Civic Intelligence

Orion Health Insurance Pool Inc

EIN 47-5607606 • 501(c)9 • Phoenix, AZ

Profile

Provides health benefits and services.orion health insurance pool (orion) was established january 1, 2016 pursuant to ars 41-621.01, and is a self-insured employee benefits pool. Orion provides health benefits and services to not-for-profit, contractors and subcontractors licensed to do work for the state of arizona or political subdivision of the state of arizona. The pool offers a comprehensive health benefits program, including medical, dental, prescription, basic and supplemental life, ltd and a voluntary vision plan. In addition, the pool offers supplemental programs such as health savings accounts (hsa) and pharmacy benefit programs.

333 E Osborn Road 300Phoenix, AZ 85012

www.orionhealthpool.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.18x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

64th percentile

7.7%

Higher net margin than 64% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$410,942

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

5.2%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,741,149

Up $559,640 (+11%) from 2023

Liabilities

Up

$1,054,227

Up $117,368 (+13%) from 2023

Net Assets

Up

$4,686,922

Up $442,272 (+10%) from 2023

Revenue

Up

$5,742,249

Up $285,305 (+5.2%) from 2023

Expenses

Up

$5,299,977

Up $449,700 (+9.3%) from 2023

Net Income

Down

$442,272

Down $164,395 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2016: $2,472,883Liabilities 2016: $1,005,805Net Assets 2016: $1,467,0782016Assets 2017: $2,168,551Liabilities 2017: $657,418Net Assets 2017: $1,511,1332017Assets 2018: $2,491,952Liabilities 2018: $891,445Net Assets 2018: $1,600,5072018Assets 2019: $2,626,547Liabilities 2019: $630,369Net Assets 2019: $1,996,1782019Assets 2020: $3,113,994Liabilities 2020: $686,847Net Assets 2020: $2,427,1472020Assets 2021: $3,368,070Liabilities 2021: $731,577Net Assets 2021: $2,636,4932021Assets 2022: $4,359,290Liabilities 2022: $721,307Net Assets 2022: $3,637,9832022Assets 2023: $5,181,509Liabilities 2023: $936,859Net Assets 2023: $4,244,6502023Assets 2024: $5,741,149Liabilities 2024: $1,054,227Net Assets 2024: $4,686,9222024

Highlighted filing

2024

Assets$5,741,149
Liabilities$1,054,227
Net Assets$4,686,922

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2016: $6,965,676Expenses 2016: $5,498,598Net Income 2016: $1,467,0782016Revenue 2017: $4,983,047Expenses 2017: $4,938,992Net Income 2017: $44,0552017Revenue 2018: $5,397,329Expenses 2018: $5,307,955Net Income 2018: $89,3742018Revenue 2019: $5,667,173Expenses 2019: $5,271,502Net Income 2019: $395,6712019Revenue 2020: $5,598,170Expenses 2020: $5,167,201Net Income 2020: $430,9692020Revenue 2021: $5,231,157Expenses 2021: $5,021,811Net Income 2021: $209,3462021Revenue 2022: $4,836,890Expenses 2022: $3,835,400Net Income 2022: $1,001,4902022Revenue 2023: $5,456,944Expenses 2023: $4,850,277Net Income 2023: $606,6672023Revenue 2024: $5,742,249Expenses 2024: $5,299,977Net Income 2024: $442,2722024

Highlighted filing

2024

Revenue$5,742,249
Expenses$5,299,977
Net Income$442,272

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Gross Receipts
$5,742,249
Mission and Program Overview

Mission

Provides health benefits and services.orion health insurance pool (orion) was established january 1, 2016 pursuant to ars 41-621.01, and is a self-insured employee benefits pool. Orion provides health benefits and services to not-for-profit, contractors and subcontractors licensed to do work for the state of arizona or political subdivision of the state of arizona. The pool offers a comprehensive health benefits program, including medical, dental, prescription, basic and supplemental life, ltd and a voluntary vision plan. In addition, the pool offers supplemental programs such as health savings accounts (hsa) and pharmacy benefit programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,393,767$4,745,284▲ $351,517
Rtn Earn Endowment Incm Other Fnds$4,244,650$4,686,922▲ $442,272
Accounts Receivable$711,303$658,654▼ $52,649
Savings and Temporary Cash Investments$68,282$322,284▲ $254,002
Prepaid Expenses and Deferred Charges$8,157$14,927▲ $6,770
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,181,509$5,741,149▲ $559,640
Liabilities
Other Liabilities$914,154$955,785▲ $41,631
Accounts Payable and Accrued Expenses$22,705$98,442▲ $75,737
Total Liabilities$936,859$1,054,227▲ $117,368
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,244,650$4,686,922▲ $442,272
Total Liabilities and Net Assets / Fund Balance$5,181,509$5,741,149▲ $559,640
Compensation and Service Providers

Employees

NameTitleOtherTotal
Steven KoronaSecretary/treasurer$141,817$141,817
Paulett DavisDirector$130,775$130,775

