2025-08-26T12:39:27-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 811658523 AMERICAN NUCLEAR SOCIETY INCORPORATED AMER 7083526611 1111 PASQUINELLI DR STE 350 WESTMONT IL 60559 JULIE EZOLD TREASURER 7083526611 2025-08-21 1 1 FRANK SMITH P00639053 2022274000 2025-08-21 2024 2025-03-06 01:10:19Z CRAIG H PERCY 1111 PASQUINELLI DR STE 350 WESTMONT IL 60559 21273498 0 X WWW.ANS.ORG X 2016 IL TO EMPOWER A STRONG, CONNECTED, AND ENGAGED PROFESSIONAL COMMUNITY THAT CULTIVATES NUCLEAR SCIENCE AND TECHNOLOGY FOR THE BENEFIT OF HUMANITY. 20 20 44 500 1358568 26014 3287954 3066736 7372425 9478125 1511448 1199336 1283261 9077 13455088 13753274 460026 455339 0 0 5089384 5059573 0 0 430294 7664555 9063120 13213965 14578032 241123 -824758 27740826 28113706 5838343 6010318 21902483 22103388 X ANS PROVIDES ITS MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, SERVES THE NUCLEAR COMMUNITY BY CREATING FORUMS FOR SHARING INFORMATION AND ADVANCEMENTS IN TECHNOLOGY, AND ENGAGES THE PUBLIC AND POLICY MAKERS THROUGH COMMUNICATION OUTREACH. 0 0 5826118 5019934 MEETINGS AND NATIONAL CONVENTIONS: EXPENSES INCURRED FOR TWO NATIONAL MEETINGS AND 7 TOPICAL MEETINGS WITH SCIENTIFIC AND EDUCATION PRESENTATIONS. APPROXIMATELY 5,540 PROFESSIONALS, SCIENTISTS, ENGINEERS, STUDENTS AND GUESTS ATTENDED OUR MEETINGS IN 2024. 2606419 664623 MEMBER SERVICES: EXPENSES INCURRED FOR SUPPORT SERVICE PROJECTS, MEMBER SERVICES, MEMBER AND SUBSCRIPTION PROMOTIONS, HONORS AND AWARDS, SCHOLARSHIPS, OFFICER SUPPORT AND SPECIAL PROJECTS TO PROMOTE NUCLEAR SCIENCE. 2523876 3300834 PUBLICATIONS: EXPENSES INCURRED FOR 4 RECURRING SCIENTIFIC JOURNALS, 2 MAGAZINES PROVIDED TO MEMBERS AND COMMERCIALLY, BOOKS, NEWSLETTERS, MEETING PROCEEDINGS, SPECIAL REPORTS TO ENHANCE AND PROMOTE NUCLEAR SCIENCE. 1012777 371039 CENTER FOR NUCLEAR SCIENCE AND TECHNOLOGY INFORMATION; LED BY STAFF AND THE SOCIETY'S MEMBER VOLUNTEERS, CENTER PROGRAMS INCREASE UNDERSTANDING OF THE BASIC SCIENCE OF THE ATOMIC NUCLEUS. PROGRAMS FOCUS ON THE PRINCIPLES OF NUCLEAR SCIENCE AND TECHNOLOGY AND HOW ITS APPLICATION IMPROVES THE HUMAN CONDITION. PROGRAMS ENGAGE THE PUBLIC, K-12 STUDENTS AND EDUCATORS, THE MEDIA, AND POLICYMAKERS AND THEIR STAFF. 322155 84300 492734 STANDARDS 1334932 455339 492734 12291345 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 98 0 1 44 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X STACI B LEVY 7083526611 1111 PASQUINELLI DR STE 350 WESTMONT IL 60559 LISA MARSHALL PRESIDENT 10.00 X X 0 0 0 HM HASHEMIAN VP/PRESIDENT-ELECT (AS OF 06/2024) 10.00 X X 0 0 0 HARSH S DESAI TREASURER 10.00 X X 0 0 0 KENNETH S PETERSON IMMED. PAST PRES. (AS OF 6/2024) 10.00 X X 0 0 0 KELSEY AMUNDSON BOARD MEMBER 2.00 X 0 0 0 JAMIE BAALIS COBLE BOARD MEMBER 2.00 X 0 0 0 SHAHEEN AZIM DEWJI BOARD MEMBER 2.00 X 0 0 0 CARLOS JOSE GHO BOARD MEMBER 2.00 X 0 0 0 HAN GYU JOO BOARD MEMBER 2.00 X 0 0 0 CHRISTINA LEGGETT BOARD MEMBER 2.00 X 0 0 0 MARK TODD PETERS BOARD MEMBER 2.00 X 0 0 0 DANIEL P STOUT BOARD MEMBER 2.00 X 