2025-07-14T16:44:26-05:00 2024-08-31 882730877 CHERRY BEKAERT ADVISORY LLC 1707 N RANDALL ROAD STE 200 ELGIN IL 60123 990 2023-09-01 362166947 AMERICAN LIBRARY ASSOCIATION AMER 3122805834 225 N MICHIGAN AVENUE 1300 CHICAGO IL 60601 LESLIE BURGER INTERIM EXECUTIVE DIRECTOR 3122805834 2025-07-10 1 1 MELANIE MCPEAK P01346034 8478888600 2023 2025-03-06 01:10:19Z LESLIE BURGER 225 N MICHIGAN AVENUE 1300 CHICAGO IL 60601 64313844 0 X ALA.ORG X 1876 MA THE MISSION OF THE AMERICAN LIBRARY ASSOCIATION IS TO PROVIDE LEADERSHIP FOR THE DEVELOPMENT, PROMOTION AND IMPROVEMENT OF LIBRARY AND INFORMATION SERVICES AND THE PROFESSION OF LIBRARIANSHIP IN ORDER TO ENHANCE LEARNING AND ENSURE ACCESS TO INFORMATION FOR ALL. 13 13 220 4677 3736570 0 29610493 25325850 20148034 22392449 6847002 2663659 4202724 3733421 60808253 54115379 6564080 5473569 0 0 20922435 22501985 66578 121131 570609 27230362 28120575 54783455 56217260 6024798 -2101881 107750217 109847603 37016026 34630087 70734191 75217516 X THE MISSION OF THE AMERICAN LIBRARY ASSOCIATION IS TO PROVIDE LEADERSHIP FOR THE DEVELOPMENT, PROMOTION AND IMPROVEMENT OF LIBRARY AND INFORMATION SERVICES AND THE PROFESSION OF LIBRARIANSHIP IN ORDER TO ENHANCE LEARNING AND ENSURE ACCESS TO INFORMATION FOR ALL. 0 0 15907364 398725 MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: MEMBERSHIP SERVICES PROVIDED IN CONJUNCTION WITH MEMBER PARTICIPATION. PERSONAL AND ORGANIZATIONAL MEMBERS TOTALED MORE THAN 48,000 AS OF AUGUST 31, 2024. 6661653 11583830 MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: CONFERENCES ENABLE MEMBERS TO KEEP ABREAST OF THE LATEST TECHNOLOGICAL CAPABILITIES, NEW PUBLICATIONS AND TRENDS IN THE PROFESSION. FOUR MAJOR CONFERENCES, SEVERAL NATIONAL FORUMS AND A VARIETY OF INSTITUTES WERE HELD DURING THE YEAR. 6737499 47620 7287409 PUBLISHING: PUBLISHING OF TRADE JOURNALS AND BOOKS TO AID THE PROFESSION. PUBLISHED TRADE JOURNALS AND BOOKS ON A VARIETY OF TOPICS OF INTEREST TO THE PROFESSION DURING THE YEAR. 14691094 5027224 3517798 MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: GENERAL ACTIVITIES SUCH AS DIVERSITY, INTERNATIONAL RELATIONS, ACCREDITATION AND MONITORING LEGISLATION (19 OFFICES/DEPARTMENTS) AND ROUND TABLE DISCUSSIONS AND ACTIVITIES (19 ROUND TABLES). 14691094 5027224 3517798 43997610 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1047 0 1 220 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X L DENISE MORITZ 3122805834 225 N MICHIGAN AVENUE 1300 CHICAGO IL 60601 CINDY HOHL PRESIDENT 5.00 0.00 X X 0 0 0 SAM HELMICK PRESIDENT-ELECT 5.00 0.00 X X 0 0 0 EMILY DRABINSKI PAST PRESIDENT 5.00 0.00 X X 0 0 0 PETER HEPBURN TREASURER 5.00 0.00 X X 0 0 0 NICOLAS BURON DIRECTOR (FROM 07/24) 5.00 0.00 X 0 0 0 ANA ELISA DE CAMPOS SALLES DIRECTOR (THRU 07/24) 5.00 0.00 X 0 0 0 KATHY CARROLL DIRECTOR 5.00 0.00 X 0 0 0 STEPHANIE CHASE DIRECTOR 5.00 0.00 X 0 0 0 PETER COYL DIRECTOR (FROM 07/24) 5.00 0.00 X 0 0 0 SARA DALLAS DIRECTOR 5.00 0.00 X 0 0 0 AMY S LAPPIN DIRECTOR 5.00 0.00 X 0 0 0 DR CORINTHIA PRICE DIRECTOR 5.00 0.00 X 0 0 0 CHRISTINA RODRIQUES DIRECTOR (THRU 07/24) 5.00 0.00 X 0 0 0 KAREN G SCHNEIDER DIRECTOR 5.00 0.00 X 0 0 0 SOPHIA SOTILLEO DIRECTOR 5.00 0.00 X 0 0 0 STEVEN YATES DIRECTOR 5.00 0.00 X 0 0 0 LESLIE BURGER INTERIM EXEC. DIRECTOR (FROM 