Totals
- Total revenue
- $663,230
- Total expenses
- $616,159
- Contributions and grants received
- $641,823
- Grants paid
- $12,500
- Program service revenue
- $0
- Investment income
- $11,737
- Other revenue
- $9,670
- Total assets, end of year
- $785,373
- Total liabilities, end of year
- $165,285
- Net assets or fund balances, end of year
- $620,088
- Program services expenses (Part IX)
- $484,370
- Management and general expenses
- $107,969
- Fundraising expenses
- $23,820
- Program service expenses (Part III)
- $484,370
Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$641,823
-
3 · Investment income
total $11,737 · excluded $11,737
-
10a · Gross sales of inventory
$23,439
-
10b · Cost of goods sold
$13,769
-
10c · Net income from sales of inventory
total $9,670 · related or exempt $9,670
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,500 · program services $7,500
-
2 · Grants to domestic individuals
total $5,000 · program services $5,000
-
5 · Compensation of officers, directors and key employees
total $55,815 · program services $33,861 · management and general $17,074 · fundraising $4,880
-
7 · Other salaries and wages
total $93,907 · program services $56,970 · management and general $28,727 · fundraising $8,210
-
8 · Pension plan contributions
total $2,117 · program services $1,284 · management and general $648 · fundraising $185
-
9 · Other employee benefits
total $6,750 · program services $4,311 · management and general $2,020 · fundraising $419
-
10 · Payroll taxes
total $13,212 · program services $8,015 · management and general $4,042 · fundraising $1,155
-
11c · Fees: accounting
total $19,495 · management and general $19,495
-
11g · Fees: other
total $65,484 · program services $61,784 · fundraising $3,700
-
12 · Advertising and promotion
total $12,783 · program services $12,615 · fundraising $168
-
13 · Office expenses
total $14,471 · program services $7,348 · management and general $6,313 · fundraising $810
-
14 · Information technology
total $1,996 · program services $984 · management and general $1,012
-
16 · Occupancy
total $28,426 · program services $28,426
-
20 · Interest
total $4,487 · management and general $4,487
-
22 · Depreciation, depletion and amortization
total $8,274 · management and general $8,274
-
23 · Insurance
total $6,843 · program services $2,478 · management and general $4,365
-
24a · Other expenses: MEALS AND TRAVEL
total $108,640 · program services $106,818 · management and general $769 · fundraising $1,053
-
24b · Other expenses: RESEARCH GRANT EXPENSES
total $68,962 · program services $68,962
-
24c · Other expenses: RESEARCH COSTS
total $55,534 · program services $55,534
-
24d · Other expenses: EDUCATION EXPENSE
total $17,432 · program services $9,390 · management and general $5,929 · fundraising $2,113
-
24e · All other expenses
total $19,031 · program services $13,090 · management and general $4,814 · fundraising $1,127
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $93,429 · end of year $95,764
-
2 · Savings and temporary cash investments
beginning of year $579,659 · end of year $633,227
-
8 · Inventories for sale or use
beginning of year $28,412 · end of year $31,123
-
9 · Prepaid expenses and deferred charges
beginning of year $2,474 · end of year $2,474
-
10a · Land, buildings and equipment: cost or other basis
$130,250
-
10b · Land, buildings and equipment: accumulated depreciation
$111,976
-
10c · Land, buildings and equipment, net
beginning of year $26,501 · end of year $18,274
-
11 · Investments: publicly traded securities
beginning of year $4,231 · end of year $4,231
-
15 · Other assets
beginning of year $280 · end of year $280
-
17 · Accounts payable and accrued expenses
beginning of year $12,069 · end of year $15,385
-
23 · Secured mortgages and notes payable
beginning of year $149,900 · end of year $149,900
-
27 · Net assets without donor restrictions
beginning of year $482,228 · end of year $537,006
-
28 · Net assets with donor restrictions
beginning of year $90,789 · end of year $83,082
Mission and programs · 2022
Mission
WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT.
-
HUMPBACK WHALE SONG STUDY-WHALE TRUST'S MISSION INCLUDES CONDUCTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. KEY RESEARCH INCLUDES INVESTIGATION INTO THE STRUCTURE AND FUNCTION OF HUMPBACK WHALE SONG ACROSS THE NORTH PACIFIC.
Expenses $70,595 · Revenue $204
-
HUMPBACK 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.
Expenses $109,634 · Grants $5,000 · Revenue $684
-
EDUCATION 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.
Expenses $279,054 · Revenue $8,679
-
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.
Expenses $25,087 · Grants $7,500 · Revenue $103
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Allen JonesALLEN JONES
CHAIRMAN/TRE
- Total calculated
- $0
- Hours/week
- 1
-
Richard Pat CochranRICHARD PAT COCHRAN
VICE-PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Karyn KunzelmanKARYN KUNZELMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Meagan Jones GrayMEAGAN JONES GRAY
EXECUTIVE DI
- Total calculated
- $54,775
- From this org
- $53,200
- From related orgs
- $0
- Other
- $1,575
- Hours/week
- 40
-
Charles Flip NicklinCHARLES FLIP NICKLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Norman Estin MDNORMAN ESTIN MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Linda CaldwellLINDA CALDWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cathy MaxwellCATHY MAXWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brad Eichhorst MDBRAD EICHHORST MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
RESEARCH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349316250
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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