Ohio Shared Information Services INC FY2023 filing

Tax-deductible

Cincinnati, OH501(c)(3)Since 2000Foundations & GrantmakersEIN 31-1762094Revenue $32.1M in FY2023

On file with the IRSosisonline.net7870 E Kemper Rd Ste 330, 45249-1675 · Cincinnati, OHTax-exempt since Dec 2001Supporting organization — 509(a)(3)

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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.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$2.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $403K a year · 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.1M
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5.9M
60% of total assets
Fine: liabilities are 60% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$32.1M
+14% vs prior year
Spent
$31.9M
To programs
83%
Net assets
$3.9M
By yearFY2020–FY2025
Revenue
$32.1M
FY2023▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$23.6M
FY2021$26.2M
FY2022$28.2M
FY2023$32.1M
FY2024$33.1M
FY2025$32.5M
Expenses
$31.9M
FY2023▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$21.7M
FY2021$26.1M
FY2022$28.8M
FY2023$31.9M
FY2024$33.7M
FY2025$31.2M
Net assets
$3.9M
FY2023▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.1M
FY2021$4.2M
FY2022$3.7M
FY2023$3.9M
FY2024$3.2M
FY2025$4.5M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $26.6M Management & general 17% · $5.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $2.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
$389,074Pt VII · Sec A
$231,292Pt VII · Sec A
Chief Member Services Officer
$210,924Pt VII · Sec A
$202,709Pt VII · Sec A
VP of Customer Relations
$200,713Pt VII · Sec A
Director of IT
$190,118Pt VII · Sec A
SR Dir of Apps Engineering
$169,029Pt VII · Sec A
Director of Ehr Development
$165,498Pt VII · Sec A

Jeff Lowrance’s $425K as Chief Executive Officer is at the 86th percentile of top reported officer pay among 661 $10–100M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2023FY2022FY2021FY2020
Jeff Lowrance$424,503————
Jeffery Lowrance—$389,074$363,791$350,977$332,442
Aleicia Ennis$344,714————
Scott Heaton—$200,713$278,399$280,849$343,676
Thomas Shannon—$231,292$223,009$207,833$223,050
Heidi Gerner$210,166$210,924$180,166$175,236$182,336
Michael Schramm—$202,709$195,748$183,801$206,216
Eric Effertz————$190,352

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides EHR and technical support to health centers, helping them improve care and meet goals.

Provided by the organization

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2 programs · $26.6M · in their own filed words · FY2023
01

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.

$25.8Mprogram expense
02

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.

