Nonprofit · EIN 33-0291597
WHELAN LAKE BIRD SANCTUARY INC
Tax-exempt · BONSALL, CA 92003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $106,804 | $114,716 | -$7,912 | $2,057,046 | $1 | $2,057,045 |
| December 31, 2024 | 990 | $138,686 | $84,827 | $53,859 | $1,983,807 | $0 | $1,983,807 |
| December 31, 2023 | 990 | $23,558 | $74,623 | -$51,065 | $1,863,829 | $0 | $1,863,829 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,248
- Program service revenue
- $0
- Investment income
- $102,556
- Net gain from sales of assets
- $77,449
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $644
- Accounting fees
- $2,955
- Depreciation
- $10,504
- Program services (functional)
- $100,982
- Management and general (functional)
- $13,734
Balance sheet and other
- Total assets, start of year
- $1,983,807
- Total assets, end of year
- $2,057,046
- Total liabilities, end of year
- $1
- Net assets, end of year
- $2,057,045
- Land, buildings and equipment
- $646,640
- Publicly traded securities
- $1,229,473
- Gross receipts
- $275,414
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cutter Clotfelter | President Trustee or director, Officer | 3 | $0 |
| T Knox Bell | Secretary Trustee or director, Officer | 0.4 | $0 |
| Roxanne L Greene | Treasurer Trustee or director, Officer | 1 | $0 |
| Cy R Kackstetter | Vice President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cutter Clotfelter | President Trustee or director, Officer | 3 | $0 |
| T Knox Bell | Secretary Trustee or director, Officer | 0.4 | $0 |
| Roxanne L Greene | Treasurer Trustee or director, Officer | 1 | $0 |
| Cy R Kackstetter | Vice President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cutter Clotfelter | President Trustee or director, Officer | 3 | $0 |
| T Knox Bell | Secretary Trustee or director, Officer | 0.4 | $0 |
| Roxanne L Greene | Treasurer Trustee or director, Officer | 1 | $0 |
| Cy R Kackstetter | Vice President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5256 S MISSION RD STE 703 PMB 462, BONSALL, CA 92003-3622
- Signed the 990
- Roxanne L Greene, Treasurer
- Phone
- (760) 729-2343
- Return prepared by
- R Greene & Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0291597 or by the name WHELAN LAKE BIRD SANCTUARY INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE STATEMENT 1
Program accomplishments
- To own, manage, develop, use and preserve certain real property consisting of Whelan Lake Bird Sanctuary and surrounding acres, for establishing, developing, operating, and maintaining a sanctuary for migratory waterfowl, and a wildlife and nature preserve for the benefit and use of the general public.Expenses $100,982 · revenue $4,248
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0291597
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D320)
- Assets (IRS master file)
- $2,057,046
- Income (IRS master file)
- $275,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $106,804 | $114,716 | $2,057,046 | XML |
| 990 | December 2024 | $138,686 | $84,827 | $1,983,807 | IRS |
| 990 | December 2023 | $23,558 | $74,623 | $1,863,829 | XML |
| 990 | December 2022 | $18,450 | $76,259 | $1,686,953 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0291597).
Questions about WHELAN LAKE BIRD SANCTUARY INC
- What is the EIN of WHELAN LAKE BIRD SANCTUARY INC?
- The employer identification number (EIN) of WHELAN LAKE BIRD SANCTUARY INC is 33-0291597.
- Is WHELAN LAKE BIRD SANCTUARY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to WHELAN LAKE BIRD SANCTUARY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHELAN LAKE BIRD SANCTUARY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHELAN LAKE BIRD SANCTUARY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHELAN LAKE BIRD SANCTUARY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of WHELAN LAKE BIRD SANCTUARY INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WHELAN LAKE BIRD SANCTUARY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $106,804, expenses of $114,716 and total assets of $2,057,046 at year end.
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