2023-11-14T16:15:29-06:00 2022-12-31 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DR SUITE 1600 CHICAGO IL 60611 990 2022-01-01 726019246 AMERICAN ORNITHOLOGICAL SOCIETY AMER 3126657936 1400 S LAKE SHORE DRIVE CHICAGO IL 60605 JUDITH C SCARL EXECUTIVE DIRECTOR 3126657936 2023-11-10 1 JUDITH SCARL 999009999 0 JAMES G QUAID P00641738 3126707444 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JUDITH C SCARL 1400 S LAKE SHORE DRIVE CHICAGO IL 60605 2004328 0 X WWW.AMERICANORNITHOLOGY.ORG X 1883 DC ADVANCING THE SCIENTIFIC KNOWLEDGE AND CONSERVATION OF BIRDS 21 20 7 350 1606 606 406572 258071 114199 530146 428812 439298 174168 119936 1123751 1347451 176811 299884 0 0 621655 603314 0 0 4678 366831 656871 1165297 1560069 -41546 -212618 31596243 24614247 722246 556003 30873997 24058244 X THE AMERICAN ORNITHOLOGICAL SOCIETY (AOS) IS AN INTERNATIONAL MEMBERSHIP ORGANIZATION DEVOTED TO ADVANCING THE SCIENTIFIC UNDERSTANDING OF BIRDS, ENRICHING ORNITHOLOGY AS A PROFESSION, AND PROMOTING A RIGOROUS SCIENTIFIC BASIS FOR THE CONSERVATION OF BIRDS. THE AOS PRODUCES SCIENTIFIC PUBLICATIONS OF THE HIGHEST QUALITY, HOSTS INTELLECTUALLY ENGAGING AND PROFESSIONALLY VITAL MEETINGS, SERVES ORNITHOLOGISTS AT EVERY CAREER STAGE, PURSUES A GLOBAL PERSPECTIVE, AND INFORMS PUBLIC POLICY ON ALL ISSUES IMPORTANT TO ORNITHOLOGY AND ORNITHOLOGICAL COLLECTIONS. 0 0 183952 77584 AOS PUBLISHES THE JOURNALS ORNITHOLOGY, AND ORNITHOLOGICAL APPLICATIONS,' BOTH INTERNATIONAL, PEER-REVIEWED JOURNALS. IN THESE JOURNALS, AUTHORS PRESENT THEIR ORIGINAL RESEARCH AND SCHOLARSHIP THAT ADVANCES THE FUNDAMENTAL SCIENTIFIC KNOWLEDGE OF BIRD SPECIES AND CONTRIBUTES TO THE UNDERSTANDING OF BROAD BIOLOGICAL CONCEPTS THROUGH STUDIES OF BIRD SPECIES. THE SOCIETY ENDEAVORS TO PUBLISH ORIGINAL WORKS THAT INTRODUCE OR EMPLOY INNOVATIVE EMPIRICAL AND THEORETICAL APPROACHES AND ANALYSES, APPLIED RESEARCH AND METHODOLOGY, AND DISCIPLINARY REVIEWS. 449979 450956 THE AOS HOSTS AN INTELLECTUALLY ENGAGING AND VITAL ANNUAL MEETING THAT PROVIDES OPPORTUNITIES FOR THE DYNAMIC EXCHANGE OF SCIENTIFIC IDEAS AMONG STUDENTS AND PROFESSIONALS IN THE FIELD OF ORNITHOLOGY. THE AOS PERIODICALLY HOLDS JOINT CONFERENCES IN ASSOCIATION WITH OTHER SCIENTIFIC SOCIETIES DEDICATED TO ADVANCING THE ORNITHOLOGICAL SCIENCES. 315608 299884 THE AOS CONFERS SIGNIFICANT RESEARCH GRANTS AND PRESTIGIOUS AWARDS TO ITS MEMBERS IN RECOGNITION AND SUPPORT OF EXCELLENCE IN ORNITHOLOGY. RESEARCH GRANTS SUPPORT STUDENT AND POST-DOCTORAL RESEARCH ACROSS A RANGE OF ORNITHOLOGICAL DISCIPLINES, INCLUDING CONSERVATION, WHILE ACHIEVEMENT AWARDS SERVE TO HIGHLIGHT AND HONOR EXCELLENCE IN ORNITHOLOGY BY STUDENTS, EARLY PROFESSIONALS, AND SENIOR SCIENTISTS ACROSS ACADEMIA, GOVERNMENT, NONPROFITS, AND THE PRIVATE SECTOR WORKING ACROSS THE GLOBE. 