MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED (EIN 16-0743079)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349329861
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T19:26:10-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHEMATICAL ASSOCIATION OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATH | BusinessNameControlTxt |
| Phone | 2023875200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DUPONT CIRCLE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MICHAEL PEARSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023875200 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | MICHAEL PEARSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2028225000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J MICHAEL PEARSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DUPONT CIRCLE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,476,721 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $11,200 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,669,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,346,038 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,428,713 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,987,131 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,127,843 | PYInvestmentIncomeAmt |
| CY Investment Income | $665,337 | CYInvestmentIncomeAmt |
| PY Other Revenue | $987,618 | PYOtherRevenueAmt |
| CY Other Revenue | $994,752 | CYOtherRevenueAmt |
| PY Total Revenue | $20,213,904 | PYTotalRevenueAmt |
| CY Total Revenue | $8,993,258 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,075,856 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $960,169 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,317,635 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,670,423 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $363,571 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,081,717 | PYOtherExpensesAmt |
| CY Other Expenses | $5,230,624 | CYOtherExpensesAmt |
| PY Total Expenses | $8,475,208 | PYTotalExpensesAmt |
| CY Total Expenses | $9,861,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,738,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$867,958 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,437,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,060,928 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,866,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,775,898 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,571,206 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,285,030 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,717,279 | ExpenseAmt |
| Grant | $954,106 | GrantAmt |
| Desc | FEDERAL/OTHER EXTERNALLY FUNDED PROGRAMS - THE MAA PROVIDES ADVICE AND TECHNICAL ASSISTANCE, WHICH ENHANCE MATHEMATICAL EDUCATION, THROUGH THE SUPPORT OF FEDERAL GOVERNMENT AGENCIES AND OTHER EXTERNAL FUNDERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,531,793 | ExpenseAmt |
| Grant | $3,230 | GrantAmt |
| Revenue | $1,230,591 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES - THE MAA MEMBERS INCLUDE UNIVERSITY, COLLEGE, AND HIGH SCHOOL TEACHERS; GRADUATE AND UNDERGRADUATE STUDENTS; PURE AND APPLIED MATHEMATICIANS; COMPUTER SCIENTISTS; STATISTICIANS; STEM PROFESSIONALS, AND MANY OTHERS IN ACADEMIA, GOVERNMENT, BUSINESS, AND INDUSTRY. THE MAA PROVIDES MEMBERSHIP SERVICES CENTERED AROUND OUR CORE VALUES: COMMUNITY, INCLUSIVITY, COMMUNICATION, TEACHING & LEARNING. WE SUPPORT THE MISSION AND CORE VALUES THROUGH OUTREACH, PROGRAMS, MEETINGS, COMPETITIONS, AND PUBLICATIONS, AS WELL AS NATIONAL COMMITTEES AND 29 REGIONAL SECTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,096,695 | ExpenseAmt |
| Grant | $2,833 | GrantAmt |
| Revenue | $797,200 | RevenueAmt |
| Desc | AMERICAN MATHEMATICAL COMPETITIONS (AMC) SEEKS TO STRENGTHEN THE MATH CAPABILITIES OF OUR NATION'S YOUTH, WE IDENTIFY, RECOGNIZE AND REWARD EXCELLENCE IN MATH THROUGH A SERIES OF NATIONAL CONTESTS. ABOUT 400,000 STUDENTS FROM 6,000 SCHOOLS COMPETE ANNUALLY IN ONE OR MORE OF THESE TESTS TARGETING THE AVERAGE TO THE MOST GIFTED MATH STUDENT. THE CULMINATION OF THESE TESTS IS THE SELECTION, TRAINING AND INTERNATIONAL COMPETITION OF THE SIX STUDENTS WHO REPRESENT THE US. THE US TEAM IS USUALLY AMONG THE TOP 3 TEAMS. THE MAA-AMC ALSO SELECTS AND SPONSORS TEAMS THAT PARTICIPATE IN THE CHINA GIRL'S MATH OLYMPIAD. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,157,647 | $442,114 | ALL OTHER PROGRAM SERVICES. |
| $986,526 | $450,013 | THE MAA PUBLISHES AN ARRAY OF PEER-REVIEWED JOURNALS, BOTH PRINT AND ELECTRONIC REPRESENTING MAA'S COMMITMENT TO HIGH-QUALITY EXPOSITION OF MATH AND TEACHING AT THE COLLEGIATE LEVEL. AVAILABLE ARE THE MAA FOCUS WHICH IS THE MAA'S NEWS MAGAZINE. ALSO AVAILABLE ARE THE AMERICA MATHEMATICAL MONTHLY (10,000 SUBSCRIBERS), THE MOST WIDELY CIRCULATED JOURNAL OF COLLEGIATE MATH IN THE WORLD. MATHEMATICS MAGAZINE (8,000) AND THE COLLEGE MATH JOURNAL (8,000) OFFER A WIDE ARRAY OF MATH TOPICS. THE ONLINE PUBLICATION CONVERGENCE EMPHASIZES APPLETS AND OTHER DIGITAL RESOURCES AND THE HISTORY OF MATH. MATH HORIZONS (12,000) IS AIMED AT THE UNDERGRADUATE STUDENT.MAA PUBLISHES MANY BOOKS PER YEAR AND MAINTAINS PAST TITLES TOTALING HUNDREDS OF BOOKS AVAILABLE. WE SERVE PRIMARILY FACULTY AND UNDERGRADUATE STUDENTS WITH SOME SELECT TITLES SUITABLE FOR STUDENTS AND FACULTY AT THE GRADUATE LEVEL. TEXTBOOKS AND TEXTBOOK SUPPLEMENTS ARE A SIGNIFICANT COMPONENT OF OUR TITLES WITH THE AIM TO PROVIDE HIGH QUALITY BOOKS TO STUDENTS AT AFFORDABLE PRICES. WE ALSO OFFER PEDAGOGICAL AND BOOKS OF MATH PROBLEMS TO ACCOMMODATE A WIDE RANGE OF READERS. WE ALSO OFFER MATH BIOGRAPHIES, POPULAR WORKS AND MONOGRAPHS, ALL OF WHICH ARE WIDELY ACCESSIBLE TO THE GENERAL PUBLIC. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,144,173 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $892,127 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,489,940 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 281 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY RUTLAND-STARKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023875200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DUPONT CIRCLE NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HORTENSIA SOTO | ||||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $14,000 | $0 | $0 | ||
| JENNIFER J QUINN | ||||||||
| PAST-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADRIANA SALERNO | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA J WYELS | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $10,000 | $0 | $0 | ||
| NANCY NEUDAUER | ||||||||
| ASSOCIATE SECRETARY | 5.00 | Yes (X) | Yes (X) | $3,750 | $0 | $0 | ||
| C ALLEN BUTLER | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDRAY GOINS | ||||||||
| CHAIR, CONGRESS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA E MARANO | ||||||||
| CHAIR, COMMITTEE ON SECTIONS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMILLE DAVIE LAWRENCE | ||||||||
| OFFICER-AT-LARGE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J MICHAEL PEARSON | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $214,454 | $0 | $29,665 | 2.00 | ||
| KIMBERLY RUTLAND-STARKS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $162,326 | $0 | $25,703 | |||
| BEN SPAISMAN | ||||||||
| CHIEF BUSINESS OFFICER | 40.00 | Yes (X) | $199,803 | $0 | $16,610 | |||
| KRISTEN VU DIRECTOR | ||||||||
| DEVELOPMENT & COMMUNICATIONS | 40.00 | $147,327 | $0 | $31,492 | Yes (X) | |||
| CAROL BAXTER | ||||||||
| DIRECTOR, PUBLICATIONS | 40.00 | $116,299 | $0 | $29,579 | Yes (X) | |||
| DEIRDRE LONGACHER SMELTZER | ||||||||
| DIRECTOR, PROGRAMS | 40.00 | $163,759 | $0 | $20,547 | Yes (X) | |||
| STEPHEN COOLBAUGH | ||||||||
| DIRECTOR, MEMBERSHIP | 40.00 | $151,657 | $0 | $19,860 | Yes (X) | |||
| CHERYL ADAMS DIRECTOR | ||||||||
| MEMBER & CUSTOMER RELATIONS | 40.00 | $111,864 | $0 | $9,774 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,295,239 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $183,230 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRIGHTKEY | |||||
| 60 WEST STREET | ANNAPOLIS | MD | 21401 | CUSTOMER SERVICING CENTER | $629,928 |
| FUSIONSPAN | |||||
| 401 N WASHINGTON STREET SUITE 400 | ROCKVILLE | MD | 20850 | TECHNOLOGY CONSULTING | $347,278 |
| MARRIOTT PHILADELPHIA DOWNTOWN | |||||
| 1201 MARKET STREET | PHILADELPHIA | PA | 19107 | ANNUAL CONFERENCE HOSTING | $253,802 |
| EDUCATIONAL VISTAS INC | |||||
| PO BOX 13314 | ALBANY | NY | 12212 | TECHNOLOGY CONSULTING | $152,738 |
| TAYLOR & FRANCIE GROUP LLC | |||||
| PO BOX 416566 | BOSTON | MA | 02241 | PUBLISHING SERVICES | $145,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,631,712 | GovernmentGrantsAmt |
| All Other Contributions | $2,714,326 | AllOtherContributionsAmt |
| Noncash Contributions | $5,018 | NoncashContributionsAmt |
| Total Contributions | $4,346,038 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,230,591 | $1,230,591 | |
| AMERICAN MATH COMPETITION | 900099 | $797,200 | $797,200 | |
