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THE EARNINGS FROM THE ENDOWMENTS HELP SUPPORT THE HISTORY CENTER, THE NIELS BOHR LIBRARY AND ARCHIVES, AND SOCIETY OF PHYSICS STUDENTS, HIGH SCHOOL PHYSICS EDUCATION PROGRAMS, AND OTHER AREAS RELATED TO THE PHYSICAL SCIENCES, WHICH ALLOWS AIP TO CONTINUE TO PRESERVE HISTORICAL DOCUMENTS RELATED TO PHYSICS, OFFER LECTURES THAT ARE OPEN TO THE PUBLIC, PRESENT AWARDS AND GRANTS FOR ACHIEVEMENTS IN PHYSICS AND HELP SUPPORT THE COMMUNITY THROUGH EDUCATION. THE AIP TAKES A VERY PROACTIVE ROLE IN REGARD TO OPERATIONAL AND FINANCIAL MANAGEMENT. THIS CONSISTS OF ROUTINE REVIEWS OF THE ASSET BASE, OPERATIONAL NEEDS, AND KEY RISK FACTORS. THE RESULT OF THESE EFFORTS HAS LED TO DESIGNATION OF AIP'S NET ASSET BASE TO BEST ALIGN OUR RESOURCES IN SUPPORT OF OUR PROGRAMS AND TO MITIGATE KEY OPERATIONAL RISKS IN ACCORDANCE WITH THE MISSION OF THE ORGANIZATION. ALL DESIGNATIONS ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND ARE ADJUSTED BASED ON THE LATEST OPERATIONAL NEEDS AND RISK FACTORS. AIP ESTABLISHED THE FOLLOWING QUASI-ENDOWMENT FUNDS: GENERAL QUASI-ENDOWMENT - A BOARD DESIGNATED QUASI-ENDOWMENT CREATED FOR THE PURPOSE OF FUNDING AIP PROGRAM OPERATIONS. VENTURE FUND - THE VF WAS ESTABLISHED IN 2016 AS A BOARD-DESIGNATED QUASI ENDOWMENT FUND ESTABLISHED TO ENCOURAGE COLLABORATIVE PARTNERSHIPS AMONG ONE OR MORE MEMBER SOCIETIES AND AIP. COLLABORATIVE PROJECTS FUNDED BY THE VPF ARE EXPECTED TO BE STRATEGY DRIVEN, PROMOTE GROWTH, AND INCREASE STATURE AND INNOVATION WITHIN THE MEMBER SOCIETIES AND THE AIP FEDERATION. SUSTAINABILITY OF THE NIELS BOHR LIBRARY AND ARCHIVES AND THE CENTER FOR HISTORY OF PHYSICS - A NEW QUASI-ENDOWMENT DESIGNATED BY THE BOARD OF DIRECTORS TO BEGIN A FUND TO SUPPORT THE OPERATIONS OF THE NIELS BOHR LIBRARY AND ARCHIVE AND CENTER OF HISTORY OF PHYSICS IN PERPETUITY. SCHEDULE D, PART X, LINE 2: THE AMERICAN INSTITUTE OF PHYSICS INCORPORATED HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS TAX EXEMPT UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC, EXCEPT ON NET INCOME FROM UNRELATED BUSINESS ACTIVITIES (PRIMARILY ADVERTISING). AIP'S ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS TO RECOGNIZE TAX POSITIONS IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. ON DECEMBER 31, 2022 AND 2021, A PROVISION OF $10,000 FOR STATE INCOME TAXES WAS RECORDED. AIP BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. true East Asia and the Pacific 1 6 Program Services LIAISON OFFICE 833000 Europe (Including Iceland and Greenland) 0 0 Grantmaking 30657 East Asia and the Pacific 0 0 Grantmaking 15500 Middle East and North Africa 0 0 Grantmaking 6000 North America 0 0 Grantmaking 4844 South America 0 0 Grantmaking 11054 1 6 1 6 901055 901055 South America See Part V 10000 CHECK Europe (Including Iceland and Greenland) See Part V 7852 CHECK 2 RESEARCH FELLOWSHIP Europe (Including Iceland and Greenland) 1 12000 CHECK Awards for Acheivements in Physics Europe (Including Iceland and Greenland) 2 3000 check Awards for Acheivements in Physics Middle East and North Africa 1 2500 check Awards for Acheivements in Physics East Asia and the Pacific 4 13000 check Scholarships and Awards Middle East and North Africa 2 3500 check Research Travel Grants Europe (Including Iceland