Civic Intelligence

Pacific Whale Foundation

990 • Fiscal year 2020 • EIN 99-0207417

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

300 Maalaea Road Suite 211Wailuku, HI 96793

(808) 249-8811

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.04x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.99x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

48th percentile

4.4%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$178,665

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

2nd percentile

-37%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,113,262

Down $1,246,231 (-37%) from 2019

Net Assets

Down

-$93,475

Down $1,282,234 (-108%) from 2019

Liabilities

Up

$2,206,737

Up $36,003 (+1.7%) from 2019

Revenue

Up

$2,222,875

Up $407,377 (+22%) from 2019

Expenses

Up

$2,124,770

Up $146,905 (+7.4%) from 2019

Net Income

Up

$98,105

Up $260,472 (+160%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $2,443,422Liabilities 2011: $1,256,923Net Assets 2011: $1,186,4992011Assets 2012: $2,077,331Liabilities 2012: $1,286,244Net Assets 2012: $791,0872012Assets 2013: $1,549,051Liabilities 2013: $753,089Net Assets 2013: $795,9622013Assets 2014: $709,932Liabilities 2014: $369,283Net Assets 2014: $340,6492014Assets 2015: $988,191Liabilities 2015: $852,291Net Assets 2015: $135,9002015Assets 2016: $1,616,581Liabilities 2016: $1,341,588Net Assets 2016: $274,9932016Assets 2017: $2,521,100Liabilities 2017: $1,445,454Net Assets 2017: $1,075,6462017Assets 2018: $1,104,042Liabilities 2018: $1,857,263Net Assets 2018: -$753,2212018Assets 2019: $3,359,493Liabilities 2019: $2,170,734Net Assets 2019: $1,188,7592019Assets 2020: $2,113,262Liabilities 2020: $2,206,737Net Assets 2020: -$93,4752020Assets 2021: $5,445,916Liabilities 2021: $237,727Net Assets 2021: $5,208,1892021Assets 2022: $9,823,641Liabilities 2022: $4,841,214Net Assets 2022: $4,982,4272022Assets 2023: $8,566,185Liabilities 2023: $5,354,486Net Assets 2023: $3,211,6992023Assets 2024: $6,368,345Liabilities 2024: $5,306,024Net Assets 2024: $1,062,3212024

Highlighted filing

2020

Assets$2,113,262
Liabilities$2,206,737
Net Assets-$93,475

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,904,933Expenses 2011: $4,175,709Net Income 2011: -$270,7762011Revenue 2012: $4,054,820Expenses 2012: $4,450,232Net Income 2012: -$395,4122012Revenue 2013: $1,191,334Expenses 2013: $1,243,745Net Income 2013: -$52,4112013Revenue 2014: $1,273,193Expenses 2014: $1,515,432Net Income 2014: -$242,2392014Revenue 2015: $1,004,129Expenses 2015: $1,394,225Net Income 2015: -$390,0962015Revenue 2016: $1,385,231Expenses 2016: $1,565,689Net Income 2016: -$180,4582016Revenue 2017: $1,599,293Expenses 2017: $1,573,102Net Income 2017: $26,1912017Revenue 2018: $1,556,952Expenses 2018: $1,827,057Net Income 2018: -$270,1052018Revenue 2019: $1,815,498Expenses 2019: $1,977,865Net Income 2019: -$162,3672019Revenue 2020: $2,222,875Expenses 2020: $2,124,770Net Income 2020: $98,1052020Revenue 2021: $4,199,951Expenses 2021: $2,208,700Net Income 2021: $1,991,2512021Revenue 2022: $3,245,548Expenses 2022: $3,164,704Net Income 2022: $80,8442022Revenue 2023: $4,768,863Expenses 2023: $4,208,938Net Income 2023: $559,9252023Revenue 2024: $2,488,088Expenses 2024: $3,960,666Net Income 2024: -$1,472,5782024

Highlighted filing

2020

Revenue$2,222,875
Expenses$2,124,770
Net Income$98,105
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$2,385,719
Mission and Program Overview

Mission

Protect the ocean through science and advocacy and inspire environmental stewardship, remaining steadfastly dedicated to saving the world's whales and dolphins from extinction through research, education, (see schedule o)

Pacific whale foundation's mission is to protect the ocean through science and advocacy, and to inspire environmental stewardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$825,647$825,647→ $0
Cash and Non-Interest-Bearing Accounts$115,928$341,756▲ $225,828
Land, Buildings, and Equipment, Net$250,475$176,157▼ $74,318
Investments in Publicly Traded Securities$91,580$143,967▲ $52,387
Prepaid Expenses and Deferred Charges$24,738$8,568▼ $16,170
Inventories for Sale or Use$1,709$1,709→ $0
Total Assets$3,359,493$2,113,262▼ $1,246,231
Other Assets Total$2,049,416$615,458▼ $1,433,958
Liabilities
Accounts Payable and Accrued Expenses$2,112,016$1,866,331▼ $245,685
Mortgage Notes Payable Secured by Investment Property$18,433$340,306▲ $321,873
Deferred Revenue$40,185--
Other Liabilities$100$100→ $0
Total Liabilities$2,170,734$2,206,737▲ $36,003
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,000--
Net Assets Without Donor Restrictions$1,158,759$-93,475▼ $1,252,234
Total Net Assets Fund Balance$1,188,759$-93,475▼ $1,282,234
Total Liabilities and Net Assets / Fund Balance$3,359,493$2,113,262▼ $1,246,231

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$131,747$363,287$495,034
Buildings$231$190,134$190,365
Other Land Buildings$44,179$65,830$110,009
Other Assets Org$-334,631--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kristie WrigglesworthExecutive DiPT$178,665$178,665
Robert GundredControllerPT$80,960$80,960

Board Members and Trustees

NameTitle
Wayne WhiteChairperson
Jennifer ChildsDirector
Laura ChynowethDirector
Liz PettersonDirector
Mary Kate RosackDirector
Robert WoodDirector
Scott ArmaniniDirector
Kristie WrigglesworthExecutive Director
Courtney HathawaySecretary/di
Revenue and Support

Revenue Composition

Contributions and Grants
$1,224,550
Program Service Revenue
$740,208
Investment Income
$248,768
Other Revenue
$9,349
All Other Contributions
$572,757
Change in Net Assets
$98,105

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,222,875
Revenue Not Reported on Form 990
$-1,271,114
Total Revenue per Audited Statements
$951,761
Total Revenue per Form 990
$2,222,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,277,826
Other Expenses$846,944
Total Fundraising Expense$341,902
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$810,175$95,951$202,504$1,108,630
Fees for Services Management$4,433$197,167-$201,600
Occupancy$87,116$59,347$7,963$154,426
Other Employee Benefits$50,179$19,684$15,544$85,407
Payroll Taxes$34,106$24,726$17,406$76,238
Information Technology$33,908$25,230$12,257$71,395
Office Expenses$13,185$6,173$41,463$60,821
Fees for Services Accounting$1,236$54,961-$56,197
Depreciation Depletion$27,665$1,009$23,747$52,421
All Other Expenses$43,259$4,472$25$47,756
Fees for Services Other$29,484$4,965-$34,449
Insurance$22,372$9,925-$32,297
Advertising$25,965--$25,965
Travel$21,651$489$229$22,369
Other Expenses$13,457$1,083$132$13,457
Interest-$11,706-$11,706
Pension Plan Contributions$4,437$1,740$1,374$7,551
Total Functional Expenses$1,263,537$519,331$341,902$2,124,770

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,233,995
Expenses per Audited Statements$2,124,770
Total Expenses per Form 990$2,124,770
Expenses Not Reported on Form 990$109,225
International Activity

International Summary

Offices
2
Employees
3
Spending
$348,794

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and PacificProgram ServicesResearch12$313,913
South AmericaProgram ServicesResearch11$34,881
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$109,225
Fundraising Gross Income$107,678
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$42,387$35,223-$35,223
Concert Cruises$35,092$35,092$1,369$33,723
Total Events$129,857$104,258$101,861$2,397
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Education Funds$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 10B

The organization has written policies.

Form 990, Page 6, Part VI, Line 11B

The 990 is presented to the financial controller and board president and treasurer for review.

Form 990, Page 6, Part VI, Line 12C

Organization monitors compliance with conflict of interest policy at their annual board meeting.

Form 990, Page 6, Part VI, Line 15A

The organization uses nationally known guidelines for compensation.

Form 990, Page 6, Part VI, Line 15B

Board reviews and assesses appropriateness of compensation.

Form 990, Page 6, Part VI, Line 19

Available upon request at the office.

