Totals
- Total revenue
- $198,128,051
- Total expenses
- $203,032,217
- Contributions and grants received
- $194,324,586
- Grants paid
- $164,418,961
- Program service revenue
- $88,512
- Investment income
- $2,573,769
- Other revenue
- $1,141,184
- Total assets, end of year
- $337,278,177
- Total liabilities, end of year
- $65,009,931
- Net assets or fund balances, end of year
- $272,268,246
- Program services expenses (Part IX)
- $195,918,329
- Management and general expenses
- $6,908,282
- Fundraising expenses
- $205,606
- Program service expenses (Part III)
- $195,918,329
Program services were 96.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$194,324,586
-
1g · Noncash contributions included above
$13,934,028
-
2a · Program service revenue: CONSULTING
total $88,512 · related or exempt $88,512
-
3 · Investment income
total $2,568,349 · excluded $2,568,349
-
7a · Gross sales of assets other than inventory
securities $26,105,305
-
7b · Less cost or other basis and sales expenses
securities $25,918,143 · other assets $181,742
-
7c · Gain or loss
securities $187,162 · other assets -$181,742
-
7d · Net gain or loss
total $5,420 · excluded $5,420
-
11a · Other revenue: GENERAL ADMIN RETAINER
total $1,122,458 · excluded $1,122,458
-
11b · Other revenue: MISCELLANEOUS REVENUE
total $18,726 · excluded $18,726
-
11e · Other revenue, total
$1,141,184
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $143,980,688 · program services $143,980,688
-
3 · Grants to foreign organizations and individuals
total $20,438,273 · program services $20,438,273
-
7 · Other salaries and wages
total $9,039,779 · program services $8,893,773 · management and general $15,243 · fundraising $130,763
-
8 · Pension plan contributions
total $430,196 · program services $418,621 · management and general $5,420 · fundraising $6,155
-
9 · Other employee benefits
total $966,591 · program services $935,428 · management and general $17,410 · fundraising $13,753
-
10 · Payroll taxes
total $644,351 · program services $633,849 · management and general $1,183 · fundraising $9,319
-
11a · Fees: management
total $6,610,165 · management and general $6,610,165
-
11b · Fees: legal
total $298,326 · program services $262,148 · management and general $36,178
-
11c · Fees: accounting
total $55,238 · program services $9,788 · management and general $45,450
-
11d · Fees: lobbying
total $142,134 · program services $142,134
-
11g · Fees: other
total $12,262,317 · program services $12,143,638 · management and general $73,063 · fundraising $45,616
-
12 · Advertising and promotion
total $3,374,970 · program services $3,374,970
-
13 · Office expenses
total $101,797 · program services $89,159 · management and general $12,638
-
14 · Information technology
total $2,629,408 · program services $2,585,131 · management and general $44,277
-
16 · Occupancy
total $28,944 · program services $28,944
-
17 · Travel
total $936,884 · program services $936,884
-
19 · Conferences, conventions and meetings
total $716,290 · program services $716,290
-
22 · Depreciation, depletion and amortization
total $34,046 · program services $34,046
-
23 · Insurance
total $112,230 · program services $69,738 · management and general $42,492
-
24a · Other expenses: DUES/SUBSCRIPTIONS/BOOK
total $91,817 · program services $90,814 · management and general $1,003
-
24b · Other expenses: HONORARIA & GIFTS
total $83,376 · program services $83,376
-
24c · Other expenses: LICENSE AND FEES
total $24,800 · program services $21,731 · management and general $3,069
-
24d · Other expenses: TAXES
total $3,307 · program services $3,129 · management and general $178
-
24e · All other expenses
total $26,290 · program services $25,777 · management and general $513
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $14,987,956 · end of year $12,172,712
-
2 · Savings and temporary cash investments
beginning of year $194,596,907 · end of year $212,311,790
-
3 · Pledges and grants receivable
beginning of year $117,803,774 · end of year $108,744,540
-
4 · Accounts receivable
beginning of year $75,483 · end of year $117,045
-
9 · Prepaid expenses and deferred charges
beginning of year $533,530 · end of year $231,082
-
10a · Land, buildings and equipment: cost or other basis
$3,620,832
-
10b · Land, buildings and equipment: accumulated depreciation
$42,398
-
10c · Land, buildings and equipment, net
beginning of year $197,997 · end of year $3,578,434
-
15 · Other assets
beginning of year $0 · end of year $122,574
-
17 · Accounts payable and accrued expenses
beginning of year $5,056,016 · end of year $6,246,357
-
18 · Grants payable
beginning of year $30,743,787 · end of year $58,763,574
-
27 · Net assets without donor restrictions
beginning of year $1,488,450 · end of year $5,217,157
-
28 · Net assets with donor restrictions
beginning of year $290,907,394 · end of year $267,051,089
Mission and programs · 2022
Mission
THE WINDWARD FUND ADVANCES PUBLIC AWARENESS ABOUT CONSERVATION, CLIMATE AND ENVIRONMENTAL ISSUES, SUSTAINABLE FOOD SYSTEMS, AND THE PROTECTION OF LAND, WILDLIFE, AND OTHER NATURAL RESOURCES. (CONTINUED ON SCHEDULE O)AS A 501(C)(3) PUBLIC CHARITY, WINDWARD HOSTS PUBLIC AWARENESS CAMPAIGNS AND GRANT-MAKING PROJECTS THAT ADDRESS CONSERVATION FROM A RANGE OF ANGLES. WINDWARD ALSO PROVIDES A PLATFORM FOR DONORS TO CONVENE AND COLLABORATE ON THESE ISSUES, LEVERAGING THE WORK OF OTHER CONSERVATION PROJECTS HOUSED AT THE FUND TO STRENGTHEN THEIR EFFORTS AND ADVANCE THE FIELD. WINDWARD IS GOVERNED BY TRUSTEES WITH DEEP EXPERIENCE IN RUNNING ENVIRONMENTAL ORGANIZATIONS, MANAGING GRANTMAKING PORTFOLIOS, AND EDUCATING THE PUBLIC ABOUT ENVIRONMENTAL ISSUES.
Activities or mission (Part I)
WINDWARD FUND HOSTS INITIATIVES THAT PURSUE BOLD SOLUTIONS TO ENVIRONMENTAL CHALLENGES.
-
ENVIRONMENTAL PROGRAMS - WINDWARD FUND'S ENVIRONMENTAL PROGRAMS FOCUS ON A RANGE OF CONSERVATION, CLIMATE, AND ENERGY ISSUES IN THE U.S. AND ABROAD. THESE ISSUES INCLUDE WATER SOLUTIONS IN THE AMERICAN WEST, CLIMATE RESILIENCE, ALTERNATIVE ENERGY SOURCES, REDUCTION OF DEFORESTATION, AND CONSERVATION PLANNING. OUR WORK PRIMARILY INCLUDES CONVENING, GRANTMAKING, COMMUNICATIONS, COORDINATION AMONG STAKEHOLDERS, CIVIC AND MEDIA ENGAGEMENT, AND PUBLIC AWARENESS CAMPAIGNS.
Expenses $192,933,159 · Grants $162,288,689 · Revenue $88,512
-
CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROGRAMS - WINDWARD'S CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROGRAMS FOCUS ON A RANGE OF ISSUES INCLUDING ADDRESSING ENVIRONMENTAL INEQUALITY, ADVOCATING FOR ACCOUNTABILITY, ENSURING VOICES ARE BEING HEARD, AND EMBRACING A SUSTAINABLE FUTURE.
Expenses $1,490,000 · Grants $1,405,000
-
PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF - WINDWARD'S PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF PROGRAMS FOCUS ON A RANGE OF ISSUES INCLUDING ASSISTING PUBLIC AGENCIES ON DISASTER RESPONSE, IMPROVING RISK MITIGATION MEASURES, AND DEVELOPING ADVANCED SAFETY SOLUTIONS.
Expenses $1,343,357 · Grants $573,459
-
OTHER PROGRAMS - WINDWARD FUND'S OTHER PROGRAMS INCLUDE AGRICULTURE, FOOD, AND NUTRITION, AND CAPACITY BUILDING.
Expenses $151,813 · Grants $151,813
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cammie CroftCAMMIE CROFT
PROJECT CHIEF OF STAFF
- Total calculated
- $270,836
- From this org
- $231,903
- From related orgs
- $0
- Other
- $38,933
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,403
- Bonus
- $13,500
- Other
- $0
- Deferred
- $13,100
- Nontaxable benefits
- $25,833
- Filer's total
- $270,836
-
Erin RogersERIN ROGERS
PROJECT CO-DIRECTOR
- Total calculated
- $264,344
- From this org
- $240,863
- From related orgs
- $0
- Other
- $23,481
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,963
- Bonus
- $5,000
- Other
- $900
- Deferred
- $14,452
- Nontaxable benefits
- $9,029
- Filer's total
- $264,344
-
Melanie R AllenMELANIE R ALLEN
PROJECT CO-DIRECTOR
- Total calculated
- $259,825
- From this org
- $240,863
- From related orgs
- $0
- Other
- $18,962
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,963
- Bonus
- $5,000
- Other
- $900
- Deferred
- $13,544
- Nontaxable benefits
- $5,418
- Filer's total
- $259,825
-
Patricianna RheePATRICIANNA RHEE
PROJECT CHIEF PARTNERSHIPS OFFICER
- Total calculated
- $218,098
- From this org
- $197,828
- From related orgs
- $0
- Other
- $20,270
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,115
- Bonus
- $0
- Other
- $713
- Deferred
- $11,580
- Nontaxable benefits
- $8,690
- Filer's total
- $218,098
-
Stephen PantanoSTEPHEN PANTANO
PROJECT HEAD OF RESEARCH
- Total calculated
- $214,418
- From this org
- $199,554
- From related orgs
- $0
- Other
- $14,864
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,304
- Bonus
- $11,250
- Other
- $0
- Deferred
- $11,702
- Nontaxable benefits
- $3,162
- Filer's total
- $214,418
-
Lee BodnerLEE BODNER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Harry DruckerHARRY DRUCKER
SECRETARY & TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Bruce BoydBRUCE BOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FukuzawaDAVID FUKUZAWA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pat Gonzales RogersPAT GONZALES ROGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristen GrimmKRISTEN GRIMM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jasmine Hall RatliffJASMINE HALL RATLIFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rachel LeonRACHEL LEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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, and on a Form 990-PF Part VIII's — 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
- 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 3
- WINDWARD FUND DID NOT HAVE A CEO/EXECUTIVE DIRECTOR IN 2022.
- 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
-
$20,000,000
ENVIRONMENTAL PROGRAMS
-
$19,950,000
ENVIRONMENTAL PROGRAMS
-
POTENTIAL ENERGY COALITION INC
$13,084,686
ENVIRONMENTAL PROGRAMS
-
ROCKEFELLER PHILANTHROPY ADVISORS INC
$6,724,500
ENVIRONMENTAL PROGRAMS
-
ENVIRONMENTAL PROGRAMS
-
ENVIRONMENTAL DEFENSE FUND INC
$3,401,500
ENVIRONMENTAL PROGRAMS
-
$3,000,000
ENVIRONMENTAL PROGRAMS
-
WOODS HOLE OCEANOGRAPHIC INSTITUTION
$2,500,000
ENVIRONMENTAL PROGRAMS
-
$2,475,000
ENVIRONMENTAL PROGRAMS
-
$2,350,000
ENVIRONMENTAL PROGRAMS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323149349302457
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.