2024-11-15T19:17:35-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 160743079 MATHEMATICAL ASSOCIATION OF AMERICA INC MATH 2023875200 11 DUPONT CIRCLE NW 200 WASHINGTON DC 20036 J MICHAEL PEARSON EXECUTIVE DIRECTOR 2023875200 2024-11-15 1 1 AARON M FOX P01365820 2022274000 2023 2024-10-15 13:58:12Z J MICHAEL PEARSON 11 DUPONT CIRCLE NW 200 WASHINGTON DC 20036 9674332 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. 8 5 36 200 7200 0 4346038 2749719 2987131 4122362 665337 671815 994752 1055036 8993258 8598932 960169 673429 0 0 3670423 3541989 0 0 431336 5230624 5832889 9861216 10048307 -867958 -1449375 34060928 35554444 11775898 11596705 22285030 23957739 X THE MISSION OF THE MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. 0 0 2540940 665029 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. 1491378 3400 827013 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. 747325 1890242 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. 1061150 677457 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. 1234919 5000 608036 ALL OTHER PROGRAM SERVICES NOT LISTED ABOVE. 2296069 5000 1285493 7075712 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 1 0 0 0 0 1 1 0 0 0 1 266 0 1 36 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 5 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 HORTENSIA SOTO PRESIDENT 10.00 X X 12250 0 0 NANCY NEUDAUER ASSOCIATE SECRETARY 5.00 X X 12250 0 0 CYNTHIA J WYELS SECRETARY 5.00 X X 10000 0 0 JENNIFER J QUINN PAST-PRESIDENT - UNTIL 01/2023 5.00 X X 0 0 0 ADRIANA SALERNO VICE PRESIDENT 5.00 X X 0 0 0 C ALLEN BUTLER TREASURER 5.00 X X 0 0 0 EDRAY GOINS 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 5.00 X 0 0 0 J MICHAEL PEARSON EXECUTIVE DIRECTOR 40.00 2.00 X 280462 0 29928 KIMBERLY RUTLAND-STARKS CHIEF FINANCIAL OFFICER 40.00 X 168382 0 26390 BEN SPAISMAN CHIEF BUSINESS OFFICER 40.00 X 30520 0 2678 KRISTEN VU DIRECTOR DEVELOPMENT & COMMUNICATIONS 40.00 X 157106 0 33445 STEPHEN COOLBAUGH DIRECTOR, MEMBERSHIP 40.00 X 148522 0 19851 CAROL BAXTER DIRECTOR, PUBLICATIONS 40.00 X 123252 0 25038 CHERYL ADAMS DIRECTOR MEMBER & CUSTOMER RELATIONS 40.00 X 120692 0 9935 DEIRDRE LONGACHER SMELTZER DIRECTOR, PROGRAMS 40.00 X 116034 0 14161 1179470 0 161426 8 0 1 0 EDUCATIONAL VISTAS INC PO BOX 13314 ALBANY NY 122123314 TECHNOLOGY CONSULTING 290520 BRIGHTKEY 60 WEST STREET SUITE 300 ANNAPOLIS MD 21401 CUSTOMER SERVICING CENTER 223760 ARAMARK 333 SOUTH FRANKLIN STREET TAMPA FL 33602 CATERING SERVICES 144380 MOORING AUDIO VISUAL LLC 455 NE 5TH AVENUE DELRAY BEACH FL 33483 AUDIO/VISUAL SERVICES 139870 FUSIONSPAN 401 N WASHINGTON STREET SUITE 400 ROCKVILLE MD 20850 TECHNOLOGY CONSULTING 131923 6 814810 1934909 37141 2749719 AMERICAN MATH COMPETITION 900099 1890242 1890242 MEMBERSHIP DUES 900099 827013 827013 MEETINGS 900099 727582 604772 122810 PUBLICATION SALES 900099 674261 674261 OTHER PROGRAMS 900099 3264 3264 4122362 