Wsia Education Foundation
The Wsia Education Foundation is dedicated to encouraging the educational development of all those interested in the excess and surplus lines business, to creating an understanding, and overcoming the misperceptions of the excess and surplus lines market. The foundation's work includes the financial support of the education programs for wsia members; maintaining and improving the associate in surplus lines insurance (ASLI) designation program, which furthers the educational opportunities for members industry professionals; supporting of the am best company's annual review of the surplus lines segment, which is a valuable tool for the industry; administering student-focused educational programs, symposiums and scholarship to encourage, support and reward exceptional students interested in an insurance career; and significant university outreach to attract bright new talent to the industry.
Wsia Education Foundation at a glance
In short: Wsia Education Foundation gave $105K across 3 grants in 2025 (avg $35K), top state Missouri. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $104,900
- +440.4% vs 2024
- Grants made (2025)
- 3
- +200.0% vs 2024
- Average grant
- $34,967
- +80.1% vs 2024
- Median grant
- $40,000
- Total assets
- $17,073,419
- +6.6% vs 2024
- Primary geography
- Missouri (43% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Wsia Education Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Wholesale & Specialty Insurance Association ($45K). Together the top 3 received $105K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $19K (2024) to $1.0M (2021). In 2025 it made 3 grants totaling $105K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wholesale & Specialty Insurance Association Kansas City, MO | Support Wsia Programs | $45,000 |
| Spencer Educational Foundation New York, NY | Course Development | $40,000 |
| Am Best Company Inc Oldwick, NJ | Annual Am Best Webinar Sponsorship | $19,900 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $17,073,419 | $1,894,901 | $1,041,457 | $104,900 | 3 | $1,097,425 |
| 2024 | $16,017,131 | $2,168,345 | $943,365 | $19,410 | 1 | $1,364,184 |
| 2023 | $14,549,895 | $1,395,416 | $930,928 | $114,515 | 3 | $663,726 |
| 2022 | $13,384,853 | $1,180,085 | $763,925 | — | — | $407,439 |
| 2021 | $14,884,346 | $1,014,973 | $1,620,194 | $1,000,000 | 1 | $430,743 |
| 2020 | $13,832,580 | $730,357 | $455,044 | — | — | $160,909 |
| 2019 | $12,658,695 | $1,179,517 | $620,115 | — | — | $467,828 |
About Wsia Education Foundation
Based on IRS filings
Wsia Education Foundation is a public charity, based in Kansas City, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $17.1M in total assets. In 2025, it awarded 3 grants totaling $105K. Net investment income was $1.1M.
Leadership & Key People
Officers and directors from IRS filings
Wsia Education Foundation is led by Brady R. Kelley, CEO & President since 2024 (on filings since 2019); none of the 21 officers listed in 2025 report compensation.
Officers on the 2025 filing
Brady R. Kelley
CEO & President
Secretary → Executive Director, 2023
Executive Director → CEO & President, 2024
On filings since 2019
2 hrs/week
No compensation reported
David Nelson
Chair
Secretary → Vice Chair, 2024
Vice Chair → Chair, 2025
On filings since 2019
2 hrs/week
No compensation reported
Brian Van Cleave
Director
President → Immediate Past President, 2023
Immediate Past President → Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Hank Haldeman
Director
On filings since 2019
1 hr/week
No compensation reported
Maureen Caviston
Director
On filings since 2019
1 hr/week
No compensation reported
Nick Abraham
Director
President → Immediate Past Chair, 2024
Immediate Past Chair → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Tripp Duesenberg
Director
On filings since 2019
1 hr/week
No compensation reported
Clint Nokes
Director
On filings since 2022
1 hr/week
No compensation reported
Jennifer Larsen
Director
On filings since 2022
1 hr/week
No compensation reported
Regina Kirwan
Director
On filings since 2022
1 hr/week
No compensation reported
Dawn D'onofrio
Director
On filings since 2023
1 hr/week
No compensation reported
Grace Grant
Director
On filings since 2023
1 hr/week
No compensation reported
Mike Miller
Director
On filings since 2023
1 hr/week
No compensation reported
Angie Fylak
Director
On filings since 2024
1 hr/week
No compensation reported
Bob Greenebaum
Director
On filings since 2024
1 hr/week
No compensation reported
Hollis Zyglocke
Director
On filings since 2024
1 hr/week
No compensation reported
Dave Demott
Director
New on the 2025 filing
1 hr/week
No compensation reported
Danielle Wade
Immediate Past Chair
Vice President → Chair, 2024
Chair → Immediate Past Chair, 2025
On filings since 2019
2 hrs/week
No compensation reported
Kristen Skender
Secretary
Director → Treasurer, 2024
Treasurer → Secretary, 2025
On filings since 2020
2 hrs/week
No compensation reported
Matt Lynch
Vice Chair
Treasurer → Secretary, 2024
Secretary → Vice Chair, 2025
On filings since 2022
2 hrs/week
No compensation reported
Annie Dawson
Treasurer
Director → Treasurer, 2025
On filings since 2024
2 hrs/week
No compensation reported
Former officers (13)
- Former: Terrance Meade (2020–2024) — Director
- Former: Sarah Gavlick (2019–2023) — Director
- Former: Scott Anderson (2019–2023) — Director
- Former: Janet Jordan-Foster (2020–2023) — Director
- Former: Michael D. Miller (2019–2022) — Treasurer
- Former: Arthur I. Flitner (2019–2021) — Director
- Former: Edward Levy (2019–2021) — Director
- Former: Joan Lafrance (2019–2021) — Director
- Former: Karen Evers (2019–2021) — Director
- Former: Bryan Clark (2019) — Director
- Former: Coryn Thalmann (2019) — Director
- Former: James Keating (2019) — Director
- Former: Robert T. Sargent (2019) — Vice President
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.
Frequently asked questions about Wsia Education Foundation
How much does Wsia Education Foundation give each year?
Wsia Education Foundation gave $105K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $19K across 1 grant.
What is Wsia Education Foundation's typical grant size?
Wsia Education Foundation's median grant in 2025 was $40,000, and its average grant was $34,967, across 3 grants on its 2025 IRS Form 990.
Where does Wsia Education Foundation give grants?
Wsia Education Foundation's top state is Missouri, with 43% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were New York (38%) and New Jersey (19%).
Does Wsia Education Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Wsia Education Foundation's 2025 IRS Form 990 were described as general or operating support.
How large is Wsia Education Foundation?
Wsia Education Foundation reported $17.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.9M.
What is Wsia Education Foundation's EIN?
Wsia Education Foundation's EIN (Employer Identification Number) is 43-1601552. 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
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS September 7, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS June 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 25, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 6, 2026)
- Added Form 990 for fiscal year 2022 (received by the IRS August 30, 2023)
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The Wsia Talent Advocacy & Engagement foundation was founded in 2020 to stimulate and attract a broad pipeline of talent for the wholesale, specialty and surplus lines insurance industry. (expanded mission on schedule o)the foundation strives to:- provide education resources and programs designed to cultivate a culture for wsia and its membership where all people feel supported and have what they need to succeed in the industry;- remove any barriers to enable all people to compete on a level playing field; and- foster synergy with similar initiatives among all industry participants.
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Wsia Education Foundation down — hundreds of funders to go?