MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED (EIN 16-0743079)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349329959
- Schema version
- 2020v4.1
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:34:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHEMATICAL ASSOCIATION OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATH | BusinessNameControlTxt |
| Phone | 2023875200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1529 18TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MICHAEL PEARSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023875200 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | MICHAEL PEARSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J MICHAEL PEARSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1529 18TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,279,609 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE MAA IS TO ADVANCE THE UNDERSTANDING OF MATHEMATICS AND ITS IMPACT ON OUR WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $8,546 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,038,751 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,259,738 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,144,760 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,332,143 | CYProgramServiceRevenueAmt |
| PY Investment Income | $459,719 | PYInvestmentIncomeAmt |
| CY Investment Income | $559,203 | CYInvestmentIncomeAmt |
| PY Other Revenue | $228,050 | PYOtherRevenueAmt |
| CY Other Revenue | $1,039,368 | CYOtherRevenueAmt |
| PY Total Revenue | $9,871,280 | PYTotalRevenueAmt |
| CY Total Revenue | $7,190,452 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,726,216 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $867,703 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,210,665 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,530,956 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $236,207 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,982,507 | PYOtherExpensesAmt |
| CY Other Expenses | $3,546,431 | CYOtherExpensesAmt |
| PY Total Expenses | $9,919,388 | PYTotalExpensesAmt |
| CY Total Expenses | $7,945,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$48,108 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$754,638 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,143,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,249,950 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,320,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,311,512 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,823,442 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,938,438 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE MATHEMATICAL SCIENCES, ESPECIALLY AT THE COLLEGIATE LEVEL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,480,063 | ExpenseAmt |
| Revenue | $1,162,242 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $919,841 | ExpenseAmt |
| Revenue | $1,257,812 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $836,784 | ExpenseAmt |
| Revenue | $399,084 | RevenueAmt |
| Desc | 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 LOCI 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 TOTALLING 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 BIOGRAHIES, POPULAR WORKS AND MONOGRAPHS, ALL OF WHICH ARE WIDELY ACCESSIBLE TO THE GENERAL PUBLIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,760,009 | ExpenseAmt |
| Grant | $867,703 | GrantAmt |
| Revenue | $496,070 | RevenueAmt |
| Desc | ALL OTHER PROGRAM SERVICES NOT LISTED ABOVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,760,009 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $867,703 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $496,070 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,996,697 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 199 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | 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 | CT | 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 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY RUTLAND-STARKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023875200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1529 18TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JENNIFER QUINN | |||||||||
| PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JOHN DORFF | |||||||||
