2022-05-16T16:55:05-05:00 2021-06-30 840930288 BROCK AND COMPANY CPAS PC 3711 JFK PARKWAY SUITE 315 FORT COLLINS CO 80525 990 2020-07-01 131659623 THE GEOLOGICAL SOCIETY OF AMERICA GEOL 3033571019 PO BOX 9140 BOULDER CO 80301 VICKI MCCONNELL EXECUTIVE DIRECTOR 3033571019 2022-05-10 1 VICKI MCCONNELL XXX-XX-XXXX LEE P ACKERMAN P01224102 9702237855 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z VICKI MCCONNELL PO BOX 9140 BOULDER CO 80301 15131680 0 X WWW.GEOSOCIETY.ORG X 1888 NY THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY. 17 17 56 600 164798 0 1247205 1534129 4118375 2279384 1376563 2708113 2503119 2256725 9245262 8778351 1085907 984848 0 0 4811752 4527150 0 0 0 3582830 1625437 9480489 7137435 -235227 1640916 36142117 43325914 2135432 1915531 34006685 41410383 X THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY, ENHANCE THE PROFESSIONAL GROWTH OF ITS MEMBERS AND TO PROMOTE THE GEOSCIENCES IN THE SERVICE OF HUMANKIND AND STEWARDSHIP OF THE EARTH. 0 0 1447427 505338 THE ORGANIZATION SPONSORS AN ANNUAL MEETING FOR ITS MEMBERS IN THE FALL. SMALLER MEETINGS ARE HELD IN THE SPRING. MEMBERS ATTEND TO MEET WITH DIVISION, SECTION AND ASSOCIATED SOCIETY MEMBERS. THEY ATTEND FIELD TRIPS, TECHNICAL SESSIONS, SHORT COURSES AND CONFERENCES CONCERNING TOPICS IN THE FIELD OF GEOLOGY. 1981124 984848 574164 EDUCATION, OUTREACH AND GRANTS - INVOLVEMENT IN HEIGHTENING PUBLIC UNDERSTANDING OF AND APPRECIATION FOR GEOSCIENCES BY WORKING WITH SCIENTISTS, TEACHERS, STUDENTS AND THE GENERAL PUBLIC. THERE ARE ALSO PROGRAMS AND SHORT COURSES RUN BY SECTIONS AND DIVISIONS. THE ORGANIZATION GRANTS FUNDS FOR RESEARCH AND TRAVEL TO UNDERGRADUATE, GRADUATE, AND POST-DOC STUDENTS AND SUPPORTS A NUMBER OF AWARDS AND MEDALS TO RECOGNIZE EXCELLENCE. 683676 776899 THE MEMBERSHIP SERVICES PROGRAM INCLUDES THE COST OF MAINTAINING THE SOCIETY'S MEMBERSHIP FOR THE BENEFIT OF ITS MEMBERS AND TO ADVANCE THEIR PROFESSIONALISM, RESEARCH, AND CAREERS. THERE ARE APPROXIMATELY 20,100 MEMBERS ANNUALLY. 87878 2514910 OTHER PROGRAM SERVICES INCLUDE: PUBLISHING AND DISTRIBUTING SCIENTIFIC LITERATURE,PROVIDING INFORMATION AND MATERIALS FOR PRIMARY LEVEL SCIENCE EDUCATION AND FURNISHING INFORMATION TO THE PUBLIC ABOUT EARTH SCIENCE EDUCATION AND THE ENVIRONMENT. OTHER PROGRAMS INCLUDE PROGRAMS SPONSORED BY MEMBERS IN SPECIFIC GEOGRAPHICAL LOCATIONS AND SCIENCES. 87878 2514910 4200105 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 142 0 1 56 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X THE GEOLOGICAL SOCIETY OF AMERICA INC 3033571019 PO BOX 9140 BOULDER CO 80301 J DOUGLAS WALKER PRESIDENT 3.00 X X 0 0 0 BARBARA DUTROW PRESIDENT-ELECT 3.00 X X 0 0 0 DONALD SIEGEL PAST PRESIDENT 3.00 X X 0 0 0 RICHARD BERG TREASURER 3.00 X X 0 0 0 CARMALA GARZIONE COUNCILOR 3.00 X 0 0 0 JEFFREY RUBIN COUNCILOR 3.00 X 0 0 0 GLENN THACKRAY COUNCILOR 3.00 X 0 0 0 SUSAN STOVER COUNCILOR 3.00 X 0 0 0 JOAN FRYXELL COUNCILOR 3.00 X 0 0 0 NATHAN NIEMI COUNCILOR 3.00 X 0 0 0 MARGARET EGGERS COUNCILOR 3.00 X 0 0 0 MADELINE SCHREIBER COUNCILOR 3.00 X 0 0 0 SUZANNE O'CONNELL COUNCILOR 3.00 X 0 0 0 KATHARINE HUNTINGTON COUNCILOR 3.00 X 0 0 0 MANFRED STRECKER COUNCILOR 3.00 X 0 0 0 WENDY BOHRSON COUNCILOR 3.00 X 0 0 0 MARGARET DAVINO NY LEGAL COUNSEL - NON VOT 2.00 X 0 0 0 ADRIENNE MCNAMARA CO LEGAL COUNSEL - NON VOT 2.00 X 0 0 0 ALEXANDRA NAGURNEY STUDENT MEMBER-AT-LARGE 3.00 X 0 0 0 VICKI MCCONNELL EX OFFICIO, NON-VOTING SEC 40.00 X 253148 0 22221 TODD BERGGREN SENIOR DIRECTOR OF IT 40.00 X 137477 0 31945 KATHERINE WHITE DIRECTOR FOR GEOSCIENCE PO 40.00 X 143649 0 3605 THOMAS HABERTHIER CONTROLLER 40.00 X 128623 0 26000 REBECCA FAZZARI DIRECTOR OF MEETINGS & EVENTS 40.00 X 126547 0 5134 CHRISTA STRATTON DIRECTOR OF EDUCATION, COMMUNICATIONS AND OUTREACH 40.00 X 122965 0 15171 912409 0 104076 6 0 1 