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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
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 $ 21,989,495
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 29
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 28
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 243
6 Total number of volunteers (estimate if necessary) ............. 6 1,713
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) ......... 4,217,004 4,826,927
9 Program service revenue (Part VIII, line 2g) ......... 14,914,237 15,142,973
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 36,716 -2,098,892
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,114,937 485,880
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 21,282,894 18,356,888
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 297,383 285,959
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) 10,578,402 10,962,166
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,241,383    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 8,989,674 9,345,319
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 19,865,459 20,593,444
19 Revenue less expenses. Subtract line 18 from line 12....... 1,417,435 -2,236,556
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 48,685,100 50,103,916
21 Total liabilities (Part X, line 26)............. 14,137,039 17,801,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 34,548,061 32,302,916
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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Firm's name MediumBullet
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Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
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: THE ADVANCEMENT OF MARINE AND ENVIRONMENTAL SCIENCES THROUGH SCIENTIFIC RESEARCH, EDUCATION AND PUBLIC OUTREACH, LEADING NEW DISCOVERIES, REVITALIZATION AND SUSTAINABILITY OF OUR OCEANS AND GREATER PUBLIC UNDERSTANDING OF OUR MARINE RESOURCES.
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 $ 9,425,137 including grants of $ 121,310 ) (Revenue $ 8,475,045 )
SEE SCHEDULE O:RESEARCHMOTE IS AN INDEPENDENT, NONPROFIT 501(C)3 MARINE RESEARCH ORGANIZATION WITH SIX RESEARCH FACILITIES LOCATED IN FLORIDA. AS OF DECEMBER 2014, MOTE HAS 24 RESEARCH PROGRAMS CONDUCTING WORLD-CLASS SCIENCE NOT ONLY IN OUR HOME COMMUNITY OF SOUTHWEST FLORIDA, BUT ON ALL THE WORLD'S SEVEN CONTINENTS. MOTE HAS BEEN COMMITTED TO MARINE RESEARCH AND MARINE CONSERVATION SINCE DR. EUGENIE CLARK FOUNDED THE LAB IN 1955. MOTE REMAINS 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 CONTINUALLY 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 AN 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)MOTE'S RESEARCH ORIGINALLY FOCUSED ON SHARKS AND UNDERSTANDING THEIR BASIC BIOLOGY, BUT TODAY MOTE'S RESEARCH HAS EXPANDED TO INCLUDE THOUSANDS OF STUDIES THAT PROVIDE VITAL INFORMATION FOR RESOURCE MANAGERS AND THE PUBLIC.IN 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 200 INCLUDING 35 DOCTORAL-LEVEL SCIENTISTS. MOTE ALSO MAINTAINS A STRONG VOLUNTEER CORE OF 1,713 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 2014:STUDY SHEDS NEW LIGHT ON BIOLOGY OF NESTING IN WORLD'S LARGEST SEA TURTLE SPECIESTHE LARGEST-EVER STUDY OF BLOOD PROTEINS IN LEATHERBACKS WAS RELEASED IN FEBRUARY BY MOTE, REVEALING SOME OF THE FASCINATING BIOLOGY BEHIND ONE OF NATURE'S MOST DEMANDING LIFE CYCLES. THIS NEW STUDY, LED BY A MOTE SCIENTIST AND PUBLISHED IN THE PEER-REVIEWED JOURNAL CONSERVATION PHYSIOLOGY, USED THE MOST DETAILED ANALYSIS OF BLOOD PROTEINS IN LEATHERBACKS TO DATE TO CONFIRM THAT ANOTHER POPULATION AT ST. CROIX IN THE U.S. VIRGIN ISLANDS FASTS WHILE NESTING, STRENGTHENING THE EMERGING PICTURE OF THE LEATHERBACK LIFE CYCLE. MORE RESULTS ALSO SHOW HOW FASTING AND MIGRATION MAY AFFECT THE TURTLES' BODIES, WHICH PROVIDES VITAL INFORMATION FOR RESOURCE MANAGERS SEEKING TO PROTECT THIS ENDANGERED SPECIES.THE RESEARCHERS COLLECTED 217 BLOOD SAMPLES FROM 76 LEATHERBACKS THAT CRAWLED ASHORE TO NEST DURING 2009 IN ST. CROIX, AFTER THEIR MIGRATION FROM FEEDING GROUNDS IN THE NORTH ATLANTIC. THEIR RESULTS REVEALED THE TOTAL AMOUNT OF PROTEINS, THE PERCENTAGE OF EACH TYPE AND THE RATIO OF ALBUMINS TO GLOBULINS. THESE MEASURES HELP REVEAL WHETHER THE TURTLES ARE FEEDING, HOW HEALTHY THEY ARE AND WHETHER THEY HAVE PROBLEMS INCLUDING INJURIES OR INFLAMMATION.SHARKS SENSE PREY IN SURPRISING WAYS, ACCORDING TO MAJOR STUDYHOW SHARKS HUNT PREY WAS