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Nonprofiteer
← WINDWARD FUND

Form 990 for tax year 2023

Filed by WINDWARD FUND.

Totals

Total revenue
$212,371,954
Total expenses
$211,847,409
Contributions and grants received
$201,423,379
Grants paid
$152,424,070
Program services expenses (Part IX)
$202,242,601
Management and general expenses
$8,687,421
Fundraising expenses
$917,387
Program service expenses (Part III)
$202,242,601

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LEE BODNER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • HARRY DRUCKER

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BRUCE BOYD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID FUKUZAWA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAT GONZALES ROGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN GRIMM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASMINE HALL RATLIFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RACHEL LEON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNN MCNAIR

    PRESIDENT (AS OF 4/2023)

    Total calculated
    $183,267
    From this org
    $166,125
    From related orgs
    $0
    Other
    $17,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,200
    Bonus
    $15,250
    Other
    $675
    Deferred
    $9,259
    Nontaxable benefits
    $7,883
    Filer's total
    $183,267

  • CAMMIE CROFT

    PROJECT CHIEF OF STAFF

    Total calculated
    $313,520
    From this org
    $265,000
    From related orgs
    $0
    Other
    $48,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,000
    Bonus
    $0
    Other
    $0
    Deferred
    $15,900
    Nontaxable benefits
    $32,620
    Filer's total
    $313,520

  • ERIN ROGERS

    PROJECT CO-DIRECTOR

    Total calculated
    $274,030
    From this org
    $250,262
    From related orgs
    $0
    Other
    $23,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,362
    Bonus
    $5,000
    Other
    $900
    Deferred
    $12,499
    Nontaxable benefits
    $11,269
    Filer's total
    $274,030

  • MELANIE R ALLEN

    PROJECT CO-DIRECTOR

    Total calculated
    $274,563
    From this org
    $247,212
    From related orgs
    $0
    Other
    $27,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,312
    Bonus
    $5,000
    Other
    $900
    Deferred
    $14,387
    Nontaxable benefits
    $12,964
    Filer's total
    $274,563

  • PATRICIANNA RHEE

    PROJ CHIEF P'SHIP OFF (THRU 10/2023)

    Total calculated
    $281,061
    From this org
    $252,178
    From related orgs
    $0
    Other
    $28,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,139
    Bonus
    $0
    Other
    $28,039
    Deferred
    $14,282
    Nontaxable benefits
    $14,601
    Filer's total
    $281,061

  • THOMAS MERCER III

    PROJECT HEAD OF PRODUCT

    Total calculated
    $298,755
    From this org
    $254,063
    From related orgs
    $0
    Other
    $44,692
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,063
    Bonus
    $30,000
    Other
    $0
    Deferred
    $14,344
    Nontaxable benefits
    $30,348
    Filer's total
    $298,755

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PROVIDES $75 PER MONTH FOR FITNESS RELATED COSTS, WHICH MAY INCLUDE CLUB FEES. THE AMOUNTS WERE CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEES.
PART I, LINE 7
THE ORGANIZATION PROVIDED BONUSES TO CERTAIN EMPLOYEES, WHICH WOULD BE CONSIDERED A "NON-FIXED PAYMENT". BONUSES PAID BY THE ORGANIZATION ARE (IN GENERAL) NOT SPECIFIED BY A FIXED FORMULA IN EMPLOYMENT CONTRACTS AND DETERMINED (IN PART) WITH DISCRETION IN DETERMINING THE AMOUNT OF BONUS OR WHETHER TO MAKE A BONUS PAYMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423169349305292

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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