2017-07-06T12:16:59-07:00 2016-08-31 990 2015-09-01 362166947 AMERICAN LIBRARY ASSOCIATION AMER 3122805834 50 East Huron Street Chicago IL 606112795 Keith Fiels Executive Director 3122801392 2017-07-06 2015 2021-01-29 14:40:06Z Keith Fiels 50 East Huron Street Chicago IL 606112795 82501328 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 11 311 75 5216043 0 17449579 15940083 25749273 25526732 4287888 1992759 6834622 7070155 54321362 50529729 3130966 1873463 0 0 26522744 23181948 0 0 323327 27230793 27580702 56884503 52636113 -2563141 -2106384 76735284 74872198 46033717 45343566 30701567 29528632 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 10696385 0 0 Mutual membership benefit programs, general/other-Membership services provided in conjunction with member participation. Personal and organizational members totaled 57,000 as of August 31, 2016. 7928238 0 12745819 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. 3435887 0 11239299 Publishing-publishing of trade journals and books to aide the profession. Published 12 trade journals and 48 books on a variety of topics of interest to the profession during the year. 24382823 0 1048146 Mutual membership benefit programs, general/other: General activities such as diversity, international relations, accreditation and monitoring legislation. (17 offices/departments) 1873463 1873463 0 Mutual membership benefit programs, general/other: Programs related to grants and awards as per donor's requirements (705 beneficiaries). 204123 0 0 Mutual membership benefit programs, general/other: Round Table discussions and activities (20 Round Tables). 26460409 1873463 1048146 48520919 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 X 885 0 1 311 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 Sari Feldman President 5 0 X X 0 0 0 Julie Todaro President-Elect 5 0 X X 0 0 0 Courtney Young Immediate Past President 5 0 X X 0 0 0 Mario Gonzalez Treasurer 5 0 X X 0 0 0 Robert Banks Board Member 5 0 X 0 0 0 Gina Persichini Board Member 5 0 X 0 0 0 Sara Kelly Johns Board Member 5 0 X 0 0 0 Loida Garcia-Febo Board Member 5 0 X 0 0 0 Julius C Jefferson Jr Board Member 5 0 X 0 0 0 James Neal Board Member 5 0 X 0 0 0 Peter Hepburn Board Member 5 0 X 0 0 0 Mike Marlin Board Member 5 0 X 0 0 0 Keith Fiels Executive Director 35 0 X 245735 0 26180 Mark Leon CFO 35 0 X 106560 0 4561 Mary Ghikas Senior Associate Executive Director 35 0 X 212894 0 27435 Don Chatham Associate Executive Director 35 0 X 161338 0 31071 Cathleen Bourdon Associate Executive Director 35 0 X 155754 0 17091 Emily Sheketoff Associate Executive Director 35 0 X 158374 0 20147 Sally Reed Executive Director-United for Libraries 35 0 X 131585 0 26669 Mary Ellen Davis Executive Director - ACRL 35 0 X 135086 0 27284 Alan Inouye Director 35 0 X 133991 0 18190 Dan Hoppe Director 35 0 X 120480 0 30663 1561797 0 229291 30 0 1 0 RR Donnelley Receivables Inc PO Box 932721 Cleveland OH 44193 Printing, mail, photography, order processing/fulfillment services 576687 Hall Erickson 98 E Naperville Rd Westmont IL 60559 Trade show consulting 440295 PC Connection 730 Milford Road Merrimack NH 03054 Information technology consulting services 527778 Promet Solutions Corporation 1802 W Berteau Avenue Unit 209 Chicago IL 60613 Information technology consulting services 535917 BrightKey Inc 9050 Junction Drive Annapolis Junction MD 20701 Fulfillment center services 450189 39 0 8432373 0 0 1644650 5863060 0 15940083 Advertising, net 541800 5216043 0 5216043 0 Sales of materials 511130 1443949 1443949 0 0 Subscriptions 511120 4609683 4609683 0 0 Meetings and conferences 541900 13201124 13201124 0 0 1055933 1055933 0 0 25526732 1835161 0 0 1835161 0 0 0 0 1649255 1649255 0 0 0 0 31666231 0 31508633 0 157598 0 157598 0 0 157598 0 5751027 462966 5288061 5288061 0 0 Mailing list rental 511140 132839 0 0 132839 0 0 0 0 132839 50529729 27248005 5216043 2125598 0 1873463 1873463 0 0 882281 317092 565189 0 15671043 11955472 3502365 213206 886787 657460 217905 11422 4482389 2223636 2221579 37174 1259448 933749 309477 16222 0 253234 49559 203552 123 95211 95211 224941 224941 0 332457 241125 91332 5175503 4440875 720520 14108 79254 79254 2601315 2267435 329035 4845 848101 339240 508861 637070 637070 368804 36183 332621 2072276 1919910 143874 8492 6406928 6227065 173586 6277 190338 131151 59187 2789033 1396122 1392451 