Nonprofit · EIN 86-0140772
WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION
Tax-exempt · KANSAS CITY, MO 64116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $16,530,278 | $15,233,104 | $1,297,174 | $29,165,303 | $6,908,981 | $22,256,322 |
| December 31, 2024 | 990 | $15,798,095 | $13,558,836 | $2,239,259 | $23,573,607 | $3,916,388 | $19,657,219 |
| December 31, 2023 | 990 | $13,594,086 | $12,265,761 | $1,328,325 | $20,365,176 | $3,449,730 | $16,915,446 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $45,000
- Program service revenue
- $15,121,281
- Investment income
- $1,363,997
- Net gain from sales of assets
- $171,898
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $60,500
- Compensation of officers, directors and key employees
- $804,715
- Other salaries and wages
- $3,640,551
- Salaries, compensation and benefits (total)
- $5,211,983
- Professional fundraising fees
- $0
- Legal fees
- $3,608
- Accounting fees
- $15,084
- Occupancy
- $190,433
- Travel
- $1,134,429
- Depreciation
- $62,421
Balance sheet and other
- Total assets, start of year
- $23,573,607
- Total assets, end of year
- $29,165,303
- Total liabilities, end of year
- $6,908,981
- Net assets, end of year
- $22,256,322
- Land, buildings and equipment
- $1,242,894
- Publicly traded securities
- $20,611,114
- Net assets without donor restrictions
- $22,256,322
- Gross receipts
- $17,382,185
- Employees
- 24
- Volunteers
- 21
- Year formed
- 1926
- 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 | Other / benefits |
|---|---|---|---|---|
| BRADY KELLEY | CEO & PRESIDENT Officer | 40 | $716,602 | $237,270 |
| FROSTY MOHN | DIRECTOR OF TECHNOLOGY OPERATIONS Highest-paid employee | 40 | $329,383 | $50,517 |
| VANESSA SIMS | DIRECTOR OF TALENT & CULTURE Highest-paid employee | 40 | $275,646 | $72,508 |
| KERI KISH | GENERAL COUNSEL & POLICY DIRECTOR Highest-paid employee | 40 | $307,372 | $32,284 |
| DEBBIE HILL | DIRECTOR OF EVENTS Highest-paid employee | 40 | $283,816 | $29,840 |
| JOHN MEETZ | DIRECTOR OF GOVERNMENT RELATIONS Highest-paid employee | 40 | $223,603 | $34,095 |
| PHILLIP MCCRORIE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PATRICK ALBRECHT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| WENDY HOUSER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CORYN THALMANN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BRENDA BALLARD AUSTENFELD | IMMEDIATE PAST CHAIR Trustee or director | 2 | $0 | $0 |
| STEVE BOYD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTI CARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERONICA DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERALD DUPRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GARRISON | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIN JONES DIRECTOR | (NON-VOTING) (TERM START 03/2025) Trustee or director | 1 | $0 |
| DANNY KAUFMAN | DIRECTOR Trustee or director | 1 | $0 |
| NEIL KESSLER | DIRECTOR (TERM START 03/2025) Trustee or director | 1 | $0 |
| LOU LEVINSON | DIRECTOR Trustee or director | 1 | $0 |
| JEFF MCNATT | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTA NADLER | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK ROE | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SANDERS | DIRECTOR Trustee or director | 1 | $0 |
| DANIELLE WADE | DIRECTOR Trustee or director | 1 | $0 |
| ANNIE DAWSON DIRECTOR | (NON-VOTING) (TERM END 03/2025) Trustee or director | 1 | $0 |
| DAVE OBENAUER | DIRECTOR (TERM END 03/2025) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRADY KELLEY | CEO & PRESIDENT Officer | 40 | $689,254 | $190,745 |
| VANESSA SIMS | DIRECTOR OF TALENT & CULTURE Highest-paid employee | 40 | $274,612 | $62,388 |
| KERI KISH | GENERAL COUNSEL & POLICY DIRECTOR Highest-paid employee | 40 | $293,955 | $31,430 |
| DEBBIE HILL | DIRECTOR OF EVENTS Highest-paid employee | 40 | $281,018 | $25,443 |
| SUSAN HENDERSON | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $221,585 | $50,508 |
| JOHN MEETZ | DIRECTOR OF GOVERNMENT RELATIONS Highest-paid employee | 40 | $199,310 | $33,722 |
| BRENDA BALLARD AUSTENFELD | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PHILLIP MCCRORIE | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PATRICK ALBRECHT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| WENDY HOUSER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DAVE OBENAUER | IMMEDIATE PAST CHAIR Trustee or director | 2 | $0 | $0 |
| STEVE BOYD | DIRECTOR (TERM START 2024) Trustee or director | 1 | $0 | $0 |
| CHRISTI CARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERONICA DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNIE DAWSON NON-VOTING | DIRECTOR (TERM START 2024) Trustee or director | 1 | $0 | $0 |
| GERALD DUPRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL GARRISON | DIRECTOR (TERM START 2024) Trustee or director | 1 | $0 | $0 |
| DANNY KAUFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LOU LEVINSON | DIRECTOR (TERM START 2024) Trustee or director | 1 | $0 | $0 |
| JEFF MCNATT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTA NADLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK ROE | DIRECTOR (TERM START 2024) Trustee or director | 1 | $0 | $0 |
