AMERICAN MATHEMATICAL SOCIETY (EIN 050264797) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

LUCY R MADDOCK

Phone

4014554000

Tax Period

2024-01-01 to 2024-12-31

AMERICAN MATHEMATICAL SOCIETY, founded in 1923, is a mid-sized nonprofit in the Science & Technology sector that reported $39.9M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $38.0M left a modest 5% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,972,141

Program Service Revenue $25,798,219

Investment Income $7,084,503

Other Revenue $0

TOTAL REVENUE $39,854,863

Expense Breakdown

Grants Paid $916,599

Salaries & Benefits $23,959,685

Fundraising Expenses $782,810

Program Expenses $32,657,986

Other Expenses $13,138,046

TOTAL EXPENSES $38,014,330

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,854,863	$43,535,301	-0.1%
Expenses	$38,014,330	$35,400,147	+0.1%
Net Income	$1,840,533	$8,135,154	-0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

251

Volunteers

638

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$613,002

Total Directors

Key Employees

$1,334,468

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYNA KRA	PRESIDENT	10.00	Officer Director	$0	$0	$0
DOUGLAS ULMER	TREASURER	2.00	Officer Director	$0	$0	$0
BORIS HASSELBLATT	SECRETARY	25.00	Officer Director	$0	$0	$0
LINDA CHEN	ASSOCIATE TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER TABACK	CHAIR	2.00	Officer Director	$0	$0	$0
JONATHAN MATTINGLY	TRUSTEE	2.00	Director	$0	$0	$0
DAVID MORRISON	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH H SILVERMAN	TRUSTEE	2.00	Director	$0	$0	$0
JUDY L WALKER	TRUSTEE	2.00	Director	$0	$0	$0
LUCY R MADDOCK	CHIEF FINANCIAL OFFICER	40.00	Officer	$355,579	$35,167	$390,746
JOHN E MEIER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$213,983	$8,273	$222,256
ROBERT M HARINGTON	CHIEF PUBLISHING OFFICER	40.00	Key Emp	$277,568	$26,833	$304,401
KAREN SAXE	SVP, GOVERNMENT RELATIONS	40.00	Key Emp	$246,111	$36,672	$282,783
EDWARD DUNNE	EXECUTIVE EDITOR, MATH REVIEWS	40.00	Key Emp	$245,036	$49,812	$294,848
EROL OZIL	DIRECTOR, MR INFORMATION SYSTEMS	40.00	Key Emp	$206,241	$36,220	$242,461
SERGEI GELFAND	SENIOR ACQUISITIONS EDITOR	40.00	Key Emp	$180,117	$29,858	$209,975
NICOLA S POSER	DIRECTOR, MARKETING & SALES	40.00	Highest	$166,316	$16,762	$183,078
DEAN CARLSON	ASSOCIATE EDITOR	40.00	Highest	$158,590	$27,502	$186,092
JEFFERY HOWLEY	DIR., IT SOFTWARE ENGINEERING	40.00	Highest	$154,824	$31,284	$186,108
KRISTEN S OSTERHOUT	CHIEF OPERATING OFFICER	40.00	Highest	$152,724	$15,598	$168,322
DOUGLAS H ALLEN	AVP, DEVELOPMENT	40.00	Highest	$151,962	$52,065	$204,027

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$39,854,863	$38,014,330	$285,510,668	$1,840,533
2023	$43,535,301	$35,400,147	$258,766,469	$8,135,154
2022	$32,815,444	$32,644,156	$222,625,287	$171,288
2021	$32,058,394	$30,780,828	$260,729,239	$1,277,566
2020	$34,464,830	$31,169,096	$232,387,981	$3,295,734
2019	$35,091,995	$32,617,407	$219,211,612	$2,474,588
2018	$35,945,937	$32,778,269	$181,214,563	$3,167,668

AMERICAN MATHEMATICAL SOCIETY