2025-10-30T14:27:17-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2024-01-01 941156476 ANNUAL REVIEWS ANNU 6504934400 1875 S GRANT STREET SUITE 700 SAN MATEO CA 94402 JONATHAN MICHAEL CFO 6504934400 2025-10-22 1 0 BRIAN YACKER P00401346 9492222999 2025-10-22 2024 2025-03-06 01:10:19Z RICHARD GALLAGHER 1875 S GRANT STREET SUITE 700 SAN MATEO CA 94402 17096693 0 X WWW.ANNUALREVIEWS.ORG X 1934 CA NONPROFIT PUBLISHER DEDICATED TO SYNTHESIZING KNOWLEDGE FOR THE PROGRESS OF SCIENCE. 13 13 125 16 194176 0 1267288 103110 0 1475624 303 240 17032450 15372013 18300041 16950987 18038 26196 0 0 14122767 14428811 0 0 16654 7144063 6862581 21284868 21317588 -2984827 -4366601 5389125 6577011 6811134 7370606 -1422009 -793595 X THE MISSION OF ANNUAL REVIEWS IS DEDICATED TO SYNTHESIZING AND INTEGRATING KNOWLEDGE FOR THE PROGRESS OF SCIENCE AND THE BENEFIT OF SOCIETY. 0 0 12754873 25456 15177837 JOURNALS - INCLUDES THE EDITING, PRODUCTION, SALES, PROMOTION AND DISTRIBUTION OF CURRENT AND FUTURE VOLUMES OF SCIENTIFIC REVIEW ARTICLES. THE PRIMARY PURPOSE IS TO STIMULATE AND ENCOURAGE THE ADVANCEMENT AND DEVELOPMENT OF SCIENTIFIC SCHOLARLY DISCIPLINES AND TO FOSTER RESEARCH THEREIN. 2162604 690 KNOWABLE MAGAZINE - PUBLICATION OF A FREE DIGITAL MAGAZINE WITH THE GOAL OF PRESENTING SCIENTIFIC KNOWLEDGE IN A COMPELLING AND ACCESSIBLE FASHION. ALL CONTENT IS FREE TO READ, REUSE AND BE PRESENTED AS STANDALONE MATERIALS TO PROMOTE WIDESPREAD SHARING VIA SOCIAL MEDIA. 1501457 50 1475624 CHARLESTON CONFERENCE - HOSTING AN ANNUAL CONFERENCE OF LIBRARIANS, PUBLISHERS, ELECTRONIC RESOURCE MANAGERS, CONSULTANTS, AND VENDORS OF LIBRARY MATERIALS IN CHARLESTON, SC, IN NOVEMBER, TO DISCUSS ISSUES OF IMPORTANCE TO LIBRARIES AND SCHOLARLY PUBLISHERS. 448477 PERIODICALS - INCLUDES KATINA, AGAINST THE GRAIN, AND THE CHARLESTON ADVISOR. KATINA IS A DIGITAL PUBLICATION THAT ADDRESSES THE VALUE OF LIBRARIANS TO SOCIETY AND ELEVATES THEIR ROLE AS TRUSTED STEWARDS OF KNOWLEDGE. AGAINST THE GRAIN IS A DIGITAL PUBLICATION WITH THE LATEST NEWS ABOUT LIBRARIES, PUBLISHERS, BOOK JOBBERS, AND SUBSCRIPTION AGENTS, WITH A GOAL TO LINK PUBLISHERS, VENDORS, AND LIBRARIANS BY REPORTING ON THE ISSUES, LITERATURE, AND PEOPLE THAT IMPACT THE WORLD OF BOOKS AND JOURNALS. THE CHARLESTON ADVISOR WAS DISCONTINUED IN JULY 2024. IT WAS A PEER-REVIEWED PUBLICATION THAT REVIEWED PROPRIETARY AND FREE INTERNET RESOURCES THAT LIBRARIES LICENSE AND MAKE AVAILABLE TO THEIR PATRONS. 448477 16867411 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 168 0 1 125 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI X X JONATHAN MICHAEL 6504934400 1875 S GRANT ST STE 700 SAN MATEO CA 94402 RICHARD GALLAGHER PRESIDENT AND EDITOR-IN-CHIEF 38.00 1.00 X 482863 0 57328 JONATHAN MICHAEL CFO 38.00 1.00 X 286348 0 66101 ANDREA LOPEZ DIRECTOR OF SALES/PARTNERSHIPS/INIT. 38.00 X 275927 0 42236 JENNIFER JONGSMA DIR. 