OCLC INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: OCLC INC (EIN 31-0734115)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-03-31
IRS object ID: 201740909349300709
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
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	2017-03-31T09:37:07-05:00	ReturnTs
Tax Period End	2016-06-30	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	2015-07-01	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 ONLINE COMPUTER LIBRARY CENTER INC	BusinessNameLine1Txt

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	2017-03-31	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	REBEKUH ELEY	PreparerPersonNm
PTIN	P01247672	PTIN
Phone	3128569100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$271,122,139	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	1033	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$76,021	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$56,365	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,451,109	PYContributionsGrantsAmt
CY Contributions Grants	$621,971	CYContributionsGrantsAmt
PY Program Service Revenue	$194,053,695	PYProgramServiceRevenueAmt
CY Program Service Revenue	$195,553,076	CYProgramServiceRevenueAmt
PY Investment Income	$20,751,798	PYInvestmentIncomeAmt
CY Investment Income	$7,912,671	CYInvestmentIncomeAmt
PY Other Revenue	$323,418	PYOtherRevenueAmt
CY Other Revenue	$312,188	CYOtherRevenueAmt
PY Total Revenue	$216,580,020	PYTotalRevenueAmt
CY Total Revenue	$204,399,906	CYTotalRevenueAmt
PY Grants And Similar Paid	$155,096	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$181,613	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$126,638,913	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$118,480,739	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$86,937,619	PYOtherExpensesAmt
CY Other Expenses	$89,255,734	CYOtherExpensesAmt
PY Total Expenses	$213,731,628	PYTotalExpensesAmt
CY Total Expenses	$207,918,086	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,848,392	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$3,518,180	CYRevenuesLessExpensesAmt
Total Assets BOY	$434,213,056	TotalAssetsBOYAmt
Total Assets EOY	$423,477,508	TotalAssetsEOYAmt
Total Liabilities BOY	$184,441,335	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$183,510,403	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$249,771,721	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$239,967,105	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	$190,478,546	ExpenseAmt
Grant	$181,613	GrantAmt
Revenue	$195,553,076	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.IN 2016, THE OCLC MEMBERSHIP GREW BY 52 LIBRARIES TO 16,964. OCLC EXPANDED INTO SEVEN NEW COUNTRIES-KENYA, LESOTHO, NICARAGUA, PALESTINE, SRI LANKA, TUNISIA AND VIETNAM-BRINGING OCLC'S GLOBAL COMMUNITY TO 122 COUNTRIES. THE MEMBERSHIP IS DIVERSE, RANGING FROM RURAL SCHOOL AND PUBLIC LIBRARIES TO THE LARGEST GOVERNMENT AND RESEARCH LIBRARIES IN THE WORLD.AS A MEMBERSHIP ORGANIZATION, OCLC MEMBER LIBRARIES HAVE A VOICE IN THE ORGANIZATION'S DIRECTION AND GOVERNANCE. THREE REGIONAL COUNCILS-AMERICAS; EUROPE, MIDDLE EAST AND AFRICA (EMEA); AND ASIA PACIFIC-SERVE TO IDENTIFY LOCAL NEEDS AND OPPORTUNITIES, FOSTERING COLLABORATION AMONG MEMBERS AND VISIBILITY ON A GLOBAL SCALE. GLOBAL COUNCIL BRINGS THESE WORLDWIDE VIEWPOINTS TOGETHER, INFORMING AND GUIDING THE COOPERATIVE WITH THIS UNIQUE PERSPECTIVE.IN THE LAST FISCAL YEAR, MORE THAN 4,000 LIBRARY LEADERS AND STAFF PARTICIPATED IN OCLC MEMBER EVENTS HELD AROUND THE WORLD. MORE THAN 170,000 SOCIAL MEDIA ENGAGEMENTS OCCURRED THROUGH OCLC SOCIAL MEDIA OUTLETS, INCLUDING THROUGH THE NEW OCLC NEXT BLOG. IN JULY 2015, OCLC INTRODUCED AN ONLINE COMMUNITY CENTER WHERE MEMBERS SHARE AND GAIN KNOWLEDGE ABOUT OCLC SERVICES. BY THE END OF 2016, MORE THAN 9,200 MEMBERS FROM MORE THAN 3,800 INSTITUTIONS HAVE JOINED THE OCLC COMMUNITY CENTER SINCE ITS LAUNCH, GENERATING AN AVERAGE OF 250 NEW POSTINGS EACH MONTH.WORLDCATOCLC MEMBER LIBRARIES COOPERATIVELY PRODUCE AND MAINTAIN WORLDCAT, THE MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS AND SERVICES.AS OF JUNE 30, 2016, MORE THAN 380 MILLION RECORDS AND 2.4 BILLION HOLDINGS WERE REPRESENTED IN WORLDCAT FROM AROUND THE WORLD. WORLDCAT GREW BY ABOUT 35 MILLION RECORDS AND 160 MILLION HOLDINGS IN 2016.IN 2016, BIBLIOTH QUE ET ARCHIVES NATIONALES DU QU BEC (BANQ) CONTRIBUTED 2.4 MILLION RECORDS TO WORLDCAT. THE NATIONAL CENTRAL LIBRARY OF ROME (BIBLIOTECA NAZIONALE CENTRALE DI ROMA) ADDED NEARLY 2 MILLION RECORDS. THESE CONTRIBUTIONS MAKE THE VALUABLE COLLECTIONS OF THESE GREAT INSTITUTIONS MORE VISIBLE AND ACCESSIBLE TO RESEARCHERS AROUND THE WORLD.WORLDCAT DATA SUPPORTS A RANGE OF OCLC AND PARTNER SERVICES, ENABLING SEAMLESS DAY-TO-DAY OPERATIONS, DELIVERING ON END-USER NEEDS AND INCREASING THE VISIBILITY OF LIBRARIES ON THE WEB.2016 MARKED THE 45TH ANNIVERSARY OF WORLDCAT. WORLDCAT CONTINUES TO OFFER GREATER VISIBILITY FOR LIBRARIES AND USERS WITH LINKED DATA AND UNICODE ENHANCEMENTS.DISCOVERYOCLC IMPROVED THE USER DISCOVERY EXPERIENCE WITH MORE CONTENT ADDED TO WORLDCAT. OCLC CONTINUED TO SIGN AGREEMENTS WITH LEADING PUBLISHERS TO ADD METADATA FOR BOOKS, E-BOOKS, JOURNALS, DATABASES AND OTHER MATERIALS THAT WILL MAKE THEIR CONTENT DISCOVERABLE THROUGH WORLDCAT DISCOVERY SERVICES. OCLC HAS AGREEMENTS IN PLACE WITH MORE THAN 220 PUBLISHERS AND INFORMATION PROVIDERS TO SUPPLY METADATA TO FACILITATE DISCOVERY AND ACCESS TO KEY RESOURCES. BY PROVIDING METADATA AND OTHER DESCRIPTIVE CONTENT FOR MORE THAN 2 BILLION RESOURCES, THESE PARTNERSHIPS HELP LIBRARIES REPRESENT THEIR ELECTRONIC AND PHYSICAL COLLECTIONS MORE COMPLETELY AND EFFICIENTLY.RESOURCE SHARINGFOR YEARS, OCLC RESEARCH HAS BEEN EXPLORING THE TREND FROM LOCALLY OWNED TO JOINTLY MANAGED PRINT AND DIGITAL LIBRARY COLLECTIONS. INTEREST IN SHARED PRINT MANAGEMENT AMONG OCLC MEMBER LIBRARIES REFLECTS A GROWING AWARENESS THAT LONG-TERM PRESERVATION OF THE PUBLISHED RECORD CAN BE ORGANIZED AS A COLLECTIVE EFFORT. IN FY2015, OCLC ACQUIRED SUSTAINABLE COLLECTION SERVICES (SCS) TO HELP MEMBERS WORK TOGETHER TO ACCOMPLISH THEIR SHARED PRINT OBJECTIVES.IN 2016, GUIDED BY INPUT FROM LIBRARIANS, SCS EXTENDED GREENGLASS WEB-BASED ANALYSIS APPLICATION CAPABILITIES TO SUPPORT GROUP DATA SETS AND INTRODUCED NEW GROUP-LEVEL TOOLS. NEW GREENGLASS GROUP FUNCTIONALITY INCLUDES REAL-TIME MODELING OF RETENTION SCENARIOS BASED ON MULTIPLE FACTORS, AND A SUITE OF GROUP-LEVEL COLLECTION VISUALIZATIONS. THESE ARE DESIGNED TO INFORM AND FACILITATE DECISION-MAKING AMONG SHARED PRINT PARTNERS, ENABLING PARTICIPATING LIBRARIES TO BETTER UNDERSTAND AND MANAGE THEIR SHARED COLLECTION.IN 2016, OCLC DEVELOPED AND BEGAN TO ROLL OUT 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. THERE ARE 15 LIBRARIES NOW USING TIPASA; MORE THAN 50 LIBRARIES HAVE COMMITTED TO SERVE AS EARLY ADOPTERS OF THE NEW SYSTEM.TECHNOLOGYIN 2016, OCLC IMPLEMENTED THE LARGEST TECHNOLOGY INVESTMENT IN THE COOPERATIVE'S HISTORY TO ADVANCE THE DELIVERY OF CLOUD-BASED SERVICES. OCLC ADDED CAPACITY, STRENGTHENED SECURITY AND ADVANCED RECOVERY CAPABILITIES. THIS INVESTMENT WILL PROVIDE LIBRARIES WITH FASTER ACCESS TO DATA, GREATER RELIABILITY AND INCREASED SYSTEM PERFORMANCE. IT WILL ALLOW OCLC TO SCALE SERVICES THAT CAN SUPPORT MORE LIBRARIES, MORE UPGRADES, MORE APPLICATIONS AND MORE END USERS FOR YEARS TO COME.WORLDSHARE MANAGEMENT SERVICES (WMS)IN 2016, THE OCLC WORLDSHARE MANAGEMENT SERVICES (WMS) COMMUNITY CELEBRATED FIVE YEARS SINCE LAUNCH OF THE CLOUD-BASED LIBRARY MANAGEMENT SYSTEM. MORE THAN 500 LIBRARIES SPANNING 17 COUNTRIES AND SIX CONTINENTS HAVE SELECTED WMS, MAKING IT THE FASTEST-GROWING LIBRARY SERVICES PLATFORM IN HISTORY.WORLDSHARE 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.AS PART OF THE OCLC LIBRARY COOPERATIVE, WMS LIBRARIES WORK TOGETHER THROUGH THE WORLDSHARE TECHNOLOGY ENVIRONMENT. LIBRARIANS ARE ABLE TO CONNECT WITH ONE ANOTHER, EXCHANGE BEST PRACTICES, SHARE EXPERIENCE AND EXPERTISE, AND CONTRIBUTE IDEAS IN A WEB-BASED OCLC COMMUNITY CENTER, WHICH IS AVAILABLE 24/7. LIBRARIANS CAN ALSO CONNECT VIA IN-PERSON AND VIRTUAL WMS COMMUNITY MEETINGS.LIBRARIES WORLDWIDE ARE USING WMS TO SHARE BIBLIOGRAPHIC RECORDS, PUBLISHER AND KNOWLEDGE BASE DATA, VENDOR RECORDS, SERIALS PATTERNS AND MORE. WITH WORLDCAT AT ITS FOUNDATION, WMS ENABLES LIBRARIES TO DRAW ON THE COLLABORATIVE DATA AND WORK OF LIBRARIES WORLDWIDE FOR MORE EFFICIENT WORKFLOWS. WMS ALSO PROVIDES LIBRARIES WITH THE UNIQUE OPPORTUNITY TO SHARE INNOVATION, APPLICATIONS, INFRASTRUCTURE, VISION AND SUCCESS IN SERVING THEIR USERS.RESEARCHIN 2016, OCLC CONDUCTED A VARIETY OF STUDIES AND PROGRAMS THAT EXPLORED DIFFERENT TOPICS AND SUBJECTS, INCLUDING THE IMPORTANCE OF PUTTING THE LIBRARY IN THE LIFE OF THE USER. OCLC AND RESEARCH LIBRARIES UK (RLUK), A CONSORTIUM OF MAJOR RESEARCH LIBRARIES IN THE UK AND IRELAND, PUBLISHED A REPORT THAT PROVIDES A FIRST-OF-ITS-KIND PERSPECTIVE ON THE SCOPE, DEPTH, AND DUPLICATION PRESENT ACROSS RLUK LIBRARY COLLECTIONS, AND HIGHLIGHTS THE OPPORTUNITIES AND CHALLENGES OF MANAGING THESE COLLECTIONS AS A SHARED ASSET. OCLC INVESTS SIGNIFICANTLY IN RESEARCH, AND SHARES IT OPENLY TO BENEFIT ALL LIBRARIES.DIGITAL CONTENT MANAGEMENTCONTENTDM, OCLC'S DIGITAL MANAGEMENT SOLUTION, GIVES LIBRARIES THE TOOLS TO BUILD, PRESERVE, AND SHOWCASE THEIR DIGITAL COLLECTIONS ONLINE THROUGH A CUSTOMIZABLE WEBSITE. WITH CONTENTDM, LIBRARIES CAN INCREASE THE VISIBILITY OF THEIR DIGITAL COLLECTIONS AND MAKE THEM MORE DISCOVERABLE FROM A VARIETY OF INFORMATION SOURCES, INCLUDING GOOGLE AND WORLDCAT, WHILE PRESERVING THEIR MASTER FILES FOR THE FUTURE.IN 2016, A FRESHLY DESIGNED CONTENTDM USER INTERFACE WAS DEVELOPED THAT ADAPTS TO ANY SCREEN SIZE AND INCLUDES SUPPORT FOR THE IMAGE INTEROPERABILITY FRAMEWORK (IIIF) IMAGE API. THE NEW WEBSITE HAS SIGNIFICANT USABILITY, PERFORMANCE AND ACCESSIBILITY IMPROVEMENTS AND IS AVAILABLE TO ALL CONTENTDM HOSTED USERS AND NEW CUSTOMERS.	Desc
