Civic Intelligence

The Whale Trail

990EZ • Fiscal year 2014 • EIN 27-3093674

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.THEWHALETRAIL.ORG
7119 Woodside Pl SWSeattle, WA 98136

(206) 933-0206

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.6%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Revenue Growth

44th percentile

-1.9%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$8,793

Up $418 (+5.0%) from 2011

Net Assets

Up

$8,793

Up $1,118 (+15%) from 2011

Liabilities

Down

$0

Down $700 (-100%) from 2011

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin33rd percentile

Revenue

Down

$33,043

Down $1,922 (-5.5%) from 2011

Expenses

Down

$34,140

Down $12,532 (-27%) from 2011

Net Income

Up

-$1,097

Up $10,610 (+91%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2011: $8,375Liabilities 2011: $700Net Assets 2011: $7,6752011Assets 2014: $8,793Liabilities 2014: $0Net Assets 2014: $8,7932014Assets 2015: $19,397Liabilities 2015: $0Net Assets 2015: $19,3972015Assets 2018: $22,132Liabilities 2018: $0Net Assets 2018: $22,1322018Assets 2020: $9,204Liabilities 2020: $0Net Assets 2020: $9,2042020Assets 2021: $12,346Liabilities 2021: $0Net Assets 2021: $12,3462021Assets 2022: $2,831Liabilities 2022: $0Net Assets 2022: $2,8312022Assets 2024: $4,945Liabilities 2024: $0Net Assets 2024: $4,9452024

Highlighted filing

2014

Assets$8,793
Liabilities$0
Net Assets$8,793
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $34,965Expenses 2011: $46,672Net Income 2011: -$11,7072011Revenue 2014: $33,043Expenses 2014: $34,140Net Income 2014: -$1,0972014Revenue 2015: $45,050Expenses 2015: $34,446Net Income 2015: $10,6042015Revenue 2018: $95,715Expenses 2018: $128,053Net Income 2018: -$32,3382018Revenue 2020: $53,998Expenses 2020: $54,092Net Income 2020: -$942020Revenue 2021: $50,609Expenses 2021: $47,467Net Income 2021: $3,1422021Revenue 2022: $22,221Expenses 2022: $31,736Net Income 2022: -$9,5152022Revenue 2024: $20,228Expenses 2024: $21,325Net Income 2024: -$1,0972024

Highlighted filing

2014

Revenue$33,043
Expenses$34,140
Net Income-$1,097
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$33,043
Mission and Program Overview

Mission

Education and outreach about orcas and the marine environment.

Education and outreach about orcas and the marine environment

Program Services

DescriptionGrantsExpenses
SITES AND SIGNS: IDENTIFY AND ADD NEW WHALE TRAIL SITES AND SIGNS. WORK WITH REGIONAL AND LOCAL PARTNERS TO ADD SITES TO WEBSITE, CUSTOMIZE AND INSTALL SIGNS.$0$15,828
ORCA TOUR AND TALKS: PRODUCE PUBLIC EDUCATIONAL PROGRAMS FEATURING MARINE RESEARCHERS, MANAGERS, AUTHORS AND CONSERVATIONISTS. IN 2014, THIS INCLUDED A NINE-CITY SPEAKER SERIES FEATURING MARINE CONSERVATIONIST ERICH HOYT.$0$9,497
WEBSITE: INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS.$0$6,331
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY FLETCHERPresident-$0--
CHUCK GIBILISCOVice President-$0--
ANN BUTLERSecretary-$0--
MIKE O'MALLEYDirector-$0--
DONNA SANDSTROMExecutive DirectorFT$0--
Filing and Contact Details

Filer

Filer Name
The Whale Trail
EIN
27-3093674
Phone
2069330206
Address
7119 WOODSIDE PL SW, SEATTLE, WA 98136

Signing Officer

Name
Donna Sandstrom
Title
Executive Director
Phone
2069330206
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Ejk Accounting & Tax Services LLC
Address
1100 DEXTER AVE N SUITE 230, SEATTLE, WA 98109
Preparer
Ej Kim
Phone
2065470497
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 375. Description: conferences and meeting. Amount: 12,331. Description: donation to other organizations. Amount: 538. Description: licenses and taxes. Amount: 57. Description: information technology. Amount: 811. Description: program supplies. Amount: 7,987. Description: travel. Amount: 5,306. Description: in-kind expenses. Amount: 240. Total to form 990-ez, line 16: 27,645.”

Raw XML Appendix150 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/PhoneNum02065470497
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01100 DEXTER AVE N SUITE 230
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09890
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IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1097
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY FLETCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHUCK GIBILISCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANN BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE O'MALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONNA SANDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND OUTREACH ABOUT ORCAS AND THE MARINE ENVIRONMENT
IRS990EZ/PrintingPublicationsPostageAmt01146
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SITES AND SIGNS: IDENTIFY AND ADD NEW WHALE TRAIL SITES AND SIGNS. WORK WITH REGIONAL AND LOCAL PARTNERS TO ADD SITES TO WEBSITE, CUSTOMIZE AND INSTALL SIGNS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ORCA TOUR AND TALKS: PRODUCE PUBLIC EDUCATIONAL PROGRAMS FEATURING MARINE RESEARCHERS, MANAGERS, AUTHORS AND CONSERVATIONISTS. IN 2014, THIS INCLUDED A NINE-CITY SPEAKER SERIES FEATURING MARINE CONSERVATIONIST ERICH HOYT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WEBSITE: INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015828
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19497
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26331
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034140
IRS990EZ/TotalProgramServiceExpensesAmt031656
IRS990EZ/TotalRevenueAmt033043
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEWHALETRAIL.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033043
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197220
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0116164
IRS990ScheduleA/SubstantialContributorsTotAmt081056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033043
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065055
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197220
IRS990ScheduleA/TotalSupportAmt0197220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING. AMOUNT: 375. DESCRIPTION: CONFERENCES AND MEETING. AMOUNT: 12,331. DESCRIPTION: DONATION TO OTHER ORGANIZATIONS. AMOUNT: 538. DESCRIPTION: LICENSES AND TAXES. AMOUNT: 57. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 811. DESCRIPTION: PROGRAM SUPPLIES. AMOUNT: 7,987. DESCRIPTION: TRAVEL. AMOUNT: 5,306. DESCRIPTION: IN-KIND EXPENSES. AMOUNT: 240. TOTAL TO FORM 990-EZ, LINE 16: 27,645.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA SANDSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02069330206
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHALE TRAIL
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0273093674
ReturnHeader/Filer/PhoneNum02069330206
ReturnHeader/Filer/USAddress/AddressLine1Txt07119 WOODSIDE PL SW
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098136
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263087988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EJK ACCOUNTING & TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 DEXTER AVE N SUITE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098109
ReturnHeader/PreparerPersonGrp/PhoneNum02065470497
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EJ KIM
ReturnHeader/ReturnTs02015-11-16T14:22:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,793
Liabilities
$0
Net assets
$8,793
Revenue
$33,043
Expenses
$34,140
Net income
-$1,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.20$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.22$0.32$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.51$0.47$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.54$0.54$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.96$1.28$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.45$0.34$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.33$0.34$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.01$0.08$0.35$0.47$0.12