| PAST-PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $7,500 | ||
| APRIL STROM | |||||||||
| VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES SELLERS | |||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $22,000 | ||
| HORTENSIA SOTO | |||||||||
| ASSOCIATE SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $8,600 | ||
| ALLEN BUTLER | |||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIM CHARTIER | |||||||||
| CHAIR OF CONGRESS | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA E MARANO | |||||||||
| CHAIR, COMMITTEE ON SECTIO | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMILLE DAVIS LAWRENCE | |||||||||
| OFFICER-AT-LARGE | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEANNA HAUNSPERGER | |||||||||
| PAST-PRESIDENT (OUTGOING) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL SCHUMACHER | |||||||||
| VICE PRESIDENT (OUTGOING) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES DANIEL | |||||||||
| TREASURER (OUTGOING) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J MICHAEL PEARSON | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 2.00 | Yes (X) | $250,886 | $0 | $28,904 | |||
| KIMBERLY RUTLAND-STARKS | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $157,474 | $0 | $30,639 | |||
| RACHEL LEVY THRU 82020 | |||||||||
| DEPUTY EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $137,908 | $0 | $28,043 | |||
| BEN SPAISMAN | |||||||||
| CHIEF BUSINESS OFFICER | 40.00 | 0.00 | $197,111 | $0 | $15,547 | Yes (X) | |||
| KRISTEN VU | |||||||||
| DIRECTOR, DEVELOPMENT & COMM | 40.00 | 0.00 | $144,705 | $0 | $39,863 | Yes (X) | |||
| CAROL BAXTER | |||||||||
| DIRECTOR OF PUBLICATIONS | 40.00 | 0.00 | $114,133 | $0 | $40,211 | Yes (X) | |||
| CHERYL ADAMS | |||||||||
| DIRECTOR OF MEMBER AND CUSTOMER RELATIONS | 40.00 | 0.00 | $113,224 | $0 | $8,490 | Yes (X) | |||
| JENNIFER BARTON | |||||||||
| DIRECTOR OF COMPETITION OPERATIONS | 40.00 | 0.00 | $114,040 | $0 | $17,280 | Yes (X) | |||
| STEPHEN COOLBAUGH | |||||||||
| DIRECTOR OF MEMBERSHIP | 40.00 | 0.00 | $149,083 | $0 | $19,890 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,378,564 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $266,967 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
|---|---|---|---|---|---|
| BRIGHTKEY | |||||
| 60 WEST SIDE | ANNAPOLIS | MD | 21401 | CUSTOMER SERVICING CENTER | $384,117 |
| SELECT BENEFIT PLAN ADMIISTRATION | |||||
| 1101 17TH STREET NW | WASHINGTON | DC | 20036 | EMPLOYEE BENEFITS | $320,372 |
| AMERICAN EXPRESS | |||||
| PO BOX 1270 | NEWARK | NJ | 07101 | CREDIT CARD SERVICES | $208,146 |
| AMERICAN MATHEMATICAL SOCIETY | |||||
| 201 CHARLES STREET | PROVIDENCE | RI | 02904 | MEETING CONFERENCE | $197,306 |
| 1800 ADMIN LLC | |||||
| 22522 WELBOURNE MANOR SQUARE | ASHBURN | VA | 20148 | TECHNOLOGY CONSULTING | $122,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,250,538 | GovernmentGrantsAmt |
| All Other Contributions | $1,009,200 | AllOtherContributionsAmt |
| Total Contributions | $2,259,738 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| AMERICAN MATH COMP | 900099 | $1,256,806 | $1,256,806 | ||
| MEMBERSHIP DUES | 900099 | $1,162,242 | $1,162,242 | ||
| PUBLICATION SALES | 541800 | $405,130 | $396,584 | $8,546 | |
| MANAGEMENT REVENUE | 900099 | $344,718 | $344,718 | ||
| MEETINGS | 541800 | $163,247 | $118,889 | $44,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,332,143 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,582 | TotalRevenueColumnAmt |
| Exclusion | $306,582 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $984,677 | TotalRevenueColumnAmt |
| Exclusion | $984,677 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,005 | 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 | $33,005 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,005 | TotalRevenueColumnAmt |
| Exclusion | $33,005 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $341,778 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $89,157 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,621 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,621 | TotalRevenueColumnAmt |
| Exclusion | $252,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,679 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,679 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,679 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $11,482 | $11,482 |
