2012-04-18T10:55:00-07:00 2011-12-31 990 2011-01-01 131656610 AMERICAN PHYSICAL SOCIETY AMER 3012093210 One Physics Ellipse College Park MD 207403844 Michael Stephens 3012093210 2012-04-16 2011 2016-02-24 21:20:13Z Joseph W Serene American Physical Society One Physics Ellipse College Park MD 20740 58266586 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 36 241 800 29885 19242 5093749 5058618 37454262 38644172 1207125 3353958 0 0 43755136 47056748 1814998 1763428 0 0 23475996 24140757 0 0 523200 20179020 19755547 45470014 45659732 -1714878 1397016 135377356 134188632 34628731 35488002 100748625 98700630 To advance and diffuse the knowledge of physics. 0 0 27462504 33288150 Physics Research Programs: Research Publications 4666447 12592 5215592 Physics Research Programs: Scientific Meetings 4638004 378341 72241 Physics Research Programs: Membership Operations 6490411 1372494 38304 Physics Research Programs: Public Affairs and Programs (50055 Members) 6490411 1372494 38304 43257366 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 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 0 1 214 0 1 241 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 Barry C Barish 2 X X 0 0 0 Robert Byer 4 X X 0 0 0 Michael S Turner 2 X X 0 0 0 Malcolm R Beasley 2 X X 0 0 0 Joseph W Serene 40 X X X 258273 0 0 Kate P Kirby 40 X X X X 305666 0 0 Gene D Sprouse 40 X X X 270914 0 0 Alan Chodos 40 X X 204817 0 0 Amy Flatten 40 X X 171710 0 0 Theodore Hodapp 40 X X 169822 0 0 Mark Doyle 40 X X 160991 0 0 Robert Kelly 40 X X 162847 0 0 Michael D Stephens 40 X X 156806 0 0 1861846 0 0 39 0 1 0 American Institute of Physics 1 Physics Ellipse College Park MD 20740 Publishing Services 2813791 APTARA Box 13963 13963 Collections Cntr Drive Chicago IL 60693 Publishing Services 1837047 Premedia Global Inc 1797 Seddon Court Ashland OH 44805 Publishing Services 1351073 Cadmus Journal Services PO Box 751898 Charlotte NC 28275 Publishing Services 1156421 Edwards Brothers 2500 S State Street PO Box 1007 Ann Arbor MI 48106 Publishing Services 943715 15 0 3570051 0 0 1008720 479847 0 5058618 Research Publications 511120 33288150 33123410 0 164740 Scientific Meetings 541900 5215592 4699483 0 516109 Public Affairs and Programs 541900 68189 38304 29885 0 Membership Operations 541900 72241 57453 0 14788 0 0 0 0 38644172 2471096 0 0 2471096 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12092700 0 11209838 0 882862 0 882862 0 0 882862 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 47056748 37918650 29885 4049595 311330 311330 1298435 1298435 153663 153663 0 0 834853 611987 213888 8978 16496164 16096742 144956 254466 0 0 0 0 1686457 1625903 34919 25635 3864144 3248428 543317 72399 1259139 1198934 43038 17167 0 0 0 0 110608 9743 98356 2509 122835 0 122835 0 0 0 0 0 0 0 0 0 0 0 8094801 8053594 36956 4251 46501 44882 837 782 2756315 2684729 14579 57007 0 0 0 0 0 0 0 0 2006127 1954299 28077 23751 1844942 1522356 301164 21422 0 0 0 0 2929428 2852422 47757 29249 0 0 0 0 0 0 0 0 366319 359107 4262 2950 126357 8630 117724 3 Dues & Subscriptions 541863 527119 12494 2250 Miscellaneous 809451 695063 114007 381 45659732 43257366 1879166 523200 X 0 0 0 0 75868 2062029 15349837 10413469 413450 336289 4450273 4378481 0 0 50000 0 981716 1327490 8806711 2803936 4845561 6002775 103557366 102398633 5217396 6735325 0 0 485889 484141 135377356 134188632 16187842 17806193 18440889 17678923 0 2886 34628731 35488002 X 89553678 87401693 9018821 9115373 2176126 2183564 100748625 98700630 135377356 134188632 X 1397016 -3445011 X 1 1 1 X 1 1 X 5712541 5389257 5493303 5406809 5217145 27219055 37016836 35634742 40652674 36566078 37533232 187403562 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 42729377 41023999 46145977 41972887 42750377 214622617 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 214622617 6334131 1228973 1899967 1232244 3368008 14063323 0 0 0 0 29885 29885 6334131 1228973 1899967 1232244 3397893 14093208 0 0 0 0 0 0 0 0 0 0 0 0 49063508 42252972 48045944 43205131 46148270 228715825 0.93838 0.92587 0.06162 0.07413 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29871 457658 487529 45032278 45519807 1000000 250000 0 0 0 0 1000000 1000000 2000000 3000000 0 0 443292 487529 930821 0 0 250000 250000 500000 750000 0 0 29653 29871 59524 SchC_P2A_S00_L01c Schedule C, Part II-A, Line 1c To serve the needs of its membership and the general public, APS concerns itself with a number of issues that affect both the physics community and the nation as a whole. Such topics included Competitiveness & Inovation, Defense, Education, Energy & Environment, Research Funding, and Visas. 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 6683920 0 1668824 5015096 1250614 0 705302 545312 675765 0 429810 245955 0 0 0 0 6002775 0 C 0 C Renaissance Institutional Equities Fund 4598134 F American Center for Physics 2137191 F 6735325 2886 2886 47056748 45659732 1397016 -3325899 0 0 0 -474152 -3800051 -2403035 44281362 -2970859 0 0 195473 -2775386 47056748 0 0 0 47056748 46329357 0 0 0 669625 669625 45659732 0 0 0 45659732 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 year ended December 31, 2011 and no unrelated business income for the year ended December 31, 2010. 