648970 648970 1043804 1043804 1098245 1075400 22845 22845 22845 3196 0 3196 3196 ADVERTISING REVENUE 900099 7200 7200 MISCELLANEOUS INCOME 900099 836 836 8036 8598932 4002748 7200 1839265 X 525394 525394 101365 101365 46670 46670 572860 59257 513603 2334700 2057529 118938 158233 176490 153864 10791 11835 252968 202936 34735 15297 204971 151936 41649 11386 56051 41974 11943 2134 44693 33468 9523 1702 57930 43381 12343 2206 90125 90125 1626430 1217728 346244 62458 81542 81542 407699 129119 213785 64795 1034600 751082 273342 10176 576880 166760 405594 4526 423663 350537 45838 27288 699372 571584 105066 22722 31954 10778 8926 12250 109067 31528 76683 856 62298 18009 43800 489 FULLFILLMENT 402735 273691 126414 2630 MISCELLANEOUS 41911 13512 18024 10375 PUBLICATIONS 36028 26624 7733 1671 DUES/MEMBERSHIPS 25340 7325 17816 199 24571 8119 8344 8108 10048307 7075712 2541259 431336 587228 844808 592412 699827 649768 325950 502286 345482 348097 185351 940618 284070 637774 656548 23391898 25719573 7351465 6776905 34060928 35554444 1171341 1269253 52983 33152 2746137 2001788 0 505000 7805437 7787512 11775898 11596705 X 13381531 14265544 8903499 9692195 22285030 23957739 34060928 35554444 X -1449375 3107724 1942 12418 X 0 1 X 1 0 X 4038751 2259738 4669730 4346038 2749719 18063976 5036045 3281918 3396135 2919918 3999552 18633568 97109 44358 29150 68230 122810 361657 9171905 5586014 8095015 7334186 6872081 37059201 11327 6000 19850 14934 21103 73214 0 11327 6000 19850 14934 21103 73214 36985987 653028 1324264 1897883 1873572 1692774 7441521 653028 1324264 1897883 1873572 1692774 7441521 32185 19007 2933 97 4032 58254 9857118 6929285 9995831 9207855 8568887 44558976 0.83000 0.84360 0.16700 0.15310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 32,185. 2020 AMOUNT: $ 19,007. 2021 AMOUNT: $ 2,933. 2022 AMOUNT: $ 97. 2023 AMOUNT: $ 4,032. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 10048307 10048307 652415 163104 0 0 548960 573760 642166 652415 2417301 3625952 137240 143440 160542 163104 604326 906489 4257716 100 1501535 189478 5569873 5790490 500 -1349631 183643 4257716 5072960 375250 505148 162868 5790490 4701022 1700 384819 14581 5072960 4128405 500 599868 27751 4701022 0.00000 0.53098 0.46902 0 0 237054 30439 206615 14522 7664 6858 689042 245967 443075 656548 RIGHT OF USE ASSET - LEASE 6555632 DEFERRED COMPENSATION ASSET 184442 SECURITY DEPOSITS 36831 6776905 LEASE LIABILITY 7603070 DEFERRED COMPENSATION LIABILITY 184442 7787512 X 11616531 3107724 3107724 8508807 90125 90125 8598932 9945764 0 9945764 90125 12418 102543 10048307 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, 2023 AND 2022, 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 XII, LINE 4B - OTHER ADJUSTMENTS: REFUND OF PRIOR YEAR GRANTS 12,418. 