2023-05-15T16:49:07-05:00 2022-06-30 840930288 BROCK AND COMPANY CPAS PC 3711 JFK PARKWAY SUITE 315 FORT COLLINS CO 80525 990 2021-07-01 131659623 THE GEOLOGICAL SOCIETY OF AMERICA GEOL 3033571019 PO BOX 9140 BOULDER CO 80301 MELANIE BRANDT EXECUTIVE DIRECTOR 3033571019 2023-05-12 1 MELANIE BRANDT XXX-XX-XXXX LEE P ACKERMAN P01224102 9702237855 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MELANIE BRANDT PO BOX 9140 BOULDER CO 80301 27030887 0 X WWW.GEOSOCIETY.ORG X 1888 NY THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY. 15 15 55 590 249261 3445 1534129 1422396 2279384 3453960 2708113 9941066 2256725 2154183 8778351 16971605 984848 1153518 0 0 4527150 4578769 0 0 0 1625437 3226873 7137435 8959160 1640916 8012445 43325914 47858291 1915531 3139290 41410383 44719001 X THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY, ENHANCE THE PROFESSIONAL GROWTH OF ITS MEMBERS AND TO PROMOTE THE GEOSCIENCES IN THE SERVICE OF HUMANKIND AND STEWARDSHIP OF THE EARTH. 0 0 2514919 1346356 THE ORGANIZATION SPONSORS AN ANNUAL MEETING FOR ITS MEMBERS IN THE FALL. SMALLER MEETINGS ARE HELD IN THE SPRING. MEMBERS ATTEND TO MEET WITH DIVISION, SECTION AND ASSOCIATED SOCIETY MEMBERS. THEY ATTEND FIELD TRIPS, TECHNICAL SESSIONS, SHORT COURSES AND CONFERENCES CONCERNING TOPICS IN THE FIELD OF GEOLOGY. 2129900 1153518 578433 EDUCATION, OUTREACH AND GRANTS - INVOLVEMENT IN HEIGHTENING PUBLIC UNDERSTANDING OF AND APPRECIATION FOR GEOSCIENCES BY WORKING WITH SCIENTISTS, TEACHERS, STUDENTS AND THE GENERAL PUBLIC. THERE ARE ALSO PROGRAMS AND SHORT COURSES RUN BY SECTIONS AND DIVISIONS. THE ORGANIZATION GRANTS FUNDS FOR RESEARCH AND TRAVEL TO UNDERGRADUATE, GRADUATE, AND POST-DOC STUDENTS AND SUPPORTS A NUMBER OF AWARDS AND MEDALS TO RECOGNIZE EXCELLENCE. 707131 762088 THE MEMBERSHIP SERVICES PROGRAM INCLUDES THE COST OF MAINTAINING THE SOCIETY'S MEMBERSHIP FOR THE BENEFIT OF ITS MEMBERS AND TO ADVANCE THEIR PROFESSIONALISM, RESEARCH, AND CAREERS. THERE ARE APPROXIMATELY 18,100 MEMBERS ANNUALLY. 434674 11369760 OTHER PROGRAM SERVICES INCLUDE: PUBLISHING AND DISTRIBUTING SCIENTIFIC LITERATURE,PROVIDING INFORMATION AND MATERIALS FOR PRIMARY LEVEL SCIENCE EDUCATION AND FURNISHING INFORMATION TO THE PUBLIC ABOUT EARTH SCIENCE EDUCATION AND THE ENVIRONMENT. OTHER PROGRAMS INCLUDE PROGRAMS SPONSORED BY MEMBERS IN SPECIFIC GEOGRAPHICAL LOCATIONS AND SCIENCES. 434674 11369760 5786624 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 55 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X THE GEOLOGICAL SOCIETY OF AMERICA INC 3033571019 PO BOX 9140 BOULDER CO 80301 BARBARA DUTROW PRESIDENT 3.00 X X 0 0 0 MARK LITTLE PRESIDENT-ELECT 3.00 X X 0 0 0 J DOUGLAS WALKER PAST PRESIDENT 3.00 X X 0 0 0 RICHARD BERG TREASURER 3.00 X X 0 0 0 JEFFREY RUBIN COUNCILOR 3.00 X 0 0 0 NATHAN NIEMI COUNCILOR 3.00 X 0 0 0 GLENN THACKRAY COUNCILOR 3.00 X 0 0 0 SUSAN STOVER COUNCILOR 3.00 X 0 0 0 J WRIGHT HORTON JR COUNCILOR 3.00 X 0 0 0 JEAN HSIEH COUNCILOR 3.00 X 0 0 0 DONNA JURDY COUNCILOR 3.00 X 0 0 0 MADELINE SCHREIBER COUNCILOR 3.00 X 0 0 0 KATHARINE HUNTINGTON COUNCILOR 3.00 X 0 0 0 WENDY BOHRSON COUNCILOR 3.00 X 0 0 0 MARGARET DAVINO NY LEGAL COUNSEL - NON VOT 2.00 X 0 0 0 ADRIENNE MCNAMARA CO LEGAL COUNSEL - NON VOT 2.00 X 0 0 0 YUEYI CHE STUDENT MEMBER-AT-LARGE 3.00 X 0 0 0 VICKI MCCONNELL EX OFFICIO, NON-VOTING SEC 40.00 X 128295 0 31140 128295 0 31140 2 0 1 0 0 1063959 358437 1422396 MEETINGS 611710 1595220 1346356 248864 MEMBERSHIP DUES 611710 762088 762088 EDUCATION & OUTREACH 611710 578433 578433 SECTIONS & DIVISIONS 611710 518219 518219 3453960 132793 397 132396 7827620 10300000 6716705 1602642 1110915 8697358 9808273 8697358 1110915 3761104 1739935 2021169 2021169 OTHER REVENUES 611710 133014 133014 133014 16971605 14056637 249261 1243311 X 1081726 1081726 