Civic Intelligence

Westfield Agents Association

990EZ • Fiscal year 2017 • EIN 23-7263278

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 24, 2018

Organization Profilewww.westfieldinsurance.com/about/pg.js
811 Madison AveToledo, OH 43604

(419) 259-2791

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$358,699

Up $29,146 (+8.8%) from 2016

Net Assets

Up

$358,699

Up $29,146 (+8.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$58,526

Down $70 (-0.1%) from 2016

Expenses

Down

$61,820

Down $2,516 (-3.9%) from 2016

Net Income

Up

-$3,294

Up $2,446 (+43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2017

Assets$358,699
Liabilities-
Net Assets$358,699
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

2017

Revenue$58,526
Expenses$61,820
Net Income-$3,294
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 24, 2018
Return Version
2017v2.2
Gross Receipts
$58,526
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC FAULKNERDirector-$0--
TODD GEORGEVice President-$0--
NATHAN CHAPMANDirector-$0--
WILLIAM HAYESTreasurer-$0--
WILLIAM C DONATO JRPast President-$0--
ADAM DYERDirector-$0--
TERRY MORMANDirector-$0--
MARTY MUCHNOKDirector-$0--
QUINN SHEPHERDDirector-$0--
RICK REDDINGDirector-$0--
RICHARD DOHERTYPresident-$0--
JANIE GEISDirector-$0--
DIANE KEIL-HIPPPresidnet-Elect-$0--
RICK TRUMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Westfield Agents Association
EIN
23-7263278
Phone
4192592791
Address
811 MADISON AVE, TOLEDO, OH 43604

Signing Officer

Name
Terry Morman
Title
Treasurer
Signed
2018-08-24
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: $16500”

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: $10000”

Other Expenses.1002

“Office Expenses $308”

Other Expenses.1007

“Conferences, Conventions, and Meetings $6936”

Other Expenses.1012

“Insurance $2219”

Other Expenses.1

“APPRECIATION GIFTS $157”

Raw XML Appendix155 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/USAddress/AddressLine1Txt0811 MADISON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043604
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC FAULKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATHAN CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM C DONATO JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ADAM DYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRY MORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARTY MUCHNOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8QUINN SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RICK REDDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICHARD DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JANIE GEIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DIANE KEIL-HIPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13RICK TRUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PRESIDNET-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt032440
IRS990EZ/OtherExpensesTotalAmt09620
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLORSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061820
IRS990EZ/TotalRevenueAmt058526
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: $16500
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: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $6936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $2219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APPRECIATION GIFTS $157
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.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY MORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD AGENTS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0237263278
ReturnHeader/Filer/PhoneNum04192592791
ReturnHeader/Filer/USAddress/AddressLine1Txt0811 MADISON AVE
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363029663
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/ReturnTs02018-08-24T15:34:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$358,699
Liabilities
-
Net assets
$358,699
Revenue
$58,526
Expenses
$61,820
Net income
-$3,294
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