AMERICAN MATHEMATICAL SOCIETY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN MATHEMATICAL SOCIETY (EIN 05-0264797)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201703129349301465
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-08T09:43:43-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ TOFIASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050264797EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN MATHEMATICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone4014554000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 CHARLES STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029042294ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY D RILEYPersonNm
Person TitleCFOPersonTitleTxt
Phone4014554000PhoneNum
Signature2017-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6177610600PhoneNum
Preparation2017-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.172.72.163IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-05IPDt
IP Tm10:48:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id102C1995D04F643618E9EB8F2AEF5D32C98268A5AtSubmissionCreationDeviceId
At Submission Filing Device IdB0824711EFFAC56D49F0A654FCE22BDFF284F515AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCATHERINE ROBERTSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 CHARLES STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029042294ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$40,817,683GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMS.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1888FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE 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 Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee236TotalEmployeeCnt
Total Volunteers550TotalVolunteersCnt
Total Gross UBI$22,094TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$19,303NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,272,338PYContributionsGrantsAmt
CY Contributions Grants$5,206,790CYContributionsGrantsAmt
PY Program Service Revenue$22,879,117PYProgramServiceRevenueAmt
CY Program Service Revenue$23,721,206CYProgramServiceRevenueAmt
PY Investment Income$2,889,375PYInvestmentIncomeAmt
CY Investment Income$3,539,687CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$32,040,830PYTotalRevenueAmt
CY Total Revenue$32,467,683CYTotalRevenueAmt
PY Grants And Similar Paid$767,062PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$653,719CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$18,961,457PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,050,163CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$396,389CYTotalFundraisingExpenseAmt
PY Other Expenses$9,326,607PYOtherExpensesAmt
CY Other Expenses$9,526,357CYOtherExpensesAmt
PY Total Expenses$29,055,126PYTotalExpensesAmt
CY Total Expenses$30,230,239CYTotalExpensesAmt
PY Revenues Less Expenses$2,985,704PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,237,444CYRevenuesLessExpensesAmt
Total Assets BOY$152,646,522TotalAssetsBOYAmt
Total Assets EOY$165,736,071TotalAssetsEOYAmt
Total Liabilities BOY$24,381,439TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,500,186TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$128,265,083NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$140,235,885NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPLEASE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,576,869ExpenseAmt
Revenue$21,773,325RevenueAmt
DescPUBLICATION 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 88,921 NEW REVIEWS TO MATHSCINET IN 2016. IN ADDITION, THE AMS PUBLISHED 22,038 PAGES OF NEW MATERIAL IN 70 NEW BOOKS. ALSO, JOURNAL AND OTHER PUBLICATIONS INCLUDED 28,144 PAGES OF PUBLISHED MATERIAL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,697,736ExpenseAmt
Grant$653,719GrantAmt
Revenue$487,252RevenueAmt
DescMEMBERSHIP AND OUTREACH ACTIVITIES, AS WELL AS PROFESSIONAL SERVICES AND PROGRAMS FOR THE MATHEMATICAL COMMUNITY, SUCH AS EMPLOYMENT SERVICES, GRANT OR ENDOWMENT SUPPORTED CONFERENCES, 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

FieldValueIRS element (for citing)
Expense$1,344,479ExpenseAmt
Revenue$1,416,529RevenueAmt
DescMEETINGS 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 SEATTLE, WASHINGTON, IN 2016 HAD ATTENDANCE OF MORE THAN 6,200 PARTICIPANTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$768,160ExpenseAmt
Revenue$22,006RevenueAmt
