2023-01-31T09:47:56-06:00 2022-06-30 541712517 SPRING & COMPANY CPAS PC 112 ELDEN STREET SUITE I HERNDON VA 20170 990 2021-07-01 521576808 COUNCIL ON LIBRARY AND INFORMATION RESOURCES COUN 2022571269 1800 DIAGONAL RD 600 ALEXANDRIA VA 22314 CHARLES HENRY PRESIDENT 2029394756 2023-01-28 1 CHARLES HENRY 999009999 SPRING COMPANY CPAS PC P01343484 7039049027 2023-01-28 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X CHARLES HENRY 1800 DIAGONAL RD STE 600 ALEXANDRIA VA 22314 5065712 0 X WWW.CLIR.ORG X 1988 DC CLIR IS AN INDEPENDENT, NONPROFIT ORGANIZATION THAT FORGES STRATEGIES TO ENHANCE RESEARCH, TEACHING, AND LEARNING ENVIRONMENTS IN COLLABORATION WITH LIBRARIES, CULTURAL INSTITUTIONS, AND COMMUNITIES OF HIGHER LEARNING. 20 20 22 0 0 0 8602555 4030053 1023699 940230 128220 95429 0 0 9754474 5065712 6109582 5324500 0 0 2642333 2985965 0 0 0 1250215 1794062 10002130 10104527 -247656 -5038815 14576981 9356231 480575 398675 14096406 8957556 X CLIR IS AN INDEPENDENT, NONPROFIT ORGANIZATION THAT FORGES STRATEGIES TO ENHANCE RESEARCH, TEACHING, AND LEARNING ENVIRONMENTS IN COLLABORATION WITH LIBRARIES, CULTURAL INSTITUTIONS, AND COMMUNITIES OF HIGHER LEARNING. 0 0 5378498 4534872 PRESERVATION: EXAMINE SUSTAINABLE STRATEGIES FOR PRESERVING ALL MEDIA, ANALOG AND TRADITIONAL, AND HEIGHTEN PUBLIC AWARENESS OF THE RISKS OF FAILING TO PLAN FOR PRESERVATION. 360009 0 DIGITAL INFRASTRUCTURE: SUPPORT EFFORTS TO PIONEER INNOVATIVE USES OF INFORMATION TECHNOLOGIES AND ENGAGE COMMUNITY EXPERTISE TO EXTEND COLLECTIONS AND SERVICES. 1427233 774919 SCHOLARSHIP AND RESEARCH: EXPLORE AND ASSESS NEW METHODOLOGIES, EMERGING FIELDS OF INQUIRY, INTELLECTUAL STRATEGIES INVOLVING DATA GATHERING AND COLLABORATION, AND MODES OF COMMUNICATION, INCLUDING SHARING OF RESEARCH DATA AND PUBLISHING MODELS, THAT ARE LIKELY TO DEFINE THE NEXT GENERATION OF SCHOLARS. 2179190 14709 940230 OTHER INCLUDING LEADERSHIP INSTITUTE AND COLLABERATIVE INITIATIVES 2179190 14709 940230 9344930 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 73 0 22 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC VA X THE ORGANIZATION 2022571269 1800 DIAGONAL RD STE 600 ALEXANDRIA VA 22314 DAN COHEN DIRECTOR 2.00 X 0 0 0 KURT DE BELDER DIRECTOR 2.00 X 0 0 0 MICHELE CASALINI DIRECTOR 2.00 X 0 0 0 CHRISTOPHER CELENZA DIRECTOR 2.00 X 0 0 0 TESS DAVIS DIRECTOR 2.00 X 0 0 0 KATHLEEN FITZPATRICK DIRECTOR 2.00 X 0 0 0 EDWARD AYERS DIRECTOR 2.00 X 0 0 0 MICHAEL A KELLER DIRECTOR 2.00 X 0 0 0 W JOSEPH KING DIRECTOR 2.00 X 0 0 0 CAROL MANDEL DIRECTOR 2.00 X 0 0 0 MAX MARMOR DIRECTOR 2.00 X 0 0 0 BUHLE MBAMBO-THATA DIRECTOR 2.00 X 0 0 0 RICHARD OVENDEN DIRECTOR 2.00 X 0 0 0 WINSTON TABB DIRECTOR 2.00 X 0 0 0 GUY BERTHIAUME DIRECTOR 2.00 X 0 0 0 SOHAIR WASTAWY DIRECTOR 2.00 X 0 0 0 JOHN PRICE WILKIN DIRECTOR 