2024-10-08T20:09:13-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-01-01 050264797 AMERICAN MATHEMATICAL SOCIETY AMER 4014554000 201 CHARLES STREET PROVIDENCE RI 02904 LUCY R MADDOCK CFO 4014554000 2024-10-08 1 0 AMBER BICHUN P01718349 4014214800 2024-10-07 2023 2024-10-15 13:58:12Z LUCY R MADDOCK 201 CHARLES STREET PROVIDENCE RI 02904 43535301 0 X WWW.AMS.ORG X 1923 DC THE AMERICAN MATHEMATICAL SOCIETY'S ("AMS OR "THE SOCIETY") BROAD MISSION IS TO FURTHER THE INTEREST OF MATHEMATICAL RESEARCH, SCHOLARSHIP AND EDUCATION, WHICH IS ACCOMPLISHED THROUGH PUBLICATIONS, MEETINGS, SERVICES, ADVOCACY IN EDUCATION, RESEARCH AND OTHER AREAS. 10 10 235 742 0 0 6196502 13214410 23611358 24810901 3007584 5509990 0 0 32815444 43535301 591241 864121 0 0 21871930 22866683 0 0 637943 10180985 11669343 32644156 35400147 171288 8135154 222625287 258766469 23492980 23834685 199132307 234931784 X PLEASE SEE SCHEDULE O.THE AMERICAN MATHEMATICAL SOCIETY ("AMS OR "THE SOCIETY") FOUNDED IN 1888 TO FURTHER THE INTERESTS OF MATHEMATICAL RESEARCH SCHOLARSHIP, AND EDUCATION, SERVES THE NATIONAL AND 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. 0 0 22571565 21467358 PUBLICATION AND DISSEMINATION OF MATHEMATICAL LITERATURE, INCLUDING UPPER LEVEL UNDERGRADUATE COURSE MATERIAL, PROCEEDINGS OF MEETINGS IN CURRENT TOPICAL AREAS AND HIGH-LEVEL RESEARCH MONOGRAPHS. AMS PUBLICATIONS ALSO INCLUDE THE MATHEMATICAL REVIEWS DATABASE, MATHSCINET, THE PREMIER MATHEMATICAL RESEARCH TOOL, CONTAINING CITATIONS AND REVIEWS OF MATHEMATICAL LITERATURE DATING BACK TO 1940, AND BIBLIOGRAPHIC ITEMS DATING BACK TO 1812. IN 2023, THE AMS PUBLISHED 17,220 PAGES OF NEW MATERIAL IN 52 NEW BOOKS. AMS JOURNALS AND OTHER PUBLICATIONS INCLUDED 33,114 PAGES OF PUBLISHED MATERIAL. 6251923 864121 1841316 MEMBERSHIP AND OUTREACH ACTIVITIES, AS WELL AS PROFESSIONAL SERVICES AND PROGRAMS FOR THE MATHEMATICAL COMMUNITY, SUCH AS EMPLOYMENT SERVICES, GRANT OR ENDOWMENT SUPPORTED CONFERENCE, 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 APPROXIMATELY 26,500 INDIVIDUAL AND INSTITUTIONAL MEMBERS, WITH NO CRITERIA FOR MEMBERSHIP, WHO ARE SERVED THROUGH THE MEMBERSHIP PROGRAM. TO SUPPORT ITS MISSION, THE SOCIETY AWARDED FELLOWSHIPS, PRIZES, AND OTHER AWARDS TO APPROXIMATELY 168 INDIVIDUALS AND ORGANIZATIONS, TOTALING MORE THAN $719,000. THE SOCIETY ALSO RECEIVED FUNDING FROM INDIVIDUALS, FOUNDATIONS, AND FEDERAL GRANTS TO FUND EXPENSES FOR APPROXIMATELY 691 MATHEMATICIANS TO ENGAGE IN MATHEMATICAL RESEARCH AND COLLABORATION. 