Jefferson Health Information Exchange
Nonprofit profile at a glance
- EIN
- 461771584
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Medford, OR, USA
- Phone
- 8552905443
- Rating
- 72
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Health, General and Financing
Reported finances
- Revenue
- $3,495,476
- Expenses
- $3,203,186
- Assets
- $1,178,942
- Liabilities
- $1,160,798
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
People named in this filing
- DARRIS MISHLER (BOARD CHAIR)
- MARK STOCKWELL (VICE CHAIR)
- DAWNA OKSEN (SECRETARY TREAS)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization implements and manages an electronic health information exchange network that allows a patients health information to be accessible throughout the patients respective health care community. The network facilitates the exchange of electronic health care information among health care providers.
What it reported doing in 2024
The organization implements and manages an electronic health information exchange network that allows a patients health information to be accessible througout the patients respective health care community. This network facilitates the exchange of electronic health information among providers in communities served. The benefits of the exchange include reducing medical errors associated with incomplete information available to providers of medical care improving communication among health care providers and their patients reducing the number of duplicative tests facilitating more efficient clinical referrals and transitions of care and reducing the cost of health care especially medicare and medicaid costs and Oregon health plan costs thereby reducing the burden of government.
Operating model
- Revenue model
- Other-operating. 100% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 81
- Transparency & Controls: 60
- Accountability: 76
- Sustainability: 43
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.8%; rating input score 88
- Program expense ratio: 95.9%; rating input score 96
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 8.4%; rating input score 59; 59th percentile among comparable filings
- Total-asset coverage ratio: 0.37; rating input score 12; 12th percentile among comparable filings
- Liabilities to assets ratio: 0.98; rating input score 5; 5th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings
Growth
- Program expense growth: 5.1% per year; rating input score 100; 40th percentile among comparable filings
- Revenue growth: 5.2% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: -2.2% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 87.8% of revenue deployed · 95.9% of spending went to programs
- Governance: 10 of 10 board members independent · 3 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $3.1M in reported program spending
- Leadership: top reported pay $0 · 10 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $1.6M reported
- Consistency: 42 of 42 current checks pass
- Schedules: 4 filed schedules · includes executive pay
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Operating margin scored 59/100.
- High — Sustainability: Liabilities to assets ratio scored 5/100.