Whale Foundation Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

Rachel Unger

Phone

9287749440

Tax Period

2024-01-01 to 2024-12-31

Whale Foundation Inc, founded in 1996, is a small nonprofit in the Human Services sector that reported $383K in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $160K, a strong 42% operating margin.

Mission

The Whale Foundation was created in honor of Curtis Whale Hansen to provide confidential access to mental and physical health care professionals and a network of support services designed to restore, promote, and celebrate the well-being of the Grand Canyon river guides.

Program Service Accomplishments

Program 1

Expenses: $171,677

MENTAL HEALTH SUPPORT: The Whale Foundation offers free, confidential counseling services to individuals in the Grand Canyon river guiding community. In 2024, 86 individuals received 428 counseling sessions free of charge through our Behavioral Health program, totaling over $44,000 in counseling fees paid by Whale Foundation.

Program 2

Expenses: $16,500

MEDICAL/PHYSICAL HEALTH SUPPORT: The Whale Foundations Tim Whitney Wellness Initiative provides annual health insurance stipends for qualified guides and hosts an annual Health Fair with free...

MEDICAL/PHYSICAL HEALTH SUPPORT: The Whale Foundations Tim Whitney Wellness Initiative provides annual health insurance stipends for qualified guides and hosts an annual Health Fair with free physical health screenings. In 2024, 21 guides received a total of $16,500 in health insurance stipends. Also in 2024, 64 guides participated in screenings at the Health Fair during the Guides Training Seminar (GTS) event.

Program 3

Expenses: $14,500

EDUCATIONAL SUPPORT: Since 2004, the Whale Foundation has offered annual educational scholarships to Grand Canyon river guides seeking to further their education. In 2024, the organization awarded...

EDUCATIONAL SUPPORT: Since 2004, the Whale Foundation has offered annual educational scholarships to Grand Canyon river guides seeking to further their education. In 2024, the organization awarded scholarships between $500 to $3,000 each to eleven guides.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $308,329

Program Service Revenue $0

Investment Income $51,214

Other Revenue $23,218

TOTAL REVENUE $382,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,240

Fundraising Expenses $16,248

Program Expenses $202,677

Other Expenses $144,499

TOTAL EXPENSES $223,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$382,761	$196,201	+1.0%
Expenses	$223,039	$142,629	+0.6%
Net Income	$159,722	$53,572	+2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dave Sherman	Director	1.00	Director	$0	$0	$0
Easy Joseph	Director	1.00	Director	$0	$0	$0
Georgie Pongyesva	Director	1.00	Director	$0	$0	$0
Heidi Brouelette	Director	1.00	Director	$0	$0	$0
Natalia Bergander	Director	1.00	Director	$0	$0	$0
Melissa Mcmaster	President	1.00	Officer Director	$0	$0	$0
Ross Schafer	Member	1.00	Director	$0	$0	$0
Molly Wood	CEO	0.00	Officer Director Highest	$0	$0	$0
Rachel Unger	President	2.00	Officer	$0	$0	$0
Adam Stalvey	Vice President	1.00	Officer	$0	$0	$0
Morgan Louvier	SecTreasurer	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$382,761	$223,039	$699,290	$159,722
2023	$196,201	$142,629	$533,399	$53,572
2021	$168,260	$100,941	$507,052	$67,319
2020	$259,559	$174,605	$428,550	$84,954