2018-09-06T12:13:02-05:00 2017-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2017-01-01 060906643 SOCIETY OF VERTEBRATE PALEONTOLOGY SOCI 3016347814 9650 ROCKVILLE PIKE BETHESDA MD 20814 SERENA WEISMAN EXECUTIVE DIRECTOR 3016347814 2018-08-28 1 DANIEL L WEAVER P01249346 3019860600 2018-08-28 2017 2022-09-23 18:48:47Z SERENA WEISMAN 9650 ROCKVILLE PIKE BETHESDA MD 20814 1254559 0 X VERTPALEO.ORG X 1940 CA TO ADVANCE THE SCIENCE OF VERTEBRATE PALEONTOLOGY, AND TO SERVE THE COMMON INTERESTS AND FACILITATE THE COOPERATION OF ALL PERSONS CONCERNED WITH THE HISTORY, EVOLUTION, COMPARATIVE ANATOMY, AND TAXONOMY OF VERTEBRATE ANIMALS, AS WELL AS FIELD OCCURRENCE, COLLECTION, AND STUDY OF FOSSIL VERTEBRATES AND THE STUDY OF FOSSIL VERTEBRATES AND STUDY OF FOSSIL VERTEBRATES AND THE STRATIGRAPHY OF THE BEDS IN WHICH THEY ARE FOUND. 8 8 0 80 0 0 79266 87918 897195 842123 -33792 142052 1136 825 943805 1072918 43858 46982 0 0 0 0 0 0 0 854028 984212 897886 1031194 45919 41724 4360842 4745288 320465 288160 4040377 4457128 X 1) TO ADVANCE THE SCIENCE OF VERTEBRATE PALEONTOLOGY, THROUGHOUT THE WORLD, 2) TO SERVE THE COMMON INTERESTS AND FACILITATE THE COOPERATION OF ALL PERSONS CONCERNED WITH THE HISTORY, EVOLUTION, ECOLOGY, COMPARATIVE ANATOMY, AND TAXONOMY OF VERTEBRATE ANIMALS, AS WELL AS FIELD OCCURRENCE, COLLECTION, AND STUDY OF FOSSIL VERTEBRATES AND THE STRATIGRAPHY OF THE BEDS IN WHICH THEY ARE FOUND, 3) SUPPORT AND ENCOURAGE THE DISCOVERY, CONSERVATION, AND PROTECTION OF VERTEBRATE FOSSILS AND FOSSIL SITES, AND 4) FOSTER THE SCIENTIFIC, EDUCATIONAL, AND PERSONAL APPRECIATION AND UNDERSTANDING OF VERTEBRATE FOSSILS AND FOSSIL SITES BY AVOCATIONAL, STUDENT AND PROFESSIONAL PALETOLOGISTS AND THE GENERAL PUBLIC. 0 0 502636 489791 THE ANNUAL SCIENTIFIC CONFERENCE PROVIDES A FORUM FOR SCIENTISTS AND HOBBYISTS INTERESTED IN THE SCIENCE OF PALEONTOLOGY TO NETWORK, SHARE INFORMATION, AND COLLABORATE ON PROJECTS. 184241 176639 THE SOCIETY PROVIDES THE GENERAL PUBLIC FREE ACCESS TO EXPERT ADVICE ON FOSSIL FINDS. A LARGE PORTION OF THE GROUP'S OUTREACH SUCCEEDS VIA THEIR PUBLICATION, JOURNAL OF VERTEBRATE PALEONTOLOGY. 82184 46982 175693 THE SOCIETY'S MOST VITAL RESOURCE IS THE ACTIVE PARTICIPATION BY MEMBERS. APPROXIMATELY 2,350 PROFESSIONALS, AMATEURS AND STUDENTS SHARING THE SPECIALTY WORLD-WIDE ARE ACTIVE MEMBERS. THE SVP MEMBERSHIP DIRECTORY CONTAINS CONTACT INFORMATION FOR THE ENTIRE SVP MEMBER COMMUNITY AND IS AVAILABLE TO SEARCH FOR MEMBERS. THE JOURNAL OF VERTEBRATE PALEONTOLOGY, (JVP), THE MOST WIDELY READ JOURNAL IN THE PROFESSION IS ALSO AVAILABLE TO MEMBERS. 769061 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X FASEB 3016347814 9650 ROCKVILLE PIKE BETHESDA MD 20814 X P DAVID POLLY PRESIDENT 8.00 X X 0 0 0 EMILY RAYFIELD VICE PRESIDENT 8.00 X X 0 0 0 JOHN LONG PAST PRESIDENT 1.00 X X 0 0 0 JAELYN J EBERLE SECRETARY 1.00 X X 0 0 0 TED JVLAMIS TREASURER 3.00 X X 0 0 0 ANJALI GOSWAMI MEMBER AT LARGE 1.00 X 0 0 0 XIAOMING WANG MEMBER AT LARGE 1.00 X 0 0 0 MATTHEW CARRANO MEMBER AT LARGE 1.00 X 0 0 0 SERENA WEISMAN EXECUTIVE DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 FASEB 9650 ROCKVILLE PIKE