2022-11-14T13:19:55-06:00 2021-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2021-01-01 135404745 Special Libraries Association Inc SPEC 7036474900 7918 Jones Branch Drive 300 McLean VA 221023345 Monica Evans-Lombe Managing Director 7036474900 2022-11-11 1 Monica Evans-Lombe XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Catherine Lavalle-Welch 7918 Jones Branch Drive 300 McLean VA 221023345 1056518 0 X www.sla.org X 1958 NY Global organization for innovative information professionals and their strategic partners. 14 14 0 480 43647 0 7154 106681 1247917 805143 36546 100299 64458 44395 1356075 1056518 0 0 0 0 0 0 0 0 0 1761529 1540820 1761529 1540820 -405454 -484302 3724587 3337876 347930 244136 3376657 3093740 X The Special Libraries Association promotes and strengthens its members through learning, advocacy, and networking initiatives. 0 0 503768 309790 Annual Conference: The Annual Conference offers the premier opportunity for face-to-face interaction, learning, and relationship building between the full diversity of members, prospective members, thought leaders, and industry partners. Here the organization facilitates cross pollination among geographically and professionally diverse membership to the mutual benefit of all. The 2019 Annual Conference was held in Cleveland, Ohio. The event offered more than 100 educational sessions and workshops that explored the latest trends in gathering, organizing, analyzing and sharing information and knowledge. 486488 527500 Membership: SLA offers members access to exceptional experiences, vibrant communities, educational resources, and essential tools for success. SLA Members-Stay on top of the latest industry trends and issues through SLA's online magazine, Information Outlook, and our social media channels; Earn professional credentials and skills with SLA Webinar recordings, conveniently archived online; Develop rewarding professional relationships at local chapter meetings and events and discipline-specific programs and at the SLA Annual Conference; and Develop leadership, marketing and technical skills by taking advantage of SLA volunteer opportunities. See Sch O 81465 Leadership Development: The Leadership Development Program facilitates the governance/leadership roles within the Association by supporting the activities of the board of directors, committees, chapters, divisions, caucuses, and other representatives of the organization. 36608 11500 Public Affairs and Marketing: Includes SLA's Communications, Public Relations, Marketing, and Public Policy Initiatives. Various efforts include printed, oral, and recorded presentations; press functions such as press releases, scholarship recognition, photography and meetings with press; marketing of products and services through print, electronic, exhibitions. Public policy includes outreach to members, collaborative efforts with other organizations to inform and most effectively educate members of issues which may affect them. 36608 11500 1108329 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 8 0 1 0 1 1 1 CA UK NZ MU 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 0 1 0 0 0 NY X X X MCI USA 7036474900 7918 Jones Branch Drive 300 McLean VA 221023345 X Tara Murray Grove President 10.00 X X 0 0 0 Catherine Lavalle-Welch President-Elect 10.00 X X 0 0 0 Hal Kirkwood Past President 10.00 X X 0 0 0 Alicia Biggers Treasurer 10.00 X X 0 0 0 Hildy Dworkin Secretary 10.00 X X 0 0 0 Valerie Perry Director 10.00 X 0 0 0 Emma Davidson Director 10.00 X 0 0 0 Jill Konieczko Director 10.00 X 0 0 0 Robin Dodge Director 10.00 X 0 0 0 Julie Snyder Director 10.00 X 0 0 0 Elaine Lasda Director 10.00 X 0 0 0 Amy Jankowski Director 10.00 X 0 0 0 Jim Miller Director 10.00 X 0 0 0 PK Jain Director 10.00 X 0 0 0 Amy Lestition Burke Executive Director 20.00 X 0 0 0 0 0 0 0 0 0 0 MCI USA 7918 Jones Branch Dr 300 McLean VA 22102 Management fee 1130730 1 102785 3896 106681 Membership Dues 900099 419750 419750 Annual Conference 900099 309790 309790 Professional Development 900099 69506 69506 Information Outlook 519130 6097 6097 805143 51134 51134 17260 17260 31905 0 31905 31905 31905 Career Services 519130 32147 32147 Web/electronic advertising 541800 11500 11500 Other revenue 900099 748 748 44395 1056518 805143 43647 101047 1130730 961120 169610 14231 14231 13882 13882 22115 22115 58801 3300 55501 2687 2687 51063 2500 48563 104642 104642 600 600 128613 128613 3391 3391 Membership recruitment 8654 8654 Dues and memberships 855 855 Taxes and licenses 556 556 1540820 1108329 432491 0 763302 612355 15385 4900 101919 114331 2843981 2606290 3724587 3337876 156005 46292 191925 197844 347930 244136 X 2064138 1930633 1312519 1163107 3376657 3093740 3724587 3337876 -484302 201385 0 X 0 0 0 X 19778 6361 8983 7154 106681 148957 2083164 2000303 1974955 1243917 805143 8107482 563195 534898 439040 3586 748 1541467 2666137 2541562 2422978 1254657 912572 9797906 0 6269 174723 73894 69628 21450 345964 6269 174723 73894 69628 21450 345964 9451942 137243 130932 102166 67123 68394 505858 137243 130932 102166 67123 68394 505858 1814 14953 9781 26548 2805194 2687447 2534925 1321780 980966 10330312 0.91500 0.92210 0.04900 0.04740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 194897 194897 194897 194897 162610 32287 194897 198344 -35734 162610 177928 22103 1687 198344 0.00000 0.64691 0.35309 0 0 0 Part V, Line 4: The intended used of endowment funds is to fund scholarship awards at accredited library schools. The David B. Bender Fund was established to support the Association's international activities and fellowships. The Ron Coplen Fund serves as a source of revenue for the Ron Coplen Leadership Address at the annual conference or other appropriate meeting. Earnings on these funds are considered temporarily restricted. North America - Canada and Mexico, but not the United States 1 0 Program Services Chapters in Region 3995 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 1 0 Program Services Chapter in Region East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 0 Program Services Chapter in Region Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Services Chapter in Region 3 0 0 0 3 0 3995 0 3995 0 0 0 0 0 0 Part I, line 3: Foreign expenditures are directly tracked and accounted for on the accrual method of accounting. Part III Accounting Method: Form 990, Part III, Organization Mission: The Special Libraries Association, Inc. (The Association) is a nonprofit global organization for innovative information and knowledge professionals and their strategic partners. The Association serves over 4,000 members in 53 countries in the information profession including corporate, academic, and government information specialists. The Association promotes and strengthens its members through learning, advocacy, and networking initiatives. The Association is organized into 49 geographic chapters, 23 specialty divisions and 10 general interest caucuses (collectively, units). Members may join any combination of units. While not separate, independent entities, units seek to further the mission of the Association in the context of common interest and cooperation. Form 990, Part III, Line 4b, Membership (continued) Professional Development: The primary vehicle through which professional development is accessed by members is SLA's online learning portal, which provides an excellent source of professional development opportunities including continuing education programs, webinars and leadership training. Mini or Regional Conferences offer members another face-to-face opportunity to dig deeper into a special interest, subject area, or regional matter and to do so with a selection of industry partners. Publications: Information Outlook magazine was published monthly from 1997-2008, eight times per year from 2009-2011, and six times per year from 2012-2019. It ceased publication with the March-April 2020 issue. Information Outlook contained: articles on trending topics such as data curation, digital asset management, bibliometrics, and value co-creation;columns about technology, copyright law, and other issues of perpetual interest; and interviews with SLA members, offering a close-up look at information professionals in different disciplines, work environments, and countries. Current Publications: Information Insights is a weekly curated e-newsletter that keeps SLA members apprised of recent developments in the information and library fields. Each week, Information Insights delivers updates on knowledge management, data visualization, academic research, and other topics of interest to special librarians and information professionals. Information Insights is a free benefit of SLA membership. Career Services: SLA's Career Center provides access to job opportunities and career resources and publications. Form 990, Part VI, Section A, line 1a The Association has an Executive Committee, consisting of the President, President-Elect, and Past President, with all the authority of the board to act between meetings of the board, except with respect to matters that are prohibited by the New York Not-for-Profit Corporation Law. Form 990, Part VI, Section A, line 3 SLA utilizes the services of a management firm, MCI USA to manage the organization on a day-to-day basis. Management fees represent amounts paid to MCI USA under the terms of an agreement for management services including all staff resources; delivery of SLA's programs, services, events, and website; provides for office space, equipment, and other resources needed to manage the day-to-day operations. Management fees totaled $ 1,130,730 for the year ended December 31, 2021. SLA's Executive Director is an employee of and was compensated by MCI USA. Form 990, Part VI, Section A, line 6 The Association has members. Form 990, Part VI, Section A, line 7a Election of officers and directors shall be by secret ballot sent to each voting member. Form 990, Part VI, Section A, line 7b Each voting member shall have one (1) vote on all matters submitted to a vote of the voting members. Form 990, Part VI, Section B, line 11b The Federal Form 990 is reviewed by management and then shared with the Board of Directors prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The Board of Directors annually reviews the conflict of interest policy at its orientation meeting and discloses any potential conflict of interest. All members of the Board of Directors sign a conflict of interest disclosure statement and code of responsibility annually. The signed documents are reviewed by the directors, executive office relations, and kept on file by SLA. The conflict of interest policy is always taken into consideration when there is the potential for conflict, particularly when signing new contracts or beginning new relationships. Any possible appearance of conflict of interest that arises in the course of business is researched to determine the existence of a conflict. If a contract is to be made with a related party, it is disclosed to the Board of Directors and a vote is taken to reach a decision. If the Association's staff members identify a conflict of interest, management shares this information with the Executive Committee of the board for its action. Involved board members are precluded from voting on matters for which a conflict exists. Form 990, Part VI, Section C, line 19 The Federal Form 990, all governing documents, conflict of interest policies, financial statements, and all policy and practice documents are available upon request. The conflict of interest policy is available on the Association's website. All board of directors agenda and minutes are posted in the governance section of the website.