Form990
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Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
MOTE MARINE LABORATORY INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1600 KEN THOMPSON PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34236
D Employer identification number

59-0756643
E Telephone number

G Gross receipts $ 23,088,768
F Name and address of principal officer:
MICHAEL P CROSBY PHD
1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MOTE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1955
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: ADVANCING THE SCIENCE OF THE SEA THROUGH RESEARCH, EDUCATION AND OUTREACH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 28
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 26
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 220
6 Total number of volunteers (estimate if necessary) ............. 6 1,685
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,007,908 4,217,004
9 Program service revenue (Part VIII, line 2g) ......... 14,223,590 14,914,237
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -140,652 36,716
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 444,408 2,114,937
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 17,535,254 21,282,894
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 283,544 297,383
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 10,021,356 10,578,402
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,256,253    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 9,195,211 8,989,674
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 19,500,111 19,865,459
19 Revenue less expenses. Subtract line 18 from line 12....... -1,964,857 1,417,435
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 46,987,486 48,685,100
21 Total liabilities (Part X, line 26)............. 15,367,280 14,137,039
22 Net assets or fund balances. Subtract line 21 from line 20..... 31,620,206 34,548,061
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
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May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: DEDICATED TO ADVANCING THE SCIENCE OF THE SEA THROUGH THE STUDY OF MARINE AND ESTUARINE ECOSYSTEMS, THROUGH THE PUBLIC MOTE AQUARIUM AND THROUGH AN EDUCATION DIVISION THAT PROVIDES UNIQUE PROGRAMS FOR ALL AGES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 9,067,175 including grants of $ 76,100 ) (Revenue $ 8,395,217 )
SEE SCHEDULE O:RESEARCHMOTE IS AN INDEPENDENT, NONPROFIT 501(C)3 MARINE RESEARCH ORGANIZATION WITH MULTIPLE FACILITIES IN FLORIDA AND 22 RESEARCH PROGRAMS CONDUCTING WORLD-CLASS SCIENCE ON SIX OF THE WORLD'S SEVEN CONTINENTS. MOTE HAS BEEN COMMITTED TO OCEAN SCIENCES SINCE THE LAB WAS FOUNDED IN 1955 BY DR. EUGENIE CLARK. WE REMAIN ONE OF THE FEW INDEPENDENT MARINE LABS IN THE WORLD, AND AS SUCH WE NURTURE THE INNOVATION AND FLEXIBILITY NEEDED TO ADDRESS THE MOST PRESSING OCEAN ISSUES OF OUR TIME.MOTE'S MISSION IS TO ADVANCE MARINE AND ENVIRONMENTAL SCIENCE THROUGH RESEARCH, EDUCATION AND PUBLIC OUTREACH LEADING TO NEW DISCOVERIES, REVITALIZATION AND SUSTAINABILITY OF EARTH'S OCEAN RESOURCES AND TO A GREATER PUBLIC UNDERSTANDING OF OUR MARINE ECOSYSTEMS.MOTE IS FIRST AND FOREMOST A GLOBAL LEADER IN DIVERSE FIELDS OF MARINE RESEARCH RELEVANT TO CONSERVATION AND SUSTAINABLE USE OF MARINE BIODIVERSITY, HEALTHY HABITATS AND NATURAL RESOURCES.MOTE IS ALSO UNIQUE AS ONE OF THE FEW INDEPENDENT SCIENTIFIC ORGANIZATIONS IN THE WORLD THAT COMBINES MARINE RESEARCH WITH PUBLIC OUTREACH FEATURING A MAJOR AQUARIUM, ALONG WITH FORMAL AND INFORMAL EDUCATION PROGRAMS. OUR VISION INCLUDES POSITIVELY IMPACTING PUBLIC POLICY BY BUILDING A MORE OCEAN-LITERATE SOCIETY. (VIEW MOTE'S 2020 VISION & STRATEGIC PLAN AT WWW.MOTE.ORG/ABOUTUS.)IN THE BEGINNING, MOTE'S EARLY STUDIES FOCUSED MAINLY ON SHARKS AND UNDERSTANDING THEIR BASIC BIOLOGY. THOSE EARLY RESEARCH FINDINGS LED THE WAY FOR THOUSANDS OF STUDIES THAT TODAY PROVIDE VITAL INFORMATION FOR RESOURCE MANAGERS AND THE PUBLIC.OVER MORE THAN FIVE DECADES, MOTE HAS GROWN FROM A TINY SHED IN PLACIDA WHERE THE LEGENDARY SCIENTIST DR. EUGENIE CLARK - THE SHARK LADY - BEGAN THE OPERATION, TO A 10.5-ACRE CAMPUS ON SARASOTA BAY IN SARASOTA, FLA., WITH FIELD STATIONS IN SUMMERLAND KEY IN THE FLORIDA KEYS AND PINE ISLAND IN CHARLOTTE HARBOR, A 200-ACRE STATE-OF-THE-ART MOTE AQUACULTURE PARK IN EASTERN SARASOTA COUNTY, PUBLIC OUTREACH EDUCATION PROGRAMS IN PUNTA GORDA AND BOCA GRANDE AND A PUBLIC CORAL REEF EXHIBIT IN KEY WEST. TODAY, MOTE HAS A STAFF OF MORE THAN 190 WITH MORE THAN 30 DOCTORAL-LEVEL SCIENTISTS AND 1,685 VOLUNTEERS.THROUGH OUR HISTORY, MOTE SCIENTISTS HAVE PUBLISHED THOUSANDS OF MOTE TECHNICAL REPORTS AND PAPERS IN SCIENTIFIC JOURNALS, INCLUDING WORK THAT HAS ADVANCED THE FIELDS OF SHARK BEHAVIOR AND BIOLOGY, OCEAN OBSERVING SYSTEMS, HARMFUL ALGAL BLOOM DYNAMICS, CORAL REEF RESEARCH, MARINE MAMMAL AND SEA TURTLE BIOLOGY AND POPULATION DYNAMICS, AQUACULTURE SYSTEMS RESEARCH AND DEVELOPMENT AND NUMEROUS OTHER AREAS OF FOCUS. MOTE IS CURRENTLY HOME TO THE NATIONAL CENTER FOR SHARK RESEARCH, THE ONLY SUCH CENTER IN THE U,S, TO RECEIVE A CONGRESSIONAL DESIGNATION. (OUR WORKS ARE GATHERED IN DSPACE, AN OPEN ACCESS REPOSITORY LOCATED AT HTTPS://DSPACE.MOTE.ORG/DSPACE. OUR SCIENTIFIC HOLDINGS ALSO INCLUDE SEVERAL SPECIAL COLLECTIONS, INCLUDING WORKS BY BREDER, GILBERT AND CLARK.)TODAY MOTE STUDIES A WIDE RANGE OF SCIENTIFIC DISCIPLINES. RESEARCH PROGRAMS INCLUDE STUDIES OF HUMAN CANCER USING MARINE MODELS AND THE EFFECTS OF MAN-MADE AND NATURAL TOXINS ON HUMANS AND ON THE ENVIRONMENT. MOTE STUDIES THE HEALTH OF WILD FISHERIES, DEVELOPS SUSTAINABLE AND SUCCESSFUL FISH RESTOCKING TECHNIQUES AND FOOD PRODUCTION TECHNOLOGIES AND ENGINEERS NEW TOOLS TO HELP US BETTER UNDERSTAND THE HEALTH OF THE ENVIRONMENT. MOTE RESEARCH PROGRAMS ALSO FOCUS ON UNDERSTANDING THE POPULATION DYNAMICS OF MANATEES, DOLPHINS, SEA TURTLES, SHARKS AND CORAL REEFS AND ON CONSERVATION AND RESTORATION EFFORTS RELATED TO THESE SPECIES AND ECOSYSTEMS. (FOR A FULL AND CURRENT LISTING OF MOTE MARINE LABORATORY'S RESEARCH PROGRAMS AND INITIATIVES, PLEASE VISIT WWW.MOTE.ORG.)HERE ARE SOME OF THE HIGHLIGHTS FROM 2013:THE EFFECTS OF OIL ON CORAL LARVAL CORALS OF AT LEAST SOME SPECIES ARE VULNERABLE TO DEEPWATER HORIZON OIL AND ARE ESPECIALLY LIKELY TO DIE WHEN EXPOSED TO DISPERSANTS USED DURING A SPILL, ACCORDING TO A LAB-BASED STUDY BY MOTE MARINE LABORATORY SCIENTISTS THAT WAS PUBLISHED ONLINE JAN. 9 IN THE PEER-REVIEWED JOURNAL PLOS ONE. THIS STUDY INVOLVED THE FIRST CONTROLLED TEST OF HOW DEEPWATER HORIZON OIL AND THE DISPERSANT COREXIT 9500 AFFECT CORAL LARVAE - DRIFTING OFFSPRING OF CORALS THAT MUST SETTLE AND GROW TO MAINTAIN AND EXPAND REEFS. WHILE THE STUDY FOCUSED ON TWO CORAL SPECIES FROM THE FLORIDA KEYS - AN AREA NOT DIRECTLY IMPACTED BY THE SPILL - THE RESULTS HIGHLIGHT CONCERNS ABOUT CORALS NEARER TO THE SPILL SITE AND