AMERICAN MATHEMATICAL SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MATHEMATICAL SOCIETY (EIN 05-0264797)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201312269349302781
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-14T14:35:32-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050264797 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MATHEMATICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 4014554000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CHARLES STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029042294 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EMILY D RILEY | Name |
| Title | CFO | Title |
| Phone | 4014554000 | Phone |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG KLEIN | Name |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DONALD E MCCLURE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CHARLES STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029042294 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35713002 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AMS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1888 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE SOCIETY'S BROAD MISSION IS TO FURTHER THE INTEREST OF MATHEMATICAL SCHOLARSHIP AND RESEARCH, WHICH IS ACCOMPLISHED THROUGH PUBLICATIONS, MEETINGS, SERVICES, ADVOCACY IN EDUCATION, RESEARCH AND OTHER AREAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 222 | TotalNbrEmployees |
| Total Nbr Volunteers | 664 | TotalNbrVolunteers |
| Total Gross UBI | 25279 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 21963 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3593131 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3633274 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21934367 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22456760 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1184028 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3341685 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26711526 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29431719 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 487214 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 578433 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17004467 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17620547 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 188581 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7595397 | OtherExpensePriorYear |
| Other Expenses Current Year | 8088079 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25087078 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26287059 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1624448 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3144660 | RevenuesLessExpensesCY |
| Total Assets BOY | 105874713 | TotalAssetsBOY |
| Total Assets EOY | 119626115 | TotalAssetsEOY |
| Total Liabilities BOY | 22379732 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23097151 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 83494981 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 96528964 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PLEASE SEE SCHEDULE O.THE AMERICAN MATHEMATICAL SOCIETY, FOUNDED IN 1888 TO FURTHER THE INTERESTS OF MATHEMATICAL SCHOLARSHIP AND RESEARCH, SERVES THE 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15724698 | Expense |
| Revenue | 20295944 | Revenue |
| Description | 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 85,089 NEW REVIEWS TO MATHSCINET IN 2012. IN ADDITION, THE AMS PUBLISHED 28,028 PAGES OF NEW MATERIAL IN JOURNALS AND ADMINISTRATIVE PUBLICATIONS, AND 78 NEW BOOKS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5356858 | Expense |
| Grants | 578433 | Grants |
| Revenue | 877476 | Revenue |
| Description | MEMBERSHIP 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, TRAVEL GRANTS, AND OTHER AWARDS TO APPROXIMATELY 190 INDIVIDUALS AND ORGANIZATIONS, TOTALLING MORE THAN $550,000. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1130955 | Expense |
| Revenue | 1203859 | Revenue |
| Description | 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 BOSTON, MA, IN 2012 HAD RECORD-BREAKING ATTENDANCE OF 7,156. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 701716 | Expense |
| Revenue | 54202 | Revenue |
| Description | 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 EDUCATIONS, AS WELL AS TO THE MATHEMATICAL COMMUNITY ABOUT THE GOVERNMENT'S EFFORTS AND INITIATIVES IN THESE AREAS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 701716 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 54202 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22914227 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 545 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 222 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY D RILEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4014554000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CHARLES ST | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029042294 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RUTH CHARNEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARK L GREEN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM H JACO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RONALD J STERN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KAREN VOGTMANN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CAROL WOOD | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERIC M FRIEDLANDER | ||||||||
