Upwind Foundation Inc
Nonprofit profile at a glance
- EIN
- 472699348
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2022
- Location
- San Carlos, CA, USA
- Phone
- 0000000000
- Rating
- 51
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $148,185
- Expenses
- $92,052
- Assets
- $119,040
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Herb Patten (Chairman and Executive Director)
People named in this filing
- Herb Patten (Chairman and Executive Director)
- Alexandra Strehlow (Secretary)
- Kathleen Patten (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Upwind Foundation was established to encourage interest in aviation for high school aged students by awarding scholarships that provide ground and flight training The scholarship funds the ground and flight training to become a Private Pilot during the summer between their junior and senior year
What it reported doing in 2024
For the fiscal year ending on 9302025 the Upwind Foundation provided scholarships to five 5 high school students that were provided all the necessary ground and flight training to obtain their private pilot certificate
Operating model
- Revenue model
- Donor-supported. 98% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 8
- Transparency & Controls: 100
- Sustainability: 78
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 6%; rating input score 6
- Program expense ratio: 9.7%; rating input score 10
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 37.9%; rating input score 88; 88th percentile among comparable filings
- Total-asset coverage ratio: 1.29; rating input score 68; 68th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -54.7% per year; rating input score 0; 4th percentile among comparable filings
- Revenue growth: 17% per year; rating input score 100; 80th percentile among comparable filings
- Asset growth: 22.2% per year; rating input score 100; 82nd percentile among comparable filings
Details
- Where the money goes: 6% of revenue deployed · 9.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $9K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 6/100.
- High — Financial Efficiency: Program expense ratio scored 10/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.