Form 990 for tax year 2022
Filed by AMERICAN ORNITHOLOGICAL SOCIETY.
Totals
- Total revenue
- $1,347,451
- Total expenses
- $1,560,069
- Contributions and grants received
- $258,071
- Grants paid
- $299,884
- Program service revenue
- $530,146
- Investment income
- $439,298
- Other revenue
- $119,936
- Total assets, end of year
- $24,614,247
- Total liabilities, end of year
- $556,003
- Net assets or fund balances, end of year
- $24,058,244
- Program services expenses (Part IX)
- $1,213,755
- Management and general expenses
- $341,636
- Fundraising expenses
- $4,678
- Program service expenses (Part III)
- $1,213,755
Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$123,548
-
1f · All other contributions, gifts and grants
$134,523
-
2a · Program service revenue: ANNUAL MEETING
total $450,956 · related or exempt $450,956
-
2b · Program service revenue: PUBLICATIONS
total $79,190 · related or exempt $77,584 · unrelated business $1,606
-
3 · Investment income
total $397,925 · excluded $397,925
-
5 · Royalties
total $119,936 · excluded $119,936
-
7a · Gross sales of assets other than inventory
securities $698,250
-
7b · Less cost or other basis and sales expenses
securities $656,877
-
7c · Gain or loss
securities $41,373
-
7d · Net gain or loss
total $41,373 · excluded $41,373
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $60,635 · program services $60,635
-
2 · Grants to domestic individuals
total $202,185 · program services $202,185
-
3 · Grants to foreign organizations and individuals
total $37,064 · program services $37,064
-
5 · Compensation of officers, directors and key employees
total $155,736 · program services $46,067 · management and general $106,103 · fundraising $3,566
-
7 · Other salaries and wages
total $366,208 · program services $275,052 · management and general $90,605 · fundraising $551
-
8 · Pension plan contributions
total $9,472 · program services $6,815 · management and general $2,634 · fundraising $23
-
9 · Other employee benefits
total $28,440 · program services $21,467 · management and general $6,824 · fundraising $149
-
10 · Payroll taxes
total $43,458 · program services $27,556 · management and general $15,576 · fundraising $326
-
11b · Fees: legal
total $21,526 · program services $1,040 · management and general $20,486
-
11c · Fees: accounting
total $56,035 · management and general $56,035
-
11g · Fees: other
total $18,794 · program services $11,761 · management and general $7,033
-
13 · Office expenses
total $43,935 · program services $34,832 · management and general $9,072 · fundraising $31
-
14 · Information technology
total $67,454 · program services $57,709 · management and general $9,745
-
17 · Travel
total $31,226 · program services $28,120 · management and general $3,106
-
19 · Conferences, conventions and meetings
total $338,563 · program services $338,171 · management and general $392
-
20 · Interest
total $11,605 · management and general $11,605
-
22 · Depreciation, depletion and amortization
total $1,699 · program services $1,099 · management and general $592 · fundraising $8
-
23 · Insurance
total $5,245 · program services $3,393 · management and general $1,828 · fundraising $24
-
24a · Other expenses: PUBLISHING
total $60,789 · program services $60,789
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $218,620 · end of year $225,828
-
3 · Pledges and grants receivable
beginning of year $15,000 · end of year $114,325
-
4 · Accounts receivable
beginning of year $335,028 · end of year $150,726
-
9 · Prepaid expenses and deferred charges
beginning of year $133,042 · end of year $89,926
-
10a · Land, buildings and equipment: cost or other basis
$45,544
-
10b · Land, buildings and equipment: accumulated depreciation
$39,495
-
10c · Land, buildings and equipment, net
beginning of year $4,954 · end of year $6,049
-
11 · Investments: publicly traded securities
beginning of year $30,501,778 · end of year $23,726,664
-
15 · Other assets
beginning of year $387,821 · end of year $300,729
-
17 · Accounts payable and accrued expenses
beginning of year $20,149 · end of year $22,125
-
19 · Deferred revenue
beginning of year $702,097 · end of year $533,878
-
27 · Net assets without donor restrictions
beginning of year $14,043,757 · end of year $10,899,393
-
28 · Net assets with donor restrictions
beginning of year $16,830,240 · end of year $13,158,851
Mission and programs · 2022
Mission
THE AMERICAN ORNITHOLOGICAL SOCIETY (AOS) IS AN INTERNATIONAL MEMBERSHIP ORGANIZATION DEVOTED TO ADVANCING THE SCIENTIFIC UNDERSTANDING OF BIRDS, ENRICHING ORNITHOLOGY AS A PROFESSION, AND PROMOTING A RIGOROUS SCIENTIFIC BASIS FOR THE CONSERVATION OF BIRDS. THE AOS PRODUCES SCIENTIFIC PUBLICATIONS OF THE HIGHEST QUALITY, HOSTS INTELLECTUALLY ENGAGING AND PROFESSIONALLY VITAL MEETINGS, SERVES ORNITHOLOGISTS AT EVERY CAREER STAGE, PURSUES A GLOBAL PERSPECTIVE, AND INFORMS PUBLIC POLICY ON ALL ISSUES IMPORTANT TO ORNITHOLOGY AND ORNITHOLOGICAL COLLECTIONS.
