2023-11-15T19:26:10-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 160743079 MATHEMATICAL ASSOCIATION OF AMERICA INC MATH 2023875200 11 DUPONT CIRCLE NW 200 WASHINGTON DC 20036 J MICHAEL PEARSON EXECUTIVE DIRECTOR 2023875200 2023-11-15 1 J MICHAEL PEARSON XXX-XX-XXXX 0 AARON M FOX P01365820 2028225000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z J MICHAEL PEARSON 11 DUPONT CIRCLE NW 200 WASHINGTON DC 20036 10476721 0 X WWW.MAA.ORG X 1920 IL THE MISSION OF MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. 9 7 40 100 11200 0 4669730 4346038 3428713 2987131 11127843 665337 987618 994752 20213904 8993258 1075856 960169 0 0 3317635 3670423 0 0 363571 4081717 5230624 8475208 9861216 11738696 -867958 32437492 34060928 3866286 11775898 28571206 22285030 X THE MISSION OF THE MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. 0 0 2717279 954106 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. 1531793 3230 1230591 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. 1096695 2833 797200 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. 1157647 442114 ALL OTHER PROGRAM SERVICES. 986526 450013 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. 2144173 892127 7489940 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 281 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 1 1 AR AZ CA CO CT FL GA IL KS KY MA MD ME MI MN MS NC ND NH NJ NY OR PA SC TN VA WA WI X X KIMBERLY RUTLAND-STARKS 2023875200 11 DUPONT CIRCLE NW SUITE 200 WASHINGTON DC 20036 X HORTENSIA SOTO PRESIDENT 10.00 X X 14000 0 0 JENNIFER J QUINN PAST-PRESIDENT 5.00 X X 0 0 0 ADRIANA SALERNO VICE PRESIDENT 5.00 X X 0 0 0 CYNTHIA J WYELS SECRETARY 5.00 X X 10000 0 0 NANCY NEUDAUER ASSOCIATE SECRETARY 5.00 X X 3750 0 0 C ALLEN BUTLER TREASURER 5.00 X X 0 0 0 EDRAY GOINS CHAIR, CONGRESS 5.00 X X 0 0 0 LISA E MARANO CHAIR, COMMITTEE ON SECTIONS 5.00 X X 0 0 0 EMILLE DAVIE LAWRENCE OFFICER-AT-LARGE 5.00 X X 0 0 0 J MICHAEL PEARSON EXECUTIVE DIRECTOR 40.00 2.00 X 214454 0 29665 KIMBERLY RUTLAND-STARKS CHIEF FINANCIAL OFFICER 40.00 X 162326 0 25703 BEN SPAISMAN CHIEF BUSINESS OFFICER 40.00 X 199803 0 16610 KRISTEN VU DIRECTOR DEVELOPMENT & COMMUNICATIONS 40.00 X 147327 0 31492 CAROL BAXTER DIRECTOR, PUBLICATIONS 40.00 X 116299 0 29579 DEIRDRE LONGACHER SMELTZER DIRECTOR, PROGRAMS 40.00 X 163759 0 20547 STEPHEN COOLBAUGH DIRECTOR, MEMBERSHIP 40.00 X 151657 0 19860 CHERYL ADAMS DIRECTOR MEMBER & CUSTOMER RELATIONS 40.00 X 111864 0 9774 1295239 0 183230 12 0 1 0 BRIGHTKEY 60 WEST STREET ANNAPOLIS MD 21401 CUSTOMER SERVICING CENTER 629928 FUSIONSPAN 401 N WASHINGTON STREET SUITE 400 ROCKVILLE MD 20850 TECHNOLOGY CONSULTING 347278 MARRIOTT PHILADELPHIA DOWNTOWN 1201 MARKET STREET PHILADELPHIA PA 19107 ANNUAL CONFERENCE HOSTING 253802 EDUCATIONAL VISTAS INC PO BOX 13314 ALBANY NY 12212 TECHNOLOGY CONSULTING 152738 TAYLOR & FRANCIE GROUP LLC PO BOX 416566 BOSTON MA 02241 PUBLISHING SERVICES 145083 6 1631712 2714326 5018 