2025-11-17T20:08:05-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 160743079 MATHEMATICAL ASSOCIATION OF AMERICA INC MATH 2023875200 11 DUPONT CIRCLE NW 200 WASHINGTON DC 20036 J MICHAEL PEARSON EXECUTIVE DIRECTOR 2023875200 2025-11-17 1 1 AARON M FOX P01365820 2022274000 2024 2025-03-06 01:10:19Z J MICHAEL PEARSON 11 DUPONT CIRCLE NW 200 WASHINGTON DC 20036 10412588 0 X WWW.MAA.ORG X 1920 IL THE MISSION OF MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. 9 9 39 200 5380 0 2749719 3505232 4122362 4888778 671815 -454310 1055036 45252 8598932 7984952 673429 575863 0 0 3541989 3823552 0 0 513460 5832889 5779425 10048307 10178840 -1449375 -2193888 35554444 37191978 11596705 11587962 23957739 25604016 X THE MISSION OF THE MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. 0 0 2688403 575863 FEDERAL/OTHER EXTERNALLY FUNDED PROGRAMS - THE MAA PROVIDES ADVICE AND TECHNICAL ASSISTANCE, WHICH ENHANCE MATHEMATICAL EDUCATION, THROUGH THE SUPPORT OF FEDERAL GOVERNMENT AGENCIES AND OTHER EXTERNAL FUNDERS. 1425082 894442 MEMBERSHIP SERVICES - THE MAA MEMBERS INCLUDE UNIVERSITY, COLLEGE, AND HIGH SCHOOL TEACHERS; GRADUATE AND UNDERGRADUATE STUDENTS; PURE AND APPLIED MATHEMATICIANS; COMPUTER SCIENTISTS; STATISTICIANS; STEM PROFESSIONALS, AND MANY OTHERS IN ACADEMIA, GOVERNMENT, BUSINESS, AND INDUSTRY. THE MAA PROVIDES MEMBERSHIP SERVICES CENTERED AROUND OUR CORE VALUES: COMMUNITY, INCLUSIVITY, COMMUNICATION, TEACHING & LEARNING. WE SUPPORT THE MISSION AND CORE VALUES THROUGH OUTREACH, PROGRAMS, MEETINGS, COMPETITIONS, AND PUBLICATIONS, AS WELL AS NATIONAL COMMITTEES AND 29 REGIONAL SECTIONS. 1131263 1688368 THE MAA PUBLISHES AN ARRAY OF PEER-REVIEWED JOURNALS, BOTH PRINT AND ELECTRONIC REPRESENTING MAA'S COMMITMENT TO HIGH-QUALITY EXPOSITION OF MATH AND TEACHING AT THE COLLEGIATE LEVEL. AVAILABLE ARE THE MAA FOCUS WHICH IS THE MAA'S NEWS MAGAZINE. ALSO AVAILABLE ARE THE AMERICA MATHEMATICAL MONTHLY (10,000 SUBSCRIBERS), THE MOST WIDELY CIRCULATED JOURNAL OF COLLEGIATE MATH IN THE WORLD. MATHEMATICS MAGAZINE (8,000) AND THE COLLEGE MATH JOURNAL (8,000) OFFER A WIDE ARRAY OF MATH TOPICS. THE ONLINE PUBLICATION CONVERGENCE EMPHASIZES APPLETS AND OTHER DIGITAL RESOURCES AND THE HISTORY OF MATH. MATH HORIZONS (12,000) IS AIMED AT THE UNDERGRADUATE STUDENT.MAA PUBLISHES MANY BOOKS PER YEAR AND MAINTAINS PAST TITLES TOTALING HUNDREDS OF BOOKS AVAILABLE. WE SERVE PRIMARILY FACULTY AND UNDERGRADUATE STUDENTS WITH SOME SELECT TITLES SUITABLE FOR STUDENTS AND FACULTY AT THE GRADUATE LEVEL. TEXTBOOKS AND TEXTBOOK SUPPLEMENTS ARE A SIGNIFICANT COMPONENT OF OUR TITLES WITH THE AIM TO PROVIDE HIGH QUALITY BOOKS TO STUDENTS AT AFFORDABLE PRICES. WE ALSO OFFER PEDAGOGICAL AND BOOKS OF MATH PROBLEMS TO ACCOMMODATE A WIDE RANGE OF READERS. WE ALSO OFFER MATH BIOGRAPHIES, POPULAR WORKS AND MONOGRAPHS, ALL OF WHICH ARE WIDELY ACCESSIBLE TO THE GENERAL PUBLIC. 807492 1495936 AMERICAN MATHEMATICAL COMPETITIONS (AMC) SEEKS TO STRENGTHEN THE MATH CAPABILITIES OF OUR NATION'S YOUTH, WE IDENTIFY, RECOGNIZE AND REWARD EXCELLENCE IN MATH THROUGH A SERIES OF NATIONAL CONTESTS. ABOUT 400,000 STUDENTS FROM 6,000 SCHOOLS COMPETE ANNUALLY IN ONE OR MORE OF THESE TESTS TARGETING THE AVERAGE TO THE MOST GIFTED MATH STUDENT. THE CULMINATION OF THESE TESTS IS THE SELECTION, TRAINING AND INTERNATIONAL COMPETITION OF THE SIX STUDENTS WHO REPRESENT THE US. THE US TEAM IS USUALLY AMONG THE TOP 3 TEAMS. THE MAA-AMC ALSO SELECTS AND SPONSORS TEAMS THAT PARTICIPATE IN THE CHINA GIRL'S MATH OLYMPIAD. 1239662 627435 ALL OTHER PROGRAMS NOT LISTED ABOVE. 2047154 2123371 7291902 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 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 1 1 1 0 0 1 268 0 1 39 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AR AZ CA CO CT FL GA IL KS KY MA MD ME MI MN MS NC ND NH NJ NY OR PA SC TN VA WA WI X X KIMBERLY RUTLAND-STARKS 2023875200 11 DUPONT CIRCLE NW SUITE 200 WASHINGTON DC 20036 X CYNTHIA J WYELS SECRETARY 5.00 X X 81997 0 0 NANCY NEUDAUER ASSOCIATE SECRETARY 5.00 X X 25633 0 0 HORTENSIA SOTO PRESIDENT 10.00 X X 21500 0 0 JENNA CARPENTER PRESIDENT-ELECT - AS OF 07/2024 5.00 X X 0 0 0 RICHARD CLEARY VICE PRESIDENT - AS OF 07/2024 5.00 X X 0 0 0 ADRIANA SALERNO VICE PRESIDENT - UNTIL 06/2024 5.00 X X 0 0 0 C ALLEN BUTLER TREASURER 5.00 X X 0 0 0 VICTOR PIERCEY CHAIR, CONGRESS - AS OF 07/2024 5.00 X X 0 0 0 EDRAY GOINS CHAIR CONGRESS UNTIL 06/2024, PAST CHAIR, CONGRESS 5.00 X X 0 0 0 LISA E MARANO CHAIR, COMMITTEE ON SECTIONS 5.00 X X 0 0 0 RUSSELL E GOODMAN MEMBER-AT-LARGE - UNTIL 06/2024 5.00 X 0 0 0 J MICHAEL PEARSON EXECUTIVE DIRECTOR 40.00 2.00 X 280309 0 33422 KIMBERLY RUTLAND-STARKS CHIEF FINANCIAL OFFICER 40.00 X 170491 0 34394 AUDREY MALAGON SENIOR DIRECTOR, PROGRAMS 40.00 X 145749 0 42768 LIANE KLUGE SENIOR DIR., MEMBERSHIP MARKETING 40.00 X 151588 0 47970 CAROL BAXTER DIRECTOR, PUBLICATIONS 40.00 X 132824 0 35044 JUSTIN CORTEZ MANAGER, DATA AND ANALYTICS 40.00 X 125173 0 36265 CHERYL ADAMS DIRECTOR OF MEETINGS AND MEMBER RELATIONS 40.00 X 124600 0 10571 1259864 0 240434 7 0 1 0 EDUCATIONAL VISTAS INC PO BOX 13314 ALBANY NY 12212 TECHNOLOGY CONSULTING 472626 BRIGHTKEY 60 WEST STREET ANNAPOLIS MD 21401 CUSTOMER SERVICE CENTER 244463 MOORING AUDIO VISUAL LLC 455 NE 5TH AVENUE DELRAY BEACH FL 33483 AUDIO/VISUAL SERVICES 146275 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 SUMMER YOUTH MATH CAMP 102495 4 665720 2839512 3505232 PUBLICATION SALES 900099 1688368 1688368 AMERICAN MATH COMPETITION 900099 1495936 1495936 MEMBERSHIP DUES 900099 894442 894442 MEETINGS 900099 781627 600377 181250 OTHER PROGRAMS 900099 28405 28405 4888778 1121408 1121408 41219 41219 848183 2423901 -1575718 -1575718 -1575718 2388 3735 -1347 -1347 ADVERTISING REVENUE 900099 5380 5380 5380 7984952 4706181 5380 -231841 X 342806 342806 194722 194722 38335 38335 647746 191876 455870 2451817 2099389 117785 234643 225722 104445 114995 6282 273931 106397 109282 58252 224336 147338 58529 18469 24905 21260 2915 730 22372 8211 12515 1646 60792 60792 76645 76645 1800003 1640056 107201 52746 52623 52547 76 285935 148816 26902 110217 1073845 733950 331583 8312 544690 544690 460791 388097 65258 7436 546189 471302 64293 10594 24197 63 24134 126820 126820 57502 8568 48934 FULLFILLMENT 425741 421859 606 3276 PUBLICATIONS 113384 112363 1021 DUES/MEMBERSHIPS 62729 40475 21550 704 MISCELLANEOUS 20262 19027 1158 77 10178840 7291902 2373478 513460 844808 675411 699827 1916524 325950 518266 345482 402854 185351 192338 869219 293444 656548 575775 25719573 26877399 6776905 6033411 35554444 37191978 1269253 1248758 33152 32318 2001788 2217938 505000 720000 7787512 7368948 11596705 11587962 X 14265544 14940255 9692195 10663761 23957739 25604016 35554444 37191978 X -2193888 3829415 10750 X 0 1 X 1 0 X 2259738 4669730 4346038 2749719 3505231 17530456 3281918 3396135 2919918 3999552 4709916 18307439 44358 29150 68230 122810 181250 445798 5586014 8095015 7334186 6872081 8396397 36283693 6000 19850 12347 18003 24399 80599 0 6000 19850 12347 18003 24399 80599 36203094 1324264 1897883 1873572 1692774 1162628 7951121 1324264 1897883 1873572 1692774 1162628 7951121 19007 2933 97 4032 26069 6929285 9995831 9207855 8568887 9559025 44260883 0.81790 0.83000 0.17960 0.16700 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 19,007. 2021 AMOUNT: $ 2,933. 2022 AMOUNT: $ 97. 2023 AMOUNT: $ 4,032. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 10095180 10095180 654759 163690 0 0 573760 642166 652415 654759 2523100 3784650 143440 160542 163104 163690 630776 946164 5569873 225000 603908 236647 6162134 4257716 100 1501535 189478 5569873 5790490 500 -1349631 183643 4257716 5072960 375250 505148 162868 5790490 4701022 1700 384819 14581 5072960 0.00000 0.47995 0.52005 0 0 237054 51002 186052 14522 12505 2017 617643 229937 387706 575775 RIGHT OF USE ASSET - LEASE 5773658 DEFERRED COMPENSATION ASSET 222921 SECURITY DEPOSITS 36832 6033411 LEASE LIABILITY 7146027 DEFERRED COMPENSATION LIABILITY 222921 7368948 X 11741457 3829415 3735 3833150 7908307 76645 76645 7984952 10095180 3735 3735 10091445 76645 10750 87395 10178840 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE AVAILABLE FOR SPECIFIED PROGRAMS, NET ASSETS WERE RELEASED FROM RESTRICTIONS BY INCURRING EXPENSES SATISFYING THE RESTRICTED PURPOSE. THE ASSOCIATION DOES NOT APPROPRIATE FOR EXPENDITURE ANY PORTION OF THE PERMANENTLY RESTRICTED NET ASSETS. APPROPRIATIONS ARE ONLY MADE FROM ACCUMULATIONS ON PERMANENTLY RESTRICTED ASSETS THAT ARE CLASSIFIED AS TEMPORARILY RESTRICTED. PART X, LINE 2: THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,735. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,735. PART XII, LINE 4B - OTHER ADJUSTMENTS: REFUND OF PRIOR YEAR GRANTS 10,750. 1 NORTH AMERICA 0 0 GRANTMAKING 38335 0 0 0 0 0 0 38335 0 38335 NORTH AMERICA NSF GRANT OPEN MATH AND PUTNAM FOUNDATION 28335 0 NORTH AMERICA DOLCIANI MATH ENRICHMENT PROGRAM 10000 0 2 0 0 0 0 0 0 0 PART I, LINE 2: THE MAA MAKES AWARDS THROUGH COMMITTEES SET UP TO REVIEW APPLICANT OR RECIPIENT QUALIFICATIONS, AWARD AMOUNTS ARE DETERMINED BY THE ORGANIZATION IN ADVANCE OF THE AWARD BEING MADE. IN THE CASE OF A GRANT AWARDED TO A RECIPIENT INDIVIDUAL OR ORGANIZATION THAT IS NOT MADE IN RESPONSE TO PAST ACHIEVEMENTS BUT TO FUND FUTURE WORK, THE MAA HAS DEVELOPED CRITERIA WHICH GOVERN ALL GRANT RECIPIENTS. THESE POLICIES HAVE BEEN APPROVED BY THE COGNIZANT AGENCY. 1 ANDREWS UNIVERSITY 4150 ADMINISTRATION DRIVE BERRIEN SPRINGS MI 49104 381627600 501(C)(3) 33389 0 OUTREACH PROGRAM ASSISTANCE GRANT BISHOP STATE COMMUNITY COLLEGE 1365 DR MARTIN LUTHER KING JR AVENUE MOBILE AL 36603 636003295 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT CENTRAL CONNETICUT STATE UNIVERSITY 1615 STANLEY STREET NEW BRITAIN CT 06053 061303381 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT CHAMINADE UNIVERSITY OF HONOLULU 3140 WAIALAE AVENUE HONOLULU HI 96816 990272261 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT COLORADO STATE UNIVERSITY 2002 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT DUKE UNIVERSITY 103 ALLEN BUILDING DURHAM NC 27708 560532121 501(C)(3) 15000 0 OUTREACH PROGRAM ASSISTANCE GRANT FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 33433 650385507 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT GETTYSBURG COLLEGE 300 NORTH WASHINGTON STREET GETTYSBURG PA 17325 231352641 501(C)(3) 32661 0 OUTREACH PROGRAM ASSISTANCE GRANT GIRL SCOUTS OF MONTANA AND WYOMING 1100 N 30TH ST BILLINGS MT 59101 810211244 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT GREATER THAN MATH INC 3094 HUNTINGTON ROAD SHAKER HEIGHTS OH 44120 863378622 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1 OXFORD STREET 3RD FLOOR CAMBRIDGE MA 02138 042103580 501(C)(3) 20000 0 OUTREACH PROGRAM ASSISTANCE GRANT HOPE COLLEGE 141 E 12TH STREET HOLLAND MI 49423 381467631 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT JAMES MADISON UNIVERSITY 1031 S MAIN STREET MSC 5711 HARRISONBURG VA 22807 546001756 501(C)(3) 5500 0 OUTREACH PROGRAM ASSISTANCE GRANT KANSAS STATE UNIVERSITY 1601 VATTIER STREET MANHATTAN KS 66506 480530270 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT KENT STATE UNIVERSITY 6000 FRANK AVE NW NORTH CANTON OH 44720 316402079 501(C)(3) 5938 0 OUTREACH PROGRAM ASSISTANCE GRANT PACE UNIVERSITY 1 PACE PLAZA NEW YORK NY 10038 135651811 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT REGENTS UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET 1ST FLOOR WOLVERINE TOWER ANN ARBOR MI 48109 386006309 501(C)(3) 5325 0 OUTREACH PROGRAM ASSISTANCE GRANT ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD KANSAS CITY MT 64110 430653604 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT UNIVERSITY ENTERPRISES INC 6000 J STREET LIBRARY 2520 SACRAMENTO CA 95819 941337638 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT SEDGWICK PUBLIC SCHOOLS USD 439 719 N COMMERCIAL SEDGWICK KS 67135 486029805 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON NY 13617 150532239 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 450 JANE STANFORD WAY BUILDING 380 STANFORD CA 94305 941156365 501(C)(3) 10000 0 OUTREACH PROGRAM ASSISTANCE GRANT THE PRESIDENT & TRUSTEES OF COLBY COLLEGE 4000 MAYFLOWER HILL WATERVILLE ME 04901 010233897 501(C)(3) 5700 0 OUTREACH PROGRAM ASSISTANCE GRANT THE UNIVERSITY OF TENNESSEE FOUNDATION INC 505 SUMMER PLACE UTT 946 KNOXVILLE TN 37902 621844686 501(C)(3) 5873 0 OUTREACH PROGRAM ASSISTANCE GRANT UNIVERSITY OF PUERTO RICO MAYAGUEZ 259 BLVD MAYAGUEZ PR 00680 660433761 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE AL 36688 630477348 501(C)(3) 32298 0 OUTREACH PROGRAM ASSISTANCE GRANT UNIVERSITY OF TEXAS SAN ANTONIO ONE UTSA CIRCLE GIFT SERVICES SAN ANTONIO TX 78249 741717115 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT UNIVERSITY OF WISCONSIN 1641 LOMBARDI ACCESS ROAD MADISON WI 53706 391163371 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT WAKE FOREST UNIVERSITY 2601 WAKE FOREST RD MANCHESTER HALL WINSTONSALEM NC 27109 560532131 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 26501 556017181 501(C)(3) 5605 0 OUTREACH PROGRAM ASSISTANCE GRANT WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE ROAD WORCESTER MA 01609 042121659 501(C)(3) 6000 0 OUTREACH PROGRAM ASSISTANCE GRANT 31 0 SLIFFE 23 11000 ANDERSON AWARD 3 150 JAMES CRAWFORD TEACHING 1 500 HALMOS FORD 8 3250 EARL/POLYA FUND 4 2000 SOLOW AWARD 1 2500 DOLCIANI FUND 1 5000 BECKENBACH AWARD 1 2500 SELDEN AWARD 1 1500 PUTNAM AWARDS 28 70700 INCLUSIVITY AWARD 1 2500 CHRISTINE STEVENS 1 5000 CHAUVENET 1 1000 ALLENDOERFER 3 1500 D.E SHAW (AMC8) 32 6914 SIGMA (AMC 10) 12 12200 AMC 12 (AKAMAI, JANE STREET) 11 11000 MOP STUDENT PRIZES 1 153 TREVOR EVANS AWARD FUND 3 1000 EULER PRIZE 2 2000 HU AWARD FUND 1 5000 ALDER AWARD 3 3000 HAIMO TEACHING AWARD FUND 3 3000 PARTICIPANT STIPENDS 13 41355 PART I, LINE 2: THE MAA MAKES AWARDS THROUGH COMMITTEES SET UP TO REVIEW APPLICANT OR RECIPIENT QUALIFICATIONS, AWARD AMOUNTS ARE DETERMINED BY THE ORGANIZATION IN ADVANCE OF THE AWARD BEING MADE. IN THE CASE OF A GRANT AWARDED TO A RECIPIENT INDIVIDUAL OR ORGANIZATION THAT IS NOT MADE IN RESPONSE TO PAST ACHIEVEMENTS BUT TO FUND FUTURE WORK, THE MAA HAS DEVELOPED CRITERIA WHICH GOVERN ALL GRANT RECIPIENTS. THESE POLICIES HAVE BEEN APPROVED BY THE COGNIZANT AGENCY. X X X X 0 0 0 0 0 0 0 0 0 J MICHAEL PEARSON EXECUTIVE DIRECTOR 280309 0 0 0 0 0 21225 0 12197 0 313731 0 0 0 KIMBERLY RUTLAND-STARKS CHIEF FINANCIAL OFFICER 170491 0 0 0 0 0 13264 0 21130 0 204885 0 0 0 LIANE KLUGE SENIOR DIR., MEMBERSHIP MARKETING 151588 0 0 0 0 0 12396 0 35574 0 199558 0 0 0 AUDREY MALAGON SENIOR DIRECTOR, PROGRAMS 145749 0 0 0 0 0 12014 0 30754 0 188517 0 0 0 CAROL BAXTER DIRECTOR, PUBLICATIONS 132824 0 0 0 0 0 10500 0 24544 0 167868 0 0 0 JUSTIN CORTEZ MANAGER, DATA AND ANALYTICS 125173 0 0 0 0 0 9926 0 26339 0 161438 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE MATHEMATICAL ASSOCIATION OF AMERICA IS OPEN TO ALL THOSE WHO HAVE AN INTEREST IN THE FIELD OF MATHEMATICS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS WHO ARE ELECTED BY VOTE BY THE ENTIRE MEMBERSHIP ARE THE PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT AND VICE PRESIDENT. OF THE 52 MEMBERS OF CONGRESS, 29 ARE REPRESENTATIVE FROM EACH OF THE 29 REGIONAL SECTIONS OF THE MAA, WHICH ARE ELECTED WITHIN THEIR SECTIONS BY THE DIRECT VOTE OF THE MEMBERSHIP. THE SECTIONS ARE SEPARATE ENTITIES, ALL OTHER BOARD MEMBERS ARE ELECTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE ONLY DECISIONS OF THE BOARD THAT ARE SUBSEQUENTLY VOTED ON BY THE MEMBERS (THOSE PRESENT AT THE BUSINESS MEETING HELD AT THE END OF BOTH SEMI-ANNUAL MEETINGS OF THE MAA) ARE THOSE RELATING TO BYLAWS CHANGES. THOSE ARE PUT BEFORE THE MEMBERS PRESENT AT THE BUSINESS MEETINGS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS MADE AVAILABLE TO ALL GOVERNING BODY MEMBERS FOR REVIEW BEFORE FILING. A COPY OF THE FINAL REPORT IS AVAILABLE UPON REQUEST ON THE MAA WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ALL FINANCIAL TRANSACTIONS WITH OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE EXAMINED TO ENSURE THAT PAYMENTS TO THEM ARE EITHER IN RESPONSE TO SUBMITTED EXPENSE REPORTS OR ARE IN AGREEMENT WITH NEGOTIATED CONTRACTS FOR SERVICES. FORM 990, PART VI, SECTION B, LINE 15A THE SALARIES OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER ARE DETERMINED BY AN OVERSIGHT COMMITTEE WHICH IS MADE UP OF THE PRESIDENT, TREASURER AND PRESIDENT-ELECT OR THE PAST-PRESIDENT. COMPARABILITY DATA WAS USED FOR THE SALARY OF THE EXECUTIVE DIRECTOR BUT NOT FOR THE CHIEF FINANCIAL OFFICER. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION WAS MADE. THE COMPENSATION FOR THE NON-STAFF OFFICERS (SECRETARY AND PRESIDENT), IS OVERSEEN BY THE COMPENSATION COMMITTEE WHICH DID NOT CONTEMPORANEOUSLY SUBSTANTIATE THEIR DISCUSSION AND WHICH DID NOT USE COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE FORMS 990 AND 990-T AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE MAA WEBSITE IN A PUBLICLY ACCESSIBLE LOCATION. FORM 990, PART VII, SECTION A, LINE 5: COMPENSATED BOARD MEMBERS LISTED ON PART VII WERE COMPENSATED BY THEIR APPLICABLE UNIVERSITIES. THE AMOUNTS LISTED IN COLUMN (D) WERE PAYMENTS TO THE UNIVERSITIES FOR A BUYOUT OF THOSE BOARD MEMBERS' TIME SPENT FOR THE MATHEMATICAL ASSOCIATION OF AMERICA. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,640,056. MANAGEMENT AND GENERAL EXPENSES 107,201. FUNDRAISING EXPENSES 52,746. TOTAL EXPENSES 1,800,003. FORM 990, PART XI, LINE 9: REFUND OF PRIOR YEAR GRANTS 10,750. WALTER B FORD LECTURE FUND OF THE MATHEMATICAL ASSOCATION 1529 18TH ST NW WASHINGTON DC 20036 237275372 SUPPORT MATH DC 501(C)(3) LINE 12A, I MATHEMATICAL ASSOCIATION OF AMERICA INC 1 EDYTHE MAE SLIFFE FUND 1529 18TH ST NW WASHINGTON DC 20036 522169103 SUPPORT MATH DC 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 WALTER B FORD LECTURE FUND OF THE MATHEMATICAL ASSOCATION Q 21692 FMV EDYTHE MAE SLIFFE FUND Q 57142 FMV