Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2015 • EIN 23-7263278
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Assets
Down$320,600
Down $68,207 (-18%) from 2014
Net Assets
Down$320,600
Down $68,207 (-18%) from 2014
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$41,362
Down $5,951 (-13%) from 2014
Expenses
Up$100,520
Up $39,321 (+64%) from 2014
Net Income
Down-$59,158
Down $45,272 (-326%) from 2014
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.
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE SCHOLORSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ERIC FAULKNER | Director | - | $0 | - | - |
| DAVE JACOBS | Past President | - | $0 | - | - |
| RAY FANTA | President | - | $0 | - | - |
| WILLIAM HAYES | Treasurer | - | $0 | - | - |
| WILLIAM C DONATO JR | President Elect | - | $0 | - | - |
| DAVID DULUDE | Secretary | - | $0 | - | - |
| DAN J KINCAID | Director | - | $0 | - | - |
| BRIAN W LONG | Director | - | $0 | - | - |
| RAY BOUCHARD | Director | - | $0 | - | - |
| RICK REDDING | Director | - | $0 | - | - |
| RICHARD DOHERTY | Vice President | - | $0 | - | - |
| JANIE GEIS | Director | - | $0 | - | - |
| DIANE KEIL-HIPP | Director | - | $0 | - | - |
| RICK TRUMAN | Director | - | $0 | - | - |
“Class of Activity: SCHOLARSHIP | Donee's Name: GRIFFITH INSURANCE EDUCATION FOUNDATION | Donee's Address: 720 PROVIDENCE ROAD MALVERN PA 19355 | Cash Amount Given: $25200”
“Class of Activity: SCHOLARSHIP | Donee's Name: WESTFIELD GROUP SCHOLORSHIP FUND | Donee's Address: PO BOX 5001 WESTFIELD CENTER OH 44251 | Cash Amount Given: $14250”
“Class of Activity: Educational | Donee's Name: GAMMA IOTA SIGMA LEADERSHIP CONFERENCE | Donee's Address: PO BOX 356 YARDLEY PA 19067 | Cash Amount Given: $10000”
“Office Expenses $727”
“Conferences, Conventions, and Meetings $5228”
“Insurance $2889”
“PROGRAM FEES $6500”
“APPRECIATION GIFTS $726”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | WILLIAM HAYES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6305443770 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1811 HIGH GROVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NAPERVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60540 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 388807 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 320600 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -59158 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 35000 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 388807 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 320600 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 49450 |
| IRS990EZ/GrossReceiptsAmt | 0 | 41362 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8612 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 32750 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 388807 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 320600 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 388807 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 320600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ERIC FAULKNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVE JACOBS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RAY FANTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | WILLIAM HAYES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | WILLIAM C DONATO JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAVID DULUDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DAN J KINCAID |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BRIAN W LONG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | RAY BOUCHARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | RICK REDDING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | RICHARD DOHERTY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | JANIE GEIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | DIANE KEIL-HIPP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | RICK TRUMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -9049 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16070 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE SCHOLORSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 100520 |
| IRS990EZ/TotalRevenueAmt | 0 | 41362 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://www.westfieldinsurance.com/about/pg.js |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Class 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/ExplanationTxt | 1 | Class of Activity: SCHOLARSHIP | Donee's Name: WESTFIELD GROUP SCHOLORSHIP FUND | Donee's Address: PO BOX 5001 WESTFIELD CENTER OH 44251 | Cash Amount Given: $14250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Class of Activity: Educational | Donee's Name: GAMMA IOTA SIGMA LEADERSHIP CONFERENCE | Donee's Address: PO BOX 356 YARDLEY PA 19067 | Cash Amount Given: $10000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Office Expenses $727 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences, Conventions, and Meetings $5228 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $2889 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PROGRAM FEES $6500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | APPRECIATION GIFTS $726 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.2 |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WILLIAM HAYES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-05-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WESTFIELD AGENTS ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 237263278 |
| ReturnHeader/Filer/PhoneNum | 0 | 6305443770 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1811 HIGH GROVE SUITE 139 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NAPERVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60540 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Digiovine Hnilo Jordan Johnson |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 184 SHUMAN BLVD STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NAPERVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 605638514 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6304201360 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PATRICK W KOLZOW CPA |
| ReturnHeader/ReturnTs | 0 | 2016-05-12T15:39:06-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
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Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.