2026-06-24T17:02:39-05:00 2024-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2023-07-01 810459235 MCLAUGHLIN RESEARCH INSTITUTE FOR BIOMEDICAL SCIENCES INC MCLA 4064546015 1520 23RD STREET SOUTH GREAT FALLS MT 59405 RENEE REIJO PERA PRESIDENT 4064546015 2026-06-23 1 1 GERARD K SCHMITZ P00039906 4067614645 2023 2025-03-06 01:10:19Z RENEE REIJO PERA 1520 23RD STREET SOUTH GREAT FALLS MT 59405 8965028 0 X WWW.MCLAUGHLINRESEARCH.ORG X 1989 MT THE INSTITUTE'S MISSION IS TO IMPROVE HUMAN HEALTH THROUGH INNOVATIVE GENETIC RESEARCH AND EDUCATION. 13 12 37 0 0 0 1912216 3558377 435360 307884 64808 13865 2951 5756 2415335 3885882 48750 31050 0 0 2704683 2819839 0 0 69834 1537428 1957369 4290861 4808258 -1875526 -922376 14106801 14103641 243063 459785 13863738 13643856 X THE INSTITUTE'S MISSION IS TO IMPROVE HUMAN HEALTH THROUGH INNOVATIVE GENETIC RESEARCH AND EDUCATION. RESEARCH AT THE INSTITUTE FOCUSES ON UNDERSTANDING THE GENETIC CONTROL OF NORMAL DEVELOPMENT AND SUSCEPTIBILITY TO NEUROLOGICAL DISEASES USING THE MOUSE AS THE MODEL SYSTEM. THE INSTITUTE ALSO OFFERS RESEARCH INTERNSHIPS FOR STUDENTS AND TEACHERS. 0 0 4175957 313640 DURING FISCAL YEAR 2024, THE INSTITUTE SCIENTISTS AND STAFF CONTINUED THEIR EFFORTS TO BETTER UNDERSTANDING THE CELLULAR AND MOLECULAR MECHANISMS OF NEURODEGENERATIVE DISEASE PROCESSES THROUGH INNOVATIVE GENETIC APPROACHES IN MURINE MODELS WHILE EXPANDING THE PROGRAM OF TRANSLATIONAL RESEARCH TO SUPPLEMENT TREATMENT ADVANCES AND EDUCATION THROUGH COMMUNITY ENGAGEMENT WITH STUDENT INTERNSHIPS. THE RESEARCH FOCUSED LARGELY ON THE MECHANISMS BEHIND THE PROPAGATION OF PROTEIN MISFOLDING IN DISEASES SUCH AS FRONTOTEMPORAL DEMENTIA, ALZHEIMER'S AND PRION DISEASES, AS WELL AS NOVEL TREATMENT APPROACHES. SUCH WORK INCLUDED PARTNERSHIPS WITH UP TO 11 COLLABORATORS AND 20 PROJECTS AMONG INVESTIGATORS WITH PARTNERSHIPS EXTENDING NATIONALLY TO NEW YORK, MASSACHUSETTS, NORTH CAROLINA AND CALIFORNIA WHICH RESULTANT SUBAWARDS CONTRIBUTED TO $712,800 OF NIH GRANT FUND SUPPORT AND $307,000 IN RESEARCH CONTRACTS. EFFORTS CONTINUED TOWARDS UNDERSTANDING ALZHEIMER'S DISEASE WITH PARTNERS AT COLUMBIA UNIVERSITY AND WAKE FOREST UNIVERSITY; PRION DISEASES WITH PARTNERS AT THE BROAD AT HARVARD UNIVERSITY & PRION ALLIANCE. INVESTIGATORS CONTINUED CRITICAL WORK ON NOVEL TREATMENT DEVELOPMENT SCREENING THROUGH ONGOING COLLABORATION WITH PHARMACEUTICAL COMPANIES AND WELCOMED NEW COLLABORATIONS WITH LYDIAN ACCELERATOR & N-LOREM. THE INSTITUTE BEGAN NEW EFFORTS THROUGH NIH FUNDED GRANTS (AWARDED 2024) IN THE AMOUNT OF $2.9M/YEAR FOR FIVE YEARS TO LAUNCH THE NOVEL CENTER FOR INTEGRATED BIOMEDICAL AND RURAL HEALTH RESEARCH FOCUSED ON DISTRIBUTED RESEARCH SUPPORT FOR NEW INVESTIGATORS; $630,000/YEAR FOR FIVE YEARS OF NEUROINFLAMMATION IN ALZHEIMER'S DISEASE MODEL RESEARCH. ADDITIONAL NIH FUNDS THROUGH TRANSFER FROM CALPOLY AND DUKE UNIVERSITY SUPPORTED THE ONGOING INVESTIGATION OF TRANSCRIPTIONAL NETWORKS OF HUMAN PRIMORDIAL GERM CELLS WAS COMPLETED. A PORTION OF ARPA FUNDS, $150,000 WERE DISTRIBUTED TO THE INSTITUTE THROUGH MONTANA STATE AND CASCADE COUNTY PASSTHROUGH. THE INSTITUTE RECEIVED $1.02M IN CONTRIBUTIONS THAT INCLUDED $675,000 IN RESEARCH AND EDUCATION SUPPORT FROM AFFILIATE, TOURO UNIVERSITY. THESE FUNDS WERE UTILIZED TO SUPPORT ONGOING RESEARCH AS WELL AS FUNDAMENTAL INFRASTRUCTURE SUPPORT. 31050 31050 THE INSTITUTE HOSTED ANOTHER BUSY AND SUCCESSFUL SUMMER INTERNSHIP PROGRAM DISTRIBUTING A TOTAL OF $31,050 IN SCHOLARSHIPS TO HIGH SCHOOL AND COLLEGE STUDENTS FOR 8-WEEKS OF BENCH SIDE RESEARCH & PRESENTATION. MEDICAL STUDENTS FROM NEIGHBORING TOURO COLLEGE OF OSTEOPATHIC MEDICINE (MT) JOINED THE RESEARCH EFFORTS THROUGH TEMPORARY POSITIONS AS WELL AS FIRST ROTATION OF FOUR STUDENTS IN THE MEDICAL SCIENTIST TRAINING PROGRAM. 4207007 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 4064546015 1520 23RD STREET SOUTH GREAT FALLS MT 59405 RANDY GRAY CHAIRMAN 5.00 X X 0 0 0 MAXON DAVIS VICE-PRESIDENT 1.00 X X 0 0 0 BJARNE JOHNSON SECRETARY 1.00 X X 0 0 0 GARY BJELLAND BOARD MEMBER 1.00 X 0 0 0 DAVID CAMERON PHD BOARD MEMBER 1.00 X 0 0 0 GEORGE A CARLSON PHD BOARD MEMBER 1.00 X 0 0 0 PAUL EICHWALD BOARD MEMBER 1.00 X 0 0 0 JOHN LANE BOARD MEMBER 1.00 X 0 0 0 ERIK SLETTEN BOARD MEMBER 1.00 X 0 0 0 CATHIE TRONSON BOARD MEMBER 1.00 X 0 0 0 DR IRVING WEISSMAN BOARD MEMBER 1.00 X 0 0 0 GENE THAYER BOARD MEMBER 1.00 X 0 0 0 RENEE REIJO PERA DIRECTOR/CURRENT PRESIDENT 40.00 X X 297816 0 27921 MEGANNE CASEY VICE PRESIDENT OF OPERATIONS 40.00 X 120542 0 34018 DEBORAH CABIN VICE PRESIDENT 40.00 X 81718 0 15787 TERESA GUNN PROFESSOR 40.00 X 124896 0 22285 TIFFFANY HENSLEY-MCBAIN ASSOCIATE PROFESSOR 40.00 X 101721 0 20057 JOHAN MIKAEL KLINGEBORN ASSOCIATE PROFESSOR 40.00 X 100442 0 20370 827135 0 140438 5 0 1 0 0 2540803 1017574 3558377 CONTRACT RESEARCH 541700 307884 307884 307884 184067 184067 4908944 5079146 -170202 -170202 -170202 MISCELLANEOUS 541900 5756 5756 5756 3885882 313640 0 13865 X 31050 31050 636707 196295 423537 16875 1543455 1075998 465880 1577 188380 115915 70620 1845 282875 154345 125924 2606 168422 103041 64418 963 4832 4832 68504 68504 2731 2731 72355 72355 11425 325 11100 38838 30327 8511 30982 30982 252257 251120 1137 38760 35999 2761 10978 8636 2342 614 614 431111 2831 428280 48813 48813 SUPPLIES-LAB 336425 336425 CONTRACTED SERVICES 153218 55390 75328 22500 UNALLOWABLE EXPENSES 137557 137557 ANIMAL CARE SERVICES 115977 115977 201992 1975105 -1775833 2720 4808258 4207007 531417 69834 192980 577162 20846 20846 826127 758620 180354 147681 17125419 11155557 5911727 5969862 