Civic Intelligence

Center for Whale Research

990 • Fiscal year 2019 • EIN 91-1334319

Oct 01, 2018 to Sep 30, 2019 • Filed on Apr 23, 2020

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

25th percentile

-6.0%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-9.8%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,164,578

Down $52,504 (-4.3%) from 2018

Net Assets

Down

$1,164,135

Down $48,027 (-4.0%) from 2018

Liabilities

Down

$443

Down $4,477 (-91%) from 2018

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin25th percentile

Revenue

Down

$781,120

Down $84,780 (-9.8%) from 2018

Expenses

Up

$828,345

Up $173,197 (+26%) from 2018

Net Income

Down

-$47,225

Down $257,977 (-122%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2019

Assets$1,164,578
Liabilities$443
Net Assets$1,164,135
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$781,120
Expenses$828,345
Net Income-$47,225
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Apr 23, 2020
Return Version
2018v3.2
Gross Receipts
$781,120
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$1,212,162$1,164,135▼ $48,027
Land, Buildings, and Equipment, Net$316,093$844,864▲ $528,771
Cash and Non-Interest-Bearing Accounts$891,213$309,938▼ $581,275
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$1,217,082$1,164,578▼ $52,504
Liabilities
Other Liabilities$4,920$443▼ $4,477
Total Liabilities$4,920$443▼ $4,477
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,212,162$1,164,135▼ $48,027
Total Liabilities and Net Assets / Fund Balance$1,217,082$1,164,578▼ $52,504

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$743,978$410,898$1,154,876
Land$98,942-$98,942
Equipment$1,944$33,279$35,223
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$741,339
Program Service Revenue
$39,311
Investment Income
$470
Other Revenue
$0
All Other Contributions
$332,041
Change in Net Assets
$-47,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$625,221
Salaries, Compensation, and Employee Benefits$203,124
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$203,124--$203,124
All Other Expenses$121,295--$121,295
Occupancy$94,898--$94,898
Other Expenses$39,000--$39,000
Depreciation Depletion$29,136--$29,136
Travel$26,451--$26,451
Advertising$15,762--$15,762
Insurance$5,396--$5,396
Conferences and Meetings$4,669--$4,669
Fees for Services Accounting$1,209$1,210-$2,419
Total Functional Expenses$827,135$1,210$0$828,345
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
Credit Card$443
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
2020-04-23

Organization Details

Principal Officer
Kenneth C Balcomb Ii
Formed
1986
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
4
Employees
2

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

“Supplies 25,951 0 0 tribal engagement 21,995 0 0 moorage 13,498 0 0 utilities 9,634 0 0 membership incentives 9,394 0 0 telephone 6,621 0 0 credit card fees 6,603 0 0 dues and subscriptions 5,348 0 0 printing & reproduction 5,160 0 0 vessel maintenance 4,539 0 0 repairs 4,102 0 0 taxes 2,003 0 0 licensing & permits 1,807 0 0 fleet radio fees 1,432 0 0 movie night expenses 1,223 0 0 assets <2,500 703 0 0 postage 462 0 0 other admin expenses 422 0 0 equipment rental 349 0 0 bank service charges 51 0 0 rounding -2 0 0 total 121,295 0 0”

Form 990, Part XI, Line 9

“Reconciling differences -802”

Raw XML Appendix361 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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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01154876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0443
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0844864
IRS990ScheduleD/TotalLiabilityAmt0443
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/ExplanationTxt4SUPPLIES 25,951 0 0 TRIBAL ENGAGEMENT 21,995 0 0 MOORAGE 13,498 0 0 UTILITIES 9,634 0 0 MEMBERSHIP INCENTIVES 9,394 0 0 TELEPHONE 6,621 0 0 CREDIT CARD FEES 6,603 0 0 DUES AND SUBSCRIPTIONS 5,348 0 0 PRINTING & REPRODUCTION 5,160 0 0 VESSEL MAINTENANCE 4,539 0 0 REPAIRS 4,102 0 0 TAXES 2,003 0 0 LICENSING & PERMITS 1,807 0 0 FLEET RADIO FEES 1,432 0 0 MOVIE NIGHT EXPENSES 1,223 0 0 ASSETS <2,500 703 0 0 POSTAGE 462 0 0 OTHER ADMIN EXPENSES 422 0 0 EQUIPMENT RENTAL 349 0 0 BANK SERVICE CHARGES 51 0 0 ROUNDING -2 0 0 TOTAL 121,295 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECONCILING DIFFERENCES -802
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01217082
IRS990/TotalAssetsEOYAmt01164578
IRS990/TotalAssetsGrp/BOYAmt01217082
IRS990/TotalAssetsGrp/EOYAmt01164578
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0741339
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01210
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0827135
IRS990/TotalFunctionalExpensesGrp/TotalAmt0828345
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04920
IRS990/TotalLiabilitiesEOYAmt0443
IRS990/TotalLiabilitiesGrp/BOYAmt04920
IRS990/TotalLiabilitiesGrp/EOYAmt0443
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01212162
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01164135
IRS990/TotalProgramServiceExpensesAmt0827135
IRS990/TotalProgramServiceRevenueAmt039311
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039781
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0781120
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01217082
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01164578
IRS990/TravelGrp/ProgramServicesAmt026451
IRS990/TravelGrp/TotalAmt026451
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WHALERESEARCH.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH C BALCOMB II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03603785835
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-23
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/AtSubmissionFilingDeviceId02A1A627E4F899B686BB1402F5525A5EB062C5104
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:12:49
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/PreparationDt02020-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MILES
ReturnHeader/ReturnTs02020-04-27T15:12:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,164,578
Liabilities
$443
Net assets
$1,164,135
Revenue
$781,120
Expenses
$828,345
Net income
-$47,225
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
2019Detailed filing. Detailed filing data is available for this year.$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