2023-09-22T14:03:13-05:00 2022-12-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2022-01-01 752198196 BOTANICAL RESEARCH INSTITUTE OF TEXAS INC BOTA 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 PATRICK NEWMAN EXECUTIVE DIRECTOR 8173324441 2023-08-17 PATRICK NEWMAN 999009999 1 JOHN VINCENT DAVILA P01434256 8173321328 2023-08-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK NEWMAN 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 19576359 0 X WWW.BRIT.ORG X 1987 TX BRIT'S MISSION IS TO CONSERVE OUR NATURAL HERITAGE BY DEEPENING OUR KNOWLEDGE OF THE PLANT WORLD AND ACHIEVING PUBLIC UNDERSTANDING OF THE VALUE PLANTS BRING TO LIFE. 27 27 150 0 122053 121053 8331952 13251947 3512936 3660721 27343 76965 968569 2161937 12840800 19151570 0 0 0 0 6867234 7670298 0 0 597578 4110029 7078332 10977263 14748630 1863537 4402940 6415209 12649652 1212900 3294312 5202309 9355340 X THE BOTANICAL RESEARCH INSTITUTE OF TEXAS INC (BRIT) CONDUCTS RESEARCH AND PROVIDES EDUCATION IN ORDER TO CREATE AND SHARE KNOWLEDGE OF THE PLANT WORLD AND INSPIRE THE PUBLIC INTO ACTION FOR A SUSTAINABLE PLANET. BRIT SERVES AS A THINK TANK AND CATALYST TO DEVELOP BOTANICAL SOLUTIONS TO ADDRESS GLOBALLY CHALLENGING PROBLEMS. BRIT INSPIRES LEARNING AND FORMS INTERDISCIPLINARY COLLABORATIONS FOR CRITICAL RESEARCH WITHIN SCIENTIFIC, EDUCATIONAL, SOCIAL, CULTURAL, AND BUSINESS COMMUNITIES. 0 0 1583891 942011 RESEARCH. BRIT'S RESEARCH PROGRAM IS THE FOUNDATIONAL ACTIVITY UPON WHICH THE INSTITUTE ACHIEVERS ITS MISSION. BRIT ACTS AS A CATALYST WITHIN THE SCIENTIFIC COMMUNITY TO ADDRESS GLOBALLY CHALLENGING PROBLEMS BY USING VARIOUS BOTANICAL LENSES (TAXONOMY, ECOLOGICAL/ENVIRONMENTAL, AND GENOMICS). RESEARCH CONDUCTED BY BRIT MAKES THE WORLD A BETTER PLACE, SOMETIMES DIRECTLY THROUGH IMPROVEMENTS TO LIFE AND SOMETIMES INDIRECTLY THROUGH INCREASING OUR UNDERSTANDING OF THE WORLD WHICH ALLOWS US TO BECOME MORE RESPONSIBLE CITIZENS OF THE PLANET. 831097 637409 EDUCATION. BRIT DEVELOPS AND PRESENTS NUMEROUS EDUCATION PROGRAMS COVERING VARIOUS TOPICS IN BOTANY, ECOLOGY AND CONSERVATION. PROGRAMS ARE PRESENTED TO VARIOUS GROUPS INCLUDING EDUCATORS, STUDENTS AND THE PUBLIC. THE BRIT SEED (SCIENCE-BASED EXPERIENTIAL EDUCATION DESIGN) SCHOOL FOR EDUCATORS INSPIRES AND SUPPORTS EDUCATORS IN CONNECTING CHILDREN TO NATURE THROUGH THE USE OF OUTDOOR CLASSROOMS, NATURE AND URBAN ENVIRONMENTS. BRIT PROVIDES CONTINUING EDUCATION OPPORTUNITIES THAT COMBINE RESEARCH-BASED BEST PRACTICES WITH HANDS-ON, REAL WORLD LEARNING THROUGH OUTDOOR INQUIRY, PLACE-BASED EDUCATION AND CULTURALLY RESPONSIVE TEACHING. 8207570 3523108 GARDEN. EFFECTIVE OCTOBER 1, 2020, THE BOTANICAL INSTITUTE OF TEXAS (BRIT) ENTERED INTO AN AGREEMENT WITH THE CITY OF FORT WORTH TO MANAGE THE FORT WORTH BOTANIC GARDEN (FWBG). FWBG IS A 110-ACRE BOTANIC GARDEN ADJACENT TO BRIT IN THE CULTURAL DISTRICT OF FORT WORTH, TEXAS. THE GARDEN IS OPEN TO THE PUBLIC AND CONTAINS VARIOUS HORTICULTURAL DISPLAYS INCLUDING A JAPANESE GARDEN AND A ROSE GARDEN. IN ADDITION TO INDIVIDUAL VISITATION, THE GARDEN IS ALSO USED FOR MANY EDUCATIONAL PROGRAMS AND SCHOOL FIELD TRIPS. 