2025-03-05T11:05:19-06:00 2024-08-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-09-01 200195556 OCHIN INC OCHI 5039432500 PO BOX 5426 PORTLAND OR 972285426 BRENDA GARSKE CFO 5039432500 2025-02-28 1 1 WENDY CAMPOS P00448102 5032421447 2025-02-28 2023 2025-03-06 01:10:19Z BRENDA GARSKE PO BOX 5426 PORTLAND OR 972285426 273772481 0 X WWW.OCHIN.ORG X 2003 OR OCHIN IS A NONPROFIT HEALTH CARE INNOVATION CENTER DESIGNED TO PROVIDE KNOWLEDGE SOLUTIONS THAT PROMOTE QUALITY, AFFORDABLE HEALTH CARE FOR ALL. 18 18 1273 20 0 0 18825287 34317494 183201047 239442761 3914 12226 910589 0 202940837 273772481 1590025 707430 0 0 122194562 137104597 0 0 0 71094645 104458563 194879232 242270590 8061605 31501891 155858915 194558086 107379487 118993631 48479428 75564455 PROVIDING HEALTH INFORMATION TECHNOLOGY, SOFTWARE AND SERVICES EXCLUSIVELY FOR COMMUNITY HEALTH CLINICS AND SMALL PRACTICES SERVING THE MEDICALLY UNDERSERVED. 0 0 184405967 707430 239442761 SERVED 500 COUNTY AND LOCAL HEALTH AND WELFARE CLINICS IN SUPPORTING AND IMPROVING THEIR INFORMATION TECHNOLOGY SYSTEMS. 184405967 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 253 0 1 1273 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA X BRENDA GARSKE 5039432500 PO BOX 5426 PORTLAND OR 972285426 MICHAEL GIFFORD CHAIR 1.00 2.00 X X 0 0 0 ELIZABETH GIBBONEY PAST CHAIR 1.00 2.00 X X 0 0 0 DENISE RODGERS MD CHAIR-ELECT 1.00 2.00 X X 0 0 0 KEVIN HART SECRETARY 1.00 2.00 X X 0 0 0 JEAN POLSTER SECR TILL 12/23, DIR TILL 5/24 1.00 2.00 X X 0 0 0 TOM ANDRIOLA TREASURER 1.00 2.00 X X 0 0 0 KIM SCHWARTZ MEMBER AT LARGE 1.00 2.00 X X 0 0 0 GIL MUNOZ MEMBER AT LARGE TILL 12/23, DIR 1.00 2.00 X X 0 0 0 VIGNETTA CHARLES PHD DIRECTOR 1.00 2.00 X 0 0 0 HOMER CHIN MD DIRECTOR 1.00 2.00 X 0 0 0 MICHELLE GONZALES DIRECTOR 1.00 2.00 X 0 0 0 MARC HACKETT DIRECTOR 1.00 2.00 X 0 0 0 SUMMER KIRBY DIRECTOR 1.00 0.00 X 0 0 0 SARANYA LOEHRER MD DIRECTOR 1.00 2.00 X 0 0 0 JULIE MARTINEZ-ORTEGA JD PHD DIRECTOR 1.00 2.00 X 0 0 0 PAMELA RILEY MD DIRECTOR 1.00 2.00 X 0 0 0 AARON TODD DIRECTOR 1.00 2.00 X 0 0 0 WILLIE WHITE III DIRECTOR 1.00 0.00 X 0 0 0 GREG YOUNG DIRECTOR 1.00 2.00 X 0 0 0 FIKRU LEMU NIGUSSE DIRECTOR TILL 4/24 1.00 2.00 X 0 0 0 ABIGAIL SEARS CHIEF EXECUTIVE OFFICER 40.00 7.00 X 577138 0 90614 BRENDA GARSKE CHIEF FINANCIAL OFFICER 40.00 7.00 X 259524 0 42288 KIMBERLY KLUPENGER CHIEF EXPERIENCE OFFICER 40.00 5.00 X 537552 0 41523 JAMES MALDONADO CORPORATE COUNSEL 40.00 5.00 X 355651 0 29187 JULIE VAILS INTERIM CHIEF MEDICAL OFFICER 40.00 0.00 X 340186 0 44752 JENNIFER STOLL CHIEF OF EXTERNAL AFFAIRS 40.00 0.00 X 288035 0 39832 KEVIN GEOFFROY EVP, REVENUE CYCLE SERVICES 40.00 0.00 X 286595 0 31746 KATHLEEN ELLINGTON CHIEF OPERATIONS OFFICER 40.00 0.00 X 270363 0 31142 LISA MAY CHIEF OF PEOPLE & CULTURE 40.00 0.00 X 267368 0 33053 LAURA HASTINGS-BROOKS CHIEF STRATEGY & COMM OFFICER 40.00 0.00 X 230839 0 29526 SCOTT FIELDS CHIEF MEDICAL OFFICER 20.00 0.00 X 220978 0 19543 JESSICA JANOTA VP EHR OPERATIONS 40.00 0.00 X 465477 0 19467 STACIE CARNEY SENIOR MEDICAL INFORMATICIST 32.00 0.00 X 314697 0 12469 MARY DALLAS MANAGER, MEDICAL INFORMATICS 40.00 0.00 X 298915 0 10248 ANISHA ABDUL-ALI VP POPULATION HEALTH AND DATA EVAL 40.00 0.00 X 277876 0 10699 LAUREN ALDERSON INTERIM CHIEF MEDICAL INFO OFFICER 40.00 0.00 X 277033 0 31067 5268227 0 517156 478 0 1 0 OPTIMUM HEALTHCARE