2024-05-14T08:43:33-05:00 2023-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-07-01 135669180 ARCHAEOLOGICAL INSTITUTE OF AMERICA ARCH 8573059350 44 BEACON STREET BOSTON MA 02108 KEVIN QUINLAN EXECUTIVE DIRECTOR/ PUBLISHER 8573059350 2024-05-10 1 KEVIN QUINLAN XXX-XX-XXXX 0 FREDERICK MARTENS P00298107 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN QUINLAN 44 BEACON STREET BOSTON MA 02108 12969671 0 X WWW.ARCHAEOLOGICAL.ORG X 1906 MA THE INSTITUTE IS DEDICATED TO THE GREATER UNDERSTANDING OF THE RECORD OF THE HUMAN PAST, TO THE PROTECTION AND PRESERVATION OF THE WORLD'S ARCHAEOLOGICAL RESOURCES AND THE INFORMATION THEY CONTAIN, AND TO THE ENCOURAGEMENT AND SUPPORT OF ARCHAEOLOGICAL RESEARCH AND PUBLICATION. 46 45 27 590 274677 0 2097683 1436907 4555257 4430100 1399044 1275513 70038 60945 8122022 7203465 213924 360843 0 0 2361496 2315336 0 0 489456 4156723 3939344 6732143 6615523 1389879 587942 17425047 17465331 4215672 3985935 13209375 13479396 X THE ARCHAEOLOGICAL INSTITUTE OF AMERICA (AIA) PROMOTES ARCHAEOLOGICAL INQUIRY AND PUBLIC UNDERSTANDING OF THE MATERIAL RECORD OF THE HUMAN PAST TO FOSTER AN APPRECIATION OF THE DIVERSE CULTURES AND OUR SHARED HUMANITY. THE AIA SUPPORTS ARCHAEOLOGISTS, THEIR RESEARCH AND ITS DISSEMINATION, AND THE ETHICAL PRACTICE OF ARCHAEOLOGY. THE AIA EDUCATES PEOPLE OF ALL AGES ABOUT THE SIGNIFICANCE OR ARCHAEOLOGICAL DISCOVERY AND ADVOCATES FOR THE PRESERVATION OF THE WORLD'S ARCHAEOLOGICAL HERITAGE. 0 0 3886714 3664803 ARCHAEOLOGY MAGAZINE:OUR GREATEST OUTREACH TOOL IS OUR AWARD-WINNING POPULAR MAGAZINE WHICH ENTERED ITS SEVENTH DECADE OF PUBLICATION COMMITTED TO BRINGING THE EXCITEMENT OF ARCHAEOLOGICAL DISCOVERY TO A POPULAR AUDIENCE. FILLED WITH INCISIVE ARTICLES, COLORFUL GRAPHICS, AND STUNNING PHOTOS, EACH OF ARCHAEOLOGY'S BIMONTHLY ISSUES IS ENJOYED BY NEARLY 600,000 READERS WORLDWIDE. 871318 191852 382410 SOCIETIES AND NATIONAL LECTURE PROGRAM :AIA HEADQUARTERS SPONSORS NATIONAL LECTURES ANNUALLY FOR EACH SOCIETY. BUT THE HEART OF EVERY AIA SOCIETY IS THE LOCALLY PLANNED PROGRAMS' FIELD TRIPS, LOCAL TOURS, SYMPOSIA, FILM FESTIVALS, AND STUDY GROUPS-AS WELL AS ADDITIONAL LECTURES ORGANIZED INDEPENDENTLY BY EACH SOCIETY. SOCIETY MEMBERS ENJOY A FULL PROGRAM OF ACTIVITIES THROUGHOUT THE YEAR THAT SERVE TO FOSTER AND ENHANCE THEIR INTEREST IN ARCHAEOLOGY. OUR MOST POPULAR EDUCATIONAL ACTIVITY, THE NATIONAL LECTURE PROGRAM CONNECTS PRACTICING ARCHAEOLOGISTS WITH OVER 30,000 PEOPLE EACH YEAR FOR STIMULATING ONE-ON-ONE DISCUSSION. 415935 375523 AMERICAN JOURNAL OF ARCHAEOLOGY:THE AMERICAN JOURNAL OF ARCHAEOLOGY IS ONE OF THE WORLD'S MOST DISTINGUISHED AND WIDELY DISTRIBUTED ARCHAEOLOGICAL JOURNALS. IT WAS FOUNDED IN 1885 AND IS A LEADER IN GROUND-BREAKING ARTICLES ON ARCHAEOLOGY AND THOUGHTFUL BOOK AND MUSEUM EXHIBITION REVIEWS. CIRCULATION OF THE AJA REACHES MORE THAN 50 COUNTRIES AND ALMOST 1,000 UNIVERSITIES, LEARNED SOCIETIES, DEPARTMENTS OF ANTIQUITIES,AND MUSEUMS. 