Portage Bay Insurance
Donations deductibleRevenue
$59m
year to 30 June 2025
Expenses
$59.8m
year to 30 June 2025
Total assets
$177.9m
$153.3m liabilities
Net assets
$24.6m
assets less liabilities
Directors and trustees
10
2.4 years on average
Staff
0
1 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
Portage Bay Insurance's network
10 people5 organisationsi10 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anneliese Schleyer | Director (Beg 9/21/23) | 2024 | 2 yrs |
| Brian McCartan | DIRECTOR (Thru 12/31/23) | 2024 | 2 yrs |
| Brad Simmons | Director (Beg 2/1/24) | 2024 | 2 yrs |
| Jacqueline Cabe | Director | 2024 | 2 yrs |
| Jane Yung | President/Director | 2024 | 2 yrs |
| Kris Whitters | Director (Beg 9/21/23) | 2024 | 2 yrs |
| Marcia Rhodes | VICE-PRESIDENT/DIRECTOR(Thru 12/31/23) | 2024 | 2 yrs |
| Michael Kelly | Director (Thru 9/21/23) | 2024 | 2 yrs |
| Mindy Kornberg | Director (Beg 2/1/24) | 2024 | 2 yrs |
| Sarah Norris Hall | Director | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Denys Kazama | Secretary/Treasurer | 2024 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jane Yung | President/Director | 1 | $0 | $293k | $50k |
| Annelise Schleyer | Director | 1 | $0 | $367k | $99k |
| Brad Simmons | Director | 1 | $0 | $965k | $70k |
| Jacqueline Cabe | Director | 1 | $0 | $701k | $44k |
| Kris Whitters | Director | 1 | $0 | ||
| Mindy Kornberg | Director | 1 | $0 | $430k | $61k |
| Sarah Norris Hall | Director | 1 | $0 | $434k | $74k |
| Denys Kazama | Secretary/Treasurer | 1 | $0 |
About
- Legal name
- Portage Bay Insurance
- EIN
- 010717030
- Address
- 4333 Brooklyn Ave Ne, Seattle, WA, 98195-1016
- State
- Washington
- 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. (as filed on the Form 990)
- Activity (NTEE)
- Y990 Mutual and membership benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 2002
- IRS ruling date
- 1 March 2005
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 1, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Longest observed on the filings
≥2years on the filingsAnneliese Schleyer
≥2years on the filingsBrian McCartan
≥2years on the filingsBrad Simmons
≥2years on the filingsJacqueline Cabe
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $177.9m
- Total liabilities
- $153.3m
- Net assets or fund balances
- $24.6m
- Contributions and grants received
- $0
- Program service revenue
- $59m
- Employees
- 0
- Volunteers
- 1
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $55.6m | $51.9m | $3.7m |
As filed on the IRS Form 990. US dollars.