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 KraBRYNA KRA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Douglas UlmerDOUGLAS ULMER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Boris HasselblattBORIS HASSELBLATT
SECRETARY
- Total calculated
- $0
- Hours/week
- 25
-
Linda ChenLINDA CHEN
ASSOCIATE TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer TabackJENNIFER TABACK
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jonathan MattinglyJONATHAN MATTINGLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David MorrisonDAVID MORRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joseph H SilvermanJOSEPH H SILVERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Judy L WalkerJUDY L WALKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lucy R MaddockLUCY 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 MeierJOHN 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 HaringtonROBERT 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 SaxeKAREN 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 DunneEDWARD 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 OzilEROL 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 GelfandSERGEI 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 PoserNICOLA 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 CarlsonDEAN 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 HowleyJEFFERY 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 OsterhoutKRISTEN 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 AllenDOUGLAS 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
-
BIRMAN FELLOWSHIP
-
$50,000
CLAYTOR-GILMER FELLOWSHIP
-
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
$25,000
BERGMAN FELLOWSHIP
-
$22,000
EPSILON FUND - ANNUAL SUPPORT
-
$15,000
EPSILON FUND - ANNUAL SUPPORT
-
$15,000
EPSILON FUND - ANNUAL SUPPORT
-
MASS MEDIA FELLOWSHIP
-
$12,000
EPSILON FUND - ANNUAL SUPPORT
-
COLORADO STATE UNIVERSITY
$10,000
EPSILON FUND - ANNUAL SUPPORT
-
GRADUATE STUDENT CHAPTER
$10,000
EPSILON FUND - ANNUAL SUPPORT
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.
-
501(C)(3) · INACTIVE · MI · controlled entity
Directly controlled by AMERICAN MATHEMATICAL SOCIETY
-
INTERNATIONAL CONGRESS OF MATHEMATICIANS CO AMS
501(C)(3) · INACTIVE · RI · controlled entity
Directly controlled by AMERICAN MATHEMATICAL SOCIETY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202502889349303155
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.