2025-08-15T16:41:06-05:00 2024-09-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2023-10-01 590756643 MOTE MARINE LABORATORY INC MOTE 9413884441 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 MICHAEL P CROSBY PHD CEO 9413884441 2025-08-13 1 1 REBECCA U STONER P00585910 9413654617 2023 2025-03-06 01:10:19Z MICHAEL P CROSBY PHD 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 80800277 0 X WWW.MOTE.ORG X 1955 FL ADVANCING THE SCIENCE OF THE SEA THROUGH RESEARCH, EDUCATION AND OUTREACH. 28 27 357 1537 0 0 21147011 27828032 33374603 51752391 115898 5492 321252 421457 54958764 80007372 495064 535996 0 0 18705262 20172761 0 0 2219381 17050615 18775527 36250941 39484284 18707823 40523088 137849757 200983432 34254855 59012191 103594902 141971241 X 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. 0 0 23415642 41384114 SEE SCHEDULE O: 5926538 7036927 SEE SCHEDULE O: 1709233 406863 806128 SEE SCHEDULE O: 2873988 129133 2525222 PROTECT OUR REEFSFLORIDA'S CORAL REEF IS THE THIRD-LARGEST BARRIER CORAL REEF SYSTEM IN THE WORLD. IT PROVIDES ESSENTIAL ECOLOGICAL SERVICES, PROTECTS COASTLINES FROM MAJOR STORM IMPACTS AND IS CRUCIAL TO FLORIDA'S ECONOMY, WITH AN ASSET VALUE OF $8.5 BILLIONTHIS NATURAL TREASURE HAS DECLINED DRASTICALLY OVER THE PAST FEW DECADES DUE TO MAJOR CORAL DISEASE OUTBREAKS, LOCAL TO REGIONAL HUMAN IMPACTS, HEAT-DRIVEN CORAL BLEACHING, AND LONG-TERM CLIMATE CHANGE THAT IS STRESSING CORALS IN FLORIDA AND AROUND THE WORLD.MOTE MARINE LABORATORY'S PROTECT OUR REEFS PROGRAM FOCUSES ON ADDRESSING THESE AND OTHER CHALLENGES BY SUPPORTING CORAL REEF RESEARCH, RESTORATION, CONSERVATION AND EDUCATION IN FLORIDA. THE PROTECT OUR REEFS (POR) SPECIALTY LICENSE PLATE WAS APPROVED BY THE FLORIDA LEGISLATURE IN JULY 2003 AND IS AVAILABLE TO FLORIDA-LICENSED DRIVERS. EACH PLATE SALE PROVIDES $25 FOR REEF RESEARCH, RESTORATION, CONSERVATION AND EDUCATION IN FLORIDA, INCLUDING A SPECIAL PROTECT OUR REEFS GRANTS PROGRAM. 37.5% OF REVENUES SUPPORT GRANTS AND AN ADDITIONAL 37.5% OF REVENUES SUPPORTS MOTE'S CORAL REEF RESEARCH AND RESTORATION. IN GENERAL, POR GRANT PRIORITIES ARE SIMILAR TO THOSE OUTLINED BY A NUMBER OF FEDERAL AND STATE AGENCIES, AND RESEARCH ORGANIZATIONS, ALONG WITH VARIOUS GOVERNMENTAL, LOCAL COMMUNITY AND NON-PROFIT ADVISORY GROUPS, WITH RESPECT TO CORAL REEF RESEARCH AND OTHER RELATED CORAL REEF PROGRAM PRIORITIES. BECAUSE OF THE NEED TO STRATEGICALLY FOCUS THE POR PLATE'S LIMITED RESOURCES ON CRITICAL CHALLENGES CORAL REEF ECOSYSTEMS ARE CURRENTLY FACING, PRIORITY FOR FUNDING IN ALL CATEGORIES OF POR PROPOSALS (RESEARCH, EDUCATION AND CONSERVATION) WILL BE ON CORAL REEF RESTORATION PROJECTS, INCLUDING THE RESEARCH OF NEW RESTORATION METHODS THAT FURTHER THE ENHANCEMENT OF CORAL GENETIC DIVERSITY AND RESILIENCY IN THE RESTORATION OF CORAL REEF ECOSYSTEMS. EDUCATION AND PUBLIC OUTREACH PROPOSALS DIRECTLY RELATED TO SCIENCE-BASED RESTORATION OF CORAL REEF ECOSYSTEMS WILL ALSO BE CONSIDERED. OTHER QUALITY PROPOSALS WILL BE GIVEN CAREFUL CONSIDERATION, BUT THE PRIORITY FOCUS WILL BE ON PROJECTS THAT SIGNIFICANTLY ENHANCE THE CAPABILITIES OF CORAL REEF ECOSYSTEM RESOURCE MANAGERS TO MORE EFFECTIVELY USE