TEXAS MUTUAL INSURANCE COMPANY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS MUTUAL INSURANCE COMPANY (EIN 74-2615873)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349304038
- Schema version
- 2021v4.0
- 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 | 2022-11-11T11:53:23-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-11 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,245,459,090 | 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 | 1069 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $4,722,018 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $341,426 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $976,390,625 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $982,217,298 | CYProgramServiceRevenueAmt |
| PY Investment Income | $329,024,141 | PYInvestmentIncomeAmt |
| CY Investment Income | $389,831,033 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,134,756 | PYOtherRevenueAmt |
| CY Other Revenue | $1,373,970 | CYOtherRevenueAmt |
| PY Total Revenue | $1,306,549,522 | PYTotalRevenueAmt |
| CY Total Revenue | $1,373,422,301 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,791,830 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,252,933 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $130,351,183 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $135,807,703 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $958,633,882 | PYOtherExpensesAmt |
| CY Other Expenses | $971,493,407 | CYOtherExpensesAmt |
| PY Total Expenses | $1,095,776,895 | PYTotalExpensesAmt |
| CY Total Expenses | $1,116,554,043 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $210,772,627 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $256,868,258 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,829,763,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,249,270,527 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,551,793,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,438,067,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,277,969,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,811,203,506 | 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 | $1,373,422,301 | RevenueAmt |
| Desc | The Company wrote over 79,000 workers' compensation policies in 2021 covering over 1.5 million Texas employees. During the year, over 44,000 claims were processed and approximately $392 million in medical and income benefits were paid out to injured workers. $330 million in dividends was distributed to approximately 60,000 policyholders and an additional $21 million in dividends was distributed to 28 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5842 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1069 | 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 | Bill Potter | PersonNm |
| Phone | 5122247972 | 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 (51 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 |
|---|---|---|---|---|---|---|---|---|
| Richard Gergasko | ||||||||
| President & CEO | 40 | Yes (X) | $1,657,145 | $0 | $54,796 | |||
| Leonard Johnson | ||||||||
| SVP Investments | 40 | Yes (X) | $933,171 | $0 | $106,093 | |||
| Brenda Ward | ||||||||
| Chief Operating Officer | 40 | Yes (X) | $771,524 | $0 | $111,421 | |||
| Mary Nichols | ||||||||
| SVP & General Counsel | 40 | Yes (X) | $635,502 | $0 | $45,880 | |||
| Perry Barron | ||||||||
| SVP & CFO | 40 | Yes (X) | $638,380 | $0 | $18,701 | |||
| Michael Hernandez | ||||||||
| Chief Data Officer | 40 | Yes (X) | $510,822 | $0 | $83,915 | |||
| Michael Stubblefield | ||||||||
| SVP & Chief Information Officer | 40 | Yes (X) | $509,643 | $0 | $78,102 | |||
| Kim Haugaard | ||||||||
| SVP Policyholder Services | 40 | Yes (X) | $470,841 | $0 | $92,660 | |||
| Paul Schlaud | ||||||||
| SVP & Special Counsel | 40 | Yes (X) | $467,596 | $0 | $80,217 | |||
| Jeffrey Lentz | ||||||||
| SVP Underwriting | 40 | Yes (X) | $440,882 | $0 | $106,136 | |||
| Jo Betsy Norton | ||||||||
| SVP Public Affairs | 40 | Yes (X) | $436,902 | $0 | $80,789 | |||
| Willard Potter | ||||||||
| SVP & CFO | 40 | Yes (X) | $416,252 | $0 | $79,592 | |||
| David John | ||||||||
| VP IT Infrastructure | 40 | $368,617 | $0 | $102,371 | Yes (X) | |||
| James Kohloff | ||||||||
| VP Regional Operations | 40 | $374,647 | $0 | $94,065 | Yes (X) | |||
| Elise Teeter | ||||||||
| SVP & General Auditor | 40 | Yes (X) | $378,538 | $0 | $77,021 | |||
| Phoebe Murphy | ||||||||
| VP & Chief Actuary | 40 | $355,423 | $0 | $76,414 | Yes (X) | |||
| Lawrence Martin | ||||||||
| SVP Human Resources | 40 | Yes (X) | $357,002 | $0 | $69,484 | |||
| Erica Sanchez | ||||||||
| VP & Controller | 40 | $332,874 | $0 | $82,200 | Yes (X) | |||
| Jeannette Sprague | ||||||||
| VP Applications | 40 | $347,989 | $0 | $65,497 | Yes (X) | |||
| Edward Coates | ||||||||
| VP HR Employee Services | 40 | $310,221 | $0 | $95,384 | Yes (X) | |||
| Billy Jackson | ||||||||
| VP Regional Operations | 40 | $342,818 | $0 | $55,276 | Yes (X) | |||
| Nathan Scott | ||||||||
| VP Investments | 40 | $311,000 | $0 | $84,973 | Yes (X) | |||
| Lisa Evans | ||||||||
| VP Distribution & Customer Engagement | 40 | $339,172 | $0 | $53,810 | Yes (X) | |||
| Peppia Gates | ||||||||
| VP Regional Operations | 40 | $318,098 | $0 | $74,084 | Yes (X) | |||
| Shannon Pounds | ||||||||
| VP Claims Litigation | 40 | $312,483 | $0 | $71,517 | Yes (X) | |||
| Amy Green-Hinojosa | ||||||||
| VP Project Management Office | 40 | $297,424 | $0 | $84,370 | Yes (X) | |||
| Jeremiah Bentley | ||||||||
| VP Marketing & Community Affairs | 40 | $292,815 | $0 | $88,926 | Yes (X) | |||
| Lynette Caldwell | ||||||||
| SVP Human Resources | 40 | Yes (X) | $341,188 | $0 | $40,311 | |||
| Benjamin Siddons | ||||||||
| VP Business Development | 40 | $298,776 | $0 | $80,423 | Yes (X) | |||
