Liabilities / Assets
80th percentile
Higher debt load relative to assets than 80% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
80th percentile
Higher debt load relative to assets than 80% of similar nonprofits.
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
64th percentile
Higher top officer pay than 64% of similar nonprofits.
Top officer pay equals 7.6% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Up$663,724
Up $350,012 (+112%) from 2020
Net Assets
Up$456,326
Up $174,155 (+62%) from 2020
Liabilities
Up$207,398
Up $175,857 (+558%) from 2020
Revenue
Up$561,393
Up $16,916 (+3.1%) from 2020
Expenses
Down$387,238
Down $73,170 (-16%) from 2020
Net Income
Up$174,155
Up $90,086 (+107%) from 2020
Whale trust supports and conducts scientific research, marine education, and conservation programs on marine mammals and their environment.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $229,107 | $415,745 | ▲ $186,638 |
| Savings and Temporary Cash Investments | - | $175,731 | - |
| Land, Buildings, and Equipment, Net | $48,065 | $36,662 | ▼ $11,403 |
| Inventories for Sale or Use | $28,752 | $28,601 | ▼ $151 |
| Investments in Publicly Traded Securities | $4,231 | $4,231 | → $0 |
| Prepaid Expenses and Deferred Charges | $3,557 | $2,474 | ▼ $1,083 |
| Total Assets | $313,712 | $663,724 | ▲ $350,012 |
| Other Assets Total | - | $280 | - |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $26,685 | $149,900 | ▲ $123,215 |
| Accounts Payable and Accrued Expenses | $4,856 | $57,498 | ▲ $52,642 |
| Total Liabilities | $31,541 | $207,398 | ▲ $175,857 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $282,171 | $393,422 | ▲ $111,251 |
| Net Assets With Donor Restrictions | - | $62,904 | - |
| Total Net Assets Fund Balance | $282,171 | $456,326 | ▲ $174,155 |
| Total Liabilities and Net Assets / Fund Balance | $313,712 | $663,724 | ▲ $350,012 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $36,662 | $93,543 | $130,205 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Meagan Jones Gray | Executive Di | PT | $42,500 | $42,500 |
| Name | Title |
|---|---|
| Allen Jones | Chairmant/tr |
| Brad Eichhorst Md | Board Member |
| Cathy Maxwell | Board Member |
| Charles Flip Nicklin | Board Member |
| Linda Caldwell | Board Member |
| Norman Estin Md | Board Member |
| Karyn Kunzelman | Secretary |
| Richard Pat Cochran | Vice-preside |
| Line Item | Amount |
|---|---|
| Other Expenses | $259,954 |
| Salaries, Compensation, and Employee Benefits | $119,784 |
| Grants and Similar Amounts Paid | $7,500 |
| Total Fundraising Expense | $637 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $120,736 | $200 | - | $120,936 |
| Other Salaries and Wages | $39,460 | $29,531 | - | $68,991 |
| Current Officers, Directors, Trustees, and Key Employees | $23,650 | $17,700 | - | $41,350 |
| Occupancy | $9,527 | $3,949 | - | $13,476 |
| Fees for Services Accounting | - | $13,090 | - | $13,090 |
| Depreciation Depletion | $11,443 | - | - | $11,443 |
| Payroll Taxes | $5,401 | $4,042 | - | $9,443 |
| Insurance | $2,383 | $6,804 | - | $9,187 |
| Office Expenses | $4,256 | $3,110 | $637 | $8,003 |
| All Other Expenses | $5,587 | $1,923 | - | $7,510 |
| Grants to Domestic Orgs | $7,500 | - | - | $7,500 |
| Other Expenses | $3,572 | $1,198 | - | $4,770 |
| Advertising | $598 | - | - | $598 |
| Total Functional Expenses | $301,963 | $84,638 | $637 | $387,238 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Hawaii National Marine Sanctuary | Kihei, HI | 501c3 | Research | $7,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Allen jones meagan jones pres./treas. E.d. Father/daughter”
“All board members review and approve the 990 before it is finalized.”
“The organization maintains a conflict of interest policy, and each board member is required to review it annually.”
“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.”
“The 990 is available to the general public via the organization's website.”
“Additional research spanning various topics related to whale activity.”
“OTHER FEES 120,736 200 0”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 4856 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 57498 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT. |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 598 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 598 |
| IRS990/AllOtherContributionsAmt | 0 | 508984 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1923 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 5587 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 7510 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | WHALE TRUST |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8085725700 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 243 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MAKAWAO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | HI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 96768 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 229107 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 415745 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 17700 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 23650 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 41350 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CostOfGoodsSoldAmt | 0 | 7163 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 559579 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 7500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 46 |
| IRS990/CYOtherExpensesAmt | 0 | 259954 |
| IRS990/CYOtherRevenueAmt | 0 | 1768 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 174155 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 119784 |
| IRS990/CYTotalExpensesAmt | 0 | 387238 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 637 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 561393 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 11443 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 11443 |
| IRS990/Desc | 0 | HUMPBACK WHALE SONG STUDY-WHALE TRUST HAS SUPPORTED RESEARCH INVESTIGATING SONG FUNCTION THROUGH STUDY OF WHALE BEHAVIOR IN THE HAWAIIAN ISLANDS. WHALE TRUST ALSO SUPPORTS OUTSIDE RESEARCH THROUGH DONATIONS TO SELECTED BENEFICIARY ORGANIZATIONS AND STUDENTS CONDUCTING INDEPENDENT RESEARCH STUDIES IN THE PACIFIC ON WHALES AND THEIR OCEAN ENVIRONMENT. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 62904 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 57238 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 13090 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13090 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 200 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 120736 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 120936 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ALLEN JONES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RICHARD PAT COCHRAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KARYN KUNZELMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CHARLES FLIP NICKLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | NORMAN ESTIN MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LINDA CALDWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | CATHY MAXWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | BRAD EICHHORST MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MEAGAN JONES GRAY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 42500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMANT/TR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE-PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | EXECUTIVE DI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GovernmentGrantsAmt | 0 | 50595 |
| IRS990/GrantAmt | 0 | 7500 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 7500 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 7500 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 568556 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 8291 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 6804 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 2383 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 9187 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 28752 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 28601 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 46 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 46 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4231 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4231 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 93543 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 48065 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 36662 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 130205 |
| IRS990/LegalDomicileStateCd | 0 | HI |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 26685 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 149900 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 282171 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 456326 |
| IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1128 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 1128 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 282171 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 393422 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 3949 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 9527 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 13476 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 637 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 3110 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 4256 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 8003 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 280 |
| IRS990/OtherExpensesGrp/Desc | 0 | RESEARCH GRANT EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | EDUCATION EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 3 | RESEARCH COST |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2056 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1035 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1198 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 45410 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 17783 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 4657 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 3572 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 45410 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 19839 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 5692 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 4770 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 640 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 640 |
| IRS990/OtherRevenueTotalAmt | 0 | 640 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 29531 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 39460 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 68991 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 4042 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 5401 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 9443 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 3557 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 2474 |
| IRS990/PrincipalOfficerNm | 0 | MEAGAN JONES GRAY |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | FEMALE REPRODUCTIVE STATUS AND BEHAVIOR ON HAWAIIAN BREEDING GROUNDS-WHALE TRUST INVESTIGATES HOW THIS STATUS AFFECTS BEHAVIOR PATTERNS WITH MALES. PHOTOGRAPHIC AND VIDEO ILLUSTRATION OF HUMPBACK GROUPS BY FOCUSING ON PHOTO AND VIDEO DOCUMENTATION OF WHALE BEHAVIOR. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 32757 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 28 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | WHALE TRUST'S MISSION IS TO BROADLY COMMUNICATE THE FINDINGS OF RESEARCH TO THE PUBLIC. WHALE TRUST FULFILLS THAT MISSION THROUGH COMMUNITY OUTREACH EVENTS, SCHOOL OUTREACH PROGRAMS, MENTORSHIP AND INTERNSHIP PROGRAMS FOR STUDENTS. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 167000 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 1370 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 44968 |
| IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt | 0 | 316 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 512836 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 17500 |
| IRS990/PYInvestmentIncomeAmt | 0 | 3168 |
| IRS990/PYOtherExpensesAmt | 0 | 324687 |
| IRS990/PYOtherRevenueAmt | 0 | 28473 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 84069 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 118221 |
| IRS990/PYTotalExpensesAmt | 0 | 460408 |
| IRS990/PYTotalRevenueAmt | 0 | 544477 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 174155 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 54 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 175731 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 559579 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 512836 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 370917 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 288554 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 351460 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2083346 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 46 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3168 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 536 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 347 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2899 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 6996 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 102992 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.82590 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.77180 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1843229 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 240117 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 559579 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 512836 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 370917 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 288554 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 351460 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2083346 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2231743 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11725 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33247 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72798 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 23631 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 141401 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 36662 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 93543 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 130205 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 36662 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 7500 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501C3 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | RESEARCH |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | HAWAII NATIONAL MARINE SANCTUARY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 943370994 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 726 S KIHEI ROAD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | KIHEI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | HI |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 96753 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | WHALE 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/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 1, PART I, LINE 2 |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ADDITIONAL RESEARCH SPANNING VARIOUS TOPICS RELATED TO WHALE ACTIVITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ALLEN JONES MEAGAN JONES PRES./TREAS. E.D. FATHER/DAUGHTER |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ALL BOARD MEMBERS REVIEW AND APPROVE THE 990 BEFORE IT IS FINALIZED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY, AND EACH BOARD MEMBER IS REQUIRED TO REVIEW IT ANNUALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE 990 IS AVAILABLE TO THE GENERAL PUBLIC VIA THE ORGANIZATION'S WEBSITE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | OTHER FEES 120,736 200 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART IX, LINE 11G |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | HI |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 313712 |
| IRS990/TotalAssetsEOYAmt | 0 | 663724 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 313712 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 663724 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 559579 |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 637 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 84638 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 301963 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 387238 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 31541 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 207398 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 31541 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 207398 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 282171 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 456326 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 44968 |
| IRS990/TotalOtherProgSrvcRevenueAmt | 0 | 316 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 301963 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 42500 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.