2026-05-05T10:37:39-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 521740069 URAC URAC 2022169010 1220 L STREET NW 900 WASHINGTON DC 20005 SHAWN GRIFFIN MD PRESIDENT & CEO 2022169010 2026-05-05 1 AARON FOX P01365820 2022274000 2026-05-05 2025 2025-03-06 01:10:19Z SHAWN GRIFFIN MD 1220 L STREET NW 900 WASHINGTON DC 20005 63667164 0 X WWW.URAC.ORG X 1990 DC TO IMPROVE HEALTH CARE MANAGEMENT THROUGH ACCREDITATION, EDUCATION AND MEASUREMENT. 17 17 71 104 0 0 0 0 22561142 28359888 8719303 3338681 0 0 31280445 31698569 0 0 0 0 13271292 14643259 0 0 0 6360143 6556430 19631435 21199689 11649010 10498880 92415523 111073237 11896159 11622827 80519364 99450410 TO IMPROVE THE QUALITY OF HEALTHCARE THROUGH LEADERSHIP, ACCREDITATION, MEASUREMENT, AND INNOVATION. 0 0 17550366 28359888 URAC HAS PRIMARILY ONE PROGRAM, WHICH IS PROVIDING ACCREDITATION SERVICES TO THE HEALTHCARE INDUSTRY, FOR WHICH IT OFFERS PRODUCTS FOR CERTAIN SEGMENTS. URAC PROMOTES CONTINUOUS IMPROVEMENT IN THE QUALITY AND EFFICIENCY OF HEALTH CARE DELIVERY THROUGH THE ESTABLISHMENT OF STANDARDS, EDUCATION, AND COMMUNICATION, ALL OF WHICH ARE INCLUDED IN ITS PROCESS OF ACCREDITATION. 17550366 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 71 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DAVID C SOUDERS 2029628832 1220 L STREET NW SUITE 900 WASHINGTON DC 20005 GEORGE FURLONG IMMEDIATE PAST CHAIR 3.50 X X 0 0 0 BRUCE SCOTT CHAIR 3.50 X X 0 0 0 CAROL SWIRSKY VICE CHAIR 3.50 X X 0 0 0 KRISTIN BASS BOARD MEMBER 3.50 X 0 0 0 MARIBETH MARTINEZ BETTARELLI BOARD MEMBER 3.50 X 0 0 0 WILLIAM BRESKIN SECRETARY 3.50 X X 0 0 0 ERICK A EITING BOARD MEMBER 3.50 X 0 0 0 NANCY FOSTER BOARD MEMBER (UNTIL 04/25) 3.50 X 0 0 0 REBECCA GRAYSTONE TREASURER 3.50 X X 0 0 0 JOHN R MILLER BOARD MEMBER (UNTIL 04/25) 3.50 X 0 0 0 SUNITA MISHRA BOARD MEMBER 3.50 X 0 0 0 VINCENT G NELSON BOARD MEMBER (UNTIL 03/25) 3.50 X 0 0 0 MELANIE PRINCE BOARD MEMBER 3.50 X 0 0 0 DAVID YODER BOARD MEMBER 3.50 X 0 0 0 CAROL ALTER BOARD MEMBER 3.50 X 0 0 0 SAMANTHA BURCH BOARD MEMBER 3.50 X 0 0 0 JOHNNY GARCIA BOARD MEMBER 3.50 X 0 0 0 LAUREL PICKERING BOARD MEMBER (AS OF 07/25) 3.50 X 0 0 0 ROBERT BOB CAREY BOARD MEMBER (AS OF 11/25) 3.50 X 0 0 0 ASHLEY THOMPSON BOARD MEMBER (AS OF 07/25) 3.50 X 0 0 0 RUSSELL KOHL BOARD MEMBER (UNTIL 10/25) 3.50 X 0 0 0 SHAWN GRIFFIN PRESIDENT & CEO 40.00 X 760303 0 62206 HOUEIDA SAAD GENERAL COUNSEL 40.00 X 457990 0 51188 DAVID SOUDERS CHIEF FINANCIAL OFFICER 40.00 X 420751 0 23515 MARGARET CORNETT CHIEF INFORMATION OFFICER 40.00 X 386402 0 56234 KAREN WATTS VP, ACCRED. & CLIENT SERVICE 40.00 X 358031 0 23838 DANIEL SPIRN VP, GOVERNMENT RELATIONS 40.00 X 364593 0 22439 KURT ACKER DIRECTOR SALES 40.00 X 288100 0 21048 HEATHER BONOME DIRECTOR, PHARMACY 40.00 X 250154 0 39247 ELENI THEODOROPOULOS VP, QUALITY, RESEARCH 40.00 X 246709 0 45744 JENNIFER RICHARDS