SOCIETY FOR INDUSTRIAL AND APPLIED MATHEMATICS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR INDUSTRIAL AND APPLIED MATHEMATICS (EIN 23-1496016)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-22
- IRS object ID
- 202242659349300639
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-22T14:14:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H STREET SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231496016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR INDUSTRIAL AND APPLIED | BusinessNameLine1Txt |
| Business Name Line2 | MATHEMATICS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 2153829800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MARKET ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191042688 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN A PALANTINO | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 2153829800 | PhoneNum |
| Signature | 2022-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | PALANTINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUZANNE L WEEKES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MARKET ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191042688 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,166,288 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SIAM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SIAM'S MISSION IS TO ADVANCE AND RAISE AWARENESS ABOUT APPLIED MATH AND RELATED FIELDS THROUGH ITS BOOKS, JOURNALS, CONFERENCES, ONLINE RESOURCES, AND A VARIETY OF PROGRAMS AND INITIATIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $30,429 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $888,668 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,226,064 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,878,423 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,866,875 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,370,279 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,831,315 | CYInvestmentIncomeAmt |
| PY Other Revenue | $952,186 | PYOtherRevenueAmt |
| CY Other Revenue | $1,284,638 | CYOtherRevenueAmt |
| PY Total Revenue | $12,089,556 | PYTotalRevenueAmt |
| CY Total Revenue | $15,208,892 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $110,411 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $166,393 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,345,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,359,799 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $277,485 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,478,898 | PYOtherExpensesAmt |
| CY Other Expenses | $4,862,953 | CYOtherExpensesAmt |
| PY Total Expenses | $10,934,876 | PYTotalExpensesAmt |
| CY Total Expenses | $11,389,145 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,154,680 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,819,747 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,114,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,518,550 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,144,604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,189,393 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,970,225 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,329,157 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INCORPORATED IN 1952 AS A NON-PROFIT ORGANIZATION, SIAM HAS WORKED TOWARD THE FOLLOWING GOALS FOR MORE THAN 60 YEARS:- TO ADVANCE THE APPLICATION OF MATHEMATICS AND COMPUTATIONAL SCIENCE TO ENGINEERING, INDUSTRY, SCIENCE, AND SOCIETY;- TO PROMOTE RESEARCH THAT WILL LEAD TO EFFECTIVE NEW MATHEMATICAL AND COMPUTATIONAL METHODS AND TECHNIQUES FOR SCIENCE, ENGINEERING, INDUSTRY, AND SOCIETY;- TO PROVIDE MEDIA FOR THE EXCHANGE OF INFORMATION AND IDEAS AMONG MATHEMATICIANS, ENGINEERS, AND SCIENTISTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,617,841 | ExpenseAmt |
| Revenue | $7,491,466 | RevenueAmt |
| Desc | SIAM'S PUBLICATIONS ARE A MEANS OF MEETING ONE OF THE PRIMARY OBJECTIVES FOR ORGANIZING THE SOCIETY: TO PROVIDE MEDIA FOR THE EXCHANGE OF INFORMATION AND IDEAS BETWEEN MATHEMATICIANS AND OTHER SCIENTISTS. SIAM'S JOURNAL PROGRAM PRODUCES 18 QUALITY, PEER-REVIEWED JOURNALS THAT ARE RESPECTED AND HIGHLY CITED THROUGHOUT THE APPLIED MATHEMATICS AND COMPUTATIONAL SCIENCE COMMUNITY. SIAM PUBLISHES APPROXIMATELY 20 HIGH QUALITY BOOKS A YEAR BY AUTHORS WHO ARE EXPERTS IN THEIR FIELD MAKING RELEVANT RESEARCH RESULTS ACCESSIBLE TO INDUSTRY AND SCIENCE WHILE ALSO PROMOTING THE INTERACTION BETWEEN MATHEMATICS AND OTHER DISCIPLINES SUCH AS ENGINEERING, SCIENCE AND COMPUTING. SIAM NEWS, PUBLISHED 10 TIMES PER YEAR, IS THE NEWS JOURNAL REPORTING ON ISSUES AND DEVELOPMENTS AFFECTING THE APPLIED AND COMPUTATIONAL MATHEMATICS COMMUNITY. SIAM ALSO PUBLISHES UNDERGRADUATE RESEARCH ONLINE (SIURO), AN OPEN-ACCESS PUBLICATION FOR UNDERGRADUATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,673,272 | ExpenseAmt |
