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← AMERICAN MATHEMATICAL SOCIETY

Form 990 for tax year 2023

Filed by AMERICAN MATHEMATICAL SOCIETY.

Totals

Total revenue
$43,535,301
Total expenses
$35,400,147
Contributions and grants received
$13,214,410
Grants paid
$864,121
Program service revenue
$24,810,901
Investment income
$5,509,990
Other revenue
$0
Total assets, end of year
$258,766,469
Total liabilities, end of year
$23,834,685
Net assets or fund balances, end of year
$234,931,784
Program services expenses (Part IX)
$30,616,069
Management and general expenses
$4,146,135
Fundraising expenses
$637,943
Program service expenses (Part III)
$30,616,069

Program services were 86.5% 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

    $2,437,191

  • 1e · Government grants (contributions)

    $3,697,764

  • 1f · All other contributions, gifts and grants

    $7,079,455

  • 1g · Noncash contributions included above

    $162,278

  • 2a · Program service revenue: PUBLICATIONS

    total $22,866,543 · related or exempt $22,866,543

  • 2b · Program service revenue: MEETINGS

    total $1,641,325 · related or exempt $1,641,325

  • 2f · All other program service revenue

    total $303,033 · related or exempt $303,033

  • 3 · Investment income

    total $5,509,990 · excluded $5,509,990

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $619,248 · program services $619,248

  • 2 · Grants to domestic individuals

    total $217,874 · program services $217,874

  • 3 · Grants to foreign organizations and individuals

    total $26,999 · program services $26,999

  • 5 · Compensation of officers, directors and key employees

    total $2,492,174 · program services $2,153,632 · management and general $292,223 · fundraising $46,319

  • 7 · Other salaries and wages

    total $15,661,652 · program services $13,541,380 · management and general $1,831,347 · fundraising $288,925

  • 8 · Pension plan contributions

    total $1,278,892 · program services $1,095,524 · management and general $159,088 · fundraising $24,280

  • 9 · Other employee benefits

    total $2,171,583 · program services $1,884,618 · management and general $243,305 · fundraising $43,660

  • 10 · Payroll taxes

    total $1,262,382 · program services $1,101,510 · management and general $136,797 · fundraising $24,075

  • 11b · Fees: legal

    total $623,925 · program services $343,952 · management and general $279,973

  • 11c · Fees: accounting

    total $383,139 · management and general $383,139

  • 11g · Fees: other

    total $2,515,395 · program services $2,207,965 · management and general $243,901 · fundraising $63,529

  • 12 · Advertising and promotion

    total $135,926 · program services $119,303 · management and general $1,661 · fundraising $14,962

  • 13 · Office expenses

    total $705,575 · program services $625,574 · management and general $77,548 · fundraising $2,453

  • 14 · Information technology

    total $644,146 · program services $595,475 · management and general $48,671

  • 15 · Royalties

    total $257,486 · program services $257,486

  • 16 · Occupancy

    total $700,493 · program services $649,562 · management and general $50,931

  • 17 · Travel

    total $2,692,295 · program services $2,512,016 · management and general $162,181 · fundraising $18,098

  • 22 · Depreciation, depletion and amortization

    total $824,028 · program services $632,553 · management and general $191,475

  • 23 · Insurance

    total $248,434 · program services $217,635 · management and general $30,799

  • 24a · Other expenses: PRINTING/PUBLICATIONS

    total $1,673,743 · program services $1,648,191 · management and general $10,673 · fundraising $14,879

  • 24b · Other expenses: UBI TAX

    total $2,423 · management and general $2,423

  • 24e · All other expenses

    total $262,335 · program services $165,572 · fundraising $96,763

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,532,317 · end of year $2,246,131

