BOTANICAL RESEARCH INSTITUTE OF TEXAS INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BOTANICAL RESEARCH INSTITUTE OF TEXAS INC (EIN 75-2198196)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349302862
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T10:42:53-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750807999 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPROLES WOODARD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 MAIN STREET SUITE 3250 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761025304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752198196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTANICAL RESEARCH INSTITUTE OF TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTA | BusinessNameControlTxt |
| Phone | 8173324441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 UNIVERSITY DRIVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD SCHNEIDER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8173324441 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE HEAD | PreparerPersonNm |
| PTIN | P00291429 | PTIN |
| Phone | 8173321328 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.237.171.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 14:08:19 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 819E789D0993B8EA0E195C7B9265215689FC7A79 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD SCHNEIDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 UNIVERSITY DRIVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761073400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,304,568 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRIT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 480 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,033,539 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,845,719 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $313,919 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $464,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $539,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $579,989 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,854 | PYOtherRevenueAmt |
| CY Other Revenue | $53,857 | CYOtherRevenueAmt |
| PY Total Revenue | $2,919,315 | PYTotalRevenueAmt |
| CY Total Revenue | $4,943,652 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,112,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,373,986 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $611,566 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,446,054 | PYOtherExpensesAmt |
| CY Other Expenses | $2,503,616 | CYOtherExpensesAmt |
| PY Total Expenses | $4,558,064 | PYTotalExpensesAmt |
| CY Total Expenses | $4,877,602 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,638,749 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $66,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,725,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,069,732 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $237,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $215,553 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,487,455 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,854,179 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,215,563 | ExpenseAmt |
| Revenue | $120,468 | RevenueAmt |
| Desc | RESEARCH. BRIT'S RESEARCH PROGRAM IS THE FOUNDATIONAL ACTIVITY UPON WHICH THE INSTITUTE ACHIEVES ITS MISSION. BRIT ACTS AS A CATALYST WITHIN THE SCIENTIFIC COMMUNITY TO ADDRESS GLOBALLY CHALLENGING PROBLEMS BY USING VARIOUS BOTANICAL LENSES (TAXONOMY, ETHNOBOTANY, ECOLOGICAL/ENVIRONMENTAL, AND BIOMIMCRY). 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,274,402 | ExpenseAmt |
| Revenue | $114,347 | RevenueAmt |
| Desc | 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 GENERAL 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 SCIENCE RESEARCH-BASED BEST PRACTICES WITH HANDS-ON, REAL-WORLD LEARNING THROUGH OUTDOOR INQUIRY, PLACE-BASED EDUCATION, AND CULTURALLY RESPONSIVE TEACHING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $588,438 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $634,025 | ExpenseAmt |
| Revenue | $229,272 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $634,025 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $229,272 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,712,428 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8175468690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 UNIVERSITY DRIVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761073400 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MR GREG BIRD | ||||||
| CHAIRMAN OF THE BOARD | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR EDWARD P BASS | ||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR CRAIG HAMILTON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR R NOWELL DONOVAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR BRADFORD BARNES | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR WILLIAM BRENTLINGER | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JK ROOTER BRITE | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR STEPHEN COKE | ||||||
| FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOSEPH DEWOODY | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID H DIESSLIN | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR RANDALL C GIDEON | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS JENNIFER HARNISH | ||||||
| FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR RANDLE HARWOOD | ||||||
| FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR RICHARD A HENDERSON | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR BONNIE JACOBS | ||||||
| FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LOUIS JACOBS | ||||||
| FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR GRANT JAMES | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS ADELAIDE LEAVENS | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MRS SUSAN MEDINA | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JARRELL R MILBURN | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR DARREN NELSON | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAPT ROBERT J O'KENNON | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS ELAINE PETRUS | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR ANTHONY PRENGER | ||||||
| BOARD SHADOW, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR WALTER RAINWATER | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR DOUG RENFRO | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR ROGER RICE | ||||||
| FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS BARBARA RIVES | ||||||
| FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MICHAEL WILLIAMS | ||||||
| MEMBER, BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR EDWARD SCHNEIDER | ||||||
| PRESIDENT & EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $265,769 | $0 | $23,142 | |
