2021-11-04T18:43:34-05:00 2020-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990 2020-01-01 941156476 ANNUAL REVIEWS ANNU 6504934400 1875 S GRANT STREET SUITE 700 SAN MATEO CA 94402 JONATHAN MICHAEL CFO 6504934400 2021-11-04 1 JONATHAN MICHAEL 999009999 PRERNA JAGADA P01063809 6508458100 2021-11-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JONATHAN MICHAEL 1875 S GRANT STREET SUITE 700 SAN MATEO CA 94402 17484614 0 X WWW.ANNUALREVIEWS.ORG X 1934 CA DISSEMINATE SCIENTIFIC INFORMATION. 14 13 110 0 0 0 1093230 949672 0 0 59 -229 16151373 16338173 17244662 17287616 9235 36675 0 0 11695614 12573620 39847 0 232593 5792884 4271705 17537580 16882000 -292918 405616 6004018 5336677 6834475 6744623 -830457 -1407946 THE MISSION OF ANNUAL REVIEWS IS DEDICATED TO SYNTHESIZING AND INTEGRATING KNOWLEDGE FOR THE PROGRESS OF SCIENCE AND THE BENEFIT OF SOCIETY. 0 0 11061766 33847 16338110 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. 1767777 2828 64 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. THIS PROGRAM IS CURRENTLY FUNDED BY THE ALFRED SLOAN FOUNDATION AND THE GORDON AND BETTY MOORE FOUNDATION. 12829543 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 152 0 1 110 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AR CA FL GA HI IL KS KY MD MA MI MN MO MS NH NC ND NJ NY NM OK OR PA RI SC TN UT VA WV WI X X JONATHAN MICHAEL 6504934400 1875 S GRANT ST STE 700 SAN MATEO CA 94402 KAREN COOK CHAIR 0.00 X 0 0 0 SANDRA FABER VICE CHAIR 0.00 X 0 0 0 JOHN BRAUMAN DIRECTOR 0.00 X 0 0 0 PETER CARPENTER DIRECTOR 0.00 X 0 0 0 SUSAN FISKE DIRECTOR 0.00 X 0 0 0 STEVEN HYMAN DIRECTOR 0.00 X 0 0 0 ROGER KRONBERG DIRECTOR 0.00 X 0 0 0 ANDREW LO DIRECTOR 0.00 X 0 0 0 SHARON LONG DIRECTOR 0.00 X 0 0 0 BOYCE NUTE DIRECTOR 0.00 X 0 0 0 MICHAEL PESKIN DIRECTOR 0.00 X 0 0 0 RICHARD ZARE DIRECTOR 0.00 X 0 0 0 HARRIET ZUKERMAN DIRECTOR 0.00 X 0 0 0 SAMUEL GUBINS DIRECTOR EMERITUS 1.00 20.00 X X 0 251908 66628 RICHARD GALLAGHER DIRECTOR, PRESIDENT & EDITOR-IN-CHIEF 37.50 X X 421074 0 43303 JONATHAN MICHAEL CFO 37.50 X 248186 0 50668 JENNIFER JONGSMA ASSOCIATE EDITOR-IN-CHIEF & DIRECTOR OF PRODUCTIO 37.50 X 226448 0 31800 PAUL CALVI DIRECTOR OF INFORMATION TECHNOLOGY 37.50 X 214491 0 31515 LIZ ALLEN DIRECTOR OF MARCOM & STRATEGIC DEVELOPMENT 37.50 X 189324 0 20708 ANDREA LOPEZ DIRECTOR OF SALES, PARTNERSHIP & INITIATIVES 37.50 X 266805 0 44381 EVA EMERSON EDITOR-IN-CHIEF, KNOWABLE MAGAZINE 37.50 X 167978 0 49590 LISA WUCHER DIRECTOR OF HUMAN RESOURCES 37.50 X 160210 0 51967 ROY MARUCUT INFORMATION TECHNOLOGY MANAGER 37.50 X 164478 0 25693 ELAINE MIGHELL CONTROLLER 37.50 X 141252 0 50674 DAVID YUAN TECHNICAL SUPPORT MANAGER 37.50 X 134795 0 25215 MIKE JONES MANAGER OF SALES, PARTNERSHIPS & INITIATIVES 37.50 X 142332 0 39706 KEITH LAYSON MANAGER OF SALES, PARTNERSHIPS & INITIATIVES 37.50 X 135157 0 24022 2612530 251908 555870 