| Grant | $15,891 | GrantAmt |
| Revenue | $1,704,073 | RevenueAmt |
| Desc | SIAM'S CONFERENCE PROGRAM PROVIDES MEMBERS AND ATTENDEES WITH A BROAD VIEW OF THE STATE-OF-THE-ART IN APPLIED MATHEMATICS AND COMPUTATIONAL SCIENCE. THROUGH INVITED PRESENTATIONS, PRIZE LECTURES, MINISYMPOSIA, MINI-TUTORIALS, CONTRIBUTED PAPERS, AND POSTERS, MEMBERS ARE ABLE TO JOIN THEIR PEERS AND LEADING EXPERTS IN THE FIELD TO EXCHANGE IDEAS AND TO EXPAND THEIR PERSONAL AND PROFESSIONAL NETWORKS. SIAM HOLDS TEN TO TWELVE CONFERENCES EACH YEAR, EACH FOCUSED ON TIMELY TOPICS IN APPLIED MATHEMATICS AND COMPUTATIONAL SCIENCE. THE WORK AT THESE CONFERENCES HELPS DEMONSTRATE THAT MANY SOCIETAL PROBLEMS CAN BE SOLVED THROUGH VARIOUS METHODS OF APPLIED MATHEMATICS AND COMPUTATIONAL SCIENCE. SIAM OFFERS TRAVEL SUPPORT FOR STUDENTS THROUGH SIAM STUDENT TRAVEL AWARDS TO ATTEND THE CONFERENCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $482,258 | ExpenseAmt |
| Revenue | $1,117,309 | RevenueAmt |
| Desc | THROUGH SIAM MEMBERSHIP, INDIVIDUALS PARTICIPATE IN THE INTERNATIONAL COMMUNITY OF OVER 14,300 MATHEMATICIANS, COMPUTER SCIENTISTS, NUMERICAL ANALYSTS, ENGINEERS, STATISTICIANS, PHYSICISTS, EDUCATORS, AND STUDENTS FROM 103 COUNTRIES SUPPORTING THE PROFESSION AND ADVANCING THE FIELDS OF APPLIED MATHEMATICS AND COMPUTATIONAL SCIENCE. MEMBERSHIP ALLOWS BOTH PROFESSIONALS AND STUDENTS THE OPPORTUNITY TO NETWORK AND EXCHANGE IDEAS WITH PEERS, VISIBILITY IN THE APPLIED SCIENCE MATHEMATICS AND COMPUTATIONAL SCIENCE COMMUNITIES, ACCESS TO CUTTING-EDGE RESEARCH AND OPPORTUNITY TO SERVE ON SIAM COMMITTEES TO HELP GUIDE THE FUTURE OF APPLIED MATHEMATICS AND COMPUTATIONAL SCIENCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $815,973 | ExpenseAmt |
| Grant | $150,502 | GrantAmt |
| Desc | THE M3 CHALLENGE IS AN APPLIED MATHEMATICS COMPETITION FOR HIGH SCHOOL STUDENTS. THE CHALLENGE IS BEING FUNDED BY MATHWORKS. WORK BEGAN ON THE 2021 CHALLENGE IN 2020 AND IS MANAGED BY SIAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $815,973 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $150,502 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,589,344 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 298 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PALANTINO | PersonNm |
| Phone | 2153829800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MARKET ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191042688 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LISA J FAUCI | |||||||
| PAST PRESIDENT | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMUEL GUBINS | |||||||
| TREASURER | 7.50 | Yes (X) | Yes (X) | $43,500 | $0 | $0 | |
| MARGOT GERRITSEN | |||||||
| CHAIR, BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN E BRENAN | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN HESTHAVEN | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A GRANDINE | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LILIANA BORCEA | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL J LEVEQUE | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESMOND NG | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA PETZOLD | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON RAMAGE | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY S SALTZMAN | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONITA SAUNDERS | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE L WEEKES | |||||||
| EXECUTIVE DIRECTOR | 36.30 | Yes (X) | $344,057 | $0 | $37,181 | ||
| SUSAN A PALANTINO | |||||||
| CHIEF OPERATING OFFICER | 36.30 | Yes (X) | $226,520 | $0 | $37,997 | ||
| SUSANNE BRENNER | |||||||
| PRESIDENT | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROL WOODWARD | |||||||
| VP AT LARGE | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN MINKOFF | |||||||
| SECRETARY | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN KAVANAGH | |||||||
| VP FOR EDUCATION | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| SHARON ARROYO | |||||||
| VP FOR INDUSTRY | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES G NAGY | |||||||
