Civic Intelligence

The Whale Trail

990EZ • Fiscal year 2022 • EIN 27-3093674

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$21,875

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 98.4% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

5th percentile

-77%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$2,831

Down $9,515 (-77%) from 2021

Net Assets

Down

$2,831

Down $9,515 (-77%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Down

$22,221

Down $28,388 (-56%) from 2021

Expenses

Down

$31,736

Down $15,731 (-33%) from 2021

Net Income

Down

-$9,515

Down $12,657 (-403%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2022

Assets$2,831
Liabilities$0
Net Assets$2,831
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$22,221
Expenses$31,736
Net Income-$9,515
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$22,221
Mission and Program Overview

Mission

Education and outreach about orcas and the marine environment.

Program Services

DescriptionGrantsExpenses
EDUCATION AND OUTREACH: PRODUCE PUBLIC EDUCATIONAL PROGRAMS INCLUDING LECTURES, SCHOOL PRESENTATIONS AND SPECIAL COMMUNITY EVENTS.$0$24,975
SITES AND SIGNS:IDENTIFY AND ADD NEW WHALE TRAIL SITES AND INTERPRETIVE PANELS.$0$1,390
WEBSITE:INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS.$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA SANDSTROMExecutive DirectorFT$21,875-$21,875
PIA VANHANENBoard Member-$0--
MARGARET CUMMINGSBoard Member-$0--
KRISTINA COOPERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
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
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hauser Jones & Sas Pllc
Address
10940 NE 33RD PLACE SUITE 100, BELLEVUE, WA 98004
Preparer
Jennifer Roberts
Phone
4258891778
Supplemental Narrative

Additional Explanations

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

“Description: materials and supplies. Amount: 6,750. Description: travel, meeting and other. Amount: 1,802. Total to form 990-ez, line 16: 8,552.”

Raw XML Appendix154 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/BusinessNameLine1Txt0DONNA SANDSTROM
IRS990EZ/BooksInCareOfDetail/PhoneNum02069195397
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07119 WOODSIDE PL SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098136
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012346
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02831
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt022221
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9515
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01041
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt02831
IRS990EZ/GrossReceiptsAmt022221
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012346
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02831
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012346
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02831
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt321875
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/PersonNm0PIA VANHANEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGARET CUMMINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTINA COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA SANDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND OUTREACH ABOUT ORCAS AND THE MARINE ENVIRONMENT.
IRS990EZ/PrintingPublicationsPostageAmt0268
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SITES AND SIGNS:IDENTIFY AND ADD NEW WHALE TRAIL SITES AND INTERPRETIVE PANELS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION AND OUTREACH: PRODUCE PUBLIC EDUCATIONAL PROGRAMS INCLUDING LECTURES, SCHOOL PRESENTATIONS AND SPECIAL COMMUNITY EVENTS.
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/ProgramServiceExpensesAmt01390
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt021875
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/TotalExpensesAmt031736
IRS990EZ/TotalProgramServiceExpensesAmt026365
IRS990EZ/TotalRevenueAmt022221
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEWHALETRAIL.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0279099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0279099
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053997
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092060
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0279099
IRS990ScheduleA/TotalSupportAmt0279100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MATERIALS AND SUPPLIES. AMOUNT: 6,750. DESCRIPTION: TRAVEL, MEETING AND OTHER. AMOUNT: 1,802. TOTAL TO FORM 990-EZ, LINE 16: 8,552.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA SANDSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02069330206
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHALE 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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810987947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAUSER JONES & SAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010940 NE 33RD PLACE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04258891778
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER ROBERTS
ReturnHeader/ReturnTs02023-11-15T16:58:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SANDSTROM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,831
Liabilities
$0
Net assets
$2,831
Revenue
$22,221
Expenses
$31,736
Net income
-$9,515
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits