SURPLUS LINES STAMPING OFFICE OF TEXAS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SURPLUS LINES STAMPING OFFICE OF TEXAS (EIN 74-2484441)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349309200
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T18:37:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742859143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALHOUN THOMSON MATZA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30044 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742484441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURPLUS LINES STAMPING OFFICE OF TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SURP | BusinessNameControlTxt |
| Phone | 5125311862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 E PFLUGERVILLE PKWY ST 3301 | AddressLine1Txt |
| City | PFLUGERVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG BRANDON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5125311880 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY HOGGARD MENDOZA | PreparerPersonNm |
| PTIN | P00233891 | PTIN |
| Phone | 5124398400 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG BRANDON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 E PFLUGERVILLE PKWY ST 3301 | AddressLine1Txt |
| City | PFLUGERVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,695,332 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SLTX.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE OUR BUSINESS PARTNERS WITH MEANINGFUL DATA, ANALYSIS, AND EDUCATIONAL RESOURCES TO EMPOWER THEIR DECISIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,830,372 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,953,666 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$957,283 | PYInvestmentIncomeAmt |
| CY Investment Income | $736,983 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,873,089 | PYTotalRevenueAmt |
| CY Total Revenue | $11,690,649 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,122,502 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,536,917 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,411,534 | PYOtherExpensesAmt |
| CY Other Expenses | $4,182,674 | CYOtherExpensesAmt |
| PY Total Expenses | $7,534,036 | PYTotalExpensesAmt |
| CY Total Expenses | $8,719,591 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $339,053 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,971,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,663,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,558,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $442,616 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,247,581 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,220,935 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,311,234 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE OUR BUSINESS PARTNERS WITH MEANINGFUL DATA, ANALYSIS, AND EDUCATIONAL RESOURCES TO EMPOWER THEIR DECISIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,749,584 | ExpenseAmt |
| Revenue | $10,953,666 | RevenueAmt |
| Desc | THE SURPLUS LINES STAMPING OFFICE OF TEXAS (SLTX) EVALUATED AND ENTERED ALL REPORTED TEXAS SURPLUS LINES POLICIES DURING THE YEAR. THE SLTX EVALUATED ALL SURPLUS LINE INSURERS FOR ELIGIBILITY TO OPERATE IN TEXAS AND MADE RECOMMENDATIONS TO THE TEXAS DEPARTMENT OF INSURANCE (TDI). THE SLTX CONDUCTED LIVE AND WEB-BASED EDUCATION SEMINARS. THESE WERE AVAILABLE TO ANY INTERESTED PARTY ON A CONTINUOUS BASIS. CONTENT IS UPDATED ON A REGULAR BASIS. THE SLTX PROVIDED MARKET STATISTICS TO THE TDI, TEXAS COMPTROLLER OF PUBLIC ACCOUNTS, THE TEXAS WINDSTORM INSURANCE ASSOCIATION AND TRADE PUBLICATIONS. THE SLTX MAINTAINS A WEBSITE CONTAINING A VAST AMOUNT OF STATISTICAL DATA, PERTINENT LAWS AND REGULATIONS AND OTHER RESOURCE INFORMATION. THE SLTX PUBLISHED A MONTHLY BULLETIN AND A QUARTERLY NEWSLETTER. | Desc |
| Total Program Service Expenses | $6,749,584 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA AUG | PersonNm |
| Phone | 5125311862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 E PFLUGERVILLE PKWY ST 3301 | AddressLine1Txt |
| City | PFLUGERVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78660 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| GREG BRANDON | |||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $406,287 | $0 | $73,944 |
| DONNA AUG | |||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $238,148 | $0 | $22,613 |
| SHOLONDA STONE | |||||
| DIRECTOR OF ITS | 40.00 | Yes (X) | $231,409 | $0 | $32,146 |
| DENISSE AMEZQUITA | |||||
| DIRECTOR OF HUMAN RESOURCE | 40.00 | Yes (X) | $215,481 | $0 | $28,769 |
| CHEYENNE HERRERA | |||||
| DIRECTOR OF OPERATIONS | 40.00 | Yes (X) | $252,939 | $0 | $24,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,344,264 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $182,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACCENTURE | |||||
| 161 N CLARK ST | CHICAGO | IL | 606013206 | PROGRAMMING FOR SMART | $1,147,550 |
| MICROSOFT OFFICE | |||||
| PO BOX 842103 | DALLAS | TX | 75284 | SOFTWARE SUPPORT | $223,321 |
| RENAISSANCE SYSTEMS INC | |||||
| 107 E COMMERCE ST | MEXIA | TX | 76667 | SERVER HOSTING, MAINTENANCE, PROGRAMMING | $188,010 |
| CYBER 7 GROUP | |||||
| 655 TALUS WAY | ALEXANDRIA | KY | 41001 | CLOUD MIGRATION AND SUPPORT | $136,002 |
| MITCHELL WILLIAMS SELIG GATESWOODYA | |||||
| 425 W CAPITOL AVE SU 1800 | LITTLE ROCK | AR | 72201 | LEGAL | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STAMPING FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,953,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,953,666 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,953,666 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $741,666 | TotalRevenueColumnAmt |
| Exclusion | $741,666 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,683 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,683 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,683 | TotalRevenueColumnAmt |
| Exclusion | -$4,683 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,690,649 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,953,666 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $736,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,264 | TotalAmt |
| Program Services | $1,344,264 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,231,959 | TotalAmt |
| Program Services | $2,231,959 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,441 | TotalAmt |
| Program Services | $267,441 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,261 | TotalAmt |
| Program Services | $450,261 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,992 | TotalAmt |
| Program Services | $242,992 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $120,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,651 | TotalAmt |
| Program Services | $56,651 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,147 | TotalAmt |
| Program Services | $1,405,147 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,531 | TotalAmt |
| Program Services | $237,531 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,475 | TotalAmt |
| Program Services | $9,475 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,850 | TotalAmt |
| Program Services | $258,850 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,614 | TotalAmt |
| Program Services | $24,614 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421 | TotalAmt |