33975 168991 7364 SITE PRESERVATION: THE INSTITUTE'S SITE PRESERVATION FUND AWARDS GRANTS TO AIA MEMBER-SPONSORED APPLICANTS TO ASSIST WITH REPAIRS, DOCUMENT ENDANGERED SITES, ENHANCE VISTORS' UNDERSTANDING, AND/OR HELP ENSURE THE SAFETY AND SECURITY OF THE SITE. OUR PROGRAM FOCUSES ON GRANT GIVING RECOGNITION AND DISSEMINATION OF BEST PRACTICES, ADVOCACY, AND PUBLIC OUTREACH. 33975 168991 7364 5207942 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 1 27 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 46 45 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 NY MA X X X KEVIN QUINLAN 8573059354 44 BEACON STREET BOSTON MA 02108 ELIZABETH S GREENE PRESIDENT 15.00 X X 0 0 0 BRIAN DANIELS FIRST VICE PRESIDENT 7.00 X X 0 0 0 DAVID ADAM TREASURER 7.00 X X 0 0 0 OMUR HARMANSAH VP FOR CULTURAL HERITAGE 7.00 X X 0 0 0 LAURA RICH VP FOR OUTREACH & EDUCATION 7.00 X X 0 0 0 KIM SHELTON FROM 12023 VP FOR RESEARCH & ACADEMIC AFFAIRS 7.00 X X 0 0 0 TOM TARTARN TO 12023 VP FOR RESEARCH & ACADEMIC AFFAIRS 7.00 X X 0 0 0 SABRINA HIGGINS VP FOR SOCIETIES 7.00 X X 0 0 0 JODI MAGNESS PAST PRESIDENT 2.00 X 0 0 0 LAETITIA LAFOLLETTE PAST PRESIDENT 2.00 X 0 0 0 ANDREA DE GIORGI ACADEMIC TRUSTEE 2.00 X 0 0 0 ELIZABETH M GREEN ACADEMIC TRUSTEE 2.00 X 0 0 0 ALEXANDRA JONES ACADEMIC TRUSTEE 2.00 X 0 0 0 SEUNGJUNG KIM ACADEMIC TRUSTEE 2.00 X 0 0 0 MARGARET LAIRD ACADEMIC TRUSTEE 2.00 X 0 0 0 JOHN PAPADOPOULOS ACADEMIC TRUSTEE 2.00 X 0 0 0 BETSEY ROBINSON ACADEMIC TRUSTEE 2.00 X 0 0 0 MONICA SMITH ACADEMIC TRUSTEE 2.00 X 0 0 0 ANTHONY TUCK ACADEMIC TRUSTEE 2.00 X 0 0 0 ELIE ABEMAYOR GENERAL TRUSTEE 2.00 X 0 0 0 DEBORAH ARNOLD GENERAL TRUSTEE 2.00 X 0 0 0 JEANNE BAILEY GENERAL TRUSTEE 2.00 X 0 0 0 DAVID R BOOCHEVER GENERAL TRUSTEE 2.00 X 0 0 0 THOMAS CARPENTER GENERAL TRUSTEE 2.00 X 0 0 0 JAY CONGER GENERAL TRUSTEE 2.00 X 0 0 0 LAWRENCE CRIPE GENERAL TRUSTEE 2.00 X 0 0 0 MATHEA FALCO GENERAL TRUSTEE 2.00 X 0 0 0 JOSHUA GATES GENERAL TRUSTEE 2.00 X 0 0 0 JULIE HERZIG DESNICK GENERAL TRUSTEE 2.00 X 0 0 0 MARK HURST GENERAL TRUSTEE 2.00 X 0 0 0 JANE BOTSFORD JOHNSON GENERAL TRUSTEE 2.00 X 0 0 0 ANDREA KMETZ-SHEEHY GENERAL TRUSTEE 2.00 X 0 0 0 ELIZABETH MACAULAY GENERAL TRUSTEE 2.00 X 0 0 0 BARBARA MEYER GENERAL TRUSTEE 2.00 X 0 0 0 PAULA PASTER MICHTOM GENERAL TRUSTEE 2.00 X 0 0 0 KATHLEEN PAVELKO GENERAL TRUSTEE 2.00 X 0 0 0 PATRICK SUEHNHOLZ GENERAL TRUSTEE 2.00 X 0 0 0 BARBARA SWEET GENERAL TRUSTEE 2.00 X 0 0 0 MARIA VECCHIOTTI GENERAL TRUSTEE 2.00 X 0 0 0 MICHAEL WISEMAN GENERAL TRUSTEE 2.00 X 0 0 0 JOOST BLOM