Nonprofit · EIN 05-0264797
AMERICAN MATHEMATICAL SOCIETY
Tax-exempt · PROVIDENCE, RI 02904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $39,854,863 | $38,014,330 | $1,840,533 | $285,510,668 | $23,056,822 | $262,453,846 |
| December 31, 2023 | 990 | $43,535,301 | $35,400,147 | $8,135,154 | $258,766,469 | $23,834,685 | $234,931,784 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,972,141
- of which government grants
- $879,126
- Membership dues
- $2,467,501
- Program service revenue
- $25,798,219
- Investment income
- $7,084,503
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $916,599
- Compensation of officers, directors and key employees
- $1,947,471
- Other salaries and wages
- $16,739,561
- Salaries, compensation and benefits (total)
- $23,959,685
- Professional fundraising fees
- $0
- Legal fees
- $255,968
- Accounting fees
- $104,412
- Occupancy
- $805,460
- Travel
- $3,306,315
- Depreciation
- $823,675
- Program services (functional)
- $32,657,986
- Management and general (functional)
- $4,573,534
- Fundraising (functional)
- $782,810
Balance sheet and other
- Total assets, start of year
- $258,766,469
- Total assets, end of year
- $285,510,668
- Total liabilities, end of year
- $23,056,822
- Net assets, end of year
- $262,453,846
- Land, buildings and equipment
- $2,867,823
- Publicly traded securities
- $257,126,920
- Net assets without donor restrictions
- $219,250,747
- Net assets with donor restrictions
- $43,203,099
- Gross receipts
- $39,854,863
- Employees
- 251
- Volunteers
- 638
- Year formed
- 1923
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUCY R MADDOCK | CHIEF FINANCIAL OFFICER Officer | 40 | $355,579 | $35,167 |
| ROBERT M HARINGTON | CHIEF PUBLISHING OFFICER Key employee | 40 | $277,568 | $26,833 |
| EDWARD DUNNE | EXECUTIVE EDITOR, MATH REVIEWS Key employee | 40 | $245,036 | $49,812 |
| KAREN SAXE | SVP, GOVERNMENT RELATIONS Key employee | 40 | $246,111 | $36,672 |
| EROL OZIL | DIRECTOR, MR INFORMATION SYSTEMS Key employee | 40 | $206,241 | $36,220 |
| JOHN E MEIER | CHIEF EXECUTIVE OFFICER Officer | 40 | $213,983 | $8,273 |
| SERGEI GELFAND | SENIOR ACQUISITIONS EDITOR Key employee | 40 | $180,117 | $29,858 |
| DOUGLAS H ALLEN | AVP, DEVELOPMENT Highest-paid employee | 40 | $151,962 | $52,065 |
| JEFFERY HOWLEY | DIR., IT SOFTWARE ENGINEERING Highest-paid employee | 40 | $154,824 | $31,284 |
| DEAN CARLSON | ASSOCIATE EDITOR Highest-paid employee | 40 | $158,590 | $27,502 |
| NICOLA S POSER | DIRECTOR, MARKETING & SALES Highest-paid employee | 40 | $166,316 | $16,762 |
| KRISTEN S OSTERHOUT | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $152,724 | $15,598 |
| BRYNA KRA | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| DOUGLAS ULMER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BORIS HASSELBLATT | SECRETARY Trustee or director, Officer | 25 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA CHEN | ASSOCIATE TREASURER Trustee or director, Officer | 2 | $0 |
| JENNIFER TABACK | CHAIR Trustee or director, Officer | 2 | $0 |
| JONATHAN MATTINGLY | TRUSTEE Trustee or director | 2 | $0 |
| DAVID MORRISON | TRUSTEE Trustee or director | 2 | $0 |
| JOSEPH H SILVERMAN | TRUSTEE Trustee or director | 2 | $0 |
| JUDY L WALKER | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE ROBERTS | EXECUTIVE DIRECTOR Officer | 40 | $351,455 | $55,169 |
| LUCY R MADDOCK | CHIEF FINANCIAL OFFICER Officer | 40 | $310,200 | $30,829 |
| ROBERT HARINGTON | CHIEF PUBLISHING OFFICER Key employee | 40 | $272,521 | $25,608 |
| EDWARD DUNNE | EXECUTIVE EDITOR, MATH REVIEWS Key employee | 40 | $237,177 | $56,157 |
| KAREN SAXE | SVP, GOVERNMENT RELATIONS Key employee | 40 | $234,417 | $35,044 |
| THOMAS BLYTHE | CHIEF INFORMATION OFFICER Key employee | 40 | $205,413 | $46,507 |
| EROL OZIL | DIRECTOR, MR INFORMATION SYSTEMS Key employee | 40 | $193,888 | $34,088 |
| SERGEI GELFAND | PUBLISHER Key employee | 40 | $190,085 | $30,311 |
| SHANNON REALL | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $161,771 | $50,581 |
| DOUGLAS ALLEN | AVP, DEVELOPMENT Highest-paid employee | 40 | $154,029 | $49,090 |
| LEONA HARRIS | DIR. OF EQUITY,DIVERSITY & INCLUSION Highest-paid employee | 40 | $169,730 | $32,643 |
| TORINA LEWIS | ASSOCIATE EXECUTIVE DIRECTOR Key employee | 40 | $153,887 | $29,420 |
| NICOLA S POSER | DIRECTOR, MARKETING & SALES Highest-paid employee | 40 | $157,251 | $15,047 |
| DEAN CARLSON | ASSOCIATE EDITOR Highest-paid employee | 40 | $142,902 | $27,196 |
| PROFESSOR BRYNA KRA | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| PROFESSOR DOUGLAS L ULMER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PROFESSOR BORIS HASSELBLATT | SECRETARY Trustee or director, Officer | 25 | $0 | $0 |
| PROFESSOR LINDA CHEN | ASSOCIATE TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PROFESSOR RUTH M CHARNEY | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| PROFESSOR JOSEPH SILVERMAN | CHAIR AND TRUSTEE Trustee or director | 2 | $0 | $0 |
| PROFESSOR MATTHEW ANDO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PROFESSOR JENNIFER TABACK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PROFESSOR DAVID R MORRISON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PROFESSOR JUDY L WALKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 CHARLES ST, PROVIDENCE, RI 02904-2213
- Principal officer (990 for 2024)
- LUCY R MADDOCK, 201 CHARLES STREET, PROVIDENCE, RI 02904
- Signed the 990
- LUCY R MADDOCK, CFO
- Phone
- (401) 455-4000
- Website
- WWW.AMS.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
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.
Program accomplishments
- 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 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 2024, THE AMS PUBLISHED 25,272 PAGES OF NEW MATERIAL IN 61 NEW BOOKS. AMS JOURNALS AND OTHER PUBLICATIONS INCLUDED 35,350 PAGES OF PUBLISHED MATERIAL.Expenses $23,631,201 · revenue $19,203,436
- 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 26,200 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 212 INDIVIDUALS AND ORGANIZATIONS, TOTALING MORE THAN $781,000. THE SOCIETY ALSO RECEIVED FUNDING FROM INDIVIDUALS, FOUNDATIONS, AND FEDERAL GRANTS TO FUND EXPENSES FOR APPROXIMATELY 670 MATHEMATICIANS TO ENGAGE IN MATHEMATICAL RESEARCH AND COLLABORATION.Expenses $6,225,345 · grants $916,599 · revenue $4,687,430
- 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 2024, THE JOINT MATHEMATICS MEETING WAS HELD IN JANUARY AND 5,214 PARTICIPANTS ATTENDED.Expenses $2,801,440 · revenue $1,907,353
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 05-0264797
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1927
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U030)
- Assets (IRS master file)
- $285,510,668
- Income (IRS master file)
- $39,854,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $39,854,863 | $38,014,330 | $285,510,668 | XML |
| 990 | December 2023 | $43,535,301 | $35,400,147 | $258,766,469 | XML |
| 990 | December 2022 | $32,815,444 | $32,644,156 | $222,625,287 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-0264797).
Questions about AMERICAN MATHEMATICAL SOCIETY
- What is the EIN of AMERICAN MATHEMATICAL SOCIETY?
- The employer identification number (EIN) of AMERICAN MATHEMATICAL SOCIETY is 05-0264797.
- Is AMERICAN MATHEMATICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1927.
- Are donations to AMERICAN MATHEMATICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN MATHEMATICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN MATHEMATICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN MATHEMATICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AMERICAN MATHEMATICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names LUCY R MADDOCK.
- Who are the officers and directors of AMERICAN MATHEMATICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 21 people; 12 received compensation from the organization, the highest $355,579 (LUCY R MADDOCK, CHIEF FINANCIAL OFFICER).
- How much revenue does AMERICAN MATHEMATICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $39,854,863, expenses of $38,014,330 and total assets of $285,510,668 at year end.
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