TEXAS MUTUAL INSURANCE COMPANY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS MUTUAL INSURANCE COMPANY (EIN 74-2615873)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349309521
- Schema version
- 2023v5.0
- 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 | 2024-11-14T10:52:09-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742615873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS MUTUAL INSURANCE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8008595995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Aldrich Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78723 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erica Sanchez | PersonNm |
| Person Title | VP Financial Services & Controller | PersonTitleTxt |
| Phone | 5122247972 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | Bill Potter | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Aldrich Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78723 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,105,465,351 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.texasmutual.com | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | Mutual | OtherOrganizationDsc |
| Formation | 1991 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Established by Texas statute to provide a stable, competitive source of workers' compensation insurance for Texas employers, acts as an insurer of last resort, and helps to prevent on-the-job injuries and illnesses and minimize their consequences. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1091 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $7,119,412 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,365,151 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,076,017,857 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,115,850,503 | CYProgramServiceRevenueAmt |
| PY Investment Income | $222,927,619 | PYInvestmentIncomeAmt |
| CY Investment Income | $269,243,531 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,409,781 | PYOtherRevenueAmt |
| CY Other Revenue | $1,230,574 | CYOtherRevenueAmt |
| PY Total Revenue | $1,300,355,257 | PYTotalRevenueAmt |
| CY Total Revenue | $1,386,324,608 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,358,371 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,009,450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $144,637,852 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $161,897,783 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,053,919,082 | PYOtherExpensesAmt |
| CY Other Expenses | $1,108,481,362 | CYOtherExpensesAmt |
| PY Total Expenses | $1,209,915,305 | PYTotalExpensesAmt |
| CY Total Expenses | $1,285,388,595 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $90,439,952 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $100,936,013 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,234,972,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,419,583,416 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,500,176,871 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,541,481,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,734,795,716 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,878,101,725 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Established by Texas statute to provide a stable, competitive source of workers' compensation insurance for Texas employers, acts as an insurer of last resort, and helps to prevent on-the-job injuries and illnesses and minimize their consequences. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Revenue | $1,386,324,608 | RevenueAmt |
| Desc | The Company wrote over 83,000 workers' compensation policies in 2023 covering approximately 1.7 million Texas employees. During the year, almost 47,000 claims were processed and approximately $430 million in medical and income benefits were paid out to injured workers. $340 million in dividends was distributed to approximately 69,000 policyholders and an additional $22 million in dividends was distributed to 27 safety groups. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5819 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1091 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erica Sanchez | PersonNm |
| Phone | 5122247328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Aldrich Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78723 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Brenda Ward | ||||||||
| President & CEO | 40 | Yes (X) | $1,044,088 | $0 | $140,997 | |||
| Richard Gergasko | ||||||||
| President & CEO | 40 | Yes (X) | $1,037,694 | $50,000 | $26,272 | |||
| Michael Hernandez | ||||||||
| Chief Data Officer | 40 | Yes (X) | $767,523 | $0 | $104,553 | |||
| Leonard Johnson | ||||||||
| SVP Investments | 40 | Yes (X) | $794,541 | $0 | $52,491 | |||
| Willard Potter | ||||||||
| SVP & CFO | 40 | Yes (X) | $682,776 | $0 | $113,056 | |||
| Paul Schlaud | ||||||||
| SVP Enterprise Affairs & General Counsel | 40 | Yes (X) | $621,026 | $0 | $100,812 | |||
| Kim Haugaard | ||||||||
| SVP Policyholder Services | 40 | Yes (X) | $542,533 | $0 | $107,821 | |||
| Jeffrey Lentz | ||||||||
| SVP Underwriting | 40 | Yes (X) | $524,506 | $0 | $123,614 | |||
| Jeannette Sprague | ||||||||
| SVP & Chief Information Officer | 40 | Yes (X) | $577,938 | $0 | $67,651 | |||
| Lawrence Martin | ||||||||
| SVP Human Resources | 40 | Yes (X) | $524,182 | $0 | $101,477 | |||
| Jo Betsy Norton | ||||||||
| SVP Public Affairs | 40 | Yes (X) | $549,905 | $0 | $52,214 | |||
| David John | ||||||||
| VP IT Infrastructure | 40 | $425,393 | $0 | $110,282 | Yes (X) | |||
| Elise Teeter | ||||||||
| SVP & General Auditor | 40 | Yes (X) | $446,803 | $0 | $88,055 | |||
| Nathan Scott | ||||||||
| VP Investments | 40 | $419,836 | $0 | $97,795 | Yes (X) | |||
| Phoebe Murphy | ||||||||
| VP & Chief Actuary, Enterprise Analytics | 40 | $413,106 | $0 | $88,455 | Yes (X) | |||
| Erica Sanchez | ||||||||
| VP & Controller | 40 | $395,003 | $0 | $90,816 | Yes (X) | |||
| Edward Coates | ||||||||
| VP HR Employee Services | 40 | $379,053 | $0 | $106,105 | Yes (X) | |||
| Richard Dabney | ||||||||
| VP Corporate Underwriting | 40 | $384,120 | $0 | $99,637 | Yes (X) | |||
| Shannon Pounds | ||||||||
| VP & Associate General Counsel | 40 | $396,173 | $0 | $82,761 | Yes (X) | |||
| Peppia Sherrouse | ||||||||
| VP Claim Operations | 40 | $385,797 | $0 | $90,129 | Yes (X) | |||
| Beverly Harris | ||||||||
| VP Corporate Strategy & Product | 40 | $389,491 | $0 | $83,417 | Yes (X) | |||
| David Morton | ||||||||
| VP Underwriting Operations | 40 | $402,444 | $0 | $68,371 | Yes (X) | |||
| Lisa Evans | ||||||||
| VP Distribution & Customer Engagement | 40 | $400,060 | $0 | $68,292 | Yes (X) | |||
| Amy Green-Hinojosa | ||||||||
| VP Project Management Office | 40 | $362,125 | $0 | $102,248 | Yes (X) | |||
| Jeremiah Bentley | ||||||||
| VP Marketing & Community Affairs | 40 | $357,781 | $0 | $104,935 | Yes (X) | |||
| Greta Gonzales | ||||||||
| VP & Chief Risk Officer | 40 | $373,601 | $0 | $82,707 | Yes (X) | |||
| Roger Humecky | ||||||||
| VP Data Analytics & Business Intelligence | 40 | $368,522 | $0 | $80,260 | Yes (X) | |||