| LIST SALES & RENTALS | 900099 | $7,525 | $7,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,007 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,190,452 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,281,918 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,546 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,640,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,403 | TotalAmt |
| Program Services | $752,403 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,300 | TotalAmt |
| Program Services | $115,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,021 | TotalAmt |
| Program Services | $656,606 | ProgramServicesAmt |
| Management And General | $154,994 | ManagementAndGeneralAmt |
| Fundraising | $40,421 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,080,933 | TotalAmt |
| Program Services | $1,603,661 | ProgramServicesAmt |
| Management And General | $378,548 | ManagementAndGeneralAmt |
| Fundraising | $98,724 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,639 | TotalAmt |
| Program Services | $118,401 | ProgramServicesAmt |
| Management And General | $27,949 | ManagementAndGeneralAmt |
| Fundraising | $7,289 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,814 | TotalAmt |
| Program Services | $190,975 | ProgramServicesAmt |
| Management And General | $45,082 | ManagementAndGeneralAmt |
| Fundraising | $11,757 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,549 | TotalAmt |
| Program Services | $151,469 | ProgramServicesAmt |
| Management And General | $35,755 | ManagementAndGeneralAmt |
| Fundraising | $9,325 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,126 | TotalAmt |
| Program Services | $27,189 | ProgramServicesAmt |
| Management And General | $6,481 | ManagementAndGeneralAmt |
| Fundraising | $1,456 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,544 | TotalAmt |
| Program Services | $38,350 | ProgramServicesAmt |
| Management And General | $9,141 | ManagementAndGeneralAmt |
| Fundraising | $2,053 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,463 | TotalAmt |
| Management And General | $48,463 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,889 | TotalAmt |
| Program Services | $949,741 | ProgramServicesAmt |
| Management And General | $242,961 | ManagementAndGeneralAmt |
| Fundraising | $48,187 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,698 | TotalAmt |
| Program Services | $65,698 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,141 | TotalAmt |
| Program Services | $123,999 | ProgramServicesAmt |
| Management And General | $55,766 | ManagementAndGeneralAmt |
| Fundraising | $1,376 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,409 | TotalAmt |
| Program Services | $319,583 | ProgramServicesAmt |
| Management And General | $289,800 | ManagementAndGeneralAmt |
| Fundraising | $5,026 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,504 | TotalAmt |
| Program Services | $57,479 | ProgramServicesAmt |
| Management And General | $52,122 | ManagementAndGeneralAmt |
| Fundraising | $903 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,816 | TotalAmt |
| Program Services | $162,715 | ProgramServicesAmt |
| Management And General | $15,594 | ManagementAndGeneralAmt |
| Fundraising | $1,507 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,815 | TotalAmt |
| Program Services | $152,575 | ProgramServicesAmt |
| Management And General | $38,634 | ManagementAndGeneralAmt |
| Fundraising | $1,606 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253 | TotalAmt |
| Program Services | $244 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,043 | TotalAmt |
| Program Services | $19,788 | ProgramServicesAmt |
| Management And General | $17,944 | ManagementAndGeneralAmt |
| Fundraising | $311 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,269 | TotalAmt |
| Program Services | $25,107 | ProgramServicesAmt |
| Management And General | $22,767 | ManagementAndGeneralAmt |
| Fundraising | $395 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FULFILLMENT | $440,467 | $288,193 | $149,679 | $2,595 |
| TAXES & LICENSES | $227,020 | $118,084 | $107,079 | $1,857 |
| PUBLICATIONS | $28,107 | $22,110 | $4,897 | $1,100 |
| SECTIONS | $27,462 | $14,284 | $12,953 | $225 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,405 | TotalAmt |
