Public Charity

WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION

WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION, of KANSAS CITY, MO, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $237K in revenue, $690K in expenses, $2.0M in total assets. 2 publicly reported grants to this organization, totaling roughly $1.0M, appear in IRS filings.

EIN: 853686906 KANSAS CITY, MO Latest filing: 2025
Total Revenue$237K
Total Expenses$690K
Total Assets$2.0M
Grant Records2
Funding Total$1.0M
Filing Years2021–2025

Mission

THE WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION WAS FOUNDED IN 2020 TO STIMULATE AND ATTRACT A BROAD PIPELINE OF TALENT FOR THE WHOLESALE, SPECIALTY AND SURPLUS LINES INSURANCE INDUSTRY. (EXPANDED MISSION ON SCHEDULE O)THE FOUNDATION STRIVES TO:- PROVIDE EDUCATION RESOURCES AND PROGRAMS DESIGNED TO CULTIVATE A CULTURE FOR WSIA AND ITS MEMBERSHIP WHERE ALL PEOPLE FEEL SUPPORTED AND HAVE WHAT THEY NEED TO SUCCEED IN THE INDUSTRY;- REMOVE ANY BARRIERS TO ENABLE ALL PEOPLE TO COMPETE ON A LEVEL PLAYING FIELD; AND- FOSTER SYNERGY WITH SIMILAR INITIATIVES AMONG ALL INDUSTRY PARTICIPANTS.

Officers & Directors

DIRECTOR Carey Bond
CHAIR Carlton Maner
DIRECTOR (TERM START 03/2025) Christina Geller
DIRECTOR Duffy Koller
DIRECTOR Gerald Dupre
DIRECTOR Jacque Schaendorf

Officer compensation and complete director data available with membership.

Top Grant Purposes

SUPPORT DEI INITIATIVES IN THE SURPLUS LINES INDUSTRY
$1,000,000 1 grant
SUPPORT STARTUP & INCORPORATION
$12,352 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $237K $690K $2.0M
2024 $628K $538K $2.5M
2023 $567K $678K $2.4M
2022 $292K $351K $2.6M
2021 $1.3M $14K $2.6M

Between 2021 and 2025, reported annual revenue declined from $1.3M to $237K (-82%), with total assets most recently reported at $2.0M.

Interactive year-over-year charts and full filing details available with membership.

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