| Anthony Seraphim | ||||||||
| VP Data Governance | 40 | $359,566 | $0 | $87,432 | Yes (X) | |||
| Adrian Vanzulli | ||||||||
| VP Engineering | 40 | $355,734 | $0 | $88,732 | Yes (X) | |||
| Toni Toliver | ||||||||
| VP Business Law | 40 | $360,673 | $0 | $80,921 | Yes (X) | |||
| Billy Jackson | ||||||||
| VP Regional Operations | 40 | $380,294 | $0 | $60,240 | Yes (X) | |||
| Eric Bourquin | ||||||||
| VP Safety Services | 40 | $345,328 | $0 | $94,958 | Yes (X) | |||
| James Ziolkowski | ||||||||
| VP Regional Operations | 40 | $375,369 | $0 | $61,790 | Yes (X) | |||
| Jackie Kenyon | ||||||||
| VP Special Litigation | 40 | $341,743 | $0 | $81,429 | Yes (X) | |||
| Nicholas Tsourmas | ||||||||
| Medical Director | 30.00 | $355,012 | $0 | $58,740 | Yes (X) | |||
| John Sapp | ||||||||
| VP Information Security | 40 | $349,435 | $0 | $58,906 | Yes (X) | |||
| Rhonda Barker | ||||||||
| VP Premium Audit | 40 | $313,706 | $0 | $66,623 | Yes (X) | |||
| Ronald Ellis Simmons | ||||||||
| Director | 4 | $186,000 | $22,500 | $0 | Yes (X) | |||
| Tommy Dan Phillips | ||||||||
| Director | 4 | $131,250 | $0 | $0 | Yes (X) | |||
| Kristina Rose Koncaba | ||||||||
| Director | 4 | $130,000 | $0 | $0 | Yes (X) | |||
| Alexia Selene Elliott | ||||||||
| Director | 4 | $105,000 | $22,500 | $0 | Yes (X) | |||
| Steven Dudley Oldham | ||||||||
| Director | 4 | $105,000 | $22,500 | $0 | Yes (X) | |||
| Brett Baker Flagg | ||||||||
| Director | 4 | $127,000 | $0 | $0 | Yes (X) | |||
| William Francis Quinn | ||||||||
| Director | 4 | $105,750 | $0 | $0 | Yes (X) | |||
| John Dayton Swanson | ||||||||
| Director | 4 | $104,500 | $0 | $0 | Yes (X) | |||
| Kevin Mart Robnett | ||||||||
| Director | 4 | $102,000 | $0 | $0 | Yes (X) | |||
| Gary Gibson | ||||||||
| Director | 4 | $25,500 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,624,880 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $117,500 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,174,994 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 475 | 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 |
|---|---|---|---|---|---|
| OCCUPATIONAL HEALTH CENTERS OF | |||||
| PO BOX 75388 | OKLAHOMA CITY | OK | 73147 | Medical and Healthcare | $15,688,887 |
| MEMORIAL HERMANN HOSPITAL HEAL | |||||
| PO BOX 301208 | DALLAS | TX | 75303 | Medical and Healthcare | $14,836,552 |
| TECHHEALTH INC | |||||
| PO BOX 206774 | DALLAS | TX | 75320 | Medical and Healthcare | $10,332,108 |
| ALIGN NETWORKS INC | |||||
| PO BOX 105159 | ATLANTA | GA | 30348 | Medical and Healthcare | $6,707,699 |
| TMESYS LLC | |||||
| PO BOX 850001 DEPT 0559 | ORLANDO | FL | 32885 | Medical and Healthcare | $3,352,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 374 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Premiums Earned | Desc |
| Business | 524126 | BusinessCd |
| Total Revenue Column | $1,115,850,503 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,115,850,503 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,115,850,503 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,188,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$653,703 | UnrelatedBusinessRevenueAmt |
| Exclusion | $284,842,632 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $776,169 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $776,169 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $776,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $776,169 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,684,858,887 | SecuritiesAmt |
| Other | $19,336,458 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,699,627,210 | SecuritiesAmt |
| Other | $19,513,533 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,768,323 | SecuritiesAmt |
| Other | -$177,075 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,945,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,773,115 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$22,718,513 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Finance and Service Charges | Desc |
| Business | 524126 | BusinessCd |
| Total Revenue Column | $454,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $454,405 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $454,405 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,386,324,608 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,116,304,908 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,119,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $262,900,288 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,531,171 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,279 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,799,874 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,202,049 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,103,488 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,995,298 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,797,074 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,665 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,866 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,784 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,013,958 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,936,027 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,297,879 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,292,457 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,044,538 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,490,012 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,170,398 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,838 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,634 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,765,517 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,947 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Losses Incurred & Loss adjustment expense | $433,567,103 |
| Dividends to Policyholder | $361,652,075 |
| Net Commission and brokerage | $155,702,904 |
| Total taxes, licenses and fees | $27,024,801 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,871,959 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,388,595 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$30,721,234 | BOYAmt |
| EOY | -$29,234,788 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,055,396 | BOYAmt |
| EOY | $119,603,019 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,583,722 | BOYAmt |
| EOY | $478,925,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,055,905 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,503,199 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,032,387 | BOYAmt |
| EOY | $93,552,706 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,823,686,093 | BOYAmt |
| EOY | $5,809,735,333 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702,426,936 | BOYAmt |
| EOY | $1,902,403,066 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,909,287 | BOYAmt |
| EOY | $44,599,029 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,234,972,587 | BOYAmt |
| EOY | $8,419,583,416 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,437,427 | BOYAmt |
| EOY | $126,932,442 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,349,014 | BOYAmt |