| MEETINGS | 900099 | $510,334 | $442,104 | $68,230 |
| PUBLICATION SALES | 900099 | $448,996 | $448,996 | |
| OTHER PROGRAMS | 900099 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,987,131 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $891,134 | TotalRevenueColumnAmt |
| Exclusion | $891,134 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $982,438 | TotalRevenueColumnAmt |
| Exclusion | $982,438 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,257,666 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,483,463 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$225,797 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$225,797 | TotalRevenueColumnAmt |
| Exclusion | -$225,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,017 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,017 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING REVENUE | 900099 | $11,200 | $11,200 | |
| MISCELLANEOUS INCOME | 900099 | $97 | $97 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,297 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,993,258 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,919,918 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,200 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,716,102 | 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 | $758,385 | TotalAmt |
| Program Services | $758,385 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,784 | TotalAmt |
| Program Services | $196,784 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,311 | TotalAmt |
| Program Services | $341,243 | ProgramServicesAmt |
| Management And General | $310,656 | ManagementAndGeneralAmt |
| Fundraising | $24,412 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,367,674 | TotalAmt |
| Program Services | $2,186,775 | ProgramServicesAmt |
| Management And General | $54,788 | ManagementAndGeneralAmt |
| Fundraising | $126,111 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,795 | TotalAmt |
| Program Services | $162,345 | ProgramServicesAmt |
| Management And General | $4,422 | ManagementAndGeneralAmt |
| Fundraising | $9,028 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,135 | TotalAmt |
| Program Services | $221,267 | ProgramServicesAmt |
| Management And General | $14,242 | ManagementAndGeneralAmt |
| Fundraising | $12,626 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,508 | TotalAmt |
| Program Services | $170,024 | ProgramServicesAmt |
| Management And General | $22,430 | ManagementAndGeneralAmt |
| Fundraising | $10,054 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,156 | TotalAmt |
| Program Services | $64,154 | ProgramServicesAmt |
| Management And General | $12,704 | ManagementAndGeneralAmt |
| Fundraising | $2,298 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,725 | TotalAmt |
| Program Services | $6,261 | ProgramServicesAmt |
| Management And General | $1,240 | ManagementAndGeneralAmt |
| Fundraising | $224 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,187 | TotalAmt |
| Program Services | $45,538 | ProgramServicesAmt |
| Management And General | $9,018 | ManagementAndGeneralAmt |
| Fundraising | $1,631 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,526,336 | TotalAmt |
| Program Services | $1,237,678 | ProgramServicesAmt |
| Management And General | $243,912 | ManagementAndGeneralAmt |
| Fundraising | $44,746 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,757 | TotalAmt |
| Program Services | $92,757 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,365 | TotalAmt |
| Program Services | $169,897 | ProgramServicesAmt |
| Management And General | $154,789 | ManagementAndGeneralAmt |
| Fundraising | $66,679 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,736 | TotalAmt |
| Program Services | $513,966 | ProgramServicesAmt |
| Management And General | $405,367 | ManagementAndGeneralAmt |
| Fundraising | $4,403 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,904 | TotalAmt |
| Program Services | $149,863 | ProgramServicesAmt |
| Management And General | $338,386 | ManagementAndGeneralAmt |
| Fundraising | $5,655 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,220 | TotalAmt |
| Program Services | $316,890 | ProgramServicesAmt |
| Management And General | $51,739 | ManagementAndGeneralAmt |
| Fundraising | $3,591 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,516 | TotalAmt |
| Program Services | $507,437 | ProgramServicesAmt |
| Management And General | $133,824 | ManagementAndGeneralAmt |
