Ochin Inc
Nonprofit profile at a glance
- EIN
- 200195556
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Portland, OR, USA
- Phone
- 5039432500
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Health, General and Financing
Reported finances
- Revenue
- $307,334,494
- Expenses
- $289,782,045
- Assets
- $224,706,185
- Liabilities
- $129,848,782
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
33 people listed
Executive titles in this filing
- GIL MUNOZ (CHAIR, AMBULATORY CEO STEERING COMM)
- ABIGAIL SEARS (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- ABIGAIL SEARS (CHIEF EXECUTIVE OFFICER): $920,137 total reported compensation
- KIMBERLY KLUPENGER (CHIEF EXPERIENCE OFFICER): $573,711 total reported compensation
- JULIE VAILS (CHIEF TRANSFORMATION & IMPACT OFFICER): $547,830 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Providing health information technology, software and services exclusively for community health clinics and small practices serving the medically underserved.
What it reported doing in 2024
Served 500 county and local health and welfare clinics in supporting and improving their information technology systems.
Operating model
- Revenue model
- Earned-program. 90% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 99% 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 - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 51
- Transparency & Controls: 83
- Accountability: 100
- Sustainability: 46
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 56%; rating input score 56
- Program expense ratio: 59.4%; rating input score 59
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 5.7%; rating input score 59; 59th percentile among comparable filings
- Total-asset coverage ratio: 0.78; rating input score 31; 31st percentile among comparable filings
- Liabilities to assets ratio: 0.58; rating input score 30; 30th percentile among comparable filings
- Officer compensation ratio: 2.3%; rating input score 51; 51st percentile among comparable filings
Growth
- Program expense growth: 19.5% per year; rating input score 100; 92nd percentile among comparable filings
- Revenue growth: 18.7% per year; rating input score 100; 93rd percentile among comparable filings
- Asset growth: 17.7% per year; rating input score 100; 90th percentile among comparable filings
Details
- Where the money goes: 56% of revenue deployed · 59.4% of spending went to programs
- Governance: 16 of 16 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $172.2M in reported program spending
- Leadership: top reported pay $920K · 33 people listed · 2 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $51.7M reported
- Consistency: 35 of 35 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 28 filed money-flow records
- Related organizations: 17 filed related-organization links
- 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.
- Review — Financial Efficiency: Mission deployment rate scored 56/100.
- Review — Financial Efficiency: Program expense ratio scored 59/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
- Review — Sustainability: Operating margin scored 59/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 30/100.
- Review — Sustainability: Officer compensation ratio scored 51/100.