| EOY | $534,135,691 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,390,430 | BOYAmt |
| EOY | $2,880,413,558 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,176,871 | BOYAmt |
| EOY | $3,541,481,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,734,795,716 | BOYAmt |
| EOY | $4,878,101,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,734,795,716 | BOYAmt |
| EOY | $4,878,101,725 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,234,972,587 | BOYAmt |
| EOY | $8,419,583,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $100,936,013 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $47,829,813 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,459,817 | OtherChangesInNetAssetsAmt |
| 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,173,406 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $8,173,406 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $100,146,757 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,356,122 | DepreciationAmt |
| Book Value | $84,790,635 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,735,742 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,147,077 | DepreciationAmt |
| Book Value | $588,665 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $93,552,706 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (44 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARES GLOBAL MULTI-ASSET CREDIT FD | $46,834,574 | F |
| AUDAX DLS FUND II B-1 FEEDER LLC | $23,075,373 | F |
| CHURCHILL MID MKT SR LN FUND IV LP | $167,587,939 | F |
| CHURCHILL MID MKT SR LN FUND V LP | $8,091,941 | F |
| GOLUB CAPITAL PEARLS DLP LP | $24,482,309 | F |
| SHENKMAN MULTI-ASSET CREDIT FUND | $67,369,596 | F |
| WA EMERGING MARKETS LOCAL DEBT | $21,078,996 | F |
| WA FLOATING RATE HIGH INCOME FUND | $28,627,931 | F |
| WA OPPORTUNISTIC US$ HIGH YIELD | $23,951,253 | F |
| WA STRUCTURED PROD OPPORTUNITIES | $27,511,063 | F |
| AUDAX DLS CO-INVEST FUND 5 LP | $6,193,807 | F |
| PARAMETRIC DEFENSIVE EQTY FUND LLC | $93,971,991 | F |
| SILCHESTER INTL VALUE EQUITY TRUST | $164,037,626 | F |
| SPRUCEGROVE ACW EX US FUND | $159,541,264 | F |
| CLARION LION PROPERTIES FUND | $111,143,970 | F |
| HEITMAN CORE RE DEBT INCOME TR LP | $33,351,116 | F |
| PRINCIPAL RE DEBT FUND II LP | $23,334,929 | F |
| PRINCIPAL RE DEBT FUND III LP | $66,311,584 | F |
| RREEF AMERICA II LP | $87,701,839 | F |
| USAA EAGLE REAL ESTATE LP | $129,383,622 | F |
| AMFAM VC FUND III LP | $8,824,526 | F |
| AMFAM VC FUND IV LP | $2,107,897 | F |
| ARES PATHFINDER FUND LP | $85,319,510 | F |
| ARES PATHFINDER FUND II LP | $6,096,151 | F |
| ARROW CREDIT OPPTY FUND II LP | $23,200,000 | F |
| CARLYLE CREDIT OPPTY FUND II LP | $70,215,713 | F |
| CL GAS CO-INVEST LP | $2,124,000 | F |
| CL ORANJE CO-INVEST LP | $3,224,000 | F |
| CL RAIDERS CO-INVEST | $2,146,000 | F |
| CL SUMUP CO-INVEST LP - MOJITO II | $1,980,000 | F |
| CRESTLINE OPPORTUNITY FUND III LTD | $24,690,000 | F |
| CRESTLINE OPPORTUNITY FUND IV LTD | $65,045,000 | F |
| ELLIOTT ASSOCIATES LP | $92,707,398 | F |
| ENCAP ENERGY CAPITAL FUND XII LP | $9,558,903 | F |
| ENCAP GRAYSON MILL III CO-INVEST | $1,366,124 | F |
| ENCAP DOUBLE EAGLE IV CO-INVEST | $1,701,298 | F |
| GSO CREDIT ALPHA FUND II LP | $9,410,371 | F |
| NML FOUR COLUMNS JR CAP FD VI LP | $33,397,522 | F |
| NML BROOKS & WHITTLE CO-INVEST | $3,829,649 | F |
| NML MONARCH CO-INVEST | $3,358,282 | F |
| PARTNERS FUND | $63,786,876 | F |
| PARTNERS GROUP RE SECOND 2013A LP | $26,654,305 | F |
| SIXTH STREET TAO PARTNERS E LP | $31,792,404 | F |
| CARLYLE CREDIT OPPORTUNITIES TX CO-INVEST LLC | $16,284,414 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,902,403,066 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Reserves for losses and loss adjustment expense | $2,850,624,232 |
| Payable for securities | $19,005,536 |
| Advanced premiums | $7,106,616 |
| Amounts withheld/retained by company | $3,419,699 |
| Retroactive reinsurance reserve | $216,000 |
| Advanced rental income | $41,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,880,413,558 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,347,231,120 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,347,231,120 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,093,488 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $39,093,488 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,386,324,608 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,246,295,107 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,246,295,107 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,093,488 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $39,093,488 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,285,388,595 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Europe (including Iceland and Greenland) | Investments | $181,010,777 |
| Central America and the Caribbean | Investments | $49,889,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $230,900,150 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (147 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| DEL MAR COLLEGE FOUNDATION | ||||||||||
| 101 BALDWIN BOULEVARD | CORPUS CHRISTI | TX | 78404 | 742286234 | 501(c)3 | $100,000 | College Safety Grants | |||
| AMARILLO AREA FOUNDATION INC | ||||||||||
| 919 S Polk | Amarillo | TX | 79101 | 750978220 | 501(c)3 | $10,000 | Disaster Relief Funds | |||
| AMERICAN RED CROSS | ||||||||||
| 2218 PERSHING DR | AUSTIN | TX | 78723 | 530196605 | 501(c)3 | $10,000 | Disaster Relief Funds | |||
| ONE STAR FOUNDATION | ||||||||||
| 2200 E MARTIN LUTHER KING JR BLVD | AUSTIN | TX | 78702 | 200166368 | 501(c)3 | $100,000 | Disaster Relief Funds | STE 100 | ||
| TEXSAR INC | ||||||||||
| 13501 RANCH RD 12 STE 103 | WIMBERLEY | TX | 78676 | 841644603 | 501(c)3 | $343,418 | Disaster Relief Funds | |||
| ALLIANCE FOR CHILDREN | ||||||||||
| 3609 MARQUITA DRIVE | FORT WORTH | TX | 76116 | 752363035 | 501(c)3 | $40,000 | Generational Learning | |||
| AMARILLO WESLEY COMMUNITY CENTER | ||||||||||
| 1615 S ROBERTS ST | AMARILLO | TX | 79102 | 510158641 | 501(c)3 | $50,000 | Generational Learning | |||
| ANY BABY CAN OF AUSTIN INC | ||||||||||
| 6207 SHERIDAN AVE | AUSTIN | TX | 78723 | 742684335 | 501(c)3 | $70,000 | Generational Learning | |||
| ARTHUR NAGEL COMMUNITY CLINIC INC | ||||||||||
| PO BOX 519 | BANDERA | TX | 78003 | 770697361 | 501(c)3 | $25,000 | Generational Learning | |||
| BONTON ENTERPRISES | ||||||||||
| 2612 VALENTINE ST | DALLAS | TX | 75215 | 813243887 | 501(c)3 | $75,000 | Generational Learning | |||
| BUCKNER CHILDREN AND FAMILY SERVICES | ||||||||||
| 700 N PEARL STREET | DALLAS | TX | 75201 | 752571395 | 501(c)3 | $100,000 | Generational Learning | STE 1200 | ||
| CANCER CARE SERVICES | ||||||||||
| 623 SOUTH HENDERSON STREET | FORT WORTH | TX | 76104 | 751025511 | 501(c)3 | $75,000 | Generational Learning | |||
| CASA DE ESPERANZA DE LOS NINOS INC | ||||||||||
| PO BOX 301209 | HOUSTON | TX | 77230 | 760105306 | 501(c)3 | $35,000 | Generational Learning | |||
| CASA OF SOUTH TEXAS | ||||||||||
| PO BOX 343 | PLEASANTON | TX | 78064 | 742917551 | 501(c)3 | $25,000 | Generational Learning | |||
