2017-11-07T13:01:40-06:00 2017-06-30 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990 2016-07-01 362364659 INTERNATIONAL READING ASSOCIATION INC INTE 3027311600 PO BOX 8139 NEWARK DE 197148139 LINDA MARSTON DIRECTOR OF FINANCE 3027311600 2017-10-23 1 JONATHAN D MOLL CPA P01053700 3022250600 50.233.99.242 2017-10-23 15:45:06 ED P 2DA07E17BA18EFCA78886137CC6DE27F67CE6470 AA8234BE2FB19F3B76F83ABB630153C4EC31B97A 2016 2021-01-29 14:40:06Z INTERNATIONAL LITERACY ASSOCIATION LINDA MARSTON 800 BARKSDALE ROAD NEWARK DE 19714 9806385 0 1737 X WWW.LITERACYWORLDWIDE.ORG X 1956 DE PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 12 12 66 75 523620 0 309927 214981 5451824 5112293 685198 335677 1257906 643135 7704855 6306086 85891 38253 0 0 5255141 4862012 16359 24826 228000 5064527 3911027 10421918 8836118 -2717063 -2530032 15228567 12693512 4763691 4482963 10464876 8210549 X PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 0 0 3004193 2734571 CONFERENCES- A PRIMARY MEANS BY WHICH THE ASSOCIATION PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR EDUCATORS. 2162073 11250 1178090 CONSTITUENT SERVICES - PROFESSIONAL MEMBERSHIP SERVICES INCLUDING A BI-MONTHLY MEMBER MAGAZINE REPORTING LATEST TRENDS IN LITERACY AND EASY-TO-IMPLEMENT CLASSROOM STRATEGIES. 1194024 27003 961303 EDUCATION AND RESEARCH - THE PRODUCTION OF BOOKS AND ELECTRONIC MEDIA CONTAINING RESEARCH-BASED LITERACY AND READING INSTRUCTION FOR EDUCATORS, AS WELL AS THE PRODUCTION OF WIDELY RECOGNIZED RESEARCH BASED JOURNALS WITH CUTTING-EDGE, CLASSROOM-TESTED LITERACY TEACHING STRATEGIES. 119547 OTHER PROGRAMS - OTHER PROFESSIONAL DEVELOPMENT PROGRAMS DESIGNED TO BENEFIT ILA MEMBERS AND THE PUBLIC AT LARGE. 119547 6479837 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 122 0 1 66 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X FINANCE & ADMINISTRATION 3027311600 800 BARKSDALE ROAD NEWARK DE 197148139 WILLIAM TEALE PRESIDENT 10.00 X X 0 0 0 DOUGLAS FISHER VICE PRESIDENT 10.00 X X 0 0 0 DIANA BARONE MEMBER 10.00 X 0 0 0 GWYNNE ASH MEMBER 10.00 X 0 0 0 DONALD BEAR MEMBER 10.00 X 0 0 0 JULIE COIRO MEMBER 10.00 X 0 0 0 CATHERINE COLLIER MEMBER 10.00 X 0 0 0 LORI DIGISI MEMBER 10.00 X 0 0 0 RACHEL KARCHMER-KLEIN MEMBER 10.00 X 0 0 0 STEPHANIE LAIRD MEMBER 10.00 X 0 0 0 STEPHEN PETERS MEMBER 10.00 X 0 0 0 JENNIFER WILLIAMS MEMBER 10.00 X 0 0 0 MARCIE CRAIG POST EXECUTIVE DIRECTOR 35.00 X 225000 0 25956 LINDA MARSTON DIRECTOR OF FINANCE 35.00 X 123850 0 18050 CHRISTINE HEESTERS DIRECTOR OF BUSINESS SOLUTIONS 35.00 X 116826 0 19699 DAN MANGAN DIRECTOR OF PUBLIC AFFAIRS 35.00 X 128125 0 18403 STEPHEN SYE ASSOCIATE EXECUTIVE DIRECTOR 35.00 X 138375 0 21477 732176 0 103585 6 0 1 0 FREEMAN PO BOX 650519 DALLAS TX 75265 CONVENTION SERVICES (DECORATOR, AV) 727508 JOHN WILEY & SONS INC 350 MAIN ST MALDEN MA 02148 JOURNALS OUTSOURCING - PUBLICATION/MANAG 298017 INNOVATIVE DIRECT SOLUTIONS INC 1808 ELMHURST RD ELK GROVE IL 60007 DIRECT MAIL AND FULFILLMENT SERVICES 145842 THE BALLANTINE CORP 55 LANE ROAD SUITE 420 FAIRFIELD NJ 07004 DIRECT MAIL AND DIGITAL MARKETING SERVIC 130201 MICROTECHNOLOGY GROUP INC 520 STATE ROAD UNIT A BENSALEM PA 19020 NETWORK MANAGEMENT & TECHNICAL SUPPORT S 117759 6 214981 214981 CONFERENCES 511190 2734571 2734571 CONSTITUENT SERVICES 511190 1178090 1178090 EDUCATION AND RESEARCH 511190 697506 697506 ADVERTISING 511190 479040 479040 COUNCIL AND OTHER 511190 23086 23086 5112293 166449 166449 371925 371925 3449369 3279263 878 170106 -878 169228 169228 10797 52443 -41646 -41646 431512 167715 263797 263797 MEMBERSHIP LIST RENTAL 511190 49059 44580 4479 49059 6306086 4873964 523620 693521 37828 37828 425 425 387890 387890 3369553 2538132 704391 127030 199838 153553 38327 7958 634619 396542 221012 17065 270112 184141 75306 10665 46032 13810 32222 137513 137413 100 24826 24826 17450 17450 314709 292865 21818 26 83115 40231 42753 131 340970 212918 121392 6660 266273 223769 28108 14396 215590 141414 72734 1442 1458346 1445912 1167 11267 96391 22870 72038 1483 46168 7266 38902 OUTSIDE SERVICES 386622 354800 29128 2694 POSTAGE AND SHIPPING 251524 242853 8660 11 PRINTING 171795 167829 1720 2246 PROFESSIONAL DEVELOPMEN 75583 2679 72904 2946 2946 8836118 6479837 2128281 228000 1132254 1293409 116320 87974 86368 28597 1144966 1052668 8414754 6329801 2180796 2084953 7856644 5549015 2613033 2493484 98186 103412 15228567 12693512 720261 744890 3970697 3662231 72733 75842 4763691 4482963 X 10094611 7759484 196245 274503 174020 176562 10464876 8210549 15228567 12693512 -2530032 275705 0 X X 0 1 X 1 0 X 1287260 4396154 1638535 1579826 1393071 10294846 9163590 5311148 2532669 4501871 3874386 25383664 10450850 9707302 4171204 6081697 5267457 35678510 0 0 0 35678510 2646468 1043032 1074792 1331869 756661 6852822 2646468 1043032 1074792 1331869 756661 6852822 13097318 10750334 5245996 7413566 6024118 42531332 0.83890 0.85660 0.16110 0.14340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 83114 0 0 83114 0 PART II-B, LINE 1: ADVOCACY ACTIVITIES RELATED TO THE LEARN ACT PROVISIONS OF THE EVERY STUDENT SUCCEEDS ACT LAW, AND THE TEACHERS ARE LEADERS ACT DRAFT BILL. 10469677 231 592268 3019677 8042499 12485495 976330 -50098 2942050 10469677 14160278 325217 2000000 12485495 14846731 1614898 2301351 14160278 15388695 1209786 1751750 14846731 0.96000 0.02000 0.02000 0 0 1089848 1089848 3047578 2095512 952066 3304343 3292072 12271 972985 942217 30768 2084953 OTHER SECURITIES 2493484 F 2493484 HELD FOR OTHERS IN CHARITABLE REMAINDER TRUST 75842 75842 X 6784499 275705 220158 495863 6288636 17450 17450 6306086 9038826 220158 220158 8818668 17450 17450 8836118 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE BOTH A SOURCE OF OPERATING FUNDS AND LONG-TERM FINANCIAL STABILITY FOR THE ORGANIZATION. PART X, LINE 2: THE ASSOCIATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF IRS CODE SECTION 509(A)(2). INCOME NOT RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IMPOSE A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED IN REGARD TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS IS REQUIRED TO BE ACCRUED AND INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION AS OF JUNE 30, 2017 AND 2016. THE FEDERAL INFORMATIONAL RETURNS OF THE ASSOCIATION FOR THE YEARS ENDED JUNE 30, 2014, 2015 AND 2016 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED AGAINST SALES OF INVENTORY 167,715. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 52,443. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED AGAINST SALES OF INVENTORY 167,715. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 52,443. 1 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES IMPLEMENTING THE "ACTIVE TEACHING & LEARNING APPROACHES IN SCHOOLS" PROGRAM IN 170 PRIMARY SCHOOLS IN EASTERN, CENTRAL, NORTH WESTERN, NORTH CENTRAL, SOUTHERN AND UVA PROVINCES IN SRI LANKA. 