and Greenland) 3 2805 check Research Travel Grants South America 1 1054 check Research Travel Grants North America 1 4844 check Research Travel Grants East Asia and the Pacific 1 2500 check true false true true true false SCHEDULE F, PART I, LINE 2: GRANTMAKERS EXPLANATION FOR MONITORING USE OF FUNDS OUTSIDE THE U.S: AIP HAS ESTABLISHED AND FOLLOWS DOCUMENTED POLICIES AND PROCEDURES TO MONITOR, EVALUATE AND REVIEW ALL TYPES OF GRANTS, AWARDS, AND ASSISTANCE ON A REGULAR BASIS. SCHEDULE F, PART I, LINE 3F: THE ACCOUNTING METHOD USED FOR THE EXPENDITURES SHOWN IS THE ACCRUAL BASIS. SCHEDULE F, PART II: 1. DATA COLLECTION PERSONAL ARCHIVES OF JOSE LEITE LOPES 2. 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X true true X X X X X false false false false false false false false false MICHAEL MOLONEY CEO 433856 0 89150 0 21400 0 30500 0 19740 0 594646 0 0 0 JAMES TAYLOR CHIEF FEDERATION OFFICER 98667 0 28327 0 18828 0 0 0 5070 0 150892 0 0 0 CATHERINE SWARTZ CFAO 331299 0 24050 0 22994 0 30500 0 19678 0 428521 0 0 0 TRACY DENIEN AIPP, HEAD OF INFO TECHNOLOGY 205925 0 22818 0 900 0 24136 0 42093 0 295872 0 0 0 DEAN SANDERSON AIPP, CHIEF STRATEGY OFFICER 339317 0 68600 0 11765 0 30500 0 33196 0 483378 0 0 0 ANN MICHAEL AIPP,Chief Transformation Ofcr 339062 0 0 0 900 0 0 0 28662 0 368624 0 0 0 ALEXANDRA VANCE AIPP, CEO 453861 0 93449 0 21400 0 30500 0 42093 0 641303 0 0 0 ROY LEVENSON AIPP, CFO 331253 0 98785 0 13646 0 30500 0 22702 0 496886 0 0 0 KEVIN STEINER AIPP, HEAD OF GLOBAL SALES 191944 0 51545 0 900 0 25526 0 26527 0 296442 0 0 0 SCOTT MONTGOMERY CHIEF CONTENT OFFICER 189858 0 14407 0 900 0 0 0 435 0 205600 0 0 0 PENELOPE DONHAUSER AIPP, CHIEF PUBLISHING OFFICER 282201 0 56333 0 900 0 29351 0 2589 0 371374 0 0 0 MADELINE SUTTON AIPP, HEAD OF PEOPLE & CULTURE 184328 0 20979 0 900 0 21415 0 27084 0 254706 0 0 0 NANCY RAWLES CHIEF TALENT & CULTURE OFFICER 204465 0 3409 0 900 0 20539 0 19226 0 248539 0 0 0 SHERRY RENDER CONTROLLER & DIR OF FINANCE 203155 0 7452 0 900 0 20036 0 19300 0 250843 0 0 0 LIZ CARON CHIEF OF STAFF 191820 0 30977 0 6292 0 18512 0 566 0 248167 0 0 0 SARA GIRARD AIPP, HEAD OF MKT AND COMM 209136 0 22858 0 900 0 23202 0 27085 0 283181 0 0 0 SCHEDULE J, PART I, LINE 1A: GROSS-UP PAYMENTS - IF AN EMPLOYEE REACHES THE IRS LIMITATION FOR EMPLOYER RETIREMENT CONTRIBUTIONS, THE ORGANIZATION PROVIDES A GROSS UP PAYMENT EQUIVALENT TO THE DIFFERENCE BETWEEN THE MAX AMOUNT AND THE AMOUNT THAT WOULD HAVE BEEN CONTRIBUTED IF THERE WERE NO LIMITATIONS. SCHEDULE J, PART I, LINE 3: COMPENSATION REVIEW & APPROVAL PROCESS CEO: AIP'S BOARD OF DIRECTORS HAS DESIGNATED A COMPENSATION COMMITTEE TO MANAGE COMPENSATION OF AIP'S CEO. THE CHARTER OF THE COMPENSATION COMMITTEE PROVIDES FOR A PROCEDURE THAT IS CONSISTENT WITH APPLICABLE LAW AND BEST PRACTICES. THE CHARTER PROVIDES THAT THE COMMITTEE "SHALL MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS WITH RESPECT TO THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER." THE COMPENSATION COMMITTEE OBTAINS DATA AS TO COMPARABLE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, RECOMMENDS TERMS OF THE CEO'S EMPLOYMENT AGREEMENTS, AND DETERMINES REASONABLE COMPENSATION LEVEL. THE COMMITTEE SUBMITS TO THE BOARD A RECOMMENDATION FOR THE CEO'S COMPENSATION FOR EACH FISCAL YEAR. THE BOARD