STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTFIELD AGENTS ASSOCIATION: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WESTFIELD AGENTS ASSOCIATION (EIN 23-7263278)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-23
IRS object ID
202531139349201363
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-23T15:07:14-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363029663PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DHJJ LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1184 SHUMAN BLVD STE 200AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60563ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237263278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTFIELD AGENTS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone5133715805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 ELSINORE PLACE SUITE 310AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY MUELLERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5133715805PhoneNum
Signature2025-03-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK KOLZOW CPAPreparerPersonNm
PTINP00175824PTIN
Phone6304201360PhoneNum
Preparation2025-03-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWESTFIELDINSURANCE.COM/ABOUT-US/WESTFIELD-AGENTSWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$7,067GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$0MembershipDuesAmt
Investment Income$7,067InvestmentIncomeAmt
Total Revenue$7,067TotalRevenueAmt
Grants And Similar Amounts Paid$16,500GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$6,260OtherExpensesTotalAmt
Total Expenses$22,760TotalExpensesAmt
Excess Or Deficit For Year-$15,693ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$396,222NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$46,365OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$426,894NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$396,222BOYAmt
EOY$426,894EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$396,222BOYAmt
EOY$426,894EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$396,222BOYAmt
EOY$426,894EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE 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.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROVIDE SCHOLARSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRYDescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NATHAN CHAPMAN
PAST PRESIDENT1.00$0$0$0
GLORIA FORBES
DIRECTOR1.00$0$0$0
ADAM DYER
PRESIDENT1.00$0$0$0
MARTY MUCHNOK
DIRECTOR1.00$0$0$0
JARRETT BRIDGES
SECRETARY1.00$0$0$0
ASHLEY BAUER
VICE PRESIDENT1.00$0$0$0
JESSICA JUNG
DIRECTOR1.00$0$0$0
JAY MUELLER
TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAY MUELLERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 ELSINORE PLACE SUITE 310AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Phone5133715805PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 7,067.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE 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 EXPENSESDESCRIPTION: 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 ASSETSDESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: 46,365.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.DeclarationDesc