Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2016 • 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
22nd percentile
Higher net margin than 22% 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
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Assets
Up$329,553
Up $8,953 (+2.8%) from 2015
Net Assets
Up$329,553
Up $8,953 (+2.8%) from 2015
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$58,596
Up $17,234 (+42%) from 2015
Expenses
Down$64,336
Down $36,184 (-36%) from 2015
Net Income
Up-$5,740
Up $53,418 (+90%) from 2015
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 | - | - |
| TODD GEORGE | Director | - | $0 | - | - |
| RAY FANTA | Past President | - | $0 | - | - |
| WILLIAM HAYES | Treasurer | - | $0 | - | - |
| WILLIAM C DONATO JR | President | - | $0 | - | - |
| DAVID DULUDE | Secretary | - | $0 | - | - |
| TERRY MORMAN | Director | - | $0 | - | - |
| BRIAN W LONG | Director | - | $0 | - | - |
| QUINN SHEPHERD | Director | - | $0 | - | - |
| RICK REDDING | Director | - | $0 | - | - |
| RICHARD DOHERTY | President Elect | - | $0 | - | - |
| JANIE GEIS | Director | - | $0 | - | - |
| DIANE KEIL-HIPP | Vicw President | - | $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: $17250”
“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 $335”
“Travel $593”
“Conferences, Conventions, and Meetings $2500”
“Insurance $2219”
“PROGRAM FEES $4500”
“APPRECIATION GIFTS $1239”
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 | 320600 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 329553 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5740 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 320600 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 329553 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 52450 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58596 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9081 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 49515 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 320600 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 329553 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 320600 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 329553 |
| 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 | TODD GEORGE |
| 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 | TERRY MORMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BRIAN W LONG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | QUINN SHEPHERD |
| 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 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | President |
| 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 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | VICW PRESIDENT |
| 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 | 14693 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11386 |
| 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 | 64336 |
| IRS990EZ/TotalRevenueAmt | 0 | 58596 |
| 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: $17250 |
| 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 $335 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Travel $593 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Conferences, Conventions, and Meetings $2500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Insurance $2219 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | PROGRAM FEES $4500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | APPRECIATION GIFTS $1239 |
| 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.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.2 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WILLIAM HAYES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-05-15 |
| 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 | 2017-05-15T08:50:05-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.