2017-11-13T10:42:53-06:00 2016-12-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2016-01-01 752198196 BOTANICAL RESEARCH INSTITUTE OF TEXAS BOTA 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 EDWARD SCHNEIDER EXECUTIVE DIRECTOR 8173324441 2017-11-08 STEVE HEAD P00291429 8173321328 12.237.171.194 2017-11-08 14:08:19 CS P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 819E789D0993B8EA0E195C7B9265215689FC7A79 2016 2017-02-10 21:41:12Z EDWARD SCHNEIDER 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 7304568 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. 29 29 53 480 0 0 2033539 3845719 313919 464087 539003 579989 32854 53857 2919315 4943652 0 0 0 0 2112010 2373986 0 0 611566 2446054 2503616 4558064 4877602 -1638749 66050 74725130 77069732 237675 215553 74487455 76854179 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 1215563 120468 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. 1274402 114347 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. 588438 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. 634025 229272 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. 634025 229272 3712428 1 1 0 0 0 0 0 1 0 1 1 1 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 0 0 0 0 0 0 0 0 0 1 39 0 53 1 0 0 0 0 0 1 1 0 0 X 29 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BETH EDWARDS 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 SECRETARY 1.00 X X 0 0 0 MR BRADFORD BARNES MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM BRENTLINGER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JK ROOTER BRITE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR STEPHEN COKE FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER 1.00 X 0 0 0 MR JOSEPH DEWOODY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR DAVID H DIESSLIN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR RANDALL C GIDEON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS JENNIFER HARNISH FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER 1.00 X 0 0 0 MR RANDLE HARWOOD FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER 1.00 X 0 0 0 MR RICHARD A HENDERSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DR BONNIE JACOBS FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER 1.00 X 0 0 0 DR LOUIS JACOBS FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER 1.00 X 0 0 0 MR GRANT JAMES MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS ADELAIDE LEAVENS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MRS SUSAN MEDINA MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JARRELL R MILBURN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR DARREN NELSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CAPT ROBERT J O'KENNON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS ELAINE PETRUS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ANTHONY PRENGER BOARD SHADOW, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WALTER RAINWATER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR DOUG RENFRO MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ROGER RICE FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER 1.00 X 0 0 0 MS BARBARA RIVES FOUNDING ORGANIZATIONAL DIRECTOR, MEMBER 1.00 X 0 0 0 DR MICHAEL WILLIAMS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DR EDWARD SCHNEIDER PRESIDENT & EXECUTIVE DIRECTOR 50.00 X 265769 0 23142 MS PAT HARRISON SENIOR VICE PRESIDENT EDUCATION 40.00 X 123734 0 13917 MS BETH EDWARDS VICE PRESIDENT FINANCE & OPERATIONS 40.00 X 41462 0 2520 DR PETER FRITSCH VICE PRESIDENT RESEARCH & HERBARIUM DIRECTOR 40.00 X 91027 0 8685 MR CLEVE LANCASTER VICE PRESIDENT DEVELOPMENT 40.00 X 70436 0 7253 MS CONNIE JOHNSON ASSISTANT SECRETARY OF THE CORPORATION 40.00 X 54983 0 8715 647411 0 64232 2 0 1 0 0 150576 37906 3657237 3845719 PROGRAM AND EXHIBIT FEES 712110 207012 207012 PUBLICATION FEES 511130 169299 169299 ROYALTY INCOME 511120 59049 59049 FIELD SCHOOL AND CAMP FEES 712110 27562 27562 PROFESSIONAL DEVELOPMENT FEES 611430 1165 1165 464087 664481 664481 68970 16653 52317 52317 52317 2139518 2224010 -84492 -84492 -84492 120253 150576 120253 0 MISCELLANEOUS INCOME 900099 1480 1480 RECYCLING 900099 60 60 1540 4943652 464087 0 633846 711643 467132 186729 57782 1327563 987261 340302 16711 10055 6656 155569 109917 7838 37814 162500 121295 9965 31240 10002 4015 5630 357 48955 19652 27556 1747 160425 160425 53141 21333 29912 1896 97491 34517 268 62706 223986 174082 35792 14112 108032 104608 682 2742 115909 115909 223693 222395 606 692 102663 71285 24174 7204 19748 8824 6680 4244 895706 895706 70518 59841 10677 CONTRACT SERVICES 248065 228543 10242 9280 REPRESENTATION & PROGRA 31036 7129 13239 10668 DUES AND MEMBERSHIP 30908 10553 12948 7407 RECRUITING EXPENSE 26182 12236 1843 12103 37156 26140 8402 2614 4877602 3712428 553608 611566 2041056 2173818 749467 802360 2155007 207123 40895 31833 38168 26524561 6716207 20680997 19808354 19902601 5321013 30309693 47532477 74725130 77069732 216579 184767 21096 30786 237675 215553 X 21834816 20811451 5231989 6660866 47420650 49381862 74487455 76854179 74725130 77069732 66050 2300674 0 X 0 1 X 1 0 X X X 1 SOUTHERN METHODIST UNIVERSITY 750800689 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 18500 X X X 0 51386963 1961212 2529065 1274670 54602570 53594277 531615 -1915786 823143 51386963 35962713 17100479 1288085 757000 53594277 19300363 13496732 3795645 630027 35962713 17825278 514 2178571 704000 19300363 0.90000 0.10000 0 0 22049150 3342251 18706899 4475411 3373956 1101455 19808354 LONG TERM ASSETS 47532477 F 47532477 7093848 2300674 16653 2317327 4776521 167131 167131 4943652 4727124 16653 16653 4710471 167131 167131 4877602 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. ANNUAL EVENT 270829 150576 120253 71587 9074 39592 270829 150576 120253 71587 9074 39592 120253 0 1 X X X X X 0 0 0 0 0 0 0 0 0 DR EDWARD SCHNEIDER PRESIDENT & EXECUTIVE DIRECTOR 265769 0 0 0 0 0 16800 0 6342 0 288911 0 0 0 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.