AMERICAN MATHEMATICAL SOCIETY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MATHEMATICAL SOCIETY (EIN 05-0264797)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-29
- IRS object ID
- 201823029349300227
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-29T11:27:11-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050264797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MATHEMATICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4014554000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CHARLES STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029042294 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY D RILEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4014554000 | PhoneNum |
| Signature | 2018-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2018-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-23 | IPDt |
| IP Tm | 12:21:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6EBF32EC077803D5773B28E578504B4367373832 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHERINE ROBERTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CHARLES STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029042294 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,994,977 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMS.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE SOCIETY'S BROAD MISSION IS TO FURTHER THE INTEREST OF MATHEMATICAL RESEARCH, SCHOLARSHIP AND EDUCATION, WHICH IS ACCOMPLISHED THROUGH PUBLICATIONS, MEETINGS, SERVICES, ADVOCACY IN EDUCATION, RESEARCH AND OTHER AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 236 | TotalEmployeeCnt |
| Total Volunteers | 544 | TotalVolunteersCnt |
| Total Gross UBI | $19,273 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $16,687 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,206,790 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,993,622 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,721,206 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,352,108 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,539,687 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,699,247 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $32,467,683 | PYTotalRevenueAmt |
| CY Total Revenue | $33,044,977 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $653,719 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $664,361 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,050,163 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,699,343 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $436,405 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,526,357 | PYOtherExpensesAmt |
| CY Other Expenses | $10,061,685 | CYOtherExpensesAmt |
| PY Total Expenses | $30,230,239 | PYTotalExpensesAmt |
| CY Total Expenses | $31,425,389 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,237,444 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,619,588 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $165,736,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $189,250,626 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,500,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,267,029 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,235,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $162,983,597 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE SCHEDULE O.THE AMERICAN MATHEMATICAL SOCIETY, FOUNDED IN 1888 TO FURTHER THE INTERESTS OF MATHEMATICAL RESEARCH, SCHOLARSHIP, AND EDUCATION, SERVES THE NATIONAL AND INTERNATIONAL MATHEMATICAL COMMUNITY THROUGH ITS PUBLICATIONS, MEETINGS, ADVOCACY AND OTHER PROGRAMS, WHICH: (A) PROMOTE MATHEMATICAL RESEARCH AND ITS USES; (B) ENCOURAGE AND PROMOTE THE TRANSMISSION OF MATHEMATICAL UNDERSTANDINGS AND SKILLS TO ENSURE THE CONTINUED VITALITY OF THE PROFESSION; (C) SUPPORT MATHEMATICAL EDUCATION AT ALL LEVELS; (D) ADVANCE THE STATUS OF THE PROFESSION OF MATHEMATICS, ENCOURAGING AND FACILITATING FULL PARTICIPATION OF ALL INDIVIDUALS, AND, (E) FOSTER AN AWARENESS AND APPRECIATION OF MATHEMATICS AND ITS CONNECTIONS TO OTHER DISCIPLINES AND EVERYDAY LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,652,673 | ExpenseAmt |
| Revenue | $22,387,408 | RevenueAmt |
| Desc | PUBLICATION AND DISSEMINATION OF MATHEMATICAL LITERATURE, INCLUDING RESEARCH JOURNALS, BOOKS OF GENERAL MATHEMATICAL INTEREST, GRADUATE AND UPPER LEVEL UNDERGRADUATE COURSE MATERIAL, PROCEEDINGS OF MEETINGS IN CURRENT TOPICAL AREAS AND HIGH LEVEL RESEARCH MONOGRAPHS. AMS PUBLICATIONS ALSO INCLUDE THE MATHEMATICAL REVIEWS DATABASE, MATHSCINET, THE PREMIER MATHEMATICAL RESEARCH TOOL, CONTAINING CITATIONS AND REVIEWS OF MATHEMATICAL LITERATURE DATING BACK TO 1940, AND BIBLIOGRAPHIC ITEMS DATING BACK TO 1812. THE AMS ADDED 105,563 NEW REVIEWS TO MATHSCINET IN 2017. IN ADDITION, THE AMS PUBLISHED 28,744 PAGES OF NEW MATERIAL IN 78 NEW BOOKS. ALSO, JOURNAL AND OTHER PUBLICATIONS INCLUDED 29,556 PAGES OF PUBLISHED MATERIAL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,661,087 | ExpenseAmt |
| Grant | $664,361 | GrantAmt |
| Revenue | $295,507 | RevenueAmt |
| Desc | MEMBERSHIP AND OUTREACH ACTIVITIES, AS WELL AS PROFESSIONAL SERVICES AND PROGRAMS FOR THE MATHEMATICAL COMMUNITY, SUCH AS EMPLOYMENT SERVICES, GRANT OR ENDOWMENT SUPPORTED CONFERENCE, SURVEYS OF THE PROFESSION, ENDOWMENT SUPPORTED PRIZES, AWARDS, SCHOLARSHIPS AND FELLOWSHIPS FOR ACHIEVEMENTS IN MATHEMATICS, HIGH SCHOOL OUTREACH, PUBLIC AWARENESS, AND OTHER PROGRAMS. THE SOCIETY HAS APPROXIMATELY 30,000 INDIVIDUAL AND INSTITUTIONAL MEMBERS, WITH NO CRITERIA FOR MEMBERSHIP, WHO ARE SERVED THROUGH THE MEMBERSHIP PROGRAM. TO SUPPORT ITS MISSION, THE SOCIETY AWARDED FELLOWSHIPS, PRIZES, AND OTHER AWARDS TO APPROXIMATELY 203 INDIVIDUALS AND ORGANIZATIONS, TOTALING MORE THAN $653,000. THE SOCIETY ALSO RECEIVED FUNDING FROM INDIVIDUALS, FOUNDATIONS, AND FEDERAL GRANTS TO FUND EXPENSES FOR APPROXIMATELY 392 MATHEMATICIANS TO ENGAGE IN MATHEMATICAL RESEARCH AND COLLABORATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,429,055 | ExpenseAmt |
| Revenue | $1,513,749 | RevenueAmt |
| Desc | MEETINGS OF THE SOCIETY INCLUDE THE ANNUAL JOINT MATHEMATICAL MEETING HELD IN JANUARY EACH YEAR AND CO-SPONSORED WITH THE MATHEMATICAL ASSOCIATION OF AMERICA. IN ADDITION, EIGHT TO NINE SECTIONAL MEETINGS ARE HELD IN FOUR REGIONS OF THE U.S. EACH YEAR. THE JOINT MATHEMATICS MEETING, HELD IN ATLANTA, GEORGIA, IN 2017 HAD ATTENDANCE OF APPROXIMATELY 6,100 PARTICIPANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $788,352 | ExpenseAmt |
| Revenue | $136,171 | RevenueAmt |
| Desc | GOVERNMENT RELATIONS IS A DIVISION OF THE SOCIETY WHICH MAINTAINS CONTACT WITH OTHER PROFESSIONAL SCIENTIFIC ORGANIZATIONS AS WELL AS AGENCIES AND INDIVIDUALS IN THE GOVERNMENT WHOSE PURPOSE IS TO SUPPORT SCIENCE AND MATHEMATICAL RESEARCH AND EDUCATION. THE OFFICE PROVIDES INFORMATION BOTH TO THE GOVERNMENT ABOUT ISSUES RELATED TO SCIENCE AND MATHEMATICAL RESEARCH AND EDUCATION, AS WELL AS TO THE MATHEMATICAL COMMUNITY ABOUT THE GOVERNMENT'S EFFORTS AND INITIATIVES IN THESE AREAS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $788,352 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $136,171 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,531,167 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 587 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 236 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY D RILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4014554000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CHARLES ST | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029042294 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RALPH L COHEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRYNA KRA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH SILVERMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN VOGTMANN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT K LAZARSFELD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH RIBET | ||||||||
| PRESIDENT | 20.00 | Yes (X) | $30,000 | $0 | $0 | Yes (X) | ||
| JANE M HAWKINS | ||||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ZIBIGNIEW H NITECKI | ||||||||
| ASSOCIATE TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT BRYANT | ||||||||
| PRESIDENT | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CARLA SAVAGE | ||||||||
| SECRETARY | 25.00 | $111,815 | $0 | $0 | Yes (X) | |||
| CATHERINE ROBERTS | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $269,725 | $0 | $31,889 | Yes (X) | |||
| EMILY RILEY | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $175,116 | $0 | $30,788 | Yes (X) | |||
| EDWARD DUNNE | ||||||||
| EXECUTIVE EDITOR - MI | 40.00 | $181,513 | $0 | $44,718 | Yes (X) | |||
| KAREN SAXE | ||||||||
| ASSOC EXEC DIR | 40.00 | $185,883 | $0 | $7,137 | Yes (X) | |||
| ROBERT HARINGTON | ||||||||
| ASSOC EXEC DIR | 40.00 | $216,991 | $0 | $48,282 | Yes (X) | |||
| T CHRISTINE STEVENS | ||||||||
| ASSOC EXEC DIR | 40.00 | $167,064 | $0 | $28,445 | Yes (X) | |||
| THOMAS BLYTHE | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $168,719 | $0 | $41,649 | Yes (X) | |||
| HELEN GRUNDMAN | ||||||||
| DIRECTOR EDUCATION & DIVERSITY | 40.00 | $154,537 | $0 | $13,279 | Yes (X) | |||
| SERGEI GELFAND | ||||||||
| PUBLISHER | 40.00 | $152,206 | $0 | $34,084 | Yes (X) | |||
| EROL OZIL | ||||||||
| SYSTEM SUPPORT MANAGER | 40.00 | $162,698 | $0 | $27,959 | Yes (X) | |||
| GERARD LOON | ||||||||
| DIRECTOR INFO. SYSTEMS | 40.00 | $147,333 | $0 | $25,414 | Yes (X) | |||
| ASSEN DONTCHEV | ||||||||
| ASSOCIATE EDITOR | 40.00 | $146,033 | $0 | $34,443 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,269,633 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $368,087 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 53 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOTIN CRABTREE STRONG LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BOWDOIN ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL CONSULTANT | ServicesDesc |
| Compensation | $121,625 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,449,657 | MembershipDuesAmt |
| Government Grants | $725,328 | GovernmentGrantsAmt |
| All Other Contributions | $1,818,637 | AllOtherContributionsAmt |
| Total Contributions | $4,993,622 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PUBLICATIONS | 541900 | $21,714,527 | $21,714,527 | |
| MEETINGS | 541900 | $1,533,022 | $1,513,749 | $19,273 |
| SALE OF SERVICE | 541900 | $672,881 | $672,881 | |
| SERVICES AND OUTREACH | 541900 | $295,507 | $295,507 | |
| OTHER | 900099 | $136,171 | $136,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,352,108 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,699,247 | TotalRevenueColumnAmt |
| Exclusion | $3,699,247 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,950,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,950,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,044,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,332,835 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,273 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,699,247 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,613 | TotalAmt |
| Program Services | $419,613 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,271 | TotalAmt |
| Program Services | $205,271 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,477 | TotalAmt |
| Program Services | $39,477 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,112,799 | TotalAmt |
| Program Services | $1,605,281 | ProgramServicesAmt |
| Management And General | $507,518 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,406,827 | TotalAmt |
| Program Services | $12,235,898 | ProgramServicesAmt |
| Management And General | $935,012 | ManagementAndGeneralAmt |
| Fundraising | $235,917 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,512 | TotalAmt |
| Program Services | $1,263,499 | ProgramServicesAmt |
| Management And General | $105,922 | ManagementAndGeneralAmt |
| Fundraising | $23,091 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,685,393 | TotalAmt |
| Program Services | $2,404,454 | ProgramServicesAmt |
| Management And General | $264,172 | ManagementAndGeneralAmt |
| Fundraising | $16,767 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,812 | TotalAmt |
| Program Services | $989,507 | ProgramServicesAmt |
| Management And General | $97,732 | ManagementAndGeneralAmt |
| Fundraising | $14,573 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,564 | TotalAmt |
| Program Services | $134,311 | ProgramServicesAmt |
| Management And General | $18,824 | ManagementAndGeneralAmt |
| Fundraising | $429 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,189 | TotalAmt |
| Program Services | $30,496 | ProgramServicesAmt |
| Management And General | $94,539 | ManagementAndGeneralAmt |
| Fundraising | $2,154 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,684 | TotalAmt |
| Program Services | $70,325 | ProgramServicesAmt |
| Management And General | $6,168 | ManagementAndGeneralAmt |
| Fundraising | $10,191 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,970 | TotalAmt |
| Program Services | $499,970 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,446 | TotalAmt |
| Program Services | $427,878 | ProgramServicesAmt |
| Management And General | $72,577 | ManagementAndGeneralAmt |
| Fundraising | $1,991 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,005 | TotalAmt |
| Program Services | $511,675 | ProgramServicesAmt |
| Management And General | $209,927 | ManagementAndGeneralAmt |
| Fundraising | $14,403 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022,271 | TotalAmt |
| Program Services | $1,022,223 | ProgramServicesAmt |
| Management And General | $47 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Fundraising | $3,750 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,769 | TotalAmt |
| Program Services | $589,576 | ProgramServicesAmt |
| Management And General | $204,533 | ManagementAndGeneralAmt |
| Fundraising | $4,660 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,479 | TotalAmt |
| Program Services | $141,578 | ProgramServicesAmt |
| Management And General | $31,190 | ManagementAndGeneralAmt |
| Fundraising | $711 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $2,085,902 | $1,518,493 | $527,312 | $40,097 |
| PRINTING/PUBLICATIONS | $1,362,306 | $1,339,291 | $3,776 | $19,239 |
| POSTAGE AND SHIPPING | $602,361 | $568,256 | $4,684 | $29,421 |
| SERVICE CONTRACTS - EQU | $410,896 | $264,881 | $142,762 | $3,253 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,093 | TotalAmt |
| Program Services | $1,249,214 | ProgramServicesAmt |
| Management And General | $231,122 | ManagementAndGeneralAmt |
| Fundraising | $15,757 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,425,389 | TotalAmt |
| Program Services | $27,531,167 | ProgramServicesAmt |