| Nicholas Tsourmas | ||||||||
| VP & Medical Director | 40 | $324,560 | $0 | $53,806 | Yes (X) | |||
| Roger Humecky | ||||||||
| VP Data Analytics & Business Intelligence | 40 | $310,715 | $0 | $67,471 | Yes (X) | |||
| Beverly Harris | ||||||||
| VP Strategic Planning & Analysis | 40 | $302,519 | $0 | $73,437 | Yes (X) | |||
| Anthony Seraphim | ||||||||
| VP Data Governance | 40 | $291,160 | $0 | $79,101 | Yes (X) | |||
| Eric Bourquin | ||||||||
| VP Safety Services | 40 | $282,612 | $0 | $83,303 | Yes (X) | |||
| Curtis Johnson | ||||||||
| VP Claim Operations | 40 | $301,526 | $0 | $58,719 | Yes (X) | |||
| Catherine Brown | ||||||||
| VP Facility Services | 40 | $314,280 | $0 | $45,169 | Yes (X) | |||
| Greta Gonzales | ||||||||
| VP & Chief Risk Officer | 40 | $289,018 | $0 | $67,534 | Yes (X) | |||
| Leila Williams | ||||||||
| VP & Medical Director | 40 | $294,704 | $0 | $48,060 | Yes (X) | |||
| Paschal Strong | ||||||||
| VP Underwriting Operations | 40 | $289,851 | $0 | $50,195 | Yes (X) | |||
| Svetlana Bronshteyn | ||||||||
| VP Enterprise Product Management | 40 | $276,415 | $0 | $33,337 | Yes (X) | |||
| Ronald Ellis Simmons | ||||||||
| Director | 4 | $147,375 | $0 | $0 | Yes (X) | |||
| John Dayton Swanson | ||||||||
| Director | 4 | $95,500 | $0 | $0 | Yes (X) | |||
| Tommy Dan Phillips | ||||||||
| Director | 4 | $95,500 | $0 | $0 | Yes (X) | |||
| Linda Stuckey Foster-Smith | ||||||||
| Director | 4 | $88,000 | $0 | $0 | Yes (X) | |||
| Kristina Rose Koncaba | ||||||||
| Director | 4 | $87,750 | $0 | $0 | Yes (X) | |||
| Brett Baker Flagg | ||||||||
| Director | 4 | $82,500 | $0 | $0 | Yes (X) | |||
| Steven Dudley Oldham | ||||||||
| Director | 4 | $79,500 | $0 | $0 | Yes (X) | |||
| Eric Lee Oliver | ||||||||
| Director | 4 | $42,250 | $0 | $0 | Yes (X) | |||
| Bernard Chevalier Francis | ||||||||
| Director | 4 | $41,625 | $0 | $0 | Yes (X) | |||
| William Francis Quinn | ||||||||
| Director | 4 | $40,000 | $0 | $0 | Yes (X) | |||
| Alexia Selene Elliott | ||||||||
| Director | 4 | $37,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,682,105 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,894,560 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 345 | 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 | $14,794,516 |
| MEMORIAL HERMANN HOSPITAL HEAL | |||||
| PO BOX 301208 | DALLAS | TX | 75303 | Medical and Healthcare | $9,804,217 |
| TECHHEALTH INC | |||||
| PO BOX 206774 | DALLAS | TX | 75320 | Medical and Healthcare | $7,825,896 |
| ALIGN NETWORKS INC | |||||
| PO BOX 105159 | ATLANTA | GA | 30348 | Medical and Healthcare | $6,341,626 |
| AMY WICK MARKETING COMMUNICATIONS | |||||
| 1524 IH-35 S STE 224 | AUSTIN | TX | 78704 | Professional Services | $4,633,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 351 | 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 | $982,217,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $982,217,298 | 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 | $982,217,298 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,539,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,188,842 | UnrelatedBusinessRevenueAmt |
| Exclusion | $231,728,350 | 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 | $737,858 | 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 | $737,858 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $737,858 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $737,858 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,025,319,777 | SecuritiesAmt |
| Other | $8,008,537 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,863,527,501 | SecuritiesAmt |
| Other | $8,509,288 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $161,792,276 | SecuritiesAmt |
| Other | -$500,751 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,291,525 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,910,860 | UnrelatedBusinessRevenueAmt |
| Exclusion | $153,380,665 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Finance and Service Charges | 524126 | $581,692 | $581,692 | $0 | $0 |
| Retroactive Reinsurance | 524126 | $54,420 | $54,420 | $0 | $0 |
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 | $636,112 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,373,422,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $982,853,410 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,722,018 | UnrelatedBusinessRevenueAmt |
| Exclusion | $385,846,873 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,920,606 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,327 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,834,135 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,993,430 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,762,797 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,830,452 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,386,889 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,897 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,862 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,147 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,130,542 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,680,336 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,542,740 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,176,586 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,695,893 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,964,935 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,230 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,923 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,643 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,109,205 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,825 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Losses Incurred & Loss adjustment expense | $333,802,767 |
