Civic Intelligence

Whale Trust

990 • Fiscal year 2015 • EIN 91-2144632

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileWWW.WHALETRUST.ORG

View Organization Page

PO Box 243Makawao, HI 96768

(808) 572-5700

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

95th percentile

$63,351

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$309,808

Down $44,093 (-12%) from 2014

Net Assets

Down

$301,338

Down $46,286 (-13%) from 2014

Liabilities

Up

$8,470

Up $2,193 (+35%) from 2014

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin19th percentile

Revenue

Down

$294,679

Down $38,859 (-12%) from 2014

Expenses

Up

$338,801

Up $778 (+0.2%) from 2014

Net Income

Down

-$44,122

Down $39,637 (-884%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2015

Assets$309,808
Liabilities$8,470
Net Assets$301,338
Open 2015 Filing

Operations Trend

Revenue Growth32nd 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

2015

Revenue$294,679
Expenses$338,801
Net Income-$44,122
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$313,565
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$188,118$119,026▼ $69,092
Land, Buildings, and Equipment, Net$71,204$100,430▲ $29,226
Inventories for Sale or Use$52,986$51,638▼ $1,348
Investments in Publicly Traded Securities$34,775$32,611▼ $2,164
Accounts Receivable$3,141$3,141→ $0
Prepaid Expenses and Deferred Charges$3,677$2,962▼ $715
Total Assets$353,901$309,808▼ $44,093
Liabilities
Accounts Payable and Accrued Expenses$6,277$8,470▲ $2,193
Total Liabilities$6,277$8,470▲ $2,193
Net Assets / Fund Balance
Unrestricted Net Assets$282,757$250,086▼ $32,671
Temporarily Rstr Net Assets$64,867$51,252▼ $13,615
Total Net Assets Fund Balance$347,624$301,338▼ $46,286
Total Liabilities and Net Assets / Fund Balance$353,901$309,808▼ $44,093

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$100,430$87,210$187,640
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meagan JonesExecutive DiFT$59,167$4,184$63,351

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$250,688
Program Service Revenue
$0
Investment Income
$2,709
Other Revenue
$41,282
All Other Contributions
$250,688
Change in Net Assets
$-44,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$294,679
Revenue Not Reported on Form 990
$29,445
Total Revenue per Audited Statements
$324,124
Total Revenue per Form 990
$294,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,833
Salaries, Compensation, and Employee Benefits$116,162
Grants and Similar Amounts Paid$26,806
Total Fundraising Expense$20,787
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$26,625$26,625$5,917$59,167
Fees for Services Other$43,500$600$1,000$45,100
Other Salaries and Wages$13,971$13,971$3,105$31,047
Grants to Domestic Orgs$26,806--$26,806
Payroll Taxes$9,794$9,794$2,176$21,764
Occupancy$8,380$8,381$3,279$20,040
Depreciation Depletion$13,139--$13,139
All Other Expenses$1,343$3,458$3,110$7,911
Insurance$3,134$3,134$697$6,965
Fees for Services Accounting-$6,490-$6,490
Other Expenses$4,251$1,769$1,085$4,251
Other Employee Benefits$1,883$1,883$418$4,184
Advertising$3,209--$3,209
Office Expenses$196$2,599-$2,795
Total Functional Expenses$239,310$78,704$20,787$338,801

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$370,410
Expenses per Audited Statements$338,801
Total Expenses per Form 990$338,801
Expenses Not Reported on Form 990$31,609
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii National Marine Sanctuary FoKihei, HI-Research$7,500
Hawaii Marine Mammal ConsortiumKamuela, HI501c3Research$6,000
Oregon State University FoundationCorvallis, OR501c3Research$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,907
Fundraising Direct Expenses$12,944
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Whale Tales$33,757$33,757$8,077$25,680
Golf Tournament$8,150$8,150$4,867$3,283
Total Events$41,907$41,907$12,944$28,963
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$7,000
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

Filer Name
Whale Trust
EIN
91-2144632
Phone
8085725700
Address
PO BOX 243, MAKAWAO, HI 96768

Signing Officer

Name
Meagan Jones
Title
Executive Director
Phone
8085725700
Signed
2016-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meagan Jones
Formed
2001
Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
80

Preparer

Firm
Carbonaro Cpas & Management Group
Address
1885 MAIN ST STE 408, WAILUKU, HI 96793
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 43,500 0 0 outside services 0 600 1,000”

Form 990, Part XI, Line 9

“Fundraising expense 12,643 cost of goods sold 5,942 fundraising expense -12,643 cost of goods sold -5,942”

Financial Statement Notes

Schedule D, Page 3, Part X

“For exempt purpose income, whale trust, inc. Is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and also from state of hawaii income taxes under section 237-23 (b) of the hawaii revised statutes. 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 2015.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 2012.”