OF DIRECTORS MAKES THE FINAL DECISION ON THE CEO'S COMPENSATION. FORM 990, PART III, LINE 1: AIP'S MISSION IS TO ADVANCE, PROMOTE, AND SERVE THE PHYSICAL SCIENCES FOR THE BENEFIT OF HUMANITY. AIP OFFERS PROGRAMS, PRODUCTS, AND SERVICES THAT 1) ADVANCE AND DISTRIBUTE THE KNOWLEDGE OF THE PHYSICAL SCIENCES AND ITS APPLICATIONS, 2) ENHANCE AND CULTIVATE THE PHYSICAL SCIENCES DISCIPLINES, 3) ENABLE AND FOSTER COLLABORATIVE EFFORTS AMONG STAKEHOLDERS IN THE PHYSICAL SCIENCES, AND 4) PROMOTE THE PHYSICAL SCIENCES TO THE PUBLIC, GOVERNMENT OFFICIALS, AGENCIES, AND THE MEDIA. FORM 990, PART III, LINE 4A: PROGRAM SERVICES: AIP PUBLISHING LLC (AIPP) IS A SINGLE MEMBER, NOT-FOR-PROFIT, LIMITED LIABILITY COMPANY OWNED BY THE AMERICAN INSTITUTE OF PHYSICS (AIP). AIPP IS A SCHOLARLY PUBLISHER IN THE PHYSICAL AND RELATED SCIENCES, PROVIDING THE GLOBAL SCIENCE COMMUNITY WITH A COMPREHENSIVE COLLECTION OF CITED, PEER-REVIEWED SCIENTIFIC PAPERS AND OTHER INFORMATION. ACCESSED BY RESEARCHERS AT NEARLY 4,000 INSTITUTIONS WORLDWIDE, AIPP'S PORTFOLIO OF 39 JOURNALS INCLUDES PRESTIGIOUS TITLES SUCH AS APPLIED PHYSICS LETTERS, JOURNAL OF APPLIED PHYSICS, THE PHYSICS OF FLUID, THE JOURNAL OF CHEMICAL PHYSICS, AND THE AIP CONFERENCE PROCEEDINGS. AIPP SUPPORTS THE SCIENTIFIC AND EDUCATIONAL MISSION OF AIP THROUGH ITS SCHOLARLY PUBLISHING ACTIVITIES AND ALSO WORKS WITH SEVERAL OF AIP'S MEMBER SOCIETIES AND OTHER PUBLISHING PARTNERS TO HELP ADVANCE THEIR PUBLISHING MISSION. PHYSICS TODAY, AIP'S FLAGSHIP PUBLICATION, PROVIDES A UNIFYING INFLUENCE FOR THE PHYSICAL SCIENCES THROUGH ITS BROAD AND AUTHORITATIVE COVERAGE OF SCIENTIFIC RESEARCH, NEWS, AND OPINIONS OF RELEVANCE TO THE GLOBAL SCIENTIFIC COMMUNITY. THE MONTHLY MAGAZINE IS RECEIVED BY THE INDIVIDUAL MEMBERS OF AIP'S 10 CONSTITUENT SOCIETIES, LIBRARIES AND INSTITUTIONS AROUND THE WORLD, AND OTHER INTERESTED INDIVIDUALS. PHYSICS TODAY PUBLISHES ADDITIONAL NEWS, REVIEWS, AND COMMENTARY ON ITS WEBSITE, WHICH ATTRACTS MORE THAN 140 THOUSAND MONTHLY VISITORS. PHYSICS TODAY ALSO HAS A STRONG PRESENCE ON SOCIAL MEDIA, WITH NEARLY 3 MILLION FOLLOWERS ON FACEBOOK AND 350 THOUSAND ON TWITTER. FORM 990, PART III, LINE 4B: AIP PROGRAMS: IN KEEPING WITH ITS MISSION TO ADVANCE, PROMOTE AND SERVE THE PHYSICAL SCIENCES FOR THE BENEFIT OF HUMANITY, AIP OFFERS UNIQUE SERVICES, PRODUCTS, AND EXPERTISE IN: EDUCATION AND STUDENT SERVICES, HISTORY OF PHYSICS, ARCHIVES AND LIBRARY, MEDIA AND GOVERNMENT RELATIONS, MAGAZINE PUBLISHING AND EMPLOYMENT SERVICES FOR SCIENCE AND ENGINEERING PROFESSIONALS, STATISTICAL RESEARCH, AND INDUSTRY OUTREACH. WITH THE PURPOSE OF PROMOTING THE PROGRESS AND RELEVANCE OF THE PHYSICAL SCIENCES AND TO ADVANCE THEIR CONTRIBUTIONS AND RESPONSIVENESS TO SOCIETY, AIP GENERATES, COMMUNICATES, AND POPULARIZES KNOWLEDGE, UNIQUE EXPERTISE, AND AUTHORITATIVE INFORMATION. THE SOCIETY OF PHYSICS STUDENTS (SPS) IS A SCIENTIFIC SOCIETY FOR PHYSICS AND ASTRONOMY UNDERGRADUATES AND THEIR MENTORS, WITH MORE THAN 6,000 MEMBERS AND 851 CHAPTERS NATIONWIDE AND 35 INTERNATIONAL CHAPTERS. SPS EXISTS TO SUPPORT UNDERGRADUATE STUDENTS WITH AN INTEREST IN PHYSICS AND ASTRONOMY, PHYSICS AND ASTRONOMY DEPARTMENTS, INCLUSIVITY AND COLLEGIALITY, AND THE BROADER COMMUNITY. SIGMA PI SIGMA, THE PHYSICS AND ASTRONOMY HONOR SOCIETY, RECOGNIZES