2022-11-15T15:21:20-06:00 2021-12-31 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2021-01-01 131656610 American Physical Society % SANDY WELDON CONTROLLER AMER 3012093210 One Physics Ellipse College Park MD 207403844 JANE HOPKINS-GOULD CFOO 3012093210 2022-11-14 true JANE HOPKINS-GOULD 999009999 Marc Berger P01871563 7038930600 2 2021 2022-09-23 18:48:47Z JONATHAN BAGGER One Physics Ellipse College Park MD 207403844 87672130 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. 14 10 288 2900 148987 84243 8285613 4670609 48848003 58598812 10844998 19891980 63304 110966 68041918 83272367 2426928 2269639 0 0 34755308 34592358 0 0 864911 19912928 22942275 57095164 59804272 10946754 23468095 271616239 294467482 30725165 26466300 240891074 268001182 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, 2021 AND 2020. 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 2018. HOWEVER, APS IS STILL OPEN TO EXAMINATIONS BY TAX AUTHORITIES FROM FISCAL YEAR 2018 FORWARD. FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE STATEMENTS OF ACTIVITIES. Schedule D, Part XI, Line 4B: POST-RETIREMENT MEDICAL COST OF ($1,790,816) CHANGE IN PORT RETIREMENT BENEFITS $532,340 EQUITY INTEREST IN ACP ($222,319) IMPAIRMENT LOSS $5,506,118 -------------- $4,025,323 -------------- true AAAS 1200 NEW YORK AVE NW WASHINGTON DC 20005 956006145 501(C)(3) 23260 PHYSICS EDUCATION AAPT 1 PHYSICS COLLEGE PARK MD 207403845 131667053 501(C)(3) 36395 PHYSICS EDUCATION AMERICAN GEOPHYSICAL UNION 2000 FLORIDA AVE NW WASHINGTON DC 20009 042103547 501(C)(3) 107613 PHYSICS EDUCATION APPALACHIAN STATE UNIV 525 RIVERS ST BOONE NC 28608 576000254 501(C)(3) 93332 PHYSICS EDUCATION AUBURN UNIVERSITY 231 MELL STREET AUBURN AL 368495606 501(C)(3) 28343 PHYSICS EDUCATION BOARD OF REGENTS UNIV WISC SYS DRAWER 548 MILWAUKEE WI 532780538 501(C)(3) 7551 PHYSICS EDUCATION BRIDGEWATER STATE UNIVERSITY 131 SUMMER STREET BRIDGEWATER MA 02324 501(C)(3) 9868 PHYSICS EDUCATION CALIFORNIA STATE UNIV SAN MARCOS 333 TWIN OAK VALLEY RD SAN MARCOS CA 92096 330397688 501(C)(3) 25132 PHYSICS EDUCATION CORNELL UNIVERSITY 117 CLARK HALL ITHACA NY 14853 501(C)(3) 25000 PHYSICS EDUCATION FLORIDA INTERNATIONAL UNIV 11200 SW 8TH ST PC 230 MIAMI FL 33199 501(C)(3) 41493 PHYSICS EDUCATION FSU FOUNDATION 77 CHIEFTAN WAY TALLAHASSEE FL 32306 596152180 501(C)(3) 22880 PHYSICS EDUCATION HOPE COLLEGE PO BOX 9000 HOLLAND MI 494229000 381381271 501(C)(3) 340785 PHYSICS EDUCATION MASSACHUSETTS INST OF TECH DEPT OF PHYSICS CAMBRIDGE MA 02139 501(C)(3) 13286 PHYSICS EDUCATION MILLERSVILLE UNIV OF PA 40 DILLWORTH ROAD MILLERSVILLE PA 17551 846000555 501(C)(3) 17167 PHYSICS EDUCATION OHIO STATE UNIVERSITY 191 WEST WOODRUFF AVE COLUMBUS OH 43210 316025986 501(C)(3) 15000 PHYSICS EDUCATION OREGON STATE UNIVERSITY 301 WENIGER HALL CORVALLIS OR 973316507 526002033 501(C)(3) 33570 PHYSICS EDUCATION POMONA COLLEGE 333 N COLLEGE WAY CLAREMONT CA 91711 951664112 501(c)(3) 6000 PHYSICS EDUCATION ROWAN UNIVERSITY LIBRARIES 3RD FLOOR JAMES HALL GLASSBORO NJ 08028 501(c)(3) 17118 PHYSICS EDUCATION TAMU Commerce 2600 S NEAL STREET COMMERCE TX 75428 300790695 501(c)(3) 43797 PHYSICS EDUCATION TRUSTEES OF PRINCETON UNIV 701 CARNEGIE CENTER PRINCETON NJ 08542 210634501 