264216 AOS IS A MEMBERSHIP-BASED PROFESSIONAL ORGANIZATION THAT SERVES A DIVERSE INTERNATIONAL MEMBERSHIP THROUGH A VARIETY OF PROGRAMS. AOS OFFERS VARIED BENEFITS, RESOURCES AND SUPPORT TO MEMBERS THROUGH A CLOUD-BASED MEMBERSHIP DATABASE AND MEMBER PORTAL 264216 1213755 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 55 0 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL CA X X JUDITH C SCARL 3126657936 1400 S LAKE SHORE DRIVE CHICAGO IL 60605 COLLEEN HANDEL PRESIDENT 3.00 X X 0 0 0 SARA R MORRIS PRESIDENT-ELECT 3.00 X X 0 0 0 SUSHMA REDDY SECRETARY 3.00 X X 0 0 0 MATTHEW CARLING TREASURER 3.00 X X 0 0 0 CHRISTOPHER BALAKRISHNAN DIRECTOR 1.00 X 0 0 0 W ALICE BOYLE DIRECTOR 1.00 X 0 0 0 CARLOS DANIEL CADENA DIRECTOR 1.00 X 0 0 0 NANCY CHEN DIRECTOR 1.00 X 0 0 0 EMILY B COHEN DIRECTOR 1.00 X 0 0 0 COURTNEY J CONWAY DIRECTOR 1.00 X 0 0 0 DAN MENNILL DIRECTOR 1.00 X 0 0 0 JUAN FRANCISCO ORNELAS DIRECTOR 1.00 X 0 0 0 ALLISON SHULTZ DIRECTOR 1.00 X 1500 0 0 DAIZABURO SHIZUKA DIRECTOR 1.00 X 0 0 0 MORGAN W TINGLEY DIRECTOR 1.00 X 0 0 0 JENNIFER WALSH DIRECTOR 1.00 X 0 0 0 TERESA PEGAN DIRECTOR 1.00 X 580 0 0 OLIVIA WANG DIRECTOR 1.00 X 0 0 0 STEVEN R BEISSINGER PAST PRESIDENT 1.00 X 0 0 0 KATHY MARTIN PAST PRESIDENT 1.00 X 0 0 0 MICHAEL S WEBSTER PAST PRESIDENT 1.00 X 0 0 0 LAURYN BENEDICT DIRECTOR - TERM 1.00 X 0 0 0 SARA KAISER DIRECTOR - TERM 1.00 X 0 0 0 ERICA NOL DIRECTOR - TERM 1.00 X 0 0 0 KRISTEN RUEGG DIRECTOR - TERM 1.00 X 0 0 0 REGINA H F MACEDO DIRECTOR - TERM 1.00 X 0 0 0 ANDREW W JONES SECRETARY - TERM 3.00 X X 0 0 0 SCOTT M LANYON PAST PRESIDENT - TERM 1.00 X 0 0 0 MARTIN RAPHAEL PAST PRESIDENT - TERM 1.00 X 0 0 0 JUDITH SCARL EXECUTIVE DIRECTOR 40.00 X 151200 0 4536 153280 0 4536 1 0 1 0 0 123548 134523 258071 ANNUAL MEETING 900099 450956 450956 PUBLICATIONS 513120 79190 77584 1606 530146 397925 397925 119936 119936 698250 656877 41373 41373 41373 1347451 528540 1606 559234 60635 60635 202185 202185 37064 37064 155736 46067 106103 3566 366208 275052 90605 551 9472 6815 2634 23 28440 21467 6824 149 43458 27556 15576 326 21526 1040 20486 56035 56035 18794 11761 7033 43935 34832 9072 31 67454 57709 9745 31226 28120 3106 338563 338171 392 11605 11605 1699 1099 592 8 5245 3393 1828 24 PUBLISHING 60789 60789 1560069 1213755 341636 4678 218620 225828 15000 114325 335028 150726 133042 89926 45544 39495 4954 6049 30501778 23726664 