SOCIETY TRUSTEE 2.00 X 0 0 0 ARTHUR CASSANOS SOCIETY TRUSTEE 2.00 X 0 0 0 ANN OLGA KOLOSKI-OSTROW SOCIETY TRUSTEE 2.00 X 0 0 0 GARY LINN SOCIETY TRUSTEE 2.00 X 0 0 0 THOMAS SIENKEWICZ SOCIETY TRUSTEE 2.00 X 0 0 0 REBECCA W KING EXECUTIVE DIRECTOR 40.00 X X 183393 0 23846 KEVIN QUINLAN CHIEF OPERATING OFFICER 40.00 X 175829 0 42275 MICHELLE PELLETIER DIRECTOR OF FINANCE (AS OF 4/2023) 40.00 X 0 0 0 IAN JUDE CHIO DIRECTOR OF FINANCE (TO 2/2023) 40.00 X 71459 0 21151 JARRETT LOBELL EDITOR IN CHIEF, ARCHAEOLOGY 40.00 X 117292 0 26218 KEVIN MULLEN DIR. 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SERVICES 40.00 X 102253 0 35414 ELIZABETH BAILEY DIRECTOR OF DEVELOPMENT 40.00 X 106439 0 26124 756665 0 175028 5 0 1 0 QG PRINTING III CO 500 1ST AVENUE PITTSBURGH PA 15264 MAGAZINE PRINTING 749865 FIDELIS 223 GATES ROAD UNIT A LITTLE FERRY NJ 07643 DIRECT MAIL PRINTING 681377 DARWIN CX LLC 2323 NORTH STATE STREET UNIT 32 BUNNELL FL 32110 SUBSCRIPTION FULFILLMENT SERVICES 522989 NPS MEDIA GROUP 12812 CARDINAL LANE URBANDALE IA 50323 CIRCULATION CONSULTANT & LIST RENTAL 137691 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 19182 FINANCE CONSULTANT 126706 5 222858 87884 1126165 58146 1436907 SUBSCRIPTIONS & OTHER PUBLICATION 513110 3504629 3504629 ADVERTISING REVENUE 541800 274677 274677 ARCHAEOLOGICAL TOURS 561520 201472 201472 NEWSSTAND REVENUE 513110 189071 189071 ANNUAL MEETING REGISTRATION & FEE 900099 146937 146937 113314 113314 4430100 499957 499957 6541762 5766206 775556 775556 775556 LIST RENTAL 900099 60945 60945 60945 7203465 4155423 274677 1336458 122372 122372 215109 215109 23362 23362 548974 99863 362005 87106 1380279 967042 205771 207466 73610 48429 13913 11268 171305 114892 25962 30451 141168 80453 37591 23124 61597 61597 14649 14649 385218 358311 16315 10592 901791 885597 16194 42015 22310 4416 15289 142820 81970 41054 19796 189160 106119 57694 25347 94147 64860 18717 10570 25233 24501 523 209 35391 19855 10794 4742 41701 23394 12719 5588 PUBLICATION PRODUCTION 1034247 1009332 881 24034 PUBLICATION FULFILLMENT 757627 752417 5210 SOCIETY SUPPORT 5469 4321 1148 208279 183433 17330 7516 6615523 5207942 918125 489456 179591 172549 84600 177000 271551 243148 1326717 1199038 223896 148645 54309 75251 15508279 15522647 0 75698 17425047 17465331 834709 630771 3380963 3280060 0 75104 4215672 3985935 X 496214 278593 12713161 13200803 13209375 13479396 17425047 17465331 587942 -317921 0 X 0 1 X 1 0 X 1312744 1982022 2672681 2097683 1436907 9502037 4192369 4160708 4234930 4283561 4155423 21026991 5505113 6142730 6907611 6381244 5592330 30529028 354704 412423 378617 500928 651758 2298430 98376 98647 29565 139940 366528 453080 511070 378617 530493 791698 2664958 27864070 270259 286599 204783 554638 499957 