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Southern Oregon Insurance Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Mutual/Membership Benefit Organizations, Other / Insurance Providers, Services (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$5.35M (2024)

Expenses
$4.17M (2024)

Total Assets
$43.3M (2024)

Total Liabilities
$10.8M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,350,727
Expenses
$4,169,948
Net Income
$1,180,779
Net Assets
$32,500,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,259,353
60.9%
Investment Income $964,167
18.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,127,207
21.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,322,136
Total Liabilities $10,822,017
Net Assets $32,500,119
Compensation
Key Employees and Officers Compensation Related Other
Tom Gessel (Chair/President) $0 $1,050,000 $0
Heather Rowenhorst (Treasurer) $0 $495,653 $0
James Grebosky Md (Director) $0 $149,423 $41,116
Peter Angstadt (Vp/Secretary) $0 $0 $0
Jen Ligons (Assistant Secretary) $0 $90,478 $29,552
Scott Kelly (Former Chair/Pres Thru 2/13/23) $0 $270,830 $33,733

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,744,418
Expenses
$4,218,720
Net Income
$525,698
Net Assets
$26,651,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,294,053
69.4%
Investment Income $825,242
17.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $625,123
13.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,486,809
Total Liabilities $10,835,663
Net Assets $26,651,146
Compensation
Key Employees and Officers Compensation Related Other
Scott Kelly (Former Chair/Pres Thru 2/13/23) $0 $1,411,289 $33,733
Gregory G Wojtal (Former Treasurer Thru 6/2/23) $0 $762,111 $40,467
James Grebosky Md (Director) $0 $712,700 $41,116
Heather Rowenhorst (Treasurer) $0 $282,465 $0
Roy G Vinyard Ii (Former Chair/Pres Thru 9/5/23) $0 $137,500 $7,875
Jen Ligons (Assistant Secretary) $0 $93,215 $29,552
Peter Angstadt (Vp/Secretary) $0 $0 $0
Tom Gessel (Chair/President) $0 $0 $0
Douglas Schmor (Vice President Thru 2/1/23) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,978,007
Expenses
$3,243,258
Net Income
$1,734,749
Net Assets
$23,749,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,426,059
68.8%
Investment Income $889,584
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $662,364
13.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,005,109
Total Liabilities $10,255,362
Net Assets $23,749,747
Compensation
Key Employees and Officers Compensation Related Other
Scott Kelly (Chair/President) $0 $1,669,436 $33,733
Gregory G Wojtal (Treasurer) $0 $760,820 $40,467
James Grebosky Md (Director) $0 $694,990 $41,116
Douglass Schmor (Vice President) $0 $0 $0
Jen Ligons (Assistant Secretary) $0 $89,287 $29,552
Roy G Vinyard Ii (Former Chair/President) $0 $137,500 $7,875

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,022,584
Expenses
$2,084,647
Net Income
$3,937,937
Net Assets
$28,344,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,448,315
57.3%
Investment Income $591,354
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,982,915
32.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,016,411
Total Liabilities $8,671,530
Net Assets $28,344,881
Compensation
Key Employees and Officers Compensation Related Other
Scott Kelly (Chair/President) $0 $1,192,488 $32,728
Ray Cox (Vice President) $0 $0 $0
Gregory G Wojtal (Treasurer) $0 $703,672 $39,180
James Grebosky Md (Director) $0 $606,044 $48,767
Jen Ligons (Assistant Secretary) $0 $78,051 $28,239
Sheila Clough (Former Director) $0 $226,379 $27,556
Roy G Vinyard Ii (Former Chair/President) $0 $223,096 $34,330

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,043,874
Expenses
$2,265,484
Net Income
$2,778,390
Net Assets
$22,526,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,077,703
80.8%
Investment Income $708,047
14.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $258,124
5.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,892,511
Total Liabilities $10,366,501
Net Assets $22,526,010
Compensation
Key Employees and Officers Compensation Related Other
Scott Kelly (Chair/President) $0 $1,050,970 $31,490
Gregory G Wojtal (Treasurer) $0 $672,927 $37,948
James Grebosky Md (Director) $0 $597,076 $45,164
Roy G Vinyard Ii (Former Chair/President) $0 $512,045 $47,816
Sheila Clough (Former Director) $0 $425,648 $43,239
Jen Ligons (Assistant Secretary) $0 $83,082 $27,964
Ray Cox (Vp/Secretary) $0 $0 $0
Paul Shimomoto (Recording Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,831,659
Expenses
$2,386,901
Net Income
$3,444,758
Net Assets
$19,522,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,785,264
64.9%
Investment Income $734,036
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,312,359
22.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,795,744
Total Liabilities $10,272,957
Net Assets $19,522,787
Compensation
Key Employees and Officers Compensation Related Other
Roy G Vinyard Ii (Chair/President) $0 $959,102 $50,613
Paul Shimomoto (Secretary) $0 $0 $0
Ray Cox (Vice President) $0 $0 $0
Gregory G Wojtal (Treasurer) $0 $501,182 $44,519
Sheila Clough (Director) $0 $394,803 $38,830

