TEXAS BIOMEDICAL RESEARCH INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS BIOMEDICAL RESEARCH INSTITUTE (EIN 74-1109630)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349307837
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T15:46:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS BIOMEDICAL RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 2102589400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 760549 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78245 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR BRUCE EDWARDS | PersonNm |
| Person Title | EXECUTIVE VP, CFO | PersonTitleTxt |
| Phone | 2102589400 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MR BRUCE EDWARDS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 760549 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78245 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $103,250,605 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TXBIOMED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TEXAS BIOMED IS PIONEERING AND SHARING SCIENTIFIC BREAKTHROUGHS THAT PROTECT YOU, YOUR FAMILIES AND OUR GLOBAL COMMUNITY FROM THE THREAT OF INFECTIOUS DISEASES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 549 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $76,663,106 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,875,011 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,560,145 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,295,876 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,348,231 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,378,655 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,673,358 | PYOtherRevenueAmt |
| CY Other Revenue | $1,633,803 | CYOtherRevenueAmt |
| PY Total Revenue | $83,244,840 | PYTotalRevenueAmt |
| CY Total Revenue | $75,183,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $534,251 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $497,338 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,519,097 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,057,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $948,392 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,709,070 | PYOtherExpensesAmt |
| CY Other Expenses | $46,093,036 | CYOtherExpensesAmt |
| PY Total Expenses | $83,762,418 | PYTotalExpensesAmt |
| CY Total Expenses | $94,648,073 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$517,578 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,464,728 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $246,678,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $366,564,882 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $95,649,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $224,671,517 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $151,029,442 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $141,893,365 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TEXAS BIOMED IS PIONEERING AND SHARING SCIENTIFIC BREAKTHROUGHS THAT PROTECT YOU, YOUR FAMILIES AND OUR GLOBAL COMMUNITY FROM THE THREAT OF INFECTIOUS DISEASES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,526,116 | ExpenseAmt |
| Revenue | $857,875 | RevenueAmt |
| Desc | THE SOUTHWEST NATIONAL PRIMATE RESEARCH CENTER PROVIDES ANIMALS THAT SERVE AS RESOURCES TO THE RESEARCH OF TEXAS BIOMED AND OTHER NATIONAL INSTITUTES. IT ALSO CARRIES OUT RESEARCH ITSELF IN THE DEVELOPMENT OF ANIMALS AS A RESEARCH TOOL IN HUMAN DISEASES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,259,249 | ExpenseAmt |
| Grant | $497,338 | GrantAmt |
| Revenue | $1,625,470 | RevenueAmt |
| Desc | TEXAS BIOMED PERFORMS RESEARCH ON INFECTIOUS DISEASES AND ASSOCIATED CHRONIC CONDITIONS THAT INCREASE SUSCEPTIBILITY TO INFECTION. THESE INCLUDE BASIC RESEARCH OF HOST AND PATHOGEN BIOLOGY, GENETICS, IMMUNOLOGY AND PHYSIOLOGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $51,785,365 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 549 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVA ZEPEDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102589400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 760549 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78245 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR JAMES JAMO RUBIN | |||||||||
