STRATEGY STUDIO / PUBLIC DATA EXPLORER

OCHIN INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
OCHIN INC (EIN 20-0195556)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-04-14
IRS object ID
201631059349300713
Schema version
2014v6.0
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)
Return2016-04-14T09:39:37-05:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

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 Begin2014-09-01TaxPeriodBeginDt

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
Signature2016-04-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTORIA L BRYSONPreparerPersonNm
PTINP01243342PTIN
Phone5032205900PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$35,097,796GrossReceiptsAmt
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 Employee238TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,310,889PYContributionsGrantsAmt
CY Contributions Grants$8,910,833CYContributionsGrantsAmt
PY Program Service Revenue$19,833,879PYProgramServiceRevenueAmt
CY Program Service Revenue$26,158,040CYProgramServiceRevenueAmt
PY Investment Income$9,278PYInvestmentIncomeAmt
CY Investment Income$4,548CYInvestmentIncomeAmt
PY Other Revenue$26,665PYOtherRevenueAmt
CY Other Revenue$24,375CYOtherRevenueAmt
PY Total Revenue$26,180,711PYTotalRevenueAmt
CY Total Revenue$35,097,796CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,252,045CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,199,685PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,692,254CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,485,036PYOtherExpensesAmt
CY Other Expenses$14,120,957CYOtherExpensesAmt
PY Total Expenses$25,684,721PYTotalExpensesAmt
CY Total Expenses$30,065,256CYTotalExpensesAmt
PY Revenues Less Expenses$495,990PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,032,540CYRevenuesLessExpensesAmt
Total Assets BOY$23,981,186TotalAssetsBOYAmt
Total Assets EOY$28,490,204TotalAssetsEOYAmt
Total Liabilities BOY$15,835,146TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,821,939TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,146,040NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,668,265NetAssetsOrFundBalancesEOYAmt
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$21,483,384ExpenseAmt
Grant$2,252,045GrantAmt
Revenue$26,182,415RevenueAmt
DescSERVED 96 COUNTY AND LOCAL HEALTH AND WELFARE CLINICS IN SUPPORTING AND IMPROVING THEIR INFORMATION TECHNOLOGY SYSTEMS.Desc
Total Program Service Expenses$21,483,384TotalProgramServiceExpensesAmt
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 Document50IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee238EmployeeCnt
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 (25 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)
CRYSTAL CLARK
DIRECTOR1.00Yes (X)$0$0$0
JOSH LEMIEUX
DIRECTOR1.00Yes (X)$0$0$0
ABIGAIL SEARS
CHIEF EXECUTIVE OFFICER40.00$289,819$0$30,645Yes (X)
SEAN WHITELEY-ROSS
CFO40.00$225,599$0$26,656Yes (X)
PAUL MATTHEWS
CTO40.00$159,936$0$18,102Yes (X)
TIMOTHY BURDICK
CHIEF MEDICAL INFO OFFICER40.00$173,357$0$31,440Yes (X)
YEDDA TRAWICK
COO40.00$155,375$0$20,352Yes (X)
CLAYTON GILLETT
DIRECTOR-OHITEC40.00$202,722$0$25,368Yes (X)
KIMBERLY KLUPENGER
VP BUSINESS DEVELOPMENT40.00$142,539$0$27,224Yes (X)
KEVIN GEOFFROY
VP EPIC OPERATIONS40.00$144,835$0$29,290Yes (X)
DANGELA MERRELL
MGR EDUCATION & TRAINING40.00$145,330$0$23,836Yes (X)
JONATHAN MERRELL
VP-PERFORMANCE IMPROVEMENT40.00$171,256$0$20,998Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,810,768TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$253,911TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K27IndivRcvdGreaterThan100KCnt
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
GATEWAY EDI LLC
501 N BROADWAY 3RD FLST LOUISMO63102CLAIMS DATA PROCESSOR$1,108,728
MFH 1881 LLC
838 SW FIRST AVE STE 210PORTLANDOR97204RENT$787,553
CDW LLC
300 N MILWAUKEE AVEVERNON HILLSIL60061CONSULTING AND LICENSING$309,051
CARADIGM
CITY CENTER 500 - 108TH AVE NE STEBELLEVUEWA98004CONSULTING AND LICENSING$166,843
MILLER NASH LLP
PO BOX 3585PORTLANDOR972083585CONSULTING$165,747
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$8,910,833GovernmentGrantsAmt
