Nonprofit · EIN 20-1578637
SOUTHERN OREGON INSURANCE INC
Tax-exempt · HONOLULU, HI 96813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $6,333,181 | $6,065,465 | $267,716 | $50,173,547 | $14,933,738 | $35,239,809 |
| September 30, 2024 | 990 | $5,350,727 | $4,169,948 | $1,180,779 | $43,322,136 | $10,822,017 | $32,500,119 |
| September 30, 2023 | 990 | $4,744,418 | $4,218,720 | $525,698 | $37,486,809 | $10,835,663 | $26,651,146 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,149,079
- Investment income
- $2,184,102
- Net gain from sales of assets
- $856,040
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,580
- Accounting fees
- $48,272
- Program services (functional)
- $5,578,602
- Management and general (functional)
- $486,863
Balance sheet and other
- Total assets, start of year
- $43,322,136
- Total assets, end of year
- $50,173,547
- Total liabilities, end of year
- $14,933,738
- Net assets, end of year
- $35,239,809
- Publicly traded securities
- $36,991,426
- Gross receipts
- $35,415,080
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2004
- State of legal domicile
- HI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SCOTT KELLY | FORMER CHAIR/PRES THRU 2/13/23 Former | 40 | $0 | $1,593,392 |
| TOM GESSEL | CHAIR/PRESIDENT Trustee or director, Officer | 40 | $0 | $1,522,267 |
| JAMES GREBOSKY MD | DIRECTOR THRU 1/2/24 Former | 40 | $0 | $651,270 |
| HEATHER ROWENHORST | TREASURER Trustee or director, Officer | 40 | $0 | $649,525 |
| JENNIFER LIGONS | ASSISTANT SECRETARY THRU 10/2/24 Officer | 40 | $0 | $105,896 |
| PETER ANGSTADT | VP/SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOM GESSEL | CHAIR/PRESIDENT Trustee or director, Officer | 2 | $0 | $1,050,000 | $0 |
| HEATHER ROWENHORST | TREASURER Trustee or director, Officer | 2 | $0 | $495,653 | $0 |
| SCOTT KELLY | FORMER CHAIR/PRES THRU 2/13/23 Former | 0 | $0 | $270,830 | $33,733 |
| JAMES GREBOSKY MD | DIRECTOR Trustee or director | 1 | $0 | $149,423 | $41,116 |
| JEN LIGONS | ASSISTANT SECRETARY Officer | 0 | $0 | $90,478 | $29,552 |
| PETER ANGSTADT | VP/SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT KELLY | FORMER CHAIR/PRES THRU 2/13/23 Trustee or director | 2 | $0 | $1,411,289 | $33,733 |
| GREGORY G WOJTAL | FORMER TREASURER THRU 6/2/23 Trustee or director | 2 | $0 | $762,111 | $40,467 |
| JAMES GREBOSKY MD | DIRECTOR Trustee or director | 1 | $0 | $712,700 | $41,116 |
| HEATHER ROWENHORST | TREASURER Trustee or director, Officer | 2 | $0 | $282,465 | $0 |
| ROY G VINYARD II | FORMER CHAIR/PRES THRU 9/5/23 Trustee or director | 2 | $0 | $137,500 | $7,875 |
| JEN LIGONS | ASSISTANT SECRETARY Officer | 2 | $0 | $93,215 | $29,552 |
| PETER ANGSTADT | VP/SECRETARY Trustee or director, Officer | 0 | $0 | $0 | $0 |
| TOM GESSEL | CHAIR/PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DOUGLAS SCHMOR | VICE PRESIDENT THRU 2/1/23 Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 BISHOP ST STE 1100, HONOLULU, HI 96813-4113
- In care of
- % MARSH MNGMT SERVICES INC
- Principal officer (990 for 2024)
- HEATHER ROWENHORST, 2650 SISKIYOU BLVD, MEDFORD, OR 97504
- Signed the 990
- HEATHER ROWENHORST, TREASURER
- Phone
- (808) 585-3500
- Return prepared by
- KPMG LLP
Mission
SCHEDULE OTHE PRIMARY PUPOSE FOR WHICH THIS CORPORATION IS FORMED IS TO BE A NONPROFIT CAPTIVE INSURANCE COMPANY PURSUANT TO ARTICLE 19 OF CHAPTER 431 OF THE HAWAII REVISED STATUTES, AS AMENDED.THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES, BY SUPPORTING, BENEFITING OR CARRYING OUT SOME OR ALL OF THE PURPOSES OF ASANTE, DBA ASANTE HEALTH SYSTEM (AHS) AND OTHER ORGANIZATIONS ("AFFILIATES") THAT ARE CONTROLLED DIRECTLY OR INDIRECTLY BY AHS AND THAT ARE NON-PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("CODE"), OR CORRESPONDING SECTIONS OF ANY FUTURE FEDERAL TAX CODE.