Activities or mission (Part I)
ADVANCING THE SCIENTIFIC KNOWLEDGE AND CONSERVATION OF BIRDS
-
AOS PUBLISHES THE JOURNALS ORNITHOLOGY, AND ORNITHOLOGICAL APPLICATIONS,' BOTH INTERNATIONAL, PEER-REVIEWED JOURNALS. IN THESE JOURNALS, AUTHORS PRESENT THEIR ORIGINAL RESEARCH AND SCHOLARSHIP THAT ADVANCES THE FUNDAMENTAL SCIENTIFIC KNOWLEDGE OF BIRD SPECIES AND CONTRIBUTES TO THE UNDERSTANDING OF BROAD BIOLOGICAL CONCEPTS THROUGH STUDIES OF BIRD SPECIES. THE SOCIETY ENDEAVORS TO PUBLISH ORIGINAL WORKS THAT INTRODUCE OR EMPLOY INNOVATIVE EMPIRICAL AND THEORETICAL APPROACHES AND ANALYSES, APPLIED RESEARCH AND METHODOLOGY, AND DISCIPLINARY REVIEWS.
Expenses $183,952 · Revenue $77,584
-
THE AOS HOSTS AN INTELLECTUALLY ENGAGING AND VITAL ANNUAL MEETING THAT PROVIDES OPPORTUNITIES FOR THE DYNAMIC EXCHANGE OF SCIENTIFIC IDEAS AMONG STUDENTS AND PROFESSIONALS IN THE FIELD OF ORNITHOLOGY. THE AOS PERIODICALLY HOLDS JOINT CONFERENCES IN ASSOCIATION WITH OTHER SCIENTIFIC SOCIETIES DEDICATED TO ADVANCING THE ORNITHOLOGICAL SCIENCES.
Expenses $449,979 · Revenue $450,956
-
THE AOS CONFERS SIGNIFICANT RESEARCH GRANTS AND PRESTIGIOUS AWARDS TO ITS MEMBERS IN RECOGNITION AND SUPPORT OF EXCELLENCE IN ORNITHOLOGY. RESEARCH GRANTS SUPPORT STUDENT AND POST-DOCTORAL RESEARCH ACROSS A RANGE OF ORNITHOLOGICAL DISCIPLINES, INCLUDING CONSERVATION, WHILE ACHIEVEMENT AWARDS SERVE TO HIGHLIGHT AND HONOR EXCELLENCE IN ORNITHOLOGY BY STUDENTS, EARLY PROFESSIONALS, AND SENIOR SCIENTISTS ACROSS ACADEMIA, GOVERNMENT, NONPROFITS, AND THE PRIVATE SECTOR WORKING ACROSS THE GLOBE.
Expenses $315,608 · Grants $299,884
-
AOS IS A MEMBERSHIP-BASED PROFESSIONAL ORGANIZATION THAT SERVES A DIVERSE INTERNATIONAL MEMBERSHIP THROUGH A VARIETY OF PROGRAMS. AOS OFFERS VARIED BENEFITS, RESOURCES AND SUPPORT TO MEMBERS THROUGH A CLOUD-BASED MEMBERSHIP DATABASE AND MEMBER PORTAL
Expenses $264,216
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Colleen HandelCOLLEEN HANDEL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Sara R MorrisSARA R MORRIS
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 3
-
Sushma ReddySUSHMA REDDY
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Matthew CarlingMATTHEW CARLING
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Christopher BalakrishnanCHRISTOPHER BALAKRISHNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
W Alice BoyleW ALICE BOYLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carlos Daniel CadenaCARLOS DANIEL CADENA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy ChenNANCY CHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily B CohenEMILY B COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Courtney J ConwayCOURTNEY J CONWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan MennillDAN MENNILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Juan Francisco OrnelasJUAN FRANCISCO ORNELAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allison ShultzALLISON SHULTZ
DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Daizaburo ShizukaDAIZABURO SHIZUKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Morgan W TingleyMORGAN W TINGLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer WalshJENNIFER WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa PeganTERESA PEGAN
DIRECTOR
- Total calculated
- $580
- From this org
- $580
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Olivia WangOLIVIA WANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven R BeissingerSTEVEN R BEISSINGER
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Kathy MartinKATHY MARTIN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michael S WebsterMICHAEL S WEBSTER
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lauryn BenedictLAURYN BENEDICT
DIRECTOR - TERM
- Total calculated
- $0
- Hours/week
- 1
-
Sara KaiserSARA KAISER
DIRECTOR - TERM
- Total calculated
- $0
- Hours/week
- 1
-
Erica NolERICA NOL
DIRECTOR - TERM
- Total calculated
- $0
- Hours/week
- 1
-
Kristen RueggKRISTEN RUEGG
DIRECTOR - TERM
- Total calculated
- $0
- Hours/week
- 1
-
Regina H F MacedoREGINA H F MACEDO
DIRECTOR - TERM
- Total calculated
- $0
- Hours/week
- 1
-
Andrew W JonesANDREW W JONES
SECRETARY - TERM
- Total calculated
- $0
- Hours/week
- 3
-
Scott M LanyonSCOTT M LANYON
PAST PRESIDENT - TERM
- Total calculated
- $0
- Hours/week
- 1
-
Martin RaphaelMARTIN RAPHAEL
PAST PRESIDENT - TERM
- Total calculated
- $0
- Hours/week
- 1
-
Judith ScarlJUDITH SCARL
EXECUTIVE DIRECTOR
- Total calculated
- $155,736
- From this org
- $151,200
- From related orgs
- $0
- Other
- $4,536
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,500
- Bonus
- $2,000
- Other
- $5,700
- Deferred
- $4,536
- Nontaxable benefits
- $0
- Filer's total
- $155,736
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$15,000
KESSEL FELLOWSHIP FOR EARLY CAREER SCIENTISTS PROVIDE UP TO TWO YEARS OF SUPPORT FOR THE FULL RANGE OF ORNITHOLOGICAL RESEARCH AS DESCRIBED IN THEIR APPLICATION.
-
$7,500
PRIORITY PROJECT RESEARCH AWARD SUPPORTING EMERGING SCIENCE.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333189349311293
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