1792581 1502227 MEETINGS OF THE SOCIETY INCLUDE THE ANNUAL JOINT MATHEMATICAL MEETING HELD IN JANUARY EACH YEAR. ADDITIONALLY, EIGHT TO NINE SECTIONAL MEETINGS ARE HELD IN FOUR REGIONS OF THE U.S. EACH YEAR. IN 2023, THE JOINT MATHEMATICS MEETING WAS HELD IN JANUARY AND 4,662 PARTICIPANTS ATTENDED. GOVERNMENT RELATIONS IS A DIVISION OF THE SOCIETY WHICH MAINTAINS CONTACT WITH OTHER PROFESSIONAL SCIENTIFIC ORGANIZATIONS AND GOVERNMENT AGENCIES WHOSE PURPOSE IS TO SUPPORT SCIENCE, MATHEMATICAL RESEARCH AND EDUCATION. THE OFFICE PROVIDES INFORMATION TO THE GOVERNMENT ABOUT ISSUES RELATED TO SCIENCE AND MATHEMATICAL RESEARCH AND EDUCATION, AND TO THE MATHEMATICAL COMMUNITY ABOUT THE GOVERNMENT'S EFFORTS AND INITIATIVES IN THESE AREAS. 30616069 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 780 0 1 235 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT DC FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OH OR PA RI SC TN UT VA WI WV X LUCY MADDOCK 4014554000 201 CHARLES STREET PROVIDENCE RI 02904 X PROFESSOR BRYNA KRA PRESIDENT 10.00 X X 0 0 0 PROFESSOR DOUGLAS L ULMER TREASURER 2.00 X X 0 0 0 PROFESSOR BORIS HASSELBLATT SECRETARY 25.00 X X 0 0 0 PROFESSOR LINDA CHEN ASSOCIATE TREASURER 2.00 X X 0 0 0 PROFESSOR RUTH M CHARNEY PAST PRESIDENT 2.00 X 0 0 0 PROFESSOR JOSEPH SILVERMAN CHAIR AND TRUSTEE 2.00 X 0 0 0 PROFESSOR MATTHEW ANDO TRUSTEE 2.00 X 0 0 0 PROFESSOR JENNIFER TABACK TRUSTEE 2.00 X 0 0 0 PROFESSOR DAVID R MORRISON TRUSTEE 2.00 X 0 0 0 PROFESSOR JUDY L WALKER TRUSTEE 2.00 X 0 0 0 CATHERINE ROBERTS EXECUTIVE DIRECTOR 40.00 X 351455 0 55169 LUCY R MADDOCK CHIEF FINANCIAL OFFICER 40.00 X 310200 0 30829 ROBERT HARINGTON CHIEF PUBLISHING OFFICER 40.00 X 272521 0 25608 EDWARD DUNNE EXECUTIVE EDITOR, MATH REVIEWS 40.00 X 237177 0 56157 KAREN SAXE SVP, GOVERNMENT RELATIONS 40.00 X 234417 0 35044 THOMAS BLYTHE CHIEF INFORMATION OFFICER 40.00 X 205413 0 46507 EROL OZIL DIRECTOR, MR INFORMATION SYSTEMS 40.00 X 193888 0 34088 SERGEI GELFAND PUBLISHER 40.00 X 190085 0 30311 TORINA LEWIS ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 153887 0 29420 LEONA HARRIS DIR. OF EQUITY,DIVERSITY & INCLUSION 40.00 X 169730 0 32643 NICOLA S POSER DIRECTOR, MARKETING & SALES 40.00 X 157251 0 15047 SHANNON REALL DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 161771 0 50581 DEAN CARLSON ASSOCIATE EDITOR 40.00 X 142902 0 27196 DOUGLAS ALLEN AVP, DEVELOPMENT 40.00 X 154029 0 49090 2934726 0 517690 14 0 1 0 STEPTOE & JOHNSON PLLC 40 WHITE OAKS BLVD BRIDGEPORT WV 26630 LEGAL SERVICES 543629 BEAVER HOLLOW NIAGARA LLC 1083 PITT ROAD JAVA CENTER NY 14082 CONF. SPACE & ACCOM. FOR MRC 371507 G TILMANN METTE LUETT ISERBROOK 25 HAMBURG GM 22589 EDITORIAL SERVICES - AMS PUBLICATIONS 199511 SMG FOOD AND BEVERAGE LLC 747 HOWARD ST SAN FRANCISCO CA 94103 CATERING SERVICES FOR JMM 175000 CITRIN COOPERMAN & COMPANY LLP 50 ROCKEFELLER PLAZA NEW YORK NY 10020 AUDIT AND ACCOUNTING SERVICES 152619 7 2437191 3697764 7079455 162278 13214410 PUBLICATIONS 541900 22866543 22866543 MEETINGS 541900 1641325 