OCLC INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: OCLC INC (EIN 31-0734115)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-05-14
IRS object ID: 201831349349309363
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-14T16:32:03-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	330 N WABASH SUITE 3200	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	310734115	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OCLC INC (FKA OCLC ONLINE COMPUTER	BusinessNameLine1Txt
Business Name Line2	LIBRARY CENTER INC)	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	OCLC	BusinessNameControlTxt
Phone	6147646000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1Txt
City	DUBLIN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43017	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM ROZEK	PersonNm
Person Title	TREASURER & CFO	PersonTitleTxt
Phone	6147646000	PhoneNum
Signature	2018-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JACOB COOK	PreparerPersonNm
PTIN	P01240455	PTIN
Phone	3128569100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WILLIAM ROZEK	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1Txt
City	DUBLIN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43017	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$286,393,796	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.OCLC.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1967	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	ESTABLISH, MAINTAIN AND OPERATE A COMPUTERIZED LIBRARY NETWORK AND TO (CONTINUED ON SCHEDULE O) PROMOTE THE EVOLUTION OF LIBRARY USE, OF LIBRARIES THEMSELVES AND OF LIBRARIANSHIP, AND TO PROVIDE PROCESSES AND PRODUCTS FOR THE BENEFIT OF LIBRARY USERS AND LIBRARIES, INCLUDING SUCH OBJECTIVES AS INCREASING AVAILABILITY OF LIBRARY RESOURCES TO INDIVIDUAL LIBRARY PATRONS AND REDUCING THE RATE-OF-RISE OF LIBRARY PER-UNIT COSTS, ALL FOR THE FUNDAMENTAL PUBLIC PURPOSE OF FURTHERING EASE OF ACCESS TO AND USE OF THE EVER-EXPANDING BODY OF WORLDWIDE SCIENTIFIC, LITERARY AND EDUCATIONAL KNOWLEDGE AND INFORMATION.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	964	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$72,355	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$52,702	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$621,971	PYContributionsGrantsAmt
CY Contributions Grants	$440,472	CYContributionsGrantsAmt
PY Program Service Revenue	$195,553,076	PYProgramServiceRevenueAmt
CY Program Service Revenue	$205,805,537	CYProgramServiceRevenueAmt
PY Investment Income	$7,912,671	PYInvestmentIncomeAmt
CY Investment Income	$3,506,116	CYInvestmentIncomeAmt
PY Other Revenue	$312,188	PYOtherRevenueAmt
CY Other Revenue	$394,987	CYOtherRevenueAmt
PY Total Revenue	$204,399,906	PYTotalRevenueAmt
CY Total Revenue	$210,147,112	CYTotalRevenueAmt
PY Grants And Similar Paid	$181,613	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$199,688	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$118,480,739	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$123,149,071	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$89,255,734	PYOtherExpensesAmt
CY Other Expenses	$89,747,703	CYOtherExpensesAmt
PY Total Expenses	$207,918,086	PYTotalExpensesAmt
CY Total Expenses	$213,096,462	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,518,180	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,949,350	CYRevenuesLessExpensesAmt
Total Assets BOY	$423,477,508	TotalAssetsBOYAmt
Total Assets EOY	$432,272,884	TotalAssetsEOYAmt
Total Liabilities BOY	$183,510,403	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$178,364,338	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$239,967,105	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$253,908,546	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ESTABLISH, MAINTAIN AND OPERATE A COMPUTERIZED LIBRARY NETWORK AND TO PROMOTE THE EVOLUTION OF LIBRARY USE, OF LIBRARIES THEMSELVES AND OF LIBRARIANSHIP, AND TO PROVIDE PROCESSES AND PRODUCTS FOR THE BENEFIT OF LIBRARY USERS AND LIBRARIES, INCLUDING SUCH OBJECTIVES AS INCREASING AVAILABILITY OF LIBRARY RESOURCES TO INDIVIDUAL LIBRARY PATRONS AND REDUCING THE RATE-OF-RISE OF LIBRARY PER-UNIT COSTS, ALL FOR THE FUNDAMENTAL PUBLIC PURPOSE OF FURTHERING EASE OF ACCESS TO AND USE OF THE EVER-EXPANDING BODY OF WORLDWIDE SCIENTIFIC, LITERARY AND EDUCATIONAL KNOWLEDGE AND INFORMATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$192,840,397	ExpenseAmt
Grant	$199,688	GrantAmt
Revenue	$205,805,537	RevenueAmt
Desc	OCLCOCLC IS A NONPROFIT GLOBAL LIBRARY COOPERATIVE THAT PROVIDES SHARED TECHNOLOGY SERVICES, ORIGINAL RESEARCH AND COMMUNITY PROGRAMS SO THAT LIBRARIES CAN BETTER FUEL LEARNING, RESEARCH AND INNOVATION. THROUGH OCLC, MEMBER LIBRARIES COOPERATIVELY PRODUCE AND MAINTAIN WORLDCAT, THE MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS AND SERVICES. LIBRARIES GAIN EFFICIENCIES THROUGH OCLC'S WORLDSHARE, A COMPLETE SET OF LIBRARY MANAGEMENT APPLICATIONS AND SERVICES BUILT ON AN OPEN, CLOUD-BASED PLATFORM. IT IS THROUGH COLLABORATION AND SHARING OF THE WORLD'S COLLECTED KNOWLEDGE THAT LIBRARIES CAN HELP PEOPLE FIND ANSWERS THEY NEED TO SOLVE PROBLEMS. TOGETHER AS OCLC, MEMBER LIBRARIES, STAFF AND PARTNERS MAKE BREAKTHROUGHS POSSIBLE.2017 MARKED THE 50TH ANNIVERSARY OF OCLC INNOVATION AND COLLABORATION WITH LIBRARIES AROUND THE WORLD.WHAT BEGAN 50 YEARS AGO AS THE OHIO COLLEGE LIBRARY CENTER, A REGIONAL COMPUTER SYSTEM FOR 54 OHIO COLLEGES, HAS BECOME OCLC, A GLOBAL LIBRARY COOPERATIVE THAT PROVIDES SHARED TECHNOLOGY SERVICES, ORIGINAL RESEARCH AND COMMUNITY PROGRAMS TO OVER 16,000 LIBRARIES IN 120 COUNTRIES.THOUSANDS OF LIBRARIES AROUND THE WORLD USE OCLC SERVICES TO LOCATE, ACQUIRE, CATALOG, LEND, PRESERVE AND MANAGE LIBRARY MATERIALS AND COLLECTIONS. RESEARCHERS, STUDENTS, FACULTY, SCHOLARS, PROFESSIONAL LIBRARIANS AND OTHER INFORMATION SEEKERS USE OCLC SERVICES TO OBTAIN BIBLIOGRAPHIC, ABSTRACT AND FULL-TEXT INFORMATION.CATALOGING AND WORLDCATLIBRARIES COOPERATIVELY CONTRIBUTE, ENHANCE AND SHARE BIBLIOGRAPHIC DATA THROUGH WORLDCAT, THE WORLD'S MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS AND SERVICES. WORLDCAT CONNECTS PEOPLE TO CULTURAL AND SCHOLARLY RESOURCES IN LIBRARIES WORLDWIDE. OCLC'S TECHNOLOGY AND TEAM OF EXPERT CATALOGERS AND DATA QUALITY SPECIALISTS CONSTANTLY ENRICH WORLDCAT RECORDS WITH NEW AND CORRECTED INFORMATION TO ENSURE THAT WORLDCAT CONTAINS THE HIGHEST QUALITY RECORDS POSSIBLE. DATA SHARED THROUGH WORLDCAT SUPPORTS A VARIETY OF NETWORK SERVICES AND SPURS INNOVATION.IN 2017, OCLC AND MEMBER LIBRARIES EXPANDED WORLDCAT TO MORE THAN 412,000,000 RECORDS, AND 2,617,000,000 HOLDINGS, AND ADDED MORE THAN 2,000 NEW COLLECTIONS FROM MORE THAN 150 NEW PROVIDERS TO THE WORLDCAT KNOWLEDGE BASE.RESOURCE SHARINGIN 2017, OCLC INTRODUCED TIPASA, THE FIRST CLOUD-BASED INTERLIBRARY LOAN MANAGEMENT SYSTEM THAT AUTOMATES ROUTINE BORROWING AND LENDING FUNCTIONS FOR INDIVIDUAL LIBRARIES. THE NEW TIPASA SYSTEM IS BUILT ON THE OCLC WORLDSHARE TECHNOLOGY PLATFORM AND TAKES ADVANTAGE OF THE WORLD'S LARGEST RESOURCE SHARING NETWORK.TIPASA REIMAGINES FEATURES AND FUNCTIONALITY OF THE WINDOWS-BASED ILLIAD SERVICE, AND MOVES THEM TO THE CLOUD. BECAUSE UPDATES AND ENHANCEMENTS HAPPEN AUTOMATICALLY IN A CLOUD-BASED SYSTEM, TIPASA REQUIRES ONLY LIMITED IT RESOURCES. THE SIMPLE INTERFACE IS EASY TO USE, MAKING IT EASY TO TRAIN STAFF, VOLUNTEERS AND STUDENT ASSISTANTS. BY THE END OF 2017, THERE WERE 144 LIBRARIES CONTRACTED TO USE TIPASA.ALSO IN EARLY 2017, OCLC ACQUIRED RELAIS INTERNATIONAL, A LEADING INTERLIBRARY LOAN SOLUTION PROVIDER BASED IN OTTAWA, CANADA, TO SIGNIFICANTLY INCREASE RESOURCE SHARING OPTIONS AND CAPABILITIES FOR BOTH RELAIS CUSTOMERS AND OCLC MEMBER LIBRARIES AND GROUPS WORLDWIDE.IN 2017, THE INAUGURAL OCLC RESOURCE SHARING CONFERENCE ENABLED NEARLY 350 RESOURCE SHARING LIBRARIANS TO SHARE BEST PRACTICES THROUGH PRESENTATIONS AND PANEL DISCUSSIONS.WORLDSHARE MANAGEMENT SERVICESWORLDSHARE MANAGEMENT SERVICES IS THE LIBRARY SERVICES PLATFORM THAT OFFERS ALL THE APPLICATIONS NEEDED TO MANAGE A LIBRARY, INCLUDING ACQUISITIONS, CIRCULATION, METADATA, RESOURCE SHARING, LICENSE MANAGEMENT AND A SINGLE-SEARCH DISCOVERY INTERFACE FOR LIBRARY USERS. WMS ALSO INCLUDES A RANGE OF REPORTS THAT HELPS LIBRARIES BETTER UNDERSTAND THEIR ACTIVITIES AND TRACK KEY METRICS OVER TIME.THE COMMUNITY USING WMS CONTINUED TO GROW IN 2017. 52 CONTRACTS REPRESENTING 54 LIBRARIES WERE SIGNED IN 2017. AMONG THE NEW SUBSCRIBERS WERE LIBRARY AND ARCHIVES CANADA; M NSTER UNIVERSITY OF APPLIED SCIENCES (FACHHOCHSCHULE M NSTER), THE FIRST ACADEMIC INSTITUTION IN GERMANY; AND DE LA SALLE-COLLEGE OF SAINT BENILDE, IN MANILA, THE PHILIPPINES, THE FIRST LIBRARY IN ASIA TO SELECT WMS.OCLC WORLDSHARE MANAGEMENT SERVICES EXPANDED ITS MOBILE CAPABILITIES IN 2017. OCLC INTRODUCED DIGBY, A NEW MOBILE APP THAT IS NOW AVAILABLE WORLDWIDE AS PART OF WORLDSHARE MANAGEMENT SERVICES. DIGBY OFFERS STUDENT LIBRARY WORKERS, VOLUNTEERS AND STAFF GREATER EFFICIENCY, ACCURACY AND INDEPENDENCE WORKING WITH WORLDSHARE MANAGEMENT SERVICES.REGIONAL BIBLIOGRAPHIC INFRUSTRUCTUREIN 2017, OCLC CONTINUED TO ADD MANY NATIONAL CATALOGS, UNIQUE LOCAL COLLECTIONS, AND IMPORTANT ACADEMIC RESOURCES, INCLUDING ORIGINAL RECORDS FROM THE NATIONAL CENTRAL LIBRARY OF ROME, THE BIBLIOTH QUE ET ARCHIVES NATIONALES DU QU BEC, AND THE NATIONAL LIBRARY OF KOREA.OCLC ENTERED INTO A NEW COLLABORATIVE PARTNERSHIP WITH JISC IN THE UK TO BUILD A NATIONAL BIBLIOGRAPHIC KNOWLEDGEBASE.AS PART OF DELIVERING ON THE VISION OF A UK NATIONAL DIGITAL LIBRARY, JISC AND OCLC HAVE PARTNERED TO BUILD A NEW SHARED SERVICE THAT WILL AGGREGATE ACADEMIC BIBLIOGRAPHIC DATA AT SCALE, IMPROVING LIBRARY COLLECTION MANAGEMENT AND RESOURCE DISCOVERY FOR STUDENTS AND RESEARCHERS.OCLC WAS AWARDED THE CONTRACT TO DEVELOP A NEW NATIONAL BIBLIOGRAPHIC KNOWLEDGEBASE (NBK). THE NBK, ORIGINALLY PROPOSED IN JISC'S NATIONAL MONOGRAPH STRATEGY, WILL SUPPORT THE LEARNING AND RESEARCH NEEDS OF THE UK HIGHER EDUCATION COMMUNITY.LIBRARY AND ARCHIVES CANADALIBRARY AND ARCHIVES CANADA HAS LAUNCHED VOIL , CANADA'S NEW NATIONAL UNION CATALOGUE THAT WILL MAKE THE COUNTRY'S DOCUMENTARY HERITAGE MORE WIDELY ACCESSIBLE AND AVAILABLE TO LIBRARY USERS IN CANADA AND AROUND THE WORLD THROUGH WORLDCAT.LIBRARY AND ARCHIVES CANADA (LAC) CATALOGUE DATA FROM CANADIAN LIBRARIES HAS BEEN ADDED TO AND WILL NOW BE MAINTAINED IN WORLDCAT, THE MOST COMPREHENSIVE UNION CATALOGUE THAT REPRESENTS THE COLLECTIONS OF HUNDREDS OF CANADIAN LIBRARIES AND THOUSANDS OF LIBRARIES AROUND THE WORLD. VOIL IS A SUBSET OF WORLDCAT CREATED SPECIFICALLY TO PRODUCE A CANADIAN VIEW OF THE CATALOGUE. AS PART OF WORLDCAT, LIBRARIES IN CANADA HAVE ACCESS TO RECORDS OF COLLECTIONS FROM LIBRARIES AROUND THE WORLD; LIBRARIES AROUND THE WORLD NOW HAVE ACCESS TO UNIQUE RECORDS FROM CANADIAN LIBRARIES.IN ADDITION TO LIBRARY AND ARCHIVES CANADA, OCLC ALSO PARTNERS WITH THE NATIONAL LIBRARIES OF FRANCE, GERMANY, JAPAN, CHINA, GREAT BRITAIN, THE NETHERLANDS, AND MANY OTHERS.SYNDEOOCLC INTRODUCED SYNDEO IN DECEMBER 2017 (DURING THE ASIA PACIFIC REGIONAL COUNCIL MEETING IN NOVEMBER 2017), A FLEXIBLE SUITE OF SERVICES SPECIFICALLY DESIGNED TO FACILITATE NATIONAL AND REGIONAL LIBRARY COLLABORATION.SYNDEO PROVIDES IMPROVED EFFICIENCIES WITH SUPPORT FOR IN-REGION WORKFLOWS, INCLUDING AUTHORITY FILE MANAGEMENT AND COPY CATALOGING FROM MORE THAN 400 MILLION RECORDS IN WORLDCAT, THE WORLD'S MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS AND SERVICES. SYNDEO OFFERS GREATER VISIBILITY OF REGIONAL COLLECTIONS TO SEARCHERS WORLDWIDE BY REGISTERING COLLECTIONS IN WORLDCAT. AND THE SUITE REDUCES MAINTENANCE COSTS WITH A NEW, STATE-OF-THE-ART INFRASTRUCTURE.SUSTAINABLE COLLECTION SERVICESSUSTAINABLE COLLECTION SERVICES (SCS) PROVIDES TOOLS AND SERVICES TO HELP MANAGE AND SHARE PRINT MONOGRAPHS. SCS OFFERS GREENGLASS, A WEB APPLICATION THAT ALLOWS SINGLE LIBRARIES AND LIBRARY GROUPS TO EXPLORE AND VISUALIZE THEIR COLLECTION IN THE CONTEXT OF THE COLLECTIVE COLLECTION, QUICKLY MODEL DESELECTION AND PRINT MANAGEMENT SCENARIOS, AND GENERATE CUSTOM REPORTS AND LISTS TO SUPPORT WEEDING AND OTHER COLLECTION MANAGEMENT ACTIVITIESAMONG THE 2017 SCS PROJECTS: CARDIFF UNIVERSITY, ONE OF BRITAIN'S LEADING RESEARCH UNIVERSITIES; UNIVERSITY SYSTEM OF MARYLAND & AFFILIATED INSTITUTIONS (USMAI) LIBRARY CONSORTIUM, WHICH COMPRISES 17 COLLEGE AND UNIVERSITY LIBRARIES IN MARYLAND; AND SCS AND 14 LIBRARIES FROM THE STATEWIDE CALIFORNIA ELECTRONIC LIBRARY CONSORTIUM (SCELC) COLLABORATED TO ADVANCE A SHARED PRINT BOOK COLLECTIONS PROJECT.DIGITAL COLLECTION SERVICESIN 2017, OCLC ANNOUNCED THAT IT NOW SUPPORTS IIIF IMAGE AND PRESENTATION APIS IN ITS CONTENTDM DIGITAL COLLECTION MANAGEMENT SOFTWARE, ENSURING THAT ITS MEMBER LIBRARIES AND INSTITUTIONS CAN SHARE AND PRESENT MILLIONS OF DIGITAL IMAGES ACROSS A VARIETY OF APPLICATIONS AND PLATFORMS.CONTENTDM, CURRENTLY USED BY MORE THAN 2,500 INSTITUTIONS WORLDWIDE, WAS RECENTLY REDESIGNED TO CREATE A NEW END-USER EXPERIENCE FOR ANY DEVICE. THE REDESIGN SUPPORTS THE IIIF IMAGE API, WHICH PROVIDES A COMMON MECHANISM FOR MANIPULATING DIGITAL IMAGES FOR DISPLAY AND DOWNLOAD. THE IIIF PRESENTATION API, WHICH MAKES IT POSSIBLE TO PRESENT IMAGE METADATA AND NAVIGATE THROUGH COMPLEX DIGITAL OBJECTS, IS NOW THE SECOND API ADDED TO CONTENTDM.	Desc
