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← INSTITUTE OF MATHEMATICAL STATISTICS

Form 990 for tax year 2022

Filed by INSTITUTE OF MATHEMATICAL STATISTICS.

Totals

Total revenue
$2,546,102
Total expenses
$2,261,742
Contributions and grants received
$9,514
Grants paid
$70,218
Program service revenue
$2,251,672
Investment income
$236,562
Other revenue
$48,354
Total assets, end of year
$12,745,644
Total liabilities, end of year
$1,857,994
Net assets or fund balances, end of year
$10,887,650
Program services expenses (Part IX)
$2,084,324
Management and general expenses
$177,418
Fundraising expenses
$0
Program service expenses (Part III)
$2,084,324

Program services were 92.2% 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.

  • 1f · All other contributions, gifts and grants

    $9,514

  • 2a · Program service revenue: NON-MEM. SUBSCRIPTIONS

    total $1,590,046 · related or exempt $1,590,046

  • 2b · Program service revenue: MANAGED MEETINGS

    total $282,208 · related or exempt $282,208

  • 2c · Program service revenue: MEM. DUES & JOURNAL SU

    total $164,462 · related or exempt $164,462

  • 2d · Program service revenue: OFFPRINTS, ROYALTIES,

    total $137,281 · related or exempt $137,281

  • 2e · Program service revenue: PUBLICATION CHARGES

    total $60,460 · related or exempt $60,460

  • 2f · All other program service revenue

    total $17,215 · related or exempt $17,215

  • 3 · Investment income

    total $236,562 · excluded $236,562

  • 11a · Other revenue: ADVERTISING

    total $48,354 · unrelated business $48,354

  • 11e · Other revenue, total

    $48,354

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $70,218 · program services $70,218

  • 5 · Compensation of officers, directors and key employees

    total $191,984 · program services $95,992 · management and general $95,992

  • 10 · Payroll taxes

    total $14,104 · program services $7,052 · management and general $7,052

  • 11a · Fees: management

    total $93,760 · program services $46,880 · management and general $46,880

  • 11c · Fees: accounting

    total $16,269 · management and general $16,269

  • 11g · Fees: other

    total $10,340 · program services $10,340

  • 13 · Office expenses

    total $11,321 · program services $9,174 · management and general $2,147

  • 14 · Information technology

    total $6,299 · program services $5,046 · management and general $1,253

  • 16 · Occupancy

    total $3,600 · program services $1,800 · management and general $1,800

  • 19 · Conferences, conventions and meetings

    total $278,064 · program services $278,064

  • 23 · Insurance

    total $20,082 · program services $14,057 · management and general $6,025

  • 24a · Other expenses: PRODUCTION EXPENSES

    total $1,102,388 · program services $1,102,388

  • 24b · Other expenses: EDITORIAL EXPENSES

    total $298,304 · program services $298,304

  • 24c · Other expenses: SUPPORTED JOURNAL ROYAL

    total $82,187 · program services $82,187

  • 24d · Other expenses: MAILING AND SHIPPING AT

    total $51,451 · program services $51,451

  • 24e · All other expenses

    total $11,371 · program services $11,371

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $79,847 · end of year $169,722

  • 2 · Savings and temporary cash investments

    beginning of year $1,811,644 · end of year $1,790,471

  • 4 · Accounts receivable

    beginning of year $184,893 · end of year $194,779

  • 9 · Prepaid expenses and deferred charges

    beginning of year $56,317 · end of year $66,694

  • 11 · Investments: publicly traded securities

    beginning of year $11,598,654 · end of year $9,777,613

  • 15 · Other assets

    beginning of year $930,780 · end of year $746,365

  • 17 · Accounts payable and accrued expenses

    beginning of year $36,242 · end of year $181,929

  • 19 · Deferred revenue

    beginning of year $1,355,546 · end of year $1,416,114

  • 21 · Escrow or custodial account liability

    beginning of year $331,875 · end of year $259,951

  • 27 · Net assets without donor restrictions

    beginning of year $12,294,715 · end of year $10,359,072

  • 28 · Net assets with donor restrictions

    beginning of year $643,757 · end of year $528,578

Mission and programs · 2022

Mission

THE INSTITUTE OF MATHEMATICAL STATISTICS IS AN INTERNATIONAL PROFESSIONAL SOCIETY DEVOTED TO THE DEVELOPMENT AND DISSEMINATION OF THE THEORY AND APPLICATION OF STATISTICS AND PROBABILITY. ITS ACTIVITIES INCLUDE (CONTINUED ON SCHEDULE O)SPONSORSHIP OF JOURNALS AND OTHER SCIENTIFIC PUBLICATIONS, ORGANIZATION OF SCIENTIFIC MEETINGS AND COOPERATION WITH OTHER SCIENTIFIC ORGANIZATIONS.

