BOTANICAL RESEARCH INSTITUTE OF TEXAS INC (EIN 752198196) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

PATRICK NEWMAN

Phone

8173324441

Tax Period

2024-01-01 to 2024-12-31

BOTANICAL RESEARCH INSTITUTE OF TEXAS INC, founded in 1987, is a mid-sized nonprofit in the Science & Technology sector that reported $22.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.6M, a strong 25% operating margin.

Mission

EXPLORE, DISCOVER, ENGAGE: WE EXPLORE THE CRITICALLY IMPORTANT WORLD OF PLANTS, COLLABORATE TO DISCOVER THE ROLE THEY PLAY IN OUR CULTURAL AND NATURAL ENVIRONMENTS, AND ENGAGE PEOPLE TO CONSERVE NATURE AND IMPROVE THE HUMAN EXPERIENCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,752,020

Program Service Revenue $3,993,031

Investment Income $358,639

Other Revenue $2,173,321

TOTAL REVENUE $22,277,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,820,238

Fundraising Expenses $700,408

Program Expenses $13,793,338

Other Expenses $7,846,114

TOTAL EXPENSES $16,666,352

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,277,011	$18,995,939	+0.2%
Expenses	$16,666,352	$15,200,002	+0.1%
Net Income	$5,610,659	$3,795,937	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

162

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$963,353

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR GREG BIRD	IMMEDICATE PAST CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
MR EDWARD P BASS	VICE CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
MR CRAIG HAMILTON	TREASURER	1.00	Officer Director	$0	$0	$0
DR R NOWELL DONOVAN	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
MR G CLARK KEMBLE	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR MICHAEL MALONE	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR WILLIAM BRENTLINGER	CHAIRMAN OF THE BOARD	4.00	Officer Director	$0	$0	$0
MR STEVEN BRAUER JR	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR KACEY CORNELIUS	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MS KRISTIN ODOM	CHAIRMAN OF THE BOARD ELECT	1.00	Director	$0	$0	$0
MS ELIZABETH COMELSEN	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MS LAUREN ASHTON MONCRIEF	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MS DEBBIE REYNOLDS	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MS ESTELA MARTINEZ	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
CAPT BOB O'KENNON	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
MR WILLIAM WELDER	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR PATRICK REDDELL	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR ERIC REED	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR BRAD BARNES	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR H TERRY SIEGEL	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR NICHOLAS WANZOR	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MS ELIZABETH WADDILL	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MS JESSICA MCEACHERN	ADVISORY MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR GREGORY FITZGERALD	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR BOURKE HARVEY	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MS GAIL LANDRETH	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR JONATHAN CRANZ	MEMBER, BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MR PATRICK NEWMAN	CEO & EXECUTIVE DIRECTOR	50.00	Officer	$352,620	$24,417	$377,037
MR ROBERT BYERS	EXECUTIVE VICE PRESIDENT	50.00	Officer	$158,921	$9,048	$167,969
DR PETER FRITSCH	VICE PRESIDENT RESEARCH & HERBARIUM DIRECTOR	50.00	Officer	$130,816	$18,309	$149,125
MS KERI BARFIELD	CFO	50.00	Officer	$124,684	$14,965	$139,649
MS SARA RICHARDSON	VICE PRESIDENT OF ADVANCEM	50.00	Officer	$120,309	$9,264	$129,573

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$22,277,011	$16,666,352	$21,814,749	$5,610,659
2023	$18,995,939	$15,200,002	$16,865,748	$3,795,937
2022	$19,151,570	$14,748,630	$12,649,652	$4,402,940
2021	$12,840,800	$10,977,263	$6,415,209	$1,863,537
2020	$8,144,757	$6,443,191	$4,148,007	$1,701,566
2019	$9,187,104	$5,092,726	$2,980,821	$4,094,378
2018	$5,346,439	$5,476,874	$22,987,571	$-130,435

BOTANICAL RESEARCH INSTITUTE OF TEXAS INC