CENTER FOR WHALE RESEARCH: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CENTER FOR WHALE RESEARCH (EIN 91-1334319)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-02-08
IRS object ID
201440399349300414
Schema version
2012v2.3
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

FieldValueIRS element (for citing)
Timestamp2014-02-08T13:58:18-06:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAKE KENNEDY MCCULLOCH CPAS PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1425 CAINES ST STE AAddressLine1
CityFRIDAY HARBORCity
StateWAState
ZIP Code982500971ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN911334319EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CENTER FOR WHALE RESEARCHBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCENTNameControl
Phone3603785835Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 CAINES STREET SUITE AAddressLine1
CityFRIDAY HARBORCity
StateWAState
ZIP Code98250ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKENNETH CBALCOMB IIIName
TitlePRESIDENTTitle
Phone3603785835Phone
Date Signed2014-02-01DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDONALD E COOPERName
Phone3603782496Phone
Date Prepared2014-02-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts428438GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWHALERESEARCH.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1986YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionTO PREPARE AND PUBLISH INVESTIGATIVE REPORTS ON MARINE MAMMALS .ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year17753ContributionsGrantsPriorYear
Contributions Grants Current Year26460ContributionsGrantsCurrentYear
Program Service Revenue Prior Year271198ProgramServiceRevenuePriorYear
Program Service Revenue CY401792ProgramServiceRevenueCY
Investment Income Prior Year354InvestmentIncomePriorYear
Investment Income Current Year186InvestmentIncomeCurrentYear
Other Revenue Prior Year39774OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year329079TotalRevenuePriorYear
Total Revenue Current Year428438TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year103157SalariesEtcPriorYear
Salaries Etc Current Year123862SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year200073OtherExpensePriorYear
Other Expenses Current Year238838OtherExpensesCurrentYear
Total Expenses Prior Year303230TotalExpensesPriorYear
Total Expenses Current Year362700TotalExpensesCurrentYear
Revenues Less Expenses Prior Year25849RevenuesLessExpensesPriorYear
Revenues Less Expenses CY65738RevenuesLessExpensesCY
Total Assets BOY580988TotalAssetsBOY
Total Assets EOY638346TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY580988NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY638346NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO PREPARE AND PUBLISH INVESTIGATIVE REPORTS ON MARINE MAMMALS .MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense361299Expense
DescriptionSTUDY OF KILLER WHALES AND THEIR HABITATS IN THE PACIFIC NORTHWEST.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
DescriptionSTUDY OF KILLER WHALES AND THEIR HABITATS IN THE PACIFIC NORTHWEST.Description
FieldValueIRS element (for citing)
Total Program Service Expense361299TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKENNEDY MCCULLOCH CPASNamePerson
Telephone Number3603782496TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1425 CAINES ST SUITE AAddressLine1
CityFRIDAY HARBORCity
StateWAState
ZIP Code98250ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
KENNETH C BALCOMB II
PRESIDENT35.00XX4456100
SCOTT BALCOMB
VICE PRESIDE0.10XX000
STEPHEN J BARTOK
DIRECTOR0.10X000
NICOLA BLOEDEL
DIRECTOR0.10X000
STEPHEN H CLARK
DIRECTOR0.10X000
RICK SMITH
DIRECTOR0.10X000
APRIL RODEGHEIR-SMIT
DIRECTOR0.10X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org44561TotalReportableCompFromOrg
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Federated Campaigns26460FederatedCampaigns
Total Contributions26460TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONTRACT-COM4541700263299263299
NMFS NWFSC5417008213182131
NMFS SWFSC5417005110951109
DEPT OF FISHERIES- CANADA54170052535253
FieldValueIRS element (for citing)
Total Program Service Revenue401792TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column186TotalRevenueColumn
Related Or Exempt Function Income186RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column428438TotalRevenueColumn
Related Or Exempt Function Income401978RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total82767Total
Program Services82767ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total7387Total
Program Services7387ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total33708Total
Program Services33708ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2802Total
Program Services1401ProgramServices
Management And General1401ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total83032Total
Program Services83032ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total6000Total
Program Services6000ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total11876Total
Program Services11876ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total102Total
Program Services102ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total44940Total
Program Services44940ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total2709Total
Program Services2709ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
ORCAS SURVEY2818628186
VESSEL MAINTENANCE1290412904
VESSEL CHARTER72007200
FUEL64076407

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total32680Total
Program Services32680ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total362700Total
Program Services361299ProgramServices
Management And General1401ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY36718BOY
EOY158098EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY258792BOY
EOY201553EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY600BOY
EOY600EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY150BOY
EOY150EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis787767LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec509822LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY278260BOY
EOY277945EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY6468BOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY580988BOY
EOY638346EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY580988BOY
EOY638346EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY580988BOY
EOY638346EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY580988BOY
EOY638346EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses65738ReconcilationRevenueExpenses
Reconcilation Prior Adjustment-8380ReconcilationPriorAdjustment
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years60673CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years70904CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years20875CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17753CurrentTaxYearMinus1Year
Current Tax Year26460CurrentTaxYear
Total196665Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years60673CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years70904CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years20875CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17753CurrentTaxYearMinus1Year
Current Tax Year26460CurrentTaxYear
Total196665Total
FieldValueIRS element (for citing)
Public Support Total170196665PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5021CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1418CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years445CurrentTaxYearMinus2Years
Total6884Total
FieldValueIRS element (for citing)
Total Support203549TotalSupport
Gross Receipts From Admissions Etc401978GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.96620PublicSupportPertcentage170
Public Support Pertcent Prior Year0.92610PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis787767OtherCostOrOtherBasis
Depreciation509822Depreciation
Book Value277945BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings277945TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ALL OTHER ACCOMPLISHMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DSTUDY OF KILLER WHALES AND THEIR HABITATS IN THE PACIFIC NORTHWEST.
RELATED PARTY INFORMATION AMONG OFFICERSFORM 990, PAGE 6, PART VI, LINE 2SCOTT BALCOMB KENNETH BALCOMB VICE-PRES PRESIDENT BROTHERS
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 PREPARED BY CPA AND REVIEWED BY DIRECTOR.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST
OTHER FEES FOR SERVICESFORM 990, PART IX, LINE 11GCONSULTING 41,970 0 0 WINTER/SUMMER STUDIES 41,062 0 0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.