Civic Intelligence

Westfield Agents Association

990EZ • Fiscal year 2014 • EIN 23-7263278

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profilewww.westfieldinsurance.com/about/pg.js
1811 High Grove Suite 139Naperville, IL 60540

(630) 544-3770

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$388,807

No earlier filing loaded for comparison.

Net Assets

$388,807

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

$47,313

No earlier filing loaded for comparison.

Expenses

$61,199

No earlier filing loaded for comparison.

Net Income

-$13,886

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$388,807
Liabilities-
Net Assets$388,807
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$47,313
Expenses$61,199
Net Income-$13,886
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$47,313
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.

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

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLORSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WARDPast President-$0--
DAVE JACOBSPresident-$0--
RAY FANTAPresident Elect-$0--
WILLIAM HAYESTreasurer-$0--
WILLIAM C DONATO JRVice President-$0--
DAVID DULUDESecretary-$0--
DAN J KINCAIDDirector-$0--
BRIAN W LONGDirector-$0--
RAY BOUCHARDDirector-$0--
RICK REDDINGDirector-$0--
RICHARD DOHERTYDirector-$0--
JANIE GEISDirector-$0--
DIANE KEIL-HIPPDirector-$0--
RICK TRUMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Westfield Agents Association
EIN
23-7263278
Phone
6305443770
Address
1811 HIGH GROVE SUITE 139, NAPERVILLE, IL 60540

Signing Officer

Name
William Hayes
Title
Treasurer
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Digiovine Hnilo Jordan Johnson
Address
184 SHUMAN BLVD STE 200, NAPERVILLE, IL 60563-8514
Preparer
Patrick W Kolzow CPA
Phone
6304201360
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOLARSHIP | Donee's Name: GRIFFITH INSURANCE EDUCATION FOUNDATION | Donee's Address: 720 PROVIDENCE ROAD MALVERN, PA 19355 | Cash Amount Given: $25200”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: SCHOLARSHIP | Donee's Name: WESTFIELD GROUP SCHOLORSHIP FUND | Donee's Address: PO BOX 5001 WESTFIELD CENTER, OH 44251 | Cash Amount Given: $18000”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: Educational | Donee's Name: GAMMA IOTA SIGMA LEADERSHIP CONFERENCE | Donee's Address: PO BOX 356 YARDLEY, PA 19067 | Cash Amount Given: $7500”

Other Expenses.1012

“Insurance $2151”

Other Expenses.1

“PROGRAM FEES $6000”

Other Expenses.2

“APPRECIATION GIFTS $2045”

Other Expenses.3

“Membership promotion $271”

Raw XML Appendix154 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/PhoneNum06305443770
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01811 HIGH GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060540
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVE JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAY FANTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM C DONATO JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID DULUDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAN J KINCAID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIAN W LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RAY BOUCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICK REDDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICHARD DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JANIE GEIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DIANE KEIL-HIPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13RICK TRUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt098445
IRS990EZ/OtherExpensesTotalAmt010467
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ASSOCIATION PROVIDES EDUCATION AND INSIGHT ABOUT INSURANCE DISTRIBUTION AND THE MARKETPLACE AND PROVIDES CURRICULUM FOR ADVANCED INSURANCE SALES, MANAGEMENT AND TECHNICAL TRAINING FOR EMERGING PRODUCERS AND FUTURE AGENCY PRINCIPALS. THE ASSOCIATION SPONSORS AND ADMINISTERS A COLLEGE SPONSORSHIP PROGRAM FOR STUDENTS WHO MAY GO ON TO PURSUE FUTURE CAREERS IN INSURANCE.
IRS990EZ/PrintingPublicationsPostageAmt032
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLORSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt061199
IRS990EZ/TotalRevenueAmt047313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.westfieldinsurance.com/about/pg.js
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIP | Donee's Name: GRIFFITH INSURANCE EDUCATION FOUNDATION | Donee's Address: 720 PROVIDENCE ROAD MALVERN, PA 19355 | Cash Amount Given: $25200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: SCHOLARSHIP | Donee's Name: WESTFIELD GROUP SCHOLORSHIP FUND | Donee's Address: PO BOX 5001 WESTFIELD CENTER, OH 44251 | Cash Amount Given: $18000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Educational | Donee's Name: GAMMA IOTA SIGMA LEADERSHIP CONFERENCE | Donee's Address: PO BOX 356 YARDLEY, PA 19067 | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM FEES $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5APPRECIATION GIFTS $2045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP PROMOTION $271
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD AGENTS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0237263278
ReturnHeader/Filer/PhoneNum06305443770
ReturnHeader/Filer/USAddress/AddressLine1Txt01811 HIGH GROVE SUITE 139
ReturnHeader/Filer/USAddress/CityNm0NAPERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Digiovine Hnilo Jordan Johnson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0184 SHUMAN BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605638514
ReturnHeader/PreparerPersonGrp/PhoneNum06304201360
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK W KOLZOW CPA
ReturnHeader/ReturnTs02015-05-15T19:07:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,807
Liabilities
-
Net assets
$388,807
Revenue
$47,313
Expenses
$61,199
Net income
-$13,886
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