STRATEGY STUDIO / PUBLIC DATA EXPLORER

OCHIN INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OCHIN INC (EIN 20-0195556)
Tax period
2015-09-01 to 2016-08-31
Filed
2017-01-16
IRS object ID
201730169349300433
Schema version
2015v3.0
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)
Return2017-01-16T09:22:09-06:00ReturnTs
Tax Period End2016-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930743240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN STEWART & SCHMIDT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14900 MEADOWS ROAD STE 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970353295ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200195556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OCHIN INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOCHIBusinessNameControlTxt
Phone5039432500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 SW NAITO PARKWAYAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972015195ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABIGAIL SEARSPersonNm
Person TitleCEOPersonTitleTxt
Phone5039432500PhoneNum
Signature2017-01-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTORIA L BRYSONPreparerPersonNm
PTINP01243342PTIN
Phone5032205900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerABIGAIL SEARSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 SW NAITO PARKWAYAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972015195ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$44,411,400GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OCHIN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionCOLLABORATIVE EFFORT TO SUPPORT AND IMPROVE INFORMATION TECHNOLOGY SYSTEMS FOR PUBLIC HEALTH DEPARTMENTS AND NONPROFIT HEALTH CLINICS THAT SERVE VULNERABLE POPULATIONS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee289TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,910,833PYContributionsGrantsAmt
CY Contributions Grants$7,799,608CYContributionsGrantsAmt
PY Program Service Revenue$26,158,040PYProgramServiceRevenueAmt
CY Program Service Revenue$36,564,626CYProgramServiceRevenueAmt
PY Investment Income$4,548PYInvestmentIncomeAmt
CY Investment Income$2,556CYInvestmentIncomeAmt
PY Other Revenue$24,375PYOtherRevenueAmt
CY Other Revenue$44,610CYOtherRevenueAmt
PY Total Revenue$35,097,796PYTotalRevenueAmt
CY Total Revenue$44,411,400CYTotalRevenueAmt
PY Grants And Similar Paid$2,252,045PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$937,538CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,692,254PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,996,293CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$14,120,957PYOtherExpensesAmt
CY Other Expenses$17,748,636CYOtherExpensesAmt
PY Total Expenses$30,065,256PYTotalExpensesAmt
CY Total Expenses$38,682,467CYTotalExpensesAmt
PY Revenues Less Expenses$5,032,540PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,728,933CYRevenuesLessExpensesAmt
Total Assets BOY$28,490,204TotalAssetsBOYAmt
Total Assets EOY$35,887,133TotalAssetsEOYAmt
Total Liabilities BOY$14,821,939TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,489,950TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,668,265NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,397,183NetAssetsOrFundBalancesEOYAmt
MissionPROVIDING HEALTH INFORMATION TECHNOLOGY, SOFTWARE AND SERVICES EXCLUSIVELY FOR COMMUNITY HEALTH CLINICS AND SMALL PRACTICES SERVING THE MEDICALLY UNDERSERVED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$27,471,260ExpenseAmt
Grant$937,538GrantAmt
Revenue$36,609,236RevenueAmt
DescSERVED 95 COUNTY AND LOCAL HEALTH AND WELFARE CLINICS IN SUPPORTING AND IMPROVING THEIR INFORMATION TECHNOLOGY SYSTEMS.Desc
Total Program Service Expenses$27,471,260TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document47IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee289EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEAN WHITELEY-ROSS CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5039432500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 SW NAITO PARKWAYAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972015195ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BOB MARSALLI
