TEXAS BIOMEDICAL RESEARCH INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS BIOMEDICAL RESEARCH INSTITUTE (EIN 74-1109630)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-23
- IRS object ID
- 201242979349300714
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-23T15:15:57-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109630 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS BIOMEDICAL RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 2102589400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 NW Loop 410 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78227 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kenneth Trevett | Name |
| Title | President | Title |
| Phone | 2102589404 | Phone |
| Date Signed | 2012-10-23 | DateSigned |
| 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 | Kenneth P Trevett | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Same as C above | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66088928 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.txbiomed.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Texas Biomedical Research Institute is dedicated to improving the health of our global community through innovative biomedical research. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 424 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 52245798 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 58486057 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5628325 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4078281 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5455540 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2356578 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 763409 | OtherRevenuePriorYear |
| Other Revenue Current Year | 855979 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 64093072 | TotalRevenuePriorYear |
| Total Revenue Current Year | 65776895 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 249733 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 166697 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28765956 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29998382 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 768977 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28803982 | OtherExpensePriorYear |
| Other Expenses Current Year | 28109635 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57819671 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58274714 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6273401 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7502181 | RevenuesLessExpensesCY |
| Total Assets BOY | 205453712 | TotalAssetsBOY |
| Total Assets EOY | 198416357 | TotalAssetsEOY |
| Total Liabilities BOY | 58520485 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46322163 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 146933227 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 152094194 | NetAssetsOrFundBalancesEOY |
| Mission Description | Texas Biomedical Research Institute is dedicated to improving the health of the global community through innovative biomedical research. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21032764 | Expense |
| Grants | 113051 | Grants |
| Revenue | 686733 | Revenue |
| Description | The Genetics Department worked to identify those genes and combination of genes linked to many complex human diseases such as diabetes, cardiovascular disease, obesity, malaria, mental illness, osteoporosis, malaria, and kidney disease. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21489139 | Expense |
| Grants | 0 | Grants |
| Revenue | 282393 | Revenue |
| Description | The Southwest National Primate Research Center provides animals that serve as resources to the research of Texas Biomed and other national institutions. It also carries out research itself in the development of animals as research tools in human diseases. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8334165 | Expense |
| Grants | 53646 | Grants |
| Revenue | 3109154 | Revenue |
| Description | The Department of Virology and Immunology develops vaccines, diagnostic and surveillance strategies, and therapeutics against viral pathogens through basic and applied research. Researchers examine how viruses replicate and propagate so as to identify their weaknesses. They also study how the immune system recognizes a virus and how to best stimulate immune response to clear viral infection. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 82335 | Revenue |
| Description | This includes internal sales, litigation proceeds and miscellaneous income | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 82335 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 50856068 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 331 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 424 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jean M Frazier | NamePerson |
| Telephone Number | 2102589404 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 NW Loop 410 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78227 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| John R Hurd | ||||||||
| Chairman | 2 | X | X | 0 | 0 | 0 | ||
| Lewis J Moorman III | ||||||||
| Vice Chairman | 1 | X | X | 0 | 0 | 0 | ||
| James B Smith Jr | ||||||||
| Secretary | 1 | X | X | 0 | 0 | 0 | ||
| Rex Amini | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Curt Anastasio | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Edward H Austin Jr | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard N Azar II | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| J Dan Bates | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ronald K Calgaard | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Julian Castro | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Robert M Cavender | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Phyllis Slick Cowell | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Barbara B Dreeben | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Walter Embrey | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| John W Feik | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Emory Alexander Hamilton | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| George C Hixon | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Claudia Huntington | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Abigail G Kampmann | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard Kardys | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| John C Kerr | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| William R Klesse | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Carolyn H Labatt | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Milton B Lee | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Mark Pitman Mays | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joe C McKinney | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Lewis J Moorman IV | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| John E Newman Jr | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ricardo Romo | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard Schlosberg | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Marsha M Shields | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Charles Urschel Slick | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| David S Weiss | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Edward E Whitacre Jr | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| James P Zachry | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Kenneth P Trevett | ||||||||
