Civic Intelligence

Whale Trust

990 • Fiscal year 2017 • EIN 91-2144632

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

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

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.0%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$73,122

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-3.9%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$263,354

Down $14,169 (-5.1%) from 2016

Net Assets

Down

$256,107

Down $16,799 (-6.2%) from 2016

Liabilities

Up

$7,247

Up $2,630 (+57%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin30th percentile

Revenue

Down

$374,608

Down $15,332 (-3.9%) from 2016

Expenses

Down

$393,221

Down $28,183 (-6.7%) from 2016

Net Income

Up

-$18,613

Up $12,851 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$263,354
Liabilities$7,247
Net Assets$256,107
Open 2017 Filing

Operations Trend

Revenue Growth42nd 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

2017

Revenue$374,608
Expenses$393,221
Net Income-$18,613
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.1
Gross Receipts
$425,858
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$103,432$103,253▼ $179
Land, Buildings, and Equipment, Net$83,439$75,267▼ $8,172
Inventories for Sale or Use$51,622$41,177▼ $10,445
Investments in Publicly Traded Securities$35,643$40,270▲ $4,627
Prepaid Expenses and Deferred Charges$2,962$2,962→ $0
Accounts Receivable$425$425→ $0
Total Assets$277,523$263,354▼ $14,169
Liabilities
Accounts Payable and Accrued Expenses$4,617$7,247▲ $2,630
Total Liabilities$4,617$7,247▲ $2,630
Net Assets / Fund Balance
Unrestricted Net Assets$187,607$180,998▼ $6,609
Temporarily Rstr Net Assets$85,299$75,109▼ $10,190
Total Net Assets Fund Balance$272,906$256,107▼ $16,799
Total Liabilities and Net Assets / Fund Balance$277,523$263,354▼ $14,169

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$75,267$47,763$123,030
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meagan JonesExecutive DiFT$70,332$2,790$73,122

Board Members and Trustees

NameTitle
Sandra StonerPresident
Cathy MaxwellBoard Member
Charles Flip NicklinBoard Member
Debra CaswellBoard Member
Linda CaldwellBoard Member
Karyn KunzelmanSecretary
Allen JonesTreasurer
Richard Pat CochranVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$351,460
Program Service Revenue
$0
Investment Income
$-5,362
Other Revenue
$28,510
All Other Contributions
$345,960
Change in Net Assets
$-18,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,085
Salaries, Compensation, and Employee Benefits$142,713
Total Fundraising Expense$26,188
Grants and Similar Amounts Paid$24,423
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$38,192$29,657$9,057$76,906
Current Officers, Directors, Trustees, and Key Employees$23,929$21,802$6,105$51,836
Travel$20,080--$20,080
Grants to Domestic Orgs$18,500--$18,500
Depreciation Depletion$17,427--$17,427
All Other Expenses$3,476$7,464$2,859$13,799
Other Expenses$6,570$2,913$3,395$12,878
Occupancy$4,369$4,513$1,934$10,816
Payroll Taxes$4,777$4,353$1,219$10,349
Insurance$5,820$2,937$653$9,410
Office Expenses$2,138$4,456$336$6,930
Grants to Domestic Individuals$5,923--$5,923
Advertising$5,390-$268$5,658
Fees for Services Accounting-$4,063-$4,063
Other Employee Benefits$1,630$1,630$362$3,622
Total Functional Expenses$283,245$83,788$26,188$393,221
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii National Marine SanctuaryKihei, HI501c3Research$7,000
Hawaii Whale Research FoundationLahaina, HI501c3Research$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,095
Fundraising Direct Expenses$22,464
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Whale Tales$30,450$29,950$8,930$21,020
Golf Tournament$22,145$17,145$10,326$6,819
Total Events$52,595$47,095$22,464$24,631
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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

“Allen jones meagan jones treasurer 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
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meagan Jones
Formed
2001
Legal Domicile
Hi
Voting Board Members
9
Independent Board Members
8
Employees
5
Volunteers
51

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.”

Raw XML AppendixShowing 400 of 495 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/OtherExpensesGrp/Desc0EDUCATION EXPENSE
IRS990/OtherExpensesGrp/Desc1RESEARCH GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc2RESEARCH COST
IRS990/OtherExpensesGrp/Desc3MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/FundraisingAmt03395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02913
IRS990/OtherExpensesGrp/ProgramServicesAmt086607
IRS990/OtherExpensesGrp/ProgramServicesAmt119845
IRS990/OtherExpensesGrp/ProgramServicesAmt218572
IRS990/OtherExpensesGrp/ProgramServicesAmt36570
IRS990/OtherExpensesGrp/TotalAmt086607
IRS990/OtherExpensesGrp/TotalAmt119845
IRS990/OtherExpensesGrp/TotalAmt218572
IRS990/OtherExpensesGrp/TotalAmt312878
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04406
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04406
IRS990/OtherRevenueTotalAmt04406
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09057
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029657
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038192
IRS990/OtherSalariesAndWagesGrp/TotalAmt076906
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01219
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04353
IRS990/PayrollTaxesGrp/ProgramServicesAmt04777
IRS990/PayrollTaxesGrp/TotalAmt010349
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02962
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/ExpenseAmt019802
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/ExpenseAmt0186042
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05923
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt037401
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt018500
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt03879
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0320742
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt034077
IRS990/PYInvestmentIncomeAmt03094
IRS990/PYOtherExpensesAmt0272485
IRS990/PYOtherRevenueAmt066104
IRS990/PYRevenuesLessExpensesAmt0-31464
IRS990/PYSalariesCompEmpBnftPaidAmt0114842
IRS990/PYTotalExpensesAmt0421404
IRS990/PYTotalRevenueAmt0389940
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-18613
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0351460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0320742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0271862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0315401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0243082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01502547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02599
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013961
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0139760
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85990
IRS990ScheduleA/PublicSupportPY170Pct00.82550
IRS990ScheduleA/PublicSupportTotal170Amt01399298
IRS990ScheduleA/SubstantialContributorsTotAmt0103249
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0351460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0320742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0271862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0315401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0243082
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01502547
IRS990ScheduleA/TotalSupportAmt01627244
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt023631
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt043816
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt021114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt013259
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt08916
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0110736
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/BookValueAmt075267
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047763
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0123030
IRS990ScheduleD/TotalBookValueLandBuildingsAmt075267
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022464
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WHALE TALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03208
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047095
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024631
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019256
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08930
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010326
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05923
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESEARCH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAWAII WHALE RESEARCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HAWAII NATIONAL MARINE SANCTUARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0371255528
IRS990ScheduleI/RecipientTable/RecipientEIN1943370994
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1726 S KIHEI ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAHAINA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KIHEI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096767
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd196753
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WHALE TRUST ALLOCATES A PERCENTAGE OF FUNDS RAISED TO DONATE TO LOCAL NON- PROFIT ORGANIZATIONS AND GRADUATE STUDENTS CONDUCTING WHALE RESEARCH IN HAWAII. GRANT DISTRIBUTIONS ARE DETERMINED BY A COMMITTEE COMPRISED OF ADVISORY AND BOARD MEMBERS. ALL GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT DETAILING HOW GRANT FUNDS WERE USED WITHIN ONE YEAR OF RECEIVING THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALLEN JONES MEAGAN JONES TREASURER E.D. FATHER/DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS REVIEW AND APPROVE THE 990 BEFORE IT IS FINALIZED.

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,354
Liabilities
$7,247
Net assets
$256,107
Revenue
$374,608
Expenses
$393,221
Net income
-$18,613
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