Surplus Lines Association of MN
To educate, assist and advise over 1,450 member surplus lines licensees on surplus lines insurance procedures in the state of Minnesota.
Surplus Lines Association of MN at a glance
In short: Surplus Lines Association of MN gave $60K across 1 grant in 2025 (avg $60K), mostly in Missouri. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $60,000
- +100.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $60,000
- +100.0% vs 2024
- Median grant
- $60,000
- Total assets
- $2,770,435
- +16.8% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Surplus Lines Association of MN funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wsia Education Foundation ($60K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Surplus Lines Association of MN gives
- Giving grew 300% from 2022 to 2025. 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 2025, annual grant giving ranged from $10K (2020) to $60K (2025). In 2025 it made 1 grant totaling $60K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wsia Education Foundation Kansas City, MO | — | $60,000 |
Ready to take the next step with Surplus Lines Association of MN?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,770,435 | $750,220 | $352,116 | $60,000 | 1 | $65,652 |
| 2024 | $2,371,130 | $700,587 | $310,191 | $30,000 | 1 | $50,584 |
| 2023 | $1,981,113 | $532,749 | $289,002 | $30,000 | 1 | $34,566 |
| 2022 | $1,736,496 | $501,263 | $228,958 | $15,000 | 1 | $6,340 |
| 2021 | $1,463,778 | $348,169 | $222,558 | $10,000 | Total only | $1,801 |
| 2020 | $1,337,894 | $295,340 | $221,685 | $10,000 | Total only | $6,643 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Surplus Lines Association of MN
Based on IRS filings
Surplus Lines Association of MN is a public charity focused on Community Improvement & Capacity Building, based in Mora, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 1 grant totaling $60K. Net investment income was $66K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Surplus Lines Association of MN is led by Jennifer Larsen, Chairperson on every filing since 2020; 1 of 8 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jennifer Larsen
Chairperson
On filings since 2020
5 hrs/week
No compensation reported
Chris Martin
Director
On filings since 2020
2 hrs/week
No compensation reported
Ken Cooksey
Director
On filings since 2020
2 hrs/week
No compensation reported
Nicholas Schroeder
Executive Di
On filings since 2020
40 hrs/week
$117K (2020) → $143K (2025)
Jeff Kuha
Dept Revenue
On filings since 2020
2 hrs/week
No compensation reported
Kathleen Orth
Mn Departmen
On filings since 2020
2 hrs/week
No compensation reported
Tom O'Donnell
Vice Chair
On filings since 2024
2 hrs/week
No compensation reported
Amy Sanchez
Secretary & T
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (2)
- Former: Kathy Gallagher-Burton (2020–2024) — Secretary & T
- Former: Dean Haddy (2020–2023) — Vice Chair
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $143K, to Nicholas Schroeder (Executive Di).
Frequently asked questions about Surplus Lines Association of MN
How much does Surplus Lines Association of MN give each year?
Surplus Lines Association of MN gave $60K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $30K across 1 grant.
How large is Surplus Lines Association of MN?
Surplus Lines Association of MN reported $2.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $750K.
What is Surplus Lines Association of MN?
Surplus Lines Association of MN is a public charity focused on Community Improvement & Capacity Building, based in Mora, MN. It holds $2.8M in total assets as of 2025.
Where does Surplus Lines Association of MN operate?
Surplus Lines Association of MN has awarded grants in Missouri.
What is Surplus Lines Association of MN's EIN?
Surplus Lines Association of MN's EIN (Employer Identification Number) is 26-3613284. IRS Form 990 filing data is available on this page for 2020–2025.
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 September 29, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 22, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 27, 2026)
Live grants for the work Surplus Lines Association of MN funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
- Leveling-Up Award $1,000 · Due October 25, 2026
- Arnold F. Keller, Jr. Grant for New Initiatives/Program Expansion $25,000 · Due October 27, 2026
- Wausau Marathon County Impact Grants (Community Foundation of North Central Wisconsin) $1,000 to $100,000 depending on the scope of the project · Due October 27, 2026
Explore Open Grants
Browse active grant opportunities in Surplus Lines Association of MN's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Minnesota
The Surplus Lines Association of North Carolina
Raleigh, NC
The mission of the ncsla is to serve as a regulatory support organization for all North Carolina surplus lines licensees and the North Carolina department of insurance. We will provide regulatory compliance, communication, education, filing procedures and industry representation to ensure the financial integrity and the stability of the non-admitted market in North Carolina.
Assets
$29.2M
Grants
3
Total Given
$305K
Kemper Educational and Charitable Fund
Winnetka, IL
The fund supports education, health, social services, and humanities, including mental health and workforce development, with a preference for the Metropolitan Chicago area. Its 2024 grants ranged from $100 to $100,000, with a median of $1,500. It makes grants only to preselected organizations and does not accept unsolicited requests.
Assets
$12.0M
Grants
50
Total Given
$662K
The Minneapolis Foundation
Minneapolis, MN
The Minneapolis Foundation funds civic, social, and economic needs, including economic mobility, education, health, the environment, arts, and human services, with most grant dollars going to Minnesota. Its 2025 grants had a median of $25,000, though amounts varied widely. It says no funding opportunities are currently open; whether it accepts unsolicited requests is not stated.
Assets
$1.2B
Grants
1,565
Total Given
$121.7M
Saint Paul & Minnesota Foundation
St. Paul, MN
The Saint Paul & Minnesota Foundation funds community-led work in areas including economic opportunity, health and human services, youth and education, housing, and organizational capacity. Its 2025 grants had a median of $26,000; listed programs offer up to $50,000 for eligible East Metro work and up to $15,000 for qualifying Minnesota organizations. It accepts applications through specific programs, including rolling application opportunities; the Community Solutions Grant Program serves Dakota, Ramsey, and Washington counties.
Assets
$1.7B
Grants
1,473
Total Given
$107.2M
The Richard M Schulze Family Foundation
Minneapolis, MN
The Richard M. Schulze Family Foundation funds education, health care, and human services, including college scholarships, with most support benefiting working- and middle-class families in specified Minnesota and Florida counties; it also makes some national grants. Its 2024 grants had a median of $5,000, though awards ranged from $50 to $10 million. It plans to move to invitation-only grantmaking in 2027; whether it currently accepts unsolicited requests is not stated.
Assets
$218.3M
Grants
1,431
Total Given
$47.9M
Wells Fargo Foundation
Minneapolis, MN
Wells Fargo Foundation funds financial opportunity, affordable housing, small business growth, and some other local community needs across national and eligible local communities. Its 2025 grants ranged from $3,000 to $8 million, with a median of $35,000. It does not accept unsolicited requests; eligible organizations may submit a grant interest form to be considered for an invitation.
Assets
$8.6M
Grants
1,376
Total Given
$157.4M
More similar funders
More Funders in Minnesota
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Surplus Lines Association of MN's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Surplus Lines Association of MN down — hundreds of funders to go?