OUTSTANDING SCHOLARS IN PHYSICS AND ASTRONOMY, ENCOURAGES INTEREST IN THE FIELD, AND PROMOTES AN ATTITUDE OF SERVICE AMONG IT OVER 80,000 MEMBERS AND 590 CHAPTERS TOWARDS THE ENTIRE PHYSICS AND ASTRONOMY COMMUNITY AND THE PUBLIC. A PRIMARY MISSION OF SIGMA PI SIGMA IS TO SUPPORT PHYSICISTS AND ASTRONOMERS, UNDERGRADUATE DEPARTMENTS, AND ALUMNI BY IMPROVING DEPARTMENT HEALTH. THE SOCIETY OF PHYSICS STUDENTS AND SIGMA PI SIGMA PROVIDE ENRICHING EXPERIENCES FOR STUDENTS INTERESTED IN THE PHYSICAL SCIENCES THROUGH INTERNSHIPS, SCHOLARSHIPS, FELLOWSHIPS, AND STUDENT PROGRAMS AT SCIENTIFIC MEETINGS - OPPORTUNITIES THAT ARE VITAL TO THE PROFESSIONAL DEVELOPMENT OF THE UNDERGRADUATE PHYSICS AND ASTRONOMY STUDENT. THE HISTORY PROGRAMS OF THE AMERICAN INSTITUTE OF PHYSICS ENSURE THAT THE HERITAGE OF THE PHYSICAL SCIENCES IS SAFEGUARDED AND THAT THE PUBLIC CAN UNDERSTAND HOW THE PHYSICAL SCIENCES HAVE BEEN CENTRAL TO THE HISTORY OF THE MODERN WORLD. THE HISTORY OF THE PHYSICAL SCIENCES OFFERS A RICH FRAMEWORK OF EXCITING PAST ACHIEVEMENTS AND VALUABLE GUIDANCE FOR CURRENT AND FUTURE GENERATIONS. "TO PRESERVE AND MAKE KNOWN THE HISTORY OF THE PHYSICAL SCIENCES" IS THE MISSION SHARED BY THE CENTER FOR HISTORY OF PHYSICS (CHP) AND THE NIELS BOHR LIBRARY & ARCHIVES (NBL&A). THE CORE ACTIVITIES OF CHP INCLUDE LOCATING AND PRESERVING PRIMARY SOURCE MATERIAL, SUPPORTING THE PRODUCTION OF HISTORY OF THE PHYSICAL SCIENCES, AND BRINGING THIS HISTORY TO A WIDE AUDIENCE. WE HELP WITH SOURCES MAINLY IN COLLABORATION WITH NBL&A AND THROUGH ORAL HISTORY INTERVIEWING, AN IMMEDIATE AND PERSONAL TESTIMONY TO SCIENCE IN PASSING GENERATIONS. WE SUPPORT HISTORICAL WRITING THROUGH GRANTS IN-AID AND THE HELLEMAN FELLOWSHIPS, AS WELL AS THROUGH THE EARLY CAREERS CONFERENCE AND OUR SUPPORT OF EMERGING SCHOLARS. WE SUPPORT EDUCATION AND ENGAGEMENT ABOUT THE HISTORY OF THE PHYSICAL SCIENCES THROUGH OUR TEACHING GUIDES AND HISTORY OF SCIENCE WEB EXHIBITS. CHP ALSO SPONSORS PUBLIC LECTURE SERIES, THE LYNE STARLING TRIMBLE SCIENCE HERITAGE PUBLIC LECTURES. THE CENTER FOR HISTORY OF PHYSICS ENVISIONS AN EVEN MORE ACTIVE RESEARCH INSTITUTE IN THE FUTURE, WITH A MORE VIBRANT COMMUNITY OF HISTORIANS AND OTHER SCHOLARS, ALL WORKING TO BRING A GREATER UNDERSTANDING OF THE PHYSICAL SCIENCES TO K-12 SCHOOL AUDIENCES AND THE BROADER PUBLIC. THE NIELS BOHR LIBRARY & ARCHIVES DOCUMENTS THE HISTORY OF AIP AND OTHER SCIENTIFIC INSTITUTIONS BY COLLECTING INSTITUTIONAL RECORDS AND OTHER PRIMARY RESOURCES THAT DETAIL THE ACTIVITIES OF THE ORGANIZATIONS AND HIGHLIGHT THE ROLES THAT THESE INSTITUTIONS PLAY IN THE WORLD AT LARGE, CAPTURING HOW SCIENTIFIC INSTITUTIONS PARTICIPATE IN GLOBAL MOVEMENTS LIKE SOCIAL INJUSTICES, INCLUSION, GLOBAL WARMING, AND PANDEMIC RESPONSE. THE NBL&A ALSO PRESERVES ORAL HISTORY INTERVIEWS, PHOTOGRAPHS AND MEDIA, BOOKS, JOURNALS, AND OTHER PUBLISHED MATERIALS PERTAINING TO THE HISTORY OF THE PHYSICAL SCIENCES. IN RECENT YEARS, THE NBL&A HAS BROADENED THE SCOPE OF THE COLLECTIONS TO INCLUDE OLDER MATERIALS AND RARE BOOKS, DATING BACK TO THE 16TH AND 17TH CENTURIES, IN TOPICS THAT FORM THE FOUNDATION OF MODERN SCIENCE. LOOKING TO THE FUTURE, THE NBL&A STRIVES TO SERVE AND CONNECT WITH OUR RESEARCH COMMUNITY THROUGH INCREASED OUTREACH AND PROMOTION OF OUR RESOURCES AND GLOBAL ACCESS