2014-11-13T14:10:31-06:00 2013-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2013-01-01 060906643 SOCIETY OF VERTEBRATE PALEONTOLOGY SOCI 3016347814 9650 ROCKVILLE PIKE BETHESDA MD 20814 JENNIFER HOLLAND EXECUTIVE DIRECTOR 3016347814 2014-11-12 1 DANIEL L WEAVER P01249346 3019860600 2013 2015-11-30 17:44:51Z JENNIFER HOLLAND 9650 ROCKVILLE PIKE BETHESDA MD 20814 1313943 0 X VERTPALEO.ORG X 1940 CA TO ADVANCE THE SCIENCE OF VERTEBRATE PALEONTOLOGY, AND TO SERVE THE COMMON INTERESTS AND FACILITATE THE COOPERATION OF ALL PERSONS CONCERNED WITH THE HISTORY, EVOLUTION, COMPARATIVE ANATOMY, AND TAXONOMY OF VERTEBRATE ANIMALS, AS WELL AS FIELD OCCURRENCE, COLLECTION, AND STUDY OF FOSSIL VERTEBRATES AND THE STUDY OF FOSSIL VERTEBRATES AND STUDY OF FOSSIL VERTEBRATES AND THE STRATIGRAPHY OF THE BEDS IN WHICH THEY ARE FOUND. 8 8 0 104 0 0 73428 112899 825717 875492 117991 142136 7598 1398 1024734 1131925 23650 31662 0 0 0 0 0 0 0 916254 808667 939904 840329 84830 291596 3326782 3779114 321906 244289 3004876 3534825 X 1) TO ADVANCE THE SCIENCE OF VERTEBRATE PALEONTOLOGY, THROUGHOUT THE WORLD, 2) TO SERVE THE COMMON INTERESTS AND FACILITATE THE COOPERATION OF ALL PERSONS CONCERNED WITH THE HISTORY, EVOLUTION, ECOLOGY, COMPARATIVE ANATOMY, AND TAXONOMY OF VERTEBRATE ANIMALS, AS WELL AS FIELD OCCURRENCE, COLLECTION, AND STUDY OF FOSSIL VERTEBRATES AND THE STRATIGRAPHY OF THE BEDS IN WHICH THEY ARE FOUND, 3) SUPPORT AND ENCOURAGE THE DISCOVERY, CONSERVATION, AND PROTECTION OF VERTEBRATE FOSSILS AND FOSSIL SITES, AND 4) FOSTER THE SCIENTIFIC, EDUCATIONAL, AND PERSONAL APPRECIATION AND UNDERSTANDING OF VERTEBRATE FOSSILS AND FOSSIL SITES BY AVOCATIONAL, STUDENT AND PROFESSIONAL PALETOLOGISTS AND THE GENERAL PUBLIC. 0 0 375328 31662 508119 THE ANNUAL SCIENTIFIC CONFERENCE PROVIDES A FORUM FOR SCIENTISTS AND HOBBYISTS INTERESTED IN THE SCIENCE OF PALEONTOLOGY TO NETWORK, SHARE INFORMATION, AND COLLABORATE ON PROJECTS. 155020 168923 THE SOCIETY PROVIDES THE GENERAL PUBLIC FREE ACCESS TO EXPERT ADVICE ON FOSSIL FINDS. A LARGE PORTION OF THE GROUP'S OUTREACH SUCCEEDS VIA THEIR PUBLICATION, JOURNAL OF VERTEBRATE PALEONTOLOGY. 78031 THE SOCIETY'S MOST VITAL RESOURCE IS THE ACTIVE PARTICIPATION BY MEMBERS. APPROXIMATELY 2,200 PROFESSIONALS, AMATEURS AND STUDENTS SHARING THE SPECIALTY WORLD-WIDE ARE ACTIVE MEMBERS. THE SVP MEMBERSHIP DIRECTORY CONTAINS CONTACT INFORMATION FOR THE ENTIRE SVP MEMBER COMMUNITY AND IS AVAILABLE TO SEARCH FOR MEMBERS. THE JOURNAL OF VERTEBRATE PALEONTOLOGY, (JVP), THE MOST WIDELY READ JOURNAL IN THE PROFESSION IS ALSO AVAILABLE TO MEMBERS. 608379 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X FASEB 3016347814 9650 ROCKVILLE PIKE BETHESDA MD 20814 X PHILIP CURRIE PRESIDENT 10.00 X X 0 0 0 CATHY FORSTER PRESIDENT 10.00 X X 0 0 0 BLAIRE VAN VALKENBURGH PAST PRESIDENT 2.00 X X 0 0 0 CHRIS BELL SECRETARY 2.00 X X 0 0 0 TED VLAMIS TREASURER 5.00 X X 0 0 0 KRISTI CURRY ROGERS MEMBER AT LARGE 1.00 X X 0 0 0 CHRISTIAN SIDOR MEMBER AT LARGE 1.00 X X 0 0 0 LARS WERDELIN MEMBER AT LARGE 1.00 X X 0 0 0 JOHN LONG VICE PRESIDENT 2.00 X X 0 0 0 GLENN STORRS SECRETARY 2.00 X X 0 0 0 ELIZABETH HADLY MEMBER AT LARGE 1.00 X X 0 0 0 JENNIFER HOLLAND EXECUTIVE DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 