| Dividends to Policyholders | $350,591,893 |
| Net Commission and brokerage | $121,776,072 |
| Total taxes, licenses and fees | $21,231,119 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,061,792 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,554,043 | 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 | -$30,607,358 | BOYAmt |
| EOY | -$25,990,512 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,814,973 | BOYAmt |
| EOY | $127,031,677 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,687,817 | BOYAmt |
| EOY | $413,891,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,466,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,545,409 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,877,920 | BOYAmt |
| EOY | $102,921,522 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,851,716,847 | BOYAmt |
| EOY | $6,046,080,607 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,570,461 | BOYAmt |
| EOY | $1,536,974,635 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,702,754 | BOYAmt |
| EOY | $48,360,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,829,763,414 | BOYAmt |
| EOY | $8,249,270,527 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,562,184 | BOYAmt |
| EOY | $118,300,834 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,612,317 | BOYAmt |
| EOY | $482,717,520 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000,890 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,916,618,368 | BOYAmt |
| EOY | $2,837,048,667 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,551,793,759 | BOYAmt |
| EOY | $3,438,067,021 | 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 | $4,277,969,655 | BOYAmt |
| EOY | $4,811,203,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,969,655 | BOYAmt |
| EOY | $4,811,203,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,829,763,414 | BOYAmt |
| EOY | $8,249,270,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $256,868,258 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $273,142,255 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $3,223,338 | 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 | $99,978,265 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,808,662 | DepreciationAmt |
| Book Value | $90,169,603 | 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 | $11,315,260 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,736,747 | DepreciationAmt |
| Book Value | $4,578,513 | 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 | $102,921,522 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (30 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARES GLOBAL MULTI-ASSET CREDIT FD | $40,115,094 | F |
| CHURCHILL MID MKT SR LN FUND IV LP | $27,073,158 | F |
| GOLUB CAPITAL PEARLS DLP LP | $34,482,101 | F |
| SHENKMAN MULTI-ASSET CREDIT FUND | $59,808,556 | F |
| WA EMERGING MARKETS LOCAL DEBT | $20,199,647 | F |
| WA FLOATING RATE HIGH INCOME FUND | $50,778,165 | F |
| WA OPPORTUNISTIC US$ HIGH YIELD | $23,037,182 | F |
| WA STRUCTURED PROD OPPORTUNITIES | $27,056,836 | F |
| PARAMETRIC DEFENSIVE EQTY FUND LLC | $134,654,818 | F |
| SILCHESTER INTL INVESTORS | $146,184,044 | F |
| SPRUCEGROVE ACW EX US FUND | $178,070,402 | F |
| CLARION LION PROPERTIES FUND | $149,576,524 | F |
| HEITMAN CORE RE DEBT INCOME TR LP | $60,173,517 | F |
| PRINCIPAL RE DEBT FUND II LP | $44,328,225 | F |
| PRINCIPAL RE DEBT FUND III LP | $43,558,756 | F |
| USAA EAGLE REAL ESTATE LP | $139,156,328 | F |
| AMFAM VC FUND III LP | $7,293,970 | F |
| ARES PATHFINDER FUND LP | $42,006,980 | F |
| CARLYLE CREDIT OPPORTUNITIES FUND II LP | $22,156,644 | F |
| CL CHOWDER CO-INVEST LP | $421,000 | F |
| CL GAS CO-INVEST LP | $1,496,000 | F |
| CL PRAETER CO-INVEST LP | $2,126,600 | F |
| CL SUMUP CO-INVEST LP - MOJITO II | $978,860 | F |
| CRESTLINE OPPORTUNITY FUND III LTD | $39,550,000 | F |
| CRESTLINE OPPORTUNITY FUND IV LTD | $43,900,000 | F |
| ELLIOTT ASSOCIATES LP | $46,352,116 | F |
| GSO CREDIT ALPHA FUND II LP | $18,221,783 | F |
| PARTNERS FUND | $69,875,355 | F |
| PARTNERS GROUP RE SECOND 2013A LP | $40,280,787 | F |
| SSP ADJACENT OPPTY PARTNERS E LP | $24,061,187 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,536,974,635 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Reserves for losses and loss adjustment expense | $2,824,646,939 |
| Advanced premiums | $7,986,298 |
| Amounts withheld/retained by company | $4,103,004 |
| Retroactive reinsurance reserve | $268,000 |
| Provisions for reinsurance | $200 |
| Advanced rental income | $44,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,837,048,667 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,315,631,250 | 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 | $1,315,631,250 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $57,791,051 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $57,791,051 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,373,422,301 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,058,762,992 | 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 | $1,058,762,992 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $57,791,051 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $57,791,051 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,116,554,043 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (including Iceland and Greenland) | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $256,340,186 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $256,340,186 | 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 (114 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHILDREN INC | ||||||||||
| 908 Southland Avenue | Fort Worth | TX | 76104 | 752363035 | 501(c)(3) | $37,500 | Generational Learning | |||
| AMARILLO JUNIOR COLLEGE DISTRICT | ||||||||||
| P O BOX 447 | AMARILLO | TX | 79178 | 751244347 | $100,000 | College Safety Grants | ||||
| AMERICA CAN | ||||||||||
| 325 W 12TH ST | DALLAS | TX | 75208 | 752251099 | 501(c)(3) | $38,750 | Workforce Development & Safety Training | |||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 12345 N LAMAR BLVD STE 200 | AUSTIN | TX | 78753 | 135613797 | 501(c)(3) | $62,500 | Workforce Development & Safety Training | |||
| ANGELINA COUNTY JUNIOR COLLEGE | ||||||||||
| PO BOX 1768 | LUFKIN | TX | 75902 | 756000031 | $100,000 | College Safety Grants | ||||
| APM OUTREACH INC DBA ANCHOR POINT | ||||||||||
| 103 Davis Rd Ste B | League City | TX | 77573 | 273828680 | 501(c)(3) | $50,000 | Generational Learning | |||
| ASSOCIATION FOR THE ADVANCEMENT OF MEXICAN AMERICANS | ||||||||||
| 6001 Gulf Freeway | Houston | TX | 77023 | 741696961 | 501(c)(3) | $25,000 | Generational Learning | |||
| AUSTIN AREA URBAN LEAGUE INC | ||||||||||
| 8011 CAMERON ROAD SUITE A-100 | AUSTIN | TX | 78754 | 741890518 | 501(c)(3) | $15,000 | Disaster Relief Funds | |||
| AUSTIN CHILDRENS MUSEUM | ||||||||||
| 1830 Simond Ave | Austin | TX | 78723 | 742288789 | 501(c)(3) | $30,000 | Generational Learning | |||
| AUSTIN DISASTER RELIEF NETWORK | ||||||||||
| 1122 E 51ST STREET | AUSTIN | TX | 78723 | 264789907 | 501(c)(3) | $15,000 | Disaster Relief Funds | |||
| AUSTIN PUBLIC EDUCATION FOUNDATION | ||||||||||
| 4000 S IH35 Frontage Rd 9TH FLOOR | Austin | TX | 78704 | 742654168 | $56,355 | Generational Learning | ||||
| AVANCE INC | ||||||||||
| 118 North Medina Street | San Antonio | TX | 78207 | 741769114 | 501(c)(3) | $75,000 | Generational Learning | |||
| AVANCE INC | ||||||||||
| 118 North Medina Street | San Antonio | TX | 78207 | 741769114 | 501(c)(3) | $50,000 | COVID Grant | |||
| BACK ON MY FEET | ||||||||||
| 100 S Broad Street Ste 2136 | Philadelphia | PA | 19110 | 262109809 | 501(c)(3) | $25,000 | Generational Learning | |||
| BAKERRIPLEY | ||||||||||
| PO BOX 231808 | HOUSTON | TX | 772231808 | 237062976 | 501(c)(3) | $62,500 | Workforce Development & Safety Training | |||
| BEST BUDDIES INTERNATIONAL INC | ||||||||||
| 1341 W MOCKINGBIRD 241E | DALLAS | TX | 75247 | 521614576 | 501(c)(3) | $25,000 | Workforce Development & Safety Training | |||
| BLACK DOULAS FOR BLACK MAMAS | ||||||||||
| 2900 W ANDERSON LANE STE C200-310 | AUSTIN | TX | 78757 | 825265336 | 501(c)(3) | $73,000 | Workforce Development & Safety Training | |||
| BOYS & GIRLS CLUB OF HILL COUNTRY TEXAS INC | ||||||||||
| PO Box 554 | Hillsboro | TX | 76645 | 742801002 | 501(c)(3) | $100,000 | Generational Learning | |||
| BOYS & GIRLS CLUBS OF GREATER HOUSTON INC | ||||||||||
| PO BOX 4958 MSC 225 | Houston | TX | 772104958 | 760270942 | 501(c)(3) | $62,500 | Generational Learning | |||
| CAFE MOMENTUM | ||||||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | 320384561 | 501(c)(3) | $50,000 | Workforce Development & Safety Training | |||
| CAMP FIRE FIRST TEXAS | ||||||||||
| 2700 MEACHAM BOULEVARD | FORT WORTH | TX | 761374699 | 750851201 | 501(c)(3) | $37,500 | Workforce Development & Safety Training | |||
| CAPITAL INVESTING IN DEVELOPMENT AND EMPLOYMENT OF ADULTS | ||||||||||
| PO BOX 1784 | AUSTIN | TX | 78767 | 742893041 | 501(c)(3) | $62,500 | Workforce Development & Safety Training | |||
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | ||||||||||
| PO Box 7158 | Austin | TX | 787137158 | 757126012 | 501(c)(3) | $87,500 | Generational Learning | |||
| CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC | ||||||||||
| PO BOX 15610 | FORT WORTH | TX | 76119 | 750808769 | 501(c)(3) | $80,000 | Workforce Development & Safety Training | |||
| CENTRAL TEXAS ALLIED HEALTH INSTITUTE | ||||||||||
| 13203 VIENTO DEL SUR | MANCHACA | TX | 78652 | 831515596 | 501(c)(3) | $62,500 | Workforce Development & Safety Training | |||
| CHILD AND FAMILY GUIDANCE CENTER OF TEXOMA | ||||||||||
| 808 E Pecan Grove Rd | Sherman | TX | 75090 | 756067812 | 501(c)(3) | $50,000 | Generational Learning | |||
| CHILD CARE ASSOCIATES | ||||||||||
| 3000 E Belknap | Ft Worth | TX | 76111 | 840587601 | 501(c)(3) | $100,000 | Generational Learning | |||
| COALITION FOR THE HOMELESS HOUSTON HARRIS COUNTY | ||||||||||
| 2000 CRAWFORD SUITE 700 | HOUSTON | TX | 77002 | 760257018 | 501(c)(3) | $20,000 | Disaster Relief Funds | |||
| COALITION OF HEALTH SERVICES INC | ||||||||||
| 301 S POLK STE 740 | AMARILLO | TX | 79101 | 752009162 | 501(c)(3) | $50,000 | Workforce Development & Safety Training | |||
| COLLEGE OF THE MAINLAND | ||||||||||
| 101 BALDWIN BOULEVARD | CORPUS CHRISTI | TX | 78404 | 237181343 | $100,000 | College Safety Grants | ||||
| COMMUNITIES FOUNDATION OF TEXAS | ||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | 501(c)(3) | $267,500 | Workforce Development & Safety Training | |||
| COMMUNITY FAMILY CENTERS | ||||||||||
| 7524 AVENUE E | HOUSTON | TX | 77012 | 741691632 | 501(c)(3) | $35,000 | Workforce Development & Safety Training | |||
| CRISTO REY DALLAS CORPORATE WORK STUDY PROGRAM INC | ||||||||||
| 9701 SAN LEON AVE | DALLAS | TX | 75217 | 471851947 | 501(c)(3) | $40,000 | Workforce Development & Safety Training | |||
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | ||||||||||
| 300 PEGASUS PARK 930 | DALLAS | TX | 75247 | 752890371 | 501(c)(3) | $150,000 | Workforce Development & Safety Training | |||
| DAY NURSERY OF ABILENE INC | ||||||||||
| 702 Cedar Street | Abilene | TX | 79601 | 751399992 | 501(c)(3) | $46,000 | Generational Learning | |||
| DEL MAR COLLEGE FOUNDATION | ||||||||||
| 1200 AMBURN ROAD | TEXAS CITY | TX | 775912499 | 742286234 | 501(c)(3) | $100,000 | College Safety Grants | |||
| DOWN HOME RANCH INC | ||||||||||
| 20250 FM 619 | ELGIN | TX | 78621 | 742536461 | 501(c)(3) | $25,000 | Workforce Development & Safety Training | |||
| EASTER SEALS CENTRAL TEXAS INC | ||||||||||
| 2324 RIDGEPOINT DR STE F1 | AUSTIN | TX | 78754 | 750808811 | 501(c)(3) | $100,000 | Workforce Development & Safety Training | |||
| EL BUEN SAMARITANO EPISCOPAL MISSION | ||||||||||
| 7000 Woodhue Drive | Austin | TX | 78745 | 742488682 | 501(c)(3) | $37,500 | Generational Learning | |||
| EL PASO COMMUNITY COLLEGE DIST | ||||||||||
| 201 W UNIVERSITY | ODESSA | TX | 79764 | 741690850 | $100,000 | College Safety Grants | ||||
| EL PASO COMMUNITY FOUNDATION | ||||||||||
| 333 N Oregon Street | El Paso | TX | 79901 | 741839536 | 501(c)(3) | $87,500 | Generational Learning | |||
| FRIENDSWOOD ISD EDUCATION FOUNDATION | ||||||||||
| 302 LAUREL DRIVE | FRIENDSWOOD | TX | 77546 | 760606614 | 501(c)(3) | $71,846 | Workforce Development & Safety Training | |||
| GATEWAY COMMUNITY PARTNERS INC | ||||||||||
| 417 SE LOOP 456 | JACKSONVILLE | TX | 75766 | 751644622 | 501(c)(3) | $11,250 | Workforce Development & Safety Training | |||
| GOODWILL INDUSTRIES OF CENTRAL TEXAS | ||||||||||
| 1015 NORWOOD PARK BLVD | AUSTIN | TX | 78753 | 741322808 | 501(c)(3) | $75,000 | Workforce Development & Safety Training | |||
| GREATER HOUSTON PARTNERSHIP FOUNDATION | ||||||||||
| 701 AVENIDA DE LAS AMERICAS STE 900 | HOUSTON | TX | 77010 | 208179135 | 501(c)(3) | $35,000 | Workforce Development & Safety Training | |||
| GREATER WACO COLLECTIVE IMPACT INITIATIVE | ||||||||||
| 5002 LAKELAND CIRCLE STE B | WACO | TX | 76710 | 465714986 | 501(c)(3) | $64,000 | Workforce Development & Safety Training | |||
| HAVEN FOR HOPE OF BEXAR COUNTY | ||||||||||
| 1 HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | 208075412 | 501(c)(3) | $20,000 | Disaster Relief Funds | |||
| HISPANIC CONTRACTORS ASSOCIATION DE SAN ANTONIO | ||||||||||
| 2391 NE LOOP 410 STE 206 | SAN ANTONIO | TX | 78217 | 742950044 | 501(c)(3) | $12,500 | Workforce Development & Safety Training | |||
| IMAGINE A WAY | ||||||||||
| PO Box 1027 | Leander | TX | 78646 | 272898257 | 501(c)(3) | $37,500 | Generational Learning | |||
| INSURANCE INDUSTRY CHARITABLE FOUNDATION | ||||||||||
| 1999 AVENUE OF THE STARS SUITE 1100 | LOS ANGELES | CA | 90067 | 201240972 | 501(c)(3) | $5,269 | Disaster Relief Funds | |||
| JEWISH FAMILY SERVICE OF GREATER DALLAS INC | ||||||||||
| 5402 Arapaho Rd | Dallas | TX | 75248 | 751992728 | 501(c)(3) | $100,000 | Generational Learning | |||
| KILGORE COLLEGE | ||||||||||
| 1100 BROADWAY | KILGORE | TX | 75662 | 756004413 | $100,000 | College Safety Grants | ||||
| LAMAR INSTITUTE OF TECHNOLOGY | ||||||||||
| 855 E LAVACA | BEAUMONT | TX | 77705 | 751403958 | $100,000 | College Safety Grants | ||||
| LEE COLLEGE FOUNDATION | ||||||||||
| PAM WARFORD EXECUTIVE DIRECTOR | BAYTOWN | TX | 775220818 | 746025566 | $100,000 | College Safety Grants | ||||
| LONE STAR CIRCLE OF CARE | ||||||||||
| 205 East University Avenue Ste 200 | Georgetown | TX | 78626 | 743001674 | 501(c)(3) | $25,000 | Generational Learning | |||
| LONGVIEW INDEPENDENT SCHOOL DISTRICT | ||||||||||
| 1301 East Young Street | Longview | TX | 75606 | 756001977 | $37,500 | Generational Learning | ||||
| LUBBOCK CHAMBER OF COMMERCE FOUNDATION | ||||||||||
| 1500 BROADWAY STE 101 | LUBBOCK | TX | 79401 | 752081274 | 501(c)(3) | $100,000 | Workforce Development & Safety Training | |||
| LUTHERAN SOCIAL SERVICES OF THE SOUTH INC | ||||||||||
| 8305 Cross Park Drive | Austin | TX | 78754 | 741109745 | 501(c)(3) | $40,000 | Generational Learning | |||
| LVTRISE | ||||||||||
| 8201 Calmont Ave | Fort Worth | TX | 76116 | 832573725 | 501(c)(3) | $50,000 | Generational Learning | |||
| MAVERICK BOYS & GIRLS CLUB | ||||||||||
| 1923 S Lincoln Street | Amarillo | TX | 79109 | 750808760 | 501(c)(3) | $50,000 | Generational Learning | |||
| MEADOWS MENTAL HEALTH POLICY INSTITUTE | ||||||||||
| 2800 SWISS AVE | Dallas | TX | 75204 | 463992618 | 501(c)(3) | $90,000 | Generational Learning | |||
| MIDLAND COLLEGE DISTRICT | ||||||||||
| 3600 N GARFIELD STREET | MIDLAND | TX | 79705 | 760694136 | $100,000 | College Safety Grants | ||||
| MISSION OF MERCY INC | ||||||||||
| 2421 Ayers St | Corpus Christi | TX | 78404 | 860704883 | 501(c)(3) | $50,000 | Generational Learning | |||
| MISSION ROAD DEVELOPMENT CENTER | ||||||||||
| 8706 MISSION ROAD | SAN ANTONIO | TX | 78214 | 746024405 | 501(c)(3) | $25,000 | Workforce Development & Safety Training | |||
| MOBILE LOAVES & FISHES INC | ||||||||||
| 9301 HOG EYE RD STE 950 | AUSTIN | TX | 78724 | 742956081 | 501(c)(3) | $10,750 | Workforce Development & Safety Training | |||
| NPOWER INC | ||||||||||
| 55 WASHINGTON ST STE 560 | BROOKLYN | NY | 11201 | 134145441 | 501(c)(3) | $50,000 | Workforce Development & Safety Training | |||
| ODESSA COLLEGE | ||||||||||
| 2500 N ROBISON RD | TEXARKANA | TX | 75501 | 756001909 | $100,000 | College Safety Grants | ||||
| OPPORTUNITY SCHOOL INC | ||||||||||
| 1100 S Harrison Street | Amarillo | TX | 79101 | 751360968 | 501(c)(3) | $75,000 | Generational Learning | |||
| PROJECT VIDA | ||||||||||
| 3607 Rivera Ave | El Paso | TX | 79905 | 742481679 | 501(c)(3) | $25,000 | Generational Learning | |||
| QUALITY OF LIFE FOUNDATION OF AUSTIN INC | ||||||||||
| 535 EAST 5TH ST | AUSTIN | TX | 78701 | 742394827 | 501(c)(3) | $100,000 | Workforce Development & Safety Training | |||
| RBCA COMMUNITY DEVELOPMENT CORPORATION | ||||||||||
| 2627 MARTIN LUTHER KING JR BLVD | DALLAS | TX | 75215 | 832391035 | 501(c)(3) | $60,000 | Workforce Development & Safety Training | |||
| REDEMPTION BRIDGE | ||||||||||
| 1506 W PIONEER PKWY STE 120 | ARLINGTON | TX | 76013 | 273500079 | 501(c)(3) | $75,000 | Workforce Development & Safety Training | |||
| RESTORE EDUCATION | ||||||||||
| 4205 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | 262966263 | 501(c)(3) | $100,000 | Workforce Development & Safety Training | |||
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL TEXAS INC | ||||||||||
| 1315 BARBARA JORDAN BOULEVARD | AUSTIN | TX | 78723 | 742277664 | 501(c)(3) | $100,000 | A Place Like Home expansion, 3 year commitment | |||
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | ||||||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 782125343 | 742283582 | 501(c)(3) | $50,000 | COVID Grant | |||
| SANTA MARIA HOSTEL | ||||||||||
| 2605 Parker Rd | Houston | TX | 77093 | 741669131 | 501(c)(3) | $100,000 | Generational Learning | |||
| SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST INC | ||||||||||
| 1710 TELEPHONE RD | HOUSTON | TX | 77023 | 741590387 | 501(c)(3) | $100,000 | Workforce Development & Safety Training | |||
| STAR OF HOPE MISSION | ||||||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | 741152599 | 501(c)(3) | $30,000 | Workforce Development & Safety Training | |||
| STATE FIREMENS AND FIRE MARSHALS ASSOCIATION OF TEXAS | ||||||||||
| PO BOX 1709 | MANCHACA | TX | 78652 | 741707516 | 501(c)(6) | $200,000 | Workforce Development & Safety Training | |||
| SU CASA DE ESPERANZA INC | ||||||||||
| PO BOX 1333 | Pharr | TX | 78577 | 742610449 | 501(c)(3) | $25,000 | Generational Learning | |||
| TARRANT COUNTY ASSOCIATION FOR THE BLIND | ||||||||||
| 912 W BROADWAY | FORT WORTH | TX | 76104 | 751228722 | 501(c)(3) | $25,000 | Workforce Development & Safety Training | |||
| TEXARKANA COLLEGE | ||||||||||
| PO BOX 20500 | EL PASO | TX | 799980500 | 756002907 | $100,000 | College Safety Grants | ||||
| TEXAS 2036 | ||||||||||
| 3963 Maple Avenue Ste 290 | Dallas | TX | 752193209 | 813063099 | 501(c)(3) | $100,000 | Generational Learning | |||
| TEXAS CASA | ||||||||||
| 1501 West Anderson Lane Suite B-2 | Austin | TX | 78757 | 752252358 | 501(c)(3) | $75,000 | Generational Learning | |||
| TEXAS ORGANIZATION OF RURAL AND COMMUNITY HOSPITALS | ||||||||||
| 3309 Forest Creek 305 | Round Rock | TX | 78664 | 208911377 | 501(c)(3) | $49,056 | Generational Learning | |||
| TEXAS RESTAURANT ASSOCIATION | ||||||||||
| PO BOX 1429 | AUSTIN | TX | 78767 | 740921350 | 501(c)(6) | $30,000 | Workforce Development & Safety Training | |||
| TEXSAR | ||||||||||
| PO BOX 171258 | AUSTIN | TX | 78717 | 841644603 | 501(c)(3) | $300,000 | Disaster Relief Funds | |||
| THE AUSTIN CENTER FOR GRIEF & LOSS | ||||||||||
| 2413 Greenlawn Pkwy | Austin | TX | 78757 | 260300371 | 501(c)(3) | $50,000 | Generational Learning | |||
| THE GEORGETOWN PROJECT | ||||||||||
| PO BOX 957 | GEORGETOWN | TX | 78627 | 742807713 | 501(c)(3) | $25,000 | Workforce Development & Safety Training | |||
| THE SALVATION ARMY | ||||||||||
| PO BOX 2785 | LUBBOCK | TX | 79408 | 580660607 | 501(c)(3) | $10,000 | Disaster Relief Funds | |||
| THE SALVATION ARMY NORTH TEXAS AREA COMMAND | ||||||||||
| PO BOX 36006 | DALLAS | TX | 75235 | 580660607 | $20,000 | Disaster Relief Funds | ||||
| THE TSTC FOUNDATION | ||||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | 752892470 | 501(c)(3) | $75,000 | Workforce Development & Safety Training | |||
| THE UNIVERSITY OF TEXAS FOUNDATION | ||||||||||
| 9011 MOUNTAIN RIDGE STE 150 | AUSTIN | TX | 78759 | 741587488 | 501(c)(3) | $50,000 | Workforce Development & Safety Training | |||
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER | ||||||||||
| 1200 PRESSLER ST RAS-W1004 | HOUSTON | TX | 77030 | 741761309 | $75,000 | Generational Learning | ||||
| TODOS JUNTOS LEARNING CENTER | ||||||||||
| PO Box 41213 | Austin | TX | 78704 | 463028927 | 501(c)(3) | $50,000 | Generational Learning | |||
| TRIO EDUCATION LLC | ||||||||||
| 11413 TODD ST | HOUSTON | TX | 77055 | 843902797 | $100,000 | Workforce Development & Safety Training | ||||
| TRIO EDUCATION LLC | ||||||||||
| 11413 TODD ST | HOUSTON | TX | 77055 | 843902797 | $100,000 | COVID Grant | ||||
| UNITED WAY OF GREATER AUSTIN | ||||||||||
| 2000 E MLK Jr Blvd | Austin | TX | 78702 | 741193439 | 501(c)(3) | $87,500 | Generational Learning | |||
| UNITED WAY OF GREATER HOUSTON | ||||||||||
| 50 Waugh Drive | Houston | TX | 77007 | 741167964 | 501(c)(3) | $100,000 | Generational Learning | |||
| UNITED WAY OF GREATER HOUSTON | ||||||||||
| 50 Waugh Drive | Houston | TX | 77007 | 741167964 | 501(c)(3) | $100,000 | COVID Grant | |||
| UNIVERSITY OF TEXAS HEALTH AND SCIENCE CENTER AT TYLER | ||||||||||
| 11937 US HIGHWAY 271 | TYLER | TX | 757083154 | 756001354 | $75,000 | Generational Learning | ||||
| VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT | ||||||||||
| 417 S OHIO AVE | MERCEDES | TX | 78570 | 742768931 | 501(c)(3) | $41,667 | Workforce Development & Safety Training | |||
| WICHITA FALLS AREA FOOD BANK | ||||||||||
| 1230 Midwestern Parkway | Wichita Falls | TX | 76302 | 751812865 | 501(c)(3) | $20,000 | Generational Learning | |||
| WILKINSON CENTER | ||||||||||
| PO BOX 720248 | DALLAS | TX | 75372 | 752712117 | 501(c)(3) | $75,000 | Workforce Development & Safety Training | |||
| WORKSOURCE GREATER AUSTIN AREA WORKFORCE BOARD | ||||||||||
| 9001 N IH 35 STE 110E | AUSTIN | TX | 78753 | 742327454 | 501(c)(3) | $100,000 | Workforce Development & Safety Training | |||
| YEAR UP INC | ||||||||||
| PO BOX 412812 | BOSTON | MA | 022412812 | 043534407 | 501(c)(3) | $100,000 | Workforce Development & Safety Training | |||
| YOUNG MENS CHRISTIAN ASSOCIATION OF AUSTIN | ||||||||||
| 55 N IH 35 | Austin | TX | 78702 | 741193464 | 501(c)(3) | $50,000 | Generational Learning | |||
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF LUBBOCK TX INC | ||||||||||
| 6204 Elgin | Lubbock | TX | 79413 | 750939427 | 501(c)(3) | $35,000 | Generational Learning | |||
| DELL CHILDRENS MEDICAL CENTER FOUNDATION | ||||||||||
| 4900 MUELLER BOULEVARD | AUSTIN | TX | 78723 | 200468031 | 501(c)(3) | $100,000 | Texas Center for Pediatric and Congenital Heart Disease | |||
| DELL CHILDRENS MEDICAL CENTER FOUNDATION | ||||||||||
| 4900 MUELLER BOULEVARD | AUSTIN | TX | 78723 | 200468031 | 501(c)(3) | $100,000 | Texas Mutual Insurance Company Endowed Education Fellowship | |||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | vehicle donation | $11,625 | gross proceeds from sale | ||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | vehicle donation | $6,775 | gross proceeds from sale | ||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | vehicle donation | $7,750 | gross proceeds from sale | ||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | vehicle donation | $9,275 | gross proceeds from sale | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 88 | Total501c3OrgCnt |
| Total Other Org | 105 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (28 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships for students attending BLINN COLLEGE | 1 | $6,600 |
| Scholarships for students attending CLOVIS COMMUNITY COLLEGE | 1 | $6,600 |
| Scholarships for students attending COLLEGE OF SOUTHERN NEVADA | 1 | $10,259 |
| Scholarships for students attending COLLIN COLLEGE | 1 | $6,600 |
| Scholarships for students attending HARDIN-SIMMONS UNIVERSITY | 1 | $6,356 |
| Scholarships for students attending HILLSBOROUGH COMMUNITY COLLEGE | 1 | $12,009 |
| Scholarships for students attending Huntington University | 1 | $6,600 |
| Scholarships for students attending INSTITUTO DE BELLEZA Y ARTE COSMETOLOGY | 1 | $3,200 |
| Scholarships for students attending LAMAR UNIVERSITY | 2 | $19,800 |
| Scholarships for students attending MCLENNAN COMMUNITY COLLEGE | 1 | $6,600 |
| Scholarships for students attending MIDWESTERN STATE UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending Remington College | 1 | $4,595 |
| Scholarships for students attending SAM HOUSTON STATE UNIVERSITY | 2 | $19,800 |
| Scholarships for students attending SOUTH TEXAS VOCATIONAL TECHNICAL INSTITUTE | 1 | $6,600 |
| Scholarships for students attending TARLETON STATE UNIVERSITY | 3 | $41,039 |
| Scholarships for students attending TARRANT COUNTY COLLEGE | 2 | $19,718 |
| Scholarships for students attending Texas A&M Kingsville | 1 | $13,200 |
| Scholarships for students attending TEXAS A&M UNIVERSITY | 3 | $20,311 |
| Scholarships for students attending TEXAS TECH UNIVERSITY | 1 | $6,600 |
| Scholarships for students attending TEXAS WOMAN'S UNIVERSITY | 1 | $2,091 |
| Scholarships for students attending THE UNIVERSITY OF TEXAS AT ARLINGTON | 2 | $33,000 |
| Scholarships for students attending THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY | 1 | $3,053 |
| Scholarships for students attending UNIVERSITY OF NORTH TEXAS | 1 | $6,600 |
| Scholarships for students attending UNIVERSITY OF SOUTH FLORIDA | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF ST THOMAS | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF TEXAS AT EL PASO | 1 | $16,500 |
| Scholarships for students attending UNIVERSITY OF TEXAS AT TYLER | 1 | $13,200 |
| Scholarships for students attending WEST TEXAS A&M | 1 | $2,885 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 Survey | Yes (X) | CompensationSurveyInd |
| 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 (40 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Gergasko | ||||||||||||||
| President & CEO | $723,170 | $0 | $766,422 | $0 | $167,553 | $0 | $34,888 | $0 | $19,908 | $0 | $1,711,941 | $0 | $0 | $0 |
| Leonard Johnson | ||||||||||||||
| SVP Investments | $406,528 | $0 | $185,952 | $0 | $340,690 | $0 | $96,901 | $0 | $9,192 | $0 | $1,039,263 | $0 | $255,513 | $0 |
| Brenda Ward | ||||||||||||||
| Chief Operating Officer | $420,821 | $0 | $286,748 | $0 | $63,955 | $0 | $102,229 | $0 | $9,192 | $0 | $882,945 | $0 | $53,757 | $0 |
| Mary Nichols | ||||||||||||||
| SVP & General Counsel | $374,674 | $0 | $172,554 | $0 | $88,274 | $0 | $34,888 | $0 | $10,992 | $0 | $681,382 | $0 | $0 | $0 |
| Perry Barron | ||||||||||||||
| SVP & CFO | $138,604 | $0 | $0 | $0 | $499,776 | $0 | $13,964 | $0 | $4,737 | $0 | $657,081 | $0 | $0 | $0 |
| Michael Hernandez | ||||||||||||||
| Chief Data Officer | $337,575 | $0 | $160,547 | $0 | $12,700 | $0 | $62,217 | $0 | $21,698 | $0 | $594,737 | $0 | $0 | $0 |
| Michael Stubblefield | ||||||||||||||
| SVP & Chief Information Officer | $337,302 | $0 | $160,939 | $0 | $11,402 | $0 | $57,154 | $0 | $20,948 | $0 | $587,745 | $0 | $0 | $0 |
| Kim Haugaard | ||||||||||||||
| SVP Policyholder Services | $294,860 | $0 | $138,762 | $0 | $37,218 | $0 | $81,450 | $0 | $11,210 | $0 | $563,500 | $0 | $26,537 | $0 |
| Paul Schlaud | ||||||||||||||
| SVP & Special Counsel | $309,910 | $0 | $147,657 | $0 | $10,029 | $0 | $53,193 | $0 | $27,024 | $0 | $547,813 | $0 | $0 | $0 |
| Jeffrey Lentz | ||||||||||||||
| SVP Underwriting | $267,527 | $0 | $125,804 | $0 | $47,550 | $0 | $75,527 | $0 | $30,609 | $0 | $547,017 | $0 | $37,962 | $0 |
| Jo Betsy Norton | ||||||||||||||
| SVP Public Affairs | $264,434 | $0 | $124,583 | $0 | $47,885 | $0 | $69,677 | $0 | $11,112 | $0 | $517,691 | $0 | $35,876 | $0 |
| Willard Potter | ||||||||||||||
| SVP & CFO | $327,134 | $0 | $79,241 | $0 | $9,877 | $0 | $51,254 | $0 | $28,338 | $0 | $495,844 | $0 | $0 | $0 |
| David John | ||||||||||||||
| VP IT Infrastructure | $234,801 | $0 | $87,073 | $0 | $46,742 | $0 | $71,949 | $0 | $30,422 | $0 | $470,987 | $0 | $37,244 | $0 |
| James Kohloff | ||||||||||||||
| VP Regional Operations | $249,839 | $0 | $79,638 | $0 | $45,170 | $0 | $64,291 | $0 | $29,774 | $0 | $468,712 | $0 | $33,864 | $0 |
| Elise Teeter | ||||||||||||||
| SVP & General Auditor | $245,832 | $0 | $114,551 | $0 | $18,155 | $0 | $59,825 | $0 | $17,196 | $0 | $455,559 | $0 | $8,260 | $0 |
| Phoebe Murphy | ||||||||||||||
| VP & Chief Actuary | $236,578 | $0 | $72,879 | $0 | $45,966 | $0 | $62,686 | $0 | $13,728 | $0 | $431,837 | $0 | $36,271 | $0 |
| Lawrence Martin | ||||||||||||||
| SVP Human Resources | $263,163 | $0 | $69,303 | $0 | $24,535 | $0 | $59,308 | $0 | $10,176 | $0 | $426,485 | $0 | $14,042 | $0 |
| Erica Sanchez | ||||||||||||||
| VP & Controller | $217,537 | $0 | $76,776 | $0 | $38,562 | $0 | $62,254 | $0 | $19,946 | $0 | $415,075 | $0 | $29,047 | $0 |
| Jeannette Sprague | ||||||||||||||
| VP Applications | $216,214 | $0 | $79,054 | $0 | $52,721 | $0 | $34,888 | $0 | $30,609 | $0 | $413,486 | $0 | $0 | $0 |
| Edward Coates | ||||||||||||||
| VP HR Employee Services | $201,573 | $0 | $73,512 | $0 | $35,136 | $0 | $65,610 | $0 | $29,774 | $0 | $405,605 | $0 | $24,429 | $0 |
| Billy Jackson | ||||||||||||||
| VP Regional Operations | $219,751 | $0 | $78,349 | $0 | $44,718 | $0 | $34,888 | $0 | $20,388 | $0 | $398,094 | $0 | $0 | $0 |
| Nathan Scott | ||||||||||||||
| VP Investments | $215,707 | $0 | $77,779 | $0 | $17,515 | $0 | $55,949 | $0 | $29,024 | $0 | $395,974 | $0 | $7,344 | $0 |
| Lisa Evans | ||||||||||||||
| VP Distribution & Customer Engagement | $244,616 | $0 | $84,677 | $0 | $9,880 | $0 | $52,610 | $0 | $1,200 | $0 | $392,983 | $0 | $0 | $0 |
| Peppia Gates | ||||||||||||||
| VP Regional Operations | $221,435 | $0 | $77,193 | $0 | $19,470 | $0 | $56,388 | $0 | $17,696 | $0 | $392,182 | $0 | $8,023 | $0 |
| Shannon Pounds | ||||||||||||||
| VP Claims Litigation | $203,874 | $0 | $73,932 | $0 | $34,678 | $0 | $54,321 | $0 | $17,196 | $0 | $384,001 | $0 | $25,291 | $0 |
| Amy Green-Hinojosa | ||||||||||||||
| VP Project Management Office | $203,784 | $0 | $71,834 | $0 | $21,806 | $0 | $65,536 | $0 | $18,834 | $0 | $381,794 | $0 | $12,481 | $0 |
| Jeremiah Bentley | ||||||||||||||
| VP Marketing & Community Affairs | $200,794 | $0 | $72,151 | $0 | $19,869 | $0 | $59,152 | $0 | $29,774 | $0 | $381,740 | $0 | $10,654 | $0 |
| Lynette Caldwell | ||||||||||||||
| SVP Human Resources | $123,173 | $0 | $138,703 | $0 | $79,312 | $0 | $32,376 | $0 | $7,935 | $0 | $381,499 | $0 | $0 | $0 |
| Benjamin Siddons | ||||||||||||||
| VP Business Development | $215,828 | $0 | $73,434 | $0 | $9,514 | $0 | $51,649 | $0 | $28,774 | $0 | $379,199 | $0 | $0 | $0 |
| Nicholas Tsourmas | ||||||||||||||
| VP & Medical Director | $213,419 | $0 | $72,133 | $0 | $39,009 | $0 | $34,858 | $0 | $18,948 | $0 | $378,367 | $0 | $0 | $0 |
| Roger Humecky | ||||||||||||||
| VP Data Analytics & Business Intelligence | $223,268 | $0 | $77,925 | $0 | $9,523 | $0 | $50,275 | $0 | $17,196 | $0 | $378,187 | $0 | $0 | $0 |
| Beverly Harris | ||||||||||||||
| VP Strategic Planning & Analysis | $205,016 | $0 | $70,691 | $0 | $26,812 | $0 | $54,489 | $0 | $18,948 | $0 | $375,956 | $0 | $17,282 | $0 |
| Anthony Seraphim | ||||||||||||||
| VP Data Governance | $207,561 | $0 | $74,104 | $0 | $9,494 | $0 | $49,677 | $0 | $29,424 | $0 | $370,260 | $0 | $0 | $0 |
| Eric Bourquin | ||||||||||||||
| VP Safety Services | $195,314 | $0 | $70,629 | $0 | $16,670 | $0 | $52,722 | $0 | $30,581 | $0 | $365,916 | $0 | $7,369 | $0 |
| Curtis Johnson | ||||||||||||||
| VP Claim Operations | $196,120 | $0 | $69,371 | $0 | $36,034 | $0 | $28,945 | $0 | $29,774 | $0 | $360,244 | $0 | $0 | $0 |
| Catherine Brown | ||||||||||||||
| VP Facility Services | $201,740 | $0 | $68,389 | $0 | $44,151 | $0 | $32,819 | $0 | $12,350 | $0 | $359,449 | $0 | $0 | $0 |
| Greta Gonzales | ||||||||||||||
| VP & Chief Risk Officer | $206,439 | $0 | $72,201 | $0 | $10,377 | $0 | $49,378 | $0 | $18,156 | $0 | $356,551 | $0 | $0 | $0 |
| Leila Williams | ||||||||||||||
| VP & Medical Director | $212,655 | $0 | $71,982 | $0 | $10,067 | $0 | $48,060 | $0 | $0 | $0 | $342,764 | $0 | $0 | $0 |
| Paschal Strong | ||||||||||||||
| VP Underwriting Operations | $210,382 | $0 | $56,066 | $0 | $23,404 | $0 | $50,195 | $0 | $0 | $0 | $340,047 | $0 | $14,234 | $0 |
| Svetlana Bronshteyn | ||||||||||||||
| VP Enterprise Product Management | $198,568 | $0 | $0 | $0 | $77,847 | $0 | $22,077 | $0 | $11,260 | $0 | $309,752 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Social club memberships were paid for Jeff Lentz, Jo Betsy Norton, Richard Gergasko, Mike Barron, and Jim Kohloff. The memberships are used for business purposes such as hosting employee meetings, hosting events, and meetings with legislative stakeholders. |
| Schedule J, Part I, Line 4 | a) Perry Barron $495,716; Lynette Caldwell $76,285 b) Richard Gergasko $149,469; Leonard Johnson $388,714; Brenda Ward $121,098; Mary Nichols $65,974; Michael Hernandez $27,329; Michael Stubblefield $22,266; Kim Haugaard $73,099; Paul Schlaud $18,305; Jeffrey Lentz $78,601; Jo Betsy Norton $70,665; Willard Potter $16,366; David John $74,304; James Kohloff $63,267; Elise Teeter $33,197; Phoebe Murphy $64,070; Lawrence Martin $38,462; Erica Sanchez $56,413; Jeannette Sprague $36,579; Edward Coates $55,798; Billy Jackson $30,368; Nathan Scott $28,405; Lisa Evans $17,722; Peppia Gates $29,523; Shannon Pounds $45,704; Amy Green-Hinojosa $43,924; Jeremiah Bentley $35,806; Benjamin Siddons $16,761; Nicholas Tsourmas $23,175; Roger Humecky $16,619; Beverly Harris $37,967; Anthony Seraphim $14,789; Eric Bourquin $27,156; Curtis Johnson $21,937; Catherine Brown $32,885; Greta Gonzales $15,203; Leila Williams $13,708; Paschal Strong $32,575 |
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 filling 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 and General Auditor. The President or his designee approves the pay for all other employees. |
| Form 990, Part VI, Section C, Line 19 | All external requests for 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 $2,977,938; Change in Provision for Reinsurance $245,400 |