Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
87th percentile
Faster asset growth than 87% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Balance Sheet
Assets
Up$31,861
Up $12,464 (+64%) from 2015
Net Assets
Up$31,861
Up $12,464 (+64%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$39,301
Down $5,749 (-13%) from 2015
Expenses
Down$26,837
Down $7,609 (-22%) from 2015
Net Income
Up$12,464
Up $1,860 (+18%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Nov 13, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $39,301
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
| Description | Grants | Expenses |
|---|---|---|
| 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 | $8,774 |
| ORCA TOUR AND TALKS: PRODUCE PUBLIC EDUCATIONAL PROGRAMS FEATURING MARINE RESEARCHERS, AUTHORS AND CONSERVATIONISTS. | $0 | $6,986 |
| WEBSITE AND APP: INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS. | $0 | $2,011 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANN BUTLER | Secretary | - | $0 | - | - |
| MIKE O'MALLEY | President | - | $0 | - | - |
| DONNA SANDSTROM | Executive Director | FT | $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
- 2017-11-13
- 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: 1,690. Description: conferences and meeting. Amount: 1,931. Description: event expenses. Amount: 1,001. Description: licenses and taxes. Amount: 135. Description: information technology. Amount: 1,828. Description: program supplies. Amount: 3,195. Description: travel. Amount: 2,963. Description: office and misc. Expenses. Amount: 290. Description: insurance. Amount: 330. Total to form 990-ez, line 16: 13,363.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: account receivable. Beg. Of year amount: 13,300. End of year amount: 22,000.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DONNA SANDSTROM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2069330206 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7119 WOODSIDE PL SW |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SEATTLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 98136 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 6097 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 9861 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 39301 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12464 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 13398 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 19397 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 31861 |
| IRS990EZ/GrossReceiptsAmt | 0 | 39301 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 19397 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 31861 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 19397 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 31861 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANN BUTLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MIKE O'MALLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DONNA SANDSTROM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | EXECUTIVE DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 13300 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 22000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 13363 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION AND OUTREACH ABOUT ORCAS AND THE MARINE ENVIRONMENT |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 76 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | ORCA TOUR AND TALKS: PRODUCE PUBLIC EDUCATIONAL PROGRAMS FEATURING MARINE RESEARCHERS, AUTHORS AND CONSERVATIONISTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | WEBSITE AND APP: INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 8774 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 6986 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 2011 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | WA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 26837 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 17771 |
| IRS990EZ/TotalRevenueAmt | 0 | 39301 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.THEWHALETRAIL.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 39301 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 45050 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33043 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24990 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 39167 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 181551 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.95740 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.81430 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 173813 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 7738 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 39301 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 45050 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33043 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24990 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 39167 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 181551 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 181551 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: ADVERTISING. AMOUNT: 1,690. DESCRIPTION: CONFERENCES AND MEETING. AMOUNT: 1,931. DESCRIPTION: EVENT EXPENSES. AMOUNT: 1,001. DESCRIPTION: LICENSES AND TAXES. AMOUNT: 135. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,828. DESCRIPTION: PROGRAM SUPPLIES. AMOUNT: 3,195. DESCRIPTION: TRAVEL. AMOUNT: 2,963. DESCRIPTION: OFFICE AND MISC. EXPENSES. AMOUNT: 290. DESCRIPTION: INSURANCE. AMOUNT: 330. TOTAL TO FORM 990-EZ, LINE 16: 13,363. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ACCOUNT RECEIVABLE. BEG. OF YEAR AMOUNT: 13,300. END OF YEAR AMOUNT: 22,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DONNA SANDSTROM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2069330206 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE WHALE TRAIL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WHAL |
| ReturnHeader/Filer/EIN | 0 | 273093674 |
| ReturnHeader/Filer/PhoneNum | 0 | 2069330206 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7119 WOODSIDE PL SW |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SEATTLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 98136 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | A59C4EAADBA17BDB812FEE57B0076500C28A440D |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8CDB874C09B1640FA5EE8DC8FF2A3582BF305FA7 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.10.93.174 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-11-13 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:46:54 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 263087988 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | EJK ACCOUNTING & TAX SERVICES LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4055 21ST AVE W SUITE 202 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SEATTLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98199 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2065470497 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SARAH J SCHMITT MST |
| ReturnHeader/ReturnTs | 0 | 2017-11-15T22:46:39-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $31,861
- Liabilities
- $0
- Net assets
- $31,861
- Revenue
- $39,301
- Expenses
- $26,837
- Net income
- $12,464