2025-05-15T08:35:48-05:00 2024-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-01-01 853686906 WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION WSIA 8167413910 4131 N MULBERRY DR 200 KANSAS CITY MO 64116 CARLTON MANER CHAIR 8167413910 2025-05-13 1 1 LISA BURKE P00220718 8169455500 2025-05-13 2024 2025-03-06 01:10:19Z X CARLTON MANER 4131 N MULBERRY DR 200 KANSAS CITY MO 64116 628176 0 X WWW.WSIA.ORG X 2020 MO STIMULATE AND ATTRACT A BROAD PIPELINE OF TALENT FOR THE INSURANCE INDUSTRY. 11 11 0 15 0 0 567005 606000 0 0 0 22176 0 0 567005 628176 89000 89500 0 0 0 0 0 0 0 588783 448126 677783 537626 -110778 90550 2427866 2504162 17330 2576 2410536 2501586 X 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. 0 0 504028 89500 THE FOUNDATION WAS ORGANIZED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF WHOLESALE & SPECIALTY INSURANCE ASSOCIATION. (CONTINUED ON SCHEDULE O)THE FOUNDATION'S INITIATIVES AND PARTNERSHIPS INCLUDE:- ANNUAL SUMMER INTERNSHIP PROGRAM- ANNUAL ACADEMIC SCHOLARSHIPS- GRANTS TO EXISTING COLLEGE/UNIVERSITY RISK MANAGEMENT AND INSURANCE PROGRAMS- STUDENT SYMPOSIUMS- SUPPORT OF GAMMA IOTA SIGMA (GIS) AND THE GIS FOUNDATION-SUPPORT OF THE NATIONAL VETERANS CHAMBER OF COMMERCE -INCLUSIVE CULTURE INITIATIVES INCLUDING MENTORSHIP, INCLUSIVE LEADERSHIP 504028 1 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X EMILY STUBBS CONTROLLER 8167413910 4131 N MULBERRY DR STE 200 KANSAS CITY MO 64116 X CARLTON MANER CHAIR 2.00 0.00 X X 0 0 0 TONY CHIMERA VICE CHAIR 2.00 0.00 X X 0 0 0 CAREY BOND DIRECTOR 1.00 0.00 X 0 0 0 THURSTON DAVIS JR DIRECTOR 1.00 0.00 X 0 0 0 GERALD DUPRE DIRECTOR 1.00 1.00 X 0 0 0 DUFFY KOLLER DIRECTOR 1.00 0.00 X 0 0 0 LIZ KRAMER DIRECTOR (TERM START 8/2024) 1.00 0.00 X 0 0 0 PHILLIP MCCRORIE DIRECTOR 1.00 2.00 X 0 0 0 MAYRA PROPIS DIRECTOR (TERM START 8/2024) 1.00 0.00 X 0 0 0 JACQUE SCHAENDORF DIRECTOR 1.00 0.00 X 0 0 0 MOLLY SHAH DIRECTOR 1.00 0.00 X 0 0 0 BRENDA AUSTENFELD DIRECTOR (TERM END 8/2024) 1.00 2.00 X 0 0 0 EMMA GARNER DIRECTOR (TERM END 8/2024) 1.00 0.00 X 0 0 0 JANET JORDAN-FOSTER DIRECTOR (TERM END 8/2024) 1.00 0.00 X 0 0 0 TERRANCE MEADE DIRECTOR (TERM END 8/2024) 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE OCEAN BRAIN PO BOX 809321 CHICAGO IL 60680 EDUCATION MATERIALS AND WEBINARS 198396 1 606000 606000 22176 22176 628176 0 0 22176 20750 20750 68750 68750 688 688 1747 1747 43851 43851 6888 6888 40727 26682 14045 114128 114128 185169 184711 458 52222 45156 7066 2706 2706 537626 504028 33598 0 742664 215419 1450000 1480000 235202 311567 0 497176 2427866 2504162 11053 0 6277 2576 17330 2576 X 0 0 0 0 2410536 2501586 2410536 2501586 2427866 2504162 90550 500 0 X 0 0 0 X X X 1 WHOLESALE & SPECIALTY INSURANCE ASSOCIATION 860140772 10 1 504028 0 1 504028 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: THE FOUNDATION HAS A COPY OF THE SUPPORTED ORGANIZATION'S DETERMINATION LETTER ON FILE AND ANNUALLY RECEIVES A PRO FORMA SCHEDULE A (FORM 990), PART III DOCUMENTING THAT THE 509(A)(2) PUBLIC SUPPORT TEST HAS BEEN MET FOR THE CURRENT REPORTING PERIOD. PART IV, SECTION A, LINE 3C: THE FOUNDATION CONDUCTS DIRECT CHARITABLE PROGRAMS IN SUPPORT OF THE SUPPORTED ORGANIZATION'S MISSION (SEE FORM 990, PART III, LINE 4A). THE FOUNDATION HAS DIRECT OVERSIGHT OVER THE USE OF ITS FUNDS AND, BY CARRYING OUT THE PROGRAMS DIRECTLY, ENSURES THAT THE SUPPORT PROVIDED IS SOLELY FOR CHARITABLE PURPOSES. THE MONETARY SUPPORT REPORTED IN SCHEDULE A, PART I, LINE 12(V) REPRESENTS THE TOTAL PROGRAM