Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
$327,209
No earlier filing loaded for comparison.
Net Assets
$322,695
No earlier filing loaded for comparison.
Liabilities
$4,514
No earlier filing loaded for comparison.
Revenue
$157,561
No earlier filing loaded for comparison.
Expenses
$207,678
No earlier filing loaded for comparison.
Net Income
-$50,117
No earlier filing loaded for comparison.
Whale trust supports and conducts scientific research, marine education, and conservation programs on marine mammals and their environment.
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/ActivitiesNotPreviouslyRpt | 0 | false |
| IRS990EZ/CashSavingsAndInvestments/BOY | 0 | 213714 |
| IRS990EZ/CashSavingsAndInvestments/EOY | 0 | 170382 |
| IRS990EZ/ContributionsGiftsGrantsEtc | 0 | 148324 |
| IRS990EZ/CostOfGoodsSold | 0 | 26440 |
| IRS990EZ/CostOtherBasisAndSalesExpenses | 0 | 0 |
| IRS990EZ/DidOrgFileForm1120POLThisYear | 0 | false |
| IRS990EZ/DoesOrgHaveHospital | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTrans | 0 | false |
| IRS990EZ/ExcessOrDeficitForYear | 0 | -50117 |
| IRS990EZ/FeesAndOthPymtToIndContractors | 0 | 7651 |
| IRS990EZ/ForeignFinancialAccount | 0 | false |
| IRS990EZ/ForeignOffice | 0 | false |
| IRS990EZ/FundraisingGrossIncome | 0 | 20131 |
| IRS990EZ/GainOrLossFromSaleOfAssets | 0 | 0 |
| IRS990EZ/GamingGrossIncome | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaid | 0 | 29856 |
| IRS990EZ/GroProfitLossSalesOfInventory | 0 | -3222 |
| IRS990EZ/GrossReceipts | 0 | 197041 |
| IRS990EZ/GrossSalesOfInventory | 0 | 23218 |
| IRS990EZ/InfoInScheduleOPartI | 0 | X |
| IRS990EZ/InfoInScheduleOPartII | 0 | X |
| IRS990EZ/InfoInScheduleOPartIII | 0 | X |
| IRS990EZ/InvestmentIncome | 0 | 2337 |
| IRS990EZ/LandAndBuildings/BOY | 0 | 60853 |
| IRS990EZ/LandAndBuildings/EOY | 0 | 37584 |
| IRS990EZ/MadeChangesToOrgnzngEtcDoc | 0 | false |
| IRS990EZ/MadeLoansToFromOfficers | 0 | false |
| IRS990EZ/MaintainAnyDonorAdvisedFunds | 0 | false |
| IRS990EZ/MembershipDues | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrual | 0 | X |
| IRS990EZ/NetAssetsOrFundBalances/BOY | 0 | 372951 |
| IRS990EZ/NetAssetsOrFundBalancesBOY | 0 | 372951 |
| IRS990EZ/NetAssetsOrFundBalances/EOY | 0 | 322695 |
| IRS990EZ/NetAssetsOrFundBalancesEOY | 0 | 322695 |
| IRS990EZ/OccupancyRentUtilitiesAndMaint | 0 | 11920 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressForeign/AddressLine1 | 0 | PO BOX 252 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressForeign/City | 0 | SNBX |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressForeign/Country | 0 | BD |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 0 | 38 PEA PLACE |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 1 | 301 INDIAN HARBOR RD |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 2 | 708 NOWEO PLACE |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 3 | 708 NOWEO PLACE |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 4 | PO BOX 790149 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 0 | KULA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 1 | VERO BEACH |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 2 | WAILUKU |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 3 | WAILUKU |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 4 | PAIA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 0 | HI |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 1 | FL |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 2 | HI |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 3 | HI |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 4 | HI |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 0 | 96790 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 1 | 32963 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 2 | 96793 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 3 | 96793 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 4 | 96779 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 0 | 20625 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 0 | MEAGAN JONES |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 1 | ALLEN JONES |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 2 | RICHARD COCHRAN |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 3 | KARYN KUNZELMAN |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 4 | ANN COOPERSMITH |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 5 | WILLIAM SCOTT |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 0 | Executive Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 1 | Chair of Board |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 5 | Former Treasurer |
