2021-11-05T08:35:15-05:00 2021-06-30 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990 2020-07-01 463994293 INTERNATIONAL LITERACY ASSOCIATION INTE 8003367323 PO BOX 8139 NEWARK DE 197148139 DEBORAH HARRIS DIRECTOR OF FINANCE 8003367323 2021-11-04 1 DEBORAH HARRIS 999009999 JONATHAN D MOLL CPA P01053700 3022250600 2021-11-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X DEBORAH HARRIS PO BOX 8139 NEWARK DE 197148139 6049283 0 6189 X WWW.LITERACYWORLDWIDE.ORG X 2013 DE PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 12 12 38 75 62153 0 164177 509377 3097899 1328097 296716 1743502 1059456 476993 4618248 4057969 62643 55250 0 0 3189830 2150501 0 0 59605 3786304 1780248 7038777 3985999 -2420529 71970 7238561 6658343 3839269 2650170 3399292 4008173 X PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 0 1 1498447 474331 MEETINGS AND EVENTS - A PRIMARY MEANS BY WHICH THE ASSOCIATION PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR EDUCATORS. 613139 33350 528572 CONSTITUENT SERVICES - PROFESSIONAL MEMBERSHIP SERVICES INCLUDING A BI-MONTHLY MEMBER MAGAZINE REPORTING LATEST TRENDS IN LITERACY AND EASY-TO-IMPLEMENT CLASSROOM STRATEGIES. 811897 21900 305510 EDUCATION AND RESEARCH - THE PRODUCTION OF WIDELY RECOGNIZED RESEARCH BASED JOURNALS WITH CUTTING-EDGE, CLASSROOM-TESTED LITERACY TEACHING STRATEGIES. 17053 24492 OTHER PROGRAMS - OTHER PROFESSIONAL DEVELOPMENT PROGRAMS DESIGNED TO BENEFIT ILA MEMBERS AND THE PUBLIC AT LARGE. 17053 24492 2940536 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 39 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X FINANCE & ADMINISTRATION 8003367323 PO BOX 8139 NEWARK DE 197148139 STEPHEN G PETERS PRESIDENT 10.00 X X 0 0 0 ROBERT TIERNEY VICE PRESIDENT 10.00 X X 0 0 0 KATHY HEADLEY PAST PRESIDENT 10.00 X X 0 0 0 JULI-ANNE BENJAMIN MEMBER 10.00 X 0 0 0 KIA BROWN-DUDLEY MEMBER 10.00 X 0 0 0 WENDY CARSS MEMBER 10.00 X 0 0 0 RACHAEL GABRIEL MEMBER 10.00 X 0 0 0 DANIELLE V DENNIS MEMBER 10.00 X 0 0 0 KENNETH KUNZ MEMBER 10.00 X 0 0 0 ANNETTE M KIBERU MEMBER 10.00 X 0 0 0 J HELEN PERKINS MEMBER 10.00 X 0 0 0 LAURIE SHARP MEMBER 10.00 X 0 0 0 MARCIE CRAIG POST EXECUTIVE DIRECTOR 35.00 X 215173 0 15623 DEBORAH HARRIS DIRECTOR OF FINANCE 35.00 X 102964 0 13097 DAN MANGAN DIRECTOR OF ADVOCACY AND PUBLIC POLICY 35.00 X 126205 0 13730 444342 0 42450 3 0 1 0 JOHN WILEY & SONS INC 350 MAIN ST MALDEN MA 02148 JOURNALS PRINTING/DISTRIBUTION 244146 GPX COMMUNICATIONS LLC PO BOX 1023 SOUTHEASTERN PA 193981023 NETWORK MANAGEMENT & TECHNICAL SUPPORT 168141 VRS MEETINGS & EVENTS INC 7403 VENICE ST FALLS CHURCH VA 22043 PROFESSIONAL MEETING MANAGEMENT SERVICES 144858 3 357000 152377 509377 CONSTITUENT SERVICES 900099 528572 528572 MEETINGS AND EVENTS 900099 474331 474331 EDUCATION AND RESEARCH 511190 300702 300702 COUNCIL AND OTHER 900099 24492 24492 1328097 84050 84050 235002 235002 244545 69515 175030 175030 175030 1228260 2351064 947189 972683 281071 1378381 1659452 1659452 6735 1927 4808 4808 MEMBERSHIP LIST RENTAL 900099 45446 45446 ADVERTISING 541800 16707 16707 62153 4057969 1332905 62153 2153534 26250 26250 29000 29000 339758 339758 1466861 1328962 96470 41429 37425 36742 149 534 179124 141671 32582 4871 127333 96254 28259 2820 29974 21899 8075 76940 25604 51159 