DescGOVERNMENT 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$768,160TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$22,006TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$26,387,244TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document618IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee236EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMILY D RILEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4014554000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 CHARLES STAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029042294ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
RUTH CHARNEY
TRUSTEE2.00Yes (X)$0$0$0
BRYNA KRA
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM H JACO
TRUSTEE2.00Yes (X)$0$0$0
JOSEPH SILVERMAN
TRUSTEE2.00Yes (X)$0$0$0
KAREN VOGTMANN
TRUSTEE2.00Yes (X)$0$0$0
ROBERT K LAZARSFELD
TRUSTEE2.00Yes (X)$0$0$0
KENNETH RIBET
PRESIDENT20.00Yes (X)$5,000$0$0Yes (X)
JANE M HAWKINS
TREASURER3.00Yes (X)$0$0$0Yes (X)
ZBIGNIEW H NITECKI
ASSOCIATE TREASURER3.00Yes (X)$0$0$0Yes (X)
ROBERT BRYANT
PRESIDENT20.00Yes (X)$30,000$0$0Yes (X)
CARLA SAVAGE
SECRETARY25.00$120,698$0$0Yes (X)
DONALD MCCLURE
EXECUTIVE DIRECTOR40.00$260,439$0$42,927Yes (X)
CATHERINE ROBERTS
EXECUTIVE DIRECTOR40.00$114,122$0$9,672Yes (X)
EMILY RILEY
CHIEF FINANCIAL OFFICER40.00$172,992$0$29,282Yes (X)
EDWARD DUNNE
EXECUTIVE EDITOR - MI40.00$177,093$0$42,651Yes (X)
SAMUEL RANKIN
ASSOC EXEC DIR40.00$237,179$0$45,834Yes (X)
ROBERT HARINGTON
ASSOC EXEC DIR40.00$213,943$0$46,828Yes (X)
T CHRISTINE STEVENS
ASSOC EXEC DIR40.00$163,322$0$27,685Yes (X)
THOMAS BLYTHE
CHIEF INFORMATION OFFICER40.00$164,222$0$39,293Yes (X)
SERGEI GELFAND
PUBLISHER40.00$148,317$0$32,940Yes (X)
EROL OZIL
SYSTEM SUPPORT MANAGER40.00$157,681$0$26,915Yes (X)
GERARD LOON
DIRECTOR INFO. SYSTEMS40.00$143,448$0$23,449Yes (X)
ASSEN DONTCHEV
ASSOCIATE EDITOR40.00$146,001$0$32,844Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,254,457TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$400,320TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K51IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AVF CONSULTING INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1JITASA 1750 W FRONT ST SUITE 200AddressLine1Txt
CityBOISECityNm
State AbbreviationIDStateAbbreviationCd
ZIP83702ZIPCd
FieldValueIRS element (for citing)
ServicesSOFTWARE CONSULTANTServicesDesc
Compensation$101,840CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$2,430,493MembershipDuesAmt
Government Grants$864,302GovernmentGrantsAmt
All Other Contributions$1,911,995AllOtherContributionsAmt
Total Contributions$5,206,790TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PUBLICATIONS541900$21,183,223$21,183,223
MEETINGS541900$1,438,623$1,416,529$22,094
SALE OF SERVICE541900$590,102$590,102
SERVICES AND OUTREACH541900$487,252$487,252
OTHER900099$22,006$22,006
FieldValueIRS element (for citing)
Total Program Service Revenue$23,721,206TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,539,687TotalRevenueColumnAmt
Exclusion$3,539,687ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,350,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,350,000SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,467,683TotalRevenueColumnAmt
Related Or Exempt Func Income$23,699,112RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$22,094UnrelatedBusinessRevenueAmt
Exclusion$3,539,687ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$391,941TotalAmt
Program Services$391,941ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$222,094TotalAmt
Program Services$222,094ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$39,684TotalAmt
Program Services$39,684ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,704,667TotalAmt
Program Services$1,075,233ProgramServicesAmt
Management And General$629,434ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,378,062TotalAmt
Program Services$12,337,590ProgramServicesAmt
Management And General$812,474ManagementAndGeneralAmt
Fundraising$227,998FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,383,769TotalAmt
Program Services$1,244,637ProgramServicesAmt
Management And General$128,079ManagementAndGeneralAmt
Fundraising$11,053FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,518,679TotalAmt
Program Services$2,266,090ProgramServicesAmt
Management And General$237,277ManagementAndGeneralAmt
Fundraising$15,312FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,064,986TotalAmt
Program Services$949,772ProgramServicesAmt
Management And General$98,141ManagementAndGeneralAmt
Fundraising$17,073FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$38,136TotalAmt
Program Services$25,920ProgramServicesAmt
Management And General$11,004ManagementAndGeneralAmt
Fundraising$1,212FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$111,111TotalAmt
Program Services$20,223ProgramServicesAmt
Management And General$88,914ManagementAndGeneralAmt
Fundraising$1,974FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$103,814TotalAmt
Program Services$97,228ProgramServicesAmt
Management And General$121ManagementAndGeneralAmt
Fundraising$6,465FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$480,160TotalAmt
Program Services$480,160ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$511,286TotalAmt
Program Services$441,550ProgramServicesAmt
Management And General$68,093ManagementAndGeneralAmt
Fundraising$1,643FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$753,721TotalAmt
Program Services$515,801ProgramServicesAmt
Management And General$216,153ManagementAndGeneralAmt
Fundraising$21,767FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,047,362TotalAmt
Program Services$1,046,231ProgramServicesAmt
Management And General$1,106ManagementAndGeneralAmt
Fundraising$25FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,000TotalAmt
Fundraising$4,000FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$740,695TotalAmt
Program Services$504,819ProgramServicesAmt
Management And General$230,752ManagementAndGeneralAmt
Fundraising$5,124FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$171,758TotalAmt
Program Services$140,278ProgramServicesAmt
Management And General$30,796ManagementAndGeneralAmt
Fundraising$684FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OUTSIDE SERVICES$2,015,307$1,446,445$543,724$25,138
PRINTING/PUBLICATIONS$1,005,349$982,777$3,868$18,704
POSTAGE AND SHIPPING$624,378$593,757$8,678$21,943
SERVICE CONTRACTS - EQU$408,545$236,369$168,436$3,740

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,510,735TotalAmt
Program Services$1,328,645ProgramServicesAmt
Management And General$169,556ManagementAndGeneralAmt
Fundraising$12,534FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,230,239TotalAmt
Program Services$26,387,244ProgramServicesAmt
Management And General$3,446,606ManagementAndGeneralAmt
Fundraising$396,389FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,018,326BOYAmt
EOY$1,131,379EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,164,171BOYAmt
EOY$15,260,782EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$100,985BOYAmt
EOY$133,427EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,049,422BOYAmt
EOY$419,773EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,291,914BOYAmt
EOY$1,360,939EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,607,233BOYAmt
EOY$2,226,714EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,889,675LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,803,020LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,379,850BOYAmt
EOY$5,086,655EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$127,034,621BOYAmt
EOY$140,116,402EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$152,646,522BOYAmt
EOY$165,736,071EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,446,993BOYAmt
EOY$4,927,135EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$12,613,091BOYAmt
EOY$12,926,112EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,321,355BOYAmt
EOY$7,646,939EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,381,439BOYAmt
EOY$25,500,186EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,903,368BOYAmt
EOY$122,198,789EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,665,546BOYAmt
EOY$11,667,789EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,696,169BOYAmt
EOY$6,369,307EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$128,265,083BOYAmt
EOY$140,235,885EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$152,646,522BOYAmt
EOY$165,736,071EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,237,444ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,453,317NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$280,041OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,633,274CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,902,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,581,648CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,272,338CurrentTaxYearMinus1YearAmt