Activities or mission (Part I)

THE INSTITUTE OF MATHEMATICAL STATISTICS IS AN INTERNATIONAL (CONTINUED ON SCHEDULE O)PROFESSIONAL SOCIETY DEVOTED TO THE DEVELOPMENT AND DISSEMINATION OF THE THEORY AND APPLICATION OF STATISTICS AND PROBABILITY. ITS ACTIVITIES INCLUDE SPONSORSHIP OF JOURNALS AND OTHER SCIENTIFIC PUBLICATIONS, ORGANIZATION OF SCIENTIFIC MEETINGS AND COOPERATION WITH OTHER SCIENTIFIC ORGANIZATIONS.

  • PUBLICATION, EDITORIAL AND SHIPPING FOR ALL PUBLICATIONS. THE SCIENTIFIC JOURNALS ARE THE ANNALS OF APPLIED PROBABILITY, THE ANNALS OF APPLIED STATISTICS, THE ANNALS OF PROBABILITY, THE ANNALS OF STATISTICS, AND STATISTICAL SCIENCE. THE IMS BULLETIN IS THE NEWS ORGAN OF THE INSTITUTE. JOINTLY WITH OTHER ORGANIZATIONS, THE INSTITUTE PUBLISHES THE ELECTRONIC JOURNAL OF PROBABILITY, ELECTRONIC COMMUNICATIONS IN PROBABILITY, ELECTRONIC JOURNAL OF STATISTICS, JOURNAL OF COMPUTATIONAL AND GRAPHICAL STATISTICS, PROBABILITY SURVEYS, AND STATISTICS SURVEYS. ON BEHALF OF OTHER ORGANIZATIONS, THE INSTITUTE PRODUCES BAYESIAN ANALYSIS, BERNOULLI, BERNOULLI NEWS, BRAZILIAN JOURNAL OF PROBABILITY AND STATISTICS, AND ANNALES DE L'INSTITUT HENRI POINCARE (B) PROBABILITES ET STATISTIQUES.

    Expenses $1,802,041 · Revenue $1,952,249

  • THE IMS SPONSORS AND CO-SPONSORS SEVERAL MEETINGS INCLUDING: THE JOINT STATISTICAL MEETINGS, THE IMS ANNUAL MEETING, ENAR/IMS MEETING, WNAR/IMS MEETING, STOCHASTIC PROCESSES AND THEIR APPLICATIONS, IMS CHINA ANNUAL MEETING, THE IMS ASIA-PACIFIC RIM MEETING AND MCMSKI.

    Expenses $278,064 · Grants $70,218 · Revenue $294,408

  • THE INSTITUTE PUBLISHES SEVERAL BOOK SERIES INCLUDING, THE IMS LECTURE NOTES - MONOGRAPH SERIES AND IMS COLLECTIONS, IMS MONOGRAPHS, IMS TEXTBOOKS, AND NSF-CBMS REGIONAL CONFERENCE SERIES IN PROBABILITY AND STATISTICS. CURRENTLY THE IMS HAS A TOTAL OF 85 BOOKS AMONG THESE SERIES.

    Expenses $4,219 · Revenue $5,015

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

Listed in Part VII

  • Siva Athreya

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Rina Foygel Barber

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Peter Buehlmann

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Krzystof Burdzy

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Tony Cai

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Radu Craiu

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Richard A Davis

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Aurore Delaigle

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Christophe Garban

    AOP EDITOR

    Total calculated
    $0
    Hours/week
    5
  • Alice Guionnet

    AOP EDITOR

    Total calculated
    $0
    Hours/week
    5
  • Jiashun Jin

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Robert Keener

    MANAGING EDITOR

    Total calculated
    $0
    Hours/week
    1
  • Davar Khoshnevisan

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Michael Kosorok

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    5
  • Samuel Kou

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Enno Mammen

    AOS EDITOR

    Total calculated
    $0
    Hours/week
    5
  • Edsel Pena

    EXECUTIVE SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Sonia Petrone

    STS EXECUTIVE EDITOR

    Total calculated
    $0
    Hours/week
    5
  • Annie Qu

    PROGRAM SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Kavita Ramanan

    AAP EDITOR

    Total calculated
    $0
    Hours/week
    5
  • Judith Rousseau

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Qi-Man Shao

    AAP EDITOR

    Total calculated
    $0
    Hours/week
    1
  • Dylan Small

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ryan Tibshirant

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Martin Wainwright

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lan Wang

    AOS EDITOR

    Total calculated
    $0
    Hours/week
    5
  • Daniela Witten

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Fang Yao

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Harrison Zhou

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ji Zhu

    AOAS EDITOR

    Total calculated
    $0
    Hours/week
    5
  • Elyse Gustafson

    EXECUTIVE DIRECTOR

    Total calculated
    $191,984
    From this org
    $163,655
    From related orgs
    $0
    Other
    $28,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,655
    Bonus
    $0
    Other
    $0
    Deferred
    $16,256
    Nontaxable benefits
    $12,073
    Filer's total
    $191,984

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

None.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303199349315355

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