Filing and Contact Details

Filer

Filer Name
Pacific Whale Foundation
EIN
99-0207417
Phone
8082498811
Address
300 MAALAEA ROAD SUITE 211, WAILUKU, HI 96793

Signing Officer

Name
Robert Gundred
Title
Controller
Phone
8082498811
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristie Wrigglesworth
Formed
1980
Legal Domicile
Hi
Voting Board Members
8
Independent Board Members
8
Employees
33
Volunteers
26

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, Part III

Line 1 - organization's mission (full description): pacific whale foundation's mission is to protect the ocean through science and advocacy and to inspire environmental stewardship. Our vision is to be the people's environmental organization for the protection of the world's whales, dolphins and other marine animals living wild in their natural habitat. We believe that it is essential to involve the public in our mission. We encourage you to become a part of our global community of people who care about the future of our oceans and marine wildlife.

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

Overview 2020 despite economic challenges and global health concerns, pacific whale foundation's research, education and conservation programs continued advancing our mission to protect the ocean through science and advocacy and inspire environmental stewardship through reimagined strategies that included shifting to virtual platforms, creating a robust conservation advocacy agenda gleaned from ongoing research, sharpening communication efforts with targeted messaging, and expanding our research, education and development programs in australia. Research program employing a two-pronged approach consisting of long- and short-term applied research projects, pacific whale foundation researchers globally contribute scientific understanding and analysis of marine ecosystems and wildlife to support conservation measures and outcomes. With an emphasis on identifying and assessing major stressors, or threats, to whales and dolphins, pwf's research program concentrates on developing science-based solutions to mitigate the negative impacts on cetacean populations worldwide. Despite pandemic interruptions, pwf researchers conducted successful field seasons in hawai'i, australia and ecuador, concurrently managing 10 research projects in addition to sponsored field work for a blue whale project in chile, to raise awareness of marine mammal stressors and support further research and/or actions initiated by conservation partners and the scientific community at large. Engagement with organization stakeholders and local and conservation-minded communities remained a priority and was achieved through virtual presentations, webinars and q&a sessions with research program principals. In 2020, pwf researchers published the following peer-reviewed scientific papers: 1) marine mammals used as bait for improvised fish aggregating devices in ecuador, eastern tropical pacific; 2) breeding humpback whales off mozambique and ecuador showing geographic variation of persistent organic pollutants and isotopic niches; 3) spinner dolphin hot spots and movement patterns within maui nui to inform enhanced management actions. In addition, select researchers were invited to participate in various events and conferences including lecturing on responsible whale watching at the ecuador whale festival, providing recommendations on the swim-with-whales tourism industry in timor-leste, presenting at the making waves community conference in australia's hervey bay and contributing data to the updated zoning plan for the great sandy straits marine park in queensland, australia. Additional research program highlights in hawai'i included working with the hawaiian islands humpback whale national marine sanctuary advisory council to develop voluntary whale-watching guidelines and the unprecedented collection of histological samples from a humpback whale placenta - a first outside of the whaling industry - offering promising insight into the reproductive biology of whales. Pwf's vital research presence in australia resulted in a joint data collection project involving high school and college students, inclusion in a large-scale collaborative effort to predict climate-caused disruptions to humpback whale migration in the southern hemisphere, ongoing additions to the photo-id database, and the conclusion of data collection for our swim- with-whales impact study. Fiercely committed to the continued sharing of study results and data-derived evidence, we endeavor to inform and guide global conservation measures while advancing the understanding of cetacean populations through applied research projects and collaborative efforts with other researchers.

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

Education program developing the next generation of leaders that respect and value the world's oceans and inhabitants is an essential component of pwf's education program, which provides thoughtfully crafted, science-based opportunities for the public to connect with and appreciate marine ecosystems while inspiring environmental stewardship. While 2020 presented significant challenges in offering the high-quality, engaging programming of pre-pandemic days, pivoting to covid-safe practices for participants and staff encouraged exciting innovations in how we share our education program. Physical distancing restrictions, while daunting in their limitations, forced staff to reinvent communication and outreach strategies that ultimately expanded our reach through a series of virtual and hybrid adaptations of popular programs such as ocean camp, keiki whalewatch and other classroom-centric offerings. Keiki whalewatch enjoyed remarkable success, impacting a total of 3,700 students before the pandemic cut the season short by one month. For the third consecutive year, pwf educators brought the program to students on the neighboring islands of moloka'i and lana'i; 2020 also marked the first year the program included moloka'i middle and high school students. In addition, our inflatable humpback whale, 'ohana, debuted at five local schools for the first time. The life-size teaching tool offered 367 students a rare educational experience - exploring the internal workings of a humpback whale. Pwf's education team introduced two new variants of the immensely popular ocean camp program in response to the strict covid guidelines in place at the time. Virtual ocean camp and ocean camp: from screen to sea provided campers grades 1-5 with fun, engaging and collaborative educational activities similar to traditional ocean camp programming utilizing a 'safer-at-home' video conferencing platform. The hybrid program, ocean camp: from screen to sea, featured a week of virtual instruction and activities led by qualified educators, culminating with an in-person snorkel trip on a pacwhale eco-adventures vessel designed to bring what they learned to life. To maintain continuity, ocean camp enrollment shifted from daily to weekly with six weeks of virtual ocean camp and three weeks of ocean camp from screen to sea reaching a total of 178 campers from three hawaiian islands, nine us states and five different time zones. The first two weeks of the virtual ocean camp program were offered free of charge; all remaining weeks of programming for the year were offered at subsidized rates. The shift from exclusively in-person to largely virtual programming allowed pwf educators to maintain connections with our local and global community. Participants learned about marine life through a variety of live and pre- recorded lessons and activities easily conducted at home utilizing simple household materials. Live sessions encouraged viewers to interact with and ask questions of the presiding educator. These innovative online lessons and virtual presentations boast a combined total of 3,518 views to date and will continue expanding our reach globally.

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

Conservation program through our conservation program, pwf develops and advocates for science- based solutions to major stressors on whales and dolphins that align with environmental, economic and community values. Using cutting-edge data gleaned from our research findings, we strive to positively influence policy at all levels of government by creating agendas and mobilizing community support for our ocean conservation efforts. The conservation team also had to reexamine communication practices and procedures in order to stay the course. After considerable adjustments and adaptations, the conservation program not only continued, it flourished. Shifting to virtual and online messaging including webinars, facebook live presentations and a robust series of meticulously researched articles resulted in an increased reach with improved effectiveness in conservation advocacy. Pwf research and conservation came together to create a science- based policy agenda that identifies the major stressors impacting whole populations of whales and dolphins globally, including marine debris, vessel traffic, fisheries interactions, under regulated tourism, and climate change. Conservation launched an article series entitled making waves: policies to protect the ocean that underscores our agenda while further educating supporters. Building on our reputation as industry experts and international advocacy thought leaders, the making waves series examines major stressors on whales and dolphins, highlights related policies that exist at the state, national and international level, and chronicles pwf's past, current and future efforts to effectively mitigate these threats. Conservation's overarching priorities for 2020 and beyond include addressing single-use plastic pollution, promoting best practices for wildlife watching tourism, fostering awareness about climate change and resultant rising ocean temperatures, reducing ship strikes involving whales, and the accidental catch of whales and dolphins in commercial fishing operations. Over the last several years, our conservation program has actively studied the global accumulation of plastic debris on our beaches and advocated for the elimination or reduction of single-use plastics, which supported maui county in passing sweeping legislation banning the sale and distribution of plastic disposable food-ware, effective january 1, 2022. Pwf's advocacy efforts also contributed to the reversal of a controversial 'solution' in response to the june 2020 discovery of two 70-year-old undetonated ordinances (uxos) inside molokini's marine life conservation district. The state of hawai'i suggested conducting a remote detonation capable of causing tremendous harm to molokini's fragile ecosystem. Pwf wrote to state representatives and relevant agencies outlining the potential destruction to the environment and urging them to consider alternatives. According to the department of land and natural resources, public feedback led to state government's decision to leave the uxos undisturbed and our fragile eco system unharmed. Pwf presented at the 27th annual hawai'i conservation conference on the necessity, replicability and success of pwf's coastal marine debris monitoring program. As the moderator of the collaborative conservation session, pwf connected with conference attendees to build a network of partnerships across the islands.

Form 990, Part V, Line 4B

AUSTRALIA

Form 990, Part XI, Line 9

Fundraising expenses 109,225 fundraising expenses -109,225

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

The collection of artwork is focused on depicting marine life via photography, acrylic and oil paintings, and other visual media. It is designed to inspire our visitors and staff to continue to support the pacific whale foundation's mission.

Schedule D, Page 3, Part X

The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for years 2020 and 2019. The organization's forms 990, return of organization exempt from income tax, for the years ending 2017, 2018 and 2019, are subject to examination by the irs, generally for three years after they were filed.

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 109,225

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 109,225

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IRS990/Desc0OVERVIEW 2020 DESPITE ECONOMIC CHALLENGES AND GLOBAL HEALTH CONCERNS, PACIFIC WHALE FOUNDATION'S RESEARCH, EDUCATION AND CONSERVATION PROGRAMS CONTINUED ADVANCING OUR MISSION TO PROTECT THE OCEAN THROUGH SCIENCE AND ADVOCACY AND INSPIRE ENVIRONMENTAL STEWARDSHIP THROUGH REIMAGINED STRATEGIES THAT INCLUDED SHIFTING TO VIRTUAL PLATFORMS, CREATING A ROBUST CONSERVATION ADVOCACY AGENDA GLEANED FROM ONGOING RESEARCH, SHARPENING COMMUNICATION EFFORTS WITH TARGETED MESSAGING, AND EXPANDING OUR RESEARCH, EDUCATION AND DEVELOPMENT PROGRAMS IN AUSTRALIA. RESEARCH PROGRAM EMPLOYING A TWO-PRONGED APPROACH CONSISTING OF LONG- AND SHORT-TERM APPLIED RESEARCH PROJECTS, PACIFIC WHALE FOUNDATION RESEARCHERS GLOBALLY CONTRIBUTE SCIENTIFIC UNDERSTANDING AND ANALYSIS OF MARINE ECOSYSTEMS AND WILDLIFE TO SUPPORT CONSERVATION MEASURES AND OUTCOMES. WITH AN EMPHASIS ON IDENTIFYING AND ASSESSING MAJOR STRESSORS, OR THREATS, TO WHALES AND DOLPHINS, PWF'S RESEARCH PROGRAM CONCENTRATES ON DEVELOPING SCIENCE-BASED SOLUTIONS TO MITIGATE THE NEGATIVE IMPACTS ON CETACEAN POPULATIONS WORLDWIDE. DESPITE PANDEMIC INTERRUPTIONS, PWF RESEARCHERS CONDUCTED SUCCESSFUL FIELD SEASONS IN HAWAI'I, AUSTRALIA AND ECUADOR, CONCURRENTLY MANAGING 10 RESEARCH PROJECTS IN ADDITION TO SPONSORED FIELD WORK FOR A BLUE WHALE PROJECT IN CHILE, TO RAISE AWARENESS OF MARINE MAMMAL STRESSORS AND SUPPORT FURTHER RESEARCH AND/OR ACTIONS INITIATED BY CONSERVATION PARTNERS AND THE SCIENTIFIC COMMUNITY AT LARGE. ENGAGEMENT WITH ORGANIZATION STAKEHOLDERS AND LOCAL AND CONSERVATION-MINDED COMMUNITIES REMAINED A PRIORITY AND WAS ACHIEVED THROUGH VIRTUAL PRESENTATIONS, WEBINARS AND Q&A SESSIONS WITH RESEARCH PROGRAM PRINCIPALS. IN 2020, PWF RESEARCHERS PUBLISHED THE FOLLOWING PEER-REVIEWED SCIENTIFIC PAPERS: 1) MARINE MAMMALS USED AS BAIT FOR IMPROVISED FISH AGGREGATING DEVICES IN ECUADOR, EASTERN TROPICAL PACIFIC; 2) BREEDING HUMPBACK WHALES OFF MOZAMBIQUE AND ECUADOR SHOWING GEOGRAPHIC VARIATION OF PERSISTENT ORGANIC POLLUTANTS AND ISOTOPIC NICHES; 3) SPINNER DOLPHIN HOT SPOTS AND MOVEMENT PATTERNS WITHIN MAUI NUI TO INFORM ENHANCED MANAGEMENT ACTIONS. IN ADDITION, SELECT RESEARCHERS WERE INVITED TO PARTICIPATE IN VARIOUS EVENTS AND CONFERENCES INCLUDING LECTURING ON RESPONSIBLE WHALE WATCHING AT THE ECUADOR WHALE FESTIVAL, PROVIDING RECOMMENDATIONS ON THE SWIM-WITH-WHALES TOURISM INDUSTRY IN TIMOR-LESTE, PRESENTING AT THE MAKING WAVES COMMUNITY CONFERENCE IN AUSTRALIA'S HERVEY BAY AND CONTRIBUTING DATA TO THE UPDATED ZONING PLAN FOR THE GREAT SANDY STRAITS MARINE PARK IN QUEENSLAND, AUSTRALIA. ADDITIONAL RESEARCH PROGRAM HIGHLIGHTS IN HAWAI'I INCLUDED WORKING WITH THE HAWAIIAN ISLANDS HUMPBACK WHALE NATIONAL MARINE SANCTUARY ADVISORY COUNCIL TO DEVELOP VOLUNTARY WHALE-WATCHING GUIDELINES AND