2026-09-13T19:00:01-05:00 2025-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2024-07-01 810459235 MCLAUGHLIN RESEARCH INSTITUTE FOR BIOMEDICAL SCIENCES INC MCLA 4064546015 1520 23RD STREET SOUTH GREAT FALLS MT 59405 RENEE REIJO PERA PRESIDENT 4064546015 2026-09-11 1 1 GERARD K SCHMITZ P00039906 4067614645 2024 WEISSMAN HOOD INSTITUTE AT TOURO UNIVERSITY RENEE REIJO PERA 1520 23RD STREET SOUTH GREAT FALLS MT 59405 11486376 0 X WWW.MCLAUGHLINRESEARCH.ORG X 1989 MT THE INSTITUTE'S MISSION IS TO IMPROVE HUMAN HEALTH THROUGH INNOVATIVE GENETIC RESEARCH AND EDUCATION. 9 9 39 0 0 0 3558377 5293942 307884 363756 13865 269354 5756 2823 3885882 5929875 31050 28775 0 0 2819839 2969844 0 0 37560 1957369 2028929 4808258 5027548 -922376 902327 14103641 15453649 459785 769431 13643856 14684218 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 4785282 366579 DURING FISCAL YEAR 2025, 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, TRANSLATIONAL RESEARCH ON TREATMENT ADVANCES AND EXPANSION OF RURAL HEALTH RESEARCH THROUGH EDUCATION, COMMUNITY ENGAGEMENT, AND STUDENT TRAINING PROGRAMS. THE RESEARCH FOCUS HAS EXPANDED TO INCLUDE CELLULAR AND MOLECULAR MECHANISMS OF MISFOLDED PROTEIN PROPAGATION IN DISEASES SUCH AS ALZHEIMER'S AND PARKINSON'S DISEASES, PRION DISEASES AND AMYOLATERAL SCLEROSIS; EXTRACELLULAR TRAFFICKING IN MACULAR DEGENERATION; INCLUDING NOVEL SCREENING AND TREATMENT APPROACHES. FURTHER ADVANCEMENT IN RURAL HEALTH RESEARCH, THE INSTITUTE EXPANDED EFFORTS TO INCLUDE EARLY SCREENING FOR PEDIATRIC ANXIETY AND CONTINUED PLANS FOR FUTURE STUDIES IN SCHIZOPHRENIA. SUCH WORK INCLUDED PARTNERSHIPS WITH UP TO 10 COLLABORATORS AND 18 PROJECTS AMONG INVESTIGATORS WITH PARTNERSHIPS EXTENDING ACROSS MONTANA AND NATIONALLY TO NEW YORK AND NEW JERSEY, MASSACHUSETTS, NORTH CAROLINA AND CALIFORNIA WHICH RESULTANT SUBAWARDS CONTRIBUTED TO $803,000 OF NIH GRANT FUNDED SUPPORT AND $364,000 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 & PRION ALLIANCE. INVESTIGATORS CONTINUED CRITICAL WORK ON NOVEL TREATMENT DEVELOPMENT SCREENING THROUGH ONGOING COLLABORATIONWITH PHARMACEUTICAL COMPANIES AND WELCOMED NEW COLLABORATIONS WITH SILVER LAKE RESEARCH & BOSTON CHILDREN'S HOSPITAL. THE INSTITUTE CONTINUED EFFORTS THROUGH NIH FUNDED GRANTS (AWARDED 2024) IN THE AMOUNT OF $2.9M FOR THE FIRST YEAR AND 2.6M/YEAR FOR FOLLOWING FOUR YEARS LAUNCHING THE NOVEL CENTER FOR INTEGRATED BIOMEDICAL AND RURALHEALTH 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 DUKE UNIVERSITY CONCLUDED THE INVESTIGATION OF EXTRACELLULAR VESICLES IN AGE RELATED MACULAR DEGENERATION. A PORTION OF FUNDS, $196,500 WAS AWARDED TO THE INSTITUTE FROM THE MURDOCK FOUNDATION TO SUPPORT THE PURCHASE AND IMPLEMENTATION OF A SMALL ANIMAL MAGNETIC RESONANCE IMAGER. THE INSTITUTE RECEIVED $1.01M IN CONTRIBUTIONS THAT INCLUDED $770,250 IN RESEARCH AND EDUCATION SUPPORT FROM AFFILIATE, TOURO UNIVERSITY. THESE FUNDS WERE UTILIZED TO SUPPORT ONGOING RESEARCH AND EDUCATION AS WELL AS FUNDAMENTAL INFRASTRUCTURE SUPPORT. 28775 28775 THE INSTITUTE HOSTED ANOTHER BUSY AND SUCCESSFUL SUMMER INTERNSHIP PROGRAM DISTRIBUTING A TOTAL OF $28,775 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 GRADUATE RESEARCH ASSISTANT POSITIONS AS WELL AS ADDITIONAL TRAINING FOR SIX STUDENTS IN THE MEDICAL SCIENTIST TRAINING PROGRAM. 