Civic Intelligence

Texas Surplus Lines Association Inc

990 • Fiscal year 2023 • EIN 74-6062521

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 19, 2024

Organization ProfileN/A
PO Box 10288Austin, TX 78766

(512) 343-9058

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$548,802

Up $38,231 (+7.5%) from 2022

Net Assets

Down

$289,739

Down $18,933 (-6.1%) from 2022

Liabilities

Up

$259,063

Up $57,164 (+28%) from 2022

Revenue And Expenses

Revenue

Up

$652,592

Up $46,474 (+7.7%) from 2022

Expenses

Up

$672,090

Up $45,349 (+7.2%) from 2022

Net Income

Up

-$19,498

Up $1,125 (+5.5%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $286,603Liabilities 2011: $113,535Net Assets 2011: $173,0682011Assets 2012: $284,254Liabilities 2012: $104,039Net Assets 2012: $180,2152012Assets 2013: $317,982Liabilities 2013: $128,629Net Assets 2013: $189,3532013Assets 2014: $332,689Liabilities 2014: $149,749Net Assets 2014: $182,9402014Assets 2015: $356,144Liabilities 2015: $188,112Net Assets 2015: $168,0322015Assets 2016: $352,084Liabilities 2016: $139,945Net Assets 2016: $212,1392016Assets 2017: $396,289Liabilities 2017: $141,460Net Assets 2017: $254,8292017Assets 2018: $454,356Liabilities 2018: $157,955Net Assets 2018: $296,4012018Assets 2019: $454,865Liabilities 2019: $134,677Net Assets 2019: $320,1882019Assets 2020: $479,826Liabilities 2020: $136,302Net Assets 2020: $343,5242020Assets 2021: $451,108Liabilities 2021: $120,066Net Assets 2021: $331,0422021Assets 2022: $510,571Liabilities 2022: $201,899Net Assets 2022: $308,6722022Assets 2023: $548,802Liabilities 2023: $259,063Net Assets 2023: $289,7392023Assets 2023: $558,780Liabilities 2023: $259,063Net Assets 2023: $299,7172023Assets 2024: $475,238Liabilities 2024: $218,222Net Assets 2024: $257,0162024

Highlighted filing

2023

Assets$548,802
Liabilities$259,063
Net Assets$289,739
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $446,566Expenses 2011: $445,686Net Income 2011: $8802011Revenue 2012: $457,608Expenses 2012: $450,460Net Income 2012: $7,1482012Revenue 2013: $513,979Expenses 2013: $504,841Net Income 2013: $9,1382013Revenue 2014: $541,355Expenses 2014: $547,768Net Income 2014: -$6,4132014Revenue 2015: $574,645Expenses 2015: $589,554Net Income 2015: -$14,9092015Revenue 2016: $611,976Expenses 2016: $567,738Net Income 2016: $44,2382016Revenue 2017: $608,708Expenses 2017: $566,018Net Income 2017: $42,6902017Revenue 2018: $660,277Expenses 2018: $618,705Net Income 2018: $41,5722018Revenue 2019: $632,010Expenses 2019: $608,222Net Income 2019: $23,7882019Revenue 2020: $360,652Expenses 2020: $337,316Net Income 2020: $23,3362020Revenue 2021: $512,326Expenses 2021: $524,810Net Income 2021: -$12,4842021Revenue 2022: $606,118Expenses 2022: $626,741Net Income 2022: -$20,6232022Revenue 2023: $652,592Expenses 2023: $672,090Net Income 2023: -$19,4982023Revenue 2023: $652,592Expenses 2023: $662,113Net Income 2023: -$9,5212023Revenue 2024: $719,369Expenses 2024: $765,988Net Income 2024: -$46,6192024

Highlighted filing

2023

Revenue$652,592
Expenses$672,090
Net Income-$19,498
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 19, 2024
Return Version
2023v5.1
Gross Receipts
$652,592
Mission and Program Overview

Mission

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.