| Fundraising | $6,255 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101 | TotalAmt |
| Program Services | $59 | ProgramServicesAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,399 | TotalAmt |
| Program Services | $15,292 | ProgramServicesAmt |
| Management And General | $34,530 | ManagementAndGeneralAmt |
| Fundraising | $577 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,031 | TotalAmt |
| Program Services | $17,608 | ProgramServicesAmt |
| Management And General | $39,759 | ManagementAndGeneralAmt |
| Fundraising | $664 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FULLFILLMENT | $334,787 | $214,020 | $119,067 | $1,700 |
| BAD DEBT EXPENSE | $54,890 | $32,325 | $2,567 | $19,998 |
| MISCELLANEOUS | $46,658 | $10,094 | $24,018 | $12,546 |
| PUBLICATIONS | $36,551 | $29,624 | $5,866 | $1,061 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,305 | TotalAmt |
| Program Services | $24,654 | ProgramServicesAmt |
| Management And General | $24,376 | ManagementAndGeneralAmt |
| Fundraising | $9,275 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,861,216 | TotalAmt |
| Program Services | $7,489,940 | ProgramServicesAmt |
| Management And General | $2,007,705 | ManagementAndGeneralAmt |
| Fundraising | $363,571 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,444 | BOYAmt |
| EOY | $587,228 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,651 | BOYAmt |
| EOY | $592,412 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,812 | BOYAmt |
| EOY | $649,768 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,588 | BOYAmt |
| EOY | $502,286 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,475 | BOYAmt |
| EOY | $348,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,550,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $912,990 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,310 | BOYAmt |
| EOY | $637,774 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,550,156 | BOYAmt |
| EOY | $23,391,898 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,056 | BOYAmt |
| EOY | $7,351,465 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,437,492 | BOYAmt |
| EOY | $34,060,928 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,203,779 | BOYAmt |
| EOY | $1,171,341 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,150 | BOYAmt |
| EOY | $52,983 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431,448 | BOYAmt |
| EOY | $2,746,137 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,909 | BOYAmt |
| EOY | $7,805,437 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,866,286 | BOYAmt |
| EOY | $11,775,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,052,815 | BOYAmt |
| EOY | $13,381,531 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,518,391 | BOYAmt |
| EOY | $8,903,499 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,571,206 | BOYAmt |
| EOY | $22,285,030 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,437,492 | BOYAmt |
| EOY | $34,060,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$867,958 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,436,115 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,897 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,970,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,038,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,259,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,669,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,346,038 | CurrentTaxYearAmt |
| Total | $20,284,643 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,363,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,036,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,281,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,396,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,919,918 | CurrentTaxYearAmt |
| Total | $18,997,765 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,230 | CurrentTaxYearAmt |
| Total | $298,163 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,393,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,171,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,586,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,095,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,334,186 | CurrentTaxYearAmt |
| Total | $39,580,571 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,218 | CurrentTaxYearAmt |
| Total | $59,255 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,218 | CurrentTaxYearAmt |
