TEXAS MUTUAL INSURANCE COMPANY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS MUTUAL INSURANCE COMPANY (EIN 74-2615873)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349307583
- Schema version
- 2024v5.0
- 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 | 2025-11-12T12:11:14-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $5,531,742,949 | 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 | 1102 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $6,736,012 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,922,435 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,115,850,503 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,083,347,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $269,243,531 | PYInvestmentIncomeAmt |
| CY Investment Income | $447,128,373 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,230,574 | PYOtherRevenueAmt |
| CY Other Revenue | $1,712,285 | CYOtherRevenueAmt |
| PY Total Revenue | $1,386,324,608 | PYTotalRevenueAmt |
| CY Total Revenue | $1,532,187,813 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,009,450 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,105,929 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $161,897,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $171,809,594 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,108,481,362 | PYOtherExpensesAmt |
| CY Other Expenses | $1,127,176,844 | CYOtherExpensesAmt |
| PY Total Expenses | $1,285,388,595 | PYTotalExpensesAmt |
| CY Total Expenses | $1,316,092,367 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $100,936,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $216,095,446 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,419,583,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,566,132,270 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,541,481,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,519,011,475 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,878,101,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,047,120,795 | 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 help to prevent on-the-job injuries and illnesses and minimize their consequences. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Revenue | $1,532,187,813 | RevenueAmt |
| Desc | The Company wrote over 85,000 workers' compensation policies in 2024 covering approximately 1.7 million Texas employees. During the year, the Company processed just over 47,000 claims and paid out approximately $460 million in medical and income benefits to injured workers. $350 million in dividends was distributed to approximately 70,000 policyholders and an additional $23 million in dividends was distributed to 26 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5667 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1102 | 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 | Yes (1) | 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 (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | 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 | 0 | Yes (X) | $1,548,094 | $0 | $168,649 | |||
| Leonard Johnson | |||||||||
| SVP Investments | 40 | 0 | Yes (X) | $894,839 | $0 | $51,780 | |||
| Paul Schlaud | |||||||||
| SVP Enterprise Affairs & General Counsel | 40 | 0 | Yes (X) | $818,606 | $0 | $109,174 | |||
| Willard Potter | |||||||||
| SVP & CFO | 40 | 0 | Yes (X) | $763,584 | $0 | $126,014 | |||
| Michael Hernandez | |||||||||
| Chief Data Officer | 40 | 0 | Yes (X) | $668,030 | $0 | $65,306 | |||
| Jeffrey Lentz | |||||||||
| SVP Underwriting | 40 | 0 | Yes (X) | $590,893 | $0 | $132,678 | |||
| Kim Haugaard | |||||||||
| SVP Policyholder Services | 40 | 0 | Yes (X) | $601,452 | $0 | $114,282 | |||
| Lawrence Martin | |||||||||
| SVP Human Resources | 40 | 0 | Yes (X) | $568,370 | $0 | $110,748 | |||
| Jeannette Sprague | |||||||||
| SVP & Chief Information Officer | 40 | 0 | Yes (X) | $617,050 | $0 | $61,792 | |||
| Jo Betsy Norton | |||||||||
| SVP Public Affairs | 40 | 0 | Yes (X) | $587,783 | $0 | $53,780 | |||
| Elise Teeter | |||||||||
| SVP & General Auditor | 40 | 0 | Yes (X) | $487,942 | $0 | $101,410 | |||
| Nathan Scott | |||||||||
| VP Investments | 40 | 0 | $457,618 | $0 | $113,656 | Yes (X) | |||
| Phoebe Murphy | |||||||||
| Chief Actuary & VP of Enterprise Analytics | 40 | 0 | $454,180 | $0 | $101,382 | Yes (X) | |||
| Edward Coates | |||||||||
| VP HR Employee Services | 40 | 0 | $418,446 | $0 | $116,370 | Yes (X) | |||
| Shannon Pounds | |||||||||
| VP & Associate General Counsel | 40 | 0 | $443,987 | $0 | $89,800 | Yes (X) | |||
| Erica Sanchez | |||||||||
| VP & Controller | 40 | 0 | $422,072 | $0 | $105,405 | Yes (X) | |||
| Peppia Sherrouse | |||||||||
| VP Claim Operations | 40 | 0 | $431,117 | $0 | $96,100 | Yes (X) | |||
| Beverly Harris | |||||||||
| VP Corporate Strategy & Product | 40 | 0 | $429,062 | $0 | $97,692 | Yes (X) | |||
| Anthony Seraphim | |||||||||
| VP Digital Transformation | 40 | 0 | $423,453 | $0 | $95,540 | Yes (X) | |||
| Amy Green-Hinojosa | |||||||||
| VP Project Management Office | 40 | 0 | $403,457 | $0 | $110,420 | Yes (X) | |||
| Lisa Evans | |||||||||
| VP Distribution & Customer Engagement | 40 | 0 | $440,227 | $0 | $73,088 | Yes (X) | |||
| Richard Dabney | |||||||||
| VP Corporate Underwriting | 40 | 0 | $422,478 | $0 | $90,651 | Yes (X) | |||
| David John | |||||||||
| VP IT Infrastructure | 40 | 0 | $398,777 | $0 | $112,304 | Yes (X) | |||
| Roger Humecky | |||||||||
| VP Data Analytics & Business Intelligence | 40 | 0 | $415,048 | $0 | $92,519 | Yes (X) | |||
| Jeremiah Bentley | |||||||||
| VP Marketing & Community Affairs | 40 | 0 | $383,586 | $0 | $113,163 | Yes (X) | |||
| Greta Gonzales | |||||||||
| VP & Chief Risk Officer | 40 | 0 | $405,464 | $0 | $90,408 | Yes (X) | |||
| David Morton | |||||||||
| VP Underwriting Operations | 40 | 0 | $400,974 | $0 | $93,171 | Yes (X) | |||
| Toni Toliver | |||||||||
| VP Business Law | 40 | 0 | $401,008 | $0 | $88,286 | Yes (X) | |||
| Eric Bourquin | |||||||||
| VP Safety Services | 40 | 0 | $376,800 | $0 | $106,842 | Yes (X) | |||
| James Ziolkowski | |||||||||
| VP Regional Operations | 40 | 0 | $415,972 | $0 | $65,306 | Yes (X) | |||
| Billy Jackson | |||||||||
| VP Regional Operations | 40 | 0 | $409,323 | $0 | $62,310 | Yes (X) | |||
| Jackie Kenyon | |||||||||
| VP Special Litigation | 40 | 0 | $374,702 | $0 | $91,275 | Yes (X) | |||
| John Sapp | |||||||||
| VP Information Security | 40 | 0 | $384,599 | $0 | $63,032 | Yes (X) | |||
| Matthew Smith | |||||||||
| VP Engineering | 40 | 0 | $360,123 | $0 | $70,116 | Yes (X) | |||
| Nicholas Tsourmas | |||||||||
| Medical Director | 30 | 0 | $351,155 | $0 | $62,241 | Yes (X) | |||
| Rhonda Barker | |||||||||
| VP Premium Audit | 40 | 0 | $338,216 | $0 | $72,241 | Yes (X) | |||
| Ronald Ellis Simmons | |||||||||
| Director | 4 | 0 | $198,000 | $30,000 | $0 | Yes (X) | |||
| Gregory Carter | |||||||||
| Chief Transformation Officer | 40 | 0 | Yes (X) | $200,000 | $0 | $0 | |||
| Tommy Dan Phillips | |||||||||
| Director | 4 | 0 | $135,000 | $0 | $0 | Yes (X) | |||
| Alexia Selene Elliott | |||||||||
| Director | 4 | 0 | $105,000 | $30,000 | $0 | Yes (X) | |||
| Steven Dudley Oldham | |||||||||
| Director | 4 | 0 | $105,000 | $30,000 | $0 | Yes (X) | |||
| William Francis Quinn | |||||||||
| Director | 4 | 0 | $130,000 | $0 | $0 | Yes (X) | |||
| Kristina Rose Koncaba | |||||||||
| Director | 4 | 0 | $120,000 | $0 | $0 | Yes (X) | |||
| Brett Baker Flagg | |||||||||
| Director | 4 | 0 | $120,000 | $0 | $0 | Yes (X) | |||
| Gary Gibson | |||||||||
| Director | 4 | 0 | $115,000 | $0 | $0 | Yes (X) | |||
| Kevin Mart Robnett | |||||||||
| Director | 4 | 0 | $105,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,641,487 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $90,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,368,931 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 556 | 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 | $16,512,441 |
| TECHHEALTH INC | |||||
| PO BOX 206774 | DALLAS | TX | 75320 | Medical and Healthcare | $13,463,253 |
| MEMORIAL HERMANN HOSPITAL HEAL | |||||
| PO BOX 301208 | DALLAS | TX | 75303 | Medical and Healthcare | $10,521,195 |
| ALIGN NETWORKS INC | |||||
| PO BOX 105159 | ATLANTA | GA | 30348 | Medical and Healthcare | $9,130,497 |
| TMC PROVIDER GROUP PLLC | |||||
| 13722 EMBASSY ROW | SAN ANTONIO | TX | 78216 | Medical and Healthcare | $3,537,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 375 | 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 | $1,083,347,155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,083,347,155 | 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 | $1,083,347,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $328,751,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $62,370 | UnrelatedBusinessRevenueAmt |
| Exclusion | $328,689,585 | 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 | $847,825 | 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 | $847,825 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $847,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $847,825 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,117,931,554 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,999,555,136 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,376,418 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,376,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,673,642 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,702,776 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Finance and Service Charges | 524126 | $833,962 | $833,962 | $0 | $0 |
| Retroactive Reinsurance | 524126 | $24,800 | $24,800 | $0 | $0 |
| Shared Services Income | 524126 | $5,698 | $0 | $0 | $5,698 |
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 | $864,460 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,532,187,813 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,084,205,917 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,736,012 | UnrelatedBusinessRevenueAmt |
| Exclusion | $441,245,884 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,597,833 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,096 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,010,418 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,197,216 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,040,438 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,428,118 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,133,404 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,665 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,646 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,202 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,389,738 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,381,984 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,929,325 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,068,683 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,403,435 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,596,371 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,560,875 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,846 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,787 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583,451 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,653 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Losses Incurred & Loss adjustment expense | $446,843,583 |
| Dividends to Policyholders | $372,249,585 |
| Net Commission and brokerage | $145,889,074 |
| Unrelated Business Income Tax | $1,507,538 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,363,403 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,092,367 | 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 | -$29,234,788 | BOYAmt |
| EOY | -$29,590,726 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,603,019 | BOYAmt |
| EOY | $163,586,605 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,925,051 | BOYAmt |
| EOY | $480,367,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,687,413 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,536,241 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,552,706 | BOYAmt |
| EOY | $91,151,172 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,809,735,333 | BOYAmt |
| EOY | $6,041,419,005 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,403,066 | BOYAmt |
| EOY | $1,768,127,464 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,599,029 | BOYAmt |
| EOY | $51,071,240 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,419,583,416 | BOYAmt |
| EOY | $8,566,132,270 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,932,442 | BOYAmt |
| EOY | $113,450,155 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,135,691 | BOYAmt |
| EOY | $536,034,419 | 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 | $2,880,413,558 | BOYAmt |
| EOY | $2,869,526,901 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,541,481,691 | BOYAmt |
| EOY | $3,519,011,475 | 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 | $4,878,101,725 | BOYAmt |
| EOY | $5,047,120,795 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,878,101,725 | BOYAmt |
| EOY | $5,047,120,795 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,419,583,416 | BOYAmt |
| EOY | $8,566,132,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $216,095,446 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$37,360,261 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,716,115 | 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 | $100,778,265 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,103,762 | DepreciationAmt |
| Book Value | $82,674,503 | 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 | $10,432,479 | DepreciationAmt |
| Book Value | $303,263 | 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 | $91,151,172 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (44 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARES GLOBAL MULTI-ASSET CREDIT FD | $51,632,920 | F |
| AUDAX DLS FUND II B-1 FEEDER LLC | $35,078,199 | F |
