WESTFIELD AGENTS ASSOCIATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WESTFIELD AGENTS ASSOCIATION (EIN 23-7263278)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-15
- IRS object ID
- 202141969349201164
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-15T15:33:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363029663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIGIOVINE HNILO JORDAN & JOHNSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 184 SHUMAN BLVD STE 200 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237263278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTFIELD AGENTS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4192592791 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 MADISON AVENUE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY MORMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4192592791 | PhoneNum |
| Signature | 2021-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERRY | PersonFirstNm |
| Person Last | MORMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK KOLZOW CPA | PreparerPersonNm |
| PTIN | P00175824 | PTIN |
| Phone | 6304201360 | PhoneNum |
| Preparation | 2021-06-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WESTFIELDINSURANCE.COM/ABOUT-US/WESTFIELD-AGENTS | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $48,750 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $48,750 | MembershipDuesAmt |
| Total Revenue | $48,750 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $24,250 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $376 | OtherExpensesTotalAmt |
| Total Expenses | $24,626 | TotalExpensesAmt |
| Excess Or Deficit For Year | $24,124 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $371,257 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $44,975 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $440,356 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,257 | BOYAmt |
| EOY | $440,356 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,257 | BOYAmt |
| EOY | $440,356 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,257 | BOYAmt |
| EOY | $440,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE SCHOLARSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TODD GEORGE | ||||
| PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| NATHAN CHAPMAN | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| GLORIA FORBES | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ADAM DYER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERRY MORMAN | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| MARTY MUCHNOK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| QUINN SHEPHERD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JARRETT BRIDGES | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| ASHLEY BAUER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSICA JUNG | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY MUELLER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY MORMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 MADISON AVENUE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192592791 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: 14,250. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: IIABA CONFERENCE. GRANTEE ADDRESS: 127 SOUTH PEYTON STREET ALEXANDRIA, VA 22314. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 10,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: APPRECIATION GIFTS. AMOUNT: 101. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 265. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 376. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: 44,975. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |