2016-07-06T11:57:51-07:00 2015-08-31 990 2014-09-01 362166947 AMERICAN LIBRARY ASSOCIATION AMER 3122805834 50 East Huron Street Chicago IL 606112795 Keith Fiels Executive Director 3122801392 2016-07-06 2014 2016-09-27 15:27:22Z Keith Fiels 50 East Huron Street Chicago IL 606112795 97551502 0 X ala.org X 1876 MA The mission of the American Library Association is to provide leadership for the development, promotion and improvement of library and information services and the profession of librarianship in order to enhance learning and ensure access to information for all. 10 10 304 75 5963945 0 14631292 17449579 25008930 25749273 2565483 4287888 8259760 6834622 50465465 54321362 1440653 3130966 0 0 20025116 26522744 0 0 405715 25729272 27230793 47195041 56884503 3270424 -2563141 79526348 76735284 41706274 46033717 37820074 30701567 The mission of the American Library Association is to provide leadership for the development, promotion and improvement of library and information services and the profession of librarianship in order to enhance learning and ensure access to information for all. 0 0 10161327 0 0 Mutual membership benefit programs, general/other-Membership services provided in conjunction with member participation. Personal and organizational members totaled 54,200 as of August 31, 2015. 7834361 11856183 Mutual membership benefit programs, general/other-Conferences enable members to keep abreast of the latest technological capabilities, new publications and trends in the profession. Three major conferences, several national forums and a variety of institutes were held during the year. 3620140 11897455 Publishing-publishing of trade journals and books to aide the profession. Published 12 trade journals and 50 books on a variety of topics of interest to the profession during the year. 27899389 876235 Mutual membership benefit programs, general/other: General activities such as diversity, international relations, accreditation and monitoring legislation. (17 offices/departments) 3130966 3130966 0 Mutual membership benefit programs, general/other: Programs related to grants and awards as per donor's requirements (1,143 beneficiaries). 236405 0 Mutual membership benefit programs, general/other: Round Table discussions and activities (20 Round Tables). 31266760 3130966 876235 52882588 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1524 0 1 304 1 1 1 0 0 0 0 0 0 0 0 1 0 X 10 10 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL IN MA X L Denise Moritz 3122805834 50 East Huron Street Chicago IL 606112795 Courtney Young President 5 X X 0 0 0 Sari Feldman President-Elect 5 X X 0 0 0 Barbara Stripling Immediate Past President 5 X X 0 0 0 Mario Gonzalez Treasurer 5 X X 0 0 0 Robert Banks Board Member 5 X 0 0 0 Gina Persichini Board Member 5 X 0 0 0 Sara Kelly Johns Board Member 5 X 0 0 0 Alexia Hudson-Ward Board Member 5 X 0 0 0 John Moorman Board Member 5 X 0 0 0 James Neal Board Member 5 X 0 0 0 Peter Hepburn Board Member 5 X 0 0 0 Keith Fiels Executive Director 35 X 243678 0 24821 Gregory Calloway Associate Executive Director-Finance 35 X 172402 0 24969 Mary Ghikas Senior Associate Executive Director 35 X 211082 0 27517 Don Chatham Associate Executive Director 35 X 156084 0 28458 Emily Sheketoff Associate Executive Director 35 X 150129 0 18632 Cathleen Bourdon Associate Executive Director 35 X 141892 0 16140 Sally Reed Executive Director-United for Libraries 35 X 134594 0 9545 Mary Ellen Davis Executive Director - ACRL 35 X 128797 0 27360 Alan Inouye Director 35 X 129016 0 16774 1467674 0 194216 22 0 1 0 RR Donnelley Receivables Inc PO Box 932721 Cleveland OH 44193 Printing, mail, photography, order processing/fulfillment services 632316 Hall Erickson 98 E Naperville Rd Westmont IL 60559 Trade show consulting 336559 MidAmerican Printing Systems Inc PO Box 309 Itasca IL 60143 Printing services 414073 The Harwood Institute 4915 St Elmo Avenue Suite 402 Bethesda MD 20814 Strategic consulting services 384111 Versa Press Inc 1465 Spring Bay Road Est Peoria IL 616119788 Printing and mail services 252690 33 0 8289677 0 0 3438854 5721048 0 17449579 Advertising, net 541800 5963945 0 5963945 0 Sales of materials 511130 2144776 2144776 0 0 Subscriptions 