| CATCH UP & READ | ||||||||||
| 3001 KNOX STREET | DALLAS | TX | 75205 | 453533496 | 501(c)3 | $100,000 | Generational Learning | STE 405 | ||
| CENTER FOR TRANSFORMING LIVES | ||||||||||
| 512 W 4TH STREET | FORT WORTH | TX | 76102 | 750829389 | 501(c)3 | $35,000 | Generational Learning | |||
| CHILD AND FAMILY GUIDANCE CENTER OF TEXOMA | ||||||||||
| 804 E PECAN GROVE ROAD | SHERMAN | TX | 75090 | 756067812 | 501(c)3 | $100,000 | Generational Learning | |||
| CHILD CARE ASSOCIATES | ||||||||||
| 3000 E BELKNAP | FORT WORTH | TX | 76111 | 840587601 | 501(c)3 | $100,000 | Generational Learning | |||
| CHINESE COMMUNITY CENTER INC | ||||||||||
| 9800 TOWN PARK DR | HOUSTON | TX | 77036 | 760067885 | 501(c)3 | $75,000 | Generational Learning | |||
| COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS | ||||||||||
| 3000 S IH35 | AUSTIN | TX | 78704 | 742369020 | 501(c)3 | $35,000 | Generational Learning | STE 200 | ||
| COMMUNITIES IN SCHOOLS OF THE PERMIAN BASIN | ||||||||||
| PO BOX 10532 | MIDLAND | TX | 79702 | 752821486 | 501(c)3 | $25,000 | Generational Learning | |||
| COMMUNITIES IN SCHOOLS OF THE SOUTH PLAINS | ||||||||||
| 1946 AVENUE Q | LUBBOCK | TX | 79411 | 752819581 | 501(c)3 | $87,500 | Generational Learning | 3RD FLOOR | ||
| CORPUS CHRISTI HOPE HOUSE INC | ||||||||||
| 3226 REID DRIVE | CORPUS CHRISTI | TX | 78404 | 742480299 | 501(c)3 | $50,000 | Generational Learning | |||
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | ||||||||||
| 3000 PEGASUS PARK DR SUITE 930 | DALLAS | TX | 75247 | 752890371 | 501(c)3 | $100,000 | Generational Learning | |||
| EARLY LEARNING CENTERS OF LUBBOCK INC | ||||||||||
| 1639 MAIN ST | LUBBOCK | TX | 79401 | 750940023 | 501(c)3 | $99,880 | Generational Learning | |||
| EASTERSEALS NORTH TEXAS | ||||||||||
| 1424 HEMPHILL STREET | FORT WORTH | TX | 76104 | 750827419 | 501(c)3 | $75,000 | Generational Learning | |||
| EL PASO COMMUNITY FOUNDATION | ||||||||||
| 333 N OREGON ST | EL PASO | TX | 79901 | 741839536 | 501(c)3 | $100,000 | Generational Learning | 2ND FLOOR | ||
| FAMILY PATHFINDERS OF TARRANT COUNTY INC | ||||||||||
| 6550 CAMP BOWIE BLVD | FORT WORTH | TX | 76116 | 731643384 | 501(c)3 | $75,000 | Generational Learning | STE 111 | ||
| FARMSHARE AUSTIN | ||||||||||
| 3608 RIVER ROAD | CEDAR CREEK | TX | 78612 | 461200713 | 501(c)3 | $49,706 | Generational Learning | |||
| FIRST3YEARS | ||||||||||
| 15851 DALLAS PARKWAY | ADDISON | TX | 75001 | 752067421 | 501(c)3 | $25,000 | Generational Learning | 106 | ||
| FOUNDATION COMMUNITIES | ||||||||||
| 3000 SOUTH IH 35 | AUSTIN | TX | 78704 | 742563260 | 501(c)3 | $250,000 | Generational Learning | STE 300 | ||
| HOUSTON AREA WOMENS CENTER | ||||||||||
| 3077 EL CAMINO ST | HOUSTON | TX | 77054 | 742029166 | 501(c)3 | $50,000 | Generational Learning | |||
| HYPE FREEDOM SCHOOL INC | ||||||||||
| 1801 BRIGHTON BROOK LANE | PEARLAND | TX | 77581 | 465133254 | 501(c)3 | $100,000 | Generational Learning | |||
| JEREMIAH PROGRAM | ||||||||||
| 1200 PAUL TERESA SALDANA STREET | AUSTIN | TX | 78702 | 411801834 | 501(c)3 | $100,000 | Generational Learning | |||
| JEWISH FAMILY SERVICE OF DALLAS INC | ||||||||||
| 5402 ARAPAHO RD | DALLAS | TX | 75248 | 751992728 | 501(c)3 | $100,000 | Generational Learning | |||
| JUBILEE PARK & COMMUNITY CENTER CORPORATION | ||||||||||
| PO BOX 140679 | DALLAS | TX | 75214 | 752726296 | 501(c)3 | $30,000 | Generational Learning | |||
| LIFTFUND INC | ||||||||||
| 2014 S HACKBERRY | SAN ANTONIO | TX | 78210 | 742712770 | 501(c)3 | $75,000 | Generational Learning | |||
| LONE STAR CIRCLE OF CARE | ||||||||||
| 205 EAST UNIVERSITY AVENUE | GEORGETOWN | TX | 78626 | 743001674 | 501(c)3 | $25,000 | Generational Learning | STE 200 | ||
| LUBBOCK AREA UNITED WAY INC | ||||||||||
| 1655 MAIN ST | LUBBOCK | TX | 79401 | 750961812 | 501(c)3 | $100,000 | Generational Learning | STE 101 | ||
| LVTRISE | ||||||||||
| 8201 CALMONT AVE | FORT WORTH | TX | 76116 | 832573725 | 501(c)3 | $50,000 | Generational Learning | |||
| MISSION OF MERCY INC | ||||||||||
| 2421 AYERS ST | CORPUS CHRISTI | TX | 78404 | 860704883 | 501(c)3 | $100,000 | Generational Learning | |||
| MOSAIC FAMILY SERVICES | ||||||||||
| 12225 GREENVILLE AVENUE | DALLAS | TX | 75243 | 752484565 | 501(c)3 | $50,000 | Generational Learning | STE 800 | ||
| NEHEMIAH CENTER INC | ||||||||||
| 5015 FANNIN STREET | HOUSTON | TX | 77004 | 760437157 | 501(c)3 | $35,000 | Generational Learning | |||
| NORTH TEXAS PUBLIC BROADCASTING | ||||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | 752084961 | 501(c)3 | $40,000 | Generational Learning | |||
| PHILANTHROPY ADVOCATES CO DAVID PATTERSON | ||||||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | 750964565 | 501(c)3 | $100,000 | Generational Learning | |||
| RANCH HANDS RESCUE | ||||||||||
| PO BOX 1047 | ARGYLE | TX | 76226 | 264610450 | 501(c)3 | $50,000 | Generational Learning | |||
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL TEXAS INC | ||||||||||
| 1315 BARBARA JORDAN BOULEVARD | AUSTIN | TX | 78723 | 742277664 | 501(c)3 | $100,000 | Generational Learning | |||
| ROSA ES ROJO INC | ||||||||||
| PO BOX 250435 | PLANO | TX | 75025 | 813557997 | 501(c)3 | $42,000 | Generational Learning | |||
| SAMARITAN INN INC | ||||||||||
| 1725 N MCDONALD ST | MCKINNEY | TX | 75071 | 751984285 | 501(c)3 | $60,000 | Generational Learning | |||
| SAN ANTONIO DEVELOPMENT FORE YOUTH INC | ||||||||||
| 915 E MULBERRY STREET | SAN ANTONIO | TX | 78212 | 741364915 | 501(c)3 | $50,000 | Generational Learning | |||
| SAN ANTONIO METROPOLITAN MINISTRY INC | ||||||||||
| 1919 NW LOOP 410 | SAN ANTONIO | TX | 78213 | 742285793 | 501(c)3 | $75,000 | Generational Learning | STE 100 | ||
| SANTA MARIA HOSTEL INC | ||||||||||
| 2605 PARKER ROAD | HOUSTON | TX | 77093 | 741669131 | 501(c)3 | $100,000 | Generational Learning | |||
| SETTLEMENT CLUB | ||||||||||
| 1600 PAYTON GIN ROAD | AUSTIN | TX | 78758 | 741200133 | 501(c)3 | $100,000 | Generational Learning | |||
| STUDENTS OF SERVICE INC | ||||||||||
| PO BOX 780674 | SAN ANTONIO | TX | 78278 | 472212526 | 501(c)3 | $35,000 | Generational Learning | |||
| Texas 2036 | ||||||||||
| ATTN HEATHER ZRUBEK | Dallas | TX | 75219 | 813063099 | 501(c)3 | $700,000 | Generational Learning | 3889 MAPLE AVE STE 210 | ||
| THE ANDREW S RODDICK FOUNDATION INC | ||||||||||
| 8509 FM 969 | AUSTIN | TX | 78724 | 200014500 | 501(c)3 | $50,000 | Generational Learning | BLDG 509 | ||
| THE BRIDGE OVER TROUBLED WATERS INC | ||||||||||
| PO BOX 3488 | PASADENA | TX | 77501 | 741989590 | 501(c)3 | $100,000 | Generational Learning | |||
| THE MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS | ||||||||||
| PO BOX 140836 | DALLAS | TX | 75214 | 463992618 | 501(c)3 | $100,000 | Generational Learning | |||
| THE WOMENS HOME | ||||||||||
| 607 WESTHEIMER ROAD | HOUSTON | TX | 77006 | 741467811 | 501(c)3 | $50,000 | Generational Learning | |||
| TODOS JUNTOS LEARNING CENTER | ||||||||||
| PO BOX 41213 | AUSTIN | TX | 78704 | 463028927 | 501(c)3 | $75,000 | Generational Learning | |||
| TORCH FOUNDATION | ||||||||||
| 3309 FOREST CREEK DR UNIT 305 | ROUND ROCK | TX | 78664 | 208911377 | 501(c)3 | $142,000 | Generational Learning | |||
