Civic Intelligence

Mote Marine Foundation Inc.

990 • Fiscal year 2018 • EIN 59-2226800

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 27, 2019

Organization ProfileWWW.MOTE.ORG
1600 Ken Thompson ParkwaySarasota, FL 34236

(941) 388-4441

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.26x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

14th percentile

-13%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$364,568

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 50.1% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

55th percentile

3.0%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$17,017,064

Up $495,922 (+3.0%) from 2017

Net Assets

Up

$16,830,569

Up $621,740 (+3.8%) from 2017

Liabilities

Down

$186,495

Down $125,818 (-40%) from 2017

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin14th percentile

Revenue

Down

$727,095

Down $718,852 (-50%) from 2017

Expenses

Down

$821,082

Down $211,863 (-21%) from 2017

Net Income

Down

-$93,987

Down $506,989 (-123%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $14,137,029Liabilities 2011: $730,528Net Assets 2011: $13,406,5012011Assets 2012: $14,452,146Liabilities 2012: $691,786Net Assets 2012: $13,760,3602012Assets 2013: $15,743,219Liabilities 2013: $48,365Net Assets 2013: $15,694,8542013Assets 2014: $16,118,562Liabilities 2014: $175,206Net Assets 2014: $15,943,3562014Assets 2015: $14,831,459Liabilities 2015: $362,854Net Assets 2015: $14,468,6052015Assets 2016: $15,208,093Liabilities 2016: $33,884Net Assets 2016: $15,174,2092016Assets 2017: $16,521,142Liabilities 2017: $312,313Net Assets 2017: $16,208,8292017Assets 2018: $17,017,064Liabilities 2018: $186,495Net Assets 2018: $16,830,5692018Assets 2019: $16,981,926Liabilities 2019: $114,112Net Assets 2019: $16,867,8142019Assets 2020: $17,861,086Liabilities 2020: $719,638Net Assets 2020: $17,141,4482020Assets 2021: $21,207,644Liabilities 2021: $529,283Net Assets 2021: $20,678,3612021Assets 2022: $16,955,683Liabilities 2022: $474,049Net Assets 2022: $16,481,6342022Assets 2023: $19,043,985Liabilities 2023: $454,441Net Assets 2023: $18,589,5442023Assets 2024: $16,681,722Liabilities 2024: $249,436Net Assets 2024: $16,432,2862024

Highlighted filing

2018

Assets$17,017,064
Liabilities$186,495
Net Assets$16,830,569
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,597,884Expenses 2011: $536,256Net Income 2011: $4,061,6282011Revenue 2012: $154,699Expenses 2012: $659,508Net Income 2012: -$504,8092012Revenue 2013: $1,781,549Expenses 2013: $1,915,019Net Income 2013: -$133,4702013Revenue 2014: $2,293,458Expenses 2014: $1,476,097Net Income 2014: $817,3612014Revenue 2015: $1,018,391Expenses 2015: $1,304,148Net Income 2015: -$285,7572015Revenue 2016: $721,492Expenses 2016: $464,024Net Income 2016: $257,4682016Revenue 2017: $1,445,947Expenses 2017: $1,032,945Net Income 2017: $413,0022017Revenue 2018: $727,095Expenses 2018: $821,082Net Income 2018: -$93,9872018Revenue 2019: $1,022,264Expenses 2019: $700,146Net Income 2019: $322,1182019Revenue 2020: $620,782Expenses 2020: $1,070,329Net Income 2020: -$449,5472020Revenue 2021: $1,476,799Expenses 2021: $609,181Net Income 2021: $867,6182021Revenue 2022: $792,571Expenses 2022: $545,578Net Income 2022: $246,9932022Revenue 2023: $569,929Expenses 2023: $507,529Net Income 2023: $62,4002023Revenue 2024: $2,234,296Expenses 2024: $6,481,040Net Income 2024: -$4,246,7442024

Highlighted filing

2018

Revenue$727,095
Expenses$821,082
Net Income-$93,987
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 27, 2019
Return Version
2017v2.3
Gross Receipts
$2,667,752
Mission and Program Overview

Mission

Mote marine foundation, inc. Is a non-profit organization operating as a fund-raising arm to provide funding for scientific and education programs at mote marine laboratory, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,319,764$16,319,880▲ $1,000,116
Savings and Temporary Cash Investments$310,334$220,593▼ $89,741
Land, Buildings, and Equipment, Net$187,981$187,981→ $0
Investments Other Securities$199,218$150,771▼ $48,447
Pledges and Grants Receivable$305,000$39,000▼ $266,000
Accounts Receivable$15,845$16,182▲ $337
Total Assets$16,521,142$17,017,064▲ $495,922
Other Assets Total$183,000$82,657▼ $100,343
Liabilities
Other Liabilities$312,009$186,191▼ $125,818
Accounts Payable and Accrued Expenses$304$304→ $0
Total Liabilities$312,313$186,495▼ $125,818
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,007,200$10,043,738▲ $36,538
Temporarily Rstr Net Assets$6,103,661$6,618,526▲ $514,865
Unrestricted Net Assets$97,968$168,305▲ $70,337
Total Net Assets Fund Balance$16,208,829$16,830,569▲ $621,740
Total Liabilities and Net Assets / Fund Balance$16,521,142$17,017,064▲ $495,922

Asset Categories

AssetBook ValueDepreciationBasis
Land$187,981-$187,981

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$12,451,761$9,203▲ $1,041,468$542,263$12,960,169
2016$11,419,652$113,082▲ $1,361,471$442,444$12,451,761
2015$10,907,460$138,402▲ $706,576$332,786$11,419,652
2014$11,523,440$196,193▼ $388,273$423,900$10,907,460
2013$10,749,000$621,449▲ $607,239$454,248$11,523,440
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dena SmithSecretary /asst. TreasurerPT$5,500$149,616$5,500

Board Members and Trustees

NameTitle
Kirk MalcolmChairman
Arthur ArmitageChairman Emeritus
Eugene BecksteinChairman Emeritus
Howard Seider JrChairman Emeritus
Judy GrahamChairman Emeritus
Robert EssnerTrustee, Mml Chairman
Dr Michael P Crosby PhdPresident/CEO
G Lowe MorrisonVice Chairman
Jean MartinHonorary Trustee
Alan RoseTrustee
David DicksonTrustee
Don FeathermanTrustee
Rande RidenourTrustee
Scott CollinsTrustee
Trudo LetschertTrustee
Hobart SwanTreasurer
Lt Gen Howard G Crowell JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,203
Program Service Revenue
$0
Investment Income
$664,337
Other Revenue
$53,555
All Other Contributions
$9,203
Change in Net Assets
$-93,987

Audited Revenue Reconciliation

Revenue per Audited Statements
$658,018
Revenue Not Reported on Financial Statements
$69,077
Revenue Not Reported on Form 990
$715,727
Total Revenue per Audited Statements
$1,373,745
Total Revenue per Form 990
$727,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$735,060
Other Expenses$80,522
Salaries, Compensation, and Employee Benefits$5,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$735,060--$735,060
Fees for Service Investment Mgmnt Fees-$69,077-$69,077
Fees for Services Accounting-$7,900-$7,900
Current Officers, Directors, Trustees, and Key Employees-$5,500-$5,500
Fees for Services Other-$3,200-$3,200
Other Expenses-$345-$345
Total Functional Expenses$735,060$86,022$0$821,082

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$821,082
Expenses per Audited Statements$752,005
Total Expenses per Audited Statements$752,005
Expenses Not Reported on Financial Statements$69,077
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mote Marine LaboratorySarasota, FL501(c)(3)Support Scientific & Education Programs$735,060
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$186,191
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“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

“There is no reportable compensation from this organization for the ceo. The ceo's compensation from a related organization 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 approved as part of the annual review which includes comparable data. All deliberation and decisions are contemporaneously substantiated.”

Form 990, Part VI, Section C, Line 19

“The governing documents including articles of incorporation and bylaws, conflict of interest policy, the form 990 and the annual audited financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Mote Marine Foundation Inc
EIN
59-2226800
Phone
9413884441
Address
1600 KEN THOMPSON PARKWAY, SARASOTA, FL 34236

Signing Officer

Name
Michael P Crosby Phd
Title
President
Phone
9413884441
Signed
2019-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael P Crosby Phd
Formed
1982
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements 27,335.”

Form 990, Part XII, Line 2C Audit Review Process

“There has been no change in the audit review process from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“All endowment funds are held in perpetuity with the income as follows: grants to mote marine laboratory to support marine mammal research, scholarships, general research, general operations, post-doctorate research, undergraduate research, fisheries chair, ecotoxicology chair, shark biology chair, biomedical research and dolphin and whale hospital.”

PART X, LINE 2:

“Under the income taxes topic of the fasb accounting standards codification, the foundation 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements 27,335.”

Raw XML AppendixShowing 400 of 583 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE, MML CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY /ASST. TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0275721
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0735060
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0735060
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0735060
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02216378
IRS990/GrossReceiptsAmt02667752
IRS990/GrossRentsGrp/RealAmt053555
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0388616
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0388616
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0199218
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0150771
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015319764
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016319880
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0187981
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0187981
IRS990/LandBldgEquipCostOrOtherBssAmt0187981
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01940657
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MOTE MARINE FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION OPERATING AS A FUND-RAISING ARM TO PROVIDE FUNDING FOR SCIENTIFIC AND EDUCATION PROGRAMS AT MOTE MARINE LABORATORY, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016208829
IRS990/NetAssetsOrFundBalancesEOYAmt016830569
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0275721
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0275721
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt053555
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt053555
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0688392
IRS990/NoncashContributionsAmt04126
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0183000
IRS990/OtherAssetsTotalGrp/EOYAmt082657
IRS990/OtherChangesInNetAssetsAmt027335
IRS990/OtherExpensesGrp/Desc0REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0345
IRS990/OtherExpensesGrp/TotalAmt0345
IRS990/OtherLiabilitiesGrp/BOYAmt0312009
IRS990/OtherLiabilitiesGrp/EOYAmt0186191
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010007200
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010043738
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0305000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt039000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL P CROSBY PHD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0157585
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0935582
IRS990/PYInvestmentIncomeAmt01234861
IRS990/PYOtherExpensesAmt091863
IRS990/PYOtherRevenueAmt053501
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0413002
IRS990/PYSalariesCompEmpBnftPaidAmt05500
IRS990/PYTotalExpensesAmt01032945
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01445947
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-93987
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt053555
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310334
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0220593
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590756643
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0735060
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MOTE MARINE LABORATORY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0735060
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012451761
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09203
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012960169
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01041468
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0542263
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt011419652
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0113082
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012451761
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01361471
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0442444
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010907460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0138402
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt011419652
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0706576
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0332786
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt011523440
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0196193
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010907460
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-388273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0423900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010749000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0621449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt011523440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0607239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0454248
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt069077
IRS990ScheduleD/ExpensesSubtotalAmt0752005
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt069077
IRS990ScheduleD/InvestmentExpensesNotIncldAmt069077
IRS990ScheduleD/LandGrp/BookValueAmt0187981
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0187981
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0688392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0186191
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/OtherRevenueAmt027335
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.77500
IRS990ScheduleD/RevenueNotReportedAmt0715727
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt069077
IRS990ScheduleD/RevenueSubtotalAmt0658018
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ALL ENDOWMENT FUNDS ARE HELD IN PERPETUITY WITH THE INCOME AS FOLLOWS: GRANTS TO MOTE MARINE LABORATORY TO SUPPORT MARINE MAMMAL RESEARCH, SCHOLARSHIPS, GENERAL RESEARCH, GENERAL OPERATIONS, POST-DOCTORATE RESEARCH, UNDERGRADUATE RESEARCH, FISHERIES CHAIR, ECOTOXICOLOGY CHAIR, SHARK BIOLOGY CHAIR, BIOMEDICAL RESEARCH AND DOLPHIN AND WHALE HOSPITAL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 27,335.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.22500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0187981
IRS990ScheduleD/TotalExpensesPerForm990Amt0821082
IRS990ScheduleD/TotalLiabilityAmt0186191
IRS990ScheduleD/TotalRevenuePerForm990Amt0727095
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01373745
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0752005
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0735060

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,017,064
Liabilities
$186,495
Net assets
$16,830,569
Revenue
$727,095
Expenses
$821,082
Net income
-$93,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$0.25$16.4$2.23$6.48$4.25
2023Summary only. Only limited summary data is available for this year.$19.0$0.45$18.6$0.57$0.51$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.47$16.5$0.79$0.55$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.53$20.7$1.48$0.61$0.87
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.72$17.1$0.62$1.07$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.11$16.9$1.02$0.70$0.32
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.19$16.8$0.73$0.82$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.31$16.2$1.45$1.03$0.41
2016Summary only. Only limited summary data is available for this year.$15.2$0.03$15.2$0.72$0.46$0.26
2015Summary only. Only limited summary data is available for this year.$14.8$0.36$14.5$1.02$1.30$0.29
2014Summary only. Only limited summary data is available for this year.$16.1$0.18$15.9$2.29$1.48$0.82
2013Summary only. Only limited summary data is available for this year.$15.7$0.05$15.7$1.78$1.92$0.13
2012Summary only. Only limited summary data is available for this year.$14.5$0.69$13.8$0.15$0.66$0.50
2011Summary only. Only limited summary data is available for this year.$14.1$0.73$13.4$4.60$0.54$4.06