511120 4908134 4908134 0 0 Meetings and conferences 541900 11856183 11856183 0 0 876235 876235 0 0 25749273 1748483 0 0 1748483 0 0 0 0 1879160 1879160 0 0 0 0 45094961 0 42555556 0 2539405 0 2539405 0 0 2539405 0 5519129 674584 4844545 4844545 0 0 Mailing list rental 511140 110917 0 0 110917 0 0 0 0 110917 54321362 26509033 5963945 4398805 X 0 3130966 3130966 783245 156084 627161 15442332 11922437 3317052 202843 900837 670594 218981 11262 8115129 5844992 2164762 105375 1281201 953742 311442 16017 217769 55911 161858 101910 101910 222775 222775 311543 224323 87220 5132889 4450825 669283 12781 108247 105057 3190 2308869 1952831 346765 9273 558503 223401 335102 455072 455072 403129 81187 321942 1922916 1790048 121455 11413 6629361 6494908 129317 5136 298512 208633 89879 3127460 1675349 1451049 1062 144073 35279 108794 Bad debt 19442 19441 1 Publications and printing 3679435 3583464 69469 26502 Equipment/furniture rental and repair 458271 309572 148679 20 Internal overhead 38211 7564559 -7527189 841 1092406 751138 341268 56884503 52882588 3596200 405715 2154056 1120194 14422212 14486928 556787 1217254 3620805 3999837 170000 155000 1817310 1584741 623379 1090660 41891916 30177661 12821285 11714255 39249249 37764816 4091265 3601599 79526348 76735284 4703077 5943218 11551338 12770879 9088616 6124004 16363243 21195616 41706274 46033717 X 32567080 25657277 4738294 4529590 514700 514700 37820074 30701567 79526348 76735284 X -2563141 -4515466 0 0 0 -39900 X 0 1 X 1 1 1 X 15454400 15558659 16522474 14631292 17449579 79616404 22060327 23814049 23581377 25677153 24629873 119762779 37514727 39372708 40103851 40308445 42079452 199379183 0 0 0 0 0 0 199379183 3641397 3546210 3496690 3453854 3738560 17876711 3641397 3546210 3496690 3453854 3738560 17876711 -41479 -24536 30655 0 0 -35360 41114645 42894382 43631196 43762299 45818012 217220534 0.91787 0.92631 0.08230 0.07397 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 222775 222775 51385048 51607823 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 221760 228722 202442 222775 875699 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 16681033 8812 -648488 0 471527 0 15569830 15060543 107424 1738540 0 225474 0 16681033 14580901 3550 785684 0 309592 0 15060543 14399308 3428 409394 0 231229 0 14580901 14021075 2878 848928 0 473573 0 14399308 0.9 0.03 0.07 0 0 0 2443394 2443394 0 14250644 9412190 4838454 0 0 0 0 0 19886221 16818764 3067457 0 5311657 3946707 1364950 11714255 0 Post-retirement benefits 21195616 21195616 X 50621673 -4623251 0 0 923562 -3699689 54321362 0 0 0 54321362 57745677 0 0 0 861174 861174 56884503 0 0 0 56884503 Schedule D, Part V, Line 4 To hold, invest, reinvest and disburse funds to further the mission of the Association. Schedule D, Part X, Line 2 The Association is a tax-exempt organization under Section 501(c)(3) of the IRC. The ALA/APA is exempt under Section 501(c)(6) of the IRC. These Section 501(c)(3) and Section 501(c)(6) organizations are taxed only on income classified as unrelated business income. The ALA/APA did not have any unrelated business income for the years ended August 31, 2015 and 2014. The Association has income derived from certain advertising activities that has been determined to be unrelated business income. Unrelated business income is taxed in accordance with federal and state income tax regulations. The provision (recovery) for unrelated business income taxes was $-0- in 2015 and ($1,740) in 2014. The tax years ended 2011, 2012 and 2013 are still open to audit for both federal and state purposes. Based on the evaluation of the Association's tax positions, management believes all positions taken would be upheld under an examination; therefore, no provision for the effects of uncertain tax positions has been recorded for the years ended August 31, 2015 and 2014. Schedule D, Part XI, Line 2d Cost of goods sold - $674,584; ALA/Allied Professional Association revenues - $183,338; Edwards Trust operating revenues - $47,080; Edwards Trust realized gains - $58,466; Change in value of related party investment - ($39,906) Schedule D, Part XII, Line 2d Cost of goods sold - $674,584; ALA/Allied Professional Association expenses - $130,787; Edwards Trust