| Management And General | $3,457,817 | ManagementAndGeneralAmt |
| Fundraising | $436,405 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,379 | BOYAmt |
| EOY | $993,242 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,260,782 | BOYAmt |
| EOY | $13,165,952 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,427 | BOYAmt |
| EOY | $87,861 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,773 | BOYAmt |
| EOY | $1,259,779 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,360,939 | BOYAmt |
| EOY | $1,937,399 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226,714 | BOYAmt |
| EOY | $2,380,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,636,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,595,394 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,086,655 | BOYAmt |
| EOY | $5,040,855 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,116,402 | BOYAmt |
| EOY | $162,999,715 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,385,235 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,736,071 | BOYAmt |
| EOY | $189,250,626 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,927,135 | BOYAmt |
| EOY | $5,759,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,926,112 | BOYAmt |
| EOY | $12,257,831 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,646,939 | BOYAmt |
| EOY | $8,249,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,500,186 | BOYAmt |
| EOY | $26,267,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,198,789 | BOYAmt |
| EOY | $141,304,483 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,667,789 | BOYAmt |
| EOY | $14,185,308 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,369,307 | BOYAmt |
| EOY | $7,493,806 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,235,885 | BOYAmt |
| EOY | $162,983,597 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,736,071 | BOYAmt |
| EOY | $189,250,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,619,588 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,546,515 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$418,391 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,902,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,581,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,272,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,206,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,993,622 | CurrentTaxYearAmt |
| Total | $25,957,287 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,224,687 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,849,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,855,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,699,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,332,835 | CurrentTaxYearAmt |
| Total | $115,962,221 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,127,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,431,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,128,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,905,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,326,457 | CurrentTaxYearAmt |
| Total | $141,919,508 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,791 | CurrentTaxYearAmt |
| Total | $61,024 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,791 | CurrentTaxYearAmt |
| Total | $61,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $141,858,484 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,010,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,588,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,889,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,539,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,699,247 | CurrentTaxYearAmt |
| Total | $15,727,225 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,687 | CurrentTaxYearAmt |
| Total | $96,425 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,027,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,608,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,910,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,559,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,716,934 | CurrentTaxYearAmt |
| Total | $15,823,650 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,155,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,039,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,038,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,465,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,043,391 | CurrentTaxYearAmt |
| Total | $157,743,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89930 | PublicSupportPY509Pct |