| VICE CHAIRMAN | 1.00 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR C COLLINS ANDY ANDERSON III | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR JAMES B JAMIE SMITH JR | |||||||||
| SECRETARY | 1.00 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR REX AMINI | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR DAVID Q BATES JR | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $98,346 | $0 | $0 | |||
| MR DAVID BOHNE | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR CRAIG BOYAN | |||||||||
| CHAIRMAN | 2.00 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR ROBERT M BOBBY CAVENDER | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR HENRY CISNEROS | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR JOHN COWELL | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DR CRAIG FRANCES | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MRS ASHLEY HIXON | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MRS ABIGAIL G KAMPMANN | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR JOHN C KERR | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DR MITCHELL KRONENBERG | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MRS CAROLYN H LABATT | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR DAN MILLER | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR LEWIS J LEW MOORMAN IV | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DR DACIA NAPIER | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DR GEORGE PEOPLES JR | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR AL RAJWANI | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MRS CORINNA RICHTER | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MRS JENNA SAUCEDO-HERRERA | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR JEFF SINNOTT | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR LANE RIGGS | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MRS SHERYL SCULLEY | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MRS MARSHA M SHIELDS | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR CHARLES CHUCK URSCHEL SLICK | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR JOE STRAUS III | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MR JOHN B ZACHRY | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MS ALLISON ZELLER | |||||||||
| TRUSTEE | 1.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DR LARRY SCHLESINGER | |||||||||
| PRESIDENT, CEO | 40.00 | 1.00 | Yes (X) | $794,181 | $0 | $67,540 | |||
| MR BRUCE EDWARDS | |||||||||
| EXECUTIVE VP, CFO | 40.00 | 1.00 | Yes (X) | $465,009 | $0 | $74,493 | |||
| DR CORY HALLAM | |||||||||
| EXECUTIVE VP, ASI | 40.00 | $341,482 | $0 | $54,714 | Yes (X) | ||||
| MRS CORINNA ROSS | |||||||||
| DIRECTOR, SNPRC | 40.00 | $291,873 | $0 | $55,006 | Yes (X) | ||||
| MR JOHN MARTY HEANER JR | |||||||||
| VP, IT AND CTO | 40.00 | $286,062 | $0 | $49,038 | Yes (X) | ||||
| MRS REBECCA MADERE | |||||||||
| VP, HUMAN RESOURCES | 40.00 | $288,988 | $0 | $40,769 | Yes (X) | ||||
| MR MATT MAJORS | |||||||||
| VP, OPERATIONS | 40.00 | $265,861 | $0 | $55,323 | Yes (X) | ||||
| MRS SHELLEY COLE | |||||||||
| INTERIM VP, RESEARCH | 40.00 | $241,841 | $0 | $51,150 | Yes (X) | ||||
| DR DEEPAK KAUSHAL | |||||||||
| PROFESSOR (RESEARCH) | 40.00 | $335,813 | $0 | $55,040 | Yes (X) | ||||
| DR JORDI TORRELLES | |||||||||
| PROFESSOR (RESEARCH) | 40.00 | $277,278 | $0 | $33,802 | Yes (X) | ||||
| DR TIMOTHY ANDERSON | |||||||||
| PROFESSOR (RESEARCH) | 40.00 | $270,440 | $0 | $49,069 | Yes (X) | ||||
| DR RICARDO CARRION JR | |||||||||
| PROFESSOR (ASI) | 40.00 | $260,407 | $0 | $48,282 | Yes (X) | ||||
| DR EDWARD DICK JR | |||||||||
| PROFESSOR (VETERINARIAN) | 40.00 | $262,492 | $0 | $25,064 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,480,073 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $659,290 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 80 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALTERMAN INC | |||||
| PO BOX 700490 | SAN ANTONIO | TX | 78270 | ELECTRICAL CONSTRUCTION | $5,163,226 |
| SPAWGLASS CONTRACTORS INC | |||||
| 9331 CORPORATE DR | SCHERTZ | TX | 78154 | CONSTRUCTION | $3,854,430 |
| FISHER SCIENTIFIC | |||||
| PO BOX 404705 | ATLANTA | GA | 30384 | LAB SUPPLIES | $2,568,705 |
| JOERIS GENERAL CONTRACTORS LLC | |||||
| 823 ARION PARKWAY | SAN ANTONIO | TX | 78216 | CONSTRUCTION | $1,787,961 |
| FLAD & ASSOCIATES INC | |||||
| 644 SCIENCE DR | MADISON | WI | 53711 | ARCHITECT | $1,323,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,724,990 | RelatedOrganizationsAmt |
| Government Grants | $61,783,690 | GovernmentGrantsAmt |
| All Other Contributions | $5,366,331 | AllOtherContributionsAmt |
| Total Contributions | $68,875,011 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH CONTRACTS | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $1,295,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,295,876 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,295,876 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,564,705 | TotalRevenueColumnAmt |
| Exclusion | $2,564,705 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $971,262 | TotalRevenueColumnAmt |
| Exclusion | $971,262 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $91,145 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $618,485 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$527,340 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$527,340 | TotalRevenueColumnAmt |
| Exclusion | -$527,340 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,258,951 | SecuritiesAmt |
| Other | $3,774 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,436,947 | SecuritiesAmt |
| Other | $11,828 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $822,004 | SecuritiesAmt |
| Other | -$8,054 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $813,950 | TotalRevenueColumnAmt |
| Exclusion | $813,950 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $1,189,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,187,469 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,189,881 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,183,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,483,345 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,824,989 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,338 | TotalAmt |
| Program Services | $497,338 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,423,329 | TotalAmt |
| Program Services | $1,882,830 | ProgramServicesAmt |
| Management And General | $1,540,499 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,830,044 | TotalAmt |
| Program Services | $19,819,706 | ProgramServicesAmt |
| Management And General | $14,626,195 | ManagementAndGeneralAmt |
| Fundraising | $384,143 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,625,351 | TotalAmt |
| Program Services | $1,699,096 | ProgramServicesAmt |
| Management And General | $897,152 | ManagementAndGeneralAmt |
| Fundraising | $29,103 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,614,695 | TotalAmt |
| Program Services | $3,110,632 | ProgramServicesAmt |
| Management And General | $1,455,219 | ManagementAndGeneralAmt |
| Fundraising | $48,844 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,280 | TotalAmt |
| Program Services | $1,494,389 | ProgramServicesAmt |
| Management And General | $1,043,845 | ManagementAndGeneralAmt |
| Fundraising | $26,046 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,341 | TotalAmt |
| Program Services | $20,785 | ProgramServicesAmt |
| Management And General | $545,684 | ManagementAndGeneralAmt |
| Fundraising | $872 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,506 | TotalAmt |
| Program Services | $11,920 | ProgramServicesAmt |
| Management And General | $150,586 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,013 | TotalAmt |
| Program Services | $140,013 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,283 | TotalAmt |
| Program Services | $276,283 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,675,024 | TotalAmt |
| Program Services | $3,981,008 | ProgramServicesAmt |
| Management And General | $4,386,513 | ManagementAndGeneralAmt |
| Fundraising | $307,503 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,972 | TotalAmt |
| Program Services | $24,868 | ProgramServicesAmt |
| Management And General | $251,480 | ManagementAndGeneralAmt |
| Fundraising | $22,624 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,981 | TotalAmt |
| Program Services | $457,675 | ProgramServicesAmt |
| Management And General | $384,755 | ManagementAndGeneralAmt |
| Fundraising | $31,551 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,294,346 | TotalAmt |
| Program Services | $270,555 | ProgramServicesAmt |
| Management And General | $3,021,264 | ManagementAndGeneralAmt |
