Civic Intelligence

Derek Hughes Napslo Educational Foundation

990 • Fiscal year 2022 • EIN 43-1601552

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 29, 2023

Organization ProfileWWW.WSIA.ORG
4131 N Mulberry Drive 200Kansas City, MO 64116

(816) 741-3910

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.80x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$703,715

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 59.6% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$13,384,853

Down $1,499,493 (-10%) from 2021

Net Assets

Down

$12,438,307

Down $1,534,509 (-11%) from 2021

Liabilities

Up

$946,546

Up $35,016 (+3.8%) from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin82nd percentile

Revenue

Up

$1,180,085

Up $165,112 (+16%) from 2021

Expenses

Down

$763,925

Down $856,269 (-53%) from 2021

Net Income

Up

$416,160

Up $1,021,381 (+169%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $5,775,162Liabilities 2011: $2,058Net Assets 2011: $5,773,1042011Assets 2012: $6,283,399Liabilities 2012: $842Net Assets 2012: $6,282,5572012Assets 2013: $6,474,510Liabilities 2013: $1,360Net Assets 2013: $6,473,1502013Assets 2014: $6,621,136Liabilities 2014: $0Net Assets 2014: $6,621,1362014Assets 2015: $6,683,004Liabilities 2015: $457Net Assets 2015: $6,682,5472015Assets 2016: $6,770,362Liabilities 2016: $44,883Net Assets 2016: $6,725,4792016Assets 2017: $7,320,921Liabilities 2017: $52,753Net Assets 2017: $7,268,1682017Assets 2018: $11,953,879Liabilities 2018: $149,824Net Assets 2018: $11,804,0552018Assets 2019: $12,658,695Liabilities 2019: $114,145Net Assets 2019: $12,544,5502019Assets 2020: $13,832,580Liabilities 2020: $98,888Net Assets 2020: $13,733,6922020Assets 2021: $14,884,346Liabilities 2021: $911,530Net Assets 2021: $13,972,8162021Assets 2022: $13,384,853Liabilities 2022: $946,546Net Assets 2022: $12,438,3072022Assets 2023: $14,549,895Liabilities 2023: $697,560Net Assets 2023: $13,852,3352023Assets 2024: $16,017,131Liabilities 2024: $709,291Net Assets 2024: $15,307,8402024

Highlighted filing

2022

Assets$13,384,853
Liabilities$946,546
Net Assets$12,438,307
Open 2022 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $206,0022011Expenses 2012: $208,6482012Expenses 2013: $194,4132013Revenue 2014: $417,576Expenses 2014: $253,176Net Income 2014: $164,4002014Revenue 2015: $451,725Expenses 2015: $359,064Net Income 2015: $92,6612015Revenue 2016: $439,640Expenses 2016: $396,708Net Income 2016: $42,9322016Revenue 2017: $443,501Expenses 2017: $310,403Net Income 2017: $133,0982017Revenue 2018: $861,015Expenses 2018: $583,458Net Income 2018: $277,5572018Revenue 2019: $1,179,517Expenses 2019: $620,115Net Income 2019: $559,4022019Revenue 2020: $730,357Expenses 2020: $455,044Net Income 2020: $275,3132020Revenue 2021: $1,014,973Expenses 2021: $1,620,194Net Income 2021: -$605,2212021Revenue 2022: $1,180,085Expenses 2022: $763,925Net Income 2022: $416,1602022Revenue 2023: $1,395,416Expenses 2023: $930,928Net Income 2023: $464,4882023Revenue 2024: $2,168,345Expenses 2024: $943,365Net Income 2024: $1,224,9802024

Highlighted filing

2022

Revenue$1,180,085
Expenses$763,925
Net Income$416,160
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$1,894,273
Mission and Program Overview

Mission

See schedule o.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. 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.

See schedule o.the wsia education foundation supports the wsia education programs; champions the associate in surplus lines insurance (asli) designation program; supports the am best company's annual review of the surplus lines segment; administers student-focused educational programs, symposiums, and scholarships; and attracts new talent to the industry through university outreach in collaboration with wsia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,775,419$13,237,294▼ $1,538,125
Cash and Non-Interest-Bearing Accounts$83,959$109,800▲ $25,841
Prepaid Expenses and Deferred Charges$24,968$37,759▲ $12,791
Total Assets$14,884,346$13,384,853▼ $1,499,493
Liabilities
Other Liabilities$850,000$825,000▼ $25,000
Accounts Payable and Accrued Expenses$53,530$113,546▲ $60,016
Deferred Revenue$8,000$8,000→ $0
Total Liabilities$911,530$946,546▲ $35,016
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,887,304$10,402,435▼ $1,484,869
Net Assets With Donor Restrictions$2,085,512$2,035,872▼ $49,640
Total Net Assets Fund Balance$13,972,816$12,438,307▼ $1,534,509
Total Liabilities and Net Assets / Fund Balance$14,884,346$13,384,853▼ $1,499,493

