Civic Intelligence

National Association for Trusted Exchange

990EZ • Fiscal year 2015 • EIN 46-2661901

Jan 01, 2015 to Dec 31, 2015 • Filed on May 18, 2016

21213 Seneca Crossing DriveGermantown, MD 20876

(301) 540-2311

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-51%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$8,725

No earlier filing loaded for comparison.

Net Assets

$8,725

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$59,250

No earlier filing loaded for comparison.

Expenses

$89,496

No earlier filing loaded for comparison.

Net Income

-$30,246

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2015: $8,725Liabilities 2015: $0Net Assets 2015: $8,7252015Assets 2016: $10,582Liabilities 2016: $0Net Assets 2016: $10,5822016Assets 2017: $2,069Liabilities 2017: $0Net Assets 2017: $2,0692017

Highlighted filing

2015

Assets$8,725
Liabilities$0
Net Assets$8,725

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $59,250Expenses 2015: $89,496Net Income 2015: -$30,2462015Revenue 2016: $60,250Expenses 2016: $58,393Net Income 2016: $1,8572016Revenue 2017: $51,830Expenses 2017: $60,343Net Income 2017: -$8,5132017

Highlighted filing

2015

Revenue$59,250
Expenses$89,496
Net Income-$30,246
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 18, 2016
Return Version
2015v2.1
Gross Receipts
$59,250
Mission and Program Overview

Mission

National association for trusted exchange's (nate) mission is to address the legal, policy and technical barriers that inhibit health information exchange between entities within a state and across states. Nate will collaborate with all interested participants to develop the required solutions and pilot them in the real-world, with the intent to establish simple solutions that overcome the barriers that impact health information exchange.

Program Services

DescriptionGrantsExpenses
IN 2015 NATE'S THREE LARGEST PROGRAMS BY EXPENSE WERE:1 - IN 2015 NATE SUCCESSFULLY LAUNCHED ITS FLAGSHIP COMMUNITY OFFERING THE NATE BLUE BUTTON FOR CONSUMERS (NBB4C) TRUST BUNDLE. A TRUST BUNDLE IS A MECHANISM THAT SIMPLIFIES THE SECURE EXCHANGE OF ELECTRONIC HEALTH INFORMATION AMONGST PARTICIPANTS AND THOSE WHO SUBSCRIBE TO THE BUNDLE.2 - PRIOR TO LAUNCHING THE NBB4C, NATE DEPLOYED THE NATE BUNDLE ADMINISTRATOR. THIS TOOL SIMPLIFIES THE PROCESS OF ADMINISTERING TRUST BUNDLES (SUCH AS THE NBB4C) 3 - FOLLOWING THE LAUNCH OF THE NBB4C, NATE HAS SUCCESSFULLY ONBOARDED 9 INDEPENDENT CONSUMER HEALTH APPLICATIONS AND RETIRED LEGACY BUNDLES THAT IN THE PAST HAD BEEN OPERATED MANUALLY.NATE WAS POSITIONED TO BEGIN 2016 WITH A CLEAR MARKET POSITION FOCUSED ON B2C TRANSACTION BETWEEN HIPAA COVERED ENTITIES AND THE CONSUMERS THAT THEY SERVE.$0$89,496
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON SEIBCEO-$0--
PAUL CARTLANDChair-$0--
CHAD PETERSONVice-Chair-$0--
TERESA RIVERATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
National Association for Trusted
EIN
46-2661901
Phone
3015402311
Address
21213 SENECA CROSSING DRIVE, GERMANTOWN, MD 20876

Signing Officer

Name
Aaron Seib
Title
CEO
Phone
3015402311
Signed
2016-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Raffa Pc
Address
1899 L STREET NW SUITE 850, WASHINGTON, DC 20036
Preparer
Frank H Smith
Phone
2028225000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 30. Description: travel. Amount: 10,448. Description: office expenses. Amount: 447. Description: advertising. Amount: 10,067. Description: conferences and meetings. Amount: 630. Description: taxes and licenses. Amount: 530. Description: website. Amount: 644. Description: parking. Amount: 702. Description: dues and subscriptions. Amount: 3,422. Total to form 990-ez, line 16: 26,920.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: 1,499.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 1,500. End of year amount: 0.

