Winderweedle Haines Ward & Woodman PAEmployee Benefit Health Plan

EIN: 592335526

Winter Park, FL

Total Revenue
$1,107,417
Total Expenses
$1,105,795
Total Assets
$3,244
Net Assets
$3,244
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
FL
Principal Officer
Micchael P Carolan Trustee
Phone
4074234246
Tax Period
2024-05-01 to 2025-04-30

Winderweedle Haines Ward & Woodman PAEmployee Benefit Health Plan, founded in 1989, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024.

Mission

The Employee Benefit Health Plan Trust for the Winderweedle Haines Ward Woodman P A law firm

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $67
Other Revenue $1,107,350
TOTAL REVENUE $1,107,417

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,105,795
Other Expenses $1,105,795
TOTAL EXPENSES $1,105,795

Year-over-Year Comparison

2024 2023 Change
Revenue $1,107,417 $1,063,575 +0.0%
Expenses $1,105,795 $1,068,421 +0.0%
Net Income $1,622 $-4,846 -1.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
3
$1,135,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIMOTHY J KILEY Trustee 0.00
Director
$0 $0 $450,000
MICHAEL P CAROLAN Trustee 0.00
Director
$0 $0 $405,000
LIONEL E RUBIO Trustee 0.00
Director
$0 $0 $280,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,107,417 $1,105,795 $3,244 $1,622
2024 $1,063,575 $1,068,421 $1,622 $-4,846
2023 $1,018,054 $1,012,536 $6,468 $5,518
2022 $987,651 $988,408 $950 $-757
2021 $948,209 $950,104 $1,707 $-1,895
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