PROVIDE NEW INSIGHTS FOR MITIGATING OIL SPILLS NEAR REEFS. SCIENTISTS CALL FOR SOCIETY TO CHANGE THE WAY WE REFER TO SHARK BEHAVIORRESEARCHERS FROM THE UNIVERSITY OF SYDNEY, AUSTRALIA, AND MOTE MARINE LABORATORY REPORTED THAT USING THE TERM "SHARK ATTACK" LEADS TO MISPERCEPTIONS AND INACCURATE RISK REPORTING. THE TERM "SHARK ATTACK" IS TYPICALLY USED BY THE MEDIA, GOVERNMENT OFFICIALS, RESEARCHERS AND THE PUBLIC TO DESCRIBE ALMOST ANY KIND OF HUMAN-SHARK INTERACTION - EVEN THOSE WHERE NO CONTACT OR INJURY OCCURS BETWEEN HUMANS AND SHARKS. IN A PAPER IN THE JOURNAL OF ENVIRONMENTAL STUDIES AND SCIENCES, CHRISTOPHER NEFF OF THE UNIVERSITY OF SYDNEY AND DR. ROBERT HUETER, LEADER OF MOTE'S CENTER FOR SHARK RESEARCH PROPOSED A NEW SYSTEM OF CLASSIFICATION TO SUPPORT MORE ACCURATE SCIENTIFIC REPORTING ABOUT SHARK INTERACTIONS, ALONG WITH MORE ACCURATE PUBLIC DISCUSSION ABOUT SHARK RISK TO SWIMMERS AND DIVERS.NEW INTERNATIONAL MARINE CONSERVATION CONSORTIUM WITH U.S. AND INTERNATIONAL PARTNERSA NEW COALITION OF AQUARIUMS, ZOOS AND GOVERNMENTAL AND NON-GOVERNMENTAL ORGANIZATIONS HOSTED AT MOTE MARINE LABORATORY AND AQUARIUM DEBUTED IN FEBRUARY, WITH THE GOAL OF ADDRESSING CRITICAL NEEDS FOR CONSERVATION OF MARINE MAMMALS, SEA TURTLES, SEA BIRDS AND OTHER SPECIES WORLDWIDE THAT HAVE BEEN UNDERSERVED BY SCIENCE-BASED INITIATIVES. THE NEW INTERNATIONAL CONSORTIUM FOR MARINE CONSERVATION WAS ANNOUNCED BY ITS DIRECTOR, DR. JOHN REYNOLDS OF MOTE, DURING THE SECOND SIGNATORY STATE MEETING OF THE DUGONG MOU OF THE CONVENTION OF MIGRATORY SPECIES OF THE UNITED NATIONS ENVIRONMENT PROGRAMME IN MANILA, PHILIPPINES. PARTICIPANTS IN THE NEW INTERNATIONAL CONSORTIUM SAY THE NEED FOR WIDE-REACHING CONSERVATION CANNOT BE OVERSTATED:OF THE 63,837 SPECIES WORLDWIDE THAT HAVE UNDERGONE POPULATION ASSESSMENTS, 19,817 - A STARTLING ONE OUT OF THREE - ARE THREATENED WITH EXTINCTION, ACCORDING TO A 2012 REPORT FROM THE IUCN RED LIST. BUT IN REALITY, THOSE FIGURES DON'T ACCOUNT FOR THREATS TO SPECIES THAT HAVE NEVER BEEN STUDIED; NOR DO THEY ADDRESS THREATS TO HUMAN POPULATIONS THAT OCCUR WHEN SPECIES DISAPPEAR.MOTE RESEARCHERS PUT THE DEEPWATER HORIZON DISASTER UNDER THE MICROSCOPERESEARCHERS IN MOTE'S ENVIRONMENTAL LABORATORY OF FORENSICS HAVE BEEN STUDYING THE IMPACTS OF THE APRIL 2010 DEEPWATER HORIZON OIL SPILL SINCE IT OCCURRED. THROUGH THEIR ONGOING EFFORTS, THEY ARE WORKING TO UNCOVER ITS POSSIBLE LINGERING EFFECTS ON MARINE ECOSYSTEMS, AND IN THE PROCESS, DEVELOPING NEW LAB TESTS THAT COULD BENEFIT RESEARCH ON FISH HEALTH FOR YEARS TO COME. MOTE IS CARRYING OUT THIS WORK AS A PARTNER IN C-IMAGE (CENTER FOR INTEGRATED MODELING AND ANALYSIS OF THE GULF ECOSYSTEM), A 13-INSTITUTION TEAM BASED AT THE UNIVERSITY OF SOUTH FLORIDA (USF) COLLEGE OF MARINE SCIENCE THAT IS TACKLING DEEPWATER-HORIZON RESEARCH FROM MANY ANGLES. C-IMAGE, SUPPORTED BY THE GULF OF MEXICO RESEARCH INITIATIVE, WHICH IS FUNDED THROUGH PENALTIES LEVIED ON BP, IS STUDYING HOW THE OIL HAS MOVED, BROKEN DOWN, AND POTENTIALLY AFFECTED GULF ANIMALS AT ALL LEVELS OF THE FOOD WEB, FROM TINY PLANKTON TO FISH AND MARINE MAMMALS. MOTE SCIENTIST APPOINTED AS AQUACULTURE EXPERT FOR GLOBAL SUSTAINABLE SEAFOOD INITIATIVEMOTE SENIOR SCIENTIST DR. KEVAN MAIN WAS APPOINTED TO SERVE ON THE AQUACULTURE EXPERT WORKING GROUP FOR THE GLOBAL SUSTAINABLE SEAFOOD INITIATIVE IN APRIL. THIS GROUP, FUNDED BY THE GERMAN GOVERNMENT, EUROPEAN UNION AND SEAFOOD DISTRIBUTORS, IS EVALUATING SEAFOOD CERTIFICATION AND LABELING PROGRAMS FOR AQUACULTURE AND FISHERIES PRODUCTS TO PROMOTE THE SUPPLY OF SUSTAINABLE SEAFOOD FOR CONSUMERS. DR. MAIN HAS PIONEERED SUSTAINABLE AQUACULTURE AT MOTE SINCE 2001 AS MANAGER OF THE MARINE AND FRESHWATER AQUACULTURE RESEARCH PROGRAM AT MOTE AQUACULTURE PARK IN SARASOTA, FLA. NEW PRESIDENT & CEO TAKES HELM OF MOTE MARINE LABORATORY AND AQUARIUMDR. MICHAEL P. CROSBY OFFICIALLY ASSUMED THE LEADERSHIP OF MOTE MARINE LABORATORY AND AQUARIUM ON MAY 16, 2013, FOLLOWING THE NONPROFIT ORGANIZATION'S ANNUAL BOARD MEETING. HE IS TAKING THE ROLE OF PRESIDENT AND CEO FOLLOWING THE RETIREMENT OF DR. KUMAR MAHADEVAN, WHOSE NEW POSITION WILL BE PRESIDENT EMERITUS AS HE CONTINUES TO BE AN ADVOCATE AND AMBASSADOR OF THE ORGANIZATION, ASSISTING IN PROMOTING AND DEVELOPING SUPPORT FOR MOTE'S WORLD-CLASS RESEARCH AND EDUCATION PROGRAMS. DR. MAHADEVAN LED THE ORGANIZATION FOR 27 YEARS.
4b (Code:   ) (Expenses $ 3,332,445 including grants of $   ) (Revenue $ 3,533,597 )
SEE SCHEDULE O:AQUARIUMTHE AQUARIUM AT MOTE MARINE LABORATORY IS THE MAIN VENUE THROUGH WHICH MOTE MARINE LABORATORY COMMUNICATES ITS CUTTING-EDGE RESEARCH FINDINGS. LOCATED ON MOTE MARINE LABORATORY'S MAIN CAMPUS IN SARASOTA, FLA, THE AQUARIUM HAS PLAYED A KEY ROLE IN MOTE'S OUTREACH EFFORTS SINCE 1980 BY PRESENTING EXHIBITS AND PROGRAMS THAT REFLECT ONGOING RESEARCH IN THE LABORATORY AND THAT STIMULATE CURIOSITY, DISCOVERY, EXPLORATION AND STEWARDSHIP OF AQUATIC ENVIRONMENTS.IN 2013, 345,034 GUESTS VISITED THE AQUARIUM, WITH OUR TRAVELING EXHIBIT (MOTE MOBILE) REACHING MORE THAN 300,000 PEOPLE THROUGHOUT FLORIDA.MOTE AQUARIUM DISPLAYS MORE THAN 100 MARINE SPECIES, INCLUDING SHARKS, FISH OF ALL SHAPES AND SIZES, MOLLUSKS, CRUSTACEANS AND MORE. AQUARIUM EXHIBITS RANGE FROM SMALL DISPLAYS TO LARGE EXHIBITS SUCH AS OUR 135,000-GALLON SHARK HABITAT. TOUCH POOLS ALLOW VISITORS TO SAFELY TOUCH SEA URCHINS, HORSESHOE CRABS, HERMIT CRABS, STINGRAYS AND OTHER SPECIES. GUESTS CAN ENJOY EDUCATIONAL AND INTERACTIVE EXHIBITS ENRICHED BY TRAINED VOLUNTEER DOCENTS THROUGHOUT THE AQUARIUM WHO ASSIST VISITORS AND ANSWER QUESTIONS. SPECIAL ATTRACTIONS INCLUDE NARRATED TRAINING SESSIONS WITH MOTE'S LARGE SHARKS, SEA TURTLES AND MANATEES AND A SEAHORSE CONSERVATION LABORATORY THAT BREEDS AND RAISES SEAHORSES THAT ARE DISPLAYED AT MOTE AND TOP ZOOS AND AQUARIUMS NATIONWIDE. MOTE'S ANN AND ALFRED GOLDSTEIN MARINE MAMMAL RESEARCH AND REHABILITATION CENTER ALLOWS VISITORS TO SEE RESIDENT MANATEES, SEA TURTLES AND DOLPHINS THAT CANNOT BE RETURNED TO THE WILD. THESE NON-RELEASABLE ANIMALS ACT AS AMBASSADORS FOR THEIR SPECIES AND HELP US TEACH THE PUBLIC ABOUT OUR ONGOING RESEARCH PROGRAMS WITH THESE SPECIES IN THE WILD. THESE RESIDENT ANIMALS ALSO PARTICIPATE IN RESEARCH PROGRAMS HERE AT THE AQUARIUM THAT ALLOW US TO LEARN MORE ABOUT THESE ANIMALS IN WAYS THAT ARE NOT POSSIBLE IN WILD SETTINGS. IN THIS FASHION, THE AQUARIUM STAFF ARE CREATING A GREATER UNDERSTANDING OF THE LEARNING ABILITIES AND BIOLOGY OF THESE SPECIES, INCLUDING HOW WELL THEY HEAR AND SEE, AND HOW THEY USE VARIOUS SENSES - INCLUDING TOUCH - TO NAVIGATE THEIR ENVIRONMENT. BEHIND THE SCENES, MOTE ALSO CARES FOR STRANDED, SICK OR INJURED DOLPHINS, WHALES AND SEA TURTLES WITH THE GOAL OF RETURNING THEM TO THE WILD. MOTE'S ANIMAL CARE STAFF SEEKS TO EXPAND KNOWLEDGE OF THE BASIC BIOLOGY, VETERINARY CARE AND DISEASE PROCESSES OF THESE ANIMALS. WHEN ANIMALS ARE SUCCESSFULLY RELEASED, EVERY EFFORT IS MADE TO DO FOLLOW-UP MONITORING OF THE SHORT- AND LONG-TERM MOVEMENTS OF THESE ANIMALS. MOTE'S DOLPHIN AND WHALE HOSPITAL HAS BEEN REHABILITATING DOLPHINS AND WHALES AT OUR SARASOTA, FLA.-BASED FACILITIES SINCE 1984. WE HAVE TREATED 70 DOLPHINS AND SMALL WHALES AND SUCCESSFULLY RELEASED 21 TO THE WILD. OUR GOAL IS TO PROVIDE THE MOST HUMANE TREATMENT POSSIBLE FOR LIVE-STRANDED DOLPHINS AND WHALES, WHILE ALSO CREATING A BETTER SCIENTIFIC UNDERSTANDING OF THESE ANIMALS AND THEIR NEEDS IN ORDER TO SUPPORT CONSERVATION OF THESE SPECIES IN THE WILD. MOTE HAS BEEN REHABILITATING SICK AND INJURED SEA TURTLES SINCE 1995. WE HAVE TREATED MORE THAN 450 SEA TURTLES OVER THAT PERIOD - INCLUDING SEA TURTLES SUFFERING FROM FIBROPAPILLOMA TUMORS. THESE TUMORS ARE BELIEVED TO BE CAUSED BY A VIRUS AND, BECAUSE THE TRANSMISSION MECHANISM FOR THIS DISEASE REMAIN UNKNOWN, THE FACILITIES WHERE THESE TURTLES ARE TREATED ARE SEPARATE FROM OUR OTHER TURTLE TREATMENT FACILITIES. MOTE IS ONE OF ONLY THREE FACILITIES IN FLORIDA THAT IS ABLE TO PROVIDE THIS SPECIALIZED CARE.ONE SEA TURTLE'S INCREDIBLE STORYON MEMORIAL DAY 2013, MOTE'S STRANDING INVESTIGATIONS PROGRAM RESCUED A NEARLY 300-POUND LOGGERHEAD SEA TURTLE NAMED MURPH. THIS TURTLE HAD BEEN TETHERED TO SOMETHING UNDERWATER FOR AT LEAST A WEEK BEFORE HE COULD BE RESCUED. UPON UNDERTAKING THE EFFORT TO SAVE THE ANIMAL, MOTE STAFF MEMBERS FOUND HE SUFFERED FROM A NUMBER OF FISHING GEAR-RELATED ENTANGLEMENTS, INCLUDING LINE THAT HAD WRAPPED AROUND HIS FLIPPERS AND CUT THROUGH TISSUE ALL THE WAY TO THE BONE.AFTER RESCUING THIS TURTLE, WHICH WAS NICKNAMED MURPH IN HONOR OF A NAVY LIEUTENANT KILLED IN BATTLE, THE TEAM BROUGHT HIM TO MOTE'S SEA TURTLE REHABILITATION HOSPITAL, A HOSPITAL CREATED TO HELP SAVE THREATENED AND ENDANGERED SEA TURTLES AND RETURN THEM TO THE WILD. THE HOSPITAL TYPICALLY TREATS HUNDREDS OF TURTLES A YEAR, PROVIDING MEDICAL CARE THAT ALLOWS THEM TO SURVIVE AND RETURN TO THE WILD. JUST BEFORE MURPH WAS RETURNED TO THE WILD IN OCTOBER 2013, HE WAS OUTFITTED WITH A SATELLITE TRANSMITTER THAT ALLOWED SCIENTISTS IN MOTE'S SEA TURTLE CONSERVATION AND RESEARCH PROGRAM TO FOLLOW HIS TRAVELS AT SEA. NOT ONLY DOES THE TAG HELP US EVALUATE HOW WELL AN INDIVIDUAL ANIMAL DOES AFTER RELEASE, IT ALSO ALLOWS US TO LEARN MORE ABOUT HOW THESE ANIMALS LIVE IN THE WILD.MOTE'S GOALS GO BEYOND JUST HELPING INDIVIDUAL ANIMALS. THE FACT THAT MOTE IS INVESTED IN RESCUING, PROVIDING CRITICAL REHABILITATIVE CARE AND DOING SCIENTIFIC RESEARCH, ALLOWS US THE UNIQUE ABILITY TO COMBINE INFORMATION FROM MULTIPLE SOURCES ABOUT THE LIVES AND DEATHS OF INDIVIDUAL ANIMALS LIKE MURPH AND APPLY IT TO HELP RESTORE AND PROTECT WHOLE POPULATIONS OF ENDANGERED AND THREATENED SPECIES. FEW ORGANIZATIONS NATIONWIDE CAN CLAIM SUCH A COMPREHENSIVE EFFORT FOR SEA TURTLES, LET ALONE THE NUMEROUS OTHER SPECIES THAT MOTE WORKS WITH.
4c (Code:   ) (Expenses $ 982,220 including grants of $ 69,850 ) (Revenue $ 668,450 )
SEE SCHEDULE O:EDUCATIONMOTE MARINE LABORATORY'S COMMITMENT TO SUPPORTING A MORE OCEAN-LITERATE SOCIETY BEGINS WITH CHILDREN - BUT IT DOESN'T STOP THERE. IN ADDITION TO THE MANY PROGRAMS WE OFFER THAT ARE GEARED TOWARD THE YOUNG, WE ALSO OFFER PROGRAMS TO PROVIDE ADULTS WITH LIFE-LONG OPPORTUNITIES FOR PUBLIC ENGAGEMENT IN MARINE SCIENCE, LIKE AN ANNUAL SPECIAL LECTURE SERIES AND SCIENCE CAFES.MOTE'S ANNUAL SPECIAL LECTURE SERIES, GRACIOUSLY SPONSORED BY LOCAL PHILANTHROPISTS, SHOWCASES AN EXCITING SPEAKER LIST OF TOP SCIENTISTS AND EXPLORERS EACH YEAR THAT DRAWS THOUSANDS OF LOCAL RESIDENTS TO LEARN MORE ABOUT OCEAN-RELATED TOPICS.MOTE ALSO PRESENTS ON-SITE EXPERIENCES FOR STUDENTS THROUGH SCHOOL AND PUBLIC PROGRAMS, SUMMER CAMPS AND INTERNSHIP PROGRAMS INCLUDING THE NATIONAL SCIENCE FOUNDATION-FUNDED RESEARCH EXPERIENCES FOR UNDERGRADUATES, WHICH ALLOWS UNDERGRADUATE COLLEGE STUDENTS THE OPPORTUNITY TO UNDERTAKE SCIENTIFIC STUDIES UNDER THE DIRECT MENTORSHIP OF A PH.D.-LEVEL RESEARCHER. IN 2013, MOTE CELEBRATED ITS TENTH SUCCESSFUL YEAR OF HOSTING THIS NATIONAL SCIENCE FOUNDATION-FUNDED, WHICH IS DESIGNED TO ENCOURAGE STUDENTS INTERESTED IN STEM FIELDS. OVER 10-WEEKS, MOTE MENTORS HELP STUDENTS CHOOSE AND DEFINE THEIR RESEARCH PROJECTS AND GUIDE THEM AS THEY PERFORM EXPERIMENTS NEEDED TO COMPLETE THE PROJECT. IN 2013, MOTE ALSO WELCOMED THE FIRST GROUP OF STUDENTS FROM THE UNIVERSITY OF SOUTH FLORIDA SARASOTA-MANATEE CAMPUS TO THE NEWLY CREATED TEACHING LABS IN OUR ANN AND ALFRED GOLDSTEIN MARINE MAMMAL RESEARCH AND REHABILITATION BUILDING.THE LABS LEVERAGE THE STRENGTHS OF BOTH INSTITUTIONS IN A MARRIAGE OF ACADEMICS, RESEARCH AND BUSINESS. MOTE RESEARCHERS HOLD COURTESY FACULTY APPOINTMENTS AT USFSM, SHARING THEIR REAL-WORLD EXPERIENCE WITH STUDENTS, WHO WILL ONE DAY LEAD THE NEXT WAVE OF FLORIDA'S SCIENTISTS, ENGINEERS, TECHNICIANS AND BUSINESS VISIONARIES. THE LABS ARE THE SITE FOR ALL USFSM BIOLOGY AND CHEMISTRY CLASSES AND AN INQUIRY-BASED BACHELOR'S DEGREE PROGRAM IN BIOLOGY THAT WILL BEGIN IN 2014. IN ALL, OUR SCHOOL AND PUBLIC PROGRAMS REACHED 29,536 CHILDREN AND ADULTS THROUGH OUR SPECIAL PROGRAMMING, AND OUR MOTE MOBILE AND OTHER TRAVELING EXHIBITS REACHED MORE THAN A MILLION PEOPLE NATIONALLY AND INTERNATIONALLY. MOTE-SPONSORED EDUCATION PROGRAMS IN CHARLOTTE COUNTY REACHED MORE THAN 6,000 PARTICIPANTS AND MOTE HOSTED 30 HIGH SCHOOL INTERNS AND A RECORD 180 COLLEGE INTERNS.MOTE VOLUNTEERS ALSO PLAY A STRONG ROLE IN HELPING MOTE TO ACCOMPLISH ITS MISSION BY SHARING THEIR TIME AND EXPERTISE AS AQUARIUM DOCENTS, BEHIND-THE-SCENES CONTRIBUTORS AND EVEN LABORATORY RESEARCH ASSISTANTS. IN 2013, 1,685 VOLUNTEERS CONTRIBUTED 210,337 SERVICE HOURS TO MOTE, FOR A VALUE OF $4,743,099 MILLION.
(Code:   ) (Expenses $ 3,405,362 including grants of $ 151,433 ) (Revenue $ 2,316,973 )
PROTECT OUR REEFSFLORIDA HAS THE ONLY BARRIER CORAL REEF SYSTEM IN THE CONTINENTAL U.S. IT'S LIKE HAVING THE GRAND CANYON UNDERWATER - A NATURAL TREASURE THAT TOOK MILLIONS OF YEARS TO CREATE AND DESERVES OUR PROTECTION. SADLY, CORALS ARE IN DECLINE WORLDWIDE. RESEARCH IS HELPING TO UNDERSTAND WHY AND WHAT TO DO ABOUT IT. EDUCATION AND CONSERVATION EFFORTS CAN HELP REDUCE HUMAN IMPACT ON THESE PRECIOUS RESOURCES. TO HELP SUPPORT MARINE RESEARCH, CONSERVATION AND EDUCATION EFFORTS DESIGNED AT SAVING FLORIDA'S REEF, MOTE MARINE LABORATORY SPONSORED THE CREATION OF THE PROTECT OUR REEFS SPECIALTY LICENSE PLATE IN FLORIDA. THE PLATE WAS APPROVED BY THE FLORIDA LEGISLATURE IN JULY 2003. MOTE ADMINISTERS THESE FUNDS.FOR EACH REEF PLATE PURCHASED BY A FLORIDA-LICENSED DRIVER, $25 IS USED TO SUPPORT CORAL REEF RESEARCH, CONSERVATION AND OUTREACH PROGRAMS, INCLUDING A SPECIAL PROTECT OUR REEFS GRANTS PROGRAM. IN ADDITION TO SUPPORTING MOTE RESEARCH PROGRAMS, THIS PROGRAM ALLOWS OTHER FLORIDA-BASED ORGANIZATIONS TO APPLY FOR FUNDS FOR STUDIES THAT ARE DESIGNED TO HELP UNDERSTAND THE ISSUES OUR REEFS ARE FACING AND INVESTIGATE WAYS TO IMPROVE REEF HEALTH. 