1641325 303033 303033 24810901 5509990 5509990 43535301 24810901 0 5509990 619248 619248 217874 217874 26999 26999 2492174 2153632 292223 46319 15661652 13541380 1831347 288925 1278892 1095524 159088 24280 2171583 1884618 243305 43660 1262382 1101510 136797 24075 623925 343952 279973 383139 383139 2515395 2207965 243901 63529 135926 119303 1661 14962 705575 625574 77548 2453 644146 595475 48671 257486 257486 700493 649562 50931 2692295 2512016 162181 18098 824028 632553 191475 248434 217635 30799 PRINTING/PUBLICATIONS 1673743 1648191 10673 14879 UBI TAX 2423 2423 262335 165572 96763 35400147 30616069 4146135 637943 4532317 2246131 10262721 12062896 143165 163691 625368 970482 1146189 1047255 1509658 2017606 17448135 14542102 2940565 2906033 199417880 232877482 715318 570144 1332106 3904749 222625287 258766469 5314184 4891097 11766586 12601019 6412210 6342569 23492980 23834685 X 169791408 197289880 29340899 37641904 199132307 234931784 222625287 258766469 X 8135154 27969277 -304954 X X 0 1 X 1 0 X 5173145 3551881 4661753 6196502 13214410 32797691 25268786 23746380 23513952 23611358 24810901 120951377 30441931 27298261 28175705 29807860 38025311 153749068 33860 5747 10800 50407 4460083 2984879 7444962 33860 4465830 2995679 7495369 146253699 4559511 4760569 3851942 4882989 5509990 23565001 24986 15309 21400 61695 4584497 4775878 3873342 4882989 5509990 23626696 35026428 32074139 32049047 34690849 43535301 177375764 0.82450 0.84520 0.13320 0.12820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 427175 0 0 427175 0 PART II-B, LINE 1: THE AMERICAN MATHEMATICAL SOCIETY MAINTAINS AN OFFICE OF GOVERNMENTAL AFFAIRS IN WASHINGTON, DC WITH THREE STAFF MEMBERS. THE PRINCIPAL MISSION OF THE OFFICE IS TO (1) STAY ABREAST OF EVENTS, LEGISLATION AND POLICY INITIATIVES THAT IMPACT THE SCIENCES IN GENERAL, IN AREAS OF EDUCATION, FUNDING RESEARCH, AND OTHER; (2) TO ACT AS A RESOURCE TO THE GOVERNMENT IN AREAS SUCH AS FUNDING OF SCIENTIFIC EDUCATION OR RESEARCH OR THE IMPORTANCE OF MATHEMATICS; AND, (3) TO PROVIDE INFORMATION TO THE MEMBERSHIP AND THE WIDER MATHEMATICAL COMMUNITY ABOUT GOVERNMENT INITIATIVES AND POLICIES. THE AMS EDUCATES THE MATHEMATICAL COMMUNITY ABOUT THE GOVERNMENT AND THE VARIOUS GROUPS WITHIN THE GOVERNMENT. THE AMS LOBBIES REGARDING THE FUNDING LEVELS OF THE VARIOUS GOVERNMENTAL AGENCIES THAT SUPPORT THE MATHEMATICAL COMMUNITY, SUCH AS THE NATIONAL SCIENCE FOUNDATION. THE AMS HAS ALSO ENGAGED IN DIRECT LOBBYING REGARDING LEGISLATION AFFECTING MATHEMATICAL PUBLISHING. 190968207 8456099 21846207 7109972 214160541 223255884 9186303 -35312072 449656 5712252 190968207 199679860 785184 27865507 5074667 223255884 184902288 713742 19106783 5042953 199679860 150168146 1231233 38473082 4970173 184902288 0.85230 0.14770 0 0 441872 441872 10018560 8480354 1538206 6943673 6017718 925955 44030 44030 0 2906033 POST RETIREMENT BENEFIT OBLIGATION 4992147 LEASE LIABILITY 1350422 6342569 X 71199624 27969277 -304954 27664323 43535301 0 43535301 35400147 0 35400147 0 35400147 PART V, LINE 4: THE INCOME FROM ENDOWMENT FUNDS FROM DONORS IS USED FOR SPECIFIC PURPOSES, SUCH AS PRIZES, LECTURES, SCHOLARSHIPS, GRANTS AND OUTREACH PROJECTS. THE MAJORITY OF THE ENDOWMENT FUNDS ARE BOARD-DESIGNATED FUNDS. THESE FUNDS INCLUDE: (1) THE JOURNAL ARCHIVE FUND, WHICH PROVIDES FUNDING FOR THE SOCIETY TO CHANGE ITS ARCHIVAL FORMATTING OF ITS PUBLICATION WHEN REQUIRED IN THE FUTURE; (2) THE YOUNG SCHOLARS FUND, WHICH PROVIDES SUPPORT TO SUMMER MATH CAMPS FOR TALENTED YOUNG STUDENTS; (3) THE OPERATING SUPPORT FUND, WHICH SUPPORTS THE OPERATING ACTIVITIES OF THE SOCIETY; (4) THE ECONOMIC STABILIZATION FUND, WHICH IS A TRUE RESERVE FUND FOR THE SOCIETY TO USE SHOULD ECONOMIC EMERGENCIES ARISE; (5) THE BACKFILE DIGITIZATION FUND, WHICH PROVIDES FUNDS FOR THE DIGITIZATION OF THE SOCIETY'S BOOKS; (6)THE STRATEGIC PLANNING FUND, WHICH PROVIDES FUNDING FOR STRATEGIC PLANNING PROJECTS. PART X, LINE 2: THE SOCIETY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SOCIETY HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS TO CLASSIFY INCOME AS RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE SOCIETY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SOCIETY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SOCIETY'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT BENEFIT CHANGES -304,954. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 11999 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 10000 EUROPE 2 0 PROGRAM SERVICES SALES-MATH PUBLICATIONS 356046 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 5500 2 0 0 0 2 0 383545 0 383545 RESEARCH PRIZES EUROPE 6 10000 WIRE RESEARCH PRIZES EAST ASIA AND THE PACIFIC 3 11999 WIRE RESEARCH PRIZES NORTH AMERICA 1 5000 WIRE 0 0 0 0 0 1 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 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 RESEARCH RESULTS THAT HAVE ALREADY BEEN COMPLETED. PART I, LINE 3: THE ACCRUAL METHOD OF ACCOUNTING WAS USED FOR REPORTING AMOUNTS IN PART I. PART III ACCOUNTING METHOD: THE ACCRUAL METHOD OF ACCOUNTING WAS USED FOR REPORTING AMOUNTS IN PART III. 1 AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE 1200 NEW YORK AVENUE NW WASHINGTON DC 20005 530196568 501(C)(3) 13000 0 MASS MEDIA FELLOWSHIP SUPPORT BROWN UNIVERSITY 151 THAYER STREET PROVIDENCE RI 02912 050258809 501(C)(3) 6000 0 EPSILON FUND - ANNUAL SUPPORT FRIENDS OF THE INTERNATIONAL C/O AMERICAN MATHEMATICAL SOCIETY 201 CHARLES STREET PROVIDENCE RI 02904 263185549 501(C)(3) 40000 0 2023 BREAKOUT GRADUATE FELLOWSHIPS KANSAS STATE