2019-07-02T10:36:10-07:00 2018-08-31 990 2017-09-01 362166947 AMERICAN LIBRARY ASSOCIATION AMER 3122805834 50 East Huron Street Chicago IL 606112795 Mary Ghikas Executive Director 3122802518 2019-07-02 207.181.198.122 2017 2019-02-21 02:37:17Z Mary Ghikas 50 East Huron Street Chicago IL 606112795 69910615 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. 11 11 307 75 5029940 0 15826779 16900563 25102178 27411860 1484388 3129214 5727382 6523881 48140727 53965518 1516210 2264141 0 0 25399162 24542338 0 0 388608 26230496 27780774 53145868 54587253 -5005141 -621735 71557291 81801580 32621842 35763081 38935449 46038499 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 10384818 0 Mutual membership benefit programs, general/other-Membership services provided in conjunction with member participation. Personal and organizational members totaled 58,000 as of August 31, 2018. 9091786 13611978 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. 3205819 11529491 Publishing-publishing of trade journals and books to aide the profession. Published 12 trade journals and 57 books on a variety of topics of interest to the profession during the year. 25751042 2011938 Mutual membership benefit programs, general/other: General activities such as diversity, international relations, accreditation and monitoring legislation. (15 offices/departments) 2264141 2264141 0 Mutual membership benefit programs, general/other: Programs related to grants and awards as per donor's requirements (817 beneficiaries). 215057 0 Mutual membership benefit programs, general/other: Round Table discussions and activities (20 Round Tables). 28230240 2264141 2011938 50912663 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 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 1295 0 1 307 1 1 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL IN MA X L Denise Moritz 3122805834 50 East Huron Street Chicago IL 606112795 James Neal President 5 0 X X 0 0 0 Loida Garcia-Febo President Elect 5 0 X X 0 0 0 Julie Todaro Immediate Past President 5 0 X X 0 0 0 Susan Hildreth Treasurer 5 0 X X 0 0 0 Trevor Dawes Board Member 5 0 X 0 0 0 Karen Downing Board Member 5 0 X 0 0 0 Julius C Jefferson Jr Board Member 5 0 X 0 0 0 Mike Marlin Board Member 5 0 X 0 0 0 Andrew Pace Board Member 5 0 X 0 0 0 Lessa Kanani'opua Pelayo-Lozada Board Member 5 0 X 0 0 0 Gina Persichini Board Member 5 0 X 0 0 0 Patricia Wong Board Member 5 0 X 0 0 0 Mary Ghikas Executive Director 35 0 X 224314 0 29731 Keith Fiels Executive Director (retired) 35 0 X 159331 0 16863 Mark Leon CFO 35 0 X 186541 0 17114 Cathleen Bourdon Associate Executive Director 35 0 X 153511 0 17773 Mary Ellen Davis Executive Director - ACRL 35 0 X 134184 0 29281 Dan Hoppe Associate Executive Director 35 0 X 130503 0 42993 Alan Inouye Director 35 0 X 132833 0 18806 Mary Mackay Associate Executive Director 35 0 X 133906 0 19308 Bill Ott Editor & Publisher, Booklist Publications 35 0 X 149681 0 19991 1404804 0 211860 25 0 1 0 PC Connection 730 Milford Road Merrimack NH 03054 Information technology consulting services 940310 PBD Worldwide 1650 Bluegrass Lakes Parkway Alpharetta GA 30004 Fulfillment center services 817682 Promet Source 1802 W Berteau Avenue Unit 209 Chicago IL 60613 Information technology consulting services 638355 LSC Communications PO Box 932987 Cleveland OH 44193 Printing services 549832 Hall Erickson 98 E Naperville Rd Westmont IL 60559 Trade show consulting 394888 41 0 8293466 0 0 1668569 6938528 0 16900563 Advertising, net 541800 5029940 