| President and CEO | 40 | X | 346808 | 0 | 46096 | |||
| John L VandeBerg | ||||||||
| Chief Scientific Officer | 40 | X | 373537 | 0 | 40716 | |||
| Jean M Frazier | ||||||||
| Chief Financial Officer | 40 | X | 254631 | 0 | 32349 | |||
| Sarah Williams-Blangero | ||||||||
| Chair, Department of Genetics | 40 | 241908 | 0 | 29825 | X | |||
| Jean L Patterson | ||||||||
| Chair, Dept. of Virology and Immunology | 40 | 232390 | 0 | 43607 | X | |||
| Larry B Cummins | ||||||||
| Chief Veterinarian | 40 | 215723 | 0 | 35759 | X | |||
| Gregory M L Patterson | ||||||||
| V.P. Research Operations | 40 | 210650 | 0 | 33425 | X | |||
| John C Blangero | ||||||||
| Scientist, Genetics | 40 | 266582 | 0 | 30194 | X | |||
| Robert E Lanford | ||||||||
| Scientist, Virology and Immunology | 40 | 236906 | 0 | 36591 | X | |||
| Robert E Shade | ||||||||
| Associate Scientific Officer | 40 | 244140 | 0 | 29210 | X | |||
| B Corbett Christie | ||||||||
| V.P. Institutional Advancement | 40 | 234240 | 0 | 37129 | X | |||
| Thomas M Folks | ||||||||
| Assoc. Dir. Research Resources | 40 | 212760 | 0 | 16838 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3070275 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 411739 | TotalOtherCompensation |
| Number Individuals GT100 K | 50 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Brandt Companies | |||||
| Box 29559 | Dallas | TX | 75229 | HVAC Contractor | 710781 |
| Smith Protection | |||||
| PO BOX 802649 | Dallas | TX | 75380 | Security services | 411968 |
| Whiting Turner Contracting | |||||
| 300 East Joppa Rd | Baltimore | MD | 21286 | Construction | 869953 |
| FKP Architects | |||||
| 8 Greenway Plaza Suite 300 | Houston | TX | 77046 | Architects | 516026 |
| Turner Construction Company | |||||
| 14607 San Pedro Ave Suite 120 | San Antonio | TX | 78297 | Construction | 490416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 1871013 | RelatedOrganizations |
| Government Grants | 37948082 | GovernmentGrants |
| All Other Contributions | 18666962 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 58486057 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Research Contracts | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 4078281 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4078281 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4078281 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1083289 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,083,289 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 879887 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $879,887 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193419 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 299662 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -106243 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -106243 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$106,243 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1285660 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 12371 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1285660 | Securities |
| Other | -12371 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1273289 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,273,289 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Litigation proceeds | 900099 | 4656 | 4656 | 0 | $0 |
| Internal Services | 900099 | 77503 | 77503 | 0 | $0 |
| Miscellaneous Income | 900099 | 176 | 176 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 82335 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65776895 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4160616 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,130,222 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166697 | Total |
| Program Services | 166697 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1928715 | Total |
| Program Services | 955479 | ProgramServices |
| Management And General | 973236 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21407726 | Total |
| Program Services | 19278352 | ProgramServices |
| Management And General | 1626900 | ManagementAndGeneral |
| Fundraising | 502474 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630168 | Total |
| Program Services | 1484853 | ProgramServices |
| Management And General | 115071 | ManagementAndGeneral |
| Fundraising | 30244 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3573267 | Total |
| Program Services | 3294834 | ProgramServices |
| Management And General | 192813 | ManagementAndGeneral |
| Fundraising | 85620 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1458506 | Total |
| Program Services | 1341363 | ProgramServices |
| Management And General | 97437 | ManagementAndGeneral |
| Fundraising | 19706 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126270 | Total |
| Management And General | 126270 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158975 | Total |
| Management And General | 158975 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53230 | Total |
| Management And General | 53230 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4467092 | Total |
| Program Services | 3977438 | ProgramServices |
| Management And General | 442550 | ManagementAndGeneral |
| Fundraising | 47104 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50215 | Total |
| Program Services | 50215 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12733715 | Total |
| Program Services | 10693704 | ProgramServices |
| Management And General | 1982817 | ManagementAndGeneral |
| Fundraising | 57194 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70197 | Total |
| Program Services | 61543 | ProgramServices |
| Management And General | -2590 | ManagementAndGeneral |
| Fundraising | 11244 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1891953 | Total |
| Program Services | 1704366 | ProgramServices |
| Management And General | 185652 | ManagementAndGeneral |
| Fundraising | 1935 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512062 | Total |
| Program Services | 493958 | ProgramServices |
| Management And General | 15593 | ManagementAndGeneral |