UNIVERSITY 1228 N 17TH STREET MANHATTAN KS 66506 480771751 501(C)(3) 11000 0 EPSILON FUND - ANNUAL SUPPORT MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501(C)(3) 11000 0 EPSILON FUND - ANNUAL SUPPORT & SIMONS GRANT MATH CIRCLES OF CHICAGO 2907 S WABASH 100B CHICAGO IL 60616 452071512 501(C)(3) 6000 0 EPSILON FUND - ANNUAL SUPPORT MATHEMATICAL STAIRCASE INC 231 W FRANKLIN STREET HOLYOKE MA 010403150 461813949 501(C)(3) 8600 0 EPSILON FUND - ANNUAL SUPPORT MONTANA STATE UNIVERSITY 328 MONTANA HALL PO BOX 172470 BOZEMAN MT 597172470 741109620 501(C)(3) 6000 0 EPSILON FUND - ANNUAL SUPPORT PROMYS FOUNDATION PO BOX 15502 BOSTON MA 02215 452917981 501(C)(3) 6000 0 EPSILON FUND - ANNUAL SUPPORT THE ART OF PROBLEM SOLVING INITIATIVE 55 EXCHANGE PLACE SUITE 603 NEW YORK NY 10005 201239616 501(C)(3) 11000 0 EPSILON FUND - ANNUAL SUPPORT THE BOARD OF TRUSTEES OFTHE UNIVERSITY OF ILLINOIS 506 S WRIGHT STREET 209 HAB MC-339 URBANA IL 61801 376000511 501(C)(3) 52600 0 CENTENNIAL RESEARCH FELLOWSHIP THE TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER PRINCETON NJ 08540 210634501 501(C)(3) 50000 0 CLAYTOR-GILMER FELLOWSHIP, EPSILON - ANNUAL SUPPORT & SIMONS GRANT TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 50000 0 2023-2024 CLAYTOR-GILMER FELL LUDOV UNIVERSITY OF PUERTO RICO MAYAQUEZ CAMPUS CALL BOX 9000 MAYAGUEZ PR 006819000 660433761 501(C)(3) 11000 0 EPSILON FUND - ANNUAL SUPPORT 14 RESEARCH PRIZES 40 119590 CONGRESSIONAL FELLOWSHIP 2 98284 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 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 RESEARCH RESULTS THAT HAVE ALREADY BEEN COMPLETED. X X X 0 0 0 0 0 0 0 1 0 CATHERINE ROBERTS EXECUTIVE DIRECTOR 237799 0 50000 0 63656 0 29363 0 25806 0 406624 0 0 0 LUCY R MADDOCK CHIEF FINANCIAL OFFICER 308575 0 0 0 1625 0 29351 0 1478 0 341029 0 0 0 ROBERT HARINGTON CHIEF PUBLISHING OFFICER 267796 0 0 0 4725 0 25215 0 393 0 298129 0 0 0 EDWARD DUNNE EXECUTIVE EDITOR, MATH REVIEWS 234722 0 0 0 2455 0 23301 0 32856 0 293334 0 0 0 KAREN SAXE SVP, GOVERNMENT RELATIONS 234417 0 0 0 0 0 22441 0 12603 0 269461 0 0 0 THOMAS BLYTHE CHIEF INFORMATION OFFICER 203813 0 0 0 1600 0 19286 0 27221 0 251920 0 0 0 EROL OZIL DIRECTOR, MR INFORMATION SYSTEMS 186274 0 0 0 7614 0 18750 0 15338 0 227976 0 0 0 SERGEI GELFAND PUBLISHER 174083 0 0 0 16002 0 16989 0 13322 0 220396 0 0 0 SHANNON REALL DIRECTOR OF INFORMATION TECHNOLOGY 157961 0 0 0 3810 0 15907 0 34674 0 212352 0 0 0 DOUGLAS ALLEN AVP, DEVELOPMENT 154029 0 0 0 0 0 14822 0 34268 0 203119 0 0 0 LEONA HARRIS DIR. OF EQUITY,DIVERSITY & INCLUSION 168930 0 800 0 0 0 15168 0 17475 0 202373 0 0 0 TORINA LEWIS ASSOCIATE EXECUTIVE DIRECTOR 153070 0 0 0 817 0 16557 0 12863 0 183307 0 0 0 NICOLA S POSER DIRECTOR, MARKETING & SALES 156738 0 0 0 