2026-07-15T11:32:58-05:00 2025-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-09-01 200195556 OCHIN INC OCHI 5039432500 PO BOX 5426 PORTLAND OR 972285426 DEREK ROSS CFO 5039432500 2026-07-10 1 1 WENDY CAMPOS P00448102 5032421447 2026-07-10 2024 2025-03-06 01:10:19Z DEREK ROSS PO BOX 5426 PORTLAND OR 972285426 307334494 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. 16 16 1379 18 0 0 34317494 30479064 239442761 276855430 12226 0 0 0 273772481 307334494 707430 1886726 0 0 137104597 168347426 0 0 0 104458563 119547893 242270590 289782045 31501891 17552449 194558086 224706185 118993631 129848782 75564455 94857403 PROVIDING HEALTH INFORMATION TECHNOLOGY, SOFTWARE AND SERVICES EXCLUSIVELY FOR COMMUNITY HEALTH CLINICS AND SMALL PRACTICES SERVING THE MEDICALLY UNDERSERVED. 0 0 172168149 1886726 276855430 SERVED 500 COUNTY AND LOCAL HEALTH AND WELFARE CLINICS IN SUPPORTING AND IMPROVING THEIR INFORMATION TECHNOLOGY SYSTEMS. 172168149 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 1 166 0 1 1379 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA X DEREK ROSS 5039432500 PO BOX 5426 PORTLAND OR 972285426 DENISE RODGERS MD CHAIR 1.00 3.00 X X 0 0 0 MICHAEL GIFFORD PAST CHAIR 1.00 3.00 X X 0 0 0 VIGNETTA CHARLES PHD CHAIR ELECT 1.00 3.00 X X 0 0 0 GIL MUNOZ CHAIR, AMBULATORY CEO STEERING COMM 1.00 3.00 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 KIM SCHWARTZ MEMBER-AT-LARGE 1.00 3.00 X 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 PAMELA RILEY MD DIRECTOR TILL 4/25 1.00 2.00 X 0 0 0 GREG YOUNG DIRECTOR TILL 1/25 1.00 2.00 X 0 0 0 ABIGAIL SEARS CHIEF EXECUTIVE OFFICER 40.00 8.00 X 846101 0 74036 BRENDA GARSKE CHIEF FINANCIAL OFFICER 40.00 8.00 X 411311 0 76979 KIMBERLY KLUPENGER CHIEF EXPERIENCE OFFICER 40.00 5.00 X 531044 0 42667 JULIE VAILS CHIEF TRANSFORMATION & IMPACT OFFICER 40.00 0.00 X 517959 0 29871 KATHLEEN ELLINGTON CHIEF OPERATIONS OFFICER 40.00 0.00 X 426617 0 30526 JENNIFER STOLL CHIEF OF EXTERNAL AFFAIRS 40.00 0.00 X 363367 0 40066 JAMES MALDONADO GENERAL COUNSEL 40.00 5.00 X 374343 0 21737 LISA MAY CHIEF OF PEOPLE & CULTURE 40.00 0.00 X 355663 0 32812 KEVIN GEOFFROY EVP, REVENUE ENHANCEMENT SERVICES 40.00 0.00 X 324850 0 32258 LAURA HASTINGS-BROOKS CHIEF STRATEGY & COMM OFFICER 40.00 0.00 X 299246 0 30137 LAUREN ALDERSON CHIEF MEDICAL INFORMATION OFFICER 40.00 0.00 X 339147 0 32763 RYAN ODORIZZI DIRECTOR EPIC ENHANCEMENTS 40.00 0.00 X 314450 0 30025 ENGERS FERNANDEZ-NUNEZ VP LEARNING 40.00 0.00 X 311815 0 23699 MARY DALLAS MANAGER, MEDICAL INFORMATICS 40.00 0.00 X 322596 0 10248 VANCE BAUER VP RESEARCH 40.00 0.00 X 308298 0 21666 6046807 0 529490 429 0 1 0 EPIC SYSTEMS CORPORATION PO BOX 88314 MILWAUKEE WI 53288 SOFTWARE MAINTENANCE 27720417 HEWLETT-PACKARD FINANCIAL SERVICES 200 CONNELL DR STE 5000 BERKELEY HEIGHTS