| TURTLE WING FOUNDATION | ||||||||||
| PO BOX 631 | SCHULENBURG | TX | 78956 | 453822942 | 501(c)3 | $25,000 | Generational Learning | |||
| UNITED WAY FOR GREATER AUSTIN | ||||||||||
| 5930 Middle Fiskville Rd 5th Floor | AUSTIN | TX | 78752 | 741193439 | 501(c)3 | $235,000 | Generational Learning | |||
| UNITED WAY OF GREATER HOUSTON | ||||||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | 741167964 | 501(c)3 | $100,000 | Generational Learning | |||
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY | ||||||||||
| 700 S ALAMO | SAN ANTONIO | TX | 78205 | 741272381 | 501(c)3 | $100,000 | Generational Learning | |||
| UNITED WAY OF SMITH COUNTY | ||||||||||
| PO BOX 10029 | TYLER | TX | 75711 | 750957331 | 501(c)3 | $50,000 | Generational Learning | |||
| UNITED WAY OF THE BRAZOS VALLEY INC | ||||||||||
| 1716 BRIARCREST DRIVE | BRYAN | TX | 77802 | 742050241 | 501(c)3 | $35,000 | Generational Learning | STE 155 | ||
| UNITED WAY OF THE CROSSROADS | ||||||||||
| PO BOX 4031 | VICTORIA | TX | 77903 | 746024990 | 501(c)3 | $100,000 | Generational Learning | |||
| VOGEL ALCOVE | ||||||||||
| 1738 GANO STREET | DALLAS | TX | 75215 | 752133827 | 501(c)3 | $35,000 | Generational Learning | |||
| WOMEN IN NEED OF GENEROUS SUPPORT | ||||||||||
| 4201 SPRING VALLEY | DALLAS | TX | 75244 | 750800699 | 501(c)3 | $50,000 | Generational Learning | STE 1400 | ||
| WONDERS & WORRIES INC | ||||||||||
| 9101 BURNET ROAD | AUSTIN | TX | 78758 | 743012982 | 501(c)3 | $60,000 | Generational Learning | STE 205 | ||
| AMERICAN GI FORUM NATIONAL VETERANS | ||||||||||
| 611 N FLORES ST | SAN ANTONIO | TX | 78205 | 742033203 | 501(c)3 | $65,000 | Workforce Development & Safety Training | STE 200 | ||
| AMERICAN YOUTHWORKS INC | ||||||||||
| 1901 E BEN WHITE BLVD | AUSTIN | TX | 78741 | 742197942 | 501(c)3 | $75,000 | Workforce Development & Safety Training | |||
| Aspen Institute | ||||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | 840399006 | 501(c)3 | $202,667 | Workforce Development & Safety Training | |||
| AUSTIN VOICES FOR EDUCATION AND YOUTH | ||||||||||
| 5221 LEDESMA RD | AUSTIN | TX | 78721 | 743017284 | 501(c)3 | $90,000 | Workforce Development & Safety Training | |||
| BEST BUDDIES | ||||||||||
| 2407 S CONGRESS AVE SUITE E438 | AUSTIN | TX | 78704 | 521614576 | 501(c)3 | $25,000 | Workforce Development & Safety Training | |||
| BOYS & GIRLS CLUBS OF GREATER HOUSTON | ||||||||||
| P O BOX 676465 | DALLAS | TX | 75267 | 760270942 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| CAFE MOMENTUM | ||||||||||
| 1510 PACIFIC AVENUE | DALLAS | TX | 75201 | 320384561 | 501(c)3 | $75,000 | Workforce Development & Safety Training | |||
| CAPITAL INVESTING IN DEVELOPMENT AND EMPLOYMENT OF ADULTS | ||||||||||
| PO BOX 1784 | AUSTIN | TX | 78767 | 742893041 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| CITIZENS FOR EDUCATIONAL EXCELLENCE | ||||||||||
| PO BOX 261125 | CORPUS CHRISTI | TX | 78426 | 753137924 | 501(c)3 | $80,000 | Workforce Development & Safety Training | |||
| CODE2COLLEGE INC | ||||||||||
| 19112 LEIGH LANE | PFLUGERVILLE | TX | 78660 | 812361556 | 501(c)3 | $90,000 | Workforce Development & Safety Training | |||
| COMMUNITIES FOUNDATION OF TEXAS | ||||||||||
| 5500 CARUTH HAVEN LN | LN DALLAS | TX | 75225 | 750964565 | 501(c)3 | $500,000 | Workforce Development & Safety Training | |||
| COVENANT HEALTH SYSTEM FOUNDATION | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752897026 | 501(c)3 | $75,000 | Workforce Development & Safety Training | |||
| CRISTO REY FORT WORTH CATHOLIC HIGH SCHOOL INC | ||||||||||
| 2633 ALTAMESA BLVD | FORT WORTH | TX | 76113 | 474720831 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| EDUCATIONAL PROGRAMS INSPIRING COMMUNITIES INC | ||||||||||
| 707 LEHMAN ST | HOUSTON | TX | 77018 | 731644107 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| EL PASOANS FIGHTING HUNGER | ||||||||||
| 9541 PLAZA CIR | EL PASO | TX | 79927 | 452893839 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| FAMILY SERVICE ASSOCIATION OF SAN ANTONIO | ||||||||||
| 702 SAN PEDRO AVENUE | SAN ANTONIO | TX | 78212 | 741117341 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| GATEWAY COMMUNITY PARTNERS INC | ||||||||||
| 417 SE LOOP 456 | JACKSONVILLE | TX | 75766 | 751644622 | 501(c)3 | $25,000 | Workforce Development & Safety Training | |||
| GIRLSTART | ||||||||||
| 1400 WEST ANDERSON | AUSTIN | TX | 78757 | 311595414 | 501(c)3 | $45,000 | Workforce Development & Safety Training | |||
| GOODWILL INDUSTRIES CENTRAL TEXAS | ||||||||||
| 1015 NORWOOD PARK BLVD | AUSTIN | TX | 78753 | 741322808 | 501(c)3 | $75,000 | Workforce Development & Safety Training | |||
| GOODWILL INDUSTRIES OF EAST TEXAS INC | ||||||||||
| 409 W LOCUST STREET | TYLER | TX | 75702 | 751478918 | 501(c)3 | $60,000 | Workforce Development & Safety Training | |||
| GOODWILL INDUSTRIES OF FORT WORTH INC | ||||||||||
| 4200 AIRPORT FREEWAY | FORT WORTH | TX | 76117 | 750868393 | 501(c)3 | $70,000 | Workforce Development & Safety Training | |||
| GOODWILL INDUSTRIES OF LUBBOCK INC | ||||||||||
| 715 28TH STREET | LUBBOCK | TX | 79404 | 751245440 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| HELPING RESTORE ABILITY | ||||||||||
| 4300 BELTWAY PLACE 130 | ARLINGTON | TX | 76018 | 751562334 | 501(c)3 | $25,000 | Workforce Development & Safety Training | |||
| HOUSTON COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 3100 MAIN STREET | HOUSTON | TX | 77002 | 741885205 | 501(c)3 | $90,000 | Workforce Development & Safety Training | STE 12B12 MC 1148 | ||
| INSPIRING TOMORROWS LEADERS | ||||||||||
| ATTN HAZEL DAVIS | DALLAS | TX | 75227 | 900672495 | 501(c)3 | $25,000 | Workforce Development & Safety Training | 7108 RADCLIFF | ||
| JOURNEY TO DREAM FOUNDATION | ||||||||||
| 1960 ARCHER AVENUE | LEWISVILLE | TX | 75077 | 201209865 | 501(c)3 | $45,000 | Workforce Development & Safety Training | |||
| LIFT DBA ASPIRE | ||||||||||
| PO BOX 570159 | DALLAS | TX | 75357 | 751095223 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| LONE STAR JUSTICE ALLIANCE | ||||||||||
| 3809 S FIRST ST | AUSTIN | TX | 78704 | 822345921 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| LUBBOCK CHAMBER OF COMMERCE FOUNDATION | ||||||||||
| 1500 BROADWAY | LUBBOCK | TX | 79401 | 752081274 | 501(c)3 | $70,000 | Workforce Development & Safety Training | STE 101 | ||
| MEMORIAL ASSISTANCE MINISTRIES | ||||||||||
| 1625 BLALOCK ROAD | HOUSTON | TX | 77080 | 760044172 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| MISSION ROAD DEVELOPMENTAL CENTER | ||||||||||
| 8706 MISSION RD | SAN ANTONIO | TX | 78214 | 746024405 | 501(c)3 | $30,000 | Workforce Development & Safety Training | |||
| MY CONNECT COMMUNITY | ||||||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | 811424233 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| NEXTOP INC | ||||||||||
| PO BOX 266 | HOUSTON | TX | 77001 | 471429344 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| NPOWER INC | ||||||||||
| 1402 CORINTH ST STE 137 | DALLAS | TX | 75215 | 134145441 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| PASO DEL NORTE COMMUNITY FOUNDATION | ||||||||||
