2021-08-03T14:17:27-05:00 2020-12-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2020-01-01 752198196 BOTANICAL RESEARCH INSTITUTE OF TEXAS BOTA 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 PATRICK NEWMAN EXECUTIVE DIRECTOR 8173324441 2021-08-03 PATRICK NEWMAN 999009999 JOHN VINCENT DAVILA P01434256 8173321328 2021-08-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICK NEWMAN 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 8361897 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. 32 32 104 504 24897 0 8137240 6326143 927218 1560715 0 0 122646 257899 9187104 8144757 0 0 0 0 3281445 4458683 0 0 717596 1811281 1984508 5092726 6443191 4094378 1701566 2980821 4148007 381470 784040 2599351 3363967 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 916359 500091 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. 1242087 149185 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. 2105070 778078 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. 488459 125503 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. 488459 125503 4751975 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 39 0 1 104 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 32 32 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 CHAIRMAN 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 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 SECRETARY 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 ERIK GUGGENHEIM MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ARIC HEAD MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR RANDLE C GIDEON 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 ROSS PEREZ MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM WELDER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR CARTER SMITH MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 THE HONORABLE FIFE SYMINTON 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 KEVIN ROBNETT 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 DR EDWARD SCHNEIDER PRESIDENT & EXECUTIVE DIRE 50.00 X 338899 0 47478 DR PETER FRITSCH VICE PRESIDENT RESEARCH & 50.00 X 114946 0 36853 MR ROBERT BYERS ASST. DIRECTOR & VP OF HORTICULTURE 50.00 X 39289 0 4861 MR ENNIS ANDERSON VICE PRESIDENT OF OPERATIONS 50.00 X 110706 0 19028 MS TRACEY FRIDAY VICE PRESIDENT OF EDUCATION 50.00 X 106574 0 12 710414 0 108232 4 0 1 0 BETTER OUR TOMORROW 3629 WANDERING TRAIL PLANO TX 75075 IT CONTRACT SUPPORT 185897 1 128803 207302 2566817 3423221 1079519 6326143 PROGRAM AND EXHIBIT FE 712110 1312275 1312275 PUBLICATION FEES 511130 204717 204717 FIELD SCHOOL AND CAMP 712110 30446 30446 ROYALTY INCOME 511120 13277 13277 1560715 240860 0 240860 240860 240860 187432 207302 187432 0 46747 29708 17039 -7858 24897 8144757 1552857 24897 240860 X 818646 534935 204226 79485 3106343 2520703 198783 386857 33698 28571 5127 395519 313530 34889 47100 104477 93666 10811 112760 112760 35079 11181 23898 162957 2176 153303 7478 26491 26491 26558 18671 3363 4524 4361 2302 699 1360 74017 51286 12369 10362 46038 1587 44451 CONTRACT SERVICES 307299 192430 69668 45201 REPAIRS & MAINTENANCE 171984 163162 8822 SUPPLIES 130037 120886 4210 4941 MISCELLANEOUS EXPENSE 130021 151306 -21285 756906 519092 147362 90452 6443191 4751975 973620 717596 1721823 2603890 449510 391348 342945 496423 28963 51414 104869 3478353 2955839 415129 522514 2980821 4148007 184892 544657 196578 239383 381470 784040 X 2058045 2410397 541306 953570 2599351 3363967 2980821 4148007 X 1701566 -936950 X 0 1 X 1 0 X 3845719 3608634 3853470 1363070 2369863 15040756 3845719 3608634 3853470 1363070 2369863 15040756 4761921 10278835 733451 929748 574237 84459 240860 2562755 24897 24897 1540 520 407 56740 59207 17687615 1574389 0.58110 0.51470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 63166703 1846660 6715080 2566817 69161626 56496295 1883458 7609081 2652369 169762 63166703 61281682 693969 -3252604 2226752 56496295 54602570 860397 7421885 1603170 61281682 51386963 1961212 2529065 1274670 54602570 0.80000 0.20000 0 1 1 3478353 2955839 522514 522514 7373000 165193 165193 7207807 936950 936950 8144757 6608384 165193 165193 6443191 0 6443191 PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT COSTS OFFSET INDIRECT INCOME 165,193. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH DONATIONS 936,950. PART XII, LINE 2D - OTHER ADJUSTMENTS: INDIRECT COSTS OFFSET INDIRECT INCOME 165,193. 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. ANNUAL EVENT 394734 207302 187432 78830 600 108002 394734 207302 187432 78830 600 108002 187432 0 1 X X X X X 0 0 0 0 0 0 0 0 0 DR EDWARD SCHNEIDER PRESIDENT & EXECUTIVE DIRE 304283 0 34616 0 0 0 47478 0 0 0 386377 0 0 0 DR PETER FRITSCH VICE PRESIDENT RESEARCH & 114946 0 0 0 0 0 36853 0 0 0 151799 0 0 0 X 25 636000 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. FORM 990, PART IX, LINE 24E UTILITIES: PROGRAM SERVICE EXPENSES 119,181. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,181. COMPUTER HARDWARE-SOFTWARE COSTS: PROGRAM SERVICE EXPENSES 11,163. MANAGEMENT AND GENERAL EXPENSES 92,675. FUNDRAISING EXPENSES 4,913. TOTAL EXPENSES 108,751. PRINTING & DUPLICATION: PROGRAM SERVICE EXPENSES 86,299. MANAGEMENT AND GENERAL EXPENSES 35. FUNDRAISING EXPENSES 21,491. TOTAL EXPENSES 107,825. AGRICULTURE: PROGRAM SERVICE EXPENSES 88,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,440. OFFICE & FIELD EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 49,194. MANAGEMENT AND GENERAL EXPENSES 9,855. FUNDRAISING EXPENSES 6,829. TOTAL EXPENSES 65,878. TELEPHONE & DATA SERVICES: PROGRAM SERVICE EXPENSES 8,315. MANAGEMENT AND GENERAL EXPENSES 33,184. FUNDRAISING EXPENSES 2,573. TOTAL EXPENSES 44,072. DUES AND MEMBERSHIP: PROGRAM SERVICE EXPENSES 25,100. MANAGEMENT AND GENERAL EXPENSES 4,635. FUNDRAISING EXPENSES 10,721. TOTAL EXPENSES 40,456. FINANCIAL FEES: PROGRAM SERVICE EXPENSES 21,545. MANAGEMENT AND GENERAL EXPENSES 629. FUNDRAISING EXPENSES 13,661. TOTAL EXPENSES 35,835. LICENSE & FEES: PROGRAM SERVICE EXPENSES 14,333. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,156. TOTAL EXPENSES 34,489. JANITORIAL & TRASH SERVICES: PROGRAM SERVICE EXPENSES 34,370. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,370. MINOR TOOLS & FIELD EQUIPMENT: PROGRAM SERVICE EXPENSES 20,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,584. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 12,916. MANAGEMENT AND GENERAL EXPENSES 1,179. FUNDRAISING EXPENSES 4,554. TOTAL EXPENSES 18,649. BOOKS & PERIODICALS: PROGRAM SERVICE EXPENSES 14,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,695. PAGE & PUBLICATION COSTS: PROGRAM SERVICE EXPENSES 4,683. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,683. CATERING & FOOD: PROGRAM SERVICE EXPENSES 1,731. MANAGEMENT AND GENERAL EXPENSES 1,013. FUNDRAISING EXPENSES 1,825. TOTAL EXPENSES 4,569. REPRESENTATION: PROGRAM SERVICE EXPENSES 565. MANAGEMENT AND GENERAL EXPENSES 813. FUNDRAISING EXPENSES 2,273. TOTAL EXPENSES 3,651. STAFF DEVELOPMENT AND MEETINGS: PROGRAM SERVICE EXPENSES 1,190. MANAGEMENT AND GENERAL EXPENSES 504. FUNDRAISING EXPENSES 1,304. TOTAL EXPENSES 2,998. BEREAVEMENT/CONGRATULATIONS: PROGRAM SERVICE EXPENSES 49. MANAGEMENT AND GENERAL EXPENSES 2,451. FUNDRAISING EXPENSES 152. TOTAL EXPENSES 2,652. SECURITY & SAFETY: PROGRAM SERVICE EXPENSES 2,529. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,529. HONORARIA: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 210. MANAGEMENT AND GENERAL EXPENSES 389. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 599. FORM 990, PART XI, LINE 9: NON-CASH DONATIONS -936,950. 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