Nonprofit · EIN 31-1762094
OHIO SHARED INFORMATION SERVICES INC
Tax-exempt · CINCINNATI, OH 45249
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $32,534,811 | $31,233,165 | $1,301,646 | $12,128,154 | $7,651,550 | $4,476,604 |
| December 31, 2024 | 990 | $33,110,684 | $33,726,051 | -$615,367 | $11,214,654 | $8,039,696 | $3,174,958 |
| December 31, 2023 | 990 | $32,136,247 | $31,867,421 | $268,826 | $9,794,302 | $5,858,485 | $3,935,817 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $922,190
- of which government grants
- $922,190
- Program service revenue
- $31,466,767
- Investment income
- $145,854
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,294,070
- Other salaries and wages
- $12,193,383
- Salaries, compensation and benefits (total)
- $16,983,599
- Professional fundraising fees
- $0
- Legal fees
- $9,041
- Accounting fees
- $103,832
- Occupancy
- $113,980
- Travel
- $416,064
- Depreciation
- $1,029,193
- Program services (functional)
- $27,185,769
- Management and general (functional)
- $4,047,396
Balance sheet and other
- Total assets, start of year
- $11,214,654
- Total assets, end of year
- $12,128,154
- Total liabilities, end of year
- $7,651,550
- Net assets, end of year
- $4,476,604
- Land, buildings and equipment
- $3,251,131
- Net assets without donor restrictions
- $4,476,604
- Gross unrelated business income
- $316,088
- Gross receipts
- $32,534,811
- Employees
- 179
- Volunteers
- 21
- Year formed
- 2000
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ABIGAIL SEARS | CHIEF EXECUTIVE OFFICER (OCHIN) Officer | 1 | $0 | $792,723 | $84,006 |
| JEFF LOWRANCE | CHIEF EXECUTIVE OFFICER Officer | 40 | $424,503 | $0 | $48,076 |
| BRENDA GARSKE | CHIEF FINANCIAL OFFICER (OCHIN) Officer | 1 | $0 | $385,593 | $77,957 |
| ALEICIA ENNIS | CHIEF STRATEGIC SALES OFFICER Key employee | 40 | $344,714 | $0 | $28,831 |
| JOE DATO | SR DIR OF IT & CYBERSECURITY Highest-paid employee | 40 | $190,060 | $0 | $41,983 |
| JENNIFER THOMPSON | CHIEF HUMAN RESOURCES OFFICER Key employee | 40 | $188,910 | $0 | $41,948 |
| ANDREW KMETT | SR DIR OF APPLICATION ENGINEERING Highest-paid employee | 40 | $180,075 | $0 | $41,603 |
| HEIDI GERNER | CHIEF OPERATING OFFICER Officer | 40 | $210,166 | $0 | $6,921 |
| FRANCO CAPARAS | DIRECTOR OF EHR DEVELOPMENT Highest-paid employee | 40 | $175,064 | $0 | $25,480 |
| HARRY STREET | SR DIR OF REVENUE CYCLE OPS Highest-paid employee | 40 | $157,444 | $0 | $30,475 |
| REBECCA RUDD | DIRECTOR OF HCCN & QI OPERATIONS Highest-paid employee | 40 | $162,557 | $0 | $16,736 |
| DENISE RODGERS MD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBIN WINSLOW | CHAIR (PRIOR) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VIGNETTA CHARLES PHD | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOLENE JOSEPH | VICE CHAIR (PRIOR) Trustee or director, Officer | 1 | $0 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC HACKETT | SECRETARY Trustee or director, Officer | 1 | $0 |
| TOM ANDRIOLA | TREASURER Trustee or director, Officer | 1 | $0 |
| PETER MOJARRAS | SECRETARY/TREASURER (PRIOR) Trustee or director, Officer | 1 | $0 |
| MICHAEL GIFFORD | IMMEDIATE PAST CHAIR, DIRECTOR Trustee or director | 1 | $0 |
| GIL MUNOZ | CHAIR, AMBULATORY CEO STEERING COMM Trustee or director | 1 | $0 |
| KIM SCHWARTZ | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| AARON TODD | DIRECTOR Trustee or director | 1 | $0 |
| HOMER CHIN MD | DIRECTOR Trustee or director | 1 | $0 |
| JULIE MARTINEZ ORTEGA JD PHD | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN HART | DIRECTOR Trustee or director | 1 | $0 |
| LIZ GIBBONEY | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE GONZALEZ | DIRECTOR Trustee or director | 1 | $0 |
| SARANYA LOEHRER MD | DIRECTOR Trustee or director | 1 | $0 |
| SUMMER KIRBY | DIRECTOR Trustee or director | 1 | $0 |
| WILLIE WHITE III | DIRECTOR Trustee or director | 1 | $0 |
| RHONDA HAUFF | DIRECTOR (PRIOR) Trustee or director | 1 | $0 |
| DANIEL PREVOST | DIRECTOR (PRIOR) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Abigail Sears | CEO - OCHIN Officer | 0 | $0 | $577,138 | $90,614 |
| Jeffery Lowrance | CEO Officer | 40 | $511,325 | $0 | $41,904 |
| Aleicia Ennis | VP of Customer Relations Key employee | 40 | $349,778 | $0 | $24,351 |
| Thomas Shannon | CFO Officer | 40 | $323,223 | $0 | $40,618 |
| Michael Schramm | CTO Officer | 40 | $305,508 | $0 | $40,099 |
| Brenda Garske | CFO - OCHIN Officer | 0 | $0 | $259,524 | $42,288 |
| Heidi Gerner | Chief Member Services Officer Officer | 40 | $287,586 | $0 | $10,687 |
| Jennifer Thompson | VP of Human Resources Highest-paid employee | 40 | $231,106 | $0 | $35,581 |