1 NORTH AMERICA 0 0 GRANTMAKING 46670 0 0 0 0 0 0 46670 0 46670 NORTH AMERICA NSF/COMINDS 46670 0 1 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 AMERICAN INSTITUTE OF MATHEMATICS 600 EAST BROKAW ROAD SAN JOSE CA 95112 943205114 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM BUCKNELL UNIVERSITY ONE DENT DRIVE LEWISBURG PA 17837 240772407 501(C)(3) 32785 0 NSF/NREUP PROGRAM CENTRAL CONNETICUT STATE UNIVERSITY 1615 STANLEY STREET NEW BRITAIN CT 06053 061303381 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM CHAMINADE UNIVERSITY OF HONOLULU 3140 WAIALAE AVENUE HONOLULU HI 96816 990272261 501(C)(3) 6000 0 THE NEFF FOUNDATION CLAYTON STATE UNIVERSITY 2000 CLAYTON STATE BLVD MORROW GA 30260 511048855 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM DEPAUL UNIVERSITY 1 EAST JACKSON BOULEVARD CHICAGO IL 60604 362167048 501(C)(3) 12375 0 TONDEUR AWARD EL PASO COMMUNITY COLLEGE FOUNDATION 9050 VISCOUNT BOULEVARD EL PASO TX 79925 742452971 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM FURMAN UNIVERSITY 3300 POINSETT HWY GREEBVILLE SC 29613 570314395 501(C)(3) 5900 0 TENSOR SUMMA PROGRAM PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1 OXFORD STREET 3RD FLOOR DEPT OF MATHEMATICS CAMBRIDGE MA 02138 042103580 501(C)(3) 20000 0 PUTNAM FOUNDATION KANSAS STATE UNIVERSITY 103 FAIRCHILD HALL 1601 VATTIER STREET MANHATTAN KS 66506 480771751 501(C)(3) 12000 0 THE NEFF FOUNDATION LESLEY UNIVERSITY 29 EVERETT STREET CAMBRIDGE MA 02138 042103589 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM LOUSIANA STATE UNIVERSITY AND A&M COLLEGE 8100 HIGHWAY 71 SOUTH ALEXANDRIA LA 71302 726000848 501(C)(3) 29612 0 NSF/NREUP PROGRAM MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE NE49-3000 CAMBRIDGE MA 02319 042103594 501(C)(3) 25000 0 PUTNAM FOUNDATION NORTHERN ARIZONA UNIVERSITY 525 SOUTH BEAVER STREET FLAGSTAFF AZ 86011 742579628 501(C)(3) 11994 0 TENSOR WOMEN & MATH PROGRAM PACE UNIVERSITY ONE PACE PLAZA NEW YORK NY 10038 135562314 501(C)(3) 6000 0 THE NEFF FOUNDATION REGENTS OF THE UNIVERSITY OF MICHIGAN 525 SOUTH BEAVER STREET ANN ARBOR MI 48109 386006309 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK 35 STATE STREET ALBANY NY 12207 141368361 501(C)(3) 35123 0 NSF/NREUP PROGRAM ROCHESTER INSTITUTE OF TECHNOLOGY 25 LOMB MEMORIAL DR ROCHESTER NY 14623 160743140 501(C)(3) 7991 0 NSF/PIC MATH SAINT THOMAS AQUINAS COLLEGE 125 NY-340 SPARKILL NY 10976 132513162 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM SAN FRANCISCO STATE UNIVERSITY 600 HOLLOWAY AVE SAN FRANCISCO CA 94132 931137247 501(C)(3) 16189 0 NSF/COMINDS THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 450 JANE STANFORD WAY BUILDING 380 STANFORD CA 94305 941156365 501(C)(3) 15000 0 PUTNAM FOUNDATION STONEHILL COLLEGE INC 320 WASHINGTON STREET EASTON ME 02357 042104229 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM TEXAS A&M RESEARCH FOUNDATION ONE UNIVERSITY WAY SAN ANTONIO TX 78224 741238434 501(C)(3) 33691 0 NSF/NREUP PROGRAM THE UNIVERSITY OF TENNESSEE FOUNDATION INC 505 SUMMER PLACE UTT 946 KNOXVILLE