Civic Intelligence

Westfield Agents Association

990EZ • Fiscal year 2024 • EIN 23-7263278

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 09, 2025

Organization ProfileWESTFIELDINSURANCE.COM/ABOUT-US/WESTFIELD-AGENTS
615 Elsinore Place Suite 310Cincinnati, OH 45202

(513) 371-5805

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.00x

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-222%

Higher net margin than 2% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

7.7%

Faster asset growth than 62% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$426,894

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

Net Assets

Up

$426,894

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin2nd 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

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

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

Operations Trend

Revenue Growth11th 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

2024

Revenue$7,067
Expenses$22,760
Net Income-$15,693
Open 2024 Filing
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 Pay74th percentile

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.

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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/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATHAN CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLORIA FORBES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM DYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTY MUCHNOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JARRETT BRIDGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ASHLEY BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSICA JUNG
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
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt046365
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt022760
IRS990EZ/TotalRevenueAmt07067
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
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
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363029663
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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