| Program Services | $1,421 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,313 | TotalAmt |
| Program Services | $57,313 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,848 | TotalAmt |
| Program Services | $18,848 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871,985 | TotalAmt |
| Management And General | $1,871,985 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,334 | TotalAmt |
| Management And General | $80,334 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FACILITY MAINTENANCE AN | $14,999 | $14,999 | |
| BANK CHARGES | $14,556 | $14,556 | |
| TELEPHONE EXPENSE | $7,794 | $7,794 | |
| DUES/MEMBERSHIPS/SUBSCR | $3,132 | $3,132 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24 | TotalAmt |
| Program Services | $24 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,719,591 | TotalAmt |
| Program Services | $6,749,584 | ProgramServicesAmt |
| Management And General | $1,970,007 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,432 | BOYAmt |
| EOY | $1,568,921 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,852,375 | BOYAmt |
| EOY | $33,023,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,532 | BOYAmt |
| EOY | $1,097,442 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,904 | BOYAmt |
| EOY | $284,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $793,499 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $691,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,986 | BOYAmt |
| EOY | $101,585 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $903,804 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,934,113 | BOYAmt |
| EOY | $4,579,203 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,209 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,663,551 | BOYAmt |
| EOY | $41,558,815 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,760 | BOYAmt |
| EOY | $94,956 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,856 | BOYAmt |
| EOY | $1,152,625 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,616 | BOYAmt |
| EOY | $1,247,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,839,067 | BOYAmt |
| EOY | $29,178,117 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,381,868 | BOYAmt |
| EOY | $11,133,117 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,220,935 | BOYAmt |
| EOY | $40,311,234 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,663,551 | BOYAmt |
| EOY | $41,558,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,971,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $538,339 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$419,098 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,422,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,885,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,693,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,830,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,953,666 | CurrentTaxYearAmt |
| Total | $49,786,318 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,422,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,885,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,693,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,830,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,953,666 | CurrentTaxYearAmt |
| Total | $49,786,318 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $49,786,318 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $455,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$187,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$957,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $736,983 | CurrentTaxYearAmt |
| Total | $538,083 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $455,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$187,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$957,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $736,983 | CurrentTaxYearAmt |
| Total | $538,083 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,913,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,341,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,506,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,873,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,690,649 | CurrentTaxYearAmt |
| Total | $50,324,401 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.01070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $125 | DepreciationAmt |
| Book Value | $4,380 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $788,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $691,789 | DepreciationAmt |
| Book Value | $97,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $101,585 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED COMPENSATION | $218,158 |
| CURRENT PORTION OF OPERATING LEASE LIABILITIES | $934,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,152,625 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,228,988 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $538,339 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $538,339 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,690,649 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,690,649 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,719,591 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,719,591 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,719,591 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREG BRANDON | ||||||||||||||
| EXECUTIVE DIRECTOR | $304,200 | $0 | $76,388 | $0 | $25,699 | $0 | $30,500 | $0 | $43,444 | $0 | $480,231 | $0 | $0 | $0 |
| CHEYENNE HERRERA | ||||||||||||||
| DIRECTOR OF OPERATIONS | $198,138 | $0 | $39,954 | $0 | $14,847 | $0 | $0 | $0 | $24,948 | $0 | $277,887 | $0 | $0 | $0 |
| SHOLONDA STONE | ||||||||||||||
| DIRECTOR OF ITS | $182,520 | $0 | $36,666 | $0 | $12,223 | $0 | $0 | $0 | $32,146 | $0 | $263,555 | $0 | $0 | $0 |
| DONNA AUG | ||||||||||||||
| DIRECTOR OF FINANCE | $197,730 | $0 | $39,722 | $0 | $696 | $0 | $0 | $0 | $22,613 | $0 | $260,761 | $0 | $0 | $0 |
| DENISSE AMEZQUITA | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCE | $174,915 | $0 | $35,138 | $0 | $5,428 | $0 | $0 | $0 | $28,769 | $0 | $244,250 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BARTON KOCH | |||
| DIRECTOR | $545 | DIRECTOR IS A KEY EMPLOYEE OF AN AGENCY THAT PAYS A REQUIRED STAMPING FEE SET BY STATUTE TO SLTX | 0 |
| GARRETT SPROWLS | |||
| DIRECTOR | $35,187 | DIRECTOR IS A KEY EMPLOYEE OF AN AGENCY THAT PAYS A REQUIRED STAMPING FEE SET BY STATUTE TO SLTX | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | THE TEXAS COMMISSIONER OF INSURANCE APPOINTS THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | EACH DIRECTOR AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: 1) HAS RECEIVED A COPY OF THE POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) HAS AGREED TO COMPLY WITH THE POLICY; 4) HAS DISCLOSED THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICTING INTEREST IN ACCORDANCE WITH THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD REVIEWS SALARIES SURVEYS, COMPENSATION, AND BENEFIT COMPARABLES. |
| FORM 990, PART VI, SECTION C, LINE 19 | SURPLUS LINES STAMPING OFFICE OF TEXAS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICE: PROGRAM SERVICE EXPENSES 1,405,147. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,405,147. |
| FORM 990, PART XI, LINE 9: | INVESTMENT IN PP&E -419,101. ROUNDING 3. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS, AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS. |