The Wsia Education Foundation
Donations deductibleThe Wsia Education Foundation's network
21 people3 organisationsi21 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (21). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
21 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 20 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Danielle Wade Chair | Chair | 2019 | 7 yrs |
| Nick Abraham Chair | Immediate Past Chair | 2019 | 7 yrs |
| Angie Fylak | Director (Term Start 9/2024) | 2024 | 2 yrs |
| Annie Dawson | Director (Term Start 9/2024) | 2024 | 2 yrs |
| Bob Greenebaum | Director (Term Start 9/2024) | 2024 | 2 yrs |
| Brady R Kelley (also filed as Brady Kelley) | CEO & President | 2022 | 4 yrs |
| Brian Van Cleave | Director | 2022 | 4 yrs |
| Clint Nokes | Director | 2022 | 4 yrs |
| David Nelson | Vice Chair | 2019 | 7 yrs |
| Dawn D'Onofrio | Director | 2023 | 3 yrs |
| Grace Grant | Director | 2023 | 3 yrs |
| Hank Haldeman | Director | 2019 | 7 yrs |
| Hollis Zyglocke | Director (Term Start 9/2024) | 2024 | 2 yrs |
| Jennifer Larsen | Director | 2023 | 3 yrs |
| Kristen Skender | Treasurer | 2020 | 6 yrs |
| Matt Lynch | Company secretary | 2022 | 4 yrs |
| Maureen Caviston | Director | 2019 | 7 yrs |
| Michael D Miller (also filed as Mike Miller) | Director | 2022 | 4 yrs |
| Regina Kirwan | Director | 2022 | 4 yrs |
| Terrance Meade | Director (Term End 9/2024) | 2020 | 6 yrs |
| Tripp Duesenberg | Director | 2019 | 7 yrs |
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brady R Kelley | Company secretary | since 2019 |
| Brian Van Cleave | President | since 2019 |
| Michael D Miller | Treasurer | since 2019 |
| Nick Abraham | Vice President | since 2020 |
| Robert T Sargent | Vice President | 2019 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Brady Kelley | CEO & President | 2 | $0 | $717k | $237k |
| David Nelson | Chair | 2 | $0 | ||
| Matt Lynch | Vice Chair | 2 | $0 | ||
| Kristen Skender | Secretary | 2 | $0 | ||
| Annie Dawson | Treasurer | 2 | $0 | ||
| Danielle Wade | Immediate Past Chair | 2 | $0 | ||
| Nick Abraham | Director | 1 | $0 | ||
| Maureen Caviston | Director | 1 | $0 | ||
| Dawn D'onofrio | Director | 1 | $0 | ||
| Dave Demott | Director (Term Start 9/2025) | 1 | $0 | ||
| Tripp Duesenberg | Director | 1 | $0 | ||
| Angie Fylak | Director | 1 | $0 | ||
| Bob Greenebaum | Director | 1 | $0 | ||
| Grace Grant | Director | 1 | $0 | ||
| Hank Haldeman | Director | 1 | $0 | ||
| Jennifer Larsen | Director | 1 | $0 | ||
| Mike Miller | Director | 1 | $0 | ||
| Clint Nokes | Director | 1 | $0 | ||
| Brian van Cleave | Director | 1 | $0 | ||
| Hollis Zyglocke | Director | 1 | $0 | ||
| Regina Kirwan | Director (Term End 9/2025) | 1 | $0 |
About
- Legal name
- The Wsia Education Foundation
- EIN
- 431601552
- Address
- 4131 N Mulberry Dr Ste 200, Kansas City, MO, 64116-2204
- State
- Missouri
- Mission
- The wsia education foundation is dedicated to encouraging the educational development of all those interested in the excess and surplus lines business, to creating an understanding, and overcoming the misperceptions of the excess and surplus lines market. (see sch o)the foundation's work includes the financial support of the education programs for wsia members; maintaining and improving the... (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 8 (IRS master file code)
- Formed
- 1991
- Principal officer
- Brady Kelley (as named on the Form 990)
- IRS ruling date
- 1 August 1992
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedMEMBER ORGANIZATION REPRESENTING WHOLESALE, SPECIALTY & SURPLUS LINESWholesale & Specialty Insurance AssociationRelatedSTIMULATE A BROAD PIPELINE OF TALENT FOR THE INSURANCE INDUSTRYWsia Talent Advocacy & Engagement Foundation
Longest observed on the filings
≥7years on the filingsDanielle Wade
≥7years on the filingsNick Abraham
≥7years on the filingsDavid Nelson
≥7years on the filingsHank Haldeman
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $17.1m
- Total liabilities
- $58k
- Net assets or fund balances
- $17m
- Contributions and grants received
- $695k
- Program service revenue
- $128k
- Grants and similar paid out
- $457k
- Employees
- 0
- Volunteers
- 20
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $2.2m | $943k | $1.2m |
As filed on the IRS Form 990. US dollars.
Grants paid
3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Wholesale & Specialty Insurance Association | Support wsia programs | $45k |
| Spencer Educational Foundation | Course development | $40k |
| Am Best Company Inc | Annual am best webinar sponsorship | $20k |