AUMdb

Small Business Development Corporation Of Orange County

EIN 912154838 · 501(c)(3) · Public charity · Riverside, CA · recognized 2002

Assets
$5.9M
Revenue
$3.0M
Expenses
$2.4M
Investment income
$71.7K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Michael Ocasio Ceo $393,510 $21,076
Jim Ely President $311,548 $14,159
Nestor Correa Sr vice pres commercial le $257,617 $28,070
Richard Lee Sr vice pres commercial le $238,433 $16,234
Carrie Miller Chief financial officer $204,685 $28,211
Maria Lopez Chief operation officer $143,668 $12,831
Eddie Nevarez Credit analyst $101,792 $14,955
Larry Trujillo Secretary $0 $0
Pablo Ocasio Vice chairman $0 $0
Thanh Pham Chairman $0 $0
Cassaundra Johnson Treasurer $0 $0
Michael Karr Director $0 $0
Gil Keinan Director $0 $0
Eric Bell Director $0 $0
Johnny Thomas Director $0 $0
Catherine Nguyen Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $5.9M $3.0M $2.4M 990 990 · obj 202533519349301328 IRS ↗
06/30/2024 $5.4M $2.4M $2.1M 990 990 · obj 202511359349316366 IRS ↗