Civic Intelligence

Wsia Diversity Foundation

990 • Fiscal year 2020 • EIN 85-3686906

Oct 29, 2020 to Dec 31, 2020 • Filed on Nov 06, 2021

Organization ProfileWWW.WSIA.ORG
4131 N Mulberry Dr Suite 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

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$1,265,096

No earlier filing loaded for comparison.

Net Assets

$1,265,096

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

$1,276,440

No earlier filing loaded for comparison.

Expenses

$11,344

No earlier filing loaded for comparison.

Net Income

$1,265,096

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$1,265,096
Liabilities$0
Net Assets$1,265,096
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,276,440
Expenses$11,344
Net Income$1,265,096
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 29, 2020 to Dec 31, 2020
Signed
Nov 6, 2021
Return Version
2020v4.1
Gross Receipts
$1,276,440
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.

The 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$1,265,096▲ $1,265,096
Pledges and Grants Receivable$0$905,000▲ $905,000
Cash and Non-Interest-Bearing Accounts$0$359,088▲ $359,088
Prepaid Expenses and Deferred Charges$0$1,008▲ $1,008
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$1,265,096▲ $1,265,096
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$1,265,096▲ $1,265,096
Total Liabilities and Net Assets / Fund Balance$0$1,265,096▲ $1,265,096
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Carlton ManerChair
Brenda AustenfeldDirector
Dave LeonardDirector
Emma GarnerDirector
Janet Jordan-fosterDirector
Terrance MeadeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,276,440
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,264,088
Change in Net Assets
$1,265,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$7,330-$7,330
Other Expenses$3,000--$3,000
Conferences and Meetings-$813-$813
Insurance$201--$201
Total Functional Expenses$3,201$8,143$0$11,344
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

“Carlton maner and janet jordan-foster work for the same company.”

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

“The organization's member is responsible for electing the members of the wsia diversity board of directors and officers at the annual business meeting held in the spring.”

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

“Members of the board of directors disclose any affiliation with possible recipients of the foundations resources in advance of discussions. Staff will review any requests under consideration for possible affiliation with board members. Board members with potential or actual conflicts will not particpate in related discussions.”

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 Diversity Foundation
EIN
85-3686906
Phone
8167413910
Address
4131 N MULBERRY DR SUITE 200, KANSAS CITY, MO 64116

Signing Officer

Name
Brady R Kelley
Title
Executive Director
Phone
8167413910
Signed
2021-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brady Kelley
Formed
2020
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
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
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A SCHEDULE A IS PREPARED FOR WHOLSEALE & SPECIALTY INSURANCE ASSOCIATION, A 501(C)(6), IN ORDER TO CONFIRM THE ORGANIZATION SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WSIA DIVERSITY FOUNDATION WILL CONFIRM YEARLY THAT ALL SUPPORT TO WHOLSEALE & SPECIALTY INSURANCE ASSOCIATION (WSIA) IS USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. NO SUPPORT WAS PROVIDED TO WSIA DURING THE YEAR OF STARTUP.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARLTON MANER AND JANET JORDAN-FOSTER WORK FOR THE SAME COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBER IS RESPONSIBLE FOR ELECTING THE MEMBERS OF THE WSIA DIVERSITY BOARD OF DIRECTORS AND OFFICERS AT THE ANNUAL BUSINESS MEETING HELD IN THE SPRING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE ANY AFFILIATION WITH POSSIBLE RECIPIENTS OF THE FOUNDATIONS RESOURCES IN ADVANCE OF DISCUSSIONS. STAFF WILL REVIEW ANY REQUESTS UNDER CONSIDERATION FOR POSSIBLE AFFILIATION WITH BOARD MEMBERS. BOARD MEMBERS WITH POTENTIAL OR ACTUAL CONFLICTS WILL NOT PARTICPATE IN RELATED DISCUSSIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A 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 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WHOLSEALE AND SPECIALTY INSURANCE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WSIA EDUCATION FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860140772
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1431601552
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04131 N MULBERRY DRIVE NO 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14131 N MULBERRY DR NO 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064116
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd164116
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt01265096
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt01265096
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01276440
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08143
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03201
IRS990/TotalFunctionalExpensesGrp/TotalAmt011344
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01265096
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03201
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01276440
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01265096
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04131 N MULBERRY DR SUITE 200
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064116
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.WSIA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADY R KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08167413910
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WSIA DIVERSITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WSIA
ReturnHeader/Filer/EIN0853686906
ReturnHeader/Filer/PhoneNum08167413910
ReturnHeader/Filer/USAddress/AddressLine1Txt04131 N MULBERRY DR SUITE 200
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 WEST 47TH STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064112
ReturnHeader/PreparerPersonGrp/PhoneNum08169455500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02021-11-07T09:24:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLEY
ReturnHeader/TaxPeriodBeginDt02020-10-29
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,265,096
Liabilities
$0
Net assets
$1,265,096
Revenue
$1,276,440
Expenses
$11,344
Net income
$1,265,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.63$0.54$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.02$2.41$0.57$0.68$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.08$2.52$0.29$0.35$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.03$2.58$1.33$0.01$1.32
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.28$0.01$1.27