Program accomplishments
- SOUTHERN OREGON INSURANCE INC. RECEIVED ITS CERTIFICATE OF AUTHORITY AS A PURE CAPTIVE INSURANCE COMPANY FROM THE INSURANCE COMMISSIONER OF THE STATE OF HAWAII. THE COMPANY PROVIDES ITS PARENT WITH ALTERNATIVE RISK FINANCING OPTIONS, AND IS AUTHORIZED TO PROVIDE HEALTHCARE PROFESSIONAL AND GENERAL LIABILITY COVERAGE ON A CLAIMS-MADE BASIS.Expenses $5,578,602 · revenue $4,149,079
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 20-1578637
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $50,173,547
- Income (IRS master file)
- $35,415,080
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $6,333,181 | $6,065,465 | $50,173,547 | XML |
| 990 | September 2024 | $5,350,727 | $4,169,948 | $43,322,136 | XML |
| 990 | September 2023 | $4,744,418 | $4,218,720 | $37,486,809 | XML |
| 990 | September 2022 | $4,978,007 | $3,243,258 | $34,005,109 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1578637).
Questions about SOUTHERN OREGON INSURANCE INC
- What is the EIN of SOUTHERN OREGON INSURANCE INC?
- The employer identification number (EIN) of SOUTHERN OREGON INSURANCE INC is 20-1578637.
- Is SOUTHERN OREGON INSURANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to SOUTHERN OREGON INSURANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SOUTHERN OREGON INSURANCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN OREGON INSURANCE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN OREGON INSURANCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SOUTHERN OREGON INSURANCE INC?
- The 990 for the year ended September 30, 2025 names HEATHER ROWENHORST.
- Who are the officers and directors of SOUTHERN OREGON INSURANCE INC?
- The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN OREGON INSURANCE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $6,333,181, expenses of $6,065,465 and total assets of $50,173,547 at year end.
Other nonprofits in HONOLULU
- SUTTER INSURANCE SERVICES CORPORATION EIN 99-0289310 · last filed 990 for 2024
- ILWU LOCAL 142 HEALTH & WELFARE TR EIN 20-2076868 · last filed 990 for 2024
- ILWU LOCAL 142 GENERAL HEALTH & WELFARE TRUST EIN 26-2318475 · last filed 990 for 2024
- JAS W GLOVER LTD EMPLOYEES WELFARE BENEFIT PLAN EIN 99-0305847 · last filed 990 for 2025
- HAWAII TAPERS VACATION TRUST FUND EIN 32-0421626 · last filed 990 for 2024
- HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR EIN 30-0856953 · last filed 990 for 2024
- PAINTING INDUSTRY OF HAWAII RESERVE BENEFIT FUND EIN 87-0696316 · last filed 990 for 2025
- HAWAII RESIDENCY PROGRAM INC TRUST FOR PROFESSIONAL LIABILITY EIN 99-0257950 · last filed 990 for 2025
All nonprofits in HONOLULU · Hawaii · Mutual and membership benefit