrocks
Treasurer2.00Yes (X)Yes (X)$0$0$0
Brien Ahier
Director1.00Yes (X)$0$0$0
David Borden
Director1.00Yes (X)$0$0$0
Hans Buitendijk
Director1.00Yes (X)$0$0$01.00
Jamie Ferguson
Director1.00Yes (X)$0$0$0
John Kansky
Secretary1.00Yes (X)Yes (X)$0$0$01.00
Michael Hodgkins
Director1.00Yes (X)$0$0$01.00
Micky Tripathi
Director1.00Yes (X)$0$0$0
Nancy Beavin
Director1.00Yes (X)$0$0$0
Paul Matthews
Director1.00Yes (X)$0$0$0
Paul Uhrig
Director1.00Yes (X)$0$0$0
Peter DeVault
Director1.00Yes (X)$0$0$0
Ryan Stewart
Director1.00Yes (X)$0$0$0
Steven Lane
Chair1.00Yes (X)Yes (X)$0$0$01.00
Shannah Koss
Director1.00Yes (X)$0$0$0
Rob Kootwyk
Director1.00Yes (X)$0$0$0
Lee Barrett
Director1.00Yes (X)$0$0$0
Rita Bowen
Director1.00Yes (X)$0$0$0
Aaron Miri
Director1.00Yes (X)$0$0$0
Mariann Yeager
CEO26.00Yes (X)$464,914$0$45,61424.00
David Cassel
Executive Director, Carequ1.00$268,996$0$10,75840.00Yes (X)
Jay Nakashima
Executive Director, eHealt1.00$257,529$0$20,22540.00Yes (X)
Eric Heflin
Solutions Architect10.00$237,147$0$43,79730.00Yes (X)
Bianca Davis
VP Informatics10.00$184,359$0$7,37230.00Yes (X)
Debbie Condrey
Chief Information Officer40.00$233,744$0$9,345Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,646,689TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$137,111TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCd
Gravely Group
109 Branchview CircleRichmondVA23229Legal$745,675
Digital Health Policy Advisors
443 Greenfield StOak ParkIL60302Consulting$151,894
Spire Communications
210 North View TerraceAlexandriaVA22301Marketing consultation$150,725
IHE Europe
IT development$127,732reyerslaan 80BrusselsBE
RTI International
PO Box 9000002RaleighNC27675Consulting$108,779
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Managed Services Incom900099$3,010,379$3,010,379
RCE income900099$851,134$851,134
Membership Dues900099$562,162$562,162
Conference Revenue900099$120,000$120,000
Product Testing900099$81,994$81,994
FieldValueIRS element (for citing)
Total Program Service Revenue$4,625,669TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,237TotalRevenueColumnAmt
Exclusion$1,237ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescDepositDesc
Business900099BusinessCd
Total Revenue Column$20,001TotalRevenueColumnAmt
Exclusion$20,001ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,001OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,646,907TotalRevenueColumnAmt
Related Or Exempt Func Income$4,625,669RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21,238ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$510,528TotalAmt
Program Services$384,828ProgramServicesAmt
Management And General$125,700ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,659,249TotalAmt
Program Services$2,527,001ProgramServicesAmt
Management And General$132,248ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$87,585TotalAmt
Program Services$82,572ProgramServicesAmt
Management And General$5,013ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$235,335TotalAmt
Program Services$196,625ProgramServicesAmt
Management And General$38,710ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$177,542TotalAmt
Program Services$166,775ProgramServicesAmt
Management And General$10,767ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$110,207TotalAmt
Program Services$110,207ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,278TotalAmt
Management And General$17,278ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$673,572TotalAmt
Program Services$662,290ProgramServicesAmt
Management And General$11,282ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$63,331TotalAmt
Management And General$63,331ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,832TotalAmt
Management And General$9,832ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$22,115TotalAmt
Management And General$22,115ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,927TotalAmt
Management And General$1,927ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,263TotalAmt
Program Services$2,263ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$171,846TotalAmt
Program Services$171,846ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,081TotalAmt
Management And General$10,081ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,343TotalAmt
Management And General$2,343ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Bad debt expense$8,000$8,000
State registration$45$45

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,763,079TotalAmt
Program Services$4,304,407ProgramServicesAmt
Management And General$458,672ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$693,053BOYAmt
EOY$956,313EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$401,614BOYAmt
EOY$402,700EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,241BOYAmt
EOY$96,553EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,276BOYAmt
EOY$72,715EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$80,189LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$79,811LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,459BOYAmt