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$538,385-▼ $13,132$7,500$517,753
2021$530,844-▲ $10,041$2,500$538,385
2020$527,251-▲ $8,593$5,000$530,844
2019$519,408-▲ $12,843$5,000$527,251
2018$548,003-▲ $6,458$35,053$519,408
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Brian Van CleavePresident
Nick AbrahamVice President
Clint NokesDirector
Danielle WadeDirector
David NelsonDirector
Hank HaldemanDirector
Janet Jordan-fosterDirector
Jennifer LarsonDirector
Kristen SkenderDirector
Matt LynchDirector
Maureen CavistonDirector
Regina KirwanDirector
Sarah GavlickDirector
Scott AndersonDirector
Terrance MeadeDirector
Tripp DusenbergDirector
Brady R KelleySecretary
Michael D MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$587,034
Program Service Revenue
$212,655
Investment Income
$407,439
Other Revenue
$-27,043
All Other Contributions
$516,486
Change in Net Assets
$416,160

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,131,046
Revenue Not Reported on Financial Statements
$49,039
Revenue Not Reported on Form 990
$-1,702,330
Other Revenue Adjustments
$1,312
Total Revenue per Audited Statements
$-571,284
Total Revenue per Form 990
$1,180,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$659,550
Grants and Similar Amounts Paid$104,375
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$104,375--$104,375
Fees for Service Investment Mgmnt Fees-$47,727-$47,727
Fees for Services Accounting-$22,746-$22,746
Insurance-$12,687-$12,687
Conferences and Meetings-$4,705-$4,705
Other Expenses$47,246$954-$954
Total Functional Expenses$675,106$88,819$0$763,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$963,225
Total Expenses per Form 990$763,925
Expenses per Audited Statements$714,886
Expenses Not Reported on Form 990$248,339
Expenses Not Reported on Financial Statements$49,039
Other Expense Adjustments$1,312
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,557
Fundraising Gross Income$32,202
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$102,750$32,202$11,171$21,031
Total Events$102,750$32,202$60,557$-28,355
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pledges Payable$825,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Many of the board members have business relationships with other board members because they are all employed in the wholesale, specialty and surplus lines insurance industry.”

Form 990, Part VI, Section B, Line 11B

“The board of directors reviewed the form 990 and required schedules for completeness and accuracy, and approved it for submission during a board meeting prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The wsia education foundation (the foundation) and its board of directors have a "conflict of interest" policy that requires each director and officer of the foundation to act such that he or she does not derive any personal profit or gain, directly or indirectly, by reason of his or her participation in the leadership of the foundation, and to always act in the best interest of the foundation. The policy also requires that each director and officer of the foundation disclose all actual and potential conflicts of interest as they occur. On an annual basis, each director shall be required to complete and sign a conflict of interest disclosure statement. In addition, any foundation director or officer upon recognizing he or she has a conflict of potential conflict of interest shall promptly disclose the conflict or potential conflict to the board. Each foundation director or officer has a continuing responsibility to scruntinize his or her outside business, industry and personal interests and activities for potential conflicts and to promptly disclose them. This disclosure policy is to be construed broadly, rather than narrowly, and any doubts as to the application of this policy should be resolved in favor of disclosure. All completed disclosure forms shall be provided to and reviewed by the foundation board. The disclosure forms and any other material related to a director's or officer's conflict of interest disclosures shall be maintained at the foundation's headquarters office.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and audited financial statements available to the general public upon request. In addition, the annual report, including financial information, is available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Wsia Education Foundation
EIN
43-1601552
Phone
8167413910
Address
4131 N MULBERRY DRIVE 200, KANSAS CITY, MO 64116

Signing Officer

Name
Brady R Kelley
Title
Secretary
Phone
8167413910
Signed
2023-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brady R Kelley
Formed
1991
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Mhm LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is used to fund and provide scholarships for students.”

PART X, LINE 2:

“The foundation has adopted the standards requiring disclosure of uncertain tax positions under asc topic 740 "income taxes." in addition, no tax positions exist for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease within the next twelve months.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising activities 60,557.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Misc income netted with expense on f/s 1,312.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising activities 60,557.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Misc income netted with expense on f/s 1,312.”

