Civic Intelligence

Windward Spirit

EIN 81-3709754 • 501(c)3 • Newport Beach, CA

Profile

The mission of the organization is to provide financial assistance in the form of direct assistance, loans and grants to community members facing financial hardships of any kind, as well as, providing both on-going and continued education within the community.

4350 Von Karman Ave Suite 200Newport Beach, CA 92660

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $54,313 (-100%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $54,313 (-100%) from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $2,500 (-100%) from 2024

Expenses

Up

$29,137

Up $28,200 (+3010%) from 2024

Net Income

Down

-$29,137

Down $30,700 (-1964%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $21,334Net Assets 2017: $21,3342017Assets 2018: $12,687Net Assets 2018: $12,6872018Assets 2019: $6,494Net Assets 2019: $6,4942019Assets 2020: $8,843Net Assets 2020: $8,8432020Assets 2022: $31,390Net Assets 2022: $31,3902022Assets 2023: $52,750Net Assets 2023: $52,7502023Assets 2024: $54,313Net Assets 2024: $54,3132024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $50,000Expenses 2017: $28,666Net Income 2017: $21,3342017Revenue 2018: $48,000Expenses 2018: $56,647Net Income 2018: -$8,6472018Revenue 2019: $25,000Expenses 2019: $31,193Net Income 2019: -$6,1932019Revenue 2020: $46,000Expenses 2020: $43,651Net Income 2020: $2,3492020Revenue 2022: $92,268Expenses 2022: $80,792Net Income 2022: $11,4762022Revenue 2023: $113,347Expenses 2023: $91,987Net Income 2023: $21,3602023Revenue 2024: $2,500Expenses 2024: $937Net Income 2024: $1,5632024Revenue 2025: $0Expenses 2025: $29,137Net Income 2025: -$29,1372025

Highlighted filing

2025

Revenue$0
Expenses$29,137
Net Income-$29,137
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
$29,137
Net income
-$29,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.29$0.29
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.13$0.92$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.92$0.81$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.46$0.44$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.25$0.31$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.48$0.57$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.50$0.29$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

The mission of the organization is to provide financial assistance in the form of direct assistance, loans and grants to community members facing financial hardships of any kind, as well as, providing both on-going and continued education within the community.

Program Services

DescriptionGrantsExpenses
The organization assisted 8 individuals in both help for education funding and daily living expenses to remain off the homeless roles in Orange County, California.$19,000$10,137
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rich MeyerPresident & CEOPT$0--
Matt HopkinsTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Windward Spirit
EIN
81-3709754
Phone
9499223603
Address
4350 Von Karman Ave Suite 200, Newport Beach, CA 92660

Signing Officer

Name
Matt Hopkins
Title
President & CEO
Signed
2025-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Bourque & Mclucas Cpas Inc
Address
5151 CALIFORNIA AVE SUITE 100, IRVINE, CA 92617
Preparer
Charles J Mclucas Jr
Phone
9498257036
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Non Profit | Donee's Name: Various homeless and needs | Donee's Address: 305 West Broadway #185 New York NY 10013 | Relationship of Donee: None | Cash Amount Given: $19000”

Other Expenses.1002

“Office Expenses $10137”

Raw XML Appendix140 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/BooksInCareOfDetail/PersonNm0Matt Hopkins
IRS990EZ/BooksInCareOfDetail/PhoneNum09499223603
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04350 Von Karman Ave Stuite 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029137
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29137
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029137
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029137
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029137
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rich Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matt Hopkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the organization is to provide financial assistance in the form of direct assistance, loans and grants to community members facing financial hardships of any kind, as well as, providing both on-going and continued education within the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization assisted 8 individuals in both help for education funding and daily living expenses to remain off the homeless roles in Orange County, California.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010137
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029137
IRS990EZ/TotalProgramServiceExpensesAmt010137
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0113347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0245690
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245690
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037575
IRS990ScheduleA/Total509Grp/TotalAmt0245690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037575
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245690
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Non Profit | Donee's Name: Various homeless and needs | Donee's Address: 305 West Broadway #185 New York NY 10013 | Relationship of Donee: None | Cash Amount Given: $19000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $10137
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matt Hopkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Windward Spirit
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0813709754
ReturnHeader/Filer/PhoneNum09499223603
ReturnHeader/Filer/USAddress/AddressLine1Txt04350 Von Karman Ave Suite 200
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465329594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOURQUE & MCLUCAS CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 CALIFORNIA AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092617
ReturnHeader/PreparerPersonGrp/PhoneNum09498257036
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J MCLUCAS JR
ReturnHeader/ReturnTs02025-09-12T12:52:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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