TO OUR COLLECTIONS THROUGH STRATEGIC DIGITIZATION AND REMOTE ACCESS TO SELECTED MATERIALS. THE AIP MEDIA SERVICES TEAM WORKS WITH AIP PUBLISHING, AIP MEMBER SOCIETIES, AND ALLIED ORGANIZATIONS TO PRODUCE AND PROMOTE TIMELY, ACCURATE PUBLIC DISSEMINATION OF SCIENTIFIC ADVANCES AND KNOWLEDGE. MEDIA SERVICES STAFFS PRESS ROOMS, ORGANIZES PRESS CONFERENCES AND PRODUCES HUNDREDS OF WRITTEN STORIES, AND OTHER FORMS OF PUBLIC INFORMATION FOR THE PHYSICAL SCIENCES COMMUNITY, MEDIA, AND GENERAL PUBLIC EVERY YEAR. THE AIP STATISTICAL RESEARCH CENTER COLLECTS AND DISSEMINATES RELIABLE AND TIMELY DATA ON EDUCATION, CAREERS, AND DIVERSITY IN PHYSICAL SCIENCES. DATA ARE PUBLISHED IN THE AREAS OF ENROLLMENT, DEGREES, DEMOGRAPHICS, REPRESENTATION OF WOMEN AND MINORITIES, EMPLOYMENT BY ECONOMIC SECTOR, AND SALARY INFORMATION FOR PHYSICS AND ASTRONOMY BACHELOR'S MASTER'S AND PHD HOLDERS. THE CENTER ALSO PROVIDES SURVEY EXPERTISE AND CONTRACTS WITH MEMBER SOCIETIES AND OUTSIDE ORGANIZATIONS TO CARRY OUT TARGETED STUDIES. AIP'S CENTENARY FEDERATION AND DIVERSITY ACTION FUND USES A PORTION OF AIP'S STRATEGIC RESERVES AS A BOARD-DESIGNATED FUND, TO ADVANCE THE SUCCESS OF ITS MEMBER SOCIETIES THROUGH ITS VENTURE GRANTS PROGRAM AND COLLECTIVE ACTION ACTIVITIES, AND TO SUPPORT DIVERSITY IN THE PHYSICAL SCIENCES. THE VENTURE GRANTS PROGRAM FUNDS INNOVATIVE PROJECTS OF ONE OR MORE MEMBER SOCIETIES. AIP AFFILIATES MAY ALSO PARTNER WITH MEMBER SOCIETIES ON VENTURE GRANT PROJECTS. FOR A MEMBER SOCIETY TO RECEIVE THIS GRANT, THE SOCIETY MUST SUBMIT A PROPOSAL TO THE VENTURE GRANT ADVISORY COMMITTEE. THE COMMITTEE, MADE UP OF INDEPENDENT MEMBERS, PERFORMS A THOROUGH REVIEW OF SUBMISSIONS AND MAKES INDEPENDENT RECOMMENDATIONS TO MANAGEMENT ON THE DISTRIBUTION OF THE GRANTS. AIP CONTINUES TO INVEST IN DIVERSITY, EQUITY, AND INCLUSION ACROSS THE INSTITUTE. IN JANUARY 2020, THE TASK FORCE TO ELEVATE AFRICAN AMERICAN REPRESENTATION IN UNDERGRADUATE PHYSICS AND ASTRONOMY (TEAM-UP) RELEASED ITS GROUNDBREAKING REPORT, THE TIME IS NOW: SYSTEMIC CHANGES TO INCREASE AFRICAN AMERICANS WITH BACHELOR'S DEGREES IN PHYSICS AND ASTRONOMY. RECOGNIZING THE IMPORTANCE OF BOTH INFORMATION AND ACTION, AIP HIRED ADDITIONAL FULL-TIME STAFF TO PROMOTE AND IMPLEMENT THE TEAM-UP REPORT RECOMMENDATIONS WITHIN THE PHYSICS AND ASTRONOMY ACADEMIC COMMUNITIES. AS A RESULT, TEAM-UP TOGETHER WAS LAUNCHED TO ADDRESS THE RECOMMENDATIONS OUTLINED IN THE TEAM-UP REPORT. TEAM-UP TOGETHER IS A COLLECTIVE ACTION INITIATIVE OF THE AIP FEDERATION, LED BY THE AMERICAN INSTITUTES OF PHYSICS, AMERICAN ASSOCIATION OF PHYSICS TEACHERS, AMERICAN ASTRONOMICAL SOCIETY, AMERICAN PHYSICAL SOCIETY AND THE SOCIETY OF PHYSICS STUDENTS TO SUPPORT THE SCIENTIC COMMUNITY IN TAKING THE NEXT BOLD STEP TO DOUBLE THE NUMBER OF AFRICAN AMERICAN STUDENTS EARNING PHSYICS AND ASTRONOMY BACHELOR'S DEGREES ANNUALLY BY 2030. TO INFORM PROGRAM PLANNING EFFORTS, TU-T CONDUCTED TWO LISTENING SESSIONS IN COLLABROATION WITH THE NATIONAL SOCIETY OF BLACK PHYSICISTS TO HEAR FROM STUDENTS, FACULTY, DEANS, DEPARTMENT CHAIRS, AND OTHER STAKEHOLDERS TO LEARN ABOUT BEST PRACTICES, GAPS IN EXISTING PROGRAMMING, AND POTENTIAL SOLUTIONS TO ADDRESS THESE GAPS. FORM 990, PART III, LINE 4B CONTINUATION: TEAM-UP TOGETHER INITIATIVE HAS TWO MAIN COMPONENTS: STUDENT