| Andrew Kmett | Sr Dir of Apps Engineering Highest-paid employee | 40 | $177,362 | $0 | $34,422 |
| Todd Portz | Director of IT Highest-paid employee | 40 | $187,952 | $0 | $21,828 |
| Joseph Dato | Director of DBA Highest-paid employee | 40 | $162,317 | $0 | $33,843 |
| Francis Caparas | Director of EHR Development Highest-paid employee | 40 | $160,910 | $0 | $7,115 |
| Summer Kirby - Left 624 | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Willie White - Left 624 | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Peter Mojarras | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Robin Winslow | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Rhonda Hauff | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jolene Joseph | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dan Prevost - Left 624 | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Greg Young - Start 724 | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Michelle Gonzalez - Start 724 | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Mike Gifford - Start 724 | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jeffery Lowrance | CEO Officer | 40 | $389,074 | $36,955 |
| Thomas Shannon | CFO Officer | 40 | $231,292 | $32,281 |
| Michael Schramm | CTO Officer | 40 | $202,709 | $32,583 |
| Heidi Gerner | Chief Member Services Officer Officer | 40 | $210,924 | $9,466 |
| Scott Heaton | VP of Customer Relations Key employee | 40 | $200,713 | $15,185 |
| Todd Portz | Director of IT Highest-paid employee | 40 | $190,118 | $20,392 |
| Andrew Kmett | Sr Dir of Apps Engineering Highest-paid employee | 40 | $169,029 | $30,831 |
| Joseph Dato | Director of DBA Highest-paid employee | 40 | $162,332 | $30,563 |
| Jennifer Thompson | VP of Human Resources Highest-paid employee | 40 | $161,820 | $30,823 |
| Francis Caparas | Director of EHR Development Highest-paid employee | 40 | $165,498 | $7,038 |
| Summer Kirby | Board Member Trustee or director | 1 | $0 | $0 |
| Willie White | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Peter Mojarras | Board Member Trustee or director | 1 | $0 | $0 |
| Robin Winslow | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Rhonda Hauff | Board Member Trustee or director | 1 | $0 | $0 |
| Jolene Joseph | Board Member Trustee or director | 1 | $0 | $0 |
| Dan Prevost | Secretary Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7870 E KEMPER RD STE 330, CINCINNATI, OH 45249-1675
- Principal officer (990 for 2025)
- DEREK ROSS, 7870 E KEMPER ROAD 330, CINCINNATI, OH 45249
- Signed the 990
- DEREK ROSS, CFO
- Phone
- (513) 677-5600
- Website
- WWW.OSISONLINE.NET
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
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.
Program accomplishments
- 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.Expenses $26,668,206 · revenue $31,150,679
- 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.Expenses $517,563
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1762094
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $12,128,154
- Income (IRS master file)
- $32,534,811
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $32,534,811 | $31,233,165 | $12,128,154 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $33,110,684 | $33,726,051 | $11,214,654 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $32,136,247 | $31,867,421 | $9,794,302 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $28,198,626 | $28,769,170 | $10,735,121 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1762094).
Questions about OHIO SHARED INFORMATION SERVICES INC
- What is the EIN of OHIO SHARED INFORMATION SERVICES INC?
- The employer identification number (EIN) of OHIO SHARED INFORMATION SERVICES INC is 31-1762094.
- Is OHIO SHARED INFORMATION SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to OHIO SHARED INFORMATION SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OHIO SHARED INFORMATION SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OHIO SHARED INFORMATION SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OHIO SHARED INFORMATION SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OHIO SHARED INFORMATION SERVICES INC?
- The 990 for the year ended December 31, 2025 names DEREK ROSS.
- Who are the officers and directors of OHIO SHARED INFORMATION SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 32 people; 9 received compensation from the organization.
- How much revenue does OHIO SHARED INFORMATION SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $32,534,811, expenses of $31,233,165 and total assets of $12,128,154 at year end.
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