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

“Fundraising expense 12,643 cost of goods sold 5,942”

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

“Fundraising expense 12,643 cost of goods sold 5,942”

Raw XML AppendixShowing 400 of 487 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/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01883
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01883
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04184
IRS990/OtherExpensesGrp/Desc0EDUCATION EXPENSE
IRS990/OtherExpensesGrp/Desc1RESEARCH COST
IRS990/OtherExpensesGrp/Desc2POSTAGE & DELIVERY
IRS990/OtherExpensesGrp/Desc3MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/FundraisingAmt01085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01769
IRS990/OtherExpensesGrp/ProgramServicesAmt057421
IRS990/OtherExpensesGrp/ProgramServicesAmt122984
IRS990/OtherExpensesGrp/ProgramServicesAmt22674
IRS990/OtherExpensesGrp/ProgramServicesAmt34251
IRS990/OtherExpensesGrp/TotalAmt057421
IRS990/OtherExpensesGrp/TotalAmt122984
IRS990/OtherExpensesGrp/TotalAmt25528
IRS990/OtherExpensesGrp/TotalAmt34251
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03105
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013971
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013971
IRS990/OtherSalariesAndWagesGrp/TotalAmt031047
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02176
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09794
IRS990/PayrollTaxesGrp/ProgramServicesAmt09794
IRS990/PayrollTaxesGrp/TotalAmt021764
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03677
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02962
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/ExpenseAmt037355
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/ExpenseAmt092404
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012319
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt049638
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0315401
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021815
IRS990/PYInvestmentIncomeAmt02660
IRS990/PYOtherExpensesAmt0241236
IRS990/PYOtherRevenueAmt015477
IRS990/PYRevenuesLessExpensesAmt0-4485
IRS990/PYSalariesCompEmpBnftPaidAmt074972
IRS990/PYTotalExpensesAmt0338023
IRS990/PYTotalRevenueAmt0333538
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-44122
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0271862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0315401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0243082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0255610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0148324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01234279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02337
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012634
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0174601
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84240
IRS990ScheduleA/PublicSupportPY170Pct00.82490
IRS990ScheduleA/PublicSupportTotal170Amt01096799
IRS990ScheduleA/SubstantialContributorsTotAmt0137480
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0271862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0315401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0243082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0255610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0148324
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01234279
IRS990ScheduleA/TotalSupportAmt01302055
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt021114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt013259
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt08916
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05762
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt06091
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt055142
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/DonatedServicesAndUseFcltsAmt013024
IRS990ScheduleD/DonatedServicesUseFcltsAmt013024
IRS990ScheduleD/EquipmentGrp/BookValueAmt0100430
IRS990ScheduleD/EquipmentGrp/DepreciationAmt087210
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0187640
IRS990ScheduleD/ExpensesNotReportedAmt031609
IRS990ScheduleD/ExpensesSubtotalAmt0338801
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2164
IRS990ScheduleD/OtherExpensesIncludedAmt018585
IRS990ScheduleD/OtherRevenueAmt018585
IRS990ScheduleD/RevenueNotReportedAmt029445
IRS990ScheduleD/RevenueSubtotalAmt0294679
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR EXEMPT PURPOSE INCOME, WHALE TRUST, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ALSO FROM STATE OF HAWAII INCOME TAXES UNDER SECTION 237-23 (B) OF THE HAWAII REVISED STATUTES. 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 2015.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 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 12,643 COST OF GOODS SOLD 5,942
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE 12,643 COST OF GOODS SOLD 5,942
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/TotalBookValueLandBuildingsAmt0100430
IRS990ScheduleD/TotalExpensesPerForm990Amt0338801
IRS990ScheduleD/TotalRevenuePerForm990Amt0294679
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0324124
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0370410
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012944
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WHALE TALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041907
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028963
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012944
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08077
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04867
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAWAII MARINE MAMMAL CONSORTIUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OREGON STATE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HAWAII NATIONAL MARINE SANCTUARY FO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0HNMSF
IRS990ScheduleI/RecipientTable/RecipientEIN0861083853
IRS990ScheduleI/RecipientTable/RecipientEIN1936022772
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 6107
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1850 SW 35TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2726 S KIHEI ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KAMUELA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CORVALLIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2KIHEI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096743
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197333
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd296753
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ALLEN JONES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FATHER OF E.D.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt07000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0DONATION
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 43,500 0 0 OUTSIDE SERVICES 0 600 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDRAISING EXPENSE 12,643 COST OF GOODS SOLD 5,942 FUNDRAISING EXPENSE -12,643 COST OF GOODS SOLD -5,942
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,808
Liabilities
$8,470
Net assets
$301,338
Revenue
$294,679
Expenses
$338,801
Net income
-$44,122
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