| Investment Income CY | 0.10030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $209,433 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $209,433 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE AMERICAN MATHEMATICAL SOCIETY MAINTAINS AN OFFICE OF GOVERNMENTAL AFFAIRS IN WASHINGTON, DC WITH TWO STAFF MEMBERS. THE PRINCIPAL MISSION OF THE OFFICE IS TO (1) STAY ABREAST OF EVENTS, LEGISLATION, AND POLICY INITIATIVES THAT IMPACT THE SCIENCES IN GENERAL, IN AREAS OF EDUCATION, FUNDING RESEARCH, AND OTHER; (2) TO ACT AS A RESOURCE TO THE GOVERNMENT IN AREAS SUCH AS FUNDING OF SCIENTIFIC EDUCATION OR RESEARCH OR THE IMPORTANCE OF MATHEMATICS; AND, (3) TO PROVIDE INFORMATION TO THE MEMBERSHIP AND THE WIDER MATHEMATICAL COMMUNITY ABOUT GOVERNMENT INITIATIVES AND POLICIES. THE AMS EDUCATES THE MATHEMATICAL COMMUNITY ABOUT THE GOVERNMENT AND THE VARIOUS GROUPS WITHIN THE GOVERNMENT. THE AMS LOBBIES REGARDING THE FUNDING LEVELS OF THE VARIOUS GOVERNMENTAL AGENCIES THAT SUPPORT THE MATHEMATICAL COMMUNITY, SUCH AS THE NATIONAL SCIENCE FOUNDATION. THE AMS HAS ALSO ENGAGED IN DIRECT LOBBYING REGARDING LEGISLATION AFFECTING MATHEMATICAL PUBLISHING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,319,082 | BeginningYearBalanceAmt |
| Contributions | $580,400 | ContributionsAmt |
| Investment Earnings Or Losses | $24,590,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,297,235 | OtherExpendituresAmt |
| End Year Balance | $158,193,056 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,292,142 | BeginningYearBalanceAmt |
| Contributions | $2,659,518 | ContributionsAmt |
| Investment Earnings Or Losses | $12,475,475 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,108,053 | OtherExpendituresAmt |
| End Year Balance | $138,319,082 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,950,063 | BeginningYearBalanceAmt |
| Contributions | $2,648,873 | ContributionsAmt |
| Investment Earnings Or Losses | $213,824 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,520,618 | OtherExpendituresAmt |
| End Year Balance | $126,292,142 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,540,023 | BeginningYearBalanceAmt |
| Contributions | $2,252,727 | ContributionsAmt |
| Investment Earnings Or Losses | $11,513,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,356,465 | OtherExpendituresAmt |
| End Year Balance | $125,950,063 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,592,283 | BeginningYearBalanceAmt |
| Contributions | $1,980,666 | ContributionsAmt |
| Investment Earnings Or Losses | $20,945,637 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,978,563 | OtherExpendituresAmt |
| End Year Balance | $114,540,023 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06630 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $422,507 | OtherCostOrOtherBasisAmt |
| Book Value | $422,507 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,446,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,608,482 | DepreciationAmt |
| Book Value | $1,837,945 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,028,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,624,084 | DepreciationAmt |
| Book Value | $2,404,363 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $738,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $362,828 | DepreciationAmt |
| Book Value | $376,040 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,040,855 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTRETIREMENT BENEFIT OBLIGATION | Desc |
| Amt | $8,249,948 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,249,948 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $54,173,101 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $21,546,515 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$418,391 | OtherRevenueAmt |
| Revenue Not Reported | $21,128,124 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,044,977 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,044,977 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,425,389 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,425,389 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,425,389 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME FROM ENDOWMENT FUNDS FROM DONORS IS USED FOR SPECIFIC PURPOSES, SUCH AS PRIZES, LECTURES, SCHOLARSHIPS, GRANTS AND OUTREACH PROJECTS. THE MAJORITY OF THE ENDOWMENT FUNDS ARE BOARD-DESIGNATED FUNDS. THESE FUNDS INCLUDE: (1) THE JOURNAL ARCHIVE FUND, WHICH PROVIDES FUNDING FOR THE SOCIETY TO CHANGE ITS ARCHIVAL FORMATTING OF ITS PUBLICATION WHEN REQUIRED IN THE FUTURE; (2) THE YOUNG SCHOLARS FUND, WHICH PROVIDES SUPPORT TO SUMMER MATH CAMPS FOR TALENTED YOUNG STUDENTS; (3) THE OPERATING SUPPORT FUND, WHICH SUPPORTS THE OPERATING ACTIVITIES OF THE SOCIETY; (4) THE ECONOMIC STABILIZATION FUND, WHICH IS A TRUE RESERVE FUND FOR THE SOCIETY TO USE SHOULD ECONOMIC EMERGENCIES ARISE; (5) THE BACKFILE DIGITIZATION FUND, WHICH PROVIDES FUNDS FOR THE DIGITIZATION OF THE SOCIETY'S BOOKS; (6) THE ENDOWMENT INCOME STABILIZATION FUND, WHICH SUPPORTS ENDOWED PROGRAMS WHEN ENDOWMENT INCOME FALLS SHORT OF AMOUNTS NEEDED. |
