2024-01-26T08:55:59-08:00 2023-06-30 952076568 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 92108 990 2022-07-01 952304740 HUBBS-SEA WORLD RESEARCH INSTITUTE HUBB 6192263870 2595 INGRAHAM STREET SAN DIEGO CA 92109 BETHANY SMITH CFO 2024-01-26 true BETHANY SMITH 999009999 true JILL BRANCH P00727664 6192947200 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z DON KENT 5374614 false X WWW.HSWRI.ORG X 1963 CA Hubbs-SeaWorld Research Institute (the Institute) was organized pursuant to the General Nonprofit Corporation Law of the State of California. The primary purpose for which the Institute was formed is to conduct biological, environmental, and other general scientific studies, and to engage in the development of the technologies which will enhance public awareness and mankinds dedication to the public service responsibility in both the public and private sector. 18 18 54 54 0 4727899 5144155 430718 189368 18564 23247 16785 17844 5193966 5374614 0 0 2923068 3156069 0 243801 1877636 1863259 4800704 5019328 393262 355286 8116523 8546563 859504 919123 7257019 7627440 X Hubbs-SeaWorld Research Institute (the Institute) was organized pursuant to the General Nonprofit Corporation Law of the State of California. The primary purpose for which the Institute was formed is to conduct biological, environmental, and other general scientific studies, and to engage in the development of the technologies which will enhance public awareness and mankinds dedication to the public service responsibility in both the public and private sector. false false 3051980 189369 SUSTAINABLE SEAFOOD Conducted scientific research on 26 sustainable seafood projects, feeding a hungry world and restoring depleted fish populations. Aquaculture is a practical solution to renewing regional fish stocks, producing domestic supplies of sustainable seafood, and reducing the need for fresh water to produce terrestrial animal protein as a food source.This year, the white seabass hatchery program (OREHP) continued refining and evaluating our collaborative research with the South Carolina Department of Natural Resources on the use of genetic markers to identify hatchery-reared fish from wild stocks. Much effort was spent working with the OREHP Science Advisory Committee to identify research priorities for the program and next steps for using genetic techniques to evaluate enhancement efforts. This effort included collecting additional heads from commercial and recreational fishers to obtain new genetic samples and identify coded wire tags using both traditional sensors as well as X-ray imaging. Follow-on funding from the Saltonstall-Kennedy program has been awarded and includes work to develop a fin-clip genetic sample collection feasibility program. Research on yellowtail and halibut continued this year, supported by various grants and private contributions. Yellowtail research continues to focus on maximizing the quality and quantity of produced fish, focusing on new self-cleaning tank system development, larval nutrition, swim bladder inflation, and development of sustainable feed formulations. Ongoing halibut research remains focused on the effects of stressors, like water temperature, on sex determination in young halibut. New genetic marker tools are being developed to assist in identifying sex at earlier life stages, as well as pigmentation anomalies. In addition, recently published work highlighted the importance of release-strategy variables in marine stock enhancement, such as fish size, number, and sex, using halibut as an example species. These interconnected factors were shown to influence post-release survival. For example, rearing larger fish may raise costs and reduce the number released. The research also suggests that if culture protocols disproportionally favor one sex, it could alter the wild-sex ratio. Understanding these variables is crucial for hatchery design and future stock enhancement efforts.HSWRIs research on Integrated Multi-Trophic Aquaculture (IMTA) continued to expand this year and successfully incorporated additional invertebrate and macroalgae species into recirculating and flow-through systems at both our Mission Bay and Carlsbad laboratories. We worked with commercial fishers to source sea cucumbers, sea urchins, and Pacific calico scallops and tested the efficacy of solid waste removal from finfish effluent water. Additionally, new infrastructure and systems were developed to support growing and maintaining stock cultures of microalgae and macroalgae that were found to effectively absorb some dissolved nutrients in fish effluent water, as well as provide a food source for feeding larval sea urchins and scallops. Much effort was spent refining life support and culture techniques for these new species to provide an ongoing supply of these species for future research, with ongoing support funded by the Saltonstall-Kennedy Program. 325516 OCEAN HEALTH Conducted scientific research on 6 projects on ocean health, promoting a healthier planet where humans and marine life thrive together. To advance ocean health, we study ways to prevent disease transmission, promote ecosystem health and resilience, and provide rapid first response to marine life strandings and entanglements. HSWRI provided 24/7 first response to stranded whales and dolphins in Florida for 50 events, including 10 live strandings. HSWRI is responsible for stranding response and coordination for 222 km of the north and central east coast of Florida (about 40% of Floridas east coast), as well as response within around 1800 km2 of estuarine waters. This portion of Florida averages 67 strandings a year and is one of the most active areas for strandings in the southeastern U.S., receiving both live and dead cetaceans, including large whales, mass strandings, and unusual species such as beaked whales and melon-headed whales. HSWRIs response area covers three coastal counties, including the federal lands within and surrounding the Kennedy Space Center, and HSWRI responds to more strandings than any other organization in Florida. Utilizing our long-term datasets, our scientists investigated causes of mortality in both Indian River Lagoon dolphins and elusive pygmy and dwarf sperm whales. Of 790 dolphin strandings recorded from 2002 2020, our researchers found that stranded lagoon dolphins were emaciated and immunocompromised primarily due to pollution and toxic algae blooms. In addition to poor health, trauma accounted for over a third of strandings. Of those who died from trauma-related impacts, nearly 60% were caused by human activity, with most cases due to entanglement, fishing gear or other debris ingestion, and propeller strikes.We continue to collaborate on several collaborative projects aimed at better understanding whale and dolphin health, including investigating the presence of microplastics in these animals. This year, our team dedicated many hours in the laboratory, identifying microplastics obtained from the gastrointestinal tract of dolphins helping to understand how the accumulation of these plastics may impact dolphin health. Over the past year, we have advanced the Institutes mission by establishing key collaborations with regional leaders in restorative aquaculture. Specifically, we have developed partnerships with seagrass and shellfish cultivation companies and with Brevard Zoos Restore Our Shores program to accelerate habitat restoration projects. Through these cross-sector partnerships, we can better address challenges stemming from human disturbances, habitat loss, pollution, and climate change. 130001 EDUCATION AND OUTREACHConducted scientific research on 4 grant-funded education and outreach projects, inspiring a love for science. We are committed to creating future citizen advocates for ocean health and marine life by advancing public appreciation for scientific discovery. HSWRI scientists work with students at all levels, committed to a K to Gray lifelong learning approach to inspiring all citizens to be ocean stewards with an appreciation for scientific discovery, targeting Title 1 schools for outreach and presentations. Seabass in the Classroom (SITC) continued this year with 13 schools across San Diego, Los Angeles, and Orange counties participating in the raising and releasing of white seabass. Additional schools are in the process of joining SITC for the spring of 2024. During the past year, we developed plans to hire an Education and Outreach Manager committed to growing this program, in particular by working to bring these systems to Title 1 and minority-serving school districts that often lack robust STEM education programs. Further, we continued our work to inspire hands-on and experiential learning and career development opportunities, with more than 500 students visiting the Carlsbad hatchery and Mission Bay facilities for educational tours and career chats with scientists.The Institute has long worked to increase the involvement of traditionally under-represented groups in STEM (Science, Technology, Engineering, Math) careers. The effort expanded this year and included our Diversity, Equity, and Inclusion Committee at HSWRI to highlight our commitment to a diverse, equitable, and inclusive work environment. In addition, effort was made to formalize paid internship opportunities for college-age students over the summer to provide them with invaluable hands-on experience working alongside our researchers. The Institute pledges to provide equal opportunities for employment, volunteering, representation, and advancement in all areas of our work. 214273 3721770 true true false true false false false false false true true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 5 0 false 54 true false false false false false false false 0 false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false CA FL X X BETHANY SMITH 6192263882 2595 INGRAHAM STREET SAN DIEGO CA 92109 DONALD B KENT President 40.00 0.25 X 206808 0 25736 MARK DRAWBRIDGE SR. SCIENTIST 40.00 0.00 150014 0 26406 BETHANY J SMITH CFO/SECRETARY 40.00 0.25 X 113967 0 21014 DANIELLE HAULSEE CSO 40.00 0.00 X 26443 0 0 JERRY SANSOM Trustee 0.50 0.25 X 0 0 0 PAUL FRUCHBORN Trustee 0.50 0.00 X 0 0 0 DAN PITTARD Former Trustee 0.50 0.00 X 0 0 0 CHRIS DOLD Trustee 0.50 0.25 X 0 0 0 ERMELINDA RUIZ MORETTI Trustee 0.50 0.00 X 0 0 0 REESE JARRETT Trustee 0.50 0.00 X 0 0 0 JULEE JENKINS Former Trustee 0.50 0.00 X 0 0 0 ROBERT WEINER Trustee 0.50 0.00 X 0 0 0 MICHAEL KING Trustee 0.50 0.00 X 0 0 0 LOUIS ZIMM Trustee 0.50 0.00 X 0 0 0 JIM LAKE Trustee 0.50 0.00 X 0 0 0 ROBERT FLETCHER Trustee 0.50 0.00 X 0 0 0 LAURA MACKINNON Trustee 0.50 0.00 X 0 0 0 MURRAY HUTCHISON FORMER TRUSTEE 0.50 0.00 X 0 0 0 SHARON VIDAL Trustee 1.00 0.00 X 0 0 0 BILL SHEDD Trustee 1.00 0.00 X X 0 0 0 JOHN MORRELL Trustee 0.50 0.00 X 0 0 0 DAVID GARDNER Trustee 0.50 0.00 X 0 0 0 LAURILEE THOMPSON Trustee 0.50 0.25 X 0 0 0 NICK SANZONE Trustee 40.00 0.00 X 0 0 0 IAN STEWART Trustee 40.00 0.00 X 0 0 0 497232 73156 3 false true false 0 316173 2024659 2803323 5144155 MISCELLANEOUS INCOME 900099 22244 22244 PROGRAM SERVICE INCOME 900099 167124 167124 189368 23247 23247 0 0 17844 17844 17844 17844 0 0 0 0 0 5374614 167124 63335 0 0 0 0 642557 102069 540488 0 1941193 1343105 464737 133351 0 0 572319 522111 -1799 52007 0 0 0 0 0 0 205392 88168 117224 0 0 0 0 353625 244257 109368 67001 42894 21938 2169 0 4250 4250 0 0 355471 93265 262206 0 SUPPLIES 602425 468039 86217 48169 BUSINESS EXPENSES 158594 8511 147458 2625 EQUIPMENT 116501 62271 53000 1230 ALLOCATED EXPENSES 0 747080 -747080 0 5019328 3721770 1053757 243801 377444 298983 315109 729547 1126527 551454 0 0 0 1256024 1257849 0 31951 21226 8535229 6511070 2098273 2024159 266308 990122 0 0 0 2644887 2673223 8116523 8546563 268480 294801 20000 42610 34637 518391 511139 30023 58546 859504 919123 X 3611557 3040083 3645462 4587357 7257019 7627440 8116523 8546563 355286 15135 X false true X true true true X 4915084 3805671 4443608 4727899 5144155 23036417 0 0 4915084 3805671 4443608 4727899 5144155 23036417 3157983 19878434 17675 22910 19399 45704 41091 146779 30244 4370 9955 22244 66813 0 23250009 2519229 0.85500 0.89020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 26000 26000 4993328 5019328 400966 100242 false 390963 396682 390035 400966 1578646 2367969 60000 60460 34000 26000 180460 97741 99171 97509 100242 394663 591995 219000 36963 36963 219000 219000 39119 39119 219000 219000 72997 72997 219000 219000 10132 10132 219000 219000 10939 10939 219000 1.00000 false false false 6214167 4559646 1654521 1899249 1592437 306812 421813 358987 62826 2024159 CHARITABLE REMAINDER TRUSTS 14086 DONATED FLORIDA PROPERTY 2630801 RIGHT OF USE ASSET 28336 2673223 BILLINGS IN EXCESS OF COSTS 30805 OPERATING LEASE LIABILITY 27741 58546 X 5468807 15135 79058 94193 5374614 5374614 5098371 79043 79043 5019328 5019328 Part V, Line 4: Intended uses of the endowment fund. The Institutes endowment was established to provide general support. The Institutes spending policy is to disburse funds available to meet the current program needs of the Institute. Part X : FIN48 Footnote The Institute believes that they have appropriate support for any tax positions taken, and as such, do not have any uncertain tax positions that are material to the financial statements. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CONSOLIDATED ENTITY ACTIVITY $79058 Part XII, Line 2d: Other expenses and losses per audited F/S CONSOLIDATED ENTITY ACTIVITY $79043 X X X X false false false false false false false false false DONALD B KENT President 206808 9817 15919 232544 MARK DRAWBRIDGE SR. SCIENTIST 150014 7375 19031 176420 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: ANIMAL BEHAVIORConducted scientific research on 2 grant-funded animal behavior projects, using sound to harmonize human and animal interaction. By understanding how marine life uses sound for communication and survival, we can reduce impacts of human-made noise, minimize entanglements, and injuries and use sound to warn marine life of hazards.The recent publication of a system for scoring the severity of marine mammal behavioral responses to human-made noise was based on short term studies of animal responses to noise exposure. Now, the severity scale for animals in managed care is helping to clarify the effect of cumulative exposure to sounds from all sources under controlled conditions, where effects on individuals can be monitored over long periods. The Animal Behavior and Senses Program has partnered with SeaWorld to collect data on real-world sounds from a range of sources and corresponding animal behaviors. Much of this years work focused on assessing if noise from construction within parks is transmitted through air and/or water into exhibits of animals in managed care. This work used an array of hydrophones to monitor noise strength and duration and observe any changes in animal behavior. The work is important in the short-term for planning and assessment