Totals
- Total revenue
- $7,240,347
- Total expenses
- $6,910,754
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $7,167,313
- Investment income
- $5,214
- Other revenue
- $67,820
- Total assets, end of year
- $3,329,672
- Total liabilities, end of year
- $1,248,165
- Net assets or fund balances, end of year
- $2,081,507
- Program services expenses (Part IX)
- $4,813,826
- Management and general expenses
- $2,096,928
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,813,826
Program services were 69.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: Managed Services Incom
total $4,453,224 · related or exempt $4,453,224
-
2b · Program service revenue: RCE income
total $1,865,663 · related or exempt $1,865,663
-
2c · Program service revenue: Membership Dues
total $763,626 · related or exempt $763,626
-
2d · Program service revenue: Product Testing
total $45,000 · related or exempt $45,000
-
2e · Program service revenue: Conference Revenue
total $39,800 · related or exempt $39,800
-
3 · Investment income
total $5,214 · excluded $5,214
-
11a · Other revenue: Miscellaneous income
total $67,820 · excluded $67,820
-
11e · Other revenue, total
$67,820
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,779,196 · program services $1,309,114 · management and general $470,082
-
7 · Other salaries and wages
total $2,317,700 · program services $1,723,710 · management and general $593,990
-
8 · Pension plan contributions
total $83,466 · program services $50,273 · management and general $33,193
-
9 · Other employee benefits
total $305,640 · program services $188,192 · management and general $117,448
-
10 · Payroll taxes
total $249,288 · program services $185,126 · management and general $64,162
-
11b · Fees: legal
total $71,955 · program services $28,782 · management and general $43,173
-
11c · Fees: accounting
total $24,508 · management and general $24,508
-
11g · Fees: other
total $1,327,298 · program services $1,211,834 · management and general $115,464
-
12 · Advertising and promotion
total $262,287 · management and general $262,287
-
13 · Office expenses
total $28,246 · program services $8,473 · management and general $19,773
-
14 · Information technology
total $281,756 · management and general $281,756
-
16 · Occupancy
total $5,688 · program services $1,706 · management and general $3,982
-
17 · Travel
total $50,237 · program services $35,166 · management and general $15,071
-
19 · Conferences, conventions and meetings
total $79,428 · program services $59,325 · management and general $20,103
-
23 · Insurance
total $39,386 · program services $11,816 · management and general $27,570
-
24a · Other expenses: Bad debt expense
total $3,645 · management and general $3,645
-
24b · Other expenses: Business licenses/permi
total $1,030 · program services $309 · management and general $721
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,544,995 · end of year $1,730,936
-
2 · Savings and temporary cash investments
beginning of year $402,752 · end of year $407,815
-
4 · Accounts receivable
beginning of year $221,120 · end of year $375,791
-
9 · Prepaid expenses and deferred charges
beginning of year $32,909 · end of year $27,415
-
10a · Land, buildings and equipment: cost or other basis
$80,189
-
10b · Land, buildings and equipment: accumulated depreciation
$80,189
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $780,326 · end of year $787,715
-
17 · Accounts payable and accrued expenses
beginning of year $673,370 · end of year $647,885
-
19 · Deferred revenue
beginning of year $416,486 · end of year $477,511
-
25 · Other liabilities
beginning of year $140,332 · end of year $122,769
-
27 · Net assets without donor restrictions
beginning of year $1,751,914 · end of year $2,081,507
Mission and programs · 2022
Mission
See Schedule O for detail.
-
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.
Expenses $312,318 · Revenue $848,426
-
US government grants - During 2022, 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.
Expenses $1,865,663 · Revenue $1,865,663
-
Managed Service Income - The Organization provides program and general management services to other non-profit organizations who share the mission of the Organization.
Expenses $2,635,845 · Revenue $4,453,224
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael Hodgkins
Chair
- Total calculated
- $0
- Hours/week
- 1
-
David Horrocks
Board Member, Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Brian Barrett
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Lee Barrett
Board Member, Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Beavin
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Rita Bowen
Board Member, Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Willarda Edwards
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jamie Ferguson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jenn Horonjeff
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
John Kansky
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Rob Klootwyk
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Shannah Koss
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Melanie Marcus
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Josh Mast
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Michael Matthews
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Paul Matthews
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Wylecia Harris
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mariann Yeager
Chief Executive Officer
- Total calculated
- $536,596
- From this org
- $483,695
- From related orgs
- $0
- Other
- $52,901
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $403,738
- Bonus
- $78,637
- Other
- $1,320
- Deferred
- $30,200
- Nontaxable benefits
- $22,701
- Filer's total
- $536,596
-
Debra Condrey
Chief Operating Officer
- Total calculated
- $278,922
- From this org
- $266,417
- From related orgs
- $0
- Other
- $12,505
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $245,247
- Bonus
- $20,500
- Other
- $670
- Deferred
- $10,615
- Nontaxable benefits
- $1,890
- Filer's total
- $278,922
-
Alan Smith
Chief Financial Officer
- Total calculated
- $287,685
- From this org
- $275,412
- From related orgs
- $0
- Other
- $12,273
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $248,829
- Bonus
- $25,500
- Other
- $1,083
- Deferred
- $11,016
- Nontaxable benefits
- $1,257
- Filer's total
- $287,685
-
Jay Nakashima
Executive Director, Healtheway, Inc.
- Total calculated
- $390,682
- From this org
- $365,940
- From related orgs
- $0
- Other
- $24,742
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $314,120
- Bonus
- $50,500
- Other
- $1,320
- Deferred
- $12,200
- Nontaxable benefits
- $12,542
- Filer's total
- $390,682
-
Alan Swenson
Executive Director, Carequality
- Total calculated
- $285,311
- From this org
- $250,822
- From related orgs
- $0
- Other
- $34,489
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $220,125
- Bonus
- $30,500
- Other
- $197
- Deferred
- $10,033
- Nontaxable benefits
- $24,456
- Filer's total
- $285,311
-
Kathryn Bingman
VP Interoperability
- Total calculated
- $190,895
- From this org
- $169,638
- From related orgs
- $0
- Other
- $21,257
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $168,481
- Bonus
- $0
- Other
- $1,157
- Deferred
- $6,786
- Nontaxable benefits
- $14,471
- Filer's total
- $190,895
-
Biannca Davis
VP Informatics
- Total calculated
- $196,057
- From this org
- $186,374
- From related orgs
- $0
- Other
- $9,683
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,204
- Bonus
- $10,500
- Other
- $670
- Deferred
- $7,429
- Nontaxable benefits
- $2,254
- Filer's total
- $196,057
-
Michael Yackanich
Director, Program Integration, Healtheway, Inc.
- Total calculated
- $241,707
- From this org
- $207,955
- From related orgs
- $0
- Other
- $33,752
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $181,681
- Bonus
- $25,529
- Other
- $745
- Deferred
- $8,583
- Nontaxable benefits
- $25,169
- Filer's total
- $241,707
-
Dawn Van Dyke
VP Marketing
- Total calculated
- $202,140
- From this org
- $181,515
- From related orgs
- $0
- Other
- $20,625
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $165,853
- Bonus
- $15,500
- Other
- $162
- Deferred
- $7,391
- Nontaxable benefits
- $13,234
- Filer's total
- $202,140
-
Michael McCune
Solutions Engineer, Healtheway, Inc.
- Total calculated
- $189,495
- From this org
- $180,771
- From related orgs
- $0
- Other
- $8,724
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $162,573
- Bonus
- $17,854
- Other
- $344
- Deferred
- $7,217
- Nontaxable benefits
- $1,507
- Filer's total
- $189,495
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Health information network · VA
-
501(c)(3) · Health information interoperability framework · VA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312999349302121
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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