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THE ORGANIZATION USES THE "MORE LIKELY THAN NOT" CRITERION FOR RECOGNIZING THE INCOME TAX BENEFIT OF ITS INCOME TAX EXEMPT STATUS AND ESTABLISHING MEASUREMENT CRITERIA FOR LIABILITIES RESULTING FROM THE LOSS OF THAT STATUS. THE ORGANIZATION BELIEVES ALL INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND, ACCORDINGLY, HAS NOT RECORDED A LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS OR AN ACCRUAL FOR INTEREST AND PENALTIES AT DECEMBER 31, 2024. IN THE EVENT THE ORGANIZATION SHOULD NEED TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED INCOME TAX LIABILITIES, THIS AMOUNT WILL BE RECORDED AS AN ACCRUED LIABILITY AND AN INCREASE TO INCOME TAX EXPENSE. ALTHOUGH THE ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR TAX ON ITS UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE ORGANIZATION'S UBTI HAS NOT BEEN MATERIAL THROUGH DECEMBER 31, 2024. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INFORMATIONAL TAX RETURN (FORM 990) IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA EXEMPT ORGANIZATION BUSINESS INFORMATIONAL TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES SELLING AND PROMOTING AR PRODUCTS TO EUROPEAN CUSTOMERS 174329 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES TRANSLATING SERVICES FOR KNOWABLE MAGAZINE EN ESPANOL 172683 EAST ASIA AND THE PACIFIC 0 0 GRANTS 9929 0 2 0 0 0 2 356941 0 356941 EAST ASIA AND THE PACIFIC MYANMAR STOVES CAMPAIGN 9929 CREDIT CARD 0 1 0 0 0 0 0 0 0 FORM 990 - SCH F PART I LINE 3 MARK GREENE WAS HIRED BY MAVERICK PUBLISHING SPECIALIST, A UK COMPANY. THROUGH MAVERICK, MARK PROVIDES SERVICES TO ANNUAL REVIEWS AS A SALES AND BUSINESS DEVELOPMENT MANAGER STARTING JAN 2017. HE IS RESPONSIBLE FOR SELLING AND PROMOTING ANNUAL REVIEWS' PRODUCTS TO EUROPEAN CUSTOMERS. ANNUAL REVIEWS DOES NOT HAVE A PHYSICAL OFFICE IN THE UK. MARK GREENE IS WORKING FROM HIS HOME IN THE UK. IN 2024, ANNUAL REVIEWS PAID A TOTAL OF $174,329 TO MAVERICK FOR MARK'S EMPLOYMENT SERVICES FEES. FORM 990 - SCH F PART I LINE 3 DEBBIE PONCHNER WAS HIRED BY VELOCITY GLOBAL, A GLOBAL EMPLOYER OF RECORD IN THE U.S. DEBBIE IS THE ASSOCIATE EDITOR FOR KNOWABLE EN ESPANOL, PROVIDING SERVICES FOR TRANSLATING ENGLISH-LANGUAGE ARTICLES, GRAPHICS, AND OTHER CONTENT INTO SPANISH, MANAGING PRODUCTION OF THESE ARTICLES, PITCHING THEM TO OTHER SPANISH-LANGUAGE MEDIA PUBLICATIONS FOR REPUBLISHING, COMMISSIONING, EDITING, PROMOTING ARTICLES THROUGH SOCIAL MEDIA, PRODUCING ORIGINAL ARTICLES OR CONTENT FROM LATIN AMERICAN SCIENCE JOURNALISTS AND BACK-TRANSLATING THOSE ARTICLES INTO ENGLISH FOR KNOWABLE MAGAZINE. SHE LIVES IN COSTA RICA AND WORKS FROM HER HOME. VELOCITY GLOBAL PAYS DEBBIE'S COMPENSATION, TAXES AND BENEFITS; ANNUAL REVIEWS PAYS EMPLOYMENT SERVICES FEES DIRECTLY TO VELOCITY GLOBAL. 