STRATEGY STUDIO / PUBLIC DATA EXPLORER

WORKGROUP FOR ELECTRONIC DATA INTERCHANGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WORKGROUP FOR ELECTRONIC DATA INTERCHANGE (EIN 36-4026135)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202413169349302586
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-11T09:40:55-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST WEST HWY 900AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143423ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364026135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WORKGROUP FOR ELECTRONIC DATA INTERCHANGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHARLES STELLARInCareOfNm
Business Name ControlWORKBusinessNameControlTxt
Phone2023299700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14401-A CONNECTICUT AVE NW Suite 205AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES STELLARPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2023299700PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD RUVELSONPreparerPersonNm
PTINP00234075PTIN
Phone3012726000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLES STELLARPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14401-A CONNECTICUT AVE NW205AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,571,046GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.wedi.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,764PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,316,704PYProgramServiceRevenueAmt
CY Program Service Revenue$1,278,963CYProgramServiceRevenueAmt
PY Investment Income$39,635PYInvestmentIncomeAmt
CY Investment Income$37,804CYInvestmentIncomeAmt
PY Other Revenue$809PYOtherRevenueAmt
CY Other Revenue$35,092CYOtherRevenueAmt
PY Total Revenue$1,361,912PYTotalRevenueAmt
CY Total Revenue$1,351,859CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,030,340PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,030,207CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$268,661PYOtherExpensesAmt
CY Other Expenses$248,928CYOtherExpensesAmt
PY Total Expenses$1,299,001PYTotalExpensesAmt
CY Total Expenses$1,279,135CYTotalExpensesAmt
PY Revenues Less Expenses$62,911PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$72,724CYRevenuesLessExpensesAmt
Total Assets BOY$1,607,917TotalAssetsBOYAmt
Total Assets EOY$1,668,271TotalAssetsEOYAmt
Total Liabilities BOY$539,103TotalLiabilitiesBOYAmt
Total Liabilities EOY$491,363TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,068,814NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,176,908NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO FOSTER WIDESPREAD SUPPORT FOR THE ADOPTION OF ELECTRONIC COMMERCE WITHIN THE HEALTH CARE INDUSTRY IN THE UNITED STATES OF AMERICA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMEMBER EDUCATION PROGRAMS - THESE PROGRAMS EXPENSES INCLUDE NATIONAL CONFERENCES HELD THROUGHOUT THE YEAR TO CONVENE INDUSTRY AND GOVERNMENT LEADERS IN A NATIONAL FORUM FOCUSED UPON ISSUE BRIEFINGS, POLICY UPDATES, INTERACTIVE DISCUSSIONS, AND EDUCATIONAL TOPICS. THESE PROGRAMS ALSO INCLUDE VARIOUS WORKSHOPS, SEMINARS, AND MEETINGS PROVIDED BY THE ORGANIZATION THAT SERVE AS A FORUM FOR THE LATEST SUBJECTS AND REGULATORY PROPOSALS OF INTEREST AND IMPORTANCE TO MEMBERS. THE MEETINGS ALSO OFFER A CONCENTRATED OPPORTUNITY FOR THE EXCHANGE OF IDEAS AND DISCUSSION OF IMPLEMENTATION AND OTHER ISSUES AMONG COLLEAGUES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescWEDI WEBSITE - THESE ARE EXPENSES INCURRED FOR MAINTAINING AND IMPROVING THE ORGANIZATION'S WEBSITE IN ORDER TO PROVIDE ITS MEMBERS WITH RELEVANT INFORMATION OF VALUE IN A TIMELY MANNER.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHARLES STELLARPersonNm
Phone2023299700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14401-A CONNECTICUT AVE NW NO 205AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CHARLES STELLAR