0 5029940 0 Sales of materials 511130 2430904 2430904 0 0 Subscriptions 511120 4317100 4317100 0 0 Meetings and conferences 541900 13611978 13611978 0 0 2021938 2021938 0 0 27411860 1608211 0 0 1608211 0 0 0 0 1589517 1589517 0 0 0 0 16705955 0 15184952 0 1521003 0 1521003 0 0 1521003 0 5542741 760145 4782596 4782596 0 0 Mailing list rental 511140 151768 0 0 151768 0 0 0 0 151768 53965518 28754033 5029940 3280982 0 2264141 2264141 723698 122809 600889 0 0 0 0 17137917 13439299 3437280 261338 989269 751140 223655 14474 4349423 2513548 1790246 45629 1342031 1018987 303408 19636 242884 50000 192884 0 113063 253 112810 257953 257953 326847 276418 50429 4631811 3711948 897828 22035 55063 53539 1524 2278107 1918828 353695 5584 983903 393561 590342 516394 516394 350842 40529 310313 2921681 2731355 186691 3635 7144730 6959253 183342 2135 94233 68996 25237 2445029 1164386 1280391 252 141994 44526 97468 Bad debt 449628 268908 180720 0 Publications and printing 3273987 3160003 107219 6765 Equipment/furniture rental and repair 571371 328050 243321 Internal overhead and transfers 4841 8232206 -8228027 662 976413 625633 345841 4939 54587253 50912663 3285982 388608 1178661 975568 8177379 9344249 237809 455353 3592009 3490119 105000 41457 1717262 1550443 1069519 533926 46907047 35551488 10855967 11355559 42578235 52327558 2045450 1685284 42064 71557291 81801580 4111161 3778515 13414066 23006441 3200000 2000000 11896615 6978125 32621842 35763081 X 34813352 41931470 3607397 3592329 514700 514700 38935449 46038499 71557291 81801580 X -621735 1924904 0 0 0 5799881 X 0 1 X 1 1 1 X 14631292 17449579 15940083 15826779 16900563 80748296 25677153 24629873 25598750 23711438 27164516 126781730 40308445 42079452 41538833 39538217 44065079 207530026 0 0 0 0 0 0 207530026 3453854 3738560 3617255 3461497 3349496 17620662 3453854 3738560 3617255 3461497 3349496 17620662 0 0 0 0 0 0 43762299 45818012 45156088 42999714 47414575 225150688 0.92174 0.91960 0.07826 0.08026 X 0 257953 257953 49443093 49701046 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 222775 224941 217715 257953 923384 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 15700957 5393 1189126 0 598957 0 16296519 15406915 5962 992507 0 704427 0 15700957 15569830 3607 325792 0 492314 0 15406915 16681033 8812 -648488 0 471527 0 15569830 15060543 107424 1738540 0 225474 0 16681033 0.91 0.03 0.06 0 0 0 2443394 2443394 0 14452279 10452834 3999445 0 0 0 0 0 23829432 20135240 3694192 0 6181942 4963414 1218528 11355559 Interest receivable 42064 42064 27752 Post-retirement benefits 6950373 6978125 X 56925557 1975324 0 0 984715 2960039 53965518 0 0 0 53965518 49690747 0 0 0 1514903 1514903 48175844 0 6411409 6411409 54587253 Schedule D, Part V, Line 4 To hold, invest, reinvest and disburse funds to further the mission of the Association. Schedule D, 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, 2018 and 2017. The Association has income derived from certain advertising activities and fringe benefits that have 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 $27,752 and $-0- in 2018 and 2017, respectively. The tax years ended 2014, 2015 and 2016 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, 2018 and 2017. Schedule D, Part XI, Line 2d Cost of goods sold - $760,145; ALA/Allied Professional Association revenues - $153,429; Edwards Trust operating revenues - $31,886; Edwards Trust realized gains - $39,260; Rounding - $5 Schedule D, Part XII, Line 2d Cost of goods sold - $760,145; ALA/Allied Professional Association