| 221 N KANSAS STE 1900 | EL PASO TEXAS | TX | 79901 | 461997449 | 501(c)3 | $65,000 | Workforce Development & Safety Training | |||
| PTSD FOUNDATION OF AMERICA | ||||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | 203864341 | 501(c)3 | $65,000 | Workforce Development & Safety Training | |||
| RESTORE EDUCATION | ||||||||||
| 4205 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | 262966263 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| SA YOUTH | ||||||||||
| PO BOX 7844 | SAN ANTONIO | TX | 78207 | 742333088 | 501(c)3 | $75,000 | Workforce Development & Safety Training | |||
| SCHOLARSHOT INC | ||||||||||
| 2904 SWISS AVENUE | DALLAS | TX | 75081 | 270232250 | 501(c)3 | $25,000 | Workforce Development & Safety Training | |||
| SERJOBS FOR PROGRESS OF THE TEXAS GULF COAST INC | ||||||||||
| 1710 TELEPHONE RD | HOUSTON | TX | 77023 | 741590387 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| SKILLPOINT ALLIANCE | ||||||||||
| 8868 RESEARCH BLVD | AUSTIN | TX | 78758 | 742704188 | 501(c)3 | $75,000 | Workforce Development & Safety Training | STE 505 | ||
| SMITHVILLE WORKFORCE TRAINING CENTER | ||||||||||
| 404 FAWCETT ST | SMITHVILLE | TX | 78957 | 813849953 | 501(c)3 | $40,000 | Workforce Development & Safety Training | |||
| SOUTH TEXAS COLLEGE | ||||||||||
| ATTN BUSINESS OFFICE | MCALLEN | TX | 78502 | 742683499 | 501(c)3 | $90,000 | Workforce Development & Safety Training | PO BOX 9500 | ||
| TARRANT COUNTY ASSOCIATION FOR THE BLIND | ||||||||||
| 912 W BROADWAY AVE | FORT WORTH | TX | 76104 | 751228722 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| TEXAS A&M CORPUS CHRISTI FOUNDATION | ||||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | 742491445 | 501(c)3 | $50,000 | Workforce Development & Safety Training | |||
| TEXAS RESTAURANT ASSOCIATION EDUCATION FOUNDATION | ||||||||||
| 512 EAST RIVERSIDE DIRVE | AUSTIN | TX | 78704 | 742732907 | 501(c)3 | $30,000 | Workforce Development & Safety Training | STE 250 | ||
| THE ACADEMY OF PRODUCER INSURANCE STUDIES INC | ||||||||||
| 3630 N HILLS DRIVE | AUSTIN | TX | 78731 | 742255697 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| THE GEORGETOWN PROJECT | ||||||||||
| PO BOX 957 | GEORGETOWN | TX | 78627 | 742807713 | 501(c)3 | $30,000 | Workforce Development & Safety Training | |||
| THE OTHER ONES FOUNDATION | ||||||||||
| ATTN SVP AUSTIN | AUSTIN | TX | 78741 | 821690537 | 501(c)3 | $100,000 | Workforce Development & Safety Training | 780 SOUTH HIGHWAY 183 | ||
| THE TSTC FOUNDATION | ||||||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76705 | 752892470 | 501(c)3 | $75,000 | Workforce Development & Safety Training | |||
| THE WOMENS CENTER OF TARRANT COUNTY | ||||||||||
| 1723 HEMPHILL | WORTH | TX | 76110 | 751501868 | 501(c)3 | $25,000 | Workforce Development & Safety Training | |||
| UNITED WAY OF METROPOLITAN DALLAS | ||||||||||
| 1800 N LAMAR STREET | DALLAS | TX | 75202 | 756005352 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT | ||||||||||
| 417 SO OHIO AVE | MERCEDES | TX | 78570 | 742768931 | 501(c)3 | $100,000 | Workforce Development & Safety Training | |||
| WAYSIDE SCHOOLS | ||||||||||
| ATTN FINANCE ADMINNISTRATION | AUSTIN | TX | 78745 | 742869144 | 501(c)3 | $85,000 | Workforce Development & Safety Training | 6215 MENCHACA RD | ||
| WILKINSON CENTER | ||||||||||
| 8344 E RL THORNTON FREEWAY | DALLAS | TX | 75228 | 752712117 | 501(c)3 | $85,000 | Workforce Development & Safety Training | STE 235 | ||
| WORKSOURCE GREATER AUSTIN AREA WORKFORCE BOARD | ||||||||||
| 9001 N IH 35 | AUSTIN | TX | 78753 | 742327454 | 501(c)3 | $85,000 | Workforce Development & Safety Training | 110 | ||
| AMARILLO JUNIOR COLLEGE DISTRICT | ||||||||||
| P O BOX 447 | AMARILLO | TX | 79178 | 756000031 | $100,000 | College Safety Grants | ||||
| ANGELINA COUNTY JUNIOR COLLEGE | ||||||||||
| VICE PRESIDENT OF BUSINESS | LUFKIN | TX | 75904 | 751244347 | $100,000 | College Safety Grants | 3500 SOUTH FIRST ST | |||
| COLLEGE OF THE MAINLAND | ||||||||||
| 1200 AMBURN ROAD | TEXAS CITY | TX | 77591 | 741555808 | $100,000 | College Safety Grants | ||||
| EL PASO COMMUNITY COLLEGE DIST | ||||||||||
| PO BOX 20500 | EL PASO | TX | 79998 | 741690850 | $100,000 | College Safety Grants | ||||
| KILGORE COLLEGE | ||||||||||
| ATTN FINANCIAL AID AND SCHOLARSHIP | LONGVIEW | TX | 75662 | 756001909 | $100,000 | College Safety Grants | 1100 BROADWAY | |||
| LAMAR INSTITUTE OF TECHNOLOGY | ||||||||||
| 855 E LAVACA | BEAUMONT | TX | 77705 | 760694136 | $200,000 | College Safety Grants | CECIL BEESON BLDG ROOM 249 | |||
| MIDLAND COLLEGE DISTRICT | ||||||||||
| 3600 N GARFIELD STREET | MIDLAND | TX | 79705 | 751403958 | $100,000 | College Safety Grants | ||||
| ODESSA COLLEGE | ||||||||||
| 201 W UNIVERSITY | ODESSA | TX | 79764 | 756002907 | $100,000 | College Safety Grants | ||||
| TEXARKANA COLLEGE | ||||||||||
| ATTN PRESIDENT | TEXARKANA | TX | 75501 | 756004413 | $100,000 | College Safety Grants | 2500 N ROBISON RD | |||
| INDEPENDENT INSURANCE AGENTS OF THE PANHANDLE | ||||||||||
| PO BOX 945 | AMARILLO | TX | 79105 | 756035761 | $20,000 | Disaster Relief Funds | ||||
| AVANCE NORTH TEXAS | ||||||||||
| 2060 SINGLETON BLVD | DALLAS | TX | 75212 | 752699260 | $100,000 | Generational Learning | 103 | |||
| AVANCEAUSTIN | ||||||||||
| PO BOX 19105 | AUSTIN | TX | 78760 | 911916705 | $100,000 | Generational Learning | ||||
| CMC FOUNDATION OF CENTRAL TEXAS | ||||||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | 200468031 | $100,000 | Generational Learning | ||||
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||||
| 700 FANNIN STREET | HOUSTON | TX | 77030 | 741761309 | $150,000 | Generational Learning | ||||
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT TYLER | ||||||||||
| 11937 US HIGHWAY 271 | TYLER | TX | 75708 | 756001354 | $150,000 | Generational Learning | ||||
| DEL VALLE INDEPENDENT SCHOOL DISTRICT | ||||||||||
| 5301 ROSS RD | DEL VALLE | TX | 78617 | 741472531 | $100,000 | Workforce Development & Safety Training | ||||
| STATE FIREMENS AND FIRE MARSHALS ASSOCIATION OF TEXAS | ||||||||||
| PO BOX 1709 | MANCHACA | TX | 78652 | 741707516 | $300,000 | Workforce Development & Safety Training | ||||
| TRIO EDUCATION LLC | ||||||||||
| 11413 TODD STREET | HOUSTON | TX | 77055 | 843902797 | $90,000 | Workforce Development & Safety Training | ||||
| AMERICAN HEART ASSOCIATION INC | ||||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501(c)3 | $28,727 | Three vehicles donated | |||
| UNITED WAY FOR GREATER AUSTIN | ||||||||||
| 5930 Middle Fiskville Road | Austin | TX | 78752 | 741193439 | 501(c)3 | 5th floor Room 505-4 | $44,675 | Four vehicles donated | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 129 | Total501c3OrgCnt |
| Total Other Org | 18 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (35 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships for students attending ABILENE CHRISTIAN UNIVERSITY | 1 | $6,600 |
| Scholarships for students attending BLINN COLLEGE | 2 | $13,200 |
| Scholarships for students attending CLARK ATLANTA UNIVERSITY | 1 | $6,600 |