177 22185 22185 110664 106618 4046 7267 2196 4979 92 454883 326769 126579 1535 168616 101450 64560 2606 3065 200 2865 346771 342921 3850 21322 21322 81029 22903 57973 153 31738 31738 OUTSIDE SERVICES 409792 324333 84004 1455 PROFESSIONAL DEVELOPMEN 4822 1276 3546 COST OF GOODS SOLD 4819 4819 POSTAGE AND SHIPPING 4050 669 3298 83 2311 2311 3985999 2940536 985858 59605 21654 111561 21000 110776 37473 7582 2299 80342 24014 240944 193478 1101178 47466 5296683 5957758 445698 339377 174648 117395 7238561 6658343 1194112 1102095 902166 694365 1000000 357000 671862 385991 181848 3839269 2650170 X 2765136 3168415 634156 839758 3399292 4008173 7238561 6658343 71970 536911 0 X X 0 1 X 1 0 X 287786 122143 164177 509377 1083483 4456083 4021493 3108682 1334832 12921090 4743869 4143636 3272859 1844209 14004573 0 0 0 14004573 618765 1117854 977508 563597 3277724 516473 523378 341740 62153 1443744 1135238 1641232 1319248 625750 4721468 5879107 5784868 4592107 2469959 18726041 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 36312 0 0 0 0 0 36312 0 PART II-B, LINE 1: IN APRIL 2021, ILA SIGNED ONTO A LETTER SENT BY THE 60-MEMBER ADVOCATES FOR LITERACY COALITION TO THE HOUSE AND SENATE APPROPRIATIONS COMMITTEE LEADERS REQUESTING $500 MILLION IN LEARN FUNDING FOR 2022. IN MAY 2021, ILA SIGNED ONTO A LETTER SENT BY THE 60-MEMBER ADVOCATES FOR LITERACY COALITION TO THE U.S. DEPARTMENT OF EDUCATION RECOMMENDING THAT FUNDS FROM THE AMERICAN RESCUE PLAN BE USED TO SUPPORT COMPREHENSIVE LITERACY INSTRUCTION. 5742381 2294234 892516 7750 2602061 22185 6297135 7534531 63 23918 8059 1785632 22440 5742381 6327502 2596844 257478 2000 1629290 16003 7534531 8042499 110433 330103 3250 2135000 17283 6327502 0.91000 0.02000 0.07000 0 0 240944 193478 47466 47466 OTHER SECURITIES 339377 F 339377 AMOUNTS HELD FOR OTHERS IN CHARITABLE REMAINDER TRUST 79804 OTHER DEPOSITS 59944 REFUNDABLE DEPOSITS 42100 181848 X 4644137 536911 71442 608353 4035784 22185 22185 4057969 4035256 71442 71442 3963814 22185 22185 3985999 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE BOTH A SOURCE OF OPERATING FUNDS AND LONG-TERM FINANCIAL STABILITY FOR THE ORGANIZATION. THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AND ENDOWMENT FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS QUASI-ENDOWMENTS. PART X, LINE 2: THE ASSOCIATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF IRS CODE SECTION 509(A)(2). INCOME NOT RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IMPOSE A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED IN REGARD TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS IS REQUIRED TO BE ACCRUED AND INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION AS OF JUNE 30, 2021 AND 2020. THE FEDERAL INFORMATIONAL RETURNS OF THE ASSOCIATION FOR THE YEARS ENDED JUNE 30, 2018, 2019 AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED AGAINST SALES OF INVENTORY 1,927. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 69,515. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED AGAINST SALES OF INVENTORY 1,927. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 69,515. 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS 5000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS 5000 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS 4000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS 5000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS 5000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS 5000 0 0 0 0 0 0 29000 0 29000 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION'S MANAGEMENT MONITORS USE OF GRANT FUNDS TO ASSURE COMPLIANCE WITH PROGRAM OBJECTIVES. PART III ACCOUNTING METHOD: 1 REGIE ROUTMAN TEACHER RECOGNITION GRANT 3 3875 0 FMV CONSTANCE MCCULLOUGH INTERNATIONAL RESEARCH AWARD 1 891 0 FMV JEANNE S. CHALL RESEARCH AWARD 1 2250 0 FMV ELVA KNIGHT RESEARCH GRANT 2 2712 0 FMV ESTHER ZOLT AWARD 1 5000 0 FMV HELEN M ROBINSON AWARD 1 1200 0 FMV JERRY JOHNS OUTSTANDING AWARD IN READING 1 1000 0 FMV NILA BANTON SMITH AWARD 2 4500 0 FMV STATE AND PROVINCIAL COORDINATOR STIPENDS 15 4350 0 FMV BOARD SERVICE AWARDS 8 0 472 COST AWARD PLAQUES PART I, LINE 2: THE ORGANIZATION HAS A COMMITTEE THAT INCLUDES MEMBERS WHO REVIEW AWARD APPLICATIONS THAT HAVE BEEN SUBMITTED. THE COMMITTEE THEN SELECTS AWARD RECIPIENTS FOR EACH AWARD. 1 X X X X 0 0 0 0 0 0 0 0 0 MARCIE CRAIG POST EXECUTIVE DIRECTOR 215173 0 0 0 0 0 5964 0 9659 0 230796 0 0 0 FORM 990, PART III, LINE 3 IN PAST YEARS ONE OF THE LARGEST PROGRAM SERVICE ACCOMPLISHMENTS WAS LIVE IN-PERSON CONFERENCES. THE ASSOCIATION NOW CONDUCTS THIS PROGRAM THROUGH VIRTUAL MEETINGS AND EVENTS DUE TO THE IMPACT OF COVID-19. THE CHANGE IMPACTED THE VOLUME OF REVENUES AND EXPENSES ASSOCIATED WITH THIS PROGRAM. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO INDIVIDUALS INTERESTED IN FURTHERING THE PURPOSES OF THE ASSOCIATION. MEMBERSHIP IS EFFECTIVE AFTER PAYMENT IS PROCESSED OR UPON RECEIPT OF VALID PURCHASE ORDER. INDIVIDUAL MEMBERS ARE ELIGIBLE TO VOTE IN ELECTIONS AND ON OTHER MATTERS SPECIFIED BY THE BOARD OR BY LAW. FORM 990, PART VI, SECTION A, LINE 7A INDIVIDUAL MEMBERS OF THE ASSOCIATION VOTE TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE TAX RETURN BEFORE IT IS FILED TO ENSURE THE ACCURACY OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THIS ON AN ANNUAL BASIS TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 ILA MAINTAINS MEMBERSHIP IN A PROFESSIONAL ORGANIZATION THAT OFFERS ACCESS TO COMPENSATION STUDIES TO ASSIST WITH DETERMINING APPROPRIATE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE IN THE BUSINESS OFFICE AND ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: ILA HAS AN AUDIT COMMITTEE THAT IS LED BY A MEMBER OF THE BOARD OF DIRECTORS APPOINTED BY THE BOARD PRESIDENT. FOUNDATION FOR IMPACT ON LITERACY AND LEARNING INC 7950 JONES BRANCH DR MCLEAN VA 22107 161650130 SUPPORT SCHOOLS AND EDUCATIONAL PROGRAMS; PROMOTE LITERACY AND LEARNING VA 501(C)(3) LINE 7 INTERNATIONAL LITERACY ASSOCIATION THROUGH 6302021 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 FOUNDATION FOR IMPACT ON LITERACY AND LEARNING INC Q 125040 ACTUAL EXPENSES BILLED PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS, COLUMN (F): EFFECTIVE JUNE 30, 2021, THE FOUNDATION FOR IMPACT ON LITERACY AND LEARNING (FOUNDATION) AMENDED THEIR ARTICLES OF INCORPORATION AND REMOVED INTERNATIONAL LITERACY ASSOCIATION AS THE SOLE CORPORATE MEMBER. THE FOUNDATION NOW OPERATES AS A PUBLIC CHARITY INDEPENDENT OF THE INTERNATIONAL LITERACY ASSOCIATION.