The Surplus Lines Association of North Carolina
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.
The Surplus Lines Association of North Carolina at a glance
In short: The Surplus Lines Association of North Carolina gave $305K across 3 grants in 2024 (avg $102K), mostly in North Carolina. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $305,000
- -6.2% vs 2023
- Grants made (2024)
- 3
- -40.0% vs 2023
- Average grant
- $101,667
- +56.4% vs 2023
- Median grant
- $50,000
- Total assets
- $29,209,077
- +23.3% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who The Surplus Lines Association of North Carolina funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Appalachian State University Foundation Inc ($250K). Together the top 3 received $305K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 7 grants of 20 (35%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
How The Surplus Lines Association of North Carolina gives
- Giving fell 82% 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 $305K (2024) to $1.7M (2021). In 2024 it made 3 grants totaling $305K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Appalachian State University Foundation Inc Boone, NC | Disaster Relief Assistance | $250,000 |
| Samaritan's Purse Boone, NC | Disaster Relief Assistance | $50,000 |
| Independent Insurance Agents of North Carolina Cary, NC | General Support - Advocacy | $5,000 |
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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 | $29,209,077 | $6,338,446 | $1,480,734 | $305,000 | 3 | $555,593 |
| 2023 | $23,692,071 | $6,531,410 | $1,578,690 | $325,050 | 5 | $280,359 |
| 2022 | $18,118,548 | $6,548,544 | $1,217,611 | $324,913 | 4 | $56,960 |
| 2021 | $12,949,553 | $5,323,982 | $2,638,545 | $1,692,600 | 4 | $89,594 |
| 2020 | $10,364,137 | $4,186,486 | $2,557,005 | $1,585,100 | 4 | $71,613 |
About The Surplus Lines Association of North Carolina
Based on IRS filings
The Surplus Lines Association of North Carolina is a public charity, based in Raleigh, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.2M in total assets. In 2024, it awarded 3 grants totaling $305K. Net investment income was $556K.
Leadership & Key People
Officers and directors from IRS filings
The Surplus Lines Association of North Carolina is led by Steve Allen, Executive Director on every filing since 2020; 2 of 10 officers listed in 2024 are compensated.
Officers on the 2024 filing
Steve Allen
Executive Director
On filings since 2020
40 hrs/week
$165K (2020) → $180K (2024)
Scott Banks
President
Director → Vice President, 2023
Vice President → President, 2024
On filings since 2022
1 hr/week
No compensation reported
Geoff Allen
COO & Director
Chief Operating Officer → COO & Director, 2024
On filings since 2021
40 hrs/week
$137K (2021) → $200K (2024)
Bill Rector
Director
On filings since 2023
1 hr/week
No compensation reported
Greg Watson
Director
On filings since 2023
1 hr/week
No compensation reported
Rebeca Freeman
Immediate Past President
Vice President → President, 2023
President → Immediate Past President, 2024
On filings since 2020
1 hr/week
No compensation reported
Anella Niewenhous
Vice President
Secretary → Vice President, 2024
On filings since 2022
1 hr/week
No compensation reported
Antony Gawlik
Treasurer
New on the 2024 filing
1 hr/week
No compensation reported
Geoff Crater
Treasurer
New on the 2024 filing
1 hr/week
No compensation reported
Karla Willard
Secretary
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (8)
- Former: Geoffrey Crater (2020–2023) — Treasurer
- Former: Adam Pierce (2020–2022) — Chairman - Past President
- Former: Kathy McVaney (2020–2022) — President
- Former: Ross Gravely (2020–2022) — Treasurer
- Former: David Liggett (2022) — General Counsel
- Former: Dan Baugh (2020–2021) — Director
- Former: Kasey Vaughn (2020–2021) — Director
- Former: Stewart Farris (2020–2021) — Director
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 $200K, to Geoff Allen (COO, Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Surplus Lines Association of North Carolina
How much does The Surplus Lines Association of North Carolina give each year?
The Surplus Lines Association of North Carolina gave $305K across 3 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $325K across 5 grants.
What is The Surplus Lines Association of North Carolina's typical grant size?
The Surplus Lines Association of North Carolina's median grant in 2024 was $50,000, and its average grant was $101,667, across 3 grants on its 2024 IRS Form 990.
Where does The Surplus Lines Association of North Carolina give grants?
The Surplus Lines Association of North Carolina gives mostly in North Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Boone, NC (2 grants).
Does The Surplus Lines Association of North Carolina give general operating support?
Yes: 33% of The Surplus Lines Association of North Carolina's 2024 grants with a stated purpose (1 of 3) were for general or operating support, per its 2024 IRS Form 990.
How large is The Surplus Lines Association of North Carolina?
The Surplus Lines Association of North Carolina reported $29.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $6.3M.
What is The Surplus Lines Association of North Carolina's EIN?
The Surplus Lines Association of North Carolina's EIN (Employer Identification Number) is 58-1712305. 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
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS October 2, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 28, 2025)
- IRS filings on file for fiscal years 2020–2024
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