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,640,133
Expenses
$3,161,757
Net Income
$478,376
Net Assets
$17,278,871
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,228,861
88.7%
Investment Income $203,491
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $207,781
5.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,960,402
Total Liabilities $8,681,531
Net Assets $17,278,871
Compensation
Key Employees and Officers Compensation Related Other
Roy G Vinyard Ii (Chair/President) $0 $1,236,805 $160,715
Paul Shimomoto (Secretary) $0 $0 $0
Ray Cox (Vice President) $0 $0 $0
Gregory H Wojtal (Treasurer) $0 $470,862 $97,769
Patrick Hocking (Former Treasurer) $0 $205,730 $8,193

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,443,560
Expenses
$2,602,573
Net Income
$1,840,987
Net Assets
$15,698,070
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,017,364
67.9%
Investment Income $1,425,751
32.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $445
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,677,363
Total Liabilities $5,979,293
Net Assets $15,698,070
Compensation
Key Employees and Officers Compensation Related Other
Roy G Vinyard Ii (Chair/President) $0 $1,076,322 $235,257
Paul Shimomoto (Secretary) $0 $0 $0
Ray Cox (Vice President) $0 $0 $0
Patrick Hocking (Treasurer) $0 $656,449 $244,142

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,572,387
Expenses
$2,584,466
Net Income
$987,921
Net Assets
$13,140,566
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,225,084
90.3%
Investment Income $347,640
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$337
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,315,229
Total Liabilities $7,174,663
Net Assets $13,140,566
Compensation
Key Employees and Officers Compensation Related Other
Roy G Vinyard Ii (Chair/President) $0 $2,062,285 $150,348
Paul Shimomoto (Secretary) $0 $0 $0
Ray Cox (Vice President) $0 $0 $0
Patrick Hocking (Treasurer) $0 $505,877 $133,520

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,956,755
Expenses
$2,977,738
Net Income
$1,979,017
Net Assets
$11,082,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,469,420
49.8%
Investment Income $191,499
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,295,836
46.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,762,624
Total Liabilities $7,680,208
Net Assets $11,082,416
Compensation
Key Employees and Officers Compensation Related Other
Roy G Vinyard Ii (Chair/President) $0 $1,260,716 $350,278
Paul Shimomoto (Secretary) $0 $0 $0
Ray Cox (Vice President) $0 $0 $0
Patrick Hocking (Treasurer) $0 $444,811 $143,825
Mark Collins (Former Treasurer (03/11/13)) $0 $176,888 $81,533

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,674,016
Expenses
$4,441,361
Net Income
-$767,345
Net Assets
$12,188,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,478,448
40.2%
Investment Income $649,096
17.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,546,472
42.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,862,996
Total Liabilities $8,674,494
Net Assets $12,188,502
Compensation
Key Employees and Officers Compensation Related Other
Roy G Vinyard Ii (Chair/President) $0 $902,421 $427,573
Paul Shimomoto (Secretary) $0 $0 $0
Ray Cox (Vice President) $0 $0 $0
Patrick Hocking (Treasurer) $0 $333,538 $136,827
Mark Collins (Former Treasurer (03/11/13)) $0 $193,898 $93,604
Marvin D Haas (Former Treasurer (06/15/12)) $0 $479,574 $133,562

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,253,462
Expenses
$2,430,806
Net Income
$822,656
Net Assets
$18,231,917
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,946,448
59.8%
Investment Income $665,523
20.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $641,491
19.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,598,322
Total Liabilities $6,366,405
Net Assets $18,231,917

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,090,833
Expenses
$2,045,089
Net Income
$1,045,744
Net Assets
$16,238,108
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,107,935
68.2%
Investment Income $585,994
19.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $396,904
12.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,250,309
Total Liabilities $5,012,201
Net Assets $16,238,108

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,014,146
Expenses
$1,952,028
Net Income
$1,062,118
Net Assets
$13,547,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,087,328
69.3%
Investment Income $530,214
17.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $396,604
13.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,143,688
Total Liabilities $4,596,569
Net Assets $13,547,119

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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