2015-05-04T08:27:55-07:00 2014-12-31 990 2014-01-01 131656610 AMERICAN PHYSICAL SOCIETY AMER 3012093210 One Physics Ellipse College Park MD 207403844 Michael Stephens Director of Finance and Controller 3012093210 2015-05-01 2014 2016-02-25 16:41:14Z Kate P Kirby One Physics Ellipse College Park MD 20740 59670568 0 X aps.org X 1914 DC The American Physical Society is an educational and scientific organization whose objective is the advancement and diffusion of the knowledge of physics. APS is a membership association which publishes physics journals, conducts scientific meetings, and engages in educational, public affairs and outreach programs. 14 14 245 800 54869 19400 6300517 7839021 41118160 43020379 8344306 5835260 0 0 55762983 56694660 2354554 2697356 0 0 25774976 26988082 0 0 599609 20299882 21722503 48429412 51407941 7333571 5286719 167976513 173735055 34511253 35024982 133465260 138710073 To advance and diffuse the knowledge of physics. 0 0 28973677 0 37166187 Physics Research Programs: Research Publications 5339114 65368 5588259 Physics Research Programs: Scientific Meetings 6153558 335347 4061428 Physics Research Programs: Membership Operations 8000167 2296641 3276537 Physics Research Programs: Public Affairs and Programs (51,523 Members) 8000167 2296641 3276537 48466516 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 167 0 1 245 1 1 1 0 0 0 0 0 0 0 0 1 1 0 X 14 14 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD NY X American Physical Society 3012093210 One Physics Ellipse College Park MD 207403844 Michael S Turner Past President 10 0 X X 0 0 0 Malcolm R Beasley President 30 0 X X 0 0 0 Samuel Aronson President-Elect 6 0 X X 0 0 0 Homer A Neal Vice President 4 0 X X 0 0 0 Gregory Meisner Director 4 0 X 0 0 0 Keivan Stassun Director 4 0 X 0 0 0 Frances Hellman Director 4 0 X 0 0 0 Annick Suzor-Weiner Director 4 0 X 0 0 0 Amy Mullin Director 4 0 X 0 0 0 Nan Phinney Director 4 0 X 0 0 0 Gay Stewart Director 4 0 X 0 0 0 Young-Kee Kim Director 4 0 X 0 0 0 Wick Haxton Director 4 0 X 0 0 0 Daniel Kleppner Director 4 0 X 0 0 0 Kate P Kirby Executive Officer 40 0 X X 351656 0 0 Gene D Sprouse Editor-in-Chief 40 0 X X 305354 0 0 Joseph W Serene Treasurer/Publisher 40 0 X X 253920 0 0 Ken Cole Corporate Secretary 40 0 X X 101783 0 0 James Taylor Deputy Executive Director 40 0 X 177793 0 0 Mark Doyle Director of Journal Information Systems 40 0 X 212649 0 0 Theodore Hodapp Director of Education and Diversity 40 0 X 198238 0 0 Amy Flatten Director of International Affairs 40 0 X 191709 0 0 Michael D Stephens Director of Finance and Controller 40 0 X 183064 0 0 Daniel Kulp Editorial Director 40 0 X 180299 0 0 Tracy Alinger Director of HQ Information Technology 40 0 X 178976 0 0 Christine Giaccone Director of Journal Operations 40 0 X 175149 0 0 Paul Dlug Assistant Director of JIS 40 0 X 170124 0 0 Barbara Hicks Associate Publisher 40 0 X 166603 0 0 2847317 0 0 59 0 1 0 TG Nickel and Associates 22 COLT COURT RONKONKOMA NY 11779 Building Contractor 3278074 APTARA Box 13963 13963 Collections Cntr Drive Chicago IL 60693 Publishing Services 1942208 Lumina Datamatics Inc DEPT CH 16508 PALATINE IL 600556508 Publishing Services 1241272 American Institute of Physics 1 Physics Ellipse College Park MD 20740 Publishing Services 711047 Cenveo Publisher Services PO Box 751898 Charlotte NC 28275 Publishing Services 675291 26 0 3874763 0 0 2207915 1756343 0 7839021 Research Publications 511120 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470381 500639 50907302 51407941 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 487529 520236 502441 500639 2010845 250000 250000 250000 250000 1000000 1500000 29871 29922 28415 30258 118466 2652519 15935 130744 0 106809 0 2692389 2581481 50768 131715 0 111445 0 2652519 2428415 121967 130362 0 99263 0 2581481 2422138 24533 98329 0 116585 0 2428415 2432041 19976 129685 0 159564 0 2422138 0 0.89 0.11 0 0 196412 0 196412 19920502 0 2364019 17556483 971749 0 735580 236169 1018324 0 286494 731830 0 0 0 0 18720894 0 0 Renaissance Institutional Equities Fund 6795729 F American Center for Physics 3162909 F 9958638 1051 1051 X 57171871 1573041 0 0 -1095830 477211 56694660 0 0 0 56694660 51927058 0 0 0 519117 519117 51407941 0 0 0 51407941 Schedule D, Part V, Line 4 Earnings on the endowed funds are to provide an annual scholarship for women physicists and to provide awards to distinguished individuals in the field of physics. 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, 2014 and 2013. Under 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 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 2011. However, APS is still open to examinations by tax authorities from fiscal year 2011 forward. For the years ended December 31, 2014 and 2013, there were no interest or penalties recorded in the statements of activities. Schedule D, Part XI, Line 2d Change in post-retirement medical benefits other than net periodic post-retirement medical benefit cost of $(1,614,947). Net assets released from restrictions of $519,117. Schedule D, Part XII, Line 2d Net assets released from restrictions on $519,117. 1 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants 92264 Middle East and North Africa 0 0 Grantmaking Grants 24336 South Asia 0 0 Grantmaking Grants 15819 East Asia and the Pacific 0 0 Grantmaking Grants 7945 Sub-Saharan Africa 0 0 Grantmaking Grants 2000 South America 0 0 Grantmaking Grants 2000 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Grants 2000 0 0 146364 Europe (including Iceland and Greenland) Two Entrepreneurship Workshops 10000 Wire 0 1 0 Travel Assistance Europe (including Iceland and Greenland) 2 4000 Check/Wire 0 Travel Assistance South Asia 10 12516 Check/Wire 0 Travel Assistance Sub-Saharan Africa 1 2000 Check/Wire 0 Travel Assistance South America 1 2000 Check/Wire 0 Prize and Awards Europe (including Iceland and Greenland) 12 71264 Check/Wire 0 Prize and Awards Middle East and North Africa 2 15136 Check/Wire 0 Prizes and Awards South Asia 1 3303 Check/Wire 0 Prizes and Awards East Asia and the Pacific 1 7945 Check/Wire 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 Recipients are selected based upon criteria determined by oversight committees. Recipients provided lump sum payments at the beginning of the grant period are expected to submit final reports detailing expenditures. Funds given on a "reimbursement" basis require the recipient to provide APS with an expense report that includes receipts for his/her expenditures. In addition, the formal Prizes and Awards are based upon prior accomplishments and are approved by the Board or Council before being given to distinguished physicists. 1 Arizona State University Grant and Contract Accounting PO BOX 873503 Tempe AZ 852873503 860196696 501(c)(3) 90764 0 Physics Education Grant Boston University Trustees of Boston University Research Accounting PO BOX 55058 Boston MA 02205 042103547 501(c)(3) 198821 0 Physics Education Grant Cal Poly Pomona Foundation 3801 West Temple Ave Bldg 55 Pomona CA 917684038 952417645 501(c)(3) 15397 0 Physics Education Grant Cal State San Marcos - University Auxiliary Foundation 435 E Carmel Street San Marcos CA 92078 800390564 501(c)(3) 12542 0 Physics Education Grant Central Washington University Cashiers Office 400 East University Way Ellensburg WA 98926 916000618 501(c)(3) 22213 0 Physics Education Grant Chicago State University Adm 303 9501 S King Drive Chicago IL 606281598 362580815 501(c)(3) 27339 0 Physics Education Grant Georgia State University PO BOX 3999 Atlanta GA 303023999 581418202 501(c)(3) 23167 0 Physics Education Grant James Madison University University Business Office MSC 3516 Harrisonburg VA 22807 546001756 501(c)(3) 89646 0 Physics Education Grant Middle Tennessee State DEPT OF PHYSICS AND ASTRONOMY MTSU BOX 71 Murfreesboro TN 37132 626005794 501(c)(3) 30294 0 Physics Education Grant North Carolina State University DEPT OF PHYSICS PO BOX 8202 Raleigh NC 27695 566000756 501(c)(3) 16542 0 Physics Education Grant The Research Fundation SUNY PO BOX 9 Albany NY 122010009 141368361 501(c)(3) 20100 0 Physics Education Grant University of Alabama Office for Sponsored Programs Box 870135 Tuscaloosa AL 354870135 636001138 501(c)(3) 100347 0 Physics Education Grant University of Central Florida DIV OF FINANCE AND ACCOUNTING 12424 RESEARCH PARKWAY SUITE 300 Orlando FL 328263249 592924021 501(c)(3) 98290 0 Physics Education Grant University of Cincinnati UNIV OF CINCINNATI/DEPT OF PHY 345 CLIFTON COURT Cincinnati OH 452210011 316000989 501(c)(3) 96269 0 Physics Education Grant University of Missouri 223 Physics Bldg Dept of Physics and Astronomy Columbia MO 65211 436003859 501(c)(3) 80634 0 Physics Education Grant University of Wisconsin DEPT OF PHYS PO BOX 413 Milwaukee WI 532010413 391805963 501(c)(3) 35497 0 Physics Education Grant Virginia Polytechnic Institute 1600 Pratt Drive Blacksburg VA 24060 546001805 501(c)(3) 66001 0 Physics Education Grant Ohio State University 191 W WOODRUFF AVE Columbus OH 43210 316025986 501(c)(3) 45056 0 Physics Minority Bridge Program University of South Florida CLEAN ENERGY RESEARCH CENTER 4202 E FOWLER AVE ENB 118 Tampa FL 33620 593102112 501(c)(3) 37571 0 Physics Minority Bridge Program The Kitchen Theatre Company PO BOX 429 Ithaca NY 14851 161443072 501(c)(3) 10000 0 Public Outreach Grant University of Wisconsin Dept of Phys PO Box 413 Milwaukee WI 532010413 396006492 501(c)(3) 6500 0 Public Outreach Grant Axolotl Science Outreach 2475 Virginia Avenue NW 716 Washington DC 20037 465609442 501(c)(3) 10000 0 Public Outreach Grant Montana State University Office of Sponsored Programs 309 Montana Hall Box 172470 Bozeman MT 597172470 816010045 501(c)(3) 10000 0 Public Outreach Grant Michigan State University NSCL/Cyclotron Laboratory East Lansing MI 488241321 386005984 501(c)(3) 9847 0 Public Outreach Grant AAAS 1200 New York Avenue NW Washington DC 20005 530196568 501(c)(3) 19000 0 Physics Media Fellow Grant 25 0 Programs-Honorariums 9 8950 0 Programs-Travel Assistance 620 254766 0 Programs-Participant Costs 26 61538 0 Programs-Outreach Grants 3 1532 0 Programs-Meeting Fee Waivers 138 27420 0 Programs-Child Care 89 12953 0 Programs-Other Expenses 115 166263 0 Minority Scholarship Payments 85 93500 0 Prizes and Awards-Stipends, Certificates and Travel 120 430752 0 Noyce Scholarship Payments 6 79354 0 Travel-Participant Support 248 204418 0 Subsistance-Participant Support 15 19612 0 Other-Participant Support 81 42086 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 Executive Board or Council before being given to distinguished physicists. X X X X X 0 1 0 0 0 0 0 0 0 Michael S Turner Past President 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Malcolm R Beasley President 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Samuel Aronson President-Elect 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Homer A Neal Vice President 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Gregory Meisner Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Keivan Stassun Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Frances