Whale Trust FY2020 filing

Tax-deductible

Puunene, HI501(c)(3)Since 2001Science & TechnologyEIN 91-2144632Revenue $544K in FY2020

On file with the IRSwhaletrust.orgPo Box 1360, 96784-1360 · Puunene, HITax-exempt since Jan 2002Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

Whale Trust supports and conducts scientific research, marine education, and conservation programs on marine mammals and their environment.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$41K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $181K a year · 26% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$41K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $163K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$32K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$544K
Spent
$460K
To programs
74%
Net assets
$282K
By yearFY2020–FY2024
Revenue
$544K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$544K
FY2021$561K
FY2022$572K
FY2023$663K
FY2024$1.2M
FY2024$754K
Expenses
$460K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$460K
FY2021$387K
FY2022$455K
FY2023$616K
FY2024$730K
FY2024$804K
Net assets
$282K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$282K
FY2021$456K
FY2022$573K
FY2023$620K
FY2024$1.1M
FY2024$1.1M

From the FY2020 Form 990 (year ending June 2020) · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $342K Management & general 18% · $85K Fundraising 7% · $33K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

11 people listed on the 990; $41K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Di
$41,200Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Chairmant/Tr
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Meagan Jones Gray’s $87K as Executive Di is at the 61st percentile of top reported officer pay among 312 $100K–1M science & technology nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Meagan Jones Gray$87,415$64,400$53,200$52,000$42,500$41,200

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Whale Trust executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports scientific research, education, and conservation for marine mammals and their environment.

Questions for Whale Trust

Tap to ask. Whale Trust sees how many people are interested.

Your first name shows with your question. Whale Trust answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $314K · in their own filed words · FY2019
01

Whale trust's mission is to broadly communicate the findings of research to the public. Whale trust fulfills that mission through community outreach events, school outreach programs, mentorship and internship programs for students.

$181Kprogram expense
02

Humpback whale song study-whale trust has supported research investigating song function through study of whale behavior in the hawaiian islands.

$70Kprogram expense
03

Female reproductive status and behavior on hawaiian breeding grounds-whale trust investigates how this status affects behavior patterns with males. Photographic and video illustration of humpback groups by focusing on photo and video documentation of whale behavior.