REVEALED AS NEVER BEFORE IN A NEW STUDY ABOUT SHARK SENSES THAT WAS SUPPORTED BY THE NATIONAL SCIENCE FOUNDATION AND PUBLISHED APRIL 2 IN THE PEER-REVIEWED JOURNAL PLOS ONE.THE STUDY OF BLAKTIP, BONNETHEAD AND NURSE SHARKS, LED BY SCIENTISTS FROM MOTE, THE UNIVERSITY OF SOUTH FLORIDA (USF) IN TAMPA AND BOSTON UNIVERSITY, WAS THE FIRST TO SHOW HOW VISION, TOUCH, SMELL AND OTHER SENSES COMBINE TO GUIDE A DETAILED SERIES OF ANIMAL BEHAVIORS FROM START TO FINISH. RESULTS SHOW THAT SHARKS WITH DIFFERENT LIFESTYLES MAY FAVOR DIFFERENT SENSES, AND THEY CAN SOMETIMES SWITCH WHEN THEIR PREFERRED SENSES ARE BLOCKED. THAT'S HOPEFUL NEWS FOR SHARKS TRYING TO FIND FOOD IN CHANGING, SOMETIMES DEGRADED ENVIRONMENTS. IN GENERAL, THE RESULTS PROVIDE THE MOST DETAILED PLAY-BY-PLAY DESCRIPTION OF SHARK HUNTING BEHAVIOR TO DATE, FROM LONG-RANGE TRACKING OF SMELLS AND SWIMMING UPSTREAM USING THE LATERAL LINE TO ORIENTING AND STRIKING USING VISION, LATERAL LINE AND FINALLY ELECTRORECEPTION.MOTE'S 28TH RUN FOR THE TURTLES MAKES GREAT STRIDES FOR ENDANGERED SPECIESMORE THAN 800 RUNNERS AND WALKERS HIT THE BEACH TO HELP ENDANGERED AND THREATENED SEA TURTLES DURING MOTE'S 28TH RUN FOR THE TURTLES ON APRIL 5 AT SIESTA PUBLIC BEACH.THE RUN, WHICH INCLUDES A 5K SANCTIONED BY THE MANASOTA TRACK CLUB AND A 1-MILE FUN-RUN/WALK, HAS PROVIDED MAJOR SUPPORT FOR MOTE MARINE LABORATORY'S SEA TURTLE CONSERVATION AND RESEARCH PROGRAM, WHICH HAS COORDINATED SEA TURTLE CONSERVATION FOR 33 YEARS ALONG 35 MILES OF SARASOTA COUNTY BEACHES. MOTE SCIENTISTS AND VOLUNTEERS IN MOTE'S SEA TURTLE PATROL MONITOR SEA TURTLE NESTING EACH DAY DURING NESTING SEASON, MAY 1-OCT. 31. THE RUN, A JOINT EFFORT BETWEEN MOTE, THE MANASOTA TRACK CLUB AND SARASOTA COUNTY PARKS AND RECREATION, RAISES FUNDS TO HELP MOTE SCIENTISTS STUDY AND PROTECT SEA TURTLES, WHICH ARE CONSIDERED THREATENED OR ENDANGERED UNDER FEDERAL LAW.TAGGED GREAT WHITE SHARKS VISIT GULFA GREAT WHITE SHARK NICKNAMED "BETSY" AND TAGGED FOR RESEARCH OFF CAPE COD WAS TRACKED ABOUT 63 MILES OFF BOCA GRANDE, FLA., ON APRIL 25. IN THE WEEKS THAT FOLLOWED, ANOTHER TAGGED GREAT WHITE SHARK NICKNAMED "KATHARINE" WAS ALSO TRACKED IN THE GULF OF MEXICO.BETSY AND KATHARINE WERE EACH FITTED WITH MULTIPLE SCIENTIFIC TAGS DURING A TEAM EXPEDITION LED BY THE ORGANIZATION OCEARCH IN AUGUST 2013 OFF CAPE COD. THE SCIENTIFIC TEAM INCLUDED DRS. BOB HUETER AND NICK WHITNEY FROM MOTE'S CONGRESSIONALLY DESIGNATED CENTER FOR SHARK RESEARCH AND MANY OTHER RESEARCHERS AND INSTITUTIONS.BETSY WAS THE FIRST WHITE SHARK FROM THE OCEARCH-LED EXPEDITIONS IN THE ATLANTIC TO BE TRACKED INTO THE GULF.U.S. AND ISRAELI SCIENTISTS PARTNER ON INTERNATIONAL OCEAN INITIATIVESMOTE AND THE INTERUNIVERSITY INSTITUTE FOR MARINE SCIENCES (IUI) IN EILAT, ISRAEL, SIGNED A MEMORANDUM OF UNDERSTANDING (MOU) ON MAY 2 THAT WILL LEAD TO NEW RESEARCH ENDEAVORS DESIGNED TO UNDERSTAND THE IMPACTS THAT CLIMATE CHANGE WILL HAVE ON CORAL REEFS AND FIND WAYS TO RESTORE AND PROTECT REEFS WORLDWIDE.THIS NEW RESEARCH PARTNERSHIP WILL ALSO SUPPORT RESEARCH ON OCEAN ACIDIFICATION, THE ECOLOGY OF SHARKS AND BUTTERFLYFISH, MARINE BIOMEDICINE AND MANY OTHER KEY SUBJECTS SHARED BY THESE TWO WORLD-CLASS MARINE SCIENCE ORGANIZATIONS. ON MAY 2, DR. CROSBY AND DR. AMATZIA GENIN, DIRECTOR OF THE IUI, SIGNED THE AGREEMENT AT THE IUI IN EILAT. THE SIGNING CEREMONY TOOK PLACE DURING A HISTORIC TRIP BACK TO THE RED SEA WITH MOTE FOUNDER DR. CLARK, AS SHE CELEBRATED HER 92ND BIRTHDAY.
4b (Code:   ) (Expenses $ 3,382,516 including grants of $   ) (Revenue $ 3,671,640 )
SEE SCHEDULE O:AQUARIUMMOTE AQUARIUM 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 2014, 304,180 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 475 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.TRIPADVISOR NAMES MOTE 10TH BEST U.S. AQUARIUM!TRAVELERS HAVE SPOKEN AND MOTE AQUARIUM MADE THE TOP 10 LIST OF BEST U.S. AQUARIUMS, AS PART OF THEIR 2014 TRAVELER'S CHOICE AWARDS.THE AWARDS HONOR TOP TRAVEL SPOTS WORLDWIDE BASED ON THE MILLIONS OF REVIEWS AND OPINIONS FROM TRIPADVISOR TRAVELERS. AWARD WINNERS WERE DETERMINED USING AN ALGORITHM THAT TOOK INTO ACCOUNT THE QUANTITY AND QUALITY OF REVIEWS FOR ZOOS AND AQUARIUMS WORLDWIDE, GATHERED OVER A 12-MONTH PERIOD.
4c (Code:   ) (Expenses $ 1,145,779 including grants of $ 54,475 ) (Revenue $ 658,344 )
