2024-11-05T13:59:27-06:00 2022-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2021-07-01 810459235 MCLAUGHLIN RESEARCH INSTITUTE FOR BIOMEDICAL SCIENCES INC MCLA 4064546015 1520 23RD STREET SOUTH GREAT FALLS MT 59405 RENEE REIJO PERA PRESIDENT 4064546015 2024-10-29 1 GERARD K SCHMITZ P00039906 4067614645 2021 2024-10-15 13:58:12Z RENEE REIJO PERA 1520 23RD STREET SOUTH GREAT FALLS MT 59405 8745367 0 X WWW.MCLAUGHLINRESEARCH.ORG X 1989 MT THE INSTITUTE'S MISSION IS TO IMPROVE HUMAN HEALTH THROUGH INNOVATIVE GENETIC RESEARCH AND EDUCATION. 13 13 34 0 0 0 2539350 5434274 692543 1865331 451110 334242 4684 2921 3687687 7636768 4500 6500 0 0 1287073 2202780 0 0 181665 1068751 1489332 2360324 3698612 1327363 3938156 13447812 15630159 896212 340002 12551600 15290157 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 3223739 1865331 DURING FISCAL YEAR 2022, THE INSTITUTE SCIENTISTS AND STAFF CONTINUED THEIR EFFORTS TO BETTER UNDERSTAND 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 TEN COLLABORATORS AND 25 PROJECTS AMONG INVESTIGATORS WITH PARTNERSHIPS EXTENDING NATIONALLY TO NEW YORK, MASSACHUSETTS, NORTH CAROLINA, WASHINGTON STATE AND CALIFORNIA WHICH RESULTANT SUBAWARDS CONTRIBUTED TO $346,000 OF NIH GRANT FUND SUPPORT AND $470,000 IN RESEARCH CONTRACTS. EFFORTS CONTINUED TOWARDS UNDERSTANDING HUNTINGTON'S DISEASE IN COLLABORATION WITH INVESTIGATORS FROM WESTERN WASHINGTON UNIVERSITY AND THE CURE HUNTINGTON'S DISEASE FOUNDATION; ALZHEIMER'S DISEASE WITH PARTNERS AT COLUMBIA UNIVERSITY AND WAKE FOREST UNIVERSITY; AS WELL AS MAKING STRIDES ON INVESTIGATOR-LED STUDIES AND FUTURE FUNDING OPPORTUNITIES WITH THE NATIONAL INSTITUTES OF HEALTH. INVESTIGATORS CONTINUED CRITICAL WORK WITH NEWTREATMENT DEVELOPMENT SCREENING THROUGH ONGOING COLLABORATION WITH PHARMACEUTICAL COMPANIES AND WELCOMED NEW COLLABORATIONS WITH CUREDRPLA. THE INSTITUTE CONTINUED THE EFFORTS OF THE NIH FUNDED GRANT (AWARDED MARCH 2018) IN THE AMOUNT OF $405,000/YEAR FOR FIVE YEARS TO GAIN INSIGHT ON NEUROTRANSMITTERS ELECTROPHYSIOLOGY IN NEURODEGENERATIVE DISEASES. WITH THE START OF THE NEW DIRECTOR IN 2021, ADDITIONAL NIH FUNDS OF $347,700 WITH $351,000 CARRYOVER WAS RECEIVED THROUGH TRANSFER. THESE FUNDS SUPPORTED THE ONGOING INVESTIGATION OF TRANSCRIPTIONAL NETWORKS OF HUMAN PRIMORDIAL GERM CELLS AND RESEARCH EDUCATION. BOTH OF WHICH TOTALED $997,000 RESEARCH SUPPORT. THE INSTITUTE RECEIVED $5,213,823 IN CONTRIBUTIONS THAT INCLUDED AN UNPRECEDENTED GIFT OF $5,000,000 UNRESTRICTED FUNDS. THESE FUNDS WERE SPLIT BETWEEN INVESTMENTS FOR FUTURE RESEARCH SUPPORT AND CURRENT GROWTH BY RECRUITING TWO NEW SCIENTISTS AND A CLINICAL RESEARCH DIRECTOR AS WELL AS FUNDAMENTAL INFRASTRUCTURE SUPPORT. 6500 6500 THE INSTITUTE RESUMED THE SUMMER INTERNSHIP PROGRAM WHICH WAS POSTPONED THE PREVIOUS YEAR DUE TO THE COVID-19 PANDEMIC. A TOTAL OF $6,500 WAS AWARDED TO TWO LOCAL HIGH SCHOOL INTERNS THAT WORKED OVER THE SUMMER INVESTIGATING ANIMAL BEHAVIOR ASSESSMENTS AND WORKING DAILY WITH THE ANIMAL RESOURCE CENTER DIRECTOR. 