Civic Intelligence

Whale Trust

990 • Fiscal year 2014 • EIN 91-2144632

Jul 01, 2013 to Jun 30, 2014 • Filed on May 07, 2015

Organization ProfileWWW.WHALETRUST.ORG

View Organization Page

PO Box 24396768

(808) 572-5700

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.02x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$44,569

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$353,901

Down $8,338 (-2.3%) from 2013

Net Assets

Down

$347,624

Down $2,647 (-0.8%) from 2013

Liabilities

Down

$6,277

Down $5,691 (-48%) from 2013

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin37th percentile

Revenue

$333,538

No earlier filing loaded for comparison.

Expenses

Up

$338,023

Up $57,640 (+21%) from 2013

Net Income

-$4,485

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2014

Assets$353,901
Liabilities$6,277
Net Assets$347,624
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

2014

Revenue$333,538
Expenses$338,023
Net Income-$4,485
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 7, 2015
Return Version
2013v4.0
Gross Receipts
$377,557
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$191,604$188,118▼ $3,486
Land, Buildings, and Equipment, Net$65,312$71,204▲ $5,892
Inventories for Sale or Use$61,460$52,986▼ $8,474
Investments in Publicly Traded Securities$32,937$34,775▲ $1,838
Prepaid Expenses and Deferred Charges$5,835$3,677▼ $2,158
Accounts Receivable$5,091$3,141▼ $1,950
Total Assets$362,239$353,901▼ $8,338
Liabilities
Deferred Revenue$10,250--
Accounts Payable and Accrued Expenses$1,718$6,277▲ $4,559
Total Liabilities$11,968$6,277▼ $5,691
Net Assets / Fund Balance
Unrestricted Net Assets$275,162$280,254▲ $5,092
Temporarily Rstr Net Assets$75,109$67,370▼ $7,739
Total Net Assets Fund Balance$350,271$347,624▼ $2,647
Total Liabilities and Net Assets / Fund Balance$362,239$353,901▼ $8,338

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$71,204$74,071$145,275
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meagan JonesExecutive DiFT$42,500$2,069$44,569

Board Members and Trustees

NameTitle
Allen JonesChair of Boa
Sandra Sandi StonerBoard Member
Charles NicklinDirector
Ann Frannie CoopersmithActing Treas
Karyn Kunzelman CochranSecretary
Richard Pat CochranVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$315,401
Program Service Revenue
$0
Investment Income
$2,660
Other Revenue
$15,477
All Other Contributions
$315,401
Change in Net Assets
$-4,485

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table6$40,900Fair Market Value (FMV)
Total Noncash Contributions6$40,900-

Audited Revenue Reconciliation

Revenue per Audited Statements
$333,538
Revenue Not Reported on Form 990
$45,857
Total Revenue per Audited Statements
$379,395
Total Revenue per Form 990
$333,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,236
Salaries, Compensation, and Employee Benefits$74,972
Grants and Similar Amounts Paid$21,815
Total Fundraising Expense$17,694
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$52,508--$52,508
Current Officers, Directors, Trustees, and Key Employees$19,125$19,125$4,250$42,500
Occupancy$4,658$19,290$2,368$26,316
Other Salaries and Wages$10,881$10,881$2,419$24,181
Grants to Domestic Orgs$21,815--$21,815
Depreciation Depletion$12,728--$12,728
All Other Expenses$1,341$3,582$6,278$11,201
Payroll Taxes$2,800$2,800$622$6,222
Fees for Services Accounting-$6,094-$6,094
Other Expenses$527$4,100$1,229$5,856
Insurance$1,446$1,446$321$3,213
Advertising$2,898--$2,898
Other Employee Benefits$931$931$207$2,069
Office Expenses-$1,934-$1,934
Total Functional Expenses$250,146$70,183$17,694$338,023

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$382,042
Expenses per Audited Statements$338,023
Total Expenses per Form 990$338,023
Expenses Not Reported on Form 990$44,019
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
37-1255528-501c3Research$11,345
94-3020977--Reserach$6,470
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,599
Fundraising Direct Expenses$18,340
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$32,599$32,599$18,340$14,259
Total Events$32,599$32,599$18,340$14,259
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Allen JonesFather of E.d.DonationNo$6,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Allan jones meagan jones chair e.d. Father/daughter”

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

“All board members review and approve the 990 before it is finalized.”

Form 990, Page 6, Part VI, Line 12C

“The organization maintains a conflict of interest policy, and each board member is required to review it annually.”

Form 990, Page 6, Part VI, Line 15A

“Salaries 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.”

Form 990, Page 6, Part VI, Line 19

“The 990 is available to the general public via the organization's website.”

