WESTFIELD AGENTS ASSOCIATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WESTFIELD AGENTS ASSOCIATION (EIN 23-7263278)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-24
- IRS object ID
- 201822369349200642
- Schema version
- 2017v2.2
- 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 | 2018-08-24T15:34:12-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 605638514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 AVE | 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 |
| Signature | 2018-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK W KOLZOW CPA | PreparerPersonNm |
| PTIN | P00175824 | PTIN |
| Phone | 6304201360 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | http://www.westfieldinsurance.com/about/pg.js | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $58,526 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $49,540 | MembershipDuesAmt |
| Investment Income | $8,986 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $58,526 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $51,700 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $9,620 | OtherExpensesTotalAmt |
| Total Expenses | $61,820 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,294 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $329,553 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $32,440 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $358,699 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,553 | BOYAmt |
| EOY | $358,699 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,553 | BOYAmt |
| EOY | $358,699 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,553 | BOYAmt |
| EOY | $358,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE SCHOLORSHIPS FOR STUDENTS WISHING TO PURSUE A CAREER IN THE INSURANCE INDUSTRY | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ERIC FAULKNER | ||
| Director | 1.00 | $0 |
| TODD GEORGE | ||
| VICE PRESIDENT | 1.00 | $0 |
| NATHAN CHAPMAN | ||
| Director | 1.00 | $0 |
| WILLIAM HAYES | ||
| Treasurer | 2.00 | $0 |
| WILLIAM C DONATO JR | ||
| PAST PRESIDENT | 1.00 | $0 |
| ADAM DYER | ||
| Director | 1.00 | $0 |
| TERRY MORMAN | ||
| Director | 1.00 | $0 |
| MARTY MUCHNOK | ||
| Director | 1.00 | $0 |
| QUINN SHEPHERD | ||
| Director | 1.00 | $0 |
| RICK REDDING | ||
| Director | 1.00 | $0 |
| RICHARD DOHERTY | ||
| President | 1.00 | $0 |
| JANIE GEIS | ||
| Director | 1.00 | $0 |
| DIANE KEIL-HIPP | ||
| PRESIDNET-ELECT | 1.00 | $0 |
| RICK TRUMAN | ||
| Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY MORAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 MADISON AVE | 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 | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |