HUBBS-SEA WORLD RESEARCH INSTITUTE (EIN 952304740) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

DON KENT

Phone

6192263870

Tax Period

2023-07-01 to 2024-06-30

HUBBS-SEA WORLD RESEARCH INSTITUTE, founded in 1963, is a community nonprofit in the Animal-Related sector that reported $4.7M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $5.7M exceeded revenue, resulting in a 22% operating deficit.

Mission

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.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,524,086

Program Service Revenue $61,976

Investment Income $32,808

Other Revenue $64,954

TOTAL REVENUE $4,683,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,681,620

Fundraising Expenses $236,690

Program Expenses $4,345,253

Other Expenses $2,018,931

TOTAL EXPENSES $5,700,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,683,824	$5,374,614	-0.1%
Expenses	$5,700,551	$5,019,328	+0.1%
Net Income	$-1,016,727	$355,286	-3.9%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$545,468

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD B KENT	President	40.00	Officer	$219,937	$25,291	$245,228
MARK DRAWBRIDGE	SR. SCIENTIST	40.00		$152,088	$27,975	$180,063
DANIELLE HAULSEE	CSO/VP	40.00	Officer	$144,110	$10,976	$155,086
BETHANY J SMITH	CFO/SECRETARY	40.00	Officer	$123,998	$21,156	$145,154
PAUL FRUCHBOM	Trustee	0.50	Director	$0	$0	$0
CHRIS DOLD	Trustee	0.50	Director	$0	$0	$0
ERMELINDA RUIZ MORETTI	Trustee	0.50	Director	$0	$0	$0
REESE JARRETT	Trustee	0.50	Director	$0	$0	$0
JULIE JENKINS	Former Trustee	0.50	Director	$0	$0	$0
ROBERT WEINER	Trustee	0.50	Director	$0	$0	$0
MICHAEL KING	Trustee	0.50	Director	$0	$0	$0
LOUIS ZIMM	Trustee	0.50	Director	$0	$0	$0
JIM LAKE	FORMER Trustee	0.50	Director	$0	$0	$0
ROBERT FLETCHER	Trustee	0.50	Director	$0	$0	$0
LAURA MACKINNON	Trustee	0.50	Director	$0	$0	$0
SHARON VIDAL	FORMER Trustee	1.00	Director	$0	$0	$0
BILL SHEDD	Trustee	1.00	Officer Director	$0	$0	$0
JOHN MORRELL	FORMER Trustee	0.50	Director	$0	$0	$0
DAVID GARDNER	Trustee	0.50	Director	$0	$0	$0
LAURILEE THOMPSON	Trustee	0.50	Director	$0	$0	$0
NICK SANZONE	Trustee	40.00	Officer	$0	$0	$0
IAN STEWART	Trustee	40.00	Officer	$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	$4,683,824	$5,700,551	$7,739,579	$-1,016,727
2023	$5,374,614	$5,019,328	$8,546,563	$355,286
2022	$5,193,966	$4,800,704	$8,116,523	$393,262
2021	$5,509,654	$4,869,208	$7,859,541	$640,446
2020	$4,727,059	$4,819,262	$7,355,027	$-92,203
2019	$4,938,089	$4,859,794	$7,476,642	$78,295

HUBBS-SEA WORLD RESEARCH INSTITUTE