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Governance Register
US nonprofit · EIN 475607606 · Phoenix, AZiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 475607606) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Licence US Federal Government public domain.How we handle data

Orion Health Insurance Pool Inc's network

5 people1 organisationi5 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Dawn AbbottPresident2018
8 yrs
Jeff OakesVice President2018
8 yrs
Melissa DixonDirector2022
4 yrs
Paulett DavisDirector2020
6 yrs
Steven KoronaSecretary/Treasurer2024
2 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Dawn AbbottPresident0.4$0$360k$51k
Steven KoronaSecretary/Treasurer0.4$0$116k$26k
Jeff OakesVice President0.4$0$150k$28k
Melissa DixonDirector0.4$0$195k$34k
Paulett DavisDirector0.4$0$115k$16k

About

Legal name
Orion Health Insurance Pool Inc
EIN
475607606
Address
333 E Osborn Rd Ste 300, Phoenix, AZ, 85012-2322
State
Arizona
Mission
(as filed on the Form 990)
Activity (NTEE)
Y43 Mutual and membership benefit
IRS classification
501(c)09 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Mutual & Membership Benefit
Size band
7 (IRS master file code)
Formed
2016
Principal officer
Jeffrey Oakes (as named on the Form 990)
IRS ruling date
1 June 2016
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2024

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsDawn Abbott
≥8years on the filingsJeff Oakes
≥6years on the filingsPaulett Davis
≥4years on the filingsMelissa Dixon

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$5.7m
Total liabilities
$1.1m
Net assets or fund balances
$4.7m
Contributions and grants received
$0
Program service revenue
$5.5m
Employees
0

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$5.7m$5.3m$442k

As filed on the IRS Form 990. US dollars.