25 0 1 0 0 949672 949672 19 19 15696705 15696705 248 -248 -248 -248 838218 196750 641468 641468 17287616 16338173 0 -229 36675 36675 2218449 1302389 910617 5443 7416425 5897095 1398347 120983 708850 556760 139950 12140 1575986 1210415 350139 15432 653910 502260 141953 9697 33920 13697 20223 62677 62677 562892 382191 131937 48764 425952 412337 3615 10000 446034 148066 297594 374 69186 56506 12655 25 289467 220906 68561 50575 11550 39025 ON-LINE PUBLISHING 1025791 1025791 EDITORIAL COMMITTEES/HO 817419 817419 OTHER EXPENSES 229106 83722 136366 9018 TELEPHONE AND UTILITIES 195492 96391 98384 717 63194 55373 7821 16882000 12829543 3819864 232593 44197 26427 3075442 2210867 225394 518863 124601 80021 316722 302041 7298548 5100090 2217662 2198458 6004018 5336677 1706588 1989580 5127887 4755043 6834475 6744623 X -830457 -1407946 -830457 -1407946 6004018 5336677 X 405616 248 -983353 X X 0 1 X 1 0 X 37735 1232992 1723740 1093230 949672 5037369 13765542 13717482 14828808 16346050 16534676 75192558 13803277 14950474 16552548 17439280 17484348 80229927 0 4579826 5384487 6626384 7064650 7232913 30888260 4579826 5384487 6626384 7064650 7232913 30888260 49341667 46 20 38 59 19 182 46 20 38 59 19 182 13803323 14950494 16552586 17439339 17484367 80230109 0.61500 0.62910 0.00000 0.00430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 44204 12020 56224 44204 44204 0 0 90644 90644 3540865 1860823 1680042 1503978 1166075 337903 2163061 2073192 89869 2198458 CUSTOMER PREPAYMENTS 4000764 REFUNDABLE ADVANCES 754279 4755043 X PART X, LINE 2: THE ORGANIZATION USES THE "MORE LIKELY THAN NOT" CRITERION FOR RECOGNIZING THE INCOME TAX BENEFIT OF THEIR ITS TAX EXEMPT STATUS, AND ESTABLISHING MEASUREMENT CRITERIA FOR LIABILITIES RESULTING FROM THE LOSS OF THAT STATUS. 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, 2020 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 158819 0 1 0 0 0 1 158819 0 158819 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 2020, ANNUAL REVIEWS PAID A TOTAL OF $154,520 TO MAVERICK FOR MARK'S COMPENSATION AND REIMBURSED TRAVEL EXPENSES OF $4,299 TO MARK GREENE. 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 DOCTORS WITHOUT BORDERS USA PO BOX 5023 HAGERSTOWN MD 217415023 133433452 501(C)(3) 5100 IN SUPPORT OF COVID-19 UNITED WAY BAY AREA 550 KEARNY STREET SAN FRACANCISCO CA 94108 941312348 501(C)(3) 5000 IN SUPPORT OF COVID-19 MENLO PARK FIRE DISTRICT 170 MIDDLEFIELD ROAD MENLO PARK CA 94025 5760 SPONSOR A TRANSLATION OF A PANDEMIC PREPAREDNESS GUIDE INTO SPANISH 3 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 DIRECTOR, PRESIDENT & EDITOR-IN-CHI 420251 0 0 0 823 0 0 0 43303 0 464377 0 0 0 SAMUEL GUBINS DIRECTOR EMERITUS 0 251871 0 0 0 37 0 0 0 66628 0 318536 0 0 ANDREA LOPEZ DIRECTOR OF SALES, PARTNERSHIP & IN 175019 0 89457 0 2329 0 0 0 44381 0 311186 0 0 0 JONATHAN MICHAEL CFO 246424 