WHALE MUSEUM: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHALE MUSEUM (EIN 91-1007501)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-28
- IRS object ID
- 202413029349301316
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-28T12:19:44-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911433436 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE KENNEDY MCCULLOCH CPAS PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CAINES ST STE A | AddressLine1Txt |
| City | FRIDAY HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982500971 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911007501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHALE MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHAL | BusinessNameControlTxt |
| Phone | 3603784710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 945 | AddressLine1Txt |
| City | FRIDAY HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD OSBORNE PHD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3603784710 | PhoneNum |
| Signature | 2024-10-18 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES MILES | PreparerPersonNm |
| PTIN | P00119643 | PTIN |
| Phone | 3603782496 | PhoneNum |
| Preparation | 2024-10-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHALE MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD OSBORNE PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1628 | AddressLine1Txt |
| City | FORKS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,432,739 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WHALEMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE WHALE MUSEUM'S MISSION IS TO PROMOTE STEWARDSHIP OF WHALES AND THE SALISH SEA ECOSYSTEM THROUGH EDUCATION AND RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 103 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $703,617 | PYContributionsGrantsAmt |
| CY Contributions Grants | $876,047 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $205,619 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $238,127 | CYProgramServiceRevenueAmt |
| PY Investment Income | $85 | PYInvestmentIncomeAmt |
| CY Investment Income | $61 | CYInvestmentIncomeAmt |
| PY Other Revenue | $180,604 | PYOtherRevenueAmt |
| CY Other Revenue | $196,685 | CYOtherRevenueAmt |
| PY Total Revenue | $1,089,925 | PYTotalRevenueAmt |
| CY Total Revenue | $1,310,920 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $746,549 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $845,325 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $125,841 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $350,945 | PYOtherExpensesAmt |
| CY Other Expenses | $463,361 | CYOtherExpensesAmt |
| PY Total Expenses | $1,097,494 | PYTotalExpensesAmt |
| CY Total Expenses | $1,308,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,258,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,222,229 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $301,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $261,662 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $956,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $960,567 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WHALE MUSEUM'S MISSION IS TO PROMOTE STEWARDSHIP OF WHALES AND THE SALISH SEA ECOSYSTEM THROUGH EDUCATION AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,126,202 | ExpenseAmt |
| Desc | THE WHALE MUSEUM CONTINUED TO SUPPORT ITS MISSION DESPITE THE CONTINUED IMPACTS OF THE PANDEMIC. THE MUSEUM'S GALLERY OF WHALES REMAINED TO BE AN IMPORTANT FOCAL POINT IN DISSEMINATING OUR MESSAGE OF CONSERVATION AND STEWARDSHIP OF THE SALISH SEA AND ITS WILDLIFE TO OUR GUESTS. THE NUMBER OF VISITORS WHO TOURED THE MUSEUM INCREASED TO 25,683. FACILITIES PROJECTS MAINTAINED ACCESSIBILITY, USABILITY, AND COMFORT FOR VISITORS, RESEARCHERS, AND STAFF. IT UPGRADES CONTINUED TO HELP SAFEGUARD THE SECURITY OF OUR COMPUTER SYSTEMS, INFORMATION, AND RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL PROGRAMS, IN-PERSON AND VIRTUAL, SERVED MORE THAN 3,515 TEACHERS, STUDENTS, AND LAY NATURALISTS THROUGH 196 PROGRAMS, TOURS AND WORKSHOPS FOCUSED ON MARINE SCIENCE, LOCAL ECOLOGY, AND HISTORY. AT LEAST 1,029 PARTICIPANTS WERE CHILDREN. VIRTUAL PROGRAM REQUESTS INCREASED SIGNIFICANTLY WHEREBY WE REACHED A MUCH BROADER AUDIENCE WITH OUR MISSION. THIS EQUATED TO OVER 165 