FASEB 9650 ROCKVILLE PIKE BETHESDA MD 20814 MANAGEMENT SERVICES 246936 1 112899 112899 ANNUAL MEETING 611430 508119 508119 MEMBERSHIP DUES & ASSE 900099 198450 198450 PUBLICATIONS 611430 168923 168923 875492 138826 138826 185328 182018 3310 3310 3310 MISCELLANEOUS REVENUE 900099 1398 1398 1398 1131925 880200 0 138826 X 12312 12312 19350 19350 231504 82500 149004 853 853 14196 14196 27520 27520 156796 155501 1295 25475 25311 164 42033 24000 18033 9127 8973 154 282669 264677 17992 1590 1090 500 AWARDS EXPENSE 14027 14027 OTHER EXPENSES 2877 638 2239 840329 608379 231950 0 194663 352854 244347 0 19529 12000 86301 229763 2519 1592 2779423 3182905 3326782 3779114 220641 142391 101265 101898 321906 244289 X 2432917 3195585 424560 193696 147399 145544 3004876 3534825 3326782 3779114 291596 238353 0 X X 0 1 X 1 0 X 141969 90189 289160 73428 112899 707645 695364 810039 556660 825717 875492 3763272 837333 900228 845820 899145 988391 4470917 229010 1570 4000 234580 0 229010 1570 4000 234580 4236337 55200 77231 66625 90312 138826 428194 55200 77231 66625 90312 138826 428194 1000 12941 3628 7598 1398 26565 893533 990400 916073 997055 1128615 4925676 0.86010 0.86010 0.08690 0.07850 X SCHEDULE A, PART III, LINE 12 OTHER INCOME 2009 AMOUNT: $1,000. 2010 AMOUNT: $12,941. 2011 AMOUNT: $3,628. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 247491 0 1143 44534 274 203826 239679 5670 8416 6274 247491 233043 8599 2897 4860 239679 194780 19307 18956 233043 158535 17018 26308 7081 194780 0.71000 0.29000 0 0 0 X 1370278 238353 238353 1131925 0 1131925 840329 0 840329 0 840329 PART X, LINE 2: THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE SOCIETY'S FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE SOCIETY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SOCIETY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). FOR THE YEAR ENDED DECEMBER 31, 2013, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS IN ITS TAX RETURNS THAT WOULD QUALIFY FOR EITHER REPORTING OF UNRECOGNIZED TAX BENEFITS OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. THE SOCIETY'S POLICY WOULD BE TO RECOGNIZE INTEREST AND PENALTIES ON TAX POSITIONS RELATED TO ITS UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. FOR THE YEAR ENDED DECEMBER 31, 2013, THERE WERE NO MATTERS THAT WOULD HAVE RESULTED IN AN ACCRUAL FOR INTEREST AND/OR PENALTIES. THE SOCIETY'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, THAT HAVE BEEN FILED AS OF DECEMBER 31, 2013, FOR FISCAL YEARS 2012, 2011, AND 2010 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART V, LINE 4: PART V, LINE 4: THE FIVE ENDOWMENT FUNDS ARE SET UP TO GENERATE INCOME THAT CAN THEN BE USED FOR GRANTS AND AWARDS IN THE PALEONTOLOGY FIELD. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THAT REGION 6400 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 1200 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 5200 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 4150 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2400 0 0 0 0 0 0 19350 0 19350 AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 11 7000 CHECK AWARDS EAST ASIA AND THE PACIFIC 2 1200 CHECK AWARDS NORTH AMERICA 6 5200 CHECK TRAVEL SOUTH AMERICA 4 2400 CHECK TRAVEL AFRICA 3 3550 CHECK 0 0 0 0 0 0 PART I, LINE 2: THE EXECUTIVE AND FINANCIAL OVERSIGHT COMMITTEES OF SVP MONITOR, VIA QUARTERLY REPORTS, THE FUNDS UTILIZED FOR AWARD GRANTS. ANNUALLY, AN APPLICATION AND REVIEW PROCESS IS CONDUCTED TO DEFINE THE GRANTEES WHICH IS LED BY INDIVIDUAL AWARD PANELS TO MONITOR THE AWARDEES AND THEIR USE OF THE AWARDED FUNDS. 