Civic Intelligence

Whale Trust

990 • Fiscal year 2024 • EIN 91-2144632

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Organization ProfileWWW.WHALETRUST.ORG

View Organization Page

PO Box 1360Puunene, HI 96784

(808) 572-5700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.13x

Higher debt load relative to assets than 61% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.14x

Higher debt load relative to revenue than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$66,312

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

62%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

83%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,272,896

Up $487,523 (+62%) from 2023

Net Assets

Up

$1,105,485

Up $485,397 (+78%) from 2023

Liabilities

Up

$167,411

Up $2,126 (+1.3%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin86th percentile

Revenue

Up

$1,215,217

Up $551,987 (+83%) from 2023

Expenses

Up

$729,820

Up $113,661 (+18%) from 2023

Net Income

Up

$485,397

Up $438,326 (+931%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2024

Assets$1,272,896
Liabilities$167,411
Net Assets$1,105,485
Open 2024 Filing

Operations Trend

Revenue Growth89th 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

2024

Revenue$1,215,217
Expenses$729,820
Net Income$485,397
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,240,581
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$633,227$936,378▲ $303,151
Land, Buildings, and Equipment, Net$18,274$236,813▲ $218,539
Cash and Non-Interest-Bearing Accounts$95,764$62,038▼ $33,726
Inventories for Sale or Use$31,123$24,096▼ $7,027
Prepaid Expenses and Deferred Charges$2,474$8,378▲ $5,904
Investments in Publicly Traded Securities$4,231$4,890▲ $659
Accounts Receivable-$23-
Total Assets$785,373$1,272,896▲ $487,523
Other Assets Total$280$280→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$149,900$149,900→ $0
Accounts Payable and Accrued Expenses$15,385$17,511▲ $2,126
Total Liabilities$165,285$167,411▲ $2,126
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$537,006$953,828▲ $416,822
Net Assets With Donor Restrictions$83,082$151,657▲ $68,575
Total Net Assets Fund Balance$620,088$1,105,485▲ $485,397
Total Liabilities and Net Assets / Fund Balance$785,373$1,272,896▲ $487,523

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$236,813$57,079$293,892
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meagan Jones GrayExecutive DiFT$64,400$1,912$66,312

Board Members and Trustees

NameTitle
Allen JonesChairman/tre
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
$1,032,914
Program Service Revenue
$0
Investment Income
$127,786
Other Revenue
$54,517
All Other Contributions
$1,032,914
Change in Net Assets
$485,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$375,393
Salaries, Compensation, and Employee Benefits$217,008
Grants and Similar Amounts Paid$137,419
Total Fundraising Expense$5,954
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,109$46,626-$97,735
Fees for Services Other$91,513$36-$91,549
Current Officers, Directors, Trustees, and Key Employees$89,686--$89,686
Foreign Grants$83,855--$83,855
Grants to Domestic Individuals$42,000--$42,000
Depreciation Depletion$8,202$24,759-$32,961
Occupancy$22,108$5,959$104$28,171
All Other Expenses$7,613$16,077$86$23,776
Fees for Services Accounting-$17,647-$17,647
Office Expenses$11,291$4,499$1,041$16,831
Payroll Taxes$12,308$3,788-$16,096
Other Employee Benefits$5,625$5,997-$11,622
Grants to Domestic Orgs$11,564--$11,564
Other Expenses$11,438$40$2,596$11,438
Advertising$11,118--$11,118
Interest-$7,662-$7,662
Insurance$762$4,367-$5,129
Pension Plan Contributions$1,791$78-$1,869
Information Technology$906--$906
Total Functional Expenses$584,867$138,999$5,954$729,820
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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 1360, PUUNENE, HI 96784

Signing Officer

Name
Meagan Jones Gray
Title
Executive Director
Phone
8085725700
Signed
2025-05-14
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
87

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. The north pacific humpback whale song collaboration involves 12 researchers across nearly 13 locations in six countries. Whale trust also supports outside research through donations to selected beneficiary organizations and students conducting independent research studies on whales and their ocean environment. Due to the wildfires in lahaina in 2023, we donated 40,000 to families close to our organization that lost their homes and lives in the fire.”