  • 2 · Savings and temporary cash investments

    beginning of year $10,262,721 · end of year $12,062,896

  • 3 · Pledges and grants receivable

    beginning of year $143,165 · end of year $163,691

  • 4 · Accounts receivable

    beginning of year $625,368 · end of year $970,482

  • 8 · Inventories for sale or use

    beginning of year $1,146,189 · end of year $1,047,255

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,509,658 · end of year $2,017,606

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

    $17,448,135

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

    $14,542,102

  • 10c · Land, buildings and equipment, net

    beginning of year $2,940,565 · end of year $2,906,033

  • 11 · Investments: publicly traded securities

    beginning of year $199,417,880 · end of year $232,877,482

  • 14 · Intangible assets

    beginning of year $715,318 · end of year $570,144

  • 15 · Other assets

    beginning of year $1,332,106 · end of year $3,904,749

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,314,184 · end of year $4,891,097

  • 19 · Deferred revenue

    beginning of year $11,766,586 · end of year $12,601,019

  • 25 · Other liabilities

    beginning of year $6,412,210 · end of year $6,342,569

  • 27 · Net assets without donor restrictions

    beginning of year $169,791,408 · end of year $197,289,880

  • 28 · Net assets with donor restrictions

    beginning of year $29,340,899 · end of year $37,641,904

Mission and programs · 2023

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 2023, THE AMS PUBLISHED 17,220 PAGES OF NEW MATERIAL IN 52 NEW BOOKS. AMS JOURNALS AND OTHER PUBLICATIONS INCLUDED 33,114 PAGES OF PUBLISHED MATERIAL.

    Expenses $22,571,565 · Revenue $21,467,358

  • 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 26,500 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 168 INDIVIDUALS AND ORGANIZATIONS, TOTALING MORE THAN $719,000. THE SOCIETY ALSO RECEIVED FUNDING FROM INDIVIDUALS, FOUNDATIONS, AND FEDERAL GRANTS TO FUND EXPENSES FOR APPROXIMATELY 691 MATHEMATICIANS TO ENGAGE IN MATHEMATICAL RESEARCH AND COLLABORATION.

    Expenses $6,251,923 · Grants $864,121 · Revenue $1,841,316

  • 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 2023, THE JOINT MATHEMATICS MEETING WAS HELD IN JANUARY AND 4,662 PARTICIPANTS ATTENDED.

    Expenses $1,792,581 · Revenue $1,502,227

  • 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.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PROFESSOR BRYNA KRA

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • PROFESSOR DOUGLAS L ULMER

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • PROFESSOR BORIS HASSELBLATT

    SECRETARY

    Total calculated
    $0
    Hours/week
    25

  • PROFESSOR LINDA CHEN

    ASSOCIATE TREASURER

    Total calculated
    $0
    Hours/week
    2

  • PROFESSOR RUTH M CHARNEY

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • PROFESSOR JOSEPH SILVERMAN

    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 JUDY L WALKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CATHERINE ROBERTS

    EXECUTIVE DIRECTOR

    Total calculated
    $406,624
    From this org
    $351,455
    From related orgs
    $0
    Other
    $55,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,799
    Bonus
    $50,000
    Other
    $63,656
    Deferred
    $29,363
    Nontaxable benefits
    $25,806
    Filer's total
    $406,624

  • LUCY R MADDOCK

    CHIEF FINANCIAL OFFICER

    Total calculated
    $341,029
    From this org
    $310,200
    From related orgs
    $0
    Other
    $30,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $308,575
    Bonus
    $0
    Other
    $1,625
    Deferred
    $29,351
    Nontaxable benefits
    $1,478
    Filer's total
    $341,029

  • ROBERT HARINGTON

    CHIEF PUBLISHING OFFICER

    Total calculated
    $298,129
    From this org
    $272,521
    From related orgs
    $0
    Other
    $25,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,796
    Bonus
    $0
    Other
    $4,725
    Deferred
    $25,215
    Nontaxable benefits
    $393
    Filer's total
    $298,129

  • EDWARD DUNNE

    EXECUTIVE EDITOR, MATH REVIEWS

    Total calculated
    $293,334
    From this org
    $237,177
    From related orgs
    $0
    Other
    $56,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,722
    Bonus
    $0
    Other
    $2,455
    Deferred
    $23,301
    Nontaxable benefits
    $32,856
    Filer's total
    $293,334

  • KAREN SAXE

    SVP, GOVERNMENT RELATIONS

    Total calculated
    $269,461
    From this org
    $234,417
    From related orgs
    $0
    Other
    $35,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,417
    Bonus
    $0
    Other
    $0
    Deferred
    $22,441
    Nontaxable benefits
    $12,603
    Filer's total
    $269,461

  • THOMAS BLYTHE

    CHIEF INFORMATION OFFICER

    Total calculated
    $251,920
    From this org
    $205,413
    From related orgs
    $0
    Other
    $46,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,813
    Bonus
    $0
    Other
    $1,600
    Deferred
    $19,286
    Nontaxable benefits
    $27,221
    Filer's total
    $251,920

  • EROL OZIL

    DIRECTOR, MR INFORMATION SYSTEMS

    Total calculated
    $227,976
    From this org
    $193,888
    From related orgs
    $0
    Other
    $34,088
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,274
    Bonus
    $0
    Other
    $7,614
    Deferred
    $18,750
    Nontaxable benefits
    $15,338
    Filer's total
    $227,976

  • SERGEI GELFAND

    PUBLISHER

    Total calculated
    $220,396
    From this org
    $190,085
    From related orgs
    $0
    Other
    $30,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,083
    Bonus
    $0
    Other
    $16,002
    Deferred
    $16,989
    Nontaxable benefits
    $13,322
    Filer's total
    $220,396

  • TORINA LEWIS

    ASSOCIATE EXECUTIVE DIRECTOR

    Total calculated
    $183,307
    From this org
    $153,887
    From related orgs
    $0
    Other
    $29,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,070
    Bonus
    $0
    Other
    $817
    Deferred
    $16,557
    Nontaxable benefits
    $12,863
    Filer's total
    $183,307

  • LEONA HARRIS

    DIR. OF EQUITY,DIVERSITY & INCLUSION

    Total calculated
    $202,373
    From this org
    $169,730
    From related orgs
    $0
    Other
    $32,643
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,930
    Bonus
    $800
    Other
    $0
    Deferred
    $15,168
    Nontaxable benefits
    $17,475
    Filer's total
    $202,373

  • NICOLA S POSER

    DIRECTOR, MARKETING & SALES

    Total calculated
    $172,298
    From this org
    $157,251
    From related orgs
    $0
    Other
    $15,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,738
    Bonus
    $0
    Other
    $513
    Deferred
    $15,047
    Nontaxable benefits
    $0
    Filer's total
    $172,298

  • SHANNON REALL

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $212,352
    From this org
    $161,771
    From related orgs
    $0
    Other
    $50,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,961
    Bonus
    $0
    Other
    $3,810
    Deferred
    $15,907
    Nontaxable benefits
    $34,674
    Filer's total
    $212,352

  • DEAN CARLSON

    ASSOCIATE EDITOR

    Total calculated
    $170,098
    From this org
    $142,902
    From related orgs
    $0
    Other
    $27,196
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,550
    Bonus
    $0
    Other
    $1,352
    Deferred
    $14,232
    Nontaxable benefits
    $12,964
    Filer's total
    $170,098

  • DOUGLAS ALLEN

    AVP, DEVELOPMENT

    Total calculated
    $203,119
    From this org
    $154,029
    From related orgs
    $0
    Other
    $49,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,029
    Bonus
    $0
    Other
    $0
    Deferred
    $14,822
    Nontaxable benefits
    $34,268
    Filer's total
    $203,119

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
8 October 2024
IRS schema version
2023v5.1
Source object
202402829349302310

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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