| Total | $59,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $39,521,316 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,423,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $653,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,324,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,897,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,873,572 | CurrentTaxYearAmt |
| Total | $7,172,521 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,423,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $653,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,324,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,897,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,873,572 | CurrentTaxYearAmt |
| Total | $7,172,521 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97 | CurrentTaxYearAmt |
| Total | $93,554 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,856,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,857,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,929,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,995,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,207,855 | CurrentTaxYearAmt |
| Total | $46,846,646 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87510 | PublicSupportPY509Pct |
| Investment Income CY | 0.15310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.12140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,843,319 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,843,319 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $642,166 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $160,542 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $643,231 | CurrentYearMinus3Amt |
| Current Year Minus2 | $548,960 | CurrentYearMinus2Amt |
| Current Year Minus1 | $573,760 | CurrentYearMinus1Amt |
| Current Year | $642,166 | CurrentYearAmt |
| Total | $2,408,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,612,176 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $160,808 | CurrentYearMinus3Amt |
| Current Year Minus2 | $137,240 | CurrentYearMinus2Amt |
| Current Year Minus1 | $143,440 | CurrentYearMinus1Amt |
| Current Year | $160,542 | CurrentYearAmt |
| Total | $602,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $903,045 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,790,490 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,349,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $183,643 | OtherExpendituresAmt |
| End Year Balance | $4,257,716 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,072,960 | BeginningYearBalanceAmt |
| Contributions | $375,250 | ContributionsAmt |
| Investment Earnings Or Losses | $505,148 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,868 | OtherExpendituresAmt |
| End Year Balance | $5,790,490 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,701,022 | BeginningYearBalanceAmt |
| Contributions | $1,700 | ContributionsAmt |
| Investment Earnings Or Losses | $384,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,581 | OtherExpendituresAmt |
| End Year Balance | $5,072,960 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,128,405 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $599,868 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,751 | OtherExpendituresAmt |
| End Year Balance | $4,701,022 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,455,947 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | -$290,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,143 | OtherExpendituresAmt |
| End Year Balance | $4,128,405 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69462 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30538 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,875 | DepreciationAmt |
| Book Value | $213,332 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,824 | DepreciationAmt |
| Book Value | $11,698 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,313,035 | OtherCostOrOtherBasisAmt |
| Depreciation | $900,291 | DepreciationAmt |
| Book Value | $412,744 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $637,774 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION ASSET | $202,367 |
| DUE FROM IMO | $7,147 |
| RIGHT OF USE ASSET - LEASE | $7,105,119 |
| SECURITY DEPOSITS | $36,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,351,465 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $202,367 |
