Nonprofit · EIN 86-0941775
WHALE FOUNDATION
Also known as COUNSELING & REFERRAL
Tax-exempt · FLAGSTAFF, AZ 86001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $382,761 | $223,039 | $159,722 | $699,290 | $397 | $698,893 |
| December 31, 2023 | 990 | $196,201 | $142,629 | $53,572 | $533,399 | $397 | $533,002 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $308,329
- Program service revenue
- $0
- Investment income
- $51,214
- Net income from sales of inventory
- $23,218
- Other revenue
- $23,218
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $65,000
- Other salaries and wages
- $1,098
- Salaries, compensation and benefits (total)
- $78,240
- Professional fundraising fees
- $300
- Accounting fees
- $1,222
- Occupancy
- $6,722
- Travel
- $1,414
- Program services (functional)
- $202,677
- Management and general (functional)
- $4,114
- Fundraising (functional)
- $16,248
Balance sheet and other
- Total assets, start of year
- $446,707
- Total assets, end of year
- $699,290
- Total liabilities, end of year
- $397
- Net assets, end of year
- $698,893
- Land, buildings and equipment
- $95
- Publicly traded securities
- $388,041
- Gross receipts
- $383,403
- Employees
- 3
- Volunteers
- 20
- Year formed
- 1996
- State of legal domicile
- AZ
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dave Sherman | Director Trustee or director | 1 | $0 |
| Easy Joseph | Director Trustee or director | 1 | $0 |
| Georgie Pongyesva | Director Trustee or director | 1 | $0 |
| Heidi Brouelette | Director Trustee or director | 1 | $0 |
| Natalia Bergander | Director Trustee or director | 1 | $0 |
| Melissa Mcmaster | President Trustee or director, Officer | 1 | $0 |
| Ross Schafer | Member Trustee or director | 1 | $0 |
| Molly Wood | CEO Trustee or director, Officer, Highest-paid employee | 0 | $0 |
| Rachel Unger | President Officer | 2 | $0 |
| Adam Stalvey | Vice President Officer | 1 | $0 |
| Morgan Louvier | SecTreasurer Officer | 2 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sara Larsen | Director Trustee or director | 1 | $0 |
| West Howland | Director Trustee or director | 1 | $0 |
| Delaney Cook | Director Trustee or director | 1 | $0 |
| Aimee Backus | Director Trustee or director | 1 | $0 |
| Jason Peak | Director Trustee or director | 1 | $0 |
| Kate Stanley | Director Trustee or director | 1 | $0 |
| Rachel Unger | Director Trustee or director | 1 | $0 |
| Adam Stalvey | Vice President Officer | 1 | $0 |
| Melissa Mcmaster | President Officer | 2 | $0 |
| Steve Kenney | Director Officer | 1 | $0 |
| Lindsay Winter | SecTreasurer Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 515 W BIRCH AVE, FLAGSTAFF, AZ 86001-4413
- In care of
- % RACHEL UNGER
- Principal officer (990 for 2024)
- Rachel Unger, PO Box 855 Ste 86002, Flagstaff, AZ 86002
- Signed the 990
- RACHEL UNGER, President
- Phone
- (928) 774-9440
- Website
- whalefoundation.org
- Return prepared by
- Synergy Accounting
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 accomplishments
- 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.Expenses $171,677
- 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.Expenses $16,500
- 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 scholarships between $500 to $3,000 each to eleven guides.Expenses $14,500
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 | Not 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
- 86-0941775
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $699,290
- Income (IRS master file)
- $383,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $382,761 | $223,039 | $699,290 | XML |
| 990 | December 2023 | $196,201 | $142,629 | $533,399 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 86-0941775).
Questions about WHALE FOUNDATION
- What is the EIN of WHALE FOUNDATION?
- The employer identification number (EIN) of WHALE FOUNDATION is 86-0941775.
- Is WHALE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WHALE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHALE FOUNDATION 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 WHALE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHALE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WHALE FOUNDATION?
- The 990 for the year ended December 31, 2024 names Rachel Unger.
- Who are the officers and directors of WHALE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does WHALE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $382,761, expenses of $223,039 and total assets of $699,290 at year end.
Other nonprofits in FLAGSTAFF
- HOZHONI FOUNDATION INC EIN 86-0255127 · last filed 990 for 2025
- QUALITY CONNECTIONS INCORPORATED EIN 86-1000271 · last filed 990 for 2024
- VICTIM WITNESS SERVICES FOR COCONINO COUNTY EIN 86-0481748 · last filed 990 for 2025
- NORTHLAND HOSPICE AND PALLIATIVE CARE INC EIN 74-2385187 · last filed 990 for 2025
- FLAGSTAFF SHAKESPEARE FESTIVAL EIN 81-1449121 · last filed 990 for 2025
- COCONINO CASA FOR KIDS INC EIN 45-2650399 · last filed 990 for 2025
- FLAGSTAFF YOUTH RIDERS INC FLYRS EIN 83-2735682 · last filed 990 for 2025
- SWEETWATER OUTREACH INC EIN 99-3697658 · last filed 990 for 2025