Nonprofit · EIN 20-1836190
WILLAMETTE VALLEY INSURANCE CORPORATION
Tax-exempt · HONOLULU, HI 96813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,577,574 | $5,198,556 | -$3,620,982 | $16,166,564 | $8,226,856 | $7,939,708 |
| June 30, 2024 | 990 | $478,895 | $2,098,900 | -$1,620,005 | $19,413,039 | $8,140,866 | $11,272,173 |
| June 30, 2023 | 990 | $358,192 | $4,205,408 | -$3,847,216 | $19,889,818 | $8,377,032 | $11,512,786 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,577,574
- Net gain from sales of assets
- $1,156,897
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,796
- Accounting fees
- $36,077
- Travel
- -$1,983
- Program services (functional)
- $5,055,440
- Management and general (functional)
- $143,116
Balance sheet and other
- Total assets, start of year
- $19,413,039
- Total assets, end of year
- $16,166,564
- Total liabilities, end of year
- $8,226,856
- Net assets, end of year
- $7,939,708
- Publicly traded securities
- $14,509,517
- Gross receipts
- $5,290,145
- Employees
- 0
- Volunteers
- 0
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHERYL NESTER WOLFE | DIRECTOR Trustee or director | 2 | $0 | $1,680,819 | $49,501 |
| JAMES PARR | PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 | $1,158,173 | $118,338 |
| LEAH MITCHELL | VICE PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 | $1,152,814 | $89,975 |
| DR CHRISTINE CLARKE | DIRECTOR Trustee or director | 2 | $0 | $909,986 | $75,493 |
| JONATHAN BAUER | DIRECTOR Trustee or director | 2 | $0 | $864,414 | $92,638 |
| DR RALPH YATES | DIRECTOR Trustee or director | 2 | $0 | $912,793 | $38,974 |
| JENNIFER FOWLER | TREASURER Officer | 2 | $0 | $675,774 | $95,012 |
| KATHERINE KEENE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK ZOOK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ELLEN HAMPTON | SECRETARY Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHERYL NESTER WOLFE | DIRECTOR Trustee or director | 2 | $0 | $1,673,623 | $43,199 |
| LEAH MITCHELL | VICE PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 | $857,714 | $109,997 |
| JAMES PARR | PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 | $856,362 | $109,318 |
| DR RALPH YATES | DIRECTOR Trustee or director | 2 | $0 | $692,761 | $37,400 |
| DR CHRISTINE CLARKE | DIRECTOR Trustee or director | 2 | $0 | $658,692 | $62,598 |
| JONATHAN BAUER | DIRECTOR Trustee or director | 2 | $0 | $595,872 | $84,717 |
| JENNIFER FOWLER | TREASURER Officer | 2 | $0 | $382,995 | $78,918 |
| KATHERINE KEENE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK ZOOK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ELLEN HAMPTON | SECRETARY Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHERYL NESTER WOLFE | DIRECTOR Trustee or director | 2 | $0 | $1,574,830 | $41,448 |
| JAMES PARR | PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 | $981,205 | $104,173 |
| LEAH MITCHELL | VICE PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 | $972,629 | $103,773 |
| DR RALPH YATES | DIRECTOR Trustee or director | 2 | $0 | $786,442 | $35,151 |
| JONATHAN BAUER | DIRECTOR Trustee or director | 2 | $0 | $688,029 | $80,610 |
| DR CHRISTINE CLARKE | DIRECTOR Trustee or director | 2 | $0 | $633,858 | $55,271 |
| JENNIFER FOWLER | TREASURER Officer | 2 | $0 | $400,400 | $72,772 |
| KATHERINE KEENE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK ZOOK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ELLEN HAMPTON | SECRETARY 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 MANAGEMENT SERVICES INC
- Principal officer (990 for 2024)
- JAMES PARR, 890 OAK STREET SE BLDG B, SALEM, OR 97301
- Signed the 990
- JAMES PARR, PRESIDENT
- Phone
- (808) 585-3530
- Return prepared by
- KMH LLP
Mission
PROVIDING PROFESSIONAL AND GENERAL LIABILITY INSURANCE TO ITS SOLE MEMBER, SALEM HEALTH HOSPITALS AND CLINICS (FORMERLY SALEM HEALTH), A 501(C)(3) ENTITY, AND OTHER ORGANIZATIONS CONTROLLED DIRECTLY OR INDIRECTLY BY SALEM HEALTH HOSPITALS AND CLINICS AND THAT ARE NON-PROFIT FOUNDATIONS UNDER IRC SEC. 509(A)(1) OR (2).
Program accomplishments
- DIRECT PREMIUMS WRITTEN.LOSSES & LOSS ADJUSTMENT EXPENSES INCURRED AND OTHER RELATED COSTS RELATED TO PREMIUMS WRITTEN.Expenses $5,055,440
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1836190
- 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
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $16,166,564
- Income (IRS master file)
- $5,290,145
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,577,574 | $5,198,556 | $16,166,564 | IRS |
| 990 | June 2024 | $478,895 | $2,098,900 | $19,413,039 | IRS |
| 990 | June 2023 | $358,192 | $4,205,408 | $19,889,818 | XML |
| 990 | June 2022 | $422,276 | $380,821 | $20,534,716 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 20-1836190).
Questions about WILLAMETTE VALLEY INSURANCE CORPORATION
- What is the EIN of WILLAMETTE VALLEY INSURANCE CORPORATION?
- The employer identification number (EIN) of WILLAMETTE VALLEY INSURANCE CORPORATION is 20-1836190.
- Is WILLAMETTE VALLEY INSURANCE CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WILLAMETTE VALLEY INSURANCE CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WILLAMETTE VALLEY INSURANCE CORPORATION 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 WILLAMETTE VALLEY INSURANCE CORPORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLAMETTE VALLEY INSURANCE CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WILLAMETTE VALLEY INSURANCE CORPORATION?
- The 990 for the year ended June 30, 2025 names JAMES PARR.
- Who are the officers and directors of WILLAMETTE VALLEY INSURANCE CORPORATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WILLAMETTE VALLEY INSURANCE CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,577,574, expenses of $5,198,556 and total assets of $16,166,564 at year end.
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