PRESIDENT/CEO40.00.1Yes (X)$420,000$0$20,688
ROBERT TENNANT
VICE PRESIDENT,FEDERAL AFFAIRS40.00.0$200,000$0$0Yes (X)
MICHAEL MCNUTT
DIRECTOR OF EVENTS & EDUCATION40.00.0$165,000$0$5,292Yes (X)
SAMANTHA HOLVEY
DIRECTOR OF COMMUNICATIONS40.00.0$130,000$0$10,013Yes (X)
ED HAFNER
CHAIR1.00.0Yes (X)$0$0$0Yes (X)
NANCY SPECTOR
IMMEDIATE PAST CHAIR1.00.0Yes (X)$0$0$0Yes (X)
MATTHEW ALBRIGHT
VICE CHAIR OF POLICY1.00.0Yes (X)$0$0$0Yes (X)
ROBERT BOWMAN
VICE CHAIR OF FINANCE1.00.0Yes (X)$0$0$0Yes (X)
DENNY BRENNAN
VICE CHAIR OF MEMBERSHIP &COMM1.00.0Yes (X)$0$0$0Yes (X)
PAMELA GROSZE
VICE CHAIR OF PROGRAM &SERVICS1.00.0Yes (X)$0$0$0Yes (X)
TERRENCE CUNNINGHAM
DIRECTOR1.00.0$0$0$0Yes (X)
DURWIN DAY
DIRECTOR1.00.0$0$0$0Yes (X)
TODD ECKARD
DIRECTOR1.00.0$0$0$0Yes (X)
REBEKAH FIEHN
DIRECTOR1.00.0$0$0$0Yes (X)
ANDERS GILBERG
DIRECTOR1.00.0$0$0$0Yes (X)
RAJESH GODAVARTHI
DIRECTOR1.00.0$0$0$0Yes (X)
CHRISTOL GREEN
DIRECTOR1.00.0$0$0$0Yes (X)
DAVID HAUGEN
DIRECTOR1.00.0$0$0$0Yes (X)
CHERIE HOLMES-HENRY
DIRECTOR1.00.0$0$0$0Yes (X)
CHARLES JAFFE
DIRECTOR1.00.0$0$0$0Yes (X)
MICHAEL CIMMINO
DIRECTOR1.00.0$0$0$0Yes (X)
GAIL KOCHER
DIRECTOR1.00.0$0$0$0Yes (X)
MICHAEL KOTTMER
DIRECTOR1.00.0$0$0$0Yes (X)
VIVIAN BOYD
DIRECTOR1.00.0$0$0$0Yes (X)
THOMAS MASON
DIRECTOR1.00.0$0$0$0Yes (X)
TOM MEYERS
DIRECTOR1.00.0$0$0$0Yes (X)
MICHAEL PATTWELL
DIRECTOR1.00.0$0$0$0Yes (X)
LINDA PERRYCLEAR
DIRECTOR1.00.0$0$0$0Yes (X)
TIM PLETCHER
DIRECTOR1.00.0$0$0$0Yes (X)
GHEISHA-LY ROSARIO DIAZ
DIRECTOR1.00.0$0$0$0Yes (X)
CATHY SHEPPARD
DIRECTOR1.00.0$0$0$0Yes (X)
CHARLES STELLAR
DIRECTOR1.00.0$0$0$0Yes (X)
LEE ANN STEMBER
DIRECTOR1.00.0$0$0$0Yes (X)
SANDRA STUART
DIRECTOR1.00.0$0$0$0Yes (X)
MERRI-LEE STINE
CHAIR-ELECT1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$915,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$35,993TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonNONEPersonNm
FieldValueIRS element (for citing)
Contractor AddressContractorAddress
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES519130$930,327$930,327
MEMBER CONFERENCES AND MEETINGS611430$326,724$326,724
MEMBER ONLINE EDUCATION519130$21,912$21,912
FieldValueIRS element (for citing)
Total Program Service Revenue$1,278,963TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,045TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$58,045ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$198,946SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$219,187SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$20,241SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$20,241TotalRevenueColumnAmt
Exclusion-$20,241ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYEE RETENTION TAX CREDIT900099$35,000$35,000
OTHER REVENUE900099$92$92
FieldValueIRS element (for citing)
Other Revenue Total$35,092OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,351,859TotalRevenueColumnAmt
Related Or Exempt Func Income$1,314,055RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$37,804ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$440,688TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$523,250TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,085TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,359TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,825TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,097TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$54,290TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$590TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,233TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$30,490TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,706TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$101,997TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,796TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,898TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
BAD DEBT$6,630
BOARD ADMINISTRATION$5,434
MISCELLANEOUS EXPENSES$1,767

