2018-06-29T11:26:58-07:00 2017-08-31 990 2016-09-01 362166947 AMERICAN LIBRARY ASSOCIATION AMER 3122805834 50 East Huron Street Chicago IL 606112795 Mary Ghikas Executive Director 3122802518 2018-06-29 2016 2022-09-23 18:48:47Z Mary Ghikas 50 East Huron Street Chicago IL 606112795 86323018 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 11 305 75 5284897 0 15940083 15826779 25526732 25102178 1992759 1484388 7070155 5727382 50529729 48140727 1873463 1516210 0 0 23181948 25399162 0 0 367683 27580702 26230496 52636113 53145868 -2106384 -5005141 74872198 71557291 45343566 32621842 29528632 38935449 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 10142509 0 Mutual membership benefit programs, general/other-Membership services provided in conjunction with member participation. Personal and organizational members totaled 56,000 as of August 31, 2017. 7629720 12226609 Mutual membership benefit programs, general/other-Conferences enable members to keep abreast of the latest technological capabilities, new publications and trends in the profession. Three major conferences, several national forums and a variety of institutes were held during the year. 2947427 10289776 Publishing-publishing of trade journals and books to aide the profession. Published 12 trade journals and 42 books on a variety of topics of interest to the profession during the year. 25139776 1195053 Mutual membership benefit programs, general/other: General activities such as diversity, international relations, accreditation and monitoring legislation. (17 offices/departments) 1516210 1516210 0 Mutual membership benefit programs, general/other: Programs related to grants and awards as per donor's requirements (1,085 beneficiaries). 240784 0 Mutual membership benefit programs, general/other: Round Table discussions and activities (19 Round Tables). 26896770 1516210 1195053 47616426 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 1037 0 1 305 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 Julie Todaro President 5 0 X X 0 0 0 James Neal President Elect 5 0 X X 0 0 0 Sari Feldman Immediate Past President 5 0 X X 0 0 0 Susan Hildreth Treasurer 5 0 X X 0 0 0 John DeSantis Board Member 5 0 X 0 0 0 Karen Downing Board Member 5 0 X 0 0 0 Loida Garcia-Febo Board Member 5 0 X 0 0 0 Peter Hepburn 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 Gina Persichini Board Member 5 0 X 0 0 0 Keith Fiels Executive Director 35 0 X 240173 0 26068 Mark Leon CFO 35 0 X 185808 0 8971 Mary Ghikas Senior Associate Executive Director 35 0 X 207406 0 27871 Don Chatham Associate Executive Director 35 0 X 158375 0 31418 Cathleen Bourdon Associate Executive Director 35 0 X 152150 0 17249 Emily Sheketoff Associate Executive Director 35 0 X 154844 0 20162 Mark Cummings Editor and Publisher, Choice 35 0 X 117562 0 8396 Mary Ellen Davis Executive Director - ACRL 35 0 X 131669 0 28204 Alan Inouye Director 35 0 X 131078 0 18252 Bill Ott Editor & Publisher, Booklist Publications 35 0 X 116372 0 17304 Deb Robertson Director, Public Programs Office 35 0 X 116456 0 27057 1711893 0 230952 25 0 1 0 productOps 1347 Pacific Avenue Suite 201 Santa Cruz CA 95060 Information technology consulting services 365184 Hall Erickson 98 E Naperville Rd Westmont IL 60559 Trade show consulting 383200 PC Connection 730 Milford Road Merrimack NH 03054 Information technology consulting services 658385 Promet Source 1802 W Berteau Avenue Unit 209 Chicago IL 60613 Information technology consulting services 362801 BrightKey Inc 9050 Junction Drive Annapolis Junction MD 20701 Fulfillment center services 1094687 29 0 8115536 0 0 1779125 5932118 0 15826779 Advertising, net 541800 5284897 0 5284897 0 Sales of materials 511130 1955059 1955059 0 0 Subscriptions 511120 4440560 4440560 0 0 Meetings and conferences 541900 12226609 12226609 0 0 1195053 1195053 