| VP FOR PROGRAMS | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD ELMAN | |||||||
| VP FOR PUBLICATIONS | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNE GELB | |||||||
| VP FOR SCIENCE POLICY | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| RON BUCKMIRE | |||||||
| VP FOR EQUITY, DIVERSITY & INCLUSION | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| KIVMARS H BOWLING | |||||||
| DIRECTOR, PUBLICATIONS | 36.30 | $171,884 | $0 | $31,035 | Yes (X) | ||
| LAUREN R STEIDEL | |||||||
| CONTROLLER | 36.30 | $153,298 | $0 | $29,892 | Yes (X) | ||
| RICHARD O MOORE | |||||||
| DIRECTOR, PROGRAMS & SERVICES | 36.30 | $147,575 | $0 | $10,057 | Yes (X) | ||
| MATTHEW T POSEY | |||||||
| DIRECTOR, INFORMATION SYSTEMS | 36.30 | $146,865 | $0 | $6,099 | Yes (X) | ||
| MICHELLE MONTGOMERY | |||||||
| DIRECTOR, PROJECT | 36.30 | $116,347 | $0 | $38,363 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,350,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $190,624 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VFAIRS LLC | |||||
| 1510 RANDOLPH STREET STE 208 | CARROLTON | TX | 75006 | VIRTUAL PLATFORM | $545,825 |
| LUMINA DATAMATICS INC | |||||
| DEPT CH 16508 | PALATINE | IL | 60055 | COMPOSITING/EDITING | $176,040 |
| LEWIS-BURKE ASSOCIATES | |||||
| 1341 G STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | LOBBYING | $139,050 |
| D'LAURO RODGERS | |||||
| 275 COMMERCE DRIVE SUITE 200 | FORT WASHINGTON | PA | 19034 | KITCHEN/RESTROOM RENOVATIONS | $132,245 |
| ATYPON SYSTEMS INC | |||||
| 520 GREAT AMERICAN PARKWAY SUITE 5 | SANTA CLARA | CA | 95054 | ELECTRONIC PRODUCTS HOSTING | $112,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,374,875 | GovernmentGrantsAmt |
| All Other Contributions | $851,189 | AllOtherContributionsAmt |
| Total Contributions | $2,226,064 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SUBSCRIPTIONS | 900099 | $6,145,171 | $6,145,171 | ||
| CONFERENCE AND MEETINGS | 900099 | $1,408,198 | $1,408,198 | ||
| MEMBERSHIP DUES | 900099 | $1,117,309 | $1,117,309 | ||
| ADVERTISING INCOME | 900099 | $172,258 | $30,429 | $141,829 | |
| PUBLICATIONS | 900099 | $23,939 | $23,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,866,875 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,046,714 | TotalRevenueColumnAmt |
| Exclusion | $1,046,714 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,944 | TotalRevenueColumnAmt |
| Exclusion | $15,944 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,535 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,535 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,535 | TotalRevenueColumnAmt |
| Exclusion | $105,535 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,532,491 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,747,890 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,784,601 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,784,601 | TotalRevenueColumnAmt |
| Exclusion | $1,784,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,076,295 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $209,506 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $866,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $866,789 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $296,370 | TotalRevenueColumnAmt |
| Exclusion | $296,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $296,370 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,208,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,561,406 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $30,429 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,390,993 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,502 | TotalAmt |
| Program Services | $150,502 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,891 | TotalAmt |
| Program Services | $15,891 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,015 | TotalAmt |
| Program Services | $403,382 | ProgramServicesAmt |
| Management And General | $266,645 | ManagementAndGeneralAmt |
| Fundraising | $19,988 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,472,123 | TotalAmt |
| Program Services | $2,478,873 | ProgramServicesAmt |
| Management And General | $1,863,833 | ManagementAndGeneralAmt |
| Fundraising | $129,417 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,173 | TotalAmt |
| Program Services | $326,197 | ProgramServicesAmt |
| Management And General | $55,493 | ManagementAndGeneralAmt |
