2020-11-16T16:28:13-06:00 2019-12-31 131610809 FRIEDMAN LLP 2000 MARKET STREET SUITE 500 PHILADELPHIA PA 19103 990 2019-01-01 232659520 IOP PUBLISHING INCORPORATED IOPP 2156270880 190 N INDEPENDENCE MALL WEST NO PHILADELPHIA PA 19106 OLIVER CALLAGHAN TREASURER 2156270880 2020-11-16 1 COLLEEN CRANDALL P00961249 2154969200 2020-11-16 207.195.235.9 2020-11-16 16:24:59 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B95AC9A003F024702B02CEAEBAC0DEE01E5A5AE 2019 2021-01-29 14:40:06Z OLIVER CALLAGHAN 190 N INDEPENDENCE MALL WEST NO 601 PHILADELPHIA PA 19106 5580723 0 X WWW.IOP.ORG X 1991 PA A WHOLLY OWNED SUBSIDIARY OF THE INSTITUTE OF PHYSICS. THE INSTITUTE IS A LEADING SCIENTIFIC SOCIETY PROMOTING PHYSICS, IT WORKS TO ADVANCE PHYSICS RESEARCH AND EDUCATION. 5 2 39 0 0 0 0 0 6006099 5580723 0 0 0 0 6006099 5580723 0 0 0 0 3614495 3452644 0 0 0 1587392 1379276 5201887 4831920 804212 748803 6051954 6718833 447907 349629 5604047 6369204 IOP PUBLISHING IS A WHOLLY OWNED SUBSIDIARY OF THE INSTITUTE OF PHYSICS. THE INSTITUTE IS A LEADING SCIENTIFIC SOCIETY PROMOTING PHYSICS. IT WORKS TO ADVANCE PHYSICS RESEARCH AND EDUCATION. 0 0 4472383 5580723 IT IS THE MISSION OF THE ORGANIZATION TO PROMOTE PHYSICS AND PHYSICS EDUCATION WORLDWIDE. IOPP, INC. PROVIDES SUPPORT FOR THE PUBLISHING ACTIVITIES. IOP PUBLISHES MORE THAN 80 JOURNALS AND MAGAZINES, SOME OWNED BY IOP AND OTHERS PUBLISHED IN PARTNERSHIP WITH OTHER PRESTIGIOUS SOCIETIES AND RESEARCH ORGANIZATIONS. 4472383 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 39 1 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X MANAGEMENT 2156270880 190 N INDEPENDENCE MALL WEST PHILADELPHIA PA 19106 MR STEVEN HALL PRESIDENT 0.10 X X 0 349604 13193 PROFESSOR PAUL HARDAKER DIRECTOR 0.10 X 0 211082 37995 MR OLIVER CALLAGHAN TREASURER 3.50 X X 0 182823 32908 MR OLAF ERNST DIRECTOR (RESIGNED 10/2019) 0.10 X X 0 0 0 MR JULIAN JONES DIRECTOR (RESIGNED 9/2019) 0.10 X 0 0 0 PROFESSOR DAVID DEPLY DIRECTOR 0.10 X 0 0 0 PROFESSOR BRIAN FULTON DIRECTOR 0.10 X 0 0 0 MR STEPHEN M MOSS COO (RETIRED 1/2019) 35.00 X 45351 0 0 MR SHARICE COLLINS VICE PRESIDENT, MARKETING 35.00 X 183522 0 42587 MR ROB BERNSTEIN SALES EXECUTIVE 35.00 X 143029 0 18365 MR MARK SAUTER SALES EXECUTIVE 35.00 X 146368 0 26989 MR GREGORY SCHRAFT SALES EXECUTIVE 35.00 X 111683 0 36148 MR BRETT RUBINSTEIN SALES EXECUTIVE 35.00 X 106182 0 0 MS ASHLEY GASQUE SALES EXECUTIVE 35.00 X 103896 0 0 840031 743509 208185 7 0 1 0 0 PUBLISHING OF SCIENTIF 323100 5580723 5580723 5580723 5580723 5580723 0 0 271460 255330 16130 2428440 2301312 127128 124253 118632 5621 371504 335359 36145 256987 246436 10551 10003 10003 57983 57983 191371 191371 125055 65293 59762 181498 181498 289459 289459 359808 349421 10387 2668 2668 71079 71079 25827 25827 MEALS AND ENTERTAINMENT 55710 55710 COMPUTER EXPENSE 8815 8815 4831920 4472383 359537 0 427561 601473 45818 45853 110532 124170 682865 476068 221174 206797 5246869 5740540 6051954 6718833 350721 255847 97186 93782 447907 349629 X 1000 1000 0 0 5603047 6368204 5604047 6369204 6051954 6718833 X 748803 16354 X 0 1 X 0 0 X X X 1 INSTITUTE OF PHYSICS 232659520 10 1 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I IOP PUBLISHING PROVIDED SERVICE TO THE INSTITUTE OF PHYSICS THROUGH PUBLISHING RANGE OF PHYSICS AND PHYSICS RELATED JOURNALS, COMMUNITY WEBSITES, AND MAGAZINES. SCHEDULE A, PART IV, LINE 2 THE SUPPORTED ORGANIZATION IS A FOREIGN SUPPORTED ORGANIZATION THAT DOES NOT HAVE AN IRS DETERMINATION LETTER OF STATUS UNDER IRC 509(A)(1) OR (2). IN THE ORGANIZATION'S EXEMPTION APPLICATION FILED IN 2006, IT WAS EXPLAINED THAT THE INSTITUTE OF PHYSICS, THE FOREIGN SUPPORTED ORGANIZATION, IS A UNITED KINGDOM REGISTERED CHARITY INCORPORATED BY ROYAL CHARTER. THE ROYAL CHARTER AND BYLAWS OF THE SUPPORTED ORGANIZATION, ALONG WITH A CONFIRMING LETTER FROM THE UNITED KINGDOM CHARITY COMPLIANCE UNIT, WERE SUBMITTED TO THE IRS EXEMPTION APPLICATION REVIEWER. THE SERVICE DETERMINED THAT THE SUPPORTED ORGANIZATION WAS IN FACT DESCRIBED IN IRC 509(A)(1) OR (2). SCHEDULE A, PART IV, LINE 4C THE SUPPORTED ORGANIZATION IS A FOREIGN SUPPORTED ORGANIZATION THAT DOES NOT HAVE AN IRS DETERMINATION LETTER OF STATUS UNDER IRC 509(A)(1) OR (2). IN THE ORGANIZATION'S EXEMPTION APPLICATION FILED IN 2006, IT WAS EXPLAINED THAT THE INSTITUTE OF PHYSICS, THE FOREIGN SUPPORTED ORGANIZATION, IS A UNITED KINGDOM REGISTERED CHARITY INCORPORATED BY ROYAL CHARTER. THE ROYAL CHARTER AND BYLAWS OF THE SUPPORTED ORGANIZATION, ALONG WITH A CONFIRMING LETTER FROM THE UNITED KINGDOM CHARITY COMPLIANCE UNIT, WERE SUBMITTED TO THE IRS EXEMPTION APPLICATION REVIEWER. THE SERVICE DETERMINED THAT THE SUPPORTED ORGANIZATION WAS IN FACT DESCRIBED IN IRC 509(A)(1) OR (2). 34875 23025 11850 647990 453043 194947 206797 DUE TO/FROM INTERCOMPANY 5673542 DEPOSITS 66998 5740540 DEFERRED RENT 93782 93782 X 5597077 16354 16354 5580723 0 5580723 4831920 0 4831920 0 4831920 PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO IOPP'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES IOPP MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX OR ANY UNCERTAIN TAX POSITIONS IN THEIR FILED INCOME TAX RETURNS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM SUBSIDIARY 16,354. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 2 PROGRAM SERVICES. PROMOTION OF PHYSICS AND EDUCATION IN THE REGION. 139464 0 2 0 0 0 2 139464 0 139464 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X 0 0 0 0 0 0 0 0 0 MR STEVEN HALL PRESIDENT 0 349604 0 0 0 0 0 13193 0 0 0 362797 0 0 PROFESSOR PAUL HARDAKER DIRECTOR 0 211082 0 0 0 0 0 37995 0 0 0 249077 0 0 MR OLIVER CALLAGHAN TREASURER 0 182823 0 0 0 0 0 32908 0 0 0 215731 0 0 MR SHARICE COLLINS VICE PRESIDENT, MARKETING 183522 0 0 0 0 0 11700 0 30887 0 226109 0 0 0 MR ROB BERNSTEIN SALES EXECUTIVE 135000 0 8029 0 0 0 10125 0 8240 0 161394 0 0 0 MR MARK SAUTER SALES EXECUTIVE 146368 0 0 0 0 0 3659 0 23330 0 173357 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY OF THE ORGANIZATION DOES NOT HAVE SEPERATE COMMITTEES. THEREFORE THIS IS NOT APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE PROVIDED TO THE FINANCE DIRECTOR, WHO WILL REVIEW THE 990 WITH THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS ARE COVERED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ALL BOARD OF DIRECTOR MEMBERS ARE INCLUDED IN THE DETERMINATION OF CONFLICTS OF INTEREST. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS REQUIRED TO DISCLOSE BOTH ITS EXISTENCE AND ALL FACTS SURROUNDING THE CONFLICT TO THE BOARD. IF A BOARD MEMBER IS DETERMINED TO HAVE A CONFLICT OF INTEREST, HE OR SHE IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS RELATING TO CONFLICTING TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALL EMPLOYEES AND MANAGEMENT ARE APPROVED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS USES COMPARABLE DATA, INCLUDING INDUSTRY STATISTICS AND GUIDESTAR.COM, TO DETERMINE COMPENSATION AMOUNTS. FORM 990, PART VI, SECTION C, LINE 18 INFORMATION IS AVAILABLE ON GUIDESTAR AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS PRIVATE BUT COULD BE PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME FROM SUBSIDIARY 16,354. INSTITUTE OF PHYSICS 37 CALEDONIAN ROAD LONDON UK SCIENTIFIC MEMBERSHIP ORGANIZATION UK N/A 0 IOP PUBLISHING LTD TEMPLE CIRCUS TEMPLE WAY BRISTOL UK PUBLISHING UK N/A 0 IOP BUSINESS PUBLISHING INC 190 N INDEPENDENCE MALL WEST-SUITE PHILADELPHIA PA 19106 262301131 SALE OF ADVERTISING PA C 16354 349800 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IOP PUBLISHING LTD D 5673542 SEE SCHEDULE O