AMERICAN MATHEMATICAL SOCIETY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MATHEMATICAL SOCIETY (EIN 05-0264797)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201103199349301235
- Schema version
- 2010v3.4
- 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 | 2011-11-15T09:11:54-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2011-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32898419 | GrossReceipts |
| Group Return For Affiliates | false | 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 | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 228 | TotalNbrEmployees |
| Total Nbr Volunteers | 616 | TotalNbrVolunteers |
| Total Gross UBI | 30142 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 26391 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3428086 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3691400 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21339654 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21642656 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2953013 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3136910 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27720753 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28470966 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 516248 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 404715 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16517038 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16759836 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 80037 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7714927 | OtherExpensePriorYear |
| Other Expenses Current Year | 8835195 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24748213 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25999746 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2972540 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2471220 | RevenuesLessExpensesCY |
| Total Assets BOY | 93075215 | TotalAssetsBOY |
| Total Assets EOY | 105490523 | TotalAssetsEOY |
| Total Liabilities BOY | 19126997 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21383469 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 73948218 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 84107054 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SOCIETY'S MISSION IS TO FURTHER THE INTEREST OF MATHEMATICAL SCHOLARSHIP AND RESEARCH. *PLEASE SEE SCHEDULE O FOR FURTHER DETAIL* | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15964109 | Expense |
| Revenue | 19085483 | 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. THIS ALSO INCLUDES THE MATHEMATICAL REVIEWS DATABASE, THE PREMIER MATHEMATICAL RESEARCH TOOL, CONTAINING CITATIONS AND REVIEWS OF MATHEMATICAL LITERATURE DATING BACK TO 1940. IN 2010, THE AMERICAN MATHEMATICAL SOCIETY PUBLISHED 29,056 PAGES OF NEW MATERIAL IN JOURNALS AND ADMINISTRATIVE PUBLICATIONS. THE SOCIETY PUBLISHED 100 NEW AND 90 REPRINTED BOOKS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4996554 | Expense |
| Grants | 404715 | Grants |
| Revenue | 984076 | 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 MORE THAN 30,000 INDIVIDUAL AND INSTITUTIONAL MEMBERS, WITH NO CRITERIA FOR MEMBERSHIP, WHO ARE SERVED THROUGH THE MEMBERSHIP PROGRAM. (CONTINUED ON SCHEDULE O) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1181320 | Expense |
| Revenue | 1193373 | 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 THE FOUR REGIONS OF THE U.S. EACH YEAR. THE JOINT MATHEMATICS MEETING, HELD IN SAN FRANCISCO, CA IN 2010, WAS VERY SUCCESSFUL WITH ATTENDANCE OF 5,795. THERE WERE FOUR SECTIONAL MEETINGS HELD IN THE SPRING AND FOUR IN THE FALL OF 2010. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 709714 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 349582 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22851697 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 516 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 228 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EMILY RILEY CFO | NamePerson |
| 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 (32 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN B CONWAY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ERIC FRIEDLANDER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| MARK L GREEN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| RONALD J STERN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| KAREN VOGTMANN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| CAROL S WOOD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| GEORGE ANDREWS | ||||||||
| PRESIDENT | 20.0 | X | 0 | 0 | 0 | X | ||
| ROBERT J DAVERMAN | ||||||||
| SECRETARY | 25.0 | X | 106025 | 0 | 0 | X | ||
| JOHN M FRANKS | ||||||||
| TREASURER | 3.0 | X | 0 | 0 | 0 | X | ||
| LINDA KEEN | ||||||||