| Scholarships for students attending COLLEGE OF SOUTHERN NEVADA | 1 | $13,200 |
| Scholarships for students attending HUSTON-TILLOTSON UNIVERSITY | 1 | $6,600 |
| Scholarships for students attending KILGORE COLLEGE | 1 | $6,600 |
| Scholarships for students attending LAMAR STATE COLLEGE | 1 | $9,900 |
| Scholarships for students attending LAMAR UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending LONE STAR COLLEGE | 1 | $19,800 |
| Scholarships for students attending MIDWESTERN STATE UNIVERSITY | 2 | $19,800 |
| Scholarships for students attending OKLAHOMA STATE UNIVERSITY | 1 | $6,600 |
| Scholarships for students attending PIMA MEDICAL INSTITUTE | 1 | $6,600 |
| Scholarships for students attending SALEM STATE UNIVERSITY | 2 | $13,200 |
| Scholarships for students attending SAM HOUSTON STATE UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending SOUTH EDUCATION OF TEXAS - MEMBER LLC | 1 | $6,600 |
| Scholarships for students attending SOUTH PLAINS COLLEGE | 1 | $6,600 |
| Scholarships for students attending SOUTHWEST TEXAS JUNIOR COLLEGE | 1 | $9,900 |
| Scholarships for students attending TARLETON STATE UNIVERSITY | 4 | $48,846 |
| Scholarships for students attending TEXAS A&M INTERNATIONAL UNIVERSITY | 1 | $6,600 |
| Scholarships for students attending TEXAS A&M UNIVERSITY | 3 | $32,320 |
| Scholarships for students attending TEXAS A&M UNIVERSITY SAN ANTONIO | 1 | $6,600 |
| Scholarships for students attending TEXAS STATE UNIVERSITY SAN MARCOS | 5 | $59,400 |
| Scholarships for students attending TEXAS TECH UNIVERSITY | 1 | $6,600 |
| Scholarships for students attending TEXAS WOMENS UNIVERSITY | 1 | $9,900 |
| Scholarships for students attending THE UNIVERSITY OF TEXAS AT ARLINGTON | 1 | $6,600 |
| Scholarships for students attending THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY | 1 | $8,601 |
| Scholarships for students attending TYLER JUNIOR COLLEGE | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF HOUSTON | 1 | $6,600 |
| Scholarships for students attending UNIVERSITY OF NORTH TEXAS | 2 | $26,400 |
| Scholarships for students attending UNIVERSITY OF SOUTH FLORIDA | 1 | $6,600 |
| Scholarships for students attending UNIVERSITY OF ST THOMAS | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF TEXAS AT EL PASO | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF THE INCARNATE WORD | 1 | $6,600 |
| Scholarships for students attending UNIVERSITY OF UTAH | 1 | $6,600 |
| Scholarships for students attending WEST TEXAS A&M UNIVERSTY | 1 | $11,390 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | Grantees are required to submit a 6 and 12 month report outlining their progress towards goals articulated in their application. TXM staff reviews all reports and creates an action plan for any partners not meeting expectations. Any grantee who does not submit proper reporting is not eligible for future grants. |
| Schedule I, Part III | Students qualify for the scholarship if they are a dependent of an individual that has had a death or lifetime benefits claim with Texas Mutual. The number of applicants is driven by the number of those types of workers compensation claims with dependents and is not preset. |
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 |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (37 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brenda Ward | ||||||||||||||
| President & CEO | $660,806 | $0 | $312,349 | $0 | $70,933 | $0 | $131,625 | $0 | $9,372 | $0 | $1,185,085 | $0 | $56,354 | $0 |
| Richard Gergasko | ||||||||||||||
| President & CEO | $197,540 | $50,000 | $0 | $0 | $840,154 | $0 | $21,410 | $0 | $4,862 | $0 | $1,063,966 | $50,000 | $0 | $0 |
| Leonard Johnson | ||||||||||||||
| SVP Investments | $491,302 | $0 | $202,566 | $0 | $100,673 | $0 | $39,792 | $0 | $12,699 | $0 | $847,032 | $0 | $0 | $0 |
| Michael Hernandez | ||||||||||||||
| Chief Data Officer | $390,863 | $0 | $169,645 | $0 | $207,015 | $0 | $82,555 | $0 | $21,998 | $0 | $872,076 | $0 | $147,631 | $0 |
| Willard Potter | ||||||||||||||
| SVP & CFO | $474,614 | $0 | $183,539 | $0 | $24,623 | $0 | $84,358 | $0 | $28,698 | $0 | $795,832 | $0 | $13,044 | $0 |
| Paul Schlaud | ||||||||||||||
| SVP Enterprise Affairs & General Counsel | $435,493 | $0 | $174,830 | $0 | $10,702 | $0 | $71,788 | $0 | $29,024 | $0 | $721,837 | $0 | $0 | $0 |
| Jeannette Sprague | ||||||||||||||
| SVP & Chief Information Officer | $377,326 | $0 | $117,405 | $0 | $83,207 | $0 | $39,792 | $0 | $27,859 | $0 | $645,589 | $0 | $0 | $0 |
| Jo Betsy Norton | ||||||||||||||
| SVP Public Affairs | $336,151 | $0 | $141,562 | $0 | $72,193 | $0 | $39,792 | $0 | $12,422 | $0 | $602,120 | $0 | $0 | $0 |
| Kim Haugaard | ||||||||||||||
| SVP Policyholder Services | $345,361 | $0 | $146,271 | $0 | $50,902 | $0 | $95,399 | $0 | $12,422 | $0 | $650,355 | $0 | $36,430 | $0 |
| Jeffrey Lentz | ||||||||||||||
| SVP Underwriting | $330,341 | $0 | $140,773 | $0 | $53,391 | $0 | $92,705 | $0 | $30,909 | $0 | $648,119 | $0 | $42,213 | $0 |
| Lawrence Martin | ||||||||||||||
| SVP Human Resources | $339,914 | $0 | $141,398 | $0 | $42,870 | $0 | $91,105 | $0 | $10,372 | $0 | $625,659 | $0 | $31,349 | $0 |
| Elise Teeter | ||||||||||||||
| SVP & General Auditor | $284,605 | $0 | $122,741 | $0 | $39,458 | $0 | $70,859 | $0 | $17,196 | $0 | $534,859 | $0 | $28,731 | $0 |
| David John | ||||||||||||||
| VP IT Infrastructure | $284,856 | $0 | $92,119 | $0 | $48,418 | $0 | $82,610 | $0 | $27,672 | $0 | $535,675 | $0 | $37,638 | $0 |
| Nathan Scott | ||||||||||||||
| VP Investments | $294,458 | $0 | $91,811 | $0 | $33,567 | $0 | $67,721 | $0 | $30,074 | $0 | $517,631 | $0 | $21,094 | $0 |
| Phoebe Murphy | ||||||||||||||
| VP & Chief Actuary, Enterprise Analytics | $278,783 | $0 | $89,603 | $0 | $44,721 | $0 | $74,483 | $0 | $13,972 | $0 | $501,562 | $0 | $33,901 | $0 |
| David Morton | ||||||||||||||
| VP Underwriting Operations | $273,171 | $0 | $35,219 | $0 | $94,054 | $0 | $38,297 | $0 | $30,074 | $0 | $470,815 | $0 | $0 | $0 |
| Lisa Evans | ||||||||||||||
| VP Distribution & Customer Engagement | $288,831 | $0 | $89,720 | $0 | $21,509 | $0 | $67,692 | $0 | $600 | $0 | $468,352 | $0 | $10,454 | $0 |
| Shannon Pounds | ||||||||||||||
| VP & Associate General Counsel | $280,300 | $0 | $84,605 | $0 | $31,267 | $0 | $65,565 | $0 | $17,196 | $0 | $478,933 | $0 | $21,193 | $0 |
| Erica Sanchez | ||||||||||||||
| VP & Controller | $264,766 | $0 | $82,914 | $0 | $47,324 | $0 | $71,620 | $0 | $19,196 | $0 | $485,820 | $0 | $36,684 | $0 |
| Beverly Harris | ||||||||||||||
| VP Corporate Strategy & Product | $269,759 | $0 | $80,464 | $0 | $39,267 | $0 | $64,469 | $0 | $18,948 | $0 | $472,907 | $0 | $28,355 | $0 |
| Peppia Sherrouse | ||||||||||||||
| VP Claim Operations | $264,412 | $0 | $82,821 | $0 | $38,564 | $0 | $71,925 | $0 | $18,204 | $0 | $475,926 | $0 | $11,528 | $0 |
| Richard Dabney | ||||||||||||||
| VP Corporate Underwriting | $273,171 | $0 | $74,758 | $0 | $36,191 | $0 | $69,563 | $0 | $30,074 | $0 | $483,757 | $0 | $13,281 | $0 |
| Billy Jackson | ||||||||||||||
| VP Regional Operations | $253,474 | $0 | $76,934 | $0 | $49,886 | $0 | $39,792 | $0 | $20,448 | $0 | $440,534 | $0 | $0 | $0 |
