2013-11-15T10:31:05-06:00 2012-12-31 010219197 HORTON MCFARLAND & VEYSEY LLC PO BOX 543 ELLSWORTH ME 04605 990 2012-01-01 010202467 MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUN 2072883605 PO BOX 35 SALISBURY COVE ME 046720035 MR SPENCER ERVIN 2072883605 2013-11-15 1 JAMES E MCFARLAND P00133990 2076675529 2013-11-12 2012 2016-02-25 16:41:14Z JAMES BOYER PO BOX 35 SALISBURY COVE ME 046750035 11442681 0 X WWW.MDIBL.ORG X 1898 ME TO DEVELOP SOLUTIONS TO COMPLEX HUMAN & ENVIRONMENTAL HEALTH PROBLEMS THROUGH RESEARCH & EDUCATION. 20 20 73 134 0 0 11831125 9906204 1204364 1359533 170259 152774 4170 -11460 13209918 11407051 0 0 0 0 3510946 3403350 0 0 358835 6675483 6397295 10186429 9800645 3023489 1606406 26326891 27641725 5840193 5510806 20486698 22130919 MDIBL IS A GLOBAL LEADER IN BIOMEDICAL AND ENVIRONMENTAL RESEARCH AND EDUCATION, TRANSLATING OUR DISCOVERIES FOR THE BENEFIT OF SOCIETY. 0 0 7799285 1359533 BY CONDUCTING CUTTING EDGE RESEARCH AND DEVELOPING STRATEGIC PARTNERSHIPS WITH INDUSTRY, ACADEMIA AND GOVERNMENT AGENCIES, OUR SCIENTISTS SOLVE COMPLEX SCIENTIFIC PROBLEMS IN THE MOST EFFICIENT MANNER. OUR CORE VALUES OF INTEGRITY, COLLABORATION, AND RIGOR ALLOW SCIENTISTS, STAFF AND STUDENTS FROM A VARIETY OF DISCIPLINES TO EXCHANGE IDEAS AND ADDRESS BIOMEDICAL AND ENVIRONMENTAL PROBLEMS IN INNOVATIVE AND ENTREPENURIAL WAYS. OUR UNIQUE INTELLECTUAL CULTURE IS ROOTED IN THE POWER OF SCIENTIFIC INQUIRY AND THE RECOGNITION THAT ALL LIFE IS INTERRELATED, CREATING A POWERFUL NEXUS FOR DISCOVERY AND FOR IMPROVING HUMAN HEALTH AND ENVIRONMENTAL SUSTAINABILITY. 7799285 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 149 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 1 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 ME X X X CLAUDINE D LURVEY 2072889880 OLD BAR HARBOR ROAD SALISBURY COVE ME 04672 DR EDWARD J BENZ 2.00 X X 0 0 0 DR JAMES L BOYER 2.00 X X 0 0 0 MR TERENCE BOYLAN 1.00 X 0 0 0 DR JAMES B CLAIBORNE 1.00 X 0 0 0 MR SPENCER ERVIN 1.00 X 0 0 0 DR THOMAS CECH 1.00 X 0 0 0 DR BRUCE A STANTON 1.00 X 0 0 0 DR MARGARET A MYERS 1.00 X 0 0 0 DR PETER ALLEN 1.00 X 0 0 0 MRSCLARE STONE 1.00 X 0 0 0 MS PHOEBE C BOYER 1.00 X 0 0 0 MR ALAN B MILLER 2.00 X X 0 0 0 MR FRANK L HOHMANN III 1.00 X 0 0 0 MR MAX J BRENNINKMEYER 1.00 X 0 0 0 MR I WISTAR MORRIS III 2.00 X X 0 0 0 MR JOHN A HAYS 1.00 X 0 0 0 MS RUTH CSERR 1.00 X 0 0 0 DR THOMAS A BOYD 1.00 X 0 0 0 DR LEWIS B KINTER 1.00 X 0 0 0 MRS ANNE H LEHMANN 1.00 X 0 0 0 DR KEVIN STRANGE 40.00 X 220752 0 21464 DR PATRICIA HAND 40.00 X 146392 0 22854 367144 0 44318 2 0 1 0 NICKERSON & O'DAY INC PO BOX 911 BANGOR ME 04402 GENERAL CONTRACTOR 961974 1 2635 3500 7295185 2604884 1010567 9906204 CONFER & COURSE FEES 611710 364597 364597 LABORATORY FEES 541700 339406 339406 HOUSING FEES 611710 303752 303752 DINING HALL FEES 611710 176617 176617 EQUIPMENT & OTHER FEES 611710 158635 158635 16526 16526 1359533 149674 149674 3100 0 3100 3100 3100 18440 3500 35152 -16712 -16712 5730 478 5252 5252 11407051 1362633 0 138214 2749021 1907419 699949 141653 145460 100620 40431 4409 302113 213361 74759 13993 206756 143445 51286 12025 7522 7522 20875 20875 3725 3725 16621 16621 47883 53 47830 504766 433968 67984 2814 105296 62472 32113 10711 273392 205044 68348 1144245 915396 171637 57212 97176 21176 76000 SUBAWARDS 2072705 2072705 SUPPLIES 686290 644585 33512 8193 CONSULTANTS 329908 263835 64323 1750 EDUCATIONAL COURSES COS 319563 319563 767328 495643 165610 106075 9800645 7799285 1642525 358835 880320 922265 7397411 7605090 1196228 753238 256728 42151 12408 11643 27876 31950 23904826 9116165 13975823 14788661 2419566 3332616 160531 154111 26326891 27641725 371762 500614 643431 280192 4825000 4730000 5840193 5510806 X 10835720 12203695 6554891 5773597 3096087 4153627 20486698 22130919 26326891 27641725 X 1606406 137509 -99694 X X 0 1 X 1 1 1 X 9205925 7272975 8106064 11831125 9906204 46322293 9205925 7272975 8106064 11831125 9906204 46322293 233663 46088630 213632 95705 124353 170259 149674 753623 90801 7063 7497 4914 -13612 96663 47172579 5974943 0.97700 0.97330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3725 3725 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE LABORATORY IS A MEMBER OF THE NATIONAL ASSOCIATION OF MARINE LABORATORIES, THE ORGANIZATION OF BIOLOGICAL FIELD STATIONS AND THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTIONS. THESE ORGANIZATIONS EXPENDED 15% OR LESS OF TOTAL MEMBER ASSESSMENTS ON LOBBYING EXPENSES IN SUPPORT OF FUNDING FOR BIOLOGICAL RESEARCH. OF TOTAL DUES PAID, $637.50 WAS ALLOCATED TO LOBBYING EXPENSE. THE LABORATORY ALSO PAID 1)VAN SKOYOC AND 2)THREE BRIDGES ADVISORS CONSULTING COSTS FOR STRATEGIC ADVISING OF WHICH 10% WOULD BE CONSIDERED RELATED TO LOBBYING. OF THE TOTAL PAID, $3,087.50 WAS ALLOCATED TO LOBBYING. 3096087 1057540 4153627 2873816 222271 3096087 2824416 49400 2873816 2573674 104242 2824416 2573674 146500 2573674 1.00000 0 0 116870 116870 17677826 4097789 13580037 6110130 5018376 1091754 14788661 BONDS PAYABLE 4730000 4730000 X 11547049 137509 6698 144207 11402842 4209 4209 11407051 9803134 6698 6698 9796436 4209 4209 9800645 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: NO UNCERTAIN TAX POSITION UNDER FIN 48 PART XI, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP REVENUE REDUCED BY EXPENSES ON 990 478. FUNDRAISING EXPENSES NOT NETTED FROM FUNDRAISING INCOME ON F/S 6,220. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP EXPENSES REDUCED REVENUE ON 990 478. FUNDRAISING EXPENSES NOT NETTED FROM FUNDRAISING INCOME ON F/S 6,220. THE ORGANIZATION TREATS EASEMENTS AS CONTRIBUTION REVENUE AND ASSETS. GALA CELEBRATION 21940 3500 18440 18499 16653 21940 3500 18440 18499 16653 35152 -16712 X 0 0 0 0 0 0 0 0 0 DR KEVIN STRANGE 220752 0 0 0 0 0 16622 0 4842 0 242216 0 0 0 DR PATRICIA HAND 146392 0 0 0 0 0 11401 0 11453 0 169246 0 0 0 A FINANCE AUTHORITY OF MAINE 010392006 2009-10-01 5000000 FINANCE CONSTRUCTION 0 0 0 A 95000 2008 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 SCHEDULE K SUPPLENTAL INFORMATION THE REBATE COMPUTATION WAS PERFORMED BY THE BANK OF NEW YORK MELLON TRUST COMPANY ON JANUARY 14, 2013. JOHN FORREST FORMER EXECUTIVE DIRECTOR 14709 LAB SPACE -THE ORGANIZATION PROVIDED LAB AND OFFICE SPACE @ NO CHARGE. 