Filing and Contact Details

Filer

EIN
91-2144632
Phone
8085725700

Signing Officer

Name
Meagan Jones
Title
Executive Director
Phone
8085725700
Signed
2015-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meagan Jones
Formed
2001
Legal Domicile
Hi
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
80

Preparer

Preparer
Kyle Hays
Phone
8082425002
Supplemental Narrative

Additional Explanations

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

“Additional research spanning various topics related to whale activity.”

Form 990, Part IX, Line 11G

“Contract research 52,508 0 0”

Form 990, Part XI, Line 9

“Fundraising expense 18,340 cost of goods sold 25,679 fundraising expense -18,340 cost of goods sold -25,679”

Financial Statement Notes

Schedule D, Page 3, Part X

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for fiscal year 2014. The organization files its forms 990 in the u.s. Federal jurisdiction and the office of the state's attorney general for the state of hawai'i. The organization is generally no longer subject to examination by the internal revenue service for years before 2011.”

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expense 18,340 cost of goods sold 25,679”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expense 18,340 cost of goods sold 25,679”

Raw XML AppendixShowing 400 of 470 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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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010881
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010881
IRS990/OtherSalariesAndWagesGrp/TotalAmt024181
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0622
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02800
IRS990/PayrollTaxesGrp/ProgramServicesAmt02800
IRS990/PayrollTaxesGrp/TotalAmt06222
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05835
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03677
IRS990/PrincipalOfficerNm0MEAGAN JONES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FEMALE 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041749
IRS990/ProgSrvcAccomActy3Grp/Desc0WHALE 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0106937
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01218
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt019287
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0243082
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02599
IRS990/PYOtherExpensesAmt0210912
IRS990/PYOtherRevenueAmt030600
IRS990/PYRevenuesLessExpensesAmt0-4102
IRS990/PYSalariesCompEmpBnftPaidAmt069471
IRS990/PYTotalExpensesAmt0280383
IRS990/PYTotalRevenueAmt0276281
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-4485
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0315401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0243082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0255610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0148324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01058570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07119
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017044
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0156523
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82490
IRS990ScheduleA/PublicSupportPY170Pct00.98470
IRS990ScheduleA/PublicSupportTotal170Amt0923708
IRS990ScheduleA/SubstantialContributorsTotAmt0134862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0315401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0243082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0255610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0148324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096153
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01058570
IRS990ScheduleA/TotalSupportAmt01119721
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt013259
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt08916
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05762
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt06091
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt010079
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt044107
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt071204
IRS990ScheduleD/EquipmentGrp/DepreciationAmt074071
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0145275
IRS990ScheduleD/ExpensesNotReportedAmt044019
IRS990ScheduleD/ExpensesSubtotalAmt0338023
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01838
IRS990ScheduleD/OtherExpensesIncludedAmt044019
IRS990ScheduleD/OtherRevenueAmt044019
IRS990ScheduleD/RevenueNotReportedAmt045857
IRS990ScheduleD/RevenueSubtotalAmt0333538
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEAR 2014. THE ORGANIZATION FILES ITS FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND THE OFFICE OF THE STATE'S ATTORNEY GENERAL FOR THE STATE OF HAWAI'I. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 18,340 COST OF GOODS SOLD 25,679
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE 18,340 COST OF GOODS SOLD 25,679
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt071204
IRS990ScheduleD/TotalExpensesPerForm990Amt0338023
IRS990ScheduleD/TotalRevenuePerForm990Amt0333538
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0379395
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0382042
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032599
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0WHALE TALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014259
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018340
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt011345
IRS990ScheduleI/RecipientTable/CashGrantAmt16470
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESERACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10HAWAII WHALE RESEARCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11CENTER FOR WHALE STUDIES
IRS990ScheduleI/RecipientTable/RecipientEIN0371255528
IRS990ScheduleI/RecipientTable/RecipientEIN1943020977
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 1296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine113288 WITHERS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0LAHAINA
IRS990ScheduleI/RecipientTable/USAddress/City1LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/State0HI
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode096767
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode194549
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ALLEN JONES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FATHER OF E.D.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt06250
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0DONATION
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt06
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0WHALE TALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt040900
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALLAN JONES MEAGAN JONES CHAIR E.D. FATHER/DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS REVIEW AND APPROVE THE 990 BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY, AND EACH BOARD MEMBER IS REQUIRED TO REVIEW IT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARIES 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 990 IS AVAILABLE TO THE GENERAL PUBLIC VIA THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACT RESEARCH 52,508 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDRAISING EXPENSE 18,340 COST OF GOODS SOLD 25,679 FUNDRAISING EXPENSE -18,340 COST OF GOODS SOLD -25,679
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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt075109
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt067370
IRS990/TempOrPermanentEndowmentsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,901
Liabilities
$6,277
Net assets
$347,624
Revenue
$333,538
Expenses
$338,023
Net income
-$4,485
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