2025-10-07T10:17:52-05:00 2024-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2024-01-01 311762094 Ohio Shared Information Services OHIO 5136775600 8790 Governors Hill Drive 202 Cincinnati OH 452491307 Jeff Lowrance CEO 5136775600 2025-09-22 1 1 Paula Hume P00537516 5132418313 2025-09-22 2024 2025-03-06 01:10:19Z Jeff Lowrance 8790 Governors Hill Drive 202 Cincinnati OH 452491307 33110684 0 X www.osisonline.net X 2000 OH Ohio Shared Information Services (OSIS) is a Health Center Controlled Network (HCCN) providing high quality, cost effective EHR and technical support to Federally Qualified Health Centers (FQHCs), with solution implementation, technology hosting, training, reporting, and assistance in achieving Meaningful Use. 7 7 177 10 683745 4028 1055465 859167 30897373 32078287 183409 173230 0 0 32136247 33110684 0 0 0 0 16917691 19008725 0 0 0 14949730 14717326 31867421 33726051 268826 -615367 9794302 11214654 5858485 8039696 3935817 3174958 X Ohio Shared Information Services (OSIS) is a Health Center Controlled Network (HCCN) providing high quality, cost effective EHR and technical support to Federally Qualified Health Centers (FQHCs), with solution implementation, technology hosting, training, reporting, and assistance in achieving Meaningful Use. 0 0 27608179 31394542 Ohio Shared Information Services (OSIS) is a Health Center Controlled Network (HCCN) which is dedicated to providing high quality, cost effective customer focused information technical products primarily to community health centers. To this end OSIS's personnel are focused on providing quality cost effective Electronic Health Record (EHR) and technical support to Federally Qualified Health Centers (FQHCs), with solution implementation, technology. 721700 OSIS was awarded a grant to further the goals of the HRSA Health Center Program. Activities in this project will strengthen the foundation needed to maximize use of health data and health information exchange to realize improved health indicators. NextGen EHR optimization, health information exchange connectivity, support for data collection, analysis and reporting will position CHCs for better outcomes. Activities for the project will include educational sessions, training materials, support and guidance for targeted activities to result in enhancing the patient/provider experience and advancing interoperability. 28329879 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 177 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH CA X Jeff Lowrance CEO 5136775600 7870 E Kemper Rd Ste 330 Cincinnati OH 45249 Summer Kirby - Left 624 Board Member 1.00 X 0 0 0 Willie White - Left 624 Vice Chair 1.00 X X 0 0 0 Peter Mojarras Secretary 1.00 X X 0 0 0 Robin Winslow Chair 1.00 X X 0 0 0 Rhonda Hauff Board Member 1.00 X 0 0 0 Jolene Joseph Vice Chair 1.00 X X 0 0 0 Dan Prevost - Left 624 Secretary 1.00 X X 0 0 0 Greg Young - Start 724 Board Member 1.00 X 0 0 0 Michelle Gonzalez - Start 724 Board Member 1.00 X 0 0 0 Mike Gifford - Start 724 Board Member 1.00 X 0 0 0 Jeffery Lowrance CEO 40.00 X 511325 0 41904 Thomas Shannon CFO 40.00 X 323223 0 40618 Michael Schramm CTO 40.00 X 305508 0 40099 Heidi Gerner Chief Member Services Officer 40.00 X 287586 0 10687 Abigail Sears CEO - OCHIN 0.00 40.00 X 0 577138 90614 Brenda Garske CFO - OCHIN 0.00 40.00 X 0 259524 42288 Aleicia Ennis VP of Customer Relations 40.00 X 349778 0 24351 Todd Portz Director of IT 40.00 X 187952 0 21828 Andrew Kmett Sr Dir of Apps Engineering 40.00 X 177362 0 34422 Francis Caparas Director of EHR Development 40.00 X 160910 0 7115 Joseph Dato Director of DBA 40.00 X 162317 0 33843 Jennifer Thompson VP of Human Resources 40.00 X 231106 0 35581 2697067 836662 423350 10 0 1 0 0 859167 859167 User fees 519200 28332034 28332034 Installation charge 519200 2391167 2391167 Program equipment 519200 1171939 488194 683745 Travel Reimbursements 519200 183147 183147 32078287 173230 173230 33110684 31394542 683745 173230 1935081 1556562 378519 13414600 10808439 2606161 393518 310639 82879 2149078 1696459 452619 1116448 948035 168413 38437 38437 71759 71759 684150 253145 431005 125909 38829 87080 141139 85489 55650 462941 462141 800 114276 114276 420521 318891 101630 98540 98540 957473 761256 196217 123488 123488 Equipment and services 9403055 9403055 Software and equipment 1564752 1198926 365826 Other 368870 254122 114748 Phone and Data Communic 85577 78912 6665 56439 56439 33726051 28329879 5396172 0 4834278 4077194 454907 71476 374683 894304 205672 205672 1550224 1473250 7800705 4950722 2355247 2849983 19291 1642775 9794302 11214654 2268806 2417545 2948256 2970874 641423 2651277 5858485 8039696 X 3935817 3174958 3935817 3174958 9794302 11214654 X -615367 -145492 X X 0 1 X 1 1 1 X X 7 Compass Community Health Center 455385046 10 0 0 0 Sebasticook Family Doctors 010546327 10 0 0 0 David Raines Community Health Center 582000630 7 0 0 0 Mariposa Community Health Center 860524321 7 0 0 0 Castle Family Health Center 205864304 7 0 0 0 Yakima Neighborhood Health Services 910928817 7 0 0 0 The Healthcare Connection 310822524 3 1 0 0 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Schedule A, Page 4, Section A, line 1 The supporting organization changes based on member organizations. Schedule A, Part I, line 12g, column iv The supporting organization changes based on member organizations. OSIS is designated by the