| PART X, LINE 2: | THE SOCIETY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SOCIETY HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS TO CLASSIFY INCOME AS RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE SOCIETY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SOCIETY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SOCIETY'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POSTRETIREMENT BENEFIT CHANGES -481,171. DEPRECIATION OF LABOR FOR IN HOUSE SOFTWARE DEVELOPMENT -106,844. LABOR DEPRECIATION 169,624. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $20,099 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $9,309 | |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTMAKING | $6,000 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $3,668 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 3 | PROGRAM SERVICES | $241,325 | SALES - MATH PUBLICATIONS |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $400 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $280,801 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $280,801 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| RESEARCH PRIZE | EUROPE (INCLUDING ICELAND & GREENLAND) | 3 | $8,509 | CHECK & WIRE |
| RESEARCH PRIZE | EAST ASIA AND THE PACIFIC | 2 | $668 | WIRE |
| RESEARCH PRIZE | NORTH AMERICA | 4 | $18,299 | CHECK |
| RESEARCH PRIZE | RUSSIA AND NEIGHBORING STATES | 3 | $2,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMERICAN MATHEMATICAL SOCIETY AWARDS VARIOUS TYPES OF GRANTS, PRIZES AND SCHOLARSHIPS. SOME GRANTS REIMBURSE TRAVEL EXPENSES TO ENCOURAGE MATHEMATICIANS TO TRAVEL AND COLLABORATE WITH OTHERS IN THE FIELD. THESE GRANT EXPENSES ARE CAREFULLY MONITORED THROUGH EXPENSE REIMBURSEMENT PROCEDURES. FOR OTHER GRANTS, THE RECIPIENT IS REQUIRED TO REPORT THEIR PLANS FOR THE USE OF FUNDS EITHER DURING THE APPLICATION PROCESS OR BEFORE RECEIVING THE FUNDS. AFTER THE GRANT PERIOD IS OVER, A REPORT ON THE USE OF THE FUNDS IS ALSO REQUIRED. THE APPLICATION FOR CONSIDERATION INCLUDES ACKNOWLEDGEMENT THAT IF SELECTED, THE AWARD WILL BE USED FOR STATED PURPOSES. SOME AWARDS ARE PRIZES THAT RECOGNIZE A BODY OF MATHEMATICAL WORK OR RESEARCH RESULTS THAT HAVE ALREADY BEEN COMPLETED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE ART OF PROBLEM SOLVING FOUNDATION | ||||||||
| PO BOX 4499 | NEW YORK | NY | 10163 | 201239616 | 501(C)(3) | $15,000 | EPSILON AWARD | |
| MATHPATH FOUNDATION | ||||||||
| 63 FAIRVIEW ROAD | SKILLMAN | NJ | 08558 | 201290489 | 501(C)(3) | $10,000 | EPSILON AWARD | |
| FRIENDS OF THE IMU | ||||||||
| 201 CHARLES STREET | PROVIDENCE | RI | 02904 | 263185549 | 501(C)(3) | $5,000 | ANNUAL SUPPORT | |
| EUCLID LAB | ||||||||
| 160 MILLEDGE TERRACE | ATHENS | GA | 30606 | 272340588 | 501(C)(3) | $5,000 | EPSILON AWARD | |
| MATHEMATICAL STAIRCASE INC | ||||||||
| 231 W FRANKLIN STREET | HOLYOKE | MA | 01040 | 461813949 | 501(C)(3) | $16,000 | EPSILON AWARD | |
| SACNAS | ||||||||
| PO BOX 8526 | SANTA CRUZ | CA | 950618526 | 521443811 | 501(C)(3) | $5,000 | ANNUAL SUPPORT | |
| SYLVIA BOZEMAN & RHONDA HUGHES EDGE FOUNDATION | ||||||||
| 1515 BATES PLACE | CLAREMONT | CA | 91711 | 465525057 | 501(C)(3) | $9,000 | ANNUAL SUPPORT | |
| MATHEMATICS FOUNDATION OF AMERICA CANADAUSA MATHCAMP | ||||||||
| 129 HANCOCK STREET | CAMBRDIGE | MA | 02139 | 571035414 | 501(C)(3) | $15,000 | EPSILON AWARD | |
| BROWN UNIVERSITY | ||||||||
| OFFICE OF SPONSORED PROJECTS BOX | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | $5,000 | EPSILON AWARD | 1929 164 ANGELL STREET |
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | ||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | 530196568 | 501(C)(3) | $15,000 | GOLDEN GOOSE AWARD & MASS MEDIA FELLOWSHIP SUPPORT | |
| BOSTON UNIVERSITY | ||||||||
| 111 CUMMINGTON MALL | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $14,000 | EPSILON AWARD | |
| HAMPSHIRE COLLEGE | ||||||||
| 893 WEST STREET | AMHERST | MA | 01002 | 046130872 | 501(C)(3) | $14,000 | EPSILON AWARD | |
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||
| 10 WEST 32ND STREET RE 208 | CHICAGO | IL | 60616 | 362170136 | 501(C)(3) | $5,000 | FAN FUND CHINA EXCHANGE PROGRAM | |
| MATHEMATICAL ASSOCIATION OF AMERICA | ||||||||
| 1529 18TH STREET NW | WASHINGTON | DC | 20036 | 160743079 | 501(C)(3) | $25,000 | U.S. MATH OLYMPIAD AWARD & PROJECT NEXT FELLOWS | |
| MATHWORKS AT TEXAS STATE UNIVERSITY | ||||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | 746002248 | 501(C)(3) | $15,000 | EPSILON AWARD | |
| UNIVERSITY OF ILLINOIS | ||||||||
| 1409 WEST GREEN STREET | URBANA | IL | 61801 | 376006007 | 501(C)(3) | $5,000 | EXEMPLARY PROGRAM OR ACHEIVEMENT AWARD | |
| UNIVERSITY OF PUERTO RICO | ||||||||
| CALL BOX 9000 | MAYAGUEZ | PR | 00681 | 660433761 | GOV'T | $5,000 | EPSILON AWARD | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 518 HYLAN BUILDING | ROCHESTER | NY | 14267 | 160743209 | 501(C)(3) | $5,000 | EPSILON AWARD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (16 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COE IMPACT AWARD | 1 | $1,000 |
| CONANT PRIZE | 1 | $334 |
| MATH ART EXHIBITION AWARD | 4 | $1,000 |