$816Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$32.1M
Ln 12
Fees for servicesLn 2g$30.9M
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$183K
Money outPt IX
$31.9M
Ln 25
Programscol B$26.6M
Managementcol C$5.3M
Owns and owesPt X
$3.9M
net assets · Ln 32
Cash and savingsLn 1–2$4.8M
Total assetsLn 16$9.8M
LiabilitiesLn 26$5.9M
PeoplePt VI, VII
17
listed · VII A
PaidVII A10
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$1.1M
Fees for servicesLn 2g$30.9M
Investment incomeLn 3$183K
Total revenueLn 12$32.1M
Assets in detailPt X, end of year
CashLn 1$4.8M
Cash and savings togetherLn 1–2$4.8M
Land, buildings, equipmentLn 10c$2.4M
Other assetsLn 15$19K
Total assetsLn 16$9.8M
LiabilitiesLn 26$5.9M
Net assetsLn 32$3.9M
OperationsPt I, VI
EmployeesI 5179
VolunteersI 621
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$5.5M$4.8M
Land, buildings, equipmentLn 10c$2.9M$2.4M
Total assetsLn 16$10.7M$9.8M
LiabilitiesLn 26$7.1M$5.9M
Net assetsLn 32$3.7M$3.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.4M$1.1M$281K
Other salaries and wagesLn 7$12.3M$9.8M$2.5M
Pension plan contributionsLn 8$367K$274K$93K
Other employee benefitsLn 9$1.9M$1.4M$477K
Payroll taxesLn 10$1.0M$824K$185K
Legal feesLn 11b$9K$9K
Accounting feesLn 11c$26K$26K
Other fees for servicesLn 11g$428K$41K$387K
Advertising and promotionLn 12$12K$4K$8K
Office expensesLn 13$130K$60K$70K
Information technologyLn 14$404K$397K$7K
OccupancyLn 16$197K$197K
TravelLn 17$451K$321K$130K
InterestLn 20$71K$71K
Depreciation, depletion and amortizationLn 22$950K$769K$182K
InsuranceLn 23$109K$109K
Other expenses (24a–d)Ln 24$12.2M$11.5M$643K
Total functional expensesLn 25$31.9M$26.6M$5.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $32.5M$31.2M$1.3M$4.5M 990 PDF
FY2024 $33.1M$33.7M−$615K$3.2M 990 PDF
FY2023 Viewing $32.1M$31.9M$269K$3.9M 990 PDF
FY2022 $28.2M$28.8M−$571K$3.7M 990 PDF
FY2021 $26.2M$26.1M$129K$4.2M 990 PDF
FY2020 $23.6M$21.7M$1.9M$4.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $32,136,247 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $881,073$1,055,465
I-9 Program service revenuePrior year $27,275,244$30,897,373
I-10 Investment incomePrior year $42,309$183,409
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $28,198,626$32,136,247
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $14,769,323$16,917,691
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $13,999,847$14,949,730
I-18 Total expensesPrior year $28,769,170$31,867,421
I-19 Revenue less expensesPrior year −$570,544$268,826
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $32,136,247 across 5 lines filed
VIII-1e Government grants$1,055,465
VIII-1h Total contributions, gifts and grants$1,055,465
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $30,427,759 · Unrelated business $469,614$30,897,373
VIII-3 Investment incomeExcluded from tax $183,409$183,409
VIII-12 Total revenueRelated to mission $30,427,759 · Unrelated business $469,614 · Excluded from tax $183,409$32,136,247
Part IX · Statement of functional expenses $31,867,421 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $1,079,959 · Management $281,223$1,361,182
IX-7 Other salaries and wagesPrograms $9,814,152 · Management $2,481,441$12,295,593
IX-8 Pension plan contributionsPrograms $273,939 · Management $92,942$366,881
IX-9 Other employee benefitsPrograms $1,407,065 · Management $477,388$1,884,453
IX-10 Payroll taxesPrograms $824,162 · Management $185,420$1,009,582
IX-11b Legal feesManagement $8,791$8,791
IX-11c Accounting feesManagement $26,400$26,400
IX-11g Other fees for servicesPrograms $40,658 · Management $387,481$428,139
IX-12 Advertising and promotionPrograms $4,065 · Management $8,144$12,209
IX-13 Office expensesPrograms $59,554 · Management $70,093$129,647
IX-14 Information technologyPrograms $396,631 · Management $7,454$404,085
IX-16 OccupancyManagement $197,018$197,018
IX-17 TravelPrograms $321,224 · Management $129,830$451,054
IX-20 InterestPrograms $71,175$71,175
IX-22 Depreciation, depletion and amortizationPrograms $768,568 · Management $181,564$950,132
IX-23 InsuranceManagement $108,922$108,922
IX-24 Other expenses (24a–d)Programs $11,518,730 · Management $643,428$12,162,158
IX-25 Total functional expensesPrograms $26,579,882 · Management $5,287,539 · Fundraising $0$31,867,421
Part X · Balance sheet $9,794,302 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $5,470,685$4,834,278
X-3 Pledges and grants receivableStart of year $207,182$454,907
X-4 Accounts receivableStart of year $281,374$374,683
X-8 Inventories for sale or useStart of year $207,547$205,672
X-9 Prepaid expenses and deferred chargesStart of year $1,372,867$1,550,224
X-10c Land, buildings and equipment, netStart of year $2,932,092$2,355,247
X-15 Other assetsStart of year $263,374$19,291
X-16 Total assetsStart of year $10,735,121$9,794,302
X-17 Accounts payable and accrued expensesStart of year $2,411,048$2,268,806
X-19 Deferred revenueStart of year $3,466,713$2,948,256
X-25 Other liabilitiesStart of year $1,190,369$641,423
X-26 Total liabilitiesStart of year $7,068,130$5,858,485
X-27 Net assets without donor restrictionsStart of year $3,666,991$3,935,817
X-32 Total net assets or fund balancesStart of year $3,666,991$3,935,817
X-33 Total liabilities and net assetsStart of year $10,735,121$9,794,302
Part XI · Reconciliation of net assets $3,935,817 net assets at year end
XI-1 Total revenue$32,136,247
XI-2 Total expenses$31,867,421
XI-3 Revenue less expenses$268,826
XI-4 Net assets at start of year$3,666,991
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,935,817

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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