| MS PAT HARRISON | ||||||
| SENIOR VICE PRESIDENT EDUCATION | 40.00 | Yes (X) | $123,734 | $0 | $13,917 | |
| MS BETH EDWARDS | ||||||
| VICE PRESIDENT FINANCE & OPERATIONS | 40.00 | Yes (X) | $41,462 | $0 | $2,520 | |
| DR PETER FRITSCH | ||||||
| VICE PRESIDENT RESEARCH & HERBARIUM DIRECTOR | 40.00 | Yes (X) | $91,027 | $0 | $8,685 | |
| MR CLEVE LANCASTER | ||||||
| VICE PRESIDENT DEVELOPMENT | 40.00 | Yes (X) | $70,436 | $0 | $7,253 | |
| MS CONNIE JOHNSON | ||||||
| ASSISTANT SECRETARY OF THE CORPORATION | 40.00 | Yes (X) | $54,983 | $0 | $8,715 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $647,411 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,232 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $150,576 | FundraisingAmt |
| Government Grants | $37,906 | GovernmentGrantsAmt |
| All Other Contributions | $3,657,237 | AllOtherContributionsAmt |
| Total Contributions | $3,845,719 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM AND EXHIBIT FEES | 712110 | $207,012 | $207,012 |
| PUBLICATION FEES | 511130 | $169,299 | $169,299 |
| ROYALTY INCOME | 511120 | $59,049 | $59,049 |
| FIELD SCHOOL AND CAMP FEES | 712110 | $27,562 | $27,562 |
| PROFESSIONAL DEVELOPMENT FEES | 611430 | $1,165 | $1,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $464,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $664,481 | TotalRevenueColumnAmt |
| Exclusion | $664,481 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,970 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,653 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,317 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,317 | TotalRevenueColumnAmt |
| Exclusion | $52,317 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,139,518 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,224,010 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$84,492 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$84,492 | TotalRevenueColumnAmt |
| Exclusion | -$84,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $120,253 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $150,576 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $120,253 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $1,480 | $1,480 |
| RECYCLING | 900099 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,540 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,943,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $464,087 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $633,846 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,643 | TotalAmt |
| Program Services | $467,132 | ProgramServicesAmt |
| Management And General | $186,729 | ManagementAndGeneralAmt |
| Fundraising | $57,782 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,327,563 | TotalAmt |
| Program Services | $987,261 | ProgramServicesAmt |
| Fundraising | $340,302 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,711 | TotalAmt |
| Program Services | $10,055 | ProgramServicesAmt |
| Fundraising | $6,656 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,569 | TotalAmt |
| Program Services | $109,917 | ProgramServicesAmt |
| Management And General | $7,838 | ManagementAndGeneralAmt |
| Fundraising | $37,814 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,500 | TotalAmt |
| Program Services | $121,295 | ProgramServicesAmt |
| Management And General | $9,965 | ManagementAndGeneralAmt |
| Fundraising | $31,240 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,002 | TotalAmt |
| Program Services | $4,015 | ProgramServicesAmt |
| Management And General | $5,630 | ManagementAndGeneralAmt |
| Fundraising | $357 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,955 | TotalAmt |
| Program Services | $19,652 | ProgramServicesAmt |
| Management And General | $27,556 | ManagementAndGeneralAmt |
| Fundraising | $1,747 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,425 | TotalAmt |
| Management And General | $160,425 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,141 | TotalAmt |
| Program Services | $21,333 | ProgramServicesAmt |
| Management And General | $29,912 | ManagementAndGeneralAmt |
| Fundraising | $1,896 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,491 | TotalAmt |
| Program Services | $34,517 | ProgramServicesAmt |
| Management And General | $268 | ManagementAndGeneralAmt |
| Fundraising | $62,706 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,986 | TotalAmt |
| Program Services | $174,082 | ProgramServicesAmt |
| Management And General | $35,792 | ManagementAndGeneralAmt |
| Fundraising | $14,112 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,032 | TotalAmt |
| Program Services | $104,608 | ProgramServicesAmt |
| Management And General | $682 | ManagementAndGeneralAmt |
| Fundraising | $2,742 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,909 | TotalAmt |
| Program Services | $115,909 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,693 | TotalAmt |
| Program Services | $222,395 | ProgramServicesAmt |
| Management And General | $606 | ManagementAndGeneralAmt |
| Fundraising | $692 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,663 | TotalAmt |
| Program Services | $71,285 | ProgramServicesAmt |
| Management And General | $24,174 | ManagementAndGeneralAmt |
| Fundraising | $7,204 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,748 | TotalAmt |
| Program Services | $8,824 | ProgramServicesAmt |
| Management And General | $6,680 | ManagementAndGeneralAmt |
| Fundraising | $4,244 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,706 | TotalAmt |
| Program Services | $895,706 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,518 | TotalAmt |
| Program Services | $59,841 | ProgramServicesAmt |
| Management And General | $10,677 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $248,065 | $228,543 | $10,242 | $9,280 |
| REPRESENTATION & PROGRA | $31,036 | $7,129 | $13,239 | $10,668 |
| DUES AND MEMBERSHIP | $30,908 | $10,553 | $12,948 | $7,407 |
| RECRUITING EXPENSE | $26,182 | $12,236 | $1,843 | $12,103 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,156 | TotalAmt |
| Program Services | $26,140 | ProgramServicesAmt |
| Management And General | $8,402 | ManagementAndGeneralAmt |
| Fundraising | $2,614 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,877,602 | TotalAmt |
| Program Services | $3,712,428 | ProgramServicesAmt |
| Management And General | $553,608 | ManagementAndGeneralAmt |
| Fundraising | $611,566 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,041,056 | BOYAmt |
| EOY | $2,173,818 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,467 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,360 | BOYAmt |
| EOY | $2,155,007 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,123 | BOYAmt |
| EOY | $40,895 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,833 | BOYAmt |
| EOY | $38,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,524,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,716,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,680,997 | BOYAmt |
| EOY | $19,808,354 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,902,601 | BOYAmt |
| EOY | $5,321,013 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,309,693 | BOYAmt |
| EOY | $47,532,477 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,725,130 | BOYAmt |
| EOY | $77,069,732 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,579 | BOYAmt |
| EOY | $184,767 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,096 | BOYAmt |
| EOY | $30,786 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,675 | BOYAmt |
| EOY | $215,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,834,816 | BOYAmt |
| EOY | $20,811,451 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,231,989 | BOYAmt |
| EOY | $6,660,866 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,420,650 | BOYAmt |
| EOY | $49,381,862 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,487,455 | BOYAmt |
| EOY | $76,854,179 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,725,130 | BOYAmt |
| EOY | $77,069,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $66,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,300,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN METHODIST UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800689 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION E, LINE 2A | BOTANICAL RESEARCH INSTITUTE OF TEXAS (BRIT) IS AN INTERNATIONAL BOTANICAL RESOURCE CENTER AND SUPPORTS THE HERBARIUM AND THE BOTANICAL LIBRARY KNOWN AS THE LLOYD H. SHINNERS COLLECTIONS IN SYSTEMATIC BOTANY WHICH IS ON PERMANENT LOAN TO BRIT FROM SOUTHERN METHODIST UNIVERSITY (SMU). THESE COLLECTIONS AND OTHERS THAT BRIT MAY OBTAIN BY GIFT, LOAN, PURCHASE, EXCHANGE OR FIELD COLLECTION WILL BE MADE AVAILABLE TO THE SCIENTIFIC COMMUNITY AND THE PUBLIC AS TOOLS FOR RESEARCH, EDUCATION AND CULTURAL ENHANCEMENT. |
| PART IV, SECTION E, LINE 2B | WITHOUT BRIT, SMU WOULD HAVE HAD TO MAINTAIN THESE COLLECTIONS IN ORDER TO MAKE THEM ACCESSIBLE TO THE SCIENTIFIC AND PUBLIC COMMUNITIES. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $18,500 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,386,963 | BeginningYearBalanceAmt |
| Contributions | $1,961,212 | ContributionsAmt |
| Investment Earnings Or Losses | $2,529,065 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,274,670 | OtherExpendituresAmt |
| End Year Balance | $54,602,570 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,594,277 | BeginningYearBalanceAmt |
| Contributions | $531,615 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,915,786 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $823,143 | OtherExpendituresAmt |
| End Year Balance | $51,386,963 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,962,713 | BeginningYearBalanceAmt |
| Contributions | $17,100,479 | ContributionsAmt |
| Investment Earnings Or Losses | $1,288,085 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $757,000 | OtherExpendituresAmt |
| End Year Balance | $53,594,277 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,300,363 | BeginningYearBalanceAmt |
| Contributions | $13,496,732 | ContributionsAmt |
| Investment Earnings Or Losses | $3,795,645 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $630,027 | OtherExpendituresAmt |
| End Year Balance | $35,962,713 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,825,278 | BeginningYearBalanceAmt |
| Contributions | $514 | ContributionsAmt |
| Investment Earnings Or Losses | $2,178,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $704,000 | OtherExpendituresAmt |
| End Year Balance | $19,300,363 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.90000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,049,150 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,342,251 | DepreciationAmt |
| Book Value | $18,706,899 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,475,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,373,956 | DepreciationAmt |
| Book Value | $1,101,455 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,808,354 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LONG TERM ASSETS | Desc |
| Book Value | $47,532,477 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,532,477 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $7,093,848 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,300,674 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $16,653 | OtherRevenueAmt |
| Revenue Not Reported | $2,317,327 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,776,521 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $167,131 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $167,131 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,943,652 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,727,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,653 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,653 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,710,471 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $167,131 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $167,131 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,877,602 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EXPENSE ITEMS RELATED TO RENTAL INCOME 16,653. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSE ITEMS RELATED TO RENTAL INCOME 16,653. |
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL EVENT | Event1Nm |
| Gross Receipts Event1 | $270,829 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $150,576 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $120,253 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $71,587 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,074 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $39,592 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $270,829 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $150,576 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $120,253 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $71,587 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,074 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,592 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $120,253 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR EDWARD SCHNEIDER | PersonNm |
| Title | PRESIDENT & EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $265,769 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,800 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,342 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $288,911 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BONNIE JACOBS(DIRECTOR) AND LOUIS JACOBS(DIRECTOR) : FAMILY RELATIONSHIP |
| 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. |