Current Tax Year$5,206,790CurrentTaxYearAmt
Total$24,596,939TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,431,481CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,224,687CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,849,699CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,855,888CurrentTaxYearMinus1YearAmt
Current Tax Year$23,699,112CurrentTaxYearAmt
Total$114,060,867TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,064,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,127,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,431,347CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,128,226CurrentTaxYearMinus1YearAmt
Current Tax Year$28,905,902CurrentTaxYearAmt
Total$138,657,806TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,390CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,506CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,445CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,630CurrentTaxYearMinus1YearAmt
Current Tax Year$20,652CurrentTaxYearAmt
Total$54,623TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,390CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,506CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,445CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,630CurrentTaxYearMinus1YearAmt
Current Tax Year$20,652CurrentTaxYearAmt
Total$54,623TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$138,603,183PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,342,514CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,010,166CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,588,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,889,375CurrentTaxYearMinus1YearAmt
Current Tax Year$3,539,687CurrentTaxYearAmt
Total$15,370,492TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,963CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,673CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,361CurrentTaxYearMinus1YearAmt
Current Tax Year$20,303CurrentTaxYearAmt
Total$101,701TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,365,477CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,027,839CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,608,151CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,910,736CurrentTaxYearMinus1YearAmt
Current Tax Year$3,559,990CurrentTaxYearAmt
Total$15,472,193TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,430,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,155,415CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,039,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,038,962CurrentTaxYearMinus1YearAmt
Current Tax Year$32,465,892CurrentTaxYearAmt
Total$154,129,999TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89930PublicSupportCY509Pct
Public Support PY5090.90470PublicSupportPY509Pct
Investment Income CY0.10040InvestmentIncomeCYPct
Investment Income PY0.09510InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$220,640DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$220,640TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Beginning Year Balance$126,292,142BeginningYearBalanceAmt
Contributions$2,659,518ContributionsAmt
Investment Earnings Or Losses$12,475,475InvestmentEarningsOrLossesAmt
Other Expenditures$3,108,053OtherExpendituresAmt
End Year Balance$138,319,082EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$125,950,063BeginningYearBalanceAmt
Contributions$2,648,873ContributionsAmt
Investment Earnings Or Losses$213,824InvestmentEarningsOrLossesAmt
Other Expenditures$2,520,618OtherExpendituresAmt
End Year Balance$126,292,142EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$114,540,023BeginningYearBalanceAmt
Contributions$2,252,727ContributionsAmt
Investment Earnings Or Losses$11,513,778InvestmentEarningsOrLossesAmt
Other Expenditures$2,356,465OtherExpendituresAmt
End Year Balance$125,950,063EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,592,283BeginningYearBalanceAmt
Contributions$1,980,666ContributionsAmt
Investment Earnings Or Losses$20,945,637InvestmentEarningsOrLossesAmt
Other Expenditures$1,978,563OtherExpendituresAmt
End Year Balance$114,540,023EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$81,005,555BeginningYearBalanceAmt
Contributions$2,253,825ContributionsAmt
Investment Earnings Or Losses$12,560,503InvestmentEarningsOrLossesAmt
Other Expenditures$2,227,600OtherExpendituresAmt