4346038 MEMBERSHIP DUES 900099 1230591 1230591 AMERICAN MATH COMPETITION 900099 797200 797200 MEETINGS 900099 510334 442104 68230 PUBLICATION SALES 900099 448996 448996 OTHER PROGRAMS 900099 10 10 2987131 891134 891134 982438 982438 1257666 1483463 -225797 -225797 -225797 1017 0 1017 1017 ADVERTISING REVENUE 900099 11200 11200 MISCELLANEOUS INCOME 900099 97 97 11297 8993258 2919918 11200 1716102 X 758385 758385 196784 196784 5000 5000 676311 341243 310656 24412 2367674 2186775 54788 126111 175795 162345 4422 9028 248135 221267 14242 12626 202508 170024 22430 10054 79156 64154 12704 2298 7725 6261 1240 224 56187 45538 9018 1631 1526336 1237678 243912 44746 92757 92757 391365 169897 154789 66679 923736 513966 405367 4403 493904 149863 338386 5655 372220 316890 51739 3591 647516 507437 133824 6255 101 59 5 37 50399 15292 34530 577 58031 17608 39759 664 FULLFILLMENT 334787 214020 119067 1700 BAD DEBT EXPENSE 54890 32325 2567 19998 MISCELLANEOUS 46658 10094 24018 12546 PUBLICATIONS 36551 29624 5866 1061 58305 24654 24376 9275 9861216 7489940 2007705 363571 383444 587228 455651 592412 1192812 649768 446588 502286 107475 348097 1550764 912990 120310 637774 29550156 23391898 181056 7351465 32437492 34060928 1203779 1171341 57150 52983 2431448 2746137 173909 7805437 3866286 11775898 X 18052815 13381531 10518391 8903499 28571206 22285030 32437492 34060928 X -867958 -5436115 17897 X 0 1 X 1 0 X 4970386 4038751 2259738 4669730 4346038 20284643 4363749 5036045 3281918 3396135 2919918 18997765 59316 97109 44358 29150 68230 298163 9393451 9171905 5586014 8095015 7334186 39580571 10860 11327 6000 19850 11218 59255 0 10860 11327 6000 19850 11218 59255 39521316 1423774 653028 1324264 1897883 1873572 7172521 1423774 653028 1324264 1897883 1873572 7172521 39332 32185 19007 2933 97 93554 10856557 9857118 6929285 9995831 9207855 46846646 0.84360 0.87510 0.15310 0.12140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 9843319 9843319 642166 160542 0 0 643231 548960 573760 642166 2408117 3612176 160808 137240 143440 160542 602030 903045 5790490 500 -1349631 183643 4257716 5072960 375250 505148 162868 5790490 4701022 1700 384819 14581 5072960 4128405 500 599868 27751 4701022 4455947 600 -290999 37143 4128405 0.00000 0.69462 0.30538 0 0 223207 9875 213332 14522 2824 11698 1313035 900291 412744 637774 DEFERRED COMPENSATION ASSET 202367 DUE FROM IMO 7147 RIGHT OF USE ASSET - LEASE 7105119 SECURITY DEPOSITS 36832 7351465 DEFERRED COMPENSATION LIABILITY 202367 LEASE LIABILITY 7603070 7805437 X 3557143 -5436115 -5436115 8993258 0 8993258 9843319 0 9843319 17897 17897 9861216 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. 1 AMERICAN INSTITUTE OF MATHEMATICS 600 EAST BROKAW ROAD SAN JOSE CA 95112 943205114 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM ANDREWS UNIVERSITY 4150 ADMINISTRATION DRIVE BERRIEN SPRINGS MI 49104 381627600 501(C)(3) 29425 0 NSF/NREUP PROGRAM BRIGHAM YOUNG UNIVERSITY A-285 ASB PROVO UT 84604 870217280 501(C)(3) 65427 0 NSF/PIC MATH BROAD-BASE KNOWLEDGE 5935 ORCHARD AVENUE RICHMOND CA 94804 263409089 N/A 52551 0 NSF/ STAT PREP CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION 25800 CARLOSS BEE BLVD SA2750 HAYWARD CA 94542 946003272 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM CAMPBELL UNIVERSITY INC 143 MAIN STREET BUIES CREEK NC 27506 560529940 501(C)(3) 28431 0 NSF/ STAT PREP CHAMINADE UNIVERSITY OF HONOLULU 3140 WAIALAE AVENUE HONOLULU HI 96816 990272261 501(C)(3) 8000 0 THE NEFF FOUNDATION COLORADO MESA UNIVERSITY SPONSORED PROGRAMS FORT COLLINS CO 80523 846000545 501(C)(3) 12000 0 TENSOR WOMEN & MATH PROGRAM COLORADO STATE UNIVERSITY 1874 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM DEPAUL UNIVERSITY 1 E JACKSON BOULEVARD CHICAGO IL 60604 362167048 501(C)(3) 31113 0 NSF/NREUP PROGRAM ELON UNIVERSITY ELON UNIVERSITY ELON NC 27244 560532303 501(C)(3) 13567 0 NSF/ STAT PREP EMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC 1 AEROSPACE BOULEVARD DAYTONA BEACH FL 32114 590936101 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM FAIRFIELD UNIVERSITY 1073N BENSON RD FAIRFIELD CT 06824 060646623 501(C)(3) 8339 0 NSF/NREUP PROGRAM FLORIDA SOUTHWESTERN STATE COLLEGE FOUNDATION INC 8099 COLLEGE PARKWAY FORT MYERS FL 33919 596173638 501(C)(3) 26932 0 NSF/ STAT PREP GIRLS SCOUTS OF MONTANA AND WYOMING 2303 GRAND AVENUE BILLINGS MT 59102 816001486 501(C)(3) 10000 0 THE NEFF FOUNDATION HIGHLINE COLLEGE FOUNDATION 2400 S 240TH STREET DES MOINES WA 98198 237428279 501(C)(3) 10664 0 NSF/ STAT PREP HOWARD COMMUNITY COLLEGE 10901 LITTLE PATUXENT PARKWAY COLUMBIA MD 21044 520900106 501(C)(3) 5376 0 NSF/ STAT PREP HOWARD UNIVERSITY 2400 6TH STREET NW WASHINGTON DC 20059 530204707 501(C)(3) 10830 0 NSF/NREUP PROGRAM KANSAS STATE UNIVERSITY 2323 ANDERSON AVENUE MANHATTAN KS 66502 480771751 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM MERCY COLLEGE 555 BROADWAY DOBBS FERRY NY 10522 131967321 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM MONTCLAIR SCHOLARSHIP FUND 1 NORMAL AVENUE MONTCLAIR NJ 07043 226047818 501(C)(3) 29890 0 NSF/NREUP PROGRAM NEW YORK CITY COLLEGE OF TECHNOLOGY FOUNDATION INC 1960 KENNY ROAD COLUMBUS OH 43210 112529356 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM OCCIDENTAL COLLEGE 1600 CAMPUS ROAD LOS ANGELES CA 90041 951667177 501(C)(3) 29975 0 NSF/NREUP PROGRAM PARK UNIVERSITY 239 SHERIDAN AVENUE FORT MYER VA 22211 440562048 501(C)(3) 5600 0 TENSOR WOMEN & MATH PROGRAM ROCHESTER INSTITUTE OF TECHNOLOGY 25 LOMB MEMORIAL DR ROCHESTER NY 14623 160743140 501(C)(3) 8090 0 NSF/PIC MATH SAM HOUSTON STATE UNIVERSITY 1905 UNIVERSITY AVENUE HUNTSVILLE TX 77340 746001430 501(C)(3) 29475 0 NSF/NREUP PROGRAM SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 931137247 501(C)(3) 22574 0 NSF/COMINDS SHIPPENSBURG UNIVERSITY PRESS 1871 OLD MAIN DR SHIPPENSBURG PA 17251 232161852 501(C)(3) 30130 0 NSF/COMINDS ST OLAF COLLEGE 1520 ST OLAF AVENUE NORTHFIELD MN 55057 410693979 501(C)(3) 9485 0 NSF/ STAT PREP STONEHILL COLLEGE INC 320 WASHINGTON STREET EASTON MA 02357 042104229 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM TARLETON STATE UNIVERSITY 1333 WEST WASHINGTON STREET STEPHENVILLE TX 76402 751633641 501(C)(3) 29749 0 NSF/NREUP PROGRAM UNIVERSITY OF ALABAMA BOX 870135 TUSCALOOSA AL 35487 636001138 501(C)(3) 5330 0 TENSOR WOMEN & MATH PROGRAM UNIVERSITY OF ARKANSAS FOUNDATION INC 200 WHITTINGTON AVENUE HOT SPRINGS AR 71901 716056774 501(C)(3) 10000 0 THE NEFF FOUNDATION UNIVERSITY OF CENTRAL OKLAHOMA 100 N UNIVERSITY DRIVE EDMOND OK 73034 731353314 501(C)(3) 17253 0 NSF/NREUP PROGRAM UNIVERSITY OF GUAM 303 UNIVERSITY DRIVE UOG STATION MANGILAO GU 96923 980032933 501(C)(3) 36143 0 NSF/NREUP PROGRAM UNIVERSITY OF HAWAII SPALDING HALL 2540 MAILE WAY HONOLULU HI 96822 996000354 501(C)(3) 15000 0 TENSOR SUMA AWARDS, THE NEFF FOUNDATION UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 109 KINKEAD HALL LEXINGTON KY 40506 616033693 501(C)(3) 9290 0 THE NEFF FOUNDATION UNIVERSITY OF MINNESOTA NW 5957 PO BOX 1450 MINNEAPOLIS MN 55485 416007513 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BOULEVARD MOBILE AL 36688 630477348 501(C)(3) 5950 0 TENSOR WOMEN & MATH PROGRAM UTAH STATE UNIVERSITY 2400 OLD MAIN HILL LOGAN UT 84322 876000528 501(C)(3) 5880 0 TENSOR SUMMA PROGRAM WORCESTER POLYTECHNIC 100 INSTITUTE ROAD WORCESTER MA 01609 042121659 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM YOUNGSTOWN STATE UNIVERSITY ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 341011998 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM 42 1 SLIFFE 24 12987 JAMES CRAWFORD TEACHING 1 500 SELDON FUND 1 500 HALMOS FUND 6 4000 EARL/POLYA FUND 4 2000 SOLOW AWARD 2 2500 LEITZEL FUND 1 1000 BECKENBACH FUND 2 2500 HEDRICK AWARD FUND 1 1000 PUTNAM AWARDS 47 123150 INCLUSIVITY AWARD 1 2500 CHAUVENET 3 2000 ALLENDOERFER 5 2000 D.E SHAW (AMC8) 25 5000 SIGMA (AMC 10) 5 5000 AMC 12 (AKAMAI, JANE STREET) 11 9167 TREVOR EVANS AWARD FUND 3 750 DOLCIANI K-16 1 5000 EULER PRIZE 4 2000 HU AWARD FUND 1 5000 ALDER AWARD 2 2000 HAIMO TEACHING AWARD FUND 3 3000 SIGMAA HOM 2 3230 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 1 0 J MICHAEL PEARSON EXECUTIVE DIRECTOR 214454 0 0 0 0 0 21225 0 8440 0 244119 0 0 0 BEN SPAISMAN CHIEF BUSINESS OFFICER 199803 0 0 0 0 0 15000 0 1610 0 216413 0 0 0 KIMBERLY RUTLAND-STARKS CHIEF FINANCIAL OFFICER 162326 0 0 0 0 0 12589 0 13114 0 188029 0 0 0 DEIRDRE LONGACHER SMELTZER DIRECTOR, PROGRAMS 163759 0 0 0 0 0 12390 0 8157 0 184306 0 0 0 KRISTEN VU DIRECTOR DEVELOPMENT & COMMUNICATIONS 147327 0 0 0 0 0 11812 0 19680 0 178819 0 0 0 STEPHEN COOLBAUGH DIRECTOR, MEMBERSHIP 148657 0 3000 0 0 0 11475 0 8385 0 171517 0 0 0 PART I, LINE 7 A NON-FIXED, DISCRETIONARY BONUS WAS PAID TO STEPHEN COOLBAUGH, DIRECTOR, MEMBERSHIP, DURING THE YEAR ENDING DECEMBER 31, 2022. 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0