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.
Westfield Agents Association at a glance
In short: Westfield Agents Association gave $454K across 1 grant in 2025 (avg $454K), mostly in Ohio. Source: 2025 IRS Form 990.
- 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)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Westfield Agents Association funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Gamma Iota Sigma ($454K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $454K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | — | $32,821 | $459,715 | $454,218 | 1 | $32,821 |
| 2024 | $426,894 | $7,067 | $22,760 | — | — | — |
| 2023 | $396,222 | $9,863 | $4,422 | — | — | — |
| 2022 | $345,140 | $12,389 | $57,618 | — | — | — |
| 2021 | $488,850 | $10,160 | $18,509 | — | — | — |
| 2020 | $440,356 | $48,750 | $24,626 | — | — | — |
| 2019 | $371,257 | $56,374 | $72,114 | — | — | — |
About Westfield Agents Association
Based on IRS filings
Westfield Agents Association is a public charity, 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.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-EZ for fiscal year 2019 (received by the IRS November 14, 2020)
Other open foundation grants in Ohio
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Funders with grantees in common, and similar funders in Ohio
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The Wsia Talent Advocacy & Engagement foundation was founded in 2020 to stimulate and attract a broad pipeline of talent for the wholesale, specialty and surplus lines insurance industry. (expanded mission on schedule o)the foundation strives to:- provide education resources and programs designed to cultivate a culture for wsia and its membership where all people feel supported and have what they need to succeed in the industry;- remove any barriers to enable all people to compete on a level playing field; and- foster synergy with similar initiatives among all industry participants.
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Wsia Education Foundation
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The Wsia Education Foundation is dedicated to encouraging the educational development of all those interested in the excess and surplus lines business, to creating an understanding, and overcoming the misperceptions of the excess and surplus lines market. The foundation's work includes the financial support of the education programs for wsia members; maintaining and improving the associate in surplus lines insurance (ASLI) designation program, which furthers the educational opportunities for members industry professionals; supporting of the am best company's annual review of the surplus lines segment, which is a valuable tool for the industry; administering student-focused educational programs, symposiums and scholarship to encourage, support and reward exceptional students interested in an insurance career; and significant university outreach to attract bright new talent to the industry.
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Wholesale & Specialty Insurance
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The Wholesale & Specialty Insurance association (WSIA) is the non-profit association of professionals and specialty market leaders dedicated to the wholesale distribution system. WSIA represents the interests of its members and the valuable role they play in the insurance market through networking, education, talent recruitment and development, regulatory and legislative advocacy for the wholesale, specialty, and surplus lines industry, and by promoting the value of the wholesale distribution channel.
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Total Given
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The Johnson-Kazar Charitable Foundation Inc
Green, OH
The Johnson-Kazar Charitable Foundation supports organizations in arts and culture, education, hunger relief, housing, and community programs, primarily in Ohio. Its grants ranged from $500 to $20,000 in 2025, with a median of $2,000. It does not accept unsolicited requests and gives to preselected organizations.
Assets
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Total Given
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Hatton Foundation
Cincinnati, OH
The Hatton Foundation supports civic and arts programs, faith-based organizations, homelessness and poverty services, health and medical organizations, people with special needs and their families, sports and youth development, and veterans. In 2025, its 69 grants ranged from $1,000 to $330,000, with a median of $10,000; most funding went to Ohio, especially the Cincinnati region. It does not limit giving to preselected organizations, and applicants are advised to contact the foundation to request forms and materials.
Assets
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Grants
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Total Given
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