2011-11-15T09:11:54-05:00 2010-12-31 KPMG LLP 60 South Street Boston MA 02111 990 2010-01-01 050264797 AMERICAN MATHEMATICAL SOCIETY AMER 4014554000 201 CHARLES STREET PROVIDENCE RI 029042294 EMILY D RILEY 2011-11-14 6179881000 2010 2016-03-07 17:11:31Z 32898419 false X WWW.AMS.ORG X 1888 DC 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. 7 6 228 616 30142 26391 3428086 3691400 21339654 21642656 2953013 3136910 0 0 27720753 28470966 516248 404715 0 0 16517038 16759836 0 0 80037 7714927 8835195 24748213 25999746 2972540 2471220 93075215 105490523 19126997 21383469 73948218 84107054 X THE SOCIETY'S MISSION IS TO FURTHER THE INTEREST OF MATHEMATICAL SCHOLARSHIP AND RESEARCH. *PLEASE SEE SCHEDULE O FOR FURTHER DETAIL* false false 15964109 19085483 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. 4996554 404715 984076 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) 1181320 1193373 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. 709714 349582 22851697 true true false true false false false false true true false false false true false true false false true true true true false false false false true true true false false false false false false false false false false false false false true true false false false true 516 0 true 228 true true true false false false false false false false false false X 7 6 false false false false true true true true true false false true true false false true true true true false DC X EMILY RILEY CFO 4014554000 201 CHARLES ST PROVIDENCE RI 029042294 JOHN B CONWAY 2.0 X 0 0 0 ERIC FRIEDLANDER 2.0 X 0 0 0 MARK L GREEN 2.0 X 0 0 0 RONALD J STERN 2.0 X 0 0 0 KAREN VOGTMANN 2.0 X 0 0 0 CAROL S WOOD 2.0 X 0 0 0 GEORGE ANDREWS 20.0 X X 0 0 0 ROBERT J DAVERMAN 25.0 X X 106025 0 0 JOHN M FRANKS 3.0 X X 0 0 0 LINDA KEEN 3.0 X X 0 0 0 GEORGIA BENKART 3.0 X 0 0 0 EMILY D RILEY 40.0 X 40409 0 1900 MICHEL L LAPIDUS 3.0 X 0 0 0 MATTHEW MILLER 3.0 X 0 0 0 STEVEN H WEINTRAUB 3.0 X 0 0 0 SYLVAIN E CAPPELL 1.0 X 0 0 0 FRANK MORGAN 1.0 X 0 0 0 BERND STURMFELS 1.0 X 0 0 0 DONALD MCCLURE 40.0 X 248524 0 39152 CONSTANCE PASS 40.0 X 140560 0 10682 GARY BROWNELL 40.0 X 259240 0 7661 GRAEME FAIRWEATHER 40.0 X 212466 0 38473 SAMUEL RANKIN 40.0 X 202746 0 34821 ELIZABETH HUBER 40.0 X 154610 0 28159 ELLEN MAYCOCK 40.0 X 139467 0 22034 THOMAS BLYTHE 40.0 X 134125 0 26409 SERGEI GELFAND 40.0 X 125760 0 23295 INA METTE 40.0 X 121163 0 23803 EROL OZIL 40.0 X 116954 0 23698 ASSEN DONTCHEV 40.0 X 123188 0 15060 GERALD LOON 40.0 X 120294 0 14510 DRURY BURTON 40.0 X 115556 0 14082 2361087 0 323739 32 false true true 0 2358700 886585 446115 3691400 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 21642656 2926928 2926928 0 0 0 0 0 0 0 4637435 0 4427453 209982 0 209982 209982 0 0 0 0 0 0 28470966 21612514 30142 3136910 254330 254330 141866 141866 8519 8519 0 1763932 941074 822858 0 10979884 10507817 427523 44544 1248257 1138903 106263 3091 1868008 1500415 362058 5535 899755 809290 87057 3408 0 34608 27101 7507 112789 112789 0 0 21863 21863 1148159 885033 263126 44920 42171 2749 2943346 2885538 48442 9366 0 515043 515043 548619 468006 80613 621389 413332 208057 0 890279 889162 1117 11184 11184 0 626672 421310 205362 156216 129192 27024 SERVICE CONTRACTS 278208 175809 102399 CC PROCESSING FEES 120511 120511 EXPENDABLE EQUIPMENT 271990 230656 41334 MISCELLANEOUS 489399 346619 142620 160 25999746 22851697 3068012 80037 474913 1084237 14145500 15897241 175343 348841 568773 504413 1408873 1328076 2114167 1889482 13402467 8370580 5093183 5031887 69094463 79406346 93075215 105490523 3304254 3790117 11279588 12822888 4543155 4770464 19126997 21383469 X 63849195 73032010 5346374 6207920 4752649 4867124 73948218 84107054 93075215 105490523 X 2471220 7687616 X false true true X true true X false false false 3332401 2926548 3785549 3428086 3691400 17163984 19725816 20587566 21218466 21417800 21642658 104592306 23058217 23514114 25004015 24845886 25334058 121756290 42160 5536 3622 5224 4835 61377 0 0 42160 5536 3622 5224 4835 61377 121694913 2472027 3283489 2436644 2953013 2926928 14072101 2472027 3283489 2436644 2953013 2926928 14072101 25530244 26797603 27440659 27798899 28260986 135828391 0.89595 0.90017 0.10360 0.09939 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 184262 false false 184262 false LOBBYING EXPENSES PART II-B, LINE 1G 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.) 68873306 2032681 10293960 0 1946862 0 79253085 51419062 4504052 14879288 0 1929096 0 68873306 73821684 920880 -21821839 0 1501663 0 51419062 0.86920 0.13080 0.00000 false false 219637 219637 7311981 4334782 2977199 4933040 3809064 1123976 937810 226735 711075 5031887 0 POSTRETIREMENT BENEFIT OBLIGATION 4770464 4770464 28470966 25999746 2471220 7807381 -119765 7687616 10158836 36136719 7807381 -119765 7687616 28449103 21863 21863 28470966 25977883 25977883 21863 21863 25999746 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) true 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 0 1 0 1 19598 19598 X EDUCATIONAL SUPPORT Russia 1 250 CHECK EDUCATIONAL SUPPORT Europe/Iceland/Greenland 1 819 CHECK false false false false false false 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. true 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 SUITE 215 MCLEAN VA 22102 521256563 501(C)(3) 7500 EPSILON AWARD 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 138 415 SOUTH STREET WALTHAM MA 02454 042103552 501(C)(3) 84700 CEENTENNIAL FELLOWSHIP AWARD 7 5 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 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. X X true false false false false false false false false 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 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 LINE 4A 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. OTHER PAYMENTS PART II 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. 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 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 false false false false false false false false false false false false false false false false false false