2014-09-12T16:20:17-05:00 2013-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2013-01-01 590756643 MOTE MARINE LABORATORY INC MOTE 9413884441 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 MICHAEL P CROSBY PHD CEO 9413884441 2014-09-09 1 REBECCA U STONER P00585910 9413654617 2013 2015-11-30 17:44:51Z MICHAEL P CROSBY PHD 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 23088768 0 X WWW.MOTE.ORG X 1955 FL ADVANCING THE SCIENCE OF THE SEA THROUGH RESEARCH, EDUCATION AND OUTREACH. 28 26 220 1685 0 0 3007908 4217004 14223590 14914237 -140652 36716 444408 2114937 17535254 21282894 283544 297383 0 0 10021356 10578402 0 0 1256253 9195211 8989674 19500111 19865459 -1964857 1417435 46987486 48685100 15367280 14137039 31620206 34548061 X DEDICATED TO ADVANCING THE SCIENCE OF THE SEA THROUGH THE STUDY OF MARINE AND ESTUARINE ECOSYSTEMS, THROUGH THE PUBLIC MOTE AQUARIUM AND THROUGH AN EDUCATION DIVISION THAT PROVIDES UNIQUE PROGRAMS FOR ALL AGES. 0 0 9067175 76100 8395217 SEE SCHEDULE O:RESEARCHMOTE IS AN INDEPENDENT, NONPROFIT 501(C)3 MARINE RESEARCH ORGANIZATION WITH MULTIPLE FACILITIES IN FLORIDA AND 22 RESEARCH PROGRAMS CONDUCTING WORLD-CLASS SCIENCE ON SIX OF THE WORLD'S SEVEN CONTINENTS. MOTE HAS BEEN COMMITTED TO OCEAN SCIENCES SINCE THE LAB WAS FOUNDED IN 1955 BY DR. EUGENIE CLARK. WE REMAIN ONE OF THE FEW INDEPENDENT MARINE LABS IN THE WORLD, AND AS SUCH WE NURTURE THE INNOVATION AND FLEXIBILITY NEEDED TO ADDRESS THE MOST PRESSING OCEAN ISSUES OF OUR TIME.MOTE'S MISSION IS TO ADVANCE MARINE AND ENVIRONMENTAL SCIENCE THROUGH RESEARCH, EDUCATION AND PUBLIC OUTREACH LEADING TO NEW DISCOVERIES, REVITALIZATION AND SUSTAINABILITY OF EARTH'S OCEAN RESOURCES AND TO A GREATER PUBLIC UNDERSTANDING OF OUR MARINE ECOSYSTEMS.MOTE IS FIRST AND FOREMOST A GLOBAL LEADER IN DIVERSE FIELDS OF MARINE RESEARCH RELEVANT TO CONSERVATION AND SUSTAINABLE USE OF MARINE BIODIVERSITY, HEALTHY HABITATS AND NATURAL RESOURCES.MOTE IS ALSO UNIQUE AS ONE OF THE FEW INDEPENDENT SCIENTIFIC ORGANIZATIONS IN THE WORLD THAT COMBINES MARINE RESEARCH WITH PUBLIC OUTREACH FEATURING A MAJOR AQUARIUM, ALONG WITH FORMAL AND INFORMAL EDUCATION PROGRAMS. OUR VISION INCLUDES POSITIVELY IMPACTING PUBLIC POLICY BY BUILDING A MORE OCEAN-LITERATE SOCIETY. (VIEW MOTE'S 2020 VISION & STRATEGIC PLAN AT WWW.MOTE.ORG/ABOUTUS.)IN THE BEGINNING, MOTE'S EARLY STUDIES FOCUSED MAINLY ON SHARKS AND UNDERSTANDING THEIR BASIC BIOLOGY. THOSE EARLY RESEARCH FINDINGS LED THE WAY FOR THOUSANDS OF STUDIES THAT TODAY PROVIDE VITAL INFORMATION FOR RESOURCE MANAGERS AND THE PUBLIC.OVER MORE THAN FIVE DECADES, MOTE HAS GROWN FROM A TINY SHED IN PLACIDA WHERE THE LEGENDARY SCIENTIST DR. EUGENIE CLARK - THE SHARK LADY - BEGAN THE OPERATION, TO A 10.5-ACRE CAMPUS ON SARASOTA BAY IN SARASOTA, FLA., WITH FIELD STATIONS IN SUMMERLAND KEY IN THE FLORIDA KEYS AND PINE ISLAND IN CHARLOTTE HARBOR, A 200-ACRE STATE-OF-THE-ART MOTE AQUACULTURE PARK IN EASTERN SARASOTA COUNTY, PUBLIC OUTREACH EDUCATION PROGRAMS IN PUNTA GORDA AND BOCA GRANDE AND A PUBLIC CORAL REEF EXHIBIT IN KEY WEST. TODAY, MOTE HAS A STAFF OF MORE THAN 190 WITH MORE THAN 30 DOCTORAL-LEVEL SCIENTISTS AND 1,685 VOLUNTEERS.THROUGH OUR HISTORY, MOTE SCIENTISTS HAVE PUBLISHED THOUSANDS OF MOTE TECHNICAL REPORTS AND PAPERS IN SCIENTIFIC JOURNALS, INCLUDING WORK THAT HAS ADVANCED THE FIELDS OF SHARK BEHAVIOR AND BIOLOGY, OCEAN OBSERVING SYSTEMS, HARMFUL ALGAL BLOOM DYNAMICS, CORAL REEF RESEARCH, MARINE MAMMAL AND SEA TURTLE BIOLOGY AND POPULATION DYNAMICS, AQUACULTURE SYSTEMS RESEARCH AND DEVELOPMENT AND NUMEROUS OTHER AREAS OF FOCUS. MOTE IS CURRENTLY HOME TO THE NATIONAL CENTER FOR SHARK RESEARCH, THE ONLY SUCH CENTER IN THE U,S, TO RECEIVE A CONGRESSIONAL DESIGNATION. (OUR WORKS ARE GATHERED IN DSPACE, AN OPEN ACCESS REPOSITORY LOCATED AT HTTPS://DSPACE.MOTE.ORG/DSPACE. OUR SCIENTIFIC HOLDINGS ALSO INCLUDE SEVERAL SPECIAL COLLECTIONS, INCLUDING WORKS BY BREDER, GILBERT AND CLARK.)TODAY MOTE STUDIES A WIDE RANGE OF SCIENTIFIC DISCIPLINES. RESEARCH PROGRAMS INCLUDE STUDIES OF HUMAN CANCER USING MARINE MODELS AND THE EFFECTS OF MAN-MADE AND NATURAL TOXINS ON HUMANS AND ON THE ENVIRONMENT. MOTE STUDIES THE HEALTH OF WILD FISHERIES, DEVELOPS SUSTAINABLE AND SUCCESSFUL FISH RESTOCKING TECHNIQUES AND FOOD PRODUCTION TECHNOLOGIES AND ENGINEERS NEW TOOLS TO HELP US BETTER UNDERSTAND THE HEALTH OF THE ENVIRONMENT. MOTE RESEARCH PROGRAMS ALSO FOCUS ON UNDERSTANDING THE POPULATION DYNAMICS OF MANATEES, DOLPHINS, SEA TURTLES, SHARKS AND CORAL REEFS AND ON CONSERVATION AND RESTORATION EFFORTS RELATED TO THESE SPECIES AND ECOSYSTEMS. (FOR A FULL AND CURRENT LISTING OF MOTE MARINE LABORATORY'S RESEARCH PROGRAMS AND INITIATIVES, PLEASE VISIT WWW.MOTE.ORG.)HERE ARE SOME OF THE HIGHLIGHTS FROM 2013:THE EFFECTS OF OIL ON