| Fundraising | $2,527 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,452,993 | TotalAmt |
| Program Services | $3,708 | ProgramServicesAmt |
| Management And General | $2,449,285 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,118 | TotalAmt |
| Program Services | $292,709 | ProgramServicesAmt |
| Management And General | $188,952 | ManagementAndGeneralAmt |
| Fundraising | $19,457 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,390 | TotalAmt |
| Program Services | $107,819 | ProgramServicesAmt |
| Management And General | $74,571 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,516,096 | TotalAmt |
| Program Services | $10,110 | ProgramServicesAmt |
| Management And General | $4,505,986 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,092,503 | TotalAmt |
| Program Services | $7,528,705 | ProgramServicesAmt |
| Management And General | $552,967 | ManagementAndGeneralAmt |
| Fundraising | $10,831 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,401 | TotalAmt |
| Management And General | $934,401 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAB/PROGRAM SUPPLIES | $6,619,987 | $5,272,947 | $1,347,040 | |
| RESEARCH EXPENSES | $4,446,624 | $4,446,624 | ||
| REPAIRS | $1,667,327 | $216,405 | $1,450,222 | $700 |
| SUBSCRIPTIONS | $746,811 | $242 | $704,861 | $41,708 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,320 | TotalAmt |
| Program Services | $218,998 | ProgramServicesAmt |
| Management And General | $1,402,839 | ManagementAndGeneralAmt |
| Fundraising | $22,483 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,648,073 | TotalAmt |
| Program Services | $51,785,365 | ProgramServicesAmt |
| Management And General | $41,914,316 | ManagementAndGeneralAmt |
| Fundraising | $948,392 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,128 | BOYAmt |
| EOY | $25,534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,115,915 | BOYAmt |
| EOY | $8,956,620 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,088,920 | BOYAmt |
| EOY | $3,426,066 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,862,505 | BOYAmt |
| EOY | $14,587,109 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,634,142 | BOYAmt |
| EOY | $5,583,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $240,089,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,920,431 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,272,449 | BOYAmt |
| EOY | $115,169,181 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,903,218 | BOYAmt |
| EOY | $46,904,541 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,765,987 | BOYAmt |
| EOY | $46,643,918 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,002,314 | BOYAmt |
| EOY | $125,268,212 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,678,578 | BOYAmt |
| EOY | $366,564,882 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,477,758 | BOYAmt |
| EOY | $34,840,112 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,944 | BOYAmt |
| EOY | $1,679,173 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,182,005 | BOYAmt |
| EOY | $136,447,531 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,052,856 | BOYAmt |
| EOY | $51,661,614 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,573 | BOYAmt |
| EOY | $43,087 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,649,136 | BOYAmt |
| EOY | $224,671,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,490,673 | BOYAmt |
| EOY | $91,985,783 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,538,769 | BOYAmt |
| EOY | $49,907,582 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,029,442 | BOYAmt |
| EOY | $141,893,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,678,578 | BOYAmt |
| EOY | $366,564,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,464,728 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,328,651 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,525,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,658,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,301,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,663,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,875,011 | CurrentTaxYearAmt |
| Total | $286,024,084 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,525,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,658,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,301,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,663,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,875,011 | CurrentTaxYearAmt |
