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. (CONTINUED ON SCHEDULE O)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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23.6M
+15.8% YoY
Annual Giving
$20K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$10K
+0.0% YoY
About Wholesale & Specialty Insurance
Based on IRS filings
Wholesale & Specialty Insurance is a nonprofit organization, based in KANSAS CITY, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.6M in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $1.5M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,573,607 | $20,365,176 | $18,434,483 |
| Revenue | $15,798,095 | $13,594,086 | $11,959,516 |
| Expenses | $13,558,836 | $12,265,761 | $11,091,715 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,466,475 | $645,311 | $449,799 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Independent Insurance Agents & Brokers of America Inc ($10,000), Gamma Iota Sigma ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA INC FARMINGTON, CT | BIG I SPONSORSHIP | $10,000 |
| GAMMA IOTA SIGMA YARDLEY, PA | SUSTAINING PARTNERSHIP CONTRIBUTION | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRENDA BALLARD AUSTENFELD | CHAIR | 2 | — |
| PHILLIP MCCRORIE | VICE CHAIR | 2 | — |
| PATRICK ALBRECHT | SECRETARY | 2 | — |
| WENDY HOUSER | TREASURER | 2 | — |
| DAVE OBENAUER | IMMEDIATE PAST CHAIR | 2 | — |
| STEVE BOYD | DIRECTOR (TERM START 2024) | 1 | — |
| CHRISTI CARRINGTON | DIRECTOR | 1 | — |
| VERONICA DAVIS | DIRECTOR | 1 | — |
| ANNIE DAWSON NON-VOTING | DIRECTOR (TERM START 2024) | 1 | — |
| GERALD DUPRE | DIRECTOR | 1 | — |
| MICHAEL GARRISON | DIRECTOR (TERM START 2024) | 1 | — |
| DANNY KAUFMAN | DIRECTOR | 1 | — |
| LOU LEVINSON | DIRECTOR (TERM START 2024) | 1 | — |
| JEFF MCNATT | DIRECTOR | 1 | — |
| CHRISTA NADLER | DIRECTOR | 1 | — |
| PATRICK ROE | DIRECTOR (TERM START 2024) | 1 | — |
| ROBERT SANDERS | DIRECTOR | 1 | — |
| CORYN THALMANN | DIRECTOR | 1 | — |
| DANIELLE WADE | DIRECTOR | 1 | — |
| BRYAN CLARK | DIRECTOR (TERM END 3/2024) | 1 | — |
| JANET JORDAN FOSTER | DIRECTOR (TERM END 4/2024) | 1 | — |
| HENRY LOPEZ | DIRECTOR (TERM END 6/2024) | 1 | — |
| BRADY KELLEY | CEO & PRESIDENT | 40 | $689,254 |
| VANESSA SIMS | DIRECTOR OF TALENT & CULTURE | 40 | $274,612 |
| KERI KISH | GENERAL COUNSEL & POLICY DIRECTOR | 40 | $293,955 |
| DEBBIE HILL | DIRECTOR OF EVENTS | 40 | $281,018 |
| SUSAN HENDERSON | DIRECTOR OF COMMUNICATIONS | 40 | $221,585 |
| JOHN MEETZ | DIRECTOR OF GOVERNMENT RELATIONS | 40 | $199,310 |
Frequently Asked Questions
How large is Wholesale & Specialty Insurance?
As of 2024, Wholesale & Specialty Insurance holds $23.6M in total assets with $15.8M in annual revenue. It awarded 2 grants totaling $20K in 2024.
Where does Wholesale & Specialty Insurance operate?
Wholesale & Specialty Insurance has awarded grants in Connecticut, Pennsylvania.
What size grants does Wholesale & Specialty Insurance award?
In 2024, Wholesale & Specialty Insurance awarded 2 grants totaling $20K — an average of about $10K per grant, based on its IRS Form 990 filings.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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