1 GRANTS AND AWARDS 14 12312 PART I, LINE 2: THE EXECUTIVE AND FINANCIAL OVERSIGHT COMMITTEES OF SVP MONITOR, VIA QUARTERLY REPORTS, THE FUNDS UTILIZED FOR AWARD GRANTS. ANNUALLY, AN APPLICATION AND REVIEW PROCESS IS CONDUCTED TO DEFINE THE GRANTEES WHICH IS LED BY INDIVIDUAL AWARD PANELS TO MONITOR THE AWARDEES AND THEIR USE OF THE AWARDED FUNDS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT RESPONSIBILITES TO FASEB. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS SOCIETY ARE INDIVIDUALS WHO ARE CONCERNED WITH VERTEBRATE PALEONTOLOGY. MEMBERSHIP IN THIS SOCIETY SHALL CONSIST OF THE FOLLOWING CLASSIFICATION: A.REGULAR MEMBER. ANY INDIVIDUAL INTERESTED IN VERTEBRATE PALEONTOLOGY, INCLUDING PROFESSIONAL AND AVOCATIONAL PALEONTOLOGISTS. REGULAR MEMBERS ARE ELIGIBLE TO VOTE. B.SECOND MEMBER, SAME HOUSEHOLD. ANY INDIVIDUAL WHO QUALIFIES FOR REGULAR MEMBERSHIP AND IS SHARING A RESIDENTIAL ADDRESS WITH A REGULAR SOCIETY MEMBER. SECOND MEMBERS, SAME HOUSEHOLD ARE ELIGIBLE TO VOTE AND DO NOT RECEIVE SOCIETY PUBLICATIONS. C.STUDENT MEMBER. ANY INDIVIDUAL CURRENTLY ENROLLED IN A SECONDARY SCHOOL OR COLLEGE/UNIVERSITY UNDERGRADUATE OR GRADUATE PROGRAM. STUDENT MEMBERS ARE ELIGIBLE TO VOTE. D.ASSOCIATE MEMBER. OPEN TO INDIVIDUALS SEEKING LIMITED INVOLVEMENT IN THE SOCIETY. ASSOCIATE MEMBERS ARE NOT ELIGIBLE TO VOTE AND ONLY RECEIVE ELECTRONIC ACCESS TO SOCIETY PUBLICATIONS. E.HONORARY MEMBER. AN APPOINTED MEMBER OF THE SOCIETY IN RECOGNITION OF CONTRIBUTIONS TO THE FIELD OF VERTEBRATE PALEONTOLOGY. HONORARY MEMBERS SHALL NOT BE REQUIRED TO PAY DUES. HONORARY MEMBERS ARE ELIGIBLE TO VOTE. ADDITIONAL CATEGORIES OF MEMBERSHIP MAY BE CREATED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SOCIETY OVER THE AGE OF 18 CAN VOTE ON SOCIETY MATTERS THE MEMBERS APPROVE THE ADDITION OR AMENDMENT OF THE BYLAWS OR CONSTITUTION. FORM 990, PART VI, SECTION A, LINE 7B BUSINESS INVOLVING THE FORM OF ORGANIZATION, GOVERNANCE, UNUSUAL FINANCIAL COMMITMENTS, OR OTHER MATTERS OF CONCERN TO THE WHOLE MEMBERSHIP AND CONSIDERED BY THE BOARD OF DIRECTORS TO BE OF EXCEPTIONAL IMPORTANCE SHALL BE DECIDED BY CONFIDENTIAL BALLOT RATHER THAN BY VOTE AT MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE TREASURER AND EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE ANNUALLY READS AND SIGNS THE CONFLICT OF INTEREST POLICY, AND DISCLOSES THE NATURE OF AN EXISTING CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO THE SHERWOOD GROUP/FASAB OFFICES. FORM 990, PART IX, LINE 11G PUBLICATIONS: PROGRAM SERVICE EXPENSES 142,851. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 142,851. OTHER SERVICES: PROGRAM SERVICE EXPENSES 12,650. MANAGEMENT AND GENERAL EXPENSES 1,295. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,945. FORM 990, PART XII, LINE 2C: THE PROCESS FOR MONITORING AND SELECTING AN AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.