2023-11-14T12:22:05-06:00 2022-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-01-01 131656610 American Physical Society % SANDY WELDON CONTROLLER AMER 3012093210 One Physics Ellipse College Park MD 207403844 JANE HOPKINS-GOULD CFOO 3012093210 2023-11-13 true JANE HOPKINS-GOULD 999009999 Marc Berger P01871563 7038930600 2 2022 2023-04-26 12:10:37Z JONATHAN BAGGER One Physics Ellipse College Park MD 207403844 95126646 false X WWW.APS.ORG X 1914 DC TO ADVANCE AND DIFFUSE THE KNOWLEDGE OF PHYSICS FOR THE BENEFIT OF HUMANITY, PROMOTE PHYSICS, AND SERVE THE BROADER PHYSICS COMMUNITY. 16 14 306 2800 182161 109889 8348591 8778170 54920830 56972782 19891980 5335883 110966 125264 83272367 71212099 2269639 2873523 0 0 34592358 36864592 0 0 909543 22942275 31472120 59804272 71210235 23468095 1864 294467482 262299827 26466300 34422029 268001182 227877798 X THE AMERICAN PHYSICAL SOCIETY IS AN EDUCATIONAL AND SCIENTIFIC ORGANIZATION WHOSE OBJECTIVE IS THE ADVANCEMENT AND DIFFUSION OF THE KNOWLEDGE OF PHYSICS. 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Schedule D, Part X, Line 2: APS IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. APS HAD AN IMMATERIAL AMOUNT OF UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. UNDER ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED. APS DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND; ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. APS HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, APS HAS FILED INTERNAL REVENUE SERVICE FORM 990 TAX RETURNS AS REQUIRED AND ALL APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. APS BELIEVES THAT IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. HOWEVER, APS IS STILL OPEN TO EXAMINATIONS BY TAX AUTHORITIES FROM FISCAL YEAR 2019 FORWARD. FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE ACCOMPANYING STATEMENTS OF ACTIVITIES. Schedule D, Part XI, Line 4B: POST-RETIREMENT MEDICAL BENEFIT ($1,794,059) CHANGE IN PORT RETIREMENT BENEFITS ($829,325) EQUITY INTEREST IN ACP $239,935 -------------- Total ($2,383,449) -------------- true Central America and the Caribbean Grantmaking 350 East Asia and the Pacific Grantmaking 39936 Europe (Including Iceland and Greenland) Grantmaking 78080 Middle East and North Africa Grantmaking 3860 North America Grantmaking 37152 South America Grantmaking 10646 South Asia Grantmaking 260 Sub-Saharan Africa Grantmaking 9900 180184 180184 Sub-Saharan Africa SUB AWARDS 9900 WIRE 1 Programs - Honorariums East Asia and the Pacific 2 800 WIRE Programs - Honorariums Europe (Including Iceland and Greenland) 4 1600 WIRE Programs - Travel Assist East Asia and the Pacific 23 12590 WIRE Programs - Travel Assist Europe (Including Iceland and Greenland) 19 16993 WIRE Programs - Travel Assist Middle East and North Africa 2 1560 WIRE Programs - Travel Assist North America 4 3159 wire Programs - Travel Assist South America 4 5406 WIRE Programs - Travel Assist South Asia 1 60 WIRE Programs - Travel Grants Central America and the Caribbean 2 350 WIRE Programs - Travel Grants Europe (Including Iceland and Greenland) 6 1700 WIRE Programs - Travel Grants North America 5 1600 WIRE Programs - Meeting Fee Waivers Europe (Including Iceland and Greenland) 3 925 WIRE Programs - Meeting Fee Waivers South America 1 340 WIRE Programs - Child Care Grants Middle East and North Africa 2 1500 WIRE Programs - Sub Awards North America 1 500 WIRE Prizes & Awards - Stipends East Asia and the Pacific 