IT LLC PO BOX 741383 ATLANTA GA 30374 STAFFING 2733918 MEDIX STAFFING SOLUTIONS LLC 7839 SOLUTION CR CHICAGO IL 60677 STAFFING 556583 NORDIC CONSULTING PARTNERS INC MSC 7579 PO BOX 41500 NASHVILLE TN 37241 SOFTWARE CONSULTING 542500 ROBERT HALF FINANCE & ACCOUNTING PO BOX 743295 LOS ANGELES CA 90074 STAFFING 296954 GARDNER RESOURCE CONSULTING LLC 160 E VIRGINIA ST SAN JOSE CA 95112 STAFFING 276345 11 23778325 10539169 34317494 SERVICE FEES 518210 239442761 239442761 239442761 12226 12226 273772481 239442761 0 12226 707430 707430 4790163 1062961 3727202 94406173 78249807 16156366 3376882 2743641 633241 25355825 17731679 7624146 9175554 7504777 1670777 1053799 476936 576863 112087 112087 4940691 4253483 687208 24661 24661 4395564 2507262 1888302 57824906 44740637 13084269 549452 296963 252489 4250082 2384183 1865899 3039109 924091 2115018 15202118 9351846 5850272 628916 628916 PLATFORM MAINTENANCE 11188976 10949364 239612 TAXES 364623 229465 135158 BAD DEBT EXPENSE 108711 0 108711 0 774868 291442 483426 242270590 184405967 57864623 0 9018764 12856072 500024 7500000 1898487 5689816 33493137 43948992 4717745 2671368 196997035 79247655 103379448 117749380 1381931 2240835 1469379 1901623 155858915 194558086 45435745 40701108 25801075 12931392 32939617 63828211 3203050 1532920 107379487 118993631 X 48479428 75564455 48479428 75564455 155858915 194558086 X 31501891 1583136 -6000000 X X 0 1 X 1 1 1 X 19577824 13624058 16453945 18825287 34317494 102798608 19577824 13624058 16453945 18825287 34317494 102798608 8816520 93982088 509 428 239 3914 12226 17316 525255 170960 406450 910589 2013254 104829178 721110367 0.89650 0.97360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9082069 9082069 4438854 1062326 3376528 183476112 78185329 105290783 117749380 DUE TO/FROM RELATED ORGS 1532920 1532920 X PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS SINCE OCHIN, OPS, VOXENT, AND CTN ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. NONE OF OCHIN'S ENTITIES ARE CLASSIFIED AS PRIVATE FOUNDATIONS. EACH OF OCHIN'S ENTITIES FILE INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION. IN ADDITION, OCHIN AND OPS EACH FILE INFORMATIONAL RETURNS IN OREGON. OCHIN, VOXENT AND CTN FILE RETURNS IN THE STATE OF CALIFORNIA. U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MANAGEMENT DOES NOT BELIEVE ANY OF OCHIN'S ENTITIES HAVE ANY UNCERTAIN TAX POSITIONS THAT DO NOT MEET THE MORE LIKELY THAN NOT CRITERIA AND THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. OCHIN HAS NOT RECORDED ANY PENALTY OR INTEREST RELATED TO THEIR TAX POSITIONS, AND IF ANY WERE RECORDED, THOSE AMOUNTS WOULD BE INCLUDED IN MANAGEMENT AND GENERAL EXPENSE. 1 OHSU 0690 SW BANCROFT ST PORTLAND OR 97239 931176109 GOVT 146644 0 RESEARCH CONTRACT - PCORI ADVANCE PS3 737 HCN 9064 NW 13TH TERRACE DORAL FL 33172 900525658 501(C)(3) 131825 0 RESEARCH CONTRACT - PCORI ADVANCECRN 780 OHSU 0690 SW BANCROFT ST PORTLAND OR 97239 931176109 GOVT 130389 0 RESEARCH CONTRACT - PCORI ADVANCECRN 780 FENWAY 1340 BOYLSION ST BOSTON MA 02215 042510564 501(C)(3) 100240 0 RESEARCH CONTRACT - PCORI ADVANCECRN 780 OHSU 0690 SW BANCROFT ST PORTLAND OR 97239 931176109 GOVT 93892 0 RESEARCH CONTRACT - CEAL WESTAT 765 OREGON PRIMARY CARE ASSOCIATION 110 SW YAMHILL ST SUITE 300 PORTLAND OR 97204 930877985 501(C)(3) 43667 0 HEALTH CENTER CONTROLLED NP- HCCN3 GRANT UNIVERSITY OF COLORADO PO BOX 910238 DENVER CO 80291 846000553 GOVT 39497 0 RESEARCH CONTRACT -VSD2 CDC 735 UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1701 PENNSYLVANIA AVE NW STE 300 WASHINGTON DC 20006 946036493 GOVT 10776 0 RESEARCH CONTRACT - PCORI ADVANCE PS5 722 FENWAY 1340 BOYLSION ST BOSTON MA 02215 042510564 501(C)(3) 10500 0 RESEARCH CONTRACT - TFGH COVID19Y2 #758 3 3 PART I, LINE 2: RECIPIENTS MUST APPLY AND USE GRANTS FOR PURPOSES THAT ARE INCLUDED IN EACH STATEMENT OF WORK INCLUDED IN THE GRANT AGREEMENTS. X X 0 1 0 0 0 0 0 0 0 ABIGAIL SEARS CHIEF EXECUTIVE OFFICER 568138 0 0 0 9000 0 70536 0 20078 0 667752 0 0 0 KIMBERLY KLUPENGER CHIEF EXPERIENCE OFFICER 366505 0 171047 0 0 0 9956 0 31567 0 579075 0 0 0 JESSICA JANOTA VP EHR OPERATIONS 439332 0 26145 0 0 0 9237 0 10230 0 484944 0 0 0 JULIE VAILS INTERIM CHIEF MEDICAL OFFICER 340186 0 0 0 0 0 13185 0 31567 0 384938 0 0 0 JAMES MALDONADO CORPORATE COUNSEL 317087 0 38564 0 0 0 9109 0 20078 0 384838 0 0 0 JENNIFER STOLL CHIEF OF EXTERNAL AFFAIRS 288035 0 0 0 0 0 8265 0 31567 0 327867 0 0 0 STACIE CARNEY SENIOR MEDICAL INFORMATICIST 314697 0 0 0 0 0 12469 0 0 0 327166 0 0 0 KEVIN GEOFFROY EVP, REVENUE CYCLE SERVICES 286595 0 0 0 0 0 11668 0 20078 0 318341 0 0 0 MARY DALLAS MANAGER, MEDICAL INFORMATICS 295945 0 2970 0 0 0 10248 0 0 0 309163 0 0 0 LAUREN ALDERSON INTERIM CHIEF MEDICAL INFO OFFICER 273864 0 3169 0 0 0 10989 0 20078 0 308100 0 0 0 BRENDA GARSKE CHIEF FINANCIAL OFFICER 259524 0 0 0 0 0 10721 0 31567 0 301812 0 0 0 KATHLEEN ELLINGTON CHIEF OPERATIONS OFFICER 270363 0 0 0 0 0 11064 0 20078 0 301505 0 0 0 LISA MAY CHIEF OF PEOPLE & CULTURE 267368 0 0 0 0 0 10886 0 22167 0 300421 0 0 0 ANISHA ABDUL-ALI VP POPULATION HEALTH AND DATA EVAL 277509 0 367 0 0 0 3250 0 7449 0 288575 0 0 0 LAURA HASTINGS-BROOKS CHIEF STRATEGY & COMM OFFICER 230839 0 0 0 0 0 7359 0 22167 0 260365 0 0 0 SCOTT FIELDS CHIEF MEDICAL OFFICER 220978 0 0 0 0 0 8865 0 10678 0 240521 0 0 0 PART I, LINE 4B THE ORGANIZATION PROVIDES A 457(F) PLAN FOR SELECT OFFICERS. CONTRIBUTIONS AND DISTRIBUTIONS FOR THE YEAR, AS APPLICABLE, WERE AS FOLLOWS: -ABIGAIL SEARS, CEO - CONTRIBUTIONS OF $57,531 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C A 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 15 THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE CEO'S SALAY BASED ON PERFORMANCE AND COMPARABLE MARKET SALARIES. THE CEO USES THIS SAME PROCESS TO PREPARE THE EMPLOYMENT COMPENSATION OF OTHER EXECUTIVES. THIS REVIEW PROCESS IS COMPLETED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON BUILDING -6,000,000. FORM 990, PART XII, LINE 2C: THE PROCESS FOR REVIEWING FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR. OCHIN PRACTICE SERVICES PO BOX 5426 PORTLAND OR 972285426 451677876 OPERATING SUPPORT OR 501(C)(3) LINE 12A, I OCHIN INC 1 VOXENT PO BOX 5426 PORTLAND OR 972285426 611541009 TECHNOLOGY-BASED SERVICES FOR PLANNED PARENTHOOD TO IMPROVE PRACTICES OR 501(C)(3) LINE 12A, I OCHIN INC 1 CALIFORNIA TELEHEALTH NETWORK PO BOX 5426 PORTLAND OR 972285426 273045436 ADVANCED INFO TECHNOLOGIES TO IMPROVE ACCESS TO QUALITY HEALTHCARE CA 501(C)(3) LINE 7 OCHIN INC 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 OCHIN PRACTICE SERVICSES D 95414 ACTUAL AMOUNT CALIFORNIA TELEHEALTH NETWORK D 1885143 ACTUAL AMOUNT VOXENT E 3418063 ACTUAL AMOUNT