2014-09-24T16:05:28-05:00 2013-12-31 043018997 FULCHINO O'REILLY & COMPANY PC 155 MIDDLESEX TURNPIKE BURLINGTON MA 01803 990 2013-01-01 042103657 AMERICAN METEOROLOGICAL SOCIETY AMER 6172272425 45 BEACON STREET BOSTON MA 02108 MICHAEL BATSIMM CONTROLLER 6172272425 2014-09-22 1 THOMAS F O'REILLY CPA P00151921 7812705800 2014-09-22 2013 2015-11-30 17:44:51Z KEITH L SEITTER 45 BEACON STREET BOSTON MA 02108 16479528 0 X WWW.AMETSOC.ORG/AMS X 1958 MA TO ADVANCE THE ATMOSPHERIC AND RELATED SCIENCES, TECHNOLOGIES, APPLICATIONS, AND SERVICES. 19 19 115 930 124047 -11925 2374416 1937044 14434897 14377958 158212 164526 0 0 16967525 16479528 370829 244495 0 0 8070961 8055844 0 20528 172809 7851702 8283015 16293492 16603882 674033 -124354 23736847 24158163 11021257 10395595 12715590 13762568 TO ADVANCE THE ATMOSPHERIC AND RELATED SCIENCES, TECHNOLOGIES, APPLICATIONS, AND SERVICES FOR THE BENEFIT OF SOCIETY. 0 0 15928111 244495 14253911 THE EXPENSES OF THE SOCIETY ARE FOR PROGRAM SERVICES, MANAGEMENT AND GENERAL EXPENSES. THE SOCIETY SERVICES APPROXIMATELY 13,100 MEMBERS IN GOVERNMENT, EDUCATION AND THE PRIVATE SECTOR. 15928111 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 68 0 1 115 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X MICHAEL BATSIMM 6172263999 45 BEACON STREET BOSTON MA 02108 DR J MARSHALL SHEPHERD PRESIDENT 8.00 X 0 0 0 DR WILLIAM B GAIL PRESIDENT ELECT 5.00 X 0 0 0 MR JONATHAN T MALAY PAST PRESIDENT 5.00 X 0 0 0 DR THOMAS J BOGDAN COUNCILOR 2.00 X 0 0 0 DR PETER J LAMB COUNCILOR 5.00 X 0 0 0 MS PATRICIA A PHOEBUS COUNCILOR 2.00 X 0 0 0 MR WILLIAM L READ COUNCILOR 2.00 X 0 0 0 MR H JOE WITTE COUNCILOR 2.00 X 0 0 0 DR JOSE DFUENTES COUNCILOR 2.00 X 0 0 0 DR STEVEN R HANNA COUNCILOR 2.00 X 0 0 0 DR RICHARD H JOHNSON COUNCILOR 2.00 X 0 0 0 DR CHRISTA D PETERS-LIDARD COUNCILOR 5.00 X 0 0 0 DR WASSILA THIAW COUNCILOR 2.00 X 0 0 0 PROF CHIDONG ZHANG COUNCILOR 2.00 X 0 0 0 MR STEPHEN F CORFIDI COUNCILOR 2.00 X 0 0 0 DR SONIA M KREIDENWEIS COUNCILOR 2.00 X 0 0 0 DR FRANK D MARKS JR COUNCILOR 2.00 X 0 0 0 DR YVETTE P RICHARDSON COUNCILOR 2.00 X 0 0 0 DR ELIZABETH A RITCHIE COUNCILOR 2.00 X 0 0 0 DR KEITH L SEITTER EXECUTIVE DIRECTOR 50.00 X 230069 0 44142 DR RICHARD D ROSEN SECRETARY-TREASURER 10.00 X 0 0 0 DR JAMES BREY EDUCATION DIRECTOR 50.00 X 162666 0 36276 DR WILLIAM HOOKE POLICY DIRECTOR 50.00 X 135065 0 19205 MICHAEL D BATSIMM CONTROLLER 50.00 X 137417 0 23023 KENNETH F HEIDEMAN PUBLICATIONS DIRECTOR 50.00 X 104368 0 26291 DR PAUL A HIGGINS ASST. POLICY PROGRAM DIREC 50.00 X 137539 0 29727 DR IRA GEER EDUCATION PROGRAM 32.00 X 109954 0 13118 1017078 0 191782 9 0 1 0 0 1501144 435900 1937044 PUBLICATIONS 541800 9059215 8941594 117621 MEETINGS 541900 2696569 2696569 EDUCATIONAL ASSISTANCE 541900 1582908 1582908 MEMBERSHIP DUES 541900 1032840 1032840 MISCELLANEOUS 541900 6426 6426 14377958 125736 125736 38790 0 38790 38790 38790 16479528 14253911 124047 164526 244495 244495 465427 350359 115068 6079996 5932675 26701 120620 431427 409655 9710 12062 623140 611048 4855 7237 455854 432626 11166 12062 14648 14648 78739 78739 20528 20528 175373 157836 17537 655822 590240 65582 