279758 14880 COLLECTIONS. THE CORNERSTONE OF THE BOTANICAL RESEARCH INSTITUTE OF TEXAS IS ITS HERBARIUM AND BOTANICAL LIBRARY. BRIT'S HERBARIUM, A COLLECTION OF MORE THAN ONE MILLION DRIED PLANT SPECIMENS REPRESENTING MUCH OF EARTH'S PLANT DIVERSITY, IS AMONG THE LARGEST IN THE UNITED STATES. BRIT'S COLLECTIONS-BASED RESEARCH PROVIDES INFORMATION FOR CONSERVATION PURPOSES AND IS A RESOURCE FOR RESEARCH SCIENTISTS, STUDENTS, TEACHERS, PLANT ENTHUSIASTS, GARDENERS, HOSPITALS, AND MANY OTHERS. BRIT'S PLANT COLLECTIONS AND EDUCATIONAL PROGRAMS ARE OPEN TO THE PUBLIC TO HELP FULFILL OUR MISSION TO ACHIEVE PUBLIC UNDERSTANDING OF THE VALUE THAT PLANTS BRING TO LIFE.PRESS. IN ADDITION TO THE SPECIFIC PROGRAMS DESCRIBED ON LINES 4A, 4B, AND 4C, BRIT PUBLISHES THE JOURNAL OF BOTANICAL RESEARCH OF TEXAS (JBRIT), WHICH PRESENTS RESEARCH FROM BRIT RESEARCHERS AS WELL AS LEADING RESEARCHERS FROM OTHER ORGANIZATIONS THROUGHOUT THE WORLD. BRIT ALSO PUBLISHES MONOGRAPHS AND BOTANICAL BOOKS SUCH AS THE ILLUSTRATED FLORA OF NORTH TEXAS AND THE ILLUSTRATED FLORA OF EAST TEXAS WHICH ARE LEADING WORKS IN BOTANICAL EDUCATION IN TEXAS. 279758 14880 10902316 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 81 0 1 150 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KERI BARFIELD 8175468690 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 MR GREG BIRD SECRETARY OF THE BOARD 4.00 X X 0 0 0 MR EDWARD P BASS VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 MR CRAIG HAMILTON TREASURER 1.00 X X 0 0 0 DR R NOWELL DONOVAN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS MARILYN GILBERT MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS DANA BURGHDOFF ADVISORY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR MICHAEL MALONE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM BRENTLINGER CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 MR STEVEN BRAUER JR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM K BURTON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR KACEY CORNELIUS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ARIC HEAD MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DR MARIE HOLLIDAY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JOHN W MALONEY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS MARY G PALKO MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS LAUREN ASHTON MONCRIEF MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MRS DEBBIE MORRISON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR PAXTON MOTHERAL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CAPT BOB O'KENNON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR BRAD BARNES MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM WELDER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR PATRICK REDDELL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR H TERRY SIEGEL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR LEWIS WALL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR NICHOLAS WANZOR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS DEBBIE REYNOLDS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JAY RUTHERFORD MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ERIC REED MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DR PETER FRITSCH VICE PRESIDENT RESEARCH & 50.00 X 141117 0 13962 MR ROBERT BYERS ASST. DIRECTOR & VP OF HOR 50.00 X 156619 0 8360 MS SARA RICHARDSON VICE PRESIDENT OF ADVANCEM 50.00 X 116691 0 8368 MR PATRICK NEWMAN CEO & EXECUTIVE DIRECTOR 50.00 X 279462 0 18046 MR ENNIS ANDERSON SENIOR VP OF GUEST SERVICES AND OPERATIONS 50.00 X 111367 0 17194 805256 0 65930 5 0 1 0 TERRA DESIGN STUDIOS LLC 241 MCKINNEY ROAD WEXFORD PA 15090 DESIGN FOR NEW PROJECTS 157769 BETTER OUR TOMORROW 3629 WANDERING TRAIL PLANO TX 75075 IT CONTRACT SUPPORT 153649 2 562520 2475775 10213652 13251947 PROGRAM AND EXHIBIT FEES 611600 3220920 3220920 PUBLICATION FEES 513130 290935 290935 FIELD SCHOOL AND CAMP FEES 611600 95949 95949 ROYALTY INCOME 513120 52917 52917 3660721 76965 76965 583197 0 583197 583197 583197 878110 424789 453321 331268 122053 CITY PROJECT REIMBURSEMENT 541900 1125419 1125419 1125419 19151570 5117408 122053 660162 805255 99557 566433 139265 5447118 4922692 299168 225258 151633 9067 136868 5698 788250 31072 747778 9400 478042 28205 449837 232417 145454 86587 376 153305 154405 -1100 103387 84870 12407 6110 118663 118663 366994 366994 238200 216474 21082 644 18008 13811 3218 979 165226 132676 21810 10740 80682 64788 10650 5244 CONTRACT SERVICES 3278070 2801323 380874 95873 AGRICULTURE 403577 403577 REPAIRS & MAINTENANCE 352745 322448 30297 COMPUTER HARDWARE-SOFTW 307327 36201 271042 84 1259731 950039 210685 99007 14748630 10902316 3248736 597578 2734223 2929249 300287 3924162 485312 2479810 44891 106946 200725 185983 4348168 3211766 654721 1136402 1995050 1830188 0 56912 6415209 12649652 758074 2723487 454826 570825 1212900 3294312 X 3284539 9052673 1917770 302667 5202309 9355340 6415209 12649652 4402940 -249909 0 X 0 1 X 1 0 X 3853470 1363070 2369863 2386764 7824217 17797384 3853470 1363070 2369863 2386764 7824217 17797384 3638039 14159345 574237 84459 240860 534183 660162 2093901 24897 147978 122053 294928 407 56740 57147 20243360 648142 0.69950 0.54670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 76870133 48234 9110683 2475775 65331909 69161626 282250 10279242 2852985 76870133 63166703 1846660 6715080 2566817 69161626 56496295 1883458 7609081 2652369 169762 63166703 61281682 693969 -3252604 2226752 56496295 0.72000 0.28000 0 1 1 4348168 3211766 1136402 1136402 19241757 -249909 340096 90187 19151570 0 19151570 15088726 340096 340096 14748630 0 14748630 PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT COSTS OFFSET INDIRECT EXPENSE 340,096. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH DONATIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: INDIRECT COSTS OFFSET INDIRECT EXPENSE 340,096. PART III, LINE 4: HERBARIA AND LIBRARY COLLECTIONS: THE ORIGINAL COLLECTIONS FROM SMU ARE HELD UNDER THE TERMS OF A PERMANENT LOAN ARRANGEMENT FROM THAT UNIVERSITY, AND THE ORIGINAL COLLECTIONS FROM VANDERBILT UNIVERSITY ARE AN OUTRIGHT GIFT AS STATED IN A MEMORANDUM OF UNDERSTANDING WITH THAT INSTITUTION. ALL COLLECTIONS ACCUMULATED ASIDE FROM THE ADDITIONS OF THOSE COLLECTIONS, AND DESIGNATED AS "BRIT", ARE GOVERNED ENTIRELY BY THE PROTOCOLS OF BRIT AS APPROVED BY ITS BOARD OF TRUSTEES. THESE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION AND RESEARCH RATHER THAN FOR FINANCIAL GAIN. THESE COLLECTIONS ARE PROTECTED, CARED FOR, AND PRESERVED BY BRIT. AS THESE COLLECTIONS ARE CONSIDERED BOTANICAL TREASURES, A FAIR VALUE IS NOT READILY DETERMINABLE AND, THEREFORE, COLLECTION ITEMS ARE NOT CAPITALIZED AND ARE EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION. ANY EXPENDITURES RELATED TO PURCHASES, SALES, OR INSURANCE RECOVERIES OF COLLECTION ITEMS ARE REPORTED SEPARATELY IN THE STATEMENT OF ACTIVITIES IN THE YEAR IN WHICH THEY OCCUR. PART V, ENDOWMENT FUNDS, LINE 4: BRIT'S ENDOWMENT FUNDS ARE TO SUPPORT GENERAL OPERATIONS, RESEARCH AND EDUCATION PROGRAMS OF THE INSTITUTION. 1 X X X X X 0 0 0 0 0 0 0 0 0 MR PATRICK NEWMAN CEO & EXECUTIVE DIRECTOR 254462 0 25000 0 0 0 0 0 18046 0 297508 0 0 0 MR ROBERT BYERS ASST. DIRECTOR & VP OF HOR 156619 0 0 0 0 0 0 0 8360 0 164979 0 0 0 DR PETER FRITSCH VICE PRESIDENT RESEARCH & 141117 0 0 0 0 0 0 0 13962 0 155079 0 0 0 X 25 VALUE AT CONTRIBUTION 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BRIT'S FORM 990 AND SUPPORTING SCHEDULES ARE REVIEWED IN DETAIL AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. FOLLOWING APPROVAL BY THE FINANCE COMMITTEE, THE RETURN IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BRIT ANNUALLY REVIEWS CONFLICT OF INTEREST POLICY WITH ALL DIRECTORS, OFFICERS AND EMPLOYEES. ALL ARE REQUIRED TO COMPLETE A STATEMENT EITHER AFFIRMING NO POTENTIAL CONFLICTS EXIST OR DETAILING POTENTIAL CONFLICTS AND THE LATTER ARE ALL INVESTIGATED AND APPROPRIATE ACTION TAKEN. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL SALARY ADJUSTMENTS FOR OFFICERS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF THE BOARD. CURRENT COMPENSATION INFORMATION IS GATHERED FOR SIMILAR ORGANIZATIONS AND REVIEWED BY THE EXECUTIVE COMMITTEE OR THE HUMAN RESOURCES COMMITTEE. PERIODICALLY AN INDEPENDENT CONSULTING FIRM IS ENGAGED TO REVIEW THE INSTITUTION'S SALARY STRUCTURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS AS WELL AS ITS GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES. BRIT FOUNDATION 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 823290786 HOLDS THE ENDOWMENT INVESTMENTS TO BENEFIT BOTANICAL RESEARCH INSTITUTE OF T TX 501(C)(3) LINE 12A, I BOTANICAL RESEARCH INSTITUTE OF TEXAS 0 BRIT LANDOWNER 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 823291007 HOLDS THE BUILDING IN BENEFIT BOTANICAL RESEARCH INSTITUTE OF TEXAS TX 501(C)(3) LINE 12A, I BOTANICAL RESEARCH INSTITUTE OF TEXAS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0