THE UNPRECEDENTED COLLECTION OF HISTOLOGICAL SAMPLES FROM A HUMPBACK WHALE PLACENTA - A FIRST OUTSIDE OF THE WHALING INDUSTRY - OFFERING PROMISING INSIGHT INTO THE REPRODUCTIVE BIOLOGY OF WHALES. PWF'S VITAL RESEARCH PRESENCE IN AUSTRALIA RESULTED IN A JOINT DATA COLLECTION PROJECT INVOLVING HIGH SCHOOL AND COLLEGE STUDENTS, INCLUSION IN A LARGE-SCALE COLLABORATIVE EFFORT TO PREDICT CLIMATE-CAUSED DISRUPTIONS TO HUMPBACK WHALE MIGRATION IN THE SOUTHERN HEMISPHERE, ONGOING ADDITIONS TO THE PHOTO-ID DATABASE, AND THE CONCLUSION OF DATA COLLECTION FOR OUR SWIM- WITH-WHALES IMPACT STUDY. FIERCELY COMMITTED TO THE CONTINUED SHARING OF STUDY RESULTS AND DATA-DERIVED EVIDENCE, WE ENDEAVOR TO INFORM AND GUIDE GLOBAL CONSERVATION MEASURES WHILE ADVANCING THE UNDERSTANDING OF CETACEAN POPULATIONS THROUGH APPLIED RESEARCH PROJECTS AND COLLABORATIVE EFFORTS WITH OTHER RESEARCHERS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION PROGRAM DEVELOPING THE NEXT GENERATION OF LEADERS THAT RESPECT AND VALUE THE WORLD'S OCEANS AND INHABITANTS IS AN ESSENTIAL COMPONENT OF PWF'S EDUCATION PROGRAM, WHICH PROVIDES THOUGHTFULLY CRAFTED, SCIENCE-BASED OPPORTUNITIES FOR THE PUBLIC TO CONNECT WITH AND APPRECIATE MARINE ECOSYSTEMS WHILE INSPIRING ENVIRONMENTAL STEWARDSHIP. WHILE 2020 PRESENTED SIGNIFICANT CHALLENGES IN OFFERING THE HIGH-QUALITY, ENGAGING PROGRAMMING OF PRE-PANDEMIC DAYS, PIVOTING TO COVID-SAFE PRACTICES FOR PARTICIPANTS AND STAFF ENCOURAGED EXCITING INNOVATIONS IN HOW WE SHARE OUR EDUCATION PROGRAM. PHYSICAL DISTANCING RESTRICTIONS, WHILE DAUNTING IN THEIR LIMITATIONS, FORCED STAFF TO REINVENT COMMUNICATION AND OUTREACH STRATEGIES THAT ULTIMATELY EXPANDED OUR REACH THROUGH A SERIES OF VIRTUAL AND HYBRID ADAPTATIONS OF POPULAR PROGRAMS SUCH AS OCEAN CAMP, KEIKI WHALEWATCH AND OTHER CLASSROOM-CENTRIC OFFERINGS. KEIKI WHALEWATCH ENJOYED REMARKABLE SUCCESS, IMPACTING A TOTAL OF 3,700 STUDENTS BEFORE THE PANDEMIC CUT THE SEASON SHORT BY ONE MONTH. FOR THE THIRD CONSECUTIVE YEAR, PWF EDUCATORS BROUGHT THE PROGRAM TO STUDENTS ON THE NEIGHBORING ISLANDS OF MOLOKA'I AND LANA'I; 2020 ALSO MARKED THE FIRST YEAR THE PROGRAM INCLUDED MOLOKA'I MIDDLE AND HIGH SCHOOL STUDENTS. IN ADDITION, OUR INFLATABLE HUMPBACK WHALE, 'OHANA, DEBUTED AT FIVE LOCAL SCHOOLS FOR THE FIRST TIME. THE LIFE-SIZE TEACHING TOOL OFFERED 367 STUDENTS A RARE EDUCATIONAL EXPERIENCE - EXPLORING THE INTERNAL WORKINGS OF A HUMPBACK WHALE. PWF'S EDUCATION TEAM INTRODUCED TWO NEW VARIANTS OF THE IMMENSELY POPULAR OCEAN CAMP PROGRAM IN RESPONSE TO THE STRICT COVID GUIDELINES IN PLACE AT THE TIME. VIRTUAL OCEAN CAMP AND OCEAN CAMP: FROM SCREEN TO SEA PROVIDED CAMPERS GRADES 1-5 WITH FUN, ENGAGING AND COLLABORATIVE EDUCATIONAL ACTIVITIES SIMILAR TO TRADITIONAL OCEAN CAMP PROGRAMMING UTILIZING A 'SAFER-AT-HOME' VIDEO CONFERENCING PLATFORM. THE HYBRID PROGRAM, OCEAN CAMP: FROM SCREEN TO SEA, FEATURED A WEEK OF VIRTUAL INSTRUCTION AND ACTIVITIES LED BY QUALIFIED EDUCATORS, CULMINATING