Form 990, Part IX, Line 11G

“Program and other contractors 36,483 0 0 outside services 55,030 36 0 total 91,513 36 0”

Raw XML AppendixShowing 400 of 480 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/Desc0MEALS AND TRAVEL
IRS990/OtherExpensesGrp/Desc1RESEARCH COSTS
IRS990/OtherExpensesGrp/Desc2EDUCATION EXPENSE
IRS990/OtherExpensesGrp/Desc3RESEARCH GRANT EXPENSES
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IRS990/OtherExpensesGrp/FundraisingAmt12596
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01464
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IRS990/OtherExpensesGrp/ProgramServicesAmt126380
IRS990/OtherExpensesGrp/ProgramServicesAmt216094
IRS990/OtherExpensesGrp/ProgramServicesAmt311438
IRS990/OtherExpensesGrp/TotalAmt083095
IRS990/OtherExpensesGrp/TotalAmt126380
IRS990/OtherExpensesGrp/TotalAmt218730
IRS990/OtherExpensesGrp/TotalAmt311438
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueTotalAmt049915
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt051109
IRS990/OtherSalariesAndWagesGrp/TotalAmt097735
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/ProgramServicesAmt012308
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt078
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01791
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02474
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08378
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/ExpenseAmt0163816
IRS990/ProgSrvcAccomActy2Grp/GrantAmt031291
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0364
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/ExpenseAmt0264716
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt029462
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESEARCH, OTHER-PART OF WHALE TRUST'S MISSION INCLUDES SUPPORTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. THE NORTH PACIFIC HUMPBACK WHALE SONG COLLABORATION INVOLVES 12 RESEARCHERS ACROSS NEARLY 13 LOCATIONS IN SIX COUNTRIES. WHALE TRUST ALSO SUPPORTS OUTSIDE RESEARCH THROUGH DONATIONS TO SELECTED BENEFICIARY ORGANIZATIONS AND STUDENTS CONDUCTING INDEPENDENT RESEARCH STUDIES ON WHALES AND THEIR OCEAN ENVIRONMENT. DUE TO THE WILDFIRES IN LAHAINA IN 2023, WE DONATED 40,000 TO FAMILIES CLOSE TO OUR ORGANIZATION THAT LOST THEIR HOMES AND LIVES IN THE FIRE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt059419
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt053564
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt016944
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012500
IRS990/PYInvestmentIncomeAmt011737
IRS990/PYOtherExpensesAmt0431858
IRS990/PYOtherRevenueAmt09670
IRS990/PYRevenuesLessExpensesAmt047071
IRS990/PYSalariesCompEmpBnftPaidAmt0171801
IRS990/PYTotalExpensesAmt0616159
IRS990/PYTotalRevenueAmt0663230
IRS990/QuidProQuoContributionsInd0false
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07747
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0633227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0936378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01032914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0641823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0573152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0559579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0512836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03320304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt040745
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03168
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055859
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0104713
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.87430
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IRS990ScheduleA/SubstantialContributorsTotAmt0403515
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0573152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0559579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0512836
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03320304
IRS990ScheduleA/TotalSupportAmt03387888
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt011725
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt011725
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt057079
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0293892
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0236813
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
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IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt15855
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IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt01
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt11
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1EUROPE
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0RESEARCH GRANT
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1RESEARCH GRANT
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt08000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0GRANT 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.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 2
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt140000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESEARCH GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1OHANA DISASTER ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
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. DURING FISCAL YEAR ENDING JUNE 30, 2024, WHALE TRUST PROVIDED DISASTER ASSISTANCE TO COMMUNITY MEMBERS AFFECTED BY THE LAHAINA WILDFIRES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RESEARCH, OTHER-PART OF WHALE TRUST'S MISSION INCLUDES SUPPORTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. THE NORTH PACIFIC HUMPBACK WHALE SONG COLLABORATION INVOLVES 12 RESEARCHERS ACROSS NEARLY 13 LOCATIONS IN SIX COUNTRIES. WHALE TRUST ALSO SUPPORTS OUTSIDE RESEARCH THROUGH DONATIONS TO SELECTED BENEFICIARY ORGANIZATIONS AND STUDENTS CONDUCTING INDEPENDENT RESEARCH STUDIES ON WHALES AND THEIR OCEAN ENVIRONMENT. DUE TO THE WILDFIRES IN LAHAINA IN 2023, WE DONATED 40,000 TO FAMILIES CLOSE TO OUR ORGANIZATION THAT LOST THEIR HOMES AND LIVES IN THE FIRE.
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 36,483 0 0 OUTSIDE SERVICES 55,030 36 0 TOTAL 91,513 36 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

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,272,896
Liabilities
$167,411
Net assets
$1,105,485
Revenue
$1,215,217
Expenses
$729,820
Net income
$485,397
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