0 0 0 1762 0 0 0 50668 0 298854 0 0 0 JENNIFER JONGSMA ASSOCIATE EDITOR-IN-CHIEF & DIRECTO 225591 0 0 0 857 0 0 0 31800 0 258248 0 0 0 PAUL CALVI DIRECTOR OF INFORMATION TECHNOLOGY 213642 0 0 0 849 0 0 0 31515 0 246006 0 0 0 EVA EMERSON EDITOR-IN-CHIEF, KNOWABLE MAGAZINE 167014 0 0 0 964 0 0 0 49590 0 217568 0 0 0 LISA WUCHER DIRECTOR OF HUMAN RESOURCES 159246 0 0 0 964 0 0 0 51967 0 212177 0 0 0 LIZ ALLEN DIRECTOR OF MARCOM & STRATEGIC DEVE 188818 0 0 0 506 0 0 0 20708 0 210032 0 0 0 ELAINE MIGHELL CONTROLLER 140288 0 0 0 964 0 0 0 50674 0 191926 0 0 0 ROY MARUCUT INFORMATION TECHNOLOGY MANAGER 163391 0 0 0 1087 0 0 0 25693 0 190171 0 0 0 MIKE JONES MANAGER OF SALES, PARTNERSHIPS & IN 109184 0 33092 0 56 0 0 0 39706 0 182038 0 0 0 DAVID YUAN TECHNICAL SUPPORT MANAGER 128723 0 3500 0 2572 0 0 0 25215 0 160010 0 0 0 KEITH LAYSON MANAGER OF SALES, PARTNERSHIPS & IN 101970 0 33092 0 95 0 0 0 24022 0 159179 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. 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. FORM 990, PART VI, SECTION B, LINE 12C WHEN AN INDIVIDUAL IS ELECTED TO SERVE AS A MEMBER OF THE ANNUAL REVIEWS BOARD OF DIRECTORS, THE BUSINESS AFFAIRS COMMITTEE, OR THE EDITORIAL AFFAIRS COMMITTEE, THE MEMBER IS ASKED TO FILL OUT A "DISCLOSURE OF POTENTIAL BIAS" FORM. THEIR STATEMENTS ARE KEPT ON FILE WITH THE CORPORATE SECRETARY TO THE BOARD AND WILL BE MADE AVAILABLE UPON REQUEST. MEMBERS ARE ASKED TO UPDATE THEIR DISCLOSURE STATEMENTS WHENEVER CIRCUMSTANCES NECESSITATE A CHANGE. BLANK FORMS ARE DISTRIBUTED TO MEMBERS DURING EACH YEAR OF SERVICE AS A REMINDER FOR MEMBERS TO REVIEW THEIR DISCLOSURE STATEMENTS AND UPDATE AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS COMPENSATION COMMITTEE IS MADE UP OF FOUR BOARD MEMBERS ANNUALLY ELECTED TO SERVE ON THIS STANDING BOARD COMMITTEE. 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 -983,353. FORM 990, PART XII, LINE 2: THE 2020 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 2020, ANNUAL REVIEWS MADE TRANSFERS TOTALING $1,890,000 TO ARIC AND THEY ARE SHOWN IN LINE 1; TRANSFERS TOTALING $1,000,000 WERE MADE TO ANNUAL REVIEWS AND THEY ARE SHOWN IN LINE 2; AND ANNUAL REVIEWS DIRECTLY PAID ARIC EXPENSE, TOTALING $93,353 AND THEY ARE SHOWN IN LINE 3. 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 1 (1) ANNUAL REVIEWS INVESTMENT CORPORATION B 1890000 EXPENSES FOR FACILITIES & PROGRAM (2) ANNUAL REVIEWS INVESTMENT CORPORATION S 1000000 EXPENSES FOR FACILITIES & PROGRAM (3) ANNUAL REVIEWS INVESTMENT CORPORATION P 93353 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 2020, ANNUAL REVIEWS MADE TRANSFERS TOTALING $1,890,000 TO ARIC AND THEY ARE SHOWN IN LINE 1; TRANSFERS TOTALING $1,000,000 WERE MADE TO ANNUAL REVIEWS AND THEY ARE SHOWN IN LINE 2; AND ANNUAL REVIEWS DIRECTLY PAID ARIC EXPENSES, TOTALING $93,353 AND THEY ARE SHOWN IN LINE 3.