Total Program Service Expenses	$190,478,546	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	127	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	1033	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
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	0	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 (40 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	5.00	Yes (X)	$27,996	$0	$0
DUGALL BERNDT
TRUSTEE	5.00	Yes (X)	$21,796	$0	$0
HILSHEIMER CINDY
TRUSTEE - FINANCE CHAIR	8.00	Yes (X)	$34,000	$0	$0
KEANE KATHLEEN
TRUSTEE	5.00	Yes (X)	$28,996	$0	$0
LISON BARBARA
TRUSTEE - GOVERNANCE CHAIR	8.00	Yes (X)	$28,416	$0	$0
NEAL JAMES
TRUSTEE - PERSONNEL CHAIR	8.00	Yes (X)	$33,000	$0	$0
PARHAM LORETTA
TRUSTEE - MEMBERSHIP CHAIR	8.00	Yes (X)	$23,500	$0	$0
PATRICK JOHN
TRUSTEE - TECHNOLOGY CHAIR	8.00	Yes (X)	$29,000	$0	$0
PREECE BARBARA
TRUSTEE (START NOV '15)	8.00	Yes (X)	$3,833	$0	$0
ROSELLE DAVID
TRUSTEE - BOARD VICE CHAIR	10.00	Yes (X)	$30,833	$0	$0
SCHOTTLAENDER BRIAN
TRUSTEE (TERM'D NOV '15)	5.00	Yes (X)	$28,996	$0	$0
SZABO JOHN
TRUSTEE	5.00	Yes (X)	$29,996	$0	$0
TISE ELLEN
TRUSTEE	5.00	Yes (X)	$24,363	$0	$0
YEE SANDRA
TRUSTEE - BOARD CHAIR	15.00	Yes (X)	$61,750	$0	$0
YOUNGER JENNIFER
TRUSTEE - AUDIT CHAIR	8.00	Yes (X)	$36,000	$0	$0
BORDAS ANDREW
VP MANAGEMENT AND CUSTOMER RELATIONS	40.00		$282,286	$0	$28,248	Yes (X)
CROCCO BRUCE
VP LIBRARY SERVICES FOR THE AMERICAS	40.00		$266,851	$0	$47,841	Yes (X)
DEMPSEY LORCAN
VP OCLC RESEARCH & CHIEF STRATEGIST	40.00		$373,317	$0	$111,733	Yes (X)
JACOBS JEFF
CHIEF INFORMATION OFFICER	40.00		$352,463	$0	$24,905	Yes (X)
MICHALKO JIM
VP RLG PROGRAMS (TERM'D FEB '15)	40.00		$273,381	$0	$85,759	Yes (X)
NILGES WILLIAM
VP BUSINESS DEVELOPMENT	40.00		$273,468	$0	$76,596	Yes (X)
PRESAS JULIE
GEN COUNSEL, VP OF LEGAL SVS, SECRETARY	40.00		$264,603	$0	$51,398	Yes (X)
PRICHARD DAVID
PRESIDENT & CEO	40.00		$1,171,150	$0	$112,369	Yes (X)
ROZEK WILLIAM
CFO, TREASURER (START OCT '15)	40.00		$79,993	$0	$3,890	Yes (X)
SAUER-GAMES MARY
VP PRODUCT MANAGEMENT	40.00		$264,209	$0	$24,965	Yes (X)
SCHWIETERMAN RICK TRMD DEC'15
EXECUTIVE VP, CFO, TREAS	40.00		$657,033	$0	$110,530	Yes (X)
SPAYDE TAMMI
VP CORPORATE HUMAN RESOURCES	40.00		$341,160	$0	$61,912	Yes (X)
WANG ANDREW
VP OCLC ASIA PACIFIC	40.00		$280,614	$0	$61,362	Yes (X)
SINGH INDY
GENERAL MANAGER OCLC EMEA UK	40.00		$183,079	$0	$7,264		Yes (X)
VAN LUBEEK ERIC
VP MANAGING DIRECTOR EMEA & APAC	40.00		$357,914	$0	$19,965		Yes (X)
BUSH CARL
EXEC DIR - US LIBRARY SERVICES	40.00		$202,500	$0	$54,129			Yes (X)
CAPPUZZELLO PAUL
DIRECTOR - STRATEGIC ACCOUNTS	40.00		$229,659	$0	$48,839			Yes (X)
HOHLBEIN BONNIE
CONTROLLER	40.00		$232,088	$0	$35,831			Yes (X)
LITNER DONALD
LIBRARY SERVICES CONSULTANT	40.00		$206,506	$0	$33,280			Yes (X)
WITHROW MARTY
EXEC DIR - METADATA & CORE SERVICES	40.00		$212,227	$0	$47,429			Yes (X)
NEEDHAM GEORGE
VP GLOBAL COUNCILS (TERM'D MAR '15)	0.00		$213,650	$0	$17,327				Yes (X)
OLIVER GENE TERM'D FEB '15
VP INFORMATION TECHNOLOGY	0.00		$149,832	$0	$20,564				Yes (X)
DE ROSA CATHERINE
FORMER OFFICER (TERM'D DEC '14)	0.00		$157,863	$0	$0				Yes (X)
JORDAN ROBERT
FORMER OFFICER (TERM'D JUN '13)	0.00		$212,336	$0	$505				Yes (X)
TEETS MICHAEL
FORMER OFFICER (AS OF OCT '14)	40.00		$249,027	$0	$71,468				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,929,684	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,158,109	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	309	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
INFORMATION CONTROL CO LLC
2500 CORPORATE EXCHANGE DRIVE	COLUMBUS	OH	43231	TEMPORARY DEVELOPER SERVICES	$2,045,810
PEPPER CONSTRUCTION COMPANY OF OHIO LLC
495 METRO PLACE S SUITE 350	DUBLIN	OH	43017	CONSTRUCTION SERVICES	$1,955,233
ONESOURCE VIRTUAL HR INC
5601 N MACARTHUR BLVD SUITE 100	IRVING	TX	75038	HR CONSULTING SERVICES	$679,650
HEIRLOOM COMPUTING INC
20 MONTCLAIRE DR	FREEMONT	CA	94539	IT CONSULTING/DEVELOPER SERVICES	$615,192
ARGENTIC INC
921 SW WASHINGTON ST SUITE 160	PORTLAND	OR	97205	IT CONSULTING/DEVELOPER SERVICES	$609,671

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	34	CntrctRcvdGreaterThan100KCnt
Government Grants	$458,402	GovernmentGrantsAmt
All Other Contributions	$163,569	AllOtherContributionsAmt
Total Contributions	$621,971	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
METADATA	519100	$81,655,680	$81,655,680
RESOURCE SHARE SVCS	519100	$47,759,470	$47,759,470
MANAGEMENT SYSTEMS	519100	$38,744,709	$38,744,709
END USER	519100	$23,521,481	$23,521,481

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,871,736	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,871,736	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$195,553,076	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,423,743	TotalRevenueColumnAmt
Exclusion	$7,423,743	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,971,935	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,735,768	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$236,167	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$236,167	TotalRevenueColumnAmt
Exclusion	$236,167	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$65,359,014	SecuritiesAmt
Other	$116,379	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$64,958,481	SecuritiesAmt
Other	$27,984	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$400,533	SecuritiesAmt
Other	$88,395	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$488,928	TotalRevenueColumnAmt
Exclusion	$488,928	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
WEB-LINKING COMMISSION	519100	$70,524	$70,524
MISC. REVENUE-UNRELATE	900099	$5,497	$5,497

Field	Value	IRS element (for citing)
Other Revenue Total	$76,021	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$204,399,906	TotalRevenueColumnAmt
Related Or Exempt Func Income	$195,553,076	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$76,021	UnrelatedBusinessRevenueAmt
Exclusion	$8,148,838	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$110,253	TotalAmt
Program Services	$110,253	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$71,360	TotalAmt
Program Services	$71,360	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,303,468	TotalAmt
Program Services	$3,410,348	ProgramServicesAmt
Management And General	$3,893,120	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$851,294	TotalAmt
Program Services	$531,896	ProgramServicesAmt
Management And General	$319,398	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$88,025,551	TotalAmt
Program Services	$80,985,824	ProgramServicesAmt
Management And General	$7,039,727	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,382,901	TotalAmt
Program Services	$6,101,802	ProgramServicesAmt
Management And General	$281,099	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,697,809	TotalAmt
Program Services	$8,380,486	ProgramServicesAmt
Management And General	$1,317,323	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,219,716	TotalAmt
Program Services	$5,802,244	ProgramServicesAmt
Management And General	$417,472	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$606,533	TotalAmt
Management And General	$606,533	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$674,291	TotalAmt
Management And General	$674,291	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$265,439	TotalAmt
Management And General	$265,439	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,720,756	TotalAmt
Program Services	$7,308,321	ProgramServicesAmt
Management And General	$412,435	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$532,318	TotalAmt
Program Services	$532,318	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,406,228	TotalAmt
Program Services	$2,938,531	ProgramServicesAmt
Management And General	$467,697	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$11,055,968	TotalAmt
Program Services	$11,029,205	ProgramServicesAmt
Management And General	$26,763	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$4,549,485	TotalAmt
Program Services	$4,549,485	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$6,582,362	TotalAmt
Program Services	$6,574,720	ProgramServicesAmt
Management And General	$7,642	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,419,923	TotalAmt
Program Services	$4,883,954	ProgramServicesAmt
Management And General	$535,969	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$887,365	TotalAmt
Program Services	$870,576	ProgramServicesAmt
Management And General	$16,789	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,372,744	TotalAmt
Program Services	$1,372,744	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,150,309	TotalAmt
Program Services	$27,150,309	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$597,680	TotalAmt
Program Services	$548,165	ProgramServicesAmt
Management And General	$49,515	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
IFM LENDING CREDITS	$11,457,954	$11,457,954
OTHER NONOPERATING-PROG	$3,273,527	$3,273,527
PRODUCT & DISTRIBUTION	$2,594,524	$2,594,524
OTHER NONOPERATING-MGT	$1,108,328		$1,108,328