PROGRAM: THIS PROVIDES DIRECT FUNDING TO AFICAN AMERICAN PHYSICS AND ASTRONOMY UNDERGRADUATE STUDENTS, ADMINISTERED THROUGH THE SOCIETY OF PHYSICS STUDENTS. THIS PROGRAM ALSO AIMS TO PROVIDE ADDITIONAL SUPPORTS TO STUDENTS THROUGH MENTORING, RESEACH AND INTERNSHIP OPPORTUNITIES, AND CONNECTION AND OPPORTUNITIES TO CONVENE AT MEETINGS AND CONFERENCES TO SUPPORT THEIR PROFESSIONAL DEVELOPMENT. IN 2022, TU-T AWARDED 31 SCHOLARSHIPS IN THE AMOUUNT OF $10,000 each. STUDENTS, REPRESENTED 25 SCHOOLS ACROSS THE UNITED STATES. DEPARTMENT PROGRAM: THIS PROGRAM PROVIDES FUNDING TO PHYSICS AND ASTRONOMY DEPARTMENTAL EFFORTS AND PROGRAMS THAT PRIORITIZE AND SUPPORT SUCCESSFUL OUTCOMES FOR AFRICAN AMERICAN UNDERGRADUATES IN THESE FIELDS. TO ADDRESS ONE OF AIP'S STRATEGIC PRIORITIES, THE DIVERSITY, EQUTIY, AND BELONGING OFFICE CREATED A DEIBA+ STRATEGIC FRAMEWORK. THE PURPOSE OF THIS PLAN IS TO SUPPORT AIP'S MISSION AND TO SUPPORT THE WORK OF THE FEDERATION TO ADVANCE DEIBA+ IN THE PHYSICAL SCIENCES COMMUNITY. THE PLAN BUILDS UPON AIP'S EXISTING PROGRAMMATIC EFFORTS TO IMPROVE DIVERSITY AND CREATE A CULTURE OF INCLUSION AND BELONGING AND INCREASE VISIBILITY OF AIP AS A DEIBA+ LEADER. THE PLAN REPRESENTS THE COLLECTIVE THINKING OF THE MEMBER SOCIEITES, IN PARTICULAR THE ACTIONS NEEDED TO BE TAKEN BY AIP TO SUPPORT THE FEDERATION. THE PURPOSE OF THIS STRATEGIC PLAN IS TO DRIVE CHANGE, DISMANTLE SYSTEMIC BARRIERS, AND BUILD EQUITY CAPITAL IN SUPPORT OF ADVANCING MEMBER SOCIEITES AND AIP'S DEIBA+ WORK. AIP JOINS OTHER ORGANIZATIONS AS A PARTNER FOR THE STEMM OPPORTUNITY ALLIANCE (SOA). THE SOA AIMS TO ADDRESS KEY AREAS TO ATTAIN FUNDAMENTAL, SYSTEMIC CHANGE AND ENSURE THE DIVERSITY THAT IS NECESSARY FOR THE INCREASED PERFORMANCE AND INNOVATIVE IDEAS THAT ARE NEEDED TO KEEP THE UNITED STATES COMPETITIVE. THE TEAM-UP TOGETHER INITIATIVE IS LISTED AS ONE OF THE "MODEL" PROGRAMS ALIGNED WITH THE SOA GOALS. THE AIP BOARD ESTABLISHED A DIVERSITY ACTION FUND FOR ACTION-BASED GRANTS TO SUPPORT OUR MEMBER SOCIETIES' INITIATIVES IN RESPONSE TO RACIAL INJUSTICES. THE FUND ALSO ESTABLISHED A JOINT AWARD WITH THE NATIONAL SOCIETY OF BLACK PHYSICISTS, THE AIP-NSBP JOSEPH A. JOHNSON II AWARD, WHICH HONORS DR. JOHNSON'S LEGACY AS A PIONEERING EXPERIMENTAL PHYSICIST, COFOUNDER OF NSBP, AND INSPIRATIONAL MENTOR TO COUNTLESS BLACK STUDENTS. AIP PARTNERED WITH THE #BLACKINPHYSICS ORGANIZERS TO SPOTLIGHT BLACK PHYSICISTS - THEIR STORIES AND THEIR CONTRIBUTIONS TO SCIENCE AND SOCIETY. OUR FLAGSHIP PUBLICATION, PHYSICS TODAY, CREATED A #BLACKINPHYSICS WEEK ESSAY SERIES AS PART OF THAT PARTNERSHIP AND EACH YEAR DRAWS ATTENTION TO ISSUES AFFECTING WOMEN, LGBTQAI+ PEOPLE, PEOPLE WITH DISABILITIES AND PEOPLE OF COLOR IN THE PHYSICAL SCIENCES. AIP JOINS WITH OTHER SCIENTIFIC ORGANIZATIONS TO CONDEMN VIOLENCE AGAINST COMMUNITIES OF COLOR AND JOINED THE CEO ACTION FOR RACIAL EQUITY INITIATIVE AS PART OF THE CEO ACTION FOR DIVERSITY & INCLUSION ORGANIZATION. AIP CONTINUES AS A MEMBER OF THE SOCIETIES CONSORTIUM ON SEXUAL HARASSMENT IN STEMM, WHICH PUSHES FOR EXCELLENCE IN STEMM FIELDS AND FOR ADDRESSING ISSUES OF SEXUAL HARASSMENT. FORM 990, PART VI, LINE 4: Changes to Bylaws: In 2022, the Organization amended its bylaws. Changes include: Quorum of Directors and actions by the Board of Directors - to