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Nonprofiteer
← AMERICAN MATHEMATICAL SOCIETY

Form 990 for tax year 2022

Filed by AMERICAN MATHEMATICAL SOCIETY.

Totals

Total revenue
$32,815,444
Total expenses
$32,644,156
Contributions and grants received
$6,196,502
Grants paid
$591,241
Program service revenue
$23,611,358
Investment income
$3,007,584
Other revenue
$0
Total assets, end of year
$222,625,287
Total liabilities, end of year
$23,492,980
Net assets or fund balances, end of year
$199,132,307
Program services expenses (Part IX)
$28,287,466
Management and general expenses
$3,723,576
Fundraising expenses
$633,114
Program service expenses (Part III)
$28,287,466

Program services were 86.7% 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

    $2,404,795

  • 1e · Government grants (contributions)

    $1,088,504

  • 1f · All other contributions, gifts and grants

    $2,703,203

  • 1g · Noncash contributions included above

    $1,470,648

  • 2a · Program service revenue: PUBLICATIONS

    total $22,801,801 · related or exempt $22,801,801

  • 2b · Program service revenue: MEETINGS

    total $660,956 · related or exempt $660,956

  • 2f · All other program service revenue

    total $148,601 · related or exempt $148,601

  • 3 · Investment income

    total $4,882,989 · excluded $4,882,989

  • 7a · Gross sales of assets other than inventory

    securities $71,598,537

  • 7b · Less cost or other basis and sales expenses

    securities $73,473,942

  • 7c · Gain or loss

    securities -$1,875,405

  • 7d · Net gain or loss

    total -$1,875,405 · excluded -$1,875,405

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $398,364 · program services $398,364

  • 2 · Grants to domestic individuals

    total $168,976 · program services $168,976

  • 3 · Grants to foreign organizations and individuals

    total $23,901 · program services $23,901

  • 5 · Compensation of officers, directors and key employees

    total $2,422,969 · program services $1,571,867 · management and general $851,102

  • 7 · Other salaries and wages

    total $14,499,543 · program services $13,035,837 · management and general $1,176,264 · fundraising $287,442

  • 8 · Pension plan contributions

    total $1,193,643 · program services $1,079,838 · management and general $85,958 · fundraising $27,847

  • 9 · Other employee benefits

    total $2,590,071 · program services $2,114,266 · management and general $431,852 · fundraising $43,953

  • 10 · Payroll taxes

    total $1,165,704 · program services $1,038,532 · management and general $105,928 · fundraising $21,244

  • 11b · Fees: legal

    total $115,276 · program services $58,462 · management and general $47,265 · fundraising $9,549

  • 11c · Fees: accounting

    total $61,570 · management and general $61,570

  • 11g · Fees: other

    total $1,962,331 · program services $1,662,578 · management and general $212,371 · fundraising $87,382

  • 12 · Advertising and promotion

    total $95,156 · program services $90,405 · management and general $2,560 · fundraising $2,191

  • 13 · Office expenses

    total $667,328 · program services $364,101 · management and general $298,386 · fundraising $4,841

  • 14 · Information technology

    total $570,457 · program services $529,862 · management and general $40,595

  • 15 · Royalties

    total $526,656 · program services $526,656

  • 16 · Occupancy

    total $615,602 · program services $563,430 · management and general $52,172

  • 17 · Travel

    total $1,272,848 · program services $1,177,453 · management and general $90,765 · fundraising $4,630

  • 22 · Depreciation, depletion and amortization

    total $961,259 · program services $761,062 · management and general $200,197

  • 23 · Insurance

    total $169,962 · program services $148,555 · management and general $21,407

  • 24a · Other expenses: PRINTING/PUBLICATIONS

    total $2,654,672 · program services $2,610,670 · management and general $16,344 · fundraising $27,658

  • 24b · Other expenses: SPONSORSHIPS/MEMBERSHIP

    total $113,883 · program services $113,883

  • 24c · Other expenses: UBI TAX

    total $28,840 · management and general $28,840

  • 24e · All other expenses

    total $365,145 · program services $248,768 · fundraising $116,377

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,814,562 · end of year $4,532,317

  • 2 · Savings and temporary cash investments

    beginning of year $12,411,140 · end of year $10,262,721

  • 3 · Pledges and grants receivable

    beginning of year $155,930 · end of year $143,165

  • 4 · Accounts receivable

    beginning of year $694,297 · end of year $625,368

  • 8 · Inventories for sale or use

    beginning of year $1,558,938 · end of year $1,146,189

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,144,688 · end of year $1,509,658

  • 10a · Land, buildings and equipment: cost or other basis

    $16,972,976

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,032,411

  • 10c · Land, buildings and equipment, net

    beginning of year $3,387,483 · end of year $2,940,565

  • 11 · Investments: publicly traded securities

    beginning of year $235,701,710 · end of year $199,417,880

  • 14 · Intangible assets

    beginning of year $860,491 · end of year $715,318

  • 15 · Other assets

    beginning of year $0 · end of year $1,332,106

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,874,112 · end of year $5,314,184

  • 19 · Deferred revenue

    beginning of year $10,677,673 · end of year $11,766,586

  • 25 · Other liabilities

    beginning of year $5,931,503 · end of year $6,412,210

  • 27 · Net assets without donor restrictions

    beginning of year $205,034,943 · end of year $169,791,408

  • 28 · Net assets with donor restrictions

    beginning of year $33,211,008 · end of year $29,340,899

Mission and programs · 2022

Mission

PLEASE SEE SCHEDULE O.THE AMERICAN MATHEMATICAL SOCIETY ("AMS OR "THE SOCIETY") FOUNDED IN 1888 TO FURTHER THE INTERESTS OF MATHEMATICAL RESEARCH SCHOLARSHIP, AND EDUCATION, SERVES THE NATIONAL AND INTERNATIONAL MATHEMATICAL COMMUNITY THROUGH ITS PUBLICATIONS, MEETINGS, ADVOCACY AND OTHER PROGRAMS, WHICH: (A) PROMOTE MATHEMATICAL RESEARCH AND ITS USES; (B) ENCOURAGE AND PROMOTE THE TRANSMISSION OF MATHEMATICAL UNDERSTANDINGS AND SKILLS TO ENSURE THE CONTINUED VITALITY OF THE PROFESSION; (C) SUPPORT MATHEMATICAL EDUCATION AT ALL LEVELS; (D) ADVANCE THE STATUS OF THE PROFESSION OF MATHEMATICS, ENCOURAGING AND FACILITATING FULL PARTICIPATION OF ALL INDIVIDUALS, AND, (E) FOSTER AN AWARENESS AND APPRECIATION OF MATHEMATICS AND ITS CONNECTIONS TO OTHER DISCIPLINES AND EVERYDAY LIFE.

Activities or mission (Part I)

THE AMERICAN MATHEMATICAL SOCIETY'S ("AMS OR "THE SOCIETY") BROAD MISSION IS TO FURTHER THE INTEREST OF MATHEMATICAL RESEARCH, SCHOLARSHIP AND EDUCATION, WHICH IS ACCOMPLISHED THROUGH PUBLICATIONS, MEETINGS, SERVICES, ADVOCACY IN EDUCATION, RESEARCH AND OTHER AREAS.

  • PUBLICATION AND DISSEMINATION OF MATHEMATICAL LITERATURE, INCLUDING UPPER LEVEL UNDERGRADUATE COURSE MATERIAL, PROCEEDINGS OF MEETINGS IN CURRENT TOPICAL AREAS AND HIGH-LEVEL RESEARCH MONOGRAPHS. AMS PUBLICATIONS ALSO INCLUDE THE MATHEMATICAL REVIEWS DATABASE, MATHSCINET, THE PREMIER MATHEMATICAL RESEARCH TOOL, CONTAINING CITATIONS AND REVIEWS OF MATHEMATICAL LITERATURE DATING BACK TO 1940, AND BIBLIOGRAPHIC ITEMS DATING BACK TO 1812. IN 2022, THE AMS PUBLISHED 21,024 PAGES OF NEW MATERIAL IN 54 NEW BOOKS. AMS JOURNALS AND OTHER PUBLICATIONS INCLUDED 30,286 PAGES OF PUBLISHED MATERIAL.