TN 37902 621844686 501(C)(3) 5661 0 TENSOR WOMEN & MATH PROGRAM TRUSTEES OF BOSTON UNIVERSITY 25 BUICK STREET BOSTON MA 02115 042103547 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM UNIVERSITY OF MAINE SYSTEM INC 5717 CORBETT HALL ROOM 404 ORONO ME 04469 016000769 501(C)(3) 10780 0 NSF/COMINDS UNIVERSITY CORPORATION AT MONTEREY BAY 8 UPPER RAGSDALE DR MONTEREY CA 93940 770387459 501(C)(3) 33899 0 NSF/NREUP PROGRAM UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT ROAD COLLEGE PARK MD 20740 522197313 501(C)(3) 10000 0 PUTNAM FOUNDATION UNIVERSITY OF MASSACHUSETTS DARTMOUTH 285 OLD WESTPORT RD NORTH DARTMOUTH MA 02747 043167352 501(C)(3) 6794 0 TONDEUR AWARD UNIVERSITY OF WISCONSIN-SUPERIOR FOUNDATION INC 801 NORTH 28TH STREET SUPERIOR WI 54880 396088707 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM UTAH TECH UNIVSERITY 225 SOUTH UNIVERSITY AVENUE ST GEORGE UT 84770 876000048 501(C)(3) 5880 0 TENSOR SUMMA PROGRAM WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 26501 556017181 501(C)(3) 17000 0 DOLCIANI MATH ENRICHMENT PROGRAM, THE NEFF FOUNDATION WESTMINSTER COLLEGE 1840 S 1300 E SALT LAKE CITY UT 84105 250981156 501(C)(3) 6000 0 TENSOR SUMMA PROGRAM WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE RD WORCESTER ME 01609 042121659 501(C)(3) 6000 0 TENSOR WOMEN & MATH PROGRAM 34 0 SLIFFE 30 15223 HALMOS FUND 5 2000 SIGMAA - HOM 1 3000 JAMES CRAWFORD TEACHING 1 200 HASSE AWARD 1 2000 HALMOS FORD 5 2000 EARL/POLYA FUND 2 2000 SOLOW AWARD 1 2500 DOLCIANI FUND 1 5000 JOINT MATH AWARD - AMS 1 400 NEFF FOUNDATION 1 18 PUTNAM AWARDS 28 32150 CHRISTINE STEVENS 1 5000 CHAUVENET 2 1000 DAVE ROBBINS 2 3333 ALLENDOERFER 2 1000 D.E SHAW (AMC8) 6 3000 SIGMA (AMC 10) 3 2142 AMC 12 (AKAMAI, JANE STREET) 5 4856 TREVOR EVANS AWARD FUND 1 1000 CHAN/STANEK STUDENT POSTER FUND 1 543 EULER PRIZE 1 2000 HU AWARD FUND 1 5000 ALDER AWARD 3 3000 HAIMO TEACHING AWARD FUND 3 3000 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 280462 0 0 0 0 0 21225 0 8703 0 310390 0 0 0 KIMBERLY RUTLAND-STARKS CHIEF FINANCIAL OFFICER 168382 0 0 0 0 0 13057 0 13333 0 194772 0 0 0 KRISTEN VU DIRECTOR DEVELOPMENT & COMMUNICATIONS 157106 0 0 0 0 0 12760 0 20685 0 190551 0 0 0 STEPHEN COOLBAUGH DIRECTOR, MEMBERSHIP 148522 0 0 0 0 0 11250 0 8601 0 168373 0 0 0 X 1 37141 FMV 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF CONTRIBUTED ITEMS. 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 CONSULTING FEES: PROGRAM SERVICE EXPENSES 788,986. MANAGEMENT AND GENERAL EXPENSES 224,486. FUNDRAISING EXPENSES 40,122. TOTAL EXPENSES 1,053,594. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 428,742. MANAGEMENT AND GENERAL EXPENSES 121,758. FUNDRAISING EXPENSES 22,336. TOTAL EXPENSES 572,836. FORM 990, PART XI, LINE 9: REFUND OF PRIOR YEAR GRANTS 12,418. 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 N/A 0 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 0 0 0