named programs · 3 · from sources
What they call their work
Customized Training and Consulting
Provides tailored in-person or online consultation and training for operational and leadership teams in government and nonprofit organizations
InterOptimability Training and Certification Curriculum (ITCC)
Web-based training program offering courses on interoperability, privacy, consent, confidentiality, and organizational change management; leads to Certified InterOptimability Professional (CIP) designation
National Action Agenda (NAA) Symposium
Annual symposium convening leaders from public and private sectors to advance upstream social determinants and health equity
activities · 5 groups
What they do
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Community Health Equity Initiatives 1 activity
- Advocates for policy and cultural change to support interoperability in health and human servicesEngages in advocacy efforts to modernize health and human services systems by promoting cultural, operational, and political change. Works with government jurisdictions, judiciary, and private organizations to improve information-sharing capacity and advance systemic reform.
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SDG Advancement & Global Advocacy 1 activity
- Co-designs and collaborates on cross-sector initiatives with public and private partnersPartners with government agencies, foundations, nonprofits, and academic institutions—such as Stanford University—to co-host events, develop agendas, and advance progress on health equity and social determinants through collaborative action.
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Leadership & Policy Dialogue Forums 1 activity
- Hosts national and regional symposia and convenings for cross-sector collaborationOrganizes national symposia and custom regional conferences that bring together leaders from public and private sectors to advance interoperability, information-sharing, and systemic change. Events include expert presentations, workshops, panel discussions, and graphic facilitation, with past gatherings engaging over 2,500 participants.
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Professional Certification and Continuing Education 1 activity
- Provides education, training, and capacity building on interoperability and information-sharingOffers structured courses, train-the-trainer programs, and customized training for professionals and leadership teams on InterOptimability, information privacy, consent management, and systems change. Includes a foundational three-part InterOptimability course with certification, cohort-based learning, and online or in-person delivery.
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Uncategorized 2 activities
- Conducts research on information-sharing and systemic change in health and human servicesDevelops conceptual models, methodologies, and research reports to advance knowledge on consent-to-share frameworks, interoperability, and cross-sector information exchange. This includes producing the InterOptimability methodology and publishing reports such as "Modernizing Consent to Advance Health and Equity."
- Operates the National Interoperability Collaborative (NIC) as a cross-sector community of practiceManages the NIC to promote information-sharing and collaboration across health, human services, public health, education, and public safety. Provides access to the NIC Collaboration Hub to facilitate engagement and supports partnerships at local, state, and national levels, particularly for underserved populations.
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financials · form 990 · fy2025
revenue
Total revenue$79K
Contributions & grants$760%
Program service revenue$79K100%
Investment income$00%
Other revenue$0
expenses
Total expenses$62K
Program expenses87%
Admin / overhead13%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineFacilities
balance sheet
Total assets$47K
Cash$47K
Investments$0
Liabilities$38K
Net assets$9K
Liquid reserves9.3 mo
6 years on record · 2020–2025 · YoY revenue -62.2%
relationships · 27
Who they work with
- Annie E. Casey Foundation Partner — Professional collaboration through prior work with the Annie E. Casey Foundation in child welfare and human services reform.
- Aspiranet Partner — Co-founded and served as CEO of Aspiranet, a private child welfare agency, and developed nationally recognized programs through this organization.
- Cúram Software Partner — Leadership and research collaboration through strategic initiatives and creation of the Cúram Research Institute for social service delivery innovation.
- Deloitte Consulting LLP Partner — Professional collaboration through prior work with Deloitte Consulting, supporting change management in public sector human services.
- Employment and Social Development Canada Government — Government advisory role as Special Advisor supporting transformation initiatives in social programs.
- Flickr Partner — Platform for organizational photo sharing
- Foundations Partner — Provides education and assistance to foundations on information utilization.
- George Washington University Partner — Academic collaboration through adjunct faculty role and educational engagement in public service and information technology.
- Government Jurisdictions Partner — Works with government jurisdictions to enhance their ability to share and utilize information.
- Human Services 2.0 Network — Stewards of Change Institute developed and promotes the Human Services 2.0™ Theory of Change as a foundational framework.
- IBM Watson Health Partner — Strategic collaboration in health and human services through leadership role in social and health programs at IBM Watson Health.
- Judiciary Partner — Engages with the judiciary to support improved information sharing and utilization.
- LinkedIn Partner — Platform for organizational presence and updates
- Montgomery County Department of Health and Human Services Partner — Leadership collaboration through board membership with Stewards of Change Institute, with shared focus on integration and interoperability in health and human services.
- NIC Collaboration Hub Partner — Platform for facilitating conversations and collaboration among members of the National Interoperability Collaborative.
- National Council of Juvenile and Family Court Judges Association Partner — Board member involvement and judicial leadership collaboration through shared focus on juvenile justice, data sharing, and treatment courts.
- National Interoperability Collaborative Coalition — SOCI produces publications through its National Interoperability Collaborative (NIC).
- Network for Public Health Law Partner — Provided legal and research contributions to the development of the Managing Information Privacy & Consent course.
- Not for Profits Partner — Supports nonprofit organizations in developing their information-sharing capabilities.
- Private Businesses Partner — Collaborates with private businesses to advance information-sharing practices.
- Stanford University Partner — Partnered with Stewards of Change Institute to host the National Action Agenda Symposium to Advance Upstream Social Determinants and Health Equity.
- Stewards of Change Institute Partner — Collaborative work with partners across the US to develop a consent-to-share model.
- Stewards of Change™ Consultancy Partner — Nonprofit offshoot of the Stewards of Change Consultancy
- Twitter Partner — Platform for organizational presence and updates
- YouTube Partner — Platform for organizational video content
- sponsors Partner — Collaborates with sponsors to design regional conference agendas
- stakeholders Partner — Collaborates with stakeholders to design regional conference agendas
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Catalytic Leadership and Collective Impact for Systemic Changemethodology: catalytic_leadership_collective_impactBy fostering catalytic leadership and multi-sector partnerships, the organization accelerates systemic change, because inspired leadership combined with collective action across government, nonprofits, and foundations overcomes siloed efforts and drives transformation at scale.
- Cross-Sector Information Sharing as a Foundation for Person-Centered Caremethodology: cross_sector_information_sharingBy enabling responsible, consent-based information sharing across health, human services, and social determinants sectors, the organization improves whole-person outcomes, because coordinated access to data reduces fragmentation and supports timely, holistic interventions.
- Human Services 2.0 Framework for Systemic Integrationmethodology: human_services_2_0By applying the Human Services 2.0™ framework and its Theory of Change, the organization enables organizations to integrate and optimize health and human services systems, because structured organizational change drivers and interoperability principles produce more adaptive, person-centered care ecosystems.
- InterOptimability for Integrated Decision-Makingmethodology: interoptimabilityBy using InterOptimability, organizations can leverage integrated data infrastructure to improve decision-making and service coordination, because aligning technical, organizational, and policy domains enables more responsive and person-centered systems of care.
- Research-Informed Systems Transformationmethodology: research_informed_designBy grounding program design and policy advocacy in research and international best practices, the organization drives innovation in health and human services, because evidence-based strategies increase the likelihood of scalable, sustainable improvements.