PROGRAM HOURS AND AMONG THE MANY GROUPS SERVED, INCLUDED 60 AMERICAN CRUISE LINE GROUPS, 42 ROAD SCHOLAR GROUPS, AND 6 BACKROAD GROUPS. THE MUSEUM ALSO HELD EVENTS INCLUDING GEAR UP AND GEAR DOWN WORKSHOPS FOR NATURALISTS, LECTURES, AND THREE MARINE NATURALIST TRAINING PROGRAMS. THE OREA ADOPTION PROGRAM REMAINED ONE OF THE MOST POPULAR TWM PROGRAMS REFLECTING GENEROUS ENGAGEMENT BY THE PUBLIC. IT PROVIDED EDUCATION PACKETS ABOUT INDIVIDUAL MEMBERS OF THE ENDANGERED SOUTHERN RESIDENT OREA COMMUNITY TO APPROXIMATELY NEW 2,000 ORCA ADOPTERS. THE TOTAL NUMBER OF MEMBERSHIPS AND ORCA ADOPTIONS CONSTITUTED 2,200,. INCLUDING 30 CLASSROOMS AND 100 FAMILY ADOPTIONS. THE MUSEUM'S MONTHLY E-NEWS WAS SENT ON AVERAGE TO AN AVERAGE OF 21,500 SUBSCRIBERS. THE PRINTED CETUS NEWSLETTERS WERE PUBLISHED IN THE SPRING AND FALL AND SENT TO APPROXIMATELY 4,500 MUSEUM MEMBERS AND ASSOCIATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE WHALE MUSEUM'S SCIENTIFIC RESEARCH PROGRAMS INCLUDED SOUNDWATCH (EDUCATION AND RESEARCH) WHICH OPERATED ON THE WATER FROM MAY-SEPTEMBER FOR 101 DAYS. SOUNDWATCH SPENT 492 HOURS MONITORING MARINE MAMMALS, 645 HOURS ON THE WATER TRAVELING 3,560 NAUTICAL MILES, AND CONTACTED 1,380 PEOPLE IN EDUCATIONAL OUTREACH. SAN JUAN COUNTY MARINE MAMMAL STRANDING NETWORK (SJCMMSN) RESPONDED TO 131 STRANDING CALLS, COMPLETED 96 FIELD INVESTIGATIONS, AND CONDUCTED 11 NECROPSIES ON DECEASED MARINE MAMMALS. SJCMMSN GAVE SEVERAL PRESENTATIONS IN LOCAL CLASSROOMS ON SALISH SEA MARINE MAMMOLOGY. IN COLLABORATION WITH THE SJCMMSN, SOUNDWATCH CONDUCTED 192 HOURS OF AND HOSTED NEARLY 16 PUBLIC DOCK TALKS, AN OFF-WATER PUBLIC EDUCATION PLATFORM WITH VISUAL AIDS AND OUTREACH MATERIALS FOR DISTRIBUTION. TOGETHER WITH THE SOUNDWATCH PROGRAM, SJCMMSN PUBLISHED 2 PEER-REVIEWED ARTICLES. THE WHALE MUSEUM'S SIGHTINGS NETWORK ADDED OVER 11,500 REPORTS TO THE SIGHTINGS ARCHIVE. THESE REPORTS ARE THE RESULT OF THE ONGOING COLLABORATION BETWEEN DATA-SHARING PARTNERS, STATE/FEDERAL RESEARCH ORGANIZATIONS, THE WHALE HOTLINE, THE WHALE MUSEUM STAFF, AND THE EFFORTS OF THE PUBLIC AND OTHER VOLUNTEERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,126,202 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER SMITH FIN OPS MANAGER | PersonNm |
| Phone | 3603474710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 1ST ST N | AddressLine1Txt |
| City | FRIDAY HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD OSBORNE PHD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANTE AUBERT | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY HEACOX | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHELLY ALAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN CARLSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GETTING | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MIKE AIELLO | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FRANK CREGOR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $4,632 | MembershipDuesAmt |
| All Other Contributions | $871,415 | AllOtherContributionsAmt |
| Total Contributions | $876,047 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MUSEUM ADMISSIONS | 541700 | $188,761 | $188,761 |
| TUITIONS | 713990 | $37,866 | $37,866 |
| TOURS | 611600 | $11,500 | $11,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $238,127 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $69,327 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,327 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $249,177 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $121,819 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,358 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,310,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,419 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $238,127 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,166 | TotalAmt |
| Program Services | $595,991 | ProgramServicesAmt |
| Management And General | $28,047 | ManagementAndGeneralAmt |
| Fundraising | $77,128 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,473 | TotalAmt |
| Program Services | $57,893 | ProgramServicesAmt |
| Management And General | $5,003 | ManagementAndGeneralAmt |
| Fundraising | $8,577 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,686 | TotalAmt |
| Program Services | $57,422 | ProgramServicesAmt |
| Management And General | $6,542 | ManagementAndGeneralAmt |
| Fundraising | $8,722 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,194 | TotalAmt |
| Program Services | $58,010 | ProgramServicesAmt |
| Management And General | $592 | ManagementAndGeneralAmt |
| Fundraising | $592 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,009 | TotalAmt |
| Program Services | $16,568 | ProgramServicesAmt |
| Fundraising | $1,441 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,445 | TotalAmt |
| Program Services | $52,057 | ProgramServicesAmt |
| Management And General | $4,526 | ManagementAndGeneralAmt |
| Fundraising | $18,862 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,894 | TotalAmt |
| Program Services | $15,716 | ProgramServicesAmt |
| Management And General | $1,194 | ManagementAndGeneralAmt |
| Fundraising | $2,984 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,894 | TotalAmt |
| Program Services | $33,113 | ProgramServicesAmt |
| Management And General | $3,988 | ManagementAndGeneralAmt |
| Fundraising | $2,793 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,619 | TotalAmt |
| Program Services | $42,619 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,956 | TotalAmt |
| Program Services | $6,445 | ProgramServicesAmt |
| Management And General | $795 | ManagementAndGeneralAmt |
| Fundraising | $716 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,825 | TotalAmt |
| Program Services | $8,252 | ProgramServicesAmt |
| Management And General | $590 | ManagementAndGeneralAmt |
| Fundraising | $983 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,916 | TotalAmt |
| Program Services | $124,235 | ProgramServicesAmt |
| Management And General | $410 | ManagementAndGeneralAmt |
| Fundraising | $271 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,523 | TotalAmt |
| Program Services | $23,913 | ProgramServicesAmt |
| Management And General | $3,543 | ManagementAndGeneralAmt |
| Fundraising | $2,067 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES & SUPPLI | $21,778 | $20,471 | $871 | $436 |
| PERMITS & LICENSES | $7,116 | $6,689 | $285 | $142 |
| EQUIPMENT RENTAL | $5,245 | $4,930 | $210 | $105 |
| MEMBERSHIP DUES | $1,020 | $959 | $41 | $20 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927 | TotalAmt |
| Program Services | $919 | ProgramServicesAmt |
| Management And General | $6 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,308,686 | TotalAmt |
| Program Services | $1,126,202 | ProgramServicesAmt |
| Management And General | $56,643 | ManagementAndGeneralAmt |
| Fundraising | $125,841 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,630 | BOYAmt |
| EOY | $452,512 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,368 | BOYAmt |
| EOY | $62,993 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,786 | BOYAmt |
| EOY | $87,879 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,466 | BOYAmt |
| EOY | $7,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,474,126 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $863,776 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,978 | BOYAmt |
| EOY | $610,350 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $590 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,258,228 | BOYAmt |
| EOY | $1,222,229 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,111 | BOYAmt |
| EOY | $13,596 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,339 | BOYAmt |
| EOY | $248,066 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,450 | BOYAmt |
| EOY | $261,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,778 | BOYAmt |
| EOY | $960,567 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,778 | BOYAmt |
| EOY | $960,567 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,258,228 | BOYAmt |
| EOY | $1,222,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,234 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,555 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $232,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $486,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $703,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,047 | CurrentTaxYearAmt |
| Total | $2,544,007 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $232,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $486,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $703,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,047 | CurrentTaxYearAmt |
