Civic Intelligence

Wsia Diversity Foundation

990 • Fiscal year 2021 • EIN 85-3686906

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 06, 2022

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

30th percentile

0.01x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.02x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

94th percentile

106%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

4.2%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,608,029

Up $1,342,933 (+106%) from 2020

Net Assets

Up

$2,580,449

Up $1,315,353 (+104%) from 2020

Liabilities

Up

$27,580

Up $27,580 from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin99th percentile

Revenue

Up

$1,329,635

Up $53,195 (+4.2%) from 2020

Expenses

Up

$14,282

Up $2,938 (+26%) from 2020

Net Income

Up

$1,315,353

Up $50,257 (+4.0%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2021

Assets$2,608,029
Liabilities$27,580
Net Assets$2,580,449
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

2021

Revenue$1,329,635
Expenses$14,282
Net Income$1,315,353
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 6, 2022
Return Version
2021v4.2
Gross Receipts
$1,329,635
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$1,265,096$2,580,449▲ $1,315,353
Pledges and Grants Receivable$905,000$1,705,000▲ $800,000
Cash and Non-Interest-Bearing Accounts$359,088$902,223▲ $543,135
Prepaid Expenses and Deferred Charges$1,008$806▼ $202
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,265,096$2,608,029▲ $1,342,933
Liabilities
Unsecured Notes Loans Payable$0$27,580▲ $27,580
Total Liabilities$0$27,580▲ $27,580
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,265,096$2,580,449▲ $1,315,353
Total Liabilities and Net Assets / Fund Balance$1,265,096$2,608,029▲ $1,342,933
Compensation and Service Providers
Top Officer Pay39th 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
$1,329,635
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,329,635
Change in Net Assets
$1,315,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,282
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$4,248-$4,248
Other Expenses$2,500--$2,500
Insurance-$1,210-$1,210
Grants to Domestic Individuals$1,000--$1,000
Conferences and Meetings-$312-$312
Office Expenses-$12-$12
Total Functional Expenses$8,500$5,782$0$14,282
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
2022-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brady R 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
Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt01329635
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EMILY STUBBS
IRS990/BooksInCareOfDetail/PhoneNum08167413910
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04131 N MULBERRY DR SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064116
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0359088
IRS990/CashNonInterestBearingGrp/EOYAmt0902223
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0312
IRS990/ConferencesMeetingsGrp/TotalAmt0312
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01329635
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt013282
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01315353
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014282
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01329635
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SEE SCHEDULE OWSIA DIVERSITY FOUNDATION WAS ORGANIZED FOR THE BENEFIT OR, TO PERFORM THE FUNCTIONS OR, OR TO CARRY OUT THE PURPOSES OF WHOLESALE & SPECIALTY INSURANCE ASSOCIATION. WSIA DIVERSITY FOUNDATION INITIATIVES AND PARTNERSHIPS INCLUDE:- INVESTMENTS IN THE DEVELOPMENT OF RISK MANAGEMENT AND INSURANCE (RMI) PROGRAMS AT HISTORICALLY BLACK COLLEGES AND UNIVERSITIES- COLLABORATION WITH OTHER INDUSTRY TRADE AND PROFESSIONAL ASSOCIATIONS TO PARTNER, WHERE POSSIBLE, TOWARD CONSISTENT DIVERSITY, EQUITY AND INCLUSIVITY GOALS.- ANNUAL SUMMER INTERNSHIP PROGRAM- ANNUAL ACADEMIC SCHOLARSHIPS- GRANTS TO EXISTING COLLEGE/UNIVERSITY RISK MANAGEMENT AND INSURANCE PROGRAMS ADVANCING OUR DIVERSITY GOALS- STUDENT SYMPOSIUMS- SUPPORT OF GAMMA IOTA SIGMA (GIS), ITS GAMMA SAID INITIATIVE (SOLUTIONS FOR AUTHENTICITY, INCLUSION AND DIVERSITY) AND FOCUS ON A MORE DIVERSE TALENT PIPELINE FOR THE INDUSTRY SUPPORT OF THE GLOBAL DIVE IN FESTIVAL, A GLOBAL MOVEMENT IN THE INSURANCE SECTOR TO SUPPORT THE DEVELOPMENT OF INCLUSIVE WORKPLACE CULTURES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt08500
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04248
IRS990/FeesForServicesLegalGrp/TotalAmt04248
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CARLTON MANER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENDA AUSTENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm2JANET JORDAN-FOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm3EMMA GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm5TERRANCE MEADE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt01000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01329635
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01210
IRS990/InsuranceGrp/TotalAmt01210
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01265096
IRS990/NetAssetsOrFundBalancesEOYAmt02580449
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012
IRS990/OfficeExpensesGrp/TotalAmt012
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GIS SUSTAINING PARTNER
IRS990/OtherExpensesGrp/Desc1ALLIES IN INSURANCE INT
IRS990/OtherExpensesGrp/ProgramServicesAmt05000
IRS990/OtherExpensesGrp/ProgramServicesAmt12500
IRS990/OtherExpensesGrp/TotalAmt05000
IRS990/OtherExpensesGrp/TotalAmt12500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0905000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01705000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01008
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0806
IRS990/PrincipalOfficerNm0BRADY R KELLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01276440
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt011344
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01265096
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011344
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01276440
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01315353
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01265096
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02580449
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/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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0860140772
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WHOLESALE & SPECIALTY INSURANCE ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/TransactionsRelatedOrgGrp/InvolvedAmt01000000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WSIA EDUCATION FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01265096
IRS990/TotalAssetsEOYAmt02608029
IRS990/TotalAssetsGrp/BOYAmt01265096
IRS990/TotalAssetsGrp/EOYAmt02608029
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01329635
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05782
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08500
IRS990/TotalFunctionalExpensesGrp/TotalAmt014282
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt027580
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt027580
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01265096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02580449
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01329635
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01265096
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02608029
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt027580
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADY R KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08167413910
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-06
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/PreparationDt02022-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02022-09-07T11:40:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,608,029
Liabilities
$27,580
Net assets
$2,580,449
Revenue
$1,329,635
Expenses
$14,282
Net income
$1,315,353
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