CORAL LARVAL CORALS OF AT LEAST SOME SPECIES ARE VULNERABLE TO DEEPWATER HORIZON OIL AND ARE ESPECIALLY LIKELY TO DIE WHEN EXPOSED TO DISPERSANTS USED DURING A SPILL, ACCORDING TO A LAB-BASED STUDY BY MOTE MARINE LABORATORY SCIENTISTS THAT WAS PUBLISHED ONLINE JAN. 9 IN THE PEER-REVIEWED JOURNAL PLOS ONE. THIS STUDY INVOLVED THE FIRST CONTROLLED TEST OF HOW DEEPWATER HORIZON OIL AND THE DISPERSANT COREXIT 9500 AFFECT CORAL LARVAE - DRIFTING OFFSPRING OF CORALS THAT MUST SETTLE AND GROW TO MAINTAIN AND EXPAND REEFS. WHILE THE STUDY FOCUSED ON TWO CORAL SPECIES FROM THE FLORIDA KEYS - AN AREA NOT DIRECTLY IMPACTED BY THE SPILL - THE RESULTS HIGHLIGHT CONCERNS ABOUT CORALS NEARER TO THE SPILL SITE AND PROVIDE NEW INSIGHTS FOR MITIGATING OIL SPILLS NEAR REEFS. SCIENTISTS CALL FOR SOCIETY TO CHANGE THE WAY WE REFER TO SHARK BEHAVIORRESEARCHERS FROM THE UNIVERSITY OF SYDNEY, AUSTRALIA, AND MOTE MARINE LABORATORY REPORTED THAT USING THE TERM "SHARK ATTACK" LEADS TO MISPERCEPTIONS AND INACCURATE RISK REPORTING. THE TERM "SHARK ATTACK" IS TYPICALLY USED BY THE MEDIA, GOVERNMENT OFFICIALS, RESEARCHERS AND THE PUBLIC TO DESCRIBE ALMOST ANY KIND OF HUMAN-SHARK INTERACTION - EVEN THOSE WHERE NO CONTACT OR INJURY OCCURS BETWEEN HUMANS AND SHARKS. IN A PAPER IN THE JOURNAL OF ENVIRONMENTAL STUDIES AND SCIENCES, CHRISTOPHER NEFF OF THE UNIVERSITY OF SYDNEY AND DR. ROBERT HUETER, LEADER OF MOTE'S CENTER FOR SHARK RESEARCH PROPOSED A NEW SYSTEM OF CLASSIFICATION TO SUPPORT MORE ACCURATE SCIENTIFIC REPORTING ABOUT SHARK INTERACTIONS, ALONG WITH MORE ACCURATE PUBLIC DISCUSSION ABOUT SHARK RISK TO SWIMMERS AND DIVERS.NEW INTERNATIONAL MARINE CONSERVATION CONSORTIUM WITH U.S. AND INTERNATIONAL PARTNERSA NEW COALITION OF AQUARIUMS, ZOOS AND GOVERNMENTAL AND NON-GOVERNMENTAL ORGANIZATIONS HOSTED AT MOTE MARINE LABORATORY AND AQUARIUM DEBUTED IN FEBRUARY, WITH THE GOAL OF ADDRESSING CRITICAL NEEDS FOR CONSERVATION OF MARINE MAMMALS, SEA TURTLES, SEA BIRDS AND OTHER SPECIES WORLDWIDE THAT HAVE BEEN UNDERSERVED BY SCIENCE-BASED INITIATIVES. THE NEW INTERNATIONAL CONSORTIUM FOR MARINE CONSERVATION WAS ANNOUNCED BY ITS DIRECTOR, DR. JOHN REYNOLDS OF MOTE, DURING THE SECOND SIGNATORY STATE MEETING OF THE DUGONG MOU OF THE CONVENTION OF MIGRATORY SPECIES OF THE UNITED NATIONS ENVIRONMENT PROGRAMME IN MANILA, PHILIPPINES. PARTICIPANTS IN THE NEW INTERNATIONAL CONSORTIUM SAY THE NEED FOR WIDE-REACHING CONSERVATION CANNOT BE OVERSTATED:OF THE 63,837 SPECIES WORLDWIDE THAT HAVE UNDERGONE POPULATION ASSESSMENTS, 19,817 - A STARTLING ONE OUT OF THREE - ARE THREATENED WITH EXTINCTION, ACCORDING TO A 2012 REPORT FROM THE IUCN RED LIST. BUT IN REALITY, THOSE FIGURES DON'T ACCOUNT FOR THREATS TO SPECIES THAT HAVE NEVER BEEN STUDIED; NOR DO THEY ADDRESS THREATS TO HUMAN POPULATIONS THAT OCCUR WHEN SPECIES DISAPPEAR.MOTE RESEARCHERS PUT THE DEEPWATER HORIZON DISASTER UNDER THE MICROSCOPERESEARCHERS IN MOTE'S ENVIRONMENTAL LABORATORY OF FORENSICS HAVE BEEN STUDYING THE IMPACTS OF THE APRIL 2010 DEEPWATER HORIZON OIL SPILL SINCE IT OCCURRED. THROUGH THEIR ONGOING EFFORTS, THEY ARE WORKING TO UNCOVER ITS POSSIBLE LINGERING EFFECTS ON MARINE ECOSYSTEMS, AND IN THE PROCESS, DEVELOPING NEW LAB TESTS THAT COULD BENEFIT RESEARCH ON FISH HEALTH FOR YEARS TO COME. MOTE IS CARRYING OUT THIS WORK AS A PARTNER IN C-IMAGE (CENTER FOR INTEGRATED MODELING AND ANALYSIS OF THE GULF ECOSYSTEM), A 13-INSTITUTION TEAM BASED AT THE UNIVERSITY OF SOUTH FLORIDA (USF) COLLEGE OF MARINE SCIENCE THAT IS TACKLING DEEPWATER-HORIZON RESEARCH FROM MANY ANGLES. C-IMAGE, SUPPORTED BY THE GULF OF MEXICO RESEARCH INITIATIVE, WHICH IS FUNDED THROUGH PENALTIES LEVIED ON BP, IS STUDYING HOW THE OIL HAS MOVED, BROKEN DOWN, AND POTENTIALLY AFFECTED GULF ANIMALS AT ALL LEVELS OF THE FOOD WEB, FROM TINY PLANKTON TO FISH AND MARINE MAMMALS. MOTE SCIENTIST APPOINTED AS AQUACULTURE EXPERT FOR GLOBAL SUSTAINABLE SEAFOOD INITIATIVEMOTE SENIOR SCIENTIST DR. KEVAN MAIN WAS APPOINTED TO SERVE ON THE AQUACULTURE EXPERT WORKING GROUP FOR THE GLOBAL SUSTAINABLE SEAFOOD INITIATIVE IN APRIL. THIS GROUP, FUNDED BY THE GERMAN GOVERNMENT, EUROPEAN UNION AND SEAFOOD DISTRIBUTORS, IS EVALUATING SEAFOOD CERTIFICATION AND LABELING PROGRAMS FOR AQUACULTURE AND FISHERIES PRODUCTS TO PROMOTE THE SUPPLY OF SUSTAINABLE SEAFOOD FOR CONSUMERS. DR. MAIN HAS PIONEERED SUSTAINABLE AQUACULTURE AT MOTE SINCE 2001 AS MANAGER OF THE MARINE AND FRESHWATER AQUACULTURE RESEARCH PROGRAM AT MOTE AQUACULTURE PARK IN SARASOTA, FLA. NEW PRESIDENT & CEO TAKES HELM OF MOTE MARINE LABORATORY AND AQUARIUMDR. MICHAEL P. CROSBY OFFICIALLY ASSUMED THE LEADERSHIP OF MOTE MARINE LABORATORY AND AQUARIUM ON MAY 16, 2013, FOLLOWING THE NONPROFIT ORGANIZATION'S ANNUAL BOARD MEETING. HE IS TAKING THE ROLE OF PRESIDENT AND CEO FOLLOWING THE RETIREMENT OF DR. KUMAR MAHADEVAN, WHOSE NEW POSITION WILL BE PRESIDENT EMERITUS AS HE CONTINUES TO BE AN ADVOCATE AND AMBASSADOR OF THE ORGANIZATION, ASSISTING IN PROMOTING AND DEVELOPING SUPPORT FOR MOTE'S WORLD-CLASS RESEARCH AND EDUCATION PROGRAMS. DR. MAHADEVAN LED THE ORGANIZATION FOR 27 YEARS. 