Ohio Shared Information Services

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

Jeff Lowrance

Phone

5136775600

Tax Period

2023-01-01 to 2023-12-31

Ohio Shared Information Services, founded in 2000, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $32.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

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 Service Accomplishments

Program 1

Expenses: $25,763,643 Revenue: $30,427,759

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...

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.

Program 2

Expenses: $816,239

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,055,465

Program Service Revenue $30,897,373

Investment Income $183,409

Other Revenue $0

TOTAL REVENUE $32,136,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,917,691

Fundraising Expenses $0

Program Expenses $26,579,882

Other Expenses $14,949,730

TOTAL EXPENSES $31,867,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,136,247	$28,198,626	+0.1%
Expenses	$31,867,421	$28,769,170	+0.1%
Net Income	$268,826	$-570,544	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

170

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,145,284

Total Directors

Key Employees

$215,898

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Summer Kirby	Board Member	1.00	Director	$0	$0	$0
Willie White	Vice Chair	1.00	Officer Director	$0	$0	$0
Peter Mojarras	Board Member	1.00	Director	$0	$0	$0
Robin Winslow	Chair	1.00	Officer Director	$0	$0	$0
Rhonda Hauff	Board Member	1.00	Director	$0	$0	$0
Jolene Joseph	Board Member	1.00	Director	$0	$0	$0
Dan Prevost	Secretary	1.00	Officer Director	$0	$0	$0
Jeffery Lowrance	CEO	40.00	Officer	$389,074	$36,955	$426,029
Thomas Shannon	CFO	40.00	Officer	$231,292	$32,281	$263,573
Michael Schramm	CTO	40.00	Officer	$202,709	$32,583	$235,292
Heidi Gerner	Chief Member Services Officer	40.00	Officer	$210,924	$9,466	$220,390
Scott Heaton	VP of Customer Relations	40.00	Key Emp	$200,713	$15,185	$215,898
Todd Portz	Director of IT	40.00	Highest	$190,118	$20,392	$210,510
Andrew Kmett	Sr Dir of Apps Engineering	40.00	Highest	$169,029	$30,831	$199,860
Francis Caparas	Director of EHR Development	40.00	Highest	$165,498	$7,038	$172,536
Joseph Dato	Director of DBA	40.00	Highest	$162,332	$30,563	$192,895
Jennifer Thompson	VP of Human Resources	40.00	Highest	$161,820	$30,823	$192,643

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$32,136,247	$31,867,421	$9,794,302	$268,826
2022	$28,198,626	$28,769,170	$10,735,121	$-570,544
2021	$26,206,516	$26,077,171	$9,673,672	$129,345
2020	$23,605,608	$21,704,139	$8,507,618	$1,901,469
2019	$19,400,047	$19,230,061	$6,414,878	$169,986
2018	$17,136,844	$17,004,412	$5,390,719	$132,432