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 TODAY'S YOUTH, 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 (REU), WHICH ALLOWS UNDERGRADUATE COLLEGE STUDENTS THE OPPORTUNITY TO UNDERTAKE SCIENTIFIC STUDIES UNDER THE DIRECT MENTORSHIP OF A PH.D.-LEVEL RESEARCHER. IN 2014, MOTE CELEBRATED ITS ELEVENTH SUCCESSFUL YEAR OF HOSTING THIS NATIONAL SCIENCE FOUNDATION-FUNDED PROGRAM, WHICH IS DESIGNED TO ENCOURAGE STUDENTS INTERESTED IN STEM FIELDS.IN 2014, MOTE TEAMED UP WITH SARASOTA-MANATEE UNIVERSITIES DURING THE 2014-2015 SCHOOL YEAR TO OFFER 13 LOCAL UNIVERSITY STUDENTS AN INTENSIVE MARINE SCIENCE INTERNSHIP EXPERIENCE. THE NEW MOTE REU-USFSM PROGRAM GREW FROM THE ONGOING EDUCATIONAL PARTNERSHIP BETWEEN MOTE AND UNIVERSITY OF SOUTH FLORIDA SARASOTA-MANATEE (USFSM), AND IT DRAWS UPON MOTE'S 11 YEARS OF EXPERIENCE HOSTING THE PRESTIGIOUS, NATIONAL-LEVEL REU INTERNSHIP PROGRAM. THE PROGRAM PROVIDES PAID RESEARCH-TRAINING EXPERIENCES TO UNDERGRADUATE STUDENTS WHO ARE ENROLLED IN USFSM COURSES. FUNDING SUPPORT FOR ALL REU-USFSM INTERNS IS PROVIDED BY THE STATE OF FLORIDA WITH THE GOAL OF ADVANCING STEM EDUCATION.INTERNS ARE EXPECTED TO COMPLETE A MINIMUM OF 160 HOURS OF RESEARCH EXPERIENCE BETWEEN AUGUST, 2014 AND JULY, 2015. START AND END DATES DURING THIS PERIOD ARE TAILORED TO SPECIFIC RESEARCH PROJECTS. THE REU-USFSM PROGRAM EARNED MOTE A SPOT ON THE 2015-2016 EMPLOYER RECOGNITION WALL IN THE CAREER SUCCESS CENTER AT USF SARASOTA-MANATEE.IN ALL, OUR SCHOOL AND PUBLIC PROGRAMS REACHED 25,218 CHILDREN AND ADULTS THROUGH OUR SPECIAL PROGRAMMING, AND OUR MOTE MOBILE AND OTHER TRAVELING EXHIBITS REACHED MORE THAN 300,000 NATIONALLY AND INTERNATIONALLY. MOTE-SPONSORED EDUCATION PROGRAMS IN CHARLOTTE COUNTY REACHED MORE THAN 3,854 PARTICIPANTS AND MOTE HOSTED 266 HIGH SCHOOL INTERNS AND COLLEGE INTERNS. MOTE'S SUMMER PROGRAMS REACHED AN ALL-TIME RECORD OF 801 ENROLLED PARTICIPANTS.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 2014, 1,685 VOLUNTEERS CONTRIBUTED 212,337 SERVICE HOURS TO MOTE.
(Code:   ) (Expenses $ 3,251,565 including grants of $ 110,174 ) (Revenue $ 2,337,944 )
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 2014, THE PROTECT OUR REEFS LICENSE PLATE SALES RAISED $322,780 FOR GRANTS FOCUSED ON CORAL REEF RESEARCH, RESTORATION, EDUCATION AND CONSERVATION. THESE EFFORTS ARE HELPING SOCIETY GAIN A MORE COMPREHENSIVE PICTURE OF WHY CORALS ARE IN DECLINE AND THE FACTORS THAT KEEP CORALS HEALTHY. THE OUTREACH PROGRAMS HELP FLORIDA RESIDENTS AND TOURISTS BETTER UNDERSTAND CORAL REEF 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 A 200-ACRE, STATE-OF-THE-ART AQUACULTURE FACILITY SUPPORTING THE CONSERVATION OF THE WORLD'S FISHERIES AND SUSTAINABLE SEAFOOD PRODUCTION. THE PARK INCLUDES OVER 125,000 SQUARE FEET OF RESEARCH AND DEVELOPMENT FACILITIES, WHICH HAVE BEEN DEDICATED TO MOTE'S COMMERCIAL STURGEON DEMONSTRATION PROGRAM AND ITS MARINE AND FRESHWATER AQUACULTURE RESEARCH PROGRAM.STUDIES AT THE FACILITY FOCUS ON GROWTH, SPAWNING, HEALTH AND OTHER CHARACTERISTICS OF SALTWATER SPECIES SUCH AS COMMON SNOOK, POMPANO AND RED DRUM FOR RESTOCKING PROGRAMS, RESEARCH AND TECHNOLOGY DEVELOPMENT FOR SUSTAINABLE SEAFOOD PRODUCTION.THROUGH ITS EFFORTS WITH FRESHWATER SIBERIAN STURGEON, IN 2006 MOTE BECAME THE FIRST ORGANIZATION IN FLORIDA TO PRODUCE CAVIAR - DEMONSTRATING THAT LARGE-SCALE AQUACULTURE PRODUCTION USING WATER RECIRCULATING TECHNOLOGIES WAS FEASIBLE IN THE STATE. MOTE FARM-RAISED CAVIAR HAS BEEN EXTREMELY WELL RECEIVED AND IN DEMAND NATIONWIDE. 2014 BROUGHT TWO MAJOR SUCCESSES: MOTE SOLD THE RIGHTS TO RUN THE STURGEON/CAVIAR OPERATION TO THE PRIVATE BUSINESS SOUTHEAST VENTURE HOLDINGS, LLC (SEVEN HOLDINGS), WHICH IS INCORPORATING THE CAVIAR INTO THEIR HEALTHY EARTH BRAND. THE SALE MARKS THE FIRST MAJOR PRIVATE BUSINESS SPIN-OFF FROM MOTE RESEARCH - ONE OF OUR KEY STRATEGIC GOALS. (NOTE: MOTE STILL OWNS THE ENTIRE 200-ACRE AQUACULTURE PARK AND CONTINUES RESEARCH THERE.) MOTE LAUNCHED A PROTOTYPE GREENHOUSE FOR MARINE AQUAPONICS: RAISING SALTWATER RED DRUM IN 100-PERCENT RECIRCULATING AQUACULTURE WHILE USING THE WASTEWATER TO FERTILIZE SALT-LOVING, EDIBLE PLANTS. MOTE HAS SINCE BEGUN PRELIMINARY MARKETING OF PLANTS TO LOCAL CHEFS AND A FARMERS' MARKET.MEMBERSHIPIN 2014 MOTE MARINE LABORATORY AND AQUARIUM WAS FORTUNATE TO CONTINUE AND STRENGTHEN OUR 7,000 (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 MOTE AQUARIUM 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 $ 3,251,565 including grants of $ 110,174 ) (Revenue $ 2,337,944 )
4e Total program service expensesMediumBullet17,204,997
Form 990 (2014)
Form 990 (2014)
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
Yes
 
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
 
No
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," 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 (2014)
Form 990 (2014)
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
117
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
243
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
29
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
28
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDENA SMITH MOTE MARINE LABORATORY

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 (941) 388-4441
Form 990 (2014)
Form 990 (2014)
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) DEAN EISNER........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(4) EDWARD H JENNINGS........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(5) FREDERICK M DERR PE........................................................................
CHAIRMAN EMERITUS
 5.00
.......................   		X           0 0 0
(6) HOWARD SEIDER JR MD........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(7) JAMES D ERICSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(8) JEANIE STEVENSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(9) JOHN DART........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(10) JUDY GRAHAM........................................................................
CHAIRMAN EMERITUS
 5.00
.......................   		X           0 0 0
(11) KIRK MALCOLM........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(12) MARY LOU JOHNSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(13) EUGENIE CLARK PHD........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(14) NIGEL MOULD........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(15) PAUL CARREIRO........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(16) PENELOPE KINGMAN........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(17) RANDE RIDENOUR........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) RICHARD O DONEGAN........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(19) ROBERT CARTER........................................................................
CHAIRMAN EMERITUS
 5.00
.......................   		X           0 0 0
(20) ROBERT ESSNER........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(21) RONALD CIARAVELLA........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(22) SCOTT COLLINS........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(23) SUSAN C GILMORE........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(24) TRUDO LETSCHERT........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(25) G LOWE MORRISON........................................................................
VICE CHAIRMAN
 5.00
.......................   		X   X       0 0 0
(26) GENE BECKSTEIN........................................................................
CHAIRMAN
 5.00
.......................   		X   X       0 0 0
(27) LT GEN HOWARD G CROWELL JR........................................................................
TREASURER
 5.00
.......................   		X   X       0 0 0
(28) MICKEY CALLANEN........................................................................
SECRETARY
 5.00
.......................   		X   X       0 0 0
(29) MICHAEL P CROSBY PHD........................................................................
PRESIDENT/CEO
 40.00
.......................   		X   X       274,285 0 23,109
(30) DENA J SMITH........................................................................
CFO & VP, ADMINISTRATION
 40.00
.......................   		    X       94,512 5,000 21,200
(31) DAVID VAUGHAN PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   138,041 0 23,322
(32) JOHN REYNOLDS III PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   129,097 0 32,274
(33) KENNETH LEBER PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   131,414 0 22,644
(34) KUMAR MAHADEVAN PH D........................................................................
OUTREACH
 40.00
.......................   		        X   220,839 0 36,227
(35) ROBERT HUETER PHD........................................................................
SR SCIENTIST
 40.00
.......................   		        X   128,904 0 38,129
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,117,092 5,000 196,905
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet18
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 EXPLORERS

1923 LINCOLN DRIVE
SARASOTA,FL34236 		ECO-TOURISM BOAT TOURS 559,921
MANCINI DINERS

4411 BEAUCHAMP COURT
SARASOTA,FL34243 		DINER AT MOTE AQUARIUM 349,188
PARADISE ADVERTISING AND MARKETING INC

150 2ND AVE N STE 800
SAINT PETERSBURG,FL33701 		MARKETING SERVICES 304,491
JANI-KING OF TAMPA BAY

2469 SUNSET POINT RD
CLEARWATER,FL33765 		JANITORIAL SERVICE 144,041
BILIKI CRUISES

PO BOX 387
ENGADINE,NSW  
AS 		DIVE CHARTER SERVICE 130,356
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet8
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 186,399
d Related organizations...1d 1,354,318
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		3,286,210
g Noncash contributions included in lines
1a-1f:$ 		718,425
h Total. Add lines 1a-1f.......MediumBullet 4,826,927
Program Service RevenueAmt Business Code
2a RESEARCH 541700 8,475,045 8,475,045    
b AQUARIUM 713990 3,671,640 3,671,640    
c PROTECT OUR REEFS - LICENSE PLATE 900099 1,000,258 1,000,258    
d MEMBERSHIPS 900099 888,032 888,032    
e EDUCATION AND DISTANCE LEARNING 611710 658,344 658,344    
f All other program service revenue . 449,654 449,654    
g Total. Add lines 2a–2f........MediumBullet 15,142,973
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 55,103     55,103
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 604,829 262,181
b Less: cost or other basis and sales expenses 2,292,868 728,137
c Gain or (loss) -1,688,039 -465,956
d Net gain or (loss)..........MediumBullet -2,153,995     -2,153,995
8a Gross income from fundraising events (not including
$ 186,399
of contributions reported on line 1c). See Part IV, line 18 ..
a 109,223
b Less: direct expenses ...b 162,420
c Net income or (loss) from fundraising events..MediumBullet -53,197   -53,197
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 988,259
b Less: cost of goods sold ..b 449,182
c Net income or (loss) from sales of inventory..MediumBullet 539,077     539,077
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 18,356,888 15,142,973 0 -1,613,012
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 110,174 110,174
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 175,785 175,785
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 459,106 127,635 285,149 46,322
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 .... 8,668,403 6,976,427 1,241,541 450,435
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 464,560 378,249 51,925 34,386
9 Other employee benefits ....... 686,069 534,125 103,387 48,557
10 Payroll taxes ........... 684,028 526,702 109,444 47,882
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 18,532 10,425 8,107  
c Accounting ........... 40,950   40,950  
d Lobbying ........... 158,196     158,196
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) .... 1,556,080 1,200,084 161,563 194,433
12 Advertising and promotion .... 336,182 251,824 3,571 80,787
13 Office expenses ....... 727,210 503,409 101,131 122,670
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 802,672 542,298 255,022 5,352
17 Travel ............ 525,798 504,186 4,527 17,085
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 36,938 34,130 1,984 824
20 Interest ........... 191,228 147,162 44,066  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 2,321,993 646,241 1,675,752  
23 Insurance .............. 497,006 254,028 235,132 7,846
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 1,254,255 811,824 426,625 15,806
b SUPPLIES 669,884 667,092 2,782 10
c INTERNAL RENTALS 0 155,992 -166,784 10,792
d OVERHEAD ALLOCATION 0 2,493,664 -2,493,664  
e All other expenses 208,395 153,541 54,854  
25 Total functional expenses. Add lines 1 through 24e 20,593,444 17,204,997 2,147,064 1,241,383
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 (2014)
Form 990 (2014)
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 ............. 1,482,022 1 1,957,406
2 Savings and temporary cash investments ......... 2,553,714 2 2,553,984
3 Pledges and grants receivable, net ........... 1,626,461 3 4,593,825
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 1,400,000
8 Inventories for sale or use .............. 182,840 8 127,571
9 Prepaid expenses and deferred charges .......... 162,290 9 77,996
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 57,335,406
b Less: accumulated depreciation ..... 10b 34,888,062 23,754,917 10c 22,447,344
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 1,283,069 12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 17,639,787 15 16,945,790
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 48,685,100 16 50,103,916
Liabilities 17 Accounts payable and accrued expenses ......... 1,292,424 17 1,059,617
18 Grants payable .................   18  
19 Deferred revenue ................ 4,457,284 19 7,538,194
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 .. 8,387,331 23 8,595,375
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.................... 0 25 607,814
26 Total liabilities. Add lines 17 through 25......... 14,137,039 26 17,801,000
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 .............. 17,649,301 27 14,382,374
28 Temporarily restricted net assets ........... 7,341,290 28 7,748,283
29 Permanently restricted net assets ........... 9,557,470 29 10,172,259
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 ........... 34,548,061 33 32,302,916
34 Total liabilities and net assets/fund balances ........ 48,685,100 34 50,103,916
Form 990 (2014)
Form 990 (2014)
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
18,356,888
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
20,593,444
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-2,236,556
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
34,548,061
5
Net unrealized gains (losses) on investments ...............
5
175
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
-8,764
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
32,302,916
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 2,613,531 2,729,063 3,007,908 4,217,004 4,826,927 17,394,433
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 2,613,531 2,729,063 3,007,908 4,217,004 4,826,927 17,394,433
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).. 1,425,197
6 Public support. Subtract line 5 from line 4. 15,969,236
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 2,613,531 2,729,063 3,007,908 4,217,004 4,826,927 17,394,433
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 19,662 24,641 38,376 42,874 55,103 180,656
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 VI.)..            
11 Total support Add lines 7 through 10. 17,575,089
12
12
79,756,355
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
90.860 %
15
15
88.010 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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
2014
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
MOTE MARINE LABORATORY INC
  		Employer identification number