| ASSOCIATE TREASURER | 3.0 | X | 0 | 0 | 0 | X | ||
| GEORGIA BENKART | ||||||||
| ASSOCIATE SECRETARY | 3.0 | 0 | 0 | 0 | X | |||
| EMILY D RILEY | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 40409 | 0 | 1900 | X | |||
| MICHEL L LAPIDUS | ||||||||
| ASSOCIATE SECRETARY | 3.0 | 0 | 0 | 0 | X | |||
| MATTHEW MILLER | ||||||||
| ASSOCIATE SECRETARY | 3.0 | 0 | 0 | 0 | X | |||
| STEVEN H WEINTRAUB | ||||||||
| ASSOCIATE SECRETARY | 3.0 | 0 | 0 | 0 | X | |||
| SYLVAIN E CAPPELL | ||||||||
| VICE PRESIDENT | 1.0 | 0 | 0 | 0 | X | |||
| FRANK MORGAN | ||||||||
| VICE PRESIDENT | 1.0 | 0 | 0 | 0 | X | |||
| BERND STURMFELS | ||||||||
| VICE PRESIDENT | 1.0 | 0 | 0 | 0 | X | |||
| DONALD MCCLURE | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 248524 | 0 | 39152 | X | |||
| CONSTANCE PASS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 140560 | 0 | 10682 | X | |||
| GARY BROWNELL | ||||||||
| DEPUTY EXECUTIVE DIRECTOR | 40.0 | 259240 | 0 | 7661 | X | |||
| GRAEME FAIRWEATHER | ||||||||
| EXECUTIVE EDITOR | 40.0 | 212466 | 0 | 38473 | X | |||
| SAMUEL RANKIN | ||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.0 | 202746 | 0 | 34821 | X | |||
| ELIZABETH HUBER | ||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.0 | 154610 | 0 | 28159 | X | |||
| ELLEN MAYCOCK | ||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.0 | 139467 | 0 | 22034 | X | |||
| THOMAS BLYTHE | ||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 134125 | 0 | 26409 | X | |||
| SERGEI GELFAND | ||||||||
| PUBLISHER | 40.0 | 125760 | 0 | 23295 | X | |||
| INA METTE | ||||||||
| ACQUISITIONS EDITOR | 40.0 | 121163 | 0 | 23803 | X | |||
| EROL OZIL | ||||||||
| SYSTEMS SUPPORT MANAGER | 40.0 | 116954 | 0 | 23698 | X | |||
| ASSEN DONTCHEV | ||||||||
| ASSOCIATE EDITOR | 40.0 | 123188 | 0 | 15060 | X | |||
| GERALD LOON | ||||||||
| DIRECTOR OF BUS & PUBLICATIONS | 40.0 | 120294 | 0 | 14510 | X | |||
| DRURY BURTON | ||||||||
| TECH ASSISTANT | 40.0 | 115556 | 0 | 14082 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2361087 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 323739 | TotalOtherCompensation |
| Number Individuals GT100 K | 32 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 2358700 | MembershipDues |
| Government Grants | 886585 | GovernmentGrants |
| All Other Contributions | 446115 | AllOtherContributions |
| Total Contributions | 3691400 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PUBLICATIONS | 541900 | 19085483 | 19085483 | |
| MEETINGS | 541800 | 1143373 | 1113231 | 30142 |
| SALE OF SERVICE-OTHER MATH PUBS | 541900 | 369426 | 369426 | |
| PROFESSIONAL PROGRAMS/SERVICES | 541900 | 984075 | 984075 | |
| OTHER | 900099 | 60299 | 60299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21642656 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2926928 | TotalRevenueColumn |
| Exclusion | $2,926,928 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4637435 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4427453 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 209982 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 209982 | TotalRevenueColumn |
| Exclusion | $209,982 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28470966 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21612514 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30142 | UnrelatedBusinessRevenue |
| Exclusion | $3,136,910 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254330 | Total |
| Program Services | 254330 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141866 | Total |
| Program Services | 141866 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8519 | Total |
| Program Services | 8519 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1763932 | Total |
| Program Services | 941074 | ProgramServices |
| Management And General | 822858 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10979884 | Total |
| Program Services | 10507817 | ProgramServices |
| Management And General | 427523 | ManagementAndGeneral |
| Fundraising | 44544 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1248257 | Total |
| Program Services | 1138903 | ProgramServices |
| Management And General | 106263 | ManagementAndGeneral |
| Fundraising | 3091 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1868008 | Total |
| Program Services | 1500415 | ProgramServices |
| Management And General | 362058 | ManagementAndGeneral |
| Fundraising | 5535 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 899755 | Total |
| Program Services | 809290 | ProgramServices |
| Management And General | 87057 | ManagementAndGeneral |
| Fundraising | 3408 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34608 | Total |
| Program Services | 27101 | ProgramServices |
| Management And General | 7507 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112789 | Total |
| Management And General | 112789 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21863 | Total |
| Management And General | 21863 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1148159 | Total |
| Program Services | 885033 | ProgramServices |
| Management And General | 263126 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44920 | Total |
| Program Services | 42171 | ProgramServices |
| Fundraising | 2749 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2943346 | Total |
| Program Services | 2885538 | ProgramServices |
| Management And General | 48442 | ManagementAndGeneral |
| Fundraising | 9366 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515043 | Total |
| Program Services | 515043 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548619 | Total |
| Program Services | 468006 | ProgramServices |
| Management And General | 80613 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621389 | Total |
| Program Services | 413332 | ProgramServices |
| Management And General | 208057 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890279 | Total |
| Program Services | 889162 | ProgramServices |
| Management And General | 1117 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11184 | Total |
| Fundraising | 11184 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626672 | Total |
| Program Services | 421310 | ProgramServices |
| Management And General | 205362 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156216 | Total |
| Program Services | 129192 | ProgramServices |
| Management And General | 27024 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SERVICE CONTRACTS | 278208 | 175809 | 102399 | |
| CC PROCESSING FEES | 120511 | 120511 | ||
| EXPENDABLE EQUIPMENT | 271990 | 230656 | 41334 | |
| MISCELLANEOUS | 489399 | 346619 | 142620 | 160 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25999746 | Total |
| Program Services | 22851697 | ProgramServices |
| Management And General | 3068012 | ManagementAndGeneral |
| Fundraising | 80037 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474913 | BOY |
| EOY | 1084237 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14145500 | BOY |
| EOY | 15897241 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175343 | BOY |
| EOY | 348841 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568773 | BOY |
| EOY | 504413 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1408873 | BOY |
| EOY | 1328076 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2114167 | BOY |
| EOY | 1889482 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13402467 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8370580 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5093183 | BOY |
| EOY | 5031887 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69094463 | BOY |
| EOY | 79406346 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93075215 | BOY |
| EOY | 105490523 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3304254 | BOY |
| EOY | 3790117 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11279588 | BOY |
| EOY | 12822888 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4543155 | BOY |
| EOY | 4770464 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19126997 | BOY |
| EOY | 21383469 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63849195 | BOY |
| EOY | 73032010 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5346374 | BOY |
| EOY | 6207920 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4752649 | BOY |
| EOY | 4867124 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73948218 | BOY |
| EOY | 84107054 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93075215 | BOY |
| EOY | 105490523 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2471220 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7687616 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3332401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2926548 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3785549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3428086 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3691400 | CurrentTaxYear |
| Total | 17163984 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19725816 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20587566 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21218466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21417800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21642658 | CurrentTaxYear |
| Total | 104592306 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23058217 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23514114 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25004015 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24845886 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25334058 | CurrentTaxYear |
