BOTANICAL RESEARCH INSTITUTE OF TEXAS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BOTANICAL RESEARCH INSTITUTE OF TEXAS INC (EIN 75-2198196)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201213189349301491
- Schema version
- 2011v1.2
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T10:19:07-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750807999 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPROLES WOODARD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 MAIN STREET SUITE 3250 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761025304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752198196 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTANICAL RESEARCH INSTITUTE OF TEXAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOTA | NameControl |
| Phone | 8173324441 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 UNIVERSITY DRIVE | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEYMOUR SOHMER | Name |
| Title | PRESIDENT | Title |
| Phone | 8173324441 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W DUKE | Name |
| PTIN | P00151313 | PTIN |
| Phone | 8173321328 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SEYMOUR SOHMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 UNIVERSITY DRIVE | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761073400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8681064 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BRIT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 41 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 15820 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -49101 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2989382 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7950820 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 57917 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20671 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 277716 | InvestmentIncomePriorYear |
| Investment Income Current Year | 329346 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 122476 | OtherRevenuePriorYear |
| Other Revenue Current Year | 120377 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3447491 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8421214 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1787958 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2204160 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 612469 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1508785 | OtherExpensePriorYear |
| Other Expenses Current Year | 2663471 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3296743 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4867631 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 150748 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3553583 | RevenuesLessExpensesCY |
| Total Assets BOY | 47914212 | TotalAssetsBOY |
| Total Assets EOY | 47607156 | TotalAssetsEOY |
| Total Liabilities BOY | 3657825 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 156106 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44256387 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 47451050 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 855488 | Expense |
| Revenue | 5125 | Revenue |
| Description | 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 BIOMEMICRY). 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1140289 | Expense |
| Revenue | 32774 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1417744 | Expense |
| Revenue | 39734 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 356165 | Expense |
| Grants | 0 | Grants |
| Revenue | 85987 | Revenue |
| Description | IN ADDITION TO THE SPECIFIC PROGRAMS DESCRIBED ON LINES 4A, 4B, AND 4C, BRIT PUBLISHES THE JOURNAL OF BOTANICAL RESEARCH INSTITUTE OF TEXAS, WHICH PRESENTS RESEARCH FROM BRIT RESEARCHERS AS WELL AS LEADING RESEARCHES FROM OTHER ORGANIZATIONS THROUGHOUT THE WORLD. BRIT ALSO PRODUCES MONOGRAPHS WRITTEN BY VARIOUS BOTANICAL RESEARCHERS AND PRODUCED THE ILLUSTRATED FLORA OF NORTH TEXAS AND THE ILLUSTRATED FLORA OF EAST TEXAS WHICH ARE LEADING WORKS IN TEXAS BOTANICAL EDUCATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 356165 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 85987 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3769686 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 41 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | PE | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA GRIMMER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8173324441 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 UNIVERSITY DRIVE | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761073400 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MARION TAYLOR BADEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRAD BARNES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KENNETH L BARR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARRY BARTEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EDWARD P BASS | ||||||
| DIRECTOR, VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| JANE BASS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DRAKE BENTHALL | ||||||
| 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 | |
| LUCY DARDEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID H DIESSLIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NOWELL DONOVAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ARTURO GOMEZ-POMPA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CRAIG HAMILTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RANDLE HARWOOD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LOUIS JACOBS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DARLENE MANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM MCKINNEY | ||||||
| DIRECTOR, CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| BOB MITCHELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THERESE MONCRIEF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN MURRIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDY NEEDHAM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BOB O KENNON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY PALKO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELAINE PETRUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALICE PUENTE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER RAINWATER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GAIL RAWL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG RENFRO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD SCHAFFER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD STEED | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN STEVENSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGE SUMNER | ||||||
| DIRECTOR, TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JOHN UBELAKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JERRI WATT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT RANSOM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREG BIRD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RANDALL GIDEON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SEYMOUR SOHMER | ||||||
| PRESIDENT | 50.00 | 193988 | 0 | 13638 | X | |
| JUDY JONES | ||||||
| SECRETARY | 50.00 | 64316 | 0 | 11446 | X | |
| PATRICIA HARRISON | ||||||
| VICE PRESIDENT | 50.00 | 86990 | 0 | 19451 | X | |
| CLEVE LANCASTER | ||||||
| VICE PRESIDENT | 50.00 | 86649 | 0 | 9274 | X | |
| WILL MCCLATCHEY | ||||||
| VICE PRESIDENT | 50.00 | 108038 | 0 | 6036 | X | |
| REBECCA GRIMMER | ||||||
| CFO | 50.00 | 66706 | 0 | 14491 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 606687 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 74336 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 276473 | FundraisingEvents |
| Government Grants | 717967 | GovernmentGrants |
| All Other Contributions | 6956380 | AllOtherContributions |
| Noncash Contributions | 166566 | NoncashContributions |
| Total Contributions | 7950820 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROFESSIONAL DEVELOPME | 611430 | 13071 | 13071 |
| EXHIBIT FEES | 712110 | 7600 | 7600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20671 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 322599 | TotalRevenueColumn |
| Exclusion | $322,599 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 27680 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4077 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 23603 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23603 | TotalRevenueColumn |
| Exclusion | $23,603 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4289 | Securities |
| Other | 4119 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1661 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2628 | Securities |
| Other | 4119 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6747 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 205826 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 276473 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 210375 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4549 | TotalRevenueColumn |
| Exclusion | -$4,549 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 65850 | GrossSalesOfInventory |
| Cost Of Goods Sold | 43737 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22113 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6293 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 15820 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICATION FEES | Description |
| Business Code | 511130 | BusinessCode |
| Total Revenue Column | 79210 | TotalRevenueColumn |
| Related Or Exempt Function Income | 79210 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 79210 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8421214 | TotalRevenueColumn |
| Related Or Exempt Function Income | 112921 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 15820 | UnrelatedBusinessRevenue |
| Exclusion | $341,653 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 606687 | Total |
| Program Services | 316856 | ProgramServices |
| Management And General | 178309 | ManagementAndGeneral |
| Fundraising | 111522 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1221509 | Total |
| Program Services | 1031570 | ProgramServices |
| Management And General | 71393 | ManagementAndGeneral |
| Fundraising | 118546 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56681 | Total |
| Program Services | 40528 | ProgramServices |
| Management And General | 8281 | ManagementAndGeneral |
| Fundraising | 7872 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176711 | Total |
| Program Services | 135007 | ProgramServices |
| Management And General | 22442 | ManagementAndGeneral |
| Fundraising | 19262 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142572 | Total |
| Program Services | 105218 | ProgramServices |
| Management And General | 19390 | ManagementAndGeneral |
| Fundraising | 17964 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20363 | Total |
| Program Services | 14004 | ProgramServices |
| Management And General | 4362 | ManagementAndGeneral |
| Fundraising | 1997 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35500 | Total |
| Management And General | 35500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48445 | Total |
| Management And General | 48445 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62805 | Total |
| Program Services | 31566 | ProgramServices |
| Management And General | 100 | ManagementAndGeneral |
| Fundraising | 31139 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56512 | Total |
| Program Services | 21546 | ProgramServices |
| Fundraising | 34966 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132190 | Total |
| Program Services | 118081 | ProgramServices |
| Management And General | 3125 | ManagementAndGeneral |
| Fundraising | 10984 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72626 | Total |
| Program Services | 62952 | ProgramServices |
| Management And General | 3632 | ManagementAndGeneral |
| Fundraising | 6042 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319846 | Total |
| Program Services | 279150 | ProgramServices |
| Management And General | 16017 | ManagementAndGeneral |
| Fundraising | 24679 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193193 | Total |
| Program Services | 185645 | ProgramServices |
| Management And General | 3073 | ManagementAndGeneral |
| Fundraising | 4475 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26098 | Total |
| Program Services | 20718 | ProgramServices |
| Management And General | 2465 | ManagementAndGeneral |
| Fundraising | 2915 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 993535 | Total |
| Program Services | 863382 | ProgramServices |
| Management And General | 51664 | ManagementAndGeneral |
| Fundraising | 78489 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65718 | Total |
| Program Services | 57109 | ProgramServices |
| Management And General | 3417 | ManagementAndGeneral |
| Fundraising | 5192 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| POSTAGE, PRINTING, & DU | 187951 | 144950 | 1307 | 41694 |
| REPRESENTATION & PROGRA | 148931 | 101399 | 2002 | 45530 |
| CONTRACTED SERVICES | 125416 | 121963 | 1371 | 2082 |
| MARKETING, MEDIA, & GRA | 102297 | 64747 | 1348 | 36202 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72045 | Total |
| Program Services | 53295 | ProgramServices |
| Management And General | 7833 | ManagementAndGeneral |
| Fundraising | 10917 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4867631 | Total |
| Program Services | 3769686 | ProgramServices |
| Management And General | 485476 | ManagementAndGeneral |
| Fundraising | 612469 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285515 | BOY |
| EOY | 3570330 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504500 | BOY |
| EOY | 1289813 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3599 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 32184 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16948 | BOY |
| EOY | 23863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26451908 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1565467 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21662148 | BOY |
| EOY | 24886441 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13481230 | BOY |
| EOY | 17800926 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11963871 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47914212 | BOY |
| EOY | 47607156 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3642289 | BOY |
| EOY | 123987 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15536 | BOY |
| EOY | 32119 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3657825 | BOY |
| EOY | 156106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22059195 | BOY |
| EOY | 29051654 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10915500 | BOY |
| EOY | 2108086 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11281692 | BOY |
| EOY | 16291310 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44256387 | BOY |
| EOY | 47451050 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47914212 | BOY |
| EOY | 47607156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3553583 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -358920 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN METHODIST UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800689 | EIN |
| Type Of Organization | 2 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $34,098 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 34098 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13459473 | BeginningOfYearBalance |
| Contributions | 5009618 | Contributions |
| Investment Earnings Or Losses | -82270 | InvestmentEarningsOrLosses |
| Other Expenditures | 561543 | OtherExpenditures |
| End Of Year Balance | 17825278 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12364183 | BeginningOfYearBalance |
| Contributions | 324 | Contributions |
| Investment Earnings Or Losses | 1487773 | InvestmentEarningsOrLosses |
| Other Expenditures | 392807 | OtherExpenditures |
| End Of Year Balance | 13459473 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9941484 | BeginningOfYearBalance |
| Contributions | 486 | Contributions |
| Investment Earnings Or Losses | 2767213 | InvestmentEarningsOrLosses |
| Other Expenditures | 345000 | OtherExpenditures |
| End Of Year Balance | 12364183 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12822368 | BeginningOfYearBalance |
| Contributions | 1072040 | Contributions |
| Investment Earnings Or Losses | -3697924 | InvestmentEarningsOrLosses |
| Other Expenditures | 255000 | OtherExpenditures |
| End Of Year Balance | 9941484 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23614860 | OtherCostOrOtherBasis |
| Depreciation | 631068 | Depreciation |
| Book Value | 22983792 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2837048 | OtherCostOrOtherBasis |
| Depreciation | 934399 | Depreciation |
| Book Value | 1902649 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24886441 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LONG TERM ASSETS | Description |
| Book Value | 17800926 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17800926 | TotalOfBookValueSecurities |
| Total Revenue | 8421214 | TotalRevenue |
| Total Expenses | 4867631 | TotalExpenses |
| Excess Or Deficit For Year | 3553583 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -358920 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -358920 | TotalAdjustments |
| Excess Or Deficit Per FS | 3194663 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8054702 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -358920 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -358920 | RevenueNotRptdF990 |
| Revenue Subtotal | 8413622 | RevenueSubtotal |
| Investment Expenses Not Included | 48445 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -40853 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7592 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8421214 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4860039 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 40853 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 40853 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4819186 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 48445 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 48445 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4867631 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSE ITEMS RELATED TO RENTAL INCOME AND INVENTORY SALES -40,853. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSE ITEMS RELATED TO RENTAL INCOME AND INVENTORY SALES 40,853. |
| PART III, LINE 1: 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. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 2 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | BOTANICAL RESEARCH | SpecificServicesProvided |
| Total Expenditures | 84327 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 84327 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 84327 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARD EXCELLENCE | NameOfEvent1 |
| Gross Receipts Event1 | 224666 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 162097 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 62569 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 9106 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 47661 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 650 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 3535 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FETE AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 257633 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 114376 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 143257 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 79149 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 20358 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 38751 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1400 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 9765 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 482299 | GrossReceiptsTotal |
| Charitable Contributions Total | 276473 | CharitableContributionsTotal |
| Gross Revenue Total Events | 205826 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 79149 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29464 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 86412 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2050 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 13300 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 210375 | DirectExpenseSummaryEvents |
| Net Income Summary | -4549 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEYMOUR SOHMER | NamePerson |
| Base Compensation Filing Org | 173988 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 20000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7292 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6346 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 207626 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 17000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR VALUATIONS | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1661 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET SALE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PROFESSIONAL SERVICES | 2 | 85756 | INVOICE COST |
| X | TRAVEL/ENTERTAINMENT GIFTS | 17 | 24802 | MARKET RATES/COSTS |
| X | FOOD/BEVERAGE GIFTS | 58 | 32917 | MARKET RATES/COSTS |
| X | GIFT CARDS,OTHER | 10 | 4430 | MARKET RATES/COSTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THIRD PARTY STOCK BROKER USED TO SELL SECURITIES RECEIVED AS CONTRIBUTIONS TO THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -358,920. | CHANGES IN NET ASSETS OR FUND BALANCES: |