0 0 1246170 287959 1534129 MEMBERSHIP DUES 900099 776899 776899 MEETINGS 900099 670136 505338 164798 EDUCATION & OUTREACH 611710 574164 574164 SECTIONS & DIVISIONS 900099 258185 258185 2279384 1956483 1956483 5627202 4875572 751630 751630 751630 3583634 1477757 2105877 2105877 OTHER REVENUES 900099 150848 150848 150848 8778351 4371311 164798 2708113 X 898332 898332 86516 86516 253147 70181 182966 3360564 931660 2428904 290157 290157 380283 184847 195436 242999 67303 175696 50107 2893 47214 64526 64526 89268 89268 861383 495810 365573 11377 2971 8406 110955 43997 66958 22037 3263 18774 182087 182087 7541 7541 496415 496090 325 147627 17184 130443 55633 55633 INCOME TAX EXPENSE 144 144 COGS 623583 623583 FOUNDATION SUPPORT 432416 432416 CREDIT CARD FEES 55787 45 55742 -1585449 891472 -2476921 7137435 4200105 2937330 0 4930 61125 745635 457539 1068309 1102305 202179 246926 34153 205414 6342569 4569072 1914813 1773497 24370639 29487178 7516955 9934194 284504 57736 36142117 43325914 1231505 931037 903927 984494 2135432 1915531 X 22659554 28058572 11347131 13351811 34006685 41410383 36142117 43325914 1640916 5762782 0 X 0 1 X 1 1 1 X 1084230 1182205 1253064 1247205 1534129 6300833 9050326 8908283 8445287 7834541 5863018 40101455 10134556 10090488 9698351 9081746 7397147 46402288 0 0 0 46402288 760365 739278 968052 961538 1956483 5385716 760365 739278 968052 961538 1956483 5385716 306990 234098 299956 397896 150848 1389788 11201911 11063864 10966359 10441180 9504478 53177792 0.87260 0.89180 0.10130 0.07770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 11347129 2027184 1078 21427 13351808 11664623 17694 309561 25627 11347129 11528227 482908 318671 27841 11664623 11265572 601852 308190 31007 11528227 10788113 801996 302953 21585 11265572 0.67790 0.32210 0 0 428065 428065 4566054 3385348 1180706 105007 89558 15449 1243443 1094166 149277 1773497 REAL ESTATE 1792043 F PRIVATE EQUITY PORTFOLIO 6568559 F POOLED PRIVATE 1573592 F 9934194 X PART III, LINE 4: COLLECTIONS AND RELATION TO EXEMPT PURPOSE - THE PENROSE COLLECTION IS TO BE HELD IN PERPETUITY FOR EXHIBIT, RESEARCH, EDUCATION, AND AS A MEMORIAL TO R.A.F. PENROSE, JR. PART V, LINE 4: INTENDED USES FOR ENDOWMENT FUNDS - THE ENDOWMENT FUNDS SUPPORT THE EXEMPT ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION UTILIZES THE PROVISIONS OF ASC 740, PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRONOUNCEMENT REQUIRES THE USE OF A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. AN ENTITY SHALL INITIALLY RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE ORGANIZATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PUBLICATIONS - COST OF SALES PART XII, LINE 2D - OTHER ADJUSTMENTS: PUBLICATIONS - COST OF SALES 0 0 0 0 0 0 0 0 0 0 TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 50 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 200 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS RUSSIA AND NEIGHBORING STATES 2 400 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS SUB-SAHARAN AFRICA 3 600 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP RESEARCH GRANTS FOR STUDENTS SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 2500 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP FINANCIAL AWARDS TO STUDENT MEMBERS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 4 5400 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP AWARDS TO GEOSCIENTISTS/STUDENTS FOR OUTSTANDING WORK IN GEOLOGY NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 12 15625 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP RESEARCH GRANTS FOR STUDENTS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 29 61741 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 STIPEND FOR GEOCORPS PARTICIPANTS THAT VOLUNTEER THEIR SERVICES AT OUR NATIONAL PARKS, NATIONAL FORESTS, AND BLM LANDS