Total Program Service Expenses	$192,840,397	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	114	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	964	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CA	ForeignCountryCd
Foreign Country	MX	ForeignCountryCd
Foreign Country	CH	ForeignCountryCd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	NL	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	AS	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM ROZEK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6147646000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1Txt
City	DUBLIN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43017	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DEATON BRADY
TRUSTEE - TECHNOLOGY PLANNING CHAIR	8.00	Yes (X)	$29,062	$0	$0
DUGALL BERNDT
TRUSTEE	5.00	Yes (X)	$18,000	$0	$0
HILSHEIMER CINDY
TRUSTEE - FINANCE & INVESTMENT CHAIR	8.00	Yes (X)	$37,000	$0	$0
KEANE KATHLEEN
TRUSTEE	5.00	Yes (X)	$25,996	$0	$0
LISON BARBARA
TRUSTEE - GOVERNANCE CHAIR	8.00	Yes (X)	$12,500	$0	$0
NEAL JAMES
TRUSTEE - PERSONNEL & COMP. CHAIR	8.00	Yes (X)	$34,335	$0	$0
PARHAM LORETTA
TRUSTEE - MEMBERSHIP CHAIR	8.00	Yes (X)	$31,393	$0	$0
PATRICK JOHN
TRUSTEE - VICE BOARD CHAIR	8.00	Yes (X)	$33,037	$0	$0
PREECE BARBARA
TRUSTEE	5.00	Yes (X)	$29,009	$0	$0
ROSELLE DAVID
TRUSTEE - TERM'D NOV 2016)	5.00	Yes (X)	$32,545	$0	$0
SZABO JOHN
TRUSTEE - AUDIT CHAIR	8.00	Yes (X)	$27,996	$0	$0
TISE ELLEN
TRUSTEE	5.00	Yes (X)	$15,000	$0	$0
YEE SANDRA
TRUSTEE - BOARD CHAIR	15.00	Yes (X)	$67,750	$0	$0
YOUNGER JENNIFER
TRUSTEE (TERM'D NOV 2016)	8.00	Yes (X)	$37,500	$0	$0
LEFEBVRE MADELEIN
TRUSTEE (START NOV 2016)	5.00	Yes (X)	$0	$0	$0
MALSCHAERT JACQUES
TRUSTEE (START NOV 2016)	5.00	Yes (X)	$0	$0	$0
PRESAS JULIE
GEN COUNSEL, VP OF LEGAL SVS, SECRETARY	40.00		$296,467	$0	$45,307	Yes (X)
PRICHARD DAVID
PRESIDENT & CEO	40.00		$1,478,143	$0	$84,239	Yes (X)
ROZEK WILLIAM
CFO, TREASURER (START OCT '15)	40.00		$446,343	$0	$31,728	Yes (X)
BORDAS ANDREW
VP MANAGEMENT AND CUSTOMER RELATIONS	40.00		$313,540	$0	$34,103		Yes (X)
CROCCO BRUCE
VP LIBRARY SERVICES FOR THE AMERICAS	40.00		$311,517	$0	$46,853		Yes (X)
DEMPSEY LORCAN
VP OCLC RESEARCH & CHIEF STRATEGIST	40.00		$406,123	$0	$92,171		Yes (X)
JACOBS JEFF
CHIEF INFORMATION OFFICER	40.00		$409,583	$0	$37,377		Yes (X)
NILGES WILLIAM
VP BUSINESS DEVELOPMENT	40.00		$294,606	$0	$79,317		Yes (X)
SAUER-GAMES MARY
VP PRODUCT MANAGEMENT	40.00		$322,969	$0	$27,612		Yes (X)
SPAYDE TAMMI
VP CORPORATE HUMAN RESOURCES	40.00		$371,935	$0	$61,260		Yes (X)
WANG ANDREW
VP OCLC ASIA PACIFIC	40.00		$285,723	$0	$58,052		Yes (X)
SINGH INDY
GENERAL MANAGER OCLC EMEA UK	40.00		$167,983	$0	$6,403		Yes (X)
VAN LUBEEK ERIC
VP MANAGING DIRECTOR EMEA & APAC	40.00		$383,324	$0	$23,743		Yes (X)
HOHLBEIN BONNIE
CONTROLLER	40.00		$251,566	$0	$47,188			Yes (X)
WITHROW MARTY
EXEC DIR - METADATA & CORE SERVICES	40.00		$222,510	$0	$45,106			Yes (X)
MILLER JIM
EXEC DIR - SOFTWARE DEVELOPMENT	40.00		$223,234	$0	$23,830			Yes (X)
PAINI VICTOR
EXEC DIR - OPERATIONS & TECHNOLOGY	40.00		$211,892	$0	$3,802			Yes (X)
TSAI SHU-EN
EXEC DIR - OCLC APAC	40.00		$209,876	$0	$61,093			Yes (X)
SCHWIETERMAN RICK
EXECUTIVE VP, CFO, TREAS (TERM'D DEC '15)	40.00		$181,299	$0	$0				Yes (X)
TEETS MICHAEL
FORMER OFFICER (AS OF OCT '14)	40.00		$263,040	$0	$16,349				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,482,796	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$825,533	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	304	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PEPPER CONSTRUCTION COMPANY OF OHIO LLC
495 METRO PLACE S SUITE 350	DUBLIN	OH	43017	CONSTRUCTION SERVICES	$10,933,780
INFORMATION CONTROL CO LLC
2500 CORPORATE EXCHANGE DRIVE	COLUMBUS	OH	43231	TEMPORARY DEVELOPER SERVICES	$4,180,835
SQUIRES PATTON BOGGS LLP
41 S HIGH ST STE 2000	COLUMBUS	OH	43215	LEGAL SERVICES	$595,015
ARGENTIC INC
921 SW WASHINGTON ST SUITE 160	PORTLAND	OR	97205	IT CONSULTING/DEVELOPER SERVICES	$535,952
CLOUDERA INC
395 PAGE MILL RD	PALO ALTO	CA	94306	IT CONSULTING/DEVELOPER SERVICES	$501,297

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	31	CntrctRcvdGreaterThan100KCnt
Government Grants	$249,033	GovernmentGrantsAmt
All Other Contributions	$191,439	AllOtherContributionsAmt
Total Contributions	$440,472	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
METADATA	519000	$84,458,865	$84,458,865
RESOURCE SHARE SVCS	519100	$48,658,020	$48,658,020
RESOURCE SHARE SVCS	519100	$45,988,662	$45,988,662
MANAGEMENT SYSTEMS	519100	$23,331,020	$23,331,020

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,368,970	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,368,970	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$205,805,537	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,270,679	TotalRevenueColumnAmt
Exclusion	$7,270,679	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,509	TotalRevenueColumnAmt
Exclusion	$10,509	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,076,640	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,764,517	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$312,123	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$312,123	TotalRevenueColumnAmt
Exclusion	$312,123	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$70,714,667	SecuritiesAmt
Other	$2,937	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$74,051,143	SecuritiesAmt
Other	$431,024	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$3,336,476	SecuritiesAmt
Other	-$428,087	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,764,563	TotalRevenueColumnAmt
Exclusion	-$3,764,563	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	WEB-LINKING COMMISSION	Desc
Business	519100	BusinessCd
Total Revenue Column	$72,355	TotalRevenueColumnAmt
Unrelated Business Revenue	$72,355	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$72,355	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$210,147,112	TotalRevenueColumnAmt
Related Or Exempt Func Income	$205,805,537	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$72,355	UnrelatedBusinessRevenueAmt
Exclusion	$3,828,748	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$134,228	TotalAmt
Program Services	$134,228	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$65,460	TotalAmt
Program Services	$65,460	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,684,970	TotalAmt
Program Services	$3,355,089	ProgramServicesAmt
Management And General	$4,329,881	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$481,050	TotalAmt
Program Services	$317,402	ProgramServicesAmt
Management And General	$163,648	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$92,013,873	TotalAmt
Program Services	$84,275,295	ProgramServicesAmt
Management And General	$7,738,578	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,657,280	TotalAmt
Program Services	$6,360,158	ProgramServicesAmt
Management And General	$297,122	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,961,409	TotalAmt
Program Services	$8,354,995	ProgramServicesAmt
Management And General	$1,606,414	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,350,489	TotalAmt
Program Services	$5,864,585	ProgramServicesAmt
Management And General	$485,904	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$903,634	TotalAmt
Management And General	$903,634	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$527,174	TotalAmt
Management And General	$527,174	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$266,015	TotalAmt
Management And General	$266,015	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,901,719	TotalAmt
Program Services	$5,382,586	ProgramServicesAmt
Management And General	$1,519,133	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$508,736	TotalAmt
Program Services	$508,736	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,414,153	TotalAmt
Program Services	$2,879,693	ProgramServicesAmt
Management And General	$534,460	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$9,906,712	TotalAmt
Program Services	$9,884,052	ProgramServicesAmt
Management And General	$22,660	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,762,951	TotalAmt
Program Services	$3,762,951	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$6,408,192	TotalAmt
Program Services	$6,398,766	ProgramServicesAmt
Management And General	$9,426	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,628,749	TotalAmt
Program Services	$4,969,782	ProgramServicesAmt
Management And General	$658,967	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$821,068	TotalAmt
Program Services	$821,580	ProgramServicesAmt
Management And General	-$512	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,404,988	TotalAmt
Program Services	$1,404,988	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$30,822,200	TotalAmt
Program Services	$30,822,200	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$635,946	TotalAmt
Program Services	$581,057	ProgramServicesAmt
Management And General	$54,889	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
IFM LENDING CREDITS	$10,979,727	$10,979,727
OTHER NONOPERATING-PROG	$3,012,032	$3,012,032
PRODUCT & DISTRIBUTION	$2,705,035	$2,705,035
OTHER NONOPERATING-MGT	$1,138,672		$1,138,672

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$213,096,462	TotalAmt
Program Services	$192,840,397	ProgramServicesAmt
Management And General	$20,256,065	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,789	BOYAmt
EOY	$2,599	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$14,150,562	BOYAmt
EOY	$5,816,676	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$132,674	BOYAmt
EOY	$95,674	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$30,266,182	BOYAmt
EOY	$31,973,843	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$50,000	BOYAmt
EOY	$45,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$6,007	BOYAmt
EOY	$17,886	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,170,345	BOYAmt
EOY	$7,084,882	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$162,707,455	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$93,291,634	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$67,996,229	BOYAmt
EOY	$69,415,821	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$183,984,730	BOYAmt
EOY	$197,352,371	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$35,542,267	BOYAmt
EOY	$38,218,577	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$71,700,692	BOYAmt
EOY	$74,994,809	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$13,476,031	BOYAmt
EOY	$7,254,746	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$423,477,508	BOYAmt
EOY	$432,272,884	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$34,451,381	BOYAmt
EOY	$41,053,948	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$34,132,974	BOYAmt
EOY	$36,560,632	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$78,042,768	BOYAmt
EOY	$63,083,676	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$36,883,280	BOYAmt
EOY	$37,666,082	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$183,510,403	BOYAmt
EOY	$178,364,338	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$239,967,105	BOYAmt
EOY	$253,908,546	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$239,967,105	BOYAmt
EOY	$253,908,546	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$423,477,508	BOYAmt
EOY	$432,272,884	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,949,350	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$18,800,324	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1,909,533	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,771,624	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,041,508	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,451,109	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$621,971	CurrentTaxYearMinus1YearAmt
Current Tax Year	$440,472	CurrentTaxYearAmt
Total	$7,326,684	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$201,680,684	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$205,490,516	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$194,123,273	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$195,553,076	CurrentTaxYearMinus1YearAmt
Current Tax Year	$206,042,058	CurrentTaxYearAmt
Total	$1,002,889,607	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$204,452,308	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$207,532,024	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$195,574,382	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$196,175,047	CurrentTaxYearMinus1YearAmt
Current Tax Year	$206,482,530	CurrentTaxYearAmt
Total	$1,010,216,291	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,623,808	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$983,327	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$728,406	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$988,570	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,626	CurrentTaxYearAmt
Total	$4,336,737	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,678,595	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,975,146	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,709,926	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$326,163	CurrentTaxYearMinus1YearAmt
Total	$11,689,830	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,302,403	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,958,473	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,438,332	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,314,733	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,626	CurrentTaxYearAmt
Total	$16,026,567	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$994,189,724	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,116,543	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$16,936,941	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,529,864	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,395,678	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,357,828	CurrentTaxYearAmt
Total	$55,336,854	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,170	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$68,137	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,104	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$47,274	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,695	CurrentTaxYearAmt
Total	$236,380	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,153,713	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,005,078	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,568,968	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,442,952	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,402,523	CurrentTaxYearAmt
Total	$55,573,234	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$212,606,021	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$224,537,102	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$207,143,350	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$205,617,999	CurrentTaxYearMinus1YearAmt
Current Tax Year	$215,885,053	CurrentTaxYearAmt
Total	$1,065,789,525	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.93280	PublicSupportCY509Pct
Public Support PY509	0.92240	PublicSupportPY509Pct
Investment Income CY	0.05210	InvestmentIncomeCYPct
Investment Income PY	0.05720	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,765,121	OtherCostOrOtherBasisAmt
Book Value	$9,765,121	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$87,369,143	OtherCostOrOtherBasisAmt
Depreciation	$51,018,084	DepreciationAmt
Book Value	$36,351,059	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,377,536	OtherCostOrOtherBasisAmt
Depreciation	$1,655,033	DepreciationAmt
Book Value	$1,722,503	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$62,195,655	OtherCostOrOtherBasisAmt
Depreciation	$40,618,517	DepreciationAmt
Book Value	$21,577,138	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$69,415,821	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC FIXED INCOME	$18,685,765	F
GLOBAL EQUITY INCOME	$19,532,812	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$38,218,577	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DEFERRED RETIREMENT	$199,850
POST RETIREMENT BENEFITS	$14,099,971
MEMBERS SUBSCRIPTION BALANCES	$16,582,714
OTHER LIABILITIES	$6,783,547

Field	Value	IRS element (for citing)
Total Liability	$37,666,082	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	INFORMATION REQUIRED IN SCH D, PART X REGARDING THE FINANCIAL STATEMENT FOOTNOTE FOR LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THIS IS NOW CODIFIED AS ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10. THE TEXT OF THE FOOTNOTE IN OCLC'S CONSOLIDATED FINANCIAL STATEMENTS AS AUDITED BY OCLC'S INDEPENDENT AUDITOR, BDO, IS AS FOLLOWS: ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. OCLC EVALUATED ITS TAX POSITIONS AT JUNE 30, 2017 AND 2016. BASED ON THIS EVALUATION, OCLC DETERMINED THAT THERE WAS NO MATERIAL IMPACT TO THE CORPORATION'S CONSOLIDATED FINANCIAL STATEMENTS.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	2	23	PROGRAM SERVICES	CHINA AND AUSTRALIA PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES.	$3,046,000
NORTH AMERICA (OUTSIDE USA)	1	7	PROGRAM SERVICES	QUEBEC AND MEXICO (HOME OFFICE). SALES SOLICITATION AND INFORMATION ABOUT OCLC PRODUCTS AND SERVICES.	$770,000
NORTH AMERICA (OUTSIDE USA)	1	25	PROGRAM SERVICES	MANITOBA. TECHNICAL SERVICES FOR OCLC CUSTOMERS.	$955,000
EUROPE	7	314	PROGRAM SERVICES	6 DISREGARDED SUBS PROVIDING LIBRARY SERVICES AND SUPPORT TO LIBRARIES IN EUROPE.	$31,195,000
EUROPE			BOARD AND EMEA REGIONAL COUNCIL MEETING IN MADRID		$231,000
EAST ASIA AND THE PACIFIC			GOVERNANCE - REGIONAL COUNCIL MEETING IN MELBOURNE
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,			INVESTMENTS		$19,619,000

Field	Value	IRS element (for citing)
Subtotal Offices	11	SubtotalOfficesCnt
Subtotal Employees	369	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	11	TotalOfficeCnt
Total Employee	369	TotalEmployeeCnt
Subtotal Spent	$55,816,000	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$55,816,000	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	RegionTxt
Purpose Of Grant	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT	PurposeOfGrantTxt
Cash Grant	$24,500	CashGrantAmt
Manner Of Cash Disbursement	CHECK	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
FELLOWSHIPS FOR EDUCATIONAL PROGRAM FOR EARLY CAREER LIBRARIANS FROM DEVELOPING COUNTRIES	SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	3	$1,200	CASH STIPEND OF $100 PER WEEK	$23,496	TRAVEL, MEALS, AND LODGING TO VISIT OCLC'S OFFICES IN THE US AND VARIOUS LIBRARIES IN THE US SO THAT THEY CAN OBSERVE AND LEARN ABOUT LIBRARY OPERATIONS IN OTHER COUNTRIES AS WELL AS GOVERNANCE MODELS FOR INTERNATIONAL LIBRARY COOPERATION.	ACTUAL COSTS EXPENDED
FELLOWSHIPS FOR EDUCATIONAL PROGRAM FOR EARLY CAREER LIBRARIANS FROM DEVELOPING COUNTRIES	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	2	$800	CASH STIPEND OF $100 PER WEEK	$13,765	TRAVEL, MEALS, AND LODGING TO VISIT OCLC'S OFFICES IN THE US AND VARIOUS LIBRARIES IN THE US SO THAT THEY CAN OBSERVE AND LEARN ABOUT LIBRARY OPERATIONS IN OTHER COUNTRIES AS WELL AS GOVERNANCE MODELS FOR INTERNATIONAL LIBRARY COOPERATION.	ACTUAL COSTS EXPENDED

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	OCLC PROVIDES LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT TO LIBRARIES OUTSIDE THE UNITED STATES. THE GRANTEES ARE REQUIRED TO FURNISH A FINAL PROJECT REPORT WHICH IS NONPROPRIETARY AND IN THE PUBLIC DOMAIN.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
