Civic Intelligence

Wsia Diversity Foundation

EIN 85-3686906 • 501(c)3 • Kansas City, MO

Pub. 78 Eligible

Profile

See schedule othe wsia diversity foundation is a charitable organization whose purpose is to promote diversity in the areas of race, gender, sexual orientation and disability and to influence meaningful progress in the diversity of the wholesale, specialty and surplus lines insurance industry and its talent pipeline. The foundation strives to (1) promote diversity and inclusion with the larger, unified voice of the entire insurance industry, (2) focus energy and purpose to influence meaningful progress in the diversity of the insurance industry and its talent pipeline, (3) coordinate programs to promote diversity, develop inclusive workplace cultures, and attract diverse talent to the insurance industry, and (4) foster synergy among the diversity programs and initiatives of a large number of industry participants.

4131 N Mulberry Dr 200Kansas City, MO 64116

www.wsia.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-6.8%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,504,162

Up $76,296 (+3.1%) from 2023

Liabilities

Down

$2,576

Down $14,754 (-85%) from 2023

Net Assets

Up

$2,501,586

Up $91,050 (+3.8%) from 2023

Revenue

Up

$628,176

Up $61,171 (+11%) from 2023

Expenses

Down

$537,626

Down $140,157 (-21%) from 2023

Net Income

Up

$90,550

Up $201,328 (+182%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2020: $1,265,096Liabilities 2020: $0Net Assets 2020: $1,265,0962020Assets 2021: $2,608,029Liabilities 2021: $27,580Net Assets 2021: $2,580,4492021Assets 2022: $2,604,368Liabilities 2022: $83,054Net Assets 2022: $2,521,3142022Assets 2023: $2,427,866Liabilities 2023: $17,330Net Assets 2023: $2,410,5362023Assets 2024: $2,504,162Liabilities 2024: $2,576Net Assets 2024: $2,501,5862024

Highlighted filing

2024

Assets$2,504,162
Liabilities$2,576
Net Assets$2,501,586

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2020: $1,276,440Expenses 2020: $11,344Net Income 2020: $1,265,0962020Revenue 2021: $1,329,635Expenses 2021: $14,282Net Income 2021: $1,315,3532021Revenue 2022: $291,515Expenses 2022: $350,650Net Income 2022: -$59,1352022Revenue 2023: $567,005Expenses 2023: $677,783Net Income 2023: -$110,7782023Revenue 2024: $628,176Expenses 2024: $537,626Net Income 2024: $90,5502024

Highlighted filing

2024

Revenue$628,176
Expenses$537,626
Net Income$90,550

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$628,176
Mission and Program Overview

Mission

See schedule othe wsia diversity foundation is a charitable organization whose purpose is to promote diversity in the areas of race, gender, sexual orientation and disability and to influence meaningful progress in the diversity of the wholesale, specialty and surplus lines insurance industry and its talent pipeline. The foundation strives to (1) promote diversity and inclusion with the larger, unified voice of the entire insurance industry, (2) focus energy and purpose to influence meaningful progress in the diversity of the insurance industry and its talent pipeline, (3) coordinate programs to promote diversity, develop inclusive workplace cultures, and attract diverse talent to the insurance industry, and (4) foster synergy among the diversity programs and initiatives of a large number of industry participants.

Stimulate and attract a broad pipeline of talent for the insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,410,536$2,501,586▲ $91,050
Pledges and Grants Receivable$1,450,000$1,480,000▲ $30,000
Prepaid Expenses and Deferred Charges$235,202$311,567▲ $76,365
Cash and Non-Interest-Bearing Accounts$742,664$215,419▼ $527,245
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,427,866$2,504,162▲ $76,296
Other Assets Total$0$497,176▲ $497,176
Liabilities
Accounts Payable and Accrued Expenses$11,053$0▼ $11,053
Other Liabilities$6,277$2,576▼ $3,701
Total Liabilities$17,330$2,576▼ $14,754
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,410,536$2,501,586▲ $91,050
Total Liabilities and Net Assets / Fund Balance$2,427,866$2,504,162▲ $76,296