71792 71792 256138 70661 185477 3423154 944347 2478807 286526 286526 362860 173802 189058 250091 71328 178763 80129 27582 52547 65766 65766 98521 98521 1317977 713528 604449 53546 3392 50154 204421 65605 138816 27997 3161 24836 186520 186520 360599 300484 60115 1135639 1090723 44916 1606 1606 146669 14076 132593 87386 18938 68448 INCOME TAX EXPENSE -6036 -6036 FOUNDATION SUPPORT 432418 432418 CREDIT CARD FEES 85641 3213 82428 AV SERVICES 29077 2052 27025 -1081003 1130214 -2211217 8959160 5786624 3172536 0 61125 168331 457539 361526 1102305 1484627 246926 202712 205414 193803 504356 448433 1773497 55923 29487178 34053482 9934194 11147715 57736 190172 43325914 47858291 931037 2048691 984494 1000670 0 89929 1915531 3139290 X 28058572 32139314 13351811 12579687 41410383 44719001 43325914 47858291 8012445 -4703827 0 X 0 1 X 1 1 1 X 1182205 1253064 1247205 1534129 1422396 6638999 8908283 8445287 7834541 5863018 7827620 38878749 10090488 9698351 9081746 7397147 9250016 45517748 0 0 0 45517748 739278 968052 961538 1956483 132793 4758144 739278 968052 961538 1956483 132793 4758144 234098 299956 397896 150848 133014 1215812 11063864 10966359 10441180 9504478 9515823 51491704 0.88400 0.87260 0.09240 0.10130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 13351808 -746254 -3729 -22140 12631423 11347129 2027184 1078 21427 13351808 11664623 17694 309561 25627 11347129 11528227 482908 318671 27841 11664623 11265572 601852 308190 31007 11528227 0.65820 0.34180 0 0 504356 448433 55923 55923 REAL ESTATE 1946728 F PRIVATE EQUITY PORTFOLIO 7533092 F POOLED PRIVATE 1667895 F 11147715 LEASE LIABILITY 89929 89929 X PART III, LINE 4: COLLECTIONS AND RELATION TO EXEMPT PURPOSE - THE PENROSE COLLECTION IS TO BE HELD IN PERPETUITY FOR EXHIBIT, RESEARCH, EDUCATION, AND AS A MEMORIAL TO R.A.F. PENROSE, JR. PART V, LINE 4: INTENDED USES FOR ENDOWMENT FUNDS - THE ENDOWMENT FUNDS SUPPORT THE EXEMPT ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION UTILIZES THE PROVISIONS OF ASC 740, PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRONOUNCEMENT REQUIRES THE USE OF A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. AN ENTITY SHALL INITIALLY RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE ORGANIZATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PUBLICATIONS - COST OF SALES PART XII, LINE 2D - OTHER ADJUSTMENTS: PUBLICATIONS - COST OF SALES 0 0 0 0 0 0 0 0 0 0 TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 1000 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 500 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS CENTRAL AMERICA AND THE CARIBBEAN 2 4797 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP RESEARCH GRANTS FOR STUDENTS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 12 25960 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP AWARDS TO GEOSCIENTISTS/STUDENTS FOR OUTSTANDING WORK IN GEOLOGY NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 4 6790 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 2 2000 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 2 2430 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS EAST ASIA AND THE PACIFIC 1 1435 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS EAST ASIA AND THE PACIFIC 1 5000 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP RESEARCH GRANTS FOR STUDENTS EAST ASIA AND THE PACIFIC 2 8000 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS NORTH AMERICA 7 3750 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP RESEARCH GRANTS FOR STUDENTS SOUTH AMERICA 2 4300 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS SOUTH AMERICA 3 2600 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP RESEARCH GRANTS FOR STUDENTS MIDDLE EAST AND NORTH AFRICA 1 2500 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS EUROPE (INCLUDING ICELAND & GREENLAND) 1 430 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS CENTRAL AMERICA AND THE CARIBBEAN 1 300 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 AWARDS TO PROVIDE PARTIAL-FUNDING FOR DIVERSE STUDENTS TO ATTEND THEIR FIRST GSA ANNUAL MEETING 6 7147 CASH FIELD CAMP AWARDS FOR STUDENTS TO ATTEND FIELD CAMP TO FURTHER THEIR SKILLS AS GEOLOGISTS 31 66615 CASH RESEARCH GRANTS FOR STUDENTS 354 790294 CASH AWARDS TO GEOSCIENTISTS/STUDENTS FOR OUTSTANDING WORK IN GEOLOGY 42 40600 CASH OTHER GRANTS AND AWARDS 51 30583 CASH TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS 385 146460 CASH PART I, LINE 2: GEOCORPS PROGRAM - PARTICIPANTS ARE MONITORED WHILE IN THE FIELD AND ARE REQUIRED TO SUBMIT A WRITTEN REPORT AT THE COMPLETION OF THE ASSIGNMENT. TRAVEL GRANTS - TEACHERS AND STUDENTS MUST PHYSICALLY BE PRESENT AT THE TRAVELED-TO EVENT TO PICK UP THEIR CHECK AT THE EVENT/MEETING. RESEARCH GRANTS - ALL STUDENTS ARE ASKED TO FILL OUT A PROGRESS REPORT BY MARCH 31 OF EACH YEAR WHICH IS APPROXIMATELY ONE YEAR AFTER THE FUNDS ARE DISTRIBUTED. FIELD CAMP AWARDS ARE MONITORED BY ATTENDANCE. MEETING AWARDS ARE PRESENTED AT ANNUAL MEETING. X X 0 0 0 0 0 0 0 0 0 VICKI MCCONNELL EX OFFICIO, NON-VOTING SEC 128295 0 0 0 0 0 24180 0 6960 0 159435 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE SOCIETY CONSISTS OF HONORARY FELLOWS, FELLOWS, MEMBERS AND AFFILIATES ALL OF WHOM HAVE FULL AND EQUAL VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS AND COUNCILORS ARE THEN DULY ELECTED AT REGULAR INTERVALS FROM THE VOTING MEMBERSHIP OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS DO VOTE ON SOME OF THE COUNCILORS' DECISIONS/RECOMMENDATIONS. AN EXAMPLE OF THIS WOULD BE THE SELECTION OF AN INDEPENDENT AUDITOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS E-MAILED TO EACH MEMBER OF THE GOVERNING BODY FOR THEIR REVIEW AT LEAST 7 DAYS BEFORE THE EXECUTIVE COMMITTEE OF THE ORGANIZATION FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S COUNCILORS (BOARD MEMBERS) ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE EXECUTIVE DIRECTOR'S OFFICE MAINTAINS THESE FILES. THE ORGANIZATION'S STAFF ALL HAVE READ THE CONFLICT OF INTEREST POLICY AND HAVE A SIGNED CONFLICT OF INTEREST INFORMATION FORM ON FILE WHICH THEY UPDATE WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEES ARE REVIEWED SEMI-ANNUALLY. THEIR COMPENSATION LEVEL IS REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR HAS AN ANNUAL CONTRACT WHICH IS REVIEWED AND IF ACCEPTED, RENEWED BY THE COUNCIL OF THE ORGANIZATION. THE COUNCIL WILL DETERMINE ANNUALLY IF THE BUDGET ALLOWS FOR RAISES. WHEN HIRING NEW EMPLOYEES, THE COUNCIL USES MARKET SURVEYS FOR SIMILIAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CODE OF CONDUCT, AND OTHER ORGANIZATIONAL DOCUMENTS AVAILABLE ON ITS WEBSITE. ITS FOUNDING DOCUMENTS, FORM 990 AND 990-T ARE AVAILABLE ON GUIDESTAR AND ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CATERING & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 222,549. MANAGEMENT AND GENERAL EXPENSES 20,579. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,128. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 97,215. MANAGEMENT AND GENERAL EXPENSES 130,443. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,658. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 393,764. MANAGEMENT AND GENERAL EXPENSES 453,427. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 847,191. THE GSA FOUNDATION PO BOX 9140 BOULDER CO 80301 742156871 TO DEVELOP AND PROVIDE FUNDS TO SUPPORT THE GOALS AND PROGRAMS OF THE GSA CO 501(C)3 LINE 11 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 GSA FOUNDATION INC C CASH GSA FOUNDATION INC O HISTORICAL PAYROLL GSA FOUNDATION INC N HISTORICAL SPACE USED GSA FOUNDATION INC R CASH