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TOC 2004 Minutes

02-11-04 - TOC Minutes (15.9 KB) 05-05-04 - TOC Minutes (11.5 KB) 07-28-04 - TOC Minutes (12.6 KB) 10-27-04 - TOC Minutes (10.8 KB) 12-1-04 - TOC Minutes (9.5 KB)

Help for Homeowners with Delinquent Property Taxes!

SANTA ANA, Calif. – The California Mortgage Relief Program has expanded eligibility requirements to give California homeowners a fresh start in their homes if they have fallen behind on property tax payments due to financial hardships brought on by the COVID-19 pandemic. The program now provides assistance to cover delinquent...

Information / FAQs

Property Tax Information Important Information About Postmarks Penalty Cancellation Request Forms Important Dates New Home Buyers Difference Between Tax Collector and Assessor Estimate Your Supplemental Taxes Understanding the Real Estate Tax Deduction Mello Roos Information Property Assessment Clean Energy (PACE) Information Published Notices Required by CA Government Code FAQs

Irvine Company, Top Taxpayer in Orange County in FY 21-22

SANTA ANA – Irvine Company remains the No. 1 taxpayer in Orange County with $191,000,000 in total secured tax payments for the 2021-22 fiscal year. Charter Communications (Times Warner) is the top unsecured taxpayer with $4,257,904. The top 20 taxpayers represent 5.60 percent and 9.65 percent of secured and unsecured...

Treasurer Shari Freidenrich Recognized by Board as President of Treasurer-Tax Collector Association for all 58 California Counties

Santa Ana, Calif. (January 23, 2023) At the Orange County Board of Supervisor’s first meeting of 2023, TreasurerShari Freidenrich was honored by the Board as the California Association of County Treasurers and Tax Collectors (CACTTC) 40th President elected by her peers from the 58 Counties. San Joaquin County President-ElectTreasurer-Tax Collector...

Bylaws, Rules & Procedures, Resolution 95-946

Bylaws & Rules of Procedures (129.4 KB) Resolution 95-946 (2 MB) SB866 (54.9 KB)

Alisa Backstrom, CCMT, CPFIM

Alisa Backstrom was unanimously appointed by the Orange County Board of Supervisors to the Treasury Oversight Comittee on August 28, 2018 for her first term. Ms. Backstrom has been the City Treasurer of Huntington Beach since 2011, having been elected in 2012 and re-elected in 2016. Per the City Charter, Ms. Backstrom is responsible to the electorate for overseeing the receipt, collection, disbursement, custody and safekeeping of all City funds. As well, she is a member of the City’s Deferred Compensation Committee and serves on the board of the Supplemental Retirement Trust. In 2015, Ms. Backstrom served as Secretary for the California Municipal Treasurers Association (CMTA).

Ms. Backstrom graduated from Duke University with a Masters in Business Administration and received a B.A. in Political Science from UCLA. Prior to holding the position of Huntington Beach City Treasurer, she worked in corporate finance and corporate lending. Ms. Backstrom has earned her Certified California Municipal Treasurer (CCMT) and Certified Public Fund Investment Manager (CPFIM) designations.

Sal Kureh

The second nominated candidate, Sal Kureh, is a Partner with Capata CPA. He is responsible for the effective planning, execution and delivery of their accounting, audit and business advisory services. He has more than 15 years of experience and worked at a Big Four accounting firm and in private industries as a CFO. He graduated with honors from the California State Polytech University, San Luis Obispo and is a currently licensed CPA.

David Carlson, Ph.D.

David Carlson, is the President for DMC Companies for over 20 years. In addition, Mr. Carlson has recently retired from the County of Orange Audit Oversight Committee having served more than 20 years, ten of which he was the Chair. He has a Bachelor of Science in Mathematics, a Masters of Science in Industrial Administration and a Ph.D. in Engineering, all from the University of Michigan, where he also did post-doctoral work in Financial Policy and taught Computer Systems Analysis & Design. His career in private industry has involved managing about $4 billion in technology and internal controls. He served in the U.S. Army and is a veteran of the Vietnam era.

FY 2019-20

1. Annual Compliance Audits (Cal Govt. Code 27134) Agreed Upon Procedures Related to Investment Compliance Fiscal Year Ended June 30, 2020 (Issued October, 2021) 2. Quarterly Compliance Monitoring (TOC Directive) Compliance Monitoring of the Treasurer’s Investment Portfolio for the Quarter Ended September 30, 2019 (Issued January 9, 2020) Compliance Monitoring...