Westfield Agents Association
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.
Key facts about Westfield Agents Association
In short: Westfield Agents Association gave $454K across 1 grant in 2025 (avg $454K), mostly in Ohio. Source: 2025 IRS Form 990.
- EIN
- 23-7263278
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $454,218
- Grants made (2025)
- 1
- Average grant
- $454,218
- Median grant
- $454,218
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$454K
Grant Count
1
Avg Grant Size
$454K
About Westfield Agents Association
Based on IRS filings
Westfield Agents Association is a nonprofit organization, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. In 2025, it awarded 1 grant totaling $454K. Net investment income was $33K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| GAMMA IOTA SIGMA Powell, OH | SUPPORT AND EMPOWER STIDENTS TO PURSUE CAREERS IN INSURANCE | $454,218 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $426,894 | $396,222 |
| Revenue | $32,821 | $7,067 | $9,863 |
| Expenses | $459,715 | $22,760 | $4,422 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $32,821 | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-EZ for fiscal year 2019 (received by the IRS November 14, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
Leadership & Key People
Officers and directors from IRS filings
Westfield Agents Association is led by Adam Dyer, President since 2022 (on filings since 2019); none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Adam Dyer
President
Director → President, 2022
On filings since 2019
1 hr/week
No compensation reported
Marty Muchnok
Director
On filings since 2019
1 hr/week
No compensation reported
Gloria Forbes
Director
Vice President → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Jessica Jung
Director
On filings since 2020
1 hr/week
No compensation reported
Nathan Chapman
Past President
Vice President → President, 2020
President → Past President, 2022
On filings since 2019
1 hr/week
No compensation reported
Ashley Bauer
Vice President
Director → Vice President, 2022
On filings since 2020
1 hr/week
No compensation reported
Jarrett Bridges
Secretary
On filings since 2020
1 hr/week
No compensation reported
Jay Mueller
Treasurer
Director → Treasurer, 2021
On filings since 2020
2 hrs/week
No compensation reported
Former officers (9)
- Former: Quinn Shepherd (2019–2021) — Director
- Former: Terry Morman (2019–2021) — Past Treasurer
- Former: Todd George (2019–2021) — Past President
- Former: Diane Keil-Hipp (2019) — Past President
- Former: Eric Faulkner (2019) — Director
- Former: Gloria Frobes (2019) — Director
- Former: Janie Geis (2019) — Director
- Former: John Eck Jr. (2019) — Director
- Former: Richard Doherty (2019) — Past President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Westfield Agents Association
How much does Westfield Agents Association give each year?
Westfield Agents Association gave $454K across 1 grant in 2025, according to its 2025 IRS Form 990.
Where does Westfield Agents Association operate?
Westfield Agents Association has awarded grants in Ohio.
What is Westfield Agents Association's EIN?
Westfield Agents Association's EIN (Employer Identification Number) is 23-7263278. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Westfield Agents Association by hand.
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