4 13850 WIRE Prizes & Awards - Stipends Europe (Including Iceland and Greenland) 21 46350 WIRE Prizes & Awards - Stipends Middle East and North Africa 1 200 WIRE Prizes & Awards - Stipends North America 2 10100 WIRE Prizes & Awards - Stipends South Asia 1 200 WIRE Prizes & Awards - Recipient Travel East Asia and the Pacific 8 2209 WIRE Prizes & Awards - Recipient Travel Europe (Including Iceland and Greenland) 6 7079 WIRE Meeting Travel Grants Europe (Including Iceland and Greenland) 1 499 WIRE Awards Europe (Including Iceland and Greenland) 1 220 wire Stipends - Participant Support North America 20 21000 wire Stipends - Participant Support South America 4 4900 wire Travel - Participant Support Middle East and North Africa 1 600 wire Sub Awards East Asia and the Pacific 2 10486 wire false false false false false false Schedule F, Part I, Line 2: RECIPIENTS ARE SELECTED BASED UPON CRITERIA DETERMINED BY OVERSIGHT COMMITTEES. RECIPIENTS PROVIDED LUMP SUM PAYMENTS AT THE BEGINNING OF THE GRANT PERIOD ARE EXPECTED TO SUBMIT FINAL REPORTS DETAILING EXPENDITURES. FUNDS GIVEN ON A "REIMBURSEMENT" BASIS REQUIRE THE RECIPIENT TO PROVIDE APS WITH AN EXPENSE REPORT THAT INCLUDES RECEIPTS FOR HIS/HER EXPENDITURES. IN ADDITION, THE FORMAL PRIZE AND AWARDS ARE BASED UPON PRIOR ACCOMPLISHMENTS AND ARE APPROVED BY THE COUNCIL OF REPRESENTATIVES BEFORE BEING GIVEN TO DISTINGUISHED PHYSICISTS. THE GRANTS OTHER THAN PRIZE AND AWARDS ARE BASED UPON REVIEW BY SENIOR STAFF AND COMMITTEES. true California State University 333 South Twin Oaks San Marcos CA 92096 330556915 501(c)(3) 19084 Programs - Sub Awards Carleton College One North College St Northfield MN 55057 410694747 501(c)(3) 86106 Programs - Sub Awards Columbia University 538 West 120th St New York NY 10027 135598093 501(c)(3) 78321 Programs - Sub Awards Florida International University 11200 SW 8th Street Pc 230 Miami FL 33199 237047106 501(c)(3) 28762 Programs - Sub Awards Northwestern University 633 Clark St Room G-547 Evanston IL 60208 362167817 501(c)(3) 7560 Programs - Sub Awards Regents Of The Univ Of California Davis One Shields Avenue Davis CA 95616 946036494 501(c)(3) 15000 Prize & Award Stipends State University Of Iowa 2410 UCC 201 S Clinton Iowa City IA 52242 426004813 501(c)(3) 45000 Prize & Award Stipends The Trustees Of Princeton University 701 Carnegie Ctr Ste 443 Princeton NJ 08540 210634501 501(c)(3) 5514 Travel - Participant Support University Of Maryland 4101 Chesapeake Bldg College Park MD 20742 526002033 501(c)(3) 55791 Programs - Sub Awards University Of Rochester 910 Genesee Street Rochester NY 14611 160743209 501(c)(3) 26250 Prize & Award Stipends University of California- Riverside 900 University Avenue Riverside CA 92521 956006142 501(c)(3) 45000 Prize & Award Stipends University of Massachusetts Boston 333 South St Ste 450 Shrewsbury MA 01545 043167352 501(c)(3) 6000 Prize & Award Stipends 12 Programs - Honorarium 72 111110 Programs - Travel Assist 224 120376 Programs - Travel Grants 158 49196 Programs - Participant Support 3 3296 Programs - Meeting Fee Waivers 22 7161 Programs - Child Care Grants 10 4925 Programs - Sub Awards 29 27296 Prize & Award - Stipends 210 438625 Prize & Award - Certificates 5 624 Prize & Award - Recipients Travel 104 88599 Stipends - Participant Support 62 99750 Travel - Participant Support 185 97477 Meeting Travel Grants 19 9481 Awards 4 1027 Participant Support 8 9252 Sub Awards 17 200579 Schedule I, PART I, Line 2: RECIPIENTS ARE SELECTED BASED UPON CRITERIA DETERMINED BY OVERSIGHT COMMITTEES. RECIPIENTS PROVIDED LUMP SUM PAYMENTS AT THE BEGINNING OF THE GRANT PERIOD ARE EXPECTED TO SUBMIT FINAL REPORTS DETAILING EXPENDITURES. FUNDS GIVEN ON A "REIMBURSEMENT" BASIS REQUIRE THE RECIPIENT TO PROVIDE APS WITH AN EXPENSE REPORT THAT INCLUDES RECEIPTS FOR HIS/HER EXPENDITURES. IN ADDITION, THE FORMAL PRIZES AND AWARDS ARE BASED UPON PRIOR ACCOMPLISHMENTS AND ARE APPROVED BY THE COUNCIL OF REPRESENTATIVES BEFORE BEING GIVEN TO DISTINGUISHED PHYSICISTS. SUBAWARDS OF FEDERAL GRANTS ARE PREAPPROVED BY THE APPLICABLE FEDERAL AGENCY AND A MEMORANDUM OF UNDERSTANDING IS EXECUTED WITH THE RECIPIENT CITING THE FEDERAL REQUIREMENTS. X X X X X true false false false false false false false false JONATHAN BAGGER CHIEF EXECUTIVE OFFICER 597557 0 30000 0 1200 0 24400 0 24696 0 677853 0 0 0 MICHAEL THOENNESSEN EDITOR-IN-CHIEF (THRU 08/22) 210002 0 24000 0 394650 0 18720 0 16441 0 663813 0 0 0 JEANETTE RUSSO CORPORATE SECRETARY 141751 0 8000 0 2200 0 12519 0 33770 0 198240 0 0 0 JAMES TAYLOR COO (THRU 07/22) 160423 0 0 0 42297 0 12877 0 7172 0 222769 0 0 0 JANE HOPKINS GOULD CFOO 320667 0 1000 0 1200 0 24400 0 18732 0 365999 0 0 0 MARK DOYLE CHIEF INFORMATION OFFICER 298764 0 0 0 1200 0 24190 0 33770 0 357924 0 0 0 FRANCIS SLAKEY CHIEF EXTERNAL AFFAIRS OFFICER 270859 0 0 0 3700 0 22135 0 33770 0 330464 0 0 0 BETH GUNZEL CHIEF HUMAN RESOURCES OFFICER 246860 0 0 0 1200 0 20705 0 33770 0 302535 0 0 0 AMY FLATTEN DIR OF INTERNATIONAL AFFAIRS 215903 0 0 0 1200 0 17297 0 12348 0 246748 0 0 0 CHRISTINE GIACCONE DIR OF JOURNAL OPERATIONS 225073 0 0 0 1200 0 17875 0 0 0 244148 0 0 0 JEFF LEWANDOWSKI DIRECTOR OF PUBLISHING 195360 0 7000 0 1200 0 16768 0 33770 0 254098 0 0 0 MONICA PLISCH DIR OF APS PROGRAMS 216000 0 0 0 2200 0 17302 0 0 0 235502 0 0 0 LENNY MARKS TECHNICAL LEAD 190061 0 10000 0 1200 0 16692 0 33770 0 251723 0 0 0 SCHEDULE J, PART I, LINE 4A: MICHAEL THOENNESSEN, EDITOR-IN-CHIEF, RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $394,650. FORM 990, PART VI, SECTION A, LINE 6: APS HAS 49,701 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A: SOCIETY MEMBERS ELECT THE PRESIDENTIAL LINE (PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, AND PAST PRESIDENT) WHO SIT UPON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE MEMBERS OF THE GOVERNING BODY RECEIVE A COPY OF THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: EMPLOYEES AND GOVERNING BODY MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST REPORT ANNUALLY THAT IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCE & OPERATIONS OFFICER FOR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION COMMITTEE APPROVES THE ANNUAL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE CHIEF EXECUTIVE OFFICER. MARKET DATA AND BENCHMARKING BASED ON KNOWLEDGE, SKILLS AND COMPETENCIES; EXPERIENCE; INTERNAL EQUITY AND PERFORMANCE HISTORY ARE CONSIDERED WHEN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19: THE APS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ONLINE AT THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE APS ANNUAL REPORT. THE DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET PERIODIC POST-RETIREMENT MEDICAL BENEFIT EXPENSE 1,794,059 CHANGE IN POST-RETIREMENT MEDICAL BENEFITS 829,325 EQUITY INTEREST IN ACP (239,935) -------------- TOTAL 2,383,449 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANT FEES TOTAL FEES:11131858