SCIENCE-BASED INFORMATION IN PROMOTING AND IMPLEMENTING RESTORATION AND LONG-TERM SUSTAINABLE USE OF THESE ECOSYSTEMS. PRIORITY WILL BE GIVEN TO PROJECTS WHOSE DELIVERABLES ASSOCIATED ARE CLEARLY DEFINED AND ALIGNED WITH CORAL REEF RESTORATION ACTIONS. THE POR WILL ACCEPT CREATIVE PROPOSALS THAT ADDRESS NOVEL CORAL REEF RESTORATION IDEAS AND CONCEPTS THAT MAY REQUIRE INITIAL SUPPORT TO TEST THEIR MERIT. THE POR ENCOURAGES SCIENTISTS THAT MEET THE "YOUNG-INVESTIGATOR" CRITERIA TO NOTE THAT ON THEIR APPLICATIONS.MEMBERSHIPWITH 10,000 MOTE MEMBERS; FY2024 REVENUES REMAINED STRONG AT OVER $1.1 MILLION. ANNUAL MEMBERSHIPS CONTINUE TO PROVIDE UNRESTRICTED FUNDS THAT ARE ALLOCATED TO WHERE THE NEED IS GREATEST; PROVIDING SUPPORT FOR MOTE'S OVERALL MISSION OF MARINE RESEARCH, CONSERVATION AND EDUCATION. MEMBERSHIP LEVELS BEGIN AT $100 FOR AN INDIVIDUAL AND RISE TO $1,000 FOR A PARTY OF 10. MEMBERSHIP BENEFITS INCLUDE UNRESTRICTED VISITS TO MOTE AQUARIUM; DISCOUNTS IN THE AQUARIUM GIFT SHOPS AND VIRTUAL REALITY EXPERIENCES, FREE MEMBER-ONLY EVENTS; DISCOUNTS ON EDUCATION PROGRAMS, CAMPS AND EXPERIENCES, SPECIAL PRICING AND EARLY BIRD TICKET SALES TO MOTE SPECIAL EVENTS AND FREE AND DISCOUNTED ADMISSIONS TO MORE THAN 100 RECIPROCAL ZOOS, AQUARIUMS AND GARDENS ACROSS THE UNITED STATES. FOR A COMPLETE LIST OF MEMBERSHIP LEVELS, BENEFITS AND OPPORTUNITIES, PLEASE VISIT MOTE.ORG/MEMBERSHIP. 2873988 129133 2525222 33925401 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 265 0 1 357 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X DEB ALLEN SCHULTZ MOTE MARINE LABORATORY 9413884441 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 BARBARA BRIZDLE TRUSTEE 5.00 X 0 0 0 RICHARD O DONEGAN TRUSTEE AT LARGE 5.00 X 0 0 0 N ROGAN DONELLY TRUSTEE 5.00 X 0 0 0 DEAN EISNER TRUSTEE 5.00 X 0 0 0 JAMES D ERICSON TRUSTEE 5.00 X 0 0 0 DONALD FEATHERMAN TRUSTEE 5.00 X 0 0 0 SUSAN C GILMORE TRUSTEE 5.00 X 0 0 0 ROD HERSHBERGER TRUSTEE 5.00 X 0 0 0 BARBARA JENNINGS TRUSTEE 5.00 X 0 0 0 PENELOPE KINGMAN TRUSTEE 5.00 X 0 0 0 JONATHAN MITCHELL TRUSTEE 5.00 X 0 0 0 SUSAN MOLINARI TRUSTEE 5.00 X 0 0 0 ELIZABETH MOORE TRUSTEE 5.00 X 0 0 0 LTC FRANCES PRESLEY RICE TRUSTEE 5.00 X 0 0 0 ALAN ROSE TRUSTEE 5.00 X 0 0 0 DR HARRIS SILVERMAN TRUSTEE 5.00 X 0 0 0 JEANIE STEVENSON TRUSTEE 5.00 X 0 0 0 EUGENE BECKSTEIN CHAIRMAN EMERITUS 5.00 X 0 0 0 ROBERT CARTER CHAIRMAN EMERITUS 5.00 X 0 0 0 FREDERICK M DERR PE CHAIRMAN EMERITUS 5.00 X 0 0 0 ROBERT ESSNER CHAIRMAN EMERITUS 5.00 X 0 0 0 JUDY GRAHAM CHAIRMAN EMERITUS 5.00 X 0 0 0 G LOWE MORRISON CHAIRMAN EMERITUS TO MAY 5.00 X 0 0 0 DR HOWARD SEIDER CHAIRMAN EMERITUS 5.00 X 0 0 0 MAURICE CUNNIFFE IMMED. PAST CHAIRMAN 5.00 X 0 0 0 SANDRA STUART CHAIRMAN 5.00 X X 0 0 0 HOBART SKIP SWAN VICE CHAIRMAN 5.00 X X 0 0 0 R SCOTT COLLINS TREASURER 5.00 X X 0 0 0 DR ANDREW ECONOMOS SECRETARY 5.00 X X 0 0 0 MICHAEL P CROSBY PHD PRESIDENT/CEO 40.00 X X 437501 0 27009 DEBORAH ALLEN SCHULTZ CFO & VICE PRESIDENT 40.00 X 134889 5000 5731 MICHAEL MOORE SPECIAL ASST TO PRESIDE 40.00 X 205888 0 16204 DANIEL BEBAK VICE PRESIDENT 40.00 X 156796 0 13360 RICHARD PIERCE PHD ASSISTANT VICE PRESIDENT 40.00 X 171342 0 13451 KEVIN COOPER VICE PRESIDENT 40.00 X 174779 0 15460 DEMIAN D CHAPMAN SR. SCIENTIST 40.00 X 168219 0 14298 1449414 5000 105513 16 0 1 0 ACOMB OSTENDORF AND ASSOCIATES LLC 906 RAILROAD AVE WINTER PARK FL 32789 PROJECT MGMT AND DESIGN 702619 SOLTECH ENERGY LLC DBA SOLTEC ELECTRIC 5103 LENA RD STE 111 BRADENTON FL 34211 ELECTRICAL SERVICES 193374 2 455069 6397431 20975532 1151288 27828032 RESEARCH 541700 41384114 41384114 AQUARIUM 713990 7036927 7036927 PROTECT OUR REEFS - LICENSE PLATE 900099 1169513 1169513 MEMBERSHIPS 900099 1128440 1128440 EDUCATION AND DISTANCE LEARNING 611710 806128 806128 227269 227269 51752391 296473 296473 15400 306381 -290981 -290981 -290981 273095 455069 435776 -162681 -162681 634886 50748 584138 584138 80007372 51752391 0 426949 129133 129133 406863 406863 585608 166379 397292 21937 16498565 13047528 2081133 1369904 685451 545748 82476 57227 1203247 931775 173312 98160 1199890 929098 172914 97878 56754 56577 177 68140 68140 149784 149784 3862921 3737005 51910 74006 558513 409232 5919 143362 1649509 1220328 272699 156482 1247872 644806 600606 2460 691528 650183 26702 14643 118163 110128 2843 5192 188330 188330 2904251 491895 2412356 1170349 328747 828446 13156 EQUIPMENT RENTAL & MAIN 3510153 2089404 1416841 3908 SUPPLIES 1943969 1910941 33028 INTERNAL RENTALS 0 212449 -215934 3485 OVERHEAD ALLOCATION 0 5376760 -5376760 655291 530422 117249 7620 39484284 33925401 3339502 2219381 5139702 288349 7521678 14509530 12549239 9044045 21751 31057 252206 356009 74033171 52395488 21790046 21637683 90575135 155116759 137849757 200983432 6501921 10563764 6203958 7925272 20957706 39873931 591270 649224 34254855 59012191 X 75400578 113383191 28194324 28588050 103594902 141971241 137849757 200983432 X 40523088 10509 -2157258 X X 0 1 X 1 1 1 X 17318971 19783034 20946172 21147011 27828031 107023219 17318971 19783034 20946172 21147011 27828031 107023219 7974141 99049078 41524 27735 68043 111451 296473 545226 107568445 156023629 0.92080 0.88850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149784 149784 39334500 39484284 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 129171 153768 122948 149784 555671 250000 250000 250000 250000 1000000 1500000 0 612050 7950 1279 1279 620000 612050 838 838 612050 626331 -775 13506 612050 623172 3472 313 626331 622492 680 623172 0.00000 1.00000 0.00000 0 0 7519082 7519082 44238789 34759508 9479281 18881199 15223085 3658114 3394101 2412895 981206 21637683 BENEFICIAL INTEREST IN MOTE MARINE FOUNDATION, INC. 16432286 PATENTS 61720 CONSTRUCTION IN PROGRESS 137724092 INVESTMENT IN DEFERRED COMPENSATION PLAN 649224 DUE FROM RELATED ORGANIZATION 249437 155116759 DEFERRED COMPENSATION PAYABLE 649224 649224 X 78493400 10509 146253 -2157258 -2000496 80493896 -486524 -486524 80007372 40117061 146253 486524 632777 39484284 0 39484284 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 FLORIDA KEYS FACILITIES. 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. -2,157,258. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES IN PART VIII FORM 990 -50,748. SPECIAL EVENTS EXPENSES INCLUDED IN PART VIII FORM 990 -435,776. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES IN PART VIII FORM 990 50,748. SPECIAL EVENT EXPENSES INCLUDED IN PART VIII FORM 990 435,776. OCEANIC EVENING 435741 372141 63600 31268 199195 14211 FARM TO FILLET 81194 5400 75794 6178 37659 1000 13549 4 211229 77528 133701 46928 20312 14475 51001 728164 455069 273095 84374 257166 15475 78761 435776 -162681 1 ISLAMORADA CONSERVATION AND RESTORATION EDUCATION 79851 OVERSEAS HWY ISLAMORADA FL 33036 861391515 501(C)(3) 22039 0 PROTECT OUR REEFS GRANT ECKERD COLLEGE 4200 54TH AVE S ST PETERSBURG FL 33711 590859121 501(C)(3) 15191 0 PROTECT OUR REEFS GRANT UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 THE STATE OF FLORIDA 7908 0 PROTECT OUR REEFS GRANT UNITES STATES GEOLOGICAL SURVEY 12201 SUNRISE VALLEY DR RESTON VA 20192 530196958 GOV'T AGENCY 7448 0 PROTECT OUR REEFS GRANT UNIVERSITY OF SOUTH FLORIDA 3702 SPECTRUM BLVD STE 165 TAMPA FL 33612 593102112 THE STATE OF FLORIDA 5588 0 PROTECT OUR REEFS GRANT 5 0 INTERN STIPENDS 120 346472 SCHOLARSHIPS/INTERNSHIPS 36 55675 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 INTERNSHIP/SCHOLARSHIP GRANTS ARE AWARDED TO HIGH SCHOOL AND UNDERGRADUATE STUDENTS EACH YEAR. THE AWARDS RANGE FROM $500 TO $4,500 DEPENDING ON DURATION. AN INTERNSHIP/SCHOLARSHIP COMMITTEE AWARDS INTERNSHIPS/SCHOLARSHIPS BASED ON STUDENT'S INTERESTS, FINANCIAL NEED AND INTERNSHIP DURATION. IN FY2024, GRANTS TOTALING $55,675 WERE AWARDED TO 36 STUDENTS. INTERN 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 STUDENTS ARE SELECTED IF THEY HAVE NOT HAD ANY PREVIOUS HANDS-ON RESEARCH EXPERIENCE AND MEET OTHER SPECIFIC CRITERIA SUCH AS UNDERSERVED, UNDERREPRESENTED STUDENTS OR ALUMNI OF NON-R1 COLLEGES AND UNIVERSITIES. STIPEND AMOUNTS VARY AND DEPEND ON THE STUDENT'S INTERESTS, FINANCIAL NEED, MOTE CAMPUS LOCATION AND DURATION. UNDERGRADUATE STUDENT AWARDS RANGE FROM $1,000 TO $10,500. GRADUATE STUDENT AWARDS RANGE FROM $10,000 TO $20,000. IN FY2024, INTERN STIPENDS TOTALING $346,472 WERE AWARDED TO 120 STUDENTS. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL P CROSBY PHD PRESIDENT/CEO 382501 0 55000 0 0 0 26870 0 139 0 464510 0 0 0 MICHAEL MOORE SPECIAL ASST TO PRESIDE 205888 0 0 0 0 0 10559 0 5645 0 222092 0 0 0 KEVIN COOPER VICE PRESIDENT 164779 0 10000 0 0 0 9719 0 5741 0 190239 0 0 0 RICHARD PIERCE PHD ASSISTANT VICE PRESIDENT 171342 0 0 0 0 0 7800 0 5651 0 184793 0 0 0 DEMIAN D CHAPMAN SR. SCIENTIST 168219 0 0 0 0 0 8654 0 5644 0 182517 0 0 0 DANIEL BEBAK VICE PRESIDENT 156796 0 0 0 0 0 7640 0 5720 0 170156 0 0 0 X 2445 FMV X 1 26840 FMV X 5 153543 NYSE X IMPUTED INTEREST 1 948079 FMV X RESEARCH EQUIPMENT 3 20382 FMV 0 1 1 PART I, LINE 32B: MOTE MAINTAINS AN ACCOUNT WITH MORGAN STANLEY TO RECEIVE AND SELL STOCK GIFTS. 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 RESEARCH MOTE IS AN INDEPENDENT, NONPROFIT 501(C)3 MARINE RESEARCH ORGANIZATION BASED IN SARASOTA, FLORIDA, WITH SEVEN TOTAL RESEARCH AND EDUCATION LOCATIONS FROM SARASOTA TO KEY WEST. MOTE HAS 27 DIVERSE RESEARCH PROGRAMS WORKING IN OUR HOME COMMUNITY OF SOUTHWEST FLORIDA AND IN OCEANS AROUND THE WORLD. MOTE'S MISSION IS TO ADVANCE MARINE AND ENVIRONMENTAL SCIENCE THROUGH WORLD-CLASS 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. WE EMPHASIZE