SOCIETY FOR INDUSTRIAL AND APPLIED MATHEMATICS (EIN 231496016) - 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

1952

Legal Domicile

Principal Officer

SUSAN A PALANTINO

Phone

2153829800

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR INDUSTRIAL AND APPLIED MATHEMATICS, founded in 1952, is a mid-sized nonprofit in the Science & Technology sector that reported $15.4M in total revenue in fiscal year 2023. Net assets of $46.7M represent 36 months of operating reserves.

Mission

SIAM'S MISSION IS TO ADVANCE AND RAISE AWARENESS ABOUT APPLIED MATH AND RELATED FIELDS THROUGH ITS BOOKS, JOURNALS, CONFERENCES, ONLINE RESOURCES, AND A VARIETY OF PROGRAMS AND INITIATIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $635,144

Program Service Revenue $10,835,161

Investment Income $2,914,357

Other Revenue $1,051,272

TOTAL REVENUE $15,435,934

Expense Breakdown

Grants Paid $783,001

Salaries & Benefits $8,402,355

Fundraising Expenses $448,494

Program Expenses $10,144,036

Other Expenses $5,977,155

TOTAL EXPENSES $15,162,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,435,934	$14,882,104	+0.0%
Expenses	$15,162,511	$13,907,260	+0.1%
Net Income	$273,423	$974,844	-0.7%

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

Volunteers

190

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

$730,604

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSANNE C BRENNER	PAST PRESIDENT	7.50	Officer Director	$0	$0	$0
SVEN LEYFFER	PRESIDENT	7.50	Officer Director	$0	$0	$0
GITTA KUTYNIOK	VICE PRESIDENT AT LARGE	7.50	Officer Director	$0	$0	$0
SUSAN MINKOFF	SECRETARY	7.50	Officer Director	$0	$0	$0
SAMUEL GUBINS	TREASURER	7.50	Officer Director	$0	$0	$0
KATHLEEN KAVANAGH	VICE PRESIDENT FOR EDUCATION	7.50	Officer Director	$0	$0	$0
RON BUCKMIRE	VICE PRESIDENT FOR EQUITY,DIVERSITY	7.50	Officer Director	$0	$0	$0
SHARON ARROYO	VICE PRESIDENT FOR INDUSTRY	7.50	Officer Director	$0	$0	$0
JAMES G NAGY	VICE PRESIDENT FOR PROGRAMS	7.50	Officer Director	$0	$0	$0
HOWARD ELMAN	VICE PRESIDENT FOR PUBLICATIONS	7.50	Officer Director	$0	$0	$0
ALEJANDRO ACEVES	VICE PRESIDENT FOR SCIENCE POLICY	7.50	Officer Director	$0	$0	$0
LILIANA BORCEA	TRUSTEE	1.00	Director	$0	$0	$0
RAYMOND CHAN	TRUSTEE	1.00	Director	$0	$0	$0
RICARDO CORTEZ	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS A GRANDINE	TRUSTEE	1.00	Director	$0	$0	$0
JAN HESTHAVEN	TRUSTEE	1.00	Director	$0	$0	$0
ESMONG NG	TRUSTEE	1.00	Director	$0	$0	$0
ALISON RAMAGE	TRUSTEE- CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BEATRICE RIVIERE	TRUSTEE	1.00	Director	$0	$0	$0
BONITA V SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
CHI-WANG SHU	TRUSTEE	1.00	Director	$0	$0	$0
ULRIKE YANG	TRUSTEE	1.00	Director	$0	$0	$0
SUZANNE L WEEKES	CHIEF EXECUTIVE OFFICER	36.25	Officer	$396,714	$46,790	$443,504
SUSAN A PALANTINO	CHIEF OPERATING OFFICER	36.25	Officer	$248,378	$38,722	$287,100
KIVMARS H BOWLING	DIRECTOR, PUBLICATIONS	36.25	Highest	$199,804	$34,305	$234,109
LAUREN R STEIDEL	CONTROLLER	36.25	Highest	$167,199	$21,737	$188,936
MATTHEW T POSEY	DIRECTOR, INFORMATION SERV	36.25	Highest	$163,543	$17,144	$180,687
RICHARD O MOORE	DIRECTOR, PROGRAMS AND SER	36.25	Highest	$160,149	$16,486	$176,635
MICHELLE J MONTGOMERY	DIRECTOR, PROJECTS	36.25	Highest	$137,941	$25,476	$163,417

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	No data	No data	No data	No data
2023	$15,435,934	$15,162,511	$56,575,127	$273,423
2022	$14,882,104	$13,907,260	$50,715,665	$974,844
2021	$15,208,892	$11,389,145	$62,518,550	$3,819,747
2020	$12,089,556	$10,934,876	$53,114,829	$1,154,680
2019	$15,145,905	$13,316,422	$47,866,198	$1,829,483
2018	$13,002,167	$11,925,561	$41,600,454	$1,076,606

SOCIETY FOR INDUSTRIAL AND APPLIED MATHEMATICS