2024-11-11T09:40:55-06:00 2023-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-01-01 364026135 WORKGROUP FOR ELECTRONIC DATA INTERCHANGE % CHARLES STELLAR WORK 2023299700 4401-A CONNECTICUT AVE NW Suite 205 WASHINGTON DC 20008 CHARLES STELLAR PRESIDENT & CEO 2023299700 2024-11-15 true true RICHARD RUVELSON P00234075 3012726000 2023 2024-10-15 13:58:12Z CHARLES STELLAR 4401-A CONNECTICUT AVE NW205 WASHINGTON DC 20008 1571046 false X www.wedi.org X 1995 IL SEE SCHEDULE O 32 32 5 32 0 0 4764 0 1316704 1278963 39635 37804 809 35092 1361912 1351859 0 0 0 0 1030340 1030207 0 0 0 268661 248928 1299001 1279135 62911 72724 1607917 1668271 539103 491363 1068814 1176908 X TO FOSTER WIDESPREAD SUPPORT FOR THE ADOPTION OF ELECTRONIC COMMERCE WITHIN THE HEALTH CARE INDUSTRY IN THE UNITED STATES OF AMERICA. false false MEMBER 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. WEDI 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. false false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false true false false true 6 0 true 5 true false false false false false false false false X 32 32 false false false false true true false true true false false false true true true false false true true false X CHARLES STELLAR 2023299700 4401-A CONNECTICUT AVE NW NO 205 WASHINGTON DC 20008 CHARLES STELLAR PRESIDENT/CEO 40.0 0.1 X 420000 0 20688 ROBERT TENNANT VICE PRESIDENT,FEDERAL AFFAIRS 40.0 0.0 X 200000 0 0 MICHAEL MCNUTT DIRECTOR OF EVENTS & EDUCATION 40.0 0.0 X 165000 0 5292 SAMANTHA HOLVEY DIRECTOR OF COMMUNICATIONS 40.0 0.0 X 130000 0 10013 ED HAFNER CHAIR 1.0 0.0 X X 0 0 0 NANCY SPECTOR IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 MATTHEW ALBRIGHT VICE CHAIR OF POLICY 1.0 0.0 X X 0 0 0 ROBERT BOWMAN VICE CHAIR OF FINANCE 1.0 0.0 X X 0 0 0 DENNY BRENNAN VICE CHAIR OF MEMBERSHIP &COMM 1.0 0.0 X X 0 0 0 PAMELA GROSZE VICE CHAIR OF PROGRAM &SERVICS 1.0 0.0 X X 0 0 0 TERRENCE CUNNINGHAM DIRECTOR 1.0 0.0 X 0 0 0 DURWIN DAY DIRECTOR 1.0 0.0 X 0 0 0 TODD ECKARD DIRECTOR 1.0 0.0 X 0 0 0 REBEKAH FIEHN DIRECTOR 1.0 0.0 X 0 0 0 ANDERS GILBERG DIRECTOR 1.0 0.0 X 0 0 0 RAJESH GODAVARTHI DIRECTOR 1.0 0.0 X 0 0 0 CHRISTOL GREEN DIRECTOR 1.0 0.0 X 0 0 0 DAVID HAUGEN DIRECTOR 1.0 0.0 X 0 0 0 CHERIE HOLMES-HENRY DIRECTOR 1.0 0.0 X 0 0 0 CHARLES JAFFE DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL CIMMINO DIRECTOR 1.0 0.0 X 0 0 0 GAIL KOCHER DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL KOTTMER DIRECTOR 1.0 0.0 X 0 0 0 VIVIAN BOYD DIRECTOR 1.0 0.0 X 0 0 0 THOMAS MASON DIRECTOR 1.0 0.0 X 0 0 0 TOM MEYERS DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL PATTWELL DIRECTOR 1.0 0.0 X 0 0 0 LINDA PERRYCLEAR DIRECTOR 1.0 0.0 X 0 0 0 TIM PLETCHER DIRECTOR 1.0 0.0 X 0 0 0 GHEISHA-LY ROSARIO DIAZ DIRECTOR 1.0 0.0 X 0 0 0 CATHY SHEPPARD DIRECTOR 1.0 0.0 X 0 0 0 CHARLES STELLAR DIRECTOR 1.0 0.0 X 0 0 0 LEE ANN STEMBER DIRECTOR 1.0 0.0 X 0 0 0 SANDRA STUART DIRECTOR 1.0 0.0 X 0 0 0 MERRI-LEE STINE CHAIR-ELECT 1.0 0.0 X 0 0 0 915000 0 35993 4 false true false NONE 0 0 MEMBERSHIP DUES 519130 930327 930327 MEMBER CONFERENCES AND MEETINGS 611430 326724 326724 MEMBER ONLINE EDUCATION 519130 21912 21912 1278963 58045 0 58045 0 0 0 0 0 198946 219187 -20241 -20241 -20241 0 0 0 0 0 0 0 0 0 EMPLOYEE RETENTION TAX CREDIT 900099 35000 35000 OTHER REVENUE 900099 92 92 35092 1351859 1314055 0 37804 0 0 0 0 440688 0 523250 1085 15359 49825 0 2097 54290 0 0 0 15000 590 13233 30490 0 0 6706 0 101997 0 0 2796 7898 BAD DEBT 6630 BOARD ADMINISTRATION 5434 MISCELLANEOUS EXPENSES 1767 1279135 X 519857 287387 58146 165756 0 0 45018 54533 0 0 0 0 0 0 0 0 5318 18248 157160 155055 4901 2105 974677 1140242 0 0 0 0 0 0 0 0 1607917 1668271 199976 140132 0 0 318980 332584 0 0 0 0 0 0 0 0 0 0 20147 18647 539103 491363 X 1068814 1176908 0 0 1068814 1176908 1607917 1668271 72724 35370 X false true X true false 15211 14849 362 141949 140206 1743 2105 0 DUE TO AFFILIATE 18647 18647 X PART X, LINE 2: WEDI 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. X X X X false false false MICHAEL MCNUTT DIRECTOR OF EVENTS & EDUCATION 150000 0 15000 0 0 0 0 0 5292 0 170292 0 0 0 CHARLES STELLAR PRESIDENT/CEO 350000 0 70000 0 0 0 10500 0 10188 0 440688 0 0 0 ROBERT TENNANT VICE PRESIDENT,FEDERAL AFFAIRS 185000 0 15000 0 0 0 0 0 0 0 200000 0 0 0 FORM 990, PART I, LINE I WEDI 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 I WEDI'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 6 THE 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 7A MEMBERS, 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 11B THE 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 12C THE 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 15 THE 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 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE WEDI FOUNDATION 4401-A CONNECTICUT AVE NW NO WASHINGTON DC 20008 542014909 SUPPORTING DC 501(C)(3) LINE 12C WEDI true false false false false false false false false false false false true false true true false true false false THE WEDI FOUNDATION Q 1500 ACTUAL COST