TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY (EIN 20-1014851)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-24
- IRS object ID
- 201431759349300538
- Schema version
- 2013v3.0
- 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 | 2014-06-24T14:28:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8303 N MOPAC EXPY SUITE A-120 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | AND SCIENCE OF TEXAS | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY BETH MADDOX | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124713823 | PhoneNum |
| Signature | 2014-06-24 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,223,340 | 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 | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $745,399 | PYContributionsGrantsAmt |
| CY Contributions Grants | $616,800 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $641,579 | PYInvestmentIncomeAmt |
| CY Investment Income | $606,540 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,386,978 | PYTotalRevenueAmt |
| CY Total Revenue | $1,223,340 | 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 | $496,070 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $549,507 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,534 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $562,534 | PYOtherExpensesAmt |
| CY Other Expenses | $513,324 | CYOtherExpensesAmt |
| PY Total Expenses | $1,158,604 | PYTotalExpensesAmt |
| CY Total Expenses | $1,162,831 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $228,374 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,509 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,367,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,790,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,909 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,299,840 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,724,263 | 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 | $493,227 | 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 | $493,227 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 15 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 0 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124713823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 GUADALUPE STE 3304 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR BETTIE S MASTERS | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR THOMAS JR HUGHES | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR E LINN DRAPER JR | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR WILLIAM R BRINKLEY | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR KENNETH E ARNOLD | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR AMELIE G RAMIREZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR KISHOR C MEHTA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LUIS F PARADA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES R LUPSKI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR WILLIAM S SARIC | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ELLEN R GRITZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR BEN G STREETMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DANIEL K PODOLSKY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MELVIN F KANNINEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR GEORGE L STEGEMEIER | ||||||
| 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 | |
| DR BARUCH A BRODY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH HENDERSON | ||||||
| PRIOR EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $149,310 | $0 | $0 | |
| MARY BETH MADDOX | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $36,122 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $185,432 | 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 | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $290,000 | MembershipDuesAmt |
| All Other Contributions | $326,800 | AllOtherContributionsAmt |
| Total Contributions | $616,800 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $606,540 | TotalRevenueColumnAmt |
| Exclusion | $606,540 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,223,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $606,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Program Services | $75,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,431 | TotalAmt |
| Program Services | $37,031 | ProgramServicesAmt |
| Management And General | $148,400 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,076 | TotalAmt |
| Program Services | $91,019 | ProgramServicesAmt |
| Management And General | $273,057 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,350 | TotalAmt |
| Management And General | $17,350 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,933 | TotalAmt |
| Management And General | $48,933 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,823 | TotalAmt |
| Program Services | $53,624 | ProgramServicesAmt |
| Management And General | $65,886 | ManagementAndGeneralAmt |
| Fundraising | $10,313 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,376 | TotalAmt |
| Program Services | $1,200 | ProgramServicesAmt |
| Management And General | $7,176 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,789 | TotalAmt |
| Management And General | $39,789 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574 | TotalAmt |
| Program Services | $1,087 | ProgramServicesAmt |
| Management And General | $487 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,915 | TotalAmt |
| Program Services | $8,340 | ProgramServicesAmt |
| Management And General | $3,575 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,083 | TotalAmt |
| Program Services | $78,196 | ProgramServicesAmt |
| Management And General | $8,887 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,106 | TotalAmt |
| Management And General | $3,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS | $95,151 | $94,415 | $736 | |
| PRINTING AND PUBLICATIO | $29,284 | $13,152 | $14,461 | $1,671 |
| BOARD MEETING EXPENSES | $21,334 | $3,576 | $17,758 | |
| POSTAGE AND SHIPPING | $6,600 | $1,656 | $4,394 | $550 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,006 | TotalAmt |
| Program Services | $9,931 | ProgramServicesAmt |
| Management And General | $3,075 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,831 | TotalAmt |
| Program Services | $493,227 | ProgramServicesAmt |
| Management And General | $657,070 | ManagementAndGeneralAmt |
| Fundraising | $12,534 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,017 | BOYAmt |
| EOY | $893,329 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,500 | BOYAmt |
| EOY | $110,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,853 | BOYAmt |
| EOY | $23,614 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,924,970 | BOYAmt |
| EOY | $13,763,229 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,367,340 | BOYAmt |
| EOY | $14,790,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,500 | BOYAmt |
| EOY | $65,909 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,500 | BOYAmt |
| EOY | $65,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,056 | BOYAmt |
| EOY | $1,321,007 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,919 | BOYAmt |
| EOY | $568,191 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,822,865 | BOYAmt |
| EOY | $12,835,065 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,299,840 | BOYAmt |
| EOY | $14,724,263 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,367,340 | BOYAmt |
| EOY | $14,790,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $60,509 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $363,914 | 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 | 0 | 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 | $5,682,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,839,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $698,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616,800 | CurrentTaxYearAmt |
| Total | $9,541,580 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,682,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,839,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $698,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616,800 | CurrentTaxYearAmt |
| Total | $9,541,580 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,256,531 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,285,049 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $621,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $579,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $486,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $555,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606,540 | CurrentTaxYearAmt |
| Total | $2,849,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,391,149 | TotalSupportAmt |
| Public Support CY170 | 0.58790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63010 | 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 | $12,720,567 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,983,524 | BeginningYearBalanceAmt |
| Contributions | $2,697,933 | ContributionsAmt |
| Investment Earnings Or Losses | $606,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $155,000 | OtherExpendituresAmt |
| End Year Balance | $8,132,701 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00100 | 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 | $13,763,229 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,763,229 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $1,590,057 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $363,914 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $51,736 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $415,650 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,174,407 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,933 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $48,933 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,223,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,165,634 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $51,736 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $51,736 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,113,898 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,933 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $48,933 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,162,831 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT WAS 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 |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL MATH AND SCIENCE INITIATIVE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 NORTH CENTRAL EXPRESSWAY SUITE | AddressLine1 |
| Address Line2 | M-2200 | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 113769438 | RecipientEIN |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | TO PROVIDE RECOGNITION OF THE STATE'S TOP ACHIEVERS IN MEDICINCE, SCIENCE AND ENGINEERING. | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| O'DONNELL AWARD - HOOPER, LORA | 1 | $25,000 |
| O'DONNELL AWARD - SHI, LI | 1 | $25,000 |
| O'DONNELL AWARD - JIANG, YOUXING | 1 | $25,000 |
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 - BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO FILING. |
| 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 53,624. MANAGEMENT AND GENERAL EXPENSES 65,886. FUNDRAISING EXPENSES 10,313. TOTAL EXPENSES 129,823. |
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