| Fundraising | 2511 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159854 | Total |
| Program Services | 113620 | ProgramServices |
| Management And General | 38019 | ManagementAndGeneral |
| Fundraising | 8215 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7225113 | Total |
| Program Services | 6961168 | ProgramServices |
| Management And General | 261508 | ManagementAndGeneral |
| Fundraising | 2437 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303430 | Total |
| Program Services | 278478 | ProgramServices |
| Management And General | 24659 | ManagementAndGeneral |
| Fundraising | 293 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Uncollectible Accounts | Description |
| Total | 357529 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 357529 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58274714 | Total |
| Program Services | 50856068 | ProgramServices |
| Management And General | 6649669 | ManagementAndGeneral |
| Fundraising | 768977 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10125266 | BOY |
| EOY | 11881452 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39509150 | BOY |
| EOY | 38871236 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6786962 | BOY |
| EOY | 3624216 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142933 | BOY |
| EOY | 456243 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 127737596 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 79729348 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51648396 | BOY |
| EOY | 48008248 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35009760 | BOY |
| EOY | 28381309 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58236193 | BOY |
| EOY | 62002387 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3995052 | BOY |
| EOY | 5191266 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205453712 | BOY |
| EOY | 198416357 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17116358 | BOY |
| EOY | 17082160 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41404127 | BOY |
| EOY | 29240003 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58520485 | BOY |
| EOY | 46322163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104806103 | BOY |
| EOY | 98227448 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23717996 | BOY |
| EOY | 35085994 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18409128 | BOY |
| EOY | 18780752 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146933227 | BOY |
| EOY | 152094194 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205453712 | BOY |
| EOY | 198416357 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7502181 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2341214 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15422790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5000994 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42300597 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57874123 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62564338 | CurrentTaxYear |
| Total | 183162842 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15422790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5000994 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42300597 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57874123 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62564338 | CurrentTaxYear |
| Total | 183162842 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6173 | AmountsSubstContributorsTotal |
| Public Support Total170 | 183156669 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2738924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4577535 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4792464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5415657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2156595 | CurrentTaxYear |
| Total | 19681175 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 136952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 324420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90410 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82336 | CurrentTaxYear |
| Total | 634118 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 203478135 | TotalSupport |
| Public Support Pertcentage170 | 0.90013 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.8523 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Line 10. In all years this other income represents internal sales, litigation proceeds and miscellaneous income. | GeneralExplanation |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $68,230 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 68230 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | As one of eight national primate research resource centers funded by the NIH, Texas Biomed uses lobbyists in Washington DC to explain the important need for primates in medical research to legislators and their staff. With the recent activities of animal rights groups, this has become especially important. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18409128 | BeginningOfYearBalance |
| Contributions | 159000 | Contributions |
| Investment Earnings Or Losses | 312944 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 100320 | AdministrativeExpenses |
| End Of Year Balance | 18780752 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18281262 | BeginningOfYearBalance |
| Contributions | 84868 | Contributions |
| Investment Earnings Or Losses | 601437 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 510238 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 48201 | AdministrativeExpenses |
| End Of Year Balance | 18409128 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15838184 | BeginningOfYearBalance |
| Contributions | 2443078 | Contributions |
| Investment Earnings Or Losses | 1853147 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1853147 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 18281262 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19609720 | BeginningOfYearBalance |
| Contributions | 933637 | Contributions |
| Investment Earnings Or Losses | -4705173 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 15838184 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 374530 | OtherCostOrOtherBasis |
| Book Value | 374530 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 47826376 | OtherCostOrOtherBasis |
| Depreciation | 26126261 | Depreciation |
| Book Value | 21700115 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 70750938 | OtherCostOrOtherBasis |
| Depreciation | 50290805 | Depreciation |
| Book Value | 20460133 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8785752 | OtherCostOrOtherBasis |
| Depreciation | 3312282 | Depreciation |
| Book Value | 5473470 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48008248 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Silchester Investors | 17012805 | F |
| Semper Vic Gardner Russo | 15616024 | F |
| Axiom International | 4714632 | F |
| Mondrian | 4364704 | F |
| Brandywine | 4250101 | F |
| Fir Tree International | 2917820 | F |
| Davidson Kempner | 2665708 | F |
| Other Investments | 10460593 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 62002387 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Investment Committee has authorized management to take 4% of a 12 trailing quarter average to support operations, including the provision of internal research funding and capital equipment. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The footnote excerpt reads: Management has analyzed the tax positions taken by Texas Biomed and has concluded that as of December 31, 2011, there are no uncertain positions taken or expected to be taken. Texas Biomed has recogized 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Research Fellowships | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 166697 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | Cash | MethodOfValuation |
| Description Of Non Cash Assistance | None | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchI_P01_S00_L02 | Schedule I, Part I, Line 2 | Those who receive the fellowships work onsite at Texas Biomed and their work is monitored by staff. |
| SchI_P03_S00_L00 | Schedule I, Part III | Fellowship Grants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kenneth P Trevett | |||||||||||||
| 343244 | 0 | 0 | 0 | 3564 | 0 | 30029 | 0 | 16067 | 0 | 392904 | 0 | 0 | |
| John L VandeBerg | |||||||||||||
| 369836 | 0 | 0 | 0 | 3701 | 0 | 33781 | 0 | 6935 | 0 | 414253 | 0 | 0 | 9059 |
| Jean M Frazier | |||||||||||||
| 252340 | 0 | 0 | 0 | 2291 | 0 | 18519 | 0 | 13830 | 0 | 286980 | 0 | 0 | 0 |
| John C Blangero | |||||||||||||
| 265292 | 0 | 0 | 0 | 1290 | 0 | 22051 | 0 | 8143 | 0 | 296776 | 0 | 0 | 0 |
| Sarah Williams-Blangero | |||||||||||||
| 241123 | 0 | 0 | 0 | 785 | 0 | 21846 | 0 | 7979 | 0 | 271733 | 0 | 0 | 0 |
| Robert E Lanford | |||||||||||||
| 233844 | 0 | 0 | 0 | 3062 | 0 | 21717 | 0 | 14874 | 0 | 273497 | 0 | 0 | 0 |
| Jean L Patterson | |||||||||||||
| 230202 | 0 | 0 | 0 | 2188 | 0 | 21328 | 0 | 22279 | 0 | 275997 | 0 | 0 | 0 |
| Robert E Shade | |||||||||||||
| 240223 | 0 | 0 | 0 | 3917 | 0 | 21808 | 0 | 7402 | 0 | 273350 | 0 | 0 | 0 |
| B Corbett Christie | |||||||||||||
| 232130 | 0 | 0 | 0 | 2110 | 0 | 21446 | 0 | 15683 | 0 | 271369 | 0 | 0 | 0 |
| Larry B Cummins | |||||||||||||
| 212014 | 0 | 0 | 0 | 3709 | 0 | 19901 | 0 | 15858 | 0 | 251482 | 0 | 0 | 0 |
| Thomas M Folks | |||||||||||||
| 209909 | 0 | 0 | 0 | 2851 | 0 | 14694 | 0 | 2144 | 0 | 229598 | 0 | 0 | 0 |
| Gregory M L Patterson | |||||||||||||
| 208798 | 0 | 0 | 0 | 1853 | 0 | 19072 | 0 | 14353 | 0 | 244076 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | First class airfare is permitted if it meets the conditions stated in the NIH travel guidelines, primarily on international flights over a specified duration. Kenneth Trevett has use of a Texas Biomed auto as part of his compensation. He pays taxes on the personal portion of the use of the car. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The Executive Committee serves at the entity that reviews the compensation of the CEO and evaluates his performance. Salary surveys and the Form 990 of similar organizations are used as a basis of salary comparison. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | The CEO, Chief Scientific Officer and the Chief Financial Officer are all eligible to participate in a SERP plan. The CEO's SERP was $12,879, The CSO's SERP was $11,731, and the CFO's was $882. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | James B Smith Jr | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | See Part V | Relationship |
| Amount Of Transaction | 68222 | AmountOfTransaction |
| Description Of Transaction | See Part V | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchL_P04_S00_L00 | Identifier |
| Return Reference | Schedule L, Part IV | ReturnReference |
| Explanation | James B. Smith, Jr., is a partner in the firm of Cox Smith and also a Texas Biomed trustee. Texas Biomed used Cox Smith for legal advice, including the services of Mr. Smith. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Four trustees are related. Mr. Lewis J. Moorman III (vice chair) and Ms. Phyllis Cowell are first cousins. Susan Kerr, wife of trustee John Kerr, is Mr. Lewis J. Moorman III's sister, and also Ms. Cowell's cousin. Mr. Lewis J. Moorman IV is the son of Mr. Lewis J. Moorman III. All share in undivided royalty interests of the Tom Slick Estate, along with Texas Biomed. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Form 990 is provided to all Board members prior to the Board meeting where the Form 990 is presented. All questions are answered before the Board approves the filing of the Form 990. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Staff gathers and reviews the required conflict of interest disclosure 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. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | At the Executive Committee meeting where the budget is approved, the committee also determines any changes in compensation for the upcoming year for the CEO, CFO, Chief Scientific Officer, and Chief Development Officer. They are provided with information from salary surveys and the performance evaluations, where appropriate. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | All are made available upon written request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | This amount reflects unrealized investment losses. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tom Slick Memorial Trust for SW Fdn for Rsch and Ed | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Box 760549 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782450549 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 127225475 | EIN |
| Primary Activities | Oil and gas revenues to support Texas Biomed | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSection |
| Public Charity Status | 509 (A) (3) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Biomedical Research Institute | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evestra Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 NW Loop 410 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261404970 | EIN |
| Primary Activity | Research on women's health drugs | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 2958334 | ShareOfEOYAssets |
| Percentage Ownership | 0.5164 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Evestra Inc | ||
| a-iv | 107215 | Fair market value for space leased with a written lease agreement in place. |
| Evestra Inc | ||
| d | 750000 | Texas Biomed put a loan in place with Evestra in 2011. |
| Tom Slick Memorial Trust for SW Fdn for Rsch and Ed | ||
| c | 1871013 | Actual cash |
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