387821 300729 31596243 24614247 20149 22125 702097 533878 722246 556003 X 14043757 10899393 16830240 13158851 30873997 24058244 31596243 24614247 -212618 -6603135 0 X 0 1 X 1 0 X 234860 279484 219047 181750 258071 1173212 234860 279484 219047 181750 258071 1173212 1173212 367697 514972 504401 602307 517861 2507238 1606 1606 13000 447 673 14120 3696176 1955930 0.31740 0.32620 X THE AMERICAN ORNITHOLOGICAL SOCIETY (AOS) RECEIVES A SUBSTANTIAL AMOUNT OF SUPPORT FROM A COMBINATION OF GOVERNMENT AGENCIES AND CONTRIBUTIONS FROM THE GENERAL PUBLIC, VIA BOTH DIRECT AND INDIRECT CONTRIBUTIONS. IN 2022, THE AOS RECEIVED 31.74% OF ITS SUPPORT FROM GOVERNMENT AND PUBLIC SOURCES. THE AOS IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE FACTS AND CIRCUMSTANCES THAT AOS IS PUBLICLY FUNDED ARE BASED ON AOS FUNDING, POLICIES, PUBLICATIONS, PROGRAMS, AND MEMBERSHIP. ORGANIZED IN 1883, AND INCORPORATED IN 1888, THE AOS' INVESTMENT HOLDINGS ORIGINATE FROM CONTRIBUTIONS FROM MULTIPLE AND VARIED MEMBERS OF THE GENERAL PUBLIC, INCLUDING THOUSANDS OF INDIVIDUAL DONORS WITH AN INTEREST IN ORNITHOLOGY, AND LIFE MEMBERSHIP DUES FROM OUR 510 LIFE MEMBERS. THESE ENDOWMENT HOLDINGS CONTRIBUTE SUBSTANTIAL FUNDING EACH YEAR TO SUPPORT AOS' OPERATIONS AND PROGRAM DELIVERY THAT APPEAL TO BROAD AUDIENCES OF INDIVIDUALS AND INTERESTS. THE AOS IS A MEMBER ORGANIZATION WITH CONSISTENT MEMBER NUMBERS BETWEEN 2500 AND 3000 MEMBERS ANNUALLY, AND A ROBUST MEMBERSHIP OF 2820 IN 2022. WE ATTRACT NEW MEMBERS EACH YEAR, WITH 435 NEW MEMBERS IN 2022, 15.4% PERCENT OF OUR TOTAL 2022 MEMBERSHIP. OUR ROBUST PROGRAMS TO SUPPORT STUDENT MEMBERSHIPS ENSURE THAT WE ATTRACT NEW MEMBERS AS INDIVIDUALS BEGIN CAREERS IN THE ORNITHOLOGICAL FIELD. IN ADDITION, AOS'S ANNUAL SCIENTIFIC CONFERENCES, WHICH ATTRACT ~800 INDIVIDUALS FROM AROUND THE WORLD, ALSO ATTRACT INCREASING AMOUNTS OF PUBLIC SUPPORT AND SPONSORSHIP. IN 2022, OUR ANNUAL MEETING ATTRACTED $137,700 OF SPONSORSHIP DOLLARS FROM FEDERAL AND LOCAL GOVERNMENTS AND OTHER NON-PROFIT ORGANIZATIONS, COMPARED TO $33,250 IN 2021. IN 2022 AND 2023, THE AOS FOCUSED ON MULTIPLE PLANNING EFFORTS, THE IMPLEMENTATION OF WHICH WILL CONTINUE TO ATTRACT PUBLIC SUPPORT. IN 2021 AND 2022, THE AOS DEVELOPED A DIVERSITY, EQUITY, INCLUSION, BELONGING AND JUSTICE (DEIBJ) ACTION PLAN THAT IS NOW REFLECTED IN OUR NEW 2023 STRATEGIC PLAN. OUR DEIBJ PLAN WILL HELP TO PROVIDE A MORE INCLUSIVE AND WELCOMING COMMUNITY THAT SUPPORTS SCIENTISTS OF ALL BACKGROUNDS AND IDENTITIES. IN ADDITION TO ATTRACTING NEW MEMBERS AND INDIVIDUAL DONORS, THESE EFFORTS ALLOW US TO ATTRACT ADDITIONAL SOURCES OF GOVERNMENT SUPPORT; THE AOS WAS THE RECIPIENT OF TWO SIGNIFICANT FEDERAL SUBAWARDS IN 2022 AND 2023 AIMED AT EXPANDING SCIENTIFIC ACCESS THROUGH SUPPORT OF DIVERSE PEOPLE GROUPS. A NEW STRATEGIC INITIATIVE LAUNCHED IN LATE 2023, TO CHANGE ENGLISH COMMON NAMES OF BIRDS NAMED AFTER PEOPLE, WILL ATTRACT SIGNIFICANT SUPPORT IN 2024 AND FOR SEVERAL YEARS AFTER THAT, FROM A MORE DIVERSE SEGMENT OF THE PUBLIC. AOS GOVERNING BODY (COUNCIL) IS ELECTED BY OUR BROAD AND DIVERSE MEMBERSHIP, ACCORDING TO THE AOS'S BYLAWS. COUNCILORS ARE GENERALLY INDIVIDUALS WHO ARE EMPLOYED BY ACADEMIC INSTITUTIONS, NON-PROFIT ORGANIZATIONS, OR GOVERNMENT AGENCIES, AND THEY HAVE SPECIALIZED KNOWLEDGE AND EXPERTISE WITHIN THE FIELD OF ORNITHOLOGY. THE GOVERNING BODY REPRESENTS THE BROAD INTEREST OF OUR BROAD AND DIVERSE MEMBERSHIP. THE AOS PROVIDES SERVICES WIDELY USED BY COLLEGES, UNIVERSITIES, GOVERNMENT EMPLOYEES, AND MEMBERS OF THE GENERAL PUBLIC OR INVITES PUBLIC PARTICIPATION IN PROGRAMS AND POLICIES. THE AOS PUBLISHES TWO SCHOLARLY JOURNALS, ORNITHOLOGY AND ORNITHOLOGICAL APPLICATIONS. THESE PUBLICATIONS, RESPECTIVELY, PUBLISH ORIGINAL RESEARCH THAT TEST FUNDAMENTAL, SCIENTIFIC HYPOTHESES THROUGH ORNITHOLOGICAL STUDIES AND ADVANCE THE UNDERSTANDING OF LIVING OR EXTINCT BIRD SPECIES AND PUBLISH ORIGINAL RESEARCH, SYNTHESES, AND ASSESSMENTS FROM ALL PARTS OF THE GLOBE FOCUSING ON THE APPLICATION OF THE SCIENTIFIC THEORY, ORNITHOLOGICAL KNOWLEDGE AND METHODS TO THE CONSERVATION AND MANAGEMENT OF BIRDS, AND TO POLICY. UNIVERSITIES AND INSTITUTIONS ARE MAJOR SUBSCRIBERS OF THE JOURNALS. AFTER ONE YEAR, ALL ARTICLES ARE FREELY AVAILABLE TO THE PUBLIC. THE AOS FURTHER ENGAGES THE PUBLIC THROUGH OUR PRODUCTION OF THE CHECKLIST OF NORTH AND MIDDLE AMERICAN BIRDS, WHICH PROVIDES THE TAXONOMIC AND NOMENCLATURAL FOUNDATION FOR BIRD RESEARCH, CONSERVATION, AND EDUCATION IN NORTH AND MIDDLE AMERICA, AND THE CHECKLIST OF SOUTH AMERICAN BIRDS, WHICH SERVES A SIMILAR PURPOSE IN SOUTH AMERICA. CHECKLISTS PROVIDE THE SCIENTIFIC TAXONOMIC NAMES OF SPECIES AS WELL AS THEIR COMMON NAMES. THESE NAMES ARE USED BY MILLIONS OF PEOPLE GLOBALLY, FROM PROFESSIONAL ORNITHOLOGISTS, TO CASUAL BIRDWATCHERS, TO LAND MANAGERS, TO BOOK AUTHORS. THE AOS COUNCIL ANNOUNCED A COMMITMENT IN NOVEMBER 2023 TO CHANGE ALL ENGLISH LANGUAGE NAMES OF BIRDS WITHIN ITS GEOGRAPHIC JURISDICTION THAT ARE NAMED DIRECTLY AFTER PEOPLE, AND TO ENGAGE THE PUBLIC IN COMING UP WITH NEW, DESCRIPTIVE NAMES FOR THESE SPECIES. THIS INITIATIVE, WHICH WILL LAUNCH IN 2024, WILL ENSURE EVEN MORE BROAD AND CREATIVE