2025-10-15T13:36:54-05:00 2024-12-31 134255527 CALVETTI FERGUSON 250 W NOTTINGHAM DR SUITE 100 SAN ANTONIO TX 78209 990 2024-01-01 201014851 TEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY TEXA 5124713823 3925 W BRAKER LANE 38018 AUSTIN TX 78759 TERRENCE HENRY EXECUTIVE DIRECTOR 5124713823 2025-10-15 1 1 KIMIKO BACA P01268795 2105363200 2024 2025-03-06 01:10:19Z TERRENCE HENRY 3925 W BRAKER LANE 38018 AUSTIN TX 78759 1678457 0 X WWW.TAMEST.ORG X 2004 TX TAMEST BRINGS THE STATE'S TOP SCIENTIFIC, ACADEMIC AND CORPORATE MINDS TOGETHER TO FURTHER POSITION TEXAS AS A NATIONAL RESEARCH LEADER. 13 13 8 13 0 0 704532 890450 512275 337731 424817 450276 0 0 1641624 1678457 136504 145200 0 0 740683 852098 0 0 0 530288 703843 1407475 1701141 234149 -22684 20445376 23134428 67342 319354 20378034 22815074 X TO PROVIDE BROADER RECOGNITION OF THE STATE'S TOP ACHIEVERS IN MEDICINE, ENGINEERING AND SCIENCE, AND TO BUILD A STRONGER IDENTITY FOR TEXAS AS AN IMPORTANT DESTINATION AND CENTER OF ACHIEVEMENT IN THESE FIELDS. 0 0 773320 145200 THE O'DONNELL AWARDS ANNUALLY RECOGNIZE RISING TEXAS RESEARCHERS WHO ARE ADDRESSING THE ESSENTIAL ROLE THAT SCIENCE AND TECHNOLOGY PLAY IN SOCIETY, AND WHOSE WORK MEETS THE HIGHEST STANDARDS OF EXEMPLARY PROFESSIONAL PERFORMANCE, CREATIVITY AND RESOURCEFULNESS. THROUGH THESE AWARDS, TAMEST PROMOTES BROADER AWARENESS OF THE STATE'S TOP ACHIEVERS IN MEDICINE, ENGINEERING AND SCIENCE, AND BUILDS A STRONGER IDENTITY FOR TEXAS AS AN IMPORTANT DESTINATION AND CENTER OF ACHIEVEMENT IN THESE FIELDS. EVERY YEAR, TAMEST RECOGNIZES THESE EMERGING RESEARCHERS AT ITS ANNUAL CONFERENCE. 399221 337731 2024 ANNUAL CONFERENCE: FORWARD TEXAS: ACCELERATING CHANGE. THE TAMEST 2024 ANNUAL CONFERENCE GATHERED SOME OF OUR MOST CELEBRATED AND INNOVATIVE RESEARCHERS TO EXAMINE HOW SCIENCE AND TECHNOLOGY ARE LEADING TO FUNDAMENTAL CHANGES IN SOCIETY. THE CROSS-DISCIPLINARY PROGRAM FOCUSED ON FOUR PROFOUND SCIENTIFIC TRANSITIONS UNDERWAY: CRISPR GENE EDITING, "BIG" DATA SCIENCE, RENEWABLE ENERGY AND DECARBONIZATION. 127131 TEXAS DEFENSE/AEROSPACE INNOVATION ECOSYSTEM PROJECT. THE GOAL IS TO DEVELOP A POWERFUL INNOVATION ECOSYSTEM TO SERVE NATIONAL SECURITY NEEDS, WHICH WILL RESULT IN LARGE AMOUNTS OF ADDITIONAL RESEARCH FUNDING, ENTREPRENEURIAL OPPORTUNITY, AND ECONOMIC RETURNS FOR TEXAS. TAMEST NATURAL HAZARDS SUMMIT: RESPONDING TO AND MITIGATING THE IMPACTS. THE SUMMIT WILL HIGHLIGHT THE INFLUENCE OF NATURAL HAZARDS ON THE ECONOMY AND WELL-BEING OF COMMUNITIES IN TEXAS. 1299672 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 1 1 1 0 0 X X X DEBBIE KIM 5122324211 3925 W BRAKER LANE 38018 AUSTIN TX 78759 X BONNIE BARTEL PHD DIRECTOR 1.00 0.00 X 0 0 0 RENA BIZIOS PHD DIRECTOR 1.00 0.00 X 0 0 0 PALLAB K CHATTERJEE PHD DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN FUSELIER PHD DIRECTOR 1.00 0.00 X 0 0 0 RODERIC PETTIGREW MD PHD DIRECTOR 1.00 0.00 X 0 0 0 KENNETH RAMOS PHD DIRECTOR 1.00 0.00 X 0 0 0 MARLAN O SCULLY PHD DIRECTOR 1.00 0.00 X 0 0 0 GANESH C THAKUR PHD PRESIDENT 1.00 0.00 X X 0 0 0 CHERYL LYN WALKER PHD VICE PRESIDENT 1.00 0.00 X X 0 0 0 BRENDAN LEE MD PHD PAST PRESIDENT 1.00 0.00 X X 0 0 0 SELDA GUNSEL TREASURER 1.00 0.00 X X 0 0 0 KIM ORTH PHD SECRETARY 1.00 0.00 X X 0 0 0 DUOJIA PAN PHD TREASURER-ELECT 1.00 0.00 X X 0 0 0 TERRENCE HENRY EXECUTIVE DIRECTOR 40.00 0.00 X 184334 0 19863 184334 0 19863 1 0 1 0 0 390000 500450 890450 CONFERENCE INCOME 900099 337731 337731 337731 450276 450276 1678457 337731 0 450276 145200 145200 240373 161050 79323 611725 409856 201869 140181 106187 33994 136950 90545 46405 1920 717 1203 20290 10810 9480 17128 17128 18116 16673 1443 22876 800 22076 3821 3821 MEALS 204881 204107 774 AUDIO AND VISUAL 127307 127307 PRINTING & REPRODUCTION 10373 9292 1081 1701141 1299672 401469 0 284549 421279 162802 75359 111315 157202 19886710 22480588 20445376 23134428 67342 319354 67342 319354 X 5432175 7007230 14945859 15807844 20378034 22815074 20445376 23134428 -22684 2459724 0 X X 0 1 X 1 0 X 528635 1899325 483050 704532 890450 4505992 528635 1899325 483050 704532 890450 4505992 408272 4097720 392202 374095 407241 424817 450276 2048631 6554623 1048446 0.62520 0.65170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17202079 3500 2410174 165500 548000 18902253 15616462 2000 2340659 200000 557042 17202079 18344219 3250 -2041007 125000 565000 15616462 15628052 1150999 2116168 100000 451000 18344219 14601236 500 1576316 100000 450000 15628052 0.17794 0.74148 0.08059 0 0 0 4100988 2459724 102988 2562712 1538276 140181 140181 1678457 1663948 102988 102988 1560960 140181 140181 1701141 PART V, LINE 4: SPENDING POLICY AND HOW THE INVESTMENT OBJECTIVES RELATE TO SPENDING POLICY CONSISTENT WITH THE ACADEMY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN, THE ACADEMY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR AS FOLLOWS: TAMEST ENDOWMENT - AN ANNUAL DISTRIBUTION FROM THE FUND MAY BE MADE OF UP TO 5% OF THE FUND BASED ON THE AVERAGE ENDING MARKET VALUE OF THE PORTFOLIO ON DECEMBER 31ST FROM THE PREVIOUS THREE YEARS. ANY UNSPENT FUNDS DISTRIBUTED UNDER THE POLICY ARE TO BE DEPOSITED INTO THE UNRESTRICTED FUND FOR FUTURE USE RATHER THAN BEING ROLLED BACK INTO THE ENDOWMENT. O'DONNELL AWARD ENDOWMENT - THE O'DONNELL AWARD ENDOWMENT MAY DISTRIBUTE THE MINIMUM OF $125,000 OR 5% OF THE VALUE OF THE FUND. THE PERPETUALLY RESTRICTED ENDOWMENT FUNDS WILL NEVER BE INVADED. DISTRIBUTIONS FROM THE ENDOWMENT WILL BE SPENT ONLY FOR THE EDITH AND PETER O'DONNELL AWARDS OR COSTS DIRECTLY RELATED TO THE AWARDS. ANY UNUSED DISTRIBUTIONS WILL BE RETURNED TO THE ENDOWMENT EACH YEAR. A PORTION OF THE ENDOWMENT INCOME SHOULD BE USED TO OBTAIN STATEWIDE PUBLICITY OF THE AWARD. 1 EDITH & PEER O'DONNELL AWARD 5 125000 MARY BETH MADDOX AWARD AND LECTURESHIP 1 5000 0 0 0 0 0 0 0 0 0 TERRENCE HENRY EXECUTIVE DIRECTOR 184334 0 0 0 0 0 0 0 19863 0 204197 0 0 0 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TEXAS ACADEMY OF MEDICINE, ENGINEERING, SCIENCE AND TECHNOLOGY 3925 W BRAKER LANE, SUITE 3.8018 AUSTIN, TX 78759 EMPLOYER IDENTIFICATION NUMBER: 20-1014851 FOR THE YEAR ENDING DECEMBER 31, 2024 TEXAS ACADEMY OF MEDICINE, ENGINEERING, SCIENCE AND TECHNOLOGY [TAMEST] IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION A, LINE 6 TAMEST MEMBERS REPRESENT A SIGNIFICANT NUMBER OF UNIVERSITIES, ORGANIZATIONS AND COMPANIES THROUGHOUT TEXAS. ALL TEXAS MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE (NAM), NATIONAL ACADEMY OF ENGINEERING (NAE), NATIONAL ACADEMY OF SCIENCES (NAS), ROYAL SOCIETY, ROYAL ACADEMY OF ENGINEERING AND THE STATE'S 11 NOBEL LAUREATES ARE MEMBERS OF TAMEST. TAMEST MEMBER INSTITUTIONS ARE TEXAS UNIVERSITIES WHERE TAMEST MEMBERS HOLD POSITIONS ON THE FACULTY OR IN THE ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY THE VOTE OF THE MEMBERSHIP OF THE ACADEMY, WHICH SHALL BE CONDUCTED ANNUALLY. THE BOARD OF DIRECTORS MAY AUTHORIZE MEMBERS TO VOTE BY MAIL, FACSIMILE OR ELECTRONIC TRANSMISSION, OR ANY COMBINATION THEREOF, ON THE ELECTION OF DIRECTORS OR ON ANY OTHER MATTER ON WHICH THE MEMBERS MAY VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR HAS AN ANNUAL PERFORMANCE EVALUATION BY THE PRESIDENT OF THE BOARD OF DIRECTORS. THE PRESIDENT, PAST PRESIDENT, VICE PRESIDENT, TREASURER, AND TREASURER-ELECT COMPRISE THE COMPENSATION COMMITTEE, WHICH RECOMMENDS COMPENSATION INCREASES FOR THE EXECUTIVE DIRECTOR. DURING THE EVALUATION PROCESS, THE EXECUTIVE DIRECTOR PROVIDES THE EXECUTIVE COMMITTEE A LIST OF ACCOMPLISHMENTS FROM THE PREVIOUS YEAR, AND A LIST OF GOALS FOR THE UPCOMING YEAR. EVALUATION FORMS ARE DISTRIBUTED TO THE EXECUTIVE COMMITTEE IN MARCH/APRIL. COMPLETED EVALUATION FORMS ARE SUBMITTED TO THE PRESIDENT BY APRIL 30TH. THE PRESIDENT FACILITATES A CONFIDENTIAL DISCUSSION WITH THE COMPENSATION COMMITTEE. THE PRESIDENT PROVIDES A SUMMARIZED WRITTEN REVIEW FOR DISCUSSION WITH THE EXECUTIVE DIRECTOR BY JUNE 15TH. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. PART VII, SECTION A, LINE 1A THE ORGANIZATION HAS A LETTER OF AGREEMENT WITH THE UNIVERSITY OF TEXAS (UT) WHICH STATES THAT UT WILL ADMINISTER THE TEXAS ACADEMY OF MEDICINE, ENGINEERING, SCIENCE AND TECHNOLOGY (TAMEST) OERATING EXPENSES WITH REGARD TO STAFF COSTS. TAMEST IS INVOICED FOR THE EXPENSES AND ONCE APPROVED, ARE BOOKED INTO THE TAMEST GENERAL LEDGER AND THE FUNDS ARE TRANSFERRED FROM TAMEST TO UT FOR PAYMENT. TAMEST PRESENTS THE STAFF COSTS, BUT DOES NOT ISSUE THE W-2S. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR.