2026-02-12T15:26:25-06:00 2025-09-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-10-01 010349706 Onpoint Health Data ONPO 2074300658 12 Mountfort Street 201 Portland ME 04101 James Harrison President & CEO 2074300658 2026-02-12 1 0 Connor Smart P02285543 2078792100 2026-02-05 2024 2025-03-06 01:10:19Z X X 36643366 X X 801717 801717 801717 221134 13221952 221134 6031 25251532 0 25251532 26274383 1022851 26059280 1115449 0 103917 1011532 9761226 0 909371 8851855 1587334 0 147878 1439456 60171 0 5339 54832 24950 12475 13582 11368 1859907 36216 198019 1661888 1877 0 1408 469 17666 0 0 0 331557 0 83073 1048550 0 88648 959902 289953 0 162345 127608 3900476 0 288388 3197256 19999116 48691 2001968 17316166 12672 12672 20011788 48691 2001968 17328838 6262595 974160 24057312 3998042 8025093 8025093 3669698 698535 698535 4569153 4955752 4569153 4569153 374344 588600 588600 0 5670126 5670126 0 427247 427247 11088111 11004298 11004298 2452179 1785397 726487 666782 666782 4896399 4993532 4993532 29708833 36643366 36643366 2565427 2929780 4779223 4744558 7344650 7674338 X 22364183 28969028 22364183 28969028 29708833 36643366 22364183 6262595 342250 28969028 0 28969028 Disposal of office equipment P 266 9190 -8924 -8924 Publicly traded securities - long-term 6185843 5961816 224027 224027 Publicly traded securities - short-term 2024-10-01 2025-09-30 7035843 7029812 6031 6031 221134 6031 13541 0 13541 0 13541 7000 0 0 0 7000 248 6789 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 1 0 0 0 1 www.onpointhealthdata.org Benjamin Parks-Stamm 2074300658 12 Mountfort Street 201 Portland ME 04101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James Harrison 12 Mountfort Street Suite 201 Portland ME 04101 President and CEO 41.00 586617 154217 0 Benjamin Parks-Stamm 12 Mountfort Street Suite 201 Portland ME 04101 Chief Financial Officer 41.00 334095 40520 0 Erin Fuse Brown 12 Mountfort Street Suite 201 Portland ME 04101 Director 1.00 0 0 0 Maureen Conley 12 Mountfort Street Suite 201 Portland ME 04101 Director 1.00 0 0 0 Patrick Gerdes 12 Mountfort Street Suite 201 Portland ME 04101 Director 1.00 0 0 0 Tracy Johnson PhD 12 Mountfort Street Suite 201 Portland ME 04101 Director (start 12/2024) 1.00 0 0 0 Joshua Liao MD 12 Mountfort Street Suite 201 Portland ME 04101 Director 1.00 0 0 0 David Wennberg MD MPH 12 Mountfort Street Suite 201 Portland ME 04101 Director (start 1/2025) 1.00 0 0 0 Bill Whitmore 12 Mountfort Street Suite 201 Portland ME 04101 Director 1.00 0 0 0 Jeff Yuan 12 Mountfort Street Suite 201 Portland ME 04101 Director 1.00 0 0 0 Anneliese Gerland 12 Mountfort Street Suite 201 Portland ME 04101 Director, Past Chair 1.00 0 0 0 Rachel Block 12 Mountfort Street Suite 201 Portland ME 04101 Director, Chair 1.00 0 0 0 Beth Virnig PhD MPH 12 Mountfort Street Suite 201 Portland ME 04101 Director, Vice Chair 1.00 0 0 0 Greg McCarthy 12 Mountfort Street Suite 201 Portland ME 04101 Director, Treasurer 1.00 0 0 0 Deb Deatrick 12 Mountfort Street Suite 201 Portland ME 04101 Director, Secretary 1.00 0 0 0 Joanna Duncan 12 Mountfort Street Suite 201 Portland ME 04102 Chief Operating Offi 40.00 354391 51479 0 Devon Holgate 12 Mountfort Street Suite 201 Portland ME 04105 Chief Technology Off 40.00 272668 23368 0 Shuan Mahmoodi 12 Mountfort Street Suite 201 Portland ME 04104 Principal Systems De 40.00 266105 24579 0 Jeffery Spaulding 12 Mountfort Street Suite 201 Portland ME 04105 Director of Communic 40.00 227670 24037 0 Amy Kinner 12 Mountfort Street Suite 201 Portland ME 04103 Senior Director of H 40.00 228657 15298 0 56 Amazon Web Services Inc 410 Terry Avenue North Seattle WA 98109 IT cloud hosting services 2576021 Integrated Healthcare Association 180 Grand Avenue 1365 Oakland CA 94612 Consulting services 530600 Audacious Inquiry LLC 5523 Research Park Drive 370 Catonsville MD 21228 IT consulting 321204 Passerelle Corp 169 Ocean Street Suite 205 South Portland ME 04106 IT consulting 274890 X by 2 LLC 35055 W 12 Mile Road Farmington Hills MI 48331 IT consulting and design 261842 12 Onpoint Health Data focuses its activities on developing and maintaining health care databases and providing analytic services to enable insight into and evaluation of the performance of health systems, the health of the population, and the impact of health policy and program changes. The availability of these data and analyses benefits the policymakers, providers, purchasers and consumers of health care, and the substantial majority of services provided by Onpoint is either to or for the benefit of government agencies, researchers, or health care institutions. 