PUBLIC ENGAGEMENT WITH THE AOS AND ITS PROGRAMS IN THE FUTURE. THE AOS IS THE LARGEST PROFESSIONAL ORNITHOLOGICAL SOCIETY IN THE WESTERN HEMISPHERE AND ATTRACTS A SIGNIFICANT PERCENTAGE OF US-BASED ORNITHOLOGISTS, AS WELL AS ORNITHOLOGISTS FROM ACROSS THE GLOBE. AS A MEMBER ORGANIZATION, THE AOS SEEKS TO ENROLL A SUBSTANTIAL NUMBER OF INDIVIDUALS THROUGHOUT THE ORNITHOLOGICAL COMMUNITY. OUR MEMBERSHIP RATES ARE DESIGNED TO MAKE MEMBERSHIP ACCESSIBLE TO A BROAD RANGE OF SCIENTISTS ACROSS CAREER STAGES, INSTITUTIONS, AND GEOGRAPHIES. THE AOS' GOVERNING BODY AND MEMBERSHIP COMMITTEE REGULARLY EVALUATE MEMBER BENEFITS, BARRIERS TO MEMBERSHIP AND MAKE RECOMMENDATIONS AND SUGGESTIONS FOR WAYS TO IMPROVEMENTS, WHEN DEEMED NECESSARY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30501778 102808 -6076745 -801177 23726664 26345850 162490 4669570 676132 30501778 22261870 7753 4524844 448617 26345850 18319191 39366 4493928 590615 22261870 18858835 832277 -896359 475562 18319191 0.45807 0.02075 0.52118 0 0 4478 4478 0 41066 35017 6049 6049 X -5255684 -6603135 -6603135 1347451 0 1347451 1560069 0 1560069 0 1560069 PART V, LINE 4: TO PROVIDE GRANTS FOR RESEARCH AND EDUCATION IN THE FIELD OF ORNITHOLOGY. PART X, LINE 2: AOS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT FOR ANY UNRELATED BUSINESS INCOME. AOS HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS DETERMINED THAT AOS WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 8434 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 5820 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING 2660 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 3000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 1650 SOUTH ASIA 0 0 GRANTMAKING 15500 0 0 0 0 0 0 37064 0 37064 SOUTH ASIA KESSEL FELLOWSHIP FOR EARLY CAREER SCIENTISTS PROVIDING TWO YEARS OF SUPPORT FOR THE FULL RANGE OF ORNITHOLOGICAL RESEARCH AS DESCRIBED IN THEIR APPLICATION 15000 WIRE TRANSFER 0 1 STUDENT TRAVEL GRANTS SUPPORT ANNUAL MEETING ATTENDANCE FOR STUDENT MEMBERS CENTRAL AMERICA AND THE CARIBBEAN 3 3000 CHECK MARGARET MORSE NICE AWARDS SUPPORT THE GRADUATE STUDENT AOS MEMBERS BASED ON THE QUALITY OF RESEARCH AS DESCRIBED IN THEIR APPLICATION. EAST ASIA AND THE PACIFIC 1 1650 CHECK RESEARCH AWARDS SUPPORTING STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICATION EUROPE (INCLUDING ICELAND AND GREENLAND) 1 1718 CHECK WERNER AND HILDEGARD HESSE RESEARCH AWARDS SUPPORT GRADUATE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICATION EUROPE (INCLUDING ICELAND AND GREENLAND) 1 941 CHECK STUDENT TRAVEL GRANTS SUPPORT ANNUAL MEETING ATTENDANCE FOR STUDENT MEMBERS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 7 4640 CHECK CAREGIVER GRANTS WHICH ENABLE MEMBER ATTENDANCE AT AOS ANNUAL MEETING BY DEFRAYING DEPENDENT CAREGIVING COSTS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 1125 CHECK WILLIAM BREWSTER MEMORIAL AWARD WHICH RECOGNIZES THE MOST MERITORIOUS BODY OF WORK ON THE BIRDS OF THE WESTERN HEMISPHERE PUBLISHED DURING THE PAST 10 YEARS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 1000 CHECK RESEARCH AWARDS SUPPORTING THE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THEIR RESEARCH AS DESCRIBED IN THEIR APPLICATION. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 1670 CHECK STUDENT TRAVEL GRANTS SUPPORT ANNUAL MEETING ATTENDANCE FOR STUDENT MEMBERS SOUTH AMERICA 4 3320 CHECK RESEARCH AWARDS SUPPORTING THE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THEIR RESEARCH AS DESCRIBED IN THEIR APPLICATION. SOUTH AMERICA 1 2500 CHECK STUDENT TRAVEL GRANTS SUPPORT ANNUAL MEETING ATTENDANCE FOR STUDENT MEMBERS SOUTH ASIA 1 500 CHECK 0 0 0 0 0 0 PART I, LINE 2: THE AOS MANAGES ITS AWARD COMPETITIONS THROUGH ITS ASSOCIATION MANAGEMENT SYSTEM. COMMITTEES APPOINTED BY THE PRESIDENT OF THE SOCIETY REVIEW APPLICATIONS AND RECOMMEND AWARDS. AOS MAINTAINS A LIST OF INDIVIDUALS WHO APPLIED FOR EACH AWARD, THE AMOUNT OF EACH AWARD, THE SELECTION CRITERIA USED TO DETERMINE WHO RECEIVED THE AWARD, AND THE LIST OF THE GRANTEES. THE LIST OF GRANTEES ARE POSTED ON THE WEBSITE AMERICANORNITHOLOGY.ORG. PART III ACCOUNTING METHOD: 1 UNIVERSITY OF FLORIDA PO BOX 113201 SUITE 1250 EAST CAMPUS OFFICE BLDG GAINESVILLE FL 32611 596002052 7500 0 PRIORITY PROJECT RESEARCH AWARD SUPPORTING EMERGING SCIENCE. SMITHSONIAN INSTITUTION 1000 JEFFERSON DR SW WASHINGTON DC 20560 530206027 15000 0 KESSEL FELLOWSHIP FOR EARLY CAREER SCIENTISTS PROVIDE UP TO TWO YEARS OF SUPPORT FOR THE FULL RANGE OF ORNITHOLOGICAL RESEARCH AS DESCRIBED IN THEIR APPLICATION. 2 ALEXANDER WETMORE MEMORIAL RESEARCH AWARDS SUPPORT GRADUATE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICTION 5 11649 AOS STUDENT PRESENTATION AWARDS TO STUDENT AOS MEMBERS BASED ON THE QUALITY OF THEIR RESEARCH PRESENTED AT THE ANNUAL MEETING 7 3500 BAROODY STUDENT PRESENTATION AWARD TO STUDENT AOS MEMBER WITH BEST PRESENTATION IN ANY TOPIC IN ORNITHOLOGY 1 500 COUES AWARD TO A SENIOR PROFESSIONAL AWARD HONORING SIGNIFICANT CONTRIBUTION TO ORNITHOLOGY 2 2000 FLORENCE MERRIAM BAILEY AWARD RECOGNIZES AN OUTSTANDING ARTICLE PUBLISHED IN THE PRECEEDING TWO YEARS BY AN EARLY CAREER MEMBER IN AN AOS JOURNAL 1 1500 JAMES G COOPER EARLY PROFESSIONAL AWARD RECOGNIZES EARLY CAREER RESERCHERS FOR OUTSTANDING CONTRIBUTIONS TO THE FIELD OF ORNITHOLOGY 1 1500 JENKINSON AND STETTENHEIM SERVICE PROFESSIONAL AWARD HONORING SIGNIFICANT SERVICE TO AOS 1 1000 JOSSELYN VAN TYNE MEMORIAL RESEARCH AWARDS SUPPORT GRADUATE STUDENT AOS MEMBERS IN ALL AREA OF AVIAN BIOLOGY 1 2445 MARK E HAUBER AWARD TO STUDENT AOS MEMBER WITH BEST PRESENTATION ON AVIAN BEHAVIOR 2 1000 NED K JOHNSON EARLY INVESTIGATOR AWARD RECOGNIZES PROMISING WORK BY A RESEARCH IN ANY FIELD OF ORNITHOLOGY 2 3000 SCHREIBER CONSERVATION AWARD HONOR EXTRAORDINARY SCIENTIFIC CONTRIBUTIONS TO THE CONSERVATION, RESTORATION, OR PRESERVATION OF BIRDS AND/OR THEIR HABITATS BY AN INDIVIDUAL OR SMALL TEAM 3 2000 MARGARET MORSE NICE AWARDS SUPPORT GRADUATE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICATION 1 1350 MEWALDTKING MEMORIAL RESEARCH AWARDS SUPPORT GRADUATE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICATION 1 1300 GRINNELL MEMORIAL RESEARCH AWARDS SUPPORT GRADUATE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICATION 1 2500 RESEARCH AWARDS SUPPORTING STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICATION 15 38033 BRINA KESSEL AWARD TO THE PRIMARY AUTHOR OF AN OUTSTANDING PAPER PUBLISHED IN ORNITHOLOGY 1 1500 LOYE AND ALDEN MILLER AWARD TO A SENIOR PROFESSONAL 1 1000 WILLIAM BREWSTER MEMORIAL AWARD RECOGNIZES THE MOST MERITORIOUS BODY OF WORK ON BIRDS OF THE WESTERN HEMISPHERE PUBLISHED DURING THE PAST TEN YEARS 1 1000 WERNER AND HILDEGARD HESSE RESEARCH AWARDS SUPPORT GRADUATE STUDENT AOS MEMBERS BASED ON THE QUALITY OF THE RESEARCH AS DESCRIBED IN THEIR APPLICATION 1 2420 WESLEY LANYON AWARD RECOGNIZES THE EARLY CAREER ORNITHOLOGIST WHO AUTHORS THE BEST INTEGRATIVE PAPER ON AVIAN SCIENCE IN EITHER OF THE TWO AOS JOURNALS 1 1000 CAREGIVER GRANTS ENABLE MEMBER ATTENDANCE AT AOS ANNUAL MEETING BY DEFRAYING DEPENDENT CAREGIVING COSTS 9 8186 STUDENT TRAVEL GRANTS SUPPORT ANNUAL MEETING ATTENDANCE FOR STUDENT MEMBERS 81 55195 TRAVEL GRANTS TO SUPPORT MEETING ATTENDANCE BY INDIVIDUALS FROM UNDERREPRESENTED GROUPS OR THOSE WHO ARE FROM, RESIDE OR STUDY IN LATIN AMERICA OR THE CARIBBEAN 66 58607 PART I, LINE 2: THE AOS MANAGES ITS AWARD COMPETITIONS THROUGH ITS ASSOCIATION MANAGEMENT SYSTEM. COMMITTEES APPOINTED BY THE PRESIDENT OF THE SOCIETY REVIEW APPLICATIONS AND RECOMMEND AWARDS. AOS MAINTAINS A LIST OF INDIVIDUALS WHO APPLIED FOR EACH AWARD, THE AMOUNT OF EACH AWARD, THE SELECTION CRITERIA USED TO DETERMINE WHO RECEIVED THE AWARD, AND THE LIST OF THE GRANTEES. THE LIST