TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY (EIN 20-1014851)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-08
- IRS object ID
- 201641609349300419
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-08T10:48:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260446053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W HAMILTON & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8303 N Mopac Expy Suite A-120 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201014851 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Academy of Medicine Engineering | BusinessNameLine1Txt |
| Business Name Line2 | and Science of Texas | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 5124713823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 Guadalupe Suite 3304 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Beth Maddox | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 5124713823 | PhoneNum |
| Signature | 2016-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Wareham CPA | PreparerPersonNm |
| PTIN | P01885877 | PTIN |
| Phone | 5126717711 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mary Beth Maddox | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 Guadalupe Suite 3304 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,175,185 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tamest.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To provide recognition of the state's top achievers in medicine, science, and engineering and to promote Texas as an area for these fields in business and academic study. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $662,815 | PYContributionsGrantsAmt |
| CY Contributions Grants | $634,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $593,866 | PYInvestmentIncomeAmt |
| CY Investment Income | $540,635 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,256,681 | PYTotalRevenueAmt |
| CY Total Revenue | $1,175,185 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $562,212 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $675,409 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $731,274 | PYOtherExpensesAmt |
| CY Other Expenses | $535,114 | CYOtherExpensesAmt |
| PY Total Expenses | $1,393,486 | PYTotalExpensesAmt |
| CY Total Expenses | $1,310,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$136,805 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$135,338 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,950,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,508,776 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264,962 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,864,079 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,243,814 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide recognition of the states top achievers in medicine, science, and engineering and to promote Texas as an area for these fields in business and academic study. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $659,262 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | In 2015, The Academy held their annual conference, the O'Donnell awards, and the Texas Research Summit to share information on the latest research and developments in the fields of medicine, engineering and science. | Desc |
| Total Program Service Expenses | $659,262 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Beth Maddox | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124713823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 Guadalupe Ste 3304 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Dr David W Russell | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gordon R England | ||||||
| Treasurer- Elect | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr Ben G Streetman | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr Roberta B Ness | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Kenneth E Arnold | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr Bettie Sue Masters | ||||||
| Past President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr Danny O Jacobs | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr David J Meltzer | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Joanne R Lupton | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Melvin F Kanninen | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Nancy A Jenkins | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Danny D Reible | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Peter J Hotez | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Robert M Metcalfe | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Peter G Wolynes | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Naomi J Halas | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Sharon L Wood | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Beth Maddox | ||||||
| Executive Director | 40.00 | Yes (X) | $170,547 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $170,547 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $300,000 | MembershipDuesAmt |
| All Other Contributions | $334,550 | AllOtherContributionsAmt |
| Total Contributions | $634,550 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $540,635 | TotalRevenueColumnAmt |
| Exclusion | $540,635 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,175,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $540,635 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,547 | TotalAmt |
| Program Services | $71,630 | ProgramServicesAmt |
| Management And General | $98,917 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,862 | TotalAmt |
| Program Services | $212,062 | ProgramServicesAmt |
| Management And General | $292,800 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,490 | TotalAmt |
| Management And General | $18,490 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,764 | TotalAmt |
| Management And General | $82,764 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,108 | TotalAmt |
| Program Services | $42,419 | ProgramServicesAmt |
| Management And General | $40,689 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690 | TotalAmt |
| Program Services | $1,001 | ProgramServicesAmt |
| Management And General | $2,689 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,180 | TotalAmt |
| Program Services | $156 | ProgramServicesAmt |
| Management And General | $66,024 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,945 | TotalAmt |
| Program Services | $16,537 | ProgramServicesAmt |
| Management And General | $1,408 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,365 | TotalAmt |
| Program Services | $97,568 | ProgramServicesAmt |
| Management And General | $8,797 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,405 | TotalAmt |
| Management And General | $3,405 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Meals | $99,039 | $97,771 | $1,268 |
| Board Meeting Expenses | $24,981 | $3,155 | $21,826 |
| Printing and Publicatio | $13,684 | $12,137 | $1,547 |
| Office equipment | $4,712 | $4,712 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,751 | TotalAmt |
| Program Services | $4,826 | ProgramServicesAmt |
| Management And General | $5,925 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,310,523 | TotalAmt |
| Program Services | $659,262 | ProgramServicesAmt |
| Management And General | $651,261 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,257 | BOYAmt |
| EOY | $636,158 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,000 | BOYAmt |
| EOY | $105,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,157 | BOYAmt |
| EOY | $57,264 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,009,441 | BOYAmt |
| EOY | $13,710,354 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,950,855 | BOYAmt |
| EOY | $14,508,776 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,176 | BOYAmt |
| EOY | $264,512 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,776 | BOYAmt |
| EOY | $264,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,389,456 | BOYAmt |
| EOY | $817,072 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,058 | BOYAmt |
| EOY | $577,877 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,846,565 | BOYAmt |
| EOY | $12,848,865 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,864,079 | BOYAmt |
| EOY | $14,243,814 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,950,855 | BOYAmt |
| EOY | $14,508,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$135,338 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$484,927 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,839,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $698,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $616,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $651,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,550 | CurrentTaxYearAmt |
| Total | $4,441,082 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,839,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $698,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $616,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $651,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,550 | CurrentTaxYearAmt |
| Total | $4,441,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $855,522 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,585,560 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $486,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $555,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $606,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $593,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540,635 | CurrentTaxYearAmt |
| Total | $2,782,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,223,917 | TotalSupportAmt |
| Public Support CY170 | 0.49630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,923,980 | BeginningYearBalanceAmt |
| Contributions | $2,300 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $264,000 | OtherExpendituresAmt |
| End Year Balance | $12,651,006 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,842,202 | BeginningYearBalanceAmt |
| Contributions | $11,500 | ContributionsAmt |
| Investment Earnings Or Losses | $673,278 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $603,000 | OtherExpendituresAmt |
| End Year Balance | $12,923,980 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,720,567 | BeginningYearBalanceAmt |
| Contributions | $114,200 | ContributionsAmt |
| Investment Earnings Or Losses | $700,435 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $693,000 | OtherExpendituresAmt |
| End Year Balance | $12,842,202 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,762,124 | BeginningYearBalanceAmt |
| Contributions | $603,884 | ContributionsAmt |
| Investment Earnings Or Losses | $632,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $277,505 | OtherExpendituresAmt |
| End Year Balance | $12,720,567 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,460,390 | BeginningYearBalanceAmt |
| Contributions | $1,439,733 | ContributionsAmt |
| Investment Earnings Or Losses | $484,904 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $622,903 | OtherExpendituresAmt |
| End Year Balance | $11,762,124 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investments | Desc |
| Book Value | $13,710,354 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,710,354 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $648,308 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$484,927 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $40,813 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$444,114 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,092,422 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $82,763 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $82,763 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,175,185 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,268,573 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $40,813 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $40,813 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,227,760 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $82,763 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $82,763 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,310,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | The endowments were established to provide operating funds to the organization and to finance the annual O'Donnell award recipients. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| O'Donnell Award - Collins, Charles | 1 | $25,000 |
| O'Donnell Award - Westbrook, Thomas | 1 | $25,000 |
| O'Donnell Award - Wang, Haiyan | 1 | $25,000 |
| O'Donnell Award - Chook, Yuh Min | 1 | $25,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Beth Maddox | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $170,547 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $170,547 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Line 11a explanation - The 990 is sent to the entire board for their review and comments prior to being filed. |
| Form 990, Part VI, Section B, line 15a | The TAMEST Executive Director shall have an annual performance evaluation by the TAMEST Board President. The board president, past president, vice president, treasurer, and treasurer-elect will comprise the Compensation Committee, which will recommend compensation increases for the Executive Director. Evaluation process: The TAMEST Executive Director will provide the executive committee a list of accomplishments from the previous year, and a list of goals for the upcoming year. Evaluation forms will be distributed to the executive committee in March/April. Completed evaluation forms will be submitted directly to the TAMEST president by April 30th. The TAMEST president will facilitate a confidential discussion with the Compensation Committee. The Board President will provide a summarized written review for discussion with the ED by June 15. |
| Form 990, Part VI, Section C, line 19 | Documents are available upon request. |
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