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 2008. However, APS is still open to examinations by tax authorities from fiscal year 2008 forward. For the years ended December 31, 2011 and 2010, there was no interest or penalties recorded in the statements of activities. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Change in post-retirement medical benefits other than net periodic post-retirement medical benefit cost. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Change in post-retirement medical benefits other than net periodic post-retirement medical benefit cost of -474,152. Net assets released from restrictions of $669,625. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Net assets released from restrictions of $669,625. 1 East Asia and the Pacific 0 0 Grantmaking Grants 12214 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants 54196 South America 0 0 Grantmaking Grants 731 Sub-Saharan Africa 0 0 Grantmaking Grants 5000 South Asia 0 0 Grantmaking Grants 55894 Middle East and North Africa 0 0 Grantmaking Grants 8250 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Grants 12909 Russia and the newly independent States 0 0 Grantmaking Grants 4470 0 0 153664 X Travel Assistance South Asia 28 52243 Wire/Check 0 Travel Assistance East Asia and the Pacific 1 500 Check 0 Travel Assistance North America (including Canada and Mexico, but not the United States) 2 4000 Check 0 Travel Assistance Russia and the newly independent States 1 742 Check 0 Prizes and Awards Europe (including Iceland and Greenland) 13 48956 Check 0 Prizes and Awards North America (including Canada and Mexico, but not the United States) 2 5883 Check 0 Prizes and Awards East Asia and the Pacific 1 11714 Check 0 Prizes and Awards South America 1 731 Check 0 Prizes and Awards Russia and the newly independent States 1 3728 Check 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. Receipients 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 fund 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) 71336 0 Physics Education Program Cal State University Long Beach Foundation 6300 State University Drive Suite 332 Long Beach CA 90815 956106694 501(c)(3) 64123 0 Physics Education Program Virginia Polytechnic Institute 1880 Pratt Drive Blacksburg VA 24060 546001805 501(c)(3) 23203 0 Physics Education Program Middle Tennessee State 1301 East Main Street CAB 105 Murfreesboro TN 37132 626005794 501(c)(3) 19235 0 Physics Education Program Chicago State University Adm 303 9501 S King Drive Chicago IL 606281598 362580815 501(c)(3) 5187 0 Physics Education Program Ixtlan Communications c/o Arturo Vasquez 4300 31st St N Arlington VA 22207 262166545 10000 0 Physics Outreach Program Western New England College Dept of Phys and Bio Sciences Box 5540 Springfield MA 01119 042108376 501(c)(3) 8500 0 Physics Outreach Program The University of Georgia C207 Save Building 475 North Lumpkin Street Athens GA 30602 586001998 501(c)(3) 8750 0 Physics Outreach Program Northwestern University Rebecca Crown Center N Tower 633 Clark Street Suite 2-502 Evanston IL 60208 362167817 501(c)(3) 8000 0 Physics Outreach Program Northern Illinois University Outreach Engagement and IT Lowden Hall 307 DeKalb IL 60115 366008480 501(c)(3) 10000 0 Physics Outreach Program 9 1 Program Honorariums 17 11500 0 Programs-Travel Assistance 153 104888 0 Programs-Travel Grants 415 153597 0 Programs-Participant Costs 105 14760 0 Programs-Other Expenses 132 162849 0 Minority Scholarship Payments 76 89000 0 Prizes and Awards-Stipends, Certificates and Travel 158 478118 0 Noyce Scholarship Payments 12 108040 0 Travel-Participant Support 86 62319 0 Subsistance-Participant Support 86 4265 0 Other-Participant Support 88 109099 0 Grant Sub Award 1 10000 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 fund 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 distingusihed physicists. X X X X X 0 1 0 0 0 0 0 0 0 Barry C Barish 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert Byer 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 Joseph W Serene 258273 0 0 0 0 0 20000 0 8013 0 286286 0 0 Kate P Kirby 305666 0 0 0 0 0 20000 0 13912 0 339578 0 0 0 Gene D Sprouse 254414 0 0 0 16500 0 20000 0 13996 0 304910 0 0 0 Alan Chodos 198817 0 0 0 6000 0 20000 0 13912 0 238729 0 0 0 Amy Flatten 165960 0 0 0 5750 0 17171 0 8013 0 196894 0 0 Theodore Hodapp 157822 0 0 0 12000 0 16982 0 13912 0 200716 0 0 0 Mark Doyle 160991 0 0 0 0 0 16099 0 18190 0 195280 0 0 0 Robert Kelly 162847 0 0 0 0 0 16285 0 8013 0 187145 0 0 0 Michael D Stephens 156806 0 0 0 0 0 15681 0 18190 0 190677 0 0 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Gene Sprouse contributed $16500 to a Section 457 plan. Alan Chodos contributed $6000 to a Section 457 plan. Amy Flatten contributed $5750 to a Section 457 plan. Theodore Hodapp contributed $12000 to a Section 457 plan. Peter Adams contributed $16500 to a Section 457 plan. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 APS has 50,055 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. F990_P11_S00_L05 Form 990, Part XI, Line 5 Change in Unrealized Gains: (2,970,859). Change in post-retirement medical benefits other than net periodic post-retirement medical benefit cost: (474,152)