0 0 0 TEMITOPE TAIWO BOARD MEMBER 2.00 X 0 0 0 LEIGH WINFREY BOARD MEMBER 2.00 X 0 0 0 KATY WORRELL BOARD MEMBER 2.00 X 0 0 0 GALE E HAUCK BOARD MEMBER (AS OF 06/2024) 2.00 X 0 0 0 J WESLEY HINES BOARD MEMBER (AS OF 06/2024) 2.00 X 0 0 0 MONICA C REGALBUTO BOARD MEMBER (AS OF 06/2024) 2.00 X 0 0 0 MATTHEW D WARGON BOARD MEMBER (AS OF 06/2024) 2.00 X 0 0 0 BRADLEY J ADAMS BOARD MEMBER 2.00 X 0 0 0 STEVEN A ARNDT IMMED. PAST PRESIDENT (TO 6/2024) 10.00 X X 0 0 0 JULIE G EZOLD BOARD MEMBER (TO 6/2024) 2.00 X 0 0 0 JESS C GEHIN BOARD MEMBER (TO 6/2024) 2.00 X 0 0 0 CATHERINE M PRAT BOARD MEMBER (TO 6/2024) 2.00 X 0 0 0 JESSIKA V ROJAS BOARD MEMBER (TO 6/2024) 2.00 X 0 0 0 CRAIG H PIERCY EXECUTIVE DIRECTOR/CEO 40.00 X 568376 0 66225 PAULA A CAPPELLETTI COO/DIR, MEETINGS 40.00 X 170935 0 41566 STACI B LEVY CHIEF FINANCIAL OFFICER 40.00 X 163527 0 62750 DARYL RIZZO DIRECTOR OF DEVELOPMENT 40.00 X 153840 0 50709 ANDREW SMITH DIRECTOR OF COMMUNICATIONS 40.00 X 132877 0 18378 DANIEL GOLDBERG DIRECTOR OF PROGRAMS 40.00 X 135027 0 22488 JEFFERY MOSSES DIRECTOR OF SALES 40.00 X 133972 0 41855 JOHN FABIAN DIRECTOR OF PUBLICATONS 40.00 X 118342 0 42114 1576896 0 346085 11 0 1 0 ALCHERYTHM EVENTS LLC 1523 SUITE A 14TH AVENUE N NASHVILLE TN 37208 AUDIO / VISUAL SERVICES 421837 ST CROIX PRESS 1185 S KNOWLES AVE NEW RICHMOND WI 54017 PUBLISHING SERVICES 276896 CONGRESSIONAL ENERGY ENGAGEMENT 7383 CLAUDES CREEK DRIVE OOLTEWAH TN 37363 LEADERSHIP PROGRAMMING 160457 SMITH BUCKLIN 330 NORTH WABASH AVE SUITE 2000 CHICAGO IL 60611 CONSULTING SERVICES 154650 AAVEX TECHNOLOGY CORP 42W588 STILL MEADOWS LN ELBURN IL 60119 IT SUPPORT SERVICES 148798 7 443737 2622999 3066736 MEETINGS 900099 5019934 5019934 PUBLICATIONS 513120 3300834 1942266 1358568 MEMBER SERVICES 900099 664623 664623 STANDARDS 513190 492734 492734 9478125 672877 672877 8045633 1050 7520224 0 525409 1050 526459 526459 OTHER REVENUE 900099 9077 9077 9077 13753274 8128634 1358568 1199336 23500 23500 426039 426039 5800 5800 1073379 797199 204694 71486 2828541 2083126 552489 192926 311376 229427 60738 21211 583713 430320 113692 39701 262564 193765 50992 17807 61516 345 61171 69024 50938 13405 4681 103012 103012 1414824 1346059 60091 8674 110572 110572 134870 103629 28280 2961 267408 197750 56229 13429 114938 84821 22322 7795 417231 343182 61030 13019 4593483 4581044 12240 199 280202 207054 54216 18932 92955 68598 18053 6304 UBI TAXES 40000 40000 POSTING & PRINTING 431485 411648 19828 9 BAD DEBTS 431125 104719 326406 CREDIT CARD FEES 233711 233065 386 260 266764 218745 37119 10900 14578032 12291345 1856393 430294 348543 396574 18788 172497 947175 679137 811981 759212 1259658 346534 43965 913124 24794163 24478262 776211 714900 27740826 28113706 1599156 1294989 1297237 1622459 2941950 3092870 5838343 6010318 X 15816552 15643000 6085931 6460388 21902483 22103388 27740826 28113706 X -824758 1003128 22535 X X 0 1 X 1 0 X 1560931 2646825 3735059 3287954 3066736 14297505 3401374 4471912 6851948 7306728 8119557 30151519 4962305 7118737 10587007 10594682 11186293 44449024 2054370 500393 442815 2997578 943286 922744 797360 786426 780286 4230102 943286 922744 2851730 1286819 1223101 7227680 37221344 686357 577567 531510 656210 672877 3124521 686357 577567 531510 656210 672877 3124521 371551 1348958 1353105 3073614 22700 29327 23920 7585 9077 92609 5671362 7725631 11513988 12607435 13221352 50739768 0.73360 0.70520 0.06160 0.20170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4268 4268 13903452 13907720 845386 211347 0 0 783156 845386 1628542 2442813 6356 4268 10624 195789 211347 407136 610704 0 6849006 97646 674457 365186 -13620 7269543 6331043 64962 936803 391293 92509 6849006 8019925 151310 -1493750 -344453 1989 6331043 7512969 123417 978512 342815 251798 8019925 6604462 251455 1093461 230527 205882 7512969 0.14167 0.02806 0.83027 0 0 745457 52118 693339 514201 294416 219785 913124 ACCRUED POST RETIREMENT BENEFITS 2422351 OPERATING LEASE LIABILITY 670519 3092870 X 14653390 1003128 1003128 13650262 103012 103012 13753274 14435020 0 14435020 103012 40000 143012 14578032 PART V, LINE 4: THE SOCIETY PLAYS AN IMPORTANT ROLE IN HELPING STUDENTS COMPLETE THEIR POST-HIGH SCHOOL EDUCATION AND PREPARE FOR CAREERS IN NUCLEAR SCIENCE AND TECHNOLOGY (NS&T). SCHOLARSHIPS ARE GRANTED TO QUALIFIED STUDENT MEMBERS OF THE SOCIETY WHO HAVE DEMONSTRATED A HIGH COMMITMENT TO THE STANDARDS SET BY THE SOCIETY. PART X, LINE 2: THE SOCIETY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAXES 40,000. 1 0 0 0 0 0 0 0 0 0 RUSSIA AND NEIGHBORING STATES (UKRAINE) HUMANITARIAN AID IN UKRAINE 5800 BANK TRANSFER 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANTS MADE TO ENTITIES OUTSIDE THE UNITED STATES. 1 NATIONAL ATOMIC MUSEUM FOUNDATION 601 EUBANK BLVD SE ALBURQUERQUE NM 87123 850404628 501(C)(3) 20000 0 POWERING OUR FUTURE GRANT SUBAWARDEE 1 0 NEED LANDIS SCHOLARSHIP 8 40000 SCHOLARSHIPS FOR STUDENTS IN NUCLEAR SCIENCE 83 204500 OTHER AWARDS 162 180040 PART I, LINE 2: FOR THE SCHOLARSHIP PROGRAM, THE AMERICAN NUCLEAR SOCIETY HAS A SCHOLARSHIP COMMITTEE THAT OVERSEES EACH SCHOLARSHIP. INDIVIDUALS MUST APPLY FOR A SCHOLARSHIP BY COMPLETING AN APPLICATION. THESE ARE REVIEWED, AND UPON APPROVAL THE SCHOLARSHIPS ARE AWARDED. EACH SCHOLARSHIP HAS ITS OWN REQUIREMENTS. X X X 0 0 0 0 0 0 0 1 0 CRAIG H PIERCY EXECUTIVE DIRECTOR/CEO 527454 0 40922 0 0 0 24150 0 42075 0 634601 0 0 0 STACI B LEVY CHIEF FINANCIAL OFFICER 163527 0 0 0 0 0 26026 0 36724 0 226277 0 0 0 PAULA A CAPPELLETTI COO/DIR, MEETINGS 170935 0 0 0 0 0 26043 0 15523 0 212501 0 0 0 DARYL RIZZO DIRECTOR OF DEVELOPMENT 153840 0 0 0 0 0 16004 0 34705 0 204549 0 0 0 JEFFERY MOSSES DIRECTOR OF SALES 133972 0 0 0 0 0 21020 0 20835 0 175827 0 0 0 JOHN FABIAN DIRECTOR OF PUBLICATONS 118342 0 0 0 0 0 18424 0 23690 0 160456 0 0 0 DANIEL GOLDBERG DIRECTOR OF PROGRAMS 135027 0 0 0 0 0 13637 0 8851 0 157515 0 0 0 ANDREW SMITH DIRECTOR OF COMMUNICATIONS 127677 0 5200 0 0 0 9100 0 9278 0 151255 0 0 0 PART I, LINE 7 BONUSES TO THE EXECUTIVE DIRECTOR/CEO ARE DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON THE EXECUTIVE'S CONTRACT. BONUSES FOR DIRECTORS ARE DETERMINED AT THE DISCRETION OF THE EXECUTIVE DIRECTOR/CEO. BONUSES FOR OTHER STAFF ARE DETERMINED BY THE COMPENSATION COMMITTEE CONSISTING OF THE EXECUTIVE DIRECTOR/CEO, CFO, DIRECTOR OF MEETINGS, DIRECTOR OF PUBLICATIONS, AND DIRECTOR OF PROGRAMS. FORM 990, PART VI, SECTION A, LINE 6 THE INDIVIDUAL MEMBERSHIP OF THE SOCIETY SHALL CONSIST OF FELLOWS, PROFESSIONAL MEMBERS, AND STUDENT MEMBERS. IN ADDITION, THERE SHALL BE ORGANIZATION MEMBERS. SUBCATEGORIES OF EACH OF THESE MEMBERSHIP GRADES FOR THE PURPOSE OF DIFFERING DUES STRUCTURES OR BENEFITS MAY BE ESTABLISHED UPON RECOMMENDATION OF THE MEMBERSHIP COMMITTEE AND APPROVAL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE OFFICERS AND DIRECTORS ELECTED-AT-LARGE BY SECRET BALLOT CAST BY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS SHALL BE ENTITLED TO ALL RIGHTS AND PRIVILEGES OF MEMBERSHIP IN THE SOCIETY, EXCEPT AS OTHERWISE LIMITED IN THE SOCIETY BYLAWS AND RULES OR IN THE STANDARD BYLAWS FOR A CONSTITUENT UNIT. OTHER MEMBERS, SUCH AS ORGANIZATION MEMBERS, SHALL BE NON-VOTING AND INELIGIBLE FOR HOLDING OFFICE OR SERVING ON ANY COMMITTEE OF THE SOCIETY. THE MEMBERSHIP MAY VOTE ON ANY CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S TREASURER, EXECUTIVE DIRECTOR/CEO, AND CHIEF FINANCIAL OFFICER PRIOR TO FILING. THE FORM 990 WILL ALSO BE EMAILED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY STATEMENT IS DISTRIBUTED TO ALL NEW BOARD MEMBERS AND OFFICERS, WHICH MUST BE READ, SIGNED AND RETURNED TO THE CORPORATE OFFICE FOR FILING. BOARD MEMBERS SELF-MONITOR THEIR POTENTIAL CONFLICTS OF INTEREST, RECUSING THEMSELVES FROM DISCUSSION SHOULD A POTENTIAL CONFLICT OF INTEREST ARISE. WHEN PREPARING AND/OR REVIEWING MEETING AGENDAS, MANAGEMENT REVIEWS FOR POTENTIAL CONFLICTS OF INTEREST TO ENCOURAGE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE OFFICER SALARIES ARE REVIEWED USING COMPARABLE DATA AND REVIEWED ANNUALLY BY THE EXECUTIVE BOARD OF ANS. KEY EMPLOYEE SALARIES ARE REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR/CEO. SALARIES ARE APPROVED BY THE BOARD OF ANS, WITH APPROVAL DULY NOTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS ARE NOT REQUIRED TO BE MADE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY THE ILLINOIS ATTORNEY GENERAL. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT COSTS OTHER THAN SERVICE COST -122,655. CHANGE IN POSTRETIREMENT BENEFIT OBLIGATION 145,190. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE IN CONJUNCTION WITH THE TREASURER AND CHIEF FINANCIAL OFFICER ASSUME OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. AUDITED STATEMENTS ARE REVIEWED BY THE TREASURER, CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR/CEO. THE FINANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. ONCE THE STATEMENTS ARE APPROVED BY THE BOARD OF DIRECTORS THE STATEMENTS ARE PRESENTED TO THE MEMBERSHIP.