Whale Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 157,561 | 207,678 | −50,117 | 18.6 | — |
| 2012 | 278,392 | 246,714 | 31,678 | 17.2 | 34% |
| 2013 | 276,281 | 280,383 | −4,102 | 15.0 | 24% |
| 2014 | 333,538 | 338,023 | −4,485 | 12.3 | 20% |
| 2015 | 294,679 | 338,801 | −44,122 | 10.7 | 27% |
| 2016 | 389,940 | 421,404 | −31,464 | 7.8 | 24% |
| 2017 | 374,608 | 393,221 | −18,613 | 7.8 | 33% |
| 2018 | 376,400 | 387,114 | −10,714 | 7.6 | 30% |
| 2019 | 412,721 | 460,906 | −48,185 | 5.2 | 26% |
| 2020 | 544,477 | 460,408 | 84,069 | 7.4 | 24% |
| 2021 | 561,393 | 387,238 | 174,155 | 14.1 | 28% |
| 2022 | 571,851 | 455,160 | 116,691 | 15.1 | 27% |
| 2023 | 663,230 | 616,159 | 47,071 | 12.1 | 24% |
In its most recent public year (2023), this organization brought in $47,071 more than it spent. Its reserves stood at about 12.1 months of spending, down from 18.6 in 2011. Staff pay was 24% of spending. $83,082 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Whale Trust's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works