2021-11-01T11:37:34-05:00 2020-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-01-01 831938925 The Sequoia Project Inc SEQU 5713273637 8300 Boone Blvd No 500 Vienna VA 22182 Mariann Yeager CEO 5713273637 2021-11-01 1 Mariann Yeager 999009999 Jie Chen CPA P01049760 7038930300 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Mariann Yeager 8300 Boone BlvdSuite 500 Vienna VA 22182 4646907 0 X www.sequoiaproject.org X 2018 VA See Schedule O for detail. 14 14 21 93 0 0 0 0 4343645 4625669 4928 1237 17199 20001 4365772 4646907 0 0 0 0 3020882 3670239 0 0 0 1607423 1092840 4628305 4763079 -262533 -116172 1980482 2387953 684376 1208019 1296106 1179934 X See Schedule O for detail. 0 0 442894 764156 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. 851134 851134 US 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. 3010379 3010379 Managed Service Income - The Organization provides program and general management services to other non-profit organizations who share the mission of the Organization. 4304407 1 0 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 11 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 No 500 Vienna VA 22182 Michael Matthews Immediate Past Chair 2.00 X X 0 0 0 Matthew Eisenberg Board Vice Chair 2.00 1.00 X X 0 0 0 David Horrocks Treasurer 2.00 X X 0 0 0 Brien Ahier Director 1.00 X 0 0 0 David Borden Director 1.00 X 0 0 0 Hans Buitendijk Director 1.00 1.00 X 0 0 0 Jamie Ferguson Director 1.00 X 0 0 0 John Kansky Secretary 1.00 1.00 X X 0 0 0 Michael Hodgkins Director 1.00 1.00 X 0 0 0 Micky Tripathi Director 1.00 X 0 0 0 Nancy Beavin Director 1.00 X 0 0 0 Paul Matthews Director 1.00 X 0 0 0 Paul Uhrig Director 1.00 X 0 0 0 Peter DeVault Director 1.00 X 0 0 0 Ryan Stewart Director 1.00 X 0 0 0 Steven Lane Chair 1.00 1.00 X X 0 0 0 Shannah Koss Director 1.00 X 0 0 0 Rob Kootwyk Director 1.00 X 0 0 0 Lee Barrett Director 1.00 X 0 0 0 Rita Bowen Director 1.00 X 0 0 0 Aaron Miri Director 1.00 X 0 0 0 Mariann Yeager CEO 26.00 24.00 X 464914 0 45614 David Cassel Executive Director, Carequ 1.00 40.00 X 268996 0 10758 Jay Nakashima Executive Director, eHealt 1.00 40.00 X 257529 0 20225 Eric Heflin Solutions Architect 10.00 30.00 X 237147 0 43797 Bianca Davis VP Informatics 10.00 30.00 X 184359 0 7372 Debbie Condrey Chief Information Officer 40.00 X 233744 0 9345 1646689 0 137111 13 0 1 0 Gravely Group 109 Branchview Circle Richmond VA 23229 Legal 745675 Digital Health Policy Advisors 443 Greenfield St Oak Park IL 60302 Consulting 151894 Spire Communications 210 North View Terrace Alexandria VA 22301 Marketing consultation 150725 IHE Europe reyerslaan 80 Brussels BE IT development 127732 RTI International PO Box 9000002 Raleigh NC 27675 Consulting 108779 7 Managed Services Incom 900099 3010379 3010379 RCE income 900099 851134 851134 Membership Dues 900099 562162 562162 Conference Revenue 900099 120000 120000 Product Testing 900099 81994 81994 4625669 1237 1237 Deposit 900099 20001 20001 20001 4646907 4625669 0 21238 X 510528 384828 125700 2659249 2527001 132248 87585 82572 5013 235335 196625 38710 177542 166775 10767 110207 110207 17278 17278 673572 662290 11282 63331 63331 9832 9832 22115 22115 1927 1927 2263 2263 171846 171846 10081 10081 2343 2343 Bad debt expense 8000 8000 State registration 45 45 4763079 4304407 458672 0 693053 956313 401614 402700 51241 96553 20276 72715 80189 79811 10459 378 803839 859294 1980482 2387953 330217 448683 273097 302748 350400 81062 106188 684376 1208019 X 1296106 1179934 1296106 1179934 1980482 2387953 -116172 0 X 0 1 X 1 0 X 4343645 4625669 8969314 4343645 4625669 8969314 73750 73750 784666 784666 858416 858416 8110898 4928 1237 6165 4928 1237 6165 17199 20001 37200 4365772 4646907 9012679 X 51658 51280 378 28531 28531 0 378 Intercompany accounts receivable 753106 Deferred compensation assets 106188 859294 Deferred compensation liabilities 106188 106188 X Part X, Line 2: At 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. X X X X X 0 0 0 0 0 0 0 0 0 Mariann Yeager CEO 393372 0 66394 0 5148 0 29400 0 16214 0 510528 0 0 0 Eric Heflin Solutions Architect 227394 0 250 0 9503 0 9481 0 34316 0 280944 0 0 0 David Cassel Executive Director, Carequ 229126 0 37250 0 2620 0 10758 0 0 0 279754 0 0 0 Jay Nakashima Executive Director, eHealt 232210 0 25250 0 69 0 10298 0 9927 0 277754 0 0 0 Debbie Condrey Chief Information Officer 218365 0 15250 0 129 0 9345 0 0 0 243089 0 0 0 Bianca Davis VP Informatics 174740 0 8250 0 1369 0 7372 0 0 0 191731 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 Payroll 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. 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 2208071 FMV Healtheway Inc L 7750 FMV Healtheway Inc Q 2328237 FMV Carequality Inc O 802308 FMV Carequality Inc Q 651812 FMV