4814057 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 16 0 1 39 1 0 0 0 0 0 0 0 0 0 0 X 9 9 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 DR ALAN KADISH CHAIRMAN 5.00 X X 0 0 0 RANDY GRAY BOARD MEMBER 1.00 X 0 0 0 DEBRA HARTMAN BOARD MEMBER 1.00 X 0 0 0 DR LEE HOOD BOARD MEMBER 1.00 X 0 0 0 BRIAN LEVINSON BOARD MEMBER 1.00 X 0 0 0 DR MANNY LICHTMAN BOARD MEMBER 1.00 X 0 0 0 DR SUZANNE MAKOWITZ BOARD MEMBER 1.00 X 0 0 0 DR IRVING WEISSMAN BOARD MEMBER 1.00 X 0 0 0 DR JIM YTURRI BOARD MEMBER 1.00 X 0 0 0 RENEE REIJO PERA PRESIDENT 40.00 X 226050 0 3048 MEGANNE CASEY VICE PRESIDENT OF OPERATIONS 40.00 X 126539 0 216 TERESA GUNN PROFESSOR 40.00 X 131267 0 1078 TIFFFANY HENSLEY-MCBAIN ASSOCIATE PROFESSOR 40.00 X 108313 0 173 JOHAN MIKAEL KLINGEBORN ASSOCIATE PROFESSOR 40.00 X 103092 0 280 695261 0 4795 5 0 1 0 0 4082955 1210987 5293942 CONTRACT RESEARCH 541700 363756 363756 363756 211380 211380 5614475 5556501 57974 57974 57974 MISCELLANEOUS 541900 2823 2823 2823 5929875 366579 0 269354 28775 28775 505527 258080 247447 1781232 1227939 553293 209868 137868 72000 289237 185092 104145 183980 120933 63047 14665 14665 21000 21000 73917 73917 6521 4464 2057 37406 37027 379 27882 27882 258636 259136 -500 40162 25033 14769 360 26351 5678 4653 16020 405 405 469279 31276 438003 55476 55476 SUPPLIES-LAB 369587 369587 ANIMAL CARE SERVICES 181510 181510 CONTRACTED SERVICES 181206 88993 92213 REPAIRS AND MAINTENANCE 62913 62913 202013 2153293 -1970524 19244 5027548 4814057 175931 37560 577162 515592 20846 20846 758620 1916720 147681 346275 17541693 11624837 5969862 5916856 6625158 6733048 4312 4312 14103641 15453649 106967 394904 172234 193330 180584 181197 459785 769431 X 10199632 11051557 3444224 3632661 13643856 14684218 14103641 15453649 X 902327 152998 -14963 X X 0 1 X 1 1 1 X 2539350 5434274 1912216 3625835 5293942 18805617 2539350 5434274 1912216 3625835 5293942 18805617 6689720 12115897 451110 240398 214279 184067 211380 1301234 24684 921 2951 2823 31379 20138230 0.60160 0.51960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3225190 241568 162378 3304380 3096887 413989 285686 3225190 3420068 20569 343750 3096887 3780826 42551 403309 3420068 3259494 553555 32223 3780826 0.00000 0.95000 0.05000 0 0 25000 25000 11295806 6908132 4387674 5179376 4056784 1122592 1041511 659921 381590 5916856 GIFT ANNUITY OBLIGATIONS 181197 181197 5993993 152998 -14963 138035 5855958 73917 73917 5929875 4953631 0 4953631 73917 73917 5027548 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -14,963. 0 STUDENT INTERNSHIP PROGRAM 13 28775 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 PRESIDENT 226050 0 0 0 0 0 22838 0 20497 0 269385 0 0 0 MEGANNE CASEY VICE PRESIDENT OF OPERATIONS 126539 0 0 0 0 0 13276 0 22573 0 162388 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 -14,963. 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, 2025 MCLAUGHLIN RESEARCH INSTITUTE HAS REASONABLE CAUSE EXPLAINED BELOW FOR THE LATE FILING OF THIS JUNE 30, 2025 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 WAS FILED IN JUNE 2026 AFTER COMPLETION OF THE AUDIT. THE JUNE 30, 2025 FORM 990 ACCOMPANIES THIS LETTER, 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.