Civic Intelligence

Whalefest Monterey

EIN 35-2863458 • 501(c)3 • Monterey, CA

Pub. 78 Eligible

Profile

To facilitate an annual festival about marine science

PO Box 903Monterey, CA 93942

www.whalefest.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

$18,986

No earlier filing loaded for comparison.

Liabilities

$5,000

No earlier filing loaded for comparison.

Net Assets

$13,986

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue81st percentileNet Margin77th percentile

Revenue

$58,897

No earlier filing loaded for comparison.

Expenses

$44,911

No earlier filing loaded for comparison.

Net Income

$13,986

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2025: $18,986Liabilities 2025: $5,000Net Assets 2025: $13,9862025

Highlighted filing

2025

Assets$18,986
Liabilities$5,000
Net Assets$13,986
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2025: $58,897Expenses 2025: $44,911Net Income 2025: $13,9862025

Highlighted filing

2025

Revenue$58,897
Expenses$44,911
Net Income$13,986
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,986
Liabilities
$5,000
Net assets
$13,986
Revenue
$58,897
Expenses
$44,911
Net income
$13,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.0$5.00$14.0$58.9$44.9$14.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 2, 2024 to Jun 30, 2025
Signed
Jul 15, 2025
Return Version
2024v5.2
Gross Receipts
$60,761
Mission and Program Overview

Mission

To facilitate an annual festival about marine science

Program Services

DescriptionGrantsExpenses
ANNUAL FESTIVAL: THIS IS OUR ONLY PROGRAM. WE ESTIMATE THAT 5000 PEOPLE ATTENDED OUR 2-DAY FREE EVENT HOSTED AT THE OLD FISHERMAN'S WHARF IN MONTEREY, CA. OUR FESTIVAL INCLUDED EXHIBITORS, MUSICIANS, AND SPEAKERS.-$34,950
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ALICE CERRITO FETTISChairmanPT$0--
ANTOINETTE SAYLORPresident & EdPT$0--
JENNIFER PETROVICHTreasurer & SecPT$0--
PETER ADAMEDirector-$0--
JOHN RYANDirector-$0--
DAN ALBERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whalefest Monterey
EIN
35-2863458
Phone
6262018388
Address
PO BOX 903, MONTEREY, CA 93942

Signing Officer

Name
Jennifer Petrovich
Title
Treasurer & SEC
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Daniel B Blomberg Inc
Address
216 N Glendora Ave Suite 203B, Glendora, CA 91741
Preparer
Daniel B Blomberg
Phone
6266104350
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $782”

Other Expenses.1

“Miscellaneous event costs $6224”

Other Expenses.2

“MEDIA $6096”

Other Expenses.3

“AUDIO/ SOUND $5230”

Other Expenses.5

“FEES AND SUPPLIES $2312”

Other Expenses.6

“PERMITS $1449”

Other Assets.1

“INVENTORY - Beginning $0 INVENTORY - Ending $1033”

Other Assets.2

“PREPAID EXPENSES - Beginning $0 PREPAID EXPENSES - Ending $250”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $5000”

Raw XML Appendix163 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990EZ/PrintingPublicationsPostageAmt04314
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034950
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS EVENT COSTS $6224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEDIA $6096
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/ReturnTs02025-07-16T13:18:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-02
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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