OCLC INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: OCLC INC (EIN 31-0734115)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-12
IRS object ID: 202241329349301239
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T09:06:35-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	300 SPRUCE STREET SUITE 100	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43215	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	310734115	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OCLC INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OCLC	BusinessNameControlTxt
Phone	6147646000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1Txt
City	DUBLIN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43017	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM ROZEK	PersonNm
Person Title	TREASURER & CFO	PersonTitleTxt
Phone	6147646000	PhoneNum
Signature	2022-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WILLIAM	PersonFirstNm
Person Last	ROZEK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JACOB COOK	PreparerPersonNm
PTIN	P01240455	PTIN
Phone	6167747000	PhoneNum
Preparation	2022-05-11	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WILLIAM ROZEK	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1Txt
City	DUBLIN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43017	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$310,395,768	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.OCLC.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1967	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	ESTABLISH, MAINTAIN AND OPERATE A COMPUTERIZED LIBRARY NETWORK AND TO (CONTINUED ON SCHEDULE O) PROMOTE THE EVOLUTION OF LIBRARY USE, OF LIBRARIES THEMSELVES AND OF LIBRARIANSHIP, AND TO PROVIDE PROCESSES AND PRODUCTS FOR THE BENEFIT OF LIBRARY USERS AND LIBRARIES, INCLUDING SUCH OBJECTIVES AS INCREASING AVAILABILITY OF LIBRARY RESOURCES TO INDIVIDUAL LIBRARY PATRONS AND REDUCING THE RATE-OF-RISE OF LIBRARY PER-UNIT COSTS, ALL FOR THE FUNDAMENTAL PUBLIC PURPOSE OF FURTHERING EASE OF ACCESS TO AND USE OF THE EVER-EXPANDING BODY OF WORLDWIDE SCIENTIFIC, LITERARY AND EDUCATIONAL KNOWLEDGE AND INFORMATION.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	928	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$93,091	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$67,611	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,368,236	PYContributionsGrantsAmt
CY Contributions Grants	$3,373,067	CYContributionsGrantsAmt
PY Program Service Revenue	$210,825,634	PYProgramServiceRevenueAmt
CY Program Service Revenue	$212,959,013	CYProgramServiceRevenueAmt
PY Investment Income	-$816,605	PYInvestmentIncomeAmt
CY Investment Income	$48,772,120	CYInvestmentIncomeAmt
PY Other Revenue	-$210,806	PYOtherRevenueAmt
CY Other Revenue	$120,966	CYOtherRevenueAmt
PY Total Revenue	$212,166,459	PYTotalRevenueAmt
CY Total Revenue	$265,225,166	CYTotalRevenueAmt
PY Grants And Similar Paid	$46,009	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$14,212	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$135,481,052	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$136,756,349	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$76,403,252	PYOtherExpensesAmt
CY Other Expenses	$72,951,556	CYOtherExpensesAmt
PY Total Expenses	$211,930,313	PYTotalExpensesAmt
CY Total Expenses	$209,722,117	CYTotalExpensesAmt
PY Revenues Less Expenses	$236,146	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$55,503,049	CYRevenuesLessExpensesAmt
Total Assets BOY	$453,382,737	TotalAssetsBOYAmt
Total Assets EOY	$494,924,030	TotalAssetsEOYAmt
Total Liabilities BOY	$189,241,202	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$172,618,949	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$264,141,535	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$322,305,081	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ESTABLISH, MAINTAIN AND OPERATE A COMPUTERIZED LIBRARY NETWORK AND TO PROMOTE THE EVOLUTION OF LIBRARY USE, OF LIBRARIES THEMSELVES AND OF LIBRARIANSHIP, AND TO PROVIDE PROCESSES AND PRODUCTS FOR THE BENEFIT OF LIBRARY USERS AND LIBRARIES, INCLUDING SUCH OBJECTIVES AS INCREASING AVAILABILITY OF LIBRARY RESOURCES TO INDIVIDUAL LIBRARY PATRONS AND REDUCING THE RATE-OF-RISE OF LIBRARY PER-UNIT COSTS, ALL FOR THE FUNDAMENTAL PUBLIC PURPOSE OF FURTHERING EASE OF ACCESS TO AND USE OF THE EVER-EXPANDING BODY OF WORLDWIDE SCIENTIFIC, LITERARY AND EDUCATIONAL KNOWLEDGE AND INFORMATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$185,426,075	ExpenseAmt
Grant	$14,212	GrantAmt
Revenue	$212,959,013	RevenueAmt
Desc	OCLCOCLC IS A NONPROFIT GLOBAL LIBRARY COOPERATIVE THAT PROVIDES SHARED TECHNOLOGY SERVICES, ORIGINAL RESEARCH AND COMMUNITY PROGRAMS SO THAT LIBRARIES CAN BETTER FUEL LEARNING, RESEARCH AND INNOVATION. THROUGH OCLC, MEMBER LIBRARIES COOPERATIVELY PRODUCE AND MAINTAIN WORLDCAT, THE MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS AND SERVICES. LIBRARIES GAIN EFFICIENCIES THROUGH OCLC'S WORLDSHARE, A COMPLETE SET OF LIBRARY MANAGEMENT APPLICATIONS AND SERVICES BUILT ON AN OPEN, CLOUD-BASED PLATFORM. IT IS THROUGH COLLABORATION AND SHARING OF THE WORLD'S COLLECTED KNOWLEDGE THAT LIBRARIES CAN HELP PEOPLE FIND ANSWERS THEY NEED TO SOLVE PROBLEMS. TOGETHER AS OCLC, MEMBER LIBRARIES, STAFF AND PARTNERS MAKE BREAKTHROUGHS POSSIBLE.OCLC NARRATIVE FOR FY212021 WAS A YEAR LIKE NO OTHER. DESPITE SHUTDOWNS AND CLOSURES, LIBRARIES FOUND A WAY TO SERVE THEIR COMMUNITIES. OCLC HAS BEEN PROUD TO SUPPORT LIBRARIES IN THESE EFFORTS. OCLC PRIORITIZED PRODUCT INVESTMENTS AND PROVIDED RESEARCH AND DEVELOPMENT OPPORTUNITIES TO HELP LIBRARIES RESPOND TO SHIFTING NEEDS. AS A MEMBER-DRIVEN ORGANIZATION, OCLC WORKS ON BEHALF OF LIBRARIES TO ENSURE THAT THEY HAVE THE TOOLS THEY NEED TO SERVE THEIR USERS NO MATTER WHAT CHALLENGES THEY MIGHT FACE.THE REALM PROJECTAS LIBRARIES WERE FORCED TO CLOSE THEIR DOORS BECAUSE OF THE COVID-19 PANDEMIC, OCLC KNEW THAT THEY WOULD NEED SCIENCE-BASED INFORMATION FOR REOPENING. OCLC'S WORK ON THE REALM PROJECT WITH THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES (IMLS) AND BATTELLE PRODUCED RESEARCH ON HOW MATERIALS COULD BE SAFELY HANDLED AND RETURNED BACK INTO CIRCULATION. REALM COMPLETED LABORATORY TESTS THAT STUDIED THE LIFESPAN OF THE VIRUS ON MATERIALS THAT ARE PREVALENT IN LIBRARIES, ARCHIVES, AND MUSEUMS; SYNTHESIZED EMERGING RESEARCH FINDINGS; AND PRODUCED TOOLKIT RESOURCES TO INFORM LOCAL DECISION MAKING.WORLDCATOCLC STAFF AND THOUSANDS OF MEMBER LIBRARIES COOPERATIVELY PRODUCE AND MAINTAIN WORLDCAT, THE MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS. WORLDCAT MAKES LIBRARY COLLECTIONS FINDABLE AND ACCESSIBLE AROUND THE WORLD. THIS YEAR, WORLDCAT GREW BEYOND 500 MILLION RECORDS AND 3 BILLION LIBRARY HOLDINGS. THESE RECORDS AND HOLDINGS EMPOWER LIBRARIES TO SHARE THEIR RESOURCES ACROSS THE GLOBE AND EMPOWER LIBRARY USERS TO FIND AND ACCESS INFORMATION NO MATTER HOW NEAR OR FAR.RESEARCH SHARINGOCLC ADVANCED ITS NEW SMART FULFILLMENT FUNCTIONALITY ACROSS ALL OCLC RESOURCE SHARING SERVICES. NEW SMART FULFILLMENT DELIVERY CAPABILITIES MAKE FAST, REAL-TIME, DATA-DRIVEN RECOMMENDATIONS BASED ON A LIBRARY'S LOCAL POLICIES, ITEM AVAILABILITY, NETWORK RELATIONSHIPS, AND USER NEEDS.OCLC LAUNCHED THE NEW EXPRESS DIGITAL DELIVERY PROGRAM TO FACILITATE EXCEPTIONALLY FAST TURNAROUND TIMES USING SMART FULFILLMENT ENHANCEMENTS TO OCLC RESOURCE SHARING SERVICES. MORE THAN 1,000 LIBRARIES ARE NOW PARTICIPATING IN THIS NEW PROGRAM. DURING ITS FIRST FIVE MONTHS, MORE THAN 160,000 COPY REQUESTS WERE FILLED IN AN AVERAGE OF 10.4 HOURS AMONG EXPRESS LIBRARIES.WORLDSHARE MANAGEMENT SERVICESAS THE EVER-GROWING WORLDSHARE MANAGEMENT SERVICES (WMS) COMMUNITY MARKED ITS 10TH ANNIVERSARY, LIBRARIES AROUND THE WORLD CONTINUED TO SUPPORT THIS FULLY INTEGRATED LIBRARY PLATFORM. NEARLY 700 LIBRARIES IN 23 COUNTRIES HAVE SELECTED WMS.OCLC ADDED MORE THAN 200 NEW ENHANCEMENTS TO WMS IN 2020-MORE THAN 70 PERCENT OF WHICH WERE BASED ON COMMUNITY INPUT-AND CONTINUES TO STREAMLINE ACQUISITIONS WORKFLOWS, ADD NEW STAFF FUNCTIONS TO THE DIGBY MOBILE APP, AND ENHANCE PATRON FLEXIBILITY TO ACCESS MATERIALS.WMS ACHIEVED US FEDERAL RISK AND AUTHORIZATION MANAGEMENT PROGRAM (FEDRAMP) AUTHORIZATION FOLLOWING A RIGOROUS EVALUATION TO MEET THE US GOVERNMENT'S SECURITY REQUIREMENTS FOR CLOUD SERVICES. AND WMS ACHIEVED THE HIGHEST OVERALL SCORE ON THE LATEST ADVANCED PROCUREMENT FOR UNIVERSITIES AND COLLEGES (APUC) FRAMEWORK AGREEMENT FOR LIBRARY MANAGEMENT SYSTEMS.OCLC WISEOCLC CONTINUED TO EXPAND OCLC WISE, A TRANSFORMATIVE COMMUNITY ENGAGEMENT SYSTEM THAT EMPOWERS PUBLIC LIBRARIES TO STRENGTHEN CURRENT CUSTOMER RELATIONSHIPS, BUILD NEW CONNECTIONS WITH THE WIDER COMMUNITY, AND BETTER MEET CHANGING COMMUNITY NEEDS.IN ADDITION TO CONTINUING TO WORK CLOSELY WITH EARLY ADOPTERS FOR PRODUCT DEVELOPMENT, THE US WISE TEAM SUCCESSFULLY PIVOTED TO ALL-REMOTE IMPLEMENTATIONS DURING THE PANDEMIC. DURING THIS PERIOD, FOUR LIBRARIES WENT LIVE: ANYTHINK, GREENSBORO PUBLIC LIBRARY, KOKOMO-HOWARD COUNTY PUBLIC LIBRARY AND FAYETTEVILLE PUBLIC LIBRARY. WE NOW HAVE SIX US LIBRARIES LIVE ON THE SYSTEM.OCLC ALSO EXPANDED IN EUROPE, ADDING 95 LIBRARIES FROM CULTUURCONNECT IN FLANDERS, THE DUTCH SPEAKING REGION OF BELGIUM. TO DATE, 210 LIBRARIES WITH CULTUURCONNECT ARE LIVE WITH WISE.MOBILE TECHNOLOGYRECOGNIZING THAT EFFECTIVE COMMUNITY ENGAGEMENT FOR LIBRARIES REQUIRES AN INTUITIVE, POWERFUL, AND FLEXIBLE MOBILE APP, OCLC PURCHASED CAPIRA TECHNOLOGIES IN 2020. CAPIRA CREATES CUSTOMIZED MOBILE APPS, PROVIDING FOR AN OPTIMAL USER EXPERIENCE, INCLUDING DIGITAL LIBRARY CARDS, SELF-CHECKOUT, AND MORE. CAPIRAMOBILE IS THE FASTEST-GROWING PUBLIC LIBRARY MOBILE APP ON THE MARKET. CAPIRACURBSIDE ENABLES CONTACTLESS, EASY CURBSIDE DELIVERY FOR LIBRARY STAFF AND CUSTOMERS-A CRITICAL SERVICE FOR MANY LIBRARIES TO CONTINUE SERVICES IN THE COVID-19 ENVIRONMENT.OCLC EZPROXYOCLC UPDATED EZPROXY, THE E-RESOURCE ACCESS AND AUTHENTICATION SOLUTION, WITH SECURITY FEATURES TO HELP MITIGATE DATA BREACHES THAT DISRUPT LIBRARY OPERATIONS. LIBRARIES NOW BENEFIT FROM A CUSTOMIZABLE SET OF RULES THAT AUTOMATICALLY IDENTIFY AND DISABLE COMPROMISED SINGLE SIGN-ON CREDENTIALS IN REAL-TIME, AND AN OPTIONAL PSEUDONYMOUS USER IDENTIFIER THAT STREAMLINES AND SECURES FEEDBACK LOOPS WITH CONTENT PROVIDERS.COVID-19 DRAMATICALLY CHANGED LEARNING AND RESEARCH WORKFLOWS AND USER EXPECTATIONS FOR INTERACTING WITH LIBRARY RESOURCES. TO MEET THESE EXPECTATIONS AND PROVIDE THE MOST RELIABLE, SECURE ACCESS POSSIBLE, MORE LIBRARIES CHOSE TO HAVE OCLC HOST AND MANAGE THEIR EZPROXY APPLICATION. WORLDCAT DISCOVERYOCLC REDESIGNED THE WORLDCAT DISCOVERY INTERFACE. THIS UPDATED INTERFACE PROVIDES A FRICTIONLESS USER EXPERIENCE THAT HELPS USERS MORE INTUITIVELY FIND AND GET RESOURCES FROM LIBRARY COLLECTIONS. THE REDESIGNED WORLDCAT DISCOVERY LANDING, SEARCH RESULTS, AND ITEM DETAILS PAGES NOW COMPLY WITH WCAG 2.1 AA ACCESSIBILITY GUIDELINES. OCLC MEMBERS ACTIVELY PARTNERED WITH THE WORLDCAT DISCOVERY TEAM THROUGHOUT THE YEAR TO SUGGEST AND REFINE NEW AND ENHANCED FEATURES IN THE NEW INTERFACE.OCLC LAUNCHED A NEW DATABASE OF OPEN ACCESS CONTENT IN FIRSTSEARCH TO HELP RESEARCHERS EASILY FIND OPEN ACCESS RESOURCES FROM FAMILIAR CONTENT PROVIDERS. OCLC GREENGLASSOCLC RELEASED GREENGLASS FOR SERIALS, FURTHER EMPOWERING LIBRARIES TO CONFIDENTLY MAKE PRINT COLLECTION MANAGEMENT DECISIONS BY SUPPORTING THE RESPONSIBLE DESELECTION OF SERIALS. BY LEVERAGING AND COMPARING DATA IN WORLDCAT, JSTOR, AND OTHER KNOWN JOURNAL ARCHIVES, GREENGLASS FOR SERIALS EQUIPS LIBRARIES WITH THE INSIGHTS NEEDED TO TAKE LOCAL ACTION IN A COLLECTIVE CONTEXT AND PROTECT THE SCHOLARLY RECORD. LINKED DATAOCLC IS ON TRACK TO COMPLETE A PRODUCTION SHARED ENTITY MANAGEMENT INFRASTRUCTURE THAT WILL SUPPORT LINKED DATA INITIATIVES THROUGHOUT THE LIBRARY COMMUNITY. THIS NEW INFRASTRUCTURE WILL INCLUDE MORE THAN 100 MILLION, EASILY ACCESSIBLE ENTITIES OF WORKS AND PERSONS THAT CAN BE USED TO INCREASE CONNECTIONS BETWEEN LIBRARY MATERIALS AND OTHER RELEVANT COLLECTIONS. WITH ACCOMPANYING USER INTERFACES AND APIS, THIS ENTITY ECOSYSTEM WILL IMPROVE EFFICIENCY OF METADATA WORKFLOWS ACROSS COLLECTIONS AND MATERIAL TYPES, IMPROVE MARC RECORD QUALITY AND ACCURACY, AND ULTIMATELY MAKE LIBRARY MATERIALS MORE CONNECTED AND DISCOVERABLE ON THE WEB.OCLC RESEARCHAS A PART OF OCLC'S WORK IN DOCUMENTING HOW LIBRARIES OPERATE AND ADAPT, THE OCLC RESEARCH TEAM MEETS WITH GLOBAL LIBRARY LEADERS TO DISCUSS AND ADDRESS EMERGING LIBRARY MODELS AND NEW AND EVOLVING LIBRARY PRACTICES AND POLICIES. FIVE REPORTS PUBLISHED THIS YEAR ADDRESS STEWARDSHIP COSTS, THE FUTURE OF METADATA AND LINKED DATA, AND THE CHALLENGES OF PROVIDING RESEARCH SUPPORT SERVICES.OCLC ALSO LAUNCHED OR SUPPLEMENTED SIX NEW GRANT-FUNDED RESEARCH PROJECTS AS LEAD OR PARTNERS THAT CONTRIBUTE TO SUPPORTING LIBRARIES, MUSEUMS, AND ARCHIVES, AND ADVANCING INNOVATIVE RESEARCH IN THE FIELD, INCLUDING:- THE REIMAGINE DESCRIPTIVE WORKFLOWS INITIATIVE CONVENED A DIVERSE GROUP OF EXPERTS, PRACTITIONERS, AND COMMUNITY MEMBERS TO DETERMINE WAYS TO IMPROVE DESCRIPTIVE PRACTICES, TOOLS, INFRASTRUCTURE, AND WORKFLOWS IN LIBRARIES AND ARCHIVES AND HELP CHART A PATH TOWARD IMPLEMENTATION OF ANTIRACIST AND INCLUSIVE LANGUAGE IN METADATA DESCRIPTIONS.- OCLC IS WORKING WITH PARTNERS TO CONDUCT A TWO-YEAR RESEARCH AND DEMONSTRATION PROJECT TO BUILD THE FOUNDATION FOR A NATIONAL ARCHIVAL FINDING AID NETWORK (NAFAN).	Desc
Total Program Service Expenses	$185,426,075	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	118	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	928	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CA	ForeignCountryCd
Foreign Country	MX	ForeignCountryCd
Foreign Country	CH	ForeignCountryCd
Foreign Country	NL	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	AS	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM ROZEK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6147646000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1Txt
City	DUBLIN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43017	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DEATON BRADY
TRUSTEE - FINANCE & INVEST	8.00	Yes (X)	$31,250	$0	$0
ANDERSON DR CRAIG
TRUSTEE	5.00	Yes (X)	$25,250	$0	$0
HILSHEIMER CINDY
TRUSTEE - VICE BOARD CHAIR	8.00	Yes (X)	$31,250	$0	$0
KEANE KATHLEEN
TRUSTEE - PERSONNEL & COMP	8.00	Yes (X)	$36,750	$0	$0
LISON BARBARA
TRUSTEE - GOVERNANCE CHAIR	8.00	Yes (X)	$24,960	$0	$0
NEAL JAMES
TRUSTEE - FINANCE & INVEST	8.00	Yes (X)	$27,250	$0	$0
GRAY-LITTLE BERNADETTE
TRUSTEE - AUDIT CHAIR	5.00	Yes (X)	$34,250	$0	$0
PATRICK JOHN
TRUSTEE	8.00	Yes (X)	$25,250	$0	$0
STEEL VIRGINIA
TRUSTEE - TECHNOLOGY PLANN	5.00	Yes (X)	$32,250	$0	$0
SZABO JOHN
TRUSTEE - BOARD & EXEC CO	15.00	Yes (X)	$55,250	$0	$0
BYRD THERESA
TRUSTEE	5.00	Yes (X)	$27,250	$0	$0
THOMAS SARAH
TRUSTEE	5.00	Yes (X)	$30,250	$0	$0
LEFEBVRE MADELEIN
TRUSTEE - MEMBERSHIP CHAIR	5.00	Yes (X)	$32,416	$0	$0
MALSCHAERT JACQUES
TRUSTEE	5.00	Yes (X)	$23,000	$0	$0
PRESAS JULIE
GEN COUNSEL, VP OF LEGAL S	40.00		$372,846	$0	$58,095	Yes (X)
PRICHARD DAVID
PRESIDENT & CEO	40.00		$2,093,709	$0	$100,619	Yes (X)
ROZEK WILLIAM
CFO, TREASURER	40.00		$659,657	$0	$79,878	Yes (X)
BORDAS ANDREW
VP MANAGEMENT AND CUSTOMER	40.00		$383,310	$0	$66,094		Yes (X)
CROCCO BRUCE
VP LIBRARY SERVICES FOR TH	40.00		$371,801	$0	$68,708		Yes (X)
DEMPSEY LORCAN
VP OCLC RESEARCH & CHIEF S	40.00		$477,094	$0	$98,500		Yes (X)
MURPHY BART
CHIEF INFORMATION OFFICER	40.00		$535,858	$0	$31,120		Yes (X)
NILGES WILLIAM
VP BUSINESS DEVELOPMENT	40.00		$348,370	$0	$90,624		Yes (X)
SAUER-GAMES MARY
VP PRODUCT MANAGEMENT	40.00		$386,079	$0	$60,029		Yes (X)
SPAYDE TAMMI
VP CORPORATE HUMAN RESOURC	40.00		$480,774	$0	$74,999		Yes (X)
VAN LUBEEK ERIC
VP MANAGING DIRECTOR EMEA	40.00		$420,119	$0	$23,101		Yes (X)
HOHLBEIN BONNIE
CONTROLLER	40.00		$282,289	$0	$56,474			Yes (X)
SHONDELL RYAN
EXECUTIVE DIR - DATA SERVICES	40.00		$233,007	$0	$41,277			Yes (X)
LIVINGSTON SCOTT
EXEC DIR - SOFTWARE DEVELO	40.00		$261,836	$0	$57,586			Yes (X)
HEYMAN MARTI
EXEC. DIR - METADATA STRAT	40.00		$241,799	$0	$54,660			Yes (X)
PACE ANDREW
EXECUTIVE DIR - TECHNICAL RESEARCH	40.00		$229,678	$0	$53,180			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,214,852	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,014,944	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	292	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
G2O LLC
2500 CORPORATE EXCHANGE DR	COLUMBUS	OH	43231	TECHNICAL SERVICES	$2,059,480
EXPEDIENT
5700 INNOVATION DR	DUBLIN	OH	43017	TECHNICAL SUPPORT SERVICES	$1,761,616
LEVEL 3 COMMUNICATIONS LLC
250 W OLD WILSON BRIDGE RD 130	WORTHINGTON	OH	43085	TECHNICAL SERVICES	$896,373
SQUIRES PATTON BOGGS LLP
41 SOUTH HIGH STREET	COLUMBUS	OH	43215	PROJECT CONSULTING	$711,964
MARSH & MCLENNAN AGENCY LLC
655 METRO PL S 380	DUBLIN	OH	43017	CONSULTING SERVICES	$565,935

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	96	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,924,844	GovernmentGrantsAmt
All Other Contributions	$1,448,223	AllOtherContributionsAmt
Total Contributions	$3,373,067	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
METADATA	519100	$94,692,695	$94,692,695
MANAGEMENT SYSTEMS	519100	$57,255,655	$57,255,655
RESOURCE SHARE SVCS	519100	$42,800,048	$42,800,048
END USER SERVICES	519100	$17,599,504	$17,599,504

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$611,111	TotalRevenueColumnAmt
Related Or Exempt Func Income	$611,111	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$212,959,013	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,868,562	TotalRevenueColumnAmt
Exclusion	$9,868,562	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$828,051	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$800,176	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$27,875	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,875	TotalRevenueColumnAmt
Exclusion	$27,875	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$83,273,316	SecuritiesAmt
Other	$668	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$42,084,919	SecuritiesAmt
Other	$2,285,507	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$41,188,397	SecuritiesAmt
Other	-$2,284,839	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,903,558	TotalRevenueColumnAmt
Exclusion	$38,903,558	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	WEB-LINKING COMMISSION	Desc
Business	519100	BusinessCd
Total Revenue Column	$93,091	TotalRevenueColumnAmt
Unrelated Business Revenue	$93,091	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$93,091	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$265,225,166	TotalRevenueColumnAmt
Related Or Exempt Func Income	$212,959,013	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$93,091	UnrelatedBusinessRevenueAmt
Exclusion	$48,799,995	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$14,212	TotalAmt
Program Services	$14,212	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,823,475	TotalAmt
Program Services	$3,343,938	ProgramServicesAmt
Management And General	$4,479,537	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$101,342,751	TotalAmt
Program Services	$92,968,094	ProgramServicesAmt
Management And General	$8,374,657	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,456,073	TotalAmt
Program Services	$6,128,649	ProgramServicesAmt
Management And General	$327,424	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,924,516	TotalAmt
Program Services	$9,311,177	ProgramServicesAmt
Management And General	$1,613,339	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,209,534	TotalAmt
Program Services	$9,580,439	ProgramServicesAmt
Management And General	$629,095	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$892,318	TotalAmt
Management And General	$892,318	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$541,077	TotalAmt
Management And General	$541,077	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$144,677	TotalAmt
Program Services	$144,677	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$129,089	TotalAmt
Management And General	$129,089	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,375,680	TotalAmt
Program Services	$7,974,045	ProgramServicesAmt
Management And General	$401,635	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$398,904	TotalAmt
Program Services	$398,904	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,360,236	TotalAmt
Program Services	$1,828,969	ProgramServicesAmt
Management And General	$531,267	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$15,471,014	TotalAmt
Program Services	$13,168,135	ProgramServicesAmt
Management And General	$2,302,879	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,194,898	TotalAmt
Program Services	$3,194,898	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,839,057	TotalAmt
Program Services	$4,837,277	ProgramServicesAmt
Management And General	$1,780	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$222,992	TotalAmt
Program Services	$235,312	ProgramServicesAmt
Management And General	-$12,320	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$235,562	TotalAmt
Program Services	$235,562	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,311,730	TotalAmt
Program Services	$1,311,730	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$29,340,982	TotalAmt
Program Services	$25,877,516	ProgramServicesAmt
Management And General	$3,463,466	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$735,540	TotalAmt
Program Services	$658,197	ProgramServicesAmt
Management And General	$77,343	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PRODUCT & DISTRIBUTION	$2,824,388	$2,824,388
OTHER NONOPERATING-PROG	$1,389,956	$1,389,956
OTHER NONOPERATING-MGT	$543,456		$543,456

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$209,722,117	TotalAmt
Program Services	$185,426,075	ProgramServicesAmt
Management And General	$24,296,042	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$33,278,436	BOYAmt
EOY	$59,012,913	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$43,069,186	BOYAmt
EOY	$18,083,908	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$11,250	BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$11,957	BOYAmt
EOY	$8,692	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,106,756	BOYAmt
EOY	$6,452,078	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$153,810,833	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$103,552,638	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$47,639,391	BOYAmt
EOY	$50,258,195	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$215,811,944	BOYAmt
EOY	$256,028,759	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$10,792,699	BOYAmt
EOY	$10,300,945	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$89,124,718	BOYAmt
EOY	$88,867,123	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,536,400	BOYAmt
EOY	$5,911,417	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$453,382,737	BOYAmt
EOY	$494,924,030	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$45,457,339	BOYAmt
EOY	$31,776,339	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$46,432,274	BOYAmt
EOY	$39,262,266	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$68,283,459	BOYAmt
EOY	$78,716,098	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$29,068,130	BOYAmt
EOY	$22,864,246	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$189,241,202	BOYAmt
EOY	$172,618,949	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$264,141,535	BOYAmt
EOY	$322,305,081	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$264,141,535	BOYAmt
EOY	$322,305,081	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$453,382,737	BOYAmt
EOY	$494,924,030	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$55,503,049	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$7,882,038	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$10,542,535	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$440,472	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$770,245	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$755,551	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,368,236	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,373,067	CurrentTaxYearAmt
Total	$7,707,571	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$206,042,058	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$215,746,061	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$220,142,270	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$210,825,634	CurrentTaxYearMinus1YearAmt