| Total | $286,024,084 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $286,024,084 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $977,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,779,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,184,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,351,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,627,112 | CurrentTaxYearAmt |
| Total | $10,920,325 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $410,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $856,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,145,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,189,881 | CurrentTaxYearAmt |
| Total | $4,038,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $300,983,167 | TotalSupportAmt |
| Public Support CY170 | 0.95030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME REPRESENTS MISCELLANEOUS INCOME. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $41,667 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $98,346 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $140,013 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DIRECT CONTACT: TEXAS BIOMED HIRED PROFESSIONAL FIRMS TO LOBBY ON ITS BEHALF AT THE LOCAL, STATE, AND FEDERAL LEVELS. OTHER ACTIVITIES: TEXAS BIOMED HIRED CONSULTANTS TO IDENTIFY POTENTIAL STATE AND FEDERAL FUNDING OPPORTUNITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $10,782,355 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | LEASED TO THE ARGYLE | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,150,003 | BeginningYearBalanceAmt |
| Contributions | $218,055 | ContributionsAmt |
| Investment Earnings Or Losses | $9,728,639 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,453,105 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,201,620 | OtherExpendituresAmt |
| End Year Balance | $86,441,972 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,330,196 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,361,688 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $840,709 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,701,172 | OtherExpendituresAmt |
| End Year Balance | $84,150,003 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,731,628 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$14,283,589 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,138,874 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,978,970 | OtherExpendituresAmt |
| End Year Balance | $76,330,195 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,621,586 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,422,670 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,184,137 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,128,491 | OtherExpendituresAmt |
| End Year Balance | $96,731,628 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,221,193 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,295,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,493,133 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,402,079 | OtherExpendituresAmt |
| End Year Balance | $94,621,586 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.55090 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,111,843 | OtherCostOrOtherBasisAmt |
| Book Value | $2,111,843 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,284,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,023,555 | DepreciationAmt |
| Book Value | $66,261,087 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,827,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,896,876 | DepreciationAmt |
| Book Value | $26,930,460 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,865,791 | OtherCostOrOtherBasisAmt |
| Book Value | $19,865,791 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,169,181 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (14 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARES DIRECT SR LENDING FUND III | $309,345 | F |
| ARROWSTREET INVESTORS | $2,497,762 | F |
| ARTISAN PARTNERS FUND | $3,446,797 | F |
| BIOPHARMA CREDIT V | $1,694,438 | F |
| BRECKINRIDGE CAPITAL | $9,390,112 | F |
| D.E. SHAW | $5,830,831 | F |
| HARDMAN JOHNSTON | $4,414,917 | F |
| HIGHBRIDGE TACTICAL | $1,997,131 | F |
| HUDSON BAY INT'L FUND | $1,137,882 | F |
