Nonprofit · EIN 01-0717030
PORTAGE BAY INSURANCE
Tax-exempt · SEATTLE, WA 98195
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $58,987,288 | $59,761,537 | -$774,249 | $177,923,065 | $153,291,183 | $24,631,882 |
| June 30, 2024 | 990 (amended) | $55,609,001 | $51,897,937 | $3,711,064 | $187,444,734 | $172,072,500 | $15,372,234 |
| June 30, 2023 | 990 | $62,536,564 | $67,193,743 | -$4,657,179 | $161,698,095 | $157,004,765 | $4,693,330 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $58,983,067
- Investment income
- $0
- Other revenue
- $4,221
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $46,080
- Accounting fees
- $54,230
- Program services (functional)
- $59,251,063
- Management and general (functional)
- $510,474
Balance sheet and other
- Total assets, start of year
- $187,444,734
- Total assets, end of year
- $177,923,065
- Total liabilities, end of year
- $153,291,183
- Net assets, end of year
- $24,631,882
- Gross receipts
- $58,987,288
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2002
- 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 |
|---|---|---|---|---|---|
| Brad Simmons | DIRECTOR Trustee or director | 1 | $0 | $964,680 | $69,638 |
| JACQUELINE CABE | DIRECTOR Trustee or director | 1 | $0 | $700,958 | $44,193 |
| SARAH NORRIS HALL | DIRECTOR Trustee or director | 1 | $0 | $434,372 | $73,603 |
| MINDY KORNBERG | DIRECTOR Trustee or director | 1 | $0 | $429,799 | $60,624 |
| ANNELISE SCHLEYER | Director Trustee or director | 1 | $0 | $367,432 | $98,872 |
| JANE YUNG | PRESIDENT/DIRECTOR Trustee or director, Officer | 1 | $0 | $293,310 | $50,191 |
| KRIS WHITTERS | Director Trustee or director | 1 | $0 | $0 | $0 |
| DENYS KAZAMA | SECRETARY/TREASURER Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brad Simmons | Director (Beg 2/1/24) Trustee or director | 1 | $0 | $1,092,400 | $83,125 |
| JACQUELINE CABE | DIRECTOR Trustee or director | 1 | $0 | $688,251 | $45,023 |
| Mindy Kornberg | Director (Beg 2/1/24) Trustee or director | 1 | $0 | $422,339 | $52,590 |
| SARAH NORRIS HALL | DIRECTOR Trustee or director | 1 | $0 | $385,130 | $72,906 |
| BRIAN MCCARTAN | DIRECTOR (Thru 12/31/23) Trustee or director | 1 | $0 | $367,313 | $87,996 |
| Anneliese Schleyer | Director (Beg 9/21/23) Trustee or director | 1 | $0 | $362,037 | $66,337 |
| JANE YUNG | PRESIDENT/DIRECTOR Trustee or director, Officer | 1 | $0 | $277,128 | $46,663 |
| MARCIA RHODES | VICE-PRESIDENT/DIRECTOR(Thru 12/31/23) Trustee or director, Officer | 1 | $0 | $126,754 | $18,674 |
| Kris Whitters | Director (Beg 9/21/23) Trustee or director | 1 | $0 | $0 | $0 |
| Michael Kelly | Director (Thru 9/21/23) Trustee or director | 1 | $0 | $0 | $0 |
| DENYS KAZAMA | SECRETARY/TREASURER Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUELINE CABE | DIRECTOR Trustee or director | 1 | $0 | $651,472 | $41,166 |
| TIMOTHY DELLIT | DIRECTOR Trustee or director | 1 | $0 | $536,958 | $54,529 |
| BRIAN MCCARTAN | DIRECTOR Trustee or director | 1 | $0 | $360,372 | $77,707 |
| SARAH NORRIS HALL | DIRECTOR Trustee or director | 1 | $0 | $341,039 | $69,363 |
| JANE YUNG | PRESIDENT/DIRECTOR Trustee or director, Officer | 1 | $0 | $252,520 | $49,565 |
| MARCIA RHODES | VICE-PRESIDENT/DIRECTOR Trustee or director, Officer | 1 | $0 | $121,880 | $26,709 |
| DENYS KAZAMA | SECRETARY/TREASURER Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4333 BROOKLYN AVE NE, SEATTLE, WA 98195-1016
- Principal officer (990 for 2024)
- Jane Yung, 733 Bishop Street Suite 1555, Honolulu, HI 96813
- Signed the 990
- Denys Kazama, Secretary/Treasurer
- Phone
- (206) 543-3802
- Return prepared by
- CROWE LLP
Mission
PORTAGE BAY INSURANCE PROVIDES PROFESSIONAL, GENERAL, EDUCATORS LEGAL (INCLUDING EMPLOYMENT PRACTICES), AND AUTOMOBILE LIABILITY INSURANCE COVERAGE TO THE UNIVERSITY OF WASHINGTON AND ITS AFFILIATES.
Program accomplishments
- PORTAGE BAY INSURANCE IS A WHOLLY-OWNED SUBSIDIARY OF THE UNIVERSITY OF WASHINGTON, AND IS ORGANIZED AS A NONPROFIT CORPORATION FOR THE PURPOSE OF PROVIDING PPROFESSIONAL, GENERAL, EDUCATORS LEGAL (INCLUDING EMPLOYMENT PRACTICES), AND AUTOMOBILE LIABILITY INSURANCE COVERAGE TO THE UNIVERSITY OF WASHINGTON AND ITS AFFILIATES. COSTS ASSOCIATED WITH PROVIDING INSURANCE COVERAGES ARE IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE OF SUPPORTING THE UNIVERSITY OF WASHINGTON AND ITS AFFILIATES.Expenses $59,251,063 · revenue $58,987,288
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
- 01-0717030
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y990)
- Assets (IRS master file)
- $187,444,734
- Income (IRS master file)
- $55,609,001
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $58,987,288 | $59,761,537 | $177,923,065 | IRS |
| 990 | June 2024 | $55,609,001 | $51,897,937 | $187,444,734 | IRS |
| 990 | June 2023 | $62,536,564 | $67,193,743 | $161,698,095 | XML |
| 990 | June 2022 | $43,679,880 | $52,270,627 | $192,262,128 | 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 01-0717030).
Questions about PORTAGE BAY INSURANCE
- What is the EIN of PORTAGE BAY INSURANCE?
- The employer identification number (EIN) of PORTAGE BAY INSURANCE is 01-0717030.
- Is PORTAGE BAY INSURANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to PORTAGE BAY INSURANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PORTAGE BAY INSURANCE 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 PORTAGE BAY INSURANCE 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 PORTAGE BAY INSURANCE 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 PORTAGE BAY INSURANCE?
- The 990 for the year ended June 30, 2025 names Jane Yung.
- Who are the officers and directors of PORTAGE BAY INSURANCE?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PORTAGE BAY INSURANCE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $58,987,288, expenses of $59,761,537 and total assets of $177,923,065 at year end.
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