Civic Intelligence

Center for Whale Research

990 • Fiscal year 2017 • EIN 91-1334319

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 20, 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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$84,261

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,001,235

Up $145,764 (+17%) from 2016

Net Assets

Up

$1,001,235

Up $146,023 (+17%) from 2016

Liabilities

Down

$0

Down $259 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin85th percentile

Revenue

Up

$556,669

Up $127,438 (+30%) from 2016

Expenses

Down

$375,738

Down $10,265 (-2.7%) from 2016

Net Income

Up

$180,931

Up $137,703 (+319%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$1,001,235
Liabilities$0
Net Assets$1,001,235
Open 2017 Filing

Operations Trend

Revenue Growth79th 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

2017

Revenue$556,669
Expenses$375,738
Net Income$180,931
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 20, 2017
Return Version
2016v3.1
Gross Receipts
$567,140
Mission and Program Overview

Mission

To prepare and publish investigative reports on marine mammals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$855,212$1,001,235▲ $146,023
Cash and Non-Interest-Bearing Accounts$467,720$669,498▲ $201,778
Land, Buildings, and Equipment, Net$377,975$321,961▼ $56,014
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$855,471$1,001,235▲ $145,764
Liabilities
Other Liabilities$259--
Total Liabilities$259$0▼ $259
Net Assets / Fund Balance
Total Net Assets Fund Balance$855,212$1,001,235▲ $146,023
Total Liabilities and Net Assets / Fund Balance$855,471$1,001,235▲ $145,764

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$310,297$363,306$673,603
Equipment$11,664$23,559$35,223
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kenneth C Balcomb IiPresidentFT$84,261$84,261

Board Members and Trustees

NameTitle
April Rodegheir-smitDirector
Nicola BloedelDirector
Rick SmithDirector
Stephen H ClarkDirector
Scott BalcombVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$521,620
Program Service Revenue
$44,778
Investment Income
$-9,729
Other Revenue
$0
All Other Contributions
$268,702
Change in Net Assets
$180,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,260
Salaries, Compensation, and Employee Benefits$15,478
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$63,999--$63,999
Depreciation Depletion$37,030--$37,030
Other Salaries and Wages$14,522--$14,522
Other Expenses$13,986--$13,986
Travel$12,714--$12,714
Occupancy$12,535--$12,535
Insurance$3,666--$3,666
Fees for Services Accounting$1,517$1,518-$3,035
Fees for Services Other$2,540--$2,540
Grants to Domestic Orgs$1,000--$1,000
Payroll Taxes$956--$956
Advertising$534--$534
Conferences and Meetings$334--$334
Total Functional Expenses$374,220$1,518$0$375,738
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
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
2017-12-20

Organization Details

Principal Officer
Kenneth C Balcomb Ii
Formed
1986
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
4
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

“Vessel maintenance 13,094 0 0 vessel charter 12,697 0 0 food costs 9,235 0 0 telephone 5,975 0 0 utilities 5,725 0 0 photo supplies 2,961 0 0 repairs 2,893 0 0 asset purchases < 2,500 1,980 0 0 memberships 1,812 0 0 printing & reproduction 1,677 0 0 dues and subscriptions 1,469 0 0 taxes 1,338 0 0 equipment rental 1,218 0 0 licensing & permits 1,060 0 0 fuel 398 0 0 postage 382 0 0 bank service charges 83 0 0 rounding 2 0 0 total 63,999 0 0”

Form 990, Part XI, Line 9

“Prior period asset adjustment -34,908”

Raw XML Appendix365 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PREPARE AND PUBLISH INVESTIGATIVE REPORTS ON MARINE MAMMALS.
IRS990/AdvertisingGrp/ProgramServicesAmt0534
IRS990/AdvertisingGrp/TotalAmt0534
IRS990/AllOtherContributionsAmt0268702
IRS990/AllOtherExpensesGrp/ProgramServicesAmt063999
IRS990/AllOtherExpensesGrp/TotalAmt063999
IRS990/BooksInCareOfDetail/PersonNm0KENNEDY MCCULLOCH CPAS
IRS990/BooksInCareOfDetail/PhoneNum03603782496
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 CAINES ST SUITE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0FRIDAY HARBOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098250
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0467720
IRS990/CashNonInterestBearingGrp/EOYAmt0669498
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0334
IRS990/ConferencesMeetingsGrp/TotalAmt0334
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0521620
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt0-9729
IRS990/CYOtherExpensesAmt0359260
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt044778
IRS990/CYRevenuesLessExpensesAmt0180931
IRS990/CYSalariesCompEmpBnftPaidAmt015478
IRS990/CYTotalExpensesAmt0375738
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0556669
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt037030
IRS990/DepreciationDepletionGrp/TotalAmt037030
IRS990/Desc0STUDY OF KILLER WHALES AND THEIR HABITATS IN THE PACIFIC NORTHWEST.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0353221
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01518
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01517
IRS990/FeesForServicesAccountingGrp/TotalAmt03035
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02540
IRS990/FeesForServicesOtherGrp/TotalAmt02540
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNETH C BALCOMB II
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT BALCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm2NICOLA BLOEDEL
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN H CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm4RICK SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5APRIL RODEGHEIR-SMIT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt084261
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-9971
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0228091
IRS990/GrantAmt01000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0500
IRS990/GrossReceiptsAmt0567140
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03666
IRS990/InsuranceGrp/TotalAmt03666
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0600
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0600
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0242
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0242
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09026
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09026
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0386865
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0377975
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0321961
IRS990/LandBldgEquipCostOrOtherBssAmt0708826
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt010471
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt024827
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PREPARE AND PUBLISH INVESTIGATIVE REPORTS ON MARINE MAMMALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0855212
IRS990/NetAssetsOrFundBalancesEOYAmt01001235
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-9971
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9971
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt012535
IRS990/OccupancyGrp/TotalAmt012535
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-34908
IRS990/OtherExpensesGrp/Desc0ORCA SURVEY
IRS990/OtherExpensesGrp/Desc1WEBSITE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MOORAGE
IRS990/OtherExpensesGrp/ProgramServicesAmt0147297
IRS990/OtherExpensesGrp/ProgramServicesAmt146125
IRS990/OtherExpensesGrp/ProgramServicesAmt215465
IRS990/OtherExpensesGrp/ProgramServicesAmt313986
IRS990/OtherExpensesGrp/TotalAmt0147297
IRS990/OtherExpensesGrp/TotalAmt146125
IRS990/OtherExpensesGrp/TotalAmt215465
IRS990/OtherExpensesGrp/TotalAmt313986
IRS990/OtherLiabilitiesGrp/BOYAmt0259
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014522
IRS990/OtherSalariesAndWagesGrp/TotalAmt014522
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0956
IRS990/PayrollTaxesGrp/TotalAmt0956
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0150
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0150
IRS990/PrincipalOfficerNm0KENNETH C BALCOMB II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541700
IRS990/ProgramServiceRevenueGrp/BusinessCd1541700
IRS990/ProgramServiceRevenueGrp/BusinessCd2541700
IRS990/ProgramServiceRevenueGrp/BusinessCd3541700
IRS990/ProgramServiceRevenueGrp/Desc0PEW CONTRACT
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOP
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATION SALES
IRS990/ProgramServiceRevenueGrp/Desc3POCKET GUIDES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022974
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21239
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3115
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3115
IRS990/ProgSrvcAccomActyOtherGrp/Desc0STUDY OF KILLER WHALES AND THEIR HABITATS IN THE PACIFIC NORTHWEST.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt020999
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0417402
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt02159
IRS990/PYOtherExpensesAmt0314011
IRS990/PYProgramServiceRevenueAmt09670
IRS990/PYRevenuesLessExpensesAmt043228
IRS990/PYSalariesCompEmpBnftPaidAmt061992
IRS990/PYTotalExpensesAmt0386003
IRS990/PYTotalRevenueAmt0429231
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0180931
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt044778
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0855212
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01001235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0521620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0417402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0422723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01467405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0487
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt045020
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt01467405
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0521620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0417402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0422723
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01467405
IRS990ScheduleA/TotalSupportAmt01467892
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011664
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023559
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035223
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0310297
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0363306
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0673603
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0321961
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/ExplanationTxt4VESSEL MAINTENANCE 13,094 0 0 VESSEL CHARTER 12,697 0 0 FOOD COSTS 9,235 0 0 TELEPHONE 5,975 0 0 UTILITIES 5,725 0 0 PHOTO SUPPLIES 2,961 0 0 REPAIRS 2,893 0 0 ASSET PURCHASES < 2,500 1,980 0 0 MEMBERSHIPS 1,812 0 0 PRINTING & REPRODUCTION 1,677 0 0 DUES AND SUBSCRIPTIONS 1,469 0 0 TAXES 1,338 0 0 EQUIPMENT RENTAL 1,218 0 0 LICENSING & PERMITS 1,060 0 0 FUEL 398 0 0 POSTAGE 382 0 0 BANK SERVICE CHARGES 83 0 0 ROUNDING 2 0 0 TOTAL 63,999 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ASSET ADJUSTMENT -34,908
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0855471
IRS990/TotalAssetsEOYAmt01001235
IRS990/TotalAssetsGrp/BOYAmt0855471
IRS990/TotalAssetsGrp/EOYAmt01001235
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0521620
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01518
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0374220
IRS990/TotalFunctionalExpensesGrp/TotalAmt0375738
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0259
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0259
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0855212
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01001235
IRS990/TotalOtherProgSrvcExpenseAmt020999
IRS990/TotalProgramServiceExpensesAmt0374220
IRS990/TotalProgramServiceRevenueAmt044778
IRS990/TotalReportableCompFromOrgAmt084261
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035049
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0556669
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0855471
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01001235
IRS990/TravelGrp/ProgramServicesAmt012714
IRS990/TravelGrp/TotalAmt012714
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WHALERESEARCH.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH C BALCOMB II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03603785835
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02A1A627E4F899B686BB1402F5525A5EB062C5104
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01358955F6F262AFAD5307B2969065725700636FB
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/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MILES
ReturnHeader/ReturnTs02018-01-29T10:48:44-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,001,235
Liabilities
$0
Net assets
$1,001,235
Revenue
$556,669
Expenses
$375,738
Net income
$180,931
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
2017Detailed filing. Detailed filing data is available for this year.$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