expenses - $90,005; Edwards Trust operating expenses - $53,230; Actuarial loss on post-retirement benefits - $611,523 Schedule D, Part XII, Line 4b Post-retirement benefits amortization and curtailments 1 IRRT Mission Enhancement Grant 1 1000 PLA Emerging Leaders Awards 2 2000 PLA Spectrum Scholarships 10 10000 PLA DEMCO New Leaders Travel Grants 9 13200 PLA Public Libraries Feature Article Awards 2 800 ACRL Awards 12 11250 ACRL ESS De Gruyter European Librarianship Study Grant 1 2898 ACRL Immersion Stipends 6 1830 ACRL Rare Books and Manuscripts Scholarships 32 19800 ACRL Rare Books and Manuscripts Scholarship Registration Fees 32 6665 AASL Emerging Leaders Awards 2 2000 AASL Ruth Toor Grant for Strong Public School Libraries 2 4990 AASL National School Library of the Year Awards 2 20000 AASL Collaborative School Library Award 1 2500 AASL Innovative Reading Grant 1 2500 AASL Roald Dahl's Miss Honey Social Justice Award 1 2000 AASL Distinguished School Administrator Award 1 2000 AASL ABC-CLIO Leadership Grant 1 1750 AASL Past-President's Planning Grant for National School Library Standards 3 7500 ALCTS Services to Members 14 17000 RUSA Awards 14 29000 UFL Awards 4 2200 LITA Emerging Leaders Awards 2 2000 LITA Leadership Scholarship 1 2000 LITA Christian (Chris) Larew Memorial Scholarship 1 3000 LITA Ex Libris Student Writing Award 1 1000 LITA Library Hi Tech Award 1 1000 LITA Forum Scholarships 5 7500 LITA AvramCamp Scholarships 8 4000 ALSC Emerging Leaders Award 1 1000 YALSA Young Adult Literature Symposium Stipend 1 500 LHRT Phyllis Dain Award 1 500 FAFLRT Award 1 1000 IFRT John Phillip Immroth Award 1 500 IFRT Oboler Award 1 500 NMRT Professional Development Awards 2 2000 LRRT Jesse H. Shera Award for Excellence in Published Research 1 250 MAGIRT Honor Award 1 250 LIRT Awards 2 3000 EMIERT David Cohen Award 1 500 LearnRT Emerging Leaders Awards 2 2000 RMRT Award 1 1000 VRT Award 1 500 GLBTRT Awards 9 8500 Hornback Scholarship 1 3000 Bogle Award 1 500 Emily Dean Heiman Award 1 850 PPO Sara Jaffarian School Library Program Award for Exemplary Humanities Programming 1 5000 William Gordon Scholarship 1 5250 Betty Turock Scholarship 1 5250 Spectrum Diversity Scholarships 53 275410 Christopher Hoy/ERT Scholarship 1 5000 Calloway Family Spectrum Diversity Scholarship 1 5250 Baber Award 1 1500 Haycock Award 1 1000 Boyd Military Award 1 5000 Schneider Family Book Awards 3 15000 Lippencott Award 1 1500 Carnegie Whitney Awards 24 47616 Hugh Atkinson Memorial Award 1 4000 Melcher Scholarships 5 20250 Distinguished Service Award 1 2000 General Scholarships 3 7000 Tony B. Leisner Scholarship 1 3000 Clift Scholarship 1 3000 Futas Award 1 1000 Rockosza Award 1 3000 Olofson Award 1 1000 YALSA Future Ready with the Library Stipends 3 1500 Dollar General American Dream Grants and Stipends 19 168000 Dollar General American Dream Grants and Awards 25 53000 PLA Leadership Academy Spectrum Travel Grant 1 1500 Marina Welmers Inspire Collection Development Grants 12 35250 Dollar General Beyond Words Awards 15 365000 Carnegie Medal Award 1 5000 ALSC Strengthening Communities Through Libraries Minigrants 14 70000 YALSA Symposium Programming Awards 4 6000 YALSA Summer Learning Grants 20 20000 YALSA Summer Teen Intern Grants 20 20000 YALSA Teen Read Week Grants 10 10000 YALSA Google Libraries Ready to Code Grants 28 524641 Loleta Fyan Awards 2 5000 Gerald Hodges Intellectual Freedom Chapter Relations Award 1 1000 I Love My Librarian Awards 10 56000 Washington Office Award 1 300 Lemony Snicket Awards 2 10000 HW Wilson Award 1 3500 Beta Phi Mu Award 1 1000 Equality Award 1 1000 Gale, A Cengage Company Financial Development Award 1 2500 Grolier Foundation Award 1 1000 Dewey Medal Award 1 2000 Ernest A. DiMattia Jr. Award 1 5000 EBSCO Scholarships 12 14204 Info Today Library Future Award 1 1500 Excellence in Library Programming Award 1 5000 ALSC Maureen Hayes Author/Illustrator Award 1 4000 ALSC Baker & Taylor Summer Reading Program Grant 1 3000 ALSC Candlewick Press "Light the Way" Grant 1 3000 ALSC Penguin Random House Young Readers Group Awards/Penguin Young Readers Group Awards 4 2400 YALSA Spectrum Scholarship 1 5250 YALSA National Library Legislative Day Stipend 1 907 YALSA Board Fellow Award 1 500 YALSA Emerging Leaders Award 1 1000 YALSA Achievement Award 1 2000 YALSA Awards 10 1398 Eisner Foundation Graphic Novel Grants 2 4000 International Book Fair Awards 148 14800 ASCLA Emerging Leaders Award 1 1000 RUSA Emerging Leaders Award 1 1000 PPO Native Voices Traveling Exhibition Grants 24 6000 PPO IMLS Libraries Transforming Communities Stipends 25 20000 PPO Media Literacy @ Your Library Programming Stipends 5 7500 PPO Kellogg Truth, Racial Healing & Transformation Great Stories Club Grants 24 7200 PPO PBS The Great American Read Grants 50 100000 IRO Disaster Relief Grant 1 4000 Schedule I, 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 0 0 0 0 0 0 0 0 0 Mary Ghikas Executive Director 224314 0 0 0 0 0 15984 0 13748 0 254046 0 0 0 Keith Fiels Executive Director (retired) 159331 0 0 0 0 0 11114 0 5749 0 176194 0 0 0 Mark Leon CFO 186541 0 0 0 0 0 7632 0 9482 0 203655 0 0 0 Cathleen Bourdon Associate Executive Director 153511 0 0 0 0 0 10754 0 7019 0 171284 0 0 0 Mary Ellen Davis Executive Director - ACRL 134184 0 0 0 0 0 9687 0 19594 0 163465 0 0 0 Dan Hoppe Associate Executive Director 130503 0 0 0 0 0 9821 0 33172 0 173496 0 0 0 Alan Inouye Director 132833 0 0 0 0 0 9440 0 9365 0 151638 0 0 0 Mary Mackay Associate Executive Director 133906 0 0 0 0 0 9550 0 9758 0 153214 0 0 0 Bill Ott Editor & Publisher, Booklist Publications 149681 0 0 0 0 0 10280 0 9712 0 169673 0 0 0 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 organization's members elect the governing body, the Executive Board. Form 990, Part VI, Section A, Line 7b Dues for personal members shall be set by the Executive Board with approval by a vote of the Council and subject to a mail vote of the personal members. Changes to organizational documents are subject to membership approval. Form 990, Part VI, Section B, Line 11b Form 990 is prepared internally and reviewed by the Association's independent accountant. An electronic Form 990 is provided to the Executive Board 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 available online via its website. Form 990, Form 990-T, audited financial statements and the conflict of interest policy are available to the public upon written request. Form 990, Part XI, Line 9 Post-retirement benefits amortization and curtailments - $6,411,409; actuarial loss on post-retirement benefits ($611,523); rounding - ($5) ALA Allied Professional Association 50 East Huron St Chicago IL 606112795 320077152 Promotion of librarians IL 501 (c) (6) N/A 1 1 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 ALA Allied Professional Association a-i 1306 FMV ALA Allied Professional Association d 41457 Cash basis ALA Allied Professional Association m 54000 FMV ALA Allied Professional Association n 35000 Indirect cost study (includes line 1l, 1n, 1o and 1q)