SR. DIR. OF PRODUCT MANAGEMENT 40.00 X 223506 0 59305 3756539 0 404764 51 0 1 0 ARNOLD & PORTER 601 MASSACHUSETTS AVE NW WASHINGTON DC 20001 CONSULTING 293164 CURA STRATEGIES LLC 2011 CRYSTAL DRIVE SUITE 1005 ARLINGTON VA 22202 CONSULTING 226420 STATESIDE ASSOCIATES INC 1101 WILSON BLVD 16TH FLOOR ARLINGTON VA 22209 CONSULTING 132500 KISER HEALTHCARE SOLUTIONS LLC 11883 FAWN RIDGE LN RESTON VA 20194 CONSULTING 105417 4 ACCREDITATION & ONSITE 900099 28149595 28149595 EDUCATION & TRAINING 900099 133392 133392 PUBLICATIONS 900099 73128 73128 SOFTWARE FEES 900099 3773 3773 28359888 2837772 2837772 32469504 31968595 500909 500909 500909 31698569 28359888 0 3338681 2600458 2080367 520091 9329423 8031699 1297724 496319 419345 76974 1436477 1279909 156568 780582 678062 102520 10260 9053 1207 98356 49178 49178 230971 230971 215942 107971 107971 1602319 1331101 271218 347597 347597 291659 234354 57305 735759 399877 335882 819844 409922 409922 884865 864217 20648 371091 333181 37910 419035 383981 35054 232932 118491 114441 DUES & PUBLICATIONS 261040 217711 43329 TRAINING COSTS 18672 15121 3551 MISC. PERSONNEL EXP. 14596 7512 7084 STATE SALES & USE TAXES 1492 746 746 21199689 17550366 3649323 0 5172653 8429694 1977256 3202946 412560 919893 704414 892122 443777 410845 54256 32932 78119804 92449020 5545631 4575130 428949 571500 92415523 111073237 3156232 3242353 3268374 3426446 5471553 4954028 11896159 11622827 X 80519364 99450410 80519364 99450410 92415523 111073237 10498880 8432166 0 X X 0 1 X 1 0 X 817061 817061 21031870 22514524 22768877 22561142 28359888 117236301 21848931 22514524 22768877 22561142 28359888 118053362 211667 1058333 681500 40000 1991500 15472223 567506 984893 868709 1101630 18994961 15472223 779173 2043226 1550209 1141630 20986461 97066901 1301694 1672371 2101457 2501875 2837772 10415169 1301694 1672371 2101457 2501875 2837772 10415169 41493 41493 23192118 24186895 24870334 25063017 31197660 128510024 0.75530 0.75370 0.08100 0.07100 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 41,493. 0 0 0 0 0 0 1 230971 0 0 230971 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: URAC'S CONTRACT LOBBYISTS HAVE REPRESENTED URAC'S INTERESTS BEFORE RESPECTIVE FEDERAL AND STATE LEGISLATIVE BODIES, APPLICABLE GOVERNMENT AGENCIES, AND OTHER STAKEHOLDERS. THEY HAVE PROVIDED STRATEGIC GUIDANCE AND CONSULTING SERVICES ON POLICY ISSUES RELATED TO ACCREDITATION. THIS GUIDANCE AND CONSULTING INCLUDES ITEMS SUCH AS FACILITATING MEETINGS WITH POLICYMAKERS AND STAFF, DEVELOPING AND EXECUTING A LEGISLATIVE STRATEGY, ASSISTING WITH REQUIRED LOBBYING FILINGS, AND AMENDING LEGISLATION, REGULATION AND/OR FORMAL GUIDANCE RELATED TO ACCREDITATION. 443777 410845 32932 32932 LEASE LIABILITY 4954028 4954028 X 39914794 8432166 8432166 31482628 215941 215941 31698569 20983748 0 20983748 215941 215941 21199689 PART X, LINE 2: URAC QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(2) OF THE IRC. FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, THERE WAS NO UNRELATED BUSINESS INCOME. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS; HOWEVER, THERE ARE CURRENTLY NO AUDITS PENDING OR IN PROGRESS BY THE IRS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2025 AND 2024, THE ORGANIZATION HAD NO ACCRUAL FOR INTEREST AND/OR PENALTIES. X X X X 0 0 0 1 0 0 0 0 0 SHAWN GRIFFIN PRESIDENT & CEO 490486 0 269817 0 0 0 21000 0 41206 0 822509 0 0 0 HOUEIDA SAAD GENERAL COUNSEL 379488 0 78502 0 0 0 21000 0 30188 0 509178 0 0 0 DAVID SOUDERS CHIEF FINANCIAL OFFICER 350688 0 70063 0 0 0 21000 0 2515 0 444266 0 0 0 MARGARET CORNETT CHIEF INFORMATION OFFICER 316523 0 69879 0 0 0 21000 0 35234 0 442636 0 0 0 DANIEL SPIRN VP, GOVERNMENT RELATIONS 306020 0 58573 0 0 0 21000 0 1439 0 387032 0 0 0 KAREN WATTS VP, ACCRED. & CLIENT SERVICE 300040 0 57991 0 0 0 21000 0 2838 0 381869 0 0 0 KURT ACKER DIRECTOR SALES 282100 0 6000 0 0 0 17378 0 3670 0 309148 0 0 0 ELENI THEODOROPOULOS VP, QUALITY, RESEARCH 203309 0 43400 0 0 0 15460 0 30284 0 292453 0 0 0 HEATHER BONOME DIRECTOR, PHARMACY 214646 0 35508 0 0 0 15559 0 23688 0 289401 0 0 0 JENNIFER RICHARDS SR. DIR. OF PRODUCT MANAGEMENT 192618 0 30888 0 0 0 14195 0 45110 0 282811 0 0 0 PART I, LINE 5 URAC REWARDS PERFORMANCE AND PROVIDES INCENTIVES TO EMPLOYEES WHEN URAC ACHIEVES AND/OR EXCEEDS ITS CORPORATE PERFORMANCE GOALS. THE CORPORATE PERFORMANCE GOALS INCLUDE CERTAIN FINANCIAL MEASURES. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FEDERAL FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM AND IS REVIEWED BY THE ACCOUNTING MANAGER. THE FEDERAL FORM 990 IS REVIEWED AND APPROVED BY THE CFO PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY STIPULATES THAT ALL URAC OFFICERS, EMPLOYEES, AGENTS, CONSULTANTS, AND COMMITTEE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IN ADDITION, THE CONFLICT OF INTEREST STATEMENT THAT EMPLOYEES SIGN PROVIDES THE FOLLOWING: WHENEVER SUCH A CONFLICT EXISTS, THE PERSON SHOULD WITHDRAW FROM THE SITUATION. THIS INCLUDES NOT PARTICIPATING IN ANY PHASE OF OR ACTIVITIES RELATED TO THE APPLICATION OR ACCREDITATION PROCESS WHERE THE PERSON HAS A VESTED INTEREST IN THE ACCREDITATION OUTCOME, WHETHER IT IS FOR OR AGAINST ACCREDITATION. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO AND ALL EMPLOYEES, URAC WORKED WITH A COMPENSATION CONSULTING COMPANY WHICH HELPED URAC SET ITS COMPENSATION LEVELS. THE COMPENSATION LEVELS WERE MARKET BASED AND GAVE CONSIDERATION TO JOB DESCRIPTIONS, SIZE OF THE ORGANIZATION, INDUSTRY. THIS CRITERION WAS TESTED FOR RELEVANCE AND REASONABLENESS IN THE MARKET PLACE. FORM 990, PART VI, SECTION C, LINE 19 URAC CURRENTLY MAKES CERTAIN GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND SUMMARY FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.