Board Members and Trustees

NameTitle
Dawn AbbottPresident
Jeff OakesVice President
Melissa DixonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Risk Program AdministratorsPool Administration333 E OSBORN ROAD SUITE 300, Phoenix, AZ 85012$371,595
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,506,221
Investment Income
$236,028
Other Revenue
$0
Change in Net Assets
$442,272

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,742,249
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,742,249
Total Revenue per Form 990
$5,742,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,782,459
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,517,518
Insurance---$678,783
Fees for Services Management---$371,595
Other Expenses---$182,597
Fees for Services Accounting---$19,740
Office Expenses---$13,716
Fees for Services Other---$12,813
Fees for Services Legal---$6,253
Information Technology---$3,123
Total Functional Expenses$0$0$0$5,299,977

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,299,977
Expenses per Audited Statements$5,258,346
Total Expenses per Audited Statements$5,258,346
Expenses Not Reported on Financial Statements$41,631
Other Expense Adjustments$41,631
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$955,785
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Risk program administrators is the administrator of the pool. Administrator is responsible for the preparation of board materials, will prepare, review, and maintain all appropriate documents, (i.e., service agreements, articles of incorporation, bylaws, membership agreement and administrative procedures), and will serve as the primary contact for the representative(s) of each of the orion's members. Administrator will act as a liaison to all outside agencies and prepare, file, and maintain copies of required reports and will implement the client's financial plans, policies, and accounting practices in accordance with generally accepted accounting

Form 990, Part VI, Section A, Line 6

The members of the pool consist of contractors and sub contractors that provide behavioral health services to the state of arizona or any other political subdivision of the state. For 2023, the pool had two members. There are not separate classes. One of the members has three directors and the other member has two directors on the board of directors. This is based on the relative percentage of contributions to the pool.

Form 990, Part VI, Section A, Line 7A

Members of the pool elect the slate of the board of directors. Each member has equal voting rights.

Form 990, Part VI, Section A, Line 8B

The organization had no committess with the authority to act on behalf of the governing body.

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

Executive director and board president will review before filing, and the board will review after filing.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Orion Health Insurance Pool Inc
EIN
47-5607606
Phone
8443814790
Address
333 E OSBORN ROAD 300, PHOENIX, AZ 85012

Signing Officer

Name
Jeffrey Oakes
Title
President
Phone
8443814790
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Oakes
Formed
2016
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Orion health insurance pool (orion) was established january 1, 2016 pursuant to ars 41-621.01, and is a self-insured employee benefits pool. Orion provides health benefits and services to not-for-profit, contractors and subcontractors licensed to do work for the state of arizona or political subdivision of the state of arizona. The pool offers a comprehensive health benefits program, including medical, dental, prescription, basic and supplemental life, ltd and a voluntary vision plan. In addition, the pool offers supplemental programs such as health savings accounts (hsa) and pharmacy benefit programs.

FORM 990, PART XII, LINE 2C:

The pool does not have a separate audit committee. Instead, the entire board functions as an audit committee by selecting the audit firm and approving the audit. There have been no changes in either the oversight process or the selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

The veba trust, which funds certain benefits of the plan, received an exemption letter from the internal revenue service (irs) dated june 23, 2016, stating that the trust is tax-exempt under the provisions of section 501(c)9 of the internal revenue code (irc). The plan was organized as a nonprofit pursuant to state of arizona statute section 41-621.01. The plan is considered to be a nonprofit organization and is not subject to federal or state corporate income taxes; therefore, no provision for income taxes was recorded in these financial statements. In addition, the plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. As of december 31, 2024 and 2023, no such tax liability or asset was deemed necessary. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Claims payable and estimated claims incurred but not reported reserve for loss adjustment expenses 41,631.