CONSERVATION AND SUSTAINABLE USE OF MARINE BIODIVERSITY, HEALTHY HABITATS AND NATURAL RESOURCES. MOTE IS ONE OF THE FEW INDEPENDENT MARINE LABS IN THE WORLD HAVING A GLOBAL IMPACT. AS SUCH, WE NURTURE THE SCIENTIFIC INNOVATION AND FLEXIBILITY NEEDED TO ADDRESS THE MOST PRESSING OCEAN ISSUES OF OUR TIME. MOTE IS ALSO UNIQUE BECAUSE WE TRANSLATE OUR SCIENTIFIC DISCOVERIES THROUGH A PUBLIC AQUARIUM AND STRUCTURED EDUCATION PROGRAMS. OUR VISION ALSO INCLUDES POSITIVELY IMPACTING PUBLIC POLICY BY BUILDING A MORE OCEAN-LITERATE SOCIETY. MOTE FEATURES A 10.5-ACRE CAMPUS ON SARASOTA BAY IN SARASOTA, FLORIDA, THE ELIZABETH MOORE INTERNATIONAL CENTER FOR CORAL REEF RESEARCH & RESTORATION ON SUMMERLAND KEY IN THE FLORIDA KEYS, THE 200-ACRE MOTE AQUACULTURE RESEARCH PARK (MAP) IN EASTERN SARASOTA COUNTY, CORAL NURSERIES IN KEY LARGO AND ISLAMORADA IN THE UPPER FLORIDA KEYS, AND PUBLIC CORAL REEF EXHIBITS IN KEY WEST AND ISLAMORADA. MOTE'S RESEARCH STAFF OF OVER 131 INCLUDES 43 DOCTORAL-LEVEL SCIENTISTS PUBLISHING NUMEROUS PEER-REVIEWED STUDIES PER YEAR AND SERVING AS AMBASSADORS FOR MARINE SCIENCE THROUGH SPEAKING ENGAGEMENTS, BRIEFINGS, AND PRESENTATIONS. MOTE SCIENTISTS ADVANCE THE FIELDS OF SHARK AND RAY BIOLOGY, BEHAVIOR, ECOLOGY AND CONSERVATION; HARMFUL ALGAL BLOOM DYNAMICS AND MITIGATION; CORAL REEF RESEARCH AND RESTORATION; MARINE MAMMAL AND SEA TURTLE BIOLOGY, POPULATION DYNAMICS AND REHABILITATION; AQUACULTURE SYSTEMS RESEARCH, DEVELOPMENT AND EDUCATION; STUDIES OF HUMAN DISEASE USING MARINE MODELS; EFFECTS OF HUMAN-MADE AND NATURAL TOXIC SUBSTANCES ON ORGANISMS AND THE ENVIRONMENT; STUDIES OF HEALTH OF WILD FISHERIES, IMPROVED FISHERIES MONITORING, RESPONSIBLE AND SUSTAINABLE APPROACHES TO FISHERIES AND FISH FARMING TECHNOLOGIES TO INFORM THE AQUACULTURE INDUSTRY; OCEAN TECHNOLOGY DEVELOPMENT TO BETTER UNDERSTAND THE HEALTH OF OUR ECOSYSTEMS; STUDIES OF BOTTOM-DWELLING ORGANISMS AND MORE. IN FY2024, MOTE LAUNCHED THE NEW FLORIDA SEAGRASS RESTORATION TECHNOLOGY DEVELOPMENT INITIATIVE TO DEVELOP, TEST AND IMPLEMENT INNOVATIVE, EFFECTIVE, COST-EFFICIENT AND ENVIRONMENTALLY SUSTAINABLE TECHNOLOGIES AND APPROACHES FOR RESTORING COASTAL SEAGRASS ECOSYSTEMS. MOTE'S RED TIDE MITIGATION & TECHNOLOGY DEVELOPMENT AT MAP, CREATED TO RESEARCH, MITIGATE AND EDUCATE THE PUBLIC ABOUT RED TIDE CONDITIONS IN THE GULF OF MEXICO, EXPANDED TO A NATIONWIDE HARMFUL ALGAE BLOOMS (HAB) PROGRAM TO TEST MITIGATION TECHNOLOGIES IN BOTH SALT AND FRESHWATER SYSTEMS. IN FY2024, 22 TECHNOLOGIES FOR RED TIDE MITIGATION AND IMPROVED DETECTION ADVANCED TO THE FIELD-TESTING STAGE WITH SEVERAL IN PROCESS OF REGULATORY APPROVAL AND/OR EXAMINING FIELD DEPLOYMENT OPTIONS. TO PROTECT THE LIVING TREASURE OF CORAL GENETIC DIVERSITY, MOTE CREATED A UNIQUE, LARGE-SCALE, LAND-BASED, LIVING CORAL GENE BANK, (MOTE INTERNATIONAL CORAL GENE BANK) AT MOTE'S AQUACULTURE PARK, ORIGINALLY FOR 1,650 CORALS OF 14 SPECIES AND NEARLY 2,000 GENETIC TYPES OF CORALS; IN FY2024, THESE INCREASED TO OVER 3,000 CORALS OF 37 SPECIES AND OVER 7,000 CORAL GENETIC VARIETIES; THE LARGEST SINGLE DIVERSE COLLECTION IN THE WORLD. OUR GENE BANK VISION BEGAN WITH A FOCUS ON CORALS ENDEMIC TO FLORIDA AND