Total Contributions$8,910,833TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SERVICE REVENUE518210$25,962,959$25,962,959
SYMPOSIUM900099$195,081$195,081
FieldValueIRS element (for citing)
Total Program Service Revenue$26,158,040TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,548TotalRevenueColumnAmt
Exclusion$4,548ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$24,375TotalRevenueColumnAmt
Related Or Exempt Func Income$24,375RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,375OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,097,796TotalRevenueColumnAmt
Related Or Exempt Func Income$26,182,415RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,548ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,252,045TotalAmt
Program Services$2,252,045ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,208,872TotalAmt
Program Services$472,050ProgramServicesAmt
Management And General$736,822ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,085,807TotalAmt
Program Services$7,440,699ProgramServicesAmt
Management And General$2,645,108ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$514,407TotalAmt
Program Services$362,688ProgramServicesAmt
Management And General$151,719ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,366,183TotalAmt
Program Services$1,016,369ProgramServicesAmt
Management And General$349,814ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$516,985TotalAmt
Program Services$345,046ProgramServicesAmt
Management And General$171,939ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,188,728TotalAmt
Program Services$809,213ProgramServicesAmt
Management And General$379,515ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$313,348TotalAmt
Program Services$222,548ProgramServicesAmt
Management And General$90,800ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$365,826TotalAmt
Program Services$85,124ProgramServicesAmt
Management And General$280,702ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$911,064TotalAmt
Management And General$911,064ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$790,609TotalAmt
Program Services$713,083ProgramServicesAmt
Management And General$77,526ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$294,295TotalAmt
Management And General$294,295ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,192,134TotalAmt
Program Services$2,655,251ProgramServicesAmt
Management And General$1,536,883ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$130,774TotalAmt
Management And General$130,774ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EPIC LICENSES$2,988,952$2,988,952$0
MAINTENANCE AND SUPPORT$2,807,896$2,114,412$693,484
OTHER EXPENSES$125,381$5,904$119,477
BOARD EXPENSES$19,167$0$19,167

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$7,217TotalAmt
Management And General-$7,217ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,065,256TotalAmt
Program Services$21,483,384ProgramServicesAmt
Management And General$8,581,872ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$378,446BOYAmt
EOY$820,435EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,307,599BOYAmt
EOY$1,763,701EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,949,285BOYAmt
EOY$3,760,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$95,741BOYAmt
EOY$44,038EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$353,563BOYAmt
EOY$921,676EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$35,402,699LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,918,305LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,508,490BOYAmt
EOY$20,484,394EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$46,957BOYAmt
EOY$27,790EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,341,105BOYAmt
EOY$668,170EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,981,186BOYAmt
EOY$28,490,204EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,134,824BOYAmt
EOY$2,904,440EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,783,103BOYAmt
EOY$5,159,053EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$6,687,366BOYAmt
EOY$5,615,630EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,229,853BOYAmt
EOY$1,142,816EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,835,146BOYAmt