37.5% OF REVENUES SUPPORTS GRANTS AND AN ADDITIONAL 37.5% OF REVENUES SUPPORTS MOTE CORAL REEF RESEARCH. IN 2013, MOTE AWARDED $356,500 IN GRANTS FOR CORAL REEF RESEARCH, CONSERVATION AND OUTREACH. THESE STUDIES ARE HELPING SOCIETY GAIN A MORE COMPREHENSIVE PICTURE OF WHY CORALS ARE IN DECLINE AND THE FACTORS THAT KEEP CORAL HEALTHY. THE OUTREACH PROGRAMS HELP FLORIDA RESIDENTS AND TOURISTS BETTER UNDERSTAND CORAL ECOSYSTEMS AND HOW HUMAN ACTIVITY AFFECTS THEM AND HOW THEY CAN PROACTIVELY ASSIST IN PROTECTING AND RESTORING CORAL REEFS.FLORIDA DRIVERS WHO PURCHASE THE STATE'S PROTECT OUR REEFS SPECIALTY LICENSE PLATE ARE SUPPORTING PROGRAMS LIKE THIS THAT HELP US ATTACK CORAL REEF PROBLEMS ON A NUMBER OF FRONTS.AQUACULTURE PARKMOTE AQUACULTURE PARK FACILITY OPERATIONSMOTE HAS 200 ACRES THAT HAS BEEN DEVELOPED INTO A STATE-OF-THE-ART AQUACULTURE FACILITY SUPPORTING THE CONSERVATION OF THE WORLD'S FISHERY STOCKS AND THE SUSTAINABLE PRODUCTION OF SEAFOOD. THE PARK INCLUDES MORE THAN 125,000 SQUARE FEET OF FACILITIES UNDER ROOF WHERE MOTE'S COMMERCIAL STURGEON DEMONSTRATION PROGRAM AND ITS MARINE AND FRESHWATER AQUACULTURE RESEARCH PROGRAM ARE HOUSED. EFFORTS AT THE FACILITY INCLUDE THE STUDY OF THE GROWTH OF SALTWATER SPECIES FOR RESTOCKING PROGRAMS - PARTICULARLY COMMON SNOOK, POMPANO, COBIA AND OTHER SPECIES - AND THE GROWTH OF FRESHWATER SIBERIAN STURGEON FOR MEAT AND CAVIAR PRODUCTION. IN 2006, MOTE BECAME THE FIRST ORGANIZATION IN FLORIDA TO PRODUCE CAVIAR - DEMONSTRATING THAT LARGE-SCALE AQUACULTURE PRODUCTION THAT RELIES ON WATER RECIRCULATING TECHNOLOGIES WAS FEASIBLE IN THE STATE.THE AQUACULTURE PARK TESTS EVERYTHING FROM WATER RE-USE TECHNOLOGIES TO VARIOUS WAYS TO INCORPORATE NEW SPECIES INTO ITS PRODUCTION PROCESS. RESEARCH IS BEING UNDERTAKEN TO USE FISH WASTE AND FRESH WATER WASTEWATER IN THE PRODUCTION OF PLANT SPECIES FOR LATER USE IN WETLAND AND COASTAL RESTORATION PROGRAMS.MEMBERSHIPIN 2013 MOTE MARINE LABORATORY AND AQUARIUM WAS FORTUNATE TO CONTINUE AND STRENGTHEN OUR 7,900 (HOUSEHOLDS) MEMBERSHIP PROGRAM. MEMBERSHIP DUES PROVIDE UNRESTRICTED FUNDS THAT ARE PUT TO WHERE THE NEED IS GREATEST ANNUALLY. INDIVIDUAL MEMBERSHIP LEVELS BEGIN AT $65 AND RISE TO $1,000. MEMBERSHIP BENEFITS INCLUDE UNRESTRICTED VISITS TO THE AQUARIUM AT MOTE MARINE LABORATORY WITH THE NUMBER OF GUESTS ALLOWED BASED ON INDIVIDUAL MEMBERSHIP LEVELS; DISCOUNTS IN THE AQUARIUM SHOPS; DISCOUNTS ON EDUCATION PROGRAMS AND CAMPS; FREE AND DISCOUNTED ADMISSIONS TO MORE THAN 100 ZOOS AND AQUARIUMS ACROSS THE UNITED STATES AND MUCH MORE. FOR A COMPLETE LIST OF MEMBERSHIP LEVELS, BENEFITS AND OPPORTUNITIES PLEASE VISIT OUR WEBSITE AT WWW.MOTE.ORG/MEMBERSHIP
4d Other program services (Describe in Schedule O.)
(Expenses $ 3,405,362 including grants of $ 151,433 ) (Revenue $ 2,316,973 )
4e Total program service expensesMediumBullet16,787,202
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
112
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
220
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
Yes
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
28
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
26
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletDENA SMITH MOTE MARINE LABORATORY1600 KEN THOMPSON PARKWAYSARASOTAFL34236 (941) 388-4441
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALAN ROSE........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(2) ARTHUR ARMITAGE........................................................................
CHAIRMAN EMERITUS
 5.00
.......................   		X           0 0 0
(3) EDWARD H JENNINGS........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(4) EUGENIE CLARK PHD........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(5) FREDERICK M DERR PE........................................................................
CHAIRMAN EMERITUS
 5.00
.......................   		X           0 0 0
(6) PAUL CARREIRO........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(7) HOWARD SEIDER JR MD........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(8) JAMES D ERICSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(9) DEAN EISNER........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(10) JUDY GRAHAM........................................................................
CHAIRMAN EMERITUS
 5.00
.......................   		X           0 0 0
(11) MARY LOU JOHNSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(12) NIGEL MOULD........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(13) PENELOPE KINGMAN........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(14) RICHARD O DONEGAN........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(15) ROBERT ESSNER........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(16) RONALD A JOHNSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(17) RONALD CIARAVELLA........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SUSAN C GILMORE........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(19) SYLVIA EARLE PHD........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(20) KIRK MALCOLM........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(21) ROBERT CARTER........................................................................
CHAIRMAN EMERITUS
 5.00
.......................   		X           0 0 0
(22) JEANIE STEVENSON........................................................................
TREASURER
 5.00
.......................   		X           0 0 0
(23) GENE BECKSTEIN........................................................................
CHAIRMAN
 5.00
.......................   		X   X       0 0 0
(24) G LOWE MORRISON........................................................................
VICE CHAIRMAN
 5.00
.......................   		X   X       0 0 0
(25) LT GEN HOWARD G CROWELL JR........................................................................
TREASURER
 5.00
.......................   		X   X       0 0 0
(26) MICKEY CALLANEN........................................................................
SECRETARY
 5.00
.......................   		X   X       0 0 0
(27) KUMAR MAHADEVAN PH D........................................................................
PRESIDENT 1/1/13 - 05/16/13
 40.00
.......................   		X   X       224,517 0 35,231
(28) MICHAEL P CROSBY PHD........................................................................
PRESIDENT/CEO 5/16/13 - PRESENT
 40.00
.......................   		X   X       217,811 0 25,274
(29) DENA J SMITH........................................................................
CFO & VP, ADMINISTRATION
 40.00
.......................   		    X       110,534 0 17,443
(30) DAVID VAUGHAN PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   131,067 0 18,573
(31) JOHN REYNOLDS III PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   127,530 0 27,300
(32) KENNETH LEBER PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   121,874 0 19,725
(33) ROBERT HUETER PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   124,906 0 28,302
(34) THOMAS WATERS........................................................................
CHIEF ADVANCEMENT OFFICER
 40.00
.......................   		        X   138,418 0 13,140
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,196,657 0 184,988
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet15
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SARASOTA BAY EXPLORERS1923 LINCOLN DRIVESARASOTAFL34236 ECO-TOURISM BOAT TOURS 585,205
MANCINI DINERS4411 BEAUCHAMP COURTSARASOTAFL34243 DINER AT MOTE AQUARIUM 363,491
THE ONE TO ONE GROUP7324 DELAINEY COURTSARASOTAFL34240 MARKETING SERVICES 176,087
JANI-KING OF TAMPA BAY118 COLLEGE DRIVEHATTIESBURGMS39406 JANITORIAL SERVICE 133,687
CHANGING OUR WORLD220 EAST 42ND STREETNEW YORKNY10014 CAMPAIGN CONSULTANT 106,946
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 138,015
d Related organizations...1d 1,800,701
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		2,278,288
g Noncash contributions included in lines
1a-1f:$ 		222,725
h Total. Add lines 1a-1f.......MediumBullet 4,217,004
Program Service RevenueAmt Business Code
2a RESEARCH 541700 8,395,217 8,395,217    
b AQUARIUM 713990 3,533,597 3,533,597    
c PROTECT OUR REEFS - LICENSE PLATE 900099 943,901 943,901    
d MEMBERSHIPS 900099 901,028 901,028    
e EDUCATION AND DISTANCE LEARNING 611710 668,450 668,450    
f All other program service revenue . 472,044 472,044    
g Total. Add lines 2a–2f........MediumBullet 14,914,237
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 42,874     42,874
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 921,386 158,191
b Less: cost or other basis and sales expenses 938,292 147,443
c Gain or (loss) -16,906 10,748
d Net gain or (loss)..........MediumBullet -6,158     -6,158
8a Gross income from fundraising events (not including
$ 138,015
of contributions reported on line 1c). See Part IV, line 18 ..
a 91,683
b Less: direct expenses ...b 139,517
c Net income or (loss) from fundraising events..MediumBullet -47,834   -47,834
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 1,117,433
b Less: cost of goods sold ..b 580,622
c Net income or (loss) from sales of inventory..MediumBullet 536,811     536,811
Miscellaneous Revenue Business Code
11a BP SETTLEMENT 900099 1,625,960     1,625,960
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,625,960
12 Total revenue. See Instructions......MediumBullet 21,282,894 14,914,237 0 2,151,653
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 151,433 151,433
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 145,950 145,950
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 688,710 385,109 261,239 42,362
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 8,286,343 6,580,536 1,164,231 541,576
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 415,711 356,689 21,963 37,059
9 Other employee benefits ....... 631,414 495,094 84,882 51,438
10 Payroll taxes ........... 556,224 428,292 83,434 44,498
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 15,728 14,001 119 1,608
c Accounting ........... 39,750   39,750  
d Lobbying ........... 133,687     133,687
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 1,168,163 919,472 106,269 142,422
12 Advertising and promotion .... 272,462 229,665 2,998 39,799
13 Office expenses ....... 716,253 500,828 102,867 112,558
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 726,799 482,586 239,889 4,324
17 Travel ............ 558,270 537,262 5,927 15,081
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 163,009 155,612 1,253 6,144
20 Interest ........... 216,934 158,605 58,329  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 2,370,001 749,502 1,620,499  
23 Insurance .............. 524,694 253,040 260,933 10,721
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a EQUIPMENT RENTAL & MAIN 1,191,296 806,685 377,815 6,796
b SUPPLIES 642,100 636,290 5,654 156
c INTERNAL RENTALS 0 239,403 -248,373 8,970
d OVERHEAD ALLOCATION 0 2,416,270 -2,416,270  
e All other expenses 250,528 144,878 48,596 57,054
25 Total functional expenses. Add lines 1 through 24e 19,865,459 16,787,202 1,822,004 1,256,253
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 509,664 1 1,482,022
2 Savings and temporary cash investments ......... 2,084,095 2 2,553,714
3 Pledges and grants receivable, net ........... 1,479,198 3 1,626,461
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 220,415 8 182,840
9 Prepaid expenses and deferred charges .......... 103,854 9 162,290
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 57,347,285
b Less: accumulated depreciation ..... 10b 33,592,368 25,501,156 10c 23,754,917
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 1,708,794 12 1,283,069
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 15,380,310 15 17,639,787
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 46,987,486 16 48,685,100
Liabilities 17 Accounts payable and accrued expenses ......... 1,542,496 17 1,292,424
18 Grants payable .................   18  
19 Deferred revenue ................ 3,898,634 19 4,457,284
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 9,926,150 23 8,387,331
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 15,367,280 26 14,137,039
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 16,908,947 27 17,649,301
28 Temporarily restricted net assets ........... 5,970,841 28 7,341,290
29 Permanently restricted net assets ........... 8,740,418 29 9,557,470
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 31,620,206 33 34,548,061
34 Total liabilities and net assets/fund balances ........ 46,987,486 34 48,685,100
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
21,282,894
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
19,865,459
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,417,435
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
31,620,206
5
Net unrealized gains (losses) on investments ...............
5
1,649
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
1,508,771
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
34,548,061
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 2,362,824 2,613,531 2,729,063 3,007,908 4,217,004 14,930,330
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 2,362,824 2,613,531 2,729,063 3,007,908 4,217,004 14,930,330
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 1,657,249
6 Public support. Subtract line 5 from line 4. 13,273,081
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 2,362,824 2,613,531 2,729,063 3,007,908 4,217,004 14,930,330
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 24,647 19,662 24,641 38,376 42,874 150,200
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10). 15,080,530
12
12
79,193,513
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
88.010 %
15
15
79.800 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
MOTE MARINE LABORATORY INC
  		Employer identification number