33046 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES IMPLEMENTING PHASE III OF THE FOOD FOR EDUCATION PROJECT IN SIERRA LEONE THROUGH TRAINING TEACHERS, MENTORING TEACHERS, REVIEWING CURRICULUMS, ETC. 33950 0 0 0 0 0 0 66996 0 66996 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION HAS A COMMITTEE THAT INCLUDES MEMBERS WHO REVIEW AWARD APPLICATIONS THAT HAVE BEEN SUBMITTED. THE COMMITTEE THEN SELECTS AWARD RECIPIENTS FOR EACH AWARD. PART I, LINE 3: FMV X X X X 1 CW WORLDWIDE MEETINGS INC DBA SITE SOLUTIONS WORLDWIDE 1023 ROUTE 146 CLIFTON PARK NY 12065 SOLICIT SPONSORSHIPS FOR THE ANNUAL CONFERENCE 0 288400 24826 263574 TRACS INC 480 PLEASANT STREET SUITE B-120 WATERTOWN MA 02472 5K MARKETING AND EVENT MANAGEMENT 0 10797 23450 -12653 299197 48276 250921 1 STATE AND PROVINCIAL COORDINATOR STIPENDS 25 7050 0 FMV DIRECTOR OF MEMBERSHIP STIPENDS 15 3900 0 FMV REGIE ROUTMAN TEACHER RECOGNITION GRANT 1 2500 0 FMV TEACHERS AS RESEARCHERS GRANT 3 4018 0 FMV STEPHEN STAHL RESEARCH GRANT 1 1000 0 FMV DINA FEITELSON RESEARCH AWARD 3 375 0 FMV CHILDREN AND YOUNG ADULTS BOOK AWARD 7 4800 0 FMV JEANNE S. CHALL RESEARCH AWARD 1 5000 0 FMV HELEN M. ROBINSON GRANT 1 1200 0 FMV JERRY JOHNS OUTSTANDING AWARD IN READING 1 1000 0 FMV ILA ELVA KNIGHT RESEARCH GRANT 3 5682 0 FMV ACRYLIC PAPERWEIGHT AWARDS FOR BOARD MEMBERS 12 1303 COST ACRYLIC PAPERWEIGHT AWARDS AT COST PART I, LINE 2: THE ORGANIZATION HAS A COMMITTEE THAT INCLUDES MEMBERS WHO REVIEW AWARD APPLICATIONS THAT HAVE BEEN SUBMITTED. THE COMMITTEE THEN SELECTS AWARD RECIPIENTS FOR EACH AWARD. 1 X X X 0 0 0 0 0 0 0 0 0 MARCIE CRAIG POST EXECUTIVE DIRECTOR 225000 0 0 0 0 0 18563 0 7393 0 250956 0 0 0 STEPHEN SYE ASSOCIATE EXECUTIVE DIRECTOR 138375 0 0 0 0 0 11416 0 10061 0 159852 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO INDIVIDUALS AND INSTITUTIONS INTERESTED IN FURTHERING THE PURPOSES OF THE ASSOCIATION. MEMBERSHIP IS EFFECTIVE AFTER PAYMENT IS PROCESSED. INDIVIDUAL MEMBERS ARE ELIGIBLE TO VOTE IN ELECTIONS AND ON OTHER MATTERS SPECIFIED BY THE BOARD OR BY LAW. INSTITUTIONAL MEMBERS DO NOT HAVE ANY VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A INDIVIDUAL MEMBERS OF THE ASSOCIATION VOTE TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE TAX RETURN BEFORE IT IS FILED TO ENSURE THE ACCURACY OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THIS ON AN ANNUAL BASIS TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE CONSULTANT IS RETAINED TO ADVISE ON APPROPRIATE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE IN THE BUSINESS OFFICE AND ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: IRA HAS AN AUDIT COMMITTEE THAT IS LED BY A MEMBER OF THE BOARD OF DIRECTORS APPOINTED BY THE BOARD PRESIDENT. FOUNDATION FOR IMPACT ON LITERACY AND LEARNING INC 7950 JONES BRANCH DR MCLEAN VA 22107 161650130 SUPPORT THE PROGRAMS OF INTERNATIONAL READING ASSOCIATION, INC. VA 501(C)(3) LINE 7 INTERNATIONAL READING ASSOCIATION INC 1 INTERNATIONAL LITERACY ASSOCIATION 800 BARKSDALE RD NEWARK DE 19714 463994293 PLANNED SUCCESSOR ENTITY TO INTERNATIONAL READING ASSOCIATION DE 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 FOUNDATION FOR IMPACT ON LITERACY AND LEARNING INC Q 90182 ACTUAL EXPENSES BILLED