Totals
- Total revenue
- $236,859
- Total expenses
- $690,396
- Contributions and grants received
- $212,982
- Grants paid
- $104,838
- Program service revenue
- $0
- Investment income
- $23,877
- Other revenue
- $0
- Total assets, end of year
- $2,039,486
- Total liabilities, end of year
- $12,437
- Net assets or fund balances, end of year
- $2,027,049
- Program services expenses (Part IX)
- $636,031
- Management and general expenses
- $54,365
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $636,031
Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$212,982
-
3 · Investment income
total $23,877 · excluded $23,877
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $24,838 · program services $24,838
-
2 · Grants to domestic individuals
total $80,000 · program services $80,000
-
11b · Fees: legal
total $9,226 · management and general $9,226
-
11c · Fees: accounting
total $1,732 · management and general $1,732
-
11g · Fees: other
total $27,530 · program services $14,035 · management and general $13,495
-
12 · Advertising and promotion
total $4,742 · management and general $4,742
-
13 · Office expenses
total $12,313 · program services $7,182 · management and general $5,131
-
17 · Travel
total $160,687 · program services $157,769 · management and general $2,918
-
19 · Conferences, conventions and meetings
total $131,204 · program services $119,504 · management and general $11,700
-
23 · Insurance
total $5,421 · management and general $5,421
-
24a · Other expenses: EDUCATIONAL RESOURCES
total $232,703 · program services $232,703
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $215,419 · end of year $826,154
-
3 · Pledges and grants receivable
beginning of year $1,480,000 · end of year $635,000
-
9 · Prepaid expenses and deferred charges
beginning of year $311,567 · end of year $57,279
-
15 · Other assets
beginning of year $497,176 · end of year $521,053
-
25 · Other liabilities
beginning of year $2,576 · end of year $12,437
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $2,501,586 · end of year $2,027,049
Mission and programs · 2025
Mission
THE WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION WAS FOUNDED IN 2020 TO STIMULATE AND ATTRACT A BROAD PIPELINE OF TALENT FOR THE WHOLESALE, SPECIALTY AND SURPLUS LINES INSURANCE INDUSTRY. (EXPANDED MISSION ON SCHEDULE O)THE FOUNDATION STRIVES TO:- PROVIDE EDUCATION RESOURCES AND PROGRAMS DESIGNED TO CULTIVATE A CULTURE FOR WSIA AND ITS MEMBERSHIP WHERE ALL PEOPLE FEEL SUPPORTED AND HAVE WHAT THEY NEED TO SUCCEED IN THE INDUSTRY;- REMOVE ANY BARRIERS TO ENABLE ALL PEOPLE TO COMPETE ON A LEVEL PLAYING FIELD; AND- FOSTER SYNERGY WITH SIMILAR INITIATIVES AMONG ALL INDUSTRY PARTICIPANTS.
Activities or mission (Part I)
STIMULATE AND ATTRACT A BROAD PIPELINE OF TALENT FOR THE INSURANCE INDUSTRY.
-
THE FOUNDATION WAS ORGANIZED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF WHOLESALE & SPECIALTY INSURANCE ASSOCIATION. (CONTINUED ON SCHEDULE O)THE FOUNDATION'S INITIATIVES AND PARTNERSHIPS INCLUDE:- ANNUAL SUMMER INTERNSHIP PROGRAM- ANNUAL ACADEMIC SCHOLARSHIPS- GRANTS TO EXISTING COLLEGE/UNIVERSITY RISK MANAGEMENT AND INSURANCE PROGRAMS- STUDENT SYMPOSIUMS- SUPPORT OF GAMMA IOTA SIGMA (GIS) AND THE GIS FOUNDATION-SUPPORT OF THE NATIONAL VETERANS CHAMBER OF COMMERCE -INCLUSIVE CULTURE INITIATIVES INCLUDING MENTORSHIP, INCLUSIVE LEADERSHIP
Expenses $636,031 · Grants $104,838
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carlton ManerCARLTON MANER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Tony ChimeraTONY CHIMERA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Rahmad BauldrickRAHMAD BAULDRICK
DIRECTOR (TERM START 03/2025)
- Total calculated
- $0
- Hours/week
- 1
-
Carey BondCAREY BOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lawyer DavisLAWYER DAVIS
DIRECTOR (TERM START 08/2025)
- Total calculated
- $0
- Hours/week
- 1
-
Thurston Davis JrTHURSTON DAVIS JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gerald DupreGERALD DUPRE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Christina GellerCHRISTINA GELLER
DIRECTOR (TERM START 03/2025)
- Total calculated
- $0
- Hours/week
- 1
-
Duffy KollerDUFFY KOLLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Liz KramerLIZ KRAMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mayra PropisMAYRA PROPIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacque SchaendorfJACQUE SCHAENDORF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Molly ShahMOLLY SHAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phillip McCroriePHILLIP MCCRORIE
DIRECTOR (TERM END 08/2025)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
SAPPHIRE LEVEL PARTNERSHIP 2025
-
$5,000
SUSTAINING PARTNESHIP CONTRIBUTION
-
$2,500
GIS COLLABORATOR ALL IN FUNDRAISING CONTRIBUTION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WHOLESALE & SPECIALTY INSURANCE ASSOCIATION
501(C)(6) · MEMBER ORGANIZATION REPRESENTING WHOLESALE, SPECIALTY & SURPLUS LINES · MO
-
501(C)(3) · STUDENT-FOCUSED EDUCATIONAL PROGRAMS, SYMPOSIUMS & SCHOLARSHIPS · MO
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 11 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611409349300431
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