BETHESDA MD 20814 MANAGEMENT SERVICES 322914 TAYLOR & FRANCIS 530 WALNUT STREET SUITE 850 PHILADELPHIA PA 19106 PUBLISHING SERVICES 193481 2 87918 87918 ANNUAL MEETING 611430 489791 489791 PUBLICATIONS 611430 176639 176639 MEMBERSHIP DUES 900099 175693 175693 842123 107693 107693 216000 181641 34359 34359 34359 MISCELLANEOUS REVENUE 900099 825 825 825 1072918 842948 0 142052 X 2672 2672 15820 15820 28490 28490 334924 166864 168060 62 62 14600 14600 38207 38207 162675 162675 36990 32263 4727 15677 14612 1065 350001 326728 23273 3689 3689 OTHER EXPENSES 16561 4422 12139 EDITORIAL EXPENSES 10826 10826 1031194 769061 262133 0 118537 201402 379273 48639 51987 32311 246595 103823 30000 7020 4095 5265 2925 3559185 4326188 4360842 4745288 223442 180430 97023 107730 320465 288160 X 3656655 4024333 238178 287251 145544 145544 4040377 4457128 4360842 4745288 41724 375027 0 X X 0 1 X 1 0 X 112899 193309 94140 79266 87918 567532 875492 899030 804278 897195 842123 4318118 988391 1092339 898418 976461 930041 4885650 4000 1961 3070 2558 2940 14529 0 4000 1961 3070 2558 2940 14529 4871121 138826 232977 115104 -33792 107693 560808 138826 232977 115104 -33792 107693 560808 1398 1941 31857 1136 825 37157 1128615 1327257 1045379 943805 1038559 5483615 0.88830 0.88970 0.10230 0.09990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 217342 36470 29896 9269 274439 204506 4360 14000 5524 217342 208020 7140 -3124 7530 204506 203826 7660 8317 11783 208020 247491 1143 44534 274 203826 0.53000 0.47000 0 0 7020 4095 2925 2925 X 1447945 375027 375027 1072918 0 1072918 1031194 0 1031194 0 1031194 PART X, LINE 2: THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE SOCIETY'S FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE SOCIETY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SOCIETY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). FOR THE YEAR ENDED DECEMBER 31, 2017, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS IN ITS TAX RETURNS THAT WOULD QUALIFY FOR EITHER REPORTING OF UNRECOGNIZED TAX BENEFITS OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. THE SOCIETY'S POLICY WOULD BE TO RECOGNIZE INTEREST AND PENALTIES ON TAX POSITIONS RELATED TO ITS UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. FOR THE YEAR ENDED DECEMBER 31, 2017, THERE WERE NO MATTERS THAT WOULD HAVE RESULTED IN AN ACCRUAL FOR INTEREST AND/OR PENALTIES. PART V, LINE 4: THE FIVE ENDOWMENT FUNDS ARE SET UP TO GENERATE INCOME THAT CAN THEN BE USED FOR GRANTS AND AWARDS IN THE PALEONTOLOGY FIELD. 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS LOCATED IN THAT REGION 4575 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN THAT REGION 16850 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THAT REGION 750 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS LOCATED IN THAT REGION 400 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS LOCATED IN THAT REGION 5915 0 0 0 0 0 0 28490 0 28490 AWARDS AND TRAVEL EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 4 4575 CHECK AWARDS AND TRAVEL EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 18 16850 CHECK AWARDS AND TRAVEL NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 750 CHECK TRAVEL SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 400 CHECK AWARDS SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 5 5914 CHECK 0 0 0 0 0 0 PART I, LINE 2: THE EXECUTIVE AND FINANCIAL OVERSIGHT COMMITTEES OF SVP MONITOR, VIA QUARTERLY REPORTS, THE FUNDS UTILIZED FOR GRANT AWARDS. ANNUALLY, AN APPLICATION AND REVIEW PROCESS IS CONDUCTED TO DEFINE THE GRANTEES WHICH IS LED BY INDIVIDUAL AWARD PANELS TO MONITOR THE AWARDEES AND THEIR USE OF THE AWARDED FUNDS. 1 GRANTS AND AWARDS 22 15820 PART I, LINE 2: THE EXECUTIVE AND FINANCIAL OVERSIGHT COMMITTEES OF SVP MONITOR, VIA QUARTERLY REPORTS, THE FUNDS UTILIZED FOR AWARD GRANTS. ANNUALLY, AN APPLICATION AND REVIEW PROCESS IS CONDUCTED TO DEFINE THE GRANTEES WHICH IS LED BY INDIVIDUAL AWARD PANELS TO MONITOR THE AWARDEES AND THEIR USE OF THE AWARDED FUNDS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT RESPONSIBILITES TO FASEB. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS SOCIETY ARE INDIVIDUALS WHO ARE CONCERNED WITH VERTEBRATE PALEONTOLOGY. MEMBERSHIP IN THIS SOCIETY SHALL CONSIST OF THE FOLLOWING CLASSIFICATION: A.REGULAR MEMBER. ANY INDIVIDUAL INTERESTED IN VERTEBRATE PALEONTOLOGY, INCLUDING PROFESSIONAL AND AVOCATIONAL PALEONTOLOGISTS. REGULAR MEMBERS ARE ELIGIBLE TO VOTE. B.SECOND MEMBER, SAME HOUSEHOLD. ANY INDIVIDUAL WHO QUALIFIES FOR REGULAR MEMBERSHIP AND IS SHARING A RESIDENTIAL ADDRESS WITH A REGULAR SOCIETY MEMBER. SECOND MEMBERS, SAME HOUSEHOLD ARE ELIGIBLE TO VOTE AND DO NOT RECEIVE SOCIETY PUBLICATIONS. C.STUDENT MEMBER. ANY INDIVIDUAL CURRENTLY ENROLLED IN A SECONDARY SCHOOL OR COLLEGE/UNIVERSITY UNDERGRADUATE OR GRADUATE PROGRAM. STUDENT MEMBERS ARE ELIGIBLE TO VOTE. D.ASSOCIATE MEMBER. OPEN TO INDIVIDUALS SEEKING LIMITED INVOLVEMENT IN THE SOCIETY. ASSOCIATE MEMBERS ARE NOT ELIGIBLE TO VOTE AND ONLY RECEIVE ELECTRONIC ACCESS TO SOCIETY PUBLICATIONS. E.HONORARY MEMBER. AN APPOINTED MEMBER OF THE SOCIETY IN RECOGNITION OF CONTRIBUTIONS TO THE FIELD OF VERTEBRATE PALEONTOLOGY. HONORARY MEMBERS SHALL NOT BE REQUIRED TO PAY DUES. HONORARY MEMBERS ARE ELIGIBLE TO VOTE. ADDITIONAL CATEGORIES OF MEMBERSHIP MAY BE CREATED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SOCIETY OVER THE AGE OF 18 CAN VOTE ON SOCIETY MATTERS THE MEMBERS APPROVE THE ADDITION OR AMENDMENT OF THE BYLAWS OR CONSTITUTION. FORM 990, PART VI, SECTION A, LINE 7B BUSINESS INVOLVING THE FORM OF ORGANIZATION, GOVERNANCE, UNUSUAL FINANCIAL COMMITMENTS, OR OTHER MATTERS OF CONCERN TO THE WHOLE MEMBERSHIP AND CONSIDERED BY THE BOARD OF DIRECTORS TO BE OF EXCEPTIONAL IMPORTANCE SHALL BE DECIDED BY CONFIDENTIAL BALLOT RATHER THAN BY VOTE AT MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TREASURER AND EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE ANNUALLY READS AND SIGNS THE CONFLICT OF INTEREST POLICY, AND DISCLOSES THE NATURE OF AN EXISTING CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO THE SHERWOOD GROUP/FASEB OFFICES. FORM 990, PART IX, LINE 11G PUBLICATIONS: PROGRAM SERVICE EXPENSES 162,675. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,675. 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR