OCHIN INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OCHIN INC (EIN 20-0195556)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-01-16
IRS object ID
202340169349300414
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-16T11:14:03-06:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930743240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN STEWART & SCHMIDT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 CENTERPOINTE DRIVE SUITE 300AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970358663ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200195556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OCHIN INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOCHIBusinessNameControlTxt
Phone5039432500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 SW NAITO PARKWAYAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972015195ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSEAN WHITELEY-ROSSPersonNm
Person TitleCFOPersonTitleTxt
Phone5039432500PhoneNum
Signature2023-01-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSEANPersonFirstNm
Person LastWHITELEY-ROSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTORIA L BRYSONPreparerPersonNm
PTINP01243342PTIN
Phone5032205900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSEAN WHITELEY-ROSSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 SW NAITO PARKWAYAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972015195ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$150,535,533GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OCHIN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionOCHIN IS A NONPROFIT HEALTH CARE INNOVATION CENTER DESIGNED TO PROVIDE KNOWLEDGE SOLUTIONS THAT PROMOTE QUALITY, AFFORDABLE HEALTH CARE FOR ALL.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee842TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,624,058PYContributionsGrantsAmt
CY Contributions Grants$16,453,945CYContributionsGrantsAmt
PY Program Service Revenue$94,540,955PYProgramServiceRevenueAmt
CY Program Service Revenue$133,674,899CYProgramServiceRevenueAmt
PY Investment Income$428PYInvestmentIncomeAmt
CY Investment Income$239CYInvestmentIncomeAmt
PY Other Revenue$170,960PYOtherRevenueAmt
CY Other Revenue$406,450CYOtherRevenueAmt
PY Total Revenue$108,336,401PYTotalRevenueAmt
CY Total Revenue$150,535,533CYTotalRevenueAmt
PY Grants And Similar Paid$834,710PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,184,783CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$62,064,149PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$97,114,666CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$40,308,443PYOtherExpensesAmt
CY Other Expenses$51,078,429CYOtherExpensesAmt
PY Total Expenses$103,207,302PYTotalExpensesAmt
CY Total Expenses$149,377,878CYTotalExpensesAmt
PY Revenues Less Expenses$5,129,099PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,157,655CYRevenuesLessExpensesAmt
Total Assets BOY$94,631,401TotalAssetsBOYAmt
Total Assets EOY$111,041,907TotalAssetsEOYAmt
Total Liabilities BOY$65,253,854TotalLiabilitiesBOYAmt
Total Liabilities EOY$80,506,705TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,377,547NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,535,202NetAssetsOrFundBalancesEOYAmt
MissionPROVIDING HEALTH INFORMATION TECHNOLOGY, SOFTWARE AND SERVICES EXCLUSIVELY FOR COMMUNITY HEALTH CLINICS AND SMALL PRACTICES SERVING THE MEDICALLY UNDERSERVED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$116,859,071ExpenseAmt
Grant$1,184,783GrantAmt
Revenue$134,081,349RevenueAmt
DescSERVED 500 COUNTY AND LOCAL HEALTH AND WELFARE CLINICS IN SUPPORTING AND IMPROVING THEIR INFORMATION TECHNOLOGY SYSTEMS.Desc
Total Program Service Expenses$116,859,071TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document238IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee842EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEAN WHITELEY-ROSS CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5039432500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 SW NAITO PARKWAYAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972015195ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BILL ADAMS FORMER
DIRECTOR1.00Yes (X)$0$0$0
BOB MARSALLI
DIRECTOR1.00Yes (X)$0$0$0
DR JOHN SAULTZ FORMER
DIRECTOR1.00Yes (X)$0$0$0
GIL MUNOZ
MEMBER AT LARGE1.00Yes (X)$0$0$0Yes (X)
HOMER CHIN MD
DIRECTOR1.00Yes (X)$0$0$0
JEAN POLSTER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
PHIL LAMB FORMER
TREASURER1.00Yes (X)$0$0$0
TOM ANDRIOLA
TREASURER1.00Yes (X)$0$0$0Yes (X)
VANETTA ABDELLATIF FORMER
IMMEDIATE PAST CHAIR1.00Yes (X)$0$0$0
ELIZABETH GIBBONEY
CHAIR1.00Yes (X)$0$0$0Yes (X)
KEVIN HART
DIRECTOR1.00Yes (X)$0$0$0
KIM SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
MARC HACKETT
DIRECTOR1.00Yes (X)$0$0$0
MIKE GIFFORD
CHAIR ELECT1.00Yes (X)$0$0$0Yes (X)
DENISE RODGERS
DIRECTOR1.00Yes (X)$0$0$0
PAMELA RILEY
DIRECTOR1.00Yes (X)$0$0$0
SARANYA LOEHRER MD
DIRECTOR1.00Yes (X)$0$0$0
JULIE MARTINEZ-ORTEGA JD PHD
DIRECTOR1.00Yes (X)$0$0$0
FIKRU LEMU NIGUSSE
DIRECTOR1.00Yes (X)$0$0$0
ABIGAIL SEARS
CHIEF EXECUTIVE OFFICER40.00$899,318$0$44,137Yes (X)
SEAN WHITELEY-ROSS
CFO40.00$638,104$0$49,908Yes (X)
KIMBERLY KLUPENGER
CXO40.00$583,641$0$47,553Yes (X)
JENNIFER STOLL
EXECUTIVE VP GOV RELATIONS40.00$288,939$0$40,896Yes (X)
KEVIN GEOFFROY
CHIEF OF STAFF40.00$284,296$0$34,063Yes (X)
SCOTT FIELDS
CHIEF MEDICAL OFFICER40.00$215,472$0$22,679Yes (X)
JAMES MALDONADO
CORPORATE COUNSEL40.00$331,577$0$29,989Yes (X)
JESSICA JANOTA
VP EHR OPERATIONS40.00$277,985$0$26,247Yes (X)
STACIE CARNEY
CHIEF MED INFORMATIC40.00$265,523$0$19,134Yes (X)
ANISHA ABDUL-ALI
VP POPULATION HEALTH AND DATA40.00$256,781$0$34,192Yes (X)
ENGERS FERNANDEZ-NUNEZ
VP LEARNING40.00$244,486$0$35,800Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,286,122TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$384,598TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K172IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NETRAVINE LLC
16116 SW DELINE CTBEAVERTONOR97007CONTRACTOR$666,926
OPTIMUM HEALTHCARE IT LLC
PO BOX 741383ATLANTAGA30374CONTRACTOR$466,903
EVERGREEN HEALTHCARE PARTNERS
6720 FRANK LLOYD WRIGHT AVEMIDLETONWI53562CONTRACTOR-OFFSITE ANALYST$278,404
KATIE BELL CONSULTING
1629 43RD AVE EASTSEATTLEWA98112LEADERSHIP COACHING/TRAINING$201,116
LDJ CONSULTING LLC
PO BOX 258MERCER ISLANDWA98040CONSULTING$184,138
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Government Grants$16,154,945GovernmentGrantsAmt
All Other Contributions$299,000AllOtherContributionsAmt
Total Contributions$16,453,945TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SERVICE REVENUE518210$133,163,970$133,163,970
CONTRACT REVENUE900099$510,929$510,929
FieldValueIRS element (for citing)
Total Program Service Revenue$133,674,899TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$239TotalRevenueColumnAmt
Exclusion$239ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$406,450TotalRevenueColumnAmt
Related Or Exempt Func Income$406,450RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$406,450OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$150,535,533TotalRevenueColumnAmt
Related Or Exempt Func Income$134,081,349RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$239ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,184,783TotalAmt
Program Services$1,184,783ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,965,075TotalAmt
Program Services$393,015ProgramServicesAmt
Management And General$1,572,060ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$76,387,368TotalAmt
Program Services$59,405,795ProgramServicesAmt
Management And General$16,981,573ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,910,556TotalAmt
Program Services$2,999,477ProgramServicesAmt
Management And General$911,079ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,191,186TotalAmt
Program Services$6,362,982ProgramServicesAmt
Management And General$1,828,204ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,660,481TotalAmt
Program Services$5,092,604ProgramServicesAmt
Management And General$1,567,877ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,386,181TotalAmt
Program Services$3,554,511ProgramServicesAmt
Management And General$2,831,670ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$91,757TotalAmt
Program Services$15,497ProgramServicesAmt
Management And General$76,260ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,382,601TotalAmt
Program Services$500,696ProgramServicesAmt
Management And General$881,905ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$22,179,066TotalAmt