59-0756643
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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) ....... 158,196  
c Total lobbying expenditures (add lines 1a and 1b) ................... 158,196  
d Other exempt purpose expenditures ........................ 20,435,248  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 20,593,444  
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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 109,422 110,967 133,687 158,196 512,272
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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 618,040 615,933 614,327 614,696 613,070
b Contributions ........          
c Net investment earnings, gains, and losses 2,655 -4,109 6,395 5,879 10,630
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		-2,025 6,216 4,789 6,248 9,004
f Administrative expenses ....          
g End of year balance ...... 618,670 618,040 615,933 614,327 614,696
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 Bullet98.930 %
c
Temporarily restricted endowment SchDMd Bullet1.070 %
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 ................   33,771,131 20,999,016 12,772,115
c Leasehold improvements ............        
d Equipment ................   13,351,645 12,050,070 1,301,575
e Other .................   2,714,440 1,838,976 875,464
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 22,447,344
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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. 15,943,356
(2) DUE FROM MOTE MARINE FOUNDATION 133,817
(3) DONATED ASSETS HELD FOR SALE 101,935
(4) PATENTS 95,069
(5) CONSTRUCTION IN PROGRESS 63,799
(6) INVESTMENT IN DEFERRED COMPENSATION PLAN 607,814



Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 16,945,790
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  
DEFERRED COMPENSATION PAYABLE 607,814








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 607,814
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) 2014

Schedule D (Form 990) 2014
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 18,960,201
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 175
b Donated services and use of facilities ......... 2b 300
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -8,764
e Add lines 2a through 2d ..................... 2e -8,289
3 Subtract line 2e from line 1..................... 3 18,968,490
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 -611,602
c Add lines 4a and 4b....................... 4c -611,602
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 18,356,888
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 21,205,346
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 300
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 611,602
e Add lines 2a through 2d...................... 2e 611,902
3 Subtract line 2e from line 1..................... 3 20,593,444
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  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 20,593,444
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: CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 248,502. EQUITY LOSS IN SUBSIDIARY -257,266.
PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES INCLUDED IN PART VIII FORM 990 -449,182. SPECIAL EVENTS EXPENSES INCLUDED IN PART VIII FORM 990 -162,420.
PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES INCLUDED IN PART VIII FORM 990 449,182. SPECIAL EVENTS EXPENSES INCLUDED IN PART VIII FORM 990 162,420.
Schedule D (Form 990) 2014

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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) 2014
Schedule G (Form 990 or 990-EZ) 2014
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 . . . 204,520 59,235 31,867 295,622
2 Less: Contributions . . 132,790 45,510 8,099 186,399
3 Gross income (line 1
minus line 2) . . . 		71,730 13,725 23,768 109,223
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . 93,776 12,379   106,155
8 Entertainment . . .        
9 Other direct expenses . 23,322 13,549 19,394 56,265
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 162,420
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -53,197
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 conducts gaming activities:
a
Is the organization licensed to conduct 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) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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 activities conducted 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 provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
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
2014
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 Domestic Organizations and Domestic Governments. 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 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) 22,750       PROTECT OUR REEFS GRANT
(2) UNIVERSITY OF FLORIDA
PO BOX 103610
GAINESVILLE,FL32610 		59-6002052 THE STATE OF FLORIDA 9,537       PROTECT OUR REEFS GRANT
(3) UNIVERSITY OF MIAMI
4600 RICKENBACKER CAUSEWAY
MIAMI,FL33149 		59-0624458 501(C)(3) 21,825       PROTECT OUR REEFS GRANT
(4) NOVA UNIVERSITY
3301 COLLEGE AVENUE
FT LAUDERDALE,FL33314 		59-1083502 501(C)(3) 11,385       PROTECT OUR REEFS GRANT
(5) UNIVERSITY OF NORTH FLORIDA
1 UNF DRIVE
JACKSONVILLE,FL32224 		59-2976169 THE STATE OF FLORIDA 13,125       PROTECT OUR REEFS GRANT
(6) FLORIDA INSTITUTE OF TECHNOLOGY
150 W UNIVERSITY BLVD
MELBOURNE,FL32901 		59-6046500 501(C)(3) 11,505       PROTECT OUR REEFS GRANT
(7) REEF
PO BOX 246
KEY LARGO,FL33037 		65-0270064 501(C)(3) 6,422       PROTECT OUR REEFS GRANT
(8) REEF RELIEF
PO BOX 430
KEY WEST,FL33041 		59-2696402 501(C)(3) 7,125       PROTECT OUR REEFS GRANT








2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
8
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) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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 43 54,475      
(2) STIPENDS 29 121,310      










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. STIPENDS ARE AWARDED TO PARTICIPANTS IN SEVERAL RESEARCH EXPERIENCE FOR UNDERGRADUATES (REU) PROGRAMS AT MOTE MARINE LABORATORY. THE FUNDING AGENCY DETERMINES THE APPLICATION CRITERIA, BUT USUALLY THE STUDENTS ARE SELECTED IF THEY HAVE NOT HAD ANY PREVIOUS RESEARCH EXPERIENCE AND MEET OTHER SPECIFIC CRITERIA SUCH AS UNDERSERVED, UNDERREPRESENTED STUDENTS OR ALUMNI AT A SPECIFIC UNIVERSITY. THE STIPENDS CAN RANGE FROM $500 TO $5,250 DEPENDING ON GRANT AND LENGTH OF INTERNSHIP.
Schedule I (Form 990) 2014


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1MICHAEL P CROSBY PHDPRESIDENT/CEO (i)
(ii)		 274,285
...............................
0 		0
...............................
0 		0
...............................
0 		14,498
...............................
0 		8,611
...............................
0 		297,394
...............................
0 		0
...............................
0
2DAVID VAUGHAN PHDSR SCIENTIST (i)
(ii)		 138,041
...............................
0 		0
...............................
0 		0
...............................
0 		13,219
...............................
0 		10,103
...............................
0 		161,363
...............................
0 		0
...............................
0
3JOHN REYNOLDS III PHDSR SCIENTIST (i)
(ii)		 129,097
...............................
0 		0
...............................
0 		0
...............................
0 		15,474
...............................
0 		16,800
...............................
0 		161,371
...............................
0 		0
...............................
0
4KENNETH LEBER PHDSR SCIENTIST (i)
(ii)		 131,414
...............................
0 		0
...............................
0 		0
...............................
0 		15,337
...............................
0 		7,307
...............................
0 		154,058
...............................
0 		0
...............................
0
5KUMAR MAHADEVAN PH DOUTREACH (i)
(ii)		 218,969
...............................
0 		0
...............................
0 		1,870
...............................
0 		23,090
...............................
0 		13,137
...............................
0 		257,066
...............................
0 		0
...............................
0
6ROBERT HUETER PHDSR SCIENTIST (i)
(ii)		 128,904
...............................
0 		0
...............................
0 		0
...............................
0 		16,206
...............................
0 		21,923
...............................
0 		167,033
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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) 2014

