2017-03-31T09:37:07-05:00 2016-06-30 135381590 BDO USA LLP 330 N WABASH SUITE 3200 CHICAGO IL 60611 990 2015-07-01 310734115 OCLC ONLINE COMPUTER LIBRARY CENTER INC OCLC 6147646000 6565 KILGOUR PLACE DUBLIN OH 43017 WILLIAM ROZEK TREASURER & CFO 6147646000 2017-03-31 1 REBEKUH ELEY P01247672 3128569100 2015 2021-01-29 14:40:06Z WILLIAM ROZEK 6565 KILGOUR PLACE DUBLIN OH 43017 271122139 0 X WWW.OCLC.ORG X 1967 OH 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. 14 14 1033 0 76021 56365 1451109 621971 194053695 195553076 20751798 7912671 323418 312188 216580020 204399906 155096 181613 0 0 126638913 118480739 0 0 0 86937619 89255734 213731628 207918086 2848392 -3518180 434213056 423477508 184441335 183510403 249771721 239967105 X 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. 0 0 190478546 181613 195553076 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. 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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. 1 EAST ASIA AND THE PACIFIC 2 27 PROGRAM SERVICES CHINA AND AUSTRALIA PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES. 2991000 NORTH AMERICA (OUTSIDE USA) 1 7 PROGRAM SERVICES QUEBEC AND MEXICO (HOME OFFICE). SALES SOLICITATION AND INFORMATION ABOUT OCLC PRODUCTS AND SERVICES. 1116000 NORTH AMERICA (OUTSIDE USA) 1 16 PROGRAM SERVICES MANITOBA. TECHNICAL SERVICES FOR OCLC CUSTOMERS. 1061000 EUROPE 7 310 PROGRAM SERVICES 4 DISREGARDED SUBS PROVIDING LIBRARY SERVICES AND SUPPORT TO LIBRARIES IN EUROPE. 39542000 EUROPE BOARD AND EMEA REGIONAL COUNCIL MEETING IN MADRID 244000 EAST ASIA AND THE PACIFIC GOVERNANCE - REGIONAL COUNCIL MEETING IN MELBOURNE 162000 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 18448000 11 360 0 0 11 360 63564000 0 63564000 EAST ASIA AND THE PACIFIC LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT 14901 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT 15000 CHECK 2 FELLOWSHIPS FOR EDUCATIONAL PROGRAM FOR EARLY CAREER LIBRARIANS FROM DEVELOPING COUNTRIES EUROPE 1 400 CASH STIPEND OF $100 PER WEEK 6418 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. 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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 7068 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 0 0 1 1 1 1 PART I, LINE 2: 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. 1 AMERICAN LIBRARY ASSOCIATION 50 EAST HURON STREET CHICAGO IL 60611 362166947 501(C)(3) 17543 OPERATING SUPPORT AND FUNDING FOR VARIOUS AWARDS. UNITED WAY OF CENTRAL OHIO 360 SOUTH THIRD STREET COLUMBUS OH 43215 314393712 501(C)(3) 10000 OPERATING SUPPORT UNIVERSITY OF WISCONSIN-MILWAUKEE 3203 NORTH DOWNER AVE MILWAUKEE WI 53211 391805963 501(C)(3) 15000 LIBRARY AND INFO SCIENCE RESEARCH GRANT UNIVERSITY OF MISSOURI 115 BUSINESS LOOP 70W MIZZOU NO RM 501 COLUMBIA MO 65211 436003859 501(C)(3) 15000 LIBRARY AND INFO SCIENCE RESEARCH GRANT FLORIDA STATE UNIVERSITY 2000 LEVY AVE BLDG A SUITE 351 TALLAHASSEE FL 32310 593211153 501(C)(3) 14984 LIBRARY AND INFO SCIENCE RESEARCH GRANT ODIKAI CONFERENCE MANAGEMENT LLC DBA CONCENTRA CONFERENCE MANAGEMENT 9457 S UNIVERSITY BLVD 348 HIGHLANDS RANCH CO 80126 464491085 7500 OPERATING SUPPORT FOR CODE4LIB CONFERENCE. 5 1 PART I, LINE 1(H) 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. X X X X 1 1 X X X X X 1 1 0 0 0 0 0 1 1 1 BORDAS ANDREW VP MANAGEMENT AND CUSTOMER RELATIONS 198379 0 82917 0 990 0 8120 0 20128 0 310534 0 0 0 CROCCO BRUCE VP LIBRARY SERVICES FOR THE AMERICAS 177398 0 85994 0 3459 0 33335 0 14505 0 314691 0 0 0 DEMPSEY LORCAN VP OCLC RESEARCH & CHIEF STRATEGIST 251795 0 115650 0 5872 0 91419 0 20314 0 485050 0 0 0 JACOBS JEFF CHIEF INFORMATION OFFICER 255000 0 90780 0 6683 0 24872 0 34 0 377369 0 0 0 MICHALKO JIM VP RLG PROGRAMS (TERM'D FEB '15) 208999 0 55012 0 9370 0 71250 0 14510 0 359141 0 0 0 NILGES WILLIAM VP BUSINESS DEVELOPMENT 182543 0 89725 0 1200 0 56291 0 20305 0 350064 0 0 0 PRESAS JULIE GEN COUNSEL, VP OF LEGAL SVS, SECRET 185846 0 66669 0 12088 0 44470 0 6927 0 316000 0 0 0 PRICHARD DAVID PRESIDENT & CEO 641107 0 518480 0 11563 0 92080 0 20289 0 1283519 0 0 0 SAUER-GAMES MARY VP PRODUCT MANAGEMENT 199685 0 51745 0 12779 0 16330 0 8635 0 289174 0 0 0 SCHWIETERMAN RICK TRMD DEC'15 EXECUTIVE VP, CFO, TREAS 382238 0 262982 0 11813 0 95998 0 14532 0 767563 0 0 0 SPAYDE TAMMI VP CORPORATE HUMAN RESOURCES 225346 0 113706 0 2108 0 41602 0 20311 0 403073 0 0 0 WANG ANDREW VP OCLC ASIA PACIFIC 181945 0 92673 0 5996 0 45376 0 15985 0 341975 0 0 0 SINGH INDY GENERAL MANAGER OCLC EMEA UK 146232 0 26147 0 10700 0 7264 0 0 0 190343 0 0 0 VAN LUBEEK ERIC VP MANAGING DIRECTOR EMEA & APAC 223850 0 89998 0 44066 0 19965 0 0 0 377879 0 0 0 BUSH CARL EXEC DIR - US LIBRARY SERVICES 141144 0 55871 0 5485 0 34008 0 20121 0 256629 0 0 0 CAPPUZZELLO PAUL DIRECTOR - STRATEGIC ACCOUNTS 106088 0 117821 0 5750 0 34343 0 14496 0 278498 0 0 0 HOHLBEIN BONNIE CONTROLLER 182739 0 46318 0 3031 0 27875 0 7957 0 267920 0 0 0 LITNER DONALD LIBRARY SERVICES CONSULTANT 79777 0 120631 0 6098 0 13168 0 20112 0 239786 0 0 0 WITHROW MARTY EXEC DIR - METADATA & CORE SERVICES 164624 0 42913 0 4690 0 40000 0 7429 0 259656 0 0 0 NEEDHAM GEORGE VP GLOBAL COUNCILS (TERM'D MAR '15) 25014 0 0 0 188636 0 6641 0 10686 0 230977 0 99743 0 OLIVER GENE TERM'D FEB '15 VP INFORMATION TECHNOLOGY 27098 0 6509 0 116225 0 6199 0 14365 0 170396 0 0 0 DE ROSA CATHERINE FORMER OFFICER (TERM'D DEC '14) 0 0 0 0 157863 0 0 0 0 0 157863 0 12765 0 JORDAN ROBERT FORMER OFFICER (TERM'D JUN '13) 0 0 113322 0 99014 0 0 0 505 0 212841 0 12368 0 TEETS MICHAEL FORMER OFFICER (AS OF OCT '14) 181020 0 66922 0 1085 0 32242 0 39227 0 320496 0 0 0 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 A COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY 571239430 NONEAVAIL 2009-08-10 30000000 SEE PART VI 0 0 0 B COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY 571239430 NONEAVAIL 2013-06-19 24000000 SEE PART VI 0 0 0 C COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY 571239430 NONEAVAIL 2014-10-28 30000000 SEE PART VI 0 0 0 D COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY 571239430 NONEAVAIL 2016-04-14 30000000 SEE PART VI 0 0 0 A 19150026 30000000 161760 12314796 17523444 2009 1 0 1 1 B 9954687 24000000 68500 23931500 2013 0 0 1 1 C 6852519 30000000 30000000 2014 0 0 1 1 D 30000000 30000000 2016 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 0 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 SCH K, PART I 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 LORCAN DEMPSEY OFFICER PART V X 50000 50000 0 0 1 50000 SONYA OLIVER SPOUSE OF OFFICER 99932 EMPLOYMENT FAMILY MEMBER OF AN OCLC OFFICER 0 SCHEDULE L, PART II 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. 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 OCLC EMEA BV SCHIPHOLWEG 99 2316 XA LEIDEN NL 981065403 HOLDING COMPANY NL 2236868 12949323 OCLC ONLINE COMPUTER LIBRARY CENTER INC OCLC BV SCHIPHOLWEG 99 2316 XA LEIDEN NL 981065524 INFORMATION SERVICES NL 14693973 12135645 OCLC EMEA BV OCLC GMBH GRUNWALDER WEG 28G D-82041 OBERHACHING GM 981063976 INFORMATION SERVICES GM 15680510 5917007 OCLC EMEA BV OCLC (UK) LIMITED 8 ST MARYS GATE SHEFFIELD S1 4LW UK 981067510 INFORMATION SERVICES UK 9535552 3146632 OCLC EMEA BV OCLC INFORMATION DISTRIBUTION INC 6565 KILGOUR PLACE DUBLIN OH 43017 870374788 INFORMATION SERVICES OH OCLC ONLINE COMPUTER LIBRARY CENTER INC C 51642 1.00000 1 OCLC AG ST JAKOBS-STRASSE 96 CH-4052 BASEL SZ INFORMATION SERVICES SZ OCLC GMBH C 551220 334005 1.00000 1 HUIJSMANS & KUIJPERS AUTOMATISERING BV GRONINGERWEG 13-C 9765 TA PATERSWOLDE NL INFORMATION SERVICES NL OCLC EMEA BV C 4826657 7217699 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 HUIJSMANS & KUIJPERS AUTOMATISERING BV F 1695084 DIVIDEND DECLARED OCLC AG L 205178 PER CONTRACT OCLC AG M 145534 PER CONTRACT HUIJSMANS & KUIJPERS AUTOMATISERING BV L 327608 PER CONTRACT