Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
73rd percentile
Higher debt load relative to revenue than 73% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 26.2% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Assets
Up$1,076,076
Up $126,524 (+13%) from 2019
Net Assets
Up$537,107
Up $53,811 (+11%) from 2019
Liabilities
Up$538,969
Up $72,713 (+16%) from 2019
Revenue
Up$1,284,588
Up $128,754 (+11%) from 2019
Expenses
Up$1,311,056
Up $9,813 (+0.8%) from 2019
Net Income
Up-$26,468
Up $118,941 (+82%) from 2019
SEE SCHEDULE O.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $483,296 | $537,107 | ▲ $53,811 |
| Investments Other Securities | $375,562 | $464,719 | ▲ $89,157 |
| Cash and Non-Interest-Bearing Accounts | $348,104 | $278,676 | ▼ $69,428 |
| Accounts Receivable | $170,988 | $252,411 | ▲ $81,423 |
| Total Assets | $949,552 | $1,076,076 | ▲ $126,524 |
| Other Assets Total | $54,898 | $80,270 | ▲ $25,372 |
| Liabilities | |||
| Deferred Revenue | $373,038 | $468,050 | ▲ $95,012 |
| Accounts Payable and Accrued Expenses | $93,218 | $70,919 | ▼ $22,299 |
| Total Liabilities | $466,256 | $538,969 | ▲ $72,713 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $483,296 | $537,107 | ▲ $53,811 |
| Total Liabilities and Net Assets / Fund Balance | $949,552 | $1,076,076 | ▲ $126,524 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $1,509 | - | - |
| Other Securities | $464,719 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Scott Stuewe | President CEO | FT | $336,000 | $336,000 |
| Stephen Weiss | Managing Director | FT | $144,690 | $144,690 |
| Kathryn Wickenhauser | Director of Marketing- Member | FT | $135,000 | $135,000 |
| Name | Title |
|---|---|
| Adam Apatoff | Director |
| Anand Shroff | Director |
| Andrew Heeren | Director |
| Anupam Goel | Director |
| Bruce Schreiber | Director |
| Dan Paoletti | Director |
| Dan Soule | Director |
| Jacob Reider | Director |
| Jon Elwell | Director |
| Julie Maas | Director |
| Lawrence Garber | Director |
| Leslie Kelly Hall | Director |
| Linda Van Horn | Director |
| Vince Albanese | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Provision Productions | Administration | 47 CEDAR GLEN, Blairsville, GA 30512 | $208,054 |
| Crowell Moring LLP | Legal Services | 1001 PENNSYLVANIA AVE NW, Washington, DC 20004 | $117,609 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $670,202 |
| Other Expenses | $640,854 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $588,785 |
| Fees for Services Other | - | - | - | $309,817 |
| Fees for Services Legal | - | - | - | $123,078 |
| Advertising | - | - | - | $53,751 |
| Information Technology | - | - | - | $47,308 |
| Payroll Taxes | - | - | - | $38,818 |
| Fees for Services Accounting | - | - | - | $26,675 |
| Conferences and Meetings | - | - | - | $24,974 |
| All Other Expenses | - | - | - | $23,657 |
| Other Employee Benefits | - | - | - | $22,599 |
| Other Salaries and Wages | - | - | - | $20,000 |
| Insurance | - | - | - | $15,123 |
| Office Expenses | - | - | - | $11,121 |
| Travel | - | - | - | $5,350 |
| Total Functional Expenses | $0 | $0 | $0 | $1,311,056 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“The organizations 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.”
“A draft of the form 990 is provided to the board of directors prior to submission for approval.”
“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.”
“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.”
“Governing documents, form 990 and other policies are made available upon written request to the organization.”
“Consulting services 32,400adimnistratioin 211,881surveyro & review fees 65,537total line 11g 309,818”
“Form 990, page 2, part iii, organizations primary exempt purpose:directtrust.org is organized as a competitively neutral, self-regulatory entity, and it is the common goal of its members to establish and maintain a national security and trust framework in support of direct exchange. Specifically, the purpose of the organization is to develop, promote and, as necessary, assist with the enforcement of the rules and best practices necessary to maintain security and trust within the direct community, and to foster widespread public confidence in the direct exchange of health information.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 93218 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 70919 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 170988 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 252411 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | SEE SCHEDULE O. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 53751 |
| IRS990/AllOtherContributionsAmt | 0 | 27060 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 23657 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | SCOTT STUEWE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9132220630 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1629 K STREET NW |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20006 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 348104 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 278676 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 588785 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 24974 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 208054 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 117609 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 47 CEDAR GLEN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1001 PENNSYLVANIA AVE NW |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | BLAIRSVILLE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 30512 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 20004 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | PROVISION PRODUCTIONS |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | CROWELL MORING LLP |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ADMINISTRATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | LEGAL SERVICES |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 469107 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 8880 |
| IRS990/CYOtherExpensesAmt | 0 | 640854 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 806601 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -26468 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 670202 |
| IRS990/CYTotalExpensesAmt | 0 | 1311056 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1284588 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 373038 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 468050 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | CONTINUED GROWTH IN NETWORK END-USERS OF DIRECT EXCHANGE, INCLUDING HOSPITALS, MEDICAL PRACTICES AND OTHER HEALTH CARE PROFESSIONAL ORGANIZATIONS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/ExpenseAmt | 0 | 1311054 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 26675 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 123078 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 309817 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | SCOTT STUEWE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | STEPHEN WEISS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KATHRYN WICKENHAUSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JULIE MAAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ANUPAM GOEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ANAND SHROFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | VINCE ALBANESE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DAN SOULE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ADAM APATOFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | LAWRENCE GARBER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JON ELWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | LESLIE KELLY HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | ANDREW HEEREN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | LINDA VAN HORN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | BRUCE SCHREIBER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | JACOB REIDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | DAN PAOLETTI |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 336000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 144690 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 135000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | MANAGING DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR OF MARKETING- MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2012 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 14 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1284588 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 14 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 47308 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 15123 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8880 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 8880 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 375562 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 464719 |
| IRS990/IRPDocumentCnt | 0 | 17 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembershipDuesAmt | 0 | 442047 |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | SEE SCHEDULE O. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 483296 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 537107 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 36871 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 11121 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 54898 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 80270 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 22599 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 20000 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 38818 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | SCOTT STUEWE |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 43408 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 541900 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 541900 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 541900 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | DIRECT PUBLIC SUPPORT |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | ACCRED PROGRAM INCOM |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | DIRECTORY & NETWORK SER |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 346585 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 460016 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 346585 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 460016 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 512437 |
| IRS990/PYInvestmentIncomeAmt | 0 | 10465 |
| IRS990/PYOtherExpensesAmt | 0 | 670553 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 632932 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -145409 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 630690 |
| IRS990/PYTotalExpensesAmt | 0 | 1301243 |
| IRS990/PYTotalRevenueAmt | 0 | 1155834 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -26468 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 1284588 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 483296 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 537107 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 40875 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 37886 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 1509 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | ACCRUED REVENUE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | PREPAID EXPENSES |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | SECURITY DEPOSITS |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 464719 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | VANGUARD SECURITIES |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 80270 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 464719 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 336000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | SCOTT STUEWE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 336000 |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATIONS 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION FOR APPROVAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | GOVERNING DOCUMENTS, FORM 990 AND OTHER POLICIES ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | CONSULTING SERVICES 32,400ADIMNISTRATIOIN 211,881SURVEYRO & REVIEW FEES 65,537TOTAL LINE 11G 309,818 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | FORM 990, PAGE 2, PART III, ORGANIZATIONS PRIMARY EXEMPT PURPOSE:DIRECTTRUST.ORG IS ORGANIZED AS A COMPETITIVELY NEUTRAL, SELF-REGULATORY ENTITY, AND IT IS THE COMMON GOAL OF ITS MEMBERS TO ESTABLISH AND MAINTAIN A NATIONAL SECURITY AND TRUST FRAMEWORK IN SUPPORT OF DIRECT EXCHANGE. SPECIFICALLY, THE PURPOSE OF THE ORGANIZATION IS TO DEVELOP, PROMOTE AND, AS NECESSARY, ASSIST WITH THE ENFORCEMENT OF THE RULES AND BEST PRACTICES NECESSARY TO MAINTAIN SECURITY AND TRUST WITHIN THE DIRECT COMMUNITY, AND TO FOSTER WIDESPREAD PUBLIC CONFIDENCE IN THE DIRECT EXCHANGE OF HEALTH INFORMATION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | CEO executive director top management comp Part VI line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | List of other fees for services expenses Part IX line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | General explanation attachment |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 949552 |
| IRS990/TotalAssetsEOYAmt | 0 | 1076076 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 949552 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1076076 |
| IRS990/TotalCompGreaterThan150KInd | 0 | true |
| IRS990/TotalContributionsAmt | 0 | 469107 |
| IRS990/TotalEmployeeCnt | 0 | 4 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1311056 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 466256 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 538969 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 466256 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 538969 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 483296 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 537107 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1311054 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 806601 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 615690 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 815481 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1284588 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 25 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 949552 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1076076 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 5350 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 14 |
| IRS990/VotingMembersIndependentCnt | 0 | 14 |
| IRS990/WebsiteAddressTxt | 0 | HTTP://WWW.DIRECTTRUST.ORG/ |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
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