19167 19167 1450480 1450480 188684 188684 305549 274994 30555 99362 89426 9936 PRINTING & PUBLICATIONS 2823464 2823464 EDUCATION 1548433 1548433 POSTAGE 281490 253041 28149 300 BANK CHARGES 180775 180775 461029 370713 90316 16603882 15928111 502962 172809 2191491 2112252 1448412 1783325 37000 15979 42359 87086 254187 187749 795107 194582 13458878 2556504 11014774 10902374 7907546 8856829 45971 17987 23736847 24158163 712910 571798 4756095 4581733 5125866 4934722 426386 307342 11021257 10395595 X 10338151 11382919 1734739 1736948 642700 642701 12715590 13762568 23736847 24158163 X -124354 935356 235976 X 0 1 X 1 1 1 X 2618494 2412976 2442961 2374416 1937044 11785891 13055321 13938462 13892740 14300849 14253911 69441283 15673815 16351438 16335701 16675265 16190955 81227174 5000 5000 10000 0 5000 5000 10000 81217174 213301 154207 134406 151859 125736 779509 213301 154207 134406 151859 125736 779509 3938 7682 535 12155 15891054 16513327 16470107 16827659 16316691 82018838 0.99020 0.98820 0.00950 0.01150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 3685777 572001 26302 518779 3765301 3630886 578319 58329 581757 3685777 3566684 675213 39338 650349 3630886 3901398 592289 54885 981888 3566684 3737796 620474 75989 532859 3901400 0.36800 0.17100 0.46100 0 0 3651675 3651675 4144585 381175 3763410 4625160 1516580 3108580 1037458 658749 378709 10902374 FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 190410 CHARITABLE GIFT ANNUITY LIABILITY 116932 307342 X 17714561 935356 299677 1235033 16479528 0 16479528 16667583 63701 63701 16603882 0 16603882 PART III, LINE 1A: IN ACCORDANCE WITH U.S. GAAP, THE SOCIETY DOES NOT CAPITALIZE DONATED WORKS OF ART OR RECOGNIZE THEM AS REVENUES OR GAINS. SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: THE SOCIETY'S LAND AND BUILDING ARE LOCATED IN A HISTORICAL DISTRICT AND ITS BUILDING IS CLASSIFIED AS A HISTORICAL STRUCTURE. THE SOCIETY ALSO HAS WORKS OF ART AND SCIENTIFIC INSTRUMENTS AND LITERATURE WHICH ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH. PART V, LINE 4: THE SOCIETY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE EXECUTIVE COMMITTEE, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO CONTRIBUTE TO THE SOCIETY'S TOTAL RETURN OBJECTIVES AND PRESERVE PRINCIPAL WHILE MAINTAINING A COMPETITIVE YIELD AS MARKET CONDITIONS DICTATE. THE SOCIETY'S POLICY OF APPROPRIATING SCHOLARSHIPS, FELLOWSHIPS AND OTHER DISTRIBUTION OF FUNDS IS DETERMINED BASED ON THE DONOR'S INTENTIONS AND INVESTMENT RETURNS AS WELL AS TAKING INTO CONSIDERATION THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. PART X, LINE 2: IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SOCIETY APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF DECEMBER 31, 2013, THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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: NET ASSETS RELEASED FROM RESTRICTIONS 63,701. UNREALIZED GAIN ON INTEREST RATE SWAP MORTGAGE AGREEMENT 235,976. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 63,701. EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES TECHNICAL EDITOR WITHIN THE PUBLICATIONS GROUP 30000 0 1 0 0 0 1 30000 0 30000 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL METHOD X X X X X 1 CHARITABLE DEVELOPMENT CONSULTANTS C/O BRUCE E BIGELOW PO BOX 1486 FREDERICK MD 21702 CONSULTING RELATED TO INCREASING DONATIONS 0 0 20528 0 20528 1 FELLOWSHIPS 11 178495 SCHOLARSHIPS 38 66000 PART I, LINE 2: FELLOWSHIPS AND SCHOLARSHIPS ARE SUBMITTED TO AMS DIRECTOR OF DEVELOPMENT. THE APPLICATIONS ARE REVIEWED BY THE DIRECTOR AND THE EXECUTIVE DIRECTOR. THOSE SELECTED FOR FURTHER CONSIDERATION ARE THEN FORWARDED TO AMS EXECUTIVE COMMITTEE FOR FINAL SELECTION. AWARD CHECKS MAY BE SENT DIRECTLY TO THE RECIPIENT OR TO THE EDUCATIONAL INSTITUTION THEY WILL ATTEND. X X X X 0 0 0 0 0 0 0 0 0 DR KEITH L SEITTER EXECUTIVE DIRECTOR 229295 0 0 0 774 0 23362 0 20780 0 274211 0 0 0 DR JAMES BREY EDUCATION DIRECTOR 161795 0 0 0 871 0 16520 0 19756 0 198942 0 0 0 DR WILLIAM HOOKE POLICY DIRECTOR 133352 0 0 0 1713 0 13487 0 5718 0 154270 0 0 0 MICHAEL D BATSIMM CONTROLLER 137417 0 0 0 0 0 0 0 23023 0 160440 0 0 0 DR PAUL A HIGGINS ASST. POLICY PROGRAM DIREC 137451 0 0 0 88 0 14024 0 15703 0 167266 0 0 0 X 1 83068 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN METEOROLOGICAL SOCIETY HAS APPROXIMATELY 13,100 MEMBERS. THE SOCIETY IS THE NATION'S LEADING SCIENTIFIC AND PROFESSIONAL SOCIETY FOR THOSE INVOLVED IN THE ATMOSPHERIC AND RELATED OCEANIC AND HYDROLOGIC SCIENCES. THE SOCIETY'S MEMBERSHIP IS MADE UP OF PROFESSIONALS, PROFESSORS, STUDENTS AND WEATHER ENTHUSIASTS INCLUDING MANY OF THE WORLD'S FOREMOST SCIENTISTS FROM INDUSTRY, ACADEMIA AND GOVERNMENT. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD IS THE AMS COUNCIL. THIS BOARD CONSISTS OF 19 MEMBERS OF THE SOCIETY AND IS MADE UP OF THE PRESIDENT, THE PRESIDENT-ELECT, THE MOST RECENT PAST PRESIDENTS AND 16 COUNCILORS. THE TERM OF APPOINTMENT FOR COUNCILORS IS THREE YEARS. THE COUNCIL APPOINTS ONE OF THESE COUNCILORS EACH YEAR WHILE THE SOCIETY'S PROFESSIONAL MEMBERS (APPROXIMATELY 9000) ELECT FOUR NEW COUNCILORS EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B MEMBER APPROVAL IS REQUIRED FOR CHANGES TO THE AMS CONSTITUTION. WHILE OTHER DECISIONS OF THE COUNCIL ARE NOT SUBJECT TO MEMBER APPROVAL, THE MINUTES OF ALL MEETINGS ARE PUBLISHED IN THE BULLETIN OF THE AMERICAN METEOROLOGICAL SOCIETY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY AUDITOR AND THEN REVIEWED BY THE EXECUTIVE DIRECTOR, CONTROLLER AND SECRETARY-TREASURER. FORM 990, PART VI, SECTION B, LINE 12C SELF DISCLOSURE, KNOWLEDGE OF EXECUTIVE DIRECTOR AND CONTROLLER WITH ALL BUSINESS MATTERS, DISCLOSURE TO ALL THOSE CHARGED WITH GOVERNANCE AND OFFICERS, EXECUTIVE DIRECTOR REVIEWS WITH ALL NEW DIRECTORS AND STAFF. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR - EXECUTIVE COMMITTEE DELIBERATES AND REVIEW OF COMPARABLE ORGANIZATIONS TOP MANAGEMENT & KEY EMPLOYEES - REVIEW OF COMPARABLE DATA AND WRITTEN DOCUMENTATION AND APPROVAL OF EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 PUBLICATION OF FINANCIAL STATEMENTS ON WEBSITE AND IN BULLETIN TO ALL MEMBERS AND UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP MORTGAGE AGREEMENT 235,976.