$63Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 12 funders →
Grants paid · 8 grants · $162K · 2019–2024
Unitemized GrantFY2024$85,176
Unitemized GrantFY2023$40,000
Unitemized GrantFY2023$2,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$544K
Ln 12
Gifts and grantsLn 1h$513K
Other incomeLn 4–11$28K
Investment incomeLn 3$3K
Money outPt IX
$460K
Ln 25
Programscol B$342K
Managementcol C$85K
Fundraisingcol D$33K
Owns and owesPt X
$282K
net assets · Ln 32
Cash and savingsLn 1–2$229K
Total assetsLn 16$314K
LiabilitiesLn 26$32K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$513K
Government grantsLn 1e$3K
Investment incomeLn 3$3K
Other incomeLn 4–11$28K
Total revenueLn 12$544K
Assets in detailPt X, end of year
CashLn 1$229K
Cash and savings togetherLn 1–2$229K
InvestmentsLn 11–13$4K
Land, buildings, equipmentLn 10c$48K
Total assetsLn 16$314K
LiabilitiesLn 26$32K
Net assetsLn 32$282K
OperationsPt I, VI
EmployeesI 55
VolunteersI 670
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$75K$229K
InvestmentsLn 11–13$41K$4K
Land, buildings, equipmentLn 10c$54K$48K
Total assetsLn 16$204K$314K
LiabilitiesLn 26$5K$32K
Net assetsLn 32$198K$282K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$18K$18K
Pay of current officers, directors and key staffLn 5$41K$14K$16K$11K
Other salaries and wagesLn 7$69K$24K$26K$19K
Payroll taxesLn 10$8K$3K$3K$2K
Accounting feesLn 11c$12K$12K
Advertising and promotionLn 12$8K$7K$387
Office expensesLn 13$9K$3K$6K$437
OccupancyLn 16$23K$22K$1K
TravelLn 17$20K$19K$2K
Conferences, conventions and meetingsLn 19$4K$4K
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$8K$2K$6K
Other expenses (24a–d)Ln 24$201K$201K
All other expensesLn 24e$28K$14K$14K$460
Total functional expensesLn 25$460K$342K$85K$33K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.2M$730K$485K$1.1M 990 PDF
FY2023 $663K$616K$47K$620K 990 PDF
FY2022 $572K$455K$117K$573K 990 PDF
FY2021 $561K$387K$174K$456K 990 PDF
FY2020 Viewing $544K$460K$84K$282K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $544,477 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $370,917$512,836
I-9 Program service revenue$0
I-10 Investment incomePrior year $536$3,168
I-11 Other revenuePrior year $41,268$28,473
I-12 Total revenuePrior year $412,721$544,477
I-13 Grants and similar amounts paidPrior year $39,500$17,500
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $133,655$118,221
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $287,751$324,687
I-18 Total expensesPrior year $460,906$460,408
I-19 Revenue less expensesPrior year −$48,185$84,069
Part VI · Governance 10 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $544,477 across 7 lines filed
Lines not itemized here account for $15,694 of total revenue; see the IRS return.
VIII-1e Government grants$3,000
VIII-1f All other contributions, gifts and grants$509,836
VIII-1h Total contributions, gifts and grants$512,836
VIII-3 Investment incomeExcluded from tax $3,168$3,168
VIII-8 Net income from fundraising eventsExcluded from tax $12,725$12,725
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $54$54
VIII-12 Total revenueRelated to mission $15,748 · Excluded from tax $15,893$544,477
Part IX · Statement of functional expenses $460,408 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $17,500$17,500
IX-5 Pay of current officers, directors and key staffPrograms $14,473 · Management $15,712 · Fundraising $11,165$41,350
IX-7 Other salaries and wagesPrograms $24,005 · Management $26,064 · Fundraising $18,518$68,587
IX-10 Payroll taxesPrograms $2,900 · Management $3,148 · Fundraising $2,236$8,284
IX-11c Accounting feesManagement $12,254$12,254
IX-12 Advertising and promotionPrograms $7,350 · Fundraising $387$7,737
IX-13 Office expensesPrograms $2,713 · Management $5,601 · Fundraising $437$8,751
IX-16 OccupancyPrograms $21,869 · Management $1,169$23,038
IX-17 TravelPrograms $18,546 · Management $1,569$20,115
IX-19 Conferences, conventions and meetingsPrograms $4,172$4,172
IX-22 Depreciation, depletion and amortizationPrograms $11,483$11,483
IX-23 InsurancePrograms $2,429 · Management $5,668$8,097
IX-24 Other expenses (24a–d)Programs $200,704$200,704
IX-24e All other expensesPrograms $14,278 · Management $13,598 · Fundraising $460$28,336
IX-25 Total functional expensesPrograms $342,422 · Management $84,783 · Fundraising $33,203$460,408
Part X · Balance sheet $313,712 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $74,655$229,107
X-8 Inventories for sale or useStart of year $30,477$28,752
X-9 Prepaid expenses and deferred chargesStart of year $3,504$3,557
X-10c Land, buildings and equipment, netStart of year $53,708$48,065
X-11 Publicly traded securitiesStart of year $41,163$4,231
X-16 Total assetsStart of year $203,507$313,712
X-17 Accounts payable and accrued expensesStart of year $5,405$4,856
X-26 Total liabilitiesStart of year $5,405$31,541
X-27 Net assets without donor restrictionsStart of year $198,102$282,171
X-32 Total net assets or fund balancesStart of year $198,102$282,171
X-33 Total liabilities and net assetsStart of year $203,507$313,712
Part XI · Reconciliation of net assets $282,171 net assets at year end
XI-1 Total revenue$544,477
XI-2 Total expenses$460,408
XI-3 Revenue less expenses$84,069
XI-4 Net assets at start of year$198,102
XI-10 Net assets at end of year$282,171

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.