| NS PARTNERS EMERGING | $2,287,290 | F |
| PIMCO FUND | $1,932,550 | F |
| SILCHESTER | $5,991,222 | F |
| VALINOR CAPITAL PART | $63,037 | F |
| WELLINGTON | $5,650,604 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,643,918 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUNDS HELD IN TRUST BY OTHERS | $122,418,085 |
| RIGHT OF USE ASSET | $28,266 |
| INVESTMENT IN EVESTRA | $2,821,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $125,268,212 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $43,087 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,087 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | LAND, BUILDINGS, AND EQUIPMENT NOT USED IN THE RESEARCH OPERATIONS OF TEXAS BIOMED ARE IDENTIFIED SEPARATELY AND VALUED AT COST. CURRENTLY, THIS IS LIMITED TO PROPERTY LEASED TO THE ARGYLE CLUB (THE ARGYLE). THE ARGYLE IS A NONPROFIT ORGANIZATION OPERATED AS A SOCIAL WELFARE ORGANIZATION. MEMBERSHIP IN THE ARGYLE REQUIRES INITIAL AND ANNUAL CONTRIBUTIONS TO TEXAS BIOMED. TEXAS BIOMED LEASES A BUILDING, ITS CONTENTS, SURROUNDING LAND, AND A PARKING LOT TO THE ARGYLE FOR A MONTHLY RENTAL OF $6,000. |
| PART V, LINE 4: | THE PRIMARY INVESTMENT OBJECTIVE IS TO PRESERVE FINANCIAL ASSETS GENERATED THROUGH DONOR GIFTS, SO THAT THE PROCEEDS MAY BE DISTRIBUTED FOR THE PURPOSES INTENDED BY THE DONORS AND TO THE BENEFIT OF TEXAS BIOMED. THE BOARD OF TRUSTEES HAS ADOPTED A SPENDING FORMULA FOR DETERMINING THE MAXIMUM THAT CAN BE EXPENDED ANNUALLY, WHICH IS 4% OF THE TRAILING 12-QUARTER ROLLING AVERAGE VALUE OF THE ENDOWMENT FUNDS, COMPUTED ANNUALLY. THE BOARD TEMPORARILY INCREASED THE SPENDING FORMULA TO 5.75% FOR 2024. |
| PART X, LINE 2: | MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY TEXAS BIOMED AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. TEXAS BIOMED HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. TEXAS BIOMED IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $18,237 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH | $49,846 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RESEARCH | $9,824 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $13,391 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $19,912 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTEMENTS | $3,135,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,246,223 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,246,223 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRAD STUDENT STIPENDS & TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 19 | RecipientCnt |
| Cash Grant | $497,338 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL INDIVIDUALS RECEIVING GRANTS WORK ONSITE AND ARE REVIEWED BY MANAGER WITH RESPONSIBILITY FOR THE GRANT PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR LARRY SCHLESINGER | ||||||||||||||
| PRESIDENT, CEO | $706,657 | $0 | $83,333 | $0 | $4,191 | $0 | $50,600 | $0 | $16,940 | $0 | $861,721 | $0 | $0 | $0 |
| MR BRUCE EDWARDS | ||||||||||||||
| EXECUTIVE VP, CFO | $364,626 | $0 | $99,141 | $0 | $1,242 | $0 | $50,673 | $0 | $23,820 | $0 | $539,502 | $0 | $0 | $0 |
| DR CORY HALLAM | ||||||||||||||
| EXECUTIVE VP, ASI | $295,370 | $0 | $45,000 | $0 | $1,112 | $0 | $24,150 | $0 | $30,564 | $0 | $396,196 | $0 | $0 | $0 |
| DR DEEPAK KAUSHAL | ||||||||||||||
| PROFESSOR (RESEARCH) | $310,667 | $0 | $23,904 | $0 | $1,242 | $0 | $27,342 | $0 | $27,698 | $0 | $390,853 | $0 | $0 | $0 |
| MRS CORINNA ROSS | ||||||||||||||
| DIRECTOR, SNPRC | $267,472 | $0 | $23,888 | $0 | $513 | $0 | $24,197 | $0 | $30,809 | $0 | $346,879 | $0 | $0 | $0 |
| MR JOHN MARTY HEANER JR | ||||||||||||||
| VP, IT AND CTO | $282,498 | $0 | $0 | $0 | $3,564 | $0 | $23,423 | $0 | $25,615 | $0 | $335,100 | $0 | $0 | $0 |
| MRS REBECCA MADERE | ||||||||||||||
| VP, HUMAN RESOURCES | $257,983 | $0 | $29,951 | $0 | $1,054 | $0 | $23,279 | $0 | $17,491 | $0 | $329,758 | $0 | $0 | $0 |
| MR MATT MAJORS | ||||||||||||||
| VP, OPERATIONS | $265,145 | $0 | $0 | $0 | $716 | $0 | $24,763 | $0 | $30,560 | $0 | $321,184 | $0 | $0 | $0 |
| DR TIMOTHY ANDERSON | ||||||||||||||
| PROFESSOR (RESEARCH) | $255,468 | $0 | $11,432 | $0 | $3,540 | $0 | $24,707 | $0 | $24,362 | $0 | $319,509 | $0 | $0 | $0 |
| DR JORDI TORRELLES | ||||||||||||||
| PROFESSOR (RESEARCH) | $254,343 | $0 | $21,825 | $0 | $1,110 | $0 | $22,417 | $0 | $11,385 | $0 | $311,080 | $0 | $0 | $0 |