| MATH IN MOSCOW SCHOLARSHIP | 7 | $75,000 |
| MORGAN PRIZE | 1 | $1,200 |
| STEELE PRIZE - MATHEMATICAL EXPOSITION | 1 | $2,500 |
| STEELE PRIZE - SEMINAL CONTRIBUTION | 1 | $5,000 |
| TRJITZINSKY SCHOLARSHIPS | 7 | $21,000 |
| 2017-2018 CONGRESSIONAL FELLOWSHIP | 1 | $26,230 |
| 2016-2017 CONGRESSIONAL FELLOWSHIP | 1 | $51,718 |
| JPBM COMMUNICATIONS AWARD | 2 | $1,789 |
| BOCHER PRIZE | 1 | $5,000 |
| DOOB PRIZE | 1 | $2,500 |
| EISENBUD PRIZE | 1 | $2,500 |
| ISEF-MENGER AWARD | 3 | $3,500 |
| RUTH LYTTLE SATTER PRIZE | 1 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE AMERICAN MATHEMATICAL SOCIETY AWARDS VARIOUS TYPES OF GRANTS, PRIZES AND SCHOLARSHIPS. SOME GRANTS REIMBURSE TRAVEL EXPENSES TO ENCOURAGE MATHEMATICIANS TO TRAVEL AND COLLABORATE WITH OTHERS IN THE FIELD. THESE GRANT EXPENSES ARE CAREFULLY MONTIORED THROUGH EXPENSE REIMBURSEMENT PROCEDURES. FOR OTHER GRANTS, THE RECIPIENT IS REQUIRED TO REPORT THEIR PLANS FOR THE USE OF FUNDS EITHER DURING THE APPLICATION PROCESS OR BEFORE RECEIVING THE FUNDS. AFTER THE GRANT PERIOD IS OVER, A REPORT ON THE USE OF THE FUNDS IS ALSO REQUIRED. THE APPLICATION FOR CONSIDERATION INCLUDES ACKNOWLEDGEMENT THAT IF SELECTED, THE AWARD WILL BE USED FOR STATED PURPOSES. SOME AWARDS ARE PRIZES THAT RECOGNIZE A BODY OF MATHEMATICAL WORK OR RESEARCH RESULTS THAT HAVE ALREADY BEEN COMPLETED. |
| SCHEDULE I, PART I, LINE 2 | GRANTS AND AWARDS TO ORGANIZATIONS AND INDIVIDUALS OCCUR UNDER THE VARIOUS OUTREACH ACTIVITIES OF THE SOCIETY, EACH WITH ITS OWN SET OF CRITERIA FOR THE AWARDEE AND HOW THAT AWARDEE IS EXPECTED TO USE THE FUNDS. MANY GRANTS/AWARDS HAVE NO CRITERIA AS TO USE, SUCH AS THE MANY PRIZES SUPPORTED BY TRUE ENDOWMENT FUNDS. FOR THOSE THAT DO HAVE CRITERIA AS TO USE, SUCH AS THE EPSILON AWARDS TO ORGANIZATIONS AND THE MATH IN MOSCOW GRANTS TO INDIVIDUAL STUDENTS, ADHERENCE TO THE TERMS OF THE GRANT/AWARD IS MONITORED BY STAFF IN THE MEMBERSHIP AND PROFESSIONAL PROGRAMS DEPARTMENT. APPLICATION FOR CONSIDERATION INCLUDES ACKNOWLEDGEMENT THAT IF SELECTED, THE AWARD WILL BE USED FOR STATED PURPOSES. ADDITIONALLY, ONCE THE PURPOSE FOR WHICH THE AWARD OR GRANT WAS MADE IS COMPLETE, THE AWARDEE IS REQUIRED TO FILE A REPORT WITH THE SOCIETY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARLA SAVAGE | ||||||||||||||
| SECRETARY | $111,815 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $111,815 | $0 | $0 | $0 |
| CATHERINE ROBERTS | ||||||||||||||
| EXECUTIVE DIRECTOR | $262,399 | $0 | $0 | $0 | $7,326 | $0 | $10,474 | $0 | $21,415 | $0 | $301,614 | $0 | $0 | $0 |
| EMILY RILEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $172,013 | $0 | $1,500 | $0 | $1,603 | $0 | $20,940 | $0 | $9,848 | $0 | $205,904 | $0 | $0 | $0 |
| EDWARD DUNNE | ||||||||||||||
| EXECUTIVE EDITOR - MI | $179,133 | $0 | $750 | $0 | $1,630 | $0 | $22,467 | $0 | $22,251 | $0 | $226,231 | $0 | $0 | $0 |
| KAREN SAXE | ||||||||||||||
| ASSOC EXEC DIR | $183,443 | $0 | $0 | $0 | $2,440 | $0 | $5,435 | $0 | $1,702 | $0 | $193,020 | $0 | $0 | $0 |
| ROBERT HARINGTON | ||||||||||||||
| ASSOC EXEC DIR | $214,619 | $0 | $1,500 | $0 | $872 | $0 | $27,886 | $0 | $20,396 | $0 | $265,273 | $0 | $0 | $0 |
| T CHRISTINE STEVENS | ||||||||||||||
| ASSOC EXEC DIR | $161,998 | $0 | $750 | $0 | $4,316 | $0 | $18,955 | $0 | $9,490 | $0 | $195,509 | $0 | $0 | $0 |
| THOMAS BLYTHE | ||||||||||||||
| CHIEF INFORMATION OFFICER | $166,158 | $0 | $1,000 | $0 | $1,561 | $0 | $20,341 | $0 | $21,308 | $0 | $210,368 | $0 | $0 | $0 |
| HELEN GRUNDMAN | ||||||||||||||
| DIRECTOR EDUCATION & DIVERSITY | $145,036 | $0 | $0 | $0 | $9,501 | $0 | $11,773 | $0 | $1,506 | $0 | $167,816 | $0 | $0 | $0 |
| SERGEI GELFAND | ||||||||||||||
| PUBLISHER | $149,113 | $0 | $750 | $0 | $2,343 | $0 | $17,639 | $0 | $16,445 | $0 | $186,290 | $0 | $0 | $0 |
| EROL OZIL | ||||||||||||||
| SYSTEM SUPPORT MANAGER | $161,934 | $0 | $0 | $0 | $764 | $0 | $18,888 | $0 | $9,071 | $0 | $190,657 | $0 | $0 | $0 |
| GERARD LOON | ||||||||||||||
| DIRECTOR INFO. SYSTEMS | $145,306 | $0 | $750 | $0 | $1,277 | $0 | $16,433 | $0 | $8,981 | $0 | $172,747 | $0 | $0 | $0 |
| ASSEN DONTCHEV | ||||||||||||||
| ASSOCIATE EDITOR | $142,254 | $0 | $0 | $0 | $3,779 | $0 | $16,743 | $0 | $17,700 | $0 | $180,476 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | FOR THE INDIVIDUALS WHO HAVE BONUSES LISTED, THESE ARE MERITORIOUS BONUSES REQUESTED BY MANAGERS. THESE ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR, CFO AND DIRECTOR OF HUMAN RESOURCES. |