59-0756643
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
MOTE MARINE LABORATORY INC
  		Employer identification number

59-0756643
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
MOTE MARINE LABORATORY INC
  		Employer identification number

59-0756643
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 133,687  
c Total lobbying expenditures (add lines 1a and 1b) ................... 133,687  
d Other exempt purpose expenditures ........................ 19,731,772  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 19,865,459  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 105,447 109,422 110,967 133,687 459,523
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 615,933 614,327 614,696 613,070 610,362
b Contributions ........          
c Net investment earnings, gains, and losses -4,109 6,395 5,879 10,630 5,794
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		6,216 4,789 6,248 9,004 3,086
f Administrative expenses ....          
g End of year balance ...... 618,040 615,933 614,327 614,696 613,070
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet99.030 %
c
Temporarily restricted endowment SchDMd Bullet0.970 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   7,498,190 7,498,190
b Buildings ................   34,501,640 19,877,623 14,624,017
c Leasehold improvements ............        
d Equipment ................   13,054,455 11,848,396 1,206,059
e Other .................   2,293,000 1,866,349 426,651
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 23,754,917
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) BENEFICIAL INTEREST IN MOTE MARINE FOUNDATION, INC. 15,694,854
(2) DUE FROM MOTE MARINE FOUNDATION 8,964
(3) DONATED ASSETS HELD FOR SALE 88,650
(4) DUE FROM MESI 1,703,340
(5) PATENTS 87,279
(6) BENEFICIAL INTEREST IN LIFE ESTATE 56,700



Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 17,639,787
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 23,539,569
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,649
b Donated services and use of facilities ......... 2b 26,118
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,508,769
e Add lines 2a through 2d ..................... 2e 1,536,536
3 Subtract line 2e from line 1..................... 3 22,003,033
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -720,139
c Add lines 4a and 4b....................... 4c -720,139
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 21,282,894
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 20,611,714
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 26,118
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 720,139
e Add lines 2a through 2d...................... 2e 746,257
3 Subtract line 2e from line 1..................... 3 19,865,457
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 2
c Add lines 4a and 4b....................... 4c 2
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 19,865,459
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: ALL ENDOWMENT FUNDS ARE HELD IN PERPETUITY WITH THE INCOME USED AS FOLLOWS 1-THE CULTURAL ENDOWMENT FUND INCOME IS USED TO SUPPORT OPERATIONS FOR THE AQUARIUM 2- THE KEYS ADVISORY BOARD ENDOWMENT FUND INCOME IS USED TO SUPPORT PROGRAM ACTIVITIES AT THE KEYS FACILITY.
PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE LABORATORY HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE LABORATORY.
PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY EARNINGS IN SUBSIDIARY INCOME -425,725. CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 1,934,494.
PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES INCLUDED IN PART VIII FORM 990 -580,622. SPECIAL EVENTS EXPENSES INCLUDED IN PART VIII FORM 990 -139,517.
PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES INCLUDED IN PART VIII FORM 990 580,622. SPECIAL EVENTS EXPENSES INCLUDED IN PART VIII FORM 990 139,517.
PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

OCEANIC EVENING
(event type) 		(b) Event #2

PARTY ON THE PASS
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 142,450 56,990 30,258 229,698
2 Less: Contributions . . 91,650 39,890 6,475 138,015
3 Gross income (line 1
minus line 2) . . . 		50,800 17,100 23,783 91,683
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . 79,077 10,688 110 89,875
8 Entertainment . . .        
9 Other direct expenses . 17,955 15,667 16,020 49,642
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 139,517
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -47,834
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number
59-0756643
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) SMITHSONIAN INSTITUTION
PO BOX 37012 MRC 1205
WASHINGTON,DC20013 		53-0206027 501(C)(3) 34,657       PROTECT OUR REEFS GRANT
(2) UNIVERSITY OF FLORIDA
PO BOX 103610
GAINESVILLE,FL32610 		59-6002052 THE STATE OF FLORIDA 24,537       PROTECT OUR REEFS GRANT
(3) UNIVERSITY OF MIAMI
4600 RICKENBACKER CAUSEWAY
MIAMI,FL33149 		59-0624458 501(C)(3) 28,950       PROTECT OUR REEFS GRANT
(4) MARINE RESOURCES DEVELOPMENT
PO BOX 787
KEY LARGO,FL33037 		67-0258256 501(C)(3) 5,225       PROTECT OUR REEFS GRANT
(5) NOVA UNIVERSITY
3301 COLLEGE AVENUE
FT LAUDERDALE,FL33314 		59-1083502 501(C)(3) 2,906       PROTECT OUR REEFS GRANT
(6) UNIVERSITY OF NORTH FLORIDA
1 UNF DRIVE
JACKSONVILLE,FL32224 		59-2976169 THE STATE OF FLORIDA 23,236       PROTECT OUR REEFS GRANT
(7) FLORIDA INSTITUTE OF TECHNOLOGY
150 W UNIVERSITY BLVD
MELBOURNE,FL32901 		59-6046500 501(C)(3) 18,000       PROTECT OUR REEFS GRANT
(8) REEF
PO BOX 246
KEY LARGO,FL33037 		65-0270064 501(C)(3) 6,422       PROTECT OUR REEFS GRANT
(9) ECKERD COLLEGE
4200 54TH AVENUE SOUTH
ST PETERSBURG,FL33711 		59-0859121 501(C)(3) 7,500       PROTECT OUR REEFS GARNT






2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
9
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCHOLARSHIPS 49 69,850      
(2) STIPENDS 19 76,100      










