Pennsylvania Surplus Lines Association logo

Pennsylvania Surplus Lines Association

Foundation · Grantmaker Exton, PA EIN: 23-2209285 Website

OUR MISSION IS TO SERVE PENNSYLVANIA'S INSURANCE CONSUMERS, LICENSEES, AND REGULATORS THROUGH FAIR AND EFFICIENT SUPPORT OF THE SURPLUS LINES INSURANCE INDUSTRY.

Key facts about Pennsylvania Surplus Lines Association

EIN
23-2209285
Latest 990 filing
Form 990 filing, 2024
Total assets
$9,454,254

Data from IRS Form 990 filing, 2024; updated September 2026.

How Pennsylvania Surplus Lines Association gives

  • Giving grew 115% from 2020 to 2023. Method

From the foundation's IRS Form 990 filings. Methodology.

Next steps with Pennsylvania Surplus Lines Association

Financial Overview

From 2024 IRS Form 990 filing · View filing

Total Assets

$9.5M

+7.9% YoY

Revenue

$3.1M

+7.2% YoY

Net Investment Income

$242K

+92.6% YoY

Expenses

$2.4M

+6.2% YoY

About Pennsylvania Surplus Lines Association

Based on IRS filings

Pennsylvania Surplus Lines Association is a nonprofit organization, based in Exton, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.5M in total assets. Net investment income was $242K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

PhiladelphiaErieKansas CityUniversity Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$9,454,254$8,763,320$8,302,613
Revenue$3,135,362$2,924,939$2,697,401
Expenses$2,384,563$2,244,895$1,978,599
Qualifying Distributions———
Net Investment Income$241,697$125,469$39,671
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K5 grants20205 grants20215 grants20225 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Pennsylvania Surplus Lines Association is led by Marie Rudert, Executive Director on every filing since 2020; 2 of 10 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Marie Rudert

    Executive Director

    On filings since 2020

    37.5 hrs/week

    $168K (2020) → $199K (2024)

  • Linda Bobro

    President

    Board Member → Board Member & President, 2022

    Board Member & President → President, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Megan Stine

    Chief Financial Officer

    On filings since 2020

    37.5 hrs/week

    $128K (2020) → $155K (2024)

  • Barry Kauffmann

    Board Member

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Dianne Sprague

    Board Member

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Gerald Henner

    Treasurer

    Board Member → Board Member & Treasurer, 2022

    Board Member & Treasurer → Treasurer, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Harry King IV

    Board Member

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Judith Klingerman

    Board Member

    Vice President → Vice President & Board Member, 2022

    Vice President & Board Member → Board Member, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Mary Marines

    Secretary

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Missy Greenberg

    Vice President

    Treasurer → Treasurer & Vice President, 2022

    Treasurer & Vice President → Vice President, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

Former officers (3)
  • Former: Dennis Lewandowski (2020–2022) — President
  • Former: Stephanie Owens (2020–2022) — Board Member
  • Former: Irene Barbera (2020–2021) — Treasurer

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Marie Rudert — Executive Director: $199KMarie RudertExecutive Director$199KMegan Stine — Chief Financial Officer: $155KMegan StineChief Financial Officer$155K

Frequently Asked Questions

How large is Pennsylvania Surplus Lines Association?

As of 2024, Pennsylvania Surplus Lines Association holds $9.5M in total assets with $3.1M in annual revenue.

Where does Pennsylvania Surplus Lines Association operate?

Pennsylvania Surplus Lines Association has awarded grants in Missouri, Pennsylvania.

What is Pennsylvania Surplus Lines Association's EIN?

Pennsylvania Surplus Lines Association's EIN (Employer Identification Number) is 23-2209285. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990 filings.

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