| FORM 990, PART VII, LINE 5: | CARLA SAVAGE RECEIVED COMPENSATION FROM NORTH CAROLINA STATE UNIVERSITY, AN UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION IN THE AMOUNT OF $111,815. KENNETH RIBET RECEIVED COMPENSATION FROM THE UNIVERSITY OF CALIFORNIA, AN UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION IN THE AMOUNT OF $30,000. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY HAS APPROXIMATELY 30,000 MEMBERS, INDIVIDUAL AND INSTITUTIONAL, WITH NO CRITERIA FOR MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE INDIVIDUAL MEMBERSHIP ELECTS ALL BOARD MEMBERS, EXCEPT THE TREASURER AND ASSOCIATE TREASURER. THE TREASURER AND ASSOCIATE TREASURER SERVE WITH APPROVAL OF THE COUNCIL. A SECOND GOVERNING BODY, THE COUNCIL, HAS SOME MEMBERS THAT ARE ELECTED BY THE MEMBERSHIP. CHANGES TO THE BYLAWS MUST BE APPROVED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE INDIVIDUAL MEMBERSHIP ELECTS ALL BOARD MEMBERS, EXCEPT THE TREASURER AND ASSOCIATE TREASURER. THE TREASURER AND ASSOCIATE TREASURER SERVE WITH APPROVAL OF THE COUNCIL. A SECOND GOVERNING BODY, THE COUNCIL, HAS SOME MEMBERS THAT ARE ELECTED BY THE MEMBERSHIP. CHANGES TO THE BYLAWS MUST BE APPROVED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY THE FISCAL DEPARTMENT AND THE SOCIETY'S TAX ADVISORS, CBIZ MHM, LLC. WHEN THE FINAL DRAFT IS PREPARED, IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR. AFTER THIS REVIEW, THE BOARD OF TRUSTEES IS ASKED TO REVIEW THE 990 ELECTRONICALLY BY ACCESSING A SECURE INTERNET SITE. THEY ARE GIVEN APPROXIMATELY THREE TO FIVE BUSINESS DAYS TO REVIEW THE DRAFT. AFTER RESPONDING TO ANY FEEDBACK FROM THE TRUSTEES, THE FILING IS MADE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AMS OFFICERS, TRUSTEES, AND KEY EMPLOYEES, WHO ARE DEFINED AS INTERESTED PERSONS, ARE REQUIRED TO DISCLOSE ANNUALLY FINANCIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY SIGNING OFF ON THE CONFLICT OF INTEREST POLICY. THE AMS ADOPTED THIS POLICY IN NOVEMBER 2011 AND TRUSTEES SIGNED OFF ON THIS POLICY IN NOVEMBER. EACH NOVEMBER TRUSTEES AND KEY EMPLOYEES WILL BE ASKED TO AGAIN SIGN OFF ON THE POLICY AND DISCLOSE ANY POSSIBLE OR ACTUAL CONFLICTS. THE AMS DEFINES AN "INTERESTED PERSON" ACCORDING TO THE IRS DEFINITION, AND THEY ARE ANY DIRECTOR, PRINCIPAL OFFICER , OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. AN INTERESTED PERSON MUST DISCLOSE A FINANCIAL INTEREST, AS DEFINED BY THE IRS, THAT IS A POTENTIAL CONFLICT TO THE BOARD OF TRUSTEES OR COMMITTEE WHO WILL DECIDE IF A CONFLICT EXISTS. IF THE BOARD OF TRUSTEES OR COMMITTEE WITH BOARD-DELEGATED POWERS, EXCLUDING THE INTERESTED PERSON, DECIDES THAT A CONFLICT EXISTS, ALTERNATIVE TRANSACTIONS OR ARRANGEMENTS MIGHT BE MADE AFTER INVESTIGATING IN ORDER TO AVOID THE CONFLICT. ALTERNATIVELY, DISINTERESTED PERSONS ON THE BOARD OF TRUSTEES OR COMMITTEE MAY DETERMINE THAT A TRANSACTION IS FAIR OR REASONABLE AND IN THE BEST INTERESTS OF THE ORGANIZATION. THE INTERESTED PERSON WHO HAS A CONFLICT MAY NOT VOTE ON MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST AND THEY MUST BE EXCLUDED FROM DISCUSSIONS OF MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEWS AND APPROVES WITH THE EXECUTIVE DIRECTOR THE PROCESS BY WHICH THE EXECUTIVE DIRECTOR ESTABLISHES THE SALARY AND BENEFITS OF THE CHIEF FINANCIAL OFFICER AND KEY EMPLOYEES FOR THE UPCOMING YEAR. INCLUDED IN THIS REVIEW IS COMPARISON DATA FROM COMPENSATION SURVEYS. WITH RESPECT TO THE EXECUTIVE DIRECTOR, THE BOARD IS GIVEN SALARY AND BENEFIT AMOUNTS APPROVED FOR THE CURRENT YEAR, AND PROFORMA AMOUNTS FOR THE UPCOMING YEAR. THE BOARD IS ALSO GIVEN COMPARISON DATA FROM COMPENSATION SURVEYS TO ASSIST WITH COMPENSATION DECISIONS FOR THE EXECUTIVE DIRECTOR. THE BOARD TAKES INTO CONSIDERATION THE INFORMATION PROVIDED BY STAFF AS WELL AS COMPENSATION SURVEYS AND PERFORMANCE IN SETTING HIS/HER COMPENSATION FOR THE FOLLOWING YEAR. ALL COMPENSATION SURVEYS USED FOR SETTING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES' SALARIES ARE FROM INDEPENDENT SOURCES, AND THEY ARE GATHERED BY A HUMAN RESOURCES PROFESSIONAL. THE BOARD DOCUMENTS THEIR PROCESS FOR SETTING THE SALARIES EACH YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | SHORTLY AFTER FILING, THE SOCIETY'S FORM 990 AND ALL SCHEDULES (EXCLUDING SCHEDULE B) IS COPIED AND MADE AVAILABLE TO THE SOCIETY'S THREE LOCATIONS. IF ANYONE REQUESTS TO SEE THE FORM 990 AND SCHEDULES, COPIES ARE PROVIDED BY STAFF VIA MAIL OR EMAIL. THE SOCIETY'S GOVERNING DOCUMENTS ARE ON THE SOCIETY'S WEBSITE. THE ANNUAL REPORT OF THE TREASURER, INCLUDING THE FINANCIAL STATEMENT, IS PUBLISHED EACH YEAR IN THE SOCIETY'S PUBLICATION, NOTICES OF THE AMERICAN MATHEMATICAL SOCIETY. THESE PUBLICATIONS ARE AVAILABLE ON THE WEBSITE. THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT BENEFIT CHANGES -481,171. DEPRECIATION OF LABOR FOR IN HOUSE SOFTWARE DEVELOPMENT -106,844. LABOR DEPRECIATION 169,624. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MATHEMATICAL REVIEWS INC | |||||||||
| 416 FOURTH STREET | ANN ARBOR | MI | 48103 | 382489014 | INACTIVE | MI | 501(C)(3) | AMERICAN MATHEMATICAL SOCIETY | Yes (1) |
| INTERNATIONAL CONGRESS OF MATHEMATICIANS CO AMS | |||||||||
| 201 CHARLES STREET | PROVIDENCE | RI | 02094 | 050405879 | INACTIVE | RI | 501(C)(3) | AMERICAN MATHEMATICAL SOCIETY | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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