FORMER CHAIR1.00Yes (X)$0$0$0
CRAIG HOSTETLER
DIRECTOR1.00Yes (X)$0$0$0
DENISE HONZEL
CHAIR1.00Yes (X)$0$0$0Yes (X)
DIAN COOPER
DIRECTOR1.00Yes (X)$0$0$0
GIL MUNOZ
DIRECTOR1.00Yes (X)$0$0$0
HERRMAN SPETZLER
DIRECTOR1.00Yes (X)$0$0$0
HOMER CHIN
DIRECTOR1.00Yes (X)$0$0$0
JEAN POLSTER
DIRECTOR1.00Yes (X)$0$0$0
DR JOHN SAULTZ
DIRECTOR1.00Yes (X)$0$0$0
MARIO GUTIERREZ
SECRETARY1.00Yes (X)$0$0$0Yes (X)
VANETTA ABDELLATIF
CHAIR ELECT1.00Yes (X)$0$0$0Yes (X)
KURT STANGE
DIRECTOR1.00Yes (X)$0$0$0
PHIL LAMB
TREASURER1.00Yes (X)$0$0$0Yes (X)
JOSH LEMIEUX
DIRECTOR1.00Yes (X)$0$0$0
BILL ADAMS
DIRECTOR1.00Yes (X)$0$0$0
ABIGAIL SEARS
CHIEF EXECUTIVE OFFICER40.00$284,245$0$21,134Yes (X)
PAUL MATTHEWS
CTO40.00$169,858$0$6,787Yes (X)
YEDDA TRAWICK
COO40.00$181,785$0$13,773Yes (X)
SEAN WHITELEY-ROSS
CFO40.00$226,807$0$13,309Yes (X)
CLAYTON GILLETT
DIRECTOR-OHITEC40.00$196,347$0$10,726Yes (X)
KIMBERLY KLUPENGER
VP BUSINESS DEVELOPMENT40.00$174,961$0$16,543Yes (X)
KEVIN GEOFFROY
VP EPIC OPERATIONS40.00$144,327$0$15,128Yes (X)
DANGELA MERRELL
MGR EDUCATION & TRAINING40.00$144,903$0$13,276Yes (X)
VANCE BAUER
DIRECTOR-PBRN OPERATIONS40.00$140,069$0$11,727Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,663,302TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$122,403TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K25IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CARADIGM HOLDINGS LLC
62698 COLLECTION CENTER DRIVECHICAGOIL606930626HARDWARE/SOFTWARE$369,896
GATEWAY EDI LLC
501 N BROADWAY 3RD FLST LOUISMO63102TRADE$198,650
CDW LLC
300 N MILWAUKEE AVEVERNON HILLSIL60061HARDWARE/SOFTWARE$140,508
NETRAVINE LLC
16116 SW DELINE CTBEAVERTONOR97007CONTRACTOR$116,366
NHR NEWCO HOLDING LLC
6500 HOLLISTER AVE STE 210SANTA BARBARACA93117TRADE$101,590
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$7,419,608GovernmentGrantsAmt
All Other Contributions$380,000AllOtherContributionsAmt
Total Contributions$7,799,608TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SERVICE REVENUE518210$33,566,318$33,566,318
CONTRACT REVENUE900099$2,813,133$2,813,133
SYMPOSIUM900099$185,175$185,175
FieldValueIRS element (for citing)
Total Program Service Revenue$36,564,626TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,556TotalRevenueColumnAmt
Exclusion$2,556ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$44,610TotalRevenueColumnAmt
Related Or Exempt Func Income$44,610RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$44,610OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,411,400TotalRevenueColumnAmt
Related Or Exempt Func Income$36,609,236RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,556ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$937,538TotalAmt
Program Services$937,538ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,100,672TotalAmt
Program Services$188,583ProgramServicesAmt
Management And General$912,089ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,388,432TotalAmt
Program Services$11,141,710ProgramServicesAmt
Management And General$4,246,722ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$480,865TotalAmt
Program Services$340,463ProgramServicesAmt
Management And General$140,402ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,960,574TotalAmt
Program Services$1,283,019ProgramServicesAmt
Management And General$677,555ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,065,750TotalAmt
Program Services$695,795ProgramServicesAmt
Management And General$369,955ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,569,457TotalAmt
Program Services$1,218,366ProgramServicesAmt
Management And General$351,091ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$414,300TotalAmt
Program Services$337,575ProgramServicesAmt
Management And General$76,725ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$436,561TotalAmt
Program Services$97,309ProgramServicesAmt