11/23) 45.00 0.00 X 20417 0 0 TRACIE HALL EXECUTIVE DIRECTOR (THRU 10/23) 45.00 0.00 X 412264 0 25291 DINA TSOURDINIS CHIEF FINANCIAL OFFICER 45.00 0.00 X 198379 0 812 MELISSA WALLING INTERIM SR. ASSOC. EXEC. DIRECTOR 45.00 0.00 X 205658 0 22958 REBECCA HEADRICK CHIEF INFORMATION TECHNOLOGY OFFICER 45.00 0.00 X 185788 0 7099 SHAKIR AKBARI DIRECTOR OF ENTERPRISE APPLICATIONS 45.00 0.00 X 154412 0 31130 ALAN INOUYE INTERIM ASSOC. EXEC. DIR. (TO 5/2025) 45.00 0.00 X 203510 0 24005 GEORGE KENDALL SENIOR DIRECTOR, ALA PUBLISHING & MEDIA 45.00 0.00 X 160146 0 21279 DENISE MORITZ DIRECTOR OF FINANCIAL REPORTING & COMPLIANCE 45.00 0.00 X 153065 0 24198 LORELLE HOPKINS ASSOCIATE EXECUTIVE DIRECTOR 45.00 0.00 X 197923 0 23997 MARY MACKAY FMR. INTERIM SR. ASSOC. EXEC. DIRECTOR 45.00 0.00 X 106181 0 24010 1997743 0 204779 39 1 1 0 VC4 LLC 8245-E BACKLICK ROAD LORTON VA 22079 AUDIO VISUAL SUPPORT AND SERVICES 1178785 GLOBAL EXPERIENCE SPECIALIST INC 7000 LINDELL ROAD LAS VEGAS NV 89118 TRADE SHOW & EXHIBITIONS SERVICES 816118 PC CONNECTION PO BOX 536472 PITTSBURGH PA 152535906 IT CONSULTING SERVICES 632292 URBAN INSIGHT INC 3530 WILSHIRE BLVD SUITE 1355 LOS ANGELES CA 90010 IT CONSULTING SERVICES 487407 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 PRINTING SERVICES 471540 35 7194696 2500 1059902 17068752 25325850 MEETINGS AND CONFERENCES 541900 11281220 11281220 ADVERTISING 541800 4027943 291373 3736570 SUBSCRIPTIONS 541900 2949910 2949910 SALES OF BOOKS AND MATERIALS 513190 2819250 2819250 1314126 1314126 22392449 2350459 2350459 1520332 1520332 10237140 9923940 313200 313200 313200 12779 2500 12516 263 263 2475441 262009 2213432 2213432 CHANGE IN INVESTMENT IN PUBLISHIN 513190 -606 -606 -606 54115379 22389037 3736570 2663922 5473569 5473569 1300677 289341 1011336 16232909 12768097 3308707 156105 901017 686624 206081 8312 2799449 2509167 259700 30582 1267933 948790 307804 11339 334781 34500 300281 174166 174166 504233 504233 121131 121131 304856 207146 97710 4412159 3511864 838379 61916 234046 233373 673 2969285 2311791 648140 9354 1747126 1569242 159645 18239 405054 405054 2615158 30910 2584248 2294260 1969930 274281 50049 6528988 6415063 86296 27629 125271 125271 1487255 549191 935583 2481 112538 6872 105666 PUBLICATIONS AND PRINTI 2713024 3107803 -401578 6799 TEMPORARY EMPLOYEES 1105319 411994 627325 66000 BAD DEBT EXPENSE 59287 59287 INCOME TAX RECOVERY -6231 -6231 56217260 43997610 11649041 570609 2956526 1496594 13535197 8710115 4013133 5382556 2935691 2554584 872026 821055 1209784 2095974 31462449 22647868 9052674 8814581 60459962 68154936 12715224 11817208 107750217 109847603 5034894 3882295 7978577 7700968 2790084 2377434 21212471 20669390 37016026 34630087 X 50707731 50038267 20026460 25179249 70734191 75217516 107750217 109847603 X -2101881 6791623 -206417 X 0 1 X 1 1 1 X 17931261 20628050 27933500 29610493 25325850 121429154 20300807 14889553 20495720 18884161 21131320 95701561 38232068 35517603 48429220 48494654 46457170 217130715 1820 2423 2942 2490 5650 15325 209421 367238 397830 122390 279799 1376678 211241 369661 400772 124880 285449 1392003 215738712 2991626 3337268 4442981 4263500 3870185 18905560 2991626 3337268 4442981 4263500 3870185 18905560 17775 31515 263 49553 41223694 38854871 52889976 52789669 50327618 236085828 0.91380 0.92110 0.08010 0.07890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 504233 504233 51440190 51944423 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 480327 573660 573660 504233 2131880 250000 250000 250000 250000 1000000 1500000 17315549 3473 1910729 378386 18851365 17077889 3377 558263 323980 17315549 20374285 1937 -3092134 206199 17077889 17196350 4282 3444187 270534 20374285 15811398 3594 1911024 529666 17196350 0.95666 0.04334 0.00000 0 0 2263971 2263971 4676714 1764593 2912121 16947393 13734593 3212800 7574371 7148682 425689 8814581 DUE (TO) FROM OTHER FUNDS -238477 RIGHT-OF-USE ASSETS - FINANCE LEASE 194925 RIGHT-OF-USE ASSETS - OPERATING LEASE 11829187 UNEMPLOYMENT ESCROW 31573 11817208 NON-CURRENT PORTION OF ACCRUED POST-RETIREMENT BENEFITS 6551701 OPERATING LEASE OBLIGATIONS 14004530 FINANCE LEASE OBLIGATIONS 113159 20669390 X 60670254 6791623 -206417 6585206 54085048 304856 -274525 30331 54115379 56186929 274525 274525 55912404 304856 304856 56217260 PART X, LINE 2: THE ASSOCIATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. THE ALA/APA IS EXEMPT UNDER SECTION 501(C)(6) OF THE IRC. THESE SECTION 501(C)(3) AND SECTION 501(C)(6) ORGANIZATIONS ARE TAXED ONLY ON INCOME CLASSIFIED AS UNRELATED BUSINESS INCOME. THE ALA/APA DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2024 OR 2023. THE ASSOCIATION HAS INCOME DERIVED FROM CERTAIN ADVERTISING ACTIVITIES THAT HAS BEEN DETERMINED TO BE UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME IS TAXED IN ACCORDANCE WITH FEDERAL AND STATE INCOME TAX REGULATIONS. THE PROVISION FOR UNRELATED BUSINESS INCOME TAXES WAS $6,000 IN 2024 AND $12,000 IN 2023. THE EDWARDS TRUST IS AN EXEMPT PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE IRC AND IS TAXED ON NET INVESTMENT INCOME AND UNDISTRIBUTED INCOME, AS DEFINED BY THE IRC. TAX RETURNS ARE FILED ON A CALENDAR-YEAR BASIS FOR THE EDWARDS TRUST. THE PROVISION FOR INCOME TAXES WAS $581 AND $2,494 FOR THE CALENDAR YEARS 2024 AND 2023, RESPECTIVELY. THE TAX YEARS ENDED 2021, 2022 AND 2023 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. BASED ON THE EVALUATION OF THE ASSOCIATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION; THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2024 OR 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: POST-RETIREMENT BENEFITS COST -206,417. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -262,009. FUNDRAISING EXPENSES -12,516. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 262,009. FUNDRAISING EXPENSES 12,516. X X X X X X 1 MCCOY & SIMON 462 ROSEDALE ROAD PRINCETON NJ 08540 PROFESSIONAL FUNDRAISING SERVICES 0 0 37093 -37093 CAMRON PUBLIC RELATIONS US LLC 270 LAFAYETTE STREET SUITE 600 NEW YORK NY 100123327 PROFESSIONAL FUNDRAISING SERVICES 0 0 84038 -84038 121131 -121131 AK AL AR AZ CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA VT WA WI WV WY SD HOY SCHOLARSHIP SILENT AUCTION 8705 8705 5214 8705 8705 5214 5214 3491 1 GRANTS AND AWARDS 974 5473569 PART I, LINE 2: RECIPIENTS OF GRANTS AND OTHER ASSISTANCE FROM THE AMERICAN LIBRARY ASSOCIATION ARE THOSE INDIVIDUALS AND UNITS ENGAGED IN THE FURTHERANCE OF THE DISSEMINATION OF INFORMATION OF VALUE TO THE PROFESSION. THE DISBURSEMENTS ARE AUTHORIZED BY OFFICERS, DIVISION HEADS AND UNIT HEADS AND ARE IN COMPLIANCE WITH THE RULES ESTABLISHED BY THE EXECUTIVE BOARD, COUNCIL AND THE RULES AND BYLAWS OF THE ASSOCIATION. RECIPIENTS, WHERE APPROPRIATE, REPORT TO THE ASSOCIATION ON THE PROGRESS OF THEIR STUDIES AND COMPLETION OF PROJECTS. X X 1 1 0 0 0 0 0 1 0 TRACIE HALL EXECUTIVE DIRECTOR (THRU 10/23) 253178 0 0 0 159086 0 17100 0 8191 0 437555 0 0 0 MELISSA WALLING INTERIM SR. ASSOC. EXEC. DIRECTOR 205658 0 0 0 0 0 12989 0 9969 0 228616 0 0 0 ALAN INOUYE INTERIM ASSOC. EXEC. DIR. (TO 5/2025 203510 0 0 0 0 0 14393 0 9612 0 227515 0 0 0 LORELLE HOPKINS ASSOCIATE EXECUTIVE DIRECTOR 197923 0 0 0 0 0 14028 0 9969 0 221920 0 0 0 DINA TSOURDINIS CHIEF FINANCIAL OFFICER 198379 0 0 0 0 0 0 0 812 0 199191 0 0 0 REBECCA HEADRICK CHIEF INFORMATION TECHNOLOGY OFFICER 185788 0 0 0 0 0 0 0 7099 0 192887 0 0 0 SHAKIR AKBARI DIRECTOR OF ENTERPRISE APPLICATIONS 154412 0 0 0 0 0 11037 0 20093 0 185542 0 0 0 GEORGE KENDALL SENIOR DIRECTOR, ALA PUBLISHING & ME 160146 0 0 0 0 0 11310 0 9969 0 181425 0 0 0 DENISE MORITZ DIRECTOR OF FINANCIAL REPORTING & CO 148065 0 5000 0 0 0 10805 0 13393 0 177263 0 0 0 MARY MACKAY FMR. INTERIM SR. ASSOC. EXEC. DIRECT 106181 0 0 0 0 0 16427 0 7583 0 130191 0 0 0 PART I, LINES 4A-B TRACIE HALL - $159,086 PART I, LINE 7 ONE LISTED INDIVIDUAL RECEIVED A BONUS IN THE AMOUNT OF $5,000, PAID IN COMPENSATION FOR ASSIGNMENT OF ADDITIONAL PROJECTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A STOCKLESS CORPORATION GOVERNED BY ITS MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE GOVERNING BODY, THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 7B DUES SHALL BE SET BY THE EXECUTIVE BOARD WITH APPROVAL BY THE COUNCIL. NO DUES INCREASE SHALL EXCEED THE CONSUMER PRICE INDEX PERCENTAGE CHANGE FOR THE PRECEDING TWELVE (12) MONTHS EXCEPT AS APPROVED BY THE COUNCIL AND RATIFIED BY THE MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ASSOCIATION'S INDEPENDENT ACCOUNTANT AND REVIEWED BY THE ASSOCIATION'S INTERNAL STAFF. AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVE BOARD MEMBERS ARE REQUIRED TO SIGN AND SUBMIT A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. ALL ASSOCIATION EMPLOYEES, INCLUDING KEY EMPLOYEES, ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT UPON EMPLOYMENT AND ARE BOUND BY THE TERMS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION LEVELS FOR THE EXECUTIVE DIRECTOR, KEY EMPLOYEES AND ALL OTHER STAFF ARE APPROVED BY THE EXECUTIVE BOARD DURING THE ANNUAL BUDGET PROCESS. THE EXECUTIVE DIRECTOR HAS A WRITTEN EMPLOYMENT CONTRACT. CHANGES IN COMPENSATION LEVELS ARE BASED ON PERFORMANCE. AS CONSIDERED NECESSARY, COMPENSATION LEVELS ARE COMPARED TO OTHER COMPARABLE ORGANIZATIONS THROUGH A REVIEW OF FORM 990 FILINGS AND COMPENSATION SURVEYS/STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE ONLINE VIA ITS WEBSITE. FORM 990, FORM 990-T, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: POST-RETIREMENT BENEFITS COST -206,417. ALA ALLIED PROFESSIONAL ASSOCIATION 225 N MICHIGAN AVENUE SUITE 1300 CHICAGO IL 60601 320077152 PROMOTION OF LIBRARIANS AND LIBRARY WORKERS IL 501(C)(6) AMERICAN LIBRARY ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 ALA ALLIED PROFESSIONAL ASSOCIATION M 192534 FMV ALA ALLIED PROFESSIONAL ASSOCIATION L 35000 INDIRECT COST STUDY