3332445 3533597 SEE SCHEDULE O:AQUARIUMTHE AQUARIUM AT MOTE MARINE LABORATORY IS THE MAIN VENUE THROUGH WHICH MOTE MARINE LABORATORY COMMUNICATES ITS CUTTING-EDGE RESEARCH FINDINGS. LOCATED ON MOTE MARINE LABORATORY'S MAIN CAMPUS IN SARASOTA, FLA, THE AQUARIUM HAS PLAYED A KEY ROLE IN MOTE'S OUTREACH EFFORTS SINCE 1980 BY PRESENTING EXHIBITS AND PROGRAMS THAT REFLECT ONGOING RESEARCH IN THE LABORATORY AND THAT STIMULATE CURIOSITY, DISCOVERY, EXPLORATION AND STEWARDSHIP OF AQUATIC ENVIRONMENTS.IN 2013, 345,034 GUESTS VISITED THE AQUARIUM, WITH OUR TRAVELING EXHIBIT (MOTE MOBILE) REACHING MORE THAN 300,000 PEOPLE THROUGHOUT FLORIDA.MOTE AQUARIUM DISPLAYS MORE THAN 100 MARINE SPECIES, INCLUDING SHARKS, FISH OF ALL SHAPES AND SIZES, MOLLUSKS, CRUSTACEANS AND MORE. AQUARIUM EXHIBITS RANGE FROM SMALL DISPLAYS TO LARGE EXHIBITS SUCH AS OUR 135,000-GALLON SHARK HABITAT. TOUCH POOLS ALLOW VISITORS TO SAFELY TOUCH SEA URCHINS, HORSESHOE CRABS, HERMIT CRABS, STINGRAYS AND OTHER SPECIES. GUESTS CAN ENJOY EDUCATIONAL AND INTERACTIVE EXHIBITS ENRICHED BY TRAINED VOLUNTEER DOCENTS THROUGHOUT THE AQUARIUM WHO ASSIST VISITORS AND ANSWER QUESTIONS. SPECIAL ATTRACTIONS INCLUDE NARRATED TRAINING SESSIONS WITH MOTE'S LARGE SHARKS, SEA TURTLES AND MANATEES AND A SEAHORSE CONSERVATION LABORATORY THAT BREEDS AND RAISES SEAHORSES THAT ARE DISPLAYED AT MOTE AND TOP ZOOS AND AQUARIUMS NATIONWIDE. MOTE'S ANN AND ALFRED GOLDSTEIN MARINE MAMMAL RESEARCH AND REHABILITATION CENTER ALLOWS VISITORS TO SEE RESIDENT MANATEES, SEA TURTLES AND DOLPHINS THAT CANNOT BE RETURNED TO THE WILD. THESE NON-RELEASABLE ANIMALS ACT AS AMBASSADORS FOR THEIR SPECIES AND HELP US TEACH THE PUBLIC ABOUT OUR ONGOING RESEARCH PROGRAMS WITH THESE SPECIES IN THE WILD. THESE RESIDENT ANIMALS ALSO PARTICIPATE IN RESEARCH PROGRAMS HERE AT THE AQUARIUM THAT ALLOW US TO LEARN MORE ABOUT THESE ANIMALS IN WAYS THAT ARE NOT POSSIBLE IN WILD SETTINGS. IN THIS FASHION, THE AQUARIUM STAFF ARE CREATING A GREATER UNDERSTANDING OF THE LEARNING ABILITIES AND BIOLOGY OF THESE SPECIES, INCLUDING HOW WELL THEY HEAR AND SEE, AND HOW THEY USE VARIOUS SENSES - INCLUDING TOUCH - TO NAVIGATE THEIR ENVIRONMENT. BEHIND THE SCENES, MOTE ALSO CARES FOR STRANDED, SICK OR INJURED DOLPHINS, WHALES AND SEA TURTLES WITH THE GOAL OF RETURNING THEM TO THE WILD. MOTE'S ANIMAL CARE STAFF SEEKS TO EXPAND KNOWLEDGE OF THE BASIC BIOLOGY, VETERINARY CARE AND DISEASE PROCESSES OF THESE ANIMALS. WHEN ANIMALS ARE SUCCESSFULLY RELEASED, EVERY EFFORT IS MADE TO DO FOLLOW-UP MONITORING OF THE SHORT- AND LONG-TERM MOVEMENTS OF THESE ANIMALS. MOTE'S DOLPHIN AND WHALE HOSPITAL HAS BEEN REHABILITATING DOLPHINS AND WHALES AT OUR SARASOTA, FLA.-BASED FACILITIES SINCE 1984. WE HAVE TREATED 70 DOLPHINS AND SMALL WHALES AND SUCCESSFULLY RELEASED 21 TO THE WILD. OUR GOAL IS TO PROVIDE THE MOST HUMANE TREATMENT POSSIBLE FOR LIVE-STRANDED DOLPHINS AND WHALES, WHILE ALSO CREATING A BETTER SCIENTIFIC UNDERSTANDING OF THESE ANIMALS AND THEIR NEEDS IN ORDER TO SUPPORT CONSERVATION OF THESE SPECIES IN THE WILD. MOTE HAS BEEN REHABILITATING SICK AND INJURED SEA TURTLES SINCE 1995. WE HAVE TREATED MORE THAN 450 SEA TURTLES OVER THAT PERIOD - INCLUDING SEA TURTLES SUFFERING FROM FIBROPAPILLOMA TUMORS. THESE TUMORS ARE BELIEVED TO BE CAUSED BY A VIRUS AND, BECAUSE THE TRANSMISSION MECHANISM FOR THIS DISEASE REMAIN UNKNOWN, THE FACILITIES WHERE THESE TURTLES ARE TREATED ARE SEPARATE FROM OUR OTHER TURTLE TREATMENT FACILITIES. MOTE IS ONE OF ONLY THREE FACILITIES IN FLORIDA THAT IS ABLE TO PROVIDE THIS SPECIALIZED CARE.ONE SEA TURTLE'S INCREDIBLE STORYON MEMORIAL DAY 2013, MOTE'S STRANDING INVESTIGATIONS PROGRAM RESCUED A NEARLY 300-POUND LOGGERHEAD SEA TURTLE NAMED MURPH. THIS TURTLE HAD BEEN TETHERED TO SOMETHING UNDERWATER FOR AT LEAST A WEEK BEFORE HE COULD BE RESCUED. UPON UNDERTAKING THE EFFORT TO SAVE THE ANIMAL, MOTE STAFF MEMBERS FOUND HE SUFFERED FROM A NUMBER OF FISHING GEAR-RELATED ENTANGLEMENTS, INCLUDING LINE THAT HAD WRAPPED AROUND HIS FLIPPERS AND CUT THROUGH TISSUE ALL THE WAY TO THE BONE.AFTER RESCUING THIS TURTLE, WHICH WAS NICKNAMED MURPH IN HONOR OF A NAVY LIEUTENANT KILLED IN BATTLE, THE TEAM BROUGHT HIM TO MOTE'S SEA TURTLE REHABILITATION HOSPITAL, A HOSPITAL CREATED TO HELP SAVE THREATENED AND ENDANGERED SEA TURTLES AND RETURN THEM TO THE WILD. THE HOSPITAL TYPICALLY TREATS HUNDREDS OF TURTLES A YEAR, PROVIDING MEDICAL CARE THAT ALLOWS THEM TO SURVIVE AND RETURN TO THE WILD. JUST BEFORE MURPH WAS