0 DR BRUCE ASTANTON TRUSTEE 13449 RENTAL - RENTAL OF OFFICE,COTTTAGE & LAB SPACE FROM ORGANIZATION AT FAIR MARKET VALUE 0 DR JAMES L BOYER TRUSTEE 11161 RENTAL - RENTAL OF OFFICE & LAB SPACE FOR HIMSELF & ASSOCIATE FROM ORGANIZATION AT FAIR MARKET VALUE 0 DR JAMES B CLAIBORNE TRUSTEE 5443 RENTAL - RENTAL OF OFFICE & LAB SPACE FROM ORGANIZATION AT FAIR MARKET VALUE 0 DR BRUCE ASTANTON TRUSTEE 6121 STIPENDS - PAID STIPENDS & HONORARIA 0 PHOEBE FORREST LINK SISTER TO FORMER EXECUTIVE DIRECTOR AND MOTHER OF CURRENT TRUSTEE. 2750 RENTAL - RENTED HOUSE TO ORGANIZATION. 0 JOHN FORREST FORMER EXECUTIVE DIRECTOR 12000 HONORARIA - PAID HONORARIA 0 X 1 1010567 FMV @ DATE OF DONATION 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JAMES L. BOYER AND PHOEBE C. BOYER HAVE FAMILY RELATIONSHIP. THEY ARE FATHER & DAUGHTER. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF MDIBL'S INVESTMENT ACCOUNTS WAS PERFORMED BY CONTRACTED INVESTMENT MANAGEMENT FIRMS. BEGINNING IN 2013, THE ENDOWMENT INVESTMENTS ARE HELD AT FIDELITY, INC. AND THE FIRST, AND HELD IN MONEY MARKET AND S&P 500 INDEX FUNDS, OVERSEEN BY THE INVESTMENT COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 230 MEMBERS OF THE CORPORATION, 67 ARE FULL MEMBERS WITH VOTING POWER. FORM 990, PART VI, SECTION A, LINE 7A FULL MEMBERS HAVE VOTING RIGHTS AND ARE RESPONSIBLE FOR ELECTING THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND GOVERNANCE COMMITTEE PRIOR TO FILING. COPIES ARE PROVIDED TO THE ENTIRE BOARD AFTER THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY.THE ORGANIZATION MONITORS THE CONFLICT OF INTEREST ISSUES FOR SCIENTISTS AT THE TIME OF HIRE AS WELL AS FOR SCIENTISTS AND OTHER KEY PEOPLE ON NIH GRANTS AT KEY TIMES DURING INDIVIDIUAL GRANT CYCLES. THE CHAIRMAN OF THE BOARD HAS CHARGED THE GOVERNANCE COMMITTEE WITH REVIEWING THE WRITTEN POLICY ON AN ANNUAL BASIS AND ENSURING THAT EACH MEMBER OF THE BOARD READS AND SIGNS THE POLICY ANNUALLY. TIME IS SET ASIDE AT ONE BOARD MEETING PER YEAR TO DISCUSS POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 MDIBL USES COMPARABILITY DATA FROM OTHER NON-PROFITS IN THE AREA AND IN SAME FIELD OF SCIENTIFIC RESEARCH. FORM 990, PART VI, SECTION C, LINE 19 MDIBL MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE IN PDF FORMAT ON ITS WEBSITE. THE CONFLICT OF INTEREST STATEMENT IS AVAILABLE BY REQUEST. FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.COM CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING -20. CHANGE IN INDIRECT COST RATES CALCULATED FOR 2011 -99,674. PART XII - LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED DURING THE TAX YEAR.