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: GRANTS ARE AWARDED TO ELIGIBLE ORGANIZATIONS THROUGH MOTE MARINE LABORATORY'S PROTECT OUR REEFS PROGRAM USING FUNDS COLLECTED FROM REEF LICENSE PLATE SALES. THE FINAL DECISION AS TO WHICH PROPOSALS WILL BE FUNDED AND UNDER WHAT CONDITIONS WILL BE MADE BY MICHAEL CROSBY, PH.D., THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF MOTE. TO ASSIST HIM, DR. CROSBY HAS ASSEMBLED A GRANTS ADVISORY COMMITTEE OF EIGHT INDIVIDUALS WITH BROAD AND DIVERSE BACKGROUNDS IN CORAL REEF RESEARCH, EDUCATION, CONSERVATION AND MANAGEMENT. THE COMMITTEE EVALUATES AND RANKS EACH OF THE PROPOSALS SUBMITTED. OUTSIDE EXPERTS ARE ALSO CONSULTED TO PEER REVIEW THE PROPOSALS AS NECESSARY. THE COMMITTEE MAKES RECOMMENDATIONS TO DR. CROSBY AS TO WHICH PROPOSALS SHOULD BE SELECTED AND IN WHAT AMOUNTS. A LIMITED NUMBER OF SCHOLARSHIP GRANTS ARE AWARDED TO INDIVIDUALS EACH YEAR. THE SCHOLARSHIP AWARD RANGES FROM $500 TO $2,000 FOR A TWO TO THREE MONTH INTERNSHIP. A SCHOLARSHIP COMMITTEE AWARDS SCHOLARSHIPS BASED ON PROGRAM NEED AND STUDENT'S FINANCIAL NEED, ACADEMIC MERIT AND RECOMMENDATIONS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)KUMAR MAHADEVAN PH DPRESIDENT 1/1/13 - 05/16/13 (i)
(ii)		 221,946
0 		0
0 		2,571
0 		23,000
0 		12,231
0 		259,748
0 		0
0
(2)MICHAEL P CROSBY PHDPRESIDENT/CEO 5/16/13 - PRESENT (i)
(ii)		 217,811
0 		0
0 		0
0 		12,110
0 		13,164
0 		243,085
0 		0
0
(3)JOHN REYNOLDS III PHDSR SCIENTIST (i)
(ii)		 127,530
0 		0
0 		0
0 		15,098
0 		12,202
0 		154,830
0 		0
0
(4)ROBERT HUETER PHDSR SCIENTIST (i)
(ii)		 124,906
0 		0
0 		0
0 		14,900
0 		13,402
0 		153,208
0 		0
0
(5)THOMAS WATERSCHIEF ADVANCEMENT OFFICER (i)
(ii)		 138,418
0 		0
0 		0
0 		7,385
0 		5,755
0 		151,558
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles .. X 2 18,517 FAIR MARKET VALUE
7 Boats and planes .... X 14 78,150 FAIR MARKET VALUE
8 Intellectual property ...        
9 Securities—Publicly traded . X 1 7,759 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( EQUIPMENT ) X 8 118,299 FAIR MARKET VALUE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Return Reference Explanation
FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS WORKED IN MANY PROGRAM AREAS INCLUDING IN THE AQUARIUM, ANIMAL CARE, THE SEA TURTLE PROGRAM, HIGH SCHOOL AND COLLEGE INTERNS, ADVISORY BOARD, BOARD OF TRUSTEES, COMMUNITY SERVICE AND RESEARCH.
FORM 990, PART III, LINE 4A AS NEW PRESIDENT AND CEO, DR. CROSBY WILL OVERSEE THE LAB'S GROUNDBREAKING RESEARCH PROGRAMS THAT TAKE PLACE IN SOUTHWEST FLORIDA AND AROUND THE WORLD, ALONG WITH THE ORGANIZATION'S EFFORTS TO EDUCATE AND INFORM THE PUBLIC AND POLICY MAKERS ABOUT THE MARINE ENVIRONMENT. JAPANESE-LED PROJECT SUSTAINING MARINE ENVIRONMENT GAINS SUPPORT AT MOTE FORUM INTERNATIONAL SCIENTISTS, FISHERIES REPRESENTATIVES AND NEARLY 100 MEMBERS OF THE LOCAL COMMUNITY GATHERED IN MAY AT MOTE MARINE LABORATORY FOR A PUBLIC FORUM FOCUSED ON HOW COMMUNITIES AROUND THE WORLD ARE MAKING SCIENCE-BASED CONSERVATION HAPPEN - AND THEIR DISCUSSION BROUGHT A NEW NOTION TO TOWN: "SATO-UMI." SATO-UMI - A CONCEPT THAT ORIGINATED IN JAPAN AND IS GAINING GROUND AROUND THE WORLD - IS THE HARMONY BETWEEN HUMAN COMMUNITIES AND THE PRODUCTIVITY AND BIODIVERSITY OF MARINE ECOSYSTEMS. THE IDEA OFFERS MAJOR BENEFITS FOR SARASOTA BAY, FROM RESTORING DEPLETED SCALLOP POPULATIONS TO ENHANCING HISTORIC FISHERIES OF CORTEZ, FORUM LEADERS SAID. THE FORUM WAS CONDUCTED AS PART OF A GLOBAL STUDY OF SCIENCE AND SOCIETY LED BY JAPAN'S RESEARCH INSTITUTE FOR HUMANITY AND NATURE (RIHN) TITLED "FORMATION OF LOCAL ENVIRONMENTAL KNOWLEDGE SYSTEMS FOR CREATION AND SUSTAINABLE GOVERNANCE OF NEW COMMONS." THE STUDY EXAMINES HOW GRASSROOTS GROUPS, RESEARCHERS WORKING IN THE SAME AREA, POLICYMAKERS AND OTHERS CAN BLEND TRADITIONAL AND SCIENTIFIC KNOWLEDGE AND TECHNIQUES TO RESTORE, CONSERVE AND SUSTAINABLY USE NATURAL RESOURCES. MOTE DECLARED CULTURAL ORGANIZATION OF THE YEAR BY SARASOTA CHAMBER MOTE MARINE LABORATORY WAS DECLARED CULTURAL ORGANIZATION OF THE YEAR BY THE GREATER SARASOTA CHAMBER OF COMMERCE DURING THE 23RD ANNUAL FRANK G. BERLIN, SR. SMALL BUSINESS AWARDS, WHICH DREW 500 BUSINESS AND COMMUNITY LEADERS TO CELEBRATE SMALL BUSINESS AND HONOR WINNERS IN SEVEN CATEGORIES. COMBAT WOUNDED & INJURED VETERANS, SCUBANAUTS TEAM UP TO HELP MOTE MARINE LABORATORY RESTORE LIFE TO FLORIDA'S REEF FLORIDA'S CORAL REEF GOT A BOOST IN JULY WHEN VOLUNTEERS FROM THE COMBAT WOUNDED VETERAN CHALLENGE AND SCUBANAUTS INTERNATIONAL ST. PETERSBURG AND TARPON SPRINGS CHAPTERS JOINED SCIENTISTS FROM MOTE MARINE LABORATORY AT WORK IN MOTE'S CORAL REEF NURSERY IN THE FLORIDA KEYS IN A STORY THAT RECEIVED NATIONAL TELEVISION COVERAGE ON THE NBC NIGHTLY NEWS AND THE TODAY SHOW. MORE THAN SIX YEARS AGO, MOTE ESTABLISHED AN UNDERWATER CORAL NURSERY WHERE SCIENTISTS GROW FRAGMENTS OF CORAL - PARTICULARLY THE THREATENED STAGHORN CORAL (ACROPORA CERVICORNIS) - FOR REPLANTING ON DECIMATED OR DAMAGED SECTIONS OF REEF WITHIN THE FLORIDA KEYS NATIONAL MARINE SANCTUARY. BY THE END OF THE TWO-DAY MISSION, THE SCUBANAUTS AND VETERANS HELPED TO PRODUCE SOME 2,000 CORAL FRAGMENTS, BRINGING THE NUMBER OF STAGHORN CORALS GROWING IN MOTE'S NURSERY TO ABOUT 10,000. MOTE COLLABORATIVE STUDY REVEALS MIGRATION OF EARTH'S BIGGEST FISH THE LARGEST-EVER SCIENTIFIC STUDY OF WHALE SHARKS - THE WORLD'S BIGGEST FISH - WAS PUBLISHED IN THE JOURNAL PLOS ONE BY MOTE SICENTISTS AND COLLABORATORS FROM MEXICO. THE NINE-YEAR STUDY REVEALS THE SHARKS' INTERNATIONAL JOURNEYS AND THEIR RELATIONSHIP TO THE LARGEST WHALE SHARK FEEDING HOTSPOT KNOWN TO SCIENCE. MOTE CELEBRATES 10TH SUCCESSFUL YEAR OF NSF-FUNDED INTERN PROGRAM IN 2013, MOTE CELEBRATED ITS TENTH SUCCESSFUL YEAR OF HOSTING THE NATIONAL SCIENCE FOUNDATION-FUNDED PROGRAM "RESEARCH EXPERIENCES FOR UNDERGRADUATES." THIS PROGRAM IS DESIGNED TO GIVE UNDERGRADUATE STUDENTS HANDS-ON EXPERIENCE IN DEVELOPING AND IMPLEMENTING A RESEARCH PROJECT THAT THEY CREATE. THE PROGRAM'S OVERALL GOAL IS TO INCREASE THE NUMBER OF PROFESSIONALS WORKING IN STEM - SCIENCE, TECHNOLOGY, ENGINEERING AND MATH - FIELDS NATIONWIDE. MOTE WELCOMES USFSM STUDENTS TO CAMPUS MOTE WELCOMED THE FIRST GROUP OF STUDENTS FROM THE UNIVERSITY OF SOUTH FLORIDA SARASOTA-MANATEE CAMPUS TO THE NEWLY CREATED TEACHING LABS IN OUR ANN AND ALFRED GOLDSTEIN MARINE MAMMAL RESEARCH AND REHABILITATION BUILDING THIS FALL. THE LABS LEVERAGE THE STRENGTHS OF BOTH INSTITUTIONS IN A MARRIAGE OF ACADEMICS, RESEARCH AND BUSINESS. MOTE RESEARCHERS HOLD COURTESY FACULTY APPOINTMENTS AT USFSM, SHARING THEIR REAL-WORLD EXPERIENCE WITH STUDENTS, WHO WILL ONE DAY LEAD THE NEXT WAVE OF FLORIDA'S SCIENTISTS, ENGINEERS, TECHNICIANS AND BUSINESS VISIONARIES. THE LABS ARE THE SITE FOR ALL USFSM BIOLOGY AND CHEMISTRY CLASSES AND AN INQUIRY-BASED BACHELOR'S DEGREE PROGRAM IN BIOLOGY THAT WILL BEGIN IN 2014. MOTE CO-HOSTS NATIONAL SYMPOSIUM ON HARMFUL ALGAE IN SARASOTA IN OCTOBER, 215 RESEARCHERS FROM 31 STATES CONVENED IN SARASOTA FOR THE 7TH SYMPOSIUM ON HARMFUL ALGAE IN THE U.S., CO-HOSTED BY MOTE MARINE LABORATORY AND THE FLORIDA FISH AND WILDLIFE CONSERVATION COMMISSION (FWC). THIS IMPORTANT NATIONAL CONFERENCE WAS A CRITICAL VENUE FOR SCIENTISTS, RESOURCE MANAGERS AND PUBLIC HEALTH EXPERTS TO COME TOGETHER TO SHARE THEIR LATEST RESULTS ACROSS RESEARCH SPECIALTIES, EXPLORE TRENDS AND IDENTIFY NEW AREAS OF RESEARCH NEEDS. DR. BARBARA KIRKPATRICK, MANAGER OF MOTE'S ENVIRONMENTAL HEALTH PROGRAM CHAIRED THE SYMPOSIUM WITH LEANNE FLEWELLING, RESEARCH ADMINISTRATOR AT FWC. THE SYMPOSIUM WAS A CROSS-DISCIPLINARY MEETING THAT ENCOURAGED THE EXCHANGE OF IDEAS ACROSS SPECIALTY AND ADDRESSED KEY AREAS RELATED TO HARMFUL ALGAL BLOOMS, INCLUDING: -BLOOM ECOLOGY AND TOXICITY -PREVENTION, CONTROL AND MITIGATION -MONITORING AND MANAGEMENT -FORECASTING -IMPACTS ON HUMANS, INCLUDING HEALTH AND FISHERIES MOTE-ISRAELI WORKSHOP ADVANCES STUDY OF OCEAN ACIDIFICATION, CLIMATE CHANGE AND CORAL REEFS RESEARCH ON OCEAN ACIDIFICATION AND CLIMATE CHANGE - MAJOR THREATS TO CORAL REEFS - TOOK A LEAP FORWARD DURING AN INTERNATIONAL WORKSHOP IN ISRAEL, WHERE SCIENTISTS AND STUDENTS FROM SIX NATIONS EXCHANGED KNOWLEDGE AND PARTNERED FOR A MARATHON OF INTENSIVE, NOVEL STUDIES. THE 1ST INTERNATIONAL WORKSHOP ON IMPACTS OF OCEAN ACIDIFICATION AND CLIMATE CHANGE ON CORALS AND CORAL REEFS WAS CO-HOSTED BY MOTE MARINE LABORATORY AND THE INTERUNIVERSITY INSTITUTE FOR MARINE SCIENCES (IUI) IN EILAT, ISRAEL, TOOK PLACE IN EILAT. THE EVENT BROUGHT TOGETHER PARTICIPANTS FROM THE GERMANY, ISRAEL, ITALY, THE NETHERLANDS, THE U.K. AND THE U.S. PARTICIPANTS CONDUCTED LAB AND FIELD EXPERIMENTS WITH CORALS AND ASSOCIATED LIFE FORMS FROM THE RED SEA TO STUDY HOW OCEAN ACIDIFICATION AND CLIMATE CHANGE MIGHT AFFECT CORALS AND CORAL REEF COMMUNITIES.
FORM 990, PART VI, SECTION A, LINE 1 THE PRESIDENT/CEO IS A VOTING BOARD MEMBER. WHEN ISSUES ARISE THAT MAY CAUSE A CONFLICT OF INTEREST, HE RECUSES HIMSELF. ADDITIONALLY, THE PREVIOUS PRESIDENT WAS ALSO A VOTING BOARD MEMBER UNTIL HIS RETIREMENT 5/16/13.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH INFORMATION FROM THE ANNUAL AUDIT AND SENIOR MANAGEMENT. THE FINAL FORM 990 IS REVIEWED BY THE CEO AND CFO. PRIOR TO FILING, FORM 990 IS SIGNED BY THE CEO AND PROVIDED TO THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT IS DISTRIBUTED AT THE ANNUAL BOARD MEETING OR OTHER TIMES AS NEEDED. ALL SIGNED DISCLOSURES ARE COLLECTED WITH A FOLLOW UP UNTIL RETURNED. THEY ARE REVIEWED BY THE PRESIDENT OR CFO AND BROUGHT TO THE AUDIT COMMITTEE IF NEEDED FOR DETERMINATION.
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY THE CEO EVALUATION/COMPENSATION COMMITTEE. THE COMMITTEE BASES THEIR DECISION ON COMPENSATION DATA FROM COMPARABLE INSTITUTIONS AND A COMPREHENSIVE WRITTEN SUMMARY OF ACTIVITIES BY THE CEO. THE COMPENSATION FOR THE CFO IS DETERMINED BY THE CEO AFTER A BOARD APPROVED BUDGET RATE OF INCREASE. ALL DELIBERATION AND DECISIONS ARE CONTEMPORANEOUSLY SUBSTANTIATED.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS INCLUDING THE ARTICLES OF INCORPORATION AND BY-LAWS, THE CONFLICT OF INTEREST POLICY, THE FORM 990 AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENT IS ALSO AVAILABLE ON WWW.MOTE.ORG
FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 1,934,494. EQUITY EARNINGS IN SUBSIDARY INCOME -425,725. ROUNDING 2.
FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE IN THE AUDIT REVIEW PROCESS FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MOTE MARINE LABORATORY INC
 
Employer identification number

59-0756643
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) MOTE MARINE FOUNDATION INC

1600 KEN THOMPSON PARKWAY

SARASOTA,FL34236
59-2226800 		PROVIDES FUNDS TO SUPPORT MOTE MARINE LABORATORY FL 501(C)(3) LINE 11A, I  
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) MOTE ENVIRONMENTAL SERVICES INC

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236
59-1930307 		MARINE AND ENVIRONMENTAL RESEARCH FL  
C -425,725 1,283,069 73.310 %   No
(2) MOTE AQUACULTURE INC

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236
65-0628959 		MARINE AND ENVIRONMENTAL RESEARCH FL  
C     100.000 %   No










Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: