2024-08-27T11:57:09-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 811658523 AMERICAN NUCLEAR SOCIETY INCORPORATED AMER 7083526611 1111 PASQUINELLI DR STE 350 WESTMONT IL 60559 HARSH S DESAI TREASURER 7083526611 2024-08-21 1 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-08-27 2023 2024-08-08 14:25:15Z X CRAIG H PIERCY 1111 PASQUINELLI DR STE 350 WESTMONT IL 60559 21035053 0 X WWW.ANS.ORG X 2016 IL TO EMPOWER A STRONG, CONNECTED, AND ENGAGED PROFESSIONAL COMMUNITY THAT CULTIVATES NUCLEAR SCIENCE AND TECHNOLOGY FOR THE BENEFIT OF HUMANITY. 20 20 41 500 1348958 139384 3735059 3287954 6804006 7372425 323542 1511448 1307128 1283261 12169735 13455088 555569 460026 0 0 4600578 5089384 0 0 457537 6173407 7664555 11329554 13213965 840181 241123 24437574 27740826 4980448 5838343 19457126 21902483 X ANS PROVIDES ITS MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, SERVES THE NUCLEAR COMMUNITY BY CREATING FORUMS FOR SHARING INFORMATION AND ADVANCEMENTS IN TECHNOOGY, AND ENGAGES THE PUBLIC AND POLICY MAKERS THROUGH COMMUNICATION OUTREACH. 0 0 5160289 5442 4175947 MEETINGS AND NATIONAL CONVENTIONS: EXPENSES INCURRED FOR TWO NATIONAL MEETINGS AND 8 TOPICAL MEETINGS WITH SCIENTIFIC AND EDUCATION PRESENTATIONS. APPROXIMATELY 5,421 PROFESSIONALS, SCIENTISTS, ENGINEERS, STUDENTS AND GUESTS ATTENDED OUR MEETINGS IN 2023. 2285439 453959 1277033 MEMBER SERVICES: EXPENSES INCURRED FOR SUPPORT SERVICE PROJECTS, MEMBER SERVICES, MEMBER AND SUBSCRIPTION PROMOTIONS, HONORS AND AWARDS, SCHOLARSHIPS, OFFICER SUPPORT AND SPECIAL PROJECTS TO PROMOTE NUCLEAR SCIENCE. 2524291 0 462342 PUBLICATIONS: EXPENSES INCURRED FOR 4 RECURRING SCIENTIFIC JOURNALS, 2 MAGAZINES PROVIDED TO MEMBERS AND COMMERCIALLY, BOOKS, NEWSLETTERS, MEETING PROCEEDINGS, SPECIAL REPORTS TO ENHANCE AND PROMOTE NUCLEAR SCIENCE. 1172375 625 115730 CENTER FOR NUCLEAR SCIENCE AND TECHNOLOGY INFORMATION; STANDARDS. 1172375 625 115730 11142394 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 100 0 1 41 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X STACI B LEVY 7085798276 1111 PASQUINELLI DR STE 350 WESTMONT IL 60559 KENNETH S PETERSEN PRESIDENT 10.00 X X 0 0 0 LISA MARSHALL VICE PRESIDENT/PRESIDENT-ELECT 10.00 X X 0 0 0 HARSH S DESAI TREASURER 10.00 X X 0 0 0 STEVEN A ARNDT IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 STEVEN P NESBIT PAST PRESIDENT 10.00 X X 0 0 0 KELSEY AMUNDSON BOARD MEMBER 2.00 X 0 0 0 LORI A BRAASE BOARD MEMBER 2.00 X 0 0 0 AMANDA M BACHMANN BOARD MEMBER 2.00 X 0 0 0 JAMIE BAALIS COBLE BOARD MEMBER 2.00 X 0 0 0 SHAHEEN AZIM DEWJI BOARD MEMBER 2.00 X 0 0 0 ANNA S ERICKSON BOARD MEMBER 2.00 X 0 0 0 JULIE G EZOLD BOARD MEMBER 2.00 X 0 0 0 JESS C GEHIN BOARD MEMBER 2.00 X 0 0 0 CARLOS JOSE GHO BOARD MEMBER 2.00 X 0 0 0 HAN GYU JOO BOARD MEMBER 2.00 X 0 0 0 RICHARD H LAGDON BOARD MEMBER 2.00 X 0 0 0 CHRISTINA LEGGETT BOARD MEMBER 2.00 X 0 0 0 JOHN M MAHONEY BOARD MEMBER 2.00 X 0 0 0 MARK PETERS BOARD MEMBER 2.00 X 0 0 0 CATHERINE M PRAT BOARD MEMBER 2.00 X 0 0 0 JESSIKA V ROJAS BOARD MEMBER 2.00 X 0 0 0 DANIEL P STOUT BOARD MEMBER 2.00 X 0 0 0 TEMITOPE TAIWO BOARD MEMBER 2.00 X 0 0 0 LUC G VAN DEN DURPEL BOARD MEMBER 2.00 X 0 0 0 WILLIAM ARTHUR WHARTON BOARD MEMBER 2.00 X 0 0 0 LEIGH WINFREY BOARD MEMBER 2.00 X 0 0 0 KATY WORRELL BOARD MEMBER 2.00 X 0 0 0 CRAIG H PIERCY EXECUTIVE DIRECTOR / CEO 40.00 X 509180 0 61162 PAULA A CAPPELLETTI DIRECTOR OF MEETINGS / COO 40.00 X 166377 0 40083 STACI B LEVY CHIEF FINANCIAL OFFICER 40.00 X 159066 0 59203 JOHN R FABIAN DIRECTOR OF PUBLICATIONS 40.00 X 116739 0 40494 DANIEL E GOLDBERG DIRECTOR OF PROGRAMS 40.00 