2025-10-15T16:28:46-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2024-01-01 050264797 AMERICAN MATHEMATICAL SOCIETY AMER 4014554000 201 CHARLES STREET PROVIDENCE RI 02904 LUCY R MADDOCK CFO 4014554000 2025-10-14 1 1 AMANDA ADAMS P00748038 4014214800 2025-10-14 2024 2025-03-06 01:10:19Z LUCY R MADDOCK 201 CHARLES STREET PROVIDENCE RI 02904 39854863 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. 9 9 251 638 0 0 13214410 6972141 24810901 25798219 5509990 7084503 0 0 43535301 39854863 864121 916599 0 0 22866683 23959685 0 0 782810 11669343 13138046 35400147 38014330 8135154 1840533 258766469 285510668 23834685 23056822 234931784 262453846 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 23631201 19203436 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. 6225345 916599 4687430 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. 2801440 1907353 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. 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. 32657986 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 1 866 0 1 251 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 R MADDOCK 4014554000 201 CHARLES STREET PROVIDENCE RI 02904 X BRYNA KRA PRESIDENT 10.00 X X 0 0 0 DOUGLAS ULMER TREASURER 2.00 X X 0 0 0 BORIS HASSELBLATT SECRETARY 25.00 X X 0 0 0 LINDA CHEN ASSOCIATE TREASURER 2.00 X X 0 0 0 JENNIFER TABACK CHAIR 2.00 X X 0 0 0 JONATHAN MATTINGLY TRUSTEE 2.00 X 0 0 0 DAVID MORRISON TRUSTEE 2.00 X 0 0 0 JOSEPH H SILVERMAN TRUSTEE 2.00 X 0 0 0 JUDY L WALKER TRUSTEE 2.00 X 0 0 0 LUCY R MADDOCK CHIEF FINANCIAL OFFICER 40.00 X 355579 0 35167 JOHN E MEIER CHIEF EXECUTIVE OFFICER 40.00 X 213983 0 8273 ROBERT M HARINGTON CHIEF PUBLISHING OFFICER 40.00 X 277568 0 26833 KAREN SAXE SVP, GOVERNMENT RELATIONS 40.00 X 246111 0 36672 EDWARD DUNNE EXECUTIVE EDITOR, MATH REVIEWS 40.00 X 245036 0 49812 EROL OZIL DIRECTOR, MR INFORMATION SYSTEMS 40.00 X 206241 0 36220 SERGEI GELFAND SENIOR ACQUISITIONS EDITOR 40.00 X 180117 0 29858 NICOLA S POSER DIRECTOR, MARKETING & SALES 40.00 X 166316 0 16762 DEAN CARLSON ASSOCIATE EDITOR 40.00 X 158590 0 27502 JEFFERY HOWLEY DIR., IT SOFTWARE ENGINEERING 40.00 X 154824 0 31284 KRISTEN S OSTERHOUT CHIEF OPERATING OFFICER 40.00 X 152724 0 15598 DOUGLAS H ALLEN AVP, DEVELOPMENT 40.00 X 151962 0 52065 2509051 0 366046 56 0 1 0 G TILMANN METTE LUETT ISERBROOK 25 HAMBURG GM 22589 EDITORIAL SERVICES - AMS PUBLICATIONS 203501 KNOWLEDGEWORKS GLOBAL LTD 301 CONCOURSE BLVD SUITE 210 GLEN ALLEN VA 23059 EDITORIAL SERVICES - AMS PUBLICATIONS 155805 KRAUTZOURCE UG KOLFHAUSSTR 7 BONN GM 53173 IT CONSULTING 150483 WESTCHESTER PUBLISHING SERVICES LLC 4 OLD NEWTOWN ROAD DANBURY CT 06810 DESKTOP PUBLISHING SERVICE 144968 4 2467501 879126 3625514 198010 6972141 PUBLICATIONS 541900 23142222 23142222 MEETINGS 541900 2041477 2041477 614520 614520 25798219 7084503 7084503 39854863 25798219 0 7084503 574192 574192 324407 324407 18000 18000 1947471 1660754 243883 42834 16739561 14317182 2050812 371567 1450169 1238962 180509 30698 2503910 1992716 463335 47859 1318574 1135557 153638 29379 255968 141988 112556 1424 104412 8291 96121 3131380 2666915 412527 51938 119181 109353 238 9590 891518 688111 196388 7019 493685 475633 18052 464037 464037 805460 805313 147 3306315 3084082 198689 23544 823675 726700 96975 250483 250483 PRINTING/PUBLICATIONS 2006531 1975310 17304 13917 UBI TAX 286 286 485115 332074 153041 38014330 32657986 4573534 782810 2246131 3858722 12062896 11654213 163691 89272 970482 836941 1047255 1158048 2017606 2621670 18088427 15220604 2906033 2867823 232877482 257126920 570144 424971 3904749 4872088 258766469 285510668 4891097 4735694 12601019 11445670 6342569 6875458 23834685 23056822 X 197289880 219250747 37641904 43203099 234931784 262453846 258766469 285510668 X 1840533 25442714 238815 X 0 1 X 1 1 1 X 3551881 4661753 6196502 13214410 6972141 34596687 23746380 23513952 23611358 24810901 25798219 121480810 27298261 28175705 29807860 38025311 32770360 156077497 5747 10800 13655 30202 4460083 2984879 3751097 11196059 4465830 2995679 3764752 11226261 144851236 4760569 3851942 4882989 5509990 7084503 26089993 14309 21400 35709 4774878 3873342 4882989 5509990 7084503 26125702 32073139 32049047 34690849 43535301 39854863 182203199 0.79500 0.82450 0.14340 0.13320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 406610 0 0 406610 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. 214160541 12438080 22436618 6416664 242618575 190968207 8456099 21846207 7109972 214160541 223255884 9186303 -35312072 449656 5712252 190968207 199679860 785184 27865507 5074667 223255884 184902288 713742 19106783 5042953 199679860 0.84388 0.15612 0 0 459267 459267 10287114 8796867 1490247 7298016 6379707 918309 44030 44030 0 2867823 POST RETIREMENT BENEFIT OBLIGATION 4563176 OPERATING LEASE LIABILITY 2312282 6875458 X 65536392 25442714 238815 25681529 39854863 0 39854863 38014330 0 38014330 0 38014330 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT BENEFIT CHANGES 238,815. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 500 EUROPE 0 2 PROGRAM SERVICES SALES-MATH PUBLICATIONS 367482 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 11500 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 6000 0 2 0 0 0 2 385482 0 385482 SCHOLARSHIPS EAST ASIA AND THE PACIFIC 1 500 WIRE/CHECK SCHOLARSHIPS EUROPE 6 11500 WIRE/CHECK SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 2 6000 WIRE/CHECK 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 PARTS I AND III. 1 AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE 1200 NEW YORK AVE NW WASHINGTON DC 20005 530196568 501(C)(3) 13000 0 MASS MEDIA FELLOWSHIP BROWN UNIVERSITY 151 THAYER STREET PROVIDENCE RI 02912 050258809 501(C)(3) 7000 0 EPSILON FUND - ANNUAL SUPPORT COLORADO STATE UNIVERSITY 6003 CAMPUS DELIVERY 555 S HOWES STREET FORT COLLINS CO 805236003 846000545 501(C)(3) 10000 0 EPSILON FUND - ANNUAL SUPPORT GRADUATE STUDENT CHAPTER ONE BEAR PLACE 37328 WACO TX 76798 813930238 501(C)(3) 10000 0 EPSILON FUND - ANNUAL SUPPORT KANSAS STATE UNIVERSITY 103 FAIRCHILD HALL 1601 VATTIER STREET MANHATTAN KS 66506 480771751 501(C)(3) 15000 0 EPSILON FUND - ANNUAL SUPPORT MATHEMATICAL STAIRCASE INC 306 GROVE STREET CHICOPEE MA 01020 461813949 501(C)(3) 22000 0 EPSILON FUND - ANNUAL SUPPORT NEW YORK MATH CIRCLE 300 MERCER STREET APT 28J NEW YORK NY 10003 261162539 501(C)(3) 15000 0 EPSILON FUND - ANNUAL SUPPORT NEW YORK UNIVERSITY 105 EAST 17TH STREET 3ND FL NEW YORK NY 10012 135562308 501(C)(3) 10000 0 EPSILON FUND - ANNUAL SUPPORT PZ MATH CORPORATION 1136 MAIN STREET WILLIAMSTOWN MA 01267 815247930 501(C)(3) 8000 0 EPSILON FUND - ANNUAL SUPPORT RECINTO UNIVERSITARIO DE MAYAGUEZ 259 BLVD ALFONSO VALDES MAYAGUEZ PR 006819000 660433761 501(C)(3) 5500 0 EPSILON FUND - ANNUAL SUPPORT SIGMACAMP INC 68 UPPER SHEEP PASTURE ROAD EAST SETAUKET NY 11733 462782877 501(C)(3) 12000 0 EPSILON FUND - ANNUAL SUPPORT THE ART OF PROBLEM SOLVING INITIATIVE INC 55 EXCHANGE PLACE SUITE 603 NEW YORK NY 10005 201239616 501(C)(3) 10000 0 EPSILON FUND - ANNUAL SUPPORT UNIVERSITY OF SOUTHERN CALIFORNIA 3620 SOUTH VERMONT LOS ANGELES CA 900892532 951642394 501(C)(3) 50000 0 BIRMAN FELLOWSHIP VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY 300 TURNER STREET NW BLACKSBURG VA 24061 546001805 501(C)(3) 25000 0 BERGMAN FELLOWSHIP WILLIAM MARSH RICE UNIVERSITY 6100 MAIN STREET HOUSTON TX 77005 741109620 501(C)(3) 50000 0 CLAYTOR-GILMER FELLOWSHIP 15 0 RESEARCH PRIZES 56 220500 CONGRESSIONAL FELLOWSHIP 2 103907 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 0 0 LUCY R MADDOCK CHIEF FINANCIAL OFFICER 353948 0 0 0 1631 0 32775 0 2392 0 390746 0 0 0 ROBERT M HARINGTON CHIEF PUBLISHING OFFICER 275113 0 0 0 2455 0 26105 0 728 0 304401 0 0 0 EDWARD DUNNE EXECUTIVE EDITOR, MATH REVIEWS 240311 0 0 0 4725 0 24064 0 25748 0 294848 0 0 0 KAREN SAXE SVP, GOVERNMENT RELATIONS 243656 0 0 0 2455 0 23331 0 13341 0 282783 0 0 0 EROL OZIL DIRECTOR, MR INFORMATION SYSTEMS 204641 0 0 0 1600 0 19599 0 16621 0 242461 0 0 0 JOHN E MEIER CHIEF EXECUTIVE OFFICER 213183 0 0 0 800 0 0 0 8273 0 222256 0 0 0 SERGEI GELFAND SENIOR ACQUISITIONS EDITOR 172758 0 0 0 7359 0 16805 0 13053 0 209975 0 0 0 DOUGLAS H ALLEN AVP, DEVELOPMENT 150512 0 0 0 1450 0 15711 0 36354 0 204027 0 0 0 JEFFERY HOWLEY DIR., IT SOFTWARE ENGINEERING 154503 0 0 0 321 0 15101 0 16183 0 186108 0 0 0 DEAN CARLSON ASSOCIATE EDITOR 154627 0 0 0 3963 0 14730 0 12772 0 186092 0 0 0 NICOLA S POSER DIRECTOR, MARKETING & SALES 164866 0 0 0 1450 0 15662 0 1100 0 183078 0 0 0 KRISTEN S OSTERHOUT CHIEF OPERATING OFFICER 152265 0 0 0 459 0 14465 0 1133 0 168322 0 0 0 X 2 198010 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 238,815. 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