Civic Intelligence

Jefferson Health Information Exchange Reliance Ehealth Collaborative

EIN 46-1771584 • 501(c)3 • Medford, OR

Profile

The organization implements and manages an electronic health information exchange network that allows a patient's health information to be accessible throughout the patient's respective health care community. The network facilitates the exchange of electronic health care information among health care providers.

122 East Main St Ste 201Medford, OR 97501

www.reliancehie.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.98x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.33x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

8.4%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

0.2%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-0.6%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,178,942

Up $2,558 (+0.2%) from 2023

Liabilities

Down

$1,160,798

Down $289,732 (-20%) from 2023

Net Assets

Up

$18,144

Up $292,290 (+107%) from 2023

Revenue

Down

$3,495,476

Down $21,886 (-0.6%) from 2023

Expenses

Down

$3,203,186

Down $807,258 (-20%) from 2023

Net Income

Up

$292,290

Up $785,372 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2013: $252,432Liabilities 2013: $0Net Assets 2013: $252,4322013Assets 2014: $1,011,948Liabilities 2014: $0Net Assets 2014: $1,011,9482014Assets 2015: $1,725,423Liabilities 2015: $7Net Assets 2015: $1,725,4162015Assets 2016: $1,175,116Liabilities 2016: $0Net Assets 2016: $1,175,1162016Assets 2017: $1,304,921Liabilities 2017: $514,847Net Assets 2017: $790,0742017Assets 2018: $824,004Liabilities 2018: $1,097,358Net Assets 2018: -$273,3542018Assets 2019: $390,481Liabilities 2019: $2,014,727Net Assets 2019: -$1,624,2462019Assets 2020: $941,841Liabilities 2020: $1,191,209Net Assets 2020: -$249,3682020Assets 2021: $1,759,328Liabilities 2021: $1,012,032Net Assets 2021: $747,2962021Assets 2022: $398,177Liabilities 2022: $179,241Net Assets 2022: $218,9362022Assets 2023: $1,176,384Liabilities 2023: $1,450,530Net Assets 2023: -$274,1462023Assets 2024: $1,178,942Liabilities 2024: $1,160,798Net Assets 2024: $18,1442024

Highlighted filing

2024

Assets$1,178,942
Liabilities$1,160,798
Net Assets$18,144

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $863,105Expenses 2013: $610,673Net Income 2013: $252,4322013Revenue 2014: $1,498,393Expenses 2014: $738,877Net Income 2014: $759,5162014Revenue 2015: $2,148,334Expenses 2015: $1,440,552Net Income 2015: $707,7822015Revenue 2016: $2,575,298Expenses 2016: $3,123,621Net Income 2016: -$548,3232016Revenue 2017: $4,220,700Expenses 2017: $4,922,610Net Income 2017: -$701,9102017Revenue 2018: $2,622,910Expenses 2018: $3,673,033Net Income 2018: -$1,050,1232018Revenue 2019: $2,325,011Expenses 2019: $3,676,632Net Income 2019: -$1,351,6212019Revenue 2020: $3,759,059Expenses 2020: $2,384,181Net Income 2020: $1,374,8782020Revenue 2021: $3,920,929Expenses 2021: $2,924,265Net Income 2021: $996,6642021Revenue 2022: $2,939,021Expenses 2022: $3,464,502Net Income 2022: -$525,4812022Revenue 2023: $3,517,362Expenses 2023: $4,010,444Net Income 2023: -$493,0822023Revenue 2024: $3,495,476Expenses 2024: $3,203,186Net Income 2024: $292,2902024

Highlighted filing

2024

Revenue$3,495,476
Expenses$3,203,186
Net Income$292,290

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$1.16$0.02$3.50$3.20$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$1.45$0.27$3.52$4.01$0.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.18$0.22$2.94$3.46$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.01$0.75$3.92$2.92$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$1.19$0.25$3.76$2.38$1.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$2.01$1.62$2.33$3.68$1.35
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$1.10$0.27$2.62$3.67$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.51$0.79$4.22$4.92$0.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$2.58$3.12$0.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$2.15$1.44$0.71
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$1.50$0.74$0.76
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.86$0.61$0.25
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,939,021
Mission and Program Overview

Mission

To facilitate patient-centered care through a community driven and clinician led collaboration that promotes better health and provides value through secure and trusted information sharing.