2.00 X 0 0 0 FENELLA FRANCE DIRECTOR 2.00 X 0 0 0 ASMA NAEEM DIRECTOR 2.00 X 0 0 0 SANDRA PHOENIX DIRECTOR 2.00 X 0 0 0 BEN VINSON III DIRECTOR 2.00 X 0 0 0 CHARLES HENRY PRESIDENT 40.00 X 280704 0 70099 AMY LUCKO CHIEF OPERATING OFFICER 40.00 X 131417 0 27046 WAYNE GRAHAM CHIEF TECHNOLOGY OFFICER 40.00 X 139583 0 27281 JOSHUA HADRO DIRECTOR IFF CONSORTIUM 40.00 X 146250 0 27281 SHARON IVY WEISS CHIEF FINANCIAL OFFICER 40.00 X 134583 0 31126 832537 0 182833 5 0 1 0 0 192075 3837978 4030053 AGENCY FEES 900099 901743 901743 FELLOWSHIP FEES 900099 15000 15000 23487 23487 940230 73887 73887 21542 0 21542 21542 21542 5065712 940230 0 95429 5324500 5324500 1098581 940992 157589 1324895 1134842 190053 209491 179440 30051 184094 157686 26408 168904 144675 24229 964552 840964 123588 TRAVEL AND MEETINGS 505392 385782 119610 OFFICE OPERATIONS 309833 91645 218188 COMMUNICATIONS 14285 14160 125 INDIRECT 0 130244 -130244 10104527 9344930 759597 0 11552803 8035597 2234775 550350 231290 323216 519694 447068 38419 0 14576981 9356231 348835 246875 131740 151800 480575 398675 X 2138954 1647331 11957452 7310225 14096406 8957556 14576981 9356231 -5038815 -100035 0 X X 0 1 X 1 0 X 17550495 9136735 3049143 8602555 4030053 42368981 17550495 9136735 3049143 8602555 4030053 42368981 29230523 13138458 99222 204215 230078 116405 95429 745349 1986508 1257653 1074060 1023699 940230 6282150 49396480 0.26600 0.21990 X THE COUNCIL IS ORGANIZED AND OPERATED SO AS TO ATTRACT ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. THE COUNCIL HAS RECEIVED SUBSTANTIAL ANNUAL FUNDING FROM PUBLIC CHARITIES AND GOVERNMENTAL UNITS DURING THE MEASUREMENT PERIODS ENDING JUNE 30, 2016-2021. IN THE 2021 YEAR END FISCAL YEAR, CLIR RECEIVED FINANCIAL SUPPORT FROM OVER 191 PUBLIC AND PRIVATE UNIVERSITIES, COLLEGES AND LIBRARIES AS ONGOING "SPONSOR" INSTITUTIONS TO THE COUNCIL. THE COUNCIL'S DLF PROGRAM HAS MORE THAN 122 MEMBER UNIVERSITIES AND LIBRARIES WHO PAY ANNUAL MEMBERSHIP DUES FOR THIS PROGRAM. ADDITIONALLY, NEW AND EMERGING PROGRAMS WILL CONTINUE TO ATTRACT ADDITIONAL PUBLIC SUPPORT. THE COUNCIL IS IN THE NATURE OF A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTORS DESCRIBED IN THE TREASURY REGULATIONS 1.170A-9. THE COUNCIL RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS. THE COUNCIL'S SUPPORT SOURCES INCLUDE CONTRIBUTIONS FROM A RANGE OF PUBLIC CHARITIES, CONSISTING OF UNIVERSITIES, COLLEGES, RELATED LIBRARIES AND MUSEUMS. IN THE CURRENT YEAR, THE COUNCIL RECEIVED SUPPORT FROM ONLY TWO NON-PUBLIC CHARITY DONORS THAT EXCEED THE 2% LIMITATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4965677 -100035 -100035 5065712 0 5065712 10104527 0 10104527 0 10104527 PART X, LINE 2: IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FASB, THE ORGANIZATION RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2018. 