EOY$378EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$803,839BOYAmt
EOY$859,294EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,980,482BOYAmt
EOY$2,387,953EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$330,217BOYAmt
EOY$448,683EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$273,097BOYAmt
EOY$302,748EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$350,400EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$81,062BOYAmt
EOY$106,188EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$684,376BOYAmt
EOY$1,208,019EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,296,106BOYAmt
EOY$1,179,934EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,296,106BOYAmt
EOY$1,179,934EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,980,482BOYAmt
EOY$2,387,953EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$116,172ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4,343,645CurrentTaxYearMinus1YearAmt
Current Tax Year$4,625,669CurrentTaxYearAmt
Total$8,969,314TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4,343,645CurrentTaxYearMinus1YearAmt
Current Tax Year$4,625,669CurrentTaxYearAmt
Total$8,969,314TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year$73,750CurrentTaxYearAmt
Total$73,750TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year$784,666CurrentTaxYearAmt
Total$784,666TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year$858,416CurrentTaxYearAmt
Total$858,416TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$8,110,898PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4,928CurrentTaxYearMinus1YearAmt
Current Tax Year$1,237CurrentTaxYearAmt
Total$6,165TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4,928CurrentTaxYearMinus1YearAmt
Current Tax Year$1,237CurrentTaxYearAmt
Total$6,165TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$17,199CurrentTaxYearMinus1YearAmt
Current Tax Year$20,001CurrentTaxYearAmt
Total$37,200TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4,365,772CurrentTaxYearMinus1YearAmt
Current Tax Year$4,646,907CurrentTaxYearAmt
Total$9,012,679TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,658OtherCostOrOtherBasisAmt
Depreciation$51,280DepreciationAmt
Book Value$378BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,531OtherCostOrOtherBasisAmt
Depreciation$28,531DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$378TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Intercompany accounts receivable$753,106
Deferred compensation assets$106,188
FieldValueIRS element (for citing)
Total Book Value Other Assets$859,294TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDeferred compensation liabilitiesDesc
Amt$106,188Amt
FieldValueIRS element (for citing)
Total Liability$106,188TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAt December 31, 2020, 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Mariann Yeager
CEO$393,372$0$66,394$0$5,148$0$29,400$0$16,214$0$510,528$0$0$0
Eric Heflin
Solutions Architect$227,394$0$250$0$9,503$0$9,481$0$34,316$0$280,944$0$0$0
David Cassel
Executive Director, Carequ$229,126$0$37,250$0$2,620$0$10,758$0$0$0$279,754$0$0$0
Jay Nakashima
Executive Director, eHealt$232,210$0$25,250$0$69$0$10,298$0$9,927$0$277,754$0$0$0
Debbie Condrey
Chief Information Officer$218,365$0$15,250$0$129$0$9,345$0$0$0$243,089$0$0$0
Bianca Davis
VP Informatics$174,740$0$8,250$0$1,369$0$7,372$0$0$0$191,731$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I Line 1Sequoia 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 1Sequoia 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 11bThe Form 990 will be reviewed by finance committee prior to filing.
Form 990, Part VI, Section B, line 12cAll 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 15The 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 19The 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 11gPayroll processing fees: Program service expenses 0. Management and general expenses 5,578. Fundraising expenses 0. Total expenses 5,578. HR consulting: Program service expenses 0. Management and general expenses 5,704. Fundraising expenses 0. Total expenses 5,704. Government relations: Program service expenses 21,141. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,141. Other consultants: Program service expenses 641,149. Management and general expenses 0. Fundraising expenses 0. Total expenses 641,149.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
Healtheway Inc
8300 Boone Blvd Suite 500ViennaVA22182460739833Health information networkVA501(c)(3)Line 100
Carequality Inc
8300 Boone Blvd Suite 500ViennaVA22182831968538Health information interoperability frameworkVA501(c)(3)Line 100
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Healtheway Inc
O$2,208,071FMV
Healtheway Inc
L$7,750FMV
Healtheway Inc
Q$2,328,237FMV
Carequality Inc
O$802,308FMV
Carequality Inc
Q$651,812FMV

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