increase the number of Board members that are required to approve AIP's annual budget, changes to investment strategy, appointment of the CEO and potentially other matters; Officers - updates the list of Officers to include the Vice Chair and updates text related to the appointment of the Treasurer. Revises the provisions regarding the Treasurer to allow for the Treasurer to be elected from either members of the AIP Board of Directors or from outside the current Directors. The Treasurer, if selected from the Board members, will remain a Member Society Director or At-Large Director, if selected from outside the current Directors, the Treasurer will be an ex-officio Director, eliminates the affiliated societies corporate associate classes of non-voting members and replaces them with AIP affiliates. FORM 990, PART VI, LINE 6: EXPLANATION OF CLASSES OF MEMBERS OR SHAREHOLDERS: AIP IS A NON-STOCK, NON-PROFIT MEMBER CORPORATION. FORM 990, PART VI, LINE 7A: HOW MEMBERS OF SHAREHOLDERS ELECT GOVERNING BOARD: THE BOARD OF DIRECTORS IS COMPOSED OF THE FOLLOWING INDIVIDUALS: ONE (1) INDIVIDUAL IS ELECTED OR APPOINTED BY EACH MEMBER (A MEMBER SOCIETY DIRECTOR); NOT FEWER THAN TWO (2) AND NOT MORE THAN FOUR (4) INDIVIDUALS, AS THE BOARD OF DIRECTORS SHALL DETERMINE, ELECTED BY THE BOARD OF DIRECTORS (THE AT LARGE DIRECTORS); THE CHAIR OF THE BOARD OF DIRECTORS, THE CORPORATE SECRETARY, the treasurer AND THE CHIEF EXECUTIVE OFFICER, EX-OFFICIO (THE EX-OFFICIO DIRECTORS). FORM 990, PART VI, LINE 7B: THE MEMBER SOCIETIES ARE NOT OFTEN CALLED UPON TO TAKE ACTION IN THEIR ROLE AS THE VOTING MEMBERS OF AIP. RESPONSIBILITIES OF THE MEMBER SOCIETIES INCLUDE: -APPOINTING MEMBER SOCIETY DIRECTORS TO THE AIP BOARD, OR THEIR RE-APPOINTMENT FOR A SECOND TERM. -ADMITTING NEW MEMBER SOCIETIES TO THE FEDERATION. -MAKING A FINAL DECISION IN THE EVENT THAT AIP EVER CONSIDERS A FUNDAMENTAL CHANGE IN ITS STRUCTURE SUCH AS A MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF SUBSTANTIALLY ALL OF ITS ASSETS. FORM 990, PART VI, LINE 11B: FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM WITH THE ASSISTANCE OF AIP'S MANAGEMENT. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE AND THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, LINE 12C: THE CONSOLIDATED AIP CONSISTS OF THE PARENT CORPORATION (AIP) and ITS WHOLLY OWNED SUBSIDIARY AIP PUBLISHING LLC (AIPP). DUE TO THE NATURE OF THE RELATIONSHIP BETWEEN AIP AND AIPP, EACH ORGANIZATION MAINTAINS AND MANAGES ITS OWN CONFLICT OF INTEREST (COI) POLICY. AT AIP, ANNUALLY, A CONFLICT OF INTEREST (COI) DISCLOSURE IS COMPLETED BY ALL AIP COVERED PERSONS (OFFICERS, DIRECTORS, AND KEY PERSONS). NO AIPP EMPLOYEES ARE AIP COVERED PERSONS. THE CHAIR OF THE AUDIT COMMITTEE AND THE CORPORATE SECRETARY REVIEW THE DISCLOSURES, EVALUATE IF THERE ARE CONFLICTS OF INTEREST THAT NEED TO BE MANAGED, AND REPORT THEIR FINDINGS TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN DETERMINES THE NEXT STEPS WITH RESPECT TO MANAGING ANY CONFLICTS OF INTEREST. THE FINAL RESULTS OF THE DISCLOSURE REVIEWS AND ANY MANAGEMENT PLANS ARE REPORTED TO INDIVIDUAL DIRECTORS AND TO THE BOARD. AIP'S COI POLICY IS MADE AVAILABLE TO THE PUBLIC THROUGH AIP'S WEBSITE. AT AIPP, ANNUALLY, ALL MEMBERS OF THE BOARD OF MANAGERS AND ALL OFFICERS OF THE COMPANY