RETURNED TO THE WILD IN OCTOBER 2013, HE WAS OUTFITTED WITH A SATELLITE TRANSMITTER THAT ALLOWED SCIENTISTS IN MOTE'S SEA TURTLE CONSERVATION AND RESEARCH PROGRAM TO FOLLOW HIS TRAVELS AT SEA. NOT ONLY DOES THE TAG HELP US EVALUATE HOW WELL AN INDIVIDUAL ANIMAL DOES AFTER RELEASE, IT ALSO ALLOWS US TO LEARN MORE ABOUT HOW THESE ANIMALS LIVE IN THE WILD.MOTE'S GOALS GO BEYOND JUST HELPING INDIVIDUAL ANIMALS. THE FACT THAT MOTE IS INVESTED IN RESCUING, PROVIDING CRITICAL REHABILITATIVE CARE AND DOING SCIENTIFIC RESEARCH, ALLOWS US THE UNIQUE ABILITY TO COMBINE INFORMATION FROM MULTIPLE SOURCES ABOUT THE LIVES AND DEATHS OF INDIVIDUAL ANIMALS LIKE MURPH AND APPLY IT TO HELP RESTORE AND PROTECT WHOLE POPULATIONS OF ENDANGERED AND THREATENED SPECIES. FEW ORGANIZATIONS NATIONWIDE CAN CLAIM SUCH A COMPREHENSIVE EFFORT FOR SEA TURTLES, LET ALONE THE NUMEROUS OTHER SPECIES THAT MOTE WORKS WITH. 982220 69850 668450 SEE SCHEDULE O:EDUCATIONMOTE MARINE LABORATORY'S COMMITMENT TO SUPPORTING A MORE OCEAN-LITERATE SOCIETY BEGINS WITH CHILDREN - BUT IT DOESN'T STOP THERE. IN ADDITION TO THE MANY PROGRAMS WE OFFER THAT ARE GEARED TOWARD THE YOUNG, WE ALSO OFFER PROGRAMS TO PROVIDE ADULTS WITH LIFE-LONG OPPORTUNITIES FOR PUBLIC ENGAGEMENT IN MARINE SCIENCE, LIKE AN ANNUAL SPECIAL LECTURE SERIES AND SCIENCE CAFES.MOTE'S ANNUAL SPECIAL LECTURE SERIES, GRACIOUSLY SPONSORED BY LOCAL PHILANTHROPISTS, SHOWCASES AN EXCITING SPEAKER LIST OF TOP SCIENTISTS AND EXPLORERS EACH YEAR THAT DRAWS THOUSANDS OF LOCAL RESIDENTS TO LEARN MORE ABOUT OCEAN-RELATED TOPICS.MOTE ALSO PRESENTS ON-SITE EXPERIENCES FOR STUDENTS THROUGH SCHOOL AND PUBLIC PROGRAMS, SUMMER CAMPS AND INTERNSHIP PROGRAMS INCLUDING THE NATIONAL SCIENCE FOUNDATION-FUNDED RESEARCH EXPERIENCES FOR UNDERGRADUATES, WHICH ALLOWS UNDERGRADUATE COLLEGE STUDENTS THE OPPORTUNITY TO UNDERTAKE SCIENTIFIC STUDIES UNDER THE DIRECT MENTORSHIP OF A PH.D.-LEVEL RESEARCHER. IN 2013, MOTE CELEBRATED ITS TENTH SUCCESSFUL YEAR OF HOSTING THIS NATIONAL SCIENCE FOUNDATION-FUNDED, WHICH IS DESIGNED TO ENCOURAGE STUDENTS INTERESTED IN STEM FIELDS. OVER 10-WEEKS, MOTE MENTORS HELP STUDENTS CHOOSE AND DEFINE THEIR RESEARCH PROJECTS AND GUIDE THEM AS THEY PERFORM EXPERIMENTS NEEDED TO COMPLETE THE PROJECT. IN 2013, MOTE ALSO WELCOMED THE FIRST GROUP OF STUDENTS FROM THE UNIVERSITY OF SOUTH FLORIDA SARASOTA-MANATEE CAMPUS TO THE NEWLY CREATED TEACHING LABS IN OUR ANN AND ALFRED GOLDSTEIN MARINE MAMMAL RESEARCH AND REHABILITATION BUILDING.THE LABS LEVERAGE THE STRENGTHS OF BOTH INSTITUTIONS IN A MARRIAGE OF ACADEMICS, RESEARCH AND BUSINESS. MOTE RESEARCHERS HOLD COURTESY FACULTY APPOINTMENTS AT USFSM, SHARING THEIR REAL-WORLD EXPERIENCE WITH STUDENTS, WHO WILL ONE DAY LEAD THE NEXT WAVE OF FLORIDA'S SCIENTISTS, ENGINEERS, TECHNICIANS AND BUSINESS VISIONARIES. THE LABS ARE THE SITE FOR ALL USFSM BIOLOGY AND CHEMISTRY CLASSES AND AN INQUIRY-BASED BACHELOR'S DEGREE PROGRAM IN BIOLOGY THAT WILL BEGIN IN 2014. IN ALL, OUR SCHOOL AND PUBLIC PROGRAMS REACHED 29,536 CHILDREN AND ADULTS THROUGH OUR SPECIAL PROGRAMMING, AND OUR MOTE MOBILE AND OTHER TRAVELING EXHIBITS REACHED MORE THAN A MILLION PEOPLE NATIONALLY AND INTERNATIONALLY. MOTE-SPONSORED EDUCATION PROGRAMS IN CHARLOTTE COUNTY REACHED MORE THAN 6,000 PARTICIPANTS AND MOTE HOSTED 30 HIGH SCHOOL INTERNS AND A RECORD 180 COLLEGE INTERNS.MOTE VOLUNTEERS ALSO PLAY A STRONG ROLE IN HELPING MOTE TO ACCOMPLISH ITS MISSION BY SHARING THEIR TIME AND EXPERTISE AS AQUARIUM DOCENTS, BEHIND-THE-SCENES CONTRIBUTORS AND EVEN LABORATORY RESEARCH ASSISTANTS. IN 2013, 1,685 VOLUNTEERS CONTRIBUTED 210,337 SERVICE HOURS TO MOTE, FOR A VALUE OF $4,743,099 MILLION. 3405362 151433 2316973 PROTECT OUR REEFSFLORIDA HAS THE ONLY BARRIER CORAL REEF SYSTEM IN THE CONTINENTAL U.S. IT'S LIKE HAVING THE GRAND CANYON UNDERWATER - A NATURAL TREASURE THAT TOOK MILLIONS OF YEARS TO CREATE AND DESERVES OUR PROTECTION. SADLY, CORALS ARE IN DECLINE WORLDWIDE. RESEARCH IS HELPING TO UNDERSTAND WHY AND WHAT TO DO ABOUT IT. EDUCATION AND CONSERVATION EFFORTS CAN HELP REDUCE HUMAN IMPACT ON THESE PRECIOUS RESOURCES. TO HELP SUPPORT MARINE RESEARCH, CONSERVATION AND EDUCATION EFFORTS DESIGNED AT SAVING FLORIDA'S REEF, MOTE MARINE LABORATORY SPONSORED THE CREATION OF THE PROTECT OUR REEFS SPECIALTY LICENSE PLATE IN FLORIDA. THE PLATE WAS APPROVED BY THE FLORIDA LEGISLATURE IN JULY 2003. MOTE ADMINISTERS THESE FUNDS.FOR EACH REEF PLATE PURCHASED BY A FLORIDA-LICENSED DRIVER, $25 IS USED TO SUPPORT CORAL REEF RESEARCH, CONSERVATION AND OUTREACH PROGRAMS, INCLUDING A SPECIAL PROTECT OUR REEFS GRANTS PROGRAM. IN ADDITION TO SUPPORTING MOTE RESEARCH PROGRAMS, THIS PROGRAM ALLOWS OTHER FLORIDA-BASED ORGANIZATIONS TO APPLY FOR FUNDS FOR STUDIES THAT ARE DESIGNED TO HELP UNDERSTAND THE ISSUES OUR REEFS ARE FACING AND INVESTIGATE WAYS TO IMPROVE REEF HEALTH. 