Civic Intelligence

Whale Trust

990 • Fiscal year 2022 • EIN 91-2144632

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

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

77th percentile

0.22x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.28x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

71st percentile

20%

Higher net margin than 71% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$52,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

1.9%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$734,986

Up $71,262 (+11%) from 2021

Net Assets

Up

$573,017

Up $116,691 (+26%) from 2021

Liabilities

Down

$161,969

Down $45,429 (-22%) from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin71st percentile

Revenue

Up

$571,851

Up $10,458 (+1.9%) from 2021

Expenses

Up

$455,160

Up $67,922 (+18%) from 2021

Net Income

Down

$116,691

Down $57,464 (-33%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2022

Assets$734,986
Liabilities$161,969
Net Assets$573,017
Open 2022 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

2022

Revenue$571,851
Expenses$455,160
Net Income$116,691
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.0
Gross Receipts
$578,166
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
Savings and Temporary Cash Investments$175,731$579,659▲ $403,928
Cash and Non-Interest-Bearing Accounts$415,745$93,429▼ $322,316
Inventories for Sale or Use$28,601$28,412▼ $189
Land, Buildings, and Equipment, Net$36,662$26,501▼ $10,161
Investments in Publicly Traded Securities$4,231$4,231→ $0
Prepaid Expenses and Deferred Charges$2,474$2,474→ $0
Total Assets$663,724$734,986▲ $71,262
Other Assets Total$280$280→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$149,900$149,900→ $0
Accounts Payable and Accrued Expenses$57,498$12,069▼ $45,429
Total Liabilities$207,398$161,969▼ $45,429
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$393,422$482,228▲ $88,806
Net Assets With Donor Restrictions$62,904$90,789▲ $27,885
Total Net Assets Fund Balance$456,326$573,017▲ $116,691
Total Liabilities and Net Assets / Fund Balance$663,724$734,986▲ $71,262

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,501$103,701$130,202
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Meagan Jones GrayExecutive DiPT$52,000$52,000

Board Members and Trustees

NameTitle
Allen JonesChairmant/tr
Brad Eichhorst MdBoard Member
Cathy MaxwellBoard Member
Charles Flip NicklinBoard Member
Linda CaldwellBoard Member
Norman Estin MdBoard Member
Karyn KunzelmanSecretary
Richard Pat CochranVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$573,152
Program Service Revenue
$0
Investment Income
$163
Other Revenue
$-1,464
All Other Contributions
$573,152
Change in Net Assets
$116,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,001
Salaries, Compensation, and Employee Benefits$143,059
Grants and Similar Amounts Paid$15,100
Total Fundraising Expense$1,472
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,863$37,691-$72,554
Fees for Services Other$67,412--$67,412
Current Officers, Directors, Trustees, and Key Employees$25,227$27,273-$52,500
Occupancy$17,276--$17,276
All Other Expenses$13,559$2,981$360$16,900
Other Expenses$8,948$3,730$25$12,703
Office Expenses$7,016$2,767$1,087$10,870
Payroll Taxes$5,095$5,508-$10,603
Depreciation Depletion$5,889$4,268-$10,157
Grants to Domestic Orgs$5,100--$5,100
Fees for Services Accounting-$5,037-$5,037
Insurance-$5,010-$5,010
Foreign Grants$5,000--$5,000
Grants to Domestic Individuals$5,000--$5,000
Other Employee Benefits$3,283$1,357-$4,640
Advertising$3,783--$3,783
Pension Plan Contributions$1,248$1,514-$2,762
Total Functional Expenses$354,863$98,825$1,472$455,160
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii National Marine SanctuaryKihei, HI501c3Research$5,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 35% controlled entity
No
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 Gray
Title
Executive Director
Phone
8085725700
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meagan Jones Gray
Formed
2001
Legal Domicile
Hi
Voting Board Members
9
Independent Board Members
8
Employees
4
Volunteers
12

Preparer

Firm
Carbonaro Cpas & Management Group
Address
1885 MAIN ST STE 408, WAILUKU, HI 96793
Preparer
Gretchen Kremeyer
Phone
8082425002
Supplemental Narrative

Additional Explanations

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

“Research, other-part of whale trust's mission includes supporting scientific research on whales and the marine environment. Current projects include management of the wildlife and marine mammal spatial observatory project to detect marine mammal species from spatial imagery. Whale trust also supports outside research through donations to selected beneficiary organizations and students conducting independent research studies on whales and their ocean environment.”

Form 990, Part IX, Line 11G

“Program and other contractors 67,412 0 0”

Raw XML AppendixShowing 400 of 453 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/Desc2MEALS AND TRAVEL
IRS990/OtherExpensesGrp/Desc3EDUCATION EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt025
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01620
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt169
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23730
IRS990/OtherExpensesGrp/ProgramServicesAmt065763
IRS990/OtherExpensesGrp/ProgramServicesAmt163447
IRS990/OtherExpensesGrp/ProgramServicesAmt216954
IRS990/OtherExpensesGrp/ProgramServicesAmt38948
IRS990/OtherExpensesGrp/TotalAmt065763
IRS990/OtherExpensesGrp/TotalAmt165067
IRS990/OtherExpensesGrp/TotalAmt217023
IRS990/OtherExpensesGrp/TotalAmt312703
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0246
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0246
IRS990/OtherRevenueTotalAmt0246
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037691
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034863
IRS990/OtherSalariesAndWagesGrp/TotalAmt072554
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05508
IRS990/PayrollTaxesGrp/ProgramServicesAmt05095
IRS990/PayrollTaxesGrp/TotalAmt010603
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01514
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01248
IRS990/PensionPlanContributionsGrp/TotalAmt02762
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02474
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02474
IRS990/PrincipalOfficerNm0MEAGAN JONES GRAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0HUMPBACK WHALE RESEARCH AND PHOTO DOCUMENTATION-WHALE TRUST'S MISSION INCLUDES CONDUCTING AND PROMOTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. RESEARCH PROJECTS INCLUDE REPRODUCTIVE AND MATING BEHAVIOR, AND PHOTOGRAPHIC AND VIDEO ILLUSTRATION DOCUMENTING THE BEHAVIOR OF HUMPBACK WHALES IN THEIR NATURAL ENVIRONMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt088420
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION AND OUTREACH-WHALE TRUST'S MISSION INCLUDES COMMUNICATING SCIENTIFIC RESEARCH AND CONDUCTING EDUCATION PROGRAMS ON WHALES AND THE MARINE ENVIRONMENT. WHALE TRUST FULFILLS THAT MISSION THROUGH COMMUNITY OUTREACH EVENTS, EDUCATIONAL FIELD EXPERIENCES, SCHOOL OUTREACH PROGRAMS, MENTORSHIP, AND INTERNSHIP PROGRAMS FOR STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0151938
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESEARCH, OTHER-PART OF WHALE TRUST'S MISSION INCLUDES SUPPORTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. CURRENT PROJECTS INCLUDE MANAGEMENT OF THE WILDLIFE AND MARINE MAMMAL SPATIAL OBSERVATORY PROJECT TO DETECT MARINE MAMMAL SPECIES FROM SPATIAL IMAGERY. WHALE TRUST ALSO SUPPORTS OUTSIDE RESEARCH THROUGH DONATIONS TO SELECTED BENEFICIARY ORGANIZATIONS AND STUDENTS CONDUCTING INDEPENDENT RESEARCH STUDIES ON WHALES AND THEIR OCEAN ENVIRONMENT.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt033639
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0559579
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07500
IRS990/PYInvestmentIncomeAmt046
IRS990/PYOtherExpensesAmt0259954
IRS990/PYOtherRevenueAmt01768
IRS990/PYRevenuesLessExpensesAmt0174155
IRS990/PYSalariesCompEmpBnftPaidAmt0119784
IRS990/PYTotalExpensesAmt0387238
IRS990/PYTotalRevenueAmt0561393
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0116691
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0175731
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0579659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0573152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0559579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0512836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0370917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0288554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02305038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0347
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04260
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt083439
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83660
IRS990ScheduleA/PublicSupportPY170Pct00.82590
IRS990ScheduleA/PublicSupportTotal170Amt02030534
IRS990ScheduleA/SubstantialContributorsTotAmt0274504
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0573152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0559579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0512836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0370917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0288554
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02305038
IRS990ScheduleA/TotalSupportAmt02427068
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt011725
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt033247
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt072798
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0117770
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/BookValueAmt026501
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0103701
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0130202
IRS990ScheduleD/TotalBookValueLandBuildingsAmt026501
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAWAII NATIONAL MARINE SANCTUARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0943370994
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0726 S KIHEI ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KIHEI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096753
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
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RESEARCH, OTHER-PART OF WHALE TRUST'S MISSION INCLUDES SUPPORTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. CURRENT PROJECTS INCLUDE MANAGEMENT OF THE WILDLIFE AND MARINE MAMMAL SPATIAL OBSERVATORY PROJECT TO DETECT MARINE MAMMAL SPECIES FROM SPATIAL IMAGERY. WHALE TRUST ALSO SUPPORTS OUTSIDE RESEARCH THROUGH DONATIONS TO SELECTED BENEFICIARY ORGANIZATIONS AND STUDENTS CONDUCTING INDEPENDENT RESEARCH STUDIES ON WHALES AND THEIR OCEAN ENVIRONMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALLEN JONES MEAGAN JONES PRES./TREAS. 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/ExplanationTxt6PROGRAM AND OTHER CONTRACTORS 67,412 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0663724
IRS990/TotalAssetsEOYAmt0734986
IRS990/TotalAssetsGrp/BOYAmt0663724
IRS990/TotalAssetsGrp/EOYAmt0734986
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0573152
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01472
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0354863
IRS990/TotalFunctionalExpensesGrp/TotalAmt0455160
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0207398
IRS990/TotalLiabilitiesEOYAmt0161969
IRS990/TotalLiabilitiesGrp/BOYAmt0207398

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,986
Liabilities
$161,969
Net assets
$573,017
Revenue
$571,851
Expenses
$455,160
Net income
$116,691
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