Orca Network EIN 91-2168027 Form 990 (PDF) Claim this org

Orca Network FY2021 filing

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Educates the public and supports scientific study of whales, dolphins, and their ocean homes. For fiscal year 2021 it reported $707K in revenue, $568K in expenses, and $683K in net assets.Pt I

Type
Public charity (501(c)(3)) · Animals
Location
Freeland, WA
Website
www.orcanetwork.org
Filings
5 on file (2020–2021)
Revenue
$707KFY2021
Expenses
$568K
Net assets
$683K
People
8
Filings
5
Updates
0
More identity details & actions ⌄
EIN  91-2168027 Public charity (501(c)(3)) Freeland, WA
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$1–10M
What they do
Educates the public and supports scientific study of whales, dolphins, and their ocean homes.
Leadership
Susan Berta · Executive Di · $56K
Money in and out
$707K revenue, $568K expenses
Bottom line
91% program efficiency
Where the money goes · FY2021
Total revenue
$707K
Pt VIII · Ln 12
Total expenses
$568K
Pt IX · Ln 25
Net assets
$683K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $139K
Where spending went · Part IX cols B–D
Program services $0.91 Management & general $0.09
Program efficiency
91%
of spending reaches programs
Operating runway
12.9mo
months of highly liquid reserves at operating expense rate
Surplus margin
+20%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$707K
FY2021▲ +9%
Expenses
$568K
FY2021▼ -4%
Total assets
$687K
FY2021▲ +26%
Total liabilities
$4K
FY2021▲ +66%
Total revenue
$707K
Pt VIII · Ln 12
Total expenses
$568K
Pt IX · Ln 25
Net assets
$683K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$139K
Total assetsPt X · Ln 16$687K
Program-expense ratioPt IX · col B91%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49
Mission & Programs · Part III

Where the work happens

3 program services account for $516K of program spending, described in the organization's own filed words · FY2021.
01

Whale Sighting Network and Orcasound Listening Project

The whale sighting network provided researchers, government agencies, and the public with detailed whale sighting reports gathered by staff, volunteers and the general public. Through our continued involvement with the orcasound listening project we provide researchers, government agencies, and the public with the ability to monitor…

$272Kprogram expense
02

Langley Whale Center

The langley whale center served 14,535 visitors in 2021, as we were closed due to COVID-19 for three months, and at limited capacity the remainder of the year. But we continued with our monthly youth activities online, which increased participation two or threefold seventeen youth zoom activities were held, reaching over 400 children.

$127Kprogram expense
03

Education, Events and Outreach

Education coordinator, staff and volunteers coordinated orca network events and presentations, continuing with online education platforms during the COVID-19 months in 2021. Staff educated hundreds of school students of all ages, conducted field trips, and trained pods of volunteers to do outreach through regional fairs, festivals and…

$118Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COrca Network
EINHdr · item D91-2168027
Principal addressHdr · item CFreeland, WA
WebsiteHdr · item Jwww.orcanetwork.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MWA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFAnimals (D30)
Ruling yearIRS BMFMay 2002

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b9
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Di
$56,280Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Susan Berta’s $69K as Executive Di is at the 20th percentile of top reported officer pay among 1132 $1–10M animals 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Susan Berta$69,127$68,192$56,437$56,280$55,610
Howard Garrett$12,000$12,000

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.

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Statement of Revenue

Part VIII
Contributions & grants$595K · 84%
Program service revenue$111K · 16%
Contributions & grants84%$595K
Program service revenue16%$111K
Investment income$281
Other revenue$409
— government grantsLn 1e$48K
Total revenueLn 12$707K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.91 Management & general $0.09
Program services91%$516K
Management & general9%$52K
Total functional expensesLn 25$568K

Balance Sheet

Part X · end of year
CashLn 1$609K
Total assetsLn 16$687K
Total liabilitiesLn 26$4K
Total net assetsLn 32$683K
Months of cash on handcomputed12.9

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $609K · Operating expenses (Pt IX) $568K · Less non-cash grants $100 · Cash operating expenses/yr $568K
12.9 months
Where the money goes
Program services
Program services $516K · Total expenses $568K
91%
Management & General
Management & general $52K · Total expenses $568K
9%
Fundraising
Fundraising $0 · Total expenses $568K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $522K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $595K · Total revenue $707K
84%
Government reliance
Government grants $48K · Total revenue $707K
7%
Earned-income share
Program service revenue $111K · Total revenue $707K
16%
Investment reliance
Investment income $281 · Total revenue $707K
+0.04%
Program self-sufficiency
Program service revenue $111K · Total expenses $568K
20%
Growth & trend
Revenue growth (YoY)
This year $707K · Prior year $647K
+9%
Net-asset trend (YoY)
End of year $683K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $707K · Expenses $568K
+20%
Liabilities-to-Assets
Total liabilities — · Total assets $687K
Net-asset ratio
Net assets $683K · Total assets $687K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $687K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Susan Berta · Reported title EXECUTIVE DI · Highest reported compensation $56K · Total expenses $568K
10%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $247K · Total expenses $568K
43%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 91%
Overhead ratio 9%
Fundraising cost ratio 0%
Revenue growth 9%
Accounting fee ratio 0.2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 10 funders →
Grants paid · 5 grants · $973K · 2020–2024
Beam Reach SpcFY2024$180,000
Beam Reach SpcFY2023$180,000
Beam Reach SpcFY2022$180,000
Beam Reach SpcFY2021$184,725
Beam Reach SpcFY2020$248,649

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$1.2M revenue · ⤓ 990 PDF
FY2023$851K revenue · ⤓ 990 PDF
FY2022$1.0M revenue · ⤓ 990 PDF
FY2021$707K revenue · viewing · ⤓ 990 PDF
FY2020$647K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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