37.5% OF REVENUES SUPPORTS GRANTS AND AN ADDITIONAL 37.5% OF REVENUES SUPPORTS MOTE CORAL REEF RESEARCH. IN 2013, MOTE AWARDED $356,500 IN GRANTS FOR CORAL REEF RESEARCH, CONSERVATION AND OUTREACH. THESE STUDIES ARE HELPING SOCIETY GAIN A MORE COMPREHENSIVE PICTURE OF WHY CORALS ARE IN DECLINE AND THE FACTORS THAT KEEP CORAL HEALTHY. THE OUTREACH PROGRAMS HELP FLORIDA RESIDENTS AND TOURISTS BETTER UNDERSTAND CORAL ECOSYSTEMS AND HOW HUMAN ACTIVITY AFFECTS THEM AND HOW THEY CAN PROACTIVELY ASSIST IN PROTECTING AND RESTORING CORAL REEFS.FLORIDA DRIVERS WHO PURCHASE THE STATE'S PROTECT OUR REEFS SPECIALTY LICENSE PLATE ARE SUPPORTING PROGRAMS LIKE THIS THAT HELP US ATTACK CORAL REEF PROBLEMS ON A NUMBER OF FRONTS.AQUACULTURE PARKMOTE AQUACULTURE PARK FACILITY OPERATIONSMOTE HAS 200 ACRES THAT HAS BEEN DEVELOPED INTO A STATE-OF-THE-ART AQUACULTURE FACILITY SUPPORTING THE CONSERVATION OF THE WORLD'S FISHERY STOCKS AND THE SUSTAINABLE PRODUCTION OF SEAFOOD. THE PARK INCLUDES MORE THAN 125,000 SQUARE FEET OF FACILITIES UNDER ROOF WHERE MOTE'S COMMERCIAL STURGEON DEMONSTRATION PROGRAM AND ITS MARINE AND FRESHWATER AQUACULTURE RESEARCH PROGRAM ARE HOUSED. EFFORTS AT THE FACILITY INCLUDE THE STUDY OF THE GROWTH OF SALTWATER SPECIES FOR RESTOCKING PROGRAMS - PARTICULARLY COMMON SNOOK, POMPANO, COBIA AND OTHER SPECIES - AND THE GROWTH OF FRESHWATER SIBERIAN STURGEON FOR MEAT AND CAVIAR PRODUCTION. IN 2006, MOTE BECAME THE FIRST ORGANIZATION IN FLORIDA TO PRODUCE CAVIAR - DEMONSTRATING THAT LARGE-SCALE AQUACULTURE PRODUCTION THAT RELIES ON WATER RECIRCULATING TECHNOLOGIES WAS FEASIBLE IN THE STATE.THE AQUACULTURE PARK TESTS EVERYTHING FROM WATER RE-USE TECHNOLOGIES TO VARIOUS WAYS TO INCORPORATE NEW SPECIES INTO ITS PRODUCTION PROCESS. RESEARCH IS BEING UNDERTAKEN TO USE FISH WASTE AND FRESH WATER WASTEWATER IN THE PRODUCTION OF PLANT SPECIES FOR LATER USE IN WETLAND AND COASTAL RESTORATION PROGRAMS.MEMBERSHIPIN 2013 MOTE MARINE LABORATORY AND AQUARIUM WAS FORTUNATE TO CONTINUE AND STRENGTHEN OUR 7,900 (HOUSEHOLDS) MEMBERSHIP PROGRAM. MEMBERSHIP DUES PROVIDE UNRESTRICTED FUNDS THAT ARE PUT TO WHERE THE NEED IS GREATEST ANNUALLY. INDIVIDUAL MEMBERSHIP LEVELS BEGIN AT $65 AND RISE TO $1,000. MEMBERSHIP BENEFITS INCLUDE UNRESTRICTED VISITS TO THE AQUARIUM AT MOTE MARINE LABORATORY WITH THE NUMBER OF GUESTS ALLOWED BASED ON INDIVIDUAL MEMBERSHIP LEVELS; DISCOUNTS IN THE AQUARIUM SHOPS; DISCOUNTS ON EDUCATION PROGRAMS AND CAMPS; FREE AND DISCOUNTED ADMISSIONS TO MORE THAN 100 ZOOS AND AQUARIUMS ACROSS THE UNITED STATES AND MUCH MORE. FOR A COMPLETE LIST OF MEMBERSHIP LEVELS, BENEFITS AND OPPORTUNITIES PLEASE VISIT OUR WEBSITE AT WWW.MOTE.ORG/MEMBERSHIP 3405362 151433 2316973 16787202 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 1 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 1 112 0 1 220 1 0 0 0 0 0 1 1 0 0 0 1 0 X 28 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X DENA SMITH MOTE MARINE LABORATORY 9413884441 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 ALAN ROSE TRUSTEE 5.00 X 0 0 0 ARTHUR ARMITAGE CHAIRMAN EMERITUS 5.00 X 0 0 0 EDWARD H JENNINGS TRUSTEE 5.00 X 0 0 0 EUGENIE CLARK PHD TRUSTEE 5.00 X 0 0 0 FREDERICK M DERR PE CHAIRMAN EMERITUS 5.00 X 0 0 0 PAUL CARREIRO TRUSTEE 5.00 X 0 0 0 HOWARD SEIDER JR MD TRUSTEE 5.00 X 0 0 0 JAMES D ERICSON TRUSTEE 5.00 X 0 0 0 DEAN EISNER TRUSTEE 5.00 X 0 0 0 JUDY GRAHAM CHAIRMAN EMERITUS 5.00 X 0 0 0 MARY LOU JOHNSON TRUSTEE 5.00 X 0 0 0 NIGEL MOULD TRUSTEE 5.00 X 0 0 0 PENELOPE KINGMAN TRUSTEE 5.00 X 0 0 0 RICHARD O DONEGAN TRUSTEE 5.00 X 0 0 0 ROBERT ESSNER TRUSTEE 5.00 X 0 0 0 RONALD A JOHNSON TRUSTEE 5.00 X 0 0 0 RONALD CIARAVELLA TRUSTEE 5.00 X 0 0 0 SUSAN C GILMORE TRUSTEE 5.00 X 0 0 0 SYLVIA EARLE PHD TRUSTEE 5.00 X 0 0 0 KIRK MALCOLM TRUSTEE 5.00 X 0 0 0 ROBERT CARTER CHAIRMAN EMERITUS 5.00 X 0 0 0 JEANIE STEVENSON TREASURER 5.00 X 0 0 0 GENE BECKSTEIN CHAIRMAN 5.00 X X 0 0 0 G LOWE MORRISON VICE CHAIRMAN 5.00 X X 0 0 0 LT GEN HOWARD G CROWELL JR TREASURER 5.00 X X 0 0 0 MICKEY CALLANEN SECRETARY 5.00 X X 0 0 0 KUMAR MAHADEVAN PH D PRESIDENT 1/1/13 - 05/16/13 40.00 X X 224517 0 35231 MICHAEL P CROSBY PHD PRESIDENT/CEO 5/16/13 - PRESENT 40.00 X X 217811 0 25274 DENA J SMITH CFO & VP, ADMINISTRATION 40.00 X 110534 0 17443 DAVID VAUGHAN PHD SR SCIENTIST 40.00 X 131067 0 18573 JOHN REYNOLDS III PHD SR SCIENTIST 40.00 X 127530 0 27300 KENNETH LEBER PHD SR SCIENTIST 40.00 X 121874 0 19725 ROBERT HUETER PHD SR SCIENTIST 40.00 X 124906 0 28302 THOMAS WATERS CHIEF ADVANCEMENT OFFICER 40.00 X 138418 0 13140 1196657 0 184988 15 0 1 0 SARASOTA BAY EXPLORERS 1923 LINCOLN DRIVE SARASOTA FL 34236 ECO-TOURISM BOAT TOURS 585205 MANCINI DINERS 4411 BEAUCHAMP COURT SARASOTA FL 34243 DINER AT MOTE AQUARIUM 363491 THE ONE TO ONE GROUP 7324 DELAINEY COURT SARASOTA FL 34240 MARKETING SERVICES 176087 JANI-KING OF TAMPA BAY 118 COLLEGE DRIVE HATTIESBURG MS 39406 JANITORIAL SERVICE 133687 CHANGING OUR WORLD 220 EAST 42ND STREET NEW YORK NY 10014 CAMPAIGN CONSULTANT 106946 5 138015 1800701 2278288 222725 4217004 RESEARCH 541700 8395217 8395217 AQUARIUM 713990 3533597 3533597 PROTECT OUR REEFS - LICENSE PLATE 900099 943901 943901 MEMBERSHIPS 900099 901028 901028 EDUCATION AND DISTANCE LEARNING 611710 668450 668450 472044 472044 14914237 42874 42874 921386 158191 938292 147443 -16906 10748 -6158 -6158 91683 138015 139517 -47834 -47834 1117433 580622 536811 536811 BP SETTLEMENT 900099 1625960 1625960 1625960 21282894 14914237 0 2151653 151433 151433 145950 145950 688710 385109 261239 42362 8286343 6580536 1164231 541576 415711 356689 21963 37059 631414 495094 84882 51438 556224 428292 83434 44498 15728 14001 119 1608 39750 39750 133687 133687 1168163 919472 106269 142422 272462 229665 2998 39799 716253 500828 102867 112558 726799 482586 239889 4324 558270 537262 5927 15081 163009 155612 1253 6144 216934 158605 58329 2370001 749502 1620499 524694 253040 260933 10721 EQUIPMENT RENTAL & MAIN 1191296 806685 377815 6796 SUPPLIES 642100 636290 5654 156 INTERNAL RENTALS 0 239403 -248373 8970 OVERHEAD ALLOCATION 0 2416270 -2416270 250528 144878 48596 57054 19865459 16787202 1822004 1256253 509664 1482022 2084095 2553714 1479198 1626461 220415 182840 103854 162290 57347285 33592368 25501156 23754917 1708794 1283069 15380310 17639787 46987486 48685100 1542496 1292424 3898634 4457284 9926150 8387331 15367280 14137039 X 16908947 17649301 5970841 7341290 8740418 9557470 31620206 34548061 46987486 48685100 X 1417435 1649 1508771 X X 0 1 X 1 1 1 X 2362824 2613531 2729063 3007908 4217004 14930330 2362824 2613531 2729063 3007908 4217004 14930330 1657249 13273081 24647 19662 24641 38376 42874 150200 15080530 79193513 0.88010 0.79800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133687 133687 19731772 19865459 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 105447 109422 110967 133687 459523 250000 250000 250000 250000 1000000 1500000 615933 -4109 6216 618040 614327 6395 4789 615933 614696 5879 6248 614327 613070 10630 9004 614696 610362 5794 3086 613070 0.99030 0.00970 0 0 7498190 7498190 34501640 19877623 14624017 13054455 11848396 1206059 2293000 1866349 426651 23754917 BENEFICIAL INTEREST IN MOTE MARINE FOUNDATION, INC. 15694854 DUE FROM MOTE MARINE FOUNDATION 8964 DONATED ASSETS HELD FOR SALE 88650 DUE FROM MESI 1703340 PATENTS 87279 BENEFICIAL INTEREST IN LIFE ESTATE 56700 17639787 X 23539569 1649 26118 1508769 1536536 22003033 -720139 -720139 21282894 20611714 26118 720139 746257 19865457 2 2 19865459 PART V, LINE 4: ALL ENDOWMENT FUNDS ARE HELD IN PERPETUITY WITH THE INCOME USED AS FOLLOWS 1-THE CULTURAL ENDOWMENT FUND INCOME IS USED TO SUPPORT OPERATIONS FOR THE AQUARIUM 2- THE KEYS ADVISORY BOARD ENDOWMENT FUND INCOME IS USED TO SUPPORT PROGRAM ACTIVITIES AT THE KEYS FACILITY. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE LABORATORY HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE LABORATORY. PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY EARNINGS IN SUBSIDIARY INCOME -425,725. CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 1,934,494. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES INCLUDED IN PART VIII FORM 990 -580,622. SPECIAL EVENTS EXPENSES INCLUDED IN PART VIII FORM 990 -139,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES INCLUDED IN PART VIII FORM 990 580,622. SPECIAL EVENTS EXPENSES INCLUDED IN PART VIII FORM 990 139,517. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. OCEANIC EVENING 142450 91650 50800 79077 17955 PARTY ON THE PASS 56990 39890 17100 10688 15667 1 30258 6475 23783 110 16020 229698 138015 91683 89875 49642 139517 -47834 1 SMITHSONIAN INSTITUTION PO BOX 37012 MRC 1205 WASHINGTON DC 20013 530206027 501(C)(3) 34657 PROTECT OUR REEFS GRANT UNIVERSITY OF FLORIDA PO BOX 103610 GAINESVILLE FL 32610 596002052 THE STATE OF FLORIDA 24537 PROTECT OUR REEFS GRANT UNIVERSITY OF MIAMI 4600 RICKENBACKER CAUSEWAY MIAMI FL 33149 590624458 501(C)(3) 28950 PROTECT OUR REEFS GRANT MARINE RESOURCES DEVELOPMENT PO BOX 787 KEY LARGO FL 33037 670258256 501(C)(3) 5225 PROTECT OUR REEFS GRANT NOVA UNIVERSITY 3301 COLLEGE AVENUE FT LAUDERDALE FL 33314 591083502 501(C)(3) 2906 PROTECT OUR REEFS GRANT UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 THE STATE OF FLORIDA 23236 PROTECT OUR REEFS GRANT FLORIDA INSTITUTE OF TECHNOLOGY 150 W UNIVERSITY BLVD MELBOURNE FL 32901 596046500 501(C)(3) 18000 PROTECT OUR REEFS GRANT REEF PO BOX 246 KEY LARGO FL 33037 650270064 501(C)(3) 6422 PROTECT OUR REEFS GRANT ECKERD COLLEGE 4200 54TH AVENUE SOUTH