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$207,918,086	TotalAmt
Program Services	$190,478,546	ProgramServicesAmt
Management And General	$17,439,540	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,821	BOYAmt
EOY	$1,789	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,243,940	BOYAmt
EOY	$14,150,562	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$83,873	BOYAmt
EOY	$132,674	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$29,788,235	BOYAmt
EOY	$30,266,182	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$53,945	BOYAmt
EOY	$6,007	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,141,767	BOYAmt
EOY	$6,170,345	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$164,759,612	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$96,763,383	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$57,770,530	BOYAmt
EOY	$67,996,229	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$184,190,848	BOYAmt
EOY	$183,984,730	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$54,351,696	BOYAmt
EOY	$35,542,267	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$76,368,404	BOYAmt
EOY	$71,700,692	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$14,166,997	BOYAmt
EOY	$13,476,031	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$434,213,056	BOYAmt
EOY	$423,477,508	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$50,024,772	BOYAmt
EOY	$34,451,381	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$35,941,226	BOYAmt
EOY	$34,132,974	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$58,693,050	BOYAmt
EOY	$78,042,768	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$39,782,287	BOYAmt
EOY	$36,883,280	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$184,441,335	BOYAmt
EOY	$183,510,403	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	$249,771,721	BOYAmt
EOY	$239,967,105	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$249,771,721	BOYAmt
EOY	$239,967,105	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$434,213,056	BOYAmt
EOY	$423,477,508	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$3,518,180	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,311,854	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$25,418	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	$1,695,065	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,771,624	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,041,508	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,451,109	CurrentTaxYearMinus1YearAmt
Current Tax Year	$621,971	CurrentTaxYearAmt
Total	$8,581,277	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$166,932,640	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$201,680,684	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$205,490,516	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$194,123,273	CurrentTaxYearMinus1YearAmt
Current Tax Year	$195,553,076	CurrentTaxYearAmt
Total	$963,780,189	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$168,627,705	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$204,452,308	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$207,532,024	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$195,574,382	CurrentTaxYearMinus1YearAmt
Current Tax Year	$196,175,047	CurrentTaxYearAmt
Total	$972,361,466	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$920,565	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,623,808	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$983,327	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$728,406	CurrentTaxYearMinus1YearAmt
Current Tax Year	$988,570	CurrentTaxYearAmt
Total	$5,244,676	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,111,746	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,678,595	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,975,146	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,709,926	CurrentTaxYearMinus1YearAmt
Current Tax Year	$326,163	CurrentTaxYearAmt
Total	$15,801,576	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,032,311	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,302,403	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,958,473	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,438,332	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,314,733	CurrentTaxYearAmt
Total	$21,046,252	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$951,315,214	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,748,260	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,116,543	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,936,941	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,529,864	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,395,678	CurrentTaxYearAmt