End Year Balance$93,592,283EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.88350BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.04600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07050TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$422,507OtherCostOrOtherBasisAmt
Book Value$422,507BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,066,143OtherCostOrOtherBasisAmt
Depreciation$6,313,639DepreciationAmt
Book Value$1,752,504BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,640,562OtherCostOrOtherBasisAmt
Depreciation$4,175,332DepreciationAmt
Book Value$2,465,230BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$760,463OtherCostOrOtherBasisAmt
Depreciation$314,049DepreciationAmt
Book Value$446,414BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,086,655TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPOSTRETIREMENT BENEFIT OBLIGATIONDesc
Amt$7,646,939Amt
FieldValueIRS element (for citing)
Total Liability$7,646,939TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$42,201,041TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,453,317NetUnrealizedGainsInvstAmt
Other Revenue$280,041OtherRevenueAmt
Revenue Not Reported$9,733,358RevenueNotReportedAmt
Revenue Subtotal$32,467,683RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$32,467,683TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$30,230,239TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$30,230,239ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$30,230,239TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 -172,266. DEPRECIATION OF LABOR FOR IN HOUSE SOFTWARE DEVELOPMENT -57,438. LABOR DEPRECIATION 509,745.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
NORTH AMERICA00GRANTMAKING$6,700
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING$14,634
RUSSIA AND NEIGHBORING STATES00GRANTMAKING$6,000
EAST ASIA AND THE PACIFIC00GRANTMAKING$12,350
EUROPE (INCLUDING ICELAND & GREENLAND)03PROGRAM SERVICES$411,474SALES - MATH PUBLICATIONS
NORTH AMERICA00PROGRAM SERVICESSALES - MATH PUBLICATIONS
SUB-SAHARAN AFRICA00PROGRAM SERVICESSALES - MATH PUBLICATIONS
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSALES - MATH PUBLICATIONS
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESSALES - MATH PUBLICATIONS
SOUTH ASIA00PROGRAM SERVICESSALES - MATH PUBLICATIONS
SOUTH AMERICA00PROGRAM SERVICESSALES - MATH PUBLICATIONS
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESSALES - MATH PUBLICATIONS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$451,158SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$451,158TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegionTxt
Purpose Of GrantFAN FUND CHINA EXCHANGE PROGRAMPurposeOfGrantTxt
Cash Grant$8,350CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
RESEARCH PRIZEEUROPE (INCLUDING ICELAND & GREENLAND)5$13,834CHECK
RESEARCH PRIZEEAST ASIA AND THE PACIFIC2$1,000CHECK
RESEARCH PRIZENORTH AMERICA2$500CHECK
RESEARCH PRIZERUSSIA AND NEIGHBORING STATES2$2,000WIRE
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
THE PRESIDENT & TRUSTEES OF WILLIAMS COLLEGE
PO BOX 624WILLIAMSTOWNMA01267042104847501(C)(3)$8,500EPSILON AWARD
MAA
1529 EIGHTEENTH STREET NWWASHINGTONDC20036160743079501(C)(3)$25,000ANNUAL SUPPORT & PROJECT NEXT FELLOWS SUPPORT
THE ART OF PROBLEM SOLVING FOUNDATION
PO BOX 4499NEW YORKNY10163201239616501(C)(3)$10,000EPSILON AWARD
MATHPATH FOUNDATION
63 FAIRVIEW ROADSKILLMANNJ08558201290489501(C)(3)$5,000EPSILON AWARD
NEW YORK MATH CIRCLE
PO BOX 1992NEW YORKNY10113261162539501(C)(3)$5,000EPSILON AWARD
FRIENDS OF THE IMU
201 CHARLES STREETPROVIDENCERI02904263185549501(C)(3)$5,000ANNUAL SUPPORT
EUCLID LAB
160 MILLEDGE TERRACEATHENSGA30606272340588501(C)(3)$5,000EPSILON AWARD
MATHEMATICAL STAIRCASE INC
231 W FRANKLIN STREETHOLYOKEMA01040461813949501(C)(3)$13,500EPSILON AWARD
SACNAS
PO BOX 8526SANTA CRUZCA950618526521443811501(C)(3)$5,000ANNUAL SUPPORT
ASSOCIATION OF AMERICAN UNIVERSITIES
1200 NEW YORK AVENUE NW SUITE 550WASHINGTONDC20005522947112501(C)(3)$5,000GOLDEN GOOSE AWARD
AAAS - DC
1200 NEW YORK AVENUE NWWASHINGTONDC20005530196568501(C)(3)$10,000MASS MEDIA FELLOWSHIP SUPPORT
MATHEMATICS FOUNDATION OF AMERICA CANADAUSA MATHCAMP
129 HANCOCK STREETCAMBRDIGEMA02139571035414501(C)(3)$5,000EPSILON AWARD
UNIVERSITY OF WASHINGTON DEPT OF MATH
BOX 354350SEATTLEWA98195916001537115$5,000EPSILON AWARD
TEXAS STATE UNIVERSITY MATHWORKS
601 UNIVERSITY DRIVESAN MARCOSTX78666942960235115$5,000EPSILON AWARD
BROWN UNIVERSITY
OFFICE OF SPONSORED PROJECTS BOXPROVIDENCERI02912050258809501(C)(3)$5,000EPSILON AWARD1929 164 ANGELL STREET
NATIONAL ASSOCIATION OF MANUFACTURERS
733 10TH STREET NW 700WASHINGTONDC20001131084330501(C)(6)$5,000ANNUAL SUPPORT
VICE PROVOST FOR FACULTY ADVANCEMENT & INTITUTIONAL DIVERSITY WASHINGTON U
1 BROOKINGS DRIVE CAMPUS BOX 1233SAINT LOUISMO63130430653611501(C)(3)$15,000ANNUAL SUPPORT
SIGMACAMP INC
68 UPPER SHEEP PASTURE ROADE SETAUKEYNY11733462782877501(C)(3)$7,000EPSILON AWARD
AMERICAN INSTITUTE OF MATHEMATICS
600 E BROKAW ROADSAN JOSECA95112943205114501(C)(3)$10,000EPSILON AWARD
CALIFORNIA STATE UNIVERSITY DEPT OF MATHEMATICS
18111 NORDHOFF STREETNORTHRIDGECA91330956196006501(C)(3)$5,000EXEMPLARY PROGRAM OR ACHEIVEMENT AWARD
FieldValueIRS element (for citing)
Total501c3 Org19Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (17 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
COE IMPACT AWARD2$1,000
CONANT PRIZE1$1,000
DISTINGUISHED PUBLIC SERVICE AWARD1$4,000
ISEF-MENGER AWARD2$2,500
MATH ART EXHIBITION AWARD3$1,000
MATH IN MOSCOW SCHOLARSHIP9$91,800
MOORE RESEARCH ARTICLE PRIZE2$2,500
MORGAN PRIZE1$1,200
ROBBINS PRIZE1$1,667
STEELE PRIZE - LIFETIME ACHIEVEMENT1$10,000
STEELE PRIZE - MATHEMATICAL EXPOSITION3$5,001
STEELE PRIZE - SEMINAL CONTRIBUTION1$5,000
TRJITZINSKY SCHOLARSHIPS7$21,000
VEBLEN PRIZE2$5,000
WIENER PRIZE1$5,000
2015-2016 CONGRESSIONAL FELLOWSHIP1$38,567
2016-2017 CONGRESSIONAL FELLOWSHIP1$25,859

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KENNETH RIBET
PRESIDENT$5,000$0$0$0$0$0$0$0$0$0$5,000$0$0$0
ROBERT BRYANT
PRESIDENT$30,000$0$0$0$0$0$0$0$0$0$30,000$0$0$0
CARLA SAVAGE
SECRETARY$120,698$0$0$0$0$0$0$0$0$0$120,698$0$0$0
DONALD MCCLURE
EXECUTIVE DIRECTOR$201,317$0$0$0$59,122$0$33,119$0$9,808$0$303,366$0$0$0
EMILY RILEY
CHIEF FINANCIAL OFFICER$170,595$0$850$0$1,547$0$20,436$0$8,846$0$202,274$0$0$0
EDWARD DUNNE
EXECUTIVE EDITOR - MI$174,614$0$850$0$1,629$0$21,964$0$20,687$0$219,744$0$0$0
SAMUEL RANKIN
ASSOC EXEC DIR$233,965$0$0$0$3,214$0$30,259$0$15,575$0$283,013$0$0$0
ROBERT HARINGTON
ASSOC EXEC DIR$212,221$0$850$0$872$0$27,338$0$19,490$0$260,771$0$0$0
T CHRISTINE STEVENS
ASSOC EXEC DIR$158,312$0$850$0$4,160$0$18,688$0$8,997$0$191,007$0$0$0
THOMAS BLYTHE
CHIEF INFORMATION OFFICER$162,063$0$650$0$1,509$0$19,904$0$19,389$0$203,515$0$0$0
SERGEI GELFAND
PUBLISHER$145,324$0$650$0$2,343$0$17,288$0$15,652$0$181,257$0$0$0
EROL OZIL
SYSTEM SUPPORT MANAGER$156,945$0$0$0$736$0$18,414$0$8,501$0$184,596$0$0$0
GERARD LOON
DIRECTOR INFO. SYSTEMS$141,558$0$650$0$1,240$0$16,157$0$7,292$0$166,897$0$0$0
ASSEN DONTCHEV
ASSOCIATE EDITOR$142,271$0$0$0$3,730$0$16,821$0$16,023$0$178,845$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7FOR 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 $120,698. ROBERT BRYANT RECEIVED COMPENSATION FROM DUKE UNIVERSITY, AN UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION IN THE AMOUNT OF $30,000. KENNETH RIBET RECEIVED COMPENSATION FROM THE UNIVERSITY OF CALIFORNIA BERKELEY, AN UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION IN THE AMOUNT OF $5,000.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE SOCIETY HAS APPROXIMATELY 30,000 MEMBERS, INDIVIDUAL AND INSTITUTIONAL, WITH NO CRITERIA FOR MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BTHE 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 11BTHE 990 IS PREPARED BY THE FISCAL DEPARTMENT AND THE SOCIETY'S TAX ADVISORS, CBIZ TOFIAS. 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 12CAMS 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 15THE 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 19SHORTLY 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 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, AS WELL AS THE ANNUAL REPORT. THESE PUBLICATIONS ARE AVAILABLE ON THE WEBSITE. THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.
FORM 990, PART XI, LINE 9:POSTRETIREMENT BENEFIT - RELATED CHANGES -172,266. DEPRECIATION OF LABOR FOR IN HOUSE SOFTWARE -57,438. LABOR DEPRECIATION 509,745.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MATHEMATICAL REVIEWS INC
416 FOURTH STREETANN ARBORMI48103382489014INACTIVEMI501(C)(3)AMERICAN MATHEMATICAL SOCIETYYes (1)
INTERNATIONAL CONGRESS OF MATHEMATICIANS CO AMS
201 CHARLES STREETPROVIDENCERI02094050405879INACTIVERI501(C)(3)AMERICAN MATHEMATICAL SOCIETYYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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