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Texas Surplus Lines Association INC FY2022 filing

Not tax-deductible

Austin, TX501(c)(6)Since 1956EIN 74-6062521Revenue $606K in FY2022

On file with the IRSPo Box 10288, 78766-1288 · Austin, 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.

100¢ of each $1 spent went to programs.
$89K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
$89K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$202K
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$606K
+18% vs prior year
Spent
$627K
To programs
100%
Net assets
$309K
By yearFY2020–FY2025
Revenue
$606K
FY2022▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2020$361K
FY2021$512K
FY2022$606K
FY2023$653K
FY2024$719K
FY2025$789K
Expenses
$627K
FY2022▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$337K
FY2021$525K
FY2022$627K
FY2023$672K
FY2024$766K
FY2025$674K
Net assets
$309K
FY2022▼ -7%
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 FY2022 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

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% · $627K

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

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Who runs it and what they're paid

17 people listed on the 990; $89K paid to officers and key staff.

Part VII, Section A · reportable compensation
Jean Patterson
Executive Director
$88,600Pt VII · Sec A
$0Pt VII · Sec A
Hardy Nix
Director
$0Pt VII · Sec A
Jodi Berger
Director
$0Pt VII · Sec A
Joe Neeley
Director
$0Pt VII · Sec A
Justin Kotrla
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
Keith Strama
General Counsel
$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 →

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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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Provided by the organization

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2 programs · $627K · in their own filed words · FY2022
01

Public and govermental awarness education

$361Kprogram expense
02

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

$266Kprogram expense

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$606K
Ln 12
Fees for servicesLn 2g$273K
Gifts and grantsLn 1h$231K
Other incomeLn 4–11$102K
Money outPt IX
$627K
Ln 25
Programscol B$627K
Owns and owesPt X
$309K
net assets · Ln 32
Cash and savingsLn 1–2$435K
Total assetsLn 16$511K
LiabilitiesLn 26$202K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$231K
Fees for servicesLn 2g$273K
Investment incomeLn 3$35
Other incomeLn 4–11$102K
Total revenueLn 12$606K
Assets in detailPt X, end of year
CashLn 1$140K
SavingsLn 2$296K
Cash and savings togetherLn 1–2$435K
Land, buildings, equipmentLn 10c$43K
Other assetsLn 15$543
Total assetsLn 16$511K
LiabilitiesLn 26$202K
Net assetsLn 32$309K
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 FY22End FY22
Cash and savingsLn 1–2$404K$435K
Land, buildings, equipmentLn 10c$0$43K
Total assetsLn 16$451K$511K
LiabilitiesLn 26$120K$202K
Net assetsLn 32$331K$309K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$89K
Other salaries and wagesLn 7$4K
Pension plan contributionsLn 8$17K
Other employee benefitsLn 9$3K
Payroll taxesLn 10$7K
Accounting feesLn 11c$6K
Other fees for servicesLn 11g$16K
Advertising and promotionLn 12$8K
Office expensesLn 13$4K
Information technologyLn 14$10K
TravelLn 17$4K
Conferences, conventions and meetingsLn 19$266K
InterestLn 20$2K
Depreciation, depletion and amortizationLn 22$19K
InsuranceLn 23$10K
Other expenses (24a–d)Ln 24$150K
All other expensesLn 24e$12K
Total functional expensesLn 25$627K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $789K$674K$115K$372K 990 PDF
FY2024 $719K$766K−$47K$257K 990 PDF
FY2023 $653K$672K−$19K$290K 990 PDF
FY2022 Viewing $606K$627K−$21K$309K 990 PDF
FY2021 $512K$525K−$12K$331K 990 PDF
FY2020 $361K$337K$23K$344K 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
See the full FY2022 990 (6 parts)
Part I · Summary $606,118 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $198,735$231,324
I-9 Program service revenuePrior year $216,112$272,634
I-10 Investment incomePrior year $113$35
I-11 Other revenuePrior year $97,366$102,125
I-12 Total revenuePrior year $512,326$606,118
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 $107,536$119,497
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $417,274$507,244
I-18 Total expensesPrior year $524,810$626,741
I-19 Revenue less expensesPrior year −$12,484−$20,623
Part VI · Governance 17 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
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 $606,118 across 6 lines filed
VIII-1b Membership dues$231,324
VIII-1h Total contributions, gifts and grants$231,324
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $272,634$272,634
VIII-3 Investment incomeRelated to mission $35$35
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $102,125$102,125
VIII-12 Total revenueRelated to mission $272,669 · Unrelated business $102,125 · Excluded from tax $0$606,118
Part IX · Statement of functional expenses $626,741 across 17 lines filed
IX-5 Pay of current officers, directors and key staff$88,600
IX-7 Other salaries and wages$3,634
IX-8 Pension plan contributions$17,332
IX-9 Other employee benefits$2,713
IX-10 Payroll taxes$7,218
IX-11c Accounting fees$6,450
IX-11g Other fees for services$15,612
IX-12 Advertising and promotion$7,813
IX-13 Office expenses$4,473
IX-14 Information technology$9,968
IX-17 Travel$4,215
IX-19 Conferences, conventions and meetings$265,719
IX-20 Interest$1,663
IX-22 Depreciation, depletion and amortization$19,089
IX-23 Insurance$9,953
IX-24 Other expenses (24a–d)$150,050
IX-24e All other expenses$12,239
IX-25 Total functional expenses$626,741
Part X · Balance sheet $510,571 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $143,525$139,908
X-2 Savings and temporary cash investmentsStart of year $260,319$295,507
X-9 Prepaid expenses and deferred chargesStart of year $47,264$31,189
X-10c Land, buildings and equipment, netStart of year $0$43,424
X-15 Other assetsStart of year $0$543
X-16 Total assetsStart of year $451,108$510,571
X-17 Accounts payable and accrued expensesStart of year $8,184$8,776
X-19 Deferred revenueStart of year $111,200$148,200
X-25 Other liabilitiesStart of year $682$44,923
X-26 Total liabilitiesStart of year $120,066$201,899
X-27 Net assets without donor restrictionsStart of year $331,042$308,672
X-32 Total net assets or fund balancesStart of year $331,042$308,672
X-33 Total liabilities and net assetsStart of year $451,108$510,571
Part XI · Reconciliation of net assets $308,672 net assets at year end
XI-1 Total revenue$606,118
XI-2 Total expenses$626,741
XI-3 Revenue less expenses−$20,623
XI-4 Net assets at start of year$331,042
XI-8 Prior period adjustments−$1,747
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$308,672

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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