Management And General$339,252ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$860,892TotalAmt
Program Services$1,065ProgramServicesAmt
Management And General$859,827ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,562,871TotalAmt
Program Services$1,452,666ProgramServicesAmt
Management And General$110,205ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$227,702TotalAmt
Management And General$227,702ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,898,014TotalAmt
Program Services$3,298,754ProgramServicesAmt
Management And General$1,599,260ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$107,608TotalAmt
Management And General$107,608ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EPIC LICENSES$3,867,936$3,867,936
MAINTENANCE AND SUPPORT$3,617,615$2,606,799$1,010,816
BOARD EXPENSES$139,049$139,049
OTHER EXPENSES$71,467$3,682$67,785

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$24,836TotalAmt
Management And General-$24,836ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$38,682,467TotalAmt
Program Services$27,471,260ProgramServicesAmt
Management And General$11,211,207ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$820,435BOYAmt
EOY$4,139,627EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,763,701BOYAmt
EOY$744,622EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,760,000BOYAmt
EOY$4,083,337EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$44,038BOYAmt
EOY$10,555EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$921,676BOYAmt
EOY$1,005,638EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$44,415,501LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$19,680,518LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,484,394BOYAmt
EOY$24,734,983EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$27,790BOYAmt
EOY$13,953EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$668,170BOYAmt
EOY$1,154,418EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,490,204BOYAmt
EOY$35,887,133EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,904,440BOYAmt
EOY$3,058,994EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,159,053BOYAmt
EOY$4,975,059EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$5,615,630BOYAmt
EOY$6,720,383EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,142,816BOYAmt
EOY$1,735,514EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,821,939BOYAmt
EOY$16,489,950EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,668,265BOYAmt
EOY$19,397,183EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,668,265BOYAmt
EOY$19,397,183EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,490,204BOYAmt
EOY$35,887,133EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,728,933ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$15PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,996,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,064,704CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,310,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,910,833CurrentTaxYearMinus1YearAmt
Current Tax Year$7,799,608CurrentTaxYearAmt
Total$36,082,628TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,996,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,064,704CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,310,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,910,833CurrentTaxYearMinus1YearAmt
Current Tax Year$7,799,608CurrentTaxYearAmt
Total$36,082,628TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$36,082,628PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,278CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,548CurrentTaxYearMinus1YearAmt
Current Tax Year$2,556CurrentTaxYearAmt
Total$49,636TotalAmt
FieldValueIRS element (for citing)
Total Support$36,132,264TotalSupportAmt
Gross Receipts Rltd Activities$112,302,647GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99860PublicSupportCY170Pct
Public Support PY1700.99790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,415,501OtherCostOrOtherBasisAmt
Depreciation$19,680,518DepreciationAmt
Book Value$24,734,983BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,734,983TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED RENT$1,085,514
LINE OF CREDIT$650,000
FieldValueIRS element (for citing)
Total Liability$1,735,514TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationOCHIN HAS NO UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$139,885RESEARCH CONTRACT - PCORI IMPACCT
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051$57,729RESEARCH CONTRACT - PCORI ADVANCE
HCN
9064 NW 13TH TERRACEDORALFL33172900525658$161,838RESEARCH CONTRACT - PCORI ADVANCE II
KAISER FOUNDATION RESEARCH INSTITUTE
1800 HARRISON STREET 16TH FLOOROAKLANDCA946123433941105628$42,946RESEARCH CONTRACT - PCORI ADVANCE
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$54,898RESEARCH CONTRACT - PCORI ADVANCE I
VIRGINA COMMONWEALTH UNIVERSITY
BOX 843039RICHMONDVA232193039546001758$67,219RESEARCH CONTRACT - PCORI ADVANCE
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$212,124RESEARCH GRANT - PCORI ADVANCE II
FENWAY
1340 BOYLSION STBOSTONMA02215042510564$72,696RESEARCH CONTRACT - PCORI ADVANCE II
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051$32,071RESEARCH CONTRACT - PCORI ADVANCE II
FENWAY
1340 BOYLSION STBOSTONMA02215042510564$8,453RESEARCH CONTRACT - OHSU NIH PREVENT-D
HCN
9064 NW 13TH TERRACEDORALFL33172900525658$6,885RESEARCH CONTRACT - HARVARD PRIDE NET PCORI OBESITY
HCN
9064 NW 13TH TERRACEDORALFL33172900525658$26,907RESEARCH CONTRACT - OHSU NIH PREVENT-D
HCN
9064 NW 13TH TERRACEDORALFL33172900525658$21,107RESEARCH CONTRACT - OHSU NIH PACE
LEGACY RESEARCH INSTITUTE
1919 NW LOVEJOYPORTLANDOR972091503930386823$31,968RESEARCH CONTRACT - PCORI ADVANCE II

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationRECIPIENTS MUST APPLY AND USE GRANTS FOR PURPOSES THAT ARE INCLUDED IN EACH STATEMENT OF WORK INCLUDED IN THE GRANT AGREEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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
ABIGAIL SEARS
CHIEF EXECUTIVE OFFICER$284,245$0$0$0$0$0$9,683$0$11,451$0$305,379$0$0$0
PAUL MATTHEWS
CTO$169,858$0$0$0$0$0$525$0$6,262$0$176,645$0$0$0
YEDDA TRAWICK
COO$181,785$0$0$0$0$0$7,953$0$5,820$0$195,558$0$0$0
SEAN WHITELEY-ROSS
CFO$205,807$0$21,000$0$0$0$3,208$0$10,101$0$240,116$0$0$0
CLAYTON GILLETT
DIRECTOR-OHITEC$196,347$0$0$0$0$0$625$0$10,101$0$207,073$0$0$0
KIMBERLY KLUPENGER
VP BUSINESS DEVELOPMENT$157,261$0$17,700$0$0$0$6,442$0$10,101$0$191,504$0$0$0
KEVIN GEOFFROY
VP EPIC OPERATIONS$141,827$0$2,500$0$0$0$5,467$0$9,661$0$159,455$0$0$0
DANGELA MERRELL
MGR EDUCATION & TRAINING$144,153$0$750$0$0$0$5,531$0$7,745$0$158,179$0$0$0
VANCE BAUER
DIRECTOR-PBRN OPERATIONS$139,319$0$750$0$0$0$5,907$0$5,820$0$151,796$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT 990 IS REVIEWED AND APPROVED BY MANAGEMENT AND THE FINANCE COMMITTEE CHAIR. A COPY OF THE APPROVED FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST AGREEMENT IS REVIEWED AND SIGNED BY BOARD MEMBERS EACH YEAR. ANY RELATED PARTY TRANSACTIONS, WHICH MIGHT BE THE SOURCE OF A CONFLICT OF INTEREST, ARE DISCUSSED IN CONNECTION WITH THE REVIEW OF THE MONTHLY FINANCIALS BY THE BOARD FINANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE CEO'S SALARY BASED ON PERFORMANCE AND COMPARABLE MARKET SALARIES. THE CEO USES THIS SAME PROCESS TO PREPARE THE EMPLOYMENT COMPENSATION OF OTHER EXECUTIVES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, SECTION XII, LINE 2C:THE PROCESS FOR REVIEWING FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OCHIN PRACTICE SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 SW NAITO PARKWAYAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97201ZIPCd
FieldValueIRS element (for citing)
EIN451677876EIN
Primary ActivitiesOPERATIONS SUPPORTPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11B, IIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OCHIN PRACTICE SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeDTransactionTypeTxt
Involved$95,414InvolvedAmt
Method Of Amount DeterminationACTUAL AMOUNTMethodOfAmountDeterminationTxt