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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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IRS990/SavingsAndTempCashInvstGrp/BOYAmt068282
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0322284
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt041631
IRS990ScheduleD/ExpensesSubtotalAmt05258346
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt041631
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0955785
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05742249
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST, WHICH FUNDS CERTAIN BENEFITS OF THE PLAN, RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JUNE 23, 2016, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). THE PLAN WAS ORGANIZED AS A NONPROFIT PURSUANT TO STATE OF ARIZONA STATUTE SECTION 41-621.01. THE PLAN IS CONSIDERED TO BE A NONPROFIT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE CORPORATE INCOME TAXES; THEREFORE, NO PROVISION FOR INCOME TAXES WAS RECORDED IN THESE FINANCIAL STATEMENTS. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. AS OF DECEMBER 31, 2024 AND 2023, NO SUCH TAX LIABILITY OR ASSET WAS DEEMED NECESSARY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED RESERVE FOR LOSS ADJUSTMENT EXPENSES 41,631.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05299977
IRS990ScheduleD/TotalLiabilityAmt0955785
IRS990ScheduleD/TotalRevenuePerForm990Amt05742249
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05742249
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05258346
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0359794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1195135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2149568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt034500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt117781
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt25700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt222382
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAWN ABBOTT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MELISSA DIXON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JEFF OAKES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0410942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1229014
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2177650
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORION HEALTH INSURANCE POOL (ORION) WAS ESTABLISHED JANUARY 1, 2016 PURSUANT TO ARS 41-621.01, AND IS A SELF-INSURED EMPLOYEE BENEFITS POOL. ORION PROVIDES HEALTH BENEFITS AND SERVICES TO NOT-FOR-PROFIT, CONTRACTORS AND SUBCONTRACTORS LICENSED TO DO WORK FOR THE STATE OF ARIZONA OR POLITICAL SUBDIVISION OF THE STATE OF ARIZONA. THE POOL OFFERS A COMPREHENSIVE HEALTH BENEFITS PROGRAM, INCLUDING MEDICAL, DENTAL, PRESCRIPTION, BASIC AND SUPPLEMENTAL LIFE, LTD AND A VOLUNTARY VISION PLAN. IN ADDITION, THE POOL OFFERS SUPPLEMENTAL PROGRAMS SUCH AS HEALTH SAVINGS ACCOUNTS (HSA) AND PHARMACY BENEFIT PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RISK PROGRAM ADMINISTRATORS IS THE ADMINISTRATOR OF THE POOL. ADMINISTRATOR IS RESPONSIBLE FOR THE PREPARATION OF BOARD MATERIALS, WILL PREPARE, REVIEW, AND MAINTAIN ALL APPROPRIATE DOCUMENTS, (I.E., SERVICE AGREEMENTS, ARTICLES OF INCORPORATION, BYLAWS, MEMBERSHIP AGREEMENT AND ADMINISTRATIVE PROCEDURES), AND WILL SERVE AS THE PRIMARY CONTACT FOR THE REPRESENTATIVE(S) OF EACH OF THE ORION'S MEMBERS. ADMINISTRATOR WILL ACT AS A LIAISON TO ALL OUTSIDE AGENCIES AND PREPARE, FILE, AND MAINTAIN COPIES OF REQUIRED REPORTS AND WILL IMPLEMENT THE CLIENT'S FINANCIAL PLANS, POLICIES, AND ACCOUNTING PRACTICES IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE POOL CONSIST OF CONTRACTORS AND SUB CONTRACTORS THAT PROVIDE BEHAVIORAL HEALTH SERVICES TO THE STATE OF ARIZONA OR ANY OTHER POLITICAL SUBDIVISION OF THE STATE. FOR 2023, THE POOL HAD TWO MEMBERS. THERE ARE NOT SEPARATE CLASSES. ONE OF THE MEMBERS HAS THREE DIRECTORS AND THE OTHER MEMBER HAS TWO DIRECTORS ON THE BOARD OF DIRECTORS. THIS IS BASED ON THE RELATIVE PERCENTAGE OF CONTRIBUTIONS TO THE POOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE POOL ELECT THE SLATE OF THE BOARD OF DIRECTORS. EACH MEMBER HAS EQUAL VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAD NO COMMITTESS WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE DIRECTOR AND BOARD PRESIDENT WILL REVIEW BEFORE FILING, AND THE BOARD WILL REVIEW AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE POOL DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. INSTEAD, THE ENTIRE BOARD FUNCTIONS AS AN AUDIT COMMITTEE BY SELECTING THE AUDIT FIRM AND APPROVING THE AUDIT. THERE HAVE BEEN NO CHANGES IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHANGEPOINT INTEGRATED HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MOHAVE MENTAL HEALTH CLINIC INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860215065
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1860214457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BEHAVIORAL HEALTH AND DEVELOPMENTAL DISABILITIES SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MENTAL HEALTH, CRISIS INTERVENTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01801 W DEUCE OF CLUBS SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13707 N STOCKTON HILL RD STE B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SHOW LOW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1KINGMAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd186409
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05181509
IRS990/TotalAssetsEOYAmt05741149
IRS990/TotalAssetsGrp/BOYAmt05181509
IRS990/TotalAssetsGrp/EOYAmt05741149
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05299977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0936859
IRS990/TotalLiabilitiesEOYAmt01054227
IRS990/TotalLiabilitiesGrp/BOYAmt0936859
IRS990/TotalLiabilitiesGrp/EOYAmt01054227
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04244650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04686922
IRS990/TotalOtherCompensationAmt0155106
IRS990/TotalProgramServiceRevenueAmt05506221
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0236028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05506221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05742249
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05181509
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05741149
IRS990/TotReportableCompRltdOrgAmt0935092
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 E OSBORN ROAD 300
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085012
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ORIONHEALTHPOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY OAKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08443814790
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORION HEALTH INSURANCE POOL INC
ReturnHeader/Filer/BusinessNameControlTxt0ORIO
ReturnHeader/Filer/EIN0475607606
ReturnHeader/Filer/PhoneNum08443814790

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