ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES INC (EIN 58-2598596)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-02
IRS object ID
201731229349300313
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-02T08:19:00-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14360 CHAMBLEE DUNWOODY RD STE 420AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30341ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582598596EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF SOUTHEASTERN RESEARCHBusinessNameLine1Txt
Business Name Line2LIBRARIES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone4047270137PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1540 ASBURY CIRCLE SUITE 316AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303221006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BURGERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4047270137PhoneNum
Signature2017-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD WILCOXPreparerPersonNm
PTINP00144320PTIN
Phone7704576606PhoneNum
Preparation2017-02-13PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN BURGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1540 ASBURY CIRCLE SUITE 316AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303221006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$295,678GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASERL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionTO SUPPORT THE EDUCATIONAL AND RESEARCH NEEDS OF THE STUDENTS AND FACULTY SERVED BY ASERL MEMBER INSTITUTIONS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$637,792PYProgramServiceRevenueAmt
CY Program Service Revenue$295,640CYProgramServiceRevenueAmt
PY Investment Income$33PYInvestmentIncomeAmt
CY Investment Income$38CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$637,825PYTotalRevenueAmt
CY Total Revenue$295,678CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$388,488PYOtherExpensesAmt
CY Other Expenses$433,482CYOtherExpensesAmt
PY Total Expenses$388,488PYTotalExpensesAmt
CY Total Expenses$433,482CYTotalExpensesAmt
PY Revenues Less Expenses$249,337PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$137,804CYRevenuesLessExpensesAmt
Total Assets BOY$577,616TotalAssetsBOYAmt
Total Assets EOY$881,966TotalAssetsEOYAmt
Total Liabilities BOY$171,509TotalLiabilitiesBOYAmt
Total Liabilities EOY$629,505TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$406,107NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$252,461NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBY SHARING INFORMATION AND TECHNOLOGY RESOURCES, EXPERTISE, AND INNOVATION, THE ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES (ASERL) ADVANCES THE EDUCATIONAL AND RESEARCH SUCCESS OF STUDENTS AND FACULTY AT MEMBER INSTITUTIONS. ASERL MEMBERS BELIEVE THAT OUR LIBRARIES AND INSTITUTIONS ARE BETTER ABLE TO FULFILL OUR INDIVIDUAL MISSIONS THROUGH COLLABORATIVE PROGRAMS, AND THE BENEFITS OF COLLABORATIVE ACTION CAN BE GREATER THAN THOSE PROVIDED BY THE SAME INSTITUTIONS ACTING INDEPENDENTLY. WE BELIEVE THAT THERE IS STRENGTH IN UNITY AND THAT UNITY CAN ACCOMMODATE INSTITUTIONAL CHARACTERISTICS. WE UNDERSTAND OUR GOALS CAN ONLY BE ACHIEVED THROUGH OUR CONTRIBUTIONS TO ASERL'S INITIATIVES, MOMENTUM, AND SPIRIT.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,813ExpenseAmt
Revenue$13,235RevenueAmt
DescWORKSHOPS AND MEETINGS ARE PROVIDED FOR MEMBERS TO ENABLE PARTICIPATION IN NETWORKING AND PROFESSIONAL DEVELOPMENT ACTIVITIES RELATED TO RESEARCH LIBRARIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$0ExpenseAmt
Revenue$1,600RevenueAmt
DescKUDZU - CREATION OF A SHARED CATALOG SYSTEM CURRENTLY BENEFITING MEMBER UNIVERSITY LIBRARIES. KEY TO THE SUCCESS OF THE KUDZU SYSTEM IS THE RAPID DELIVERY OF MATERIALS TO KUDZU PARTICIPANTS. ALL KUDZU LIBRARIES AGREE TO PROVIDE EXPEDITED DELIVERY TO KUDZU PARTNERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$141,295ExpenseAmt
Revenue$120,729RevenueAmt
DescLANTER DELIVERY SYSTEM - PROVIDES EXPEDITED DELIVERY OF MATERIALS SUPPORTING THE KUDZU PROJECT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$195,473ExpenseAmt
Revenue$160,076RevenueAmt
DescPROGRAM SERVICES USED IN SUPPORT OF THE EDUCATIONAL AND RESEARCH NEEDS OF THE STUDENTS AND FACULTY SERVED BY ASERL MEMBER INSTITUTIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$195,473TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$160,076TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$351,581TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN BURGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4047270137PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O WOODRUFF LIBRARY 540 ASBURYAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303221006ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CARRIE COOPER
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
STANLEY WILDER
PAST PRESIDENT0.50Yes (X)Yes (X)$0$0$0
BOB FOX
PRESIDENT ELECT0.50Yes (X)Yes (X)$0$0$0
BONNIE MACEWAN
SECRETARY-TREASURER0.50Yes (X)Yes (X)$0$0$0
YOLANDA COOPER
MEMBER-AT-LARGE0.50Yes (X)$0$0$0
CHARLES ECKMAN
MEMBER-AT-LARGE0.50Yes (X)$0$0$0
ANNE COOPER MOORE
MEMBER-AT-LARGE0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUKE UNIVERSITYBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 CHAPEL DRIVEAddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27708ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVICESServicesDesc
Compensation$206,897CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES541900$160,076$160,076
COURIER SERVICE541900$122,329$122,329
OTHER PROJECT/MEETING541900$13,235$13,235
FieldValueIRS element (for citing)
Total Program Service Revenue$295,640TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38TotalRevenueColumnAmt
Exclusion$38ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,678TotalRevenueColumnAmt
Related Or Exempt Func Income$295,640RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$38ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$206,897TotalAmt
Program Services$175,863ProgramServicesAmt
Management And General$31,034ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,669TotalAmt
Management And General$11,669ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,066TotalAmt
Program Services$8,446ProgramServicesAmt
Management And General$3,620ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,870TotalAmt
Management And General$8,870ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,029TotalAmt
Program Services$9,852ProgramServicesAmt
Management And General$14,177ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,592TotalAmt
Program Services$14,813ProgramServicesAmt
Management And General$779ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,176TotalAmt
Management And General$1,176ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONTRACT WORK$147,182$141,295$5,887
SERVICES$3,352$67$3,285
TELEPHONE$2,649$1,245$1,404

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$433,482TotalAmt
Program Services$351,581ProgramServicesAmt
Management And General$81,901ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$572,841BOYAmt
EOY$424,228EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,775BOYAmt
EOY$457,738EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$577,616BOYAmt
EOY$881,966EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$171,509BOYAmt
EOY$629,505EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$171,509BOYAmt
EOY$629,505EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$406,107BOYAmt
EOY$252,461EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$406,107BOYAmt
EOY$252,461EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$577,616BOYAmt
EOY$881,966EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$137,804ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$15,842PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$271,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$282,575CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$249,979CurrentTaxYearMinus1YearAmt
Current Tax Year$160,076CurrentTaxYearAmt
Total$1,135,133TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$263,773CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$190,624CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$175,629CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$387,813CurrentTaxYearMinus1YearAmt
Current Tax Year$135,564CurrentTaxYearAmt
Total$1,153,403TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$434,907CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$461,993CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$458,204CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$637,792CurrentTaxYearMinus1YearAmt
Current Tax Year$295,640CurrentTaxYearAmt
Total$2,288,536TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,288,536PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$121CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33CurrentTaxYearMinus1YearAmt
Current Tax Year$38CurrentTaxYearAmt
Total$263TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$121CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33CurrentTaxYearMinus1YearAmt
Current Tax Year$38CurrentTaxYearAmt
Total$263TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$435,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$462,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$458,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$637,825CurrentTaxYearMinus1YearAmt
Current Tax Year$295,678CurrentTaxYearAmt
Total$2,288,799TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99950PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART III, PAGE 3FormAndLineReferenceDesc
ExplanationDUKE UNIVERSITY, AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO ASERL. THE AMOUNT OF MANAGEMENT SERVICES PROVIDED BY DUKE UNIVERSITY WAS $206,897 DURING THE FISCAL YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2ASERL IS COLLABORATING WITH OTHER LIBRARY GROUPS TO DEVELOP A MULTI-REGIONAL STRATEGY FOR RETAINING LEGACY PRINT JOURNALS HELD BY LIBRARIES. ASERL ALSO LAUNCHED A "NEW METRICS FOR RESEARCH LIBRARIES" PROGRAM IN JANUARY 2016. THE ORGANIZATION ALSO IMPLEMENTED TWO NEW SOFTWARE-BASED EFFORTS; ONE TO ASSIST IN ASSESSING LIBRARY MONOGRAPH COLLECTIONS, AND ONE TO AID IN SHARING E-BOOK CONTENT AMONG LIBRARIES.