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,279,135TotalAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$519,857BOYAmt
EOY$287,387EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$58,146BOYAmt
EOY$165,756EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,018BOYAmt
EOY$54,533EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,318BOYAmt
EOY$18,248EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$157,160LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$155,055LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,901BOYAmt
EOY$2,105EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$974,677BOYAmt
EOY$1,140,242EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,607,917BOYAmt
EOY$1,668,271EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$199,976BOYAmt
EOY$140,132EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$318,980BOYAmt
EOY$332,584EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,147BOYAmt
EOY$18,647EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$539,103BOYAmt
EOY$491,363EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,068,814BOYAmt
EOY$1,176,908EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,068,814BOYAmt
EOY$1,176,908EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,607,917BOYAmt
EOY$1,668,271EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$72,724ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$35,370NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,211OtherCostOrOtherBasisAmt
Depreciation$14,849DepreciationAmt
Book Value$362BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$141,949OtherCostOrOtherBasisAmt
Depreciation$140,206DepreciationAmt
Book Value$1,743BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,105TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
Amt$18,647Amt
FieldValueIRS element (for citing)
Total Liability$18,647TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationWEDI is recognized as exempt from federal income taxes under Section 501(c)(6) of the Internal Revenue Code. The Foundation is recognized as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. In addition, the Foundation has been determined by the Internal Revenue Service not to be a private foundation. Income from unrelated business activities is subject to federal income taxes. No provision for income taxes was required for the years ended December 31, 2023 and 2022, as neither WEDI nor the Foundation had any tax liability from unrelated business activities. WEDI is also exempt from income taxes in the District of Columbia. U.S. GAAP requires management to evaluate tax positions taken by the Organization and to recognize tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by applicable taxing authorities. For the years ended December 31, 2023 and 2022, the Organization has determined that no material uncertain tax positions qualify for either recognition or disclosure in the combined financial statements. There has been no tax related interest or penalties for the periods presented in these combined financial statements.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL MCNUTT
DIRECTOR OF EVENTS & EDUCATION$150,000$0$15,000$0$0$0$0$0$5,292$0$170,292$0$0$0
CHARLES STELLAR
PRESIDENT/CEO$350,000$0$70,000$0$0$0$10,500$0$10,188$0$440,688$0$0$0
ROBERT TENNANT
VICE PRESIDENT,FEDERAL AFFAIRS$185,000$0$15,000$0$0$0$0$0$0$0$200,000$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE IWEDI IS A NOT-FOR-PROFIT 501-C-6 ASSOCIATION ACTING AS AN ADVISOR TO THE SECRETARY OF THE DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND A MULTI-STAKEHOLDER ORGANIZATION COMPRISED OF HEALTH PLANS, PROVIDERS, VENDORS AND STANDARDS DEVELOPMENT ORGANIZATIONS. WEDI HAS PROVEN LEADERSHIP ENGAGING THE INDUSTRY TO ADDRESS THE MOST IMPACTFUL CHANGES OF OUR TIME, INCLUDING THE NATIONAL PROVIDER IDENTIFIER, ICD-10, HEALTH CLAIM ATTACHMENTS AND PRIOR AUTHORIZATION.
