Civic Intelligence

The Whale Trail

990EZ • Fiscal year 2023 • EIN 27-3093674

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$7,100

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

93rd percentile

113%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

9.1%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$6,042

Up $3,211 (+113%) from 2022

Net Assets

Up

$6,042

Up $3,211 (+113%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin66th percentile

Revenue

Up

$24,251

Up $2,030 (+9.1%) from 2022

Expenses

Down

$21,040

Down $10,696 (-34%) from 2022

Net Income

Up

$3,211

Up $12,726 (+134%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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 2023: $6,042Liabilities 2023: $0Net Assets 2023: $6,0422023Assets 2024: $4,945Liabilities 2024: $0Net Assets 2024: $4,9452024

Highlighted filing

2023

Assets$6,042
Liabilities$0
Net Assets$6,042
Open 2023 Filing

Operations Trend

Revenue Growth55th 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 2023: $24,251Expenses 2023: $21,040Net Income 2023: $3,2112023Revenue 2024: $20,228Expenses 2024: $21,325Net Income 2024: -$1,0972024

Highlighted filing

2023

Revenue$24,251
Expenses$21,040
Net Income$3,211
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$24,251
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$11,873
SITES AND SIGNS:IDENTIFY AND ADD NEW WHALE TRAIL SITES AND INTERPRETIVE PANELS.$0$2,552
WEBSITE:INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS.$0$1,085
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA SANDSTROMExecutive DirectorFT$7,100-$7,100
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
2024-11-04
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: 10,303. Description: travel, meeting and other. Amount: 2,066. Total to form 990-ez, line 16: 12,369.”

Raw XML Appendix156 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/PhoneNum02069195397
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07119 WOODSIDE PL SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098136
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt37100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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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/OtherExpensesTotalAmt012369
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND OUTREACH ABOUT ORCAS AND THE MARINE ENVIRONMENT.
IRS990EZ/PrintingPublicationsPostageAmt0238
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SITES AND SIGNS:IDENTIFY AND ADD NEW WHALE TRAIL SITES AND INTERPRETIVE PANELS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WEBSITE:INFORMATIONAL HUB FEATURING WHALE TRAIL SITES, SPECIES, TRAVEL AND STEWARDSHIP TIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02552
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111873
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21085
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt07100
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/TotalExpensesAmt021040
IRS990EZ/TotalProgramServiceExpensesAmt015510
IRS990EZ/TotalRevenueAmt024251
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEWHALETRAIL.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0211290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalSupportAmt0211291
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA SANDSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02069330206
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
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/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER ROBERTS
ReturnHeader/ReturnTs02024-11-15T14:42:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,042
Liabilities
$0
Net assets
$6,042
Revenue
$24,251
Expenses
$21,040
Net income
$3,211
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
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.24$0.21$0.03
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