2025-11-13T12:40:56-06:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 831938925 The Sequoia Project Inc SEQU 5713273637 8300 Boone Blvd 500 Vienna VA 22182 Mariann Yeager CEO 5713273637 2025-11-13 1 1 Jie Chen CPA P01049760 7038930300 2024 2025-03-06 01:10:19Z Mariann Yeager 8300 Boone BlvdSuite 500 Vienna VA 22182 6776108 0 X www.sequoiaproject.org X 2018 VA See Schedule O for detail. 17 17 32 0 0 0 89500 117500 4130944 6458945 19089 39268 395864 160395 4635397 6776108 0 0 0 0 2244454 3940457 0 0 0 2375942 2755901 4620396 6696358 15001 79750 3390811 3400592 1294303 1224334 2096508 2176258 X See Schedule O for detail. 0 0 1113588 1534706 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. 1287221 2576813 US government contracts - During 2024, the Organization was awarded a contract 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. 1976099 2507821 Managed Service Income - The Organization provides program and general management services to other non-profit organizations who share the mission of the Organization. 4376908 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 1 0 0 0 0 0 1 0 0 0 1 19 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 David Horrocks 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 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 Michael Hodgkins Board Member 1.00 X 0 0 0 Chris Walker Board Member 1.00 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 Vice Chair 1.00 X X 0 0 0 Paul Matthews Board Member 1.00 X 0 0 0 Anna Mcollister Board Member 1.00 X 0 0 0 Mariann Yeager CEO 30.00 10.00 X 513199 0 74223 Debra Condrey COO, Chief Information Officer 20.00 20.00 X 306402 0 53486 Alan Smith CFO 20.00 20.00 X 293689 0 15552 Jay Nakashima Executive Director - Healtheway, Inc. 0.00 40.00 X 392321 0 36096 Alan Swenson Executive Director - Carequality 0.00 40.00 X 299663 0 48153 Lindsey Elkind Chief Legal Counsel 40.00 0.00 X 268759 0 20842 Michael Yackancih Director, Program Integration 0.00 40.00 X 228545 0 48269 Blanca Davis VP, Informatics, Conformance &Interoperability 40.00 0.00 X 211438 0 30102 2514016 0 326723 25 0 1 0 Troutman Pepper Hamilton 600 Peachtree Street Suite 3000 Atlanta GA 30308 Legal Services 644992 Spire Communications 210 North View Terrrace Alexandria VA 22301 Marketing Consultation 572423 Lantana Consulting Group 3611 Route 5 East Thetford VT 05043 IT Consulting 434950 DirectTrust 1629 K Street NW Suite 300 Washington DC 20006 IT Services and Digital Certificates 307695 Alazro Consulting 7131 Maple Ave Takoma Park MD 20192 Program consulting services 285331 14 117500 117500 RCE income 900099 2576813 2576813 Managed Services Incom 900099 2507821 2507821 Membership Dues 900099 910342 910342 Product Testing 900099 383800 383800 Conference Revenue 900099 80169 80169 6458945 39268 39268 Advisory Services 900099 160395 160395 160395 6776108 6619340 0 39268 X 1256551 749052 507499 1769647 1054917 714730 155258 92552 62706 593941 354059 239882 165060 98395 66665 36850 11055 25795 36043 36043 1929481 1813643 115838 158655 158655 30712 9259 21453 323670 323670 7896 2369 5527 94014 75211 18803 114806 114287 519 6913 2074 4839 Bad debt expense 16745 16745 Business licenses/permi 116 35 81 6696358 4376908 2319450 0 1672439 1036647 426755 1166022 728995 460834 103967 136988 80189 80189 0 0 458655 600101 3390811 3400592 663830 443668 458524 571682 171949 208984 1294303 1224334 X 2096508 2176258 2096508 2176258 3390811 3400592 79750 0 X 0 1 X 1 0 X 380400 89500 117500 587400 4625669 5819666 7167313 4130944 6458945 28202537 4625669 6200066 7167313 4220444 6576445 28789937 73750 189750 270250 596500 250500 1380750 784666 1092138 1793259 1733406 2566291 7969760 858416 1281888 2063509 2329906 2816791 9350510 19439427 1237 201 5214 19089 39268 65009 1237 201 5214 19089 39268 65009 20001 1554 67820 395864 160395 645634 4646907 6201821 7240347 4635397 6776108 29500580 0.65900 0.73910 0.00220 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51658 51658 0 28531 28531 0 0 Intercompany accounts receivable 391117 Deferred compensation assets 208984 600101 Deferred compensation liabilities 208984 208984 X Part X, Line 2: At December 31, 2024, 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 432216 0 79693 0 1290 0 37800 0 36423 0 587422 0 0 0 Jay Nakashima Executive Director - Healtheway, Inc 320531 0 70500 0 1290 0 13800 0 22296 0 428417 0 0 0 Debra Condrey COO, Chief Information Officer 268065 0 36500 0 1837 0 12616 0 40870 0 359888 0 0 0 Alan Swenson Executive Director - Carequality 262931 0 36500 0 232 0 11978 0 36175 0 347816 0 0 0 Alan Smith CFO 269423 0 22500 0 1766 0 11674 0 3878 0 309241 0 0 0 Lindsey Elkind Chief Legal Counsel 258542 0 10000 0 217 0 10742 0 10100 0 289601 0 0 0 Michael Yackancih Director, Program Integration 206802 0 20500 0 1243 0 9092 0 39177 0 276814 0 0 0 Blanca Davis VP, Informatics, Conformance &Intero 200154 0 10500 0 784 0 8426 0 21676 0 241540 0 0 0 Four Lights Consulting Owned by a board member Anna McCollister 158172 Business development and work group consulting services; travel reimbursements. 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 Assistant Secretary for Technology Policy (ASTP) / 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 Assistant Secretary for Technology Policy (ASTP) / 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 70,565. Fundraising expenses 0. Total expenses 70,565. Government relations: Program service expenses 92,798. Management and general expenses 0. Fundraising expenses 0. Total expenses 92,798. Outreach & education services: Program service expenses 84,331. Management and general expenses 0. Fundraising expenses 0. Total expenses 84,331. Other consultants: Program service expenses 181,093. Management and general expenses 45,273. Fundraising expenses 0. Total expenses 226,366. Testing services and tools: Program service expenses 168,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 168,200. RCE subcontractor expenses: Program service expenses 1,287,221. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,287,221. 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 2106982 FMV Healtheway Inc L 1763209 FMV Healtheway Inc Q 3870192 FMV Carequality Inc O 949480 FMV Carequality Inc L 744121 FMV Carequality Inc Q 1693601 FMV