Civic Intelligence

Whale Foundation Inc

990EZ • Fiscal year 2016 • EIN 86-0941775

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileWWW.WHALEFOUNDATION.ORG
PO Box 855Flagstaff, AZ 86002-0855

(928) 774-9440

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.0%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$220,044

Down $16,995 (-7.2%) from 2015

Net Assets

Down

$220,044

Down $14,977 (-6.4%) from 2015

Liabilities

Down

$0

Down $2,018 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Up

$61,880

Up $7 (+0.0%) from 2015

Expenses

Down

$76,857

Down $2,120 (-2.7%) from 2015

Net Income

Up

-$14,977

Up $2,127 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $143,305Net Assets 2010: $143,3052010Assets 2011: $142,223Liabilities 2011: $0Net Assets 2011: $142,2232011Assets 2012: $194,623Liabilities 2012: $1,276Net Assets 2012: $193,3472012Assets 2013: $257,522Liabilities 2013: $1,173Net Assets 2013: $256,3492013Assets 2014: $253,817Liabilities 2014: $1,692Net Assets 2014: $252,1252014Assets 2015: $237,039Liabilities 2015: $2,018Net Assets 2015: $235,0212015Assets 2016: $220,044Liabilities 2016: $0Net Assets 2016: $220,0442016Assets 2017: $259,325Liabilities 2017: $7,153Net Assets 2017: $252,1722017Assets 2018: $305,829Liabilities 2018: $2,4682018Assets 2019: $344,241Liabilities 2019: $2,590Net Assets 2019: $341,6512019Assets 2020: $428,550Liabilities 2020: $1,941Net Assets 2020: $426,6092020Assets 2021: $507,052Liabilities 2021: $13,124Net Assets 2021: $493,9282021Assets 2022: $487,786Liabilities 2022: $8,356Net Assets 2022: $479,4302022Assets 2023: $533,399Liabilities 2023: $397Net Assets 2023: $533,0022023Assets 2024: $699,290Liabilities 2024: $397Net Assets 2024: $698,8932024

Highlighted filing

2016

Assets$220,044
Liabilities$0
Net Assets$220,044
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $55,278Expenses 2010: $57,626Net Income 2010: -$2,3482010Revenue 2011: $55,430Expenses 2011: $56,512Net Income 2011: -$1,0822011Revenue 2012: $106,348Expenses 2012: $55,224Net Income 2012: $51,1242012Revenue 2013: $117,364Expenses 2013: $54,362Net Income 2013: $63,0022013Revenue 2014: $70,840Expenses 2014: $75,064Net Income 2014: -$4,2242014Revenue 2015: $61,873Expenses 2015: $78,977Net Income 2015: -$17,1042015Revenue 2016: $61,880Expenses 2016: $76,857Net Income 2016: -$14,9772016Revenue 2017: $121,902Expenses 2017: $90,861Net Income 2017: $31,0412017Revenue 2018: $164,002Expenses 2018: $112,813Net Income 2018: $51,1892018Revenue 2019: $147,060Expenses 2019: $108,770Net Income 2019: $38,2902019Revenue 2020: $259,559Expenses 2020: $174,605Net Income 2020: $84,9542020Revenue 2021: $168,260Expenses 2021: $100,941Net Income 2021: $67,3192021Revenue 2022: $145,907Expenses 2022: $160,406Net Income 2022: -$14,4992022Revenue 2023: $196,201Expenses 2023: $142,629Net Income 2023: $53,5722023Revenue 2024: $382,761Expenses 2024: $223,039Net Income 2024: $159,7222024

Highlighted filing

2016

Revenue$61,880
Expenses$76,857
Net Income-$14,977
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$74,920
Mission and Program Overview

Mission

Behavioral and physical health referral

Program Services

DescriptionGrantsExpenses
32 PROFESSIONALS PROVIDED HEALTH & WELLNESS SERVICES TO 82 GUIDES WITH COUNSELING AND HEALTH FAIR SCREENINGS PUBLISHED 4 ARTICLES & POSTED RELEVANT WEB UPDATES-$51,080
EDUCATIONAL SCHOLARSHIPS WERE AWARDED TO 3 RIVER GUIDES HEALTH INSURANCE ASSISTANCE STIPENDS WERE AWARDED TO 21 PERSONS$15,100-
IN ADDITION TO LINE 28 & LINE 29 EXPENSES THE ORGANIZATION RECEIVED 56800 IN DONATED PROFESSIONAL HEALTHCARE SERVICES--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRONZE BLACKPresident-$0--
DAVID EDWARDSDirector-$0--
CAMERON STAVELEYDirector-$0--
SCOTT DAVISDirector-$0--
LAURA CHAMBERLINDirector-$0--
GIBNEY SIEMIONVice President-$0--
BERT JONESSecretary-$0--
MICHAEL COLLIERDirector-$0--
DORRIE HAYMONDirector-$0--
NICOLE CARSON DEGOMEZDirector-$0--
AMY PRINCEDirector-$0--
CONNIE TIBBITTSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wing Ding$28,009$17,884$3,738$14,146
Total Events$28,009$17,884$8,657$9,227
Filing and Contact Details