purposes and may ultimately help measure cumulative risks of exposure to wild marine mammals. The program also focused on testing low-cost underwater video monitoring and sound data collection systems that will be useful for monitoring the biological community and behavior of animals around human structures in the ocean, including offshore aquaculture structures. Pilot testing showed promising results from off-the-shelf hemispheric camera systems for short term deployments, and plans are underway to scale up pilot testing near our white seabass net pens in the Agua Hedionda Lagoon to monitor biodiversity around the structure. OTHER PROGRAM SERVICES 5: EDUCATION AND OUTREACHConducted scientific research on 4 grant-funded education and outreach projects, inspiring a love for science. We are committed to creating future citizen advocates for ocean health and marine life by advancing public appreciation for scientific discovery. HSWRI scientists work with students at all levels, committed to a K to Gray lifelong learning approach to inspiring all citizens to be ocean stewards with an appreciation for scientific discovery, targeting Title 1 schools for outreach and presentations. Seabass in the Classroom (SITC) continued this year with 13 schools across San Diego, Los Angeles, and Orange counties participating in the raising and releasing of white seabass. Additional schools are in the process of joining SITC for the spring of 2024. During the past year, we developed plans to hire an Education and Outreach Manager committed to growing this program, in particular by working to bring these systems to Title 1 and minority-serving school districts that often lack robust STEM education programs. Further, we continued our work to inspire hands-on and experiential learning and career development opportunities, with more than 500 students visiting the Carlsbad hatchery and Mission Bay facilities for educational tours and career chats with scientists.The Institute has long worked to increase the involvement of traditionally under-represented groups in STEM (Science, Technology, Engineering, Math) careers. The effort expanded this year and included our Diversity, Equity, and Inclusion Committee at HSWRI to highlight our commitment to a diverse, equitable, and inclusive work environment. In addition, effort was made to formalize paid internship opportunities for college-age students over the summer to provide them with invaluable hands-on experience working alongside our researchers. The Institute pledges to provide equal opportunities for employment, volunteering, representation, and advancement in all areas of our work. Form 990, Part VI, Section B, Line 11b The officers reviewed a paper copy of the draft 990 two weeks before the report is filed. An electronic copy of the draft report is circulated to the Finance Committee two weeks before the report is filed. The Finance Committee chair forwards any comments or concerns to the Chief Financial Officer. A draft electronic copy is the circulated to all HSWRI board members via e-mail for review one week before the report is filed. Any comments or concerns are forwarded by the CFO to the preparer for any revisions before filing. All these reviews are of the base 990 form and all schedules and other attachments to the report. Form 990, Part VI, Section B, Line 12c HSWRI requires all officers, trustees and key employees to annually affirm in writing their understanding and conformance to HSWRIs written conflict of interest policy. This policy requires that all employees report any potential conflicts of interest to the Chief Financial Officer, who is an officer of the organization. Officers and trustees report any potential conflicts to Board Chair who convenes the Executive Committee, which determines whether an actual or perceived conflict exists and steps to mitigate or eliminate the conflict. For employees, this determination is made by the President. All parties to the potential conflict do not participate in the deliberations or decisions on the transaction. Form 990, Part VI, Section B, Line 15b HSWRIs board has delegated the determination of the compensation of the President and key employees to the Compensation Committee. The Committees review and recommendation are based upon use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. A contemporaneous record of their discussions and decisions is maintained as part of the corporate record. The Presidents and key employee compensation was last reviewed in 2017. The Presidents last salary increase was in 2020. Form 990, Part VI, Section C, Line 19 HSWRIs governing documents, conflict of interest policy and financial statements available to the public upon request to the Chief Financial Officer. Inspection copies are available for in person inspection at HSWRIs main office. Copies are sent upon request to the public via e-mail at no charge or via US mail at the legally allowable charge. 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