| Edward Coates | ||||||||||||||
| VP HR Employee Services | $267,747 | $0 | $75,260 | $0 | $36,045 | $0 | $76,031 | $0 | $30,074 | $0 | $485,157 | $0 | $23,955 | $0 |
| James Ziolkowski | ||||||||||||||
| VP Regional Operations | $254,384 | $0 | $73,864 | $0 | $47,122 | $0 | $39,792 | $0 | $21,998 | $0 | $437,160 | $0 | $0 | $0 |
| Greta Gonzales | ||||||||||||||
| VP & Chief Risk Officer | $263,802 | $0 | $77,801 | $0 | $31,998 | $0 | $63,711 | $0 | $18,996 | $0 | $456,308 | $0 | $20,220 | $0 |
| Roger Humecky | ||||||||||||||
| VP Data Analytics & Business Intelligence | $271,117 | $0 | $83,911 | $0 | $13,494 | $0 | $60,014 | $0 | $20,246 | $0 | $448,782 | $0 | $0 | $0 |
| Amy Green-Hinojosa | ||||||||||||||
| VP Project Management Office | $244,730 | $0 | $77,160 | $0 | $40,235 | $0 | $75,224 | $0 | $27,024 | $0 | $464,373 | $0 | $29,866 | $0 |
| Toni Toliver | ||||||||||||||
| VP Business Law | $259,656 | $0 | $70,815 | $0 | $30,202 | $0 | $61,661 | $0 | $19,260 | $0 | $441,594 | $0 | $19,241 | $0 |
| Anthony Seraphim | ||||||||||||||
| VP Data Governance | $269,189 | $0 | $79,723 | $0 | $10,654 | $0 | $58,008 | $0 | $29,424 | $0 | $446,998 | $0 | $0 | $0 |
| Jeremiah Bentley | ||||||||||||||
| VP Marketing & Community Affairs | $239,319 | $0 | $76,967 | $0 | $41,496 | $0 | $74,861 | $0 | $30,074 | $0 | $462,717 | $0 | $32,112 | $0 |
| Adrian Vanzulli | ||||||||||||||
| VP Engineering | $265,304 | $0 | $80,078 | $0 | $10,352 | $0 | $58,658 | $0 | $30,074 | $0 | $444,466 | $0 | $0 | $0 |
| Nicholas Tsourmas | ||||||||||||||
| Medical Director | $269,610 | $0 | $65,886 | $0 | $19,516 | $0 | $39,792 | $0 | $18,948 | $0 | $413,752 | $0 | $0 | $0 |
| John Sapp | ||||||||||||||
| VP Information Security | $257,981 | $0 | $79,667 | $0 | $11,788 | $0 | $38,237 | $0 | $20,669 | $0 | $408,342 | $0 | $0 | $0 |
| Eric Bourquin | ||||||||||||||
| VP Safety Services | $236,410 | $0 | $76,233 | $0 | $32,685 | $0 | $62,527 | $0 | $32,431 | $0 | $440,286 | $0 | $22,337 | $0 |
| Jackie Kenyon | ||||||||||||||
| VP Special Litigation | $232,817 | $0 | $69,320 | $0 | $39,607 | $0 | $63,969 | $0 | $17,460 | $0 | $423,173 | $0 | $28,208 | $0 |
| Rhonda Barker | ||||||||||||||
| VP Premium Audit | $226,227 | $0 | $70,446 | $0 | $17,033 | $0 | $57,251 | $0 | $9,372 | $0 | $380,329 | $0 | $6,229 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Social Club Memberships were paid for Brenda Ward, Jo Norton, Jeffrey Lentz, and James Ziolkowski. The memberships are used for marketing and lobbying purposes. |
| Schedule J, Part I, Line 4 | a) Richard Gergasko $836,009; b) Brenda Ward $56,354; Leonard Johnson $83,754; Michael Hernandez $193,047; Willard Potter $13,044; Jeannette Sprague $60,185; Jo Betsy Norton $58,077; Kim Haugaard $36,430; Jeffrey Lentz $42,213; Lawrence Martin $31,349; Elise Teeter $28,731; David John $37,638; Nathan Scott $21,094; Phoebe Murphy $33,901; Lisa Evans $10,454; Shannon Pounds $21,193; Erica Sanchez $36,684; Beverly Harris $28,355; Peppia Sherrouse $11,528; Richard Dabney $13,281; Billy Jackson $33,851; Edward Coates $23,955; James Ziolkowski $26,835; Greta Gonzales $20,220; Amy Green-Hinojosa $29,866; Toni Toliver $19,241; Jeremiah Bentley $32,112; Eric Bourquin $22,337; Jackie Kenyon $28,208; Rhonda Barker $6,229 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 7a | The company was established by Texas statute. The company has a nine-member Board of Directors consisting of Texas business employers. Five members, including the chair, are appointed by the Governor of Texas and confirmed by the Senate. The remaining four board members are elected by the policyholders. |
| Form 990, Part VI, Section A, Line 7b | Legislation prohibits the appointment or election of any person who has a potential conflict of interest because of other involvement in the insurance industry. |
| Form 990, Part VI, Section B, Line 11b | The 990 Tax Return is completed by an accountant in the Financial Reporting department using work papers and verification to the Company's Annual Statement and Audited Statutory Annual Report. The return is reviewed by management prior to filing the return. |
| Form 990, Part VI, Section B, Line 12c | The company's Conflict of Interest Policy is reviewed annually. The policy is distributed to all employees annually and all employees are required to acknowledge receipt. |
| Form 990, Part VI, Section B, Line 15 | An annual compensation review is performed by the company's Human Resources Department for all benchmark positions, including executive positions. The Board of Directors reviews and approves the compensation package for the President, General Counsel, and General Auditor. The President or their designee approves the pay for all other employees. |
| Form 990, Part VI, Section C, Line 19 | All external requests for the organizational information can be obtained through written requests. Additionally, certain financial information is available on the Company's website. |
| Form 990, Part XI, Line 9 | Change in Nonadmitted Assets $(5,460,017); Change in Provision for Reinsurance $200. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carlyle Credit Opportunities TX Co-Invest LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 Pennsylvania Avenue NW | AddressLine1Txt |
| Address Line2 | Suite 220 South | AddressLine2Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920327395 | EIN |
| Primary Activities | Generate investment income | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $531,000 | TotalIncomeAmt |
| End Of Year Assets | $16,284,414 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Mutual Insurance Company | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Audax DLS Co-Investment Fund 5 LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Huntington Avenue 24th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 921050021 | EIN |
| Primary Activities | Generate investment income | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Mutual Insurance Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $418,653 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,196,858 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 1 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TXM Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Aldrich Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78723 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920522011 | EIN |
| Primary Activities | Holding company for future healthcare subsidiary | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Mutual Insurance Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $65,200 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $5,947,374 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Audax DLS Co-Investment Fund 5 LP | ||
| b | $6,051,207 | Schedule K-1 |
| TXM Holdings LLC | ||
| a-iv | $22,018 | Monthly invoice detail |
| TXM Holdings LLC | ||
| b | $11,600,000 | Form 1120 |
| TXM Holdings LLC | ||
| l | $51,056 | Monthly invoice detail |
| TXM Holdings LLC | ||
| o | $179,308 | Monthly invoice detail |
| TXM Holdings LLC | ||
| q | $479,272 | Monthly invoice detail |