Hellman Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Annick Suzor-Weiner Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amy Mullin Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Nan Phinney Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Gay Stewart Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Young-Kee Kim Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Wick Haxton Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Daniel Kleppner Director 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Kate P Kirby Executive Officer 351656 0 0 0 0 0 20000 0 14268 0 385924 0 0 0 Gene D Sprouse Editor-in-Chief 305354 0 0 0 0 0 20000 0 14228 0 339582 0 0 0 Joseph W Serene Treasurer/Publisher 253920 0 0 0 0 0 20000 0 6036 0 279956 0 0 0 Ken Cole Director 101783 0 0 0 0 0 10178 0 14268 0 126229 0 0 0 James Taylor Deputy Executive Director 177793 0 0 0 0 0 17779 0 8233 0 203805 0 0 0 Mark Doyle Director of Journal Information Systems 212649 0 0 0 0 0 20000 0 18578 0 251227 0 0 0 Theodore Hodapp Director of Education and Diversity 198238 0 0 0 0 0 19824 0 14268 0 232330 0 0 0 Amy Flatten Director of International Affairs 191709 0 0 0 0 0 19171 0 8233 0 219113 0 0 0 Michael D Stephens Director of Finance and Controller 183064 0 0 0 0 0 18306 0 14268 0 215638 0 0 0 Daniel Kulp Editorial Director 180299 0 0 0 0 0 18030 0 18578 0 216907 0 0 0 Tracy Alinger Director of HQ Information Technology 178976 0 0 0 0 0 17898 0 8233 0 205107 0 0 0 Christine Giaccone Director of Journal Operations 175149 0 0 0 0 0 17515 0 506 0 193170 0 0 0 Paul Dlug Assistant Director of JIS 170124 0 0 0 0 0 17012 0 8233 0 195369 0 0 0 Barbara Hicks Associate Publisher 166603 0 0 0 0 0 16660 0 14268 0 197531 0 0 0 Schedule J, Part I, Line 4 Gene Sprouse contributed $17000 to a Section 457 Plan. Ted Hodapp contributed $17500 to a Section 457 Plan. Amy Flatten contributed $6500 to a Section 457 Plan. Michael Stephens contributed $6500 to a Section 457 Plan. Peter Adams contributed $17000 to a Section 457 Plan. William Reinhardt contributed $17,500 to a Section 457 Plan. Form 990, Part VI, Section A, Line 4 On 8/16/2014, the Council approved the Amended and Restated Articles of Incorporation. On 11/15/2014, the Council approved the Revised Constitution and Bylaws which appointed the Board of Directors as the governing body of the American Physical Society. These documents can be found at http://www.aps.org/about/governance/documents/index.cfm. Form 990, Part VI, Section A, Line 6 APS has 51,523 members. Form 990, Part VI, Section A, Line 7a Under the new governing documents, society members elect the members of the Council of Representatives. The members of the Council of Representatives elect the members of the Board of Directors, which is now the governing body. Form 990, Part VI, Section B, Line 11b The members of the governing body received an email with a draft copy of the Form 990. Form 990, Part VI, Section B, Line 12c Employees and governing body members are asked to complete a conflict of interest report each year. That report is reviewed by the Executive Officer for potential conflicts. Form 990, Part VI, Section B, Line 15 A senior personnel committee approves the annual salaries of the officers and key employees of the Society. Salary surveys are reviewed by this committee as part of the process. Form 990, Part VI, Section C, Line 19 The APS governing documents are available online at http://www.aps.org/about/governance/documents/index.cfm. The financial statements are included in the APS Annual Report also available at http://www.aps.org/about/governance/annual-reports/index.cfm. Form 990, Part IX, Line 11g Consultant Fees $2,693,917; Publication Composition and Printing $5,282,068.