Total	$58,727,286	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$62,442	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,170	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$68,137	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39,104	CurrentTaxYearMinus1YearAmt
Current Tax Year	$47,274	CurrentTaxYearAmt
Total	$254,127	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,810,702	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,153,713	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,005,078	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,568,968	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,442,952	CurrentTaxYearAmt
Total	$58,981,413	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$181,438,407	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$212,606,021	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$224,537,102	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$207,143,350	CurrentTaxYearMinus1YearAmt
Current Tax Year	$205,617,999	CurrentTaxYearAmt
Total	$1,031,342,879	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.92240	PublicSupportCY509Pct
Public Support PY509	0.91640	PublicSupportPY509Pct
Investment Income CY	0.05720	InvestmentIncomeCYPct
Investment Income PY	0.05730	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	$72,297,730	OtherCostOrOtherBasisAmt
Depreciation	$47,888,190	DepreciationAmt
Book Value	$24,409,540	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,661,569	OtherCostOrOtherBasisAmt
Depreciation	$1,641,063	DepreciationAmt
Book Value	$2,020,506	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$79,035,192	OtherCostOrOtherBasisAmt
Depreciation	$47,234,130	DepreciationAmt
Book Value	$31,801,062	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$67,996,229	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC FIXED INCOME	$17,239,604	F
GLOBAL EQUITY INCOME	$18,302,663	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$35,542,267	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DEFERRED RETIREMENT	$50,317
POST RETIREMENT BENEFITS	$11,920,811
MEMBERS SUBSCRIPTION BALANCES	$19,066,531
OTHER LIABILITIES	$5,845,621

Field	Value	IRS element (for citing)
Total Liability	$36,883,280	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, DELOITTE & TOUCHE, 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, 2016 AND 2015. 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	27	PROGRAM SERVICES	CHINA AND AUSTRALIA PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES.	$2,991,000
NORTH AMERICA (OUTSIDE USA)	1	7	PROGRAM SERVICES	QUEBEC AND MEXICO (HOME OFFICE). SALES SOLICITATION AND INFORMATION ABOUT OCLC PRODUCTS AND SERVICES.	$1,116,000
NORTH AMERICA (OUTSIDE USA)	1	16	PROGRAM SERVICES	MANITOBA. TECHNICAL SERVICES FOR OCLC CUSTOMERS.	$1,061,000
EUROPE	7	310	PROGRAM SERVICES	4 DISREGARDED SUBS PROVIDING LIBRARY SERVICES AND SUPPORT TO LIBRARIES IN EUROPE.	$39,542,000
EUROPE			BOARD AND EMEA REGIONAL COUNCIL MEETING IN MADRID		$244,000
EAST ASIA AND THE PACIFIC			GOVERNANCE - REGIONAL COUNCIL MEETING IN MELBOURNE		$162,000
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,			INVESTMENTS		$18,448,000

Field	Value	IRS element (for citing)
Subtotal Offices	11	SubtotalOfficesCnt
Subtotal Employees	360	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	11	TotalOfficeCnt
Total Employee	360	TotalEmployeeCnt
Subtotal Spent	$63,564,000	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$63,564,000	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
EAST ASIA AND THE PACIFIC	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT	$14,901	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT	$15,000	CHECK

Field	Value	IRS element (for citing)
Total Other Org	2	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 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	EUROPE	1	$400	CASH STIPEND OF $100 PER WEEK	$6,418	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	SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	2	$800	CASH STIPEND OF $100 PER WEEK	$14,644	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,	1	$400	CASH STIPEND OF $100 PER WEEK	$7,951	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	SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	1	$400	CASH STIPEND OF $100 PER WEEK	$7,068	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 (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
AMERICAN LIBRARY ASSOCIATION
50 EAST HURON STREET	CHICAGO	IL	60611	362166947	501(C)(3)	$17,543	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
UNIVERSITY OF WISCONSIN-MILWAUKEE
3203 NORTH DOWNER AVE	MILWAUKEE	WI	53211	391805963	501(C)(3)	$15,000	LIBRARY AND INFO SCIENCE RESEARCH GRANT
UNIVERSITY OF MISSOURI
115 BUSINESS LOOP 70W MIZZOU NO RM	COLUMBIA	MO	65211	436003859	501(C)(3)	$15,000	LIBRARY AND INFO SCIENCE RESEARCH GRANT	501
FLORIDA STATE UNIVERSITY
2000 LEVY AVE BLDG A SUITE 351	TALLAHASSEE	FL	32310	593211153	501(C)(3)	$14,984	LIBRARY AND INFO SCIENCE RESEARCH GRANT
ODIKAI CONFERENCE MANAGEMENT LLC DBA CONCENTRA CONFERENCE MANAGEMENT
9457 S UNIVERSITY BLVD 348	HIGHLANDS RANCH	CO	80126	464491085		$7,500	OPERATING SUPPORT FOR CODE4LIB CONFERENCE.

Field	Value	IRS element (for citing)
Total501c3 Org	5	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 (24 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
BORDAS ANDREW
VP MANAGEMENT AND CUSTOMER RELATIONS	$198,379	$0	$82,917	$0	$990	$0	$8,120	$0	$20,128	$0	$310,534	$0	$0	$0
CROCCO BRUCE
VP LIBRARY SERVICES FOR THE AMERICAS	$177,398	$0	$85,994	$0	$3,459	$0	$33,335	$0	$14,505	$0	$314,691	$0	$0	$0
DEMPSEY LORCAN
VP OCLC RESEARCH & CHIEF STRATEGIST	$251,795	$0	$115,650	$0	$5,872	$0	$91,419	$0	$20,314	$0	$485,050	$0	$0	$0
JACOBS JEFF
CHIEF INFORMATION OFFICER	$255,000	$0	$90,780	$0	$6,683	$0	$24,872	$0	$34	$0	$377,369	$0	$0	$0
MICHALKO JIM
VP RLG PROGRAMS (TERM'D FEB '15)	$208,999	$0	$55,012	$0	$9,370	$0	$71,250	$0	$14,510	$0	$359,141	$0	$0	$0
NILGES WILLIAM
VP BUSINESS DEVELOPMENT	$182,543	$0	$89,725	$0	$1,200	$0	$56,291	$0	$20,305	$0	$350,064	$0	$0	$0
PRESAS JULIE
GEN COUNSEL, VP OF LEGAL SVS, SECRET	$185,846	$0	$66,669	$0	$12,088	$0	$44,470	$0	$6,927	$0	$316,000	$0	$0	$0
PRICHARD DAVID
PRESIDENT & CEO	$641,107	$0	$518,480	$0	$11,563	$0	$92,080	$0	$20,289	$0	$1,283,519	$0	$0	$0
SAUER-GAMES MARY
VP PRODUCT MANAGEMENT	$199,685	$0	$51,745	$0	$12,779	$0	$16,330	$0	$8,635	$0	$289,174	$0	$0	$0
SCHWIETERMAN RICK TRMD DEC'15
EXECUTIVE VP, CFO, TREAS	$382,238	$0	$262,982	$0	$11,813	$0	$95,998	$0	$14,532	$0	$767,563	$0	$0	$0
SPAYDE TAMMI
VP CORPORATE HUMAN RESOURCES	$225,346	$0	$113,706	$0	$2,108	$0	$41,602	$0	$20,311	$0	$403,073	$0	$0	$0
WANG ANDREW
VP OCLC ASIA PACIFIC	$181,945	$0	$92,673	$0	$5,996	$0	$45,376	$0	$15,985	$0	$341,975	$0	$0	$0
SINGH INDY
GENERAL MANAGER OCLC EMEA UK	$146,232	$0	$26,147	$0	$10,700	$0	$7,264	$0	$0	$0	$190,343	$0	$0	$0
VAN LUBEEK ERIC
VP MANAGING DIRECTOR EMEA & APAC	$223,850	$0	$89,998	$0	$44,066	$0	$19,965	$0	$0	$0	$377,879	$0	$0	$0
BUSH CARL
EXEC DIR - US LIBRARY SERVICES	$141,144	$0	$55,871	$0	$5,485	$0	$34,008	$0	$20,121	$0	$256,629	$0	$0	$0
CAPPUZZELLO PAUL
DIRECTOR - STRATEGIC ACCOUNTS	$106,088	$0	$117,821	$0	$5,750	$0	$34,343	$0	$14,496	$0	$278,498	$0	$0	$0
HOHLBEIN BONNIE
CONTROLLER	$182,739	$0	$46,318	$0	$3,031	$0	$27,875	$0	$7,957	$0	$267,920	$0	$0	$0
LITNER DONALD
LIBRARY SERVICES CONSULTANT	$79,777	$0	$120,631	$0	$6,098	$0	$13,168	$0	$20,112	$0	$239,786	$0	$0	$0
WITHROW MARTY
EXEC DIR - METADATA & CORE SERVICES	$164,624	$0	$42,913	$0	$4,690	$0	$40,000	$0	$7,429	$0	$259,656	$0	$0	$0
NEEDHAM GEORGE
VP GLOBAL COUNCILS (TERM'D MAR '15)	$25,014	$0	$0	$0	$188,636	$0	$6,641	$0	$10,686	$0	$230,977	$0	$99,743	$0
OLIVER GENE TERM'D FEB '15
VP INFORMATION TECHNOLOGY	$27,098	$0	$6,509	$0	$116,225	$0	$6,199	$0	$14,365	$0	$170,396	$0	$0	$0
DE ROSA CATHERINE
FORMER OFFICER (TERM'D DEC '14)	$0	$0	$0	$0	$157,863	$0	$0	$0	$0	$0	$157,863	$0	$12,765	$0
JORDAN ROBERT
FORMER OFFICER (TERM'D JUN '13)	$0	$0	$113,322	$0	$99,014	$0	$0	$0	$505	$0	$212,841	$0	$12,368	$0
TEETS MICHAEL