6864980 6625158 105475 4312 4312 14106801 14103641 33918 106967 25260 172234 183885 180584 243063 459785 X 10497153 10199632 3366585 3444224 13863738 13643856 14106801 14103641 X -922376 713294 -10800 X X 0 1 X 1 1 1 X 1883327 2539350 5434274 1912216 3625835 15395002 1883327 2539350 5434274 1912216 3625835 15395002 6553988 8841014 497796 451110 240398 214279 184067 1587650 4323 24684 921 2951 32879 17015531 0.51960 0.46660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3096887 413989 285686 3225190 3420068 20569 343750 3096887 3780826 42551 403309 3420068 3259494 553555 32223 3780826 3522643 990 -89345 174794 3259494 0 0 25000 25000 11295806 6585395 4710411 4763102 3948453 814649 1041511 621709 419802 5969862 GIFT ANNUITY OBLIGATIONS 180584 180584 4516021 713294 -10800 702494 3813527 72355 72355 3885882 4735903 0 4735903 72355 72355 4808258 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 0 STUDENT INTERNSHIP PROGRAM 18 31050 EDUCATIONAL ACTIVITIES ARE CONDUCTED AT THE INSTITUTE ITSELF, WITH STUDENTS AND TEACHERS BEING MENTORED BY FACULTY AND STAFF DURING HANDS-ON RESEARCH INTERNSHIPS. X 0 0 0 0 0 0 0 0 0 RENEE REIJO PERA DIRECTOR/CURRENT PRESIDENT 221232 0 75000 0 1584 0 22500 0 5421 0 325737 0 0 0 MEGANNE CASEY VICE PRESIDENT OF OPERATIONS 69326 0 51000 0 216 0 12640 0 21378 0 154560 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MANY MEMBERS OF THE INSTITUTE'S BOARD OF DIRECTORS ARE PROMINENT MEMBERS OF THE BUSINESS COMMUNITY AND INCLUDE ATTORNEYS, ACCOUNTANTS, GENERAL CONTRACTORS, DOCTORS AND RETAILERS WHO PROVIDE SERVICES AND PRODUCTS ON AN ARMS-LENGTH BASIS TO THE COMMUNITY AND SURROUNDING TRADE AREA INCLUDING OTHER MEMBERS OF THE INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH ADDITIONAL REVIEW BY THE ORGANIZATION'S FINANCE OFFICER BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. INSTITUTE ACTIVITIES ARE VERY SPECIALIZED WITH A RELATIVELY SMALL NUMBER OF SUPPLIERS. THE FINANCIAL OFFICER IS RESPONSIBLE FOR MONITORING TRANSACTIONS WITH PARTIES RELATED TO BOARD MEMBERS. THE INSTITUTE MAINTAINS A SEPARATE CONFLICT OF INTEREST POLICY FOR ITS RESEARCH STAFF TO ENSURE COMPLIANCE WITH FEDERAL REGULATIONS REGARDING DISCLOSURE OF CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE INSTITUTE'S BOARD OF DIRECTORS AND SCIENTIFIC ADVISORY COMMITTEE REVIEW AND APPROVE COMPENSATION PAID TO THE INSTITUTE'S DIRECTOR/PRESIDENT. AMONG OTHER THINGS, THE BOARD REVIEWS COMPENSATION SURVEYS CONDUCTED BY THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES. ADDITIONALLY, SALARY RESTRICTIONS ARE PLACED ON THE CHIEF SCIENTIST BY NATIONAL INSTITUTES OF HEALTH GUIDELINES. THE DIRECTOR'S SALARY IS WELL WITHIN THE ABOVE PARAMETERS AND HAS BEEN INCREASED SINCE JULY 2014. ALL INSTITUTE SALARIES ARE DISCUSSED AND REVIEWED BY