513 0 15047 0 0 0 172298 0 0 0 DEAN CARLSON ASSOCIATE EDITOR 141550 0 0 0 1352 0 14232 0 12964 0 170098 0 0 0 PART I, LINE 7: FOR THE INDIVIDUALS WHO HAVE BONUSES LISTED, THESE ARE MERITORIOUS BONUSES REQUESTED BY MANAGERS. THESE ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR, CFO AND DIRECTOR OF HUMAN RESOURCES. X 2 162278 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CLASSES OF MEMBERS: ORDINARY, CONTRIBUTING, CORPORATE, AND INSTITUTIONAL. FORM 990, PART VI, SECTION A, LINE 7A THE INDIVIDUAL MEMBERSHIP ELECTS ALL BOARD MEMBERS, EXCEPT THE TREASURER AND ASSOCIATE TREASURER. THE TREASURER AND ASSOCIATE TREASURER SERVE WITH APPROVAL OF THE COUNCIL. A SECOND GOVERNING BODY, THE COUNCIL, HAS SOME MEMBERS THAT ARE ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY ONLY BE AMENDED ON RECOMMENDATION OF THE COUNCIL AND WITH THE APPROVAL OF THE MEMBERSHIP OF THE SOCIETY, SUCH APPROVAL CONSISTING OF AN AFFIRMATIVE VOTE BY TWO-THIRDS OF THE MEMBERS PRESENT AT A BUSINESS MEETING OR OF TWO-THIRDS OF THE MEMBERS VOTING IN A MAIL BALLOT IN WHICH AT LEAST TEN PERCENT OF THE MEMBERS VOTE, WHICHEVER ALTERNATIVE HAS BEEN DESIGNATED BY THE COUNCIL AND CARRIED OUT SUBJECT TO THE SPECIFIC PROCEDURES OUTLINED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE FISCAL DEPARTMENT AND THE SOCIETY'S TAX ADVISORS, CITRIN COOPERMAN ADVISORS. WHEN THE FINAL DRAFT IS PREPARED, IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR. AFTER THIS REVIEW, THE BOARD OF TRUSTEES IS ASKED TO REVIEW THE 990 ELECTRONICALLY BY ACCESSING A SECURE INTERNET SITE. THEY ARE GIVEN APPROXIMATELY THREE TO FIVE BUSINESS DAYS TO REVIEW THE DRAFT. AFTER RESPONDING TO ANY FEEDBACK FROM THE TRUSTEES, THE FILING IS MADE. FORM 990, PART VI, SECTION B, LINE 12C AMS OFFICERS, TRUSTEES, AND KEY EMPLOYEE, WHO ARE DEFINED AS INTERESTED PERSONS, ARE REQUIRED TO DISCLOSE ANNUALLY FINANCIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY SIGNING OFF ON THE CONFLICT OF INTEREST POLICY. THE AMS ADOPTED THIS POLICY IN NOVEMBER 2011 AND TRUSTEES SIGNED OFF ON THIS POLICY IN NOVEMBER. EACH NOVEMBER TRUSTEES AND KEY EMPLOYEES WILL BE ASKED TO AGAIN SIGN OFF ON THE POLICY AND DISCLOSE ANY POSSIBLE OR ACTUAL CONFLICTS. THE AMS DEFINES AN "INTERESTED PERSON" ACCORDING TO THE IRS DEFINITION, AND THEY ARE ANY DIRECTOR, PRINCIPAL OFFICER , OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. AN INTERESTED PERSON MUST DISCLOSE A FINANCIAL INTEREST, AS DEFINED BY THE IRS, THAT IS A POTENTIAL CONFLICT TO THE BOARD OF TRUSTEES OR COMMITTEE WHO WILL DECIDE IF A CONFLICT EXISTS. IF THE BOARD OF TRUSTEES OR COMMITTEE WITH BOARD-DELEGATED POWERS, EXCLUDING THE INTERESTED PERSON DECIDES THAT A CONFLICT EXISTS, ALTERNATIVE TRANSACTIONS OR ARRANGEMENTS MIGHT BE MADE AFTER INVESTIGATING IN ORDER TO AVOID THE CONFLICT. ALTERNATIVELY, DISINTERESTED PERSONS ON THE BOARD OF TRUSTEES OR COMMITTEE MAY DETERMINE THAT A TRANSACTION IS FAIR OR REASONABLE AND IN THE BEST INTERESTS OF THE ORGANIZATION. THE INTERESTED PERSON WHO HAS A CONFLICT MAY NOT VOTE ON MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST AND THEY MUST BE EXCLUDED FROM DISCUSSIONS OF MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEWS AND APPROVES WITH THE EXECUTIVE DIRECTOR THE PROCESS BY WHICH THE EXECUTIVE DIRECTOR ESTABLISHES THE SALARY AND BENEFITS OF THE CHIEF FINANCIAL OFFICER AND KEY EMPLOYEES FOR THE UPCOMING YEAR. INCLUDED IN THIS REVIEW IS COMPARISON DATA FROM COMPENSATION SURVEYS. WITH RESPECT TO THE EXECUTIVE DIRECTOR, THE BOARD IS GIVEN SALARY AND BENEFIT AMOUNTS APPROVED FOR THE CURRENT YEAR, AND PROFORMA AMOUNTS FOR THE UPCOMING YEAR. THE BOARD IS ALSO GIVEN COMPARISON DATA FROM COMPENSATION SURVEYS TO ASSIST WITH COMPENSATION DECISIONS FOR THE EXECUTIVE DIRECTOR. THE BOARD TAKES INTO CONSIDERATION THE INFORMATION PROVIDED BY STAFF AS WELL AS COMPENSATION SURVEYS AND PERFORMANCE IN SETTING HIS/HER COMPENSATION FOR THE FOLLOWING YEAR. ALL COMPENSATION SURVEYS USED FOR SETTING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES' SALARIES ARE FROM INDEPENDENT SOURCES, AND THEY ARE GATHERED BY A HUMAN RESOURCES PROFESSIONAL. THE BOARD DOCUMENTS THEIR PROCESS FOR SETTING THE SALARIES EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS ARE ON THE SOCIETY'S WEBSITE. THE ANNUAL REPORT OF THE TREASURER, INCLUDING THE FINANCIAL STATEMENT, IS PUBLISHED EACH YEAR IN THE SOCIETY'S PUBLICATION, NOTICES OF THE AMERICAN MATHEMATICAL SOCIETY. THESE PUBLICATIONS ARE AVAILABLE ON THE WEBSITE. FORM 990, PART VII, SECTION A, LINE 15: PROFESSOR BORIS HASSELBLATT, SECRETARY, IS EMPLOYED BY TUFTS UNIVERSITY. THE SOCIETY HAS AN AGREEMENT WITH THE UNIVERSITY TO REIMBURSE FOR HALF OF THE COMPENSATION PAID BY THE UNIVERSITY TO HIM SINCE HE WILL SPEND HALF OF HIS TIME PROVIDING SERVICES TO THE SOCIETY IN HIS ROLE AS SECRETARY. THE AMOUNTS SHOWN IN PART VII ARE EQUAL TO THE AMOUNTS PAID BY THE SOCIETY DURING 2022 WITH RESPECT TO THIS AGREEMENT EVEN THOUGH THEY WERE PAID TO THE UNIVERSITY RATHER THAN TO HIM DIRECTLY. FORM 990, PART XI, LINE 9: POST RETIREMENT BENEFIT CHANGES -304,954. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS OF THE ORGANIZATION'S AUDIT HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. MATHEMATICAL REVIEWS INC 416 FOURTH STREET ANN ARBOR MI 48103 382489014 INACTIVE MI 501(C)(3) LINE 10 AMERICAN MATHEMATICAL SOCIETY 1 INTERNATIONAL CONGRESS OF MATHEMATICIANS CO AMS 201 CHARLES STREET PROVIDENCE RI 02094 050405879 INACTIVE RI 501(C)(3) LINE 7 AMERICAN MATHEMATICAL SOCIETY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0