Winderweedle Haines Ward & Woodman PAEmployee Benefit Health Plan
Nonprofit profile at a glance
- EIN
- 592335526
- IRS 990 coverage
- 2020–2025
- Forms available
- Form 990 2025
- Location
- Winter Park, FL, USA
- Phone
- 4074234246
- Rating
- 23
- Verdict
- REVIEW
- Rating confidence
- Moderate
Reported finances
- Revenue
- $1,106,792
- Expenses
- $1,105,645
- Assets
- $4,391
- Liabilities
- $4,391
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Highest reported compensation
- MICHAEL P CAROLAN (Trustee): $545,000 total reported compensation
- TIMOTHY J KILEY (Trustee): $490,000 total reported compensation
- LIONEL E RUBIO (Trustee): $295,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To hold, administer and process the funds of the Winderweedle, Haines, Ward & Woodman P.A. Employee Benefit Health Plan Trust
What it reported doing in 2025
Health care premiums paid
Operating model
- Revenue model
- Other-operating. 100% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 60
- Accountability: 5
- Sustainability: 15
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
- Governance controls: 1 of 9 controls in place; rating input score 12
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Limited
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Fail
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 0.1%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
- Liabilities to assets ratio: 1; rating input score 4; 4th percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: Limited
- Revenue growth: 3.3% per year; rating input score 100; 27th percentile among comparable filings
- Asset growth: 14.4% per year; rating input score 100; 68th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 0 of 4 board members independent · 1 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $1.1M in reported program spending
- Leadership: top reported pay $545K · 4 people listed · 0 of 6 pay-setting controls reported
- Consistency: 9 of 10 current checks pass · 1 finding to review
- Schedules: 2 filed schedules · includes executive pay
- Filing history: 6 filing years from 2020 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Accountability: Independent voting board scored 0/100.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- High — Accountability: Governance controls: 6 of 7 not reported.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Sustainability: Operating margin scored 31/100.
- High — Sustainability: Total-asset coverage ratio scored 1/100.
- High — Sustainability: Liabilities to assets ratio scored 4/100.