Civic Intelligence

Upwind Foundation Inc.

990EZ • Fiscal year 2023 • EIN 47-2699348

Oct 01, 2022 to Sep 30, 2023 • Filed on Nov 28, 2023

Organization Profilewww.upwindscholarship.com
PO Box 6932San Carlos, CA 94070

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

8.8%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

26%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

31%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$38,796

Up $7,955 (+26%) from 2022

Net Assets

Up

$38,796

Up $7,955 (+26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$90,673

Up $21,662 (+31%) from 2022

Expenses

Up

$82,718

Up $9,613 (+13%) from 2022

Net Income

Up

$7,955

Up $12,049 (+294%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$150K$100K$50K$0Assets 2019: $34,379Liabilities 2019: $0Net Assets 2019: $34,3792019Assets 2020: $43,754Liabilities 2020: $02020Assets 2021: $34,935Liabilities 2021: $0Net Assets 2021: $34,9352021Assets 2022: $30,841Liabilities 2022: $0Net Assets 2022: $30,8412022Assets 2023: $38,796Liabilities 2023: $0Net Assets 2023: $38,7962023Assets 2024: $62,907Liabilities 2024: $0Net Assets 2024: $62,9072024Assets 2025: $119,040Liabilities 2025: $0Net Assets 2025: $119,0402025

Highlighted filing

2023

Assets$38,796
Liabilities$0
Net Assets$38,796
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $58,137Expenses 2019: $40,294Net Income 2019: $17,8432019Revenue 2020: $61,592Expenses 2020: $52,217Net Income 2020: $9,3752020Revenue 2021: $47,078Expenses 2021: $55,897Net Income 2021: -$8,8192021Revenue 2022: $69,011Expenses 2022: $73,105Net Income 2022: -$4,0942022Revenue 2023: $90,673Expenses 2023: $82,718Net Income 2023: $7,9552023Revenue 2024: $96,422Expenses 2024: $72,419Net Income 2024: $24,0032024Revenue 2025: $148,185Expenses 2025: $92,052Net Income 2025: $56,1332025

Highlighted filing

2023

Revenue$90,673
Expenses$82,718
Net Income$7,955
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Nov 28, 2023
Return Version
2022v5.0
Gross Receipts
$90,673
Mission and Program Overview

Mission

The Upwind Foundation was established to encourage interest in aviation for high school aged students by awarding scholarships that provide ground and flight training The scholarship funds the ground and flight training to become a Private Pilot during the summer between their junior and senior year

Program Services

DescriptionGrantsExpenses
The Upwind Foundation provided flight training to five 5 high school students during the summer of 2023 The training included both ground and flight training in an airplane to prepare them to become FAA Certified Pilots$71,400-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herb PattenChairman And Executive Director-$0--
Susan StrehlowTreasurer-$0--
Alexandra StrehlowSecretary-$0--
Oliver CoolidgeBoard Member-$0--
Alessandro FrancoBoard Member-$0--
Michele KarpishinBoard Member-$0--
Audrey AlexandreBoard Member-$0--
Chris RimerBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Upwind Foundation Inc
EIN
47-2699348
Phone
0000000000
Address
PO BOX 6932, SAN CARLOS, CA 94070

Signing Officer

Name
Susan Strehlow
Title
Treasurer
Phone
6503945364
Signed
2023-11-28
Supplemental Narrative

Additional Explanations

Schedule O:

“Other Expenses: 990 Form EZ Line 16 Supplies (Books, Charts, Flight tools) $781 Knowledge Test Fees: $875 D&O Insurance: $739 Post Office Box Fee & Postage: $278 Web Services: $299 Tax Filing Fees: $100 Credit Card Fees: $ 1,811 Refund of Prior Year Auction Donation: $1,200 TOTAL: $6,083”

Raw XML Appendix197 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Susan Strehlow
IRS990EZ/BooksInCareOfDetail/PhoneNum06503945364
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 6932
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Carlos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094070
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030841
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038796
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt090673
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07955
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05235
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030841
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038796
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071400
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt090673
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030841
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038796
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030841
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038796
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Herb Patten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Strehlow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alexandra Strehlow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Oliver Coolidge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alessandro Franco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michele Karpishin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Audrey Alexandre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chris Rimer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman and Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06083
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Upwind Foundation was established to encourage interest in aviation for high school aged students by awarding scholarships that provide ground and flight training The scholarship funds the ground and flight training to become a Private Pilot during the summer between their junior and senior year
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Upwind Foundation provided flight training to five 5 high school students during the summer of 2023 The training included both ground and flight training in an airplane to prepare them to become FAA Certified Pilots
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082718
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt090673
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.upwindscholarship.com/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt090673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0326491
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.85
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00.93
IRS990ScheduleA/PublicSupportTotal509Amt0278741
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt027750
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt047750
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt027750
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt047750
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058137
IRS990ScheduleA/Total509Grp/TotalAmt0326491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326491
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Expenses: 990 Form EZ Line 16 Supplies (Books, Charts, Flight tools) $781 Knowledge Test Fees: $875 D&O Insurance: $739 Post Office Box Fee & Postage: $278 Web Services: $299 Tax Filing Fees: $100 Credit Card Fees: $ 1,811 Refund of Prior Year Auction Donation: $1,200 TOTAL: $6,083
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Strehlow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06503945364
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPWIND FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UPWI
ReturnHeader/Filer/EIN0472699348
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6932
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/ReturnTs02023-11-28T19:30:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Strehlow
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,796
Liabilities
$0
Net assets
$38,796
Revenue
$90,673
Expenses
$82,718
Net income
$7,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.48$0.92$0.56
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.96$0.72$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.91$0.83$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.69$0.73$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.47$0.56$0.09
2020Summary only. Only limited summary data is available for this year.$0.44$0.00$0.62$0.52$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.58$0.40$0.18