FORM 990, PART VI, SECTION A, LINE 3ASERL STAFF IS EMPLOYED BY A MEMBER LIBRARY, NOT BY ASERL. FOR THE CURRENT FISCAL YEAR, ASERL'S ACTIVITIES WERE MANAGED BY AN EXECUTIVE DIRECTOR WHO WAS EMPLOYED BY DUKE UNIVERSITY, AN UNRELATED NON-PROFIT ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6ASERL IS A MEMBERSHIP ORGANIZATION WITH 38 INSTITUTIONAL MEMBERS. MEMBERSHIP IN THE ASSOCIATION SHALL BE OPEN TO LIBRARIES OF EDUCATIONAL INSTITUTIONS WITH DOCTORAL DEGREE PROGRAMS AND GOVERNMENTAL AGENCIES HOLDING AND MAINTAINING SIGNIFICANT RESEARCH COLLECTIONS AND SATISFYING THE MEMBERSHIP REQUIREMENTS. MEMBERSHIP IS INSTITUTIONAL; THE DIRECTOR OF EACH MEMBER LIBRARY (OR HIS OR HER DESIGNEE) REPRESENTS THAT LIBRARY AS A MEMBER OF THIS ASSOCIATION. EACH MEMBER LIBRARY IS ENTITLED TO ONE VOTE.
FORM 990, PART VI, SECTION A, LINE 7AASERL MEMBERS ELECT THE BOARD OF DIRECTORS ANNUALLY. EACH ASERL MEMBER REPRESENTATIVE IS ALLOCATED ONE VOTE. THE LIBRARY DEAN/DIRECTOR, FROM THE RESPECTIVE 38 MEMBER LIBRARIES, IS THE REPRESENTATIVE MEMBER. MEMBERS ARE REGULARLY INFORMED OF BOARD ACTIONS AND CAN PROVIDE FEEDBACK WHENEVER NEEDED.
FORM 990, PART VI, SECTION B, LINE 11THE ASERL BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990 EACH YEAR PRIOR TO SUBMITTAL TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12COUR CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT BOARD PLANNING MEETING AND AS NEEDED DURING THE FISCAL YEAR. EACH BOARD MEMBER SIGNS AN AFFIDAVIT TO INDICATE THEIR UNDERSTANDING OF THE POLICY AND COMPLIANCE WITH IT.
FORM 990, PART VI, SECTION B, LINE 15THE ASERL BOARD OF DIRECTORS CONDUCTS A PERIODIC MARKET STUDY TO ESTABLISH THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR CONDUCTS PERFORMANCE REVIEWS AND MARKET ANALYSIS FOR ESTABLISHING THE COMPENSATION OF THE PROGRAM COORDINATOR.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE ORGANIZATION'S WEBSITE FOR PUBLIC REVIEW AT ANY TIME. FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST.
FORM 990, PART XI, LINE 8, RECONCILIATION OF NET ASSETSTHE ORGANIZATION HAD A DEFERRED REVENUE INCREASE SUBSEQUENT TO THEIR YEAR END WHICH CAUSED A DECREASE IN FUND BALANCES. A PRIOR PERIOD ADJUSTMENT HAS BEEN MADE TO PROPERLY QUANTIFY THESE NET ASSETS AT YEAR-END, RESPECTIVELY. THE ORGANIZATION REMAINS IN A GOOD CASH POSITION IN REGARDS TO FUND BALANCES AT FISCAL YEAR-END.

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