Civic Intelligence

Winstead Employee Assistance Fund

990EZ • Fiscal year 2019 • EIN 82-2968120

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

Organization ProfileN/A
2728 N Harwood St Ste 500Dallas, TX 75201-1743

(214) 745-5269

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

100%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$72,200

Up $1,000 (+1.4%) from 2018

Net Assets

$72,200

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin100th percentile

Revenue

Up

$1,000

Up $500 (+100%) from 2018

Expenses

Down

$0

Down $15,000 (-100%) from 2018

Net Income

Up

$1,000

Up $15,500 (+107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$72,200
Liabilities$0
Net Assets$72,200
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$1,000
Expenses$0
Net Income$1,000
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
Gross Receipts
$1,000
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.$1,000$0
Compensation and Service Providers
Top Officer Pay77th 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
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Melinda Jones
Phone
2143939300
Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02147455269
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072200
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IRS990EZ/DirectIndirectPltclExpendAmt00
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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/GrantsAndAllocationsAmt01000
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/TotalRevenueAmt01000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt085700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087200
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt087200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt087200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087200
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02147455269
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
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
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ReturnHeader/FilingSecurityInformation/IPDt02020-07-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:59:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143939300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA JONES
ReturnHeader/ReturnTs02020-07-14T17:51:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,200
Liabilities
$0
Net assets
$72,200
Revenue
$1,000
Expenses
$0
Net income
$1,000
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