OF GRANTEES ARE POSTED ON THE WEBSITE AMERICANORNITHOLOGY.ORG. X X X 0 0 0 0 0 0 0 0 0 JUDITH SCARL EXECUTIVE DIRECTOR 143500 0 2000 0 5700 0 4536 0 0 0 155736 0 0 0 CHRISTINE SCHMIDT FAMILY MEMBER OF COLLEEN HANDEL, PRESIDENT 72500 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED DURING THE YEAR TO INCLUDE THE FOLLOWING LANGUAGE: ONE ELECTIVE STUDENT COUNCILOR SHALL BE ELECTED ANNUALLY. ELECTIVE STUDENT COUNCILORS SHALL SERVE FOR TERMS OF APPROXIMATELY TWO YEARS, BEGINNING AT THE CLOSE OF THE NEXT STATED MEETING FOLLOWING THEIR ELECTION AND ENDING AT THE CLOSE OF THE SECOND STATED MEETING THEREAFTER. IF ONE OR MORE VACANCIES ARISE, A CORRESPONDING NUMBER OF ELECTIVE STUDENT COUNCILORS SHALL BE ELECTED DURING THE NEXT ELECTION TO FILL THE UNEXPIRED TERM(S). TRANSITION PROVISION. DURING THE FIRST ELECTION FOLLOWING THE 140TH STATED MEETING, A SECOND ELECTIVE STUDENT COUNCILOR SHALL ALSO BE ELECTED. THE TERM FOR THIS POSITION SHALL BE FOR APPROXIMATELY ONE YEAR, BEGINNING AT THE CLOSE OF THE 141ST STATED MEETING IN 2023 AND CONTINUING TO THE CLOSE OF THE 142ND STATED MEETING IN 2024. THIS TRANSITION PROVISION SHALL BE AUTOMATICALLY REMOVED FROM THE BYLAWS AFTER THE 142ND STATED MEETING IN 2024. FORM 990, PART VI, SECTION A, LINE 6 THE AOS HAS MEMBERS WHO PAY ANNUAL DUES. FORM 990, PART VI, SECTION A, LINE 7A THE AOS MEMBERS ELECT A COUNCIL AND OFFICERS; COUNCIL MEETS SIX TO SEVEN TIMES A YEAR TO ADDRESS GOVERNANCE ISSUES. FORM 990, PART VI, SECTION A, LINE 7B FELLOWS, A DESIGNATED MEMBER CLASS, HAVE THE ABILITY TO VOTE AND TO APPROVE CHANGES. FORM 990, PART VI, SECTION B, LINE 11B THE AOS AUDIT COMMITTEE REVIEWS AND APPROVES THE 990 PRIOR TO SUBMISSION. THE 990 IS DISTRIBUTED TO AOS COUNCIL AND IS ALSO MADE AVAILABLE THROUGH THE SOCIETY WEBSITE, AMERICANORNITHOLOGY.ORG, AS WELL AS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C AOS OFFICERS, COUNCIL MEMBERS, AND EMPLOYEES ANNUALLY SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT FOR THEIR SERVICE TO, OR EMPLOYMENT WITH, THE SOCIETY. POTENTIAL CONFLICTS ARE RECORDED AND MONITORED BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE SECRETARY OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMPENSATION POLICY AUTHORIZES THE EXECUTIVE COMMITTEE OF THE COUNCIL TO CONDUCT THE EXECUTIVE DIRECTOR'S ANNUAL APPRAISAL, AND TO RECOMMEND TO COUNCIL EXECUTIVE COMPENSATION AND BENEFITS. THE POLICY REQUIRES A COMPENSATION STUDY TO BE PERFORMED PERIODICALLY; A STUDY CONDUCTED IN FY2020 WAS USED TO INFORM COMPENSATION FOR 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON THE WEBSITE.