| LEASE LIABILITY | $7,603,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,805,437 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,557,143 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,436,115 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,436,115 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,993,258 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,993,258 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,843,319 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,843,319 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $17,897 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,897 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,861,216 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TEMPORARILY RESTRICTED NET ASSETS ARE AVAILABLE FOR SPECIFIED PROGRAMS, NET ASSETS WERE RELEASED FROM RESTRICTIONS BY INCURRING EXPENSES SATISFYING THE RESTRICTED PURPOSE. THE ASSOCIATION DOES NOT APPROPRIATE FOR EXPENDITURE ANY PORTION OF THE PERMANENTLY RESTRICTED NET ASSETS. APPROPRIATIONS ARE ONLY MADE FROM ACCUMULATIONS ON PERMANENTLY RESTRICTED ASSETS THAT ARE CLASSIFIED AS TEMPORARILY RESTRICTED. |
| PART X, LINE 2: | THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REFUND OF PRIOR YEAR GRANTS 17,897. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE OF MATHEMATICS | ||||||||
| 600 EAST BROKAW ROAD | SAN JOSE | CA | 95112 | 943205114 | 501(C)(3) | $6,000 | $0 | TENSOR SUMMA PROGRAM |
| ANDREWS UNIVERSITY | ||||||||
| 4150 ADMINISTRATION DRIVE | BERRIEN SPRINGS | MI | 49104 | 381627600 | 501(C)(3) | $29,425 | $0 | NSF/NREUP PROGRAM |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| A-285 ASB | PROVO | UT | 84604 | 870217280 | 501(C)(3) | $65,427 | $0 | NSF/PIC MATH |
| BROAD-BASE KNOWLEDGE | ||||||||
| 5935 ORCHARD AVENUE | RICHMOND | CA | 94804 | 263409089 | N/A | $52,551 | $0 | NSF/ STAT PREP |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 25800 CARLOSS BEE BLVD SA2750 | HAYWARD | CA | 94542 | 946003272 | 501(C)(3) | $6,000 | $0 | TENSOR SUMMA PROGRAM |
| CAMPBELL UNIVERSITY INC | ||||||||
| 143 MAIN STREET | BUIES CREEK | NC | 27506 | 560529940 | 501(C)(3) | $28,431 | $0 | NSF/ STAT PREP |
| CHAMINADE UNIVERSITY OF HONOLULU | ||||||||
| 3140 WAIALAE AVENUE | HONOLULU | HI | 96816 | 990272261 | 501(C)(3) | $8,000 | $0 | THE NEFF FOUNDATION |
| COLORADO MESA UNIVERSITY | ||||||||
| SPONSORED PROGRAMS | FORT COLLINS | CO | 80523 | 846000545 | 501(C)(3) | $12,000 | $0 | TENSOR WOMEN & MATH PROGRAM |
| COLORADO STATE UNIVERSITY | ||||||||
| 1874 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | 846000545 | 501(C)(3) | $6,000 | $0 | TENSOR WOMEN & MATH PROGRAM |
| DEPAUL UNIVERSITY | ||||||||
| 1 E JACKSON BOULEVARD | CHICAGO | IL | 60604 | 362167048 | 501(C)(3) | $31,113 | $0 | NSF/NREUP PROGRAM |
| ELON UNIVERSITY | ||||||||
| ELON UNIVERSITY | ELON | NC | 27244 | 560532303 | 501(C)(3) | $13,567 | $0 | NSF/ STAT PREP |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC | ||||||||
| 1 AEROSPACE BOULEVARD | DAYTONA BEACH | FL | 32114 | 590936101 | 501(C)(3) | $6,000 | $0 | TENSOR WOMEN & MATH PROGRAM |
| FAIRFIELD UNIVERSITY | ||||||||
| 1073N BENSON RD | FAIRFIELD | CT | 06824 | 060646623 | 501(C)(3) | $8,339 | $0 | NSF/NREUP PROGRAM |
| FLORIDA SOUTHWESTERN STATE COLLEGE FOUNDATION INC | ||||||||
| 8099 COLLEGE PARKWAY | FORT MYERS | FL | 33919 | 596173638 | 501(C)(3) | $26,932 | $0 | NSF/ STAT PREP |
| GIRLS SCOUTS OF MONTANA AND WYOMING | ||||||||
| 2303 GRAND AVENUE | BILLINGS | MT | 59102 | 816001486 | 501(C)(3) | $10,000 | $0 | THE NEFF FOUNDATION |
| HIGHLINE COLLEGE FOUNDATION | ||||||||
| 2400 S 240TH STREET | DES MOINES | WA | 98198 | 237428279 | 501(C)(3) | $10,664 | $0 | NSF/ STAT PREP |
| HOWARD COMMUNITY COLLEGE | ||||||||
| 10901 LITTLE PATUXENT PARKWAY | COLUMBIA | MD | 21044 | 520900106 | 501(C)(3) | $5,376 | $0 | NSF/ STAT PREP |
| HOWARD UNIVERSITY | ||||||||
| 2400 6TH STREET NW | WASHINGTON | DC | 20059 | 530204707 | 501(C)(3) | $10,830 | $0 | NSF/NREUP PROGRAM |
| KANSAS STATE UNIVERSITY | ||||||||
| 2323 ANDERSON AVENUE | MANHATTAN | KS | 66502 | 480771751 | 501(C)(3) | $6,000 | $0 | TENSOR SUMMA PROGRAM |
| MERCY COLLEGE | ||||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | 131967321 | 501(C)(3) | $6,000 | $0 | TENSOR WOMEN & MATH PROGRAM |
| MONTCLAIR SCHOLARSHIP FUND | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | 226047818 | 501(C)(3) | $29,890 | $0 | NSF/NREUP PROGRAM |
| NEW YORK CITY COLLEGE OF TECHNOLOGY FOUNDATION INC | ||||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 112529356 | 501(C)(3) | $6,000 | $0 | TENSOR SUMMA PROGRAM |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | $6,000 | $0 | TENSOR SUMMA PROGRAM |
| OCCIDENTAL COLLEGE | ||||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | 951667177 | 501(C)(3) | $29,975 | $0 | NSF/NREUP PROGRAM |
| PARK UNIVERSITY | ||||||||
| 239 SHERIDAN AVENUE | FORT MYER | VA | 22211 | 440562048 | 501(C)(3) | $5,600 | $0 | TENSOR WOMEN & MATH PROGRAM |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 25 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | 160743140 | 501(C)(3) | $8,090 | $0 | NSF/PIC MATH |
| SAM HOUSTON STATE UNIVERSITY | ||||||||
| 1905 UNIVERSITY AVENUE | HUNTSVILLE | TX | 77340 | 746001430 | 501(C)(3) | $29,475 | $0 | NSF/NREUP PROGRAM |
| SAN FRANCISCO STATE UNIVERSITY | ||||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | 931137247 | 501(C)(3) | $22,574 | $0 | NSF/COMINDS |
| SHIPPENSBURG UNIVERSITY PRESS | ||||||||
| 1871 OLD MAIN DR | SHIPPENSBURG | PA | 17251 | 232161852 | 501(C)(3) | $30,130 | $0 | NSF/COMINDS |
| ST OLAF COLLEGE | ||||||||
| 1520 ST OLAF AVENUE | NORTHFIELD | MN | 55057 | 410693979 | 501(C)(3) | $9,485 | $0 | NSF/ STAT PREP |
| STONEHILL COLLEGE INC | ||||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | 042104229 | 501(C)(3) | $6,000 | $0 | TENSOR WOMEN & MATH PROGRAM |
| TARLETON STATE UNIVERSITY | ||||||||
| 1333 WEST WASHINGTON STREET | STEPHENVILLE | TX | 76402 | 751633641 | 501(C)(3) | $29,749 | $0 | NSF/NREUP PROGRAM |
| UNIVERSITY OF ALABAMA | ||||||||
| BOX 870135 | TUSCALOOSA | AL | 35487 | 636001138 | 501(C)(3) | $5,330 | $0 | TENSOR WOMEN & MATH PROGRAM |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | ||||||||
| 200 WHITTINGTON AVENUE | HOT SPRINGS | AR | 71901 | 716056774 | 501(C)(3) | $10,000 | $0 | THE NEFF FOUNDATION |
| UNIVERSITY OF CENTRAL OKLAHOMA | ||||||||
| 100 N UNIVERSITY DRIVE | EDMOND | OK | 73034 | 731353314 | 501(C)(3) | $17,253 | $0 | NSF/NREUP PROGRAM |
| UNIVERSITY OF GUAM | ||||||||
| 303 UNIVERSITY DRIVE UOG STATION | MANGILAO | GU | 96923 | 980032933 | 501(C)(3) | $36,143 | $0 | NSF/NREUP PROGRAM |
| UNIVERSITY OF HAWAII | ||||||||
| SPALDING HALL 2540 MAILE WAY | HONOLULU | HI | 96822 | 996000354 | 501(C)(3) | $15,000 | $0 | TENSOR SUMA AWARDS, THE NEFF FOUNDATION |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | ||||||||
| 109 KINKEAD HALL | LEXINGTON | KY | 40506 | 616033693 | 501(C)(3) | $9,290 | $0 | THE NEFF FOUNDATION |
| UNIVERSITY OF MINNESOTA | ||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 501(C)(3) | $6,000 | $0 | TENSOR WOMEN & MATH PROGRAM |
| UNIVERSITY OF SOUTH ALABAMA | ||||||||
| 307 N UNIVERSITY BOULEVARD | MOBILE | AL | 36688 | 630477348 | 501(C)(3) | $5,950 | $0 | TENSOR WOMEN & MATH PROGRAM |
| UTAH STATE UNIVERSITY | ||||||||
| 2400 OLD MAIN HILL | LOGAN | UT | 84322 | 876000528 | 501(C)(3) | $5,880 | $0 | TENSOR SUMMA PROGRAM |
| WORCESTER POLYTECHNIC | ||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | 042121659 | 501(C)(3) | $6,000 | $0 | TENSOR WOMEN & MATH PROGRAM |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| ONE UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | 341011998 | 501(C)(3) | $6,000 | $0 | TENSOR SUMMA PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 42 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (23 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SLIFFE | 24 | $12,987 |
| JAMES CRAWFORD TEACHING | 1 | $500 |
| SELDON FUND | 1 | $500 |
| HALMOS FUND | 6 | $4,000 |
| EARL/POLYA FUND | 4 | $2,000 |
| SOLOW AWARD | 2 | $2,500 |
| LEITZEL FUND | 1 | $1,000 |
| BECKENBACH FUND | 2 | $2,500 |
| HEDRICK AWARD FUND | 1 | $1,000 |
| PUTNAM AWARDS | 47 | $123,150 |
| INCLUSIVITY AWARD | 1 | $2,500 |
| CHAUVENET | 3 | $2,000 |
| ALLENDOERFER | 5 | $2,000 |
| D.E SHAW (AMC8) | 25 | $5,000 |
| SIGMA (AMC 10) | 5 | $5,000 |
| AMC 12 (AKAMAI, JANE STREET) | 11 | $9,167 |
| TREVOR EVANS AWARD FUND | 3 | $750 |
| DOLCIANI K-16 | 1 | $5,000 |
| EULER PRIZE | 4 | $2,000 |
| HU AWARD FUND | 1 | $5,000 |
| ALDER AWARD | 2 | $2,000 |
| HAIMO TEACHING AWARD FUND | 3 | $3,000 |
| SIGMAA HOM | 2 | $3,230 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE MAA MAKES AWARDS THROUGH COMMITTEES SET UP TO REVIEW APPLICANT OR RECIPIENT QUALIFICATIONS, AWARD AMOUNTS ARE DETERMINED BY THE ORGANIZATION IN ADVANCE OF THE AWARD BEING MADE. IN THE CASE OF A GRANT AWARDED TO A RECIPIENT INDIVIDUAL OR ORGANIZATION THAT IS NOT MADE IN RESPONSE TO PAST ACHIEVEMENTS BUT TO FUND FUTURE WORK, THE MAA HAS DEVELOPED CRITERIA WHICH GOVERN ALL GRANT RECIPIENTS. THESE POLICIES HAVE BEEN APPROVED BY THE COGNIZANT AGENCY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J MICHAEL PEARSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $214,454 | $0 | $0 | $0 | $0 | $0 | $21,225 | $0 | $8,440 | $0 | $244,119 | $0 | $0 | $0 |