U.S. JURISDICTIONS OF THE CARIBBEAN, AND HAS EXPANDED TO INCLUDE CORAL GENETIC DIVERSITY FROM REEFS AROUND WORLD. CONSTRUCTION CONTINUES TO NEARLY DOUBLE THE CAPACITY. IN FY2024, OVER 26,000 CORALS WERE PLANTED TO RESTORE FLORIDA'S CORAL REEF. AS A HOLISTIC, SCIENCE-BASED APPROACH TO CORAL REEF RESTORATION, MOTE BUILT A CARIBBEAN KING CRAB HATCHERY TO PRODUCE THESE CRABS FOUND TO BE BENEFICIAL IN MITIGATING HARMFUL ALGAE ON CORAL REEFS. MOTE SCIENTISTS HAVE PRODUCED OVER 125,000 JUVENILE CARIBBEAN KING CRABS POISED TO BE RELEASED ONTO U.S. REEFS. FOR A FULL AND CURRENT LISTING OF MOTE MARINE LABORATORY'S RESEARCH AND INITIATIVES, VISIT MOTE.ORG. FORM 990, PART III, LINE 4B AQUARIUM MOTE MARINE AQUARIUM IN SARASOTA, FLORIDA, IS THE PUBLIC EDUCATION AND OUTREACH FACILITY FOR MOTE MARINE LABORATORY AND IS DEDICATED TO TRANSLATING AND TRANSFERRING MOTE'S CUTTING-EDGE SCIENCE TO THE PUBLIC. THIS RARE COMBINATION OF RESEARCH AND DEDICATED OUTREACH MAKE MOTE AN INTERNATIONAL DESTINATION AND A SOUTHWEST FLORIDA GEM. OPEN 365 DAYS PER YEAR MOTE MARINE AQUARIUM FEATURES HUNDREDS OF MARINE SPECIES FROM LOCAL TO INTERNATIONAL OCEAN ECOSYSTEMS WHICH ENHANCE PUBLIC OCEAN LITERACY TO SUPPORT CONSERVATION AND SUSTAINABLE USE OF MARINE RESOURCES. IN FY2024, VISITORS NEARED 400,000. ESTABLISHED IN 1980, THE AQUARIUM HAS GROWN TO FEATURE SEVERAL SPECIES OF SHARKS AND NUMEROUS SPECIES OF BONY FISHES, SEA TURTLES AND TERRAPINS; A FLORIDA WATERSHED EXHIBIT FEATURING NATIVE SPECIES INCLUDING MANATEES, NORTH AMERICAN RIVER OTTERS, ALLIGATORS, ROSEATE SPOONBILLS AND A GOPHER TORTOISE; INVERTEBRATES INCLUDING MULTIPLE SPECIES OF REEF-BUILDING CORALS, MOLLUSKS AND CRUSTACEANS, AND RELATED DISPLAYS OF SCIENCE, TECHNOLOGY AND CONSERVATION CONTENT. MOTE AQUARIUM BIOLOGISTS UNDERTAKE MULTIPLE EFFORTS TO BREED AND RAISE MARINE ORGANISMS SUCH AS GOBIES AND SEAHORSES IN-HOUSE, TO HELP THE PUBLIC CONNECT WITH THESE ANIMALS WHILE LESSENING PRESSURE ON WILD POPULATIONS. MOTE AQUARIUM BIOLOGISTS LEAD NARRATED TRAINING SESSIONS WITH RESIDENT ANIMALS TO HELP VISITORS CONNECT WITH OCEAN SPECIES AND THEIR CARE AT THE AQUARIUM, ALONG WITH MOTE MARINE LABORATORY'S RESEARCH. MOTE AQUARIUM FEATURES WINDOWS INTO WORKING LABS, OFFERING A DIRECT GLIMPSE INTO THE MARINE SCIENCE AT THE HEART OF MOTE. TRAINED VOLUNTEER DOCENTS THROUGHOUT THE AQUARIUM ENSURE THAT GUESTS HAVE AN ENJOYABLE, EDUCATIONAL EXPERIENCE. MOTE EARNED AN AUTISM FRIENDLY BUSINESS DESIGNATION FROM THE CENTER FOR AUTISM AND RELATED DISORDERS AT THE UNIVERSITY OF SOUTH FLORIDA DUE TO SPECIALIZED STAFF TRAINING TO PROVIDE THOSE WITH AUTISM A WELCOMING ENVIRONMENT. MOTE ALSO CONTINUED THE ADVANCE TICKETING WITH TIMED ENTRY; INITIALLY ESTABLISHED IN RESPONSE TO COVID AND AFTER DISCOVERING IT SIGNIFICANTLY ENHANCED THE VISITOR EXPERIENCE (INCLUDING THOSE WITH SPECIAL NEEDS). THE AQUARIUM'S ANIMAL CARE AND TRAINING PROGRAMS ENABLE RESEARCH THAT WOULD OTHERWISE NOT BE POSSIBLE - MOST NOTABLY, SENSORY AND TEMPERATURE-RELATED STUDIES WITH RESIDENT MANATEE BUFFETT, ALONG WITH NEW RESIDENT LOU, WHOSE VOLUNTARY PARTICIPATION HAS ALLOWED FOR MULTIPLE PEER REVIEWED JOURNAL ARTICLES PRESENTING KNOWLEDGE TO BENEFIT CONSERVATION OF THE SPECIES IN THE WILD. MOTE MARINE LABORATORY & AQUARIUM HAS BEEN ACCREDITED BY THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA) SINCE 2003, UNDERGOING A RIGOROUS INSPECTION EVERY FIVE YEARS. ACCREDITATION ENSURES THAT MOTE HAS MET AND WILL CONTINUE TO MEET EVER-RISING STANDARDS IN CATEGORIES INCLUDING ANIMAL CARE AND WELFARE, VETERINARY PROGRAMS, SCIENTIFIC ADVANCEMENT, CONSERVATION, EDUCATION AND SAFETY. MOTE HAS ALSO BEEN NAMED ONE OF THE MOST RESEARCH-PRODUCTIVE AZA MEMBERS BASED ON ITS HIGH NUMBER OF SCIENTIFIC PUBLICATIONS. MOTE AQUARIUM PROVIDES A UNIQUE VENUE FOR EDUCATIONAL EVENTS FOR CHILDREN, FAMILIES AND LIFE-LONG LEARNERS, AND FOR LIMITED-TIME EXHIBITS THAT REFRESH AND ENRICH VISITORS' LEARNING EXPERIENCES. 10,000 MOTE MEMBERS STAY CONNECTED THROUGH MOTE AQUARIUM AND HELP TO SUPPORT MULTIPLE FACETS OF MOTE'S MISSION. IN LATE SEPTEMBER, 2024, HURRICANE HELENE DROVE A HISTORIC AND DEVASTATING STORM SURGE INTO THE MOTE AQUARIUM FACILITIES AND SURROUNDING RESEARCH LABS & OFFICES, PROMPTING CLOSURE UNTIL ANIMAL SAFETY COULD BE ASSURED AND REPAIRS COULD BE MADE. THIS WAS FURTHER EXACERBATED BY ADDITIONAL DAMAGE WROUGHT BY HURRICANE MILTON IN OCTOBER OF THE NEXT FISCAL YEAR. ALL MOTE STAFF FROM AQUARIUM, RESEARCH, EDUCATION & OTHER DEPARTMENTS STEPPED UP TO MINIMIZE AND MITIGATE THE DAMAGES TO ALL CITY ISLAND FACILITIES TO ENABLE IT'S SAFE REOPENING TO THE PUBLIC IN LATE NOVEMBER. THROUGHOUT FY2024, CONSTRUCTION CONTINUED ON THE NEW MOTE SCIENCE EDUCATION AQUARIUM (MOTE SEA) 13 MILES INLAND ALONG BUSY I-75 IN SARASOTA. MOTE SEA WILL BE DEDICATED TO IMPROVING ACCESS TO MARINE SCIENCE AND TECHNOLOGY, WILL HAVE INTERACTIVE STATE-OF-THE-ART STEM TEACHING LABS AND ENSURE THAT ANNUAL EDUCATIONAL PROGRAMMING IS AVAILABLE TO APPROXIMATELY 70,000 STUDENTS FROM SARASOTA AND MANATEE COUNTY SCHOOLS FREE OF CHARGE. THE ANTICIPATED OPENING IS 4TH QUARTER FY2025. FORM 990, PART III, LINE 4C EDUCATION MOTE MARINE LABORATORY'S COMMITMENT TO SHARING OCEAN LITERACY BEGINS WITH PRE-K CHILDREN AND EXTENDS TO PEOPLE OF ALL AGES AND SOCIETAL BACKGROUNDS. MOTE OPERATES MORE THAN 50 STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) EDUCATION AND OUTREACH PROGRAMS, INCLUDING IN-SCHOOL PROGRAMS AND FIELD TRIPS, PUBLIC PROGRAMS THROUGHOUT THE YEAR, YEAR-ROUND CAMPS, COMMUNITY OUTREACH PROGRAMS THAT REACH STUDENTS HISTORICALLY UNDERREPRESENTED IN SCIENCE, TEACHER PROFESSIONAL DEVELOPMENT WORKSHOPS, DIGITAL LEARNING PROGRAMS THAT REACH AUDIENCES FAR AND WIDE, ADULT LIFELONG LEARNING COURSES, EDUCATIONAL EVENTS SUCH AS LECTURES AND SCIENCE CAFES, SCOUT PROGRAMS, HOMESCHOOL PROGRAMS AND MORE. IN FY2024, MOTE'S EDUCATION PROGRAMS REACHED NEARLY 67,000 PEOPLE. MOTE PROGRAMS ARE DESIGNED TO INSTILL ESSENTIAL STEM CONCEPTS, HELP PARTICIPANTS DISCOVER CAREERS IN MARINE SCIENCE AND BETTER UNDERSTAND OCEAN ECOSYSTEMS, THE SCIENTIFIC METHOD, CONSERVATION ISSUES, OCEAN TECHNOLOGY, THE IMPORTANCE OF ENVIRONMENTAL STEWARDSHIP AND OTHER KEY CONCEPTS. MOTE LEADS THE MULTI-PARTNER LOUIS STOKES ALLIANCE FOR MINORITY PARTICIPATION (LSAMP): MARINE SCIENCE LABORATORY ALLIANCE CENTER OF EXCELLENCE (MARSCI-LACE) WHICH WAS FOUNDED THROUGH A NATIONAL