2019-03-26T13:05:37-05:00 2018-06-30 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990 2017-07-01 463994293 INTERNATIONAL LITERACY ASSOCIATION INTE 3027311600 258 CHAPMAN ROAD NO 203 NEWARK DE 197025443 DEBORAH HARRIS DIRECTOR OF FINANCE 3027311600 2019-03-26 1 JONATHAN D MOLL CPA P01053700 3022250600 2019-03-26 50.233.99.242 2019-03-26 13:06:06 ED P F5FCF03BED2F1308BA50B4B54FCD6DC8FA72B661 F5FCF03BED2F1308BA50B4B54FCD6DC8FA72B661 2017 2019-02-21 02:37:17Z X DEBORAH HARRIS 258 CHAPMAN ROAD NO 203 NEWARK DE 197025443 10962035 0 6189 X WWW.LITERACYWORLDWIDE.ORG X 2013 DE PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 12 12 61 75 516473 0 0 287786 0 4252860 0 692182 0 1115759 0 6348587 0 56277 0 0 0 4475134 0 4361 331310 0 3493435 0 8029207 0 -1680620 0 10256568 0 4087726 0 6168842 X PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 0 0 2837734 2486991 CONFERENCES- A PRIMARY MEANS BY WHICH THE ASSOCIATION PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR EDUCATORS. 1810275 11250 1075964 CONSTITUENT SERVICES - PROFESSIONAL MEMBERSHIP SERVICES INCLUDING A BI-MONTHLY MEMBER MAGAZINE REPORTING LATEST TRENDS IN LITERACY AND EASY-TO-IMPLEMENT CLASSROOM STRATEGIES. 1164264 45027 738180 EDUCATION AND RESEARCH - THE PRODUCTION OF WIDELY RECOGNIZED RESEARCH BASED JOURNALS WITH CUTTING-EDGE, CLASSROOM-TESTED LITERACY TEACHING STRATEGIES. 110659 86468 OTHER PROGRAMS - OTHER PROFESSIONAL DEVELOPMENT PROGRAMS DESIGNED TO BENEFIT ILA MEMBERS AND THE PUBLIC AT LARGE. 110659 86468 5922932 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 1 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 1 102 0 1 61 1 1 1 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 3027311600 258 CHAPMAN ROAD SUITE 203 NEWARK DE 197025443 DOUGLAS FISHER PRESIDENT 10.00 X X 0 0 0 BERNADETTE DWYER VICE PRESIDENT 10.00 X X 0 0 0 WILLIAM TEALE MEMBER 10.00 X 0 0 0 GWYNNE ASH MEMBER 10.00 X 0 0 0 CATHY COLLIER MEMBER 10.00 X 0 0 0 BEVERLEY HARRIS MEMBER 10.00 X 0 0 0 RACHEL KARCHMER-KLEIN MEMBER 10.00 X 0 0 0 STEPHANIE LAIRD MEMBER 10.00 X 0 0 0 SUSAN PAASCH MEMBER 10.00 X 0 0 0 STEPHEN PETERS MEMBER 10.00 X 0 0 0 JULIA REYNOLDS MEMBER 10.00 X 0 0 0 JENNIFER WILLIAMS MEMBER 10.00 X 0 0 0 MARCIE CRAIG POST EXECUTIVE DIRECTOR 35.00 X 229252 0 18384 LINDA MARSTON DIRECTOR OF FINANCE 35.00 X 133553 0 14477 STEPHEN SYE ASSOCIATE EXECUTIVE DIRECTOR 35.00 X 146524 0 17616 DAN MANGAN DIRECTOR OF PUBIC AFFAIRS 35.00 X 131393 0 14436 640722 0 64913 4 0 1 0 FREEMAN PO BOX 650519 DALLAS TX 75265 CONVENTION SERVICES (DECORATOR, A/V) 650099 JOHN WILEY & SONS INC 350 MAIN ST MALDEN MA 02148 JOURNALS PRINTING/DISTRIBTUION 258433 GPX COMMUNICATIONS LLC PO BOX 1023 SOUTHEASTERN PA 19398 NETWORK MANAGEMENT & TECHNICAL SUPPORT 197390 RICKARD SQUARED 190 MOTOR PARKWAY STE 103 HAUPPAUGE NY 11788 RETARGET MARKETING & LIST RENTAL 144145 THE BALLANTINE CORP 55 LANE ROAD STE 420 FAIRFIELD NY 07004 DIRECT MAIL AND DIGITAL MARKETING 137989 7 287786 287786 CONFERENCES 900099 2486991 2486991 CONSTITUENT SERVICES 900099 1075964 1075964 EDUCATION AND RESEARCH 511190 603437 603437 COUNCIL AND OTHER 900099 86468 86468 4252860 154222 154222 421372 421372 38022 0 38022 38022 38022 5082928 4544968 537960 537960 537960 203223 68480 134743 134743 ADVERTISING 541800 461135 461135 MEMBERSHIP LIST RENTAL 900099 60487 55338 5149 521622 6348587 4387603 516473 1156725 46429 46429 9848 9848 399370 399370 3116381 2332366 575282 208733 134337 99054 25716 9567 567263 366889 165745 34629 257783 172040 70041 15702 78952 58283 20669 132209 132209 4361 4361 17283 17283 356492 343980 9438 3074 65070 61795 3275 270176 251914 5408 12854 305365 280157 4269 20939 225004 133501 90114 1389 1086888 1083078 3810 1414 1414 79006 7637 70399 970 45782 6420 39362 OUTSIDE SERVICES 360343 284212 64513 11618 POSTAGE AND SHIPPING 245448 242151 2461 836 PRINTING 141015 137982 3033 PROFESSIONAL DEVELOPMEN 74521 1508 73013 8467 3688 4449 330 8029207 5922932 1774965 331310 450594 115560 14966 1075555 7907438 5778019 0 2129419 5503926 823575 0 142973 0 10256568 638067 3315589 0 134070 0 4087726 X 5591703 399584 177555 0 6168842 0 10256568 X -1680620 -361087 8210549 X X 0 1 X 1 0 X 1363750 1363750 3380119 3380119 4743869 4743869 0 0 0 4743869 618765 618765 516473 516473 1135238 1135238 5879107 5879107 X 0 1 0 0 0 0 1 93150 0 0 93150 0 PART II-B, LINE 1: JOINED OTHER MEMBERS OF THE ADVOCATES FOR LITERACY COALITION IN SENDING A LETTER TO USED DIRECTOR OF THE POLICY AND PROGRAM STUDIES SERVICE. LETTER PROPOSED THAT ADDITIONAL PRIORITY AREAS BE INCLUDED IN THE OVERALL LITERACY PRIORITY FOCUSED ON NEED TO PROMOTE STRONGER ABILITIES TO FOSTER FOUNDATIONAL EARLY LANGUAGE AND LITERACY SKILLS. CO-HOSTED A BRIEFING ON LITERACY LEADERSHIP FOR CONGRESSIONAL STAFFERS IN NOVEMBER 2017. SIGNED ON TO TWO LETTERS URGING BUDGET SUPPORT FOR THE LEARN ACT 9. 8042499 110433 312819 3250 2135000 6327501 0.94000 0.02000 0.04000 0 0 1089848 1089848 3044878 2122010 922868 3772712 3656009 116703 2129419 OTHER SECURITIES 823575 F 823575 HELD FOR OTHERS IN CHARITABLE REMAINDER TRUST 74938 CAPITAL LEASE PAYABLE 59132 134070 X 6038697 -361087 68480 -292607 6331304 17283 17283 6348587 8080404 68480 68480 8011924 17283 17283 8029207 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. 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, 2018 AND 2017. THE FEDERAL INFORMATIONAL RETURNS OF THE ASSOCIATION FOR THE YEARS ENDED JUNE 30, 2015, 2016 AND 2017 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 68,480. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED AGAINST SALES OF INVENTORY 68,480. SCHEDULE D PART VI LINE 1A $905,666 OF LAND IS NOT USED IN OPERATIONS. 1 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES IMPLEMENTING THE "ACTIVE TEACHING & LEARNING APPROACHES IN SCHOOLS" PROGRAM IN 170 PRIMARY SCHOOLS IN EASTERN, CENTRAL, NORTH WESTERN, NORTH CENTRAL, SOUTHERN AND UVA PROVINCES IN SRI LANKA. 15148 0 0 0 0 0 0 15148 0 15148 DINA FEITELSON RESEARCH AWARD NORTH AMERICA 1 250 CHECK FMV INTERNATIONAL FUND TRAVEL GRANT SUB-SAHARAN AFRICA 1 2898 WIRE TRANSFER FMV CONSTANCE MCCULLOUGH INTERNATIONAL RESEARCH GRANT EAST ASIA AND THE PACIFIC 1 4000 WIRE TRANSFER FMV CONSTANCE MCCULLOUGH INTERNATIONAL RESEARCH GRANT NORTH AMERICA 2 1800 CHECK FMV STATE AND PROVINCIAL COORDINATOR STIPENDS NORTH AMERICA 2 600 CHECK FMV DIRECTOR OF MEMBERSHIP STIPENDS NORTH AMERICA 1 300 CHECK FMV 0 0 0 0 0 0 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 REGIE ROUTMAN TEACHER RECOGNITION GRANT 1 1125 0 FMV ERWIN ZOLT DIGITAL LITERACY AWARD 1 5000 0 FMV ILA CONFERENCE SCHOLARSHIP AWARD 2 402 0 FMV TEACHERS AS RESEARCHERS GRANT 1 3450 0 FMV ILA ELVA KNIGHT RESEARCH GRANT 8 11464 0 FMV STEPHEN STAHL RESEARCH GRANT 1 1000 0 FMV DINA FEITELSON RESEARCH AWARD 1 250 0 FMV CHILDREN AND YOUNG ADULTS BOOK AWARD 6 4800 0 FMV JEANNE S. CHALL RESEARCH AWARD 1 2250 0 FMV HELEN M. ROBINSON GRANT 1 1200 0 FMV CONSTANCE MCCULLOUGH INTERNATIONAL RESEARCH GRANT 1 4000 0 FMV JERRY JOHNS OUTSTANDING AWARD IN READING 1 1000 0 FMV ACRYLIC PAPERWEIGHT AWARDS FOR BOARD MEMBERS 12 0 79 COST ACRYLIC PAPERWEIGHT AWARDS AT COST AWARD FOR DE PROJECT 1 0 59 COST PLAQUE AWARD AT COST STATE AND PROVINCIAL COORDINATOR STIPENDS 21 6150 0 FMV DIRECTOR OF MEMBERSHIP STIPENDS 14 4200 0 FMV 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 0 0 0 0 0 0 0 0 0 MARCIE CRAIG POST EXECUTIVE DIRECTOR 229252 0 0 0 0 0 10277 0 8107 0 247636 0 0 0 STEPHEN SYE ASSOCIATE EXECUTIVE DIRECTOR 146524 0 0 0 0 0 6584 0 11032 0 164140 0 0 0 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. 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 AN OUTSIDE CONSULTANT IS RETAINED TO ADVISE ON 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 XI, LINE 9: TRANSFER OF NET ASSETS FROM INTERNATIONAL READING ASSOCIATION, INC. 8,210,549. 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 THE PROGRAMS OF INTERNATIONAL LITERACY ASSOCIATION VA 501(C)(3) LINE 7 INTERNATIONAL LITERACY ASSOCIATION 1 INTERNATIONAL READING ASSOCIATION INC 258 CHAPMAN ROAD NEWARK DE 19702 362364659 PREDECESSOR ENTITY OF INTERNATIONAL LITERACY ASSOCIATION DE 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 FOUNDATION FOR IMPACT ON LITERACY AND LEARNING INC Q 89626 ACTUAL EXPENSES BILLED INTERNATIONAL READING ASSOCIATION INC S 8210549 FMV SCHEDULE R PART V LINE 2 (2) SINCE JUNE 30, 2014, INTERNATIONAL READING ASSOCIATION, INC. (IRA) BEGAN OPERATING UNDER THE NAME INTERNATIONAL LITERACY ASSOCIATION (ILA). MANAGEMENT OF IRA FORMED A SEPARATE DELAWARE NONPROFIT CORPORATION IN 2013 UNDER THE NAME INTERNATIONAL LITERACY ASSOCIATION FOR THE PURPOSE OF RECEIVING 100% OF THE ACTIVITIES OF IRA. THE PURPOSE OF TRANSFERRING 100% OF THE ACTIVITIES TO ILA ALLOWED THE ORGANIZATION TO MOVE JURISDICTION FROM PENNSYLVANIA TO DELAWARE, WHICH IS THE JURISDICTION OF ITS OPERATIONS. THE TRANSFER OF ASSETS, LIABILITIES, AND ACTIVITIES OCCURRED ON JULY 1, 2017. UPON THE COMPLETION OF THE TRANSFER, IRA CEASED TO EXIST AND LEFT ILA AS THE SURVIVING ORGANIZATION.