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0AARON SEIB
IRS990EZ/BooksInCareOfDetail/PhoneNum03015402311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021213 SENECA CROSSING DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GERMANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020876
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038972
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08725
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt039250
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt08725
IRS990EZ/GrossReceiptsAmt059250
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037472
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08725
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08725
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AARON SEIB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL CARTLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHAD PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERESA RIVERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01499
IRS990EZ/OtherExpensesTotalAmt026920
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0NATIONAL ASSOCIATION FOR TRUSTED EXCHANGE'S (NATE) MISSION IS TO ADDRESS THE LEGAL, POLICY AND TECHNICAL BARRIERS THAT INHIBIT HEALTH INFORMATION EXCHANGE BETWEEN ENTITIES WITHIN A STATE AND ACROSS STATES. NATE WILL COLLABORATE WITH ALL INTERESTED PARTICIPANTS TO DEVELOP THE REQUIRED SOLUTIONS AND PILOT THEM IN THE REAL-WORLD, WITH THE INTENT TO ESTABLISH SIMPLE SOLUTIONS THAT OVERCOME THE BARRIERS THAT IMPACT HEALTH INFORMATION EXCHANGE.
IRS990EZ/PrintingPublicationsPostageAmt0897
IRS990EZ/ProgramServiceRevenueAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2015 NATE'S THREE LARGEST PROGRAMS BY EXPENSE WERE:1 - IN 2015 NATE SUCCESSFULLY LAUNCHED ITS FLAGSHIP COMMUNITY OFFERING THE NATE BLUE BUTTON FOR CONSUMERS (NBB4C) TRUST BUNDLE. A TRUST BUNDLE IS A MECHANISM THAT SIMPLIFIES THE SECURE EXCHANGE OF ELECTRONIC HEALTH INFORMATION AMONGST PARTICIPANTS AND THOSE WHO SUBSCRIBE TO THE BUNDLE.2 - PRIOR TO LAUNCHING THE NBB4C, NATE DEPLOYED THE NATE BUNDLE ADMINISTRATOR. THIS TOOL SIMPLIFIES THE PROCESS OF ADMINISTERING TRUST BUNDLES (SUCH AS THE NBB4C) 3 - FOLLOWING THE LAUNCH OF THE NBB4C, NATE HAS SUCCESSFULLY ONBOARDED 9 INDEPENDENT CONSUMER HEALTH APPLICATIONS AND RETIRED LEGACY BUNDLES THAT IN THE PAST HAD BEEN OPERATED MANUALLY.NATE WAS POSITIONED TO BEGIN 2016 WITH A CLEAR MARKET POSITION FOCUSED ON B2C TRANSACTION BETWEEN HIPAA COVERED ENTITIES AND THE CONSUMERS THAT THEY SERVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089496
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt089496
IRS990EZ/TotalProgramServiceExpensesAmt089496
IRS990EZ/TotalRevenueAmt059250
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NATE-TRUST.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0140719
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt020000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0104849
IRS990ScheduleA/SubstantialContributorsTotAmt035870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0140719
IRS990ScheduleA/TotalSupportAmt0140719
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CHARGES. AMOUNT: 30. DESCRIPTION: TRAVEL. AMOUNT: 10,448. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 447. DESCRIPTION: ADVERTISING. AMOUNT: 10,067. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 630. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 530. DESCRIPTION: WEBSITE. AMOUNT: 644. DESCRIPTION: PARKING. AMOUNT: 702. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 3,422. TOTAL TO FORM 990-EZ, LINE 16: 26,920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 1,499.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,500. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON SEIB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03015402311
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION FOR TRUSTED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0462661901
ReturnHeader/Filer/PhoneNum03015402311
ReturnHeader/Filer/USAddress/AddressLine1Txt021213 SENECA CROSSING DRIVE
ReturnHeader/Filer/USAddress/CityNm0GERMANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020876
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521511275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAFFA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW SUITE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02028225000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK H SMITH
ReturnHeader/ReturnTs02016-05-16T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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. 2015 filings • 501(c)3 • <$500k nonprofits