17685087 0 14779053 6990864 0 21769917 0 0 21769917 326549 21443368 1072168 X 17328838 0 324555 17653393 2025-05-06 X 1072168 605400 421751 311081 2410400 911343 514590 358488 264419 2048840 17653393 16488454 13339249 10122323 57603419 12672 0 0 0 12672 17640721 16488454 13339249 10122323 57590747 0 0 714779 403600 281167 207387 1606933 0 0 0 0 X Animal Refuge League of Greater Portland 217 Landing Road Westbrook ME 04092 N/A PC General support. 100 Maine Needs 2385 Congress Street Portland ME 04102 N/A PC General support. 1320 United Way of Greater Portland (aka United Way of Southern Maine) 550 Forest Avenue Portland ME 04101 N/A PC General support. 9302 World Central Kitchen PO Box 96538 Washington DC 20090 N/A PC General support. 1950 12672 0 14 801717 18 221134 Contracted services 25251532 0 1022851 25251532 26274383 1 The Organization generates revenue from multiple program-services that contribute to the accomplishment of the Organization's exempt mission. Onpoint Health Data's mission is to deliver independent, reliable, and insightful health data solutions to clients nationwide. Accordingly, Related or Exempt Function Income reported on the Organization's Form 990-PF, Page 1, Line 11 is the result of the Organization's efforts to build, implement, and maintain electronic databases, portals, and resources for health care policymakers and researchers. 0 0 0 0 0 0 0 0 0 0 Accounting, auditing, and tax prep 24950 12475 13582 11368 Microsoft Corp Bond 594918BJ2 9990 9990 Trustees of Princeton Taxable Bond 89837LAD7 98647 98647 Standford Taxable Bond 85440KAC8 95897 95897 Johnson & Johnson Bond 478160DH4 127483 127483 Harvard Taxable Bond 740816AK9 95230 95230 5670126 5670126 0 0 20610.99 units GQGIX FMV 361723 361723 9160.28 units BGLKX FMV 378411 378411 7812.57 units DFSVX FMV 391957 391957 1056.541 units FXAIX FMV 246132 246132 7755.998 units GSAJX FMV 129680 129680 23079.162 units GIBIX FMV 557823 557823 18025.482 units GIOIX FMV 450817 450817 14835.984 units WCMEX FMV 287225 287225 32822.757 units MWTIX FMV 302626 302626 40363.269 units FXBYX FMV 403633 403633 4772.509 units VPMAX FMV 937512 937512 85909.97 units VBTLX FMV 839340 839340 8333.123 units VTRIX FMV 387990 387990 25632.28 units VTMGX FMV 494703 494703 47127.417 units VCOBX FMV 858662 858662 77000 units VMFXX FMV 77000 77000 77000 units VMRXX FMV 77000 77000 12000 units CGGR FMV 527040 527040 100000 units CGDV FMV 420300 420300 4000 units AGG FMV 401000 401000 5000 units INDA FMV 260300 260300 4000 units EDV FMV 273800 273800 9000 units BND FMV 669330 669330 2000 units VSS FMV 285100 285100 5000 units VT FMV 689000 689000 1400 units VBR FMV 292194 292194 2000 units VMFXX FMV 2000 2000 2000 units VMRXX FMV 2000 2000 Legal services 60171 0 5339 54832 Intangible asets (net) 357350 430530 430530 Reserved retirement funds 331500 596235 596235 Operating lease right-of-use assets 4207549 3918502 3918502 Accrued interest on investments 0 48265 48265 Information technology 3434689 0 30577 3404112 Supplies and other 112831 0 84652 28179 Repairs and maintenance 190912 0 16140 174772 Telephone and postage 72665 0 67640 5025 Advertising 89379 0 89379 0 Accural-to-cash adjustment 0 0 0 -414832 Contracted services 25251532 25251532 Unrealized gains on investments 342250 Deferred compensation plan obligations 331500 596235 Operating lease liabilities 4447723 4143566 Deferred excise tax liabilities 0 4757 Contracted services 1823691 0 161803 1661888 Investment management 36216 36216 36216 0 Excise tax 17666 0 0 0