ST PETERSBURG FL 33711 590859121 501(C)(3) 7500 PROTECT OUR REEFS GARNT 9 0 SCHOLARSHIPS 49 69850 STIPENDS 19 76100 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. X X X X X 0 0 0 0 0 0 0 0 0 KUMAR MAHADEVAN PH D PRESIDENT 1/1/13 - 05/16/13 221946 0 0 0 2571 0 23000 0 12231 0 259748 0 0 0 MICHAEL P CROSBY PHD PRESIDENT/CEO 5/16/13 - PRESENT 217811 0 0 0 0 0 12110 0 13164 0 243085 0 0 0 JOHN REYNOLDS III PHD SR SCIENTIST 127530 0 0 0 0 0 15098 0 12202 0 154830 0 0 0 ROBERT HUETER PHD SR SCIENTIST 124906 0 0 0 0 0 14900 0 13402 0 153208 0 0 0 THOMAS WATERS CHIEF ADVANCEMENT OFFICER 138418 0 0 0 0 0 7385 0 5755 0 151558 0 0 0 X 2 18517 FAIR MARKET VALUE X 14 78150 FAIR MARKET VALUE X 1 7759 FAIR MARKET VALUE X EQUIPMENT 8 118299 FAIR MARKET VALUE 0 1 0 FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS WORKED IN MANY PROGRAM AREAS INCLUDING IN THE AQUARIUM, ANIMAL CARE, THE SEA TURTLE PROGRAM, HIGH SCHOOL AND COLLEGE INTERNS, ADVISORY BOARD, BOARD OF TRUSTEES, COMMUNITY SERVICE AND RESEARCH. FORM 990, PART III, LINE 4A AS NEW PRESIDENT AND CEO, DR. CROSBY WILL OVERSEE THE LAB'S GROUNDBREAKING RESEARCH PROGRAMS THAT TAKE PLACE IN SOUTHWEST FLORIDA AND AROUND THE WORLD, ALONG WITH THE ORGANIZATION'S EFFORTS TO EDUCATE AND INFORM THE PUBLIC AND POLICY MAKERS ABOUT THE MARINE ENVIRONMENT. JAPANESE-LED PROJECT SUSTAINING MARINE ENVIRONMENT GAINS SUPPORT AT MOTE FORUM INTERNATIONAL SCIENTISTS, FISHERIES REPRESENTATIVES AND NEARLY 100 MEMBERS OF THE LOCAL COMMUNITY GATHERED IN MAY AT MOTE MARINE LABORATORY FOR A PUBLIC FORUM FOCUSED ON HOW COMMUNITIES AROUND THE WORLD ARE MAKING SCIENCE-BASED CONSERVATION HAPPEN - AND THEIR DISCUSSION BROUGHT A NEW NOTION TO TOWN: "SATO-UMI." SATO-UMI - A CONCEPT THAT ORIGINATED IN JAPAN AND IS GAINING GROUND AROUND THE WORLD - IS THE HARMONY BETWEEN HUMAN COMMUNITIES AND THE PRODUCTIVITY AND BIODIVERSITY OF MARINE ECOSYSTEMS. THE IDEA OFFERS MAJOR BENEFITS FOR SARASOTA BAY, FROM RESTORING DEPLETED SCALLOP POPULATIONS TO ENHANCING HISTORIC FISHERIES OF CORTEZ, FORUM LEADERS SAID. THE FORUM WAS CONDUCTED AS PART OF A GLOBAL STUDY OF SCIENCE AND SOCIETY LED BY JAPAN'S RESEARCH INSTITUTE FOR HUMANITY AND NATURE (RIHN) TITLED "FORMATION OF LOCAL ENVIRONMENTAL KNOWLEDGE SYSTEMS FOR CREATION AND SUSTAINABLE GOVERNANCE OF NEW COMMONS." THE STUDY EXAMINES HOW GRASSROOTS GROUPS, RESEARCHERS WORKING IN THE SAME AREA, POLICYMAKERS AND OTHERS CAN BLEND TRADITIONAL AND SCIENTIFIC KNOWLEDGE AND TECHNIQUES TO RESTORE, CONSERVE AND SUSTAINABLY USE NATURAL RESOURCES. MOTE DECLARED CULTURAL ORGANIZATION OF THE YEAR BY SARASOTA CHAMBER MOTE MARINE LABORATORY WAS DECLARED CULTURAL ORGANIZATION OF THE YEAR BY THE GREATER SARASOTA CHAMBER OF COMMERCE DURING THE 23RD ANNUAL FRANK G. BERLIN, SR. SMALL BUSINESS AWARDS, WHICH DREW 500 BUSINESS AND COMMUNITY LEADERS TO CELEBRATE SMALL BUSINESS AND HONOR WINNERS IN SEVEN CATEGORIES. COMBAT WOUNDED & INJURED VETERANS, SCUBANAUTS TEAM UP TO HELP MOTE MARINE LABORATORY RESTORE LIFE TO FLORIDA'S REEF FLORIDA'S CORAL REEF GOT A BOOST IN JULY WHEN VOLUNTEERS FROM THE COMBAT WOUNDED VETERAN CHALLENGE AND SCUBANAUTS INTERNATIONAL ST. PETERSBURG AND TARPON SPRINGS CHAPTERS JOINED SCIENTISTS FROM MOTE MARINE LABORATORY AT WORK IN MOTE'S CORAL REEF NURSERY IN THE FLORIDA KEYS IN A STORY THAT RECEIVED NATIONAL TELEVISION COVERAGE ON THE NBC NIGHTLY NEWS AND THE TODAY SHOW. MORE THAN SIX YEARS AGO, MOTE ESTABLISHED AN UNDERWATER CORAL NURSERY WHERE SCIENTISTS GROW FRAGMENTS OF CORAL - PARTICULARLY THE THREATENED STAGHORN CORAL (ACROPORA CERVICORNIS) - FOR REPLANTING ON DECIMATED OR DAMAGED SECTIONS OF REEF WITHIN THE FLORIDA KEYS NATIONAL MARINE SANCTUARY. BY THE END OF THE TWO-DAY MISSION, THE SCUBANAUTS AND VETERANS HELPED TO PRODUCE SOME 2,000 CORAL FRAGMENTS, BRINGING THE NUMBER OF STAGHORN CORALS GROWING IN MOTE'S NURSERY TO ABOUT 10,000. MOTE COLLABORATIVE STUDY REVEALS MIGRATION OF EARTH'S BIGGEST FISH THE LARGEST-EVER SCIENTIFIC STUDY OF WHALE SHARKS - THE WORLD'S BIGGEST FISH - WAS PUBLISHED IN THE JOURNAL PLOS ONE BY MOTE SICENTISTS AND COLLABORATORS FROM MEXICO. THE NINE-YEAR STUDY REVEALS THE SHARKS' INTERNATIONAL JOURNEYS AND THEIR RELATIONSHIP TO THE LARGEST WHALE SHARK FEEDING HOTSPOT KNOWN TO SCIENCE. MOTE CELEBRATES 10TH SUCCESSFUL YEAR OF NSF-FUNDED INTERN PROGRAM IN 2013, MOTE CELEBRATED ITS TENTH SUCCESSFUL YEAR OF HOSTING THE NATIONAL SCIENCE FOUNDATION-FUNDED PROGRAM "RESEARCH EXPERIENCES FOR UNDERGRADUATES." THIS PROGRAM IS DESIGNED TO GIVE UNDERGRADUATE STUDENTS HANDS-ON EXPERIENCE IN DEVELOPING AND IMPLEMENTING A RESEARCH PROJECT THAT THEY CREATE. THE PROGRAM'S OVERALL GOAL IS TO INCREASE THE NUMBER OF PROFESSIONALS WORKING IN STEM - SCIENCE, TECHNOLOGY, ENGINEERING AND MATH - FIELDS NATIONWIDE. MOTE WELCOMES USFSM STUDENTS TO