| Program Services | $22,743 | ProgramServicesAmt |
| Management And General | -$4,430 | ManagementAndGeneralAmt |
| Fundraising | $92 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,945,090 | TotalAmt |
| Program Services | $5,996,697 | ProgramServicesAmt |
| Management And General | $1,712,186 | ManagementAndGeneralAmt |
| Fundraising | $236,207 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292 | BOYAmt |
| EOY | $292 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,605 | BOYAmt |
| EOY | $1,061,117 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,418 | BOYAmt |
| EOY | $834,323 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,239 | BOYAmt |
| EOY | $358,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,649 | BOYAmt |
| EOY | $84,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,034,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,746,780 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,235,435 | BOYAmt |
| EOY | $2,287,285 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,574,912 | BOYAmt |
| EOY | $15,396,398 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,379 | BOYAmt |
| EOY | $227,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,143,929 | BOYAmt |
| EOY | $20,249,950 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,524 | BOYAmt |
| EOY | $771,409 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,400 | BOYAmt |
| EOY | $68,400 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250,184 | BOYAmt |
| EOY | $2,772,829 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,379 | BOYAmt |
| EOY | $698,874 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,320,487 | BOYAmt |
| EOY | $4,311,512 | 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 | $7,820,657 | BOYAmt |
| EOY | $7,463,529 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,002,785 | BOYAmt |
| EOY | $8,474,909 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,823,442 | BOYAmt |
| EOY | $15,938,438 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,143,929 | BOYAmt |
| EOY | $20,249,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$754,638 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,227,087 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$357,453 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $5,182,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,144,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,549,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,611,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,448,107 | CurrentTaxYearAmt |
| Total | $25,935,911 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,107,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,055,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,428,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,560,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,217,839 | CurrentTaxYearAmt |
| Total | $19,370,236 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,289,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,199,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,978,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,172,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,665,946 | CurrentTaxYearAmt |
| Total | $45,306,147 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,000 | CurrentTaxYearAmt |
| Total | $38,187 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,000 | CurrentTaxYearAmt |
| Total | $38,187 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $45,267,960 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $582,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,423,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,342,273 | CurrentTaxYearAmt |
| Total | $4,576,923 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $582,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,423,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,342,273 | CurrentTaxYearAmt |
| Total | $4,576,923 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,066 | CurrentTaxYearAmt |
| Total | $123,374 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,870,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,807,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,441,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,857,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,029,285 | CurrentTaxYearAmt |