0 SOUTH AFRICA 0 0 GRANT/PROGRAM SERVICE FELLOWSHIP/DIGITIZATION 17000 EUROPE 0 0 GRANT/PROGRAM SERVICE IIPC/DIGITIZATION;LISTTOTAL 178678 169963 NORTH AMERICA 0 0 GRANT/PROGRAM SERVICE IIPC CONSULTING 6650 SOUTH AMERICA 0 0 GRANT/PROGRAM SERVICE 1000 0 0 0 0 0 0 194613 0 194613 CANADA DHC AWARD: DIGITIZING 73741 0 HIDDEN COLLECTIONS AFRICA PROGRAM SOUTH AFRICA 1 17000 GDMR DIGITAL-IIIF AFFILIATE CONTRACTOR UNITED KINGDOM 1 154662 IIPC AFFILIATE CONTRACTOR UNITED KINGDOM 1 12501 0 0 0 0 0 0 PART I, LINE 2: THE COUNCIL HAS A CONTRACT WITH EACH UNIVERSITY THAT APPLIES TO PARTICIPATE IN THE PROGRAM. IT STATES THAT THEY WILL RECEIVE FUNDING FOR SALARIES AND BENEFITS TO HIRE A PERSON IN THIS POSITION. THE CONTRACT STIPULATES A PAYMENT TIMELINE THAT IS DEPENDENT UPON OUR RECEIPT OF FINANCIAL REPORTS AND NARRATIVES REGARDING THIS PERSON ALONG WITH CONTINUED EMPLOYMENT. ANY UNSPENT FUNDS ARE REQUIRED TO BE RETURNED TO CLIR. PART III ACCOUNTING METHOD: 1 MICHIGAN INSTITUTE TECHNOLOGY 1400 TOWNSEND DR HOUGHTON MI 49931 10410 0 COVID-19 EMERGENCY RELIEF GEORGIA STATE UNIV RESEARCH FOUNDATION 58 EDGEWOOD AVE ATLANTA GA 30303 23945 0 DIGITIZING HIDDEN COLLECTIONS REGENTS OF UNIV OF IDAHO 875 PERIMETER DR MS 2020 MOSCOW ID 83844 17321 0 DHC GRANT SEALASKA HERITAGE INSTITUTE 105 S SEWARD ST JUNEAU AK 99801 190195 0 RECORDINGS AT RISK WASHINGTON STATE UNIVERSITY BOX 1034 700 ROSEDALE AVE ST LOUIS MO 63112 334000 0 RECORDINGS AT RISK HISTORICALLY BLACK COLLEGES UNIVERSITIES 111 JAMES BRAWLEY DR SW ATLANTA GA 30314 2985 0 AUTHENTICITY PROJECT SAN FRANCISCO JAZZ ORGANIZATION 201 FRANKLIN ST SAN FRANCISCO CA 94102 41671 0 HISTORIC ARCHIVE DIGITIZATION UNIVERSITY OF TENNESSEE U OF T KNOXVILLE KNOXVILLE TN 37996 49200 0 RAR AWARD NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW WASHINGTON DC 20036 24360 0 RAR AWARD BLANK FORMS INC 468 GRAND AVE STE 3A BROOKLYN NY 11238 12125 0 RAR AWARD CITY OF BOSTON ARCHIVES AND RECORDS 201 RIVERMOOR ST WEST ROXBURY MA 02132 39155 0 RAR AWARD REGENTS OF UNIV OF CALIFORNIA SANTA BARBARA 1210 MESA RD SANTA BARBARA CA 93106 49985 0 RAR AWARD BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 14025 0 RAR AWARD PIEDMONT UNIVERSITY 1021 CENTRAL AVE DEMOREST GA 30535 26279 0 RAR AWARD BOWLING GREEN STATE UNIV BG STATE UNIV BOWLING GREEN OH 43403 16749 0 RAR AWARD UNIV OF PITTSBURG LIBRARY SYSTEM 3960 FORBES AVE PITTSBURGH PA 15260 36826 0 RAR AWARD NEW YORK UNIVERSITY 70 WASHINGTON SQ S NEW YORK NY 10012 27215 0 RAR AWARD CATAWBA INDIAN NATION 1505 CEMETARY RD ROCK HILL SC 29730 36570 0 RAR AWARD WILLARD PUBLIC LIBARY 7W VAN BUREN ST BATTLE CREEK MI 49017 10692 0 RAR AWARD NC AGRICULTURAL AND TECH STATE UNIV 1601 E MARKET ST GREENSBORO NC 27411 47570 0 RAR AWARD INCUBADORA MICROEMPRESA BIEKE INC CALLE DUTEIL EDIFICO ANRIGUA BENITEZ VIEQUES PR 00765 50000 0 RAR AWARD GAY LESBIAN BISEXUAL TRANS HISTORICAL SOCIETY 989 MARKET ST SAN FRANCISCO CA 94103 17642 0 RAR AWARD MINNESOTA HISTORICAL SOCIETY 704 S 2ND ST MINNEAPOLIS MN 55401 12495 0 RAR AWARD CONGREGATION SISTERS OF ST JOSEPH 3430 ROCKY RIVER DR CLEVELAND OH 44111 16845 0 RAR AWARD MID-ATLANTIC REGIONAL MOVING IMAGE ARCHIVE 2615 MATTHEWS ST BALTIMORE MD 21218 251323 0 DHC AWARD PUERTO RICAN CULTURAL CENTER 2739 W DIVISION ST CHICAGO IL 60622 343779 0 DHC AWARD REGENTS OF UNIV OF CALIFORNIA IRVINE 1400 REYNOLDS AVE IRVINE CA 92614 349081 0 DHC AWARD JAPANESE AMERICAN NATIONAL MUSEUM 100 N CENTRAL AVE LOS ANGELES CA 90012 168787 0 DHC AUV PILOT CYCLE AWARD SMITHSONIAN MUSEUM AFRICAN AMERICAN HISTORY & CULTURE 950 INDEPENDENCE AVE SW WASHINGTON DC 20560 334000 0 DHC AUV PILOT CYCLE AWARD CHRISTIANSBURG INSTITUTE INC 135 SCATTERGOOD DR NW CHRISTIANSBURG VA 24073 309791 0 DHC AUV PILOT CYCLE AWARD BECK CULTURAL EXCHANGE CENTER INC 1927 DANDRIDGE AVE KNOXVILLE TN 37915 278210 0 DHC AUV PILOT CYCLE AWARD NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 334000 0 DHC AUV PILOT IOWA STATE UNIV OF SCIENCE AND TECH 701 MORRILL RD AMES IA 50011 179516 0 DHC AUV PILOT CREATIVE GROWTH INC 355 24TH ST OAKLAND CA 94612 349343 0 DHC AUV PILOT COLLEGE OF HOLY CROSS 1 COLLEGE ST WORCESTER MA 01610 258511 0 DHC AUV PILOT PART I, LINE 2: THE PRESIDENT ALONG WITH THE PROGRAM DIRECTOR REVIEW ALL GRANT REQUESTS. THE ORGANIZATION HAS SET UP A FORMAT IN WHICH APPLICANTS CAN APPLY FOR GRANTS X 0 0 0 0 0 0 0 0 0 CHARLES HENRY PRESIDENT 280704 0 0 0 0 0 42106 0 27993 0 350803 0 0 0 JOSHUA HADRO DIRECTOR IFF CONSORTIUM 146250 0 0 0 0 0 20938 0 6343 0 173531 0 0 0 WAYNE GRAHAM CHIEF TECHNOLOGY OFFICER 139583 0 0 0 0 0 20938 0 6343 0 166864 0 0 0 SHARON IVY WEISS CHIEF FINANCIAL OFFICER 134583 0 0 0 0 0 20188 0 10938 0 165709 0 0 0 AMY LUCKO CHIEF OPERATING OFFICER 131417 0 0 0 0 0 19713 0 7333 0 158463 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S GOVERNING BODY REVIEWS THE FINAL TAX RETURN BEFORE MAILING. THE TREASURER REVIEWS THE AMOUNTS SHOWN ON THE TAX RETURN WITH THE PRESIDENT. ANY QUESTIONS ARE RESOLVED BY THE PRESIDENT PRIOR TO MAILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS AT THEIR FALL MEETING. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS APPROVE PRESIDENT'S COMPENSATION. PRESIDENT DETERMINES ALL OTHER EMPLOYEE COMPENSATION. THERE IS A WRITTEN EMPLOYMENT CONTRACT FOR EACH EMPLOYEE AND INDEPENDANT CONTRACTOR. COMPENSATION IS DETERMINED BY COMPARIBILITY DATA WITH SIMILIAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 CLIR PROVIDES TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. ALL REQUESTS GO THROUGH THE PRESIDENT. PART XII - 2C. NO CHANGE.