| Fundraising | $11,483 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,451 | TotalAmt |
| Program Services | $352,147 | ProgramServicesAmt |
| Management And General | $59,907 | ManagementAndGeneralAmt |
| Fundraising | $12,397 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,037 | TotalAmt |
| Program Services | $315,298 | ProgramServicesAmt |
| Management And General | $53,639 | ManagementAndGeneralAmt |
| Fundraising | $11,100 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,050 | TotalAmt |
| Management And General | $139,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,725 | TotalAmt |
| Program Services | $15,123 | ProgramServicesAmt |
| Management And General | $264,602 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,194 | TotalAmt |
| Program Services | $133,648 | ProgramServicesAmt |
| Management And General | $76,780 | ManagementAndGeneralAmt |
| Fundraising | $77,766 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,342 | TotalAmt |
| Program Services | $103,546 | ProgramServicesAmt |
| Management And General | $145,796 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,857 | TotalAmt |
| Program Services | $405,857 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,228 | TotalAmt |
| Program Services | $147,015 | ProgramServicesAmt |
| Management And General | $109,643 | ManagementAndGeneralAmt |
| Fundraising | $8,570 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,406 | TotalAmt |
| Program Services | $60,918 | ProgramServicesAmt |
| Management And General | $44,488 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,446 | TotalAmt |
| Management And General | $25,446 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,674 | TotalAmt |
| Program Services | $103,473 | ProgramServicesAmt |
| Management And General | $76,437 | ManagementAndGeneralAmt |
| Fundraising | $6,764 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,759 | TotalAmt |
| Management And General | $65,759 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING & PUBLICATIONS | $660,381 | $655,428 | $4,953 |
| MANUSCRIPT PREPARATION | $658,306 | $658,306 | |
| MATH PROJECT | $652,919 | $652,919 | |
| EQUIPMENT RENTAL | $568,710 | $529,113 | $39,597 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,956 | TotalAmt |
| Program Services | $81,708 | ProgramServicesAmt |
| Management And General | $230,248 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,389,145 | TotalAmt |
| Program Services | $7,589,344 | ProgramServicesAmt |
| Management And General | $3,522,316 | ManagementAndGeneralAmt |
| Fundraising | $277,485 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,795 | BOYAmt |
| EOY | $344,458 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,688,487 | BOYAmt |
| EOY | $4,473,369 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,344 | BOYAmt |
| EOY | $354,752 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,624 | BOYAmt |
| EOY | $326,086 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,529 | BOYAmt |
| EOY | $443,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,864,169 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,148,056 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,248 | BOYAmt |
| EOY | $716,113 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,126,280 | BOYAmt |
| EOY | $55,518,351 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,522 | BOYAmt |
| EOY | $341,506 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,114,829 | BOYAmt |
| EOY | $62,518,550 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,985 | BOYAmt |
| EOY | $1,690,212 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,103,431 | BOYAmt |
| EOY | $7,122,801 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,740 | BOYAmt |
| EOY | $613,115 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,079,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,448 | BOYAmt |
| EOY | $763,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,144,604 | BOYAmt |
| EOY | $10,189,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,828,586 | BOYAmt |
| EOY | $50,127,236 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141,639 | BOYAmt |
| EOY | $2,201,921 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,970,225 | BOYAmt |
| EOY | $52,329,157 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,114,829 | BOYAmt |