| Total | $50,006,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90520 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92440 | PublicSupportPY509Pct |
| Investment Income CY | 0.09150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,979,195 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,979,195 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $548,960 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $137,240 | FilingOrganizationsTotalAmt |
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 | $667,328 | CurrentYearMinus3Amt |
| Current Year Minus2 | $646,046 | CurrentYearMinus2Amt |
| Current Year Minus1 | $643,231 | CurrentYearMinus1Amt |
| Current Year | $548,960 | CurrentYearAmt |
| Total | $2,505,565 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,758,348 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $166,832 | CurrentYearMinus3Amt |
| Current Year Minus2 | $161,512 | CurrentYearMinus2Amt |
| Current Year Minus1 | $160,808 | CurrentYearMinus1Amt |
| Current Year | $137,240 | CurrentYearAmt |
| Total | $626,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $939,588 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,701,022 | BeginningYearBalanceAmt |
| Contributions | $1,700 | ContributionsAmt |
| Investment Earnings Or Losses | $384,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,581 | OtherExpendituresAmt |
| End Year Balance | $5,072,960 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,128,405 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $599,868 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,751 | OtherExpendituresAmt |
| End Year Balance | $4,701,022 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,455,947 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | -$290,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,143 | OtherExpendituresAmt |
| End Year Balance | $4,128,405 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,077,244 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | $419,608 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,505 | OtherExpendituresAmt |
| End Year Balance | $4,455,947 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,470,437 | BeginningYearBalanceAmt |
| Contributions | $470,666 | ContributionsAmt |
| Investment Earnings Or Losses | $161,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,069 | OtherExpendituresAmt |
| End Year Balance | $4,077,244 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $595,436 | OtherCostOrOtherBasisAmt |
| Book Value | $595,436 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,243,964 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,582,869 | DepreciationAmt |
| Book Value | $1,661,095 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,194,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,163,911 | DepreciationAmt |
| Book Value | $30,754 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,287,285 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $112,699 |
| LINE OF CREDIT | $586,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $698,874 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,469,076 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,227,087 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $100,000 | OtherRevenueAmt |
| Revenue Not Reported | $1,327,087 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,141,989 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,463 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $48,463 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,190,452 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,992,254 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $95,627 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $95,627 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,896,627 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,463 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $48,463 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,945,090 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITY REVENUE 100,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITY EXPENSES 95,627. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY EAST BAY | ||||||||
| 25800 CARLOSS BEE BLVD SA2750 | HAYWARD | CA | 94542 | 946003272 | 501(C)3 | $6,000 | TENSORS - SUMMA AWARD | |
| OHIO UNIVERSITY | ||||||||
| 321 MORTON HALL | ATHENS | OH | 45701 | 316402113 | 501(C)3 | $6,000 | TENSORS - SUMMA AWARD | |
| TEMPLE UNIVERSITY | ||||||||
| 1805 NORTH BROAD STREET | PHILADEPHIA | PA | 19122 | 231365971 | 501(C)3 | $6,000 | TENSORS - SUMMA AWARD | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA RIVERSIDE | ||||||||
| UNIVERSITY OFFICE | RIVERSIDE | CA | 92521 | 956006142 | 501(C)3 | $5,000 | TENSORS - SUMMA AWARD | |
| WILLIAMS COLLEGE | ||||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | 042104847 | 501(C)3 | $2,500 | TENSORS - SUMMA AWARD | |
| SPELMAN COLLEGE | ||||||||
| 350 SPELMAN LANE SOUTHWEST | ATLANTA | GA | 30314 | 580566243 | 501(C)3 | $6,000 | TENSOR WOMEN | |
| TROY UNIVERSITY | ||||||||
| 161 ADAMS ADMINISTRATION BUILDING | TROY | AL | 36082 | 636001102 | 501(C)3 | $4,000 | TENSOR WOMEN | |
| UNIVERSITY OF MINNESOTA | ||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 501(C)3 | $6,000 | TENSOR WOMEN | |
| UNIVERSITY OF ALABAMA | ||||||||
| BOX 870135 | TUSCALOOSA | AL | 35487 | 636001138 | 501(C)3 | $5,000 | DMEG AWARD | |
| OGLETHORPE UNIVERSITY | ||||||||
| 4484 PEACHTREE ROAD NE | ATLANTA | GA | 30319 | 580568698 | 501(C)3 | $3,106 | DMEG AWARD | |
| UNIVERSITY OF IOWA | ||||||||
| 118 SOUTH CLINTON STREET | IOWA CITY | IA | 52242 | 426004813 | 511(A)(2)(B) | $3,900 | DMEG AWARD | |
| MONTANA STATE UNIVERSITY BILLINGS | ||||||||
| 1500 UNIVERSITY DRIVE | BOZEMAN | MT | 59101 | 816001642 | 501(C)3 | $5,000 | DMEG AWARD | |
| UNIVERSITY OF PUERTO RICO | ||||||||
| 259 BLVD ALFONSO VALDEZ | MAYAGUEZ | PR | 00680 | 660433761 | 501(C)3 | $5,000 | DMEG AWARD | |
| ROCKHURST UNIVERSITY | ||||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | 160743140 | 501(C)3 | $5,000 | DMEG AWARD | |
| CENTRAL WASHINGTON UNIVERSITY | ||||||||
| GRANT CONTRACT ACCOUNTING | ELLENSBURG | WA | 989267469 | 916000618 | 501(C)3 | $216 | NSF GRANT SUB-AWARDEE | |
| UNIVERSITY OF TEXAS RIO GRANDE VALLEY | ||||||||
| BURSAR OFFICE ESSBK 1201 | EDINBURG | TX | 78539 | 465292740 | 501(C)3 | $33,113 | NSF GRANT SUB-AWARDEE | |
| JAMES MADISON UNIVERSITY | ||||||||
| UNIVERSITY OF BUSINESS OFFICE | HARRISONBURG | VA | 22807 | 546001756 | 501(C)3 | $28,562 | NSF GRANT SUB-AWARDEE | |
| MONTANA STATE UNIVERSITY | ||||||||
| PO BOX 172470 | BOZEMAN | MT | 597172470 | 546001756 | 501(C)3 | $51,034 | NSF GRANT SUB-AWARDEE | |
| UNIVERSITY OF TEXAS AT ARLINGTON | ||||||||
| GRANT ACCOUNTING | ARLINGTON | TX | 760190136 | 756000121 | 501(C)3 | $127,999 | NSF GRANT SUB-AWARDEE | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 25 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 146235608 | 160743140 | 501(C)3 | $2,799 | NSF GRANT SUB-AWARDEE | |
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||
| FINANCIAL SERVICES | WORCHESTER | MA | 016092280 | 042121659 | 501(C)3 | $23,365 | NSF GRANT SUB-AWARDEE | |
| UNIVERSITY OF MAINE | ||||||||
| RESEARCH SPONSORED PROGRAMS | ORONO | ME | 044695717 | 016000769 | 501(C)3 | $31,051 | NSF GRANT SUB-AWARDEE | |
| BROAD-BASED KNOWLEDGE | ||||||||
| 5935 ORCHARD AVENUE | RICHMOND | CA | 94804 | 263409089 | 501(C)3 | $27,438 | NSF GRANT SUB-AWARDEE | |
| CAMPBELL UNIVERSITY | ||||||||
| ACCOUNTING OFFICE | BLUIES CREEK | NC | 27506 | 560529940 | 501(C)3 | $33,694 | NSF GRANT SUB-AWARDEE | |
| HIGHLINE COLLEGE | ||||||||
| PO BOX 9800 | DES MOINES | WA | 98198 | 910752489 | 501(C)3 | $5,808 | NSF GRANT SUB-AWARDEE | |
| HOWARD COMMUNITY COLLEGE | ||||||||
| 10901 LITTLE PATUXENT PARKWAY | COLUMBIA | MD | 21044 | 520900106 | 501(C)3 | $4,734 | NSF GRANT SUB-AWARDEE | |
| SANTA CLARITA COMMUNITY COLLEGE | ||||||||
| 26455 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | 941156617 | 501(C)3 | $9,575 | NSF GRANT SUB-AWARDEE | |
| COLORADO STATE UNIVERSITY | ||||||||
| SPONSORED PROGRAMS | FORT COLLINS | CO | 805232002 | 846000545 | 501(C)3 | $1,800 | NSF GRANT SUB-AWARDEE | |
| PORTLAND STATE UNIVERSITY | ||||||||
| SPONSORED PROJECTS | PORTLAND | OR | 972070751 | 936001786 | 501(C)3 | $44,053 | NSF GRANT SUB-AWARDEE | |
| SAN DIEGO STATE UNIVERSITY FDN | ||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 921821948 | 956042721 | 501(C)3 | $126,386 | NSF GRANT SUB-AWARDEE | |
| TEXAS A&M UNIVERSITY | ||||||||
| PO BOX 3011 | COMMERCE | TX | 75429 | 260895118 | 501(C)3 | $929 | NSF GRANT SUB-AWARDEE | |
| KUTZTOWN UNIVERSITY | ||||||||
