Wholesale & Specialty Insurance
The Wholesale & Specialty Insurance association (WSIA) is the non-profit association of professionals and specialty market leaders dedicated to the wholesale distribution system. WSIA represents the interests of its members and the valuable role they play in the insurance market through networking, education, talent recruitment and development, regulatory and legislative advocacy for the wholesale, specialty, and surplus lines industry, and by promoting the value of the wholesale distribution channel.
Wholesale & Specialty Insurance at a glance
In short: Wholesale & Specialty Insurance gave $27K across 3 grants in 2025 (avg $9K), top state Pennsylvania. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $26,500
- +32.5% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $8,833
- -11.7% vs 2024
- Median grant
- $10,000
- Total assets
- $29,165,303
- +23.7% vs 2024
- Primary geography
- Pennsylvania (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Wholesale & Specialty Insurance funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Gamma Iota Sigma ($11K). Together the top 3 received $27K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Wholesale & Specialty Insurance gives
- Giving grew 32% 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 2019 to 2025, annual grant giving ranged from $20K (2019) to $32K (2020). In 2025 it made 3 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Gamma Iota Sigma Yardley, PA | Sustaining Partnership Contribution | $10,500 |
| Independent Insurance Agents & Brokers of America Inc Farmington, CT | Big I Sponsorship | $10,000 |
| The Surplus Lines Association of North Carolina Raleigh, NC | NCSLA Annual Convention | $6,000 |
Ready to take the next step with Wholesale & Specialty Insurance?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $29,165,303 | $16,530,278 | $15,233,104 | $26,500 | 3 | $1,363,997 |
| 2024 | $23,573,607 | $15,798,095 | $13,558,836 | $20,000 | 2 | $1,466,475 |
| 2023 | $20,365,176 | $13,594,086 | $12,265,761 | $20,000 | 2 | $645,311 |
| 2022 | $18,434,483 | $11,959,516 | $11,091,715 | $20,000 | 2 | $449,799 |
| 2021 | $18,822,965 | $8,866,065 | $7,600,252 | $20,000 | 2 | $510,187 |
| 2020 | $15,277,085 | $6,177,756 | $5,770,909 | $32,352 | 3 | $169,031 |
| 2019 | $15,661,464 | $11,044,938 | $9,370,132 | $20,000 | 2 | $1,424,196 |
About Wholesale & Specialty Insurance
Based on IRS filings
Wholesale & Specialty Insurance is a public charity, based in Kansas City, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $29.2M in total assets. In 2025, it awarded 3 grants totaling $27K. Net investment income was $1.4M.
Leadership & Key People
Officers and directors from IRS filings
Wholesale & Specialty Insurance is led by Brady R. Kelley, CEO & President since 2024 (on filings since 2019); 6 of 27 officers listed in 2025 are compensated.