| EOY | $62,518,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,819,747 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,539,185 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,327,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,944,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,384,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,935,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,343,373 | CurrentTaxYearAmt |
| Total | $12,934,378 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,957,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,397,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,910,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,707,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,912,741 | CurrentTaxYearAmt |
| Total | $43,886,527 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,284,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,341,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,294,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,643,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,256,114 | CurrentTaxYearAmt |
| Total | $56,820,905 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $56,820,905 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,066,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,157,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,150,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,002,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,168,193 | CurrentTaxYearAmt |
| Total | $5,544,262 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,066,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,157,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,150,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,002,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,168,193 | CurrentTaxYearAmt |
| Total | $5,544,262 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $332,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $296,370 | CurrentTaxYearAmt |
| Total | $1,340,131 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,683,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,752,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,766,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,782,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,720,677 | CurrentTaxYearAmt |
| Total | $63,705,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89180 | PublicSupportPY509Pct |
| Investment Income CY | 0.08700 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08770 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $139,050 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $139,050 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,420,101 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,559,151 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $727,958 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $181,990 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $743,513 | CurrentYearMinus3Amt |
| Current Year Minus2 | $812,756 | CurrentYearMinus2Amt |
| Current Year Minus1 | $696,744 | CurrentYearMinus1Amt |
| Current Year | $727,958 | CurrentYearAmt |
| Total | $2,980,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,471,457 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $135,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $135,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $135,000 | CurrentYearMinus1Amt |
| Current Year | $139,050 | CurrentYearAmt |
| Total | $544,050 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $185,878 | CurrentYearMinus3Amt |
| Current Year Minus2 | $203,189 | CurrentYearMinus2Amt |
| Current Year Minus1 | $174,186 | CurrentYearMinus1Amt |
| Current Year | $181,990 | CurrentYearAmt |
| Total | $745,243 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,117,865 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,489 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $76,251 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,147 | OtherExpendituresAmt |
| End Year Balance | $497,593 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $391,755 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $53,194 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,460 | OtherExpendituresAmt |
| End Year Balance | $432,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $324,970 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $80,675 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,890 | OtherExpendituresAmt |
| End Year Balance | $391,755 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $358,294 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$19,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,890 | OtherExpendituresAmt |
| End Year Balance | $324,970 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $318,187 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $53,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,577 | OtherExpendituresAmt |
| End Year Balance | $358,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,297,710 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,066,858 | DepreciationAmt |
| Book Value | $230,852 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,116,430 | OtherCostOrOtherBasisAmt |
| Depreciation | $933,287 | DepreciationAmt |
| Book Value | $183,143 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,450,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,147,911 | DepreciationAmt |
| Book Value | $302,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $716,113 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATION/UNEMPLOYMENT | $737,814 |
| FLEXIBLE BENEFIT PLAN | $25,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $763,265 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,957,583 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,539,185 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $209,506 | OtherRevenueAmt |
| Revenue Not Reported | $5,748,691 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,208,892 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,208,892 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,598,651 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $209,506 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $209,506 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,389,145 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,389,145 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SOCIETY CURRENTLY HAS ONE DONOR-RESTRICTED ENDOWMENT FUND. THE PRINCIPAL PURPOSE OF THAT FUND IS TO ISSUE THE W.T. AND IDALIA REID PRIZE IN MATHEMATICS. THE W.T. AND IDALIA REID PRIZE IN MATHEMATICS IS AWARDED ANNUALLY FOR RESEARCH IN, OR CONTRIBUTIONS TO, THE BROADLY DEFINED AREAS OF DIFFERENTIAL EQUATIONS AND CONTROLS THEORY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 209,506. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 209,506. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CHINA (INCL | 0 | 0 | PROGRAM SERVICE ACTIVITIES | SUPPORT FOR SECTION MEETING | $2,464 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CHINA (INCL | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | $2,625 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICE ACTIVITIES | SUPPORT FOR SECTION MEETING | $3,642 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | $9,297 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, IRAN, IRA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | $400 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | $1,861 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, FRENC | 0 | 0 | PROGRAM SERVICE ACTIVITIES | SUPPORT FOR SECTION MEETING | $4,515 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, FRENC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | $150 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PAKIS | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | $1,383 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, BURUNDI, CAMERO | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $24,954 | SubtotalSpentAmt |
| Continuation Spent | $1,558 | ContinuationSpentAmt |
| Total Spent | $26,512 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CHINA (INC | 36 | $2,625 | CHECKS |
| TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 138 | $9,297 | CHECKS 97%/WIRE TFR 3% |
| TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, IRAN, IR | 6 | $400 | CHECKS |
| TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 26 | $1,861 | CHECKS |
| TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, FREN | 2 | $150 | CHECKS |
| TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PAKI | 18 | $1,383 | CHECKS |
| TRAVEL AWARD (SUPPORT) TO ATTEND MEETINGS | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, BURUNDI, CAMER | 3 | $175 | CHECKS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE SOCIETY HAS MANY SECTIONS BOTH IN THE UNITED STATES AND INTERNATIONALLY. FOR ITS INTERNATIONAL SECTIONS, THE SOCIETY WILL PROVIDE FUNDS TO COVER THE COSTS OF VARIOUS MEETINGS. THE FOREIGN SECTION WILL SUBMIT A REQUEST FOR FUNDING, WHICH IS REVIEWED BY A COMMITTEE. ONCE THE MEETING IS HELD, A REPORT IS SENT TO THE SOCIETY, ALONG WITH A STATEMENT OF HOW THE FUNDS WERE USED. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MEGA MATH CHALLENGE (M3) SCHOLARSHIPS | 154 | $106,538 |
| STUDENT TRAVEL AWARDS - FUNDED BY SIAM OPERATING BUDGET AND AUTHOR ROYALTIES | 200 | $12,775 |
| TRAVEL SUPPORT TO SIAM CONFERENCES - FUNDED BY NSF GRANT | 339 | $31,189 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INVOICES OR EXPENSE REPORTS ARE REQUIRED. EXPENSE REPORTS REQUIRED DETAILED RECEIPTS TO ENSURE THE EXPENSES ARE CONSIDERED ALLOWABLE UNDER GRANT. INVOICES AND EXPENSE REPORTS ARE REVIEWED BY THE APPROPRIATE STAFF AND THEN FORWARDED TO ACCOUNTING FOR THE CONTROLLER'S REVIEW, ACCOUNT CODING AND THEN ENTRY INTO THE AP SYSTEM FOR PAYMENT PROCESSING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUZANNE L WEEKES | ||||||||||||||
| EXECUTIVE DIRECTOR | $344,057 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $11,181 | $0 | $381,238 | $0 | $0 | $0 |
| SUSAN A PALANTINO | ||||||||||||||
| CHIEF OPERATING OFFICER | $226,520 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $11,997 | $0 | $264,517 | $0 | $0 | $0 |
| KIVMARS H BOWLING | ||||||||||||||
| DIRECTOR, PUBLICATIONS | $171,884 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $11,535 | $0 | $202,919 | $0 | $0 | $0 |
| LAUREN R STEIDEL | ||||||||||||||
| CONTROLLER | $153,298 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $3,892 | $0 | $183,190 | $0 | $0 | $0 |
| RICHARD O MOORE | ||||||||||||||
| DIRECTOR, PROGRAMS & SERVICES | $147,575 | $0 | $0 | $0 | $0 | $0 | $9,411 | $0 | $646 | $0 | $157,632 | $0 | $0 | $0 |
| MICHELLE MONTGOMERY | ||||||||||||||
| DIRECTOR, PROJECT | $116,347 | $0 | $0 | $0 | $0 | $0 | $25,038 | $0 | $13,325 | $0 | $154,710 | $0 | $0 | $0 |
| MATTHEW T POSEY | ||||||||||||||
| DIRECTOR, INFORMATION SYSTEMS | $146,865 | $0 | $0 | $0 | $0 | $0 | $740 | $0 | $5,359 | $0 | $152,964 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS EMPOWERED DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO ALL MATTERS AS THE BOARD MAY DEEM APPROPRIATE. THE ACTIONS OF THIS COMMITTEE WILL BE COMMUNICATED PROMPTLY TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY FOR INDUSTRIAL AND APPLIED MATHEMATICS (SIAM) IS AN INTERNATIONAL COMMUNITY OF OVER 13,600 INDIVIDUAL MEMBERS; LIKEWISE, OVER 330 ACADEMIC, MANUFACTURING, RESEARCH AND DEVELOPMENT, SERVICE AND CONSULTING ORGANIZATIONS, GOVERNMENT, AND MILITARY ORGANIZATIONS WORLDWIDE ARE INSTITUTIONAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PURSUANT TO THE SOCIETY'S BYLAWS, THREE TRUSTEES SHALL BE ELECTED ANNUALLY BY DUES-PAYING MEMBERS OF SIAM FOR THREE-YEAR TERMS. ADDITIONALLY, THE PRESIDENT, VICE PRESIDENT AT LARGE AND SECRETARY SHALL BE ELECTED BY THE DUES-PAYING MEMBERSHIP OF SIAM. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERSHIP VOTES ON ANY CHANGES IN GOVERNANCE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE OF SIAM IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH SIAM. SIAM MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH A SEMI-ANNUAL DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | SIAM UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVE DIRECTOR AND ALL OFFICERS AND KEY EMPLOYEES IS REASONABLE GIVEN THE MARKET IN WHICH SIAM OPERATES. IN RELEVANT PART, THE BOARD OF DIRECTORS HAS ESTABLISHED A HUMAN RESOURCE COMMITTEE OF INDEPENDENT PERSONS WITH NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION AGREEMENT. ON A PERIODIC BASIS, THE HUMAN RESOURCE COMMITTEE CONTRACTS WITH A COMPENSATION CONSULTANT TO COMPLETE A MARKET ASSESSMENT AND COMPETITIVE POSITION ANALYSIS FOR SIAM'S TOP EXECUTIVES. IN ADDITION, THE HUMAN RESOURCE COMMITTEE UTILIZES COMPARABILITY AND BENCHMARKING SURVEYS TO ENSURE THAT SIAM COMPENSATES ITS EXECUTIVES COMMENSURATE WITH THE MARKET. THE HUMAN RESOURCE COMMITTEE THEN REPORTS THEIR SALARY DECISIONS FOR THE CEO AND KEY EMPLOYEES TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TAXPAYER MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. A REVIEW OF THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PRESENTED AT THE ANNUAL BUSINESS MEETING OF SIAM'S MEMBERSHIP AND ARE POSTED ON THE SIAM WEBSITE. ALSO AVAILABLE ON THE SIAM WEBSITE, ARE THE ORGANIZATION'S GOVERNING DOCUMENTS. THE CONFLICT OF INTEREST POLICY IS NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE MADE AVAILABLE AT MANAGEMENT'S DISCRETION. |