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Missouri · Nonprofit

WHOLESALE & SPECIALTY INSURANCE ASSOCIATION

WHOLESALE & SPECIALTY INSURANCE ASSOCIATION (Missouri) receives grants from 1 organization whose IRS filings report $85,000 to it, the largest being PENNSYLVANIA SURPLUS LINES ASSOCIATION ($85,000). 1 of them have funded it in more than one year.

Revenue FY2025
$17M
Funders on record
1
Grants received
$85k
Net assets
$22M
1/1 repeat funderspeak grant-dependency 0%
01What it does

What Wholesale & Specialty Insurance Association does

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.

As stated on its FY2025 Form 990.

Programs

  1. 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)

  2. 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.

The 2 programs described on its FY2025 Form 990, listed largest first by expense.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($3.0M) Expenses 100 ($2.7M) Net assets 100 ($2.6M)2018 Revenue 321 ($9.5M) Expenses 311 ($8.2M) Net assets 415 ($11M)2019 Revenue 374 ($11M) Expenses 353 ($9.4M) Net assets 476 ($12M)2020 Revenue 209 ($6.2M) Expenses 217 ($5.8M) Net assets 513 ($13M)2021 Revenue 300 ($8.9M) Expenses 286 ($7.6M) Net assets 585 ($15M)2022 Revenue 405 ($12M) Expenses 418 ($11M) Net assets 553 ($14M)2023 Revenue 460 ($14M) Expenses 462 ($12M) Net assets 649 ($17M)2024 Revenue 535 ($16M) Expenses 510 ($14M) Net assets 754 ($20M)2025 Revenue 560 ($17M) Expenses 574 ($15M) Net assets 854 ($22M)
'17'18'19'20'21'22'23'24'25
Revenue (560)Expenses (574)Net assets (854)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $3.1M to $14M (+343%).

$3.1M
$14M
$16M
$15M
$19M
$18M
$20M
$24M
$29M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 6%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.

$296k
’17
$1.2M
’18
$1.7M
’19
$407k
’20
$1.3M
’21
$868k
’22
$1.3M
’23
$2.2M
’24
$1.3M
’25
0.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Brady Kelley

CEO & president

Board chair

Phillip Mccrorie

Chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed143627252627272827
Joined·+28+1+5+6+6+4+7+4
No longer listed·610755465
03Who funds it

Who funds it, year by year

2018 → 2023: the base held at 1 funder, grant income rose $10k → $20k.

Funder
'18
'19
'20
'21
'22
'23
'24*
total
funders
1
1
1
1
1
1
1

Left out of every figure on this page: $45k from one payer (the payer shares this organization's board, largest Wsia Education Foundation). These are real filings, and they are not money WHOLESALE & SPECIALTY INSURANCE ASSOCIATION raised.

From the IRS filings of WHOLESALE & SPECIALTY INSURANCE ASSOCIATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

WHOLESALE & SPECIALTY INSURANCE ASSOCIATION draws 100% of its grant income from funders outside Missouri, across 1 state in all.

PA

In-state vs out-of-state, by year

’18
’19
’20
’21
’22
’23
Missouri out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like WHOLESALE & SPECIALTY INSURANCE ASSOCIATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Missouri

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

18
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy–Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Part of a family of 2 related entities

  • Wsia Education Foundation · exempt
  • Wsia Talent Advocacy & Engagement Foundation · exempt

Screen this organization

A dated, signed PDF of the compliance screen for WHOLESALE & SPECIALTY INSURANCE ASSOCIATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds WHOLESALE & SPECIALTY INSURANCE ASSOCIATION?
WHOLESALE & SPECIALTY INSURANCE ASSOCIATION (Missouri) receives grants from 1 organization whose IRS filings report $85,000 to it, the largest being PENNSYLVANIA SURPLUS LINES ASSOCIATION ($85,000). 1 of them have funded it in more than one year.
How many funders does WHOLESALE & SPECIALTY INSURANCE ASSOCIATION have?
IRS filings report 1 organization giving $85,000 in grants to WHOLESALE & SPECIALTY INSURANCE ASSOCIATION, 1 of which have funded it in more than one year.
Who is the largest funder of WHOLESALE & SPECIALTY INSURANCE ASSOCIATION?
PENNSYLVANIA SURPLUS LINES ASSOCIATION is the largest funder on record, with $85,000 in grants. The full list of funders is on this page.
How can an organization like WHOLESALE & SPECIALTY INSURANCE ASSOCIATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Missouri. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing