Civic Intelligence

We Help and Love Everyone

990EZ • Fiscal year 2023 • EIN 87-4433243

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 08, 2024

Organization ProfileN/A
5699 West 20th StreetGreeley, CO 80634

(806) 372-9016

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$48,081

No earlier filing loaded for comparison.

Net Assets

$48,081

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

$93,256

No earlier filing loaded for comparison.

Expenses

$47,195

No earlier filing loaded for comparison.

Net Income

$46,061

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2023: $48,081Net Assets 2023: $48,0812023Assets 2024: $571,283Liabilities 2024: $555,682Net Assets 2024: $15,6012024

Highlighted filing

2023

Assets$48,081
Liabilities-
Net Assets$48,081
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2023: $93,256Expenses 2023: $47,195Net Income 2023: $46,0612023Revenue 2024: $635,211Expenses 2024: $667,694Net Income 2024: -$32,4832024

Highlighted filing

2023

Revenue$93,256
Expenses$47,195
Net Income$46,061
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 8, 2024
Return Version
2023v5.0
Gross Receipts
$93,256
Mission and Program Overview

Mission

At whale, we build inclusive communities where families who have children with delays/disabilities thrive through equal opportunities to live, learn & play

Provide respite care to foster families and special needs kids

Program Services

DescriptionGrantsExpenses
PROVIDE RESPITE CARE TO FOSTER FAMILIES AND SPECIAL NEEDS KIDS-$47,195
PROVIDE RESPITE CARE TO FOSTER FAMILIES AND SPECIAL NEEDS KIDS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICK KNAPPDirector-$0--
BRIAN LAWRENCEDirector-$0--
CAMERON LINDERSecretary-$0--
KRISTIN CERIANITreasurer-$0--
JACQUELINE LACY HOYER-HELMSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Whale Inc
EIN
87-4433243
Phone
8063729016
Address
5699 WEST 20TH STREET, GREELEY, CO 80634

Signing Officer

Name
Jacqueline Lacy Hoyer-helms
Title
President
Phone
8063720916
Signed
2024-07-08

Preparer

Firm
Knapp Business Solutions Inc
Address
1001 S HARRISON ST, AMARILLO, TX 79101
Preparer
Nicholas Knapp
Phone
8063729016
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 1,091 1,435 information technology 1,882 insurance 3,626 non-investment depreciation 1,231 total 9,265”

Form 990-ez, Part I, Line 20

“Retained earnings from 2022 2,020”

Form 990-ez, Part II, Line 24

“Storage sheds for equipment 0 1,231 less accumulated depreciation 0 1,231 total 0 0”

Form 990-ez, Part III, Line 31

“Provide respite care to foster families and special needs kids”

Raw XML Appendix126 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JACQUELINE LACY HOYER-HELMS
IRS990EZ/BooksInCareOfDetail/PhoneNum08063729016
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023830 CR 48
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA SALLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080645
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt093256
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt046061
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010169
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048081
IRS990EZ/GrossReceiptsAmt093256
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048081
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048081
IRS990EZ/OccupancyRentUtltsAndMaintAmt0553
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICK KNAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAMERON LINDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTIN CERIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACQUELINE LACY HOYER-HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02020
IRS990EZ/OtherExpensesTotalAmt09265
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE RESPITE CARE TO FOSTER FAMILIES AND SPECIAL NEEDS KIDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE RESPITE CARE TO FOSTER FAMILIES AND SPECIAL NEEDS KIDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE RESPITE CARE TO FOSTER FAMILIES AND SPECIAL NEEDS KIDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047195
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt027208
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047195
IRS990EZ/TotalProgramServiceExpensesAmt047195
IRS990EZ/TotalRevenueAmt093256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093256
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093256
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt093256
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093256
IRS990ScheduleA/Total509Grp/TotalAmt093256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093256
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,091 1,435 INFORMATION TECHNOLOGY 1,882 INSURANCE 3,626 NON-INVESTMENT DEPRECIATION 1,231 TOTAL 9,265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETAINED EARNINGS FROM 2022 2,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE SHEDS FOR EQUIPMENT 0 1,231 LESS ACCUMULATED DEPRECIATION 0 1,231 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE RESPITE CARE TO FOSTER FAMILIES AND SPECIAL NEEDS KIDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE LACY HOYER-HELMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08063720916
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHALE INC
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0874433243
ReturnHeader/Filer/PhoneNum08063729016
ReturnHeader/Filer/USAddress/AddressLine1Txt05699 WEST 20TH STREET
ReturnHeader/Filer/USAddress/CityNm0GREELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264346170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KNAPP BUSINESS SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 S HARRISON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079101
ReturnHeader/PreparerPersonGrp/PhoneNum08063729016
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS KNAPP
ReturnHeader/ReturnTs02024-08-08T15:12:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,081
Liabilities
-
Net assets
$48,081
Revenue
$93,256
Expenses
$47,195
Net income
$46,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$5.56$0.16$6.35$6.68$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.93$0.47$0.46