To facilitate patient-centered care through a community-driven and clinician-led collaboration that promotes better health and provides value through secure and trusted information sharing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,007,199$223,608▼ $783,591
Accounts Receivable$715,642$118,997▼ $596,645
Prepaid Expenses and Deferred Charges$32,781$55,572▲ $22,791
Land, Buildings, and Equipment, Net$3,706$0▼ $3,706
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,759,328$398,177▼ $1,361,151
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,012,032$179,241▼ $832,791
Total Liabilities$1,012,032$179,241▼ $832,791
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$747,296$218,936▼ $528,360
Total Net Assets Fund Balance$747,296$218,936▼ $528,360
Total Liabilities and Net Assets / Fund Balance$1,759,328$398,177▼ $1,361,151
Compensation and Service Providers

Board Members and Trustees

NameTitle
John GaedeChairman
Jeremiah BrickhouseVice Chair
Coco YackleyDirector
Dawna OksenDirector
Erika HubbardDirector
Justin ZesigerDirector
Michael ThomasDirector
Paul Matz MdDirector
Twila FarrisDirector
William NorthDirector
Forest SextonSecretary/treas
Leslie JohnstoneSecretary/treas

Highest Paid Contractors

ContractorServicesLocationCompensation
Cognosante LLCData Management3110 FAIRVIEW PARK DR SUITE 7000, Falls Church, VA 22042$1,515,114
Perfect Search CorporationSoftware Impl/maint565 E TECHNOLOGY AVE, Orem, UT 84097$831,422
Zen Healthcare ItSoftware Impl/maint611 ANTON BLVD SUITE 550, Costa Mesa, CA 92626$151,305
Medfx CorporationData Management33115 COLLECTION CENTER DRIVE, Chicago, IL 60693$134,213
Health Catalyst INCData Analytics10897 S RIVER FRONT PKWY STE 300, South Jordan, UT 84095$113,750
Revenue and Support

Revenue Composition

Contributions and Grants
$25,000
Program Service Revenue
$2,914,021
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-525,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,376,252
Salaries, Compensation, and Employee Benefits$88,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$1,460,704--$1,460,704
Fees for Services Other$177,300$19,700-$197,000
Insurance$99,666$2,345-$102,011
Other Salaries and Wages$72,098--$72,098
Fees for Services Accounting-$53,257-$53,257
Occupancy$27,595$649-$28,244
Travel$21,253--$21,253
Advertising$17,111--$17,111
Payroll Taxes$8,406--$8,406
Other Employee Benefits$7,746--$7,746
Fees for Services Legal$5,130--$5,130
Office Expenses$3,130$74-$3,204
Other Expenses$1,905$45-$1,950
Depreciation Depletion$808$19-$827
Total Functional Expenses$3,386,529$77,973$0$3,464,502
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the director, the financial analyst and select board members prior to filing. All board members are offerred the opportunity to review prior to filing. Completed copies of the final form 990 are made available to board members upon request. The board is informed of the option to review or receive a final copy of the 990 at the board meetings.

Form 990, Part VI, Section B, Line 12C

At each vote of the board of directors meetings, the board members are asked if there are any conflicts of interest that should be noted. If the board determines there is a potential conflict, the board member with the conflict is asked to abstain from voting. Additionally, annual conflict of interest statements are completed by the board members.

Form 990, Part VI, Section B, Line 15A

The finance committee of the board reviews compensation for management and key employees. The finance committee looks at national and local benchmarks for similar positions, oregon department of labor statistics for the job category and surveys with local employers to determine the compensation. For the executive position, the finance committee creates a recommendation which is then brought to the board of directors for review and approval.

Form 990, Part VI, Section B, Line 15B

The finance committee of the board reviews compensation for management and key employees. The finance committee looks at national and local benchmarks for similar positions, oregon department of labor statistics for the job category and surveys with local employers to determine the compensation. For the executive position, the finance committee creates a recommendation which is then brought to the board of directors for review and approval.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Jefferson Health Information Exchange
EIN
46-1771584
Phone
8552905443
Address
122 EAST MAIN ST STE 201, MEDFORD, OR 97501

Signing Officer

Name
John Gaede
Title
Chairman
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Gaede
Formed
2013
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
11
Volunteers
14

Preparer

Firm
Kdp Certified Public Accountants Llp
Address
841 OHARE PKWY STE 200, MEDFORD, OR 97504
Preparer
Annie Driver CPA
Phone
5417736633
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Adjusted basis of destroyed assets = -$2879

Raw XML AppendixShowing 400 of 513 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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