| Total | $2,544,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,544,007 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $566,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $564,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $727,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $238,127 | CurrentTaxYearAmt |
| Total | $2,300,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,845,006 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,407,141 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 2,062,872 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $368,015 | OtherCostOrOtherBasisAmt |
| Book Value | $368,015 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,106,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $863,776 | DepreciationAmt |
| Book Value | $242,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $610,350 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING | Event1Nm |
| Gross Receipts Event1 | $69,327 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $69,327 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $69,327 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $69,327 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $69,327 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4B | EDUCATIONAL PROGRAMS, IN-PERSON AND VIRTUAL, SERVED MORE THAN 3,515 TEACHERS, STUDENTS, AND LAY NATURALISTS THROUGH 196 PROGRAMS, TOURS AND WORKSHOPS FOCUSED ON MARINE SCIENCE, LOCAL ECOLOGY, AND HISTORY. AT LEAST 1,029 PARTICIPANTS WERE CHILDREN. VIRTUAL PROGRAM REQUESTS INCREASED SIGNIFICANTLY WHEREBY WE REACHED A MUCH BROADER AUDIENCE WITH OUR MISSION. THIS EQUATED TO OVER 165 PROGRAM HOURS AND AMONG THE MANY GROUPS SERVED, INCLUDED 60 AMERICAN CRUISE LINE GROUPS, 42 ROAD SCHOLAR GROUPS, AND 6 BACKROAD GROUPS. THE MUSEUM ALSO HELD EVENTS INCLUDING GEAR UP AND GEAR DOWN WORKSHOPS FOR NATURALISTS, LECTURES, AND THREE MARINE NATURALIST TRAINING PROGRAMS. THE OREA ADOPTION PROGRAM REMAINED ONE OF THE MOST POPULAR TWM PROGRAMS REFLECTING GENEROUS ENGAGEMENT BY THE PUBLIC. IT PROVIDED EDUCATION PACKETS ABOUT INDIVIDUAL MEMBERS OF THE ENDANGERED SOUTHERN RESIDENT OREA COMMUNITY TO APPROXIMATELY NEW 2,000 ORCA ADOPTERS. THE TOTAL NUMBER OF MEMBERSHIPS AND ORCA ADOPTIONS CONSTITUTED 2,200,. INCLUDING 30 CLASSROOMS AND 100 FAMILY ADOPTIONS. THE MUSEUM'S MONTHLY E-NEWS WAS SENT ON AVERAGE TO AN AVERAGE OF 21,500 SUBSCRIBERS. THE PRINTED CETUS NEWSLETTERS WERE PUBLISHED IN THE SPRING AND FALL AND SENT TO APPROXIMATELY 4,500 MUSEUM MEMBERS AND ASSOCIATES. |
| FORM 990, PAGE 2, PART III, LINE 4C | THE WHALE MUSEUM'S SCIENTIFIC RESEARCH PROGRAMS INCLUDED SOUNDWATCH (EDUCATION AND RESEARCH) WHICH OPERATED ON THE WATER FROM MAY-SEPTEMBER FOR 101 DAYS. SOUNDWATCH SPENT 492 HOURS MONITORING MARINE MAMMALS, 645 HOURS ON THE WATER TRAVELING 3,560 NAUTICAL MILES, AND CONTACTED 1,380 PEOPLE IN EDUCATIONAL OUTREACH. SAN JUAN COUNTY MARINE MAMMAL STRANDING NETWORK (SJCMMSN) RESPONDED TO 131 STRANDING CALLS, COMPLETED 96 FIELD INVESTIGATIONS, AND CONDUCTED 11 NECROPSIES ON DECEASED MARINE MAMMALS. SJCMMSN GAVE SEVERAL PRESENTATIONS IN LOCAL CLASSROOMS ON SALISH SEA MARINE MAMMOLOGY. IN COLLABORATION WITH THE SJCMMSN, SOUNDWATCH CONDUCTED 192 HOURS OF AND HOSTED NEARLY 16 PUBLIC DOCK TALKS, AN OFF-WATER PUBLIC EDUCATION PLATFORM WITH VISUAL AIDS AND OUTREACH MATERIALS FOR DISTRIBUTION. TOGETHER WITH THE SOUNDWATCH PROGRAM, SJCMMSN PUBLISHED 2 PEER-REVIEWED ARTICLES. THE WHALE MUSEUM'S SIGHTINGS NETWORK ADDED OVER 11,500 REPORTS TO THE SIGHTINGS ARCHIVE. THESE REPORTS ARE THE RESULT OF THE ONGOING COLLABORATION BETWEEN DATA-SHARING PARTNERS, STATE/FEDERAL RESEARCH ORGANIZATIONS, THE WHALE HOTLINE, THE WHALE MUSEUM STAFF, AND THE EFFORTS OF THE PUBLIC AND OTHER VOLUNTEERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS SUBMITTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS ANNUALLY REVIEWS CONFLICT OF INTEREST STATEMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. A 2% COST OF LIVING SALARY INCREASE WAS APPLIED IN 2021 FROM 2020 SALARY LEVEL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST, THE WHALE MUSEUM WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | TRUP UPS 1,555 |
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