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Nonprofit · EIN 59-2335526

WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST

Tax-exempt · WINTER PARK, FL 32790

Financials

$1.1M$1.1M2023$1.1M$1.1M2024$1.1M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990$1,106,792$1,105,645$1,147$4,391$4,391$0
April 30, 2025990$1,107,417$1,105,795$1,622$3,244$0$3,244
April 30, 2024990$1,063,575$1,068,421-$4,846$1,622$0$1,622
Financial details: 990 for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$88
Other revenue
$1,106,704

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$3,244
Total assets, end of year
$4,391
Total liabilities, end of year
$4,391
Net assets, end of year
$0
Gross receipts
$1,106,792
Employees
0
Year formed
1989
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
MICHAEL P CAROLANTrustee
Trustee or director
0$0$545,000
TIMOTHY J KILEYTrustee
Trustee or director
0$0$490,000
LIONEL E RUBIOTrustee
Trustee or director
0$0$295,000
JEFFREY R HUDSONTrustee
Key employee
0$0$263,804
990 for the year ended April 30, 2025: 3 people
NameTitleHours / weekCompensationFrom related orgs
TIMOTHY J KILEYTrustee
Trustee or director
0$0$450,000
MICHAEL P CAROLANTrustee
Trustee or director
0$0$405,000
LIONEL E RUBIOTrustee
Trustee or director
0$0$280,000
990 for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL P CAROLANTrustee
Trustee or director, Officer
40$541,246
HEATHER S MORAESTrustee
Trustee or director, Officer
40$540,944
JAMES E CHEEK IIITrustee
Trustee or director, Officer
40$398,415

Address and contacts

Address (IRS master file)
PO BOX 880, WINTER PARK, FL 32790-0880
In care of
% MICHAEL P CAROLAN
Principal officer (990 for 2025)
Michael P Carolan, 329 North Park Ave Ste 2nd Floor, Winter Park, FL 32789
Signed the 990
MICHAEL P CAROLAN, Trustee
Phone
(407) 423-4246

Mission

To hold, administer and process the funds of the Winderweedle, Haines, Ward & Woodman P.A. Employee Benefit Health Plan Trust

990 for the year ended April 30, 2026

Program accomplishments

  • Health care cliams paid
    Expenses $562,697
  • Health care premiums paid
    Expenses $542,948

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990 on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
59-2335526
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,391
Income (IRS master file)
$1,106,792

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2026$1,106,792$1,105,645$4,391XML
990April 2025$1,107,417$1,105,795$3,244XML
990April 2024$1,063,575$1,068,421$1,622XML
990April 2023$1,018,054$1,012,536$6,468IRS
990April 2022–––IRS
990April 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2335526).

Questions about WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST

What is the EIN of WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST?
The employer identification number (EIN) of WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST is 59-2335526.
Is WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2026.
Who is the principal officer of WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST?
The 990 for the year ended April 30, 2026 names Michael P Carolan.
Who are the officers and directors of WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST?
The 990 for the year ended April 30, 2026 lists 4 people; 0 received compensation from the organization.
How much revenue does WINDERWEEDLE HAINES WARD & WOODMAN PA EMPLS BENEFIT HEALTH PLAN TRUST have?
On its 990 for the year ended April 30, 2026 it reported revenue of $1,106,792, expenses of $1,105,645 and total assets of $4,391 at year end.

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