Whale Beach Foundation

990PF • Fiscal year 2020 • EIN 77-0386216

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization Profile

2370 W Hwy 89A Suite 11 Box 211Sedona, AZ 86336

(602) 524-8556

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-9644%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-31%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

-89%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,082,292

Down $481,994 (-31%) from 2019

Net Assets

Down

$1,082,292

Down $481,994 (-31%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin1st percentile

Revenue

Down

$5,048

Down $40,101 (-89%) from 2019

Expenses

Down

$491,899

Down $114,106 (-19%) from 2019

Net Income

-$486,851

Up $74,005 (+13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$1,082,292

Liabilities$0

Net Assets$1,082,292

Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$5,048

Expenses$491,899

Net Income-$486,851

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Apr 21, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
REX LICKLIDER	President	-	$0	-	-
JOHN KALINICH	Secretary/CFO	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Whale Beach Foundation
EIN: 77-0386216
Phone: 6025248556
Address: 2370 W HWY 89A SUITE 11 BOX 211, SEDONA, AZ 86336

Signing Officer

Name: John Kalinich
Title: CFO
Signed: 2021-04-21
Discuss with paid preparer: Yes

Preparer

Firm: Nordstrom & Associates Pc
Address: 150 W DALE AVE STE 2, Flagstaff, AZ 86001
Preparer: Tim D Hansen
Phone: 9287745086

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LOS OLIVOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	GOLETA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	PEBBLE BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	10	SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	11	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	12	Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	10	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	11	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	12	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	93108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	93441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	93117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	93014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	93013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	93013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	93013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	93013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	93953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	93101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	10	93102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	11	90045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	12	93101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	490000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	504489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	473317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	556257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	297785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	340859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	340859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2321848
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	490000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	504489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	473317
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	556257
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	297785
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	490000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	490000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2662707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2172707
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	TAXES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	548
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	351
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN KALINICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WHALE BEACH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Formerly Edgecliff Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	WHAL
ReturnHeader/Filer/EIN	0	770386216
ReturnHeader/Filer/PhoneNum	0	6025248556
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2370 W HWY 89A SUITE 11 BOX 211
ReturnHeader/Filer/USAddress/CityNm	0	SEDONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AZ
ReturnHeader/Filer/USAddress/ZIPCd	0	86336
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	860898871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NORDSTROM & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	150 W DALE AVE STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Flagstaff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	86001
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9287745086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Tim D Hansen
ReturnHeader/ReturnTs	0	2021-04-21T13:43:22-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	KALINICH
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,082,292
Liabilities: $0
Net assets: $1,082,292
Revenue: $5,048
Expenses: $491,899
Net income: -$486,851

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.00	$0.02	$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.02	$0.00	$0.02	$0.01	$0.13	$0.13
2022Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$0.00	$0.43	$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.58	$0.00	$0.58	$0.00	$0.51	$0.51
2020Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.01	$0.49	$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.56	$0.00	$1.56	$0.05	$0.61	$0.56
2018Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13	$1.44	$0.56	$0.88
2017Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24	$0.00	$0.65	$0.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.89	$0.00	$1.89	$0.00	$0.41	$0.40
2015Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.00	$0.47	$0.47
2014Detailed filing. Detailed filing data is available for this year.	$2.75	$0.00	$2.75	$0.00	$0.59	$0.58
2013Detailed filing. Detailed filing data is available for this year.	$3.34	$0.00	$3.34	$0.00	$1.17	$1.17
2012Detailed filing. Detailed filing data is available for this year.	$4.50	$0.00	$4.50		$0.85
2011Summary only. Only limited summary data is available for this year.	$5.36	$0.00		$0.00	$0.99	$0.99