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WHOLESALE & SPECIALTY INSURANCE ASSOCIATION

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Public IRS 990 nonprofit record

WHOLESALE & SPECIALTY INSURANCE ASSOCIATION

EIN 86-0140772 · Labor Unions (J40)

What they do

THE WHOLESALE & SPECIALTY INSURANCE ASSOCIATION (WSIA) is THE NON-PROFIT ASSOCIATION of PROFESSIONALS and SPECIALTY MARKET LEADERS DEDICATED to THE WHOLESALE DISTRIBUTION SYSTEM. (CONTINUED ON SCHEDULE O)WSIA REPRESENTS THE INTERESTS of ITS MEMBERS and THE VALUABLE ROLE THEY PLAY IN THE INSURANCE MARKET THROUGH NETWORKING, EDUCATION, TALENT RECRUITMENT and DEVELOPMENT, REGULATORY and LEGISLATIVE ADVOCACY for THE WHOLESALE, SPECIALTY, and SURPLUS LINES INDUSTRY, and BY PROMOTING THE VALUE of THE WHOLESALE DISTRIBUTION CHANNEL.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$82.02spent for every $100 of revenueRevenue covered expenses this year.
$2.15in assets for every $1 spent this yearSome assets cannot be spent right away.
0.1%of its money came from giftsOther money may come from services or investments.

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  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $879,999 for BRADY KELLEY (CEO & PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$16,530,278
Expenses$13,558,836
Annual surplus $2,971,442 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$16,530,278
Expenses$13,558,836
Assets$29,165,303
Income$17,382,185
Contributions$20,000
Grants given$160,352
Average grant$10,690
Stocks and bonds$18,322,959
Accounting fees$16,881
Investing fees$92,374
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
BRADY KELLEYCEO & PRESIDENT · 40 hrs/week $879,999Base $689,254 · Other $190,745
VANESSA SIMSDIRECTOR OF TALENT & CULTURE · 40 hrs/week $337,000Base $274,612 · Other $62,388
KERI KISHGENERAL COUNSEL & POLICY DIRECTOR · 40 hrs/week $325,385Base $293,955 · Other $31,430
DEBBIE HILLDIRECTOR OF EVENTS · 40 hrs/week $306,461Base $281,018 · Other $25,443
SUSAN HENDERSONDIRECTOR OF COMMUNICATIONS · 40 hrs/week $272,093Base $221,585 · Other $50,508
JOHN MEETZDIRECTOR OF GOVERNMENT RELATIONS · 40 hrs/week $233,032Base $199,310 · Other $33,722

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

BRADY KELLEYCEO & PRESIDENT

VANESSA SIMSDIRECTOR OF TALENT & CULTURE

KERI KISHGENERAL COUNSEL & POLICY DIRECTOR

DEBBIE HILLDIRECTOR OF EVENTS

SUSAN HENDERSONDIRECTOR OF COMMUNICATIONS

JOHN MEETZDIRECTOR OF GOVERNMENT RELATIONS

WENDY HOUSERTREASURER

ANNIE DAWSON NON-VOTINGDIRECTOR (TERM START 2024)

VERONICA DAVISDIRECTOR

STEVE BOYDDIRECTOR (TERM START 2024)

ROBERT SANDERSDIRECTOR

PHILLIP MCCRORIEVICE CHAIR

PATRICK ROEDIRECTOR (TERM START 2024)

PATRICK ALBRECHTSECRETARY

MICHAEL GARRISONDIRECTOR (TERM START 2024)

LOU LEVINSONDIRECTOR (TERM START 2024)

JEFF MCNATTDIRECTOR

JANET JORDAN FOSTERDIRECTOR (TERM END 4/2024)

HENRY LOPEZDIRECTOR (TERM END 6/2024)

GERALD DUPREDIRECTOR

DAVE OBENAUERIMMEDIATE PAST CHAIR

DANNY KAUFMANDIRECTOR

DANIELLE WADEDIRECTOR

CORYN THALMANNDIRECTOR

CHRISTI CARRINGTONDIRECTOR

CHRISTA NADLERDIRECTOR

BRYAN CLARKDIRECTOR (TERM END 3/2024)

BRENDA BALLARD AUSTENFELDCHAIR

About this charity

Recognized since
January 1951
Location
4151 N MULBERRY DR STE 240, KANSAS CITY, MO 64116-4600
County
Clay
In care of
% GRETA ROBERTS
Primary officer
BRADY KELLEY, CEO & PRESIDENT

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
CBIZ ADVISORS LLC
NTEE classification
Labor Unions (J40)
IRS tax category
Labor Unions
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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