Promotes interest of insurance industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$295,507$191,601▼ $103,906
Cash and Non-Interest-Bearing Accounts$139,908$160,010▲ $20,102
Investments Other Securities-$149,342-
Prepaid Expenses and Deferred Charges$31,189$24,105▼ $7,084
Land, Buildings, and Equipment, Net$43,424$23,744▼ $19,680
Total Assets$510,571$548,802▲ $38,231
Other Assets Total$543$0▼ $543
Liabilities
Accounts Payable and Accrued Expenses$8,776$117,908▲ $109,132
Deferred Revenue$148,200$108,500▼ $39,700
Other Liabilities$44,923$32,655▼ $12,268
Total Liabilities$201,899$259,063▲ $57,164
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$308,672$289,739▼ $18,933
Total Net Assets Fund Balance$308,672$289,739▼ $18,933
Total Liabilities and Net Assets / Fund Balance$510,571$548,802▲ $38,231

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,744$57,322$81,066
Equipment$0$28,650$28,650
Other Securities$149,342--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jean PattersonExecutive DirectorFT$97,000$97,000

Board Members and Trustees

NameTitle
Tiffany WayPast President
Kimmi CantwellPresident
Robert McewenVice President
Billie GorrellDirector
Brent GoldadeDirector
Hardy NixDirector
Joe NeeleyDirector
Joe TaylorDirector
Karen KingstonDirector
Morgan WhittDirector
Randy DossDirector
Ryan HandlerDirector
Stephen GunnDirector
Zac CrosleyDirector
Terence BablerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$242,547
Program Service Revenue
$309,699
Investment Income
$30
Other Revenue
$100,316
Change in Net Assets
$-19,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$556,518
Salaries, Compensation, and Employee Benefits$115,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$318,507
Current Officers, Directors, Trustees, and Key Employees---$97,000
Occupancy---$21,088
Other Expenses---$15,070
All Other Expenses---$14,534
Insurance---$10,658
Fees for Services Accounting---$8,675
Payroll Taxes---$8,327
Advertising---$7,218
Information Technology---$7,104
Pension Plan Contributions---$6,019
Travel---$5,466
Office Expenses---$4,541
Other Salaries and Wages---$3,312
Other Employee Benefits---$914
Fees for Services Other---$3
Total Functional Expenses$0$0$0$672,090
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$103,016
Total Nondeductible Lobbying and Political Cost$103,016
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$24,729
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The association is a membership organization with participating members.”

Form 990, Part VI, Section A, Line 7A

“The association is a membership organization with participating members. These members elect the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The return is reviewed by the executive committee and presented to the board of directors.”

Form 990, Part VI, Section B, Line 12C

“The association requires an annual disclosure statement.”

Form 990, Part VI, Section B, Line 15

“Executive committee proposed compensation levels are approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Texas Surplus Lines Association Inc
EIN
74-6062521
Phone
5123439058
Address
PO BOX 10288, AUSTIN, TX 78766

Signing Officer

Name
Jean Patterson
Title
Executive Director
Phone
5123439058
Signed
2024-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Patterson
Formed
1956
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
0

Preparer

Firm
Erickson Demel & Associates Pllc
Address
7800 N MOPAC SUITE 105, AUSTIN, TX 78759
Preparer
Adam Bolton
Phone
5124828682
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The association follows the provisions of fasb asc 740-10-15-2aa, accounting for uncertainty in income taxes. The association's management believes that it has taken no uncertain tax positions.”