Federal Bureau of Primary Health Care (BPHC) as a Health Center Controlled Network (HCCN), which provides services to Federally Qualified Health Centers (FQHCs). OSIS's Board members are elected by its members as defined in the Code of Regulations. OSIS's Code of Regulations require members to be executives of FQHCs. The board member's organizations are designated as supported organizations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14500 1587 12913 7786205 4949135 2837070 2849983 Security Deposit 16792 Constructions in progress 24100 Right of Use Asset - Operating Leases 1601883 1642775 Capital Lease Equipment Payable 1026828 Lease Liability - Operating Lease 1624449 2651277 X 33110684 0 33110684 0 33110684 33726051 0 33726051 0 33726051 Part X, Line 2: OSIS is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of the Ohio law. However, they are subject to federal income tax on any unrelated business income tax. OSIS IRS Form 990 is subject to review and examination by federal and state authorities. OSIS believes it has appropriate support for any tax positions taken and, therefore, does not have any uncertain income tax positions that are material to the financial statements. X 1 1 X X X 0 0 0 1 0 0 0 0 0 Abigail Sears CEO - OCHIN 0 568138 0 0 0 9000 0 70536 0 20078 0 667752 0 0 Jeffery Lowrance CEO 394961 0 116364 0 0 0 14427 0 27477 0 553229 0 0 0 Aleicia Ennis VP of Customer Relations 99288 0 250490 0 0 0 8961 0 15390 0 374129 0 0 0 Thomas Shannon CFO 206052 0 117171 0 0 0 13167 0 27451 0 363841 0 0 0 Michael Schramm CTO 195167 0 110341 0 0 0 12475 0 27624 0 345607 0 0 0 Brenda Garske CFO - OCHIN 0 259524 0 0 0 0 0 10721 0 31567 0 301812 0 0 Heidi Gerner Chief Member Services Officer 176981 0 110605 0 0 0 9711 0 976 0 298273 0 0 0 Jennifer Thompson VP of Human Resources 142039 0 89067 0 0 0 8104 0 27477 0 266687 0 0 0 Andrew Kmett Sr Dir of Apps Engineering 166702 0 10660 0 0 0 7330 0 27092 0 211784 0 0 0 Todd Portz Director of IT 177952 0 10000 0 0 0 6534 0 15294 0 209780 0 0 0 Joseph Dato Director of DBA 155817 0 6500 0 0 0 6751 0 27092 0 196160 0 0 0 Francis Caparas Director of EHR Development 154910 0 6000 0 0 0 6524 0 591 0 168025 0 0 0 Part I, Line 5 Executive shall be entitled to receive incentive compensation in addition to his Base Salary for (a) each new client that signs a new contract with OSIS payable upon signing of such contract and (b) for exemplary performance in meeting business objectives and goals that have been agreed upon between the Board and Executive on a percentage basis equal up to 30% of Executive's Base Salary. Form 990, Part VI, Section A, line 2 The following Board Members are CEOs/Executive Directors of clients: Robin Winslow - Sebasticook Family Health Centers, Willie White - David Raines Community Health Center, Summer Kirby - Compass Community Health Center, Peter Mojarras - Castle Family Health Center, Rhonda Hauff - Yakima Neighborhood Health Services, Jolene Joseph - Healthcare Connection, Dan Prevost - Mariposa Community Health Center. Form 990, Part VI, Section A, line 4 OSIS was acquired as a wholly owned subsidiary of OCHIN Inc as of 7/01/2024. The Code of Regulations was revised to update the board composition requirements at that time. Per the new regulations, 4 OSIS board members shall be executives of OSIS Members, and 3 shall be appointees from the OCHIN board. Form 990, Part VI, Section A, line 6 Under the revised Code of Regulations OSIS has members and associate members. Changes to the code of regulations in August 2012 combined the 2 classes of membership. Form 990, Part VI, Section A, line 7a OSIS is designated by the Federal Bureau of Primary Health Care (BPHC) as a Health Center Controlled Network (HCCN), which provides services to Federally Qualified Health Centers (FQHCs). Under BPHC regulations at least 51% of the Board of HCCNs must be controlled by FQHCs. All of OSIS's Board members are elected by its members as defined in the Code of Regulations. OSIS's Code of Regulations require members to be executives of FQHCs. The board is limited by OSIS's Code of Regulations to seven board members. Form 990, Part VI, Section B, line 11b The 990 was reviewed by the CEO for accuracy and was provided to the board prior to the filing of the return. Form 990, Part VI, Section B, line 12c All directors and officers review the conflict of interest policy annually at a board meeting to ensure that the conflict of interest policy is not violated. They also are required to sign a conflict of interest statement and report any potential conflicts. Form 990, Part VI, Section B, line 15 The board reviews and approves the CEO's salary on an annual basis. This review is documented in the Board minutes. As part of this review the Board has access to various salary surveys. Form 990, Part VI, Section C, line 19 The governing documents of the organization are available on the Ohio Secretary of State's website. The financial statements are available within the annual report which is available upon request. The conflict of interest policy is available upon request. Form 990, Part XI, line 9: Investment in OCHIN -145,492. Form 990, Part XII, Line 2c: Process has not changed from prior year. OCHIN Inc PO Box 5426 Portland OR 972285426 200195556 Occupational Health Service OR 501(c)(3) Line 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0