Missouri · Nonprofit
WSIA EDUCATION FOUNDATION
WSIA EDUCATION FOUNDATION (Missouri) receives grants from 9 organizations whose IRS filings report $3,565,350 to it, the largest being The Surplus Line Association of Arizona Foundation ($3,125,000). 5 of them have funded it in more than one year.
- Revenue FY2025
- $1.9M
- Funders on record
- 9
- Grants received
- $3.6M
- Net assets
- $17M
What Wsia Education Foundation does
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.
As stated on its FY2025 Form 990.
Programs
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.
$411,126 spentof which $243,550 as grants$97,050 earned by the program48% of program spendingSymposiums: 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.
$204,683 spent$31,250 earned by the program24% of program spendingScholarships: 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.
$193,192 spentof which $193,192 as grants22% of program spendingAm 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.
$55,596 spentof which $19,900 as grants6% of program spending
The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $864,597.
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.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $15M to $13M (−10%).
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.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.
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
David Nelson
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 2 funders to 5 funders, grant income rose $155k → $430k.
2 of 9 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 1% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $5k from one payer (the payer shares this organization's board, largest National Association of Professional Surplus Lines Offices Ltd). These are real filings, and they are not money WSIA EDUCATION FOUNDATION raised.
From the IRS filings of WSIA EDUCATION FOUNDATION’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.
How concentrated its funding is
WSIA EDUCATION FOUNDATION leans on a few funders — its largest provides 88% of grant income and the top three 94%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2017 97% · 2018 92% · 2019 97% · 2020 87% · 2021 88% · 2022 79% · 2023 81% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. 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.
How long its funders stay
67% of WSIA EDUCATION FOUNDATION's funders are still giving 3 years after their first grant; 56% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
WSIA EDUCATION FOUNDATION draws 100% of its grant income from funders outside Missouri, across 6 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $44k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. 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.
Organizations like WSIA EDUCATION FOUNDATION
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
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
83% of spending goes to programs.
Governance
Public support
18%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Part of a family of 2 related entities
- Wholesale & Specialty Insurance Association · exempt
- Wsia Talent Advocacy & Engagement Foundation · exempt
Screen this organization
A dated, signed PDF of the compliance screen for WSIA EDUCATION FOUNDATION: 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.
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 WSIA EDUCATION FOUNDATION?
- WSIA EDUCATION FOUNDATION (Missouri) receives grants from 9 organizations whose IRS filings report $3,565,350 to it, the largest being The Surplus Line Association of Arizona Foundation ($3,125,000). 5 of them have funded it in more than one year.
- How many funders does WSIA EDUCATION FOUNDATION have?
- IRS filings report 9 organizations giving $3,565,350 in grants to WSIA EDUCATION FOUNDATION, 5 of which have funded it in more than one year.
- Who is the largest funder of WSIA EDUCATION FOUNDATION?
- The Surplus Line Association of Arizona Foundation is the largest funder on record, with $3,125,000 in grants. The full list of funders is on this page.
- How can an organization like WSIA EDUCATION FOUNDATION 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 9 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