| 15200 KUTZTOWN ROAD | KUTZTOWN | PA | 19530 | 232710197 | 501(C)3 | $25,164 | NSF GRANT SUB-AWARDEE | |
| EMBRY-RIDDLE AERONAUTICS UNIVERSITY | ||||||||
| 1 AEROSPACE BLVD | DAYTONA BEACH | FL | 32114 | 590936101 | 501(C)3 | $19,146 | NSF GRANT SUB-AWARDEE | |
| UNITED STATES AIR FORCE ACADEMY (USAFA) | ||||||||
| 2304 CADET DRIVE SUITE 2200 | USAF ACADEMY | CO | 80840 | 840580665 | 501(C)3 | $4,830 | NSF GRANT SUB-AWARDEE | |
| HARVARD UNIVERSITY | ||||||||
| 1 OXFORD STREET 3RD FLOOR DEPARTMEN | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)3 | $45,000 | PUTNAM | OF MATHEMATICS |
| UCLA FOUNDATION | ||||||||
| 520 PORTOLA PLAZA SUITE 6363 BOX | LOS ANGELES | CA | 90095 | 952250801 | 501(C)3 | $10,000 | PUTNAM | 951555 |
| STANFORD UNIVERSITY | ||||||||
| 450 JANE STANFORD WAY BUILDING 380 | STANFORD | CA | 94305 | 941156365 | 501(C)3 | $15,000 | PUTNAM | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE NE79-3000 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)3 | $8,750 | PUTNAM | |
| KUTZTOWN UNIVERSITY FOUNDATION & ALUMNI RELATIONS | ||||||||
| 15197 KUTZTOWN ROAD | KUTZTOWN | PA | 19530 | 232256893 | 501(C)3 | $500 | CRAWFORD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (21 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt |
|---|---|
| AKAMAI SCHOLARSHIP | $5,000 |
| ALDER AWARD | $3,000 |
| ALLENDOERFER AWARD | $2,000 |
| BALLES AWARD | $12,000 |
| BOB WITTE (NEXT) AWARD | $5,000 |
| CHAUVENET | $1,000 |
| DOLCIANI K-16 | $5,000 |
| EARL FUND (POLYA) | $4,000 |
| GUNG HU | $5,000 |
| HAIMO TEACHING AWARD | $3,000 |
| HALMOS-FORD AWARD | $4,000 |
| INCLUSIVITY | $2,500 |
| PUTNAM | $29,050 |
| SLIFFE AWARD | $9,500 |
| SOLOW AWARD | $2,500 |
| USAMO | $11,250 |
| EULER BOOK PRIZE | $4,000 |
| PORTER | $1,000 |
| ROBBINS PRIZE | $5,000 |
| SHELDON PRIZE | $500 |
| TREVOR EVANS | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J MICHAEL PEARSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $250,886 | $0 | $0 | $0 | $0 | $0 | $19,004 | $0 | $11,673 | $0 | $281,563 | $0 | $0 | $0 |
| BEN SPAISMAN | ||||||||||||||
| CHIEF BUSINESS OFFICER | $197,111 | $0 | $0 | $0 | $0 | $0 | $14,798 | $0 | $1,947 | $0 | $213,856 | $0 | $0 | $0 |
| KIMBERLY RUTLAND-STARKS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $157,474 | $0 | $0 | $0 | $0 | $0 | $12,267 | $0 | $19,594 | $0 | $189,335 | $0 | $0 | $0 |
| KRISTEN VU | ||||||||||||||
| DIRECTOR, DEVELOPMENT & COMM | $144,705 | $0 | $0 | $0 | $0 | $0 | $11,683 | $0 | $30,368 | $0 | $186,756 | $0 | $0 | $0 |
| STEPHEN COOLBAUGH | ||||||||||||||
| DIRECTOR OF MEMBERSHIP | $149,083 | $0 | $0 | $0 | $0 | $0 | $11,293 | $0 | $9,901 | $0 | $170,277 | $0 | $0 | $0 |
| RACHEL LEVY THRU 82020 | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $137,908 | $0 | $0 | $0 | $0 | $0 | $9,014 | $0 | $20,345 | $0 | $167,267 | $0 | $0 | $0 |
| CAROL BAXTER | ||||||||||||||
| DIRECTOR OF PUBLICATIONS | $114,133 | $0 | $0 | $0 | $0 | $0 | $9,503 | $0 | $31,770 | $0 | $155,406 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | A 457(B) NON-QUALIFIED PLAN IS AVAILABLE TO CERTAIN KEY EMPLOYEES. THE ORGANIZATION DOES NOT MAKE PAYMENTS TO THE PLAN AND NO PAYMENTS WERE RECEIVED FROM THE PLAN BY EMPLOYEES DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 MEMBERSIP ARE THE OFFICERS WHO ARE ON THE EXECUTIVE COMMITTEE: PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT AND THE FIRST AND SECOND VICE PRESIDENTS, OF THE 50 BOARD MEMBRS, 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 ASSOCIATE EXECUTIVE DIRECTORS 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 ASSOCIATE DIRECTORS. 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 IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 949,741. MANAGEMENT AND GENERAL EXPENSES 242,961. FUNDRAISING EXPENSES 48,187. TOTAL EXPENSES 1,240,889. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VI, LINE 1A: | THE EXECUTIVE COMMITTEE ACTS ON BEHALF OF THE BOARD OF GOVERNORS ON MATTERS THAT ARISE BETWEEN MEETINGS OF THE BOARD. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WALTER B FORD TRUST | ||||||||||
| 1529 18TH ST NW | WASHINGTON | DC | 20036 | 237275372 | SUPPORT MATH | DC | 501(C)(3) | 509(A)(1) | N/A | 0 |
| EDYTHE MAE SLIFFE TRUST | ||||||||||
| 1529 18TH ST NW | WASHINGTON | DC | 20036 | 522169103 | SUPPORT MATH | DC | 501(C)(4) | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |