Civic Intelligence

Whale Trust

990 • Fiscal year 2019 • EIN 91-2144632

Jul 01, 2018 to Jun 30, 2019 • Filed on May 26, 2020

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

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$41,200

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.6%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$203,507

Down $44,041 (-18%) from 2018

Net Assets

Down

$198,102

Down $45,466 (-19%) from 2018

Liabilities

Up

$5,405

Up $1,425 (+36%) from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin22nd percentile

Revenue

Up

$412,721

Up $36,321 (+9.6%) from 2018

Expenses

Up

$460,906

Up $73,792 (+19%) from 2018

Net Income

Down

-$48,185

Down $37,471 (-350%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$203,507
Liabilities$5,405
Net Assets$198,102
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$412,721
Expenses$460,906
Net Income-$48,185
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 26, 2020
Return Version
2018v3.2
Gross Receipts
$453,007
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$97,661$74,655▼ $23,006
Land, Buildings, and Equipment, Net$64,909$53,708▼ $11,201
Investments in Publicly Traded Securities$38,444$41,163▲ $2,719
Inventories for Sale or Use$40,147$30,477▼ $9,670
Prepaid Expenses and Deferred Charges$2,962$3,504▲ $542
Accounts Receivable$3,425--
Total Assets$247,548$203,507▼ $44,041
Liabilities
Accounts Payable and Accrued Expenses$3,980$5,405▲ $1,425
Total Liabilities$3,980$5,405▲ $1,425
Net Assets / Fund Balance
Unrestricted Net Assets$165,478$198,102▲ $32,624
Temporarily Rstr Net Assets$78,090--
Total Net Assets Fund Balance$243,568$198,102▼ $45,466
Total Liabilities and Net Assets / Fund Balance$247,548$203,507▼ $44,041

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$53,708$70,617$124,325
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Meagan JonesExecutive DiPT$41,200$41,200

Board Members and Trustees

NameTitle
Allen JonesPresident/tr
Brad Eichhorst MdBoard Member
Cathy MaxwellBoard Member
Charles Flip NicklinBoard Member
Debra CaswellBoard Member
Linda CaldwellBoard Member
Ravi BuggaBoard Member
Karyn KunzelmanSecretary
Richard Pat CochranVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$370,917
Program Service Revenue
$0
Investment Income
$536
Other Revenue
$41,268
All Other Contributions
$370,917
Change in Net Assets
$-48,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,751
Salaries, Compensation, and Employee Benefits$133,655
Total Fundraising Expense$42,683
Grants and Similar Amounts Paid$39,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,853$30,240$21,487$79,580
Current Officers, Directors, Trustees, and Key Employees$14,420$15,656$11,124$41,200
Grants to Domestic Orgs$39,500--$39,500
Travel$27,794--$27,794
Other Expenses$34,473$15,663$5,607$21,270
Fees for Services Accounting-$19,014-$19,014
Payroll Taxes$4,270$4,636$3,294$12,200
Depreciation Depletion$11,201--$11,201
Office Expenses$3,417$7,121$537$11,075
Occupancy$3,309$7,721-$11,030
All Other Expenses$1,552$8,199$124$9,875
Insurance$2,333$5,445-$7,778
Advertising$6,594-$328$6,922
Other Employee Benefits$236$257$182$675
Total Functional Expenses$281,356$136,867$42,683$460,906
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii Association for MarineLahaina, HI501c3Research$8,000
Hawaii National Marine SanctuaryKihei, HI501c3Research$7,000
University of Hawaii FoundationHonolulu, HI501c3Research$7,000
Alaska Whale FoundationPetersburg, AK501c3Research$6,000
Hawaii Whale Research FoundationLahaina, HI501c3Research$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$51,964
Fundraising Direct Expenses$17,717
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Songs of the Pa$32,102$32,102$17,717$14,385
Whale Tales$19,862$19,862-$19,862
Total Events$51,964$51,964$17,717$34,247
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 pres./treas. 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
2020-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meagan Jones
Formed
2001
Legal Domicile
Hi
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
71

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 514 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/Desc2RESEARCH COST
IRS990/OtherExpensesGrp/Desc3MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/FundraisingAmt05607
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022915
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115663
IRS990/OtherExpensesGrp/ProgramServicesAmt065204
IRS990/OtherExpensesGrp/ProgramServicesAmt139200
IRS990/OtherExpensesGrp/ProgramServicesAmt234473
IRS990/OtherExpensesGrp/TotalAmt088119
IRS990/OtherExpensesGrp/TotalAmt139200
IRS990/OtherExpensesGrp/TotalAmt234473
IRS990/OtherExpensesGrp/TotalAmt321270
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0578
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0578
IRS990/OtherRevenueTotalAmt0578
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021487
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030240
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027853
IRS990/OtherSalariesAndWagesGrp/TotalAmt079580
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03294
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04636
IRS990/PayrollTaxesGrp/ProgramServicesAmt04270
IRS990/PayrollTaxesGrp/TotalAmt012200
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02962
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03504
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/ExpenseAmt033922
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/ExpenseAmt0159364
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt043000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt039500
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt07021
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0288554
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019000
IRS990/PYInvestmentIncomeAmt0347
IRS990/PYOtherExpensesAmt0241489
IRS990/PYOtherRevenueAmt087499
IRS990/PYRevenuesLessExpensesAmt0-10714
IRS990/PYSalariesCompEmpBnftPaidAmt0126625
IRS990/PYTotalExpensesAmt0387114
IRS990/PYTotalRevenueAmt0376400
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-48185
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0370917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0288554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0351460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0320742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0271862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01603535
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02709
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09585
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0118604
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78010
IRS990ScheduleA/PublicSupportPY170Pct00.77430
IRS990ScheduleA/PublicSupportTotal170Amt01410205
IRS990ScheduleA/SubstantialContributorsTotAmt0193330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0370917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0288554
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0351460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0320742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0271862
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01603535
IRS990ScheduleA/TotalSupportAmt01807726
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt033247
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt072798
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt023631
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt043816
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt021114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0194606
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/BookValueAmt053708
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070617
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124325
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053708
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017717
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SONGS OF THE PA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WHALE TALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051964
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034247
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017717
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt38000
IRS990ScheduleI/RecipientTable/CashGrantAmt47000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAWAII WHALE RESEARCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HAWAII NATIONAL MARINE SANCTUARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALASKA WHALE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HAWAII ASSOCIATION FOR MARINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF HAWAII FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1EDUCATION AND RESEARCH
IRS990ScheduleI/RecipientTable/RecipientEIN0371255528
IRS990ScheduleI/RecipientTable/RecipientEIN1943370994
IRS990ScheduleI/RecipientTable/RecipientEIN2814740105
IRS990ScheduleI/RecipientTable/RecipientEIN3331091609
IRS990ScheduleI/RecipientTable/RecipientEIN4990085260
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1726 S KIHEI ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 1927
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt35095 NAPILIHAU ST 109B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 11270
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAHAINA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KIHEI
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PETERSBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LAHAINA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3HI

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,507
Liabilities
$5,405
Net assets
$198,102
Revenue
$412,721
Expenses
$460,906
Net income
-$48,185
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