WITH AN IN-PERSON SNORKEL TRIP ON A PACWHALE ECO-ADVENTURES VESSEL DESIGNED TO BRING WHAT THEY LEARNED TO LIFE. TO MAINTAIN CONTINUITY, OCEAN CAMP ENROLLMENT SHIFTED FROM DAILY TO WEEKLY WITH SIX WEEKS OF VIRTUAL OCEAN CAMP AND THREE WEEKS OF OCEAN CAMP FROM SCREEN TO SEA REACHING A TOTAL OF 178 CAMPERS FROM THREE HAWAIIAN ISLANDS, NINE US STATES AND FIVE DIFFERENT TIME ZONES. THE FIRST TWO WEEKS OF THE VIRTUAL OCEAN CAMP PROGRAM WERE OFFERED FREE OF CHARGE; ALL REMAINING WEEKS OF PROGRAMMING FOR THE YEAR WERE OFFERED AT SUBSIDIZED RATES. THE SHIFT FROM EXCLUSIVELY IN-PERSON TO LARGELY VIRTUAL PROGRAMMING ALLOWED PWF EDUCATORS TO MAINTAIN CONNECTIONS WITH OUR LOCAL AND GLOBAL COMMUNITY. PARTICIPANTS LEARNED ABOUT MARINE LIFE THROUGH A VARIETY OF LIVE AND PRE- RECORDED LESSONS AND ACTIVITIES EASILY CONDUCTED AT HOME UTILIZING SIMPLE HOUSEHOLD MATERIALS. LIVE SESSIONS ENCOURAGED VIEWERS TO INTERACT WITH AND ASK QUESTIONS OF THE PRESIDING EDUCATOR. THESE INNOVATIVE ONLINE LESSONS AND VIRTUAL PRESENTATIONS BOAST A COMBINED TOTAL OF 3,518 VIEWS TO DATE AND WILL CONTINUE EXPANDING OUR REACH GLOBALLY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CONSERVATION PROGRAM THROUGH OUR CONSERVATION PROGRAM, PWF DEVELOPS AND ADVOCATES FOR SCIENCE- BASED SOLUTIONS TO MAJOR STRESSORS ON WHALES AND DOLPHINS THAT ALIGN WITH ENVIRONMENTAL, ECONOMIC AND COMMUNITY VALUES. USING CUTTING-EDGE DATA GLEANED FROM OUR RESEARCH FINDINGS, WE STRIVE TO POSITIVELY INFLUENCE POLICY AT ALL LEVELS OF GOVERNMENT BY CREATING AGENDAS AND MOBILIZING COMMUNITY SUPPORT FOR OUR OCEAN CONSERVATION EFFORTS. THE CONSERVATION TEAM ALSO HAD TO REEXAMINE COMMUNICATION PRACTICES AND PROCEDURES IN ORDER TO STAY THE COURSE. AFTER CONSIDERABLE ADJUSTMENTS AND ADAPTATIONS, THE CONSERVATION PROGRAM NOT ONLY CONTINUED, IT FLOURISHED. SHIFTING TO VIRTUAL AND ONLINE MESSAGING INCLUDING WEBINARS, FACEBOOK LIVE PRESENTATIONS AND A ROBUST SERIES OF METICULOUSLY RESEARCHED ARTICLES RESULTED IN AN INCREASED REACH WITH IMPROVED EFFECTIVENESS IN CONSERVATION ADVOCACY. PWF RESEARCH AND CONSERVATION CAME TOGETHER TO CREATE A SCIENCE- BASED POLICY AGENDA THAT IDENTIFIES THE MAJOR STRESSORS IMPACTING WHOLE POPULATIONS OF WHALES AND DOLPHINS GLOBALLY, INCLUDING MARINE DEBRIS, VESSEL TRAFFIC, FISHERIES INTERACTIONS, UNDER REGULATED TOURISM, AND CLIMATE CHANGE. CONSERVATION LAUNCHED AN ARTICLE SERIES ENTITLED MAKING WAVES: POLICIES TO PROTECT THE OCEAN THAT UNDERSCORES OUR AGENDA WHILE FURTHER EDUCATING SUPPORTERS. BUILDING ON OUR REPUTATION AS INDUSTRY EXPERTS AND INTERNATIONAL ADVOCACY THOUGHT LEADERS, THE MAKING WAVES SERIES EXAMINES MAJOR STRESSORS ON WHALES AND DOLPHINS, HIGHLIGHTS RELATED POLICIES THAT EXIST AT THE STATE, NATIONAL AND INTERNATIONAL LEVEL, AND CHRONICLES PWF'S PAST, CURRENT AND FUTURE EFFORTS TO EFFECTIVELY MITIGATE THESE THREATS. CONSERVATION'S OVERARCHING PRIORITIES FOR 2020 AND BEYOND INCLUDE ADDRESSING SINGLE-USE PLASTIC POLLUTION, PROMOTING BEST