Civic Intelligence

Windward Spirit

990EZ • Fiscal year 2017 • EIN 81-3709754

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 25, 2017

Organization ProfileN/A
PO Box 3046Newport Beach, CA 92659

(949) 945-8256

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$21,334

No earlier filing loaded for comparison.

Net Assets

$21,334

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$50,000

No earlier filing loaded for comparison.

Expenses

$28,666

No earlier filing loaded for comparison.

Net Income

$21,334

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$21,334
Liabilities-
Net Assets$21,334
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$50,000
Expenses$28,666
Net Income$21,334
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 25, 2017
Return Version
2016v3.0
Gross Receipts
$50,000
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 5 individuals in both help for education funding and daily living expenses to remain off the homeless roles in Orange County, California.$101$27,300
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rich MeyerPresident & CEOPT$0--
Bruce MajeskiSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Windward Spirit
EIN
81-3709754
Phone
9499458256
Address
PO Box 3046, Newport Beach, CA 92659

Signing Officer

Name
Rich Meyer
Title
President & CEO
Signed
2017-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Charles J McLucas Jr CPA
Address
3 Via Zamora, San Clemente, CA 92673
Preparer
Charles J McLucas Jr
Phone
9499814452
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Janet P | Donee's Address: Unknown Unknown CA 92660 | Cash Amount Given: $27300”

Other Expenses.1002

“Office Expenses $101”

Raw XML Appendix131 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092659
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021334
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IRS990EZ/ContributionsGiftsGrantsEtcAmt050000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OtherExpensesTotalAmt0101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0101
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027300
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt050000
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt050000
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Janet P | Donee's Address: Unknown Unknown CA 92660 | Cash Amount Given: $27300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $101
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rich Meyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Windward Spirit
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0813709754
ReturnHeader/Filer/PhoneNum09499458256
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3046
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles J McLucas Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Via Zamora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09499814452
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles J McLucas Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-25T13:46:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,334
Liabilities
-
Net assets
$21,334
Revenue
$50,000
Expenses
$28,666
Net income
$21,334
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