WSIA EDUCATION FOUNDATION
4131 N MULBERRY DRIVE NO 200, KANSAS CITY, MO 64116 www.wsia.org

Total Revenue
$1,179,517
Total Expenses
$620,115
Net Assets
$12,544,550

Organizations Filed Purposes: THE ORGANIZATION UNDERWRITES THE RESEARCH AND PUBLICATION OF THE ANNUAL REVIEW ON THE SURPLUS LINES INDUSTRY. THE FIRST EDITION WAS RELEASED IN THE FALL OF 1994 AND A NEW EDITION IS RELEASED EACH YEAR. THIS PUBLICATION HAS BECOME THE MOST QUOTED SOURCE ON SURPLUS LINES INSURANCE AND PROVIDES A GREAT DEAL OF POSITIVE INSIGHTFUL INFORMATION ABOUT THIS SEGMENT OF THE INSURANCE INDUSTRY. IN ADDITION, THE ORGANIZATION PROVIDES A GRANT FOR THE ANNUAL AM BEST WEBINAR THAT IS CONDUCTED EACH FALL WHICH INCLUDES A PANEL OF INDUSTRY LEADERS IN THE SURPLUS LINES SECTOR OF THE U.S. INSURANCE MARKET. THE PANEL REVIEWS THE MARKET AND PROVIDES A HIGHLIGHT OF THE NEWEST EDITION OF THE REPORT.

THE ORGANIZATION SPONSORS THREE COLLEGE SYMPOSIUMS EACH YEAR AT VARIOUS GEOGRAPHICAL LOCATIONS, THE SURPLUS LINES SYMPOSIUM, THE EXTREME RISK TAKERS SYMPOSIUM, AND THE WHOLESALE AND SPECIALTY INSURANCE SYMPOSIUM. THESE SYMPOSIUMS PROVIDE PROFESSIONAL TRAINING AND RECOGNITION FOR STUDENTS INTERESTED IN THE WHOLESALE, SPECIALTY AND SURPLUS LINES INDUSTRY. THE ORGANIZATION IS ALSO A SUSTAINING PARTNER FOR THE GAMMA IOTA SIGMA (GIS). GIS IS AN INTERNATIONAL RISK MANAGEMENT INSURANCE AND ACTUARIAL SCIENCE COLLEGIATE FRATERNITY THAT SERVES OVER 4,000 STUDENT MEMBERS AND FACULTY FROM 76 CHAPTERS BY PROVIDING PROFESSIONAL DEVELOPMENT AND EDUCATIONAL OPPORTUNITIES.

THE ORGANIZATION SUPPORTS THE ASSOCIATE IN SURPLUS LINES (ASLI) DESIGNATION PROGRAM THAT WAS DEVELOPED IN CONJUNCTION WITH THE INSTITUTES AND PROVIDES A PROFESSIONAL DESIGNATION FOR INSURANCE PROFESSIONALS IN THE WHOLESALE, SPECIALTY AND SURPLUS LINES INDUSTRY. ADDITIONALLY, THE ORGANIZATION SUPPORTS THE UNDERWRITING BOOT CAMP AND WSIA UNIVERSITY EDUCATION PROGRAMS THAT PROVIDE WSIA MEMBERS AN OPPORTUNITY TO CONTINUE THEIR EDUCATION AND EXPAND THEIR KNOWLEDGE OF THE WHOLESALE, SPECIALTY AND SURPLUS LINES MARKET.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Brady R KelleySECRETARY2$0
Michael D MillerTREASURER2$0
Robert T SargentVICE PRESIDENT2$0
Brian Van CleavePRESIDENT2$0
Danielle WadeDIRECTOR1$0
Coryn ThalmannDIRECTOR1$0
David NelsonDIRECTOR1$0
Edward LevyDIRECTOR1$0
Joan LafranceDIRECTOR1$0
James KeatingDIRECTOR1$0
Hank HaldemanDIRECTOR1$0
Sarah GavlickDIRECTOR1$0
Arthur I FlitnerDIRECTOR1$0
Karen EversDIRECTOR1$0
Tripp DuesenbergDIRECTOR1$0
Bryan ClarkDIRECTOR1$0
Maureen CavistonDIRECTOR1$0
Scott AndersonDIRECTOR1$0
Nick AbrahamDIRECTOR1$0

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