WHALE TRUST (EIN 912144632) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

MEAGAN JONES GRAY

Phone

8085725700

Tax Period

2022-07-01 to 2023-06-30

WHALE TRUST, founded in 2001, is a small nonprofit in the Science & Technology sector that reported $663K in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $616K left a modest 7% surplus.

Mission

WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $641,823

Program Service Revenue $0

Investment Income $11,737

Other Revenue $9,670

TOTAL REVENUE $663,230

Expense Breakdown

Grants Paid $12,500

Salaries & Benefits $171,801

Fundraising Expenses $23,820

Program Expenses $484,370

Other Expenses $431,858

TOTAL EXPENSES $616,159

Year-over-Year Comparison

	2022	2021	Change
Revenue	$663,230	$571,851	+0.2%
Expenses	$616,159	$455,160	+0.4%
Net Income	$47,071	$116,691	-0.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

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

$54,775

Total Directors

$54,775

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN JONES	CHAIRMAN/TRE	1.00	Officer Director	$0	$0	$0
RICHARD PAT COCHRAN	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
KARYN KUNZELMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MEAGAN JONES GRAY	EXECUTIVE DI	40.00	Officer Director	$53,200	$1,575	$54,775
CHARLES FLIP NICKLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
NORMAN ESTIN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA CALDWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY MAXWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD EICHHORST MD	BOARD MEMBER	1.00	Director	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$663,230	$616,159	$785,373	$47,071
2022	$571,851	$455,160	$734,986	$116,691
2021	$561,393	$387,238	$663,724	$174,155
2020	$544,477	$460,408	$313,712	$84,069
2019	$412,721	$460,906	$203,507	$-48,185
2018	$376,400	$387,114	$247,548	$-10,714

WHALE TRUST