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. IRS filings disclose 6 grants awarded by this foundation, totaling roughly $94K.

EIN: 853686906 KANSAS CITY, MO Public Foundations NTEE: T30 Latest filing: 2025
Total Revenue$237K
Total Expenses$690K
Total Assets$2.0M
Grants Given6
Grant Total$94K
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.

Sample Grants Given

KANSAS CITY, MO · 2025
SAPPHIRE LEVEL PARTNERSHIP 2025
$9,000
YARDLEY, PA · 2025
SUSTAINING PARTNESHIP CONTRIBUTION
$5,000
YARDLEY, PA · 2025
GIS COLLABORATOR ALL IN FUNDRAISING CONTRIBUTION
$2,500
NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS
KANSAS CITY, MO · 2024
2024 DEI CONFERENCE GOLD SPONSOR
$7,000
USC MARSHALL SCHOOL OF BUSINESS
LOS ANGELES, CA · 2023
SCHOOL OF BUSINESS SPONSORSHIP
$10,000

Showing up to 5 of 6 total records — full history available with membership.

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

SUSTAINING PARTNER CONTRIBUTION $10K, SUPPORT FORMATION OF 501C3 GIS FOUNDATION $50K
$60,000 1 grant
SCHOOL OF BUSINESS SPONSORSHIP
$10,000 1 grant
SAPPHIRE LEVEL PARTNERSHIP 2025
$9,000 1 grant
2024 DEI CONFERENCE GOLD SPONSOR
$7,000 1 grant
SUSTAINING PARTNESHIP CONTRIBUTION
$5,000 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.

Grant Geography

Grants from this foundation were reported to recipients in CA, MO, PA.

CAMOPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION

Complete financials, all 6 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time