| Total | 121756290 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3622 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5224 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4835 | CurrentTaxYear |
| Total | 61377 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3622 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5224 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4835 | CurrentTaxYear |
| Total | 61377 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 121694913 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2472027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3283489 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2436644 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2953013 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2926928 | CurrentTaxYear |
| Total | 14072101 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2472027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3283489 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2436644 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2953013 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2926928 | CurrentTaxYear |
| Total | 14072101 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25530244 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26797603 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27440659 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27798899 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28260986 | CurrentTaxYear |
| Total | 135828391 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89595 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.90017 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.10360 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.09939 | 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $184,262 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 184262 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING EXPENSES | Identifier |
| Return Reference | PART II-B, LINE 1G | ReturnReference |
| Explanation | THE 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 WOULD HAVE AN IMPACT ON THE SCIENCES IN GENERAL, WHETHER IN AREAS OF EDUCATION, FUNDING RESEARCH, ETC.; (2) TO ACT AS A RESOURCE TO THE U.S. GOVERNMENT IN AREAS SUCH AS FUNDING OF SCIENTIFIC EDUCATION OR RESEARCH IN GENERAL OR IN MATHEMATICS, THE IMPORTANCE OF SCIENCE AND MATHEMATICS; AND (3) TO PROVIDE INFORMATION OUT TO THE MEMBERSHIP AND THE WIDER MATHEMATICAL COMMUNITY ABOUT GOVERNMENT INITIATIVES AND POLICIES. EFFORTS ARE OFTEN MADE IN CONJUNCTION WITH OTHER PROFESSIONAL SCIENTIFIC ORGANIZATIONS SIMILAR TO THE SOCIETY. WE EDUCATE OUR COMMUNITY ABOUT THE GOVERNMENT AND THE VARIOUS GROUPS WITHIN GOVERNMENT (CONGRESS, THEIR STAFF, VARIOUS AGENCIES) ABOUT THE MATHEMATICAL COMMUNITY. NO SPECIFIC LEGISLATION IS LOBBIED FOR OR AGAINST, OTHER THAN THE FUNDING OF THE VARIOUS AGENCIES THAT SUPPORT THE MATHEMATICAL COMMUNITY (NSF, DOE, ETC.) | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68873306 | BeginningOfYearBalance |
| Contributions | 2032681 | Contributions |
| Investment Earnings Or Losses | 10293960 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1946862 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 79253085 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51419062 | BeginningOfYearBalance |
| Contributions | 4504052 | Contributions |
| Investment Earnings Or Losses | 14879288 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1929096 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 68873306 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73821684 | BeginningOfYearBalance |
| Contributions | 920880 | Contributions |
| Investment Earnings Or Losses | -21821839 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1501663 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 51419062 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.86920 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.13080 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | 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 | 7311981 | OtherCostOrOtherBasis |
| Depreciation | 4334782 | Depreciation |
| Book Value | 2977199 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4933040 | OtherCostOrOtherBasis |
| Depreciation | 3809064 | Depreciation |
| Book Value | 1123976 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 937810 | OtherCostOrOtherBasis |
| Depreciation | 226735 | Depreciation |
| Book Value | 711075 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5031887 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTRETIREMENT BENEFIT OBLIGATION | Description |
| Amount | $4,770,464 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4770464 | TotalOfAmounts |
| Total Revenue | 28470966 | TotalRevenue |
| Total Expenses | 25999746 | TotalExpenses |
