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Nonprofiteer
← OHIO SHARED INFORMATION SERVICES INC

Form 990 for tax year 2024

Filed by OHIO SHARED INFORMATION SERVICES INC.

Totals

Total revenue
$33,110,684
Total expenses
$33,726,051
Contributions and grants received
$859,167
Grants paid
$0
Program services expenses (Part IX)
$28,329,879
Management and general expenses
$5,396,172
Fundraising expenses
$0
Program service expenses (Part III)
$28,329,879

Program services were 84.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Summer Kirby - Left 624

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Willie White - Left 624

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Peter Mojarras

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Robin Winslow

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Hauff

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jolene Joseph

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Dan Prevost - Left 624

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Greg Young - Start 724

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michelle Gonzalez - Start 724

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mike Gifford - Start 724

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeffery Lowrance

    CEO

    Total calculated
    $553,229
    From this org
    $511,325
    From related orgs
    $0
    Other
    $41,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $394,961
    Bonus
    $116,364
    Other
    $0
    Deferred
    $14,427
    Nontaxable benefits
    $27,477
    Filer's total
    $553,229

  • Thomas Shannon

    CFO

    Total calculated
    $363,841
    From this org
    $323,223
    From related orgs
    $0
    Other
    $40,618
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,052
    Bonus
    $117,171
    Other
    $0
    Deferred
    $13,167
    Nontaxable benefits
    $27,451
    Filer's total
    $363,841

  • Michael Schramm

    CTO

    Total calculated
    $345,607
    From this org
    $305,508
    From related orgs
    $0
    Other
    $40,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,167
    Bonus
    $110,341
    Other
    $0
    Deferred
    $12,475
    Nontaxable benefits
    $27,624
    Filer's total
    $345,607

  • Heidi Gerner

    Chief Member Services Officer

    Total calculated
    $298,273
    From this org
    $287,586
    From related orgs
    $0
    Other
    $10,687
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,981
    Bonus
    $110,605
    Other
    $0
    Deferred
    $9,711
    Nontaxable benefits
    $976
    Filer's total
    $298,273

  • Abigail Sears

    CEO - OCHIN

    Total calculated
    $667,752
    From this org
    $0
    From related orgs
    $577,138
    Other
    $90,614
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,138 related
    Bonus
    $0
    Other
    $0 + $9,000 related
    Deferred
    $0 + $70,536 related
    Nontaxable benefits
    $0 + $20,078 related
    Filer's total
    $0 + $667,752 related

  • Brenda Garske

    CFO - OCHIN

    Total calculated
    $301,812
    From this org
    $0
    From related orgs
    $259,524
    Other
    $42,288
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,524 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,721 related
    Nontaxable benefits
    $0 + $31,567 related
    Filer's total
    $0 + $301,812 related

  • Aleicia Ennis

    VP of Customer Relations

    Total calculated
    $374,129
    From this org
    $349,778
    From related orgs
    $0
    Other
    $24,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $99,288
    Bonus
    $250,490
    Other
    $0
    Deferred
    $8,961
    Nontaxable benefits
    $15,390
    Filer's total
    $374,129

  • Todd Portz

    Director of IT

    Total calculated
    $209,780
    From this org
    $187,952
    From related orgs
    $0
    Other
    $21,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,952
    Bonus
    $10,000
    Other
    $0
    Deferred
    $6,534
    Nontaxable benefits
    $15,294
    Filer's total
    $209,780

  • Andrew Kmett

    Sr Dir of Apps Engineering

    Total calculated
    $211,784
    From this org
    $177,362
    From related orgs
    $0
    Other
    $34,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,702
    Bonus
    $10,660
    Other
    $0
    Deferred
    $7,330
    Nontaxable benefits
    $27,092
    Filer's total
    $211,784

  • Francis Caparas

    Director of EHR Development

    Total calculated
    $168,025
    From this org
    $160,910
    From related orgs
    $0
    Other
    $7,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,910
    Bonus
    $6,000
    Other
    $0
    Deferred
    $6,524
    Nontaxable benefits
    $591
    Filer's total
    $168,025

  • Joseph Dato

    Director of DBA

    Total calculated
    $196,160
    From this org
    $162,317
    From related orgs
    $0
    Other
    $33,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,817
    Bonus
    $6,500
    Other
    $0
    Deferred
    $6,751
    Nontaxable benefits
    $27,092
    Filer's total
    $196,160

  • Jennifer Thompson

    VP of Human Resources

    Total calculated
    $266,687
    From this org
    $231,106
    From related orgs
    $0
    Other
    $35,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,039
    Bonus
    $89,067
    Other
    $0
    Deferred
    $8,104
    Nontaxable benefits
    $27,477
    Filer's total
    $266,687

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • OCHIN Inc

    501(c)(3) · Occupational Health Service · OR

Provenance

Return type
form_990
Tax year
2024
Filed
22 September 2025
IRS schema version
2024v5.2
Source object
202542809349301454

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