| PRESIDENT | 20.00 | X | 12000 | 0 | 0 | X | ||
| ROBERT J DAVERMAN | ||||||||
| SECRETARY | 25.00 | X | 84686 | 0 | 0 | X | ||
| JANE M HAWKINS | ||||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | X | ||
| ZBIGNIEW NITECKI | ||||||||
| ASSOCIATE TREASURER | 3.00 | X | 0 | 0 | 0 | X | ||
| JOHN FRANKS | ||||||||
| ASSOCIATE TREASURER | 3.00 | X | 0 | 0 | 0 | X | ||
| DONALD MCCLURE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 262574 | 0 | 46183 | X | |||
| EMILY RILEY | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 140536 | 0 | 23280 | X | |||
| GRAEME FAIRWEATHER | ||||||||
| EXECUTIVE DIRECTOR-MI | 40.00 | 224623 | 0 | 45202 | X | |||
| SAMUEL RANKIN | ||||||||
| ASSOC EXEC DIR-DC | 40.00 | 216491 | 0 | 42855 | X | |||
| ELIZABETH HUBER | ||||||||
| ASSOC EXEC DIR-PUB | 40.00 | 139938 | 0 | 22629 | X | |||
| SERGEI GELFAND | ||||||||
| PUBLISHER | 40.00 | 133712 | 0 | 31426 | X | |||
| EROL OZIL | ||||||||
| SYSTEMS SUPPORT MGR | 40.00 | 129616 | 0 | 35954 | X | |||
| ELLEN MAYCOCK | ||||||||
| ASSOC EXEC DIR-M&P | 40.00 | 149935 | 0 | 30703 | X | |||
| THOMAS BLYTHE | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 147095 | 0 | 35072 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1641206 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 313304 | TotalOtherCompensation |
| Number Individuals GT100 K | 34 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 2387376 | MembershipDues |
| Government Grants | 779336 | GovernmentGrants |
| All Other Contributions | 466562 | AllOtherContributions |
| Total Contributions | 3633274 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PUBLICATIONS | 541900 | 20295944 | 20295944 | |
| MEETINGS | 541900 | 1229138 | 1203859 | 25279 |
| SERVICES AND OUTREACH | 541900 | 877476 | 877476 | |
| OTHER | 900099 | 54202 | 54202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22456760 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3342514 | TotalRevenueColumn |
| Exclusion | $3,342,514 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6280454 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6281283 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -829 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -829 | TotalRevenueColumn |
| Exclusion | -$829 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29431719 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22431481 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 25279 | UnrelatedBusinessRevenue |
| Exclusion | $3,341,685 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327426 | Total |
| Program Services | 327426 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227807 | Total |
| Program Services | 227807 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23200 | Total |
| Program Services | 23200 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 940910 | Total |
| Program Services | 441114 | ProgramServices |
| Management And General | 499796 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12391283 | Total |
| Program Services | 11335944 | ProgramServices |
| Management And General | 935075 | ManagementAndGeneral |
| Fundraising | 120264 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1247536 | Total |
| Program Services | 1129991 | ProgramServices |
| Management And General | 113650 | ManagementAndGeneral |
| Fundraising | 3895 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2096296 | Total |
| Program Services | 1828241 | ProgramServices |
| Management And General | 266918 | ManagementAndGeneral |
| Fundraising | 1137 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 944522 | Total |
| Program Services | 835586 | ProgramServices |
| Management And General | 99824 | ManagementAndGeneral |
| Fundraising | 9112 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46633 | Total |
| Program Services | 35226 | ProgramServices |
| Management And General | 5070 | ManagementAndGeneral |
| Fundraising | 6337 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98404 | Total |
| Management And General | 98404 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89305 | Total |
| Program Services | 78704 | ProgramServices |
| Fundraising | 10601 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448110 | Total |
| Program Services | 448110 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482397 | Total |
| Program Services | 412063 | ProgramServices |
| Management And General | 70334 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 584183 | Total |
| Program Services | 341533 | ProgramServices |
| Management And General | 233440 | ManagementAndGeneral |
| Fundraising | 9210 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855660 | Total |
| Program Services | 854038 | ProgramServices |
| Management And General | 1622 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1943 | Total |
| Fundraising | 1943 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612632 | Total |
| Program Services | 431737 | ProgramServices |
| Management And General | 180895 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154579 | Total |
| Program Services | 127496 | ProgramServices |
| Management And General | 27083 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING/PUBLICATIONS | 1348538 | 1346163 | 2322 | 53 |