EOY$14,821,939EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,146,040BOYAmt
EOY$13,668,265EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,146,040BOYAmt
EOY$13,668,265EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,981,186BOYAmt
EOY$28,490,204EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,032,540ReconcilationRevenueExpnssAmt
Prior Period Adjustments$489,685PriorPeriodAdjustmentsAmt
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$6,882,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,996,594CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,064,704CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,310,889CurrentTaxYearMinus1YearAmt
Current Tax Year$8,910,833CurrentTaxYearAmt
Total$35,165,655TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,882,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,996,594CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,064,704CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,310,889CurrentTaxYearMinus1YearAmt
Current Tax Year$8,910,833CurrentTaxYearAmt
Total$35,165,655TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$35,165,655PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,278CurrentTaxYearMinus1YearAmt
Current Tax Year$4,548CurrentTaxYearAmt
Total$73,300TotalAmt
FieldValueIRS element (for citing)
Total Support$35,238,955TotalSupportAmt
Gross Receipts Rltd Activities$86,821,774GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99790PublicSupportCY170Pct
Public Support PY1700.99720PublicSupportPY170Pct
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$35,402,699OtherCostOrOtherBasisAmt
Depreciation$14,918,305DepreciationAmt
Book Value$20,484,394BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,484,394TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$1,142,816Amt
FieldValueIRS element (for citing)
Total Liability$1,142,816TotalLiabilityAmt
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 Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$227,932RESEARCH CONTRACT - PCORI IMPACCT
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$44,901RESEARCH GRANT - KAISER CHARN II
AMERICAN ACADEMY OF FAMILY PHYSICIANS
11400 TOMAHAWK CREEK PARKWAYLEAWOODKS66211440536051$140,483RESEARCH CONTRACT - PCORI ADVANCE
HCN
9064 NW 13TH TERRACEDORALFL33172900525658$728,509RESEARCH CONTRACT - PCORI ADVANCE
KAISER FOUNDATION RESEARCH INSTITUTE
1800 HARRISON STREET 16TH FLOOROAKLANDCA946123433941105628$213,406RESEARCH CONTRACT - PCORI ADVANCE
LEGACY RESEARCH INSTITUTE
1919 NW LOVEJOYPORTLANDOR972091503930386823$248,889RESEARCH CONTRACT - PCORI ADVANCE
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$295,509RESEARCH CONTRACT - PCORI ADVANCE
VIRGINA COMMONWEALTH UNIVERSITY
BOX 843039RICHMONDVA232193039546001758$84,281RESEARCH CONTRACT - PCORI ADVANCE
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$74,068RESEARCH GRANT - ROBERT WOOD JOHNSON ALTERNATIVE PAYMENT METHODS
FENWAY
1340 BOYLSION STBOSTONMA02215042510564$188,567RESEARCH CONTRACT - PCORI ADVANCE
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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 (10 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$289,819$0$0$0$0$0$15,866$0$14,779$0$320,464$0$0$0
SEAN WHITELEY-ROSS
CFO$223,599$0$2,000$0$0$0$6,288$0$20,368$0$252,255$0$0$0
PAUL MATTHEWS
CTO$159,936$0$0$0$0$0$4,200$0$13,902$0$178,038$0$0$0
TIMOTHY BURDICK
CHIEF MEDICAL INFO OFFICER$173,357$0$0$0$0$0$11,833$0$19,607$0$204,797$0$0$0
YEDDA TRAWICK
COO$155,375$0$0$0$0$0$10,199$0$10,153$0$175,727$0$0$0
CLAYTON GILLETT
DIRECTOR-OHITEC$202,722$0$0$0$0$0$5,000$0$20,368$0$228,090$0$0$0
KIMBERLY KLUPENGER
VP BUSINESS DEVELOPMENT$142,539$0$0$0$0$0$7,525$0$19,699$0$169,763$0$0$0
KEVIN GEOFFROY
VP EPIC OPERATIONS$141,835$0$3,000$0$0$0$9,062$0$20,228$0$174,125$0$0$0
DANGELA MERRELL
MGR EDUCATION & TRAINING$144,330$0$1,000$0$0$0$9,750$0$14,086$0$169,166$0$0$0
JONATHAN MERRELL
VP-PERFORMANCE IMPROVEMENT$171,256$0$0$0$0$0$10,893$0$10,105$0$192,254$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 (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
OCHIN PRACTICE SERVICES
D$95,239ACTUAL AMOUNT
OCHIN PRACTICE SERVICES
Q$70,015ACTUAL AMOUNT