THE FINANCE COMMITTEE AS PART OF ITS ANNUAL BUDGET REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE POSTED AND AVAILABLE ON THE INSTITUTE'S WEBSITE (MCLAUGHLINRESEARCH.ORG). FINANCIAL STATEMENTS AND TAX FORMS ARE ALSO POSTED AND AVAILABLE ON THE WEBSITES OF VARIOUS NONPROFIT INFORMATION SERVICES. FORM 990, PART IX, LINE 24E REPAIRS AND MAINTENACE-BUILDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 56,376. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,376. SMALL EQUIPMENT: PROGRAM SERVICE EXPENSES 28,609. MANAGEMENT AND GENERAL EXPENSES 3,323. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,932. REPAIRS AND MAINTENENCE-EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,111. GASES AND ALCOHOL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,505. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,505. HAZARDOUS WASTE/RADIATION SAFETY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,186. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,186. EQUIPMENT: PROGRAM SERVICE EXPENSES 8,695. MANAGEMENT AND GENERAL EXPENSES 7,321. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,016. DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,069. FUNDRAISING EXPENSES 620. TOTAL EXPENSES 12,689. RECRUITING AND RELOCATING: PROGRAM SERVICE EXPENSES 6,190. MANAGEMENT AND GENERAL EXPENSES 1,694. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,884. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,414. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,414. STUDENT PROGRAMS: PROGRAM SERVICE EXPENSES 4,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,278. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,100. TOTAL EXPENSES 2,100. LICENSES AND FEES: PROGRAM SERVICE EXPENSES 1,362. MANAGEMENT AND GENERAL EXPENSES 139. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,501. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -10,800. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LEWIS AND CLARK BIOLOGICALS INC 1520 23RD STREET S GREAT FALLS MT 59405 810460863 SALES - MISCELLANEOUS MT MCLAUGHLIN RESEARCH C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INTERNAL REVENUE SERVICEOGDEN, UT 84201RE: MCLAUGHLIN RESEARCH INSTITUTE FOR BIOMEDICAL SCIENCES EIN: 81-0459235 REASONABLE CAUSE STATEMENT TAX PERIOD: JUNE 30, 2024MCLAUGHLIN RESEARCH INSTITUTE HAS REASONABLE CAUSE EXPLAINED BELOW FOR THE LATE FILING OF THIS JUNE 30, 2024 FORM 990. IN 2016, THE MCLAUGHLIN RESEARCH INSTITUTE (MRI) WAS MADE AWARE THAT THE ACCOUNTING SOFTWARE THEY WERE USING, FUNDWARE, WAS DISCONTINUING SUPPORT. THE DIRECTOR, WHO HAD BEEN WITH THE ORGANIZATION FOR OVER 30 YEARS RESIGNED IN DECEMBER 2016. THE CFO SUBSEQUENTLY RESIGNED IN FEBRUARY 2017. A NEW DIRECTOR HAD BEEN APPOINTED; HOWEVER, THE ORGANIZATION HAD A DIFFICULT