EXPENDITURES THE FOUNDATION INCURRED IN CARRYING OUT CHARITABLE PROGRAMS ON BEHALF OF THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FUNDS HELD BY OTHERS 497176 497176 DUE TO WSIA 1840 DUE TO WSIA EDUCATION FOUNDATION 736 2576 1 NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS 1100 WALNUT ST STE 1000 KANSAS CITY MO 641062197 311674580 501(C)(3) 7000 0 N/A N/A 2024 DEI CONFERENCE GOLD SPONSOR 1 0 SCHOLARSHIPS 26 68750 0 N/A N/A PART I, LINE 2: THE FOUNDATION'S SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO SUCCESSFULLY COMPLETE THE INTERNSHIP PROGRAM SPONSORED BY THE FOUNDATION. SCHOLARSHIP FUNDS ARE SENT TO THE FINANCIAL AID DEPARTMENT OF THE RECIPIENT'S COLLEGE TO BE DISTRIBUTED TO THE APPROPRIATE RECIPIENT. SCHOLARSHIP RECIPIENTS MUST BE UNDERGRADUATE STUDENTS WHO MAINTAIN A GRADE POINT AVERAGE OF AT LEAST 2.0. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS A MANAGEMENT AGREEMENT WITH THE WHOLESALE & SPECIALTY INSURANCE ASSOCIATION (WSIA), A RELATED NON-PROFIT ORGANIZATION (SEE SCHEDULE R). WSIA PROVIDES MANAGEMENT SERVICES INCLUDING FINANCIAL MANAGEMENT SERVICES, ADMINISTRATIVE SERVICES, BOARD OF DIRECTOR AND COMMITTEE SUPPORT, DATABASE MANAGEMENT AND USE, MEETING AND LIAISON SERVICES, WEB SITE MANAGEMENT, PUBLISHING AND COMMUNICATIONS, AND OTHER SERVICES. FORM 990, PART VI, SECTION A, LINE 6 WSIA IS THE FOUNDATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER, WSIA, IS RESPONSIBLE FOR ELECTING THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS AND OFFICERS AT THE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS FORM 990 AND REQUIRED SUPPLEMENTAL SCHEDULES FOR COMPLETENESS AND ACCURACY AND APPROVES THE FORM FOR SUBMISSION DURING A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION AND ITS BOARD OF DIRECTORS HAVE ESTABLISHED A CONFLICT OF INTEREST POLICY THAT REQUIRES EACH DIRECTOR AND OFFICER OF THE FOUNDATION TO ACT SUCH THAT HE OR SHE DOES NOT DERIVE ANY PERSONAL PROFIT OR GAIN, DIRECTLY OR INDIRECTLY, BY REASON OF HIS OR HER PARTICIPATION IN THE LEADERSHIP OF THE FOUNDATION, AND TO ALWAYS ACT IN THE BEST INTEREST OF THE FOUNDATION AND ITS MEMBERS. THE POLICY ALSO REQUIRES THAT EACH DIRECTOR AND OFFICER OF THE FOUNDATION DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST AS THEY OCCUR. ON AN ANNUAL BASIS, EACH DIRECTOR SHALL BE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN ADDITION, ANY FOUNDATION DIRECTOR OR OFFICER, UPON RECOGNIZING HE OR SHE HAS A CONFLICT OR POTENTIAL CONFLICT OF INTEREST, SHALL PROMPTLY DISCLOSE THE CONFLICT OR POTENTIAL CONFLICT TO THE BOARD. EACH FOUNDATION DIRECTOR OR OFFICER HAS A CONTINUING RESPONSIBILITY TO SCRUTINIZE HIS OR HER OUTSIDE BUSINESS, INDUSTRY AND PERSONAL INTERESTS AND ACTIVITIES FOR POTENTIAL CONFLICTS AND TO PROMPTLY DISCLOSE THEM. THIS DISCLOSURE POLICY IS TO BE CONSTRUED BROADLY, RATHER THAN NARROWLY, AND ANY DOUBTS AS TO THE APPLICATION OF THIS POLICY SHOULD BE RESOLVED IN FAVOR OF DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 FOUNDATION ACTIVITIES ARE CONDUCTED BY EMPLOYEES OF WSIA. 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. WHOLESALE & SPECIALTY INSURANCE ASSOCIATION 4131 N MULBERRY DR STE 200 KANSAS CITY MO 64116 860140772 MEMBER ORGANIZATION REPRESENTING WHOLESALE, SPECIALTY & SURPLUS LINES MO 501(C)(6) N/A 0 WSIA EDUCATION FOUNDATION 4131 N MULBERRY DR STE 200 KANSAS CITY MO 64116 431601552 STUDENT-FOCUSED EDUCATIONAL PROGRAMS, SYMPOSIUMS & SCHOLARSHIPS MO 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0