2018-11-13T14:44:17-06:00 2017-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2017-01-01 135404745 Special Libraries Association Inc SPEC 7036474900 7918 Jones Branch Drive No 300 McLean VA 22102 Amy Lestition Burke Executive Director 7036474900 2018-11-12 1 Lori A Collingsworth P00639819 7038930300 2018-11-12 72.214.41.82 2018-11-13 15:43:44 ES P 5757F712A8161F6F3964D64EA127352BD3BB441C 5757F712A8161F6F3964D64EA127352BD3BB441C 2017 2019-02-21 02:37:17Z Roberto Sarmiento 7918 Jones Branch Drive No 300 McLean VA 22102 4026124 0 X www.sla.org X 1958 NY Global organization for innovative information professionals and their strategic partners. 14 14 0 580 43412 2134 12085 19778 3119682 2644514 745661 154211 135621 88059 4013049 2906562 0 0 0 0 391069 0 0 0 0 3644059 3227207 4035128 3227207 -22079 -320645 5759410 5550735 937195 842559 4822215 4708176 X The Special Libraries Association promotes and strengthens its members through learning, advocacy, and networking initiatives. 0 0 1200831 648994 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 2017 Annual Conference was held in Phoenix, AZ. The event offered more than 110 educational sessions and workshops that explored the latest trends in gathering, organizing, analyzing and sharing information and knowledge. 1443852 1481762 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 226386 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. 72613 15820 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. 72613 15820 2943682 1 1 0 0 0 0 0 0 0 1 1 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 5 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 Amy Lestition Burke Executive Dire 7036474900 7918 Jones Branch Drive No 300 McLean VA 22102 X Dee Magnoni President 10.00 X X 0 0 0 Roberto Sarmiento President-Elect 10.00 X X 0 0 0 Tom Rink Past President 10.00 X X 0 0 0 Nick Collison Treasurer 10.00 X X 0 0 0 Kim Silk Secretary / Past Chapter Cabinet Chair 10.00 X X 0 0 0 Mary Talley Chapter Cabinet Chair 10.00 X 0 0 0 Emma Davidson Chapter Cabinet Chair Elect 10.00 X 0 0 0 Ruth Kneale Past Division Cabinet Chair 10.00 X 0 0 0 Rom Nielsen Division Cabinet Chair 10.00 X 0 0 0 Laura Walesby Division Cabinet Chair Elect 10.00 X 0 0 0 Kevin Adams Director 10.00 X 0 0 0 Zena Applebaum Director 10.00 X 0 0 0 Barbara Kern Director 10.00 X 0 0 0 Catherine Lavalle-Welch Director 10.00 X 0 0 0 Amy Lestition Burke Executive Director 30.00 X 0 0 0 0 0 0 0 0 0 0 MCI USA 7918 Jones Branch Dr 300 McLean VA 22102 Management fee 1564997 1 19778 19778 Annual Conference 900099 1205944 648994 556950 Membership Dues 900099 816612 816612 Units Income- Meetings and other 900099 520625 520625 Professional Development 900099 80303 80303 Information Outlook 519130 15970 11570 4400 5060 5060 2644514 94441 94441 42802 42802 1179332 1119562 59770 59770 59770 Career Services 519130 23192 23192 Website Advertising 541800 15820 15820 Misc. Write Offs/ Adjustments 900099 6245 6245 45257 2906562 2083164 43412 760208 1564997 1500499 64498 1592 1592 18003 18003 23993 23993 8610 8610 179851 85353 94498 78055 78055 50457 50457 1256137 1256137 7258 4452 2806 Membership recruitment 37045 37045 Dues and memberships 1129 1129 Taxes and licenses 80 80 3227207 2943682 283525 0 1870502 1650623 357456 0 153735 166352 85631 113026 39000 39000 0 0 3292086 3620734 5759410 5550735 125391 23114 804804 819445 7000 0 937195 842559 X 3659108 3362348 1037027 1219748 126080 126080 4822215 4708176 5759410 5550735 -320645 227375 -20769 0 X X 0 0 0 X 24974 28786 9116 12085 19778 94739 4146107 3583576 2099487 2359928 2083164 14272262 221205 235873 838698 783056 563195 2642027 4392286 3848235 2947301 3155069 2666137 17009028 0 106558 27853 26081 35473 6269 202234 106558 27853 26081 35473 6269 202234 16806794 124082 154391 308792 162684 137243 887192 124082 154391 308792 162684 137243 887192 37934 27200 23338 426 1814 90712 4554302 4029826 3279431 3318179 2805194 17986932 0.93440 0.93190 0.04930 0.04270 X 177928 22103 1687 198344 171410 8319 1801 177928 177688 -4626 1652 171410 173150 4538 177688 159123 14027 173150 0.00000 0.63570 0.36430 0 0 39000 39000 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 3 3 Program Services Chapters in Region 21000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 1 1 Program Services Chapter in Region 9831 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 2 2 Program Services Chapters in Region 17258 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 1 1 Program Services Chapter in Region 7 7 0 0 7 7 48089 0 48089 0 0 0 0 0 0 Part I, line 3: Foreign expenditures are directly tracked and accounted for on the accrual method of accounting. 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 5,000 members in 75 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, 24 specialty divisions and 9 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 is the Association's bimonthly online magazine. Information Outlook contains: Articles on timely 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 News items about developments within the information profession and SLA. A popular feature is the SLA Member Interview, which offers a close-up look at information professionals in different disciplines, work environments, and countries. Career Services: SLA's Career Center provides access to job opportunities and career resources and publications. 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 $1,564,997 for the year ended December 31, 2017. 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. Form 990, Part XII, Line 2c: The Association's Executive Committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The process is consistent with previous years.