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$497,176--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carlton ManerChair
Tony ChimeraVice Chair
Carey BondDirector
Duffy KollerDirector
Gerald DupreDirector
Jacque SchaendorfDirector
Molly ShahDirector
Phillip MccrorieDirector
Thurston Davis JrDirector
Brenda AustenfeldDirector (term End 8/2024)
Emma GarnerDirector (term End 8/2024)
Janet Jordan-fosterDirector (term End 8/2024)
Terrance MeadeDirector (term End 8/2024)
Liz KramerDirector (term Start 8/2024)
Mayra PropisDirector (term Start 8/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Ocean BrainEducation Materials And WebinarsPO BOX 809321, Chicago, IL 60680$198,396
Revenue and Support

Revenue Composition

Contributions and Grants
$606,000
Program Service Revenue
$0
Investment Income
$22,176
Other Revenue
$0
All Other Contributions
$606,000
Change in Net Assets
$90,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$448,126
Grants and Similar Amounts Paid$89,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$184,711$458-$185,169
Information Technology$114,128--$114,128
Grants to Domestic Individuals$68,750--$68,750
Conferences and Meetings$45,156$7,066-$52,222
Fees for Services Other$43,851--$43,851
Office Expenses$26,682$14,045-$40,727
Grants to Domestic Orgs$20,750--$20,750
Advertising-$6,888-$6,888
Insurance-$2,706-$2,706
Fees for Services Accounting-$1,747-$1,747
Fees for Services Legal-$688-$688
Total Functional Expenses$504,028$33,598$0$537,626
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Association of Insurance CommissionersKansas City, MO501(c)(3)2024 Dei Conference Gold Sponsor$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Wsia$1,840
Due to Wsia Education Foundation$736
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The foundation has a management agreement with the wholesale & specialty insurance association (wsia), a related non-profit organization (see schedule r). Wsia provides management services including financial management services, administrative services, board of director and committee support, database management and use, meeting and liaison services, web site management, publishing and communications, and other services.

Form 990, Part VI, Section A, Line 6

Wsia is the foundation's sole member.

Form 990, Part VI, Section A, Line 7A

The organization's sole member, wsia, is responsible for electing the members of the foundation's board of directors and officers at the annual business meeting.

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

The board of directors reviews form 990 and required supplemental schedules for completeness and accuracy and approves the form for submission during a board meeting prior to filing.

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

The foundation and its board of directors have established 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 and its members. 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 or 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 scrutinize 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.

Form 990, Part VI, Section B, Line 15

Foundation activities are conducted by employees of wsia.

Form 990, Part VI, Section C, Line 19

A copy of the bylaws is posted on the foundation's website and we provide all documents, including the conflicts of interest policy and financial statement, upon request.

Filing and Contact Details

Filer

Filer Name
Wsia Talent Advocacy & Engagement
EIN
85-3686906
Phone
8167413910
Address
4131 N MULBERRY DR 200, KANSAS CITY, MO 64116

Signing Officer

Name
Carlton Maner
Title
Chair
Phone
8167413910
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlton Maner
Formed
2020
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
15

Preparer

Firm
Cbiz Advisors LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0628176
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0114128
IRS990/InformationTechnologyGrp/TotalAmt0114128
IRS990/InsuranceGrp/ManagementAndGeneralAmt02706
IRS990/InsuranceGrp/TotalAmt02706
IRS990/InvestmentIncomeGrp/ExclusionAmt022176
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022176
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt02410536
IRS990/NetAssetsOrFundBalancesEOYAmt02501586
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014045
IRS990/OfficeExpensesGrp/ProgramServicesAmt026682
IRS990/OfficeExpensesGrp/TotalAmt040727
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0497176
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt06277
IRS990/OtherLiabilitiesGrp/EOYAmt02576
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01450000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01480000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0235202
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0311567
IRS990/PrincipalOfficerNm0CARLTON MANER
IRS990/PriorPeriodAdjustmentsAmt0500
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0567005
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt089000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0588783
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-110778
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0677783
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0567005
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt090550
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02410536
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02501586
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION HAS A COPY OF THE SUPPORTED ORGANIZATION'S DETERMINATION LETTER ON FILE AND ANNUALLY RECEIVES A PRO FORMA SCHEDULE A (FORM 990), PART III DOCUMENTING THAT THE 509(A)(2) PUBLIC SUPPORT TEST HAS BEEN MET FOR THE CURRENT REPORTING PERIOD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION CONDUCTS DIRECT CHARITABLE PROGRAMS IN SUPPORT OF THE SUPPORTED ORGANIZATION'S MISSION (SEE FORM 990, PART III, LINE 4A). THE FOUNDATION HAS DIRECT OVERSIGHT OVER THE USE OF ITS FUNDS AND, BY CARRYING OUT THE PROGRAMS DIRECTLY, ENSURES THAT THE SUPPORT PROVIDED IS SOLELY FOR CHARITABLE PURPOSES. THE MONETARY SUPPORT REPORTED IN SCHEDULE A, PART I, LINE 12(V) REPRESENTS THE TOTAL PROGRAM EXPENDITURES THE FOUNDATION INCURRED IN CARRYING OUT CHARITABLE PROGRAMS ON BEHALF OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0860140772
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0504028
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WHOLESALE & SPECIALTY INSURANCE ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0504028
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0497176
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD BY OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1736
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO WSIA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO WSIA EDUCATION FOUNDATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0497176
IRS990ScheduleD/TotalLiabilityAmt02576
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt02024 DEI CONFERENCE GOLD SPONSOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS
IRS990ScheduleI/RecipientTable/RecipientEIN0311674580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01100 WALNUT ST STE 1000
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0641062197
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO SUCCESSFULLY COMPLETE THE INTERNSHIP PROGRAM SPONSORED BY THE FOUNDATION. SCHOLARSHIP FUNDS ARE SENT TO THE FINANCIAL AID DEPARTMENT OF THE RECIPIENT'S COLLEGE TO BE DISTRIBUTED TO THE APPROPRIATE RECIPIENT. SCHOLARSHIP RECIPIENTS MUST BE UNDERGRADUATE STUDENTS WHO MAINTAIN A GRADE POINT AVERAGE OF AT LEAST 2.0.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS A MANAGEMENT AGREEMENT WITH THE WHOLESALE & SPECIALTY INSURANCE ASSOCIATION (WSIA), A RELATED NON-PROFIT ORGANIZATION (SEE SCHEDULE R). WSIA PROVIDES MANAGEMENT SERVICES INCLUDING FINANCIAL MANAGEMENT SERVICES, ADMINISTRATIVE SERVICES, BOARD OF DIRECTOR AND COMMITTEE SUPPORT, DATABASE MANAGEMENT AND USE, MEETING AND LIAISON SERVICES, WEB SITE MANAGEMENT, PUBLISHING AND COMMUNICATIONS, AND OTHER SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WSIA IS THE FOUNDATION'S SOLE MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S SOLE MEMBER, WSIA, IS RESPONSIBLE FOR ELECTING THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS AND OFFICERS AT THE ANNUAL BUSINESS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS FORM 990 AND REQUIRED SUPPLEMENTAL SCHEDULES FOR COMPLETENESS AND ACCURACY AND APPROVES THE FORM FOR SUBMISSION DURING A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION AND ITS BOARD OF DIRECTORS HAVE ESTABLISHED 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 AND ITS MEMBERS. 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 OR 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 SCRUTINIZE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOUNDATION ACTIVITIES ARE CONDUCTED BY EMPLOYEES OF WSIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A COPY OF THE BYLAWS IS POSTED ON THE FOUNDATION'S WEBSITE AND WE PROVIDE ALL DOCUMENTS, INCLUDING THE CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENT, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00

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