2023-08-30T09:10:32-05:00 2022-12-31 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-01-01 853686906 WSIA DIVERSITY FOUNDATION WSIA 8167413910 4131 N MULBERRY DR SUITE 200 KANSAS CITY MO 64116 BRADY R KELLEY EXECUTIVE DIRECTOR 8167413910 2023-08-29 1 BRADY KELLEY XXX-XX-XXXX 0 LISA BURKE P00220718 8169455500 2023-08-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRADY R KELLEY 4131 N MULBERRY DR SUITE 200 KANSAS CITY MO 64116 291515 0 X WWW.WSIA.ORG X 2020 MO 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. 13 13 0 0 0 0 1329635 291515 0 0 0 0 0 0 1329635 291515 1000 85000 0 0 0 0 0 0 0 13282 265650 14282 350650 1315353 -59135 2608029 2604368 27580 83054 2580449 2521314 X SEE SCHEDULE OSEE MISSION STATEMENT ABOVE. 0 0 175665 85000 0 SEE SCHEDULE OWSIA DIVERSITY FOUNDATION WAS ORGANIZED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, 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) 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 175665 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X EMILY STUBBS 8167413910 4131 N MULBERRY DR SUITE 200 KANSAS CITY MO 64116 X CARLTON MANER CHAIR 2.00 1.00 X 0 0 0 BRENDA AUSTENFELD DIRECTOR 1.00 1.00 X 0 0 0 CARY BOND DIRECTOR 1.00 X 0 0 0 TONY CHIMERA DIRECTOR 1.00 X 0 0 0 THURSTON DAVIS JR DIRECTOR 1.00 X 0 0 0 GERALD DUPRE DIRECTOR 1.00 1.00 X 0 0 0 EMMA GARNER DIRECTOR 1.00 X 0 0 0 JANET JORDAN-FOSTER DIRECTOR 1.00 1.00 X 0 0 0 DUFFY KOLLER DIRECTOR 1.00 X 0 0 0 PHILLIP MCCRORIE DIRECTOR 1.00 1.00 X 0 0 0 TERRANCE MEADE DIRECTOR 1.00 1.00 X 0 0 0 JACQUE SCHAENDORF DIRECTOR 1.00 X 0 0 0 MOLLY SHAH DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 291515 291515 291515 0 0 0 60000 60000 25000 25000 2068 2068 1500 1500 24880 24880 2153 2153 3896 3896 1323 1323 DUES & SUBSCRIPTIONS 138851 0 138851 MENTORSHIP PROGRAM 68269 68269 INTERNSHIP EXPENSES 22396 22396 BANK CHARGES 159 159 155 155 350650 175665 174985 0 902223 562105 1705000 1655000 806 387263 2608029 2604368 0 77134 27580 5920 27580 83054 X 0 0 0 0 2580449 2521314 2580449 2521314 2608029 2604368 -59135 0 X 0 0 0 X X 1 WHOLESALE & SPECIALTY INSURANCE ASSOCIATION 860140772 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: A SCHEDULE A IS PREPARED FOR WHOLESALE & SPECIALTY INSURANCE ASSOCIATION, A 501(C)(6), IN ORDER TO CONFIRM THE ORGANIZATION SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: WSIA DIVERSITY FOUNDATION WILL CONFIRM YEARLY THAT ALL SUPPORT TO WHOLESALE & SPECIALTY INSURANCE ASSOCIATION (WSIA) IS USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 GAMMA IOTA SIGMA PO BOX 356 YARDLEY PA 19607 237087235 501(C)(6) 60000 0 SUSTAINING PARTNER CONTRIBUTION $10K, SUPPORT FORMATION OF 501C3 GIS FOUNDATION $50K 0 1 SCHOLARSHIPS 11 25000 FORM 990, PART VI, SECTION A, LINE 2 BRENDA AUSTENFELD AND THURSTON DAVIS JR, TERRANCE MEADE AND MOLLY SHAH, AND JANET JORDAN-FOSTER AND CARLTON MANER 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 REVIEW THE FORM 990 AND REQUIRED SCHEDULES FOR COMPLETENESS AND ACCURACY, AND APPROVE 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 FOUNDATION'S 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. WHOLSEALE AND SPECIALTY INSURANCE ASSOCIATION 4131 N MULBERRY DRIVE NO 200 KANSAS CITY MO 64116 860140772 ASSOCIATION MO 501 (C) (6) N/A N/A 0 WSIA EDUCATION FOUNDATION 4131 N MULBERRY DR NO 200 KANSAS CITY MO 64116 431601552 CHARITY MO 501 (C) (3) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0