0 0 25102178 1628272 0 0 1628272 0 0 0 0 1718599 1718599 0 0 0 0 37503910 0 37647794 0 -143884 0 -143884 0 0 -143884 0 4428654 534497 3894157 3894157 0 0 Mailing list rental 511140 114626 0 0 114626 0 0 0 0 114626 48140727 25430037 5284897 1599014 X 1516210 1516210 943913 534315 409598 0 16600747 12602222 3733384 265141 928806 695442 219328 14036 5607409 2452069 3106906 48434 1318287 987066 311299 19922 200357 50778 149579 81439 81439 217715 217715 339460 254580 84880 5344313 4542896 792112 9305 20442 19773 669 2295282 1943997 349452 1833 948257 379303 568954 547249 547249 398601 68936 329665 2170555 2012980 154150 3425 6379345 6217175 160651 1519 162576 97758 64818 2510805 1246101 1264237 467 119583 33050 86533 Bad debt 73797 58288 15509 Publications and printing 3087093 2985700 98465 2928 Equipment/furniture rental and repair 496263 324509 171754 Internal overhead 5250 7302786 -7297536 832114 525528 306582 4 53145868 47616426 5161759 367683 522362 1178661 14154503 8177379 571552 237809 3735510 3592009 105000 105000 1782817 1717262 474212 1069519 44322594 33466627 11187841 10855967 39106218 42578235 3232183 2045450 74872198 71557291 4150539 4111161 13420223 13414066 5529604 3200000 22243200 11896615 45343566 32621842 X 25017782 34813352 3996150 3607397 514700 514700 29528632 38935449 74872198 71557291 X -5005141 2807660 0 0 0 11604298 X 0 1 X 1 1 1 X 16522474 14631292 17449579 15940083 15826779 80370207 23581377 25677153 24629873 25598750 23711438 123198591 40103851 40308445 42079452 41538833 39538217 203568798 0 0 0 0 0 0 203568798 3496690 3453854 3738560 3617255 3461497 17767856 3496690 3453854 3738560 3617255 3461497 17767856 30655 0 0 0 30655 43631196 43762299 45818012 45156088 42999714 221367309 0.91960 0.91929 0.08026 0.08069 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 217715 217715 47778741 47996456 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 202442 222775 224941 217715 867873 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 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 14580901 3550 785684 0 309592 0 15060543 0.91 0.03 0.06 0 0 0 2443394 2443394 0 14393007 10125382 4267625 0 0 0 0 0 21950022 18831225 3118797 0 5536171 4510020 1026151 10855967 0 Post-retirement benefits 11896615 11896615 X 51718594 2881518 0 0 696349 3577867 48140727 0 0 0 48140727 42210932 0 0 0 -10934936 -10934936 53145868 0 0 0 53145868 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, 2017 and 2016. 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 $-0- in 2017 and 2016. The tax years ended 2013, 2014 and 2015 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, 2017 and 2016. Schedule D, Part XI, Line 2d Cost of goods sold - $534,497; ALA/Allied Professional Association revenues - $150,341; Edwards Trust operating revenues - $31,587; Edwards Trust realized losses - ($329); Change in value of related party investment - ($19,747) Schedule D, Part XII, Line 2d Cost of goods sold - $534,497; ALA/Allied Professional Association expenses - $105,154; Edwards Trust operating expenses - $49,458; Impairment loss on goodwill - $826,567; Actuarial gain on post-retirement benefits - ($12,450,612) 1 PLA Services to Members 3 2500 PLA DEMCO New Leaders Travel Grants 11 15100 ACRL Awards 9 9750 ACRL 2017 Conference Scholarships 158 61150 ACRL 2017 Conference Scholarship Registration Fees 169 60025 ACRL Rare Books and Manuscripts Scholarships 28 15750 ACRL Rare Books and Manuscripts Scholarship Registration Fees 28 6415 AASL Emerging Leader Awards 2 2000 AASL Distinguished School Administrator Award 1 2504 AASL Awards 12 27000 AASL Bound to Stay Bound Grants 30 22500 ALCTS Services to Members 12 17500 RUSA Spectrum Scholarship 1 1000 RUSA Awards 14 29000 UFL Awards 5 3350 LITA Emerging Leader Award 1 1000 LITA Christian (Chris) Larew Memorial Scholarship 1 3000 