X 131637 0 20470 JEFFERY R MOSSES DIRECTOR OF SALES 40.00 X 135640 0 38514 DARYL J RIZZO DIRECTOR OF DEVELOPMENT 40.00 X 151341 0 46981 ANDREW M SMITH DIRECTOR OF COMMUNICATIONS 40.00 X 128964 0 17390 1498944 0 324297 10 0 1 0 ALCHERYTHM EVENTS LLC 1523 SUITE A 14TH AVENUE N NASHVILLE TN 37208 AUDIO/VISUAL SERVICES 366522 ST CROIX PRESS 1185 S KNOWLES AVE NEW RICHMOND WI 54017 PUBLISHING SERVICES 308557 CONGRESSIONAL ENERGY ENGAGEMENT 7383 CLAUDES CREEK DRIVE OOLTEWAH TN 37363 LEADERSHIP PROGRAMMING 171104 AAVEX TECHNOLOGY CORP 42W588 STILL MEADOWS LANE ELBURN IL 60119 IT SUPPORT SERVICES 155468 KINGWILL COMPANY INC 330 W COLFAX ST UNIT 102 PALATINE IL 60067 ADVERTISING SALES 112096 7 3287954 3287954 MEETINGS 900099 4175947 4175947 PUBLICATIONS 513120 1609277 462342 1146935 MEMBER SERVICES 900099 1277033 1277033 STANDARDS 513190 86701 86701 223467 21444 202023 7372425 656210 656210 1275676 1275676 7194498 1240705 7396218 183747 -201720 1056958 855238 855238 OTHER REVENUE 900099 7585 7585 7585 13455088 6031052 1348958 2787124 X 159619 159619 279567 279567 20840 20840 995071 272386 716982 5703 2939443 2441520 251575 246348 310700 217877 68850 23973 590959 406171 121232 63556 253211 146731 90355 16125 88884 6673 82211 54818 54818 93317 93317 1339902 1056776 276251 6875 107993 107993 265964 106685 158509 770 220876 39953 179424 1499 15386 15386 356231 292900 55981 7350 3976426 3939038 30856 6532 119154 1779 117375 96335 96335 UBIT TAXES 66700 66700 0 0 POSTAGE, PRINTING AND S 456623 460045 -4075 653 CREDIT CARD FEES 194735 193927 268 540 DIVISION CHARGES 134755 134755 0 0 76456 790459 -791616 77613 13213965 11142394 1614034 457537 755957 348543 1117995 18788 325250 947175 794312 811981 293195 249230 359360 43965 21054554 24794163 30146 776211 24437574 27740826 951139 1599156 1549065 1297237 2480244 2941950 4980448 5838343 X 13909828 15816552 5547298 6085931 19457126 21902483 24437574 27740826 X 241123 2590402 -386168 X X 0 1 X 1 0 X 1562543 1560931 2646825 3735059 3287954 12793312 5995929 2112307 3263132 5568740 6031052 22971160 7558472 3673238 5909957 9303799 9319006 35764472 0 2024329 458076 2482405 2024329 458076 2482405 33282067 2013097 1975424 1786347 1814718 1931886 9521472 2013097 1975424 1786347 1814718 1931886 9521472 82771 371551 1348958 1803280 23928 22700 29327 23920 7585 107460 9678268 5671362 7725631 11513988 12607435 47196684 0.70520 0.71760 0.20170 0.22060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6356 6356 12656755 12663111 783156 195789 0 0 783156 783156 1174734 6356 6356 195789 195789 293684 6331043 64962 936803 391293 92509 6849006 8019925 151310 -1493750 -344453 1989 6331043 7512969 123417 978152 342815 251798 8019925 6604462 251455 1093461 230527 205882 7512969 5834998 125346 1258283 310071 304094 6604462 0.14070 0.05033 0.80897 0 0 293195 249230 43965 43965 ACCRUED POSTRETIREMENT BENEFITS 2673114 OPERATING LEASE LIABILITY 268836 2941950 X 15952173 2590402 2590402 13361771 93317 93317 13455088 13053948 0 13053948 93317 66700 160017 13213965 PART X, LINE 2: THE SOCIETY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. IT IS THE SOCIETY'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAXES 66,700. 0 UKRAINE 0 0 GRANTS AND PROGRAM SERVICES MEMBER SERVICES 20840 0 0 0 0 0 0 20840 0 20840 UKRAINIAN HUMANITARIAN AID 20840 BANK TRANSFER 0 HUMANITARIAN SUPPLIES FMV 0 1 0 0 0 0 0 0 1 AMERICAN INSTITUTE OF CHEMICAL ENGINEERS PO BOX 4429 DANBURY CT 068134429 131623892 501(C)(3) 13300 0 STUDENT OF ENGINEERING INTERNSHIP 1 0 NEED LANDIS SCHOLARSHIP 7 35000 SCHOLARSHIPS FOR STUDENTS IN NUCLEAR SCIENCE 87 213000 OTHER AWARDS 186 31567 PART I, LINE 2: FOR THE SCHOLARSHIP PROGRAM, THE AMERICAN NUCLEAR SOCIETY HAS A SCHOLARSHIP COMMITTEE THAT OVERSEES EACH SCHOLARSHIP. INDIVIDUALS MUST APPLY FOR A SCHOLARSHIP BY COMPLETING AN APPLICATION. THESE ARE REVIEWED, AND UPON APPROVAL THE SCHOLARSHIPS ARE AWARDED. EACH SCHOLARSHIP HAS ITS OWN REQUIREMENTS. X X 0 0 0 0 0 0 0 0 0 CRAIG H PIERCY EXECUTIVE DIRECTOR / CEO 474578 0 34602 0 0 0 23100 0 38062 0 570342 0 0 0 STACI B LEVY CHIEF FINANCIAL OFFICER 159066 0 0 0 0 0 25025 0 34178 0 218269 0 0 0 PAULA A CAPPELLETTI DIRECTOR OF MEETINGS / COO 166377 0 0 0 0 0 25042 0 15041 0 206460 0 0 0 DARYL J RIZZO DIRECTOR OF DEVELOPMENT 151341 0 0 0 0 0 14235 0 32746 0 198322 0 0 0 JEFFERY R MOSSES DIRECTOR OF SALES 120640 0 15000 0 0 0 19070 0 19444 0 174154 0 0 0 JOHN R FABIAN DIRECTOR OF PUBLICATIONS 116739 0 0 0 0 0 17715 0 22779 0 157233 0 0 0 DANIEL E GOLDBERG DIRECTOR OF PROGRAMS 131637 0 0 0 0 0 12129 0 8341 0 152107 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS VOTE TO ELECT THE ANS BOARD OF DIRECTORS, WHICH IS THE GOVERNING BODY OF THE SOCIETY. THE MEMBERSHIP ALSO VOTES ON ANY BYLAW CHANGES. MEMBERS HAVE VARIOUS CLASSES (FELLOWS, PROFESSIONAL MEMBERS AND STUDENT MEMBERS). FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE ANS BOARD OF DIRECTORS WHO MAKE DECISIONS ON BEHALF OF THE MEMBERSHIP. THE MEMBERSHIP ALSO VOTES ON ANY BYLAW CHANGE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP ELECTS THE ANS BOARD OF DIRECTORS WHO MAKE DECISIONS ON BEHALF OF THE MEMBERSHIP. THE MEMBERSHIP ALSO VOTES ON ANY BYLAW CHANGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S TREASURER, EXECUTIVE DIRECTOR / CEO AND CHIEF FINANCIAL OFFICER PRIOR TO FILING. THE FORM 990 WILL BE EMAILED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY STATEMENT IS DISTRIBUTED TO ALL NEW BOARD MEMBERS AND OFFICERS, WHICH MUST BE READ, SIGNED AND RETURNED TO THE CORPORATE OFFICE FOR FILING. BOARD MEMBERS SELF-MONITOR THEIR POTENTIAL CONFLICTS OF INTEREST, RECUSING THEMSELVES FROM DISCUSSION SHOULD A POTENTIAL CONFLICT OF INTEREST ARISE. WHEN PREPARING AND/OR REVIEWING MEETING AGENDAS, MANAGEMENT REVIEWS FOR POTENTIAL CONFLICTS OF INTEREST TO ENCOURAGE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE OFFICER SALARIES ARE REVIEWED USING COMPARABLE DATA AND REVIEWED ANNUALLY BY THE EXECUTIVE BOARD OF ANS. KEY EMPLOYEE SALARIES ARE REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR / CEO. SALARIES ARE APPROVED BY THE BOARD OF ANS, WITH APPROVAL DULY NOTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS ARE NOT REQUIRED TO BE MADE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY THE ILLINOIS ATTORNEY GENERAL. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,053,035. MANAGEMENT AND GENERAL EXPENSES 273,587. FUNDRAISING EXPENSES 6,875. TOTAL EXPENSES 1,333,497. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 3,741. MANAGEMENT AND GENERAL EXPENSES 2,664. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,405. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT COSTS OTHER THAN SERVICE COST -118,866. CHANGE IN POSTRETIREMENT BENEFIT OBLIGATION -267,302. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IN CONJUNCTION WITH THE TREASURER AND CHIEF FINANCIAL OFFICER ASSUME OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. AUDITED STATEMENTS ARE REVIEWED BY THE TREASURER, CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR / CEO. THE FINANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. ONCE THE STATEMENTS ARE APPROVED BY THE BOARD OF DIRECTORS THE STATEMENTS ARE PRESENTED TO THE MEMBERSHIP.