| OUTSIDE SERVICES | 1152080 | 862499 | 279678 | 9903 |
| POSTAGE AND SHIPPING | 696313 | 675932 | 11383 | 8998 |
| EQUIPMENT PURCHASES | 315984 | 276585 | 39299 | 100 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1201318 | Total |
| Program Services | 874832 | ProgramServices |
| Management And General | 319458 | ManagementAndGeneral |
| Fundraising | 7028 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26287059 | Total |
| Program Services | 22914227 | ProgramServices |
| Management And General | 3184251 | ManagementAndGeneral |
| Fundraising | 188581 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1753474 | BOY |
| EOY | 1094226 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13739319 | BOY |
| EOY | 14775356 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108422 | BOY |
| EOY | 216078 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362458 | BOY |
| EOY | 696271 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1453931 | BOY |
| EOY | 1384432 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2442326 | BOY |
| EOY | 2343746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14112666 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8744865 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4828711 | BOY |
| EOY | 5367801 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81186072 | BOY |
| EOY | 93748205 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105874713 | BOY |
| EOY | 119626115 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3869641 | BOY |
| EOY | 4063690 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12515534 | BOY |
| EOY | 12376468 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5994557 | BOY |
| EOY | 6656993 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22379732 | BOY |
| EOY | 23097151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72757182 | BOY |
| EOY | 84650148 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5753285 | BOY |
| EOY | 6782825 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4984514 | BOY |
| EOY | 5095991 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83494981 | BOY |
| EOY | 96528964 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105874713 | BOY |
| EOY | 119626115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3144660 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9680510 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 208813 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3785549 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3428086 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3691400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3593131 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3633274 | CurrentTaxYear |
| Total | 18131440 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21218466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21417800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21642658 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21910586 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22431481 | CurrentTaxYear |
| Total | 108620991 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25004015 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24845886 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25334058 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25503717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26064755 | CurrentTaxYear |
| Total | 126752431 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5224 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5390 | CurrentTaxYear |
| Total | 23051 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5224 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5390 | CurrentTaxYear |
| Total | 23051 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 126729380 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2436644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2953013 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2926928 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2279581 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3342514 | CurrentTaxYear |
| Total | 13938680 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 37357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27391 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21502 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22963 | CurrentTaxYear |
| Total | 109213 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2436644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2990370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2954319 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2301083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3365477 | CurrentTaxYear |
| Total | 14047893 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27440659 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27836256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28288377 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27804800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29430232 | CurrentTaxYear |