| Excess Or Deficit For Year | 2471220 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7807381 | NetUnrealizedGLOnInvestments |
| Other | -$119,765 | OtherAmount |
| Total Adjustments | 7687616 | TotalAdjustments |
| Excess Or Deficit Per FS | 10158836 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36136719 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7807381 | NetUnrealizedGainsInvestments |
| Other Revenues | -119765 | OtherRevenues |
| Revenue Not Rptd F990 | 7687616 | RevenueNotRptdF990 |
| Revenue Subtotal | 28449103 | RevenueSubtotal |
| Investment Expenses Not Included | 21863 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 21863 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28470966 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25977883 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 25977883 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 21863 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 21863 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25999746 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 | TRUE ENDOWMENT FUNDS FROM DONORS COMPRISE $10,368,047 OF THE TOTAL ENDOWMENT FUNDS AT 12/31/10. THESE FUNDS INCLUDE THOSE WHOSE INCOME IS RESTRICTED FOR SPECIFIC PURPOSES, SUCH AS PRIZES, LECTURES, SCHOLARSHIPS AND GRANTS, AS WELL AS THOSE WHOSE USE OF INCOME IS NOT RESTRICTED BY THE DONOR. THE BOARD HAS ADOPTED A POLICY OF USING SPENDABLE INCOME AVAILABLE FROM THE "INCOME-UNRESTRICTED" TRUE ENDOWMENT FUNDS TO SUPPORT SPECIFIC SERVICE AND OUTREACH PROJECTS EACH YEAR, WHICH ARE APPROVED AS PART OF THE BUDGET APPROVAL. THE MAJORITY OF ENDOWMENT FUNDS ARE THOSE CREATED BY THE BOARD, USUALLY REFERRED TO AS QUASI-ENDOWMENT OR BOARD-DESIGNATED FUNDS, WHICH TOTAL $68,885,038. THERE ARE FOUR SUCH FUNDS ESTABLISHED, EACH WITH ITS OWN PURPOSE: (1) THE JOURNAL ARCHIVE FUND WAS ESTABLISHED TO PROVIDE A RESOURCE FOR THE SOCIETY TO USE WHEN THE NEXT SIGNIFICANT CHANGE IN INFORMATION DELIVERY OCCURS, SO THAT ALL PAST SCIENTIFIC AND MEMBERSHIP JOURNALS PUBLISHED BY THE SOCIETY CAN BE 'CONVERTED' FOR THE NEW DELIVERY ENVIRONMENT. EACH YEAR, 1% OF JOURNAL REVENUES IS ADDED TO THIS FUND. (2) THE YOUNG SCHOLARS FUND WAS ESTABLISHED BY THE BOARD AS AN ADDITIONAL SOURCE OF SPENDABLE INCOME FOR THE YOUNG SCHOLARS PROGRAM, WHICH IS PARTIALLY SUPPORTED BY A TRUE ENDOWMENT FUND. THE YOUNG SCHOLARS PROGRAM PROVIDES SUPPORT TO SUMMER MATH CAMPS FOR TALENTED YOUNG STUDENTS, INCLUDING SCHOLARSHIP SUPPORT FOR STUDENTS TO COVER THE COSTS OF THE CAMP. (3) THE OPERATIONS SUPPORT FUND (OSF) WAS ESTABLISHED BY THE BOARD TO PROVIDE SUPPORT TO THE OPERATING ACTIVITIES OF THE SOCIETY. (4) THE ECONOMIC STABILIZATION FUND (ESF) WAS ESTABLISHED TO BE A TRUE RESERVE FUND FOR THE SOCIETY SHOULD ECONOMIC DIFFICULTIES OR OTHER EMERGENCIES ARISE. AT EACH YEAR END, THE BALANCE IN THE ESF MUST EQUAL THE TARGET ESTABLISHED BY THE BOARD (CURRENTLY THE SUM OF 75% OF A YEAR'S OPERATING EXPENSES PLUS THE UNFUNDED POST RETIREMENT HEALTH BENEFIT OBLIGATION). IF THERE IS A SHORTFALL, THE OSF MUST MOVE FUNDS TO THE ESF, AND IF THE OSF IS INSUFFICIENT, OPERATIONS MUST MAKE UP THE DIFFERENCE. WHEN THERE IS AN EXCESS OF FUNDS IN THE ESF, THEY ARE TRANSFERRED TO THE OSF. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 8 | POST RETIREMENT BENEFIT-RELATED CHANGES OTHER THAN PERIODIC COST (119,765) |
| OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURN | PART XII, LINE 2D | POST RETIREMENT BENEFIT-RELATED CHANGES OTHER THAN PERIODIC COST (119,765) |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | Program Services | SALES-MATH PUBS | 0 |
| North America | 0 | 0 | Program Services | SALES-MATH PUBS | 0 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | SALES-MATH PUBS | 12348 |
| Middle East and North Africa | 0 | 0 | Program Services | SALES-MATH PUBS | 0 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | SALES-MATH PUBS | 4250 |
| South America | 0 | 0 | Program Services | SALES-MATH PUBS | 0 |
| Central America and the Caribbean | 0 | 0 | Program Services | SALES-MATH PUBS | 0 |
| East Asia and the Pacific | 0 | 0 | Program Services | SALES-MATH PUBS | 3000 |
| South Asia | 0 | 0 | Program Services | SALES-MATH PUBS | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 19598 | SubtotalAmountSpent |
| Total Amount Spent | 19598 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| EDUCATIONAL SUPPORT | Russia | 1 | 250 | CHECK |
| EDUCATIONAL SUPPORT | Europe/Iceland/Greenland | 1 | 819 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EMPLOYEES IN REGION | PART I | THE SOCIETY EMPLOYS ONE PERSON OVERSEAS, WHOSE FUNCTION IS TO ACQUIRE BOOK MANUSCRIPTS FOR THE SOCIETY'S BOOK PROGRAM FROM EUROPEAN MATHEMATICIANS. COSTS TO MAINTAIN THIS EMPLOYEE OVERSEAS WERE $11,079 PLUS SALARY & BENEFITS. OTHER THAN THE COSTS ASSOCIATED WITH THE OVERSEAS EMPLOYEE AND PARTICIPATION IN MATHEMATICAL MEETINGS (BY SOCIETY STAFF EXHIBITING BOOKS, OR PROVIDING TRAVEL SUPPORT FOR U.S. MATHEMATICIANS), THE SOCIETY INCURS NO COSTS OVERSEAS. |
| MONITORING THE USE OF GRANT FUNDS | 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 PROCESS AND MONITORING OF GRANT ACTIVITIES IS DONE BY THE MEMBERSHIP AND PROFESSIONAL PROGRAMS DEPARTMENT OF THE SOCIETY. 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 SPECIFIC MATHEMATICAL RESEARCH RESULTS. THEY ARE GIVEN AFTER THE WORK HAS BEEN COMPLETED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| TEXAS STATE UNIVERSITY MATHWORKS | ||||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | 741982979 | 115 | 15000 | EPSILON AWARD | |
| BOSTON UNIVERSITY | ||||||||
| 111 CUMMINGTON STREET | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | 12500 | EPSILON AWARD | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5734 SOUTH UNIVERSITY AVE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | 15000 | EPSILON AWARD | |
| CENTER FOR EXCELLENCE IN EDUCATION | ||||||||
| 8201 GREENSBORO DRIVE | MCLEAN | VA | 22102 | 521256563 | 501(C)(3) | 7500 | EPSILON AWARD | SUITE 215 |
| LAMAR UNIVERSITY-BEAUMONT | ||||||||
| PO BOX 10119 | BEAUMONT | TX | 77710 | 746000298 | 115 | 10000 | EPSILON AWARD | |
| MATHPATH | ||||||||
| 4052 94TH AVE | MERCER ISLAND | WA | 980404222 | 201290489 | 501(C)(3) | 7500 | EPSILON AWARD | |
| UNIVERSITY OF NEBRASKA-LINCOLN | ||||||||
| 251 AVERY HALL | LINCOLN | NE | 685880131 | 470491233 | 115 | 15000 | EXEMPLARY PRIZE | |
| UNIVERSITY OF PUERTO RICO MAYAGUEZ | ||||||||
| PO BOX 9018 | MAYAGUEZ | PR | 006819018 | 660433761 | 115 | 7500 | EPSILON AWARD | |
| STANFORD UNIVERSITY | ||||||||
| 220 PANAMA STREET | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | 10000 | EPSILON AWARD | |
| MUSEUM OF MATHEMATICS | ||||||||
| 134 W 29TH STREET | NEW YORK | NY | 10001 | 271450809 | 501(C)(3) | 5050 | FOUNDING SUPPORTER | |
| MATHEMATICAL ASSOCIATION OF AMERICA | ||||||||
| 1827 18TH STREET | WASHINGTON | DC | 200042601 | 160743079 | 115 | 17500 | ANNUAL SUPPORT | |
| BRANDEIS UNIVERSITY | ||||||||
| MAIL STOP 138 | WALTHAM | MA | 02454 | 042103552 | 501(C)(3) | 84700 | CEENTENNIAL FELLOWSHIP AWARD | 415 SOUTH STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (15 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| 2010 TRJITZINSKI SCHOLARSHIPS | 7 | 21000 |
| CHINA PROGRAM GRANT | 2 | 4000 |
| VEBLEN PRIZE | 3 | 5001 |
| CONANT PRIZE | 1 | 1000 |
| STEELE PRIZE - LIFETIME ACHIEVEMENT | 1 | 5000 |
| STEELE PRIZE - MATH EXPO | 1 | 5000 |
| DISTINGUISHED PUBLIC SERVICE | 1 | 4000 |
| E H MOORE RESEARCH ARTICLE PRIZE | 1 | 5000 |
| ROBBINS PRIZE | 1 | 5000 |
| WIENER PRIZE | 1 | 5000 |
| 2010 MORGAN PRIZE | 1 | 1200 |
| INTERNATIONAL SCIENCE AND ENGINEERING FAIR- | 7 | 2750 |
| MATH ART EXHIBIT PRIZES | 3 | 1000 |
| 2010-2011 CONGRESSIONAL FELLOWSHIP | 1 | 50077 |
| 2009-2010 CONGRESSIONAL FELLOWSHIP | 1 | 26838 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING THE USE OF GRANT FUNDS | 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 PROCESS AND MONITORING OF GRANT ACTIVITIES IS DONE BY THE MEMBERSHIP AND PROFESSIONAL PROGRAMS DEPARTMENT OF THE SOCIETY. 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 SPECIFIC MATHEMATICAL RESEARCH RESULTS. THEY ARE GIVEN AFTER THE WORK HAS BEEN COMPLETED. |
| GRANTS AND AWARDS | PARTS II AND III | 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, EITHER THE OFFICE OF THE SECRETARY (FOR THE CENTENNIAL FELLOWSHIP) OR THE MEMBER AND PROFESSIONAL PROGRAMS DEPARTMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J DAVERMAN | |||||||||||||
| 106025 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 106025 | 0 | 0 | 0 |
| DONALD MCCLURE | |||||||||||||
| 241161 | 0 | 0 | 0 | 7363 | 0 | 30273 | 0 | 8879 | 0 | 287676 | 0 | 0 | 0 |
| GARY BROWNELL | |||||||||||||
| 66715 | 0 | 0 | 0 | 192525 | 0 | 7097 | 0 | 564 | 0 | 266901 | 0 | 0 | 0 |
| GRAEME FAIRWEATHER | |||||||||||||
| 212466 | 0 | 0 | 0 | 0 | 0 | 26640 | 0 | 11833 | 0 | 250939 | 0 | 0 | 0 |
| SAMUEL RANKIN | |||||||||||||
| 202746 | 0 | 0 | 0 | 0 | 0 | 25942 | 0 | 8879 | 0 | 237567 | 0 | 0 | 0 |
| ELIZABETH HUBER | |||||||||||||
| 154610 | 0 | 0 | 0 | 0 | 0 | 19362 | 0 | 8797 | 0 | 182769 | 0 | 0 | 0 |
| CONSTANCE PASS | |||||||||||||
| 65674 | 0 | 0 | 0 | 74886 | 0 | 7083 | 0 | 3599 | 0 | 151242 | 0 | 0 | 0 |
| ELLEN MAYCOCK | |||||||||||||
| 139467 | 0 | 0 | 0 | 0 | 0 | 16233 | 0 | 5801 | 0 | 161501 | 0 | 0 | 0 |
| THOMAS BLYTHE | |||||||||||||
| 134125 | 0 | 0 | 0 | 0 | 0 | 16306 | 0 | 10103 | 0 | 160534 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| COMPENSATION FROM UNRELATED ORGANIZATIONS | DURING THE YEAR, ROBERT DAVERMAN RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION FOR SERVICES PROVIDED TO THE AMERICAN MATHEMATICAL SOCIETY, ROBERT DAVERMAN IS A PROFESSOR AT THE UNIVERSITY OF TENNESSEE, AND TOTAL COMPENSATION RECEIVED FOR SERVICES PROVIDED TO THE SOCIETY WAS 106,025. | |
| SEVERANCE PAYMENTS | IN 2010, A SEVERANCE PAYMENT WAS MADE TO CONSTANCE PASS IN THE AMOUNT OF $74,886. SURVEY DATA WERE USED TO DETERMINE THE APPROPRIATE SEVERANCE PAYMENT FOR A CHIEF FINANCIAL OFFICER WITH HER LENGTH OF SERVICE. | LINE 4A |
| OTHER PAYMENTS | GARY BROWNELL WAS PAID $192,525 OF ACCRUED STUDY LEAVE IN ACCORDANCE WITH THE STUDY LEAVE POLICY UPON SEPARATION FROM EMPLOYMENT. THE PAYMENT WAS NOT A SEVERANCE PAYMENT. | PART II |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | PART III | 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. |
| PROGRAM SERVICE ACTIVITY #2 | PART III, LINE 4B | 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 MORE THAN 30,000 INDIVIDUAL AND INSTITUTIONAL MEMBERS, WITH NO CRITERIA FOR MEMBERSHIP, WHO ARE SERVED THROUGH THE MEMBERSHIP PROGRAM. TO SUPPORT RESEARCH AND SCHOLARSHIP IN MATHEMATICS, THE SOCIETY AWARDED FELLOWSHIPS, TRAVEL GRANTS, AND OTHER AWARDS TO APPROXIMATELY 75 INDIVIDUALS AND ORGANIZATIONS IN 2010, TOTALLING MORE THAN $400,000. THE SOCIETY ALSO HAS A MATHJOBS.ORG WEBSITE FOR EMPLOYERS, SUCH AS UNIVERSITIES, TO POST MATHEMATICS JOBS AND FOR MATHEMATICIANS TO SEARCH FOR AND APPLY FOR POSITIONS. |
| OTHER PROGRAM SERVICES | PART III, LINE 4D | GOVERNMENT RELATIONS EXPENSES: 709,714 THIS OFFICE 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 EDUCATION, AS WELL AS TO THE MATHEMATICAL COMMUNITY ABOUT THE GOVERNMENT'S EFFORTS AND INITIATIVES IN THESE AREAS. |
| MEMBERS AND STOCKHOLDERS | PART VI, SECTION A, LINE 6 | THE SOCIETY HAS OVER 30,000 INDIVIDUAL AND INSTITUTIONAL MEMBERS, WITH NO CRITERIA FOR MEMBERSHIP. |
| ELECT MEMBERS OF GOVERNING BODY | PART VI, SECTION A, LINE 7A AND 7B | THE INDIVIDUAL MEMBERSHIP ELECTS ALL BOARD MEMBERS, EXCEPT THE TREASURER AND ASSOCIATE TREASURER. THE TREASURER AND ASSOCIATE TREASURER SERVE IN THOSE CAPACITIES WITH APPROVAL OF THE COUNCIL. THEY MUST APPROVE ALL BYLAW CHANGES. ADDITIONALLY, THERE IS A SECOND GOVERNING BODY, THE COUNCIL (SOME ELECTED MEMBERS, SOME APPOINTED BY SPECIAL NOMINATING COMMITTEES THAT HAVE ELECTED MEMBERS), THAT HAS AUTHORITY IN MATTERS OF SCIENTIFIC POLICY AND MEMBERSHIP DUES, BUT NO FIDUCIARY AUTHORITY. THERE ARE SOME MATTERS, SUCH AS DUES RATES AND THE AMOUNT AND FREQUENCY OF AWARDING ENDOWED PRIZES, WHICH MUST BE APPROVED BY BOTH THE BOARD OF TRUSTEES AND THE COUNCIL. |
| PROCESS TO REVIEW FORM 990 | PART VI, SECTION B, LINE 11 | THE PREPARATION AND FILING OF THE SOCIETY'S FORM 990 AND SUPPORTING SCHEDULES IS THE RESPONSIBILITY OF THE CHIEF FINANCIAL OFFICER AND THE FISCAL DEPARTMENT STAFF. ALL SUPPORTING WORKSHEETS ARE FORWARDED TO THE SOCIETY'S TAX ADVISORS, KPMG, LLP, WHO THEN COMPLETES A DRAFT OF THE FORM. THE CFO IS RESPONSIBLE FOR ANSWERING QUESTIONS, PROVIDING ADDITIONAL INFORMATION, ETC. ONCE THE DRAFT 990 IS COMPLETE, THE CFO AND THE FISCAL DEPARTMENT STAFF REVIEW IN DETAIL. THE DRAFT 990 IS ALSO PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW, PRINCIPALLY IN THE AREAS OF ACCURACY AND ADEQUACY OF EXPLANATIONS AND ANSWERS, OTHER THAN FINANCIAL INFORMATION. FILING IS MADE ONCE KPMG AND THE SOCIETY'S CFO AND ED ARE SATISFIED IT MEETS ALL REQUIREMENTS. THE ENTIRE BOARD IS PROVIDED ACCESS TO AN ELECTRONIC COPY OF THE FILING PRIOR TO SUBMISSION. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12 | THE SOCIETY HAS WRITTEN CONFLICT OF INTEREST STATEMENTS FOR STAFF AS WELL AS FOR OFFICERS, BOARD AND COUNCIL MEMBERS, AS WELL AS SIMILAR STATEMENTS INCLUDED IN COMMITTEE CHARGES. ALL STAFF ARE ANNUALLY REQUIRED TO COMPLETE AND FILE A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM WITH THE HUMAN RESOURCES DEPARTMENT. THIS FORM REQUIRES DISCLOSURE OF ANY FINANCIAL RELATIONSHIP OF THE EMPLOYEE OR THE EMPLOYEE'S IMMEDIATE FAMILY WITH ANY ACTUAL OR POTENTIAL VENDOR THE SOCIETY MAY USE, AS WELL AS THE NATURE OF THE FINANCIAL RELATIONSHIP (OWNER, OFFICER, EMPLOYEE, ETC.). THE DIRECTOR OF HR REVIEWS ALL SUCH FORMS AND CHANGES THEREIN FROM YEAR TO YEAR; AND DISCUSSES ANY POTENTIAL CONFLICTS WITH THE EXECUTIVE DIRECTOR. ACTION MAY BE TAKEN TO LIMIT BUSINESS WITH CERTAIN VENDORS, OR OTHER APPROPRIATE ACTIONS. THE VOLUNTEER LEADERSHIP IS NOT REQUIRED TO COMPLETE THIS OR ANY SIMILAR FORM; RATHER, THESE INDIVIDUALS MUST ADHERE TO THE CONFLICT OF INTEREST POLICY FOR AMS OFFICERS AND COMMITTEE MEMBERS. THIS POLICY IS INCLUDED WITH BOARD MEETING AGENDAS. |
| COMPENSATION POLICY | PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES EXERCISES THE FOLLOWING AUTHORITIES WITH RESPECT TO COMPENSATION OF SOCIETY STAFF: 1. APPROVAL OF THE RAISE POOL EFFECTIVE FOR THE FOLLOWING YEAR'S BUDGET, AS WELL AS BENEFITS OFFERED TO ALL STAFF (PENSION, HEALTH AND DENTAL COVERAGE, ETC.). THEY DO NOT SET OR APPROVE INDIVIDUAL EMPLOYEE'S COMPENSATION, EXCEPT FOR THAT OF THE EXECUTIVE DIRECTOR, DEPUTY EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, AND KEY EMPLOYEES. 2. SET THE COMPENSATION OF THE EXECUTIVE DIRECTOR EACH YEAR, WHICH INCLUDES SALARY, BENEFITS AVAILABLE TO ALL EMPLOYEES, USE OF A VEHICLE AND MAY INCLUDE OTHER COMPENSATION SUCH AS SEVERANCE EARNINGS, IF ESTABLISHED IN THE EMPLOYMENT CONTRACT BETWEEN THE SOCIETY AND THE EXECUTIVE DIRECTOR. 3. REVIEWS AND APPROVES WITH THE EXECUTIVE DIRECTOR THE PROCESS BY WHICH THE EXECUTIVE DIRECTOR ESTABLISHES THE SALARY AND BENEFITS OF THE DEPUTY EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER, AND KEY EMPLOYEES FOR THE UPCOMING YEAR. WITH RESPECT TO THE EXECUTIVE DIRECTOR, STAFF PREPARES A CHART SHOWING THE TOTAL ACTUAL COMPENSATION PAID TO THE ED FOR THE PRIOR YEAR, THE SALARY AND BENEFIT AMOUNTS APPROVED FOR THE CURRENT YEAR, AND PROFORMA AMOUNTS FOR THE UPCOMING YEAR, ASSUMING THE ED'S RAISE IS THAT OF THE RAISE POOL PERCENTAGE IN (1) ABOVE. INCLUDED IN TOTAL COMPENSATION ARE COST ESTIMATES FOR THE NORMAL BENEFITS APPLICABLE TO ALL EMPLOYEES, THE REPORTABLE VALUE OF PERSONAL USE OF THE VEHICLE FOR INCOME TAX PURPOSES, ANY SEVERANCE THAT WILL BE EARNED THAT YEAR AND ANY OTHER BENEFITS REQUIRED UNDER THE EMPLOYMENT CONTRACT. THE BOARD IS ALSO GIVEN COMPARISON DATA FROM COMPENSATION SURVEYS TO ASSIST WITH COMPENSATION DECISIONS FOR THE EXECUTIVE DIRECTOR. THE BOARD TAKES INTO CONSIDERATION ALL THE INFORMATION PROVIDED BY STAFF, AS WELL AS THE EXPECTATION AND PERFORMANCE OF THE EXECUTIVE DIRECTOR, IN SETTING HIS/HER COMPENSATION FOR THE FOLLOWING YEAR. THE BOARD ALSO REVIEWS A SUMMARY OF ALL EXPENSE REIMBURSEMENTS (PRINCIPALLY TRAVEL COST REIMBURSEMENTS) MADE TO THE EXECUTIVE DIRECTOR FOR THE PAST 12 MONTHS, PROVIDED BY THE CFO. REIMBURSEMENTS TO ANY STAFF MEMBER AS WELL AS OFFICERS AND VOLUNTEERS ARE SUBJECT TO COMPLIANCE WITH THE SOCIETY'S TRAVEL POLICY AND OTHER FISCAL POLICIES, OF WHICH SOME HAVE BEEN APPROVED BY THE BOARD. THE CFO HAS OVERSIGHT RESPONSIBILITY FOR ENSURING COMPLIANCE WITH THESE POLICIES. WITH RESPECT TO THE COMPENSATION OF THE DEPUTY EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER, AND KEY EMPLOYEES, THE EXECUTIVE DIRECTOR PROVIDES SIMILAR INFORMATION TO THE TRUSTEES REGARDING HIS/HER DECISIONS FOR THEIR RESPECTIVE COMPENSATION FOR THE UPCOMING YEAR, AGAIN BASED UPON EXPECTATIONS, PERFORMANCE, AND SURVEY DATA FOR THE BOARD'S REVIEW AND APPROVAL. |
| PUBLIC DISCLOSURE | PART VI, SECTION C, LINE 19 | SHORTLY AFTER FILING, THE SOCIETY'S FORM 990 AND ALL SCHEDULES (EXCLUDING SCHEDULE B, WHICH IS NOT PUBLIC INFORMATION) IS COPIED AND MADE AVAILABLE TO THE SOCIETY'S MICHIGAN AND WASHINGTON, DC OFFICES. IF ANYONE REQUESTS TO SEE THE FORM 990 AND SCHEDULES AT ITS PROVIDENCE HEADQUARTERS OR THE MICHIGAN OR DC OFFICES, ACCESS IS PROVIDED BY STAFF. IF COPIES ARE REQUESTED BY MAIL OR BY PHONE, A COPY IS MADE AND SENT PROMPTLY TO THE ADDRESS GIVEN. STAFF AT EITHER OF THE OTHER TWO OFFICES HAVE BEEN INSTRUCTED TO MAIL OUT A COPY IF REQUESTS COME TO THEM, AND TO PROVIDE PHYSICAL ACCESS TO THE FORM WHEN REQUESTED. THE ANNUAL REPORT OF THE TREASURER, INCLUDING THE FINANCIAL STATEMENTS, IS PUBLISHED IN THE SOCIETY'S JOURNAL PUBLICATION NOTICES OF THE AMERICAN MATHEMATICAL SOCIETY AS WELL AS THE SOCIETY'S ANNUAL REPORT EACH YEAR. BOTH THESE PUBLICATIONS ARE FREELY AVAILABLE ON THE SOCIETY'S WEBSITE. THE REPORT OF THE TREASURER INCLUDES INFORMATION TAKEN DIRECTLY FROM THE AUDITED FINANCIAL STATEMENTS, AS WELL AS OTHER FINANCIAL INFORMATION ABOUT THE SOCIETY'S OPERATING ACTIVITIES AND ENDOWMENT FUNDS. THE SOCIETY'S BYLAWS ARE ALSO POSTED ON ITS WEBSITE WITH FREE ACCESS THERETO, AS ARE THE CONFLICT OF INTEREST POLICIES APPLICABLE TO OFFICERS, COMMITTEE MEMBERS AND OTHER VOLUNTEERS. VARIOUS OTHER POLICIES, ADOPTED BY EITHER THE BOARD OF TRUSTEES OR COUNCIL, AFFECTING THE CONDUCT OF VOLUNTEERS IN VARIOUS POSITIONS ARE ALSO POSTED ON THE WEBSITE AND INCLUDED WITH THE INFORMATION GIVEN TO EACH VOLUNTEER AS THEY ACCEPT A SPECIFIC POSITION, WHETHER ELECTED OR APPOINTED. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 5 | POST RETIREMENT BENEFIT-RELATED CHANGES OTHER THAN PERIODIC COST (119,765) UNREALIZED GAIN ON INVESTMENTS 7,807,381 TOTAL 7,687,616 |
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 | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| MATHEMATICAL REVIEWS INC | |||||||||
| 416 FOURTH STREET | ANN ARBOR | MI | 48103 | 382489014 | INACTIVE | MI | 501(C)(3) | N/A | AMS |
| INTERNATIONAL CONGRESS OF MATHEMATICIANS | |||||||||
| C/O AMS 201 CHARLES STREET | PROVIDENCE | RI | 02094 | 050405879 | INACTIVE | RI | 501(C)(3) | N/A | AMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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