LITA Ex Libris Student Writing Award 1 1000 LITA Library Hi Tech Award 1 1000 LITA AvramCamp Scholarships 10 5000 ALSC Emerging Leader Award 1 1000 YALSA Dorothy Broderick Scholarship 1 500 YALSA Young Adult Literature Symposium Stipends 2 1000 YALSA National Library Legislative Day Stipends 3 1500 YALSA Teen Tech Week Awards 5 5000 IFRT John Phillip Immroth Award 1 500 IFRT Gerald Hodges Intellectual Freedom Chapter Relations Award 1 1000 NMRT Emerging Leader Award 1 445 NMRT MANGO Professional Development Grant 1 896 NMRT Student Chapter of the Year Award 1 1000 LRRT Jesse H. Shera Award for Support of Dissertation Research 1 250 MAGIRT Honor Award 1 250 LIRT Awards 2 3000 EMIERT Award 1 500 LIRT Officer/Committee Awards 6 3700 LearnRT Emerging Leader Award 1 1000 LearnRT Pat Carterette Professional Development Grant 1 1000 RMRT Award 1 1000 VRT Award 1 1000 GLBTRT Awards 8 8500 SustainRT Award 1 500 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 5150 Betty Turock Scholarship 1 5150 Spectrum Diversity Scholarships 57 285600 Calloway Family Spectrum Diversity Scholarship 1 2650 Haycock Award 1 1000 Boyd Military Award 1 5000 Paul Howard Award 1 1000 Schneider Family Book Awards 4 15000 Lippencott Award 1 1500 Carnegie Whitney Awards 21 34014 Oberly Award 2 600 Hugh Atkinson Memorial Award 1 4000 Melcher Scholarships 5 20150 Distinguished Service Award 1 2000 General Scholarships 4 11500 Clift Scholarship 1 3000 Winsor Award 1 500 Rockosza Award 1 3000 Olofson Award 1 1000 PLA IMLS Leadership Implementation Grant 1 1500 Dollar General American Dream Grants and Awards 21 24000 Dollar General American Dream Grants and Awards 19 150000 Marina Welmers Inspire Collection Development Grants 9 28000 Dollar General Beyond Words Awards 9 215000 Carnegie Medal Awards 7 17500 ALSC Dollar General Strengthening Communities Through Libraries Grants 12 60000 YALSA YA Services Symposium Programming Challenge Awards 4 5000 YALSA Summer Teen Intern Grants 20 20000 YALSA Summer Learning Resources Grants 20 20000 YALSA Teen Read Week Grants 10 10000 Lyman Sage Scholarship 1 2500 I Love My Librarian Awards 10 56000 Lemony Snicket Award 1 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 13608 Info Today Library Future Award 1 1500 Excellence in Library Programming Award 1 5000 ACRL WESS De Gruyter Librarian Award 1 2699 Putnam Grosset Awards 7 12400 YALSA Spectrum Scholarship 1 5000 Friends of YALSA Awards 15 5050 Eisner Foundation Graphic Novel Grants 2 4000 International Book Fair 146 14800 PPO Native Voices Traveling Exhibition Grants 25 6500 PPO NASA @ My Library Programming Grants 75 37500 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 Keith Fiels Executive Director 240173 0 0 0 0 0 16759 0 9309 0 266241 0 0 0 Mary Ghikas Senior Associate Executive Director 207406 0 0 0 0 0 14799 0 13071 0 235276 0 0 0 Mark Leon CFO 185808 0 0 0 0 0 0 0 8971 0 194779 0 0 0 Emily Sheketoff Associate Executive Director 154844 0 0 0 0 0 10853 0 9309 0 175006 0 0 0 Don Chatham Associate Executive Director 158375 0 0 0 0 0 11261 0 20158 0 189794 0 0 0 Cathleen Bourdon Associate Executive Director 152150 0 0 0 0 0 10621 0 6628 0 169399 0 0 0 Mary Ellen Davis Executive Director - ACRL 131669 0 0 0 0 0 9560 0 18645 0 159874 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 IX, Line 11g Trade show consulting - $311,438; Meeting management and other professional services - $5,032,875 Form 990, Part XI, Line 9 Actuarial gain on post-retirement benefits - $12,450,612; Impairment loss on goodwill - ($826,567); Change in value of related party investment - ($19,747) 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 3308 FMV ALA Allied Professional Association d 105000 Cash basis ALA Allied Professional Association m 54000 FMV ALA Allied Professional Association n 35000 Indirect cost study