SCIENCE FOUNDATION (NSF) GRANT TO MOTE, THE ONLY NON-ACADEMIC INSTITUTION TO RECEIVE AN LSAMP CENTER OF EXCELLENCE AWARD. IT IS CO-FUNDED BY THE NSF INCLUSION ACROSS THE NATION OF COMMUNITIES OF LEARNERS OF UNDERREPRESENTED DISCOVERERS IN ENGINEERING AND SCIENCE (NSF INCLUDES) INITIATIVE. THIS INITIATIVE HAS INVESTIGATED AND DEMONSTRATED HOW MARINE RESEARCH INTERNSHIPS WITH SPECIALLY TRAINED MENTORS AND SUPPORT SYSTEMS CAN KEEP STUDENTS ON THE PATH TO STEM CAREERS. MOTE OFFERS A WIDE VARIETY OF COLLEGE INTERNSHIPS, INCLUDING THE HIGHLY COMPETITIVE, NSF-FUNDED RESEARCH EXPERIENCES FOR UNDERGRADUATES, WHICH ALLOW UNDERGRADUATE STUDENTS TO CONDUCT SCIENTIFIC RESEARCH UNDER THE MENTORSHIP OF A PH.D.-LEVEL MOTE SCIENTIST. MOTE AWARDED 156 UNDERGRADUATE & GRADUATE SCHOLARSHIPS & INTERNSHIPS IN FY2024. MOTE'S EDUCATION TEAM OVERSEES OVER 1,500 TRAINED VOLUNTEERS WHO HELP TO ADVANCE MOTE'S MISSION BY ASSISTING SCIENTISTS AND EDUCATORS, SERVING AS DOCENTS ON THE MOTE AQUARIUM FLOOR, CONTRIBUTING TO MOTE'S HOSPITALS FOR MAMMALS AND SEA TURTLES, AND PROVIDING A NUMBER OF SUPPORTING SERVICES TO OTHER AREAS OF THE LAB AND AQUARIUM. IN FY2024, 73 HIGH SCHOOLERS PARTICIPATED IN THE TEEN VOLUNTEER PROGRAM WHICH PROVIDES STUDENTS WITH AN OPPORTUNITY TO VOLUNTEER DURING THE SCHOOL YEAR AND ENGAGE WITH VISITORS THROUGHOUT THE AQUARIUM AND ASSIST WITH EDUCATION PROGRAMS, WHILED 84 HIGH SCHOOLERS PARTICIPATED IN MOTE'S SUMMER VOLUNTEER PROGRAM. MOTE EDUCATORS WORK CLOSELY WITH SCHOOLS THROUGHOUT THEIR REGION, HELPING STUDENTS CONNECT WITH MOTE SCIENTISTS DIRECTLY - FOR EXAMPLE, THROUGH SUSTAINABLE FISHING CLINICS AND HANDS-ON COLLABORATION WITH MOTE'S FISH-FARMING SCIENTISTS. MOTE EDUCATORS CONTINUALLY CREATE A WEALTH OF NEW AND INNOVATIVE VIRTUAL LEARNING PROGRAMS AND DIGITAL CONTENT THAT ENABLE K-12 TEACHERS AND STUDENTS TO INTERACT AND LEARN REMOTELY. IN FY2024, THE POPULARITY OF THESE PROGRAMS AND PLATFORMS INDICATED CONTINUING GROWTH AND INVESTMENT IN FLEXIBLE LEARNING ENVIRONMENTS AND EXPERIENCES. MOTE EDUCATORS ARE ACTIVE IN THE FLORIDA MARINE SCIENCE EDUCATORS ASSOCIATION, THE NATIONAL SCIENCE TEACHERS ASSOCIATION, THE ASSOCIATION OF ZOOS AND AQUARIUMS AND OTHER PROFESSIONAL ORGANIZATIONS THAT INFORM AND INSPIRE OUR EFFORTS TO TRANSLATE AND TRANSFER MOTE SCIENCE TO THE PUBLIC. IN FY2024, MOTE'S EDUCATION TEAM HAS BEEN ACTIVELY DESIGNING THREE STEM TEACHING LABS AND FIVE STEM WORKFORCE TRAINING LABS TO BE HOUSED IN THE NEW MOTE SCIENCE EDUCATION AQUARIUM (MOTE SEA), ANTICIPATED TO OPEN 3RD QUARTER 2025. FORM 990, PART VI, SECTION A, LINE 1A 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 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 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 AND FORM 990 PUBLIC COPY ARE ALSO AVAILABLE ON WWW.MOTE.ORG. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. -2,157,258. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE IN THE AUDIT REVIEW PROCESS FROM THE PRIOR YEAR. MOTE MARINE FOUNDATION INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 592226800 PROVIDES FUNDS TO SUPPORT MOTE MARINE LABORATORY FL 501(C)(3) LINE 12A, I 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 1 0