Civic Intelligence

Winstead Employee Assistance Fund

990EZ • Fiscal year 2020 • EIN 82-2968120

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-0.0%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$72,193

Down $7 (-0.0%) from 2019

Net Assets

Down

$72,193

Down $7 (-0.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,000 (-100%) from 2019

Expenses

Up

$7

Up $7 from 2019

Net Income

Down

-$7

Down $1,007 (-101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$72,193
Liabilities$0
Net Assets$72,193
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$0
Expenses$7
Net Income-$7
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.1
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 Pay76th 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
2021-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Melinda Jones
Phone
2143939300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 7.”

Raw XML Appendix136 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/BOYAmt072200
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072193
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072200
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072193
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072193
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072200
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072193
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/OtherExpensesTotalAmt07
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/TotalExpensesAmt07
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt085700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087200
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt087200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085700
IRS990ScheduleA/Total509Grp/TotalAmt087200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CHARGES. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02147455269
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-08
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/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/PreparerPersonNm0MELINDA JONES
ReturnHeader/ReturnTs02021-10-15T10:35:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,193
Liabilities
$0
Net assets
$72,193
Revenue
$0
Expenses
$7
Net income
-$7
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