2013-11-14T15:43:04-06:00 2012-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2012-01-01 060906643 SOCIETY OF VERTEBRATE PALEONTOLOGY SOCI 3016347814 9650 ROCKVILLE PIKE BETHESDA MD 20814 JENNIFER HOLLAND 3016347814 2013-11-11 1 DANIEL L WEAVER P01249346 3019860600 2012 2016-02-24 21:20:13Z X JENNIFER HOLLAND 9650 ROCKVILLE PIKE BETHESDA MD 20814 1263642 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 289160 73428 806096 825717 105405 117991 3628 7598 1204289 1024734 31501 23650 0 0 0 0 0 0 0 786361 916254 817862 939904 386427 84830 2950720 3326782 178662 321906 2772058 3004876 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 356848 384377 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. 210875 246305 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. 66356 23650 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. 634079 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 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 1 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 10.00 X X 0 0 0 CATHY FORSTER 10.00 X X 0 0 0 BLAIRE VAN VALKENBURGH 2.00 X X 0 0 0 CHRIS BELL 2.00 X X 0 0 0 TED VLAMIS 5.00 X X 0 0 0 KRISTI CURRY ROGERS 1.00 X X 0 0 0 CHRISTIAN SIDOR 1.00 X X 0 0 0 LARS WERDELIN 1.00 X X 0 0 0 JOHN LONG 2.00 X X 0 0 0 GLENN STORRS 2.00 X X 0 0 0 ELIZABETH HADLY 1.00 X X 0 0 0 JENNIFER HOLLAND 10.00 X 0 0 0 0 0 0 0 0 0 0 FASEB 9650 ROCKVILLE PIKE BETHESDA MD 20814 MANAGEMENT SERVICES 298140 1 73428 73428 ANNUAL MEETING 611430 384377 384377 PUBLICATIONS 611430 246305 246305 MEMBERSHIP DUES & ASSE 900099 195035 195035 825717 90312 90312 266587 238908 27679 27679 27679 MISCELLANEOUS REVENUE 900099 7598 7598 7598 1024734 860994 0 90312 X 14450 14450 9200 9200 281691 108117 173574 1750 1750 8175 8175 23374 23374 247157 211803 35354 32611 9079 23532 30890 20083 10807 11620 11620 242782 219896 22886 1856 1364 492 AWARDS EXPENSE 28079 28079 OTHER EXPENSES 6269 388 5881 939904 634079 305825 0 42816 194663 542306 244347 31529 19529 38823 86301 8087 2519 2102114 2779423 185045 2950720 3326782 104162 220641 74500 101265 178662 321906 X 2215201 2432917 410164 424560 146693 147399 2772058 3004876 2950720 3326782 84830 147988 0 X X 0 1 X 1 0 X 41741 141969 90189 289160 73428 636487 340395 695364 810039 556660 833315 3235773 382136 837333 900228 845820 906743 3872260 229010 11570 240580 0 229010 11570 240580 3631680 42287 55200 77231 66625 90312 331655 42287 55200 77231 66625 90312 331655 816 1000 12941 3628 18385 425239 893533 990400 916073 997055 4222300 0.86010 0.88740 0.07850 0.10690 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 816. 2009 AMOUNT: $ 1,000. 2010 AMOUNT: $ 12,941. 2011 AMOUNT: $ 3,628. 2012 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239679 5670 8416 6274 247491 233043 8599 2897 4860 239679 194780 19307 18956 233043 158535 17018 26308 7081 194780 0.60000 0.40000 0 0 0 X 1172722 147988 147988 1024734 0 1024734 939904 0 939904 0 939904 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 SOCIETYS 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, 2012, 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, 2012, 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, 2012, FOR FISCAL YEARS 2011, 2010, AND 2009 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 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 PALEONTOLGY FIELD 0 0 0 0 0 0 0 0 0 0 AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 1 600 CHECK AWARDS EAST ASIA AND THE PACIFIC 1 2000 CHECK AWARDS NORTH AMERICA 1 1000 CHECK TRAVEL NORTH AMERICA 5 2000 CHECK TRAVEL EUROPE (INCLUDING ICELAND & GREENLAND) 5 3000 CHECK TRAVEL SOUTH AMERICA 1 600 CHECK 0 0 0 0 0 0 1 GRANTS AND AWARDS 19 14450 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. OTHER FEES FORM 990, PART IX, LINE 11G PUBLICATIONS: PROGRAM SERVICE EXPENSES 201,866. MANAGEMENT AND GENERAL EXPENSES 1,092. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,958. OTHER SERVICES: PROGRAM SERVICE EXPENSES 9,937. MANAGEMENT AND GENERAL EXPENSES 34,262. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,199. THE PROCESS FOR MONITORING AND SELECTING AN AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.