Filer

Filer Name
Whale Foundation Inc
EIN
86-0941775
Address
PO BOX 855, FLAGSTAFF, AZ 86002-0855

Signing Officer

Name
Michael Collier
Title
Director
Phone
9287749440
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Roberta Motter CPA PLLC
Address
119 E Terrace Ave Suite D, Flagstaff, AZ 86001
Preparer
Roberta Motter CPA
Phone
9287748078
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountINVESTMENT GAIN 267”

List of grants and similar amounts paid Part I line 10

“Activity ACADEMIC SCHOLARSHIPS (3) Grantee KIMBALL, DALE, HARMON Relationship NONE Amount 6,000Activity HEALTH INSURANCE ASSISTANCE Grantee 21 INDIVIDUALS Relationship NONE Amount 9,100”

Description of other expenses Part I line 16

“Description AmountBANK SERVICE CHARGE 832TRAVEL 606LIABILITY INSURANCE 856OFFICE SUPPLIES 415TRAINING, MEETINGS 382PROGRAM EXPENSE: COUNSELING 17,630PROGRAM EXPENSE: HEALTH FAIR 2,499GIFTS 100LICENSE 10”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPAYROLL LIABILITIES 2,018 0”

Raw XML Appendix232 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/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt023330
IRS990EZ/OtherRevenueTotalAmt0267
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL SCHOLARSHIPS WERE AWARDED TO 3 RIVER GUIDES HEALTH INSURANCE ASSISTANCE STIPENDS WERE AWARDED TO 21 PERSONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2IN ADDITION TO LINE 28 & LINE 29 EXPENSES THE ORGANIZATION RECEIVED 56800 IN DONATED PROFESSIONAL HEALTHCARE SERVICES
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IRS990EZ/WebsiteAddressTxt0WWW.WHALEFOUNDATION.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountINVESTMENT GAIN 267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity ACADEMIC SCHOLARSHIPS (3) Grantee KIMBALL, DALE, HARMON Relationship NONE Amount 6,000Activity HEALTH INSURANCE ASSISTANCE Grantee 21 INDIVIDUALS Relationship NONE Amount 9,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBANK SERVICE CHARGE 832TRAVEL 606LIABILITY INSURANCE 856OFFICE SUPPLIES 415TRAINING, MEETINGS 382PROGRAM EXPENSE: COUNSELING 17,630PROGRAM EXPENSE: HEALTH FAIR 2,499GIFTS 100LICENSE 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPAYROLL LIABILITIES 2,018 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09287749440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHALE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0860941775
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 855
ReturnHeader/Filer/USAddress/CityNm0FLAGSTAFF
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ReturnHeader/Filer/USAddress/ZIPCd0860020855
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.156.38.130
ReturnHeader/FilingSecurityInformation/IPDt02017-06-16
ReturnHeader/FilingSecurityInformation/IPTm014:23:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264179475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roberta Motter CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 E Terrace Ave Suite D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Flagstaff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd086001
ReturnHeader/PreparerPersonGrp/PhoneNum09287748078
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roberta Motter CPA
ReturnHeader/ReturnTs02017-06-14T17:47:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,044
Liabilities
$0
Net assets
$220,044
Revenue
$61,880
Expenses
$76,857
Net income
-$14,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$3.83$2.23$1.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$1.96$1.43$0.54
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.08$4.79$1.46$1.60$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.13$4.94$1.68$1.01$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.02$4.27$2.60$1.75$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.03$3.42$1.47$1.09$0.38
2018Summary only. Only limited summary data is available for this year.$3.06$0.02$1.64$1.13$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.07$2.52$1.22$0.91$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.62$0.77$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.02$2.35$0.62$0.79$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.02$2.52$0.71$0.75$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.58$0.01$2.56$1.17$0.54$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.01$1.93$1.06$0.55$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.55$0.57$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$1.43$0.55$0.58$0.02