Texas Captive Insurance Companies Association
Nonprofit profile at a glance
- EIN
- 463405352
- IRS 990-EZ coverage
- 2013–2025
- Forms available
- Form 990-EZ 2025
- Location
- Phoenix, AZ, USA
- Phone
- 4808415556
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $144,360
- Expenses
- $109,802
- Assets
- $104,388
- Liabilities
- $32,181
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- JO MATHER (PRESIDENT)
- JULIE PATEL (VICE PRESIDENT)
People named in this filing
- JO MATHER (PRESIDENT)
- JULIE PATEL (VICE PRESIDENT)
- REBECCA BECKY JAMES (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The obectives of this association are to support, maintain, and improve the business of captive insurance in Texas, to promote high standards of ethical conduct in captive insurance, to advance public knowledge of the captive insurance market, and to promote legislation, regulation, and practices which are in the best interest of captive insurance.
What it reported doing in 2025
Education- to serve as a source of information for captive insurance companies, for organizations and individuals with an interest in the industry, and for state regulators in an effort to provide ongoing, updated information about the captive insurance market in Texas.
Operating model
- Revenue model
- Earned-program. 65% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 61
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 23.9%; rating input score 76; 76th percentile among comparable filings
- Total-asset coverage ratio: 0.95; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0.31; rating input score 12; 12th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.8% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: 12.3% per year; rating input score 100; 65th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2013 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- High — Sustainability: Liabilities to assets ratio scored 12/100.