Program Services$21,768,695ProgramServicesAmt
Management And General$410,371ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,113,526TotalAmt
Program Services$715,087ProgramServicesAmt
Management And General$1,398,439ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$929,964TotalAmt
Program Services$72,204ProgramServicesAmt
Management And General$857,760ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,348,053TotalAmt
Program Services$6,483,581ProgramServicesAmt
Management And General$2,864,472ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PLATFORM RELATED MAINTE$8,310,144$8,310,144
TAXES$271,138$271,138
OTHER EXPENSES$65,999$65,999

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$149,377,878TotalAmt
Program Services$116,859,071ProgramServicesAmt
Management And General$32,518,807ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,492,538BOYAmt
EOY$1,555,820EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,005,517BOYAmt
EOY$5,005,768EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,015,733BOYAmt
EOY$2,107,637EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,070,721BOYAmt
EOY$19,900,323EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,762,237BOYAmt
EOY$3,744,249EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$133,365,465LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$56,884,790LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$64,836,185BOYAmt
EOY$76,480,675EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,395,859BOYAmt
EOY$1,393,963EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,052,611BOYAmt
EOY$853,472EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$94,631,401BOYAmt
EOY$111,041,907EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,404,160BOYAmt
EOY$26,882,389EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,518,727BOYAmt
EOY$10,439,588EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$25,450,950BOYAmt
EOY$30,032,561EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,880,017BOYAmt
EOY$13,152,167EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,253,854BOYAmt
EOY$80,506,705EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,377,547BOYAmt
EOY$30,535,202EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,377,547BOYAmt
EOY$30,535,202EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$94,631,401BOYAmt
EOY$111,041,907EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,157,655ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,185,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,655,202CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,577,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,624,058CurrentTaxYearMinus1YearAmt
Current Tax Year$16,453,945CurrentTaxYearAmt
Total$68,496,683TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,185,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,655,202CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,577,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,624,058CurrentTaxYearMinus1YearAmt
Current Tax Year$16,453,945CurrentTaxYearAmt
Total$68,496,683TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$68,496,683PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,430CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$428CurrentTaxYearMinus1YearAmt
Current Tax Year$239CurrentTaxYearAmt
Total$22,003TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$359,182CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$371,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$525,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170,960CurrentTaxYearMinus1YearAmt
Current Tax Year$406,450CurrentTaxYearAmt
Total$1,832,892TotalAmt
FieldValueIRS element (for citing)
Total Support$70,351,578TotalSupportAmt
Gross Receipts Rltd Activities$401,662,797GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97360PublicSupportCY170Pct
Public Support PY1700.97620PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,082,069OtherCostOrOtherBasisAmt
Book Value$9,082,069BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,932,289OtherCostOrOtherBasisAmt
Depreciation$613,061DepreciationAmt
Book Value$4,319,228BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$119,351,107OtherCostOrOtherBasisAmt
Depreciation$56,271,729DepreciationAmt
Book Value$63,079,378BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$76,480,675TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO VOXENT AND CTNDesc
Amt$13,152,167Amt
FieldValueIRS element (for citing)
Total Liability$13,152,167TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationOCHIN HAS NO UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$35,794$0RESEARCH CONTRACT - PCORI ADVANCE III 866
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$46,590$0RESEARCH GRANT - EVERYWOMAN 888
HEALTH CHOICE NETWORK
9064 NW 13TH TERRACEDORALFL33172900525658$6,904$0RESEARCH GRANT - EVERYWOMAN 888501(C)(3)
HEALTH CHOICE NETWORK
9064 NW 13TH TERRACEDORALFL33172900525658$44,374$0RESEARCH CONTRACT - PCORI ADVANCE IV501(C)(3)
HEALTH CHOICE NETWORK
9064 NW 13TH TERRACEDORALFL33172900525658$28,946$0RESEARCH CONTRACT - PCORI ADVANCE III 866501(C)(3)
FENWAY COMMUNITY HEALTH CENTER INC
1340 BOYLSION STBOSTONMA02215042510564$45,791$0RESEARCH CONTRACT - PCORI ADVANCE III 866501(C)(3)
FENWAY COMMUNITY HEALTH CENTER INC
1340 BOYLSION STBOSTONMA02215042510564$10,353$0RESEARCH GRANT - EVERYWOMAN 888501(C)(3)
FENWAY COMMUNITY HEALTH CENTER INC
1340 BOYLSION STBOSTONMA02215042510564$69,054$0RESEARCH GRANT - PCORI ADVANCE IV501(C)(3)
HEARTLAND COMMUNITY HEALTH NETWORK
4920 SOUTH 30TH ST 103OMAHANE68107272471697$86,999$0MU SUPPORT - HCCN3 GRANT501(C)(3)
OREGON PRIMARY CARE ASSOCIATION
110 SW YAMHILL STREET SUITE 300PORTLANDOR97204930877985$27,138$0HEALTH CENTER CONTROLLED NP- HCCN2 GRANT501(C)(3)
OHSU
0690 SW BANCROFT STREETPORTLANDOR97239931176109$32,589$0RESEARCH CONTRACT - PCORI ADVANCE IV
DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC28260560532129$187,616$0RESEARCH GRANT - AIM AHEAD501(C)(3)
MOREHOUSE SCHOOL
720 WESTVIEW DRATLANTAGA30310581438873$431,022$0RESEARCH GRANT - AIM AHEAD501(C)(3)
UC IRVINE
120 THEORY SUITE 200IRVINEOR92697952226406$123,855$0RESEARCH GRANT - AIM AHEAD
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationRECIPIENTS MUST APPLY AND USE GRANTS FOR PURPOSES THAT ARE INCLUDED IN EACH STATEMENT OF WORK INCLUDED IN THE GRANT AGREEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ABIGAIL SEARS
CHIEF EXECUTIVE OFFICER$477,931$0$412,387$0$9,000$0$28,440$0$15,697$0$943,455$0$0$0
SEAN WHITELEY-ROSS
CFO$370,345$0$267,759$0$0$0$25,113$0$24,795$0$688,012$0$0$0
KIMBERLY KLUPENGER
CXO$304,331$0$279,310$0$0$0$22,758$0$24,795$0$631,194$0$0$0
JAMES MALDONADO
CORPORATE COUNSEL$272,787$0$58,790$0$0$0$14,292$0$15,697$0$361,566$0$0$0
JENNIFER STOLL
EXECUTIVE VP GOV RELATIONS$235,881$0$53,058$0$0$0$16,101$0$24,795$0$329,835$0$0$0
KEVIN GEOFFROY
CHIEF OF STAFF$215,649$0$68,647$0$0$0$18,366$0$15,697$0$318,359$0$0$0
JESSICA JANOTA
VP EHR OPERATIONS$236,904$0$41,081$0$0$0$17,976$0$8,271$0$304,232$0$0$0
ANISHA ABDUL-ALI
VP POPULATION HEALTH AND DATA$216,697$0$40,084$0$0$0$18,495$0$15,697$0$290,973$0$0$0
STACIE CARNEY
CHIEF MED INFORMATIC$233,208$0$32,315$0$0$0$19,134$0$0$0$284,657$0$0$0
ENGERS FERNANDEZ-NUNEZ
VP LEARNING$205,294$0$39,192$0$0$0$11,005$0$24,795$0$280,286$0$0$0
SCOTT FIELDS
CHIEF MEDICAL OFFICER$173,433$0$42,039$0$0$0$14,408$0$8,271$0$238,151$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CA 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 15THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE CEO'S SALARY BASED ON PERFORMANCE AND COMPARABLE MARKET SALARIES. THE CEO USES THIS SAME PROCESS TO PREPARE THE EMPLOYMENT COMPENSATION OF OTHER EXECUTIVES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, SECTION XII, LINE 2C:THE PROCESS FOR REVIEWING FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
OCHIN PRACTICE SERVICES
1881 SW NAITO PARKWAYPORTLANDOR97201451677876OPERATIONS SUPPORTOR501(C)(3)LINE 12A, IOCHIN INCYes (1)
VOXENT
1881 SW NAITO PARKWAYPORTLANDOR97201611541009TECHNOLOGY-BASED SERVICES FOR PLANNED PARENTHOOD TO IMPROVE PRACTICESOR501(C)(3)LINE 12A, IOCHIN INCYes (1)
CALIFORNIA TELEHEALTH NETWORK
1881 SW NATIO PARKWAYPORTLANDOR97201273045436ADVANCED INFORMATION TECHNOLOGIES TO IMPROVE ACCESS TO QUALITY HEALTHCARECA501(C)(3)LINE 7OCHIN INCYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
OCHIN PRACTICE SERVICES
D$95,414ACTUAL AMOUNT
CALIFORNIA TELEHEALTH NETWORK
E$1,456,653ACTUAL AMOUNT

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