501(c)(3) 29426 PHYSICS EDUCATION TRUSTEES OF TUFTS COLLEGE 136 HARRISON AVE BOSTON MA 02111 042103634 501(c)(3) 36395 PHYSICS EDUCATION UNIVERSITY OF COLORADO PO BOX 19 BOULDER CO 803090019 501(c)(3) 57381 PHYSICS EDUCATION UNIV OF HOUSTON-CLEAR LAKE 3507 CULLEN BLVD HOUSTON TX 772045005 746001399 501(c)(3) 5394 PHYSICS EDUCATION UNIVERSITY OF ILLINOIS 1110W GREEN ST RM 203 URBANA IL 61801 501(c)(3) 9988 PHYSICS EDUCATION UNIVERSITY OF KANSAS 1251 WESCOE HALL DR LAWRENCE KS 66045 481124839 501(c)(3) 20118 PHYSICS EDUCATION UNIVERSITY OF MARYLAND 4101 CHESAPEAKE BLDG COLLEGE PARK MD 20742 526002033 501(c)(3) 82150 PHYSICS EDUCATION UNIVERSITY OF NORTH GEORGIA 82 COLLEGE CIRCLE DAHLONEGA GA 30597 586002060 501(c)(3) 16490 PHYSICS EDUCATION UNIV OF SOUTHERN CALIFORNIA SPONSOR PROJECTS ACCO LOS ANGELES CA 90074 951642394 501(c)(3) 28083 PHYSICS EDUCATION UNIVERSITY OF TEXAS AUSTIN 200 E DEAN KEETON ST AUSTIN TX 78712 501(c)(3) 17884 PHYSICS EDUCATION WESTED PO BOX 399001 SAN FRANCISCO CA 94139 943233542 501(c)(3) 87676 PHYSICS EDUCATION WIKI EDUCATION 341 BROADWAY STREET CHICO CA 95928 300790695 501(c)(3) 10000 PHYSICS EDUCATION WORCESTER POLYTECHNIC INST 100 INSTITUTE ROAD WORCESTER MA 016092280 501(c)(3) 103778 PHYSICS EDUCATION 32 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 false true false false false false false false false JONATHAN BAGGER CHIEF EXECUTIVE OFFICER 457302 0 2000 0 70600 0 23200 0 43300 0 596402 0 0 0 KATE KIRBY CHIEF EXECUTIVE OFFICER 7920 0 0 0 484110 0 634 0 0 0 492664 0 0 0 MICHAEL THOENNESSEN EDITOR-IN-CHIEF 344870 0 2000 0 600 0 23200 0 47319 0 417989 0 0 0 JEANETTE RUSSO CORPORATE SECRETARY 129385 0 2000 0 600 0 10980 0 65065 0 208030 0 0 0 JAMES TAYLOR CHIEF OPERATING OFFICER 293991 0 2000 0 600 0 23200 0 23659 0 343450 0 0 0 JANE HOPKINS GOULD CHIEF FINANCIAL OFFICER 257888 0 10000 0 600 0 22700 0 47319 0 338507 0 0 0 MARK DOYLE CHIEF INFORMATION OFFICER 282505 0 2000 0 3100 0 23200 0 65065 0 375870 0 0 0 MATTHEW SALTER PUBLISHER 211754 0 0 0 159033 0 17350 0 59539 0 447676 0 0 0 FRANCIS SLAKEY CHIEF GOVERNANCE OFFICER 252155 0 2000 0 600 0 20580 0 65065 0 340400 0 0 0 BETH GUNZEL CHIEF HUMAN RESOURCES OFFICER 237986 0 2000 0 600 0 19460 0 0 0 260046 0 0 0 PAUL DLUG DIR OF INFORMATION TECHNOLOGY 218403 0 0 0 2600 0 18706 0 23659 0 263368 0 0 0 AMY FLATTEN DIR OF INTERNATIONAL AFFAIRS 207234 0 8237 0 600 0 17211 0 23659 0 256941 0 0 0 CHRISTINE GIACCONE DIR OF JOURNAL OPERATIONS 210285 0 2000 0 600 0 16858 0 0 0 229743 0 0 0 MONICA PLISCH DIR OF APS PROGRAMS 203495 0 2000 0 600 0 16400 0 0 0 222495 0 0 0 LENNY MARKS TECHNICAL LEAD 177782 0 2000 0 600 0 15031 0 65065 0 260478 0 0 0 FORM 990, PART VI, SECTION A, LINE 6: APS HAS 49,446 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 FINANCIAL 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. COMPENSATION SURVEYS ARE USED AS PART OF THE PROCESS. 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 1,790,816 Change in post-retirement medical benefits (532,340) Equity interest in ACP 222,318 OTHER (336) Impairment Loss (5,506,118) Additional investment income (1,603,559) -------------- TOTAL (5,629,219) FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANT FEES TOTAL FEES:10558807