2013-04-23T10:13:47-07:00 2012-12-31 990 2012-01-01 131656610 AMERICAN PHYSICAL SOCIETY AMER 3012093210 One Physics Ellipse College Park MD 207403844 Michael Stephens 3012093210 2013-04-30 2012 2016-03-07 17:11:31Z Joseph W Serene One Physics Ellipse College Park MD 207403844 62107543 0 X aps.org X 1914 DC The American Physical Society is an educational and scientific organization whose objective is the advancement and diffusion of the knowledge of physics. APS is a membership association which publishes physics journals, conducts scientific meetings, and engages in educational, public affairs and outreach programs. 39 36 243 800 66198 33637 5058618 6233296 38644172 40151084 3353958 4350820 0 0 47056748 50735200 1763428 1859064 0 0 24140757 25062398 0 0 514657 19755547 20005721 45659732 46927183 1397016 3808017 134188632 149222852 35488002 39632891 98700630 109589961 To advance and diffuse the knowledge of physics. 0 0 28132876 0 34826857 Physics Research Programs: Research Publications 4816383 24996 5024312 Physics Research Programs: Scientific Meetings 4232289 270720 3909243 Physics Research Programs: Membership Operations 7036600 1563348 1794759 Physics Research Programs: Public Affairs and Programs (49653 Members) 7036600 1563348 1794759 44218148 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 176 0 1 243 1 1 1 0 0 0 0 0 0 0 0 1 1 0 X 39 36 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD NY X American Physical Society 3012093210 One Physics Ellipse College Park MD 207403844 Robert L Byer 4.00 0 X X 0 0 0 Michael S Turner 2 0 X X 0 0 0 Malcolm R Beasley 2 0 X X 0 0 0 Barry C Barish 2 0 X X 0 0 0 Joseph W Serene 40 0 X X X 267115 0 0 Kate P Kirby 40 0 X X X X 313113 0 0 Gene D Sprouse 40 0 X X X 279220 0 0 Alan Chodos 40 0 X 210162 0 0 Mark Doyle 40 0 X 188344 0 0 Theodore Hodapp 40 0 X 178600 0 0 Amy Flatten 40 0 X 176506 0 0 Michael D Stephens 40 0 X 166787 0 0 Tracy Alinger 40 0 X 156430 0 0 1936277 0 0 38 0 1 0 TG Nickel and Associates 22 COLT COURT RONKONKOMA NY 11779 Building Contractor 2150381 APTARA Box 13963 13963 Collections Cntr Drive Chicago IL 60693 Publishing Services 1967728 Premedia Global Inc 1797 Seddon Court Ashland OH 44805 Publishing Services 1583074 American Institute of Physics 1 Physics Ellipse College Park MD 20740 Publishing Services 1530810 Cadmus Journal Services PO Box 751898 Charlotte NC 28275 Publishing Services 1354540 30 0 3729145 0 0 1303922 1200229 0 6233296 Reserach Publications 511120 34826857 34685406 0 141451 Scientific Meetings 541900 5017312 4458004 0 559308 Public Affairs and Programs 541900 213228 2887 66198 144143 Membership Operations 541900 93687 78699 0 14988 0 0 0 0 40151084 2844931 0 0 2844931 0 0 0 0 0 0 0 0 0 0 12878232 0 11372343 0 1505889 0 1505889 0 0 1505889 0 0 50735200 39224996 66198 5210710 452395 452395 1219662 1219662 187007 187007 0 0 859449 497094 349264 13091 0 0 0 0 16877270 16476947 158267 242056 1683299 1610917 48167 24215 4344396 3731206 546802 66388 1297984 1222339 57585 18060 0 0 0 0 101702 5942 95663 97 124159 0 124159 0 0 0 0 0 0 0 0 0 0 0 8399926 8309554 82667 7705 34675 32846 1158 671 2747111 2676443 40911 29757 0 0 0 0 0 0 0 0 1929817 1849750 56026 24041 1951760 1625930 295182 30648 0 0 0 0 3085389 2947073 89642 48674 0 0 0 0 0 0 0 0 347869 335119 9922 2828 139441 35051 104386 4 Dues & Subscriptions 229065 221233 6264 1568 Miscellaneous 914807 781640 128313 4854 0 0 0 0 46927183 44218148 2194378 514657 X 0 0 0 0 2062029 2799187 10413469 11371563 336289 674746 4378481 584209 0 0 0 0 50000 50000 0 0 1327490 897179 13146834 3063580 6002775 10083254 102398633 114761013 6735325 7488213 0 0 0 0 484141 513488 134188632 149222852 17806193 22573229 17678923 17053457 2886 6205 35488002 39632891 X 87401693 97430097 9115373 9837234 2183564 2322630 98700630 109589961 134188632 149222852 3808017 7081314 0 0 0 0 X 1 X 1 X 1 1 1 X 5389257 5493303 5406809 5217145 5785209 27291723 35634742 40652674 36566078 37533232 39703030 190089756 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 41023999 46145977 41972887 42750377 45488239 217381479 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 217381479 1228973 1899967 1232244 3368008 4361490 12090682 0 0 0 29885 66198 96083 1228973 1899967 1232244 3397893 4427688 12186765 0 0 0 0 0 0 0 0 0 0 0 0 42252972 48045944 43205131 46148270 49915927 229568244 0.94691 0.93838 0.05309 0.06162 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29922 490314 520236 46406947 46927183 1000000 250000 0 0 0 1000000 1000000 1000000 3000000 4500000 0 443292 487529 520236 1451057 0 250000 250000 250000 750000 1125000 0 29653 29871 29922 89446 2428415 121967 130362 0 99263 0 2581481 2422138 24533 98329 0 116585 0 2428415 2432041 19976 129685 0 159564 0 2422138 2286204 44668 166954 0 65785 0 2432041 2267599 31426 24120 0 36941 0 2286204 0 0.9 0.1 0 0 196412 0 196412 10906101 0 1760091 9146010 1221359 0 800333 421026 822962 0 503156 319806 0 0 0 0 10083254 0 0 Renaissance Institutional Equities Fund 5031113 F American Center for Physics 2457100 F 7488213 6205 6205 X 58380369 8773422 0 0 -1128253 7645169 50735200 0 0 0 50735200 47491037 0 0 0 563854 563854 46927183 0 0 0 46927183 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Earnings on the endowed funds are to provide an annual scholarship for women physicists and to provide awards to distinguished individuals in the field of physics. SchD_P10_S00_L02 Schedule D, Part X, Line 2 APS is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and has been classified as an organization that is not a private foundation. APS had an immaterial amount of unrelated business income for the years ended December 31, 2012 and 2011. Under ASC 740-10, Accounting for Uncertainty in Income Taxes, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely than not that the position will be sustained. APS does not believe there are any material uncertain tax positions and; accordingly, will not recognize any liability for unrecognized tax benefits. APS has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, APS has filed Internal Revenue Form 990 tax returns as required and all applicable returns in those jurisdictions where it is required. APS believes that it is no longer subject to U.S. federal, state and local, or non-U.S. income tax examinations by tax authorities for years before 2009. However, APS is still open to examinations by tax authorities from fiscal year 2009 forward. For the years ended December 31, 2012 and 2011, there was no interest or penalties recorded in the statements of activities. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Change in post-retirement medical benefits other than net periodic post-retirement medical benefit cost of -$1,692,107. Net assets released from restrictions of $563,854. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Net assets released from restrictions of $563,854. 1 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Grants 27854 East Asia and the Pacific 0 0 Grantmaking Grants 22685 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants 43045 Russia and the newly independent States 0 0 Grantmaking Grants 2000 Middle East and North Africa 0 0 Grantmaking Grants 22747 South Asia 0 0 Grantmaking Grants 49684 South America 0 0 Grantmaking Grants 18992 0 0 187007 Travel Assistance South Asia 21 49685 Check/Wire 0 Travel Assistance East Asia and the Pacific 10 16342 Check/Wire 0 Travel Assistance South America 7 18992 Check/Wire 0 Travel Assistance Middle East and North Africa 5 15450 Check/Wire 0 Travel Assistance Europe (including Iceland and Greenland) 2 3960 Check/Wire 0 Prizes and Awards North America (including Canada and Mexico, but not the United States) 3 27854 Check/Wire 0 Prizes and Awards Europe (including Iceland and Greenland) 6 39085 Check/Wire 0 Prizes and Awards Middle East and North Africa 1 7297 Check/Wire 0 Prizes and Awards East Asia and the Pacific 1 6343 Check/Wire 0 Prizes and Awards Russia and the newly independent States 1 2000 Check/Wire 0 0 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Recipients are selected based upon criteria determined by oversight committees. Recipients provided lump sum payments at the beginning of the grant period are expected to submit final reports detailing expenditures. Funds given on a "reimbursement" basis require the recipient to provide APS with an expense report that includes receipts for his/her expenditures. In addition, the formal Prizes and Awards are based upon prior accomplishments and are approved by the Executive Board before being given to distinguished physicists. 1 Towson University College-Graduate Ed and Research 7800 York Road 2nd FL RM224 Towson MD 21252 526002033 501(c)(3) 85815 0 Physics Education Program Cal State University Long Beach Foundation 6300 State University Drive Long Beach CA 90815 956106694 501(c)(3) 66522 0 Physics Education Program Virginia Polytechnic Institute 1800 Pratt Drive Blacksburg VA 24060 546001805 501(c)(3) 67780 0 Physics Education Program Boston University RESEARCH ACCOUNTING PO BOX 55058 BOSTON MA 02205 042103547 501(c)(3) 51883 0 Physics Education Program Cal State San Marcos - University Auxiliary Foundation 435 E CARMEL STREET SAN MARCOS CA 92078 800390564 501(c)(3) 22058 0 Physics Education Program Chicago State University Adm 303 9501 S King Drive Chicago IL 606281598 362580815 501(c)(3) 18433 0 Physics Education Program Middle Tennessee State 1301 East Main Street CAB 105 Murfreesboro TN 37132 626005794 501(c)(3) 18165 0 Physics Education Program The Research Foundation SUNY PO BOX 9 ALBANY NY 122010009 141368361 501(c)(3) 16016 0 