1816236 270259 286599 204783 554638 499957 1816236 64482 95606 60962 70038 60945 352033 5839854 6524935 7173356 7005920 6153232 32697297 0.85220 0.86480 0.05550 0.04980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14603438 218390 938225 883301 14876752 16355381 574523 -1766579 559887 14603438 12617958 886413 3342463 491453 16355381 11710255 810721 770397 673415 12617958 11278300 337683 660780 566508 11710255 0.13688 0.44099 0.42212 0 0 123975 109416 14559 99921 39229 60692 75251 OPERATING LEASE LIABILITY 75104 75104 7038214 -317921 167319 -150602 7188816 14649 14649 7203465 6768193 167319 167319 6600874 14649 14649 6615523 PART V, LINE 4: THE INSTITUTE'S ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE INSTITUTE'S PROGRAMS AND ADMINISTRATIVE OPERATING COSTS, AS FULLY DESCRIBED IN THE DOCUMENTS ASSOCIATED WITH EACH ENDOWMENT GIFT. EXAMPLES ARE LECTURES, FELLOWSHIPS AND PUBLICATIONS. IN BROAD TERMS THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO FURTHER THE MISSION OF THE ARCHAEOLOGICAL INSTITUTE OF AMERICA. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 9627 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 3175 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 2125 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 4000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 4435 0 0 0 0 0 0 23362 0 23362 LECTURE HONARARIA EUROPE 9 2300 CHECK LECTURE HONORARIA NORTH AMERICA 7 2175 CHECK FELLOWSHIP NORTH AMERICA 1 2125 CHECK FELLOWSHIP EUROPE 3 9627 CHECK PUBLICATION EUROPE 1 1700 CHECK 0 0 0 0 0 0 PART I, LINE 2: EACH YEAR THE INSTITUTE AWARDS A NUMBER OF FELLOWSHIP AND GRANTS FOR EXCAVATION, RESEARCH, TRAVEL, AND SITE PRESERVATION. ALL AIA GRANTS AND FELLOWSHIPS HAVE SPECIFIC REQUIREMENTS AND APPLICATION PROCEDURES. DETAILS AND SPECIFIC APPLICATION INSTRUCTIONS ARE PUBLISHED ON OUR WEBSITE. APPLICATIONS ARE REVIEWED BY SPECIALLY APPOINTED COMMITTEES. COMMITTEES ARE MADE UP OF ARCHAEOLOGISTS, CONSERVATORS, AND ECONOMIC DEVELOPMENT PROFESSIONALS. THE COMMITTEES MEET BY CONFERENCE CALL, ZOOM, OR IN PERSON TO REVIEW APPLICATIONS AND SELECT WINNERS. APPLICATIONS FOR AIA FELLOWSHIPS AND GRANTS ARE OPEN TO BOTH U.S. RESIDENTS AND FOREIGN SCHOLARS. MOST REQUIRE THE APPLICANT TO HAVE A PH.D. IN ARCHAEOLOGY OR A RELATED FIELD. GRANT MONITORING IS DONE THROUGH WRITTEN REPORTS THAT ALL FELLOWSHIP AND GRANT AWARDEES ARE REQUIRED TO SUBMIT DURING AND AT THE CONCLUSION OF PROJECTS. THE REPORTS DETAIL THE SUCCESS OF THE PROJECT AND THE USE OF THE PROJECT FUNDS. REPORTS ARE REVIEWED BY THE APPROPRIATE COMMITTEES AND ARE THEN PUBLISHED ON THE INSTITUTE'S WEBSITE. 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ALL AIA GRANTS AND FELLOWSHIPS HAVE SPECIFIC REQUIREMENTS AND APPLICATION PROCEDURES. DETAILS AND SPECIFIC APPLICATION INSTRUCTIONS ARE PUBLISHED ON OUR WEBSITE. APPLICATIONS ARE REVIEWED BY SPECIALLY APPOINTED COMMITTEES. COMMITTEES ARE MADE UP OF ARCHAEOLOGISTS, CONSERVATORS, AND ECONOMIC DEVELOPMENT PROFESSIONALS. THE COMMITTEES MEET BY CONFERENCE CALL OR IN PERSON TO REVIEW APPLICATIONS AND SELECT WINNERS. APPLICATIONS FOR AIA FELLOWSHIPS AND GRANTS ARE OPEN TO BOTH U.S. RESIDENTS AND FOREIGN SCHOLARS. MOST REQUIRE THE APPLICANT TO HAVE A PH.D. IN ARCHAEOLOGY OR A RELATED FIELD. GRANT MONITORING IS DONE THROUGH WRITTEN REPORTS THAT ALL FELLOWSHIP AND GRANT AWARDEES ARE REQUIRED TO SUBMIT DURING AND AT THE CONCLUSION OF PROJECTS. THE REPORTS DETAIL THE SUCCESS OF THE PROJECT AND THE USE OF THE PROJECT FUNDS. REPORTS ARE REVIEWED BY THE APPROPRIATE COMMITTEES AND ARE THEN PUBLISHED ON THE INSTITUTE'S WEBSITE. X X X X 0 0 0 0 0 0 0 0 0 REBECCA W KING EXECUTIVE DIRECTOR 173533 0 0 0 9860 0 9525 0 14321 0 207239 0 0 0 KEVIN QUINLAN CHIEF OPERATING OFFICER 172039 0 0 0 3790 0 9407 0 32868 0 218104 0 0 0 X 10 58146 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ARCHAEOLOGICAL INSTITUTE OF AMERICA IS A MEMBERSHIP ORGANIZATION. PURSUANT TO ITS BY-LAWS, THE MEMBERS OF THE INSTITUTE SHALL BE THOSE PERSONS WHO JOIN THE INSTITUTE IN ANY OF ITS MEMBERSHIP CATEGORIES AND THOSE PERSONS WHO ARE NAMED CORRESPONDING MEMBERS. ALL OF THESE CATEGORIES COMBINED CONSTITUTE THE MEMBERSHIP OF THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7A THE AIA HAS TWO GOVERNING BODIES, THE COUNCIL AND THE GOVERNING BOARD. THE COUNCIL IS MADE UP OF DELEGATES APPOINTED BY THE SOCIETIES OF THE ORGANIZATION, GOVERNING BOARD MEMBERS AND REPRESENTATIVES OF ANY AMERICAN SCHOOLS FOUNDED BY THE ORGANIZATION. THE COUNCIL MEETS ONCE PER YEAR. IT ELECTS TRUSTEES TO THE GOVERNING BOARD AND VOTES ON ANY PROPOSED CHANGES TO THE BYLAWS OF THE ORGANIZATION. BETWEEN COUNCIL MEETINGS, THE POWER TO GOVERN THE INSTITUTE, AND IN FACT, ALL OF THE POWERS AND RESPONSIBILITIES OF THE COUNCIL, ARE DELEGATED TO THE GOVERNING BOARD, WHICH MEETS THREE TIMES DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B A REVIEW OF THE 990 IS CONDUCTED BY THE DIRECTOR OF FINANCE, CHIEF OPERATING OFFICER, EXECUTIVE DIRECTOR, AND THE AUDIT COMMITTEE. THE FINAL PUBLIC INSPECTION VERSION OF FORM 990 IS DISTRIBUTED TO THE GOVERNING BOARD FOR THEIR REVIEW. RECOMMENDATIONS, IF ANY, ARE TAKEN INTO ACCOUNT AND THE 990 IS FILED ONCE THE FINAL DOCUMENT HAS BEEN REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE STAFF OF THE AIA AS WELL AS ITS TRUSTEES AND OFFICERS MONITOR TRANSACTIONS OF THE AIA AND ANY PERCEIVED CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE FOR INVESTIGATION. 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