Civic Intelligence

Save the Whales Inc.

990 • Fiscal year 2016 • EIN 95-3263536

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

1192 Waring StreetSeaside, CA 93955

(831) 899-9957

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$115,742

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$424,373

Up $127,055 (+43%) from 2015

Net Assets

Up

$419,175

Up $124,025 (+42%) from 2015

Liabilities

Up

$5,198

Up $3,030 (+140%) from 2015

Revenue

Up

$391,755

Up $44,524 (+13%) from 2015

Expenses

Down

$268,819

Down $58,485 (-18%) from 2015

Net Income

Up

$122,936

Up $103,009 (+517%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $276,109Liabilities 2011: $3592011Assets 2012: $295,106Liabilities 2012: $3532012Assets 2013: $280,359Liabilities 2013: $2,4192013Assets 2014: $277,748Liabilities 2014: $2,525Net Assets 2014: $275,2232014Assets 2015: $297,318Liabilities 2015: $2,168Net Assets 2015: $295,1502015Assets 2016: $424,373Liabilities 2016: $5,198Net Assets 2016: $419,1752016Assets 2017: $381,712Liabilities 2017: $504Net Assets 2017: $381,2082017Assets 2018: $488,966Liabilities 2018: $2,844Net Assets 2018: $486,1222018Assets 2019: $822,097Liabilities 2019: $8,734Net Assets 2019: $813,3632019Assets 2020: $1,195,787Liabilities 2020: $7,591Net Assets 2020: $1,188,1962020Assets 2021: $1,278,663Liabilities 2021: $0Net Assets 2021: $1,278,6632021Assets 2022: $1,578,840Liabilities 2022: $0Net Assets 2022: $1,578,8402022Assets 2023: $1,718,262Liabilities 2023: $0Net Assets 2023: $1,718,2622023Assets 2024: $1,871,367Liabilities 2024: $0Net Assets 2024: $1,871,3672024

Highlighted filing

2016

Assets$424,373
Liabilities$5,198
Net Assets$419,175

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $189,207Expenses 2011: $121,306Net Income 2011: $67,9012011Revenue 2012: $104,417Expenses 2012: $85,414Net Income 2012: $19,0032012Revenue 2013: $94,463Expenses 2013: $111,276Net Income 2013: -$16,8132013Revenue 2014: $268,733Expenses 2014: $270,922Net Income 2014: -$2,1892014Revenue 2015: $347,231Expenses 2015: $327,304Net Income 2015: $19,9272015Revenue 2016: $391,755Expenses 2016: $268,819Net Income 2016: $122,9362016Revenue 2017: $301,076Expenses 2017: $339,042Net Income 2017: -$37,9662017Revenue 2018: $530,025Expenses 2018: $425,111Net Income 2018: $104,9142018Revenue 2019: $724,972Expenses 2019: $397,731Net Income 2019: $327,2412019Revenue 2020: $703,475Expenses 2020: $328,642Net Income 2020: $374,8332020Revenue 2021: $506,287Expenses 2021: $415,820Net Income 2021: $90,4672021Revenue 2022: $761,039Expenses 2022: $460,862Net Income 2022: $300,1772022Revenue 2023: $542,556Expenses 2023: $403,134Net Income 2023: $139,4222023Revenue 2024: $628,319Expenses 2024: $475,214Net Income 2024: $153,1052024

Highlighted filing

2016

Revenue$391,755
Expenses$268,819
Net Income$122,936
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$393,334
Mission and Program Overview

Mission

Preserve and protect the ocean and its inhabitants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$142,911$259,703▲ $116,792
Savings and Temporary Cash Investments$153,519$154,061▲ $542
Land, Buildings, and Equipment, Net$510$10,231▲ $9,721
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$297,318$424,373▲ $127,055
Other Assets Total$378$378→ $0
Liabilities
Other Liabilities$1,468$5,198▲ $3,730
Accounts Payable and Accrued Expenses$700--
Total Liabilities$2,168$5,198▲ $3,030
Net Assets / Fund Balance
Unrestricted Net Assets$295,150$419,175▲ $124,025
Total Net Assets Fund Balance$295,150$419,175▲ $124,025
Total Liabilities and Net Assets / Fund Balance$297,318$424,373▲ $127,055

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,220$13,930$23,150
Other Land Buildings$1,011$18$1,029
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maris Sidenstecker IIProgram DirectorFT$115,742$115,742
Maris Sidenstecker IPresidentPT$7,645$7,645

