2021-02-26T19:36:42-06:00 2020-06-30 840930288 BROCK AND COMPANY CPAS PC 3711 JFK PARKWAY SUITE 315 FORT COLLINS CO 80525 990 2019-07-01 131659623 THE GEOLOGICAL SOCIETY OF AMERICA GEOL 3033571019 PO BOX 9140 BOULDER CO 80301 VICKI MCCONNELL EXECUTIVE DIRECTOR 3033571019 2021-02-24 1 LEE P ACKERMAN P01224102 9702237855 2019 2022-09-23 18:48:47Z VICKI MCCONNELL PO BOX 9140 BOULDER CO 80301 13430903 0 X WWW.GEOSOCIETY.ORG X 1888 NY THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY. 17 17 56 200 149139 -36565 1253064 1247205 4360876 4118375 1730315 1376563 2630052 2503119 9974307 9245262 1158523 1085907 0 0 4708845 4811752 0 0 0 3233034 3582830 9100402 9480489 873905 -235227 37576045 36142117 2497820 2135432 35078225 34006685 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 2572631 31838 1410134 THE ORGANIZATION SPONSORS AN ANNUAL MEETING FOR ITS MEMBERS IN THE FALL. 5,514 PEOPLE ATTENDED THIS YEAR'S FISCAL MEETING. 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. 2348251 1054069 742367 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. THERE ARE APPROXIMATELY 1,165 RECEPIENTS OF THESE GRANTS AND AWARDS ANNUALLY. 684403 772180 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 20,590 MEMBERS ANNUALLY. 202541 3511109 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. 202541 3511109 5807826 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 1 463 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 DONALD I SIEGEL PRESIDENT 3.00 X X 0 0 0 DOUG WALKER PRESIDENT-ELECT 3.00 X X 0 0 0 ROBBIE R GRIES PAST PRESIDENT 3.00 X X 0 0 0 RICHARD BERG TREASURER 3.00 X X 0 0 0 MARGARET EGGERS COUNCILOR 3.00 X 0 0 0 MARJORIE A CHAN COUNCILOR 3.00 X 0 0 0 JOAN FRYXELL COUNCILOR 3.00 X 0 0 0 GLEN THACKRAY COUNCILOR 3.00 X 0 0 0 MARK LITTLE COUNCILOR 3.00 X 0 0 0 F EDWIN HARVEY COUNCILOR 3.00 X 0 0 0 JEFF RUBIN COUNCILOR 3.00 X 0 0 0 CARNALA N GARZIONE COUNCILOR 3.00 X 0 0 0 KATHERINE HUNTINGTON COUNCILOR 3.00 X 0 0 0 SUZANNE O'CONNELL COUNCILOR 3.00 X 0 0 0 NATHAN A NIEMI COUNCILOR 3.00 X 0 0 0 WENDY A 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 TYLER KING STUDENT MEMBER-AT-LARGE 3.00 X 0 0 0 VICKI MCCONNELL EX OFFICIO, NON-VOTING SEC 40.00 X 232279 0 28230 TODD BERGGREN SENIOR DIRECTOR OF IT 40.00 X 123009 0 23384 KATHERINE WHITE DIRECTOR FOR GEOSCIENCE PO 40.00 X 131176 0 10705 PATRICIA KILNER DIRECTOR MEMBERSHIP 40.00 X 111345 0 16803 THOMAS HABERTHIER CONTROLLER 40.00 X 117736 0 22419 715545 0 101541 5 0 1 0 0 1037463 209742 1247205 MEETINGS 900099 2375467 2189763 185704 MEMBERSHIP DUES 900099 772180 772180 EDUCATION & OUTREACH 611710 742367 742367 SECTIONS & DIVISIONS 900099 228361 228361 4118375 961538 -36565 998103 2989723 2574698 415025 415025 415025 3716166 1610943 2105223 2105223 MISCELLANEOUS 900099 255469 255469 GSA TODAY REVENUE 900099 142427 142427 397896 9245262 6435790 149139 1413128 X 997835 997835 88072 88072 787368 229614 557754 3090585 901284 2189301 327076 327076 322796 195162 127634 283927 82431 201496 58500 31301 27199 59997 59997 563240 563240 1190276 711257 479019 29941 4245 25696 167038 56491 110547 25938 3359 22579 177114 177114 384248 313415 70833 962742 915281 47461 151437 17627 133810 64194 9165 55029 INCOME TAX EXPENSE 13848 13848 COGS 637586 3309 634277 FOUNDATION SUPPORT 457416 457416 CREDIT CARD FEES 98302 90 98212 -1458987 1247888 -2706875 9480489 5807826 3672663 0 6763 4930 834833 745635 684480 1068309 184381 202179 482708 34153 6325817 4411004 2044367 1914813 23242650 24370639 9987868 7516955 107995 284504 37576045 36142117 839207 1231505 1658613 903927 2497820 2135432 X 23413602 22659554 11664623 11347131 35078225 34006685 37576045 36142117 -235227 -836313 0 X 0 1 X 1 1 1 X 1788856 1084230 1182205 1253064 1247205 6555560 8992407 9050326 8908283 8445287 7834541 43230844 10781263 10134556 10090488 9698351 9081746 49786404 0 0 0 49786404 910669 760365 739278 968052 961538 4339902 910669 760365 739278 968052 961538 4339902 462536 306990 234098 299956 397896 1701476 12154468 11201911 11063864 10966359 10441180 55827782 0.89180 0.89920 0.07770 0.06780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 11664623 17694 309561 25627 11347129 11528227 482908 318671 27841 11664623 11265572 601852 308190 31007 11528227 10788113 801996 302953 21585 11265572 11185146 -59292 319130 18611 10788113 0.65770 0.34230 0 0 428065 428065 4559742 3237722 1322020 105007 89557 15450 1233003 1083725 149278 1914813 REAL ESTATE 1692690 F PRIVATE EQUITY PORTFOLIO 3038971 F POOLED PRIVATE 2785294 F 7516955 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 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 460 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP AWARDS TO GEOSCIENTISTS/STUDENTS FOR OUTSTANDING WORK IN GEOLOGY EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 6200 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 11 12060 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 6 2300 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP RESEARCH GRANTS FOR STUDENTS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 32 42810 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 1 5232 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 48 12310 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS SOUTH AMERICA 1 700 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 11 5800 MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED GAAP TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS SUB-SAHARAN AFRICA 1 200 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 17 1812 CASH AWARDS TO PROVIDE PARTIAL-FUNDING FOR DIVERSE STUDENTS TO ATTEND THEIR FIRST GSA ANNUAL MEETING 57 46775 CASH FIELD CAMP AWARDS FOR STUDENTS TO ATTEND WYOMING FIELD CAMP TO FURTHER THEIR SKILLS AS GEOLOGISTS 12 32000 CASH RESEARCH GRANTS FOR STUDENTS 327 594318 CASH AWARDS TO GEOSCIENTISTS/STUDENTS FOR OUTSTANDING WORK IN GEOLOGY 53 76407 CASH SECTIONS AND DIVISIONS AWARDS ARE PRIMARILY FOR STUDENT TRAVEL TO ATTEND MEETINGS 356 71571 CASH OTHER GRANTS AND AWARDS 425 129132 CASH TRAVEL GRANTS AND AWARDS TO STUDENTS TO ATTEND MEETINGS 14 45820 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 232279 0 0 0 0 0 0 0 0 0 232279 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 71,131. MANAGEMENT AND GENERAL EXPENSES 121,944. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,075. CATERING & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 75,598. MANAGEMENT AND GENERAL EXPENSES 39,029. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,627. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 564,528. MANAGEMENT AND GENERAL EXPENSES 318,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 882,574. 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 1037463 CASH GSA FOUNDATION INC O 302916 HISTORICAL PAYROLL GSA FOUNDATION INC N 129500 HISTORICAL SPACE USED GSA FOUNDATION INC R 10000 CASH