2025-11-17T13:36:55-06:00 2024-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2024-01-01 941317787 INSTITUTE OF MATHEMATICAL STATISTICS INST 2162952340 9760 SMITH ROAD WAITE HILL OH 44094 ELYSE GUSTAFSON EXECUTIVE DIRECTOR 2162952340 2025-11-06 1 1 JEFFREY R SPENCER CPA P01367852 2168317171 2025-11-06 2024 2025-03-06 01:10:19Z ELYSE GUSTAFSON 9760 SMITH ROAD WAITE HILL OH 44094 2943733 0 X WWW.IMSTAT.ORG X 1935 CA THE INSTITUTE OF MATHEMATICAL STATISTICS IS AN INTERNATIONAL (CONTINUED ON SCHEDULE O)PROFESSIONAL SOCIETY DEVOTED TO THE DEVELOPMENT AND DISSEMINATION OF THE THEORY AND APPLICATION OF STATISTICS AND PROBABILITY. ITS ACTIVITIES INCLUDE SPONSORSHIP OF JOURNALS AND OTHER SCIENTIFIC PUBLICATIONS, ORGANIZATION OF SCIENTIFIC MEETINGS AND COOPERATION WITH OTHER SCIENTIFIC ORGANIZATIONS. 28 28 1 275 42709 0 111358 85600 2464813 2415496 361618 399928 50722 42709 2988511 2943733 63417 58680 0 0 220264 232030 0 0 0 2084023 2061353 2367704 2352063 620807 591670 15039176 17193717 1917470 2024925 13121706 15168792 X THE INSTITUTE OF MATHEMATICAL STATISTICS IS AN INTERNATIONAL PROFESSIONAL SOCIETY DEVOTED TO THE DEVELOPMENT AND DISSEMINATION OF THE THEORY AND APPLICATION OF STATISTICS AND PROBABILITY. ITS ACTIVITIES INCLUDE (CONTINUED ON SCHEDULE O)SPONSORSHIP OF JOURNALS AND OTHER SCIENTIFIC PUBLICATIONS, ORGANIZATION OF SCIENTIFIC MEETINGS AND COOPERATION WITH OTHER SCIENTIFIC ORGANIZATIONS. 0 0 1834565 2036463 PUBLICATION, EDITORIAL AND SHIPPING FOR ALL PUBLICATIONS. THE SCIENTIFIC JOURNALS ARE THE ANNALS OF APPLIED PROBABILITY, THE ANNALS OF APPLIED STATISTICS, THE ANNALS OF PROBABILITY, THE ANNALS OF STATISTICS, AND STATISTICAL SCIENCE. THE IMS BULLETIN IS THE NEWS ORGAN OF THE INSTITUTE. JOINTLY WITH OTHER ORGANIZATIONS, THE INSTITUTE PUBLISHES THE ELECTRONIC JOURNAL OF PROBABILITY, ELECTRONIC COMMUNICATIONS IN PROBABILITY, ELECTRONIC JOURNAL OF STATISTICS, JOURNAL OF COMPUTATIONAL AND GRAPHICAL STATISTICS, PROBABILITY SURVEYS, AND STATISTICS SURVEYS. ON BEHALF OF OTHER ORGANIZATIONS, THE INSTITUTE PRODUCES BAYESIAN ANALYSIS, BERNOULLI, BERNOULLI NEWS, BRAZILIAN JOURNAL OF PROBABILITY AND STATISTICS, AND ANNALES DE L'INSTITUT HENRI POINCARE (B) PROBABILITES ET STATISTIQUES. 312145 58680 376012 THE IMS SPONSORS AND CO-SPONSORS SEVERAL MEETINGS INCLUDING: THE JOINT STATISTICAL MEETINGS, THE IMS ANNUAL MEETING, ENAR/IMS MEETING, WNAR/IMS MEETING, STOCHASTIC PROCESSES AND THEIR APPLICATIONS, IMS CHINA ANNUAL MEETING, THE IMS ASIA-PACIFIC RIM MEETING AND MCMSKI. 1000 3021 THE INSTITUTE PUBLISHES SEVERAL BOOK SERIES INCLUDING, THE IMS LECTURE NOTES - MONOGRAPH SERIES AND IMS COLLECTIONS, IMS MONOGRAPHS, IMS TEXTBOOKS, AND NSF-CBMS REGIONAL CONFERENCE SERIES IN PROBABILITY AND STATISTICS. CURRENTLY THE IMS HAS A TOTAL OF 85 BOOKS AMONG THESE SERIES. 2147710 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA OH X X X ELYSE GUSTAFSON 2162952340 9760 SMITH ROAD WAITE HILL OH 44094 SIVA ATHREYA COUNCIL MEMBER 1.00 X 0 0 0 MOULINATH BANERJEE STS EXECUTIVE EDITOR 5.00 X 0 0 0 RINA FOYGEL BARBER COUNCIL MEMBER 1.00 X 0 0 0 PAUL BOURGADE AOP EDITOR 5.00 X 0 0 0 TONY CAI PRESIDENT 10.00 X X 0 0 0 SOURAV CHATTERJEE COUNCIL MEMBER 1.00 X 0 0 0 JULIEN DUBEDAT AOP EDITOR 5.00 X 0 0 0 PHILIP A ERNST COUNCIL MEMBER 1.00 X 0 0 0 MARTIN HAIRER COUNCIL MEMBER 1.00 X 0 0 0 PETER HOFF EXECUTIVE SECRETARY 5.00 X X 0 0 0 JIASHUN JIN TREASURER 5.00 X X 0 0 0 MICHAEL KOSOROK PAST PRESIDENT 5.00 X X 0 0 0 GABOR LUGOSI COUNCIL MEMBER 1.00 X 0 0 0 ENNO MAMMEN AOS EDITOR 5.00 X 0 0 0 DAN NORDMAN MANAGING EDITOR 1.00 X 0 0 0 IGOR PRUNSTER COUNCIL MEMBER 1.00 X 0 0 0 ANNIE QU PROGRAM SECRETARY 5.00 X X 0 0 0 KAVITA RAMANAN PRESIDENT-ELECT 5.00 X X 0 0 0 JUDITH ROUSSEAU COUNCIL MEMBER 1.00 X 0 0 0 QI-MAN SHAO AAP EDITOR 5.00 X 0 0 0 RYAN TIBSHIRANT COUNCIL MEMBER 1.00 X 0 0 0 CAROLINE UHLER COUNCIL MEMBER 1.00 X 0 0 0 JANE-LING WANG COUNCIL MEMBER 1.00 X 0 0 0 LAN WANG AOS EDITOR 5.00 X 0 0 0 HUIXIA JUDY WANT COUNCIL MEMBER 1.00 X 0 0 0 LINDA ZHAO COUNCIL MEMBER 1.00 X 0 0 0 HARRISON ZHOU COUNCIL MEMBER 1.00 X 0 0 0 JI ZHU AOAS EDITOR 5.00 X 0 0 0 ELYSE GUSTAFSON EXECUTIVE DIRECTOR 40.00 X 183357 0 33455 183357 0 33455 1 0 1 0 0 85600 85600 NON-MEM. SUBSCRIPTIONS 513120 1637088 1637088 MANAGED MEETINGS 513120 363812 363812 MEM. DUES & JOURNAL SU 513120 196947 196947 OFFPRINTS, ROYALTIES, 513120 129504 129504 PUBLICATION CHARGES 513120 72924 72924 15221 15221 2415496 399928 399928 ADVERTISING 513120 42709 42709 42709 2943733 2415496 42709 399928 58680 58680 216015 108008 108007 16015 8007 8008 99326 49663 49663 27298 27298 22151 22151 8643 6296 2347 6262 4383 1879 4050 2025 2025 288964 288964 17087 11961 5126 PRODUCTION EXPENSES 1080482 1080482 EDITORIAL EXPENSES 327411 327411 SUPPORTED JOURNAL ROYAL 98637 98637 MAILING AND SHIPPING AT 52224 52224 28818 28818 2352063 2147710 204353 0 190551 93016 1845459 1696293 173912 101782 53389 44660 11804662 14100823 971203 1157143 15039176 17193717 161697 191676 1463409 1511390 292364 321859 1917470 2024925 X 12415957 14302063 705749 866729 13121706 15168792 15039176 17193717 591670 1455416 0 X X 0 1 X 1 0 X 59897 104588 9514 111358 85600 370957 2083423 2076048 2251672 2464813 2415496 11291452 2143320 2180636 2261186 2576171 2501096 11662409 0 0 0 11662409 208519 223761 236562 361618 399928 1430388 208519 223761 236562 361618 399928 1430388 2351839 2404397 2497748 2937789 2901024 13092797 0.89080 0.90280 0.10920 0.09720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1534799 69713 215668 52915 1767265 1270230 107608 213048 56087 1534799 597271 1012105 -331057 8089 1270230 437100 101430 61941 3200 597271 344389 57832 39379 4500 437100 0.53638 0.35065 0.11297 0 0 0 INTEREST RECEIVABLE 15952 RESTRICTED FUNDS 819332 CASH & INVESTMENTS HELD FOR OTHERS 321859 1157143 X 4399149 1455416 1455416 2943733 0 2943733 2352063 0 2352063 0 2352063 PART IV, LINE 2B: IN JANUARY 2017, IMS BEGAN ACTING AS FISCAL AGENT FOR ANOTHER ASSOCIATION, THE COMMITTEE OF PRESIDENTS OF STATISTICAL SOCIETIES (COPSS). AS PART OF THIS ARRANGEMENT, IMS HOLDS COPSS'S ASSETS AND MAKES TRANSACTIONS ON ITS BEHALF. PART V, LINE 4: THE ENDOWMENT CONSISTS OF TWO DONOR-RESTRICTED ENDOWMENT FUNDS, THE LE CAM ENDOWMENT AND THE BLACKWELL LECTURE ENDOWMENT, ESTABLISHED IN ORDER TO FUND PROFESSIONAL LECTURES. PART X, LINE 2: THE INSTITUTE IS A SECTION 501(C)(3) ORGANIZATION EXEMPT FROM INCOME TAXES ON ACTIVITIES RELATED TO ITS EXEMPT PURPOSE UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN REPORTED IN ITS FINANCIAL STATEMENTS. INCOME TAXES ARE ACCOUNTED FOR UNDER THE PROVISIONS OF THE "INCOME TAXES" TOPIC OF THE FASB ASC. UNCERTAIN INCOME TAX POSITIONS ARE EVALUATED AT LEAST ANNUALLY BY MANAGEMENT. THE INSTITUTE CLASSIFIES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS INCOME TAX EXPENSE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2024 AND 2023, THE INSTITUTE HAS IDENTIFIED NO UNCERTAIN INCOME TAX POSITIONS AND HAS INCURRED NO AMOUNTS FOR INCOME TAX PENALTIES AND INTEREST FOR THE YEARS THEN ENDED. THE INSTITUTE FILES ITS FEDERAL FORM 990 IN THE U.S. FEDERAL JURISDICTION AND A STATE REGISTRATION AT THE OFFICE OF THE STATE'S ATTORNEY GENERAL FOR THE STATES OF OHIO AND CALIFORNIA. EUROPE PROGRAM SERVICE EDITORIAL 96456 0 0 0 0 0 0 96456 0 96456 0 0 0 0 0 0 PART I, LINE 3: THE EXPENDITURES ARE REPORTED BASED ON THE ACCRUAL METHOD OF ACCOUNTING, WHICH IS THE SAME AS THE FINANCIAL STATEMENTS. 1 IMS TRAVEL GRANTS 73 58680 FMV PART I, LINE 2: CONFIRMING ATTENDANCE AT ANNUAL MEETING. 0 0 0 0 0 0 0 0 0 ELYSE GUSTAFSON EXECUTIVE DIRECTOR 183357 0 0 0 0 0 18335 0 15120 0 216812 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ELECT THE PRESIDENT AND COUNCIL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE ON THE INSTITUTE OF MATHEMATICAL STATISTICS PRESIDENT AND THE INSTITUTE OF MATHEMATICAL STATISTICS 15 ELECTED COUNCIL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE CONSTITUTION OR BYLAWS MUST BE APPROVED BY THE IMS MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C THE IMS HAS A CONFLICT OF INTEREST POLICY WHICH IS POSTED ON THE WEBSITE FOR PUBLIC REVIEW IN THE HANDBOOK OF THE IMS. NEW MEMBERS IN LEADERSHIP ARE DIRECTED TO REVIEW EACH PART OF THIS HANDBOOK. COMPLIANCE IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MONITORED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR INCLUDES INPUT FROM EDITORS, COMMITTEE CHAIRS AND THE EXECUTIVE COMMITTEE. A SALARY SURVEY OF COMPARABLE PERSONNEL IN THE AREA IS USED TO EVALUATE THE APPROPRIATENESS OF COMPENSATION IN THE FIELD. FINAL APPROVAL OF THE COMPENSATION MUST BE APPROVED BY THE FULL EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE DISCLOSED ON IMS'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.