| Total | 140800324 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90010 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.89920 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.09980 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.10070 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $28,376 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $132,423 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $28,376 | RalliesDemonstrationsAmount |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 189175 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81005555 | BeginningOfYearBalance |
| Contributions | 2253825 | Contributions |
| Investment Earnings Or Losses | 12560503 | InvestmentEarningsOrLosses |
| Other Expenditures | 2227600 | OtherExpenditures |
| End Of Year Balance | 93592283 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79253085 | BeginningOfYearBalance |
| Contributions | 4112080 | Contributions |
| Investment Earnings Or Losses | -222060 | InvestmentEarningsOrLosses |
| Other Expenditures | 2137550 | OtherExpenditures |
| End Of Year Balance | 81005555 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68873306 | BeginningOfYearBalance |
| Contributions | 2032681 | Contributions |
| Investment Earnings Or Losses | 10293960 | InvestmentEarningsOrLosses |
| Other Expenditures | 1946862 | OtherExpenditures |
| End Of Year Balance | 79253085 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51419062 | BeginningOfYearBalance |
| Contributions | 4504052 | Contributions |
| Investment Earnings Or Losses | 14879288 | InvestmentEarningsOrLosses |
| Other Expenditures | 1929096 | OtherExpenditures |
| End Of Year Balance | 68873306 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73821684 | BeginningOfYearBalance |
| Contributions | 920880 | Contributions |
| Investment Earnings Or Losses | -21821839 | InvestmentEarningsOrLosses |
| Other Expenditures | 1501663 | OtherExpenditures |
| End Of Year Balance | 51419062 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.88030 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.05440 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06530 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 219637 | OtherCostOrOtherBasis |
| Book Value | 219637 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7445532 | OtherCostOrOtherBasis |
| Depreciation | 4824826 | Depreciation |
| Book Value | 2620706 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4585371 | OtherCostOrOtherBasis |
| Depreciation | 3625239 | Depreciation |
| Book Value | 960132 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1862126 | OtherCostOrOtherBasis |
| Depreciation | 294800 | Depreciation |
| Book Value | 1567326 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5367801 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTRETIREMENT BENEFIT OBLIGATION | Description |
| Amount | $6,656,993 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6656993 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 39321041 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9680510 | NetUnrealizedGainsInvestments |
| Other Revenues | 208812 | OtherRevenues |
| Revenue Not Rptd F990 | 9889322 | RevenueNotRptdF990 |
| Revenue Subtotal | 29431719 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29431719 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26287059 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26287059 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26287059 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 - RELATED CHANGES -458,200. CAPITALIZATION OF LABOR FOR IN-HOUSE SOFTWARE DEVELOPMENT 667,012. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 2 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | 118276 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | 6800 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | 8200 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | GRANTMAKING | 1000 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | 2700 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | 4500 | |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS | |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | SALES - MATH PUBLICATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 141476 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 141476 | TotalAmountSpent |
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 1 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, 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 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| LAMAR UNIVERSITY | |||||||
| PO BOX 10119 | BEAUMONT | TX | 77710 | 746000298 | 115 | 7500 | EPSILON AWARD |
| MATHPATH | |||||||
| 4052 94TH AVENUE | SE MERCER ISLAND | WA | 980404222 | 201290489 | 501(C)(3) | 7500 | EPSILON AWARD |
| TEXAS STATE UNIVERSITY-SAN MARCOS MATHWORKS ASBS | |||||||
| 110 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | 746002248 | 115 | 7500 | EPSILON AWARD |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 8201 GREENSBORO DRIVE SUTIE 215 | MCLEAN | VA | 22102 | 521256563 | 501(C)(3) | 7500 | EPSILON AWARD |
| ROSS MATHEMATICS PROGRAM DEPARTMENT OF MATHEMATICS | |||||||
| 231 W 18TH AVENUE | COLUMBUS | OH | 43210 | 316025986 | 115 | 7500 | EPSILON AWARD |
| MATHEMATICS FOUNDATION OF AMERICA CANADAUSA MATHCAMP | |||||||
| 129 HANCOCK STREET | CAMBRDIGE | MA | 02139 | 571035414 | 501(C)(3) | 10000 | EPSILON AWARD |
| UNIVERSITY OF CHICAGO YOUNG SCHOLARS PROGRAM DEPARTMENT OF MATHEMATICS | |||||||
| 5734 SOUTH UNIVERSITY AVENUE | CHICAGO | IL | 60637 | 362177139 | 115 | 7500 | EPSILON AWARD |
