2016-08-12T14:36:20-05:00 2015-12-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2015-01-01 752198196 BOTANICAL RESEARCH INSTITUTE OF TEXAS BOTA 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 EDWARD SCHNEIDER EXECUTIVE DIRECTOR 8173324441 2016-08-12 ROBERT W DUKE P00151313 8173321328 2015 2016-12-15 16:53:06Z EDWARD SCHNEIDER 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 3005290 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. 34 34 51 460 0 0 18856312 2033539 296970 313919 469460 539003 3499 32854 19626241 2919315 0 0 0 0 2370555 2112010 0 0 475033 2333978 2446054 4704533 4558064 14921708 -1638749 78581582 74725130 197008 237675 78384574 74487455 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 811000 10196 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. 1211780 59599 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. 1024363 3164 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. 403500 240960 403500 240960 3450643 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 29 0 51 1 0 0 0 0 0 1 1 0 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X PAT HARRISON 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 BRAD BARNES DIRECTOR 1.00 X 0 0 0 HARRY BARTEL DIRECTOR, CHAIRMAN 1.00 X X 0 0 0 EDWARD P BASS DIRECTOR, VICE CHAIRMAN 1.00 X X 0 0 0 WILLIAM BRENTLINGER DIRECTOR 1.00 X 0 0 0 GREG BIRD DIRECTOR, VICE CHAIRMAN 1.00 X X 0 0 0 ROOTER BRITE DIRECTOR 1.00 X 0 0 0 STEPHEN COKE DIRECTOR 1.00 X 0 0 0 GUNHILD CORBETT DIRECTOR 1.00 X 0 0 0 DWIGHT CUMMING DIRECTOR 1.00 X 0 0 0 JOSEPH P DEWOODY DIRECTOR 1.00 X 0 0 0 DAVID H DIESSLIN DIRECTOR 1.00 X 0 0 0 NOWELL DONOVAN DIRECTOR, SECRETARY 1.00 X X 0 0 0 RANDALL C GIDEON DIRECTOR 1.00 X 0 0 0 JENNIFER HARNISH DIRECTOR 1.00 X 0 0 0 CRAIG HAMILTON DIRECTOR, TREASURER 1.00 X X 0 0 0 RANDLE HARWOOD DIRECTOR 1.00 X 0 0 0 RICHARD A HENDERSON DIRECTOR 1.00 X 0 0 0 BONNIE JACOBS DIRECTOR 1.00 X 0 0 0 LOUIS JACOBS DIRECTOR 1.00 X 0 0 0 GRANT JAMES DIRECTOR 1.00 X 0 0 0 ADELAIDE LEAVENS DIRECTOR 1.00 X 0 0 0 SUSAN MEDINA DIRECTOR 1.00 X 0 0 0 JARRELL R MILBURN DIRECTOR 1.00 X 0 0 0 DARREN NELSON DIRECTOR 1.00 X 0 0 0 ROBERT J O'KENNON DIRECTOR 1.00 X 0 0 0 MARY G PALKO DIRECTOR 1.00 X 0 0 0 ELAINE PETRUS DIRECTOR 1.00 X 0 0 0 WALTER RAINWATER DIRECTOR 1.00 X 0 0 0 DOUG RENFRO DIRECTOR 1.00 X 0 0 0 ROGER RICE DIRECTOR 1.00 X 0 0 0 BARBARA RIVES DIRECTOR 1.00 X 0 0 0 WHITNEY SMITH DIRECTOR 1.00 X 0 0 0 GEORGE SUMNER DIRECTOR 1.00 X 0 0 0 MICHAEL WILLIAMS DIRECTOR 1.00 X 0 0 0 CONNIE JOHNSON SECRETARY 50.00 X 57762 0 6718 PATRICIA HARRISON INTERIM PRESIDENT 50.00 X 157425 0 11847 WILL MCCLATCHEY VICE PRESIDENT 50.00 X 30574 0 1695 REBECCA GRIMMER VICE PRESIDENT, CFO 50.00 X 83407 0 11055 MELISSA MITCHELL VICE PRESIDENT 50.00 X 75000 0 337 404168 0 31652 1 0 1 0 0 136080 95905 1801554 418 2033539 PUBLICATION FEES 511130 240960 240960 FIELD SCHOOL AND CAMP 712110 30806 30806 PROFESSIONAL DEVELOPME 611430 16295 16295 RESEARCH SERVICES 541712 10196 10196 PROGRAM AND EXHIBIT FE 712110 2900 2900 12762 12762 313919 539003 539003 59035 26812 32223 32223 32223 418 418 0 0 58745 136080 58745 0 VENDING SNACK SALES 900099 418 418 RECYCLING 900099 213 213 631 2919315 313919 0 571857 435820 221913 144751 69156 1334724 1189669 46003 99052 37276 32923 1273 3080 147948 136554 3311 8083 156242 142235 3570 10437 7751 7751 25320 25320 195419 195419 37715 32692 2120 2903 11720 7046 4674 73334 66729 1266 5339 168849 70177 4215 94457 93632 93632 264079 239135 13685 11259 97364 91590 1189 4585 14366 9911 3341 1114 922736 839690 47982 35064 70539 55629 12587 2323 RECRUITING EXPENSE 114295 98 114197 POSTAGE,PRINTING,DUPLIC 96366 58877 133 37356 CONTRACT SERVICES 85758 83915 672 1171 MARKETING,MEDIA & GRAPH 61256 12232 49024 105555 65996 3603 35956 4558064 3450643 632388 475033 2789706 2041056 620975 749467 10992960 802360 22281 207123 15647 31833 26503783 5822786 21566913 20680997 14718039 19902601 27855061 30309693 78581582 74725130 165247 216579 31761 21096 197008 237675 X 24263758 21834816 7231781 5231989 46889035 47420650 78384574 74487455 78581582 74725130 -1638749 -2258370 0 X 0 1 X 1 0 X X X 1 SOUTHERN METHODIST UNIVERSITY 750800689 2 1 1024063 0 1 1024063 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 53594277 531615 -1915786 823143 51386963 35962713 17100479 1288085 757000 53594277 19300363 13496732 3795645 630027 35962713 17825278 514 2178571 704000 19300363 13459473 5009618 -82270 561543 17825278 0.92000 0.08000 0 0 23640682 3509946 20130736 2863101 2312840 550261 20680997 LONG TERM ASSETS 30309693 F 30309693 492338 -2258370 26812 -2231558 2723896 195419 195419 2919315 4389457 26812 26812 4362645 195419 195419 4558064 PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ITEMS RELATED TO RENTAL INCOME 26,812. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ITEMS RELATED TO RENTAL INCOME 26,812. PART III, LINE I: 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 194825 136080 58745 20950 28913 7727 1155 194825 136080 58745 20950 28913 7727 1155 58745 0 X X X X X 1 0 0 0 0 0 0 0 0 PATRICIA HARRISON INTERIM PRESIDENT 157425 0 0 0 0 0 5019 0 6828 0 169272 0 0 0 FORM 990, PART III, LINE 4D: 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 FORM 990, PART VI, SECTION A, LINE 2 BONNIE JACOBS(DIRECTOR) AND LOUIS JACOBS(DIRECTOR) : FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 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 OFFICE. FEDERAL ELECTION: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION BOTANICAL RESEARCH INSTITUTE 1700 UNIVERSITY DRIVE FORT WORTH, TX 76107 EIN: 75-2198196 FOR THE YEAR ENDING DECEMBER 31, 2015 BOTANICAL RESEARCH INSTITUTE OF TEXAS IS MAKING THE DE MINIMIS HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).