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Orange County Association Of Health Underwriters

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$130k (2024)

Expenses
$109k (2024)

Total Assets
$468k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,619
Expenses
$108,671
Net Income
$20,948
Net Assets
$467,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,106
51.0%
Investment Income $4
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $63,509
49.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $467,818
Total Liabilities $0
Net Assets $467,818
Compensation
Key Employees and Officers Compensation Related Other
Adriana Mendieta (General Board) $0 $0 $0
Louis Valladares (General Board) $0 $0 $0
Patricia Stiffler Lprt (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
John Austin (General Board) $0 $0 $0
Linda Madril (General Board) $0 $0 $0
Maggie Stedt (General Board) $0 $0 $0
Ciaran O'neill Patrick (Vice President) $0 $0 $0
Patricia Stiffler Lprt (Past President) $0 $0 $0
John Evangelista Lprt (President) $0 $0 $0
David Pb Ethington (Vice President) $0 $0 $0
Dorothy Cociu Rebc (Vice President) $0 $0 $0
Cathy Daugherty (Vice President) $0 $0 $0
David Benson Lutcf (Vice President) $0 $0 $0
Juan Lopez (Vp Finance) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$169,427
Expenses
$99,083
Net Income
$70,344
Net Assets
$446,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,596
35.2%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $109,821
64.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $446,870
Total Liabilities $0
Net Assets $446,870
Compensation
Key Employees and Officers Compensation Related Other
Adriana Mendieta (General Board) $0 $0 $0
Louis Valladares (General Board) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Briana Hudson (General Board) $0 $0 $0
Jennifer Holmberg (Vice President) $0 $0 $0
Patricia Stiffler Lprt (President) $0 $0 $0
Jo Ann Vernon (Past President) $0 $0 $0
Gonzalo Verduzco (Vice President) $0 $0 $0
Dorothy Cociu Rebc (Vice President) $0 $0 $0
John Austin (Vice President) $0 $0 $0
David Benson Lutcf (Vice President) $0 $0 $0
Juan Lopez (Vp Finance) $0 $0 $0
Maggie Stedt (General Board) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$229,035
Expenses
$83,417
Net Income
$145,618
Net Assets
$376,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,554
22.1%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $178,471
77.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $376,526
Total Liabilities $0
Net Assets $376,526
Compensation
Key Employees and Officers Compensation Related Other
Patricia Stiffler Lprt (General Board) $0 $0 $0
Adriana Mendieta (General Board) $0 $0 $0
Louis Valladares (General Board) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Briana Hudson (General Board) $0 $0 $0
Jennifer Holmberg (Vice President) $0 $0 $0
Jo Ann Vernon (President) $0 $0 $0
Gonzalo Verduzco (Vice President) $0 $0 $0
John Austin (Vice President) $0 $0 $0
Maryann Trutanich (Past President) $0 $0 $0
David Benson Lutcf (Vice President) $0 $0 $0
Juan Lopez (Vp Finance) $0 $0 $0
Maggie Stedt (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,908
Expenses
$47,134
Net Income
$51,774
Net Assets
$230,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,378
44.9%
Investment Income $18
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $54,512
55.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $230,908
Total Liabilities $0
Net Assets $230,908
Compensation
Key Employees and Officers Compensation Related Other
Patricia Stiffler Lprt (General Board) $0 $0 $0
Brett Buettner (General Board) $0 $0 $0
Jim Douglas (General Board) $0 $0 $0
Gonzalo Verduzco (General Board) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Briana Hudson (General Board) $0 $0 $0
Jennifer Holmberg (Vice President) $0 $0 $0
Maryann Trutanich (President) $0 $0 $0
Paul Roberts Bba (Vice President) $0 $0 $0
John Austin (Vice President) $0 $0 $0
Ryan Dorigan (Past President) $0 $0 $0
David Benson Lutcf (Vice President) $0 $0 $0
Juan Lopez (Vp Finance) $0 $0 $0
John Evangelista Lprt (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,917
Expenses
$78,068
Net Income
-$54,151
Net Assets
$179,134
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,949
> 100%
Investment Income $29
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$31,061
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $179,134
Total Liabilities $0
Net Assets $179,134
Compensation
Key Employees and Officers Compensation Related Other
Patricia Stiffler Lprt (General Board) $0 $0 $0
Brett Buettner (General Board) $0 $0 $0
Lizette Weinstein (General Board) $0 $0 $0
Maggie Stedt Csa Lprt (General Board) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
John Austin (General Board) $0 $0 $0
Kandi Brennan (General Board) $0 $0 $0
Dorothy Coicu Rhu Rebc (Vice President) $0 $0 $0
Maryann Trutanich (President) $0 $0 $0
Paul Roberts Bba (Vice President) $0 $0 $0
Ryan Dorigan (Past President) $0 $0 $0
Grant Moulden (Vice President) $0 $0 $0
David Benson Lutcf (Vice President) $0 $0 $0
Juan Lopez (Vp Finance) $0 $0 $0
John Evangelista Lprt (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$124,951
Expenses
$97,173
Net Income
$27,778
Net Assets
$233,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,730
55.8%
Investment Income $35
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $55,186
44.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $233,285
Total Liabilities $0
Net Assets $233,285
Compensation
Key Employees and Officers Compensation Related Other
Patricia Stiffler Lprt (General Board) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Nicole Salas (General Board) $0 $0 $0
Peter Cabot (General Board) $0 $0 $0
Dorothy Coicu Rhu Rebc (Vice President) $0 $0 $0
Barbara A Salvi Lprt (Vp Finance) $0 $0 $0
Maryann Trutanich (President Elect) $0 $0 $0
Maggie Stedt Csa Lprt (Vice President) $0 $0 $0
Robert M Semrow Cbc Csa (Vice President) $0 $0 $0
Ryan Dorigan (President) $0 $0 $0
Bill Brinegar (Vice President) $0 $0 $0
Dan Abrams (Vice President) $0 $0 $0
Juan Lopez (Vp Finance) $0 $0 $0
John Evangelista Lprt (General Board) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,572
Expenses
$93,859
Net Income
-$3,287
Net Assets
$205,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,422
68.9%
Investment Income $68
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $28,082
31.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $205,507
Total Liabilities $0
Net Assets $205,507
Compensation
Key Employees and Officers Compensation Related Other
Patricia Stiffler Lprt (General Board) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Lynn Wischmeyer (General Board) $0 $0 $0
Dan Abrams (General Board) $0 $0 $0
Dorothy Coicu Rhu Rebc (Vice President) $0 $0 $0
Barbara A Salvi Lprt (Vp Finance) $0 $0 $0
Maryann Trutanich (Vice President) $0 $0 $0
Maggie Stedt Csa Lprt (Past President) $0 $0 $0
Robert M Semrow Cbc Csa (Vice President) $0 $0 $0
Ryan Dorigan (President Elect) $0 $0 $0
Nolan Warriner (Vice President) $0 $0 $0
Juan Lopez (President) $0 $0 $0
Joe Partise (Vice President) $0 $0 $0
Tracy Hanson (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,537
Expenses
$122,802
Net Income
-$13,265
Net Assets
$208,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,986
63.0%
Investment Income $113
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $40,438
36.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $208,794
Total Liabilities $0
Net Assets $208,794
Compensation
Key Employees and Officers Compensation Related Other
Patricia Stiffler Lprt (General Board) $0 $0 $0
John Evangelista Lprt (Member Eng.) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Sarah Knapp (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Lynn Wischmeyer (General Board) $0 $0 $0
Peter Cabot (General Board) $0 $0 $0
Joe Partise (General Board) $0 $0 $0
Dorothy Coicu Rhu Rebc (Vice President) $0 $0 $0
Barbara A Salvi Lprt (Vp Finance) $0 $0 $0
Casey Meserve Chrs (Vice President) $0 $0 $0
Maggie Stedt Csa Lprt (President) $0 $0 $0
Robert M Semrow Cbc Csa (Vice President) $0 $0 $0
Rhett Bray (Past President) $0 $0 $0
Ryan Dorigan (Vice President) $0 $0 $0
Nolan Warriner (Vice President) $0 $0 $0
Juan Lopez (President Elect) $0 $0 $0
Tracy Hanson (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,245
Expenses
$72,766
Net Income
$57,479
Net Assets
$222,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,598
78.8%
Investment Income $97
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,550
21.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $222,059
Total Liabilities $0
Net Assets $222,059
Compensation
Key Employees and Officers Compensation Related Other
John Evangelista Lprt (Member Eng.) $0 $0 $0
David Pb Ethington (General Board) $0 $0 $0
Suzanne D Purnell Lprt (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Nolan Warriner (General Board) $0 $0 $0
Peter Cabot (General Board) $0 $0 $0
John Simurda Lprt (General Board) $0 $0 $0
Jessica Word Rhu (Vice President) $0 $0 $0
Patricia Stiffler Lprt (Awards) $0 $0 $0
Barbara A Salvi Lprt (Vp Finance) $0 $0 $0
Casey Meserve Chrs (Vice President) $0 $0 $0
Maggie Stedt Csa Lprt (President) $0 $0 $0
Robert M Semrow Cbc Csa (Vice President) $0 $0 $0
Rhett Bray (Past President) $0 $0 $0
Craig Lack Mba (Vice President) $0 $0 $0
Ryan Dorigan (Vice President) $0 $0 $0
Tracy Hanson (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$115,556
Expenses
$89,681
Net Income
$25,875
Net Assets
$164,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,238
76.4%
Investment Income $88
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,230
23.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $164,580
Total Liabilities $0
Net Assets $164,580

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,644
Expenses
$68,622
Net Income
$24,022
Net Assets
$138,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $79,467
85.8%
Investment Income $156
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,021
14.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $138,705
Total Liabilities $0
Net Assets $138,705

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,621
Expenses
$66,925
Net Income
-$22,304
Net Assets
$114,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,568
> 100%
Investment Income $315
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$19,262
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $114,683
Total Liabilities $0
Net Assets $114,683

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,200
Expenses
$63,341
Net Income
$5,859
Net Assets
$136,987
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,222
63.9%
Investment Income $460
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,518
35.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $136,987
Total Liabilities $0
Net Assets $136,987

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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