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Texas Surplus Lines Association INC FY2020 filing

Not tax-deductible

Austin, TX501(c)(6)Since 1956EIN 74-6062521

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.

100¢ of each $1 spent went to programs.
$86K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$86K
to officers and key staff · 26% of spending
Worth a look: pay to officers and key staff is 26% of spending; over 20%.
Pt VII · Sec A
Cash reserves
15 mo
of spending, in cash
Looks good: 15.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$136K
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$361K
Spent
$337K
To programs
100%
Net assets
$344K
By yearFY2020–FY2025
Revenue
$361K
FY2020
Revenue by fiscal year
FY2020$361K
FY2021$512K
FY2022$606K
FY2023$653K
FY2024$719K
FY2025$789K
Expenses
$337K
FY2020
Expenses by fiscal year
FY2020$337K
FY2021$525K
FY2022$627K
FY2023$672K
FY2024$766K
FY2025$674K
Net assets
$344K
FY2020
Net assets by fiscal year
FY2020$344K
FY2021$331K
FY2022$309K
FY2023$290K
FY2024$257K
FY2025$372K

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
No
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CTexas Surplus Lines Association INC
EINHdr · item D74-6062521
Exempt statusHdr · item I501(c)(6) · active
Ruling yearIRS BMFJan 1959
Year of formationHdr · item L1956
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CAustin, TX
NTEE classificationIRS BMFNonprofit

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00
Program services100%$337K
Total functional expensesLn 25$337K

Financial health

Is it on solid ground?

Operating surplus
+6%
revenue over expenses
Earned revenue
14%
of revenue from program services & dues
Payroll share
31%
of spending is salaries & benefits

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$480K
FY2020
Total assets by fiscal year
FY2020$480K
FY2021$451K
FY2022$511K
FY2023$549K
FY2024$475K
FY2025$555K
Total liabilities
$136K
FY2020
Total liabilities by fiscal year
FY2020$136K
FY2021$120K
FY2022$202K
FY2023$259K
FY2024$218K
FY2025$183K
Revenue less expensesPt I · Ln 19$23K
Total assetsPt X · Ln 16$480K
Program-expense ratioPt IX · col B100%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416

Balance Sheet

Part X · end of year
CashLn 1$425K
Total assetsLn 16$480K
Total liabilitiesLn 26$136K
Total net assetsLn 32$344K
Months of cash on handcomputed15.1

Statement of Revenue

Part VIII
Contributions & grants$215K · 60%
Other revenue$94K · 26%
Program service revenue$51K · 14%
Contributions & grants60%$215K
Other revenue26%$94K
Program service revenue14%$51K
Investment income$126
Total revenueLn 12$361K

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $425K · Operating expenses/yr $337K
15.1 months
Where the money goes
Program services
Program services — · Total expenses $337K
—
Management & General
Management & general — · Total expenses $337K
—
Fundraising
Fundraising — · Total expenses $337K
—
Cost to raise $1
Fundraising expense — · Solicited contributions —
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $215K · Total revenue $361K
60%
Government reliance
Government grants — · Total revenue $361K
—
Earned-income share
Program service revenue $51K · Total revenue $361K
14%
Investment reliance
Investment income $126 · Total revenue $361K
+0.03%
Program self-sufficiency
Program service revenue $51K · Total expenses $337K
15%
Growth & trend
Revenue growth (YoY)
This year $361K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $344K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $361K · Expenses $337K
+6%
Liabilities-to-Assets
Total liabilities — · Total assets $480K
—
Net-asset ratio
Net assets $344K · Total assets $480K
72%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $480K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Jean Patterson · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $86K · Total expenses $337K
26%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $104K · Total expenses $337K
31%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 100%——
Fundraising cost ratio 0%——
Accounting fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Jean Patterson
Executive Director
$86,138Pt VII · Sec A
Amicia Hine
President
$0Pt VII · Sec A
Keith Strama
Director
$0Pt VII · Sec A
Jennifer Mier
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
Jodi Berger
Director
$0Pt VII · Sec A
Justin Kotrla
Vice President
$0Pt VII · Sec A
Sam Stringer
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.

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Governance & Policies

Part VI
  • 16Voting board membersPt VI · Ln 1a
  • 16Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Promotes the interests of the insurance industry.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

2 program services account for $337K of program spending, described in the organization's own filed words · FY2020.
01

Public and govermental awarness education

$304Kprogram expense
02

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

$33Kprogram expense

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Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $789K$674K+10% 990 PDF
FY2024 $719K$766K+10% 990 PDF
FY2023 $653K$672K+8% 990 PDF
FY2022 $606K$627K+18% 990 PDF
FY2021 $512K$525K+42% 990 PDF
FY2020 Viewing $361K$337K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2020

Every line we hold from the return, cited to its Part and line.
Part IX · Statement of functional expenses $337,316 across 16 lines filed
IX-5 Pay of current officers, directors and key staff$86,138
IX-7 Other salaries and wages$1,439
IX-8 Pension plan contributions$4,868
IX-9 Other employee benefits$3,225
IX-10 Payroll taxes$8,490
IX-11c Accounting fees$5,600
IX-11g Other fees for services$6,526
IX-12 Advertising and promotion$4,067
IX-13 Office expenses$2,773
IX-14 Information technology$5,180
IX-16 Occupancy$22,441
IX-17 Travel$2,427
IX-19 Conferences, conventions and meetings$32,973
IX-23 Insurance$5,711
IX-24 Other expenses (24a–d)$135,202
IX-24e All other expenses$10,256
IX-25 Total functional expenses$337,316

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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