Civic Intelligence

Whale Trust

990 • Fiscal year 2013 • EIN 91-2144632

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 04, 2014

PO Box 24396768
Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$362,239

Up $4,605 (+1.3%) from 2012

Net Assets

Down

$350,271

Down $4,102 (-1.2%) from 2012

Liabilities

Up

$11,968

Up $8,707 (+267%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$280,383

Up $33,669 (+14%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $327,209Liabilities 2011: $4,514Net Assets 2011: $322,6952011Assets 2012: $357,634Liabilities 2012: $3,261Net Assets 2012: $354,3732012Assets 2013: $362,239Liabilities 2013: $11,968Net Assets 2013: $350,2712013Assets 2014: $353,901Liabilities 2014: $6,277Net Assets 2014: $347,6242014Assets 2015: $309,808Liabilities 2015: $8,470Net Assets 2015: $301,3382015Assets 2016: $277,523Liabilities 2016: $4,617Net Assets 2016: $272,9062016Assets 2017: $263,354Liabilities 2017: $7,247Net Assets 2017: $256,1072017Assets 2018: $247,548Liabilities 2018: $3,980Net Assets 2018: $243,5682018Assets 2019: $203,507Liabilities 2019: $5,405Net Assets 2019: $198,1022019Assets 2020: $313,712Liabilities 2020: $31,541Net Assets 2020: $282,1712020Assets 2021: $663,724Liabilities 2021: $207,398Net Assets 2021: $456,3262021Assets 2022: $734,986Liabilities 2022: $161,969Net Assets 2022: $573,0172022Assets 2023: $785,373Liabilities 2023: $165,285Net Assets 2023: $620,0882023Assets 2024: $1,272,896Liabilities 2024: $167,411Net Assets 2024: $1,105,4852024

Highlighted filing

2013

Assets$362,239
Liabilities$11,968
Net Assets$350,271

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $157,561Expenses 2011: $207,678Net Income 2011: -$50,1172011Expenses 2012: $246,7142012Expenses 2013: $280,3832013Revenue 2014: $333,538Expenses 2014: $338,023Net Income 2014: -$4,4852014Revenue 2015: $294,679Expenses 2015: $338,801Net Income 2015: -$44,1222015Revenue 2016: $389,940Expenses 2016: $421,404Net Income 2016: -$31,4642016Revenue 2017: $374,608Expenses 2017: $393,221Net Income 2017: -$18,6132017Revenue 2018: $376,400Expenses 2018: $387,114Net Income 2018: -$10,7142018Revenue 2019: $412,721Expenses 2019: $460,906Net Income 2019: -$48,1852019Revenue 2020: $544,477Expenses 2020: $460,408Net Income 2020: $84,0692020Revenue 2021: $561,393Expenses 2021: $387,238Net Income 2021: $174,1552021Revenue 2022: $571,851Expenses 2022: $455,160Net Income 2022: $116,6912022Revenue 2023: $663,230Expenses 2023: $616,159Net Income 2023: $47,0712023Revenue 2024: $1,215,217Expenses 2024: $729,820Net Income 2024: $485,3972024

Highlighted filing

2013

Revenue-
Expenses$280,383
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 4, 2014
Return Version
2012v2.3
Gross Receipts
$315,700
Mission and Program Overview

Mission

Whale trust supports and conducts scientific research, marine education, and conservation programs on marine mammals and their environment.

Major Activities

Activity 2
Female reproductive status and behavior on hawaiian breeding grounds-whale trust investigates how this status affects behavior patterns with males. Photographic and video illustration of humpback groups by focusing on photo and video documentation of whale behavior.
Activity 3
Whale trust's mission is to broadly communicate the findings of research to the public. Whale trust fulfills that mission through community outreach events, school outreach programs, mentorship and internship programs for students.
Filing and Contact Details

Filer

EIN
91-2144632
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IRS990ScheduleO/GeneralExplanation/Explanation1ALLAN JONES MEAGAN JONES CHAIR E.D. FATHER/DAUGHTER
IRS990ScheduleO/GeneralExplanation/Explanation2ALL BOARD MEMBERS REVIEW AND APPROVE THE 990 BEFORE IT IS FINALIZED.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY, AND EACH BOARD MEMBER IS REQUIRED TO REVIEW IT ANNUALLY.
IRS990ScheduleO/GeneralExplanation/Explanation4SALARIES ARE PROPOSED AND VOTED ON BY THE BOARD OF DIRECTORS. THE BOARD AND THE E.D. WORK TOGETHER TO RESEARCH AND DETERMINE FAIR AND COMPARABLE SALARY RATES FOR KEY PERSONNEL. THE BOARD THEN VOTES TO APPROVE THE RECOMMENDATIONS MADE.
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IRS990ScheduleO/GeneralExplanation/Explanation6CONTRACT RESEARCH 45,075 0 0
IRS990ScheduleO/GeneralExplanation/Explanation7FUNDRAISING EXPENSE 12,150 COST OF GOODS SOLD 27,269 FUNDRAISING EXPENSE -12,150 COST OF GOODS SOLD -27,269
IRS990ScheduleO/GeneralExplanation/Identifier0ALL OTHER ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier1RELATED PARTY INFORMATION AMONG OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier2ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier4COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier6OTHER FEES FOR SERVICES
IRS990ScheduleO/GeneralExplanation/Identifier7RECONCILIATION OF CHANGES - OTHER
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 9
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IRS990/TheBooksAreInCareOf/AddressUS/State0HI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode096768
IRS990/TheBooksAreInCareOf/NamePerson0MEAGAN JONES
IRS990/TheBooksAreInCareOf/TelephoneNumber08085725700
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IRS990/TotalContributions0243082
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IRS990/TotalFunctionalExpenses/Fundraising016799
IRS990/TotalFunctionalExpenses/ManagementAndGeneral047259
IRS990/TotalFunctionalExpenses/ProgramServices0216325
IRS990/TotalFunctionalExpenses/Total0280383
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.17$1.11$1.22$0.73$0.49
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.17$0.62$0.66$0.62$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.16$0.57$0.57$0.46$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.21$0.46$0.56$0.39$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.03$0.28$0.54$0.46$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.20$0.41$0.46$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.24$0.38$0.39$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.26$0.37$0.39$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.27$0.39$0.42$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.29$0.34$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.35$0.33$0.34$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.01$0.35$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.35$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.32$0.16$0.21$0.05