Civic Intelligence

Whale Foundation Inc

990 • Fiscal year 2023 • EIN 86-0941775

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 27, 2024

PO Box 855 STE 86002Flagstaff, AZ 86002

(928) 440-4524

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

62nd percentile

9.4%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

34%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$533,399

Up $45,613 (+9.4%) from 2022

Net Assets

Up

$533,002

Up $53,572 (+11%) from 2022

Liabilities

Down

$397

Down $7,959 (-95%) from 2022

Revenue

Up

$196,201

Up $50,294 (+34%) from 2022

Expenses

Down

$142,629

Down $17,777 (-11%) from 2022

Net Income

Up

$53,572

Up $68,071 (+469%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$533,399
Liabilities$397
Net Assets$533,002

Operations Trend

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

2023

Revenue$196,201
Expenses$142,629
Net Income$53,572
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 27, 2024
Return Version
2023v5.1
Gross Receipts
$202,557
Mission and Program Overview

Mission

Behavioral and physical health referral

The Whale Foundation was created in honor of Curtis Whale Hansen to provide confidential access to mental and physical health care professionals and a network of support services designed to restore, promote, and celebrate the well-being of the Grand Canyon river guides.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$479,430$533,002▲ $53,572
Investments in Publicly Traded Securities$291,968$358,221▲ $66,253
Savings and Temporary Cash Investments$38,384$88,391▲ $50,007
Cash and Non-Interest-Bearing Accounts$155,393$86,692▼ $68,701
Inventories for Sale or Use$1,300--
Prepaid Expenses and Deferred Charges$741--
Land, Buildings, and Equipment, Net-$95-
Total Assets$487,786$533,399▲ $45,613
Liabilities
Accounts Payable and Accrued Expenses$8,356--
Other Liabilities-$397-
Total Liabilities$8,356$397▼ $7,959
Net Assets / Fund Balance
Total Net Assets Fund Balance$479,430$533,002▲ $53,572
Total Liabilities and Net Assets / Fund Balance$487,786$533,399▲ $45,613

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$95-$95
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melissa McmasterPresident
Adam StalveyVice President
Aimee BackusDirector
Delaney CookDirector
Jason PeakDirector
Kate StanleyDirector
Rachel UngerDirector
Sara LarsenDirector
Steve KenneyDirector
West HowlandDirector
Lindsay WinterSecTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$137,726
Program Service Revenue
$0
Investment Income
$56,385
Other Revenue
$2,090
All Other Contributions
$63,743
Change in Net Assets
$53,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,430
Salaries, Compensation, and Employee Benefits$23,437
Total Fundraising Expense$12,398
Professional Fundraising Fees$6,762
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$66,223--$66,223
Other Salaries and Wages$23,437--$23,437
Other Expenses$13,652--$13,652
Fees for Services Other$6,762--$6,762
Fees for Services Professional Fundraising--$6,762$6,762
Occupancy$6,393--$6,393
Conferences and Meetings--$5,636$5,636
Information Technology$5,280--$5,280
Office Expenses$2,371--$2,371
Fees for Services Accounting$1,179--$1,179
Insurance$264--$264
Travel$250--$250
Total Functional Expenses$130,231$0$12,398$142,629
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,762
Gaming Direct Expenses$6,356

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WingDing$22,183$22,183-$22,183
Sponsorships$16,500$16,500-$16,500
Total Events$38,683$38,683-$38,683
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$397
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

After the Form 990 is drafted and reviewed by the organizations outside accountant, then reviewed by the Executive Director (responsible for the bookkeeping) in detail along with the detailed workpapers. It is then sent to the entire Board of Directors for their review before being finalized and e-filed.

Conflict of interest policy compliance Part VI line 12C

The organization has a written Conflict of Interest policy. It is reviewed and signed annually by members of the Board, as well as new board members if installed mid-year. Any potential conflicts of interested are documented. If board members have a conflict, they are excused from voting on any related matter.

Other officer or key employee compensation Part VI line 15B

The compensation of the organizations sole employee, the Executive Director, is reviewed and voted upon annually by the Board of Directors at the time of the annual budget approval, along with comparisons to compensation levels at organizations of a similar size. Board members serve without compensation, as volunteers.

Governing documents etc available to public Part VI line 19

The organizations governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Part VII response or note to any other line in Part VII

PROGRAM ACCOMPLISHMENTS - MENTAL HEALTH SUPPORT: The Whale Foundation offers free, confidential counseling services to individuals in the Grand Canyon river guiding community to address some of the challenges and uncertainties facing many river guides. In recent years, our clients have seen professional counselors for help with: family/interpersonal issues, substance abuse concerns, anxiety and depression, grief or loss, on river and work related issues and transition issues.

Filing and Contact Details

Filer

Filer Name
Whale Foundation Inc
EIN
86-0941775
Address
PO Box 855 STE 86002, Flagstaff, AZ 86002

Signing Officer

Name
Melissa Mcmaster
Title
President
Phone
9287749440
Signed
2024-01-27
Discuss with paid preparer
No

Organization Details

Principal Officer
Melissa Mcmaster
Formed
1996
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
25

Preparer

Firm
Synergy Accounting
Address
709 N Humphreys, Flagstaff, AZ 86001
Preparer
Angela Bobay
Phone
9284404524
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

PROGRAM ACCOMPLISHMENTS - MEDICAL/PHYSICAL HEALTH SUPPORT: The Whale Foundation offers an annual health fair with physical health screenings, in addition to health insurance stipends for individuals. The annual Health Fair is held each year at the Guide Training Seminar in Marble Canyon and is free to the guiding community, open to all who attend the GTS. Grand Canyon River Guides hosts the GTS the last weekend of March, and a full cadre of health professionals participate in a number of health screenings. PROGRAM ACCOMPLISHMENTS - EDUCATIONAL SUPPORT: Since 2004, the Whale Foundation has offered annual educational scholarships, named in honor of iconic river guide Kenton Grua, to Grand Canyon river guides seeking to further their education outside of the field of guiding, whether for a degree, certification or course. In 2023, the organization awarded scholarships of between $1,000 to $2,000 each to eight guides, totaling $12,500. PROGRAM ACCOMPLISHMENTS - OUTREACH/OTHER PROGRAMS: The organization continued to maintain its website and improve the information available to its constituents. The organization continued its JEDI work, holding another Point Positive workshop for the guiding community in March 2023.

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IRS990/OtherExpensesGrp/Desc2Calendars and Merchandise
IRS990/OtherExpensesGrp/ProgramServicesAmt01350
IRS990/OtherExpensesGrp/ProgramServicesAmt13070
IRS990/OtherExpensesGrp/ProgramServicesAmt213652
IRS990/OtherExpensesGrp/TotalAmt01350
IRS990/OtherExpensesGrp/TotalAmt13070
IRS990/OtherExpensesGrp/TotalAmt213652
IRS990/OtherLiabilitiesGrp/EOYAmt0397
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023437
IRS990/OtherSalariesAndWagesGrp/TotalAmt023437
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt066223
IRS990/PaymentsToAffiliatesGrp/TotalAmt066223
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0741
IRS990/PrincipalOfficerNm0Melissa Mcmaster
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0123307
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019250
IRS990/PYInvestmentIncomeAmt05692
IRS990/PYOtherExpensesAmt0100973
IRS990/PYOtherRevenueAmt0267
IRS990/PYProgramServiceRevenueAmt016641
IRS990/PYRevenuesLessExpensesAmt0-14499
IRS990/PYSalariesCompEmpBnftPaidAmt036304
IRS990/PYTotalExpensesAmt0160406
IRS990/PYTotalProfFndrsngExpnsAmt03879
IRS990/PYTotalRevenueAmt0145907
IRS990/ReconcilationRevenueExpnssAmt053572
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0202557
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0479430
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0533002
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038384
IRS990/SavingsAndTempCashInvstGrp/EOYAmt088391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0103627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0122307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0202460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0625497
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02638
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032090
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036524
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0117984
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02638
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt041040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032090
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036524
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0117984
IRS990ScheduleA/InvestmentIncomeCYPct00.16000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84130
IRS990ScheduleA/PublicSupportPY509Pct00.67580
IRS990ScheduleA/PublicSupportTotal509Amt0625497
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0202460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091297
IRS990ScheduleA/Total509Grp/TotalAmt0625497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0234550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127821
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0743481
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt095
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/TotalBookValueLandBuildingsAmt095
IRS990ScheduleD/TotalLiabilityAmt0397
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WingDing
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Sponsorships
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038683
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038683
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0After the Form 990 is drafted and reviewed by the organizations outside accountant, then reviewed by the Executive Director (responsible for the bookkeeping) in detail along with the detailed workpapers. It is then sent to the entire Board of Directors for their review before being finalized and e-filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has a written Conflict of Interest policy. It is reviewed and signed annually by members of the Board, as well as new board members if installed mid-year. Any potential conflicts of interested are documented. If board members have a conflict, they are excused from voting on any related matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The compensation of the organizations sole employee, the Executive Director, is reviewed and voted upon annually by the Board of Directors at the time of the annual budget approval, along with comparisons to compensation levels at organizations of a similar size. Board members serve without compensation, as volunteers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organizations governing documents, conflict of interest policy and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM ACCOMPLISHMENTS - MEDICAL/PHYSICAL HEALTH SUPPORT: The Whale Foundation offers an annual health fair with physical health screenings, in addition to health insurance stipends for individuals. The annual Health Fair is held each year at the Guide Training Seminar in Marble Canyon and is free to the guiding community, open to all who attend the GTS. Grand Canyon River Guides hosts the GTS the last weekend of March, and a full cadre of health professionals participate in a number of health screenings. PROGRAM ACCOMPLISHMENTS - EDUCATIONAL SUPPORT: Since 2004, the Whale Foundation has offered annual educational scholarships, named in honor of iconic river guide Kenton Grua, to Grand Canyon river guides seeking to further their education outside of the field of guiding, whether for a degree, certification or course. In 2023, the organization awarded scholarships of between $1,000 to $2,000 each to eight guides, totaling $12,500. PROGRAM ACCOMPLISHMENTS - OUTREACH/OTHER PROGRAMS: The organization continued to maintain its website and improve the information available to its constituents. The organization continued its JEDI work, holding another Point Positive workshop for the guiding community in March 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM ACCOMPLISHMENTS - MENTAL HEALTH SUPPORT: The Whale Foundation offers free, confidential counseling services to individuals in the Grand Canyon river guiding community to address some of the challenges and uncertainties facing many river guides. In recent years, our clients have seen professional counselors for help with: family/interpersonal issues, substance abuse concerns, anxiety and depression, grief or loss, on river and work related issues and transition issues.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VII response or note to any other line in Part VII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0487786
IRS990/TotalAssetsEOYAmt0533399
IRS990/TotalAssetsGrp/BOYAmt0487786
IRS990/TotalAssetsGrp/EOYAmt0533399
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0137726
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012398
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130231
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142629
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08356
IRS990/TotalLiabilitiesEOYAmt0397
IRS990/TotalLiabilitiesGrp/BOYAmt08356
IRS990/TotalLiabilitiesGrp/EOYAmt0397
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0479430
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0533002
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0130231
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt058475
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0196201
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0487786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0533399
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0250
IRS990/TravelGrp/TotalAmt0250
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0whalefoundation.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Mcmaster

Document Assets

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Filings

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
2023Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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