| ROBERT SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CORYN THALMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIELLE WADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRYAN CLARK | DIRECTOR (TERM END 3/2024) Trustee or director | 1 | $0 | $0 |
| JANET JORDAN FOSTER | DIRECTOR (TERM END 4/2024) Trustee or director | 1 | $0 | $0 |
| HENRY LOPEZ | DIRECTOR (TERM END 6/2024) Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRADY R KELLEY | EXECUTIVE DIRECTOR Officer | 40 | $653,487 | $195,788 |
| KERI KISH | GENERAL COUNSEL & POLICY DIRECTOR Highest-paid employee | 40 | $291,128 | $38,557 |
| VANESSA SIMS | DIRECTOR DIVERSITY EQUITY INCLUSION Highest-paid employee | 40 | $259,070 | $66,210 |
| JULIE FRITZ | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $270,784 | $43,209 |
| DEBBIE HILL | DIRECTOR OF EVENTS Highest-paid employee | 40 | $261,710 | $33,670 |
| SUSAN HENDERSON | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $212,083 | $51,359 |
| DAVE OBENAUER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BRENDA AUSTENFELD | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PATRICK ALBRECHT | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CARLTON MANER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRYAN CLARK | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| CRISTI CARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERONICA DAVIS | DIRECTOR (TERM START 3/13/23) Trustee or director | 1 | $0 | $0 |
| GERALD DUPRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY HOUSER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANNY KAUFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER KESSEL | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 |
| HENRY LOPEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHIL MCCRORIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF MCNATT | DIRECTOR (TERM START 3/13/23) Trustee or director | 1 | $0 | $0 |
| CHRISTA NADLER | DIRECTOR (TERM START 3/13/23) Trustee or director | 1 | $0 | $0 |
| ROBERT SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CORYN THALMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIELLE WADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANNON DAHLKE APPLEGATE | DIRECTOR (TERM END 3/13/23) Trustee or director | 1 | $0 | $0 |
| ADAM CARE | DIRECTOR (TERM END 3/13/23) Trustee or director | 1 | $0 | $0 |
| DAVIS D MOORE | PAST PRESIDENT (TERM END 3/13/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4151 N MULBERRY DR STE 240, KANSAS CITY, MO 64116-4600
- In care of
- % GRETA ROBERTS
- Principal officer (990 for 2025)
- BRADY KELLEY, 4151 N MULBERRY DR 240, KANSAS CITY, MO 64116
- Signed the 990
- BRADY KELLEY, CEO & PRESIDENT
- Phone
- (816) 741-3910
- Website
- WWW.WSIA.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- WSIA OFFERS THE FOLLOWING OPPORTUNITIES THROUGHOUT THE YEAR TO MEMBERS:* INDUSTRY NETWORKING MEETINGS (THE ANNUAL MARKETPLACE, UNDERWRITING SUMMIT, U40 CONNECT AND EDUTECH CONNECT)* MEMBER EDUCATION (EXCESS & SURPLUS LINES PROGRAM, ADVANCED E&S PROGRAM, EXECUTIVE LEADERSHIP SUMMIT, COLLABORATIVE SELLING AND NEGOTIATIONS PROGRAM, SURPLUS LINES MANAGEMENT PROGRAM, ONLINE PROGRAMS, WSIA UNIVERSITY, UNDERWRITING BOOT CAMP, AND LEADING PEOPLE & TEAMS)
- WSIA'S LEGISLATIVE AND REGULATORY ADVOCACY EFFORTS PROVIDE AN IMPORTANT SERVICE FOR MEMBERS BY MONITORING AND EXPRESSING POSITIONS ON STATE AND FEDERAL ISSUES AFFECTING THE WHOLESALE, SPECIALTY, AND SURPLUS LINES INDUSTRY.
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
- 86-0140772
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1951
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $29,165,303
- Income (IRS master file)
- $17,382,185
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $16,530,278 | $15,233,104 | $29,165,303 | XML |
| 990 | December 2024 | $15,798,095 | $13,558,836 | $23,573,607 | IRS |
| 990 | December 2023 | $13,594,086 | $12,265,761 | $20,365,176 | XML |
| 990 | December 2022 | $11,959,516 | $11,091,715 | $18,434,483 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 86-0140772).
Questions about WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION
- What is the EIN of WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION?
- The employer identification number (EIN) of WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION is 86-0140772.
- Is WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1951.
- Are donations to WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION 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 WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION 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 WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION 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 WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION?
- The 990 for the year ended December 31, 2025 names BRADY KELLEY.
- Who are the officers and directors of WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 27 people; 6 received compensation from the organization, the highest $716,602 (BRADY KELLEY, CEO & PRESIDENT).
- How much revenue does WHOLESALE AND SPECIALTY INSURANCE ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $16,530,278, expenses of $15,233,104 and total assets of $29,165,303 at year end.
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