1 PARKINSONS FOUNDATION 5757 WATERFORD DISTRICT DRIVE SUITE 310 MIAMI FL 33126 131866796 501(C)(3) 5150 0 GENERAL SUPPORT 1 0 PART I, LINE 2: FOR ANY GRANTS MADE BY ANNUAL REVIEWS, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE. X X X 0 0 0 0 0 0 0 0 0 RICHARD GALLAGHER PRESIDENT AND EDITOR-IN-CHIEF 478997 0 0 0 3866 0 34500 0 22828 0 540191 0 0 0 JONATHAN MICHAEL CFO 278447 0 2274 0 5627 0 29116 0 36985 0 352449 0 0 0 ANDREA LOPEZ DIRECTOR OF SALES/PARTNERSHIPS/INIT. 190905 0 79774 0 5248 0 27128 0 15108 0 318163 0 0 0 JENNIFER JONGSMA DIR. 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ARIC WAS FORMED FOR THE PURPOSE OF MANAGING INVESTMENTS FOR THE BENEFIT OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE FORM 990, A COPY OF THE FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS WITHOUT ASKING FOR APPROVAL OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C WHEN AN INDIVIDUAL IS ELECTED TO SERVE AS A MEMBER OF THE ANNUAL REVIEWS BOARD OF DIRECTORS, THE BUSINESS AFFAIRS COMMITTEE, OR THE EDITORIAL AFFAIRS COMMITTEE, THE MEMBER IS ASKED TO FILL OUT A "DISCLOSURE OF POTENTIAL BIAS" FORM. THEIR STATEMENTS ARE KEPT ON FILE WITH THE CORPORATE SECRETARY TO THE BOARD AND WILL BE MADE AVAILABLE UPON REQUEST. MEMBERS ARE ASKED TO UPDATE THEIR DISCLOSURE STATEMENTS WHENEVER CIRCUMSTANCES NECESSITATE A CHANGE. BLANK FORMS ARE DISTRIBUTED TO MEMBERS DURING EACH YEAR OF SERVICE AS A REMINDER FOR MEMBERS TO REVIEW THEIR DISCLOSURE STATEMENTS AND UPDATE AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS COMPENSATION COMMITTEE IS MADE UP OF FOUR BOARD MEMBERS ANNUALLY ELECTED TO SERVE ON THIS STANDING BOARD COMMITTEE. IT MEETS ANNUALLY EACH SPRING FOR THE PURPOSE OF DETERMINING AND APPROVING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND EDITOR-IN-CHIEF AND REVIEWING AND APPROVING THE PAY OF TOP MANAGEMENT, OFFICERS AND KEY EMPLOYEES IN ORDER TO DETERMINE INTERNAL AND EXTERNAL EQUITY. REPORTS OF BENCHMARK SALARY AND MERIT INCREASE DATA ARE ALSO PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES FOR REVIEW AND COMMENT. OTHER EMPLOYEE SALARIES ARE APPROVED ANNUALLY BY ANNUAL REVIEWS' INTERNAL COMPENSATION COMMITTEE, CONSISTING OF THE PRESIDENT & EDITOR-IN-CHIEF, THE CFO & CORPORATE SECRETARY, AND THE DIRECTOR OF HUMAN RESOURCES, BASED ON MEETINGS WITH RELEVANT SUPERVISORS AND DIRECTORS FOR EACH DEPARTMENT. THE DIRECTOR OF HUMAN RESOURCES MAINTAINS RECORDS AND DOCUMENTATION OF ALL SALARY ACTIONS APPROVED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ELIMINATION FOR CONSOLIDATION - INTER-CO PAYABLE 4,995,015. FORM 990, PART XII, LINE 2: THE 2024 FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS WITH ANNUAL REVIEWS INVESTMENTS CORPORATION. FORM 990, PART XII, LINE 2C: ANNUAL REVIEWS HAS NOT CHANGED ITS PROCESS RELATED TO OVERSIGHT OF THE AUDIT AND REVIEW OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR. A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS. ANNUAL REVIEWS INVESTMENT CORPORATION 1875 S GRANT ST STE 700 SAN MATEO CA 94402 464548728 TO SUPPORT, BENEFIT AND ASSIST ANNUAL REVIEWS CA 501(C)(3) LINE 12A, I ANNUAL REVIEWS 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ANNUAL REVIEWS INVESTMENT CORPORATION C 5000000 FMV