2024-11-15T11:37:24-06:00 2023-12-31 742859143 CALHOUN THOMSON MATZA LLP PO BOX 30044 AUSTIN TX 78755 990 2023-01-01 746062228 TEXAS ASSOCIATION OF LIFE & HEALTH INSURERS TEXA 5124726886 PO BOX 1645 AUSTIN TX 78767 JENNIFER CAWLEY PRESIDENT & CEO 5124726886 2024-11-15 1 0 KELLY HOGGARD MENDOZA P00233891 5124398400 2024-11-15 2023 2024-10-15 13:58:12Z JENNIFER CAWLEY 1122 COLORADO ST STE 200 AUSTIN TX 78701 815788 0 X HTTP://WWW.TALHI.COM X 1997 TX TEXAS ASSOCIATION OF LIFE AND HEALTH INSURERS SERVES AS A VOICE OF ITS MEMBERS AND THE INDUSTRY, ADVOCATING FOR AN ECONOMIC, LEGISLATIVE, AND REGULATORY ENVIRONMENT THAT SUPPORTS A VIBRANT LIFE AND HEALTH INSURANCE MARKET IN ORDER TO EFFECTIVELY SERVE THE CITIZENS OF TEXAS. 17 17 2 0 664 0 0 0 810905 802181 2790 13723 1370 -116 815065 815788 0 0 0 0 387157 408183 0 0 0 484169 529216 871326 937399 -56261 -121611 530851 964635 267152 822455 263699 142180 TALHI IS THE TRADE ASSOCIATION FOR LIFE AND HEALTH INSURERS DOING BUSINESS IN TEXAS. 0 0 TALHI EXIST TO INFORM INSURANCE INDUSTRY MEMBERS OF REGULATORY AND LEGISLATIVE MATTERS AFFECTING THE LIFE AND HEALTH INSURANCE INDUSTRY IN TEXAS. 2023 ROUND UP IS OUR ANNUAL CONFERENCE TO INFORM MEMBERS OF LEGISLATIVE AND REGULATORY UPDATES AND OTHER ISSUES THAST AFFECT THE INSURANCE INDUSTRY IN TEXAS 2023 REGULATORY FORUM IS OUR BIENNIAL EVENT TO INFORM MEMBERS OF REGULATORY UPDATES AND ISSUES THAT AFFECT THE INSURANCE INDUSTRY IN TEXAS 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 1 2 1 0 0 0 0 1 1 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JENNIFER CAWLEY 5124726886 1122 COLORADO ST STE 200 AUSTIN TX 78701 JIM MAROTTA DIRECTOR 5.00 X 0 0 0 SKIP BRAZIEL DIRECTOR 5.00 X 0 0 0 JOAN CLEVELAND DIRECTOR 5.00 X 0 0 0 ERIC DUPONT DIRECTOR 5.00 X 0 0 0 MICHAEL HICKEY DIRECTOR 5.00 X 0 0 0 KAJ SAMSON DIRECTOR 5.00 X 0 0 0 TED KENNEDY SECRETARY 5.00 X 0 0 0 KARI KING DIRECTOR 5.00 X 0 0 0 BARRY KOONCE DIRECTOR 5.00 X 0 0 0 SUZANNE LOOMIS DIRECTOR 5.00 X 0 0 0 MOHANA TERRY DIRECTOR 5.00 X 0 0 0 DWAYNE MCGRAW DIRECTOR 5.00 X 0 0 0 APRIL BEGGS DIRECTOR 5.00 X 0 0 0 GIL VALDES DIRECTOR 5.00 X 0 0 0 MARK WILLIAMS DIRECTOR 5.00 X 0 0 0 DAVID ROSE CHAIR 5.00 X 0 0 0 BRENT THOMPSON TREASURER 5.00 X 0 0 0 JENNIFER CAWLEY PRESIDENT & CEO 40.00 X 311730 0 0 311730 0 0 1 0 1 0 0 MEMBERSHIP DUES 900099 719596 719596 ANNUAL MEETING REVENUE 900099 58640 58640 LEGISLATIVE FORUM 900099 23945 23945 802181 13723 13723 CREDIT CARD REWARDS 900099 664 664 UNREALIZED GAINS (LOSS 900099 -780 -780 -116 815788 802181 664 12943 X 275730 72345 13495 26386 20227 87085 25878 201098 8165 44283 17526 3912 67293 92 4160 EMPLOYEE BONUS 37500 OFFICE SUPPLIES 9914 DUES AND SUBSCRIPTIONS 9052 OUTREACH 4098 9160 937399 33861 50674 379378 139708 2500 617868 11320 23914 16335 16335 0 0 100792 105363 3000 27108 530851 964635 8297 19098 256101 803357 2754 0 267152 822455 X 263699 142180 263699 142180 530851 964635 X -121611 92 X X 0 0 0 0 0 0 719596 117006 117006 107939 9067 16335 16335 0 0 BROKERAGE ACCOUNT 105363 C 105363 X PART X, LINE 2: FASB ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. FASB ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740-10 REQUIRES THAT A COMPANY RECOGNIZE IN ITS FINANCIAL STATEMENTS THE IMPACT OF TAX POSITIONS THAT MEET A "MORE LIKELY THAN NOT" THRESHOLD, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ASSOCIATION BELIEVES ALL OF ITS TAX POSITIONS TO BE HIGHLY CERTAIN. THERE WAS NO CUMULATIVE EFFECT ADJUSTMENT TO THE OPENING BALANCE OF NET ASSETS ARISING AS A RESULT OF THE ADOPTION OF FIN 48 AND NO ADJUSTMENTS WERE MADE TO OTHER COMPONENTS OF UNRESTRICTED NET ASSETS IN THE STATEMENTS OF FINANCIAL POSITION. 0 0 0 JENNIFER CAWLEY PRESIDENT & CEO 275730 0 36000 0 0 0 0 0 0 0 311730 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 WE HAVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE ARE ELECTED BY MEMBERS EACH YEAR. CANDIDATES ARE RECOMMENDED BY MEMBERS, A SLATE IS PUT TOGETHER BY A NOMINATING COMMITTEE, SLATE IS VOTED ON BY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS CHANGES BY BOARD MUST BE APPROVED BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B WE WILL SEND 990 TO BOARD FOR REVIEW PRIOR TO FILING IF THERE IS SUFFICIENT TIME. IF THERE IS NOT TIME, THE GOVERNING BODY WILL REVIEW AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SIGNS THE CONFLICT OF INTEREST POLICY AND ANTI-TRUST POLICY EVERY YEAR. THE ANTI-TRUST STATEMENT PROVIDED AT ALL BOARD/COMMITTEE/MEMBER MEETINGS REMINDING ALL ATTENDING THAT THEY CAN ONLY DISCUSS TALHI BUSINESS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES THE PRESIDENT & CEO SALARY EACH YEAR. FORM 990, PART VI, SECTION C, LINE 18 AVAILABILITY OF DOCUMENTS PART VI, QUESTION 18 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS PART VI, QUESTION 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AS REQUIRED BY LAW. FORM 990, PART IX, LINE 11G CONSULTING 201,098. FORM 990, PART XI, LINE 9: ADJUSTMENT FOR DIFFERENCE BETWEEN BOOK AND TAX DEPRECIATION 92. ROUNDING FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE FROM PRIOR YEARS. TEXAS ASSOCIATION OF LIFE AND HEALTH INSURERS LIFE INSURANCE 1122 COLORADO ST STE 200 AUSTIN TX 78701 472803111 POLITICAL ACTION COMMITTEE TX 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 TEXAS ASSOCIATION OF LIFE AND HEALTH INSURERS LIFE INSURANCE PAC Q 327 ADMIN EXPENSES AT ACTUAL COSTS