Civic Intelligence

Center for Whale Research

990 • Fiscal year 2016 • EIN 91-1334319

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 28, 2017

Organization ProfileWHALERESEARCH.COM
355 Smugglers Cove RdFriday Harbor, WA 98250

(360) 378-5835

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-0.9%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$855,471

Up $43,487 (+5.4%) from 2015

Net Assets

Up

$855,212

Up $43,228 (+5.3%) from 2015

Liabilities

Up

$259

Up $259 from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin66th percentile

Revenue

Down

$429,231

Down $3,768 (-0.9%) from 2015

Expenses

Up

$386,003

Up $81,640 (+27%) from 2015

Net Income

Down

$43,228

Down $85,408 (-66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $553,488Liabilities 2011: $0Net Assets 2011: $553,4882011Assets 2012: $580,986Liabilities 2012: $0Net Assets 2012: $580,9862012Assets 2013: $638,346Liabilities 2013: $0Net Assets 2013: $638,3462013Assets 2014: $694,052Liabilities 2014: $10,704Net Assets 2014: $683,3482014Assets 2015: $811,984Liabilities 2015: $0Net Assets 2015: $811,9842015Assets 2016: $855,471Liabilities 2016: $259Net Assets 2016: $855,2122016Assets 2017: $1,001,235Liabilities 2017: $0Net Assets 2017: $1,001,2352017Assets 2018: $1,217,082Liabilities 2018: $4,920Net Assets 2018: $1,212,1622018Assets 2019: $1,164,578Liabilities 2019: $443Net Assets 2019: $1,164,1352019Assets 2020: $1,291,983Liabilities 2020: -$843Net Assets 2020: $1,292,8262020Assets 2021: $2,032,976Liabilities 2021: $1,209Net Assets 2021: $2,031,7672021Assets 2022: $2,528,855Liabilities 2022: -$585Net Assets 2022: $2,529,4402022Assets 2023: $2,848,179Liabilities 2023: $13,895Net Assets 2023: $2,834,2842023Assets 2024: $3,104,737Liabilities 2024: $28,525Net Assets 2024: $3,076,2122024

Highlighted filing

2016

Assets$855,471
Liabilities$259
Net Assets$855,212
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $387,4402011Expenses 2012: $303,2302012Revenue 2013: $428,438Expenses 2013: $362,700Net Income 2013: $65,7382013Revenue 2014: $355,685Expenses 2014: $310,683Net Income 2014: $45,0022014Revenue 2015: $432,999Expenses 2015: $304,363Net Income 2015: $128,6362015Revenue 2016: $429,231Expenses 2016: $386,003Net Income 2016: $43,2282016Revenue 2017: $556,669Expenses 2017: $375,738Net Income 2017: $180,9312017Revenue 2018: $865,900Expenses 2018: $655,148Net Income 2018: $210,7522018Revenue 2019: $781,120Expenses 2019: $828,345Net Income 2019: -$47,2252019Revenue 2020: $690,661Expenses 2020: $561,970Net Income 2020: $128,6912020Revenue 2021: $1,179,270Expenses 2021: $440,329Net Income 2021: $738,9412021Revenue 2022: $953,722Expenses 2022: $456,049Net Income 2022: $497,6732022Revenue 2023: $790,167Expenses 2023: $485,323Net Income 2023: $304,8442023Revenue 2024: $1,082,052Expenses 2024: $841,028Net Income 2024: $241,0242024

Highlighted filing

2016

Revenue$429,231
Expenses$386,003
Net Income$43,228
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$429,231
Mission and Program Overview

Mission

To prepare and publish investigative reports on marine mammals.

To prepare and publish investigative reports on marine mammals .

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$811,984$855,212▲ $43,228
Cash and Non-Interest-Bearing Accounts$411,662$467,720▲ $56,058
Land, Buildings, and Equipment, Net$390,546$377,975▼ $12,571
Investments in Publicly Traded Securities$9,026$9,026→ $0
Inventories for Sale or Use$600$600→ $0
Prepaid Expenses and Deferred Charges$150$150→ $0
Total Assets$811,984$855,471▲ $43,487
Liabilities
Other Liabilities-$259-
Total Liabilities$0$259▲ $259
Net Assets / Fund Balance
Total Net Assets Fund Balance$811,984$855,212▲ $43,228
Total Liabilities and Net Assets / Fund Balance$811,984$855,471▲ $43,487

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$377,975$654,483$1,032,458
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Kenneth C Balcomb IiPresident
April Rodegheir-smitDirector
Nicola BloedelDirector
Rick SmithDirector
Stephen H ClarkDirector
Stephen J BartokDirector
Scott BalcombVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$417,402
Program Service Revenue
$9,670
Investment Income
$2,159
Other Revenue
$0
All Other Contributions
$181,726
Change in Net Assets
$43,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,011
Salaries, Compensation, and Employee Benefits$61,992
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$63,389--$63,389
All Other Expenses$57,772--$57,772
Other Salaries and Wages$57,747--$57,747
Other Expenses$18,852--$18,852
Grants to Domestic Orgs$10,000--$10,000
Travel$8,965--$8,965
Occupancy$6,000--$6,000
Payroll Taxes$4,446--$4,446
Insurance$2,843--$2,843
Fees for Services Accounting$1,353$1,353-$2,706
Fees for Services Other$1,400--$1,400
Conferences and Meetings$650--$650
Advertising$46--$46
Other Employee Benefits$-201--$-201
Total Functional Expenses$384,650$1,353$0$386,003
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mark Malleson---$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$259
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Scott balcomb kenneth balcomb vice-pres president brothers”

Form 990, Page 6, Part VI, Line 11B

“Form 990 prepared by cpa and reviewed by director.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Center for Whale Research
EIN
91-1334319
Phone
3603785835
Address
355 SMUGGLERS COVE RD, FRIDAY HARBOR, WA 98250

Signing Officer

Name
Kenneth C Balcomb Ii
Title
President
Phone
3603785835
Signed
2017-02-28

Organization Details

Principal Officer
Kenneth C Balcomb Ii
Formed
1986
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
5
Employees
1

Preparer

Firm
Lake Kennedy Mcculloch Cpas Ps
Address
425 CAINES ST STE A, FRIDAY HARBOR, WA 98250-0971
Preparer
James Miles
Phone
3603782496
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Study of killer whales and their habitats in the pacific northwest.”

Form 990, Part IX, Line 24E

“Moorage 12,480 0 0 repairs 11,035 0 0 supplies 10,527 0 0 telephone 6,347 0 0 printing & reproduction 5,002 0 0 utilities 3,777 0 0 fuel 2,051 0 0 memberships 1,923 0 0 licensing & permits 1,445 0 0 taxes 1,225 0 0 food costs 947 0 0 postage 707 0 0 bank service charges 302 0 0 rounding 4 0 0”

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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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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0377975
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0654483
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01032458
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0377975
IRS990ScheduleD/TotalLiabilityAmt0259
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARK MALLESON
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDY OF KILLER WHALES AND THEIR HABITATS IN THE PACIFIC NORTHWEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCOTT BALCOMB KENNETH BALCOMB VICE-PRES PRESIDENT BROTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 PREPARED BY CPA AND REVIEWED BY DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MOORAGE 12,480 0 0 REPAIRS 11,035 0 0 SUPPLIES 10,527 0 0 TELEPHONE 6,347 0 0 PRINTING & REPRODUCTION 5,002 0 0 UTILITIES 3,777 0 0 FUEL 2,051 0 0 MEMBERSHIPS 1,923 0 0 LICENSING & PERMITS 1,445 0 0 TAXES 1,225 0 0 FOOD COSTS 947 0 0 POSTAGE 707 0 0 BANK SERVICE CHARGES 302 0 0 ROUNDING 4 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0811984
IRS990/TotalAssetsEOYAmt0855471
IRS990/TotalAssetsGrp/BOYAmt0811984
IRS990/TotalAssetsGrp/EOYAmt0855471
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0417402
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01353
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0384650
IRS990/TotalFunctionalExpensesGrp/TotalAmt0386003
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0259
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0259
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0811984
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0855212
IRS990/TotalOtherProgSrvcExpenseAmt041171
IRS990/TotalProgramServiceExpensesAmt0384650
IRS990/TotalProgramServiceRevenueAmt09670
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011829
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0429231
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0811984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0855471
IRS990/TravelGrp/ProgramServicesAmt08965
IRS990/TravelGrp/TotalAmt08965
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WHALERESEARCH.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH C BALCOMB II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03603785835
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTER FOR WHALE RESEARCH
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0911334319
ReturnHeader/Filer/PhoneNum03603785835
ReturnHeader/Filer/USAddress/AddressLine1Txt0355 SMUGGLERS COVE RD
ReturnHeader/Filer/USAddress/CityNm0FRIDAY HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098250
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911433436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAKE KENNEDY MCCULLOCH CPAS PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 CAINES ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRIDAY HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982500971
ReturnHeader/PreparerPersonGrp/PhoneNum03603782496
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MILES
ReturnHeader/ReturnTs02017-02-09T19:06:50-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$855,471
Liabilities
$259
Net assets
$855,212
Revenue
$429,231
Expenses
$386,003
Net income
$43,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.03$3.08$1.08$0.84$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.01$2.83$0.79$0.49$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.95$0.46$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$1.18$0.44$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.69$0.56$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.78$0.83$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.21$0.87$0.66$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.56$0.38$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.43$0.39$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.43$0.30$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.36$0.31$0.05
2013Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.43$0.36$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.39