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$148,528
Program Service Revenue
$233,773
Investment Income
$550
Other Revenue
$8,904
All Other Contributions
$146,443
Change in Net Assets
$122,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,207
Salaries, Compensation, and Employee Benefits$127,612
Total Fundraising Expense$10,664
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$86,807$23,148$5,787$115,742
Occupancy$7,410$2,623-$10,033
Payroll Taxes$6,968$1,858$465$9,291
Advertising$8,191$197-$8,388
Travel$7,423--$7,423
Insurance$1,749$2,863$117$4,729
Fees for Services Accounting-$4,208-$4,208
Office Expenses$681$874$2,118$3,673
Information Technology$2,730--$2,730
Other Salaries and Wages$2,579--$2,579
Other Expenses$13,444-$2,049$2,049
All Other Expenses$64$1,317-$1,381
Fees for Services Legal-$520-$520
Depreciation Depletion$421--$421
Total Functional Expenses$220,547$37,608$10,664$268,819
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll taxes payable$5,129
Sales Tax Payable$69
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
Yes
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Executive Director Maris Sidenstecker I, is related to the Program Director, Maris Sidenstecker II. Program Director, Maris Sidenstecker II is the daughter of Maris Sidenstecker I. They co-founded the organization in 1976.

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is reviewed by the Board President, Executive Director and bookkeeper prior to filing.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Board of Directors review and approve compensation and any questions by board members are submitted to lawyer for review.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All documents available to the public through email upon request.

Filing and Contact Details

Filer

Filer Name
Save the Whales
EIN
95-3263536
Phone
8318999957
Address
1192 Waring Street, Seaside, CA 93955

Signing Officer

Name
Maris Sidenstecker I
Title
President
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maris Sidenstecker II
Formed
1977
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
28

Preparer

Firm
Mcgilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8313733337
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IRS990/Desc0Educated 7,868 students (over 313,868 since 1990) in grades Kinder through College (in English & Spanish) with hands-on, science based marine mammal artifacts and activities. Bus field trips provided for 478 under-represented students and parent chaperones to a local lake for outdoor water monitoring activities. Provide service learning opportunities for college students. Reached 5,847 people through community participation events including: storm drain marking activities, litter pick ups, and outreach to garden stores regarding pesticide alternatives. Partnerships on targeted issues with the whale disentanglement network, seafood watch program, respect wildlife coalition, protecting the endangered vaquita. An educational website and e-newsletters provide current marine mammal issues plus stranding network information to assist whales nationally and internationally.
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0631
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0631
IRS990/OtherRevenueTotalAmt0631
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02579
IRS990/OtherSalariesAndWagesGrp/TotalAmt02579
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0465
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01858
IRS990/PayrollTaxesGrp/ProgramServicesAmt06968
IRS990/PayrollTaxesGrp/TotalAmt09291
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Maris Sidenstecker II
IRS990/PriorPeriodAdjustmentsAmt01089
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Education Outreach
IRS990/ProgramServiceRevenueGrp/Desc1Program Contracts
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05269
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1228504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05269
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1228504
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt079593
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0593
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0176444
IRS990/PYProgramServiceRevenueAmt0267045
IRS990/PYRevenuesLessExpensesAmt019927
IRS990/PYSalariesCompEmpBnftPaidAmt0150860
IRS990/PYTotalExpensesAmt0327304
IRS990/PYTotalRevenueAmt0347231
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0122936
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0234404
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0153519
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0125153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt081442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0384676
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0638
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01888
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05555
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0817947
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98580
IRS990ScheduleA/PublicSupportPY170Pct00.98320
IRS990ScheduleA/PublicSupportTotal170Amt0384676
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0125153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt081442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060462
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0384676
IRS990ScheduleA/TotalSupportAmt0390231
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/BookValueAmt09220
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013930
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023150
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01011
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05129
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt169
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll taxes payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010231
IRS990ScheduleD/TotalLiabilityAmt05198
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Executive Director Maris Sidenstecker I, is related to the Program Director, Maris Sidenstecker II. Program Director, Maris Sidenstecker II is the daughter of Maris Sidenstecker I. They co-founded the organization in 1976.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is reviewed by the Board President, Executive Director and bookkeeper prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Directors review and approve compensation and any questions by board members are submitted to lawyer for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents available to the public through email upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0297318
IRS990/TotalAssetsEOYAmt0424373
IRS990/TotalAssetsGrp/BOYAmt0297318
IRS990/TotalAssetsGrp/EOYAmt0424373
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0148528
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010664
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037608

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.63$0.48$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.54$0.40$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.76$0.46$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.51$0.42$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.01$1.19$0.70$0.33$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.01$0.81$0.72$0.40$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.53$0.43$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.30$0.34$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.01$0.42$0.39$0.27$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.35$0.33$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.27$0.27$0.00
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.09$0.11$0.02
2012Summary only. Only limited summary data is available for this year.$0.30$0.00$0.10$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.19$0.12$0.07
Peer Organizations

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