FORMER OFFICER (AS OF OCT '14)	$181,020	$0	$66,922	$0	$1,085	$0	$32,242	$0	$39,227	$0	$320,496	$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	CARL E. OLIVER (AKA GENE OLIVER, FORMER VP OF INFORMATION TECHNOLOGY), GEORGE NEEDHAM (FORMER VP GLOBAL COUNCILS), AND CATHERINE DE ROSA (FORMER VP GLOBAL MARKETING) TERMINATED FEBRUARY 2015, MARCH 2015, AND DECEMBER 2014, RESPECTIVELY, AND RECEIVED SEVERANCE PAYMENTS, ALL OF WHICH WAS INCLUDED IN THEIR TAXABLE COMPENSATION. THE AMOUNTS WERE $92,287, $81,900, AND $147,331, 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), GEORGE NEEDHAM (FORMER VP GLOBAL COUNCILS), AND JAMES HOUFEK (FORMER VP & GENERAL COUNSEL). THE AMOUNTS WERE $12,368, $38,411, 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 1,581 LORCAN DEMPSEY 2,230 CATHERINE DE ROSA 1,092 WILLIAM NILGES 901 GENE OLIVER 1,350 RICK J. SCHWIETERMAN 1,692 ANDREW WANG 2,018 THOMAS HICKEY 774 SONDRA KOWALUK 595 ROBERT L. JORDAN 3,208
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. DURING THE CALENDAR YEAR FALLING WITHIN THE FISCAL YEAR THAT IS THE SUBJECT OF THIS INFORMATION RETURN, TWO OF THE PARTICIPANTS WHO ARE REPORTED IN THIS INFORMATION RETURN EXERCISED RIGHTS GRANTED UNDER THE PLAN: GEORGE NEEHAM (FORMER VP GLOBAL COUNCIL) AND CATHERINE DE ROSA (FORMER VP GLOBAL MARKETING). OTHER THAN EARNINGS ON EXISTING BALANCES WHICH HAVE BEEN DISTRIBUTED, NO OTHER INCOME IS REFLECTED IN THE SCHEDULE PROVIDED ABOVE, WITH RESPECT TO THOSE INDIVIDUALS LISTED THEREIN WHO ARE PARTICIPANTS IN THE PLAN. ANY FUTURE COMPENSATION AMOUNTS ULTIMATELY REALIZED FROM EXERCISE OF RIGHTS GRANTED UNDER THE PLAN, WILL BE APPROPRIATELY DISCLOSED AS COMPENSATION IN OCLC'S INFORMATION RETURN FOR THE YEAR OF EXERCISE. 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	$19,150,026	$30,000,000	$161,760	$12,314,796	$17,523,444	2009	Yes (1)	Yes (1)	Yes (1)
B	$9,954,687	$24,000,000	$68,500	$23,931,500		2013	0	Yes (1)	Yes (1)
C	$6,852,519	$30,000,000		$30,000,000		2014	0	Yes (1)	Yes (1)
D		$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	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
D	0	0	0	0	0.00000	0.00000	0.00000	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	$50,000	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	0	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$50,000	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	$99,932	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 (10 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 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 11	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 876,571. UNREALIZED POST RETIREMENT -1,799,674. INCOME ON INVESTMENT IN SUBSIDIARIES 948,521.
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 (4 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	$2,236,868	$12,949,323	OCLC ONLINE COMPUTER LIBRARY CENTER INC
OCLC BV
SCHIPHOLWEG 99 2316 XA	LEIDEN	NL	981065524	INFORMATION SERVICES	NL	$14,693,973	$12,135,645	OCLC EMEA BV
OCLC GMBH
GRUNWALDER WEG 28G	D-82041 OBERHACHING	GM	981063976	INFORMATION SERVICES	GM	$15,680,510	$5,917,007	OCLC EMEA BV
OCLC (UK) LIMITED
8 ST MARYS GATE	SHEFFIELD S1 4LW	UK	981067510	INFORMATION SERVICES	UK	$9,535,552	$3,146,632	OCLC EMEA BV

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 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	$334,005	1.00000	Yes (1)	ST JAKOBS-STRASSE 96	CH-4052 BASEL	SZ	SZ	$551,220
HUIJSMANS & KUIJPERS AUTOMATISERING BV
					INFORMATION SERVICES		OCLC EMEA BV	C	$7,217,699	1.00000	Yes (1)	GRONINGERWEG 13-C	9765 TA PATERSWOLDE	NL	NL	$4,826,657

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 (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HUIJSMANS & KUIJPERS AUTOMATISERING BV
F	$1,695,084	DIVIDEND DECLARED
OCLC AG
L	$205,178	PER CONTRACT
OCLC AG
M	$145,534	PER CONTRACT
HUIJSMANS & KUIJPERS AUTOMATISERING BV
L	$327,608	PER CONTRACT