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
2014
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 4 2,250 FAIR MARKET VALUE
7 Boats and planes .... X 14 553,501 FAIR MARKET VALUE
8 Intellectual property ...        
9 Securities—Publicly traded . X 1 145,869 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 4 16,805 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) (2014)
Schedule M (Form 990) (2014)
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) (2014)
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 990-EZ 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
2014
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 MOTE'S ANIMAL HOSPITALS THANK SARA ROBERTS FOUNDATION FOR GRANT MOTE ANNOUNCED IN JUNE THAT THE LAB RECEIVED A GRANT OF NEARLY $106,000 FROM THE SARA ROBERTS FOUNDATION TO SUPPORT RESCUE, REHABILITATION AND RELEASE OF SICK AND INJURED MARINE ANIMALS. THE FUNDS WERE PROVIDED FOR OPERATING SUPPORT AND HELPING PURCHASE EQUIPMENT FOR MOTE'S HOSPITALS FOR DOLPHINS, WHALES AND SEA TURTLES. MOTE'S ANIMAL HOSPITALS HAVE TREATED 70 DOLPHINS AND WHALES SINCE 1992 AND MORE THAN 450 SEA TURTLES SINCE 1995. FLORIDA LEGISLATOR WOWED BY MOTE'S CORAL RESEARCH IN THE KEYS STATE REP. HOLLY MERRILL RASCHEIN, R-KEY LARGO, VISITED MOTE'S TROPICAL RESEARCH LABORATORY ON SUMMERLAND KEY ON JUNE 6 TO LEARN HOW MOTE IS STUDYING AND RESTORING CORAL REEFS, ESPECIALLY IN THE FLORIDA KEYS. RASCHEIN SAID SHE CAME AWAY EDUCATED AND INSPIRED. CORAL REEFS ARE BELIEVED TO SUPPORT AS MUCH AS 40 PERCENT OF ALL THE MARINE LIFE. FLORIDA'S CORAL REEF SYSTEM IS THE THIRD LARGEST LIVING REEF ON THE PLANET - AND IT IS SIGNIFICANTLY IMPORTANT TO FLORIDA'S ECONOMY. HOWEVER, FLORIDA'S REEFS HAVE FACED EXTREME CHALLENGES DURING THE PAST 40 YEARS FROM MULTIPLE THREATS INCLUDING OCEAN ACIDIFICATION ALONG WITH RISING WATER TEMPERATURE AND DISEASES. MOTE SCIENTISTS ARE STUDYING HOW THESE CHALLENGES AFFECT REEFS, AND MOTE HAS ALSO DEVELOPED INNOVATIVE TECHNIQUES FOR RESTORING FLORIDA'S CORALS, INCLUDING METHODS TO RAISE THOUSANDS OF CORAL FRAGMENTS AND REPLANT THEM ON DEPLETED REEFS IN THE WILD. MOTE AND FWC TRACK OFFSHORE RED TIDE THE FLORIDA FISH AND WILDLIFE CONSERVATION COMMISSION (FWC) REPORTED IN LATE JULY THAT A BLOOM OF FLORIDA RED TIDE WAS CONFIRMED IN WATER SAMPLES COLLECTED OFFSHORE OF HERNANDO COUNTY. MOTE SCIENTISTS CONDUCTED WATER SAMPLING SURVEYS AND LAUNCHED AUTONOMOUS UNDERWATER VEHICLES (ALSO KNOWN AS AUVS OR UNDERWATER ROBOTS) TO LEARN MORE ABOUT THE BLOOM AND THE PHYSICAL CONDITIONS SURROUNDING IT. MOTE WORKED CLOSELY WITH OTHER PARTNERS TO MONITOR AND STUDY THE BLOOM, WHILE ALSO PROVIDING VITAL DATA TO EXPAND OUR UNDERSTANDING OF FLORIDA RED TIDE. IN ADDITION, MOTE SCIENTISTS DEPLOYED THE UNDERWATER ROBOT WALDO ON A JOINT MISSION WITH A ROBOT FROM USF TO MONITOR THE BLOOM - ONE OF SIX MISSIONS MOTE'S ROBOT CARRIED OUT IN 2014. FINDINGS FROM 2014 WILL FEED INTO LONG-TERM STUDIES ABOUT THE BIOLOGY, ECOLOGY AND OTHER DYNAMICS OF RED TIDE BLOOMS. MOTE CREATES REEF RESTORATION SITE AS REMEMBRANCE FOR FALLEN WARRIORS VOLUNTEERS FROM SCUBANAUTS INTERNATIONAL, THE COMBAT WOUNDED VETERAN CHALLENGE AND GOLD STAR TEEN ADVENTURES JOINED MOTE SCIENTISTS IN MOTE'S UNDERWATER CORAL NURSERY FOR A CRITICAL MISSION THIS SUMMER: CORAL REEF RESTORATION. WORKING WITH MOTE SCIENTISTS, THESE VOLUNTEERS HELPED PLANT THREATENED STAGHORN CORALS IN A SPECIAL RESTORATION SITE NEAR LOOE KEY OVER TWO WEEKS IN JULY. BY THE END OF THE MISSION, THE GROUPS PLANTED 850 CORAL FRAGMENTS AND HELPED TO CREATE ANOTHER 2,300 FRAGMENTS THAT WILL BE GROWN IN MOTE'S UNDERWATER CORAL NURSERY AND THEN PLANTED ON THE REEF. THE EVENT ALSO MARKED THE CREATION OF A NEW RESTORATION AREA TO HONOR THE SACRIFICES OF AMERICAN SERVICEMEN AND WOMEN SET ASIDE ON A PATCH REEF ABOUT A MILE LONG EAST OF LOOE KEY. NEW PROJECT WORKING TOWARD CONSERVATION OF DUGONGS IN MALAYSIA A NEW PROJECT UNDER WAY IN MALAYSIA IS FOCUSED ON A VULNERABLE POPULATION OF DUGONGS - MARINE MAMMALS RELATED TO MANATEES - WITH THE GOAL OF USING FINDINGS TO HELP SAVE THE NATION'S DWINDLING POPULATION AND IMPROVE HUMAN HEALTH ALONG THE WAY. THE PROJECT LEADER, DR. LOUISA PONNAMPALAM, A RESEARCH FELLOW AT THE INSTITUTE OF OCEAN AND EARTH SCIENCES AT THE UNIVERSITY OF MALAYA AND CO-FOUNDER OF THE NONPROFIT MARECET RESEARCH ORGANIZATION, IS CONDUCTING A THREE-YEAR HEALTH RISK ASSESSMENT OF HER NATION'S DUGONG POPULATION AND WORKING TO HELP INCREASE GRASSROOTS AND MANAGEMENT SUPPORT FOR PROTECTING THE SPECIES. IN 2014, DR. JOHN REYNOLDS, DIRECTOR OF THE ICMC AND LEADER OF MOTE'S MANATEE RESEARCH PROGRAM, AND DR. DANA WETZEL, MANAGER OF MOTE'S ENVIRONMENTAL LABORATORY FOR FORENSICS, JOINED PONNAMPALAM IN MALAYSIA TO BEGIN COLLECTING THE ENVIRONMENTAL SAMPLES NEEDED TO ADDRESS THE RISKS THAT DUGONGS FACE. IN AUGUST, WETZEL AND REYNOLDS COLLECTED SAMPLES FROM SEAGRASSES AND SEDIMENTS, WHICH WETZEL WILL ANALYZE IN HER LAB FOR CONTAMINANTS. MOTE SCIENTIST HONORED BY INTERNATIONAL SHARK RESEARCH SOCIETY IN AUGUST, SHARK RESEARCHERS PLACED MOTE SCIENTIST DR. CARL LUER IN THEIR "HALL OF FAME." THE AMERICAN ELASMOBRANCH SOCIETY (AES) PRESENTED ITS DISTINGUISHED FELLOW AWARD TO LUER, WHO STUDIES DISEASE-FIGHTING TRAITS