Nonprofit · EIN 43-1601552
THE WSIA EDUCATION FOUNDATION
Tax-exempt · KANSAS CITY, MO 64116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,894,901 | $1,041,457 | $853,444 | $17,073,419 | $58,194 | $17,015,225 |
| December 31, 2024 | 990 | $2,168,345 | $943,365 | $1,224,980 | $16,017,131 | $709,291 | $15,307,840 |
| December 31, 2023 | 990 | $1,395,416 | $930,928 | $464,488 | $14,549,895 | $697,560 | $13,852,335 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $695,412
- Program service revenue
- $128,300
- Investment income
- $1,097,425
- Net gain from sales of assets
- $283,904
- Net income from fundraising events
- -$26,236
- Other revenue
- -$26,236
Expenses
- Grants and similar amounts paid
- $456,642
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,679
- Accounting fees
- $22,144
- Travel
- $33,885
- Program services (functional)
- $864,597
- Management and general (functional)
- $176,860
Balance sheet and other
- Total assets, start of year
- $16,017,131
- Total assets, end of year
- $17,073,419
- Total liabilities, end of year
- $58,194
- Net assets, end of year
- $17,015,225
- Publicly traded securities
- $14,730,079
- Net assets without donor restrictions
- $14,764,621
- Net assets with donor restrictions
- $2,250,604
- Gross receipts
- $2,928,755
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1991
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRADY KELLEY | CEO & PRESIDENT Trustee or director, Officer | 2 | $0 | $716,602 | $237,270 |
| DAVID NELSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MATT LYNCH | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KRISTEN SKENDER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ANNIE DAWSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DANIELLE WADE | IMMEDIATE PAST CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| NICK ABRAHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAUREEN CAVISTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAWN D'ONOFRIO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVE DEMOTT | DIRECTOR (TERM START 9/2025) Trustee or director | 1 | $0 | $0 | $0 |
| TRIPP DUESENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANGIE FYLAK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BOB GREENEBAUM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GRACE GRANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HANK HALDEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER LARSEN | DIRECTOR Trustee or director | 1 | $0 |
| MIKE MILLER | DIRECTOR Trustee or director | 1 | $0 |
| CLINT NOKES | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN VAN CLEAVE | DIRECTOR Trustee or director | 1 | $0 |
| HOLLIS ZYGLOCKE | DIRECTOR Trustee or director | 1 | $0 |
| REGINA KIRWAN | DIRECTOR (TERM END 9/2025) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRADY KELLEY | CEO & PRESIDENT Trustee or director, Officer | 2 | $0 | $689,254 | $190,745 |
| DANIELLE WADE | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID NELSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MATT LYNCH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KRISTEN SKENDER | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NICK ABRAHAM | IMMEDIATE PAST CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| MAUREEN CAVISTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANNIE DAWSON | DIRECTOR (TERM START 9/2024) Trustee or director | 1 | $0 | $0 | $0 |
| DAWN D'ONOFRIO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TRIPP DUESENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANGIE FYLAK | DIRECTOR (TERM START 9/2024) Trustee or director | 1 | $0 | $0 | $0 |
| BOB GREENEBAUM | DIRECTOR (TERM START 9/2024) Trustee or director | 1 | $0 | $0 | $0 |
| GRACE GRANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HANK HALDEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REGINA KIRWAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER LARSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLINT NOKES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN VAN CLEAVE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOLLIS ZYGLOCKE | DIRECTOR (TERM START 9/2024) Trustee or director | 1 | $0 | $0 | $0 |
| TERRANCE MEADE | DIRECTOR (TERM END 9/2024) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRADY R KELLEY | EXECUTIVE DIRECTOR Trustee or director, Officer | 2 | $0 | $653,487 | $195,788 |
| NICK ABRAHAM | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DANIELLE WADE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID NELSON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MATT LYNCH | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRIAN VAN CLEAVE | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 | $0 | $0 |
| MAUREEN CAVISTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAWN D'ONOFRIO | DIRECTOR (TERM START 9/19/23) Trustee or director | 1 | $0 | $0 | $0 |
| TRIPP DUESENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SARAH GAVLICK | DIRECTOR (TERM END 2023) Trustee or director | 1 | $0 | $0 | $0 |
| GRACE GRANT | DIRECTOR (TERM START 9/19/23) Trustee or director | 1 | $0 | $0 | $0 |
| HANK HALDEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REGINA KIRWAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER LARSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRANCE MEADE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLINT NOKES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KRISTEN SKENDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT ANDERSON | DIRECTOR (TERM END 9/19/23) Trustee or director | 1 | $0 | $0 | $0 |
| JANET JORDAN-FOSTER | DIRECTOR (TERM END 9/19/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4151 N MULBERRY DR STE 240, KANSAS CITY, MO 64116-4600
- Principal officer (990 for 2025)
- BRADY KELLEY, 4151 N MULBERRY DR 240, KANSAS CITY, MO 64116
- Signed the 990
- BRADY KELLEY, WSIA CEO & PRESIDENT
- Phone
- (816) 741-3910
- Website
- WWW.WSIA.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- EDUCATION AND TECHNICAL TRAINING PROGRAMS: THE ORGANIZATION SUPPORTS THE ASSOCIATE IN SURPLUS LINES (ASLI) DESIGNATION PROGRAM THAT WAS DEVELOPED IN CONJUNCTION WITH THE INSTITUTES AND PROVIDES A PROFESSIONAL DESIGNATION FOR INSURANCE PROFESSIONALS IN THE WHOLESALE, SPECIALTY, AND SURPLUS LINES INDUSTRY. ADDITIONALLY, THE ORGANIZATION SUPPORTS THE TECHNICAL TRAINING PROGRAM, UNDERWRITING BOOT CAMP AND EDUTECH CONNECT PROGRAM THAT PROVIDES WSIA MEMBERS AN OPPORTUNITY TO CONTINUE THEIR EDUCATION AND EXPAND THEIR KNOWLEDGE OF THE WHOLESALE, SPECIALTY AND SURPLUS LINES MARKET.Expenses $411,126 · grants $243,550 · revenue $97,050
- SYMPOSIUMS: THE ORGANIZATION SPONSORS THREE (3) COLLEGE EXTREME RISK TAKERS SYMPOSIUMS EACH YEAR AT VARIOUS GEOGRAPHICAL LOCATIONS. THE ORGANIZATION IS ALSO A SUSTAINING PARTNER FOR THE GAMMA IOTA SIGMA, AN INTERNATIONAL RISK MANAGEMENT INSURANCE AND ACTUARIAL SCIENCE COLLEGIATE FRATERNITY, THAT SERVES OVER 4,000 STUDENT MEMBERS AND FACULTY FROM 76 CHAPTERS BY PROVIDING PROFESSIONAL DEVELOPMENT AND EDUCATIONAL OPPORTUNITIES.Expenses $204,683 · revenue $31,250
- SCHOLARSHIPS: THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR COLLEGE AND UNIVERSITY STUDENTS TO ENCOURAGE, SUPPORT AND REWARD EXCEPTIONAL STUDENTS WHO ARE STUDYING RISK MANAGEMENT AND INSURANCE AND EXPRESS AN INTEREST IN THE SURPLUS LINES INDUSTRY.Expenses $193,192 · grants $193,192
- AM BEST STUDY: THE ORGANIZATION UNDERWRITES THE RESEARCH AND PUBLICATION OF THE ANNUAL REVIEW ON THE SURPLUS LINES INDUSTRY. THE FIRST EDITION WAS RELEASED IN THE FALL OF 1994 AND A NEW EDITION IS RELEASED EACH YEAR. THIS PUBLICATION HAS BECOME THE MOST QUOTED SOURCE ON SURPLUS LINES INSURANCE AND PROVIDES A GREAT DEAL OF POSITIVE INSIGHTFUL INFORMATION ABOUT THIS SEGMENT OF THE INSURANCE INDUSTRY. IN ADDITION, THE ORGANIZATION PROVIDES A GRANT FOR THE ANNUAL AM BEST WEBINAR THAT IS CONDUCTED EACH FALL WHICH INCLUDES A PANEL OF INDUSTRY LEADERS IN THE SURPLUS LINES SECTOR OF THE U.S. INSURANCE MARKET. THE PANEL REVIEWS THE MARKET AND PROVIDES A HIGHLIGHT OF THE NEWEST EDITION OF THE REPORT.Expenses $55,596 · grants $19,900
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1601552
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,073,419
- Income (IRS master file)
- $2,928,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,894,901 | $1,041,457 | $17,073,419 | XML |
| 990 | December 2024 | $2,168,345 | $943,365 | $16,017,131 | XML |
| 990 | December 2023 | $1,395,416 | $930,928 | $14,549,895 | XML |
| 990 | December 2022 | $1,180,085 | $763,925 | $13,384,853 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1601552).
Questions about THE WSIA EDUCATION FOUNDATION
- What is the EIN of THE WSIA EDUCATION FOUNDATION?
- The employer identification number (EIN) of THE WSIA EDUCATION FOUNDATION is 43-1601552.
- Is THE WSIA EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to THE WSIA EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE WSIA EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE WSIA EDUCATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WSIA EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE WSIA EDUCATION FOUNDATION?
- The 990 for the year ended December 31, 2025 names BRADY KELLEY.
- Who are the officers and directors of THE WSIA EDUCATION FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does THE WSIA EDUCATION FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,894,901, expenses of $1,041,457 and total assets of $17,073,419 at year end.
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