Nonprofit · EIN 47-5607606
ORION HEALTH INSURANCE POOL INC
Tax-exempt · PHOENIX, AZ 85012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,937,264 | $4,987,826 | $949,438 | $6,563,443 | $927,083 | $5,636,360 |
| December 31, 2024 | 990 | $5,742,249 | $5,299,977 | $442,272 | $5,741,149 | $1,054,227 | $4,686,922 |
| December 31, 2023 | 990 | $5,456,944 | $4,850,277 | $606,667 | $5,181,509 | $936,859 | $4,244,650 |
| December 31, 2021 | 990 | $5,231,157 | $5,021,811 | $209,346 | $3,368,070 | $731,577 | $2,636,493 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,724,800
- Investment income
- $212,464
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,121,265
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,445
- Accounting fees
- $22,147
Balance sheet and other
- Total assets, start of year
- $5,741,149
- Total assets, end of year
- $6,563,443
- Total liabilities, end of year
- $927,083
- Net assets, end of year
- $5,636,360
- Gross receipts
- $5,937,264
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAWN ABBOTT - PRESIDENT | (THRU APR), DIRECTOR Trustee or director, Officer | 0.4 | $0 | $367,898 | $52,583 |
| STEVEN KORONA - SECTREAS | (THRU APR), DIRECTOR Trustee or director, Officer | 0.4 | $0 | $212,992 | $36,769 |
| JEFF OAKES - VICE PRESIDENT | (THRU APR), PRESIDENT Trustee or director, Officer | 0.4 | $0 | $142,670 | $21,326 |
| MELISSA DIXON - DIRECTOR | (THRU APR), SEC./TREAS. Trustee or director, Officer | 0.4 | $0 | $115,405 | $27,659 |
| PAULETTE DAVIS - DIRECTOR | (THRU APR), VICE PRESIDENT Trustee or director, Officer | 0.4 | $0 | $124,125 | $18,372 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAWN ABBOTT | PRESIDENT Trustee or director, Officer | 0.4 | $0 | $359,794 | $51,148 |
| MELISSA DIXON | DIRECTOR Trustee or director | 0.4 | $0 | $195,135 | $33,879 |
| JEFF OAKES | VICE PRESIDENT Trustee or director, Officer | 0.4 | $0 | $149,568 | $28,082 |
| STEVEN KORONA | SECRETARY/TREASURER Trustee or director, Officer | 0.4 | $0 | $115,595 | $26,222 |
| PAULETT DAVIS | DIRECTOR Trustee or director | 0.4 | $0 | $115,000 | $15,775 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAWN ABBOTT | PRESIDENT Trustee or director, Officer | 0.4 | $0 | $354,698 | $47,248 |
| ROBERT POSEY | SECRETARY/TREASURER Trustee or director, Officer | 0.4 | $0 | $138,161 | $28,568 |
| JEFF OAKES | VICE PRESIDENT Trustee or director, Officer | 0.4 | $0 | $134,611 | $19,749 |
| PAULETT DAVIS | DIRECTOR Trustee or director | 0.4 | $0 | $122,664 | $15,448 |
| MELISSA DIXON | DIRECTOR Trustee or director | 0.4 | $0 | $84,280 | $20,357 |
990 for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAWN ABBOTT | PRESIDENT Trustee or director, Officer | 0.4 | $0 | $313,566 | $42,220 |
| ROBERT POSEY | SECRETARY/TREASURER Trustee or director, Officer | 0.4 | $0 | $119,190 | $25,493 |
| JEFF OAKES | VICE PRESIDENT Trustee or director, Officer | 0.4 | $0 | $130,858 | $12,803 |
| JANET RETTMANN | DIRECTOR Trustee or director | 0.4 | $0 | $122,547 | $13,249 |
| PAULETT DAVIS | DIRECTOR Trustee or director | 0.4 | $0 | $63,144 | $6,704 |
Address and contacts
- Address (IRS master file)
- 333 E OSBORN RD STE 300, PHOENIX, AZ 85012-2322
- In care of
- % JOHN H ASHTON
- Principal officer (990 for 2025)
- JEFFREY OAKES, 333 E OSBORN ROAD 300, PHOENIX, AZ 85012
- Signed the 990
- JEFFREY OAKES, PRESIDENT
- Phone
- (844) 381-4790
- Website
- WWW.ORIONHEALTHPOOL.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
SEE SCHEDULE O
Program accomplishments
- COMPREHENSIVE HEALTH BENEFITS PROGRAM:ORION HEALTH INSURANCE POOL OFFERS A COMPREHENSIVE HEALTH BENEFITS PROGRAM TO NOT-FOR-PROFIT, CONTRACTORS AND SUBCONTRACTORS LICENSED TO DO WORK FOR THE STATE OF ARIZONA OR POLITICAL SUBDIVISION OF THE STATE OF ARIZONA.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-5607606
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,563,443
- Income (IRS master file)
- $5,937,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,937,264 | $4,987,826 | $6,563,443 | XML |
| 990 | December 2024 | $5,742,249 | $5,299,977 | $5,741,149 | XML |
| 990 | December 2023 | $5,456,944 | $4,850,277 | $5,181,509 | XML |
| 990 | December 2022 | $4,836,890 | $3,835,400 | $4,359,290 | IRS |
| 990 | December 2021 | $5,231,157 | $5,021,811 | $3,368,070 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5607606).
Questions about ORION HEALTH INSURANCE POOL INC
- What is the EIN of ORION HEALTH INSURANCE POOL INC?
- The employer identification number (EIN) of ORION HEALTH INSURANCE POOL INC is 47-5607606.
- Is ORION HEALTH INSURANCE POOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to ORION HEALTH INSURANCE POOL INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ORION HEALTH INSURANCE POOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORION HEALTH INSURANCE POOL INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORION HEALTH INSURANCE POOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ORION HEALTH INSURANCE POOL INC?
- The 990 for the year ended December 31, 2025 names JEFFREY OAKES.
- Who are the officers and directors of ORION HEALTH INSURANCE POOL INC?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ORION HEALTH INSURANCE POOL INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,937,264, expenses of $4,987,826 and total assets of $6,563,443 at year end.
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