OF SHARKS AND RAYS TO SUPPORT THE QUEST FOR BETTER HUMAN MEDICAL CARE. AES IS THE INTERNATIONAL LEVEL, PROFESSIONAL SOCIETY FOR THOSE WHO STUDY SHARKS AND THEIR RELATIVES THE SKATES, RAYS, GUITARFISH AND SAWFISH - A GROUP OF FISHES CALLED ELASMOBRANCHS. THE AES DISTINGUISHED FELLOW AWARD RECOGNIZES CAREER ACCOMPLISHMENTS THAT HAVE CONTRIBUTED SIGNIFICANTLY TO THE KNOWLEDGE AND UNDERSTANDING OF SHARKS AND THEIR RELATIVES. HATCHERY-REARED SNOOK RELEASED INTO SARASOTA BAY ON AUG. 15, SCIENTISTS FROM MOTE AND FLORIDA'S FISH AND WILDLIFE CONSERVATION COMMISSION (FWC) RELEASED HATCHERY-REARED JUVENILE SNOOK INTO THE WILD AS PART OF AN ONGOING PROGRAM DESIGNED TO FIND THE MOST EFFECTIVE METHODS TO REPLENISH AND ENHANCE WILD SNOOK POPULATIONS.THE SPECIES IS ONE OF FLORIDA'S MOST POPULAR SPORT FISH AND PLAYS AN IMPORTANT ROLE IN DRAWING RECREATIONAL ANGLERS TO THE STATE. SNOOK, ALONG WITH RED DRUM, ARE THE MAIN TEST SPECIES FOR RESTOCKING EFFORTS STATEWIDE. THIS PROJECT - WHICH INVOLVED TAGGING AND THEN RELEASING MORE THAN 2,200 SNOOK INTO SARASOTA BAY DURING OVER THREE DAYS - IS DESIGNED TO DETERMINE WHETHER SNOOK THAT HAVE BEEN CONDITIONED FOR RELEASE AT MOTE HAVE BETTER GROWTH AND SURVIVAL RATES IN THE WILD. SCALLOP SEARCH DRAWS COMMUNITY TOGETHER THE ANNUAL SCALLOP SEARCH LED BY THE NONPROFIT SARASOTA BAY WATCH TALLIED 40 SCALLOPS ON AUG. 23, SURPASSING THE COUNT OF 11 FROM 2013. THE EVENT DREW MORE THAN 130 VOLUNTEERS, STRENGTHENING THE LOCAL COMMUNITY'S COMMITMENT TO MONITOR AND RESTORE SCALLOP POPULATIONS IN SARASOTA BAY. MOTE SCIENTIST JIM CULTER WAS JOINED BY DR. KENJI KITAMURA FROM JAPAN'S RESEARCH INSTITUTE FOR HUMANITY AND NATURE (RIHN), WHICH IS DOCUMENTING THE LOCAL SCALLOP RESTORATION EFFORT AS PART OF A GLOBAL STUDY ON SCIENCE AND SOCIETY. SCALLOPS AND OTHER IMPORTANT SPECIES OF SHELLFISH IN FLORIDA HAVE SERIOUSLY DECLINED DUE TO CHANGES SUCH AS HABITAT LOSS, POLLUTION, DREDGE-AND-FILL OPERATIONS, OVERHARVESTING AND BLOOMS OF HARMFUL ALGAE KNOWN AS RED TIDES. TO RESTORE DEPLETED POPULATIONS IN SARASOTA BAY, MOTE HAS TEAMED UP WITH LOCAL ORGANIZATIONS, BUSINESS LEADERS AND MANY VOLUNTEER CITIZEN SCIENTISTS TO RELEASE HATCHERY-RAISED SCALLOPS INTO THE BAY AND MONITOR FOR SIGNS OF RECOVERY. INNOVATIVE AQUAPONICS PROJECT RAISES SALTWATER FISH AND SEA VEGGIES MOTE AQUACULTURE PARK (MAP) - MOTE'S SUSTAINABLE FISH FARMING RESEARCH FACILITY - LAUNCHED A PIONEERING PROJECT IN FALL 2014 TO ADVANCE MARINE AQUAPONICS: FARMING SEAFOOD WHILE USING THE WASTEWATER TO FERTILIZE SALT-LOVING CROPS. THIS COMMERCIAL DEMONSTRATION PROJECT, FUNDED BY FLORIDA SEA GRANT AND DONE IN PARTNERSHIP WITH THE UNIVERSITY OF SOUTH FLORIDA (USF) AND MORNINGSTAR FISHERMEN, IS USING ECO-FRIENDLY TECHNOLOGY DEVELOPED AT MAP TO RAISE THE SALTWATER FISH SPECIES, RED DRUM, TOGETHER WITH PLANT SPECIES SEA PURLSANE AND SALTWORT. THE PROJECT AIMS TO BRING ITS TASTY RESULTS FROM FARM TO FORK, SHOWING COMMUNITIES A NEW WAY TO PRODUCE FOOD LOCALLY FOR FARMERS' MARKETS AND RESTAURANTS. NEAR-RECORD TURTLE NESTING CONCLUDES, RESEARCH ADVANCES BEACHES FROM LONGBOAT KEY THROUGH VENICE HOSTED A NEAR-RECORD NUMBER OF SEA TURTLE NESTS IN 2014 FOR A GRAND TOTAL OF 2,461 NESTS, WHILE MOTE'S SEA TURTLE RESEARCH CONTINUES TO ADVANCE. IN 2014, MOTE POSTDOCTORAL FELLOW DR. JUSTIN PERRAULT AND MOTE INTERNS SUCCESSFULLY DOCUMENTED AND ID-TAGGED 228 TURTLES, INCLUDING 190 THAT SCIENTISTS HAD NEVER BEFORE ENCOUNTERED ON LOCAL BEACHES. MOTE POSTDOCTORAL FELLOW PERRAULT HAS ALSO BEEN INVESTIGATING WHETHER TOXINS FROM FLORIDA RED TIDE, KNOWN AS BREVETOXINS, ARE STORED IN SEA TURTLES' BODIES AND POTENTIALLY PASSED TO THEIR EGGS. PERRAULT COLLECTED SAMPLES OF BLOOD AND SCUTES (OUTER COVERINGS OF A TURTLE'S SHELL) FROM 31 NESTING FEMALE LOGGERHEAD TURTLES, ALL OF WHICH TESTED POSITIVE FOR BREVETOXIN EXPOSURE, EVEN THOUGH THE LAST MAJOR BLOOM OF FLORIDA RED TIDE WAS, AT THAT TIME, IN MAY 2013 - SUGGESTING THAT THE TURTLES HAD STORED BREVETOXIN COMPOUNDS. PERRAULT ALSO ANALYZED SIX SEA TURTLE EGGS AND PRELIMINARY RESULTS SUGGEST THAT NESTING FEMALES MAY PASS ALONG RED TIDE TOXINS FROM THEIR FAT STORES TO THEIR YOUNG AND SEA TURTLE HATCHLINGS MAY RECEIVE BREVETOXINS FROM THE EGG'S YOLK SAC, WHICH FEEDS THE HATCHLINGS AS THEY DEVELOP IN THE NEST. NUTRIENTS THAT FEED RED TIDE "UNDER THE MICROSCOPE" IN MAJOR STUDY IN NOVEMBER, SCIENTISTS ANNOUNCED THAT THE "FOOD" SOURCES SUPPORTING FLORIDA RED TIDES ARE MORE DIVER
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.
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 BENEFICIAL INTEREST IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 248,502. EQUITY EARNINGS IN SUBSIDARY INCOME -257,266.
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) 2014

Additional Data


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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 Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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) 2014
Schedule R (Form 990) 2014
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 AQUACULTURE INC

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












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


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