Civic Intelligence

The Whale Trail

990EZ • Fiscal year 2015 • EIN 27-3093674

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$7,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

121%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$19,397

Up $11,022 (+132%) from 2011

Net Assets

Up

$19,397

Up $11,722 (+153%) from 2011

Liabilities

Down

$0

Down $700 (-100%) from 2011

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin80th percentile

Revenue

Up

$45,050

Up $10,085 (+29%) from 2011

Expenses

Down

$34,446

Down $12,226 (-26%) from 2011

Net Income

Up

$10,604

Up $22,311 (+191%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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 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

2015

Assets$19,397
Liabilities$0
Net Assets$19,397
Open 2015 Filing

Operations Trend

Revenue Growth82nd 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 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

2015

Revenue$45,050
Expenses$34,446
Net Income$10,604
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$45,050
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$15,564
ORCA TOUR AND TALKS: PRODUCE PUBLIC EDUCATIONAL PROGRAMS FEATURING MARINE RESEARCHERS, AUTHORS AND CONSERVATIONISTS.$0$9,338
WEBSITE AND APP: INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS.$0$6,225
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA SANDSTROMExecutive DirectorFT$7,000-$7,000
ANN BUTLERSecretary-$0--
MIKE O'MALLEYPresident-$0--
GRETCHEN FRANKENSTEINTreasurer-$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
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ejk Accounting & Tax Services LLC
Address
4055 21ST AVE W SUITE 202, SEATTLE, WA 98199
Preparer
Sarah J Schmitt Mst
Phone
2065470497
Supplemental Narrative

Additional Explanations

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

“Description: advertising. Amount: 85. Description: conferences and meeting. Amount: 8,308. Description: licenses and taxes. Amount: 139. Description: information technology. Amount: 807. Description: program supplies. Amount: 3,612. Description: travel. Amount: 191. Description: insurance. Amount: 1,525. Description: event expenses. Amount: 218. Total to form 990-ez, line 16: 14,885.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: account receivable. Beg. Of year amount: 0. End of year amount: 13,300.”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EJK ACCOUNTING & TAX SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum02065470497
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04055 21ST AVE W STE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098199
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08793
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt045050
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010604
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010730
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08793
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019397
IRS990EZ/GrossReceiptsAmt045050
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019397
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019397
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE O'MALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA SANDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRETCHEN FRANKENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013300
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014885
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND OUTREACH ABOUT ORCAS AND THE MARINE ENVIRONMENT
IRS990EZ/PrintingPublicationsPostageAmt0567
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, AUTHORS AND CONSERVATIONISTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WEBSITE AND APP: INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015564
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19338
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26225
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt08264
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/TotalExpensesAmt034446
IRS990EZ/TotalProgramServiceExpensesAmt031127
IRS990EZ/TotalRevenueAmt045050
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEWHALETRAIL.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033043
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0177215
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81430
IRS990ScheduleA/PublicSupportPY170Pct00.58900
IRS990ScheduleA/PublicSupportTotal170Amt0144303
IRS990ScheduleA/SubstantialContributorsTotAmt032912
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033043
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034965
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0177215
IRS990ScheduleA/TotalSupportAmt0177215
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING. AMOUNT: 85. DESCRIPTION: CONFERENCES AND MEETING. AMOUNT: 8,308. DESCRIPTION: LICENSES AND TAXES. AMOUNT: 139. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 807. DESCRIPTION: PROGRAM SUPPLIES. AMOUNT: 3,612. DESCRIPTION: TRAVEL. AMOUNT: 191. DESCRIPTION: INSURANCE. AMOUNT: 1,525. DESCRIPTION: EVENT EXPENSES. AMOUNT: 218. TOTAL TO FORM 990-EZ, LINE 16: 14,885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNT RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 13,300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA SANDSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02069330206
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
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/AddressLine1Txt04055 21ST AVE W SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098199
ReturnHeader/PreparerPersonGrp/PhoneNum02065470497
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH J SCHMITT MST
ReturnHeader/ReturnTs02016-11-14T23:58:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,397
Liabilities
$0
Net assets
$19,397
Revenue
$45,050
Expenses
$34,446
Net income
$10,604
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
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