Civic Intelligence

Windward Spirit

990EZ • Fiscal year 2020 • EIN 81-3709754

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 17, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

50th percentile

5.1%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

36%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

84%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$8,843

Up $2,349 (+36%) from 2019

Net Assets

Up

$8,843

Up $2,349 (+36%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$46,000

Up $21,000 (+84%) from 2019

Expenses

Up

$43,651

Up $12,458 (+40%) from 2019

Net Income

Up

$2,349

Up $8,542 (+138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2020

Assets$8,843
Liabilities-
Net Assets$8,843
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

2020

Revenue$46,000
Expenses$43,651
Net Income$2,349
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 17, 2020
Return Version
2019v5.0
Gross Receipts
$46,000
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 8 individuals in both help for education funding and daily living expenses to remain off the homeless roles in Orange County, California.$146$36,780
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
2020-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Charles J McLucas Jr CPA
Address
903 Calle Amanecer Suite 230, 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

“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: $43505”

Other Expenses.1002

“Office Expenses $81”

Other Expenses.1

“Bank Fees $65”

Raw XML Appendix135 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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IRS990EZ/BooksInCareOfDetail/PhoneNum09499458256
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 3046
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092659
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06494
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt02349
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043505
IRS990EZ/GrossReceiptsAmt046000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rich Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bruce Majeski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt0146
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/GrantsAndAllocationsAmt0146
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036780
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/TotalExpensesAmt043651
IRS990EZ/TotalProgramServiceExpensesAmt0146
IRS990EZ/TotalRevenueAmt046000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169000
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/PublicSupportTotal509Amt0169000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/Total509Grp/TotalAmt0169000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0169000
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: $43505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees $65
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rich Meyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
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/PreparerFirmEIN0680366197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles J McLucas Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0903 Calle Amanecer Suite 230
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/ReturnTs02020-08-17T12:53:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,843
Liabilities
-
Net assets
$8,843
Revenue
$46,000
Expenses
$43,651
Net income
$2,349
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