TEXAS SURPLUS LINES ASSOCIATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

JEAN PATTERSON

Phone

5123439058

Tax Period

2024-01-01 to 2024-12-31

TEXAS SURPLUS LINES ASSOCIATION INC, founded in 1956, is a small nonprofit that reported $719K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE THE GENERAL BUSINESS WELL-BEING OF ITS MEMBERSHIP;TO PROTECT THE PUBLIC AND ITS TRUST IN THE BUSINESS OF INSURANCE THROUGH THE PROMOTION OF FINANCIALLY SOUND, ETHICAL, AUTHORIZED AND ELIGIBLE MARKETS WITHIN THE STATE OF TEXAS;TO EDUCATE THE PUBLIC, PRIVATE AND GOVERNMENTAL COMMUNITIES REGARDING THE EXCESS & SURPLUS LINES MARKET BY COMMUNICATING AND DISSEMINATING INFORMATION ABOUT OUR SEGMENT OF THE INDUSTRY AND ITS ROLE IN THE INSURANCE MARKETPLACE AS A WHOLE, AND TO ENCOURAGE COMPLIANCE WITH THE GENERAL PROVISIONS OF THE TEXAS INSURANCE CODE, AS THEY RELATE TO EXCESS AND SURPLUS LINES INSURANCE.

Program Service Accomplishments

Program 1

Expenses: $372,811

ANNUAL, MIDYEAR, AND SPECIAL MEETINGS TO EDUCATE MEMBERS AND THE PUBLIC

Program 2

Expenses: $392,852

PUBLIC AND GOVERMENTAL AWARNESS EDUCATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $223,954

Program Service Revenue $390,571

Investment Income $7,373

Other Revenue $97,471

TOTAL REVENUE $719,369

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,205

Fundraising Expenses $0

Program Expenses $765,663

Other Expenses $646,783

TOTAL EXPENSES $765,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$719,369	$652,592	+0.1%
Expenses	$765,988	$662,113	+0.2%
Net Income	$-46,619	$-9,521	+3.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$96,042

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT MCEWEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
TERENCE BABLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BILLIE GORRELL	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KIMMI CANTWELL	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARIF AZIM	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BRECHT	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY BURTON	DIRECTOR	1.00	Director	$0	$0	$0
ZAC CROSLEY	DIRECTOR	1.00	Director	$0	$0	$0
RANDY DOSS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN GUNN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN KINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBBY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
HARDY NIX	DIRECTOR	1.00	Director	$0	$0	$0
JOE TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN WHITT	DIRECTOR	1.00	Director	$0	$0	$0
JEAN PATTERSON	EXECUTIVE DIRECTOR	40.00	Officer	$96,042	$0	$96,042

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$719,369	$765,988	$475,238	$-46,619
2023	$652,592	$672,090	$548,802	$-19,498
2023	$652,592	$662,113	$558,780	$-9,521
2022	$606,118	$626,741	$510,571	$-20,623
2021	$512,326	$524,810	$451,108	$-12,484
2020	$360,652	$337,316	$479,826	$23,336
2019	$632,010	$608,222	$454,865	$23,788
2018	$660,277	$618,705	$454,356	$41,572