Civic Intelligence

Festival of Whales Foundation

EIN 46-5205128 • 501(c)3 • Dana Point, CA

Profile

To promote charitable assistance to other charitable organizations, and promote the education, community participation , and economic growth of the surrounding community through the organization and presentation of the annual festival of the whales held at oc dana point harbor, california, and to carry on other charitable and educational activities associated with this goal as allowed by law.

34675 Golden LanternDana Point, CA 92629

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

82nd percentile

34%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$100,537

Up $25,278 (+34%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$100,537

Up $25,278 (+34%) from 2024

Revenue

Down

$71,832

Down $14,627 (-17%) from 2024

Expenses

Down

$46,554

Down $2,393 (-4.9%) from 2024

Net Income

Down

$25,278

Down $12,234 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $30,831Liabilities 2015: $02015Assets 2016: $26,573Net Assets 2016: $26,5732016Assets 2017: $36,964Net Assets 2017: $36,9642017Assets 2018: $54,016Net Assets 2018: $54,0162018Assets 2019: $69,699Net Assets 2019: $69,6992019Assets 2020: $56,570Net Assets 2020: $56,5702020Assets 2021: $53,536Net Assets 2021: $53,5362021Assets 2022: $48,080Net Assets 2022: $48,0802022Assets 2023: $37,747Net Assets 2023: $37,7472023Assets 2024: $75,259Net Assets 2024: $75,2592024Assets 2025: $100,537Net Assets 2025: $100,5372025

Highlighted filing

2025

Assets$100,537
Liabilities-
Net Assets$100,537

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $135,435Expenses 2015: $104,604Net Income 2015: $30,8312015Revenue 2016: $80,842Expenses 2016: $84,550Net Income 2016: -$3,7082016Revenue 2017: $96,103Expenses 2017: $85,712Net Income 2017: $10,3912017Revenue 2018: $98,946Expenses 2018: $81,894Net Income 2018: $17,0522018Revenue 2019: $129,512Expenses 2019: $113,829Net Income 2019: $15,6832019Revenue 2020: $75,881Expenses 2020: $89,010Net Income 2020: -$13,1292020Revenue 2021: $25,057Expenses 2021: $28,091Net Income 2021: -$3,0342021Revenue 2022: $35,413Expenses 2022: $40,869Net Income 2022: -$5,4562022Revenue 2023: $34,673Expenses 2023: $45,006Net Income 2023: -$10,3332023Revenue 2024: $86,459Expenses 2024: $48,947Net Income 2024: $37,5122024Revenue 2025: $71,832Expenses 2025: $46,554Net Income 2025: $25,2782025

Highlighted filing

2025

Revenue$71,832
Expenses$46,554
Net Income$25,278

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$86,670
Mission and Program Overview

Mission

To promote charitable assistance to other charitable organizations, and promote the education, community participation , and economic growth of the surrounding community through the organization and presentation of the annual festival of the whales held at oc dana point harbor, california, and to carry on other charitable and educational activities associated with this goal as allowed by law.

Program Services

DescriptionGrantsExpenses
The Festival of Whales Foundation was created to inform, inspire and impact residents of Dana Point and visitors from around the world to the annual Festival of Whales event about the importance of ocean life protection and preservation. The annual migration of the California Gray Whale provides the perfect opportunity to share this critical message about protection and preservation and also educate the public on water quality issues that impact the receiving waters of the Pacific Ocean. The Foundation brings together the greater community of Dana Point as well as community members and non-profits from around Southern California to focus on these issues and bring greater awareness to the need to partner to bring about a difference in attitude and action. By promoting individual, civic and corporate responsibility for keeping our oceans clean within a fun, festival atmosphere, we are confident that we will make a difference and spread this important message far beyond our own community. The annual attendance varies between 3,000-5,000 people. As part of our fundraising activities, the Festival of Whales Foundation reaches out to variety of sponsors via a well-designed and user-friendly website, a robust social media campaign, a targeted print advertising campaign, as well as one-on-one meetings with important community decision makers and corporate leaders. These fundraising activities allow the Foundation to produce an event that accomplishes its goals as an organization and raises funds to assist other non-profits in accomplishing their unique goals which ultimately benefit the entire community. We do not provide Grants.-$42,615
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA KALEZPresident/TreasPT$0--
JIM MILLERSecretary-$0--
JIM HOLDENDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
T-shirt Sales$28,918$28,918$14,838$14,080
Total Events$28,918$28,918$14,838$14,080
Filing and Contact Details

Filer

Filer Name
Festival of Whales Foundation
EIN
46-5205128
Phone
8884404309
Address
34675 GOLDEN LANTERN, DANA POINT, CA 92629

Signing Officer

Name
Donna Kalez
Title
President
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Accudata & Co
Address
301 FOREST AVE, LAGUNA BEACH, CA 92651
Preparer
Gregory M Ward CPA
Phone
9494973371
Supplemental Narrative

Additional Explanations

Other Revenue.1

EVENT INCOME $9404

Other Expenses.1001

Advertising and Promotion $8591

Other Expenses.1002

Office Expenses $843

Other Expenses.1012

Insurance $1241

Other Expenses.1

MARKETING $25822

Other Expenses.2

EVENTS $4079

Other Expenses.3

STORAGE $2606

Other Expenses.4

Sales tax collected $1517

Form 990-EZ, Part I, Line 10, Grant Supplemental Details

Dana point surf club33333 s pacific coast hwydana point, ca 92629unrelatedsupportcash$500juaneno band mission indians31411 la matanza stsan juan capistrano, ca 92675unrelatedsupportcash$500pacific marine mammal center20612 laguna canyon roadlaguna beach, ca 92651unrelatedsupportcash$800

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DANA POINT SURF CLUB33333 S PACIFIC COAST HWYDANA POINT, CA 92629UNRELATEDSUPPORTCASH$500JUANENO BAND MISSION INDIANS31411 LA MATANZA STSAN JUAN CAPISTRANO, CA 92675UNRELATEDSUPPORTCASH$500PACIFIC MARINE MAMMAL CENTER20612 LAGUNA CANYON ROADLAGUNA BEACH, CA 92651UNRELATEDSUPPORTCASH$800
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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