AMERICAN LIBRARY ASSOCIATION
50 EAST HURON STREET	CHICAGO	IL	60611	362166947	501(C)(3)	$9,630	OPERATING SUPPORT AND FUNDING FOR VARIOUS AWARDS.
UNITED WAY OF CENTRAL OHIO
360 SOUTH THIRD STREET	COLUMBUS	OH	43215	314393712	501(C)(3)	$10,000	OPERATING SUPPORT
DREXEL UNIVERSITY
3141 CHESTNUT ST	PHILADELPHIA	PA	19104	231352630	501(C)(3)	$20,277	LIBRARY AND INFO SCIENCE RESEARCH GRANT
UNIVERSITY OF TENNESSEE
1534 WHITE AVENUE	KNOXVILLE	TN	37996	626001636	501(C)(3)	$24,895	LIBRARY AND INFO SCIENCE RESEARCH GRANT
RUTGERS UNIVERSITY
3 RUTGERS PLAZA	NEW BRUNSWICK	NJ	08901	122600108	501(C)(3)	$25,000	LIBRARY AND INFO SCIENCE RESEARCH GRANT
COLUMBUS METROPOLITAN LIBRARY
96 S GRANT STREET	COLUMBUS	OH	43215	316401170	501(C)(3)	$10,000	OPERATING SUPPORT FOR CODE4LIB CONFERENCE.
ASSOCIATION OF RESEARCH LIBRARIES
21 DUPONT CIRCLE NW 800	WASHINGTON	DC	20036	510784198	501(C)(3)	$9,500	LIBRARY AND INFO SCIENCE RESEARCH GRANT

Field	Value	IRS element (for citing)
Total501c3 Org	6	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1(H)	FormAndLineReferenceDesc
Explanation	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT PROGRAM: FACULTY IN SCHOOLS OF LIBRARY SCIENCE ARE ELIGIBLE TO APPLY. OCLC ISSUES TO ELIGIBLE SCHOOLS AN ANNUAL CALL FOR PROPOSALS. APPLICANTS RESPOND WITH A COVER PAGE AND PROPOSAL, A DETAILED BUDGET, AND SUPPORTING MATERIALS SUCH AS A CURRICULA VITAE, STAFFING, AND LETTERS OF SUPPORT. PROPOSALS ARE REVIEWED AND SELECTED BY OCLC STAFF AND THEN SUBMITTED TO A REVIEW PANEL FOR FURTHER EVALUATION AND COMMENDATION TO THE VICE PRESIDENT OF OCLC OFFICE OF RESEARCH, WHO MAKES A FINAL DECISION. RESEARCH RESULTS ARE FURNISHED TO OCLC IN A FINAL PROJECT REPORT WHICH MUST BE NONPROPRIETARY AND IN THE PUBLIC DOMAIN. OTHER CONTRIBUTIONS ARE MADE FOR THE GENERAL OPERATING SUPPORT OF VARIOUS GOVERNMENTAL ORGANIZATIONS AND NATIONAL OR LOCAL PUBLIC CHARITIES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Payments For Use Of Residence	Yes (X)	PaymentsForUseOfResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (1)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PRESAS JULIE
GEN COUNSEL, VP OF LEGAL SVS, SECRET	$193,965	$0	$94,976	$0	$7,526	$0	$40,514	$0	$4,794	$0	$341,775	$0	$0	$0
PRICHARD DAVID
PRESIDENT & CEO	$683,677	$0	$773,180	$0	$21,286	$0	$68,863	$0	$15,376	$0	$1,562,382	$0	$0	$0
ROZEK WILLIAM
CFO, TREASURER (START OCT '15)	$285,930	$0	$154,672	$0	$5,741	$0	$26,073	$0	$5,655	$0	$478,071	$0	$0	$0
BORDAS ANDREW
VP MANAGEMENT AND CUSTOMER RELATIONS	$203,871	$0	$108,644	$0	$1,025	$0	$18,790	$0	$15,313	$0	$347,643	$0	$0	$0
CROCCO BRUCE
VP LIBRARY SERVICES FOR THE AMERICAS	$189,062	$0	$115,893	$0	$6,562	$0	$36,090	$0	$10,763	$0	$358,370	$0	$0	$0
DEMPSEY LORCAN
VP OCLC RESEARCH & CHIEF STRATEGIST	$263,334	$0	$131,910	$0	$10,879	$0	$74,863	$0	$17,308	$0	$498,294	$0	$0	$0
JACOBS JEFF
CHIEF INFORMATION OFFICER	$267,673	$0	$137,124	$0	$4,786	$0	$37,342	$0	$35	$0	$446,960	$0	$0	$0
NILGES WILLIAM
VP BUSINESS DEVELOPMENT	$185,536	$0	$107,276	$0	$1,794	$0	$64,006	$0	$15,310	$0	$373,922	$0	$0	$0
SAUER-GAMES MARY
VP PRODUCT MANAGEMENT	$213,494	$0	$106,046	$0	$3,429	$0	$21,967	$0	$5,645	$0	$350,581	$0	$0	$0
SPAYDE TAMMI
VP CORPORATE HUMAN RESOURCES	$242,366	$0	$127,251	$0	$2,318	$0	$45,942	$0	$15,318	$0	$433,195	$0	$0	$0
WANG ANDREW
VP OCLC ASIA PACIFIC	$185,166	$0	$90,620	$0	$9,937	$0	$45,876	$0	$12,176	$0	$343,775	$0	$0	$0
SINGH INDY
GENERAL MANAGER OCLC EMEA UK	$128,055	$0	$30,832	$0	$9,096	$0	$6,403	$0	$0	$0	$174,386	$0	$0	$0
VAN LUBEEK ERIC
VP MANAGING DIRECTOR EMEA & APAC	$232,514	$0	$114,007	$0	$36,803	$0	$23,743	$0	$0	$0	$407,067	$0	$0	$0
HOHLBEIN BONNIE
CONTROLLER	$189,849	$0	$58,369	$0	$3,348	$0	$41,546	$0	$5,642	$0	$298,754	$0	$0	$0
WITHROW MARTY
EXEC DIR - METADATA & CORE SERVICES	$168,774	$0	$47,595	$0	$6,141	$0	$40,315	$0	$4,791	$0	$267,616	$0	$0	$0
MILLER JIM
EXEC DIR - SOFTWARE DEVELOPMENT	$145,367	$0	$32,666	$0	$45,201	$0	$12,672	$0	$11,158	$0	$247,064	$0	$0	$0
PAINI VICTOR
EXEC DIR - OPERATIONS & TECHNOLOGY	$178,107	$0	$32,917	$0	$868	$0	$3,298	$0	$504	$0	$215,694	$0	$0	$0
TSAI SHU-EN
EXEC DIR - OCLC APAC	$144,005	$0	$59,912	$0	$5,959	$0	$56,306	$0	$4,787	$0	$270,969	$0	$0	$0
SCHWIETERMAN RICK
EXECUTIVE VP, CFO, TREAS (TERM'D DEC	$0	$0	$115,421	$0	$65,878	$0	$0	$0	$0	$0	$181,299	$0	$0	$0
TEETS MICHAEL
FORMER OFFICER (AS OF OCT '14)	$86,907	$0	$52,656	$0	$123,477	$0	$8,694	$0	$7,655	$0	$279,389	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST-CLASS OR CHARTER TRAVEL: AT HIS DISCRETION, DAVID PRICHARD, PRESIDENT & CEO, IS ALLOWED TO USE FIRST-CLASS AIRLINE TRAVEL FOR BUSINESS PURPOSES FOR FLIGHTS OVER 2.5 HOURS WITHIN THE UNITED STATES. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. SPOT BONUSES AND CERTAIN MOVING EXPENSE PAYMENTS ARE GROSSED UP. PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE: CARL BUSH, EXECUTIVE DIRECTOR OF US LIBRARY SERVICES, AND DONALD LITNER, LIBRARY SERVICES CONSULTANT, TRAVEL EXTENSIVELY ON BEHALF OF OCLC AND USE THEIR RESPECTIVE PERSONAL RESIDENCES AS A HOME BASE. THEY EACH RECEIVE AN ANNUAL ALLOWANCE FOR BUSINESS USE OF THEIR RESIDENCE, AND THE AMOUNT IS INCLUDED IN THEIR TAXABLE COMPENSATION. MARIA AMOR, AN EMPLOYEE BASED IN MEXICO CITY, RECEIVES AN ALLOWANCE FOR BUSINESS USE OF HER PERSONAL RESIDENCE. HEALTH OR SOCIAL CLUB DUES. OCLC PROVIDES A FITNESS CLUB ALLOWANCE FOR ANY EMPLOYEE NOT WORKING AT OCLC'S DUBLIN, OHIO HEADQUARTERS. DONALD LITNER, LIBRARY SERVICES CONSULTANT, RECEIVES SUCH AN ALLOWANCE, AND THE AMOUNT IS INCLUDED IN HIS TAXABLE COMPENSATION.
PART I, LINES 4A-B	MICHAEL TEETS (FORMER OFFICER) AND JIM MILLER (FORMER DIRECTOR, SOFTWARE DEVELOPMENT) TERMINATED OCTOBER 2014 AND NOVEMBER 2016, RESPECTIVELY, AND RECEIVED SEVERANCE PAYMENTS, ALL OF WHICH WAS INCLUDED IN THEIR TAXABLE COMPENSATION. THE AMOUNTS WERE $93,991 AND $24,286, RESPECTIVELY. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT FROM A 457B PLAN, ALL OF WHICH WAS REPORTED IN SCHEDULE J, PART II, COLUMN F: ROBERT JORDAN (FORMER PRESIDENT & CEO) AND JAMES HOUFEK (FORMER VP & GENERAL COUNSEL). THE AMOUNTS WERE $12,559 AND $32,000 RESPECTIVELY. SOME INDIVIDUALS REPORTED IN PART VII PARTICIPATED IN A SPLIT-DOLLAR LIFE INSURANCE PLAN. THEY ARE LISTED BELOW TOGETHER WITH THE AMOUNT OF TAXABLE COMPENSATION REPORTED DUE TO THEIR PARTICIPATION. BRUCE CROCCO 2,775 LORCAN DEMPSEY 2,594 WILLIAM NILGES 1,862 ANDREW WANG 2,705
PART I, LINE 7	OCLC MAINTAINS THREE DIFFERENT INCENTIVE COMPENSATION PLANS THAT ARE BASED IN PART ON THE GLOBAL PERFORMANCE OF OCLC AND ITS SUBSIDIARIES. A PERCENTAGE OF TOTAL COMPENSATION IS CONSIDERED VARIABLE COMPENSATION AND DEPENDS UPON THE OUTCOME OF SPECIFIC PLAN OBJECTIVES. THE PLANS ARE THE SALES INCENTIVE PLAN (SIP), THE MANAGEMENT INCENTIVE PLAN (MIP) AND THE LONG-TERM INCENTIVE PLAN (LTIP). EXECUTIVES ARE PARTICIPANTS IN BOTH THE MIP AND THE LTIP. ALL PERFORMANCE AWARDS FOR THE CEO AND OTHER EXECUTIVES ARE REVIEWED AND APPROVED BY THE OCLC BOARD OF TRUSTEES. ALL INCENTIVE PLANS ARE REGULARLY REVIEWED BY OUTSIDE COMPENSATION CONSULTANTS, THE LAST SUCH OCCURRING IN FEBRUARY 2016.
PART I, LINE 8	THE ORGANIZATION ENGAGED A NEW EXECUTIVE DURING THE FISCAL YEAR ENDING JUNE 30, 2014, WHO WAS NOT A DISQUALIFIED PERSON PRIOR TO ENTERING INTO THE CONTRACT. THE BASE SALARY WAS FIXED AND THUS SUBJECT TO THE INTITIAL CONTRACT EXCEPTION. NEVERTHELESS, THE ORGANIZATION FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES IN DETERMINING THE REASONABLENESS OF THE EXECUTIVE'S COMPENSATION.
DESCRIPTION OF OCLC MANAGEMENT SAVINGS PLAN	EFFECTIVE JULY 1, 1997, AND EXTENDING THROUGH APRIL 30, 2002 CERTAIN EMPLOYEES AND TRUSTEES ELECTED TO PARTICIPATE IN THE OCLC MANAGEMENT SAVINGS PLAN (THE PLAN), A NON-QUALIFIED INCENTIVE BENEFIT PROGRAM FOR CERTAIN EMPLOYEES AND TRUSTEES WHO CONTRIBUTED TO THE SUCCESS OF OCLC. EFFECTIVE MAY 1, 2002, THE PLAN WAS FROZEN AND NO ADDITIONAL CONTRIBUTIONS HAVE BEEN, OR WILL BE, ACCEPTED. EARNINGS ON EXISTING BALANCES ARE DISTRIBUTED ANNUALLY TO PARTICIPANTS AND INCLUDED ON W-2S AND 1099S IN THE YEAR OF DISTRIBUTION. UNDER THE PLAN PARTICIPANTS RECEIVE THE RIGHT TO PURCHASE MUTUAL FUND SHARES FOR A FIXED PRICE. SUCH RIGHT CAN, GENERALLY, BE EXERCISED AT ANY TIME WITHIN A 20-YEAR PERIOD FOLLOWING THE DATE OF GRANT. HOWEVER, IN THE CASE OF A PARTICIPANT'S DEATH, RIGHTS HELD BY SUCH PARTICIPANT MUST BE EXERCISED WITHIN SIX MONTHS FROM THE DATE OF DEATH, AND IN THE CASE OF TERMINATION OF EMPLOYMENT (EXCEPT FOR RETIREMENT) RIGHTS HELD BY THE TERMINATED PARTICIPANT MUST BE EXERCISED WITHIN SIX MONTHS OF THE DATE OF TERMINATION (UNLESS EXTENDED BY THE PRESIDENT). COMPENSATION INCOME ATTRIBUTABLE TO RIGHTS GRANTED UNDER THE PLAN, FOR TAX REPORTING PURPOSES, IS NEITHER DETERMINABLE AT THE TIME OF GRANT THEREOF, NOR AT OCLC'S FISCAL YEAR END, IF STILL OUTSTANDING. MORE SPECIFICALLY, IT IS ONLY UPON EXERCISE OF ONE OF THESE RIGHTS THAT A PARTICIPANT MUST RECOGNIZE COMPENSATION INCOME, FOR TAX REPORTING PURPOSES. PARTICIPANTS IN THE PLAN REPORTED ON THIS RETURN: ROBERT JORDAN. FORMER PRESIDENT AND CEO RICK SCHWIETERMAN. FORMER EXECUTIVE VP AND CFO LORCAN DEMPSEY. VP RESEARCH & STRATEGIST CATHERINE DE ROSA. FORMER VP GLOBAL MARKETING GEORGE NEEDHAM. FORMER VP GLOBAL COUNCIL

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
A	571239430	NONEAVAIL	2009-08-10	$30,000,000	SEE PART VI	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
B	571239430	NONEAVAIL	2013-06-19	$24,000,000	SEE PART VI	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
C	571239430	NONEAVAIL	2014-10-28	$30,000,000	SEE PART VI	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
D	571239430	NONEAVAIL	2016-04-14	$30,000,000	SEE PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$22,426,487	$30,000,000	$161,760	$12,314,796	$17,523,444	2009	Yes (1)	Yes (1)	Yes (1)
B	$13,381,473	$24,000,000	$68,500	$23,931,500		2013	0	Yes (1)	Yes (1)
C	$11,049,198	$30,000,000		$30,000,000		2014	0	Yes (1)	Yes (1)
D	$4,059,166	$30,000,000		$30,000,000		2016	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH K, PART I	FormAndLineReferenceDesc
Explanation	BOND A, COLUMN F - TO REFUND BONDS ISSUED 12/19/1998 AND AQUIRE OFFICE SYSTEMS AND EQUIPMENT BOND B, COLUMN F - TO ACQUIRE REAL PROPERTY, EQUIPMENT, DATABASES, AND SOFTWARE BOND C, COLUMN F - TO ACQUIRE REAL PROPERTY AND EQUIPMENT BOND D, COLUMN F - TO ACQUIRE REAL PROPERTY, EQUIPMENT, AND DATABASES	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	LORCAN DEMPSEY	PersonNm
Relationship With Org	OFFICER	RelationshipWithOrgTxt
Loan Purpose	PART V	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$50,000	OriginalPrincipalAmt
Balance Due	$45,000	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	0	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$45,000	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	SONYA OLIVER	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SPOUSE OF OFFICER	RelationshipDescriptionTxt
Transaction	$105,098	TransactionAmt
Transaction	EMPLOYMENT FAMILY MEMBER OF AN OCLC OFFICER	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART II	FormAndLineReferenceDesc
Explanation	OCLC LOANED FUNDS TO THIS OFFICER TO FACILITATE HIS RELOCATION TO OCLC'S HEADQUARTERS IN DUBLIN, OHIO DURING A PRIOR FISCAL YEAR. THESE FUNDS WERE USED TO FINANCE A NEW PRINCIPAL RESIDENCE. THE LOAN IS THE RESULT OF ARMS-LENGTH NEGOTIATION AND PROVIDES FOR A BALLOON REPAYMENT AT THE END OF THE TERM. INTEREST IMPUTED ON THIS LOAN AS DESCRIBED IN SECTION 7872 OF THE INTERNAL REVENUE CODE IS REPORTED IN PART VII AND SCHEDULE J OF THIS RETURN.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1	THE BOARD OF TRUSTEES MAY DESIGNATE THREE (3) OR MORE TRUSTEES, INCLUDING THE CHAIR OF THE BOARD, TO CONSTITUTE AN EXECUTIVE COMMITTEE, WHICH COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION.
FORM 990, PART VI, SECTION A, LINE 4	SINCE THE LAST 990 WAS FILE, OCLC'S BYLAWS WERE CHANGED TO 1) REFLECT THE CORPORATE NAME CHANGE, 2) TO ADJUST THE SCOPE OF THE AUTHORITY FOR THE FINANCE AND INVESTMENT COMMITTEE, AND, 3) CHANGED THE THRESHOLD AMOUNTS WHICH REQUIRE BOARD APPROVAL FOR LOANS AND CAPITAL INVESTMENTS.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERSHIP IN OCLC IS OPEN TO ANY LIBRARY OR OTHER MEMORY INSTITUTION THAT EMBRACES THE OCLC VALUES OF COLLABORATION AND SHARING. INSTITUTIONS WORLDWIDE BECOME MEMBERS BY CONTRACTUALLY AGREEING TO CONTRIBUTE INTELLECTUAL CONTENT OR SHARE RESOURCES. MEMBERS MAY INCLUDE LIBRARIES, MUSEUMS, ARCHIVES, HISTORICAL SOCIETIES, OR SIMILAR INSTITUTIONS. OCLC MEMBERS IN EACH OF THREE WORLDWIDE REGIONS ORGANIZE INTO REGIONAL COUNCILS. EACH REGIONAL COUNCIL ELECTS DELEGATES TO THE OCLC GLOBAL COUNCIL. THIS BODY CONSISTS OF 48 MEMBER DELEGATES AND IT ARTICULATES THE VARIOUS INTERESTS OF THE OCLC MEMBERS TO THE OCLC BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7A	THE OCLC GLOBAL COUNCIL ELECTS SIX MEMBERS OF THE OCLC BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7B	PRIOR TO NOVEMBER 16, 2016, RATIFICATION OF CHANGES TO THE ARTICLES OF INCORPORATION OR THE CODE OF REGULATIONS BY THE GLOBAL COUNCIL WAS REQUIRED FOR THE CHANGES TO TAKE EFFECT.
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 RETURN AND RELATED SCHEDULES AND FILINGS (THE "RETURN") ARE PREPARED AND REVIEWED INTERNALLY BY OCLC FINANCE STAFF IN CONSULTATION WITH APPROPRIATE OCLC PERSONNEL. THE RETURN IS THEN REVIEWED BY BDO USA, LLP. UPON BDO'S REVIEW, THE RETURN IS REVIEWED BY APPROPRIATE OCLC MANAGEMENT PERSONNEL, SUCH AS THE CHIEF FINANCIAL OFFICER, GENERAL COUNSEL, AND CONTROLLER. UPON MANAGEMENT'S APPROVAL, THE RETURN IS PROVIDED ELECTRONICALLY TO THE BOARD OF TRUSTEES. UPON BOARD OF TRUSTEE REVIEW, THE RETURN IS SIGNED BY THE CHIEF FINANCIAL OFFICER AND FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ALL EMPLOYEES ARE REQUIRED TO CERTIFY THEIR KNOWLEDGE OF, AND COMPLIANCE WITH, THE POLICY ON AN ANNUAL BASIS BY SIGNING A STATEMENT. IF IT IS UNCLEAR IF A CONFLICT EXISTS, THE EMPLOYEE MUST CONTACT THE GENERAL COUNSEL FOR CLARIFICATION. IN ADDITION TO THE GENERAL POLICY FOR ALL EMPLOYEES, MEMBERS OF THE OCLC BOARD OF TRUSTEES AND THE STRATEGIC LEADERSHIP TEAM ARE REQUIRED TO ANSWER MORE DETAILED QUESTIONS IN WRITING ON AN ANNUAL BASIS AND ALL RESPONSES ARE REVIEWED BY THE AUDIT COMMITTEE OF THE OCLC BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15	FOR ALL EXECUTIVES, THE PERSONNEL AND COMPENSATION COMMITTEE OF THE OCLC BOARD OF TRUSTEES REVIEWS THE PROPOSED COMPENSATION AND AN ANALYSIS OF COMPENSATION IN THE MARKETPLACE FOR COMPARABLE POSITIONS PREPARED BY AN OUTSIDE CONSULTANT. ONCE APPROVED BY THE COMMITTEE, THE ENTIRE BOARD OF TRUSTEES MEETS IN EXECUTIVE SESSION TO REVIEW AND VOTE ON THE COMPENSATION PACKAGES. THE COMMITTEE AND THE FULL BOARD CONSIST ONLY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO SETTING THE COMPENSATION FOR THE EXECUTIVES. WRITTEN MINUTES OF ALL BOARD COMMITTEES AND BOARD OF TRUSTEE MEETINGS ARE PREPARED. MORE INFORMATION ABOUT OCLC EXECUTIVE COMPENSATION CAN BE FOUND ON THE OCLC WEBSITE AT THE FOLLOWING LINK: HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE/EXECUTIVE_COMPENSATION.HTML
FORM 990, PART VI, SECTION C, LINE 19	THE ARTICLES OF INCORPORATION AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE OCLC WEBSITE. HTTP://WWW.OCLC.ORG/EN-US/MEMBERSHIP/COUNCILS.HTML HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE.HTML IN ADDITION, THE ANNUAL REPORT (INCLUDING CONDENSED FINANCIAL STATEMENTS) IS PROVIDED TO THE DIRECTORS OF ALL MEMBERS. THE ANNUAL REPORT IS ALSO AVAILABLE ON THE OCLC WEBSITE HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE.HTML
FORM 990, PART XI, LINE 9:	FOREIGN CURRENCY TRANSLATION 319,454. UNREALIZED POST RETIREMENT -2,233,657. INCOME ON INVESTMENT IN SUBSIDIARIES 4,670.
PHILOSOPHY STATEMENT ON BOARD OF TRUSTEES COMPENSATION	SINCE 1979, THE OCLC BOARD OF TRUSTEES HAS DETERMINED THAT COMPENSATION FOR TRUSTEE SERVICE IS APPROPRIATE IN ORDER TO ATTRACT AND RETAIN THE MOST QUALIFIED AND ABLE INDIVIDUALS, TO PROMOTE ECONOMIC DIVERSITY BY PROVIDING AN OPPORTUNITY TO CONTRIBUTE TO THE WORK OF THE BOARD BY THOSE WHO MIGHT OTHERWISE BE UNABLE TO DO SO, AND TO PROVIDE TANGIBLE COMPENSATION FOR THE CONSIDERABLE TIME AND EFFORT OF TRUSTEES IN SUPPORT OF OCLC'S MISSION. BECAUSE OF THE SIGNIFICANT TIME COMMITMENT INVOLVED IN BOARD SERVICE, MANY TRUSTEES MUST LIMIT CONSULTING AND OTHER ACTIVITIES FOR WHICH THEY WOULD BE COMPENSATED. COMPENSATION WILL BE PROVIDED TO NON-EMPLOYEE TRUSTEES, BY ACTION OF THE BOARD, AT LEVELS CONSISTENT WITH THOSE PROVIDED BY OTHER NON-PROFIT ORGANIZATIONS THAT ALSO COMPENSATE THEIR BOARD MEMBERS/TRUSTEES (WITH MARKET DEFINED BY DATA FROM 990 FILINGS, SUPPLEMENTED BY NON-PROFIT PUBLISHED SURVEY DATA). COMPENSATION LEVELS ARE ALSO REVIEWED FROM TIME TO TIME BY INDEPENDENT COMPENSATION CONSULTANTS FOR BENCHMARKING AGAINST OTHER NON-PROFIT ORGANIZATIONS. BOARD COMPENSATION CONSISTS OF CASH PAYMENTS STRUCTURED AS A COMBINATION OF RETAINERS AND MEETING FEES, WITH HIGHER COMPENSATION AMOUNTS FOR CHAIRS OF THE BOARD AND BOARD COMMITTEES REFLECTING THE ADDITIONAL TIME REQUIREMENTS OF THESE POSITIONS. FROM TIME TO TIME, THERE MAY ALSO BE ADDITIONAL TRUSTEE COMPENSATION FOR SPECIAL PROJECTS/ASSIGNMENTS AS DETERMINED BY THE BOARD, DEPENDING ON DURATION AND ADDITIONAL TIME REQUIREMENTS. MORE INFORMATION ABOUT OCLC BOARD COMPENSATION CAN BE FOUND ON THE OCLC WEBSITE AT THE FOLLOWING LINK: HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE/COMPENSATION_Q_AND_A.HTML

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
OCLC EMEA BV
SCHIPHOLWEG 99 2316 XA	LEIDEN	NL	981065403	HOLDING COMPANY	NL	$3,538,212	$13,368,946	OCLC ONLINE COMPUTER LIBRARY CENTER INC
OCLC BV
SCHIPHOLWEG 99 2316 XA	LEIDEN	NL	981065524	INFORMATION SERVICES	NL	$13,863,773	$6,082,139	OCLC EMEA BV
OCLC GMBH
GRUNWALDER WEG 28G	D OBERHACHING	GM	981063976	INFORMATION SERVICES	GM	$14,361,337	$5,287,214	OCLC EMEA BV
OCLC (UK) LIMITED
8 ST MARYS GATE	SHEFFIELD S LW	UK	981067510	INFORMATION SERVICES	UK	$8,805,482	$4,179,410	OCLC EMEA BV
HKA
GRONINGERWEG 13-C	TA PATERSWOLDE	NL		INFORMATION SERVICES	NL	$4,860,552	$1,416,842	OCLC EMEA BV
IFNET SRL
VAILE DEI MILLE	FIRENZE	IT		INFORMATION SERVICES	IT	$493,243	$1,637,986	OCLC EMEA BV

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Share Of Total IncomeShareOfTotalIncomeAmt
OCLC INFORMATION DISTRIBUTION INC
6565 KILGOUR PLACE	DUBLIN	OH	43017	870374788	INFORMATION SERVICES	OH	OCLC ONLINE COMPUTER LIBRARY CENTER INC	C	$51,642	1.00000	Yes (1)
OCLC AG
					INFORMATION SERVICES		OCLC GMBH	C	$343,416	1.00000	Yes (1)	ST JAKOBS-STRASSE 96	CH BASEL	SZ	SZ	$473,368

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (1)	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
OCLC AG
L	$80,641	PER CONTRACT
OCLC AG
M	$125,344	PER CONTRACT