NJ 07922 EQUIPMENT RENTAL 8755360 TRIZETTO PROVIDER SOLUTIONS DEPT CH 16897 PALATINE IL 60055 TECH PARTNER 6813241 CITRIX SYSTEMS PO BOX 936497 ATLANTA GA 31193 SECURITY SERVICES/TECH PARTNER 4993528 ARTERA 1025 CHAPALA ST SANTA BARBARA CA 93101 PLATFORM IMPLEMENTATION/TECH PARTNER 3400079 84 19181540 11297524 30479064 SERVICE FEES 518210 276855430 276855430 276855430 307334494 276855430 0 0 1886726 1886726 4225014 937552 3287462 128186560 106765437 21421123 5322279 3548186 1774093 20011481 15667264 4344217 10602092 8490477 2111615 332042 120500 211542 282285 282285 1759958 854744 905214 32030 32030 2096505 825357 1271148 68030683 1326701 66703982 2742083 311746 2430337 3735517 2065820 1669697 999225 727242 271983 3038092 273696 2764396 17018327 10472844 6545483 899405 899405 PLATFORM MAINTENANCE 17024285 17024285 0 LATE FEES 592268 0 592268 TAXES 362328 362328 0 BAD DEBT 233926 233926 0 368934 273318 95616 289782045 172168149 117613896 0 12856072 2188511 7500000 9463780 5689816 5260057 43948992 63632718 0 1500239 2671368 3379819 222169674 89894104 117749380 132275570 2094973 2240835 1655264 1901623 3255254 194558086 224706185 40701108 52833147 12931392 18548670 63828211 52530179 1532920 5936786 118993631 129848782 X 75564455 94857403 75564455 94857403 194558086 224706185 X 17552449 3418068 -1677569 X X 0 1 X 1 1 1 X 13624058 16453945 18825287 34317494 30479064 113699848 13624058 16453945 18825287 34317494 30479064 113699848 10428733 103271115 428 239 3914 12226 0 16807 170960 406450 910589 1487999 115204654 927886052 0.89640 0.89650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 170,960. 2021 AMOUNT: $ 406,450. 2022 AMOUNT: $ 910,589. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9082069 9082069 1646588 1538267 108321 211441017 88355837 123085180 132275570 ROU LEASE LIABILITIES 5936786 5936786 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. 1 OHSU 690 SW BANCROFT ST PORTLAND OR 97239 931176109 GOVT 522036 0 RESEARCH CONTRACTS - PCORI ADVANCE CRN 780, 704, 707, & 737; NIH 701 & 765 ABARTYS HEALTH LLC 1250 AVE PONCE DE LEON STE 900 SAN JUAN PR 00907 660846691 353227 0 RESEARCH CONTRACT -NIH 759 COMMUNITY HEALTH CENTER NETWORK INC 101 CALLAN AVE STE 107 SAN LEANDRO CA 945774584 943252662 501(C)(3) 315172 0 RESEARCH CONTRACT -NIH 759 UNIVERSITY OF WASHINGTON 4320 BROOKLYN AVE NE STE 5 SEATTLE WA 98105 916001537 GOVT 255780 0 RESEARCH CONTRACTS - PCORI ADVANCE CRN 737 & 704 FENWAY 1340 BOYLSION ST BOSTON MA 02215 042510564 501(C)(3) 107063 0 RESEARCH CONTRACTS - PCORI ADVANCE CRN 780, 704, & 707 HCN 9064 NW 13TH TER DORAL FL 33172 900525658 501(C)(3) 97308 0 RESEARCH CONTRACTS - PCORI ADVANCE CRN 780 & 704 UNIVERSITY OF COLORADO PO BOX 910238 DENVER CO 802910238 846000553 GOVT 44766 0 RESEARCH CONTRACT -VSD2 CDC 735 SPECIALTY ADAPTED RESOURCE