Texas Surplus Lines Association INC

Not tax-deductible

Austin, TX501(c)(6)Since 1956Mutual / membership EIN 74-6062521Revenue $789K in FY2025Latest return filed Jul 13, 2026

On file with the IRSAustin, TXTax-exempt since Jan 1959

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To promote the general business well-being of its membership;to protect the public and its trust in the business of insurance through the promotion of financially sound, ethical, authorized and eligible markets within the state of Texas;to educate the public, private and governmental communities regarding the excess & Surplus Lines market by communicating and disseminating information about our segment of the industry and its role in the insurance marketplace as a whole, and to encourage compliance with the general provisions of the Texas insurance code, as they relate to excess and Surplus Lines insurance.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 74-6062521) · Dispute this line
501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
99¢ of each $1 spent went to programs.
$110K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $7K a year · 1% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
99% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 16% of spending
Pay to officers and key staff is 16% of spending.
Part VII, Section A
9.0 mo
of spending, in cash
9.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$183K
33% of total assets
Liabilities are 33% of assets.
Pt X · Ln 26
Independent board members
15
of 15 voting members
15 of 15 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$789K
+10% vs prior year
Spent
$674K
To programs
99%
Net assets
$372K
By yearFY2020–FY2025
Revenue
$789K
FY2025▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$361K
FY2021$512K
FY2022$606K
FY2023$653K
FY2024$719K
FY2025$789K
Expenses
$674K
FY2025▼ -12%
Tap a bar for its year
Expenses by fiscal year
FY2020$337K
FY2021$525K
FY2022$627K
FY2023$672K
FY2024$766K
FY2025$674K
Net assets
$372K
FY2025▲ +45%
Tap a bar for its year
Net assets by fiscal year
FY2020$344K
FY2021$331K
FY2022$309K
FY2023$290K
FY2024$257K
FY2025$372K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1959.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $674K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

16 people listed on the 990; $110K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$110,000Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jean Patterson$110,000$96,042$97,000$88,600$86,138$86,138

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Texas Surplus Lines Association INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes the interests of the insurance industry.

Questions for Texas Surplus Lines Association INC

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2 programs · $674K · in their own filed words · FY2025
01

Public and govermental awarness education

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 74-6062521) · Dispute this line
$396Kprogram expense
02

Annual, midyear, and special meetings to educate members and the public

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 74-6062521) · Dispute this line
$278Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$789K
Ln 12
Fees for servicesLn 2g$385K
Gifts and grantsLn 1h$284K
Other incomeLn 4–11$109K
Money outPt IX
$674K
Ln 25
Programscol B$674K
Owns and owesPt X
$372K
net assets · Ln 32
Cash and savingsLn 1–2$508K
Total assetsLn 16$555K
LiabilitiesLn 26$183K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$284K
Fees for servicesLn 2g$385K
Investment incomeLn 3$11K
Other incomeLn 4–11$109K
Total revenueLn 12$789K
Assets in detailPt X, end of year
CashLn 1$202K
SavingsLn 2$306K
Cash and savings togetherLn 1–2$508K
Prepaid expenses and deferred chargesLn 9$23K
Land, buildings, equipmentLn 10c$24K
Total assetsLn 16$555K
LiabilitiesLn 26$183K
Net assetsLn 32$372K
OperationsPt I, VI
EmployeesI 52
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$392K$508K
Land, buildings, equipmentLn 10c$44K$24K
Total assetsLn 16$475K$555K
LiabilitiesLn 26$218K$183K
Net assetsLn 32$257K$372K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$110K
Other salaries and wagesLn 7$4K
Pension plan contributionsLn 8$7K
Other employee benefitsLn 9$914
Payroll taxesLn 10$8K
Accounting feesLn 11c$17K
Advertising and promotionLn 12$7K
Office expensesLn 13$6K
OccupancyLn 16$22K
TravelLn 17$4K
Conferences, conventions and meetingsLn 19$278K
InsuranceLn 23$11K
Other expenses (24a–d)Ln 24$167K
All other expensesLn 24e$34K
Total functional expensesLn 25$674K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Jul 13, 2026 $789K$674K$115K$372K 990 PDF
FY2024Filed with the IRS Jul 2, 2025 $719K$766K−$47K$257K 990 PDF
FY2023Filed with the IRS Jun 19, 2024 $653K$672K−$19K$290K 990 PDF
FY2022Filed with the IRS Jul 27, 2023 $606K$627K−$21K$309K 990 PDF
FY2021Filed with the IRS Jul 5, 2022 $512K$525K−$12K$331K 990 PDF
FY2020Filed with the IRS Oct 6, 2021 $361K$337K$23K$344K 990 PDF

Schedules filed Part IV

C · Political and lobbying D · Assets and endowments O · Explanations
See the full FY2025 990
Part I · Summary $789,398 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $223,954$284,017
I-9 Program service revenuePrior year $390,571$385,149
I-10 Investment incomePrior year $7,373$10,830
I-11 Other revenuePrior year $97,471$109,402
I-12 Total revenuePrior year $719,369$789,398
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $119,205$128,858
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $646,783$545,248
I-18 Total expensesPrior year $765,988$674,106
I-19 Revenue less expensesPrior year −$46,619$115,292
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $789,398 across 6 lines filed
Lines not itemized here account for $500 of total revenue; see the IRS return.
VIII-1b Membership dues$284,017
VIII-1h Total contributions, gifts and grants$284,017
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $384,649$384,649
VIII-3 Investment incomeExcluded from tax $10,830$10,830
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $109,402$109,402
VIII-12 Total revenueRelated to mission $385,149 · Unrelated business $109,402 · Excluded from tax $10,830$789,398
Part IX · Statement of functional expenses $674,106 across 14 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)$110,000
IX-7 Other salaries and wages$3,513
IX-8 Pension plan contributions$6,916
IX-9 Other employee benefits$914
IX-10 Payroll taxes$7,515
IX-11c Accounting fees$16,770
IX-12 Advertising and promotion$7,198
IX-13 Office expenses$5,724
IX-16 Occupancy$22,105
IX-17 Travel$3,890
IX-19 Conferences, conventions and meetings$278,013
IX-23 Insurance$10,793
IX-24 Other expenses (24a–d)$166,968
IX-24e All other expenses$33,787
IX-25 Total functional expenses$674,106
Part X · Balance sheet $555,293 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $107,862$201,856
X-2 Savings and temporary cash investmentsStart of year $284,615$306,030
X-9 Prepaid expenses and deferred chargesStart of year $38,792$23,201
X-10c Land, buildings and equipment, netStart of year $43,969$24,206
X-16 Total assetsStart of year $475,238$555,293
X-17 Accounts payable and accrued expensesStart of year $10,142$14,579
X-19 Deferred revenueStart of year $162,200$141,365
X-25 Other liabilitiesStart of year $45,880$27,041
X-26 Total liabilitiesStart of year $218,222$182,985
X-27 Net assets without donor restrictionsStart of year $257,016$372,308
X-32 Total net assets or fund balancesStart of year $257,016$372,308
X-33 Total liabilities and net assetsStart of year $475,238$555,293
Part XI · Reconciliation of net assets $372,308 net assets at year end
XI-1 Total revenue$789,398
XI-2 Total expenses$674,106
XI-3 Revenue less expenses$115,292
XI-4 Net assets at start of year$257,016
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$372,308

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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