Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
36th percentile
Faster revenue growth than 36% of similar nonprofits.
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
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DONNA KALEZ | President/Treas | PT | $0 | - | - |
| JIM MILLER | Secretary | - | $0 | - | - |
| JIM HOLDEN | Director | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| T-shirt Sales | $28,918 | $28,918 | $14,838 | $14,080 |
| Total Events | $28,918 | $28,918 | $14,838 | $14,080 |
“EVENT INCOME $9404”
“Advertising and Promotion $8591”
“Office Expenses $843”
“Insurance $1241”
“MARKETING $25822”
“EVENTS $4079”
“STORAGE $2606”
“Sales tax collected $1517”
“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”
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 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DONNA KALEZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8884404309 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 34675 GOLDEN LANTERN |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DANA POINT |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92629 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 75259 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 100537 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 48348 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 25278 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 55 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 75259 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 100537 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 28918 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1800 |
| IRS990EZ/GrossReceiptsAmt | 0 | 86670 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 75259 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 100537 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 75259 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 100537 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 12.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DONNA KALEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JIM MILLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JIM HOLDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President/Treas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 44699 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 9404 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 42615 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 14838 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 14080 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 46554 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42615 |
| IRS990EZ/TotalRevenueAmt | 0 | 71832 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FestivalOfWhales.com |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 48348 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 49582 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 39895 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 29429 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 185754 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 9404 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7182 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3753 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2186 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 22525 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.89180 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.93760 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 185754 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 48348 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 49582 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 39895 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 29429 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 185754 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 208283 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 14838 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | T-SHIRT SALES |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 28918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 28918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 28918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 28918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 14080 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 14838 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 14838 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EVENT INCOME $9404 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Advertising and Promotion $8591 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Office Expenses $843 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $1241 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | MARKETING $25822 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | EVENTS $4079 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | STORAGE $2606 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | SALES TAX COLLECTED $1517 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990-EZ, Part I, Line 10, Grant Supplemental Details |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DONNA KALEZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FESTIVAL OF WHALES FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FEST |
| ReturnHeader/Filer/EIN | 0 | 465205128 |
| ReturnHeader/Filer/PhoneNum | 0 | 8884404309 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 34675 GOLDEN LANTERN |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DANA POINT |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92629 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 474850285 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ACCUDATA & CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 301 FOREST AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAGUNA BEACH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92651 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9494973371 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Gregory M Ward CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-05T16:06:46-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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