WINDWARD FUND

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

LYNN MCNAIR

Phone

2027953074

Tax Period

2023-01-01 to 2023-12-31

WINDWARD FUND, founded in 2015, is a major nonprofit in the Environment sector that reported $212.4M in total revenue in fiscal year 2023.

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.

Program Service Accomplishments

Program 1

Expenses: $197,346,358 Revenue: $279,538

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...

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.

Program 2

Expenses: $4,053,183 Revenue: $0

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...

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.

Program 3

Expenses: $801,625 Revenue: $0

CAPACITY BUILDING - WINDWARD'S CAPACITY BUILDING PROJECTS SUPPORT THE CAPACITY DEVELOPMENT OF GRANTEES WHO WORK ACROSS ENVIRONMENTAL, CLIMATE, ENERGY, AND OTHER CHARITABLE ISSUES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $201,423,379

Program Service Revenue $279,538

Investment Income $9,541,695

Other Revenue $1,127,342

TOTAL REVENUE $212,371,954

Expense Breakdown

Grants Paid $152,424,070

Salaries & Benefits $18,998,751

Fundraising Expenses $917,387

Program Expenses $202,242,601

Other Expenses $40,001,269

TOTAL EXPENSES $211,847,409

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,371,954	$198,128,051	+0.1%
Expenses	$211,847,409	$203,032,217	+0.0%
Net Income	$524,545	$-4,904,166	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

136

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$183,267

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE BODNER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
HARRY DRUCKER	SECRETARY & TREASURER	1.00	Officer Director	$0	$0	$0
BRUCE BOYD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FUKUZAWA	DIRECTOR	1.00	Director	$0	$0	$0
PAT GONZALES ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN GRIMM	DIRECTOR	1.00	Director	$0	$0	$0
JASMINE HALL RATLIFF	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL LEON	DIRECTOR	1.00	Director	$0	$0	$0
LYNN MCNAIR	PRESIDENT (AS OF 4/2023)	40.00	Officer	$166,125	$17,142	$183,267
CAMMIE CROFT	PROJECT CHIEF OF STAFF	40.00	Highest	$265,000	$48,520	$313,520
ERIN ROGERS	PROJECT CO-DIRECTOR	40.00	Highest	$250,262	$23,768	$274,030
MELANIE R ALLEN	PROJECT CO-DIRECTOR	40.00	Highest	$247,212	$27,351	$274,563
PATRICIANNA RHEE	PROJ CHIEF P'SHIP OFF (THRU 10/2023)	40.00	Highest	$252,178	$28,883	$281,061
THOMAS MERCER III	PROJECT HEAD OF PRODUCT	40.00	Highest	$254,063	$44,692	$298,755

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$212,371,954	$211,847,409	$355,450,224	$524,545
2022	$198,128,051	$203,032,217	$337,278,177	$-4,904,166
2021	$274,341,513	$107,774,502	$328,195,647	$166,567,011
2020	$158,611,799	$70,257,223	$136,151,371	$88,354,576
2019	$44,404,708	$20,844,825	$43,649,953	$23,559,883
2018	$19,238,519	$13,579,180	$18,675,227	$5,659,339