Officers on the 2025 filing
Brady R. Kelley
CEO & President
Executive Director → CEO & President, 2024
On filings since 2019
40 hrs/week
$529K (2019) → $717K (2025)
Phillip McCrorie
Chair
Director → Vice Chair, 2024
Vice Chair → Chair, 2025
On filings since 2020
2 hrs/week
No compensation reported
Debbie Hill
Director of Events
Director of Meetings & Conventions → Director of Meetings & Controller, 2021
Director of Meetings & Controller → Director of Events, 2022
On filings since 2019
40 hrs/week
$208K (2019) → $284K (2025)
Keri Kish
General Counsel & Policy Director
Director of Government Relations → Director of Government Rel, 2021
Director of Government Rel → General Counsel & Policy Director, 2022
On filings since 2019
40 hrs/week
$239K (2019) → $307K (2025)
Vanessa Sims
Director of Talent & Culture
Director Diversity, Equity & Inclusion → Director Diversity Equity Inclusion, 2023
Director Diversity Equity Inclusion → Director of Talent & Culture, 2024
On filings since 2022
40 hrs/week
$259K (2022) → $276K (2025)
John Meetz
Director of Government Relations
On filings since 2024
40 hrs/week
$199K (2024) → $224K (2025)
Frosty Mohn
Director of Technology Operations
New on the 2025 filing
40 hrs/week
$329K (2025)
Dave Obenauer
Director
President → Immediate Past Chair, 2024
Immediate Past Chair → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Christi Carrington
Director
On filings since 2021
1 hr/week
No compensation reported
Danny Kaufman
Director
On filings since 2021
1 hr/week
No compensation reported
Danielle Wade
Director
On filings since 2022
1 hr/week
No compensation reported
Gerald Dupre
Director
On filings since 2022
1 hr/week
No compensation reported
Robert Sanders
Director
On filings since 2022
1 hr/week
No compensation reported
Christa Nadler
Director
On filings since 2023
1 hr/week
No compensation reported
Jeff McNatt
Director
On filings since 2023
1 hr/week
No compensation reported
Veronica Davis
Director
On filings since 2023
1 hr/week
No compensation reported
Lou Levinson
Director
On filings since 2024
1 hr/week
No compensation reported
Michael Garrison
Director
On filings since 2024
1 hr/week
No compensation reported
Patrick Roe
Director
On filings since 2024
1 hr/week
No compensation reported
Steve Boyd
Director
On filings since 2024
1 hr/week
No compensation reported
Neil Kessler
Director
New on the 2025 filing
1 hr/week
No compensation reported
Brenda Ballard Austenfeld
Immediate Past Chair
Vice President → Chair, 2024
Chair → Immediate Past Chair, 2025
On filings since 2019
2 hrs/week
No compensation reported
Patrick Albrecht
Vice Chair
Treasurer → Secretary, 2024
Secretary → Vice Chair, 2025
On filings since 2019
2 hrs/week
No compensation reported
Coryn Thalmann
Treasurer
Director → Treasurer, 2025
On filings since 2020
2 hrs/week
No compensation reported
Wendy Houser
Secretary
Director → Treasurer, 2024
Treasurer → Secretary, 2025
On filings since 2020
2 hrs/week
No compensation reported
Annie Dawson Director
New on the 2025 filing
1 hr/week
No compensation reported
Kristin Jones Director
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (32)
- Former: Bryan Clark (2019–2024) — Director
- Former: Susan Henderson (2019–2024) — Director of Communications
- Former: Henry Lopez (2022–2024) — Director
- Former: Annie Dawson Non-Voting (2024) — Director
- Former: Janet Jordan Foster (2024) — Director
- Former: Davis D. Moore (2019–2023) — Past President
- Former: Julie Fritz (2019–2023) — Director of Operations
- Former: Shannon Dahlke Applegate (2019–2023) — Director
- Former: Carlton Maner (2021–2023) — Secretary
- Former: Adam Care (2022–2023) — Director
- Former: Jennifer Kessel (2023) — Director
- Former: Phil McCrorie (2023) — Director
- Former: Bryan Sanders (2019–2022) — Executive Officer
- Former: Richard Schmitzer (2019–2022) — Executive Director
- Former: Tim Chaix (2019–2022) — Executive Director
- Former: Erin Dolan (2021–2022) — Executive Director
- Former: Bruce Kessler (2019–2021) — Executive Director
- Former: Harry L. Johnson II (2019–2021) — Executive Director
- Former: Joel D. Cavaness (2019–2021) — Executive Officer
- Former: Liam Hutelmyer (2020–2021) — Executive Director
- Former: Chris Timmerman (2021) — Senior Manager Student Relations
- Former: Gary Tiepelman (2019–2020) — Director
- Former: Jacqueline M. Schaendorf (2019–2020) — Executive Officer
- Former: Josh Ammons (2019–2020) — Executive Officer
- Former: Robert J. Greenebaum Jr. (2019–2020) — Director
- Former: Shannon Dahlke (2020) — Director
- Former: Chris Peterson (2019) — Executive Officio
- Former: Corinne Jones (2019) — Immediate Past President
- Former: Greta Roberts (2019) — Controller & Membership Ma
- Former: Lana S. Parks (2019) — Director
- Former: Mark Maucere (2019) — Director
- Former: Matthew Scott (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "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 $717K, to Brady Kelley (CEO & President). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Wholesale & Specialty Insurance
How much does Wholesale & Specialty Insurance give each year?
Wholesale & Specialty Insurance gave $27K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $20K across 2 grants.
What is Wholesale & Specialty Insurance's typical grant size?
Wholesale & Specialty Insurance's median grant in 2025 was $10,000, and its average grant was $8,833, across 3 grants on its 2025 IRS Form 990.
Where does Wholesale & Specialty Insurance give grants?
Wholesale & Specialty Insurance's top state is Pennsylvania, with 40% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Connecticut (38%) and North Carolina (23%).
Does Wholesale & Specialty Insurance give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Wholesale & Specialty Insurance's 2025 IRS Form 990 were described as general or operating support.
How large is Wholesale & Specialty Insurance?
Wholesale & Specialty Insurance reported $29.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $16.5M.
What is Wholesale & Specialty Insurance's EIN?
Wholesale & Specialty Insurance's EIN (Employer Identification Number) is 86-0140772. IRS Form 990 filing data is available on this page for 2019–2025.
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
- Added Form 990 for fiscal year 2019 (received by the IRS June 18, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS July 20, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 7, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 30, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Wholesale & Specialty Insurance's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Missouri
Spencer Educational Foundation Inc
New York, NY
Spencer Educational Foundation supports scholarships, grants, internships, experiential learning, and curriculum development that prepare future risk management and insurance professionals. Its 2025 itemized grants ranged from $5,000 to $82,500, with a median of $10,000, and its programs serve eligible organizations in the United States and Canada.
Assets
$9.9M
Grants
122
Total Given
$2.0M
Encova Foundation of Ohio
Columbus, OH
The foundation supports community improvement, education, wellness, children’s success, and industry initiatives, with most 2024 grant dollars going to Ohio communities where Encova associates work and live. Its 2024 grants ranged from $500 to $250,000, with a median of $3,500. It accepts requests by letter, with no deadline stated.
Assets
$8.4M
Grants
93
Total Given
$965K
The Johnson-Kazar Charitable Foundation Inc
Green, OH
The Johnson-Kazar Charitable Foundation supports organizations in arts and culture, education, hunger relief, housing, and community programs, primarily in Ohio. Its grants ranged from $500 to $20,000 in 2025, with a median of $2,000. It does not accept unsolicited requests and gives to preselected organizations.
Assets
$2.9M
Grants
60
Total Given
$176K
Hatton Foundation
Cincinnati, OH
The Hatton Foundation supports civic and arts programs, faith-based organizations, homelessness and poverty services, health and medical organizations, people with special needs and their families, sports and youth development, and veterans. In 2025, its 69 grants ranged from $1,000 to $330,000, with a median of $10,000; most funding went to Ohio, especially the Cincinnati region. It does not limit giving to preselected organizations, and applicants are advised to contact the foundation to request forms and materials.
Assets
$42.5M
Grants
69
Total Given
$1.9M
The Council Foundation
Washington, DC
The foundation's mission is to secure the future of the commercial insurance brokerage business by attracting and developing tomorrow's talent and supporting forward-thinking research.
Assets
$3.6M
Grants
1
Total Given
$83K
The Westfield Insurance Foundation
Westfield, OH
The Westfield Insurance Foundation funds nonprofits focused on family stability, disaster recovery, and safety, with emphasis on addressing barriers related to systemic racism. Its 2024 grants ranged from $26 to $500,000, with a median of $3,000; most funding went to Ohio, with support also reaching organizations elsewhere. It accepts requests electronically at any time and does not limit giving to preselected organizations.
Assets
$35.6M
Grants
287
Total Given
$2.7M
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Wholesale & Specialty Insurance'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.
Wholesale & Specialty Insurance down — hundreds of funders to go?