TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY (EIN 20-1014851)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-10
IRS object ID
201802539349300305
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-10T06:26:13-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN742981758PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Dunagan Jack LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13724 Jefferson Street Suite 307AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201014851EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Academy of Medicine EngineeringBusinessNameLine1Txt
Business Name Line2and Science of TexasBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlACADBusinessNameControlTxt
Phone5122324211PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13925 West Braker Lane Suite 38018AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78759ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMary Beth MaddoxPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2018-09-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole PowellPreparerPersonNm
PTINP00543197PTIN
Phone5124208997PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMary Beth MaddoxPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13925 West Braker Lane 38018AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78759ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,693,846GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tamest.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTAMEST brings the State's top scientific, academic and corporate minds together to further position Texas as a national research leader.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$662,200PYContributionsGrantsAmt
CY Contributions Grants$635,150CYContributionsGrantsAmt
PY Program Service Revenue$750PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$497,202PYInvestmentIncomeAmt
CY Investment Income$910,576CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,160,152PYTotalRevenueAmt
CY Total Revenue$1,545,726CYTotalRevenueAmt
PY Grants And Similar Paid$100,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$75,000CYGrantsAndSimilarPaidAmt
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CY Total Fundraising Expense$17,477CYTotalFundraisingExpenseAmt
PY Other Expenses$1,311,378PYOtherExpensesAmt
CY Other Expenses$1,306,088CYOtherExpensesAmt
PY Total Expenses$1,411,378PYTotalExpensesAmt
CY Total Expenses$1,388,088CYTotalExpensesAmt
PY Revenues Less Expenses-$251,226PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$157,638CYRevenuesLessExpensesAmt
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Total Assets EOY$15,200,589TotalAssetsEOYAmt
Total Liabilities BOY$61,296TotalLiabilitiesBOYAmt
Total Liabilities EOY$88,468TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,378,605NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,112,121NetAssetsOrFundBalancesEOYAmt
MissionTo provide broader recognition of the State's top achievers in medicine, engineering and science, and to build a stronger identity for Texas as an important destination and center of achievement in these fields.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$365,327ExpenseAmt
Desc2017 Annual Conference: Building a Sustainable Future for Texas. The conference examined key issues like energy, health, water and transportation and the challenges we face ensuring an equitable, efficient supply of them in the coming century.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$193,399ExpenseAmt
Grant$75,000GrantAmt
DescThe O'Donnell Awards annually recognize rising Texas researchers who are addressing the essential role that science and technology play in society, and whose work meets the highest standards of exemplary professional performance, creativity and resourcefulness. Through these awards, TAMEST promotes broader awareness of the State's top achievers in medicine, engineering and science, and builds a stronger identity for Texas as an important desitnation and center of achievement in these fields. Every year, TAMEST recognizes these emerging researchers at its annual conference.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$123,583ExpenseAmt
DescThe TAMEST Shale Task Force report - "Environmental and Community Impacts of Shale Development in Texas" - collects the best science available and summarizes what has been learned about the impacts of shale oil and natural gas development. The task force convened by TAMEST is a first-of-its-kind, comprehensive review of scientific research and related findings regarding the impacts of shale oil and gas production in Texas with a focus on six key areas: seismicity, land, air, water, transportation, and economic and social impacts.Desc
FieldValueIRS element (for citing)
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PersonJan LongPersonNm
Phone5122324211PhoneNum

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CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78759ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Gordon England
President1.000.00Yes (X)Yes (X)$0$0$0
Amelie Ramirez
Vice President1.000.00Yes (X)Yes (X)$0$0$0
David Russell
Past President1.000.00Yes (X)Yes (X)$0$0$0
Kenneth Arnold
Treasurer1.000.00Yes (X)Yes (X)$0$0$0
Brendan Lee
Treasurer-Elect1.000.00Yes (X)Yes (X)$0$0$0
Danny Reible
Secretary1.000.00Yes (X)Yes (X)$0$0$0
Thomas Caskey
Director1.000.00Yes (X)$0$0$0
Francisco Cigarroa
Director1.000.00Yes (X)$0$0$0
Brian Clark
Director1.000.00Yes (X)$0$0$0
Melanie Cobb
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Bonnie Dunbar
Director1.000.00Yes (X)$0$0$0
Peter Hotez
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Danny Jacobs
Director1.000.00Yes (X)$0$0$0
David Mangelsdorf
Director1.000.00Yes (X)$0$0$0
David Meltzer
Director1.000.00Yes (X)$0$0$0
Bob Metcalfe
Director1.000.00Yes (X)$0$0$0
Antonios Mikos
Director1.000.00Yes (X)$0$0$0
Sharon Wood
Director1.000.00Yes (X)$0$0$0
Mary Beth Maddox
Executive Dir.40.000.00Yes (X)$152,070$0$24,294
FieldValueIRS element (for citing)
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Total Other Compensation$24,294TotalOtherCompensationAmt
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Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The University of TexasBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 University StationAddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78712ZIPCd
FieldValueIRS element (for citing)
ServicesContract servicesServicesDesc
Compensation$752,628CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$330,000MembershipDuesAmt
All Other Contributions$305,150AllOtherContributionsAmt
Total Contributions$635,150TotalContributionsAmt
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Total Revenue Column$466,062TotalRevenueColumnAmt
Exclusion$466,062ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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Gain Or Loss GainOrLossGrp

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Securities$444,514SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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Total Revenue Column$444,514TotalRevenueColumnAmt
Exclusion$444,514ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

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Net Income Or Loss NetIncomeOrLossGrp

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FieldValueIRS element (for citing)
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Total Revenue TotalRevenueGrp

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Total Revenue Column$1,545,726TotalRevenueColumnAmt
Exclusion$910,576ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$75,000TotalAmt
Program Services$75,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

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Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

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Comp Disqual Persons CompDisqualPersonsGrp

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Other Salaries And Wages OtherSalariesAndWagesGrp

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Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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Payroll Taxes PayrollTaxesGrp

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Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

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Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

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Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,600TotalAmt
Management And General$15,600ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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Total$7,000TotalAmt
Fundraising$7,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$78,656TotalAmt
Management And General$78,656ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$119,925TotalAmt
Program Services$80,235ProgramServicesAmt
Management And General$39,690ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,551TotalAmt
Management And General$5,551ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,412TotalAmt
Program Services$602ProgramServicesAmt
Management And General$19,410ManagementAndGeneralAmt
Fundraising$5,400FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

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Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20,197TotalAmt
Program Services$17,169ProgramServicesAmt
Management And General$2,677ManagementAndGeneralAmt
Fundraising$351FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$237,457TotalAmt
Program Services$237,457ProgramServicesAmt

Interest InterestGrp

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Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,570TotalAmt
Management And General$3,570ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Contract Services$752,628$270,946$481,682
Marketing and Public Relations$18,775$900$17,875
Board Meetings$10,988$10,988
Miscellaneous$9,906$6,246$3,660

All Other Expenses AllOtherExpensesGrp

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Management And General$6,357ManagementAndGeneralAmt
Fundraising$1,066FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
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Management And General$688,302ManagementAndGeneralAmt
Fundraising$17,477FundraisingAmt

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BOY$181,152BOYAmt
EOY$216,596EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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BOY$271,026BOYAmt
EOY$432,766EOYAmt

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BOY$47,500BOYAmt
EOY$25,000EOYAmt

Accounts Receivable AccountsReceivableGrp

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EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$48,495BOYAmt
EOY$84,521EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,891,728BOYAmt
EOY$14,441,706EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

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EOY$0EOYAmt

Total Assets TotalAssetsGrp

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EOY$15,200,589EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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EOY$70,068EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$18,400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,296BOYAmt
EOY$88,468EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$967,841BOYAmt
EOY$1,204,622EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$559,899BOYAmt
EOY$1,054,634EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,850,865BOYAmt
EOY$12,852,865EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,378,605BOYAmt
EOY$15,112,121EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,439,901BOYAmt
EOY$15,200,589EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$157,638ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$575,878NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$616,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$651,315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$634,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$662,200CurrentTaxYearMinus1YearAmt
Current Tax Year$635,150CurrentTaxYearAmt
Total$3,200,015TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$616,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$651,315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$634,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$662,200CurrentTaxYearMinus1YearAmt
Current Tax Year$635,150CurrentTaxYearAmt
Total$3,200,015TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,914SubstantialContributorsTotAmt
Public Support Total170$3,188,101PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$606,540CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$593,866CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$540,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$497,202CurrentTaxYearMinus1YearAmt
Current Tax Year$466,062CurrentTaxYearAmt
Total$2,704,305TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$5,904,320TotalSupportAmt
Gross Receipts Rltd Activities$750GrossReceiptsRltdActivitiesAmt
Public Support CY1700.54000PublicSupportCY170Pct
Public Support PY1700.52840PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,851,238BeginningYearBalanceAmt
Contributions$2,000ContributionsAmt
Investment Earnings Or Losses$1,224,776InvestmentEarningsOrLossesAmt
Grants Or Scholarships$75,000GrantsOrScholarshipsAmt
Other Expenditures$413,057OtherExpendituresAmt
End Year Balance$13,589,957EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,651,006BeginningYearBalanceAmt
Contributions$2,000ContributionsAmt
Investment Earnings Or Losses$688,317InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,000GrantsOrScholarshipsAmt
Other Expenditures$390,085OtherExpendituresAmt
End Year Balance$12,851,238EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,923,980BeginningYearBalanceAmt
Contributions$2,300ContributionsAmt
Investment Earnings Or Losses-$11,274InvestmentEarningsOrLossesAmt
Other Expenditures$264,000OtherExpendituresAmt
End Year Balance$12,651,006EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,842,202BeginningYearBalanceAmt
Contributions$11,500ContributionsAmt
Investment Earnings Or Losses$673,278InvestmentEarningsOrLossesAmt
Other Expenditures$603,000OtherExpendituresAmt
End Year Balance$12,923,980EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,720,567BeginningYearBalanceAmt
Contributions$114,200ContributionsAmt
Investment Earnings Or Losses$700,435InvestmentEarningsOrLossesAmt
Other Expenditures$693,000OtherExpendituresAmt
End Year Balance$12,842,202EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.94600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05400TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Total Rev Etc Audited Fincl Stmt$2,148,949TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$575,878NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$106,001DonatedServicesAndUseFcltsAmt
Revenue Not Reported$681,879RevenueNotReportedAmt
Revenue Subtotal$1,467,070RevenueSubtotalAmt
Investment Expenses Not Incld$78,656InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$78,656RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,545,726TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,415,433TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$106,001DonatedServicesUseFcltsAmt
Expenses Not Reported$106,001ExpensesNotReportedAmt
Expenses Subtotal$1,309,432ExpensesSubtotalAmt
Investment Expenses Not Incld2$78,656InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$78,656ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,388,088TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationThe TAMEST Endowment was established in 2006 to provide long-term support to expand the current programs of the Academy and to launch new initiatives to advance the Academy's goals. The endowment provides distributions of unrestricted earnings to provide operational and programming support in perpetuity.The O'Donnell Award Endowment was established in 2005 to support award program expenses and honorariums for The Edith and Peter O'Donnell Awards. The awards were established to recognize outstanding achievements by young investigators in medicine, engineering, science and technology innovation.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
O'Donnell Award - Science1$25,000
O'Donnell Award - Medicine1$25,000
O'Donnell Award - Engineering1$25,000

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMary Beth MaddoxPersonNm
TitleExecutive Dir.TitleTxt
Base Compensation Filing Org$152,070BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org$12,926DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org$11,368NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$176,364TotalCompensationFilingOrgAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II, Compensation from Unrelated OrganizationsFormAndLineReferenceDesc
ExplanationAll of TAMEST's staff are leased employees of The University of Texas (UT). TAMEST reimburses UT for all personnel costs incurred including gross wages, fringe benefits and longevity pay.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderTAMEST members represent a significant number of universities, organizations and companies throughout Texas. All Texas members of the National Academy of Medicine (NAM), National Academy of Engineering (NAE) and National Academy of Sciences (NAS), known collectively as the National Academies, and the State's nine Nobel Laureates are members of TAMEST. TAMEST member institutions are Texas universities where TAMEST members hold positions on the faculty or in the administration.
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe Form 990 is sent to the entire Board of Directors for their review and comments prior to being filed.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Executive Director has an annual performance evaluation by the President of the Board of Directors. The President, Past President, Vice President, Treasurer, and Treasurer-Elect comprise the Compensation Committee, which recommends compensation increases for the Executive Director. During the evaluation process, the Executive Director provides the Executive Committee a list of accomplishments from the previous year, and a list of goals for the upcoming year. Evaluation forms are distributed to the Executive Committee in March/April. Completed evaluation forms are submitted to the President by April 30th. The President facilitates a confidential discussion with the Compensation Committee. The President provides a summarized written review for discussion with the Executive Director by June 15th.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableCertain other documents are available upon request.

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