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IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.THE WSIA EDUCATION FOUNDATION SUPPORTS THE WSIA EDUCATION PROGRAMS; CHAMPIONS THE ASSOCIATE IN SURPLUS LINES INSURANCE (ASLI) DESIGNATION PROGRAM; SUPPORTS THE AM BEST COMPANY'S ANNUAL REVIEW OF THE SURPLUS LINES SEGMENT; ADMINISTERS STUDENT-FOCUSED EDUCATIONAL PROGRAMS, SYMPOSIUMS, AND SCHOLARSHIPS; AND ATTRACTS NEW TALENT TO THE INDUSTRY THROUGH UNIVERSITY OUTREACH IN COLLABORATION WITH WSIA.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/MissionDesc0SEE SCHEDULE O.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. 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.
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IRS990/OtherExpensesGrp/Desc2SOLVENCY STUDY
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IRS990/OtherExpensesGrp/ProgramServicesAmt1221252
IRS990/OtherExpensesGrp/ProgramServicesAmt247246
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IRS990/OtherExpensesGrp/TotalAmt1221252
IRS990/OtherExpensesGrp/TotalAmt247246
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037759
IRS990/PrincipalOfficerNm0BRADY R KELLEY
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IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1SYMPOSIUMS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125375
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION SPONSORS 5 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. THE ORGANIZATION HAS ALSO PLEDGED $1 MILLION TO THE WSIA DIVERSITY FOUNDATION, THE CHARITABLE FOUNDATION FOR THE WHOLESALE, SPECIALTY, AND SURPLUS LINES INDUSTRY WHOSE SOLE PURPOSE IS TO PROMOTE DIVERSITY IN THE AREAS OF RACE, GENDER, SEXUAL ORIENTATION, DISABILITY, ETC., ATTRACT DIVERSE TALENT, AND INFLUENCE MEANINGFUL PROGRESS IN THE DIVERSITY OF THE WSIA MEMBERSHIP AND ITS TALENT PIPELINE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0221252
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025375
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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 UNDERWRITING BOOT CAMP AND WSIA UNIVERSITY EDUCATION PROGRAMS THAT PROVIDE WSIA MEMBERS AN OPPORTUNITY TO CONTINUE THEIR EDUCATION AND EXPAND THEIR KNOWLEDGE OF THE WHOLESALE, SPECIALTY AND SURPLUS LINES MARKET.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0302233
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0188592
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ORGANIZATION PROVIDES 39 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0104375
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0104375
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0451085
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01115000
IRS990/PYInvestmentIncomeAmt0430743
IRS990/PYOtherExpensesAmt0505194
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0133145
IRS990/PYRevenuesLessExpensesAmt0-605221
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IRS990/PYTotalExpensesAmt01620194
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01014973
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0416160
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0WHILE WSIA EDUCATION FOUNDATION DID NOT MEET THE 33 1/3% SUPPORT TEST FOR THE CURRENT YEAR, THE ORGANIZATION'S PERCENTAGE WAS 19.05%, SO NEARLY DOUBLE THE 10% FLOOR AMOUNT. THE ORGANIZATION HAS A BROAD BASE OF SUPPORT, THE MAJORITY COMING FROM SURPLUS LINES ASSOCIATIONS (501(C)(6)) OF MULTIPLE DIFFERENT STATES AND OTHER CORPORATIONS RELATED TO THE SURPLUS LINES INDUSTRY, IN AN EFFORT TO COLLABORATE TO PROVIDE EDUCATIONAL PROGRAMS, SYMPOSIUMS AND SCHOLARSHIPS TO STUDENTS WITH INTEREST IN CAREERS IN THE INDUSTRY. THE PUBLIC SUPPORT PERCENTAGE DROPPED SOLELY DUE TO A PROPORTIONALLY LARGE RECURRING CONTRIBUTION FROM A SECTION 501(C)(3) EXEMPT PRIVATE FOUNDATION, GOVERNED BY AN INDEPENDENT BOARD OF TRUSTEES, RELATED TO A SURPLUS LINES ASSOCIATION. WITHOUT THIS SINGLE CONTRIBUTOR, THE PUBLIC SUPPORT PERCENTAGE WOULD BE VIRTUALLY 100%. WSIA EDUCATION FOUNDATION HAS AN INDEPENDENT REPRESENTATIVE GOVERNING BODY, MADE UP OF INDIVIDUALS ELECTED PURSUANT TO ITS GOVERNING INSTRUMENT, WHO HAVE SPECIAL KNOWLEDGE AND EXPERTISE IN THE SURPLUS LINES INDUSTRY. PROGRAMS AND SCHOLARSHIPS WERE MADE TO STUDENTS ACROSS THE COUNTRY AT 26 DIFFERENT COLLEGES AND UNIVERSITIES.
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06458

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,384,853
Liabilities
$946,546
Net assets
$12,438,307
Revenue
$1,180,085
Expenses
$763,925
Net income
$416,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.71$15.3$2.17$0.94$1.22
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.70$13.9$1.40$0.93$0.46
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.95$12.4$1.18$0.76$0.42
2021Detailed filing. Detailed filing data is available for this year.$14.9$0.91$14.0$1.01$1.62$0.61
2020Detailed filing. Detailed filing data is available for this year.$13.8$0.10$13.7$0.73$0.46$0.28
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.11$12.5$1.18$0.62$0.56
2018Summary only. Only limited summary data is available for this year.$12.0$0.15$11.8$0.86$0.58$0.28
2017Detailed filing. Detailed filing data is available for this year.$7.32$0.05$7.27$0.44$0.31$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.77$0.04$6.73$0.44$0.40$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.45$0.36$0.09
2014Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.42$0.25$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$0.00$6.47$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.00$6.28$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$0.00$5.77$0.21