CONFIRM THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO COMPLY WITH AIPP'S COI POLICY. ALL OTHER AIPP EMPLOYEES ARE NOT REQUIRED TO CONFIRM ANNUALLY. THE CFO OF AIPP CERTIFIES ANNUALLY TO THE CFAO OF AIP THAT AIPP IS REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE AIPP COI POLICY. AIPP DOES NOT MAKE ITS COI POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 15A: CEO: AIP'S BOARD OF DIRECTORS HAS DESIGNATED A COMPENSATION COMMITTEE TO MANAGE COMPENSATION OF AIP'S CEO. THE CHARTER OF THE COMPENSATION COMMITTEE PROVIDES FOR A PROCEDURE THAT IS CONSISTENT WITH APPLICABLE LAW AND BEST PRACTICES. THE CHARTER PROVIDES THAT THE COMMITTEE SHALL MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS WITH RESPECT TO THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE OBTAINS DATA AS TO COMPARABLE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, RECOMMENDS TERMS OF THE CEO'S EMPLOYMENT AGREEMENT AND DETERMINES REASONABLE COMPENSATION LEVEL. THE COMMITTEE SUBMITS TO THE BOARD A RECOMMENDATION FOR THE CEO'S COMPENSATION FOR EACH FISCAL YEAR. THE BOARD OF DIRECTORS MAKES THE FINAL DECISION ON THE CEO'S COMPENSATION. FORM 990, PART VI, LINE 15B: COMPENSATION REVIEW AND APPROVAL PROCESS: OFFICERS: A COMPENSATION CONSULTING FIRM IS RETAINED TO PERIODICALLY REVIEW THE COMPENSATION RANGES OF THE OFFICERS. THE CHIEF TALENT & CULTURE OFFICER PRESENTS THIS INFORMATION TO THE COMPENSATION COMMITTEE FOR INFORMATION PURPOSES ONLY. FORM 990, PART VI, LINE 19: OTHER ORGANIZATION DOCUMENTS MADE AVAILABLE TO THE PUBLIC: THE AIP WEBSITE HAS A GOVERNANCE SECTION THAT INCLUDES CORPORATION BYLAWS. ALSO ON THE WEBSITE ARE ANNUAL REPORTS THAT INCLUDE FINANCIAL HIGHLIGHTS FOR AIP. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FORM 990 ARE ALSO AVAILABLE ON THE WEBSITE. FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS OR FUND BALANCES: FASB ADOPTION POST-RETIREMENT MEDICAL PLAN: $1,163,265 OTHER ADJUSTMENT $ 5 ____________ $1,163,270 FORM 990, PART XII, LINE 2C: AIPP PRODUCES A SINGLE AUDIT REPORT PREPARED BY THE SAME AUDIT FIRM USED BY AIP. THE SINGLE AUDIT REPORT IS INCORPORATED INTO THE CONSOLIDATED STATEMENTS OF AIP. AIP PUBLISHING LLC 1305 WALT WHITMAN RD STE 110 MELVILLE NY 11747 461881138 PUBLISHING NY 69742000 62666000 AIP AMERICAN CENTER FOR PHYSICS 1 PHYSICS ELLIPSE COLLEGE PARK MD 20740 521712905 OFFICE SPACE MD 501(C)(3) 12B na false AIP Foundation 1 PHYSICS ELLIPSE College Park MD 20740 834485064 Fundraising DE 501(C)(3) 12A AIP true NEW CRYSTALLOGRAPHY JOURNAL LLC 1305 WALT WHITMAN RD STE 110 MELVILLE NY 11747 900988084 PUBLISHING DE NA RELATED 7734 39203 false false 0.50000 AIP GLOBAL INC 1305 WALT WHITMAN RD STE 110 MELVILLE NY 11747 270602778 INTL. OFFICE DE AIPP C CORP 76076 232038 1.00000 true false true true false false false false false false false false true true true true true false false false AIP FOUNDATION B 394315 COST AIP FOUNDATION O 628817 COST AIP GLOBAL INC P 833259 COST SCHEDULE R, PART III, LINE 1, COLUMN A: NAME, ADDRESS & EIN OF RELATED ORGANIZATION NEW CRYSTALLOGRAPHY JOURNAL, LLC 1305 WALT WHITMAN ROAD, SUITE 110 MELVILLE, NY 11747 EIN: 90-0988084 SCHEDULE R, PART IV, LINE 1, COLUMN D: FOR THE CALENDAR YEAR 2022, AIP PUBLISHING LLC, A DISREGARDED ENTITY WITH RESPECT TO AIP, OWNED 100% OF AIP GLOBAL.