| IRS990EZ/Organization501c3 | 0 | X |
| IRS990EZ/OrganizationDissolvedEtc | 0 | false |
| IRS990EZ/OrganizationHadUBI | 0 | false |
| IRS990EZ/OtherAssetsTotal/BOY | 0 | 99946 |
| IRS990EZ/OtherAssetsTotal/EOY | 0 | 119243 |
| IRS990EZ/OtherChangesInNetAssets | 0 | -139 |
| IRS990EZ/OtherExpensesTotal | 0 | 78965 |
| IRS990EZ/OtherRevenueTotal | 0 | 3031 |
| IRS990EZ/PrimaryExemptPurpose | 0 | Whale Research and Education |
| IRS990EZ/PrintingPublicationsPostage | 0 | 882 |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 0 | Humpback Whale Song Study-Whale Trust has supported research investigating song functino through study of whale behavior in Hawn Islands |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 1 | Female reproductive status and behavior on Hawn breed- ing grounds Whale Trust investigates how this status affects behavior patterns with males |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 2 | Photographic and video illustration of humpback groups by focusing on photo and video documentation of whale behavior |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 3 | 0 |
| IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations | 0 | 29856 |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 0 | 29856 |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 1 | 14251 |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 2 | 36057 |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 3 | 89684 |
| IRS990EZ/ProgramServiceRevenue | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTrans | 0 | false |
| IRS990EZ/RelatedOrgControlledEntity | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBenefits | 0 | 78404 |
| IRS990EZ/SpecialEventsDirectExpenses | 0 | 13040 |
| IRS990EZ/SpecialEventsNetIncomeLoss | 0 | 7091 |
| IRS990EZ/SumOfTotalLiabilities/BOY | 0 | 1562 |
| IRS990EZ/SumOfTotalLiabilities/EOY | 0 | 4514 |
| IRS990EZ/TanningServicesProvided | 0 | false |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 3620 BALDWIN AVE |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/City | 0 | MAKAWAO |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/State | 0 | HI |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 96768 |
| IRS990EZ/TheBooksAreInCareOf/NamePerson | 0 | MEAGAN JONES |
| IRS990EZ/TheBooksAreInCareOf/TelephoneNumber | 0 | 8085725700 |
| IRS990EZ/TotalAssets/BOY | 0 | 374513 |
| IRS990EZ/TotalAssets/EOY | 0 | 327209 |
| IRS990EZ/TotalExpenses | 0 | 207678 |
| IRS990EZ/TotalProgramServiceExpenses | 0 | 169848 |
| IRS990EZ/TotalRevenue | 0 | 157561 |
| IRS990EZ/TransactionWithControlEntity | 0 | false |
| IRS990EZ/WebSite | 0 | N/A |
| IRS990ScheduleA/FactsAndCircumstancesTest | 0 | OTHER INCOME PART II, LINE 10; DESCRIPTION: FUNDRAISING; 2009: 23507.; 2010: 20131.; DESCRIPTION: BOOK SALES; 2009: 23118.; 2010: 23218.; |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear | 0 | 148324 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year | 0 | 96153 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years | 0 | 185374 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years | 0 | 257270 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years | 0 | 266840 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/Total | 0 | 953961 |
| IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear | 0 | 5368 |
| IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year | 0 | 7119 |
| IRS990ScheduleA/GrossInvestmentIncome170/Total | 0 | 12487 |
| IRS990ScheduleA/InvestmentIncomePercentage | 0 | 0 |
| IRS990ScheduleA/OtherIncome170/CurrentTaxYear | 0 | 43349 |
| IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year | 0 | 46625 |
| IRS990ScheduleA/OtherIncome170/Total | 0 | 89974 |
