2022-08-19T18:18:07-05:00 2021-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990 2021-01-01 941156476 ANNUAL REVIEWS ANNU 6504934400 1875 S GRANT STREET SUITE 700 SAN MATEO CA 94402 JONATHAN MICHAEL CFO 6504934400 2022-08-17 1 JONATHAN MICHAEL 999009999 PRERNA JAGADA P01063809 6508458100 2022-08-17 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JONATHAN MICHAEL 1875 S GRANT STREET SUITE 700 SAN MATEO CA 94402 26639964 0 X WWW.ANNUALREVIEWS.ORG X 1934 CA DISSEMINATE SCIENTIFIC INFORMATION. X 12 11 112 0 4650 3285 949672 1271548 0 0 -229 6726268 16338173 16177631 17287616 24175447 36675 34051 0 0 12573620 12777903 0 0 312722 4271705 4256182 16882000 17068136 405616 7107311 5336677 5610700 6744623 8265033 -1407946 -2654333 THE MISSION OF ANNUAL REVIEWS IS DEDICATED TO SYNTHESIZING AND INTEGRATING KNOWLEDGE FOR THE PROGRESS OF SCIENCE AND THE BENEFIT OF SOCIETY. 0 0 11088416 32554 16172897 EDITORIAL, PRODUCTION, SALES, PROMOTION AND DISTRIBUTION OF CURRENT AND FUTURE VOLUMES OF SCIENTIFIC REVIEW ARTICLES WITH THE PRIMARY PURPOSE OF STIMULATING AND ENCOURAGING THE ADVANCEMENT AND DEVELOPMENT OF MULTIPLE SCIENTIFIC AND SCHOLARLY DISCIPLINES AND FOSTERING RESEARCH THEREIN. 1842339 1497 84 PUBLISH A DIGITAL MAGAZINE WITH THE GOAL OF PRESENTING SCIENTIFIC KNOWLEDGE IN A COMPELLING AND ACCESSIBLE FASHION. ALL CONTENT WILL BE FREE TO READ, REUSE AND BE PRESENTED AS STANDALONE MATERIAL TO PROMOTE WIDESPREAD SHARING VIA SOCIAL MEDIA. 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THE ORGANIZATION BELIEVES THAT ALL INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND, ACCORDINGLY, HAS NOT RECORDED ANY ACCRUALS FOR INTEREST AND PENALTIES AS OF DECEMBER 31, 2021 FOR UNCERTAIN INCOME TAX POSITIONS. IN THE EVENT THE ORGANIZATION SHOULD NEED TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES, THIS AMOUNT WILL BE RECORDED AS AN ACCRUAL LIABILITY AND AN INCREASE TO INCOME TAX EXPENSE. 1 UNITED KINGDOM 0 1 SELLING AND PROMOTING AR PRODUCTS TO EUROPEAN CUSTOMERS SALES AND BUSINESS DEVELOPMENT MANAGER - SALES VISITS AND CALLS 170040 0 1 0 0 0 1 170040 0 170040 SWITZERLAND CARBON OFFSET IN SUPPORT OF REDUCING CARBON EMISSION 12435 CREDIT CARD 0 INDIA IN SUPPORT OF COVID-19 IN INDIA 10003 CREDIT CARD 0 2 0 0 0 0 0 0 PART III ACCOUNTING METHOD: FORM 990 - SCH F PART I LINE 3 MARK GREENE WAS HIRED BY MAVERICK PUBLISHING SPECIALIST, A UK COMPANY. THROUGH MAVERICK, MARK PROVIDES SERVICES TO ANNUAL REVIEWS AS A SALES AND BUSINESS DEVELOPMENT MANAGER STARTING JAN 2017. HE IS RESPONSIBLE FOR SELLING AND PROMOTING ANNUAL REVIEWS' PRODUCTS TO EUROPEAN CUSTOMERS. ANNUAL REVIEWS DOES NOT HAVE A PHYSICAL OFFICE IN THE UK. MARK GREENE IS WORKING FROM HIS HOME IN THE UK. IN 2021, ANNUAL REVIEWS PAID A TOTAL OF $170,040 TO MAVERICK FOR MARK'S COMPENSATION. THE ORGANIZATION PREPARES ITS CONSOLIDATED FINANCIAL STATEMENTS ON THE ACCRUAL BASIS OF ACCOUNTING UNDER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. 1 0 0 PART I, LINE 2: PRIOR TO MAKING ANY GRANTS OR DONATIONS, THE ORGANIZATION WILL VERIFY THAT THE RECIPIENT IS A 501(C)3 ORGANIZATION IN GOOD STANDING. THE ORGANIZATION ALSO USES CHARITY NAVIGATOR TO EVALUATE POTENTIAL RECIPIENTS OF DONATIONS OR GRANTS. NO GRANTS ARE AWARDED TO ORGANIZATIONS THAT HAVE VALUES, A MISSION OR PRACTICES THAT ARE NOT ALIGNED WITH ANNUAL REVIEWS EEO POLICY OR OTHER POLICIES, VALUES ETHICS OR STANDARDS OF CONDUCT. 1 X X X X 0 0 0 1 0 0 0 0 0 RICHARD GALLAGHER PRESIDENT AND EDITOR-IN-CHIEF 429861 0 0 0 1227 0 0 0 45198 0 476286 0 0 0 SAMUEL GUBINS DIRECTOR EMERITUS AND PRESIDENT OF A 0 251452 0 0 0 325 0 0 0 67918 0 319695 0 0 JONATHAN MICHAEL CHIEF FINANCIAL OFFICER 255794 0 0 0 2608 0 0 0 56339 0 314741 0 0 0 ANDREA LOPEZ DIRECTOR OF SALES, PARTNERSHIPS AND 174939 0 78872 0 2719 0 0 0 43796 0 300326 0 0 0 JENNIFER JONGSMA ASSOCIATE EDITOR-IN-CHIEF AND DIRECT 227961 0 0 0 1281 0 0 0 32905 0 262147 0 0 0 PAUL CALVI DIRECTOR OF INFORMATION TECHNOLOGY 221372 0 0 0 1295 0 0 0 31243 0 253910 0 0 0 EVA EMERSON EDITOR-IN-CHIEF, KNOWABLE MAGAZINE 171319 0 0 0 1295 0 0 0 52701 0 225315 0 0 0 KARA MITZEL DIRECTOR OF DEVELOPMENT 179701 0 0 0 2255 0 0 0 38938 0 220894 0 0 0 LISA WUCHER DIRECTOR OF HUMAN RESOURCES 164812 0 0 0 1571 0 0 0 52152 0 218535 0 0 0 LIZ ALLEN DIRECTOR OF MARCOM AND STRATEGIC DEV 196820 0 0 0 719 0 0 0 19851 0 217390 0 0 0 ELAINE MIGHELL CONTROLLER 145116 0 3000 0 1295 0 0 0 50848 0 200259 0 0 0 ROY MARUCUT INFORMATION TECHNOLOGY AND DEVELOPME 169437 0 0 0 1295 0 0 0 27097 0 197829 0 0 0 MICHAEL JONES SALES, PARTNERSHIP, AND INITIATIVES 110447 0 29481 0 669 0 0 0 40618 0 181215 0 0 0 DAVID YUAN TECHNICAL SUPPORT MANAGER 132102 0 5000 0 2857 0 0 0 26107 0 166066 0 0 0 ROSIE MESTEL EXECUTIVE EDITOR 126419 0 0 0 719 0 0 0 33348 0 160486 0 0 0 KEITH LAYSON SALES, PARTNERSHIP, AND INITIATIVES 102703 0 29481 0 831 0 0 0 23863 0 156878 0 0 0 PART I, LINE 5 ANNUAL REVIEWS COMPENSATES CERTAIN MEMBERS OF ITS SALES STAFF BASED ON PERFORMANCE. ACCRUALS FOR THESE INCENTIVE PAYMENTS ARE MADE AT THE END OF EACH YEAR, BASED ON ACTUAL REVENUE. INCENTIVE PAYMENTS ARE DISBURSED AT THE END OF JANUARY OF EACH FOLLOWING YEAR. SALE OF BUILDING & RELATED ASSETS 2021-06-24 9000000 SALE 941496052 MOMENTUM FOR MENTAL HEALTH 1922 THE ALAMEDA SUITE 300 SAN JOSE CA 95126 501C3 0 0 0 0 FORM 990, PART IV, LINE 12B THE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF THE ORGANIZATION AND ITS WHOLLY-OWNED SUBSIDIARY, ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH WAS ESTABLISHED IN OCTOBER 2013. ARIC WAS FORMED FOR THE PURPOSE OF MANAGING INVESTMENTS FOR THE BENEFIT OF THE ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE FORM 990, A COPY OF THE FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS WITHOUT ASKING FOR APPROVAL OR COMMENTS. 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IT MEETS ANNUALLY EACH SPRING FOR THE PURPOSE OF DETERMINING AND APPROVING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND EDITOR-IN-CHIEF AND REVIEWING AND APPROVING THE PAY OF TOP MANAGEMENT, OFFICERS AND KEY EMPLOYEES IN ORDER TO DETERMINE INTERNAL AND EXTERNAL EQUITY. REPORTS OF BENCHMARK SALARY AND MERIT INCREASE DATA ARE ALSO PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES FOR REVIEW AND COMMENT. OTHER EMPLOYEE SALARIES ARE APPROVED ANNUALLY BY ANNUAL REVIEWS' INTERNAL COMPENSATION COMMITTEE, CONSISTING OF THE PRESIDENT & EDITOR-IN-CHIEF, THE CHIEF FINANCIAL OFFICER, AND THE DIRECTOR OF HUMAN RESOURCES, BASED ON MEETINGS WITH RELEVANT SUPERVISORS AND DIRECTORS FOR EACH DEPARTMENT. THE DIRECTOR OF HUMAN RESOURCES MAINTAINS RECORDS AND DOCUMENTATION OF ALL SALARY ACTIONS APPROVED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ELIMINATION FOR CONSOLIDATION - INTER-CO PAYABLE -8,353,698. FORM 990, PART XII, LINE 2: THE 2021 FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS WITH ANNUAL REVIEWS INVESTMENTS CORPORATION. FORM 990, PART XII, LINE 2C: ANNUAL REVIEWS HAS NOT CHANGED ITS PROCESS RELATED TO OVERSIGHT OF THE AUDIT AND REVIEW OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR. A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS. SCHEDULE R, PART V, LN 2 ALL INVESTMENTS WERE MOVED TO ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC) IN APRIL 2015. THUS, ARIC NOW REVIEWS INVESTMENTS AND HAS FINAL RESPONSIBILITY FOR INVESTMENTS. DURING 2021, ANNUAL REVIEWS MADE TRANSFERS TOTALING $8,000,000 TO ARIC AND THEY ARE SHOWN IN LINE 1; AND ANNUAL REVIEWS DIRECTLY PAID ARIC EXPENSE, TOTALING $353,694 AND THEY ARE SHOWN IN LINE 2. ANNUAL REVIEWS INVESTMENT CORPORATION 1875 S GRANT ST STE 700 SAN MATEO CA 94402 464548728 TO SUPPORT, BENEFIT AND ASSIST ANNUAL REVIEWS, OR PROGRAMS WHICH SUPPORT OR CA 509(A)(3) TYPE I ANNUAL REVIEWS 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 (1) ANNUAL REVIEWS INVESTMENT CORPORATION B 8000000 CAPITAL CONTRIBUTION (2) ANNUAL REVIEWS INVESTMENT CORPORATION P 353694 DIRECTLY PAID ARIC EXPENSE SCHEDULE R, PART V, LINE 2 ALL INVESTMENTS WERE MOVED TO ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC) IN APRIL 2015. THUS, ARIC NOW REVIEWS INVESTMENTS AND HAS FINAL RESPONSIBILITY FOR INVESTMENTS. DURING 2021, ANNUAL REVIEWS MADE TRANSFERS TOTALING $8,000,000 TO ARIC AND THEY ARE SHOWN IN LINE 1;AND ANNUAL REVIEWS DIRECTLY PAID ARIC EXPENSES, TOTALING $353,694 AND THEY ARE SHOWN IN LINE 2.