Civic Intelligence

Windward Foundation

990PF • Fiscal year 2013 • EIN 46-1233976

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 31, 2014

999 Waterside DrVirginia Beach, VA 23510

(757) 671-1700

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$3,792,702

No earlier filing loaded for comparison.

Net Assets

$3,792,702

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue

$4,372,742

No earlier filing loaded for comparison.

Expenses

$96,845

No earlier filing loaded for comparison.

Net Income

$4,275,897

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $3,792,702Liabilities 2013: $1Net Assets 2013: $3,792,7022013Assets 2014: $3,636,806Liabilities 2014: $1Net Assets 2014: $3,636,8062014Assets 2015: $3,514,544Liabilities 2015: $1Net Assets 2015: $3,514,5442015Assets 2016: $3,337,114Liabilities 2016: $0Net Assets 2016: $3,337,1142016Assets 2017: $6,200,725Liabilities 2017: $0Net Assets 2017: $6,200,7252017Assets 2018: $6,198,735Liabilities 2018: $0Net Assets 2018: $6,198,7352018Assets 2019: $5,898,777Liabilities 2019: $1Net Assets 2019: $5,898,7772019Assets 2020: $5,945,901Liabilities 2020: $1Net Assets 2020: $5,945,9012020Assets 2021: $5,689,398Liabilities 2021: $1Net Assets 2021: $5,689,3982021Assets 2022: $5,684,153Liabilities 2022: $1Net Assets 2022: $5,684,1532022Assets 2023: $5,421,388Liabilities 2023: $1Net Assets 2023: $5,421,3882023Assets 2024: $5,261,720Liabilities 2024: $0Net Assets 2024: $5,261,7202024

Highlighted filing

2013

Assets$3,792,702
Liabilities$1
Net Assets$3,792,702

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $4,372,742Expenses 2013: $96,845Net Income 2013: $4,275,8972013Revenue 2014: $171,963Expenses 2014: $336,169Net Income 2014: -$164,2062014Revenue 2015: $109,424Expenses 2015: $224,862Net Income 2015: -$115,4382015Revenue 2016: $50,521Expenses 2016: $227,951Net Income 2016: -$177,4302016Revenue 2017: $3,076,040Expenses 2017: $212,429Net Income 2017: $2,863,6112017Revenue 2018: $172,654Expenses 2018: $174,644Net Income 2018: -$1,9902018Revenue 2019: $455,235Expenses 2019: $800,747Net Income 2019: -$345,5122019Revenue 2020: $611,268Expenses 2020: $576,644Net Income 2020: $34,6242020Revenue 2021: $250,898Expenses 2021: $507,401Net Income 2021: -$256,5032021Revenue 2022: $286,658Expenses 2022: $291,903Net Income 2022: -$5,2452022Revenue 2023: $68,818Expenses 2023: $331,583Net Income 2023: -$262,7652023Revenue 2024: $192,071Expenses 2024: $351,739Net Income 2024: -$159,6682024

Highlighted filing

2013

Revenue$4,372,742
Expenses$96,845
Net Income$4,275,897
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 31, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph C PerryPresident-$0--
Cathryn T PerrySecretary-$0--
Filing and Contact Details

Filer

EIN
46-1233976
Phone
7576711700

Signing Officer

Name
Joseph C Perry
Title
President
Signed
2014-10-31
Raw XML Appendix272 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03589362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt064611
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt079200
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04275897
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04372742
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03205
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017645
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02118243
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0550463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt366645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0550463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11339
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02668706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1239572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LPL see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LPL see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LPL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0620249
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04275897
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0483195
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04275897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03792702
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079445
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079445
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079445
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt092853
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013408
IRS990PF/DistributableAmountGrp/TotalTaxAmt013408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt027000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013393
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IRS990PF/FMVAssetsEOYAmt03878696
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03503368
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01583049
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028280
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt092853
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01857064
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Joseph C Perry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cathryn T Perry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10999 Waterside Dr Suite 2220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11999 Waterside Dr Suite 2220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Norfolk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Norfolk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode023510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode123510
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082405
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082405
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082405
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode023510
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07576711700
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0see attached schedule
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0323736
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0178876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt092615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037879
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082405
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02960
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0323736
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0320776
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Patricia and Douglas Perry Foundati
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10999 Waterside Dr Suite 2220
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Norfolk
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode023510
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07375764
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03687882
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Cash and publicly traded securities
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt013
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LPL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010703
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010703
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06383
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03192
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03191
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Patricia Douglas Perry Foundation
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10999 Waterside Dr Suite 2220
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0Norfolk
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode023510
TaxesSchedule/TaxesDetail/Amt0534
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0534
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph C Perry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Windward Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0461233976
ReturnHeader/Filer/PhoneNum07576711700
ReturnHeader/Filer/USAddress/AddressLine10999 Waterside Dr
ReturnHeader/Filer/USAddress/City0Norfolk
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023510
ReturnHeader/ReturnTs02014-10-31T11:43:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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