PRACTICES FOR WILDLIFE WATCHING TOURISM, FOSTERING AWARENESS ABOUT CLIMATE CHANGE AND RESULTANT RISING OCEAN TEMPERATURES, REDUCING SHIP STRIKES INVOLVING WHALES, AND THE ACCIDENTAL CATCH OF WHALES AND DOLPHINS IN COMMERCIAL FISHING OPERATIONS. OVER THE LAST SEVERAL YEARS, OUR CONSERVATION PROGRAM HAS ACTIVELY STUDIED THE GLOBAL ACCUMULATION OF PLASTIC DEBRIS ON OUR BEACHES AND ADVOCATED FOR THE ELIMINATION OR REDUCTION OF SINGLE-USE PLASTICS, WHICH SUPPORTED MAUI COUNTY IN PASSING SWEEPING LEGISLATION BANNING THE SALE AND DISTRIBUTION OF PLASTIC DISPOSABLE FOOD-WARE, EFFECTIVE JANUARY 1, 2022. PWF'S ADVOCACY EFFORTS ALSO CONTRIBUTED TO THE REVERSAL OF A CONTROVERSIAL 'SOLUTION' IN RESPONSE TO THE JUNE 2020 DISCOVERY OF TWO 70-YEAR-OLD UNDETONATED ORDINANCES (UXOS) INSIDE MOLOKINI'S MARINE LIFE CONSERVATION DISTRICT. THE STATE OF HAWAI'I SUGGESTED CONDUCTING A REMOTE DETONATION CAPABLE OF CAUSING TREMENDOUS HARM TO MOLOKINI'S FRAGILE ECOSYSTEM. PWF WROTE TO STATE REPRESENTATIVES AND RELEVANT AGENCIES OUTLINING THE POTENTIAL DESTRUCTION TO THE ENVIRONMENT AND URGING THEM TO CONSIDER ALTERNATIVES. ACCORDING TO THE DEPARTMENT OF LAND AND NATURAL RESOURCES, PUBLIC FEEDBACK LED TO STATE GOVERNMENT'S DECISION TO LEAVE THE UXOS UNDISTURBED AND OUR FRAGILE ECO SYSTEM UNHARMED. PWF PRESENTED AT THE 27TH ANNUAL HAWAI'I CONSERVATION CONFERENCE ON THE NECESSITY, REPLICABILITY AND SUCCESS OF PWF'S COASTAL MARINE DEBRIS MONITORING PROGRAM. AS THE MODERATOR OF THE COLLABORATIVE CONSERVATION SESSION, PWF CONNECTED WITH CONFERENCE ATTENDEES TO BUILD A NETWORK OF PARTNERSHIPS ACROSS THE ISLANDS.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SEA SPORT CRUISES

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$5.31$1.06$2.49$3.96$1.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$5.35$3.21$4.77$4.21$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$4.84$4.98$3.25$3.16$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.24$5.21$4.20$2.21$1.99
2020Detailed filing. Detailed filing data is available for this year.$2.11$2.21$0.09$2.22$2.12$0.10
2019Summary only. Only limited summary data is available for this year.$3.36$2.17$1.19$1.82$1.98$0.16
2018Summary only. Only limited summary data is available for this year.$1.10$1.86$0.75$1.56$1.83$0.27
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$1.45$1.08$1.60$1.57$0.03
2016Summary only. Only limited summary data is available for this year.$1.62$1.34$0.27$1.39$1.57$0.18
2015Summary only. Only limited summary data is available for this year.$0.99$0.85$0.14$1.00$1.39$0.39
2014Summary only. Only limited summary data is available for this year.$0.71$0.37$0.34$1.27$1.52$0.24
2013Summary only. Only limited summary data is available for this year.$1.55$0.75$0.80$1.19$1.24$0.05
2012Summary only. Only limited summary data is available for this year.$2.08$1.29$0.79$4.05$4.45$0.40
2011Summary only. Only limited summary data is available for this year.$2.44$1.26$1.19$3.90$4.18$0.27