| IRS990ScheduleA/PubliclySupportedOrg170b1Avi | 0 | X |
| IRS990ScheduleA/PublicSupportPercentage509 | 0 | 0 |
| IRS990ScheduleA/PublicSupportPertcentage170 | 0 | 0.90300 |
| IRS990ScheduleA/PublicSupportTotal170 | 0 | 953961 |
| IRS990ScheduleA/PublicSupportTotal509 | 0 | 0 |
| IRS990ScheduleA/ThirtyThreePercntTestsCY170 | 0 | X |
| IRS990ScheduleA/Total170/CurrentTaxYear | 0 | 148324 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year | 0 | 96153 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years | 0 | 185374 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years | 0 | 257270 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years | 0 | 266840 |
| IRS990ScheduleA/Total170/Total | 0 | 953961 |
| IRS990ScheduleA/TotalSupport | 0 | 1056422 |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents | 0 | 13040 |
| IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1 | 0 | 20131 |
| IRS990ScheduleG/EventsInformation/GrossReceiptsTotal | 0 | 20131 |
| IRS990ScheduleG/EventsInformation/GrossRevenueEvent1 | 0 | 20131 |
| IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents | 0 | 20131 |
| IRS990ScheduleG/EventsInformation/NameOfEvent1 | 0 | Golf Event |
| IRS990ScheduleG/EventsInformation/NetIncomeSummary | 0 | 7091 |
| IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1 | 0 | 13040 |
| IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents | 0 | 13040 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | Part 1, Line 8 - Unrealized gain from investment securities |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | Other Program services expenses |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | UNREALIZED GAINS 3031. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | RESEARCH SCIENTIFIC JAMES DARLING CO-FOUNDER 29856. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | DEPRECIATION 7067. EDUCATION EXPENSE 25027. RESEARCH COSTS 15727. DONATIONS 7865. STRATEGIC PLAN COST 7347. OTHER EXPENSES 4893. INSURANCE 3090. TRAVEL 1636. IN-KIND EXPENSE 1500. SWITZER GRANT EXPENSE 1498. BANK CHARGES 1491. NEWSLETTER EXPENSES 1012. OFFICE EXPENSE 674. MEALS & ENTERTAINMENT 138. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | DISALLOWED MEALS & ENTERTAINMENT -139. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | PREPAID EXPENSES 2646. 2646. INVESTMENTS 26368. 29399. DEPOSITS 1030. 1030. INVENTORY 69902. 66842. ACCOUNTS RECEIVABLE 19326. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | ACCOUNTS PAYBLE 1016. ACCRUED PAYROLL 566. 2121. GENERAL EXCISE TAX PAYABLE 996. 1377. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Pt III, Line 31 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | Form 990EZ, Part I, Line 20 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 6 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 912144632 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | WHALE TRUST |
| ReturnHeader/Filer/NameControl | 0 | WHAL |
| ReturnHeader/Filer/Phone | 0 | 8085825700 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 243 |
| ReturnHeader/Filer/USAddress/City | 0 | KULA |
| ReturnHeader/Filer/USAddress/State | 0 | HI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 96790 |
| ReturnHeader/Officer/DateSigned | 0 | 2011-12-28 |
| ReturnHeader/Officer/Name | 0 | MEAGAN JONES |
| ReturnHeader/Officer/Phone | 0 | 8085825700 |
| ReturnHeader/Officer/Title | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/Preparer/DatePrepared | 0 | 2012-03-02 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | CARBONARO DEMICHELE CPAS |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 1885 MAIN STREET SUITE 408 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | WAILUKU |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | HI |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 96793 |
| ReturnHeader/Preparer/Name | 0 | PETER DEMICHELE CPA |
| ReturnHeader/Preparer/Phone | 0 | 8082425002 |
| ReturnHeader/ReturnType | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2010-07-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-06-30 |
| ReturnHeader/TaxYear | 0 | 2010 |
| ReturnHeader/Timestamp | 0 | 2012-03-02T10:41:37-08:00 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.