CAMPUS MOTE WELCOMED THE FIRST GROUP OF STUDENTS FROM THE UNIVERSITY OF SOUTH FLORIDA SARASOTA-MANATEE CAMPUS TO THE NEWLY CREATED TEACHING LABS IN OUR ANN AND ALFRED GOLDSTEIN MARINE MAMMAL RESEARCH AND REHABILITATION BUILDING THIS FALL. THE LABS LEVERAGE THE STRENGTHS OF BOTH INSTITUTIONS IN A MARRIAGE OF ACADEMICS, RESEARCH AND BUSINESS. MOTE RESEARCHERS HOLD COURTESY FACULTY APPOINTMENTS AT USFSM, SHARING THEIR REAL-WORLD EXPERIENCE WITH STUDENTS, WHO WILL ONE DAY LEAD THE NEXT WAVE OF FLORIDA'S SCIENTISTS, ENGINEERS, TECHNICIANS AND BUSINESS VISIONARIES. THE LABS ARE THE SITE FOR ALL USFSM BIOLOGY AND CHEMISTRY CLASSES AND AN INQUIRY-BASED BACHELOR'S DEGREE PROGRAM IN BIOLOGY THAT WILL BEGIN IN 2014. MOTE CO-HOSTS NATIONAL SYMPOSIUM ON HARMFUL ALGAE IN SARASOTA IN OCTOBER, 215 RESEARCHERS FROM 31 STATES CONVENED IN SARASOTA FOR THE 7TH SYMPOSIUM ON HARMFUL ALGAE IN THE U.S., CO-HOSTED BY MOTE MARINE LABORATORY AND THE FLORIDA FISH AND WILDLIFE CONSERVATION COMMISSION (FWC). THIS IMPORTANT NATIONAL CONFERENCE WAS A CRITICAL VENUE FOR SCIENTISTS, RESOURCE MANAGERS AND PUBLIC HEALTH EXPERTS TO COME TOGETHER TO SHARE THEIR LATEST RESULTS ACROSS RESEARCH SPECIALTIES, EXPLORE TRENDS AND IDENTIFY NEW AREAS OF RESEARCH NEEDS. DR. BARBARA KIRKPATRICK, MANAGER OF MOTE'S ENVIRONMENTAL HEALTH PROGRAM CHAIRED THE SYMPOSIUM WITH LEANNE FLEWELLING, RESEARCH ADMINISTRATOR AT FWC. THE SYMPOSIUM WAS A CROSS-DISCIPLINARY MEETING THAT ENCOURAGED THE EXCHANGE OF IDEAS ACROSS SPECIALTY AND ADDRESSED KEY AREAS RELATED TO HARMFUL ALGAL BLOOMS, INCLUDING: -BLOOM ECOLOGY AND TOXICITY -PREVENTION, CONTROL AND MITIGATION -MONITORING AND MANAGEMENT -FORECASTING -IMPACTS ON HUMANS, INCLUDING HEALTH AND FISHERIES MOTE-ISRAELI WORKSHOP ADVANCES STUDY OF OCEAN ACIDIFICATION, CLIMATE CHANGE AND CORAL REEFS RESEARCH ON OCEAN ACIDIFICATION AND CLIMATE CHANGE - MAJOR THREATS TO CORAL REEFS - TOOK A LEAP FORWARD DURING AN INTERNATIONAL WORKSHOP IN ISRAEL, WHERE SCIENTISTS AND STUDENTS FROM SIX NATIONS EXCHANGED KNOWLEDGE AND PARTNERED FOR A MARATHON OF INTENSIVE, NOVEL STUDIES. THE 1ST INTERNATIONAL WORKSHOP ON IMPACTS OF OCEAN ACIDIFICATION AND CLIMATE CHANGE ON CORALS AND CORAL REEFS WAS CO-HOSTED BY MOTE MARINE LABORATORY AND THE INTERUNIVERSITY INSTITUTE FOR MARINE SCIENCES (IUI) IN EILAT, ISRAEL, TOOK PLACE IN EILAT. THE EVENT BROUGHT TOGETHER PARTICIPANTS FROM THE GERMANY, ISRAEL, ITALY, THE NETHERLANDS, THE U.K. AND THE U.S. PARTICIPANTS CONDUCTED LAB AND FIELD EXPERIMENTS WITH CORALS AND ASSOCIATED LIFE FORMS FROM THE RED SEA TO STUDY HOW OCEAN ACIDIFICATION AND CLIMATE CHANGE MIGHT AFFECT CORALS AND CORAL REEF COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 1 THE PRESIDENT/CEO IS A VOTING BOARD MEMBER. WHEN ISSUES ARISE THAT MAY CAUSE A CONFLICT OF INTEREST, HE RECUSES HIMSELF. ADDITIONALLY, THE PREVIOUS PRESIDENT WAS ALSO A VOTING BOARD MEMBER UNTIL HIS RETIREMENT 5/16/13. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH INFORMATION FROM THE ANNUAL AUDIT AND SENIOR MANAGEMENT. THE FINAL FORM 990 IS REVIEWED BY THE CEO AND CFO. PRIOR TO FILING, FORM 990 IS SIGNED BY THE CEO AND PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT IS DISTRIBUTED AT THE ANNUAL BOARD MEETING OR OTHER TIMES AS NEEDED. ALL SIGNED DISCLOSURES ARE COLLECTED WITH A FOLLOW UP UNTIL RETURNED. THEY ARE REVIEWED BY THE PRESIDENT OR CFO AND BROUGHT TO THE AUDIT COMMITTEE IF NEEDED FOR DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY THE CEO EVALUATION/COMPENSATION COMMITTEE. THE COMMITTEE BASES THEIR DECISION ON COMPENSATION DATA FROM COMPARABLE INSTITUTIONS AND A COMPREHENSIVE WRITTEN SUMMARY OF ACTIVITIES BY THE CEO. THE COMPENSATION FOR THE CFO IS DETERMINED BY THE CEO AFTER A BOARD APPROVED BUDGET RATE OF INCREASE. ALL DELIBERATION AND DECISIONS ARE CONTEMPORANEOUSLY SUBSTANTIATED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS INCLUDING THE ARTICLES OF INCORPORATION AND BY-LAWS, THE CONFLICT OF INTEREST POLICY, THE FORM 990 AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENT IS ALSO AVAILABLE ON WWW.MOTE.ORG FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 1,934,494. EQUITY EARNINGS IN SUBSIDARY INCOME -425,725. ROUNDING 2. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE IN THE AUDIT REVIEW PROCESS FROM THE PRIOR YEAR. MOTE MARINE FOUNDATION INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 592226800 PROVIDES FUNDS TO SUPPORT MOTE MARINE LABORATORY FL 501(C)(3) LINE 11A, I 0 MOTE ENVIRONMENTAL SERVICES INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 591930307 MARINE AND ENVIRONMENTAL RESEARCH FL C -425725 1283069 0.73310 0 MOTE AQUACULTURE INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 650628959 MARINE AND ENVIRONMENTAL RESEARCH FL C 1.00000 0 0 0 1 1 1 0 0 0 0 1 0 1 1 1 1 0 1 0 1