Civic Intelligence

Winstead Employee Assistance Fund

EIN 82-2968120 • 501(c)3 • Dallas, TX

Profile

Provide relief in response to disasters and emergency hardships suffered by current, former, and future employees and shareholders of winstead pc.

2728 N Harwood St Ste 500Dallas, TX 75201-1743

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

0.0%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Flat

$72,700

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$72,700

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2017: $85,700Liabilities 2017: $02017Assets 2018: $71,200Liabilities 2018: $02018Assets 2019: $72,200Liabilities 2019: $0Net Assets 2019: $72,2002019Assets 2020: $72,193Liabilities 2020: $0Net Assets 2020: $72,1932020Assets 2021: $72,700Liabilities 2021: $0Net Assets 2021: $72,7002021Assets 2022: $72,700Liabilities 2022: $0Net Assets 2022: $72,7002022Assets 2023: $72,700Liabilities 2023: $0Net Assets 2023: $72,7002023Assets 2024: $72,700Liabilities 2024: $0Net Assets 2024: $72,7002024

Highlighted filing

2024

Assets$72,700
Liabilities$0
Net Assets$72,700
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $85,700Expenses 2017: $0Net Income 2017: $85,7002017Revenue 2018: $500Expenses 2018: $15,000Net Income 2018: -$14,5002018Revenue 2019: $1,000Expenses 2019: $0Net Income 2019: $1,0002019Revenue 2020: $0Expenses 2020: $7Net Income 2020: -$72020Revenue 2021: $507Expenses 2021: $0Net Income 2021: $5072021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,700
Liabilities
$0
Net assets
$72,700
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$0.51$0.00$0.51
2020Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$1.00$0.00$1.00
2018Summary only. Only limited summary data is available for this year.$71.2$0.00$0.50$15.0$14.5
2017Summary only. Only limited summary data is available for this year.$85.7$0.00$85.7$0.00$85.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

Provide relief in response to disasters and emergency hardships suffered by current, former, and future employees and shareholders of winstead pc.

Program Services

DescriptionGrantsExpenses
PROVIDED RELIEF IN RESPONSE TO DISASTERS AND EMERGENCY HARDSHIPS SUFFERED BY CURRENT AND FORMER EMPLOYEES AND SHAREHOLDERS OF WINSTEAD PC.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD MUDRICKPresident-$0--
DAVID JOHNSONDirector-$0--
NANCY FURNEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Winstead Employee Assistance Fund
EIN
82-2968120
Phone
2147455269
Address
2728 N HARWOOD ST STE 500, DALLAS, TX 75201-1743

Signing Officer

Name
Kathy Hall
Title
President
Phone
2147455269
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Paul Ives
Phone
2143939300
Raw XML Appendix122 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHY HALL
IRS990EZ/BooksInCareOfDetail/PhoneNum02147455269
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02728 N HARWOOD ST STE 500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0752011743
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt072700
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072700
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072700
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072700
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOWARD MUDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY FURNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE RELIEF IN RESPONSE TO DISASTERS AND EMERGENCY HARDSHIPS SUFFERED BY CURRENT, FORMER, AND FUTURE EMPLOYEES AND SHAREHOLDERS OF WINSTEAD PC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED RELIEF IN RESPONSE TO DISASTERS AND EMERGENCY HARDSHIPS SUFFERED BY CURRENT AND FORMER EMPLOYEES AND SHAREHOLDERS OF WINSTEAD PC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0507
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0507
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0507
IRS990ScheduleA/Total509Grp/TotalAmt0507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0507
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0507
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02147455269
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINSTEAD EMPLOYEE ASSISTANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0WINS
ReturnHeader/Filer/EIN0822968120
ReturnHeader/Filer/PhoneNum02147455269
ReturnHeader/Filer/USAddress/AddressLine1Txt02728 N HARWOOD ST STE 500
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752011743
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08343 DOUGLAS AVENUE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143939300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL IVES
ReturnHeader/ReturnTs02025-11-04T15:14:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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