TIME FINDING A NEW CFO BEFORE THE PRIOR CFO RESIGNED. A NEW CFO WAS HIRED IN MAY 2017. THE CFO CHOSE A NEW ACCOUNTING SOFTWARE LATER THAT YEAR, BUT THE ORGANIZATION DID NOT HAVE THE BANDWIDTH TO SUPPORT A FULL CONVERSION. THE CFO RESIGNED IN APRIL 2018, WITH THE ACCOUNTING SOFTWARE CONVERSION REMAINING INCOMPLETE. IN APRIL 2020, AN ACCOUNTING CONSULTANT WAS HIRED AND SUBSEQUENTLY BECAME THE CFO IN JULY 2020. SHE CHOSE QUICKBOOKS AS THE NEW ACCOUNTING SOFTWARE. A STAFF ACCOUNTANT AND ADMINISTRATIVE ASSISTANT WORKED ON THE SET-UP; THE STAFF ACCOUNTANT RESIGNED IN JULY 2020. THE ADMINISTRATIVE ASSISTANT AND A PART-TIME CONSULTANT WORKED ON SETTING UP DIFFERENT PARTS OF THE SOFTWARE THROUGHOUT THE REMAINDER OF 2020 AND 2021. BY JUNE 2021, THE CONVERSION REMAINED INCOMPLETE.THE PART-TIME CONSULTANT MOVED INTO A FULL-TIME VICE PRESIDENT OF OPERATIONS AND FINANCE (VPO) POSITION IN AUGUST 2021. THE CFO RESIGNED IN SEPTEMBER 2021. THE VPO BEGAN RECRUITMENT EFFORTS IN SEPTEMBER 2021 FOR AN ACCOUNTANT OR BOOKKEEPER AND FOUND A PART-TIME BOOKKEEPER, BUT WAS UNABLE TO FIND AN ACCOUNTANT. THE PART-TIME BOOKKEEPER AND VPO COMPLETED THE BOOKS FOR THE FISCAL YEAR ENDED JUNE 30, 2020, IN AUGUST 2022 AND SUBMITTED THE 2019 FORM 990 ELECTRONICALLY IN SEPTEMBER 2022. A FULL-TIME ACCOUNTANT BEGAN WORKING IN APRIL 2023. TOGETHER WITH THE VPO, THE BOOKS FOR THE FISCAL YEAR ENDED JUNE 30, 2021, WERE COMPLETED, AND THE 2020 FORM 990 WAS ELECTRONICALLY FILED IN SEPTEMBER 2023. THE FULL-TIME ACCOUNTANT RESIGNED IN FEBRUARY 2024, AND THE PURCHASING AGENT RESIGNED IN MAY 2024. THE AUDIT FOR JUNE 30, 2022, WAS COMPLETED IN JUNE 2024, AND THE 2021 FORM 990 WAS SUBMITTED IN OCTOBER 2024, AFTER THE RETURN WAS REVIEWED AND APPROVED BY THE BOARD. THE FORM 990 FOR THE YEAR ENDED JUNE 30, 2023 WAS COMPLETED AND SUBMITTED IN NOVEMBER 2025 AFTER THE RETURN WAS REVIEWED AND APPROVED BY THE BOARD IN CONJUNCTION WITH THE COMPLETION OF THE AUDIT FOR THE YEAR ENDED JUNE 30, 2023.THE JUNE 30, 2024 FORM 990 ACCOMPANIES THIS LETTER. THE JUNE 30, 2025 FORM 990 WILL BE FILED IN JULY 2026 AND SUBSEQUENT FORMS 990 WILL BE FILED TIMELY.IN SUMMARY, DUE MAJOR COMPLICATIONS RESULTING FROM ACCOUNTING SOFTWARE DISCONTINUATIONS AND TECHNOLOGICAL LIMITATIONS AND THE DIFFICULTIES ENDURED WITH PERSONNEL RESIGNING, INCLUDING FIVE CFOS, TWO DIRECTORS, AND MULTIPLE SUPPORT STAFF MEMBERS, WE BELIEVE ARE REASONABLE CAUSE FOR THE LATE FILING AND ARE REQUESTING THAT NO LATE FILING PENALTIES ARE ASSESSED. THE CURRENT EXECUTIVE MEMBERS OF THE ORGANIZATION PUT FORTH A GOOD-FAITH EFFORT TO ENSURE THE FILING OF A COMPLETE AND ACCURATE RETURN. UNDER PENALTIES OF PERJURY, WE DECLARE TO THE BEST OF OUR KNOWLEDGE AND BELIEF THAT THE INFORMATION CONTAINED IN THIS REASONABLE CAUSE ATTACHMENT IS TRUE, CORRECT, AND COMPLETE.