CASH AWARDS TO PROVIDE PARTIAL-FUNDING FOR DIVERSE STUDENTS TO ATTEND THEIR FIRST GSA ANNUAL MEETING 40 1560 CASH FIELD CAMP AWARDS FOR STUDENTS TO ATTEND FIELD CAMP TO FURTHER THEIR SKILLS AS GEOLOGISTS 24 56000 CASH RESEARCH GRANTS FOR STUDENTS 336 655168 CASH AWARDS TO GEOSCIENTISTS/STUDENTS FOR OUTSTANDING WORK IN GEOLOGY 42 65202 CASH SECTIONS AND DIVISIONS AWARDS ARE PRIMARILY FOR STUDENT TRAVEL TO ATTEND MEETINGS 54 14711 CASH OTHER GRANTS AND AWARDS 407 88700 CASH TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS 58 16886 CASH PART I, LINE 2: GEOCORPS PROGRAM - PARTICIPANTS ARE MONITORED WHILE IN THE FIELD AND ARE REQUIRED TO SUBMIT A WRITTEN REPORT AT THE COMPLETION OF THE ASSIGNMENT. TRAVEL GRANTS - TEACHERS AND STUDENTS MUST PHYSICALLY BE PRESENT AT THE TRAVELED-TO EVENT TO PICK UP THEIR CHECK AT THE EVENT/MEETING. RESEARCH GRANTS - ALL STUDENTS ARE ASKED TO FILL OUT A PROGRESS REPORT BY MARCH 31 OF EACH YEAR WHICH IS APPROXIMATELY ONE YEAR AFTER THE FUNDS ARE DISTRIBUTED. FIELD CAMP AWARDS ARE MONITORED BY ATTENDANCE. MEETING AWARDS ARE PRESENTED AT ANNUAL MEETING. X X 0 0 0 0 0 0 0 0 0 VICKI MCCONNELL EX OFFICIO, NON-VOTING SEC 253148 0 0 0 0 0 0 0 22221 0 275369 0 0 0 TODD BERGGREN SENIOR DIRECTOR OF IT 137477 0 0 0 0 0 0 0 31945 0 169422 0 0 0 THOMAS HABERTHIER CONTROLLER 128623 0 0 0 0 0 0 0 26000 0 154623 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE SOCIETY CONSISTS OF HONORARY FELLOWS, FELLOWS, MEMBERS AND AFFILIATES ALL OF WHOM HAVE FULL AND EQUAL VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS AND COUNCILORS ARE THEN DULY ELECTED AT REGULAR INTERVALS FROM THE VOTING MEMBERSHIP OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS DO VOTE ON SOME OF THE COUNCILORS' DECISIONS/RECOMMENDATIONS. AN EXAMPLE OF THIS WOULD BE THE SELECTION OF AN INDEPENDENT AUDITOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS E-MAILED TO EACH MEMBER OF THE GOVERNING BODY FOR THEIR REVIEW AT LEAST 7 DAYS BEFORE THE EXECUTIVE COMMITTEE OF THE ORGANIZATION FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S COUNCILORS (BOARD MEMBERS) ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE EXECUTIVE DIRECTOR'S OFFICE MAINTAINS THESE FILES. THE ORGANIZATION'S STAFF ALL HAVE READ THE CONFLICT OF INTEREST POLICY AND HAVE A SIGNED CONFLICT OF INTEREST INFORMATION FORM ON FILE WHICH THEY UPDATE WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEES ARE REVIEWED SEMI-ANNUALLY. THEIR COMPENSATION LEVEL IS REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR HAS AN ANNUAL CONTRACT WHICH IS REVIEWED AND IF ACCEPTED, RENEWED BY THE COUNCIL OF THE ORGANIZATION. THE COUNCIL WILL DETERMINE ANNUALLY IF THE BUDGET ALLOWS FOR RAISES. WHEN HIRING NEW EMPLOYEES, THE COUNCIL USES MARKET SURVEYS FOR SIMILIAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CODE OF CONDUCT, AND OTHER ORGANIZATIONAL DOCUMENTS AVAILABLE ON ITS WEBSITE. ITS FOUNDING DOCUMENTS, FORM 990 AND 990-T ARE AVAILABLE ON GUIDESTAR AND ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 3,500. MANAGEMENT AND GENERAL EXPENSES 106,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,670. CATERING & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 1,657. MANAGEMENT AND GENERAL EXPENSES 1,806. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,463. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 490,653. MANAGEMENT AND GENERAL EXPENSES 257,597. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 748,250. THE GSA FOUNDATION PO BOX 9140 BOULDER CO 80301 742156871 TO DEVELOP AND PROVIDE FUNDS TO SUPPORT THE GOALS AND PROGRAMS OF THE GSA CO 501(C)3 LINE 11 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 GSA FOUNDATION INC C 1246170 CASH GSA FOUNDATION INC O 302916 HISTORICAL PAYROLL GSA FOUNDATION INC N 129500 HISTORICAL SPACE USED GSA FOUNDATION INC R 6500 CASH