| CHURCHILL MID MKT SR LN FUND IV LP | $157,884,377 | F |
| CHURCHILL MID MKT SR LN FUND V LP | $20,757,373 | F |
| GOLUB CAPITAL PEARLS DLP LP | $12,560,555 | F |
| NM FOUR COLUMNS JR CAP FD VI LP | $36,575,116 | F |
| NM BROOKS & WHITTLE CO-INVEST | $4,323,774 | F |
| NM MONARCH CO-INVEST | $3,703,947 | F |
| SHENKMAN MULTI-ASSET CREDIT FUND | $42,085,309 | F |
| WA EMERGING MARKETS LOCAL DEBT | $4,590,117 | F |
| WA FLOATING RATE HIGH INCOME FUND | $14,625,213 | F |
| WA OPPORTUNISTIC US$ HIGH YIELD | $15,306,663 | F |
| WA US OPP STRUCTURED SEC LLC | $7,065,977 | F |
| AUDAX DLS CO-INVEST FUND 5 LP | $20,346,413 | F |
| CARLYLE CREDIT OPPORTUNITIES TX CO-INVEST LLC | $12,633,692 | F |
| AMFAM VC FUND III LP | $8,773,271 | F |
| AMFAM VC FUND IV LP | $4,226,583 | F |
| NM CAPITAL EQUITY FUND VII | $2,316,745 | F |
| NM REGAL CO-INVEST | $243,867 | F |
| PARAMETRIC DEFENSIVE EQTY FUND LLC | $87,684,676 | F |
| SILCHESTER INTL VALUE EQUITY TRUST | $164,562,392 | F |
| SPRUCEGROVE ACW EX US FUND | $138,240,945 | F |
| CLARION LION PROPERTIES FUND | $98,901,292 | F |
| HEITMAN CORE RE DEBT INCOME TR LP | $20,474,685 | F |
| PRINCIPAL RE DEBT FUND II LP | $7,318,737 | F |
| PRINCIPAL RE DEBT FUND III LP | $62,869,255 | F |
| RREEF AMERICA II LP | $70,212,022 | F |
| USAA EAGLE REAL ESTATE LP | $118,530,493 | F |
| ARES PATHFINDER FUND LP | $95,153,859 | F |
| ARES PATHFINDER FUND II LP | $15,646,797 | F |
| ARROW CREDIT OPPTY FUND II LP | $44,200,000 | F |
| CARLYLE CREDIT OPPTY FUND II LP | $66,769,559 | F |
| CL ORANJE CO-INVEST LP | $3,184,000 | F |
| CL RAIDERS CO-INVEST | $119,791 | F |
| CRESTLINE OPPORTUNITY FUND III LTD | $17,352,000 | F |
| CRESTLINE OPPORTUNITY FUND IV LTD | $54,078,000 | F |
| ELLIOTT ASSOCIATES LP | $107,586,741 | F |
| ENCAP DOUBLE EAGLE IV CO-INVEST | $3,519,637 | F |
| ENCAP ENERGY CAPITAL FUND XII LP | $13,653,422 | F |
| ENCAP GRAYSON MILL III CO-INVEST | $800,192 | F |
| GSO CREDIT ALPHA FUND II LP | $6,316,000 | F |
| PARTNERS FUND | $67,900,000 | F |
| PARTNERS GROUP RE SECOND 2013A LP | $18,444,880 | F |
| SIXTH STREET TAO PARTNERS E LP | $29,877,978 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,768,127,464 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| Reserves for losses and loss adjustment expense | $2,855,395,537 |
| Policyholder balances | $0 |
| Payable for securities | $2,868,524 |
| Advanced premiums | $7,694,176 |
| Amounts withheld/retained by company | $3,332,188 |
| Retroactive reinsurance reserve | $192,000 |
| Provisions for reinsurance | $3,000 |
| Advanced rental income | $41,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,869,526,901 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,491,034,606 | 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 | $1,491,034,606 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,153,207 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $41,153,207 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,532,187,813 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,274,939,160 | 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 | $1,274,939,160 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,153,207 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $41,153,207 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,316,092,367 | 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 | $172,630,189 |
| Central America and the Caribbean | Investments | $52,430,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $225,060,388 | 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 (172 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 | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DEL MAR COLLEGE FOUNDATION | |||||||||||
| 101 BALDWIN BOULEVARD | CORPUS CHRISTI | TX | 78404 | 742286234 | 501(c)3 | $100,000 | College Safety Grant | ||||
| SOUTH TEXAS COLLEGE | |||||||||||
| PO Box 9701 | McAllen | TX | 78502 | 742683499 | 501(c)3 | $100,000 | College Safety Grant | ||||
| AMARILLO AREA FOUNDATION | |||||||||||
| 919 S Polk | Amarillo | TX | 79101 | 750978220 | 501(c)3 | $25,000 | Disaster Relief Funds | ||||
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | |||||||||||
| 3000 PEGASUS PARK DR SUITE 930 | DALLAS | TX | 75247 | 752890371 | 501(c)3 | $25,000 | Disaster Relief Funds | ||||
| BAKERRIPLEY | |||||||||||
| PO BOX 231808 | HOUSTON | TX | 77223 | 237062976 | 501(c)3 | $25,000 | Disaster Relief Funds | ||||
| UNITED WAY OF GREATER HOUSTON | |||||||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | 741167964 | 501(c)3 | $75,000 | Disaster Relief Funds | ||||
| HOUSTON GALVESTON AREA FOOD BANK INC | |||||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | 742181456 | 501(c)3 | $25,000 | Disaster Relief Funds | ||||
| THE ONESTAR FOUNDATION | |||||||||||
| 2200 E Martin Luther King Jr Blvd | Austin | TX | 78722 | 200166368 | 501(c)3 | $100,000 | Disaster Relief Funds | ||||
| TEXSAR INC | |||||||||||
| 13501 RANCH RD 12 STE 103 | WIMBERLEY | TX | 78676 | 841644603 | 501(c)3 | $375,000 | Disaster Relief Funds | ||||
| HANNON CUP ASSOCIATION | |||||||||||
| 1001 S CAPITAL OF TEXAS HWY | WESTLAKE HILLS | TX | 78746 | 320059776 | 501(c)3 | $10,000 | Generational Learning | BLDG M100 | |||
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | |||||||||||
| 3000 PEGASUS PARK DR SUITE 930 | DALLAS | TX | 75247 | 752890371 | 501(c)3 | $100,000 | Generational Learning | ||||
| WEST HOUSTON ASSISTANCE MINISTRIES | |||||||||||
| PO BOX 421639 | HOUSTON | TX | 77242 | 760001309 | 501(c)3 | $100,000 | Generational Learning | ||||
| VINCARE SERVICES OF AUSTIN FOUNDATION DBA SAINT LOUISE HOUSE | |||||||||||
| PO BOX 150637 | AUSTIN | TX | 78715 | 742968167 | 501(c)3 | $100,000 | Generational Learning | ||||
| VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT (VIDA) | |||||||||||
| 417 S OHIO AVE | MERCEDES | TX | 78570 | 742768931 | 501(c)3 | $100,000 | Generational Learning | ||||
| UNITED WAY OF THE CROSSROADS | |||||||||||
| PO BOX 4031 | VICTORIA | TX | 77903 | 746024990 | 501(c)3 | $75,000 | 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 | ||||
| UNBOUND NOW | |||||||||||
| 4300 W WACO DR STE 2 BLDG B-244 | WACO | TX | 76710 | 844960264 | 501(c)3 | $100,000 | Generational Learning | ||||
| THE FAMILY PLACE INC | |||||||||||
| PO BOX 7999 | DALLAS | TX | 75209 | 751590896 | 501(c)3 | $100,000 | Generational Learning | ||||
| CANCER CARE SERVICES | |||||||||||
| 623 SOUTH HENDERSON STREET | FORT WORTH | TX | 76104 | 751025511 | 501(c)3 | $87,500 | Generational Learning | ||||
| BUCKNER CHILDREN AND FAMILY SERVICES | |||||||||||
| 700 N PEARL STREET SUITE 1200 | DALLAS | TX | 75201 | 752571395 | 501(c)3 | $100,000 | Generational Learning | ||||
| BOYS AND GIRLS CLUB OF BRAZORIA COUNTY | |||||||||||
| 4005 TECHNOLOGY ROAD SUITE 2120 | ANGLETON | TX | 77515 | 741688545 | 501(c)3 | $70,000 | Generational Learning | ||||
| BOYS & GIRLS CLUBS OF GREATER HOUSTON | |||||||||||
| PO BOX 676465 | DALLAS | TX | 75267 | 760270942 | 501(c)3 | $100,000 | Generational Learning | ||||
| BETHESDA HEALTH CLINIC | |||||||||||
| 409 W FERGUSON | TYLER | TX | 75703 | 260036674 | 501(c)3 | $50,000 | Generational Learning | ||||
| AUSTIN ACHIEVE PUBLIC SCHOOLS | |||||||||||
| 5908 MANOR RD | AUSTIN | TX | 78723 | 273700807 | 501(c)3 | $100,000 | Generational Learning | ||||
| ARTHUR NAGEL COMMUNITY CLINIC INC | |||||||||||
| PO BOX 519 | BANDERA | TX | 78003 | 770697361 | 501(c)3 | $25,000 | Generational Learning | ||||
| ALAMO WORKFORCE DEVELOPMENT | |||||||||||
| 100 N SANTA ROSA ST STE 120 | SAN ANTONIO | TX | 78207 | 742709309 | 501(c)3 | $100,000 | Generational Learning | ||||
| THE ANDREW S RODDICK FOUNDATION INC | |||||||||||
| 8509 FM 969 BLDG 509 | AUSTIN | TX | 78724 | 200014500 | 501(c)3 | $50,000 | Generational Learning | ||||
| SHARING LIFE COMMUNITY OUTREACH INC | |||||||||||
| 3795 W EMPORIUM CIRCLE | MESQUITE | TX | 75150 | 752831756 | 501(c)3 | $100,000 | Generational Learning | ||||
| SEEDLING FOUNDATION | |||||||||||
| 8001 CENTRE PARK DR STE 140 | AUSTIN | TX | 78754 | 742841791 | 501(c)3 | $25,000 | Generational Learning | ||||
| SAN ANTONIO FOOD BANK | |||||||||||
| 5200 HISTORIC OLD HWY 90 | SAN ANTONIO | TX | 78227 | 742122979 | 501(c)3 | $50,000 | Generational Learning | ||||
| SAMARITAN INN INC | |||||||||||
| 1725 N MCDONALD ST | MCKINNEY | TX | 75071 | 751984285 | 501(c)3 | $75,000 | Generational Learning | ||||
| RESPITE CARE OF SAN ANTONIO INC | |||||||||||
| PO 12633 BOX | SAN ANTONIO | TX | 78212 | 742467770 | 501(c)3 | $45,000 | Generational Learning | ||||
| PERMIAN BASIN REHABILITATION CENTER FOR CRIPPLED CHILDREN AND ADULTS | |||||||||||
| 620 N ALLEGHANEY AVE | ODESSA | TX | 79761 | 750866501 | 501(c)3 | $25,000 | Generational Learning | ||||
| PASO DEL NORTE CHILDREN'S DEVELOPMENT CENTER | |||||||||||
| 1101 E SCHUSTER AVE | EL PASO | TX | 79902 | 741312313 | 501(c)3 | $100,000 | Generational Learning | ||||
| PANHANDLE COMMUNITY SERVICES | |||||||||||
| 1309 SW 8TH AVENUE | AMARILLO | TX | 79101 | 756049423 | 501(c)3 | $100,000 | Generational Learning | ||||
| NEHEMIAH CENTER INC | |||||||||||
| 5015 FANNIN ST | HOUSTON | TX | 77004 | 760437157 | 501(c)3 | $35,000 | Generational Learning | ||||
| LUTHERAN SOCIAL SERVICES OF THE SOUTH INC DBA UPBRING | |||||||||||
| 8305 CROSS PARK DRIVE | AUSTIN | TX | 78754 | 741109745 | 501(c)3 | $90,000 | Generational Learning | ||||
| HOUSTON AREA WOMEN'S CENTER INC | |||||||||||
| 3077 EL CAMINO ST | HOUSTON | TX | 77054 | 742029166 | 501(c)3 | $75,000 | Generational Learning | ||||
| FOUNDATION FOR AUTISM CARE EDUCATION AND SERVICES | |||||||||||
| 13121 LOUETTA ROAD STE 1360 | CYPRESS | TX | 77429 | 204767823 | 501(c)3 | $25,000 | Generational Learning | ||||
| FOR OAK CLIFF | |||||||||||
| 907 E LEDBETTER DR | DALLAS | TX | 75216 | 813768369 | 501(c)3 | $100,000 | Generational Learning | ||||
| BONTON ENTERPRISES | |||||||||||
| 2612 VALENTINE ST | DALLAS | TX | 75215 | 813243887 | 501(c)3 | $50,000 | Generational Learning | ||||
| BAKERRIPLEY | |||||||||||
| PO BOX 231808 | HOUSTON | TX | 77223 | 237062976 | 501(c)3 | $56,000 | Generational Learning | ||||
| OPEN DOOR PRESCHOOLS | |||||||||||
| PO BOX 302527 | AUSTIN | TX | 78703 | 741834374 | 501(c)3 | $50,000 | Generational Learning | ||||
| NORTH TEXAS PUBLIC BROADCASTING | |||||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | 752084961 | 501(c)3 | $47,500 | Generational Learning | ||||
| NEW BRAUNFELS CHRISTIAN MINISTRIES | |||||||||||
| 169 S HICKORY AVE | NEW BRAUNFELS | TX | 78130 | 262221231 | 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 | ||||
| MIDLAND CHILDREN'S REHABILITATION CENTER | |||||||||||
| 802 VENTURA | MIDLAND | TX | 79705 | 750912521 | 501(c)3 | $25,000 | Generational Learning | ||||
| METHODIST CHILDREN'S HOME | |||||||||||
| 1111 HERRING AVENUE | WACO | TX | 76708 | 741109750 | 501(c)3 | $100,000 | Generational Learning | ||||
| MARTHA'S HOME INC | |||||||||||
| 1204 SW 18TH AVENUE | AMARILLO | TX | 79102 | 752232697 | 501(c)3 | $30,000 | Generational Learning | ||||
| MANSFIELD MISSION CENTER INC | |||||||||||
| 78 REGENCY PARKWAY | MANSFIELD | TX | 76063 | 364753862 | 501(c)3 | $33,000 | Generational Learning | ||||
| HEALTH ALLIANCE FOR AUSTIN MUSICIANS | |||||||||||
| 3036 S 1ST STREET | AUSTIN | TX | 78704 | 200376378 | 501(c)3 | $50,000 | Generational Learning | ||||
| GOODWILL INDUSTRIES OF EAST TEXAS INC | |||||||||||
| 409 W LOCUST STREET | TYLER | TX | 75702 | 751478918 | 501(c)3 | $55,000 | Generational Learning | ||||
| FORT BEND COUNTY CHILD ADVOCATES INC | |||||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | 760337426 | 501(c)3 | $47,500 | Generational Learning | ||||
| FARMSHARE AUSTIN | |||||||||||
| 3608 RIVER ROAD | CEDAR CREEK | TX | 78612 | 461200713 | 501(c)3 | $100,000 | Generational Learning | ||||
| FAMILY SERVICES OF SOUTHEAST TEXAS INC | |||||||||||
| 3550 FANNIN | BEAUMONT | TX | 77701 | 741382713 | 501(c)3 | $50,000 | Generational Learning | ||||
| FAMILY SERVICE OF EL PASO | |||||||||||
| 6040 SURETY DRIVE | EL PASO | TX | 79905 | 741152612 | 501(c)3 | $50,000 | Generational Learning | ||||
| EARLY LEARNING CENTERS OF LUBBOCK INC | |||||||||||
| 1639 MAIN ST | LUBBOCK | TX | 79401 | 750940023 | 501(c)3 | $100,000 | Generational Learning | ||||
| COMMUNITY HEALTH DEVELOPMENT INC | |||||||||||
| 908 EVANS ST BUILDING A | UVALDE | TX | 78801 | 742269739 | 501(c)3 | $100,000 | Generational Learning | ||||
| COMMUNITY ACTION CORPORATION OF SOUTH TEXAS | |||||||||||
| PO BOX 1820 | ALICE | TX | 78333 | 741679824 | 501(c)3 | $100,000 | Generational Learning | ||||
| COMMUNITIES IN SCHOOLS OF THE SOUTH PLAINS | |||||||||||
| 1946 AVENUE Q 3RD FLOOR | LUBBOCK | TX | 79411 | 752819581 | 501(c)3 | $100,000 | Generational Learning | ||||
| COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS | |||||||||||
| 3000 SOUTH IH-35 SUITE 200 | AUSTIN | TX | 78704 | 742369020 | 501(c)3 | $40,000 | Generational Learning | ||||
| CLAYTON CHILD CARE INC | |||||||||||
| 600 GRIGGS AVE | FORT WORTH | TX | 76103 | 751485951 | 501(c)3 | $88,000 | Generational Learning | ||||
| CITIZENS EMERGENCY MEDICAL SERVICE INC | |||||||||||
| PO BOX 1556 | CLYDE | TX | 79510 | 752664750 | 501(c)3 | $100,000 | Generational Learning | ||||
| CHILD CARE INC | |||||||||||
| 119 EAST WICHITA STREET | WICHITA FALLS | TX | 76301 | 756000760 | 501(c)3 | $25,000 | Generational Learning | ||||
| CHILD CARE ASSOCIATES | |||||||||||
| 3000 E BELKNAP STREET | FORT WORTH | TX | 76111 | 840587601 | 501(c)3 | $100,000 | Generational Learning | ||||
| CENTRAL TEXAS 4C INC | |||||||||||
| PO BOX 367 | TEMPLE | TX | 76503 | 741796037 | 501(c)3 | $100,000 | Generational Learning | ||||
| CASA DE ESPERANZA DE LOS NINOS INC | |||||||||||
| PO BOX 301209 | HOUSTON | TX | 77230 | 760105306 | 501(c)3 | $35,000 | Generational Learning | ||||
| CANDLELIGHT RANCH FOUNDATION | |||||||||||
| PO BOX 26367 | AUSTIN | TX | 78755 | 742939045 | 501(c)3 | $30,000 | Generational Learning | ||||
| YOUNG MEN'S CHRISTIAN ORGANIZATION | |||||||||||
| 55 N IH 35 | AUSTIN | TX | 78702 | 741193464 | 501(c)3 | $50,000 | Generational Learning | ||||
| EL BUEN SAMARITANO EPISCOPAL MISSION | |||||||||||
| 7000 WOODHUE DRIVE | AUSTIN | TX | 78745 | 742488682 | 501(c)3 | $50,000 | Generational Learning | ||||
| TODOS JUNTOS LEARNING CENTER | |||||||||||
| PO BOX 41213 | AUSTIN | TX | 78704 | 463028927 | 501(c)3 | $50,000 | Generational Learning | ||||
| WONDERS & WORRIES | |||||||||||
| 9101 BURNET RD SUITE 205 | AUSTIN | TX | 78758 | 743012982 | 501(c)3 | $50,000 | Generational Learning | ||||
| SANTA MARIA HOSTEL | |||||||||||
| 2605 PARKER ROAD | HOUSTON | TX | 77093 | 741669131 | 501(c)3 | $50,000 | Generational Learning | ||||
| INTERFAITH MINISTRIES FOR GREATER HOUSTON | |||||||||||
| 3303 MAIN STREET | HOUSTON | TX | 77002 | 741488102 | 501(c)3 | $50,000 | Generational Learning | ||||
| EL PASO COMMUNITY FOUNDATION | |||||||||||
| 333 N OREGON ST 2ND FLOOR | EL PASO | TX | 79901 | 741839536 | 501(c)3 | $50,000 | Generational Learning | ||||
| AVANCE INC | |||||||||||
| 824 BROADWAY ST SUITE 204 | SAN ANTONIO | TX | 78215 | 741769114 | 501(c)3 | $125,000 | Generational Learning | ||||
| FOUNDATION COMMUNITIES INC | |||||||||||
| 3000 S IH 35 STE 300 | AUSTIN | TX | 78704 | 742563260 | 501(c)3 | $100,000 | Generational Learning | ||||
| CMC FOUNDATION OF CENTRAL TEXAS | |||||||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | 200468031 | 501(c)3 | $100,000 | Generational Learning | ||||
| TORCH FOUNDATION | |||||||||||
| 3309 FOREST CREEK DR UNIT 305 | ROUND ROCK | TX | 78664 | 208911377 | 501(c)3 | $142,000 | Generational Learning | ||||
| UNITED WAY FOR GREATER AUSTIN | |||||||||||
| 5930 MIDDLE FISKVILLE RD 5TH FLOOR | AUSTIN | TX | 78752 | 741193439 | 501(c)3 | $250,000 | Generational Learning | ||||
| Philanthropy Advocates Early Childhood Education Fund | |||||||||||
| C/O ISABEL WEEDEN | WACO | TX | 76701 | 746054628 | 501(c)3 | $100,000 | Generational Learning | 1224 AUSTIN AVENUE STE 100 | |||
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL TEXAS INC | |||||||||||
| 1315 BARBARA JORDAN BOULEVARD | AUSTIN | TX | 78723 | 742277664 | 501(c)3 | $150,000 | Generational Learning | ||||
| ASSET FUNDERS NETWORK | |||||||||||
| 2045 W GRAND AVE | CHICAGO | IL | 60612 | 831215288 | 501(c)3 | $125,000 | Generational Learning | STE B 50387 | |||
| Texas 2036 | |||||||||||
| 210 W 7TH ST STE 1100 | AUSTIN | TX | 78701 | 813063099 | 501(c)3 | $600,000 | Generational Learning | ||||
| UNITED WAY OF GREATER HOUSTON | |||||||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | 741167964 | 501(c)3 | $450,000 | Generational Learning | ||||
| Aspen Institute | |||||||||||
| 2300 N Street NW Suite 700 | WASHINGTON | DC | 20037 | 840399006 | 501(c)3 | $101,333 | Workforce Development & Safety Training | ||||
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | |||||||||||
| 3000 PEGASUS PARK DR SUITE 930 | DALLAS | TX | 75247 | 752890371 | 501(c)3 | $200,000 | Workforce Development & Safety Training | ||||
| WORKSOURCE GREATER AUSTIN AREA WORKFORCE BOARD | |||||||||||
| 9001 N IH 35 | AUSTIN | TX | 78753 | 742327454 | 501(c)3 | $220,000 | Workforce Development & Safety Training | STE 110 | |||
| Catholic Charities Diocese of Fort Worth Inc | |||||||||||
| PO Box 15610 | FORT WORTH | TX | 76119 | 750808769 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| FOUNDATION FOR A GLOBALLY COMPETITIVE TEXAS | |||||||||||
| 816 Congress Ave | AUSTIN | TX | 78701 | 205645189 | 501(c)3 | $100,000 | Workforce Development & Safety Training | Suite 990 | |||
| COMMUNITIES FOUNDATION OF TEXAS | |||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | 501(c)3 | $500,000 | Workforce Development & Safety Training | ||||
| COMMUNITY COUNCIL OF GREATER DALLAS | |||||||||||
| 1341 W MOCKINGBIRD STE 1000W | DALLAS | TX | 75247 | 750800631 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| CODE 2 COLLEGE | |||||||||||
| 19112 LEIGH LANE | PFLUGERVILLE | TX | 78660 | 812361556 | 501(c)3 | $40,000 | Workforce Development & Safety Training | ||||
| CITIZENS FOR EDUCATIONAL EXCELLENCE | |||||||||||
| PO BOX 261125 | CORPUS CHRISTI | TX | 78426 | 753137924 | 501(c)3 | $95,000 | Workforce Development & Safety Training | ||||
| CENTRAL TEXAS FOOD BANK | |||||||||||
| 6500 METROPOLIS DRIVE | AUSTIN | TX | 78744 | 742217350 | 501(c)3 | $75,000 | Workforce Development & Safety Training | ||||
| PRO-ACTION INC | |||||||||||
| 1400 GEORGE DIETER DR STE 260 | EL PASO | TX | 79936 | 742748374 | 501(c)3 | $45,000 | Workforce Development & Safety Training | ||||
| THE TSTC FOUNDATION | |||||||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76705 | 752892470 | 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 | ||||
| TEXAS TECH FOUNDATION INC | |||||||||||
| PO BOX 45025 | LUBBOCK | TX | 79409 | 756043842 | 501(c)3 | $55,000 | Workforce Development & Safety Training | ||||
| TEXAS RESTAURANT ASSOCIATION EDUCATION FOUNDATION | |||||||||||
| 512 EAST RIVERSIDE DR STE 250 | AUSTIN | TX | 78704 | 742732907 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| CAMP FIRE FIRST TEXAS | |||||||||||
| 2700 MEACHAM BLVD | FORT WORTH | TX | 76137 | 750851201 | 501(c)3 | $68,000 | Workforce Development & Safety Training | ||||
| SKILLPOINT ALLIANCE | |||||||||||
| 8868 RESEARCH BLVD STE 505 | AUSTIN | TX | 78758 | 742704188 | 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 | ||||
| SCHOLARSHOT INC | |||||||||||
| 2904 SWISS AVE | DALLAS | TX | 75204 | 270232250 | 501(c)3 | $25,000 | Workforce Development & Safety Training | ||||
| BREAKTHROUGH | |||||||||||
| 3100 E 5TH STREET SUITE 375 | AUSTIN | TX | 78702 | 742991346 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| RESTORE EDUCATION | |||||||||||
| 4205 SAN PEDRO AVENUE | SAN ANTONIO | TX | 78212 | 262966263 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| BRAZOS VALLEY FOOD BANK | |||||||||||
| 1501 INDEPENDENCE BLVD | BRYAN | TX | 77803 | 742380446 | 501(c)3 | $40,000 | Workforce Development & Safety Training | ||||
| PELOTONU | |||||||||||
| 701 TILLERY STREET STE 12 | AUSTIN | TX | 78702 | 460920019 | 501(c)3 | $88,000 | Workforce Development & Safety Training | ||||
| WACO CHAMBER OF COMMERCE COMMUNITY DEVELOPMENT FOUNDATION | |||||||||||
| 101 SOUTH 3RD ST | WACO | TX | 76701 | 752420690 | 501(c)3 | $55,000 | Workforce Development & Safety Training | ||||
| BOYS AND GIRLS CLUBS OF HARLINGEN | |||||||||||
| PO BOX 1982 | HARLINGEN | TX | 78550 | 741546529 | 501(c)3 | $40,000 | Workforce Development & Safety Training | ||||
| NONPAREIL INSTITUTE | |||||||||||
| PO BOX 260652 | PLANO | TX | 75026 | 263351005 | 501(c)3 | $25,000 | Workforce Development & Safety Training | ||||
| UNION GOSPEL MISSION OF TARRANT COUNTY | |||||||||||
| PO BOX 1957 | FORT WORTH | TX | 76101 | 756054677 | 501(c)3 | $75,000 | Workforce Development & Safety Training | ||||
| BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY | |||||||||||
| 3218 E BELKNAP ST | FORT WORTH | TX | 76111 | 750808785 | 501(c)3 | $65,000 | Workforce Development & Safety Training | ||||
| NEXTOP INC | |||||||||||
| PO BOX 266 | HOUSTON | TX | 77001 | 471429344 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| 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 | ||||
| BOYS & GIRLS CLUB OF NORTHEAST TEXAS | |||||||||||
| PO BOX 1876 | GREENVILLE | TX | 75403 | 752174005 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| MY POSSIBILITIES | |||||||||||
| 3601 MAPLESHADE LANE | PLANO | TX | 75075 | 261509133 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| AMERICAN YOUTHWORKS | |||||||||||
| 1901 EAST BEN WHITE BLVD | AUSTIN | TX | 78741 | 742197942 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| MARBRIDGE FOUNDATION INC | |||||||||||
| PO BOX 2250 | MANCHACA | TX | 78652 | 741183095 | 501(c)3 | $40,000 | Workforce Development & Safety Training | ||||
| MY CONNECT COMMUNITY | |||||||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | 811424233 | 501(c)3 | $88,000 | Workforce Development & Safety Training | ||||
| GOODWILL INDUSTRIES OF SAN ANTONIO | |||||||||||
| 406 W COMMERCE | SAN ANTONIO | TX | 78207 | 741238444 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| MOMENTUM EDUCATION | |||||||||||
| PO BOX 66146 | HOUSTON | TX | 77266 | 844102530 | 501(c)3 | $40,000 | Workforce Development & Safety Training | ||||
| LUBBOCK CHAMBER OF COMMERCE FOUNDATION | |||||||||||
| 1500 BROADWAY STE 101 | LUBBOCK | TX | 79401 | 752081274 | 501(c)3 | $88,000 | 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 | ||||
| JAIL TO JOBS | |||||||||||
| PO BOX 2737 | CEDAR PARK | TX | 78630 | 271601066 | 501(c)3 | $88,000 | Workforce Development & Safety Training | ||||
| GOODWILL INDUSTRIES OF CENTRAL TEXAS INC | |||||||||||
| 1015 NORWOOD PARK BLVD | AUSTIN | TX | 78753 | 741322808 | 501(c)3 | $75,000 | Workforce Development & Safety Training | ||||
| HOUSTONS CAPITAL INVESTING IN DEVELOPMENT AND EMPLOYMENT OF ADULTS INC | |||||||||||
| 2101 CRAWFORD ST STE 211 | HOUSTON | TX | 77002 | 472462360 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| HOSPICE OF TEXARKANA INC | |||||||||||
| 2407 GALLERIA OAKS DR | TEXARKANA | TX | 75503 | 752025071 | 501(c)3 | $34,000 | Workforce Development & Safety Training | ||||
| TEXAS A&M UNIVERSITY - KINGSVILLE FOUNDATION | |||||||||||
| 700 UNVERSITY BLVD MSC 173 | KINGSVILLE | TX | 78363 | 237166534 | 501(c)3 | $65,000 | Workforce Development & Safety Training | ||||
| HOME BUILDERS INSTITUTE | |||||||||||
| 1201 15TH ST NW 6TH FLOOR | WASHINGTON | DC | 20005 | 521266885 | 501(c)3 | $85,000 | 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 | ||||
| GOOD WORK AUSTIN | |||||||||||
| 1900 SIMOND AVE STE 100 | AUSTIN | TX | 78722 | 834589863 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| FRIENDSWOOD ISD EDUCATION FOUNDATION | |||||||||||
| 302 LAUREL DRIVE | FRIENDSWOOD | TX | 77546 | 760606614 | 501(c)3 | $25,000 | Workforce Development & Safety Training | ||||
| MID COAST CONSTRUCTION ACADEMY TRUST | |||||||||||
| 1408 N BEN JORDAN ST | VICTORIA | TX | 77901 | 836104322 | 501(c)3 | $30,000 | Workforce Development & Safety Training | ||||
| CLARITY CHILD GUIDANCE CENTER | |||||||||||
| 8535 TOM SLICK | SAN ANTONIO | TX | 78229 | 741153067 | 501(c)3 | $58,000 | Workforce Development & Safety Training | ||||
| LIFESAVERS FOUNDATION | |||||||||||
| 561 W CAMPBELL RD STE 101 | RICHARDSON | TX | 75080 | 202066448 | 501(c)3 | $25,000 | Workforce Development & Safety Training | ||||
| EL PASOANS FIGHTING HUNGER | |||||||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 79927 | 452893839 | 501(c)3 | $40,000 | Workforce Development & Safety Training | ||||
| EAST HARRIS COUNTY EMPOWERMENT COUNCIL | |||||||||||
| 11821 EAST FREEWAY SUITE STE 500 | HOUSTON | TX | 77029 | 270377576 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| THE GEORGETOWN PROJECT | |||||||||||
| PO BOX 957 | GEORGETOWN | TX | 78627 | 742807713 | 501(c)3 | $25,000 | Workforce Development & Safety Training | ||||
| MISSION ROAD DEVELOPMENTAL CENTER | |||||||||||
| 8706 MISSION RD | SAN ANTONIO | TX | 78214 | 746024405 | 501(c)3 | $32,500 | Workforce Development & Safety Training | ||||
| DRESS FOR SUCCESS AUSTIN | |||||||||||
| 3000 S IH35 STE 180 | AUSTIN | TX | 78704 | 134220559 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| LATCHED SUPPORT INC | |||||||||||
| 8102 MIDCROWN DRIVE | WINDCREST | TX | 78239 | 822701432 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| CRISTO REY FORT WORTH CATHOLIC HIGH SCHOOL | |||||||||||
| 2633 ALTAMESA BLVD | FORT WORTH | TX | 76133 | 474720831 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| COMMUNITY FAMILY CENTERS | |||||||||||
| 7524 AVENUE E | HOUSTON | TX | 77012 | 741691632 | 501(c)3 | $44,000 | Workforce Development & Safety Training | ||||
| GREATER WACO COLLECTIVE IMPACT INITIATIVE | |||||||||||
| 1105 WOODED ACRES DR STE 400 | WACO | TX | 76710 | 465714986 | 501(c)3 | $95,000 | Workforce Development & Safety Training | ||||
| HOUSING AND COMMUNITY SERVICES INC | |||||||||||
| 3419 NACOGDOCHES | SAN ANTONIO | TX | 78217 | 742685268 | 501(c)3 | $30,000 | Workforce Development & Safety Training | ||||
| WORKFORCE SOLUTIONS SOUTHEAST TEXAS INC | |||||||||||
| PO BOX 3607 | BEAUMONT | TX | 77704 | 710890212 | 501(c)3 | $85,000 | Workforce Development & Safety Training | ||||
| TEXAS SOUTHMOST COLLEGE FOUNDATION | |||||||||||
| 80 FORT BROWN | BROWNSVILLE | TX | 78520 | 742338565 | 501(c)3 | $50,000 | Workforce Development & Safety Training | ||||
| NPOWER INC | |||||||||||
| 1402 CORINTH ST STE 137 | DALLAS | TX | 75215 | 134145441 | 501(c)3 | $45,000 | Workforce Development & Safety Training | ||||
| WILEY UNIVERSITY | |||||||||||
| 711 WILEY AVE | MARSHALL | TX | 75670 | 750818183 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| TEACH FOR AMERICA INC | |||||||||||
| PO BOX 843423 | DALLAS | TX | 75284 | 133541913 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| SAN ANTONIO LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED | |||||||||||
| 2305 ROOSEVELT AVE | SAN ANTONIO | TX | 78210 | 741339051 | 501(c)3 | $60,000 | Workforce Development & Safety Training | ||||
| LUBBOCK AREA UNITED WAY | |||||||||||
| 1655 MAIN ST STE 101 | LUBBOCK | TX | 79401 | 750961812 | 501(c)3 | $100,000 | Workforce Development & Safety Training | ||||
| STATE FIREMENS AND FIRE MARSHALS ASSOCIATION OF TEXAS | |||||||||||
| PO BOX 1709 | MANCHACA | TX | 78652 | 741707516 | 501(c)3 | $300,000 | Workforce Development & Safety Training | ||||
| LAMAR INSTITUTE OF TECHNOLOGY | |||||||||||
| 855 E LAVACA | BEAUMONT | TX | 77705 | 760694136 | $100,000 | College Safety Grant | CECIL BEESON BLDG ROOM 249 | ||||
| ODESSA COLLEGE | |||||||||||
| 201 W UNIVERSITY | ODESSA | TX | 79764 | 756002907 | $100,000 | College Safety Grant | |||||
| EL PASO COMMUNITY COLLEGE DIST | |||||||||||
| PO BOX 20500 | EL PASO | TX | 79998 | 741690850 | $100,000 | College Safety Grant | |||||
| KILGORE COLLEGE | |||||||||||
| ATTN FINANCIAL AID AND SCHOLARSHIP | LONGVIEW | TX | 75662 | 756001909 | $100,000 | College Safety Grant | 1100 BROADWAY | ||||
| TEXARKANA COLLEGE | |||||||||||
| ATTN PRESIDENT | TEXARKANA | TX | 75501 | 756004413 | $100,000 | College Safety Grant | 2500 N ROBISON RD | ||||
| MIDLAND COLLEGE DISTRICT | |||||||||||
| 3600 N GARFIELD STREET | MIDLAND | TX | 79705 | 751403958 | $100,000 | College Safety Grant | |||||
| COLLEGE OF THE MAINLAND | |||||||||||
| 1200 AMBURN ROAD | TEXAS CITY | TX | 77591 | 741555808 | $100,000 | College Safety Grant | |||||
| AMARILLO JUNIOR COLLEGE DISTRICT | |||||||||||
| P O BOX 447 | AMARILLO | TX | 79178 | 756000031 | $100,000 | College Safety Grant | |||||
| ANGELINA COUNTY JUNIOR COLLEGE | |||||||||||
| VICE PRESIDENT OF BUSINESS | LUFKIN | TX | 75904 | 751244347 | $100,000 | College Safety Grant | 3500 SOUTH FIRST ST | ||||
| 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 | |||||||||||
| ATTN UNIVERSITY ADVANCEMENT | TYLER | TX | 75799 | 756001354 | $150,000 | Generational Learning | 3900 UNIVERSITY BLVD | ||||
| TRIO EDUCATION LLC | |||||||||||
| 11413 TODD STREET | HOUSTON | TX | 77055 | 843902797 | $60,000 | Workforce Development & Safety Training | |||||
| TYLER JUNIOR COLLEGE | |||||||||||
| PO BOX 9020 | TYLER | TX | 75711 | 756002676 | $98,000 | Workforce Development & Safety Training | |||||
| LAMAR INSTITUTE OF TECHNOLOGY | |||||||||||
| PO BOX 10043 | BEAUMONT | TX | 77710 | 760694136 | $100,000 | Workforce Development & Safety Training | |||||
| UNITED WAY FOR GREATER AUSTIN | |||||||||||
| 5930 Middle Fiskville Road | Austin | TX | 78752 | 741193439 | 501(c)3 | 5th floor Room 505-4 | $49,932 | Gross proceeds from sale and/or estimated fair market value | Three vehicles donated | ||
| American Heart Association Inc | |||||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501(c)3 | $78,511 | Estimated fair market value | Three vehicles donated | |||
| Texas Can Cars for Kids | |||||||||||
| 7100 Marvin D Love Freeway | Dallas | TX | 75237 | 462077931 | 501(c)3 | $48,190 | Estimated fair market value | Two vehicles donated | |||
| Literacy Coalition of the Permian Basin | |||||||||||
| 3500 N A St Suite 2700 | Midland | TX | 79705 | 871306190 | 501(c)3 | $22,072 | Estimated fair market value | One vehicle donated | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 157 | Total501c3OrgCnt |
| Total Other Org | 14 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (35 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships for students attending ABILENE CHRISTIAN UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending BAYLOR UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending BLINN COLLEGE | 2 | $13,200 |
| Scholarships for students attending COLLEGE OF SOUTHERN NEVADA | 1 | $13,200 |
| Scholarships for students attending DEL MAR COLLEGE | 1 | $6,600 |
| Scholarships for students attending HILLSBOROUGH COMMUNITY COLLEGE | 1 | $13,200 |
| Scholarships for students attending HUSTON-TILLOTSON UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending KILGORE COLLEGE | 1 | $6,600 |
| Scholarships for students attending LAMAR UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending LONE STAR COLLEGE | 1 | $6,600 |
| Scholarships for students attending MIDWESTERN STATE UNIVERSITY | 2 | $19,800 |
| Scholarships for students attending ODESSA COLLEGE | 1 | $6,339 |
| Scholarships for students attending SALEM STATE UNIVERSITY | 2 | $26,400 |
| Scholarships for students attending SAM HOUSTON STATE UNIVERSITY | 1 | $13,200 |
| Scholarships for students attending SAN JACINTO COMMUNITY COLLEGE FOUNDATION PASADENA TX | 2 | $12,068 |
| Scholarships for students attending SOUTH PLAINS COLLEGE | 1 | $13,127 |
| Scholarships for students attending SOUTHWEST TEXAS JUNIOR COLLEGE | 1 | $6,600 |
| Scholarships for students attending TARLETON STATE UNIVERSITY | 2 | $13,200 |
| Scholarships for students attending TEXAS A&M UNIVERSITY | 5 | $36,775 |
| Scholarships for students attending TEXAS A&M UNIVERSITY SAN ANTONIO | 1 | $6,600 |
| Scholarships for students attending TEXAS STATE UNIVERSITY SAN MARCOS | 2 | $26,400 |
| Scholarships for students attending TEXAS TECH UNIVERSITY | 2 | $19,800 |
| Scholarships for students attending TEXAS WOMENS UNIVERSITY | 1 | $16,500 |
| Scholarships for students attending The University of Texas at El Paso | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF HOUSTON | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF LOUISIANA AT LAFAYETTE | 1 | $6,600 |
| Scholarships for students attending UNIVERSITY OF NORTH TEXAS | 2 | $26,400 |
| Scholarships for students attending UNIVERSITY OF SOUTH FLORIDA | 1 | $18,150 |
| Scholarships for students attending UNIVERSITY OF ST THOMAS | 2 | $13,200 |
| Scholarships for students attending UNIVERSITY OF TEXAS RIO GRANDE | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF THE INCARNATE WORD | 1 | $13,200 |
| Scholarships for students attending UNIVERSITY OF UTAH | 2 | $33,000 |
| Scholarships for students attending VICTORIA COLLEGE | 1 | $6,061 |
| Scholarships for students attending WEATHERFORD COLLEGE | 2 | $11,700 |
| Scholarships for students attending WHARTON COUNTY JUNIOR COLLEGE | 1 | $6,600 |
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/or 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 | $738,821 | $0 | $712,599 | $0 | $96,674 | $0 | $158,425 | $0 | $10,224 | $0 | $1,716,743 | $0 | $78,980 | $0 |
| Leonard Johnson | ||||||||||||||
| SVP Investments | $520,756 | $0 | $244,709 | $0 | $129,374 | $0 | $41,556 | $0 | $10,224 | $0 | $946,619 | $0 | $0 | $0 |
| Paul Schlaud | ||||||||||||||
| SVP Enterprise Affairs & General Counsel | $467,536 | $0 | $339,681 | $0 | $11,389 | $0 | $78,654 | $0 | $30,520 | $0 | $927,780 | $0 | $0 | $0 |
| Willard Potter | ||||||||||||||
| SVP & CFO | $495,674 | $0 | $230,188 | $0 | $37,722 | $0 | $94,820 | $0 | $31,194 | $0 | $889,598 | $0 | $26,090 | $0 |
| Michael Hernandez | ||||||||||||||
| Chief Data Officer | $407,521 | $0 | $196,629 | $0 | $63,880 | $0 | $41,556 | $0 | $23,750 | $0 | $733,336 | $0 | $0 | $0 |
| Jeannette Sprague | ||||||||||||||
| SVP & Chief Information Officer | $319,504 | $0 | $183,351 | $0 | $114,194 | $0 | $41,556 | $0 | $20,236 | $0 | $678,841 | $0 | $0 | $0 |
| Kim Haugaard | ||||||||||||||
| SVP Policyholder Services | $362,819 | $0 | $172,480 | $0 | $66,153 | $0 | $101,008 | $0 | $13,274 | $0 | $715,734 | $0 | $52,736 | $0 |
| Jeffrey Lentz | ||||||||||||||
| SVP Underwriting | $350,440 | $0 | $173,722 | $0 | $66,731 | $0 | $99,273 | $0 | $33,405 | $0 | $723,571 | $0 | $53,542 | $0 |
| Jo Betsy Norton | ||||||||||||||
| SVP Public Affairs | $348,111 | $0 | $163,438 | $0 | $76,234 | $0 | $41,556 | $0 | $12,224 | $0 | $641,563 | $0 | $0 | $0 |
| Lawrence Martin | ||||||||||||||
| SVP Human Resources | $354,212 | $0 | $168,776 | $0 | $45,383 | $0 | $99,524 | $0 | $11,224 | $0 | $679,119 | $0 | $33,043 | $0 |
| Elise Teeter | ||||||||||||||
| SVP & General Auditor | $299,005 | $0 | $142,266 | $0 | $46,671 | $0 | $82,630 | $0 | $18,780 | $0 | $589,352 | $0 | $35,570 | $0 |
| Gregory Carter | ||||||||||||||
| Chief Transformation Officer | $0 | $0 | $0 | $0 | $200,000 | $0 | $0 | $0 | $0 | $0 | $200,000 | $0 | $0 | $0 |
| Nathan Scott | ||||||||||||||
| VP Investments | $312,806 | $0 | $112,435 | $0 | $32,377 | $0 | $81,086 | $0 | $32,570 | $0 | $571,274 | $0 | $19,881 | $0 |
| Phoebe Murphy | ||||||||||||||
| Chief Actuary & VP of Enterprise Analytics | $288,899 | $0 | $105,268 | $0 | $60,014 | $0 | $78,930 | $0 | $22,452 | $0 | $555,563 | $0 | $49,162 | $0 |
| Shannon Pounds | ||||||||||||||
| VP & Associate General Counsel | $295,636 | $0 | $105,105 | $0 | $43,246 | $0 | $71,020 | $0 | $18,780 | $0 | $533,787 | $0 | $32,246 | $0 |
| Lisa Evans | ||||||||||||||
| VP Distribution & Customer Engagement | $301,255 | $0 | $107,228 | $0 | $31,744 | $0 | $71,888 | $0 | $1,200 | $0 | $513,315 | $0 | $20,604 | $0 |
| Peppia Sherrouse | ||||||||||||||
| VP Claim Operations | $290,212 | $0 | $99,592 | $0 | $41,314 | $0 | $76,720 | $0 | $19,380 | $0 | $527,218 | $0 | $29,153 | $0 |
| Beverly Harris | ||||||||||||||
| VP Corporate Strategy & Product | $283,885 | $0 | $104,898 | $0 | $40,279 | $0 | $76,992 | $0 | $20,700 | $0 | $526,754 | $0 | $30,257 | $0 |
| Anthony Seraphim | ||||||||||||||
| VP Digital Transformation | $299,901 | $0 | $102,832 | $0 | $20,720 | $0 | $70,139 | $0 | $25,401 | $0 | $518,993 | $0 | $9,580 | $0 |
| Richard Dabney | ||||||||||||||
| VP Corporate Underwriting | $284,195 | $0 | $101,021 | $0 | $37,261 | $0 | $58,081 | $0 | $32,570 | $0 | $513,128 | $0 | $14,310 | $0 |
| Erica Sanchez | ||||||||||||||
| VP & Controller | $275,664 | $0 | $96,714 | $0 | $49,694 | $0 | $83,925 | $0 | $21,480 | $0 | $527,477 | $0 | $39,025 | $0 |
| Edward Coates | ||||||||||||||
| VP HR Employee Services | $277,743 | $0 | $99,079 | $0 | $41,624 | $0 | $83,800 | $0 | $32,570 | $0 | $534,816 | $0 | $29,500 | $0 |
| James Ziolkowski | ||||||||||||||
| VP Regional Operations | $265,379 | $0 | $93,639 | $0 | $56,953 | $0 | $41,556 | $0 | $23,750 | $0 | $481,277 | $0 | $0 | $0 |
| Roger Humecky | ||||||||||||||
| VP Data Analytics & Business Intelligence | $282,801 | $0 | $99,363 | $0 | $32,884 | $0 | $70,689 | $0 | $21,830 | $0 | $507,567 | $0 | $21,071 | $0 |
| Billy Jackson | ||||||||||||||
| VP Regional Operations | $266,661 | $0 | $90,369 | $0 | $52,293 | $0 | $41,556 | $0 | $20,754 | $0 | $471,633 | $0 | $0 | $0 |
| Greta Gonzales | ||||||||||||||
| VP & Chief Risk Officer | $274,250 | $0 | $96,296 | $0 | $34,919 | $0 | $69,300 | $0 | $21,108 | $0 | $495,873 | $0 | $22,346 | $0 |
| Amy Green-Hinojosa | ||||||||||||||
| VP Project Management Office | $256,289 | $0 | $92,881 | $0 | $54,287 | $0 | $80,900 | $0 | $29,520 | $0 | $513,877 | $0 | $42,890 | $0 |
| Toni Toliver | ||||||||||||||
| VP Business Law | $271,249 | $0 | $94,906 | $0 | $34,852 | $0 | $68,431 | $0 | $19,855 | $0 | $489,293 | $0 | $23,848 | $0 |
| David Morton | ||||||||||||||
| VP Underwriting Operations | $285,342 | $0 | $104,549 | $0 | $11,083 | $0 | $60,601 | $0 | $32,570 | $0 | $494,145 | $0 | $0 | $0 |
| David John | ||||||||||||||
| VP IT Infrastructure | $283,246 | $0 | $106,107 | $0 | $9,424 | $0 | $88,178 | $0 | $24,126 | $0 | $511,081 | $0 | $0 | $0 |
| John Sapp | ||||||||||||||
| VP Information Security | $277,196 | $0 | $96,132 | $0 | $11,271 | $0 | $51,808 | $0 | $11,224 | $0 | $447,631 | $0 | $0 | $0 |
| Jeremiah Bentley | ||||||||||||||
| VP Marketing & Community Affairs | $249,253 | $0 | $88,903 | $0 | $45,430 | $0 | $80,593 | $0 | $32,570 | $0 | $496,749 | $0 | $34,375 | $0 |
| Eric Bourquin | ||||||||||||||
| VP Safety Services | $247,430 | $0 | $91,802 | $0 | $37,567 | $0 | $72,565 | $0 | $34,277 | $0 | $483,641 | $0 | $26,952 | $0 |
| Jackie Kenyon | ||||||||||||||
| VP Special Litigation | $242,024 | $0 | $85,402 | $0 | $47,276 | $0 | $70,840 | $0 | $20,435 | $0 | $465,977 | $0 | $34,972 | $0 |
| Matthew Smith | ||||||||||||||
| VP Engineering | $255,264 | $0 | $55,731 | $0 | $49,128 | $0 | $46,366 | $0 | $23,750 | $0 | $430,239 | $0 | $17,162 | $0 |
| Nicholas Tsourmas | ||||||||||||||
| Medical Director | $276,243 | $0 | $64,507 | $0 | $10,405 | $0 | $41,541 | $0 | $20,700 | $0 | $413,396 | $0 | $0 | $0 |
| Rhonda Barker | ||||||||||||||
| VP Premium Audit | $236,336 | $0 | $84,094 | $0 | $17,787 | $0 | $62,017 | $0 | $10,224 | $0 | $410,458 | $0 | $6,799 | $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 Betsy Norton, James Ziolkowski, Jeffrey Lentz, and Leonard Johnson. The memberships are used for marketing and lobbying purposes. |
| Schedule J, Part I, Line 4 | a) Severance payment (separation agreement voluntarily entered into by both parties) paid to Jeannette Sprague in the amount of $99,652; b) Texas Mutual Insurance Company manages a non-qualified deferred compensation plan for managers and highly compensated employees. Contributions are considered vested 5 years after the contribution date or when the participant reaches age 62. Amounts are as follows: Brenda Ward $78,980; Willard Potter $26,090; Kim Haugaard $52,736; Jeffrey Lentz $53,542; Lawrence Martin $33,043; Elise Teeter $35,570; Nathan Scott $19,881; Phoebe Murphy $49,162; Shannon Pounds $32,246; Lisa Evans $20,604; Peppia Sherrouse $29,153; Beverly Harris $30,257; Anthony Seraphim $9,580; Richard Dabney $14,310; Erica Sanchez $39,025; Edward Coates $29,500; Roger Humecky $21,071; Greta Gonzales $22,346; Amy Green-Hinojosa $42,890; Toni Toliver $23,848; Jeremiah Bentley $34,375; Eric Bourquin $26,952; Jackie Kenyon $34,972; Matthew Smith $17,162; Rhonda Barker $6,799 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 4 | There were changes made to the bylaws that included the movement of some conflict of interest details to a separate, more detailed Code of Conduct. The bylaws also now authorize the Nominating and Governance Committee to review potential interested party transactions. Additional changes to governance documents include authority given to the Audit Committee Charter to approve the engagement of an independent external auditor to perform the audits of TXM's retirement plans. |
| 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 $(9,713,115); Change in Provision for Reinsurance $(3,000). |
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 | $966,438 | TotalIncomeAmt |
| End Of Year Assets | $12,633,692 | 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 | $1,235,607 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $21,255,038 | 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 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 | $489,696 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $18,162,408 | 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 | Yes (1) | 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 | $13,366,577 | Schedule K-1 |
| TXM Holdings LLC | ||
| a-iv | $27,833 | Monthly invoice detail |
| TXM Holdings LLC | ||
| b | $21,500,000 | Form 1120 |
| TXM Holdings LLC | ||
| l | $78,494 | Monthly invoice detail |
| TXM Holdings LLC | ||
| o | $125,821 | Monthly invoice detail |
| TXM Holdings LLC | ||
| q | $499,222 | Monthly invoice detail |