| PROMYS DEPARTMENT OF MATHEMATICS | |||||||
| 111 CUMMINGTON STREET | BOSTON | MA | 02215 | 042103547 | 115 | 7500 | EPSILON AWARD |
| UNIVERSITY OF PUERTO RICO MATHEMATICAL SCIENCES DEPARTMENT | |||||||
| PO BOX 9000 | MAYAGUEZ | PR | 00681 | 660433761 | 115 | 7500 | EPSILON AWARD |
| HAMPSHIRE COLLEGE | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | 046130872 | 115 | 7500 | EPSILON AWARD |
| GOVERNOR'S INSTITUTES OF VERMONT INC | |||||||
| 4049 WILLISTON ROAD SUITE 4 | S BURLINGTON | VT | 05403 | 030308967 | 501(C)(3) | 7500 | EPSILON AWARD |
| THE ART OF PROBLEM SOLVING FOUNDATION | |||||||
| PO BOX 390389 | CAMBRDIGE | MA | 02139 | 201239619 | 501(C)(3) | 7500 | EPSILON AWARD |
| STANFORD UNIVERSITY MATHEMATICS DEPARTMENT | |||||||
| 450 SERA MALL BUILDING 380 | STANFORD | CA | 94305 | 941156365 | 115 | 7500 | EPSILON AWARD |
| SACNAS | |||||||
| PO BOX 8526 | SANTA CRUZ | CA | 950618526 | 521443811 | 501(C)(3) | 5000 | ANNUAL SUPPORT |
| AAAS | |||||||
| PO BOX 96178 | WASHINGTON | DC | 200906178 | 530196568 | 501(C)(3) | 8500 | AAAS MASS MEDIA FELLOWSHIP |
| MAA | |||||||
| 1529 EIGHTEENTH STREET NW | WASHINGTON | DC | 20036 | 160743079 | 501(C)(3) | 22000 | PROJECT NEXT & AMERICAN MATH COMPETITION |
| ASSOCIATION OF AMERICAN UNIVERSITIES | |||||||
| 1200 NEW YORK AVENUE NW SUITE 550 | WASHINGTON | DC | 20005 | 522947112 | 501(C)(3) | 5000 | GOLDEN GOOSE AWARD |
| UNIVERSITY OF DELAWARE RESEARCH OFFICE | |||||||
| 210 HULLIHEN HALL | NEWARK | DE | 19716 | 516000297 | 115 | 5000 | CHINA EXCHANGE GRANT AWARD |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1400 BIOLOGICAL SCIENCES III | IRVINE | CA | 92697 | 952226406 | 501(C)(3) | 5000 | CHINA EXCHANGE GRANT AWARD |
| UNIVERSITY OF MARYLAND DEPARTMENT OF MATHEMATICS | |||||||
| 1303 MATH BUILDING | COLLEGE PARK | MD | 20742 | 526002033 | 115 | 88000 | CENTENNIAL FELLOWSHIP |
| BRYN MAWR COLLEGE DEPARTMENT OF MATHEMATICS | |||||||
| 101 NORTH MARION AVENUE | BRYN MAWR | PA | 19010 | 231352621 | 115 | 5000 | EXEMPLARY PROGRAM AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (15 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| DISTINGUISHED PUBLIC SERVICE AWARD | 1 | 4000 |
| TRJITZINSKI SCHOLARSHIPS - 2012 | 7 | 21000 |
| MENGER AWARD | 3 | 1000 |
| STEELE PRIZE - LIFETIME ACHIEVEMENT | 1 | 5000 |
| STEELE PRIZE - SEMINAL CONTRIBUTION | 1 | 5000 |
| STEELE PRIZE - MATH EXPO | 4 | 5000 |
| BIRKHOFF PRIZE - APPLIED MATHEMATICS | 1 | 5000 |
| CONANT PRIZE | 1 | 1000 |
| COLE PRIZE IN ALGEBRA | 1 | 5000 |
| A.L. WHITEMAN MEMORIAL PRIZE | 1 | 5000 |
| MORGAN PRIZE | 1 | 1200 |
| MATH ART AWARD | 4 | 500 |
| MATH IN MOSCOW SCHOLARSHIP | 10 | 90000 |
| 2011-2012 CONGRESSIONAL FELLOWSHIP | 1 | 53414 |
| 2012-2013 CONGRESSIONAL FELLOWSHIP | 1 | 25693 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, 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) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD MCCLURE | ||||||||||||||
| EXECUTIVE DIRECTOR | 250486 | 0 | 0 | 0 | 12088 | 0 | 32110 | 0 | 14073 | 0 | 308757 | 0 | 0 | 0 |
| EMILY RILEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 139892 | 0 | 0 | 0 | 644 | 0 | 16326 | 0 | 6954 | 0 | 163816 | 0 | 0 | 0 |
| GRAEME FAIRWEATHER | ||||||||||||||
| EXECUTIVE DIRECTOR-MI | 216959 | 0 | 0 | 0 | 7664 | 0 | 28055 | 0 | 17147 | 0 | 269825 | 0 | 0 | 0 |
| SAMUEL RANKIN | ||||||||||||||
| ASSOC EXEC DIR-DC | 211766 | 0 | 0 | 0 | 4725 | 0 | 29418 | 0 | 13437 | 0 | 259346 | 0 | 0 | 0 |
| ELIZABETH HUBER | ||||||||||||||
| ASSOC EXEC DIR-PUB | 139265 | 0 | 0 | 0 | 673 | 0 | 18529 | 0 | 4100 | 0 | 162567 | 0 | 0 | 0 |
| SERGEI GELFAND | ||||||||||||||
| PUBLISHER | 130315 | 0 | 0 | 0 | 3397 | 0 | 17517 | 0 | 13909 | 0 | 165138 | 0 | 0 | 0 |
| EROL OZIL | ||||||||||||||
| SYSTEMS SUPPORT MGR | 129208 | 0 | 0 | 0 | 408 | 0 | 17006 | 0 | 18948 | 0 | 165570 | 0 | 0 | 0 |
| ELLEN MAYCOCK | ||||||||||||||
| ASSOC EXEC DIR-M&P | 147918 | 0 | 0 | 0 | 2017 | 0 | 21897 | 0 | 8806 | 0 | 180638 | 0 | 0 | 0 |
| THOMAS BLYTHE | ||||||||||||||
| CHIEF INFORMATION OFFICER | 146395 | 0 | 0 | 0 | 700 | 0 | 19661 | 0 | 15411 | 0 | 182167 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | AN EXCEPTION WAS MADE FOR ONE OFFICER TO FLY FIRST CLASS ONCE DURING THE YEAR DURING A LONG, CROSS-COUNTRY FLIGHT. THE AMS REIMBURSED FEES CHARGED TO THE OFFICER TO UPGRADE TO FIRST CLASS AND THE OFFICER USED HIS AIRLINE FREQUENT FLYER POINTS TO OFFSET MOST OF THE COST. THE FINAL TOTAL FARE WAS CHEAPER THAN MANY COACH AIRLINE TICKETS FOR THE SAME FLIGHT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY HAS MORE THAN 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 11 | THE 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 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 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 -458,200. CAPITALIZATION OF LABOR FOR IN-HOUSE SOFTWARE DEVELOPMENT 667,012. ROUNDING 1. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| MATHEMATICAL REVIEWS INC | |||||||||
| 416 FOURTH STREET | ANN ARBOR | MI | 48103 | 382489014 | INACTIVE | MI | 501(C)(3) | N/A | 1 |
| INTERNATIONAL CONGRESS OF MATHEMATICIANS CO AMS | |||||||||
| 201 CHARLES STREET | PROVIDENCE | RI | 02094 | 050405879 | INACTIVE | RI | 501(C)(3) | N/A | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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