    Expenses $18,908,847 · Revenue $22,801,801

  • MEMBERSHIP AND OUTREACH ACTIVITIES, AS WELL AS PROFESSIONAL SERVICES AND PROGRAMS FOR THE MATHEMATICAL COMMUNITY, SUCH AS EMPLOYMENT SERVICES, GRANT OR ENDOWMENT SUPPORTED CONFERENCE, SURVEYS OF THE PROFESSION, ENDOWMENT SUPPORTED PRIZES, AWARDS, SCHOLARSHIPS AND FELLOWSHIPS FOR ACHIEVEMENTS IN MATHEMATICS, HIGH SCHOOL OUTREACH, PUBLIC AWARENESS, AND OTHER PROGRAMS. THE SOCIETY HAS APPROXIMATELY 25,000 INDIVIDUAL AND INSTITUTIONAL MEMBERS, WITH NO CRITERIA FOR MEMBERSHIP, WHO ARE SERVED THROUGH THE MEMBERSHIP PROGRAM. TO SUPPORT ITS MISSION, THE SOCIETY AWARDED FELLOWSHIPS, PRIZES, AND OTHER AWARDS TO APPROXIMATELY 147 INDIVIDUALS AND ORGANIZATIONS, TOTALING MORE THAN $459,000. THE SOCIETY ALSO RECEIVED FUNDING FROM INDIVIDUALS, FOUNDATIONS, AND FEDERAL GRANTS TO FUND EXPENSES FOR APPROXIMATELY 306 MATHEMATICIANS TO ENGAGE IN MATHEMATICAL RESEARCH AND COLLABORATION.

    Expenses $6,797,680 · Grants $591,241

  • MEETINGS OF THE SOCIETY INCLUDE THE ANNUAL JOINT MATHEMATICAL MEETING HELD IN JANUARY EACH YEAR. ADDITIONALLY, EIGHT TO NINE SECTIONAL MEETINGS ARE HELD IN FOUR REGIONS OF THE U.S. EACH YEAR. IN 2022, THE JOINT MATHEMATICS MEETING WAS HELD VIRTUALLY DUE TO THE PANDEMIC. APPROXIMATELY 2,658 PARTICIPANTS ATTENDED.

    Expenses $1,773,308 · Revenue $660,956

  • GOVERNMENT RELATIONS IS A DIVISION OF THE SOCIETY WHICH MAINTAINS CONTACT WITH OTHER PROFESSIONAL SCIENTIFIC ORGANIZATIONS AND GOVERNMENT AGENCIES WHOSE PURPOSE IS TO SUPPORT SCIENCE, MATHEMATICAL RESEARCH AND EDUCATION. THE OFFICE PROVIDES INFORMATION TO THE GOVERNMENT ABOUT ISSUES RELATED TO SCIENCE AND MATHEMATICAL RESEARCH AND EDUCATION, AND TO THE MATHEMATICAL COMMUNITY ABOUT THE GOVERNMENT'S EFFORTS AND INITIATIVES IN THESE AREAS.

    Expenses $807,631 · Revenue $148,601

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Professor Ruth M Charney

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Professor Douglas L Ulmer

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Professor Linda Chen

    ASSOCIATE TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Professor Judy L Walker

    CHAIR AND TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Professor Matthew Ando

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Professor Jennifer Taback

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Professor David R Morrison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Professor Joseph Silverman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Professor Boris Hasselblatt

    SECRETARY

    Total calculated
    $39,389
    From this org
    $30,542
    From related orgs
    $0
    Other
    $8,847
    Hours/week
    25

  • Catherine Roberts

    EXECUTIVE DIRECTOR

    Total calculated
    $390,237
    From this org
    $331,431
    From related orgs
    $0
    Other
    $58,806
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,563
    Bonus
    $0
    Other
    $7,868
    Deferred
    $28,975
    Nontaxable benefits
    $29,831
    Filer's total
    $390,237

  • Lucy R Maddock

    CHIEF FINANCIAL OFFICER

    Total calculated
    $271,055
    From this org
    $243,346
    From related orgs
    $0
    Other
    $27,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,490
    Bonus
    $0
    Other
    $856
    Deferred
    $22,211
    Nontaxable benefits
    $5,498
    Filer's total
    $271,055

  • Robert Harington

    ASSOCIATE EXEC DIR

    Total calculated
    $284,445
    From this org
    $255,727
    From related orgs
    $0
    Other
    $28,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,127
    Bonus
    $0
    Other
    $1,600
    Deferred
    $23,250
    Nontaxable benefits
    $5,468
    Filer's total
    $284,445