FORM 990, PART III, LINE IWEDI'S PURPOSE IS TO PROMOTE THE INTERESTS OF THE HEALTHCARE COMMUNITY THROUGH THE DEVELOPMENT OF ELECTRONIC DATA INTERCHANGE BY: (A) PROMOTING AND FACILITATING AN ORDERLY MIGRATION TO ELECTRONIC DATA INTERCHANGE IN THE HEALTHCARE COMMUNITY; (B) SERVING AS A COORDINATED EDUCATION RESOURCE ON ELECTRONIC DATA INTERCHANGE AND DEVELOPING MATERIALS FOR USE BY MEMBERS OF THE HEALTHCARE COMMUNITY; (C) MONITORING AND REPORTING ON THE PROGRESS OF ELECTRONIC DATA INTERCHANGE IMPLEMENTATION IN THE HEALTHCARE COMMUNITY; (D) IDENTIFYING OBSTACLES TO THE IMPLEMENTATION OF ELECTRONIC DATA INTERCHANGE AND PROPOSING SOLUTIONS FOR THEIR REMOVAL; AND (E) BUILDING CONSENSUS ON ELECTRONIC DATA INTERCHANGE ISSUSE, AND ON AN APPROPRIATE LEGISLATIVE AND REGULATORY FRAMEWORK. APPROPRIATE LEGISLATIVE AND REGULATORY FRAMEWORK.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS 8 CLASSES OF MEMBERSHIPS: OTHER ENTITIES, GOVERNMENT, HEALTH PLANS, PROVIDERS, STANDARDS AND OPERATING RULES ORGANIZATIONS, VENDORS, AND INDIVIDUALS.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS, EXCLUDING AFFILIATES, INDIVIDUALS, AND STANDARDS ORGANIZATIONS/ OPERATING RULES ORGANIZATIONS, SHALL ELECT DIRECTORS ELECTRONICALLY IN ACCORDANCE WITH PROCEDURES DETERMINED BY THE WEDI BOARD OF DIRECTORS. EACH ORGANIZATIONAL MEMBER, IN THOSE CATEGORIES ELECTING DIRECTORS BY BALLOT, SHALL BE ENTITLED TO ONE (1) VOTE FOR AS MANY OPEN DIRECTOR POSITIONS OF THE SAME CLASS OF MEMBER AS SUCH VOTING MEMBER.
FORM 990, PART VI, SECTION B, LINE 11BTHE OUTSIDE CPA FIRM WHICH PERFORMS THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENT AUDIT ALSO PREPARES THE ORGANIZATION'S FORM 990. A DRAFT OF THE 990 IS SENT TO THE CEO AND THE EXTERNAL ACCOUNTING FIRM THAT PROVIDES MONTHLY ACCOUNTING SERVICES TO THE ORGANIZATION. THE DRAFT IS ALSO SENT TO THE ORGANIZATION'S FINANCE COMMITTEE. ALL PARTIES REVIEW THE 990. ANY NECESSARY CHANGES ARE THEN MADE BY THE AUDITING CPA FIRM. THE CEO THEN MAKES A FINAL REVIEW OF THE 990, SIGNS IT AND FILES IT WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CEO MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANY RELATIONSHIPS WHICH THE CEO BELIEVES CLEARLY VIOLATE THE POLICY ARE DISALLOWED/TERMINATED BY THE CEO. IF THE CEO IS UNSURE, THE MATTER IS BROUGHT TO THE BOARD FOR REVIEW. ANY RELATIONSHIPS WHICH ARE DEEMED TO BE A VIOLATION OF THE POLICY ARE DISALLOWED/TERMINATED.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION'S BOARD HAS A COMPENSATION COMMITTEE WHICH DETERMINES THE SALARY OF THE CEO. THE COMPENSATION COMMITTEE PERFORMS A REVIEW OF THE CEO'S SALARY EVERY TWO YEARS. UNDER THESE REVIEWS, THE COMPENSATION COMMITTEE USES PUBLISHED COMPENSATION REPORTS AND STUDIES THE SALARIES OF CEO'S OF SIMILAR SIZED ORGANIZATIONS. AFTER THE CEO'S SALARY IS DETERMINED BY THE COMPENSATION COMMITTEE, IT MUST THEN BE APPROVED BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE WEDI FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14401-A CONNECTICUT AVE NW NOAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd
FieldValueIRS element (for citing)
EIN542014909EIN
Primary ActivitiesSUPPORTINGPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12CPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WEDIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE WEDI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeQTransactionTypeTxt
Involved$1,500InvolvedAmt
Method Of Amount DeterminationACTUAL COSTMethodOfAmountDeterminationTxt