Physics Education Program University of California OFFICE OF THE CHANCELLOR BOX 951405 LOS ANGELES CA 90095 946036494 501(c)(3) 15592 0 Physics Education Program Seattle Pacific University 3307 3RD AVENUE WEST STE 114 SEATTLE WA 98119 910565553 501(c)(3) 9786 0 Physics Education Program Florida International University ADMINSTRATION MARC 470 11200 SW 8TH STREET MIAMI FL 33199 650177616 501(c)(3) 6072 0 Physics Education Program Ohio University OFF OF RESEARCH AND SPONSORED PR R TECH 105 ATHENS OH 45701 316402113 501(c)(3) 9635 0 Physics Outreach Program Regents of the Univ Minnesota NW 5957 PO BOX 1450 MINNEAPOLIS MN 554855957 416007513 501(c)(3) 9220 0 Physics Outreach Program California State University DEPT OF PHYSICS 2345 E SAN RAMON FRESNO CA 93740 956106694 501(c)(3) 6500 0 Physics Outreach Program Wildwood School 1181 WEST OLYMPIC BLVD LOS ANGELES CA 90064 952921998 501(c)(3) 8000 0 Physics Outreach Program Montclair State University OFFICE OF RESEARCH PROGRAMS 1 NORMAL AVE COLLEGE HALL 309 MONTCLAIR NJ 07043 222912682 501(c)(3) 10000 0 Physics Outreach Program University of North Carolina SPONSORED RESEARCH CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 566001393 501(c)(3) 28122 0 Physics Outreach Program 17 0 Program Honorariums 9 5600 0 Programs-Travel Assistance 103 55419 0 Programs-Travel Grants 419 159876 0 Program-Outreach Grants 4 14750 0 Programs-Other Expenses 133 225463 0 Minority Scholarship Payments 76 93000 0 Prizes and Awards-Stipends, Certificates and Travel 138 413998 0 Noyce Scholarship Payments 15 66717 0 Travel-Participant Support 129 43278 0 Subsistance-Participant Support 129 45000 0 Other-Participant Support 141 97416 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Recipients are selected based upon criteria determined by oversight committees. Recipients provided lump sum payments at the beginning of the grant period are expected to submit final reports detailing expenditures. Funds given on a "reimbursement" basis require the recipient to provide APS with an expense report that includes receipts for his/her expenditures. In addition, the formal Prizes and Awards are based upon prior accomplishments and are approved by the Executive Board before being given to distinguished physicists. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Robert L Byer 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Michael S Turner 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Malcolm R Beasley 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Barry C Barish 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joseph W Serene 267115 0 0 0 0 0 20000 0 7878 0 294993 0 0 0 Kate P Kirby 313113 0 0 0 0 0 20000 0 13677 0 346790 0 0 0 Gene D Sprouse 279220 0 0 0 0 0 20000 0 13514 0 312734 0 0 0 Alan Chodos 210162 0 0 0 0 0 20000 0 13677 0 243839 0 0 0 Mark Doyle 188344 0 0 0 0 0 18834 0 17748 0 224926 0 0 0 Theodore Hodapp 178600 0 0 0 0 0 17860 0 13677 0 210137 0 0 0 Amy Flatten 176506 0 0 0 0 0 17651 0 7878 0 202035 0 0 0 Michael D Stephens 166787 0 0 0 0 0 16679 0 17748 0 201214 0 0 0 Tracy Alinger 156430 0 0 0 0 0 15643 0 13677 0 185750 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a With a doctors excuse for a health issue, the volunteer President flew first class on several longer flights. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Gene Sprouse contributed $17000 to a Section 457 Plan. Alan Chodos contributed $6500 to a Section 457 Plan. Theodore Hodapp contributed $17000 to a Section 457 Plan. Amy Flatten contributed $6500 to a Section 457 Plan. Michael Stephens contributed $5200 to a Section 457 Plan. Peter Adams contributed $17000 to a Section 457 Plan. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 APS has 49,653 members. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a APS Members elect the members of the governing body, or Council. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b Changes to the APS constitution must be approved by the membership. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The members of the governing body received an email with a draft copy of the Form 990. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Employees and governing body members are asked to complete a conflict of interest report each year. That report is reviewed by the Executive Officer and Treasurer/Publisher for potential conflicts. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 A senior personnel committee approves salaries of the officers and key employees of the Society. Salary surveys are reviewed by this committee as part of the process. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The APS governing documents are available online at www. aps.org/exec. The financial statements are included in the APS Annual Report also available at this link.