Wsia Education Foundation logo

Wsia Education Foundation

Foundation · Grantmaker Kansas City, MO EIN: 43-1601552 Website

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. (see sch o)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.

Key facts about Wsia Education Foundation

In short: Wsia Education Foundation gave $105K across 3 grants in 2025 (avg $35K), top state Missouri. Source: 2025 IRS Form 990.

EIN
43-1601552
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$104,900
Grants made (2025)
3
Average grant
$34,967
Median grant
$40,000
Total assets
$17,073,419
Primary geography
Missouri (43% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$17.1M

+6.6% YoY

Annual Giving

$105K

+440.4% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$35K

+80.1% YoY

About Wsia Education Foundation

Based on IRS filings

Wsia Education Foundation is a nonprofit organization, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 3 itemized 2025 grant dollars.

Cities

OldwickKansas CityNew YorkPowell

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M0 grants20190 grants20201 grants20210 grants20223 grants20231 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Wholesale & Specialty Insurance Association: $45KWholesale & SpecialtyInsurance Association$45KSpencer Educational Foundation: $40KSpencer Educational Foundation$40KAm Best Company Inc: $20KAm Best Company Inc$20K

Grant Size Distribution

8 grants across all recorded years

6<$50K1$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WHOLESALE & SPECIALTY INSURANCE ASSOCIATION Kansas City, MOSUPPORT WSIA PROGRAMS$45,000
SPENCER EDUCATIONAL FOUNDATION New York, NYCOURSE DEVELOPMENT$40,000
AM BEST COMPANY INC Oldwick, NJANNUAL AM BEST WEBINAR SPONSORSHIP$19,900

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2019202020212022202320242025
Metric202520242023
Total Assets$17,073,419$16,017,131$14,549,895
Revenue$1,894,901$2,168,345$1,395,416
Expenses$1,041,457$943,365$930,928
Qualifying Distributions———
Net Investment Income$1,097,425$1,364,184$663,726
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS September 7, 2022)
  2. Added Form 990 for fiscal year 2022 (received by the IRS August 30, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS June 14, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS June 25, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS August 6, 2026)

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.

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