4621 4621 3230239 1 1 0 1 0 0 0 0 0 1 1 1 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 16 0 1 34 1 0 0 0 0 0 0 0 0 0 0 X 13 13 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 CHAIR 5.00 X X 0 0 0 MAXON DAVIS VICE-PRESIDENT 1.00 X X 0 0 0 JOHN LANE SECRETARY 1.00 X X 0 0 0 GENE THAYER EXECUTIVE BOARD CHAIR 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 BJARNE JOHNSON 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 ARLYNE REICHERT HONORARY BOARD MEMBER 1.00 X 0 0 0 MARIA KNAPEK FIN & RES SUP OFFICER 40.00 X 90770 0 0 RENEE REIJO PERA CURRENT PRESIDENT 40.00 X 171209 0 28183 MEGANNE CASEY CURRENT VICE-PRES 40.00 X 64519 0 0 TERESA GUNN ASSOCIATE PROFESSOR 40.00 X 117255 0 0 MICHAEL KAVANAUGH PHD FORMER DIRECTOR 40.00 X 132012 0 0 575765 0 28183 3 1 1 0 0 208997 5225277 5434274 CONTRACT RESEARCH 541700 1865331 1865331 1865331 240398 240398 1200743 1700 1108599 0 92144 1700 93844 1700 92144 MISCELLANEOUS 541900 2921 2921 2921 7636768 1869952 0 332542 6500 6500 531597 268400 206951 56246 1117962 790674 269238 58050 147592 92513 44847 10232 281958 144745 119660 17553 123671 71568 46209 5894 3414 3331 83 6178 6178 72402 72402 88912 1500 79703 7709 16698 873 15825 13762 13762 64032 2802 56918 4312 260882 260882 10147 6208 1543 2396 13586 2665 10921 2094 2094 353770 353770 34558 34558 LAB SUPPLIES AND SERVIC 191158 191158 ANIMAL CARE SERVICES 105371 105371 REPAIRS AND MAINTENANCE 87245 87245 REPAIRS AND MAINTENANCE 52476 52476 112647 1546135 -1436853 3365 3698612 3230239 286708 181665 1965669 660993 481022 22035 285092 814319 31539 19207 113805 16307493 10322973 5840075 5984520 3861517 6544067 960141 1486108 3550 4312 13447812 15630159 59411 67372 411040 55292 49337 24607 208997 0 167427 192731 896212 340002 X 8744353 11576169 3807247 3713988 12551600 15290157 13447812 15630159 X 3938156 -1155153 -33634 -10812 X 0 1 X 0 1 1 X 743585 1152431 1883327 2539350 5434274 11752967 743585 1152431 1883327 2539350 5434274 11752967 6018738 5734229 482361 346714 497796 451110 240398 2018379 45733 2197 4323 4684 2921 59858 13831204 0.41460 0.57140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3230239 3230239 311512 77878 0 0 248666 159659 258511 311512 978348 1467522 62167 39915 64628 77878 244588 366882 3780826 42551 403309 3420068 3259494 553555 32223 3780826 3522643 990 -89345 174794 3259494 3532486 465489 475332 3522643 3402081 318584 188179 3532486 1 0 25000 25000 11295806 5939920 5355886 4255323 3817451 437872 731364 565602 165762 5984520 CASH IN INVESTMENT ACCOUNTS 1486108 F 1486108 ANNUITY OBLIGATIONS 192731 192731 6398401 -1155153 -10812 -1165965 7564366 72402 72402 7636768 3626210 0 3626210 72402 72402 3698612 PART V, LINE 4: EARNINGS OF THE INSTITUTE'S ENDOWMENT FUNDS ARE USED TO SUPPORT GENERAL AND SPECIFIC RESEARCH AND EDUCATIONAL PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENT -10,812. 0 STUDENT SCHOLARSHIPS 2 6500 EDUCATIONAL ACTIVITIES ARE CONDUCTED AT THE INSTITUTE ITSELF, WITH STUDENTS ANDTEACHERS BEING MENTORED BY FACULTY AND STAFF DURING HANDS-ON RESEARCHINTERNSHIPS. 0 0 0 0 0 0 0 0 0 RENEE REIJO PERA CURRENT PRESIDENT 171209 0 0 0 0 0 17526 0 10657 0 199392 0 0 0 MICHAEL KAVANAUGH PHD FORMER DIRECTOR 132012 0 0 0 0 0 0 0 0 0 132012 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -10,812. 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