Current Tax Year	$212,959,013	CurrentTaxYearAmt
Total	$1,065,715,036	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$206,482,530	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$216,516,306	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$220,897,821	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$213,193,870	CurrentTaxYearMinus1YearAmt
Current Tax Year	$216,332,080	CurrentTaxYearAmt
Total	$1,073,422,607	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,626	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,641	CurrentTaxYearMinus3YearsAmt
Total	$24,267	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,626	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,641	CurrentTaxYearMinus3YearsAmt
Total	$24,267	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,073,398,340	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,357,828	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,195,204	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,848,038	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,473,933	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,696,613	CurrentTaxYearAmt
Total	$52,571,616	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$44,695	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$42,446	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$93,234	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$46,057	CurrentTaxYearMinus1YearAmt
Current Tax Year	$67,611	CurrentTaxYearAmt
Total	$294,043	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,402,523	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,237,650	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,941,272	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,519,990	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,764,224	CurrentTaxYearAmt
Total	$52,865,659	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$215,885,053	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$227,753,956	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$232,839,093	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$222,713,860	CurrentTaxYearMinus1YearAmt
Current Tax Year	$227,096,304	CurrentTaxYearAmt
Total	$1,126,288,266	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.95300	PublicSupportCY509Pct
Public Support PY509	0.95210	PublicSupportPY509Pct
Investment Income CY	0.04690	InvestmentIncomeCYPct
Investment Income PY	0.04670	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$144,677	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$144,677	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$185,281,398	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$185,426,075	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year	$1,000,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$1,500,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year	$144,677	CurrentYearAmt
Total	$144,677	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year	$250,000	CurrentYearAmt
Total	$250,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$375,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,705,121	OtherCostOrOtherBasisAmt
Book Value	$9,705,121	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$71,858,951	OtherCostOrOtherBasisAmt
Depreciation	$60,386,567	DepreciationAmt
Book Value	$11,472,384	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,347,559	OtherCostOrOtherBasisAmt
Depreciation	$2,485,413	DepreciationAmt
Book Value	$862,146	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$68,899,202	OtherCostOrOtherBasisAmt
Depreciation	$40,680,658	DepreciationAmt
Book Value	$28,218,544	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$50,258,195	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DEFERRED RETIREMENT	$386,520
POST RETIREMENT BENEFITS	$15,353,924
MEMBERS SUBSCRIPTION BALANCES	$4,686,867
OTHER LIABILITIES	$2,436,935

Field	Value	IRS element (for citing)
Total Liability	$22,864,246	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	INFORMATION REQUIRED IN SCH D, PART X REGARDING THE FINANCIAL STATEMENT FOOTNOTE FOR LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THIS IS NOW CODIFIED AS ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10. THE TEXT OF THE FOOTNOTE IN OCLC'S CONSOLIDATED FINANCIAL STATEMENTS AS AUDITED BY OCLC'S INDEPENDENT AUDITOR, BDO, IS AS FOLLOWS: ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. OCLC EVALUATED ITS TAX POSITIONS AT JUNE 30, 2021 AND 2020. BASED ON THIS EVALUATION, OCLC DETERMINED THAT THERE WAS NO MATERIAL IMPACT TO THE CORPORATION'S CONSOLIDATED FINANCIAL STATEMENTS.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	3	24	PROGRAM SERVICES	CHINA, TAIWAN AND AUSTRALIA PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES.	$3,855,000
NORTH AMERICA (OUTSIDE USA)	1	7	PROGRAM SERVICES	QUEBEC AND MEXICO (HOME OFFICE). SALES SOLICITATION AND INFORMATION ABOUT OCLC PRODUCTS AND SERVICES.	$1,320,000
NORTH AMERICA (OUTSIDE USA)	1	0	PROGRAM SERVICES	MANITOBA. TECHNICAL SERVICES FOR OCLC CUSTOMERS. CLOSED 10/31/20.	$194,000
EUROPE	7	353	PROGRAM SERVICES	6 DISREGARDED SUBS PROVIDING LIBRARY SERVICES AND SUPPORT TO LIBRARIES IN EUROPE.	$44,887,000

Field	Value	IRS element (for citing)
Subtotal Offices	12	SubtotalOfficesCnt
Subtotal Employees	384	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	12	TotalOfficeCnt
Total Employee	384	TotalEmployeeCnt
Subtotal Spent	$50,256,000	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$50,256,000	TotalSpentAmt
Total501c3 Org	0	Total501c3OrgCnt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	OCLC PROVIDES LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT TO LIBRARIES OUTSIDE THE UNITED STATES. THE GRANTEES ARE REQUIRED TO FURNISH A FINAL PROJECT REPORT WHICH IS NONPROPRIETARY AND IN THE PUBLIC DOMAIN.
PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Purpose Of GrantPurposeOfGrantTxt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt
(no name)
OPERATING SUPPORT AND FUNDING FOR VARIOUS AWARDS.
(no name)
OPERATING SUPPORT
COLUMBUS SYMPHONY ORCHESTRA
OPERATING SUPPORT	55 EAST STATE ST	COLUMBUS	OH	43215	316402408	501(C)(3)	$6,000

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1(H)	FormAndLineReferenceDesc
Explanation	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT PROGRAM: FACULTY IN SCHOOLS OF LIBRARY SCIENCE ARE ELIGIBLE TO APPLY. OCLC ISSUES TO ELIGIBLE SCHOOLS AN ANNUAL CALL FOR PROPOSALS. APPLICANTS RESPOND WITH A COVER PAGE AND PROPOSAL, A DETAILED BUDGET, AND SUPPORTING MATERIALS SUCH AS A CURRICULA VITAE, STAFFING, AND LETTERS OF SUPPORT. PROPOSALS ARE REVIEWED AND SELECTED BY OCLC STAFF AND THEN SUBMITTED TO A REVIEW PANEL FOR FURTHER EVALUATION AND COMMENDATION TO THE VICE PRESIDENT OF OCLC OFFICE OF RESEARCH, WHO MAKES A FINAL DECISION. RESEARCH RESULTS ARE FURNISHED TO OCLC IN A FINAL PROJECT REPORT WHICH MUST BE NONPROPRIETARY AND IN THE PUBLIC DOMAIN. OTHER CONTRIBUTIONS ARE MADE FOR THE GENERAL OPERATING SUPPORT OF VARIOUS GOVERNMENTAL ORGANIZATIONS AND NATIONAL OR LOCAL PUBLIC CHARITIES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Payments For Use Of Residence	Yes (X)	PaymentsForUseOfResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	0	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PRICHARD DAVID
PRESIDENT & CEO	$828,272	$0	$1,230,060	$0	$35,377	$0	$80,259	$0	$20,360	$0	$2,194,328	$0	$0	$0
ROZEK WILLIAM
CFO, TREASURER	$346,020	$0	$305,561	$0	$8,076	$0	$79,833	$0	$46	$0	$739,536	$0	$0	$0
DEMPSEY LORCAN
VP OCLC RESEARCH & CHIEF S	$294,291	$0	$176,928	$0	$5,875	$0	$78,060	$0	$20,440	$0	$575,594	$0	$0	$0
MURPHY BART
CHIEF INFORMATION OFFICER	$337,265	$0	$196,331	$0	$2,262	$0	$25,411	$0	$5,710	$0	$566,979	$0	$0	$0
SPAYDE TAMMI
VP CORPORATE HUMAN RESOURC	$295,738	$0	$178,611	$0	$6,425	$0	$54,709	$0	$20,290	$0	$555,773	$0	$0	$0
BORDAS ANDREW
VP MANAGEMENT AND CUSTOMER	$238,107	$0	$143,519	$0	$1,684	$0	$45,811	$0	$20,282	$0	$449,403	$0	$0	$0
SAUER-GAMES MARY
VP PRODUCT MANAGEMENT	$239,620	$0	$142,237	$0	$4,222	$0	$54,332	$0	$5,697	$0	$446,108	$0	$0	$0
VAN LUBEEK ERIC
VP MANAGING DIRECTOR EMEA	$345,962	$0	$48,856	$0	$25,301	$0	$23,101	$0	$0	$0	$443,220	$0	$0	$0
CROCCO BRUCE
VP LIBRARY SERVICES FOR TH	$212,715	$0	$154,703	$0	$4,383	$0	$55,970	$0	$12,738	$0	$440,509	$0	$0	$0
NILGES WILLIAM
VP BUSINESS DEVELOPMENT	$215,477	$0	$130,377	$0	$2,516	$0	$70,344	$0	$20,279	$0	$438,993	$0	$0	$0
PRESAS JULIE
GEN COUNSEL, VP OF LEGAL S	$226,701	$0	$134,462	$0	$11,683	$0	$52,392	$0	$5,702	$0	$430,940	$0	$0	$0
HOHLBEIN BONNIE
CONTROLLER	$215,239	$0	$61,834	$0	$5,216	$0	$50,780	$0	$5,694	$0	$338,763	$0	$0	$0
LIVINGSTON SCOTT
EXEC DIR - SOFTWARE DEVELO	$207,739	$0	$52,057	$0	$2,040	$0	$37,157	$0	$20,429	$0	$319,422	$0	$0	$0
HEYMAN MARTI
EXEC. DIR - METADATA STRAT	$191,475	$0	$45,096	$0	$5,228	$0	$41,859	$0	$12,801	$0	$296,459	$0	$0	$0
PACE ANDREW
EXECUTIVE DIR - TECHNICAL RESEARCH	$187,944	$0	$39,900	$0	$1,834	$0	$32,904	$0	$20,276	$0	$282,858	$0	$0	$0
SHONDELL RYAN
EXECUTIVE DIR - DATA SERVICES	$188,892	$0	$27,991	$0	$16,124	$0	$21,300	$0	$19,976	$0	$274,283	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST-CLASS OR CHARTER TRAVEL: AT HIS DISCRETION, DAVID PRICHARD, PRESIDENT & CEO, IS ALLOWED TO USE FIRST-CLASS AIRLINE TRAVEL FOR BUSINESS PURPOSES FOR FLIGHTS OVER 2.5 HOURS WITHIN THE UNITED STATES. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. SPOT BONUSES AND CERTAIN MOVING EXPENSE PAYMENTS ARE GROSSED UP. PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE: CARL BUSH, EXECUTIVE DIRECTOR OF US LIBRARY SERVICES, AND DONALD LITNER, LIBRARY SERVICES CONSULTANT, TRAVEL EXTENSIVELY ON BEHALF OF OCLC AND USE THEIR RESPECTIVE PERSONAL RESIDENCES AS A HOME BASE. THEY EACH RECEIVE AN ANNUAL ALLOWANCE FOR BUSINESS USE OF THEIR RESIDENCE, AND THE AMOUNT IS INCLUDED IN THEIR TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES. OCLC PROVIDES A FITNESS CLUB ALLOWANCE FOR ANY EMPLOYEE NOT WORKING AT OCLC'S DUBLIN, OHIO HEADQUARTERS. DONALD LITNER, LIBRARY SERVICES CONSULTANT, RECEIVES SUCH AN ALLOWANCE, AND THE AMOUNT IS INCLUDED IN HIS TAXABLE COMPENSATION.
PART I, LINES 4A-B	SOME INDIVIDUALS REPORTED IN PART VII PARTICIPATED IN A SPLIT-DOLLAR LIFE INSURANCE PLAN. THEY ARE LISTED BELOW TOGETHER WITH THE AMOUNT OF TAXABLE COMPENSATION REPORTED DUE TO THEIR PARTICIPATION. BRUCE CROCCO 3,078 LORCAN DEMPSEY 4,216 WILLIAM NILGES 2,104
PART I, LINE 7	OCLC MAINTAINS THREE DIFFERENT INCENTIVE COMPENSATION PLANS THAT ARE BASED IN PART ON THE GLOBAL PERFORMANCE OF OCLC AND ITS SUBSIDIARIES. A PERCENTAGE OF TOTAL COMPENSATION IS CONSIDERED VARIABLE COMPENSATION AND DEPENDS UPON THE OUTCOME OF SPECIFIC PLAN OBJECTIVES. THE PLANS ARE THE SALES INCENTIVE PLAN (SIP), THE MANAGEMENT INCENTIVE PLAN (MIP) AND THE LONG-TERM INCENTIVE PLAN (LTIP). EXECUTIVES ARE PARTICIPANTS IN BOTH THE MIP AND THE LTIP. ALL PERFORMANCE AWARDS FOR THE CEO AND OTHER EXECUTIVES ARE REVIEWED AND APPROVED BY THE OCLC BOARD OF TRUSTEES. ALL INCENTIVE PLANS ARE REGULARLY REVIEWED BY OUTSIDE COMPENSATION CONSULTANTS, THE LAST SUCH OCCURRING IN FEBRUARY 2016.
PART I, LINE 8	THE ORGANIZATION ENGAGED A NEW EXECUTIVE DURING THE FISCAL YEAR ENDING JUNE 30, 2014, WHO WAS NOT A DISQUALIFIED PERSON PRIOR TO ENTERING INTO THE CONTRACT. THE BASE SALARY WAS FIXED AND THUS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. NEVERTHELESS, THE ORGANIZATION FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES IN DETERMINING THE REASONABLENESS OF THE EXECUTIVE'S COMPENSATION.
DESCRIPTION OF OCLC MANAGEMENT SAVINGS PLAN	EFFECTIVE JULY 1, 1997, AND EXTENDING THROUGH APRIL 30, 2002 CERTAIN EMPLOYEES AND TRUSTEES ELECTED TO PARTICIPATE IN THE OCLC MANAGEMENT SAVINGS PLAN (THE PLAN), A NON-QUALIFIED INCENTIVE BENEFIT PROGRAM FOR CERTAIN EMPLOYEES AND TRUSTEES WHO CONTRIBUTED TO THE SUCCESS OF OCLC. EFFECTIVE MAY 1, 2002, THE PLAN WAS FROZEN AND NO ADDITIONAL CONTRIBUTIONS HAVE BEEN, OR WILL BE, ACCEPTED. EARNINGS ON EXISTING BALANCES ARE DISTRIBUTED ANNUALLY TO PARTICIPANTS AND INCLUDED ON W-2S AND 1099S IN THE YEAR OF DISTRIBUTION. UNDER THE PLAN PARTICIPANTS RECEIVE THE RIGHT TO PURCHASE MUTUAL FUND SHARES FOR A FIXED PRICE. SUCH RIGHT CAN, GENERALLY, BE EXERCISED AT ANY TIME WITHIN A 20-YEAR PERIOD FOLLOWING THE DATE OF GRANT. HOWEVER, IN THE CASE OF A PARTICIPANT'S DEATH, RIGHTS HELD BY SUCH PARTICIPANT MUST BE EXERCISED WITHIN SIX MONTHS FROM THE DATE OF DEATH, AND IN THE CASE OF TERMINATION OF EMPLOYMENT (EXCEPT FOR RETIREMENT) RIGHTS HELD BY THE TERMINATED PARTICIPANT MUST BE EXERCISED WITHIN SIX MONTHS OF THE DATE OF TERMINATION (UNLESS EXTENDED BY THE PRESIDENT). COMPENSATION INCOME ATTRIBUTABLE TO RIGHTS GRANTED UNDER THE PLAN, FOR TAX REPORTING PURPOSES, IS NEITHER DETERMINABLE AT THE TIME OF GRANT THEREOF, NOR AT OCLC'S FISCAL YEAR END, IF STILL OUTSTANDING. MORE SPECIFICALLY, IT IS ONLY UPON EXERCISE OF ONE OF THESE RIGHTS THAT A PARTICIPANT MUST RECOGNIZE COMPENSATION INCOME, FOR TAX REPORTING PURPOSES. PARTICIPANTS IN THE PLAN REPORTED ON THIS RETURN: LORCAN DEMPSEY. VP RESEARCH & STRATEGIST

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
A	571239430	NONEAVAIL	2014-10-28	$30,000,000	SEE PART VI	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
B	571239430	NONEAVAIL	2016-04-14	$30,000,000	SEE PART VI	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
C	571239430	NONEAVAIL	2018-03-28	$30,000,000	SEE PART VI	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
D	571239430	NONEAVAIL	2020-11-26	$30,000,000	SEE PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$30,000,000	$30,000,000	2014	Yes (1)	Yes (1)
B	$30,000,000	$30,000,000	2016	Yes (1)	Yes (1)
C	$30,000,000	$30,000,000	2018	Yes (1)	Yes (1)
D	$30,000,000	$30,000,000	2019	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH K, PART I	FormAndLineReferenceDesc
Explanation	BOND A, COLUMN F - TO ACQUIRE REAL PROPERTY AND EQUIPMENT BOND B, COLUMN F - TO ACQUIRE REAL PROPERTY, EQUIPMENT, DATABASES, AND SOFTWARE BOND C, COLUMN F - TO ACQUIRE REAL PROPERTY, EQUIPMENT, AND DATABASES BOND D, COLUMN F - TO ACQUIRE REAL PROPERTY, EQUIPMENT, AND DATABASES BOND E, COLUMN F - TO ACQUIRE REAL PROPERTY, EQUIPMENT, AND DATABASES	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	571239430	BondIssuerEIN
CUSIP	NONEAVAIL	CUSIPNum
Bond Issued	2020-12-10	BondIssuedDt
Issue Price	$30,000,000	IssuePriceAmt
Purpose	SEE PART VI	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$30,000,000	TotalProceedsAmt
Capital Expenditures	$30,000,000	CapitalExpendituresAmt
Substantial Completion	2020	SubstantialCompletionYr
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1	THE BOARD OF TRUSTEES MAY DESIGNATE THREE (3) OR MORE TRUSTEES, INCLUDING THE CHAIR OF THE BOARD, TO CONSTITUTE AN EXECUTIVE COMMITTEE, WHICH COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERSHIP IN OCLC IS OPEN TO ANY LIBRARY OR OTHER MEMORY INSTITUTION THAT EMBRACES THE OCLC VALUES OF COLLABORATION AND SHARING. INSTITUTIONS WORLDWIDE BECOME MEMBERS BY CONTRACTUALLY AGREEING TO CONTRIBUTE INTELLECTUAL CONTENT OR SHARE RESOURCES. MEMBERS MAY INCLUDE LIBRARIES, MUSEUMS, ARCHIVES, HISTORICAL SOCIETIES, OR SIMILAR INSTITUTIONS. OCLC MEMBERS IN EACH OF THREE WORLDWIDE REGIONS ORGANIZE INTO REGIONAL COUNCILS. EACH REGIONAL COUNCIL ELECTS DELEGATES TO THE OCLC GLOBAL COUNCIL. THIS BODY CONSISTS OF 48 MEMBER DELEGATES AND IT ARTICULATES THE VARIOUS INTERESTS OF THE OCLC MEMBERS TO THE OCLC BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7A	THE OCLC GLOBAL COUNCIL ELECTS SIX MEMBERS OF THE OCLC BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 RETURN AND RELATED SCHEDULES AND FILINGS (THE "RETURN") ARE PREPARED AND REVIEWED INTERNALLY BY OCLC FINANCE STAFF IN CONSULTATION WITH APPROPRIATE OCLC PERSONNEL. THE RETURN IS THEN REVIEWED BY BDO USA, LLP. UPON BDO'S REVIEW, THE RETURN IS REVIEWED BY APPROPRIATE OCLC MANAGEMENT PERSONNEL, SUCH AS THE CHIEF FINANCIAL OFFICER, CONTROLLER AND/OR GENERAL COUNSEL. UPON MANAGEMENT'S APPROVAL, THE RETURN IS PROVIDED ELECTRONICALLY FOR REVIEW TO ONE OR MORE MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C	ALL EMPLOYEES ARE REQUIRED TO CERTIFY THEIR KNOWLEDGE OF, AND COMPLIANCE WITH, THE POLICY ON AN ANNUAL BASIS BY SIGNING A STATEMENT. IF IT IS UNCLEAR IF A CONFLICT EXISTS, THE EMPLOYEE MUST CONTACT THE GENERAL COUNSEL FOR CLARIFICATION. IN ADDITION TO THE GENERAL POLICY FOR ALL EMPLOYEES, MEMBERS OF THE OCLC BOARD OF TRUSTEES AND THE STRATEGIC LEADERSHIP TEAM ARE REQUIRED TO ANSWER MORE DETAILED QUESTIONS IN WRITING ON AN ANNUAL BASIS AND ALL RESPONSES ARE REVIEWED BY THE AUDIT COMMITTEE OF THE OCLC BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15	FOR ALL EXECUTIVES, THE PERSONNEL AND COMPENSATION COMMITTEE OF THE OCLC BOARD OF TRUSTEES REVIEWS THE PROPOSED COMPENSATION AND AN ANALYSIS OF COMPENSATION IN THE MARKETPLACE FOR COMPARABLE POSITIONS PREPARED BY AN OUTSIDE CONSULTANT. ONCE APPROVED BY THE COMMITTEE, THE ENTIRE BOARD OF TRUSTEES MEETS IN EXECUTIVE SESSION TO REVIEW AND VOTE ON THE COMPENSATION PACKAGES. THE COMMITTEE AND THE FULL BOARD CONSIST ONLY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO SETTING THE COMPENSATION FOR THE EXECUTIVES. WRITTEN MINUTES OF ALL BOARD COMMITTEES AND BOARD OF TRUSTEE MEETINGS ARE PREPARED. MORE INFORMATION ABOUT OCLC EXECUTIVE COMPENSATION CAN BE FOUND ON THE OCLC WEBSITE AT THE FOLLOWING LINK: HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE/EXECUTIVE_COMPENSATION.HTML
FORM 990, PART VI, SECTION C, LINE 19	THE ARTICLES OF INCORPORATION AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE OCLC WEBSITE. HTTP://WWW.OCLC.ORG/EN-US/MEMBERSHIP/COUNCILS.HTML HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE.HTML IN ADDITION, THE ANNUAL REPORT (INCLUDING CONDENSED FINANCIAL STATEMENTS) IS PROVIDED TO THE DIRECTORS OF ALL MEMBERS. THE ANNUAL REPORT IS ALSO AVAILABLE ON THE OCLC WEBSITE HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE.HTML
FORM 990, PART XI, LINE 9:	FOREIGN CURRENCY TRANSLATION 8,080,138. UNREALIZED POST RETIREMENT 2,460,228. INCOME ON INVESTMENT IN SUBSIDIARIES 2,169.
PHILOSOPHY STATEMENT ON BOARD OF TRUSTEES COMPENSATION	SINCE 1979, THE OCLC BOARD OF TRUSTEES HAS DETERMINED THAT COMPENSATION FOR TRUSTEE SERVICE IS APPROPRIATE IN ORDER TO ATTRACT AND RETAIN THE MOST QUALIFIED AND ABLE INDIVIDUALS, TO PROMOTE ECONOMIC DIVERSITY BY PROVIDING AN OPPORTUNITY TO CONTRIBUTE TO THE WORK OF THE BOARD BY THOSE WHO MIGHT OTHERWISE BE UNABLE TO DO SO, AND TO PROVIDE TANGIBLE COMPENSATION FOR THE CONSIDERABLE TIME AND EFFORT OF TRUSTEES IN SUPPORT OF OCLC'S MISSION. BECAUSE OF THE SIGNIFICANT TIME COMMITMENT INVOLVED IN BOARD SERVICE, MANY TRUSTEES MUST LIMIT CONSULTING AND OTHER ACTIVITIES FOR WHICH THEY WOULD BE COMPENSATED. COMPENSATION WILL BE PROVIDED TO NON-EMPLOYEE TRUSTEES, BY ACTION OF THE BOARD, AT LEVELS CONSISTENT WITH THOSE PROVIDED BY OTHER NON-PROFIT ORGANIZATIONS THAT ALSO COMPENSATE THEIR BOARD MEMBERS/TRUSTEES (WITH MARKET DEFINED BY DATA FROM 990 FILINGS, SUPPLEMENTED BY NON-PROFIT PUBLISHED SURVEY DATA). COMPENSATION LEVELS ARE ALSO REVIEWED FROM TIME TO TIME BY INDEPENDENT COMPENSATION CONSULTANTS FOR BENCHMARKING AGAINST OTHER NON-PROFIT ORGANIZATIONS. BOARD COMPENSATION CONSISTS OF CASH PAYMENTS STRUCTURED AS A COMBINATION OF RETAINERS AND MEETING FEES, WITH HIGHER COMPENSATION AMOUNTS FOR CHAIRS OF THE BOARD AND BOARD COMMITTEES REFLECTING THE ADDITIONAL TIME REQUIREMENTS OF THESE POSITIONS. FROM TIME TO TIME, THERE MAY ALSO BE ADDITIONAL TRUSTEE COMPENSATION FOR SPECIAL PROJECTS/ASSIGNMENTS AS DETERMINED BY THE BOARD, DEPENDING ON DURATION AND ADDITIONAL TIME REQUIREMENTS. MORE INFORMATION ABOUT OCLC BOARD COMPENSATION CAN BE FOUND ON THE OCLC WEBSITE AT THE FOLLOWING LINK: HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE/COMPENSATION_Q_AND_A.HTML

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
OCLC EMEA BV
SCHIPHOLWEG 99 2316 XA	LEIDEN	NL	981065403	HOLDING COMPANY	NL	$598,397	$21,535,100	OCLC ONLINE COMPUTER LIBRARY CENTER INC
OCLC BV
SCHIPHOLWEG 99 2316 XA	LEIDEN	NL	981065524	INFORMATION SERVICES	NL	$24,845,779	$21,675,139	OCLC EMEA BV
OCLC GMBH
GRUNWALDER WEG 28G	D OBERHACHING	GM	981063976	INFORMATION SERVICES	GM	$15,942,362	$6,651,796	OCLC EMEA BV
OCLC (UK) LIMITED
8 ST MARYS GATE	SHEFFIELD S LW	UK	981067510	INFORMATION SERVICES	UK	$5,147,638	$4,159,568	OCLC EMEA BV
OCLC SRL
VAILE DEI MILLE	FIRENZE	IT		INFORMATION SERVICES	IT	$651,999	$1,105,071	OCLC EMEA BV

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	OCLC AG	BusinessNameLine1Txt

Foreign Address ForeignAddress

Field	Value	IRS element (for citing)
Address Line1	ST JAKOBS-STRASSE 96	AddressLine1Txt
City	CH BASEL	CityNm
Country	SZ	CountryCd

Field	Value	IRS element (for citing)
Primary Activities	INFORMATION SERVICES	PrimaryActivitiesTxt
Legal Domicile Foreign Country	SZ	LegalDomicileForeignCountryCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	OCLC GMBH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Share Of Total Income	$538,675	ShareOfTotalIncomeAmt
Share Of EOY Assets	$310,951	ShareOfEOYAssetsAmt
Ownership	1.00000	OwnershipPct
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
OCLC AG
L	$168,303	GENERAL LEDGER
OCLC AG
M	$322,720	GENERAL LEDGER