Civic Intelligence

Directtrust Org Inc

990 • Fiscal year 2020 • EIN 46-0537086

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 08, 2021

1629 K Street NW Ste 300Washington, DC 20006

(913) 222-0630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.50x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.42x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

27th percentile

-2.1%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$336,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

11%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $99,912Liabilities 2013: $0Net Assets 2013: $99,9122013Assets 2014: $621,324Liabilities 2014: $22,849Net Assets 2014: $598,4752014Assets 2015: $823,468Liabilities 2015: $177,855Net Assets 2015: $645,6132015Assets 2016: $980,200Liabilities 2016: $306,952Net Assets 2016: $673,2482016Assets 2017: $1,096,256Liabilities 2017: $361,067Net Assets 2017: $735,1892017Assets 2018: $1,007,671Liabilities 2018: $378,966Net Assets 2018: $628,7052018Assets 2019: $949,552Liabilities 2019: $466,256Net Assets 2019: $483,2962019Assets 2020: $1,076,076Liabilities 2020: $538,969Net Assets 2020: $537,1072020Assets 2022: $1,091,331Liabilities 2022: $837,973Net Assets 2022: $253,3582022Assets 2024: $3,126,902Liabilities 2024: $2,007,107Net Assets 2024: $1,119,7952024

Highlighted filing

2020

Assets$1,076,076
Liabilities$538,969
Net Assets$537,107

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $474,785Expenses 2013: $404,809Net Income 2013: $69,9762013Revenue 2014: $991,196Expenses 2014: $492,633Net Income 2014: $498,5632014Revenue 2015: $679,502Expenses 2015: $654,914Net Income 2015: $24,5882015Revenue 2016: $715,366Expenses 2016: $687,731Net Income 2016: $27,6352016Revenue 2017: $1,089,720Expenses 2017: $1,027,779Net Income 2017: $61,9412017Revenue 2018: $1,157,520Expenses 2018: $1,264,004Net Income 2018: -$106,4842018Revenue 2019: $1,155,834Expenses 2019: $1,301,243Net Income 2019: -$145,4092019Revenue 2020: $1,284,588Expenses 2020: $1,311,056Net Income 2020: -$26,4682020Revenue 2022: $1,671,597Expenses 2022: $1,936,787Net Income 2022: -$265,1902022Revenue 2024: $4,452,648Expenses 2024: $4,654,667Net Income 2024: -$202,0192024

Highlighted filing

2020

Revenue$1,284,588
Expenses$1,311,056
Net Income-$26,468
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 8, 2021
Return Version
2020v4.1
Gross Receipts
$1,284,588
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,509--
Other Securities$464,719--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Scott StuewePresident CEOFT$336,000$336,000
Stephen WeissManaging DirectorFT$144,690$144,690
Kathryn WickenhauserDirector of Marketing- MemberFT$135,000$135,000

Board Members and Trustees

NameTitle
Adam ApatoffDirector
Anand ShroffDirector
Andrew HeerenDirector
Anupam GoelDirector
Bruce SchreiberDirector
Dan PaolettiDirector
Dan SouleDirector
Jacob ReiderDirector
Jon ElwellDirector
Julie MaasDirector
Lawrence GarberDirector
Leslie Kelly HallDirector
Linda Van HornDirector
Vince AlbaneseDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Provision ProductionsAdministration47 CEDAR GLEN, Blairsville, GA 30512$208,054
Crowell Moring LLPLegal Services1001 PENNSYLVANIA AVE NW, Washington, DC 20004$117,609
Revenue and Support

Revenue Composition

Contributions and Grants
$469,107
Program Service Revenue
$806,601
Investment Income
$8,880
Other Revenue
$0
All Other Contributions
$27,060
Change in Net Assets
$-26,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

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.

Member election for additional members Part VI line 7A

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.

Form 990 governing body review Part VI line 11

A draft of the form 990 is provided to the board of directors prior to submission for approval.

Conflict of interest policy compliance Part VI line 12C

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.

CEO executive director top management comp Part VI line 15A

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 etc available to public Part VI line 19

Governing documents, form 990 and other policies are made available upon written request to the organization.

Filing and Contact Details

Filer

Filer Name
Directtrustorg Inc
EIN
46-0537086
Address
1629 K STREET NW STE 300, WASHINGTON, DC 20006

Signing Officer

Name
Scott Stuewe
Title
Persident CEO
Phone
9132220630
Signed
2021-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Stuewe
Formed
2012
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
25

Preparer

Firm
Kidwell & Associates
Address
28179 VANDERBILT DR, BONITA SPRINGS, FL 34134
Preparer
Raymond Kidwell EA
Phone
2399929299
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Consulting services 32,400adimnistratioin 211,881surveyro & review fees 65,537total line 11g 309,818

General explanation attachment

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.

Raw XML AppendixShowing 400 of 432 raw XML fields

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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt093218
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt070919
IRS990/AccountsReceivableGrp/BOYAmt0170988
IRS990/AccountsReceivableGrp/EOYAmt0252411
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.
IRS990/AdvertisingGrp/TotalAmt053751
IRS990/AllOtherContributionsAmt027060
IRS990/AllOtherExpensesGrp/TotalAmt023657
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SCOTT STUEWE
IRS990/BooksInCareOfDetail/PhoneNum09132220630
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01629 K STREET NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0348104
IRS990/CashNonInterestBearingGrp/EOYAmt0278676
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0588785
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt024974
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0208054
IRS990/ContractorCompensationGrp/CompensationAmt1117609
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt047 CEDAR GLEN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11001 PENNSYLVANIA AVE NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BLAIRSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd030512
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd120004
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0PROVISION PRODUCTIONS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1CROWELL MORING LLP
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL SERVICES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0469107
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08880
IRS990/CYOtherExpensesAmt0640854
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0806601
IRS990/CYRevenuesLessExpensesAmt0-26468
IRS990/CYSalariesCompEmpBnftPaidAmt0670202
IRS990/CYTotalExpensesAmt01311056
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01284588
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0373038
IRS990/DeferredRevenueGrp/EOYAmt0468050
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CONTINUED GROWTH IN NETWORK END-USERS OF DIRECT EXCHANGE, INCLUDING HOSPITALS, MEDICAL PRACTICES AND OTHER HEALTH CARE PROFESSIONAL ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt01311054
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt026675
IRS990/FeesForServicesLegalGrp/TotalAmt0123078
IRS990/FeesForServicesOtherGrp/TotalAmt0309817
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT STUEWE
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHRYN WICKENHAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm3JULIE MAAS
IRS990/Form990PartVIISectionAGrp/PersonNm4ANUPAM GOEL
IRS990/Form990PartVIISectionAGrp/PersonNm5ANAND SHROFF
IRS990/Form990PartVIISectionAGrp/PersonNm6VINCE ALBANESE
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN SOULE
IRS990/Form990PartVIISectionAGrp/PersonNm8ADAM APATOFF
IRS990/Form990PartVIISectionAGrp/PersonNm9LAWRENCE GARBER
IRS990/Form990PartVIISectionAGrp/PersonNm10JON ELWELL
IRS990/Form990PartVIISectionAGrp/PersonNm11LESLIE KELLY HALL
IRS990/Form990PartVIISectionAGrp/PersonNm12ANDREW HEEREN
IRS990/Form990PartVIISectionAGrp/PersonNm13LINDA VAN HORN
IRS990/Form990PartVIISectionAGrp/PersonNm14BRUCE SCHREIBER
IRS990/Form990PartVIISectionAGrp/PersonNm15JACOB REIDER
IRS990/Form990PartVIISectionAGrp/PersonNm16DAN PAOLETTI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0336000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1144690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2135000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF MARKETING- MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01284588
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt047308
IRS990/InsuranceGrp/TotalAmt015123
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08880
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08880
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0375562
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0464719
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0442047
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0483296
IRS990/NetAssetsOrFundBalancesEOYAmt0537107
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt036871
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt011121
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt054898
IRS990/OtherAssetsTotalGrp/EOYAmt080270
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022599
IRS990/OtherSalariesAndWagesGrp/TotalAmt020000
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt038818
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SCOTT STUEWE
IRS990/PriorPeriodAdjustmentsAmt043408
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0DIRECT PUBLIC SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc1ACCRED PROGRAM INCOM
IRS990/ProgramServiceRevenueGrp/Desc2DIRECTORY & NETWORK SER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0346585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1460016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0346585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1460016
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0512437
IRS990/PYInvestmentIncomeAmt010465
IRS990/PYOtherExpensesAmt0670553
IRS990/PYProgramServiceRevenueAmt0632932
IRS990/PYRevenuesLessExpensesAmt0-145409
IRS990/PYSalariesCompEmpBnftPaidAmt0630690
IRS990/PYTotalExpensesAmt01301243
IRS990/PYTotalRevenueAmt01155834
IRS990/ReconcilationRevenueExpnssAmt0-26468
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01284588
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0483296
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0537107
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt040875
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt137886
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21509
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED REVENUE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0464719
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueOtherAssetsAmt080270
IRS990ScheduleD/TotalBookValueSecuritiesAmt0464719
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0336000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SCOTT STUEWE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0336000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE 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/ExplanationTxt2A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE 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/ExplanationTxt5GOVERNING DOCUMENTS, FORM 990 AND OTHER POLICIES ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING SERVICES 32,400ADIMNISTRATIOIN 211,881SURVEYRO & REVIEW FEES 65,537TOTAL LINE 11G 309,818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 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/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7General explanation attachment
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0949552
IRS990/TotalAssetsEOYAmt01076076
IRS990/TotalAssetsGrp/BOYAmt0949552
IRS990/TotalAssetsGrp/EOYAmt01076076
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0469107
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01311056
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0466256
IRS990/TotalLiabilitiesEOYAmt0538969
IRS990/TotalLiabilitiesGrp/BOYAmt0466256
IRS990/TotalLiabilitiesGrp/EOYAmt0538969
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0483296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0537107
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01311054
IRS990/TotalProgramServiceRevenueAmt0806601
IRS990/TotalReportableCompFromOrgAmt0615690
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0815481
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01284588
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0949552
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01076076
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05350
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0HTTP://WWW.DIRECTTRUST.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • $1M-$5M nonprofits