  • Edward Dunne

    EXECUTIVE EDITOR-MI

    Total calculated
    $276,726
    From this org
    $229,240
    From related orgs
    $0
    Other
    $47,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,785
    Bonus
    $0
    Other
    $2,455
    Deferred
    $21,728
    Nontaxable benefits
    $25,758
    Filer's total
    $276,726

  • Karen Saxe

    ASSOCIATE EXEC DIR

    Total calculated
    $262,511
    From this org
    $227,360
    From related orgs
    $0
    Other
    $35,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,645
    Bonus
    $0
    Other
    $2,715
    Deferred
    $20,693
    Nontaxable benefits
    $14,458
    Filer's total
    $262,511

  • Torina Lewis

    ASSOCIATE EXEC DIR

    Total calculated
    $221,546
    From this org
    $188,534
    From related orgs
    $0
    Other
    $33,012
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,530
    Bonus
    $0
    Other
    $1,004
    Deferred
    $17,605
    Nontaxable benefits
    $15,407
    Filer's total
    $221,546

  • Thomas Blythe

    CHIEF INFORMATION OFFICER

    Total calculated
    $231,727
    From this org
    $188,147
    From related orgs
    $0
    Other
    $43,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,692
    Bonus
    $0
    Other
    $2,455
    Deferred
    $17,947
    Nontaxable benefits
    $25,633
    Filer's total
    $231,727

  • Erol Ozil

    DIRECTOR, MR INFORMATION SYSTEMS

    Total calculated
    $229,140
    From this org
    $187,715
    From related orgs
    $0
    Other
    $41,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,115
    Bonus
    $0
    Other
    $1,600
    Deferred
    $25,037
    Nontaxable benefits
    $16,388
    Filer's total
    $229,140

  • Sergei Gelfand

    PUBLISHER

    Total calculated
    $216,195
    From this org
    $175,067
    From related orgs
    $0
    Other
    $41,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,774
    Bonus
    $0
    Other
    $7,293
    Deferred
    $25,037
    Nontaxable benefits
    $16,091
    Filer's total
    $216,195

  • Nicola S Poser

    DIRECTOR OF MARKETING

    Total calculated
    $169,542
    From this org
    $151,664
    From related orgs
    $0
    Other
    $17,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,968
    Bonus
    $0
    Other
    $696
    Deferred
    $13,790
    Nontaxable benefits
    $4,088
    Filer's total
    $169,542

  • Leona Harris

    DIRECTOR OF EQUITY, DIVERSITY AND INCLUSION

    Total calculated
    $156,534
    From this org
    $144,970
    From related orgs
    $0
    Other
    $11,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,535
    Bonus
    $2,000
    Other
    $435
    Deferred
    $0
    Nontaxable benefits
    $11,564
    Filer's total
    $156,534

  • Shannon Reall

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $182,833
    From this org
    $142,984
    From related orgs
    $0
    Other
    $39,849
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,269
    Bonus
    $0
    Other
    $715
    Deferred
    $13,870
    Nontaxable benefits
    $25,979
    Filer's total
    $182,833

  • Thomas H Barr

    DIRECTOR OF PROGRAMMING

    Total calculated
    $182,700
    From this org
    $142,482
    From related orgs
    $0
    Other
    $40,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,517
    Bonus
    $0
    Other
    $1,965
    Deferred
    $13,613
    Nontaxable benefits
    $26,605
    Filer's total
    $182,700

  • Dean Carlson

    ASSOCIATE EDITOR

    Total calculated
    $167,979
    From this org
    $142,355
    From related orgs
    $0
    Other
    $25,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,819
    Bonus
    $0
    Other
    $3,536
    Deferred
    $12,880
    Nontaxable benefits
    $12,744
    Filer's total
    $167,979

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7:
FOR THE INDIVIDUALS WHO HAVE BONUSES LISTED, THESE ARE MERITORIOUS BONUSES REQUESTED BY MANAGERS. THESE ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR, CFO AND DIRECTOR OF HUMAN RESOURCES.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
11 October 2023
IRS schema version
2022v5.0
Source object
202312859349300531

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