460 132124 40527 91597 Bad debt 74375 74375 0 Publications and printing 3732186 3664187 57041 10958 Equipment/furniture rental and repair 537782 361663 176119 Internal overhead 15106 7740111 -7725005 1014664 689254 325370 40 52636113 48520919 3791867 323327 1120194 522362 14486928 14154503 1217254 571552 3999837 3735510 155000 105000 1584741 1782817 1090660 474212 43074243 31886402 11714255 11187841 37764816 39106218 3601599 3232183 76735284 74872198 5943218 4150539 12770879 13420223 6124004 5529604 21195616 22243200 46033717 45343566 X 25657277 25017782 4529590 3996150 514700 514700 30701567 29528632 76735284 74872198 X -2106384 939335 0 0 0 -5886 X 0 1 X 1 1 1 X 15558659 16522474 14631292 17449579 15940083 80102087 23814049 23581377 25677153 24629873 25598750 123301202 39372708 40103851 40308445 42079452 41538833 203403289 0 0 0 0 0 0 203403289 3546210 3496690 3453854 3738560 3617255 17852569 3546210 3496690 3453854 3738560 3617255 17852569 -24536 30655 0 0 0 6119 42894382 43631196 43762299 45818012 45156088 221261977 0.91929 0.91787 0.08069 0.08230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 224941 224941 47223485 47448426 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 228722 202442 222775 224941 878880 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 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 14399308 3428 409394 0 231229 0 14580901 0.91 0.03 0.06 0 0 0 2443394 2443394 0 14326422 9779915 4546507 0 0 0 0 0 20778881 17528528 3250353 0 5525546 4577959 947587 11187841 0 Post-retirement benefits 22243200 22243200 X 52162823 957611 0 0 675483 1633094 50529729 0 0 0 50529729 53317179 0 0 0 681066 681066 52636113 0 0 0 52636113 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, 2016 and 2015. 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 (recovery) for unrelated business income taxes was $-0- in 2016 and 2015. The tax years ended 2012, 2013 and 2014 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, 2016 and 2015. Schedule D, Part XI, Line 2d Cost of goods sold - $462,966; ALA/Allied Professional Association revenues - $176,941; Edwards Trust operating revenues - $37,198; Edwards Trust realized gains - $4,232; Change in value of related party investment - ($5,854) Schedule D, Part XII, Line 2d Cost of goods sold - $462,966; ALA/Allied Professional Association expenses - $153,399; Edwards Trust operating expenses - $64,669; Rounding - $32 1 Diversity Research Grants 3 7500 PLA Services to Members 12 12000 PLA DEMCO New Leaders Travel Grants 4 5000 PLA Charlie Robinson Award 1 1000 PLA Allie Beth Martin Award 1 3000 PLA John Iliff Award 1 1000 PLA Upstart Innovation Award 1 2000 PLA Public Libraries Feature Article Award 2 800 ACRL Awards 9 10500 ACRL National Diversity Scholarship 1 5000 ACRL Rare Books and Manuscripts Scholarships 13 10315 ACRL Immersion Scholarships 15 12000 AASL Emerging Leader Awards 2 2000 AASL Awards 8 27500 ASCLA Keystone Library Automation System (KLAS) & National Organization on Disability (NOD) Award 1 1000 ALCTS Services to Members 14 18000 RUSA Spectrum Scholarship 1 2000 RUSA Awards 13 29000 UFL Awards 5 4550 LITA Emerging Leader Award 1 1000 LITA Christian (Chris) Larew Memorial Scholarship 1 3000 LITA Ex Libris Student Writing Award 1 1000 LITA OCLC Minority Scholarship in Library and Information Technology 1 3000 LITA Library Hi Tech Award 1 1000 LITA LSSI Minority Scholarship 1 2500 ALSC Emerging Leader Award 1 1000 YALSA Teen Tech Week Awards 20 20000 IFRT Awards 3 1000 NMRT Professional Development Award 1 1000 NMRT Emerging Leader Award 1 500 LRRT Jesse H. Shera Award for Excellence in Published Research 2 250 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 3 3500 LearnRT Award 1 1000 RMRT Award 1 1000 VRT Award 1 1000 GLBTRT Awards 7 7500 Hornback Scholarship 1 3000 Bogle Award 1 500 Emily Dean Heiman Award 1 800 PPO Sara Jaffarian School Library Program Award for Exemplary Humanities Programming 1 5000 William Gordon Scholarship 1 5518 Betty Turock Scholarship 1 5250 Spectrum Diversity Scholarships 56 282243 Calloway Family Spectrum Diversity Scholarship 1 5250 Baber Awards 2 3035 Haycock Award 1 1000 Boyd Military Award 1 5000 Schneider Family Book Awards 5 20000 Lippencott Award 1 1500 Carnegie Whitney Awards 23 51368 Hugh Atkinson Memorial Award 1 4000 Melcher Scholarships 5 18750 Distinguished Service Award 1 2000 YALSA Award 1 1000 General Scholarships 5 16500 Clift Scholarship 1 3000 Futas Award 1 1000 Gale Cengage Award 1 2500 Winsor Award 1 500 Rockosza Award 1 3000 Olofson Award 1 1000 NEH Latino Americans Award 1 3000 Office for Diversity, Literacy and Outreach Services Awards 3 15000 Dollar General American Dream Grant and Awards 3 3550 Marina Welmers Inspire Collection Development Grants 4 20000 Marina Welmers Inspire Special Event Grants 5 10000 Dollar General Beyond Words Awards 2 25000 Carnegie Medal Awards 4 13000 ALSC Curiosity Grants 78 577218 ALSC Dollar General Building STEAM with Día Mini-grants 10 20000 ALSC Dollar General Día Turns 20 Mini-grants 20 40000 YALSA Dollar General Everyone Reads @ Your Library Awards 48 51500 Loleta Fyan Awards 2 5000 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 Grolier Foundation Award 1 1000 Dewey Medal Award 1 2000 Ernest A. DiMattia Jr. Award 1 5000 EBSCO Scholarships 12 13686 Info Today Library Future Award 1 1500 Excellence in Library Programming Award 1 5000 ACRL WESS De Gruyter Librarian Award 1 2738 Putnam Grosset Awards 7 12400 Friends of YALSA Awards 13 13662 Eisner Foundation Graphic Novel Grants 3 5000 International Book Fair 121 12100 ASCLA Emerging Leader Award 1 1000 PPO Great Stories Club Grants 52 96819 PPO Native Voices Traveling Exhibition Grants 21 5250 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 1 0 0 0 0 0 0 0 Keith Fiels Executive Director 245735 0 0 0 0 0 17118 0 9062 0 271915 0 Mary Ghikas Senior Associate Executive Director 212894 0 0 0 0 0 15167 0 12268 0 240329 0 Mark Leon CFO 106560 0 0 0 0 0 0 0 4561 0 111121 0 Emily Sheketoff Associate Executive Director 158374 0 0 0 0 0 11086 0 9062 0 178522 0 Don Chatham Associate Executive Director 161338 0 0 0 0 0 11501 0 19569 0 192408 0 Cathleen Bourdon Associate Executive Director 155754 0 0 0 0 0 10840 0 6251 0 172845 0 Mary Ellen Davis Executive Director - ACRL 135086 0 0 0 0 0 9764 0 17520 0 162370 0 Sally Reed Executive Director-United for Libraries 131585 0 0 0 0 0 9467 0 17203 0 158255 0 Alan Inouye Director 133991 0 0 0 0 0 9516 0 8673 0 152180 0 Dan Hoppe Director 120480 0 0 0 0 0 0 0 30663 0 151143 0 Schedule J, Part I, Line 4 Keith Fiels - $40,000 Mary Ghikas - $10,000 Form 990, Part V, Line 7h No contributions in excess of $500 were received. Form 990, Part VI, Section A, Line 6 The organization is a stockless corporation governed by its membership. Form 990, Part VI, Section A, Line 7a The organization's members elect the governing body, the Executive Board. Form 990, Part VI, Section A, Line 7b Dues for personal members shall be set by the Executive Board with approval by a vote of the Council and subject to a mail vote of the personal members. Changes to organizational documents are subject to membership approval. Form 990, Part VI, Section B, Line 11b Form 990 is prepared internally and reviewed by the Association's independent accountant. An electronic Form 990 is provided to the Executive Board prior to filing. Form 990, Part VI, Section B, Line 12c Executive Board members are required to sign and submit a conflict of interest policy on an annual basis. All Association employees, including key employees, are required to sign a conflict of interest statement upon employment and are bound by the terms of the policy. Form 990, Part VI, Section B, Line 15 The compensation levels for the Executive Director, key employees and all other staff are approved by the Executive Board during the annual budget process. The Executive Director has a written employment contract. Changes in compensation levels are based on performance. As considered necessary, compensation levels are compared to other comparable organizations through a review of Form 990 filings and compensation surveys/studies. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents available online via its website. Form 990, Form 990-T, audited financial statements and the conflict of interest policy are available to the public upon written request. Form 990, Part XI, Line 9 Change in value of related party investment - ($5,854); Rounding - ($32) 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 4713 FMV ALA Allied Professional Association d 105000 Cash basis ALA Allied Professional Association m 106000 FMV ALA Allied Professional Association n 34998 Indirect cost study