Pennsylvania Surplus Lines Association
Our mission is to serve Pennsylvania's insurance consumers, licensees, and regulators through fair and efficient support of the surplus lines insurance industry.
Pennsylvania Surplus Lines Association at a glance
In short: Pennsylvania Surplus Lines Association gave $160K across 5 grants in 2024 (avg $32K), mostly in Pennsylvania. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $160,000
- +14.3% vs 2023
- Grants made (2024)
- 5
- +0.0% vs 2023
- Average grant
- $32,000
- +14.3% vs 2023
- Median grant
- $35,000
- Total assets
- $9,454,254
- +7.9% vs 2023
- Primary geography
- Pennsylvania (88% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Pennsylvania Surplus Lines Association funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Penn State University ($35K). Together the top 5 received $160K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How Pennsylvania Surplus Lines Association gives
- Giving grew 146% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $65K (2020) to $160K (2024). In 2024 it made 5 grants totaling $160K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Penn State University University Park, PA | Education | $35,000 |
| Gannon University Erie, PA | Education | $35,000 |
| St Joseph's University Philadelphia, PA | Education | $35,000 |
| Temple University Philadelphia, PA | Education | $35,000 |
| Wsia Kansas City, MO | Education | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $9,454,254 | $3,135,362 | $2,384,563 | $160,000 | 5 | $241,697 |
| 2023 | $8,763,320 | $2,924,939 | $2,244,895 | $140,000 | 5 | $125,469 |
| 2022 | $8,302,613 | $2,697,401 | $1,978,599 | $75,000 | 5 | $39,671 |
| 2021 | $6,996,866 | $2,501,288 | $1,858,906 | $65,000 | 5 | $32,393 |
| 2020 | $6,353,987 | $2,358,445 | $1,867,856 | $65,000 | 5 | $64,145 |
About Pennsylvania Surplus Lines Association
Based on IRS filings
Pennsylvania Surplus Lines Association is a public charity, based in Exton, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.5M in total assets. In 2024, it awarded 5 grants totaling $160K. Net investment income was $242K.
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
The highest reported compensation on the 2024 filing was $199K, to Marie Rudert (Executive Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Pennsylvania Surplus Lines Association
How much does Pennsylvania Surplus Lines Association give each year?
Pennsylvania Surplus Lines Association gave $160K across 5 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $140K across 5 grants.
What is Pennsylvania Surplus Lines Association's typical grant size?
Pennsylvania Surplus Lines Association's median grant in 2024 was $35,000, and its average grant was $32,000, across 5 grants on its 2024 IRS Form 990.
Where does Pennsylvania Surplus Lines Association give grants?
Pennsylvania Surplus Lines Association gives mostly in Pennsylvania: 88% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Missouri (13%). The most frequent recipient cities were Philadelphia, PA (2 grants).
Does Pennsylvania Surplus Lines Association give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on Pennsylvania Surplus Lines Association's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Education" (5 grants).
Who are Pennsylvania Surplus Lines Association's largest grantees?
Pennsylvania Surplus Lines Association's largest 2024 grantees include Penn State University ($35,000), Gannon University ($35,000) and St Joseph's University ($35,000), according to its 2024 IRS Form 990. Together they received 66% of its itemized 2024 grant dollars.
How large is Pennsylvania Surplus Lines Association?
Pennsylvania Surplus Lines Association reported $9.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $3.1M.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 30, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 5, 2025)
- IRS filings on file for fiscal years 2020–2024
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