Public Charity

SOUTHERN OREGON INSURANCE INC

Based in HONOLULU, HI, SOUTHERN OREGON INSURANCE INC operates as a Public Charity. The organization reported $5.4M in revenue, $4.2M in expenses, $43.3M in total assets for fiscal year 2024.

EIN: 201578637 HONOLULU, HI Insurance Providers NTEE: Y20 Latest filing: 2024
Total Revenue$5.4M
Total Expenses$4.2M
Total Assets$43.3M
Grant Records0
Filing Years2020–2024

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.

Officers & Directors

TREASURER Heather Rowenhorst
DIRECTOR James Grebosky Md
ASSISTANT SECRETARY Jen Ligons
VP/SECRETARY Peter Angstadt
FORMER CHAIR/PRES THRU 2/13/23 Scott Kelly
CHAIR/PRESIDENT Tom Gessel

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $5.4M $4.2M $43.3M
2023 $4.7M $4.2M $37.5M
2022 $5.0M $3.2M $34.0M
2021 $6.0M $2.1M $37.0M
2020 $5.0M $2.3M $32.9M

Between 2020 and 2024, reported annual revenue grew from $5.0M to $5.4M (+6%), with total assets most recently reported at $43.3M.

Interactive year-over-year charts and full filing details available with membership.

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