CLUBS 11232 BEAVER TRAIL CT RESTON VA 20191 205513060 501(C)(3) 42774 0 RESEARCH CONTRACT -NIH 759 OREGON PRIMARY CARE ASSOCIATION 110 SW YAMHILL ST STE 300 PORTLAND OR 97204 930877985 501(C)(3) 41386 0 HEALTH CENTER CONTROLLED NP- HCCN4 GRANT RUTGERS THE STATE UNIVERSITY OF NEW JERSEY FOUNDATION 33 KNIGHTSBRIDGE RD PISCATAWAY NJ 08854 226001086 GOVT 39088 0 RESEARCH CONTRACT -NIH 716 THE REGENTS OF THE UNIVERSITY OF CA 1855 FOLSOM ST STE 425 SAN FRANCISCO CA 94143 946036493 GOVT 37912 0 RESEARCH CONTRACTS - PCORI ADVANCE CRN 722 HAWAII PACIFIC UNIVERSITY 500 ALA MOANA BLVD STE 6420 HONOLULU HI 96813 990113930 GOVT 17344 0 RESEARCH CONTRACT -NIH 759 ALASKA NATIVE TRIBAL HEALTH CONSORTIUM 4000 AMBASSADOR DR ANCHORAGE AK 99508 920162721 501(C)(3) 12870 0 RESEARCH CONTRACT -NIH 759 12 1 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 602912 0 234189 0 9000 0 63820 0 10216 0 920137 0 0 0 KIMBERLY KLUPENGER CHIEF EXPERIENCE OFFICER 414770 0 116274 0 0 0 10903 0 31764 0 573711 0 0 0 JULIE VAILS CHIEF TRANSFORMATION & IMPACT OFFICE 459478 0 58481 0 0 0 11011 0 18860 0 547830 0 0 0 BRENDA GARSKE CHIEF FINANCIAL OFFICER 348664 0 62647 0 0 0 47987 0 28992 0 488290 0 0 0 KATHLEEN ELLINGTON CHIEF OPERATIONS OFFICER 345236 0 81381 0 0 0 10320 0 20206 0 457143 0 0 0 JENNIFER STOLL CHIEF OF EXTERNAL AFFAIRS 329022 0 34345 0 0 0 8302 0 31764 0 403433 0 0 0 JAMES MALDONADO GENERAL COUNSEL 329484 0 44859 0 0 0 1531 0 20206 0 396080 0 0 0 LISA MAY CHIEF OF PEOPLE & CULTURE 323117 0 32546 0 0 0 12444 0 20368 0 388475 0 0 0 LAUREN ALDERSON CHIEF MEDICAL INFORMATION OFFICER 313560 0 25587 0 0 0 11250 0 21513 0 371910 0 0 0 KEVIN GEOFFROY EVP, REVENUE ENHANCEMENT SERVICES 294922 0 29928 0 0 0 12052 0 20206 0 357108 0 0 0 RYAN ODORIZZI DIRECTOR EPIC ENHANCEMENTS 235767 0 78683 0 0 0 2320 0 27705 0 344475 0 0 0 ENGERS FERNANDEZ-NUNEZ VP LEARNING 294318 0 17497 0 0 0 1200 0 22499 0 335514 0 0 0 MARY DALLAS MANAGER, MEDICAL INFORMATICS 304505 0 18091 0 0 0 10248 0 0 0 332844 0 0 0 VANCE BAUER VP RESEARCH 273638 0 34660 0 0 0 10956 0 10710 0 329964 0 0 0 LAURA HASTINGS-BROOKS CHIEF STRATEGY & COMM OFFICER 271946 0 27300 0 0 0 7829 0 22308 0 329383 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 $59,890 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 -1,677,569. 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 CA 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 OHIO SHARED INFORMATION SERVICES 7870 E KEMPER ROAD 330 CINCINNATI OH 45249 311762094 SUPPORTING HEALTH AND WELFARE CLINICS OH 501(C)(3) LINE 12A, I OCHIN INC 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 OCHIN PRACTICE SERVICES D 95414 ACTUAL BALANCE CALIFORNIA TELEHEALTH NETWORK D 1895824 ACTUAL BALANCE OHIO SHARED INFORMATION SERVICES D 1359430 ACTUAL BALANCE VOXENT E 3724728 ACTUAL BALANCE