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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0100316
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0100316
IRS990/OtherRevenueTotalAmt0100316
IRS990/OtherSalariesAndWagesGrp/TotalAmt03312
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt08327
IRS990/PensionPlanContributionsGrp/TotalAmt06019
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031189
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024105
IRS990/PrincipalOfficerNm0JEAN PATTERSON
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd4611430
IRS990/ProgramServiceRevenueGrp/Desc0MID-YEAR MEETING INCOM
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL MEETING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2ANNUAL SPONSORSHIP INC
IRS990/ProgramServiceRevenueGrp/Desc3SPECIAL MEETING INCOME
IRS990/ProgramServiceRevenueGrp/Desc4APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0161903
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1113470
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt227500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0161903
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1113470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt227500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4750
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC AND GOVERMENTAL AWARNESS EDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0353583
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0231324
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035
IRS990/PYOtherExpensesAmt0507244
IRS990/PYOtherRevenueAmt0102125
IRS990/PYProgramServiceRevenueAmt0272634
IRS990/PYRevenuesLessExpensesAmt0-20623
IRS990/PYSalariesCompEmpBnftPaidAmt0119497
IRS990/PYTotalExpensesAmt0626741
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0606118
IRS990/ReconcilationRevenueExpnssAmt0-19498
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0295507
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0191601
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0121274
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/DuesAssessmentsAmt0242547
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0103016
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0103016
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-18258
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028650
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028650
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt07926
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023744
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057322
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt081066
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024729
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0149342
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. TREASURY BILL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION FOLLOWS THE PROVISIONS OF FASB ASC 740-10-15-2AA, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ASSOCIATION'S MANAGEMENT BELIEVES THAT IT HAS TAKEN NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023744
IRS990ScheduleD/TotalBookValueSecuritiesAmt0149342
IRS990ScheduleD/TotalLiabilityAmt032655
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION WITH PARTICIPATING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION WITH PARTICIPATING MEMBERS. THESE MEMBERS ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE EXECUTIVE COMMITTEE AND PRESENTED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION REQUIRES AN ANNUAL DISCLOSURE STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE COMMITTEE PROPOSED COMPENSATION LEVELS ARE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0510571
IRS990/TotalAssetsEOYAmt0548802
IRS990/TotalAssetsGrp/BOYAmt0510571
IRS990/TotalAssetsGrp/EOYAmt0548802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0242547
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0672090
IRS990/TotalGrossUBIAmt0100316
IRS990/TotalLiabilitiesBOYAmt0201899
IRS990/TotalLiabilitiesEOYAmt0259063
IRS990/TotalLiabilitiesGrp/BOYAmt0201899
IRS990/TotalLiabilitiesGrp/EOYAmt0259063
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0308672
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0289739
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0526
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0526
IRS990/TotalProgramServiceExpensesAmt0672090
IRS990/TotalProgramServiceRevenueAmt0309699
IRS990/TotalReportableCompFromOrgAmt097000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0309729
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0652592
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0100316
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0510571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0548802
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05466
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09020-I CAPITAL OF TX HWY NORTH 370
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$548,802
Liabilities
$259,063
Net assets
$289,739
Revenue
$652,592
Expenses
$672,090
Net income
-$19,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.75$2.18$2.57$7.19$7.66$0.47
2023Detailed filing. Detailed filing data is available for this year.$5.59$2.59$3.00$6.53$6.62$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.49$2.59$2.90$6.53$6.72$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.11$2.02$3.09$6.06$6.27$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.51$1.20$3.31$5.12$5.25$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.80$1.36$3.44$3.61$3.37$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.55$1.35$3.20$6.32$6.08$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.54$1.58$2.96$6.60$6.19$0.42
2017Summary only. Only limited summary data is available for this year.$3.96$1.41$2.55$6.09$5.66$0.43
2016Summary only. Only limited summary data is available for this year.$3.52$1.40$2.12$6.12$5.68$0.44
2015Summary only. Only limited summary data is available for this year.$3.56$1.88$1.68$5.75$5.90$0.15
2014Summary only. Only limited summary data is available for this year.$3.33$1.50$1.83$5.41$5.48$0.06
2013Summary only. Only limited summary data is available for this year.$3.18$1.29$1.89$5.14$5.05$0.09
2012Summary only. Only limited summary data is available for this year.$2.84$1.04$1.80$4.58$4.50$0.07
2011Summary only. Only limited summary data is available for this year.$2.87$1.14$1.73$4.47$4.46$0.01