The Surplus Line Association of Arizona
About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,703,000. This amount represents 25% or more of the Foundation's net assets of $8,944,551 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $722K | $6.6M | $1.2M | 33 |
| 2017 | $754K | $6.4M | $582K | 34 |
| 2018 | $760K | $6.8M | $1.3M | 34 |
| 2019 | N/A | $7.0M | $888K | N/A |
| 2020 | $1.2M | $7.1M | $1.3M | 34 |
| 2022 | $1.5M | $7.9M | $2.1M | 41 |
| 2023 | $1.6M | $8.9M | $2.7M | 37 |
| 2024 | $2.7M | $9.0M | $3.0M | 43 |
Grant Size Distribution
Based on 256 grants on record
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Marc Adler | Trustee, Sec, Treas | — |
| Michelle Wilkinson | Trustee | — |
| Edward Dresselhuys | Trustee, VP | — |
| Terri Edwards | Trustee | — |
| Lanny Hair | Trustee | — |
| Erick L Johnson CPCU | Trustee | — |
| Konnie Keaschall-Kiser | Trustee, Pres | — |
| James Mann | Trustee | — |
| Teresa Quale | Trustee | — |
| J Scott Wede | Trustee, exec dir | — |
| Scott Culler | Trustee | — |
| Ed Dresselhuys | Trustee, VP | — |
| Ronda Lofton | Trustee, Sec, Treas | — |
| Timothy Downey | Pres | — |
| T Curtis Anderson | VP | — |
| Gerald L Silver | Dir | — |
| Larry Beach | Sec / Treas | — |
Grants Awarded (256 total)
| Purpose | ||||
|---|---|---|---|---|
| THE WSIA EDUCATION FOUNDATION | KANSAS CITY, MO | $400,000 | General & Unrestricted | 2024 |
| THE WSIA EDUCATION FOUNDATION | KANSAS CITY, MO | $375,000 | General & Unrestricted | 2022 |
| THE WSIA EDUCATION FOUNDATION | KANSAS CITY, MO | $350,000 | General & Unrestricted | 2023 |
| THE WSIA EDUCATION FOUNDATION | KANSAS CITY, MO | $350,000 | General & Unrestricted | 2018 |
| THE WSIA EDUCATION FOUNDATION | KANSAS CITY, MO | $350,000 | General & Unrestricted | 2020 |
| PAZ DE CRISTO COMMUNITY CENTER | MESA, AZ | $200,000 | General & Unrestricted | 2024 |
| ST MARYS FOOD BANK ALLIANCE | PHOENIX, AZ | $200,000 | General & Unrestricted | 2024 |
| INSURANCE TRAINING AND EDUCATION CENTER INC | PHOENIX, AZ | $200,000 | General & Unrestricted | 2024 |
| AAMGA EDUCATION FOUNDATION | KING OF PRUSSIA, PA | $200,000 | General & Unrestricted | 2017 |
| COMMUNITY FOOD BANK INC | TUCSON, AZ | $200,000 | General & Unrestricted | 2024 |
| AAMGA EDUCATION FOUNDATION | KING OF PRUSSIA, PA | $200,000 | General & Unrestricted | 2016 |
| ANDRE HOUSE OF ARIZONA INC | PHOENIX, AZ | $200,000 | General & Unrestricted | 2024 |
| KITCHEN ON THE STREET INC | SUN CITY, AZ | $175,000 | General & Unrestricted | 2024 |
| WASTE NOT INC | SCOTTSDALE, AZ | $175,000 | General & Unrestricted | 2024 |
| THE WSIA EDUCATION FOUNDATION | KANSAS CITY, MO | $150,000 | General & Unrestricted | 2017 |
| HONORHEALTH FOUNDATION | SCOTTSDALE, AZ | $150,000 | Desert Mission | 2024 |
| DEREK HUGHES NAPSLO EDUCATIONAL FOUNDATION INC | KANSAS CITY, MO | $150,000 | General & Unrestricted | 2016 |
| MIDWEST FOOD BANK NFP INC | NORMAL, IL | $150,000 | General & Unrestricted | 2024 |
| KITCHEN ON THE STREET INC | SUN CITY, AZ | $100,000 | General & Unrestricted | 2023 |
| MIDWEST FOOD BANK NFP INC | NORMAL, IL | $100,000 | for the Mesa Arizona location | 2023 |
| ST MARYS FOOD BANK ALLIANCE | PHOENIX, AZ | $100,000 | General & Unrestricted | 2023 |
| INSURANCE TRAINING AND EDUCATION CENTER INC | PHOENIX, AZ | $100,000 | General & Unrestricted | 2023 |
| COMMUNITY FOOD BANK INC | TUCSON, AZ | $100,000 | General & Unrestricted | 2023 |
| HONORHEALTH FOUNDATION | SCOTTSDALE, AZ | $100,000 | Desert Mission | 2023 |
| PAZ DE CRISTO COMMUNITY CENTER | MESA, AZ | $100,000 | General & Unrestricted | 2023 |