| BEN SPAISMAN | ||||||||||||||
| CHIEF BUSINESS OFFICER | $199,803 | $0 | $0 | $0 | $0 | $0 | $15,000 | $0 | $1,610 | $0 | $216,413 | $0 | $0 | $0 |
| KIMBERLY RUTLAND-STARKS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $162,326 | $0 | $0 | $0 | $0 | $0 | $12,589 | $0 | $13,114 | $0 | $188,029 | $0 | $0 | $0 |
| DEIRDRE LONGACHER SMELTZER | ||||||||||||||
| DIRECTOR, PROGRAMS | $163,759 | $0 | $0 | $0 | $0 | $0 | $12,390 | $0 | $8,157 | $0 | $184,306 | $0 | $0 | $0 |
| KRISTEN VU DIRECTOR | ||||||||||||||
| DEVELOPMENT & COMMUNICATIONS | $147,327 | $0 | $0 | $0 | $0 | $0 | $11,812 | $0 | $19,680 | $0 | $178,819 | $0 | $0 | $0 |
| STEPHEN COOLBAUGH | ||||||||||||||
| DIRECTOR, MEMBERSHIP | $148,657 | $0 | $3,000 | $0 | $0 | $0 | $11,475 | $0 | $8,385 | $0 | $171,517 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | A NON-FIXED, DISCRETIONARY BONUS WAS PAID TO STEPHEN COOLBAUGH, DIRECTOR, MEMBERSHIP, DURING THE YEAR ENDING DECEMBER 31, 2022. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE MATHEMATICAL ASSOCIATION OF AMERICA IS OPEN TO ALL THOSE WHO HAVE AN INTEREST IN THE FIELD OF MATHEMATICS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD MEMBERS WHO ARE ELECTED BY VOTE BY THE ENTIRE MEMBERSHIP ARE THE PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT AND VICE PRESIDENT. OF THE 52 MEMBERS OF CONGRESS, 29 ARE REPRESENTATIVE FROM EACH OF THE 29 REGIONAL SECTIONS OF THE MAA, WHICH ARE ELECTED WITHIN THEIR SECTIONS BY THE DIRECT VOTE OF THE MEMBERSHIP. THE SECTIONS ARE SEPARATE ENTITIES, ALL OTHER BOARD MEMBERS ARE ELECTED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ONLY DECISIONS OF THE BOARD THAT ARE SUBSEQUENTLY VOTED ON BY THE MEMBERS (THOSE PRESENT AT THE BUSINESS MEETING HELD AT THE END OF BOTH SEMI-ANNUAL MEETINGS OF THE MAA) ARE THOSE RELATING TO BYLAWS CHANGES. THOSE ARE PUT BEFORE THE MEMBERS PRESENT AT THE BUSINESS MEETINGS FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS MADE AVAILABLE TO ALL GOVERNING BODY MEMBERS FOR REVIEW BEFORE FILING. A COPY OF THE FINAL REPORT IS AVAILABLE UPON REQUEST ON THE MAA WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL FINANCIAL TRANSACTIONS WITH OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE EXAMINED TO ENSURE THAT PAYMENTS TO THEM ARE EITHER IN RESPONSE TO SUBMITTED EXPENSE REPORTS OR ARE IN AGREEMENT WITH NEGOTIATED CONTRACTS FOR SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SALARIES OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER ARE DETERMINED BY AN OVERSIGHT COMMITTEE WHICH IS MADE UP OF THE PRESIDENT, TREASURER AND PRESIDENT-ELECT OR THE PAST-PRESIDENT. COMPARABILITY DATA WAS USED FOR THE SALARY OF THE EXECUTIVE DIRECTOR BUT NOT FOR THE CHIEF FINANCIAL OFFICER. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION WAS MADE. THE COMPENSATION FOR THE NON-STAFF OFFICERS (SECRETARY AND PRESIDENT), IS OVERSEEN BY THE COMPENSATION COMMITTEE WHICH DID NOT CONTEMPORANEOUSLY SUBSTANTIATE THEIR DISCUSSION AND WHICH DID NOT USE COMPARABILITY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORMS 990 AND 990-T AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE MAA WEBSITE IN A PUBLICLY ACCESSIBLE LOCATION. |
| FORM 990, PART VII, SECTION A, LINE 5: | COMPENSATED BOARD MEMBERS LISTED ON PART VII WERE COMPENSATED BY THEIR APPLICABLE UNIVERSITIES. THE AMOUNTS LISTED IN COLUMN (D) WERE PAYMENTS TO THE UNIVERSITIES FOR A BUYOUT OF THOSE BOARD MEMBERS' TIME SPENT FOR THE MATHEMATICAL ASSOCIATION OF AMERICA. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 919,812. MANAGEMENT AND GENERAL EXPENSES 182,158. FUNDRAISING EXPENSES 32,941. TOTAL EXPENSES 1,134,911. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 317,866. MANAGEMENT AND GENERAL EXPENSES 61,754. FUNDRAISING EXPENSES 11,805. TOTAL EXPENSES 391,425. |
| FORM 990, PART XI, LINE 9: | REFUND OF PRIOR YEAR GRANTS 17,897. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WALTER B FORD LECTURE FUND OF THE MATHEMATICAL ASSOCATION | ||||||||||
| 1529 18TH ST NW | WASHINGTON | DC | 20036 | 237275372 | SUPPORT MATH | DC | 501(C)(3) | LINE 12A, I | N/A | 0 |
| EDYTHE MAE SLIFFE FUND | ||||||||||
| 1529 18TH ST NW | WASHINGTON | DC | 20036 | 522169103 | SUPPORT MATH | DC | 501(C)(4) | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments