2026-07-15T11:34:11-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2025-01-01 311762094 OHIO SHARED INFORMATION SERVICES OHIO 5136775600 7870 E KEMPER ROAD 330 CINCINNATI OH 45249 DEREK ROSS CFO 5039432500 2026-07-10 1 WENDY CAMPOS P00448102 5032421447 2026-07-07 2025 2025-03-06 01:10:19Z X DEREK ROSS 7870 E KEMPER ROAD 330 CINCINNATI OH 45249 32534811 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. 16 16 179 21 316088 36173 859167 922190 32078287 31466767 173230 145854 0 0 33110684 32534811 0 0 0 0 19008725 16983599 0 0 0 14717326 14249566 33726051 31233165 -615367 1301646 11214654 12128154 8039696 7651550 3174958 4476604 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 26668206 0 31150679 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. 517563 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. 27185769 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 7 0 1 179 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OH X DEREK ROSS 5039432500 PO BOX 5426 PORTLAND OR 972285426 DENISE RODGERS MD CHAIR 1.00 3.00 X X 0 0 0 ROBIN WINSLOW CHAIR (PRIOR) 1.00 0.00 X X 0 0 0 VIGNETTA CHARLES PHD CHAIR ELECT 1.00 3.00 X X 0 0 0 JOLENE JOSEPH VICE CHAIR (PRIOR) 1.00 0.00 X X 0 0 0 MARC HACKETT SECRETARY 1.00 3.00 X X 0 0 0 TOM ANDRIOLA TREASURER 1.00 3.00 X X 0 0 0 PETER MOJARRAS SECRETARY/TREASURER (PRIOR) 1.00 0.00 X X 0 0 0 MICHAEL GIFFORD IMMEDIATE PAST CHAIR, DIRECTOR 1.00 3.00 X 0 0 0 GIL MUNOZ CHAIR, AMBULATORY CEO STEERING COMM 1.00 3.00 X 0 0 0 KIM SCHWARTZ MEMBER-AT-LARGE 1.00 3.00 X 0 0 0 AARON TODD DIRECTOR 1.00 3.00 X 0 0 0 HOMER CHIN MD DIRECTOR 1.00 3.00 X 0 0 0 JULIE MARTINEZ ORTEGA JD PHD DIRECTOR 1.00 3.00 X 0 0 0 KEVIN HART DIRECTOR 1.00 3.00 X 0 0 0 LIZ GIBBONEY DIRECTOR 1.00 3.00 X 0 0 0 MICHELLE GONZALEZ DIRECTOR 1.00 3.00 X 0 0 0 SARANYA LOEHRER MD DIRECTOR 1.00 3.00 X 0 0 0 SUMMER KIRBY DIRECTOR 1.00 1.00 X 0 0 0 WILLIE WHITE III DIRECTOR 1.00 1.00 X 0 0 0 RHONDA HAUFF DIRECTOR (PRIOR) 1.00 3.00 X 0 0 0 DANIEL PREVOST DIRECTOR (PRIOR) 1.00 3.00 X 0 0 0 ABIGAIL SEARS CHIEF EXECUTIVE OFFICER (OCHIN) 1.00 47.00 X 0 792723 84006 JEFF LOWRANCE CHIEF EXECUTIVE OFFICER 40.00 0.00 X 424503 0 48076 BRENDA GARSKE CHIEF FINANCIAL OFFICER (OCHIN) 1.00 47.00 X 0 385593 77957 HEIDI GERNER CHIEF OPERATING OFFICER 40.00 0.00 X 210166 0 6921 ALEICIA ENNIS CHIEF STRATEGIC SALES OFFICER 40.00 0.00 X 344714 0 28831 JENNIFER THOMPSON CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 188910 0 41948 JOE DATO SR DIR OF IT & CYBERSECURITY 40.00 0.00 X 190060 0 41983 ANDREW KMETT SR DIR OF APPLICATION ENGINEERING 40.00 0.00 X 180075 0 41603 FRANCO CAPARAS DIRECTOR OF EHR DEVELOPMENT 40.00 0.00 X 175064 0 25480 HARRY STREET SR DIR OF REVENUE CYCLE OPS 40.00 0.00 X 157444 0 30475 REBECCA RUDD DIRECTOR OF HCCN & QI OPERATIONS 40.00 0.00 X 162557 0 16736 2033493 1178316 444016 38 0 1 0 0 922190 922190 SERVICE FEES 519200 31466767 31150679 316088 31466767 145854 145854 32534811 31150679 316088 145854 1294070 1294070 12193383 12020956 172427 380414 332564 47850 2088186 1839462 248724 1027546 932315 95231 921570 149096 772474 9041 9041 103832 103832 416503 132576 283927 82638 63134 19504 2008218 1644278 363940 113980 113980 416064 284472 131592 42044 26457 15587 142152 142152 1029193 786734 242459 100463 100463 EQUIPMENT & SOFTWARE 8510430 8510430 DATA & PHONE CIRCUITS 130552 130552 222886 190591 32295 31233165 27185769 4047396 0 4077194 3970745 1230883 71476 71439 894304 2252323 205672 205672 1473250 1129169 4788524 1537393 2849983 3251131 1642775 16792 11214654 12128154 2417545 3180854 2970874 1648745 1850410 2651277 971541 8039696 7651550 X 3174958 4476604 3174958 4476604 11214654 12128154 1301646 0 X 0 0 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, PART IV, SECTION A, LINE 1 THE SUPPORTED ORGANIZATIONS CHANGE BASED ON MEMBER ORGANIZATIONS. SCHEDULE A, PART I, LINE 12G, COLUMN IV THE SUPPORTED ORGANIZATIONS CHANGE 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 13933 3060 10873 4774591 1534333 3240258 3251131 DEPOSITS 971541 971541 X PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS SINCE OCHIN, OPS, CTN, VOXENT, AND OSIS 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. OSIS FILES ITS RETURN IN THE STATE OF OHIO. 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. X 1 1 X X 0 1 0 1 0 0 0 0 0 ABIGAIL SEARS CHIEF EXECUTIVE OFFICER (OCHIN) 0 633296 0 150427 0 9000 0 73848 0 10158 0 876729 0 0 JEFF LOWRANCE CHIEF EXECUTIVE OFFICER 348051 0 76452 0 0 0 14000 0 34076 0 472579 0 0 0 BRENDA GARSKE CHIEF FINANCIAL OFFICER (OCHIN) 0 370975 0 14618 0 0 0 47987 0 29970 0 463550 0 0 ALEICIA ENNIS CHIEF STRATEGIC SALES OFFICER 133490 0 211224 0 0 0 10198 0 18633 0 373545 0 0 0 JOE DATO SR DIR OF IT & CYBERSECURITY 177093 0 12967 0 0 0 7907 0 34076 0 232043 0 0 0 JENNIFER THOMPSON CHIEF HUMAN RESOURCES OFFICER 154201 0 34709 0 0 0 7872 0 34076 0 230858 0 0 0 ANDREW KMETT SR DIR OF APPLICATION ENGINEERING 163146 0 16929 0 0 0 7527 0 34076 0 221678 0 0 0 HEIDI GERNER CHIEF OPERATING OFFICER 195090 0 15076 0 0 0 6921 0 0 0 217087 0 0 0 FRANCO CAPARAS DIRECTOR OF EHR DEVELOPMENT 162101 0 12963 0 0 0 6847 0 18633 0 200544 0 0 0 HARRY STREET SR DIR OF REVENUE CYCLE OPS 140395 0 17049 0 0 0 6212 0 24263 0 187919 0 0 0 REBECCA RUDD DIRECTOR OF HCCN & QI OPERATIONS 144082 0 18475 0 0 0 5697 0 11039 0 179293 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 (OCHIN) - CONTRIBUTIONS OF $65,388 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, III- 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, DANIEL PREVOST - MARIPOSA COMMUNITY HEALTH CENTER. 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 TWO 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. OCHIN INC PO BOX 5426 PORTLAND OR 972285426 200195556 SUPPORTING HEALTH AND WELFARE CLINICS OR 501(C)(3) LINE 7 N/A 0 OCHIN PRACTICE SERVICES PO BOX 5426 PORTLAND OR 972285426 451677876 OPERATING SUPPORT OR 501(C)(3) LINE 12A, I OCHIN INC 0 VOXENT PO BOX 5426 PORTLAND OR 972285426 611541009 TECHNOLOGY-BASED SERVICES FOR PLANNED PARENTHOOD TO IMPROVE PRACTICES CA 501(C)(3) LINE 12A, I OCHIN INC 0 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0