Civic Intelligence

Westfield Agents Association

EIN 23-7263278 • 501(c)6 • Cincinnati, OH

Profile

The association provides education and insight about insurance distribution andthe marketplace and provides curriculum for advanced insurance sales, managementand technical training for emerging producers and future agency principals. Theassociation sponsors and administers a college sponsorship program for studentswho may go on to pursue future careers in insurance.

615 Elsinore Place Suite 310Cincinnati, OH 45202

westfieldinsurance.com/ABOUT-US/WESTFIELD-AGENTS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-365%

Higher net margin than 3% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

-11%

Faster asset growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$426,894

Up $30,672 (+7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$426,894

Up $30,672 (+7.7%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin3rd percentile

Revenue

Down

$7,067

Down $2,796 (-28%) from 2023

Expenses

Up

$22,760

Up $18,338 (+415%) from 2023

Net Income

Down

-$15,693

Down $21,134 (-388%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $388,807Net Assets 2014: $388,8072014Assets 2015: $320,600Net Assets 2015: $320,6002015Assets 2016: $329,553Net Assets 2016: $329,5532016Assets 2017: $358,699Net Assets 2017: $358,6992017Assets 2018: $324,752Net Assets 2018: $324,7522018Assets 2019: $371,257Liabilities 2019: $0Net Assets 2019: $371,2572019Assets 2020: $440,356Liabilities 2020: $0Net Assets 2020: $440,3562020Assets 2021: $488,850Liabilities 2021: $0Net Assets 2021: $488,8502021Assets 2022: $345,140Liabilities 2022: $0Net Assets 2022: $345,1402022Assets 2023: $396,222Liabilities 2023: $0Net Assets 2023: $396,2222023Assets 2024: $426,894Liabilities 2024: $0Net Assets 2024: $426,8942024

Highlighted filing

2024

Assets$426,894
Liabilities$0
Net Assets$426,894
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2014: $47,313Expenses 2014: $61,199Net Income 2014: -$13,8862014Revenue 2015: $41,362Expenses 2015: $100,520Net Income 2015: -$59,1582015Revenue 2016: $58,596Expenses 2016: $64,336Net Income 2016: -$5,7402016Revenue 2017: $58,526Expenses 2017: $61,820Net Income 2017: -$3,2942017Revenue 2018: $58,784Expenses 2018: $64,431Net Income 2018: -$5,6472018Revenue 2019: $56,374Expenses 2019: $72,114Net Income 2019: -$15,7402019Revenue 2020: $48,750Expenses 2020: $24,626Net Income 2020: $24,1242020Revenue 2021: $10,160Expenses 2021: $18,509Net Income 2021: -$8,3492021Revenue 2022: $12,389Expenses 2022: $57,618Net Income 2022: -$45,2292022Revenue 2023: $9,863Expenses 2023: $4,422Net Income 2023: $5,4412023Revenue 2024: $7,067Expenses 2024: $22,760Net Income 2024: -$15,6932024

Highlighted filing

2024

Revenue$7,067
Expenses$22,760
Net Income-$15,693
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$426,894
Liabilities
$0
Net assets
$426,894
Revenue
$7,067
Expenses
$22,760
Net income
-$15,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.07$0.23$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.10$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.12$0.58$0.45
2021Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.10$0.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.49$0.25$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.56$0.72$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.25$3.25$0.59$0.64$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.59$3.59$0.59$0.62$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.30$3.30$0.59$0.64$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.21$3.21$0.41$1.01$0.59
2014Detailed filing. Detailed filing data is available for this year.$3.89$3.89$0.47$0.61$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 9, 2025
Return Version
2024v5.0
Gross Receipts
$7,067
Mission and Program Overview

Mission

The association provides education and insight about insurance distribution andthe marketplace and provides curriculum for advanced insurance sales, managementand technical training for emerging producers and future agency principals. Theassociation sponsors and administers a college sponsorship program for studentswho may go on to pursue future careers in insurance.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHAN CHAPMANPast President-$0--
GLORIA FORBESDirector-$0--
ADAM DYERPresident-$0--
MARTY MUCHNOKDirector-$0--
JARRETT BRIDGESSecretary-$0--
ASHLEY BAUERVice President-$0--
JESSICA JUNGDirector-$0--
JAY MUELLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Westfield Agents Association
EIN
23-7263278
Phone
5133715805
Address
615 ELSINORE PLACE SUITE 310, CINCINNATI, OH 45202

Signing Officer

Name
Jay Mueller
Title
Treasurer
Phone
5133715805
Signed
2025-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Dhjj Ltd
Address
184 SHUMAN BLVD STE 200, NAPERVILLE, IL 60563
Preparer
Patrick Kolzow CPA
Phone
6304201360
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 7,067.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: westfield group scholarship fund. Affiliate address: po box 5001 westfield center, oh 44251. Purpose of payment: scholarship. Amount of payment: 16,500.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accounting fees. Amount: 1,840. Description: insurance. Amount: 4,420. Total to form 990-ez, line 16: 6,260.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain (loss) on investments. Amount: 46,365.”

Raw XML Appendix139 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05133715805
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045202
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAY MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt06260
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ASSOCIATION PROVIDES EDUCATION AND INSIGHT ABOUT INSURANCE DISTRIBUTION ANDTHE MARKETPLACE AND PROVIDES CURRICULUM FOR ADVANCED INSURANCE SALES, MANAGEMENTAND TECHNICAL TRAINING FOR EMERGING PRODUCERS AND FUTURE AGENCY PRINCIPALS. THEASSOCIATION SPONSORS AND ADMINISTERS A COLLEGE SPONSORSHIP PROGRAM FOR STUDENTSWHO MAY GO ON TO PURSUE FUTURE CAREERS IN INSURANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY
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IRS990EZ/TotalExpensesAmt022760
IRS990EZ/TotalRevenueAmt07067
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IRS990EZ/WebsiteAddressTxt0WESTFIELDINSURANCE.COM/ABOUT-US/WESTFIELD-AGENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 7,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: WESTFIELD GROUP SCHOLARSHIP FUND. AFFILIATE ADDRESS: PO BOX 5001 WESTFIELD CENTER, OH 44251. PURPOSE OF PAYMENT: SCHOLARSHIP. AMOUNT OF PAYMENT: 16,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,840. DESCRIPTION: INSURANCE. AMOUNT: 4,420. TOTAL TO FORM 990-EZ, LINE 16: 6,260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: 46,365.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY MUELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05133715805
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD AGENTS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0237263278
ReturnHeader/Filer/PhoneNum05133715805
ReturnHeader/Filer/USAddress/AddressLine1Txt0615 ELSINORE PLACE SUITE 310
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DHJJ LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0184 SHUMAN BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060563
ReturnHeader/PreparerPersonGrp/PhoneNum06304201360
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK KOLZOW CPA
ReturnHeader/ReturnTs02025-04-23T15:07:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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