| DR RICARDO CARRION JR | ||||||||||||||
| PROFESSOR (ASI) | $232,303 | $0 | $27,022 | $0 | $1,082 | $0 | $24,025 | $0 | $24,256 | $0 | $308,688 | $0 | $0 | $0 |
| MRS SHELLEY COLE | ||||||||||||||
| INTERIM VP, RESEARCH | $239,148 | $0 | $0 | $0 | $2,693 | $0 | $22,720 | $0 | $28,430 | $0 | $292,991 | $0 | $0 | $0 |
| DR EDWARD DICK JR | ||||||||||||||
| PROFESSOR (VETERINARIAN) | $258,952 | $0 | $0 | $0 | $3,540 | $0 | $23,350 | $0 | $1,713 | $0 | $287,555 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE SERVES AS THE ENTITY THAT REVIEWS THE COMPENSATION OF THE CEO AND EVALUATES HIS PERFORMANCE. SALARY SURVEYS ARE USED AS A BASIS OF SALARY COMPARISON. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| GREATER TEXAS CULTURAL EDUCATION FINANCE FACILITIES CORPORATION | ||||||||
| A | 273906171 | 39237QBU8 | 2024-07-23 | $103,656,294 | SEE PART VI | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| B | 273866124 | 74442PSZ9 | 2021-09-15 | $35,458,210 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $105,008,159 | $1,293,946 | $932,888 | $6,580,495 | $96,200,831 | 0 | 0 | 0 | Yes (1) | |
| B | $36,349,742 | $890,283 | $440,996 | $17,174,211 | $844,252 | 0 | Yes (1) | 0 | Yes (1) | $17,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COLUMN A: PART I, LINE A, COLUMN F | THE BONDS WERE ISSUED TO FINANCE OR REFINANCED CAPITAL IMPROVEMENTS ON THE BORROWER'S CAMPUS, TO PROVIDE CAPITALIZED INTEREST AND TO PAY COSTS OF ISSUANCE. |
| COLUMN A: PART II, LINE 3 | THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. |
| COLUMN A: PART III, LINE 7 | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| COLUMN B: PART 1, LINE A, COLUMN F | THE BONDS WERE ISSUED FOR THE PURPOSE OF CURRENT REFUNDING A LINE OF CREDIT WITH FROST BANK PURSUANT TO A LOAN AGREEMENT, DATED AUGUST 25, 2017 AND TO FINANCE CAPITAL IMPROVEMENTS ON THE BORROWER'S CAMPUS. |
| COLUMN B: PART II, LINE 3 | THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. |
| COLUMN B: PART IV, LINE 2B | THE CURRENT REFUNDING PORTION OF THE BONDS MET THE 6 MONTH EXCEPTION TO REBATE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR DAVID Q BATES JR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $98,346 | TransactionAmt |
| Transaction | CONSULTING SERVICES AS A GOVERNMENTAL AFFAIRS LIAISON | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | *MR. REX AMINI (TRUSTEE) HAS A BUSINESS RELATIONSHIP WITH MR. JOHN C. KERR (TRUSTEE). *MR. JAMES B. (JAMIE) SMITH, JR. (TRUSTEE) IS VICE CHAIR-TEXAS AT DYKEMA. TEXAS BIOMED HAS A BUSINESS RELATIONSHIP WITH DYKEMA. *MR. JOE STRAUS III (TRUSTEE) HAS A BUSINESS RELATIONSHIP WITH MR. JOHN B. ZACHRY (TRUSTEE). *MR. JOHN COWELL (TRUSTEE) HAS A BUSINESS RELATIONSHIP WITH MR. LEWIS J. (LEW) MOORMAN IV (TRUSTEE). |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THOROUGH REVIEW AND APPROVAL OF THE FORM 990 BY THE AUDIT COMMITTEE, THE FORM WAS TRANSMITTED ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | STAFF GATHERS AND REVIEWS THE REQUIRED CONFLICT OF INTEREST DISCLOSURE FORMS FROM ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE AUDIT AND COMPLIANCE COMMITTEE IS MADE AWARE OF ANY DISCLOSURES AND INITIATES ANY REQUIRED FOLLOW-UP. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION. AT THE EXECUTIVE COMMITTEE MEETING WHERE THE BUDGET IS DISCUSSED, THE COMMITTEE ALSO DETERMINES ANY CHANGES IN COMPENSATION FOR THE UPCOMING YEAR FOR OFFICERS. THEY ARE PROVIDED WITH INFORMATION FROM SALARY SURVEYS AND THE PERFORMANCE EVALUATIONS OF THESE STAFF, WHERE APPROPRIATE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 AND OTHER ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE INSTITUTION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM SLICK MEMORIAL TRUST FOR SW FDN FOR RSCH AND ED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 760549 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782450549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237225475 | EIN |
| Primary Activities | OIL AND GAS REVENUES TO SUPPORT TEXAS BIOMED | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS BIOMEDICAL RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM SLICK MEMORIAL TRUST FOR SW FDN FOR RSCH AND ED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,724,990 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL COST | MethodOfAmountDeterminationTxt |
Comments