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← AMERICAN MATHEMATICAL SOCIETY

Form 990 for tax year 2024

Filed by AMERICAN MATHEMATICAL SOCIETY.

Totals

Total revenue
$39,854,863
Total expenses
$38,014,330
Contributions and grants received
$6,972,141
Grants paid
$916,599
Program service revenue
$25,798,219
Investment income
$7,084,503
Other revenue
$0
Total assets, end of year
$285,510,668
Total liabilities, end of year
$23,056,822
Net assets or fund balances, end of year
$262,453,846
Program services expenses (Part IX)
$32,657,986
Management and general expenses
$4,573,534
Fundraising expenses
$782,810
Program service expenses (Part III)
$32,657,986

Program services were 85.9% 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

    $2,467,501

  • 1e · Government grants (contributions)

    $879,126

  • 1f · All other contributions, gifts and grants

    $3,625,514

  • 1g · Noncash contributions included above

    $198,010

  • 2a · Program service revenue: PUBLICATIONS

    total $23,142,222 · related or exempt $23,142,222

  • 2b · Program service revenue: MEETINGS

    total $2,041,477 · related or exempt $2,041,477

  • 2f · All other program service revenue

    total $614,520 · related or exempt $614,520

  • 3 · Investment income

    total $7,084,503 · excluded $7,084,503

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $574,192 · program services $574,192

  • 2 · Grants to domestic individuals

    total $324,407 · program services $324,407

  • 3 · Grants to foreign organizations and individuals

    total $18,000 · program services $18,000

  • 5 · Compensation of officers, directors and key employees

    total $1,947,471 · program services $1,660,754 · management and general $243,883 · fundraising $42,834

  • 7 · Other salaries and wages

    total $16,739,561 · program services $14,317,182 · management and general $2,050,812 · fundraising $371,567

  • 8 · Pension plan contributions

    total $1,450,169 · program services $1,238,962 · management and general $180,509 · fundraising $30,698

  • 9 · Other employee benefits

    total $2,503,910 · program services $1,992,716 · management and general $463,335 · fundraising $47,859

  • 10 · Payroll taxes

    total $1,318,574 · program services $1,135,557 · management and general $153,638 · fundraising $29,379

  • 11b · Fees: legal

    total $255,968 · program services $141,988 · management and general $112,556 · fundraising $1,424

  • 11c · Fees: accounting

    total $104,412 · program services $8,291 · management and general $96,121

  • 11g · Fees: other

    total $3,131,380 · program services $2,666,915 · management and general $412,527 · fundraising $51,938

  • 12 · Advertising and promotion

    total $119,181 · program services $109,353 · management and general $238 · fundraising $9,590

  • 13 · Office expenses

    total $891,518 · program services $688,111 · management and general $196,388 · fundraising $7,019

  • 14 · Information technology

    total $493,685 · program services $475,633 · management and general $18,052

  • 15 · Royalties

    total $464,037 · program services $464,037

  • 16 · Occupancy

    total $805,460 · program services $805,313 · management and general $147

  • 17 · Travel

    total $3,306,315 · program services $3,084,082 · management and general $198,689 · fundraising $23,544

  • 22 · Depreciation, depletion and amortization

    total $823,675 · program services $726,700 · management and general $96,975

  • 23 · Insurance

    total $250,483 · program services $250,483

  • 24a · Other expenses: PRINTING/PUBLICATIONS

    total $2,006,531 · program services $1,975,310 · management and general $17,304 · fundraising $13,917

  • 24b · Other expenses: UBI TAX

    total $286 · management and general $286

  • 24e · All other expenses

    total $485,115 · management and general $332,074 · fundraising $153,041

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,246,131 · end of year $3,858,722

  • 2 · Savings and temporary cash investments

    beginning of year $12,062,896 · end of year $11,654,213

  • 3 · Pledges and grants receivable

    beginning of year $163,691 · end of year $89,272

  • 4 · Accounts receivable

    beginning of year $970,482 · end of year $836,941

  • 8 · Inventories for sale or use

    beginning of year $1,047,255 · end of year $1,158,048

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,017,606 · end of year $2,621,670

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

    $18,088,427

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

    $15,220,604

  • 10c · Land, buildings and equipment, net

    beginning of year $2,906,033 · end of year $2,867,823

  • 11 · Investments: publicly traded securities

    beginning of year $232,877,482 · end of year $257,126,920

  • 14 · Intangible assets

    beginning of year $570,144 · end of year $424,971

  • 15 · Other assets

    beginning of year $3,904,749 · end of year $4,872,088

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,891,097 · end of year $4,735,694

  • 19 · Deferred revenue

    beginning of year $12,601,019 · end of year $11,445,670

  • 25 · Other liabilities

    beginning of year $6,342,569 · end of year $6,875,458

  • 27 · Net assets without donor restrictions

    beginning of year $197,289,880 · end of year $219,250,747

  • 28 · Net assets with donor restrictions

    beginning of year $37,641,904 · end of year $43,203,099

Mission and programs · 2024

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 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 2024, THE AMS PUBLISHED 25,272 PAGES OF NEW MATERIAL IN 61 NEW BOOKS. AMS JOURNALS AND OTHER PUBLICATIONS INCLUDED 35,350 PAGES OF PUBLISHED MATERIAL.

    Expenses $23,631,201 · Revenue $19,203,436

  • 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 26,200 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 212 INDIVIDUALS AND ORGANIZATIONS, TOTALING MORE THAN $781,000. THE SOCIETY ALSO RECEIVED FUNDING FROM INDIVIDUALS, FOUNDATIONS, AND FEDERAL GRANTS TO FUND EXPENSES FOR APPROXIMATELY 670 MATHEMATICIANS TO ENGAGE IN MATHEMATICAL RESEARCH AND COLLABORATION.

    Expenses $6,225,345 · Grants $916,599 · Revenue $4,687,430

  • 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 2024, THE JOINT MATHEMATICS MEETING WAS HELD IN JANUARY AND 5,214 PARTICIPANTS ATTENDED.

    Expenses $2,801,440 · Revenue $1,907,353

  • 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 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bryna Kra

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Douglas Ulmer

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Boris Hasselblatt

    SECRETARY

    Total calculated
    $0
    Hours/week
    25
  • Linda Chen

    ASSOCIATE TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Taback

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Jonathan Mattingly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • David Morrison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Joseph H Silverman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Judy L Walker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Lucy R Maddock

    CHIEF FINANCIAL OFFICER

    Total calculated
    $390,746
    From this org
    $355,579
    From related orgs
    $0
    Other
    $35,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,948
    Bonus
    $0
    Other
    $1,631
    Deferred
    $32,775
    Nontaxable benefits
    $2,392
    Filer's total
    $390,746
  • John E Meier

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $222,256
    From this org
    $213,983
    From related orgs
    $0
    Other
    $8,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,183
    Bonus
    $0
    Other
    $800
    Deferred
    $0
    Nontaxable benefits
    $8,273
    Filer's total
    $222,256
  • Robert M Harington

    CHIEF PUBLISHING OFFICER

    Total calculated
    $304,401
    From this org
    $277,568
    From related orgs
    $0
    Other
    $26,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,113
    Bonus
    $0
    Other
    $2,455
    Deferred
    $26,105
    Nontaxable benefits
    $728
    Filer's total
    $304,401
  • Karen Saxe

    SVP, GOVERNMENT RELATIONS

    Total calculated
    $282,783
    From this org
    $246,111
    From related orgs
    $0
    Other
    $36,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,656
    Bonus
    $0
    Other
    $2,455
    Deferred
    $23,331
    Nontaxable benefits
    $13,341
    Filer's total
    $282,783
  • Edward Dunne

    EXECUTIVE EDITOR, MATH REVIEWS

    Total calculated
    $294,848
    From this org
    $245,036
    From related orgs
    $0
    Other
    $49,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,311
    Bonus
    $0
    Other
    $4,725
    Deferred
    $24,064
    Nontaxable benefits
    $25,748
    Filer's total
    $294,848
  • Erol Ozil

    DIRECTOR, MR INFORMATION SYSTEMS

    Total calculated
    $242,461
    From this org
    $206,241
    From related orgs
    $0
    Other
    $36,220
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,641
    Bonus
    $0
    Other
    $1,600
    Deferred
    $19,599
    Nontaxable benefits
    $16,621
    Filer's total
    $242,461
  • Sergei Gelfand

    SENIOR ACQUISITIONS EDITOR

    Total calculated
    $209,975
    From this org
    $180,117
    From related orgs
    $0
    Other
    $29,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,758
    Bonus
    $0
    Other
    $7,359
    Deferred
    $16,805
    Nontaxable benefits
    $13,053
    Filer's total
    $209,975
  • Nicola S Poser

    DIRECTOR, MARKETING & SALES

    Total calculated
    $183,078
    From this org
    $166,316
    From related orgs
    $0
    Other
    $16,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,866
    Bonus
    $0
    Other
    $1,450
    Deferred
    $15,662
    Nontaxable benefits
    $1,100
    Filer's total
    $183,078
  • Dean Carlson

    ASSOCIATE EDITOR

    Total calculated
    $186,092
    From this org
    $158,590
    From related orgs
    $0
    Other
    $27,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,627
    Bonus
    $0
    Other
    $3,963
    Deferred
    $14,730
    Nontaxable benefits
    $12,772
    Filer's total
    $186,092
  • Jeffery Howley

    DIR., IT SOFTWARE ENGINEERING

    Total calculated
    $186,108
    From this org
    $154,824
    From related orgs
    $0
    Other
    $31,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,503
    Bonus
    $0
    Other
    $321
    Deferred
    $15,101
    Nontaxable benefits
    $16,183
    Filer's total
    $186,108
  • Kristen S Osterhout

    CHIEF OPERATING OFFICER

    Total calculated
    $168,322
    From this org
    $152,724
    From related orgs
    $0
    Other
    $15,598
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,265
    Bonus
    $0
    Other
    $459
    Deferred
    $14,465
    Nontaxable benefits
    $1,133
    Filer's total
    $168,322
  • Douglas H Allen

    AVP, DEVELOPMENT

    Total calculated
    $204,027
    From this org
    $151,962
    From related orgs
    $0
    Other
    $52,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,512
    Bonus
    $0
    Other
    $1,450
    Deferred
    $15,711
    Nontaxable benefits
    $36,354
    Filer's total
    $204,027

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

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
2024
Filed
14 October 2025
IRS schema version
2024v5.2
Source object
202502889349303155

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