TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY (EIN 20-1014851)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-21
- IRS object ID
- 201512029349300516
- Schema version
- 2014v5.0
- 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 | 2015-07-21T09:38:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | HAMILTON PYLE & BOWMAN LLP | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201014851 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The 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 | 2015-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael R Grimes CPA | PreparerPersonNm |
| PTIN | P00633851 | PTIN |
| Phone | 5126717711 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $1,256,681 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $616,800 | PYContributionsGrantsAmt |
| CY Contributions Grants | $662,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $606,540 | PYInvestmentIncomeAmt |
| CY Investment Income | $593,866 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,223,340 | PYTotalRevenueAmt |
| CY Total Revenue | $1,256,681 | 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 | $549,507 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $562,212 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $513,324 | PYOtherExpensesAmt |
| CY Other Expenses | $731,274 | CYOtherExpensesAmt |
| PY Total Expenses | $1,162,831 | PYTotalExpensesAmt |
| CY Total Expenses | $1,393,486 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $60,509 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$136,805 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,790,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,950,855 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,909 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $86,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,724,263 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,864,079 | 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 | $589,982 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | In 2013, The Academy held a conference to share information on the latest research and developments in the fields of medicine, engineering and science. | Desc |
| Total Program Service Expenses | $589,982 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Dr Bettie Sue Masters | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr E Linn Draper Jr | ||||||
| past President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Kenneth E Arnold | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr Amelie G Ramirez | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Luis F Parada | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr William S Saric | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Ben G Streetman | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr Daniel K Podolsky | ||||||
| Secretary | 1.00 | Yes (X) | 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 Brian JL Berry | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Jan-Ake Gustafsson | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gordon R England | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr David M Hillis | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Peter J Hotez | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Roberta B Ness | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Danny D Reible | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Peter G Wolynes | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Beth Maddox | ||||||
| Executive Director | 40.00 | Yes (X) | $165,999 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $165,999 | 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 | $290,000 | MembershipDuesAmt |
| All Other Contributions | $372,815 | AllOtherContributionsAmt |
| Total Contributions | $662,815 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $593,866 | TotalRevenueColumnAmt |
| Exclusion | $593,866 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,256,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $593,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
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 | $171,328 | TotalAmt |
| Program Services | $49,800 | ProgramServicesAmt |
| Management And General | $121,528 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,884 | TotalAmt |
| Program Services | $113,806 | ProgramServicesAmt |
| Management And General | $277,078 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,615 | TotalAmt |
| Management And General | $17,615 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,698 | TotalAmt |
| Management And General | $76,698 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,148 | TotalAmt |
| Program Services | $80,769 | ProgramServicesAmt |
| Management And General | $99,379 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,490 | TotalAmt |
| Program Services | $544 | ProgramServicesAmt |
| Management And General | $2,946 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,679 | TotalAmt |
| Program Services | $150 | ProgramServicesAmt |
| Management And General | $144,529 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Program Services | $764 | ProgramServicesAmt |
| Management And General | $486 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,124 | TotalAmt |
| Program Services | $10,569 | ProgramServicesAmt |
| Management And General | $7,555 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,668 | TotalAmt |
| Program Services | $76,112 | ProgramServicesAmt |
| Management And General | $12,556 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,261 | TotalAmt |
| Management And General | $3,261 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Meals | $124,919 | $123,490 | $1,429 |
| Board Meeting Expenses | $22,215 | $4,848 | $17,367 |
| Publications | $18,089 | $9,248 | $8,841 |
| Printing and Publicatio | $12,170 | $11,237 | $933 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,948 | TotalAmt |
| Program Services | $8,645 | ProgramServicesAmt |
| Management And General | $11,303 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,486 | TotalAmt |
| Program Services | $589,982 | ProgramServicesAmt |
| Management And General | $803,504 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,329 | BOYAmt |
| EOY | $853,257 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,000 | BOYAmt |
| EOY | $69,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,614 | BOYAmt |
| EOY | $19,157 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,763,229 | BOYAmt |
| EOY | $14,009,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,790,172 | BOYAmt |
| EOY | $14,950,855 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,909 | BOYAmt |
| EOY | $86,176 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,909 | BOYAmt |
| EOY | $86,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,007 | BOYAmt |
| EOY | $1,389,456 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,191 | BOYAmt |
| EOY | $628,058 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,835,065 | BOYAmt |
| EOY | $12,846,565 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,724,263 | BOYAmt |
| EOY | $14,864,079 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,790,172 | BOYAmt |
| EOY | $14,950,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$136,805 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $276,621 | 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 | $704,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,839,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $698,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $651,315 | CurrentTaxYearAmt |
| Total | $4,510,671 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $704,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,839,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $698,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $651,315 | CurrentTaxYearAmt |
| Total | $4,510,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $853,349 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,657,322 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $579,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $486,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $555,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $606,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $593,866 | CurrentTaxYearAmt |
| Total | $2,821,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,332,571 | TotalSupportAmt |
| Public Support CY170 | 0.49880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58790 | 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 | $12,842,202 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,132,701 | BeginningYearBalanceAmt |
| Contributions | $1,771,167 | ContributionsAmt |
| Investment Earnings Or Losses | $579,027 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$22,505 | OtherExpendituresAmt |
| End Year Balance | $10,460,390 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.97000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| 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 | $14,009,441 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,009,441 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $1,504,327 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $276,621 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $47,723 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $324,344 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,179,983 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $76,698 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $76,698 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,256,681 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,364,511 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $47,723 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $47,723 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,316,788 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $76,698 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $76,698 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,393,486 | 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 | Cash GrantCashGrantAmt |
|---|---|
| O'Donnell Award - Bruick, Richard | $25,000 |
| O'Donnell Award - Triskett, Thomas | $25,000 |
| O'Donnell Award - Ren, Zhifeng | $25,000 |
| O'Donnell Award - Walker, James | $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 | $165,999 | 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 | $165,999 | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Line 11a explanation - Board of Directors reviews Form 990 prior to filing. |
| 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. |
| Form 990, Part IX, line 11g | Other Contracted fees: Program service expenses 80,769. Management and general expenses 99,379. Fundraising expenses 0. Total expenses 180,148. |
Comments