operating expenses - $55,809; Rounding - ($6) 1 National Library Week Award 1 3000 PLA Services to Members 2 2000 ACRL Awards 7 8500 ACRL Scholarships 365 122945 ACRL Immersion II Scholarships 11 8800 AASL Advisory Services to Members Awards 2 2000 AASL Awards 14 33000 ASCLA Keystone Library Automation System (KLAS) & National Organization on Disability (NOD) Award 1 1000 ALCTS Services to Members 14 16000 RUSA Awards 15 33250 UFL Awards 6 4200 LITA Membership Promotion Awards 6 11500 ALSC Services to Members Awards 2 4000 YALSA Digital Literacy Awards 8 13908 YALSA Margaret Edwards Trust Awards 8 38000 YALSA Margaret Edwards Trust Awards for Best Literature Program for Teens 2 1000 YALSA Young Adult Services Symposium Stipend 1 1000 YALSA Teen Tech Week Awards 20 20000 Library History Round Table Phyllis Dain Award 1 500 GODORT Emerging Leaders Award 1 1000 IFRT Awards 2 1500 Gale Cengage Learning/NMRT Professional Development Grant Award 1 1000 NMRT Officer Support Awards 3 2992 MAGIRT Honor Award 1 250 LIRT Awards 2 2948 EMIERT Award 1 500 LIRT Officer/Committee Awards 3 3500 LearnRT Awards 2 2000 RMRT Award 1 1000 GLBTRT Awards 4 4500 Hornback Scholarship 1 1500 Bogle Award 1 500 Emily Dean Heiman Award 1 800 William Gordon Scholarship 1 2500 Betty Turock Scholarship 1 5000 Spectrum Diversity Scholarships 45 112500 Oakley Award 1 1000 Baber Awards 2 2945 Paul Howard Award 1 1000 Haycock Award 1 1000 Boyd Military Award 1 5000 Schneider Family Book Awards 4 15000 Lippencott Award 1 1500 Carnegie Whitney Awards 24 39034 STS Oberly Award 2 600 Hugh Atkinson Memorial Award 1 4000 Melcher Scholarships 5 14500 Distinguished Service Award 1 1000 YALSA Award 1 1000 General Scholarships 4 5750 Clift Scholarship 1 1500 Winsor Award 1 500 Rockosza Awards 2 3000 Olofson Award 1 1000 NEH Latino Americans Awards 202 1005000 Spectrum Diversity Fellowships 6 295122 ACRL Assessment in Action Awards 20 12000 Dollar General American Dream Grants and Awards 23 162845 Fetzer Spirituality Awards 4 10000 Dollar General Beyond Words Awards 8 171050 Carnegie Medal Awards 6 16000 Dollar General Dia Mini-grants 16 24000 Dollar General Everyone Reads @ Your Library Awards 50 52000 Loleta Fyan Awards 2 5000 Lyman Sage Scholarship 1 1250 I Love My Librarian Awards 10 50000 Scholarship Bash Award 1 2500 Lemony Snicket Award 1 10000 Greenwood Award 1 2500 HW Wilson Award 1 3500 Beta Phi Mu Award 1 1000 Equality Award 1 1000 Gale Research Financial Development Award 1 2500 Grolier Foundation Award 1 1000 Dewey Medal Award 1 2000 EBSCO Scholarships 12 13661 Info Today Library Future Award 1 1500 Excellence in Library Programming Award 1 5000 ACRL Rare Books and Manuscripts Section Scholarships 20 4910 ACRL WESS De Gruyter Librarian Award 1 2638 Putnam Grosset Awards 6 9400 Friends of ALSC Award 1 1000 YALSA Books for Teens Awards 2 2000 Friends of YALSA Awards 8 5100 Eisner Foundation Graphic Novel Grants 3 4000 International Book Fair 115 11600 AASL Spectrum Diversity Scholarship 1 2500 ASCLA Emerging Leader Award 1 500 LITA External Relations Awards 2 7825 MAGIRT Spectrum Diversity Scholarship 1 1000 Schedule I, Part I, Line 2 Recipients of grants and other assistance from the American Library Association are those individuals and units engaged in the furtherance of the dissemination of information of value to the profession. The disbursements are authorized by Officers, Division Heads and Unit Heads and are in compliance with the rules established by the Executive Board, Council and the rules and bylaws of the Association. Recipients, where appropriate, report to the Association on the progress of their studies and completion of projects. X X 0 1 0 0 0 0 0 0 0 Keith Fiels Executive Director 243678 0 0 0 0 0 16648 0 8173 0 268499 0 0 Mary Ghikas Senior Associate Executive Director 211082 0 0 0 0 0 14750 0 12767 0 238599 0 0 Gregory Calloway Associate Executive Director-Finance 172402 0 0 0 0 0 11961 0 13007 0 197370 0 0 0 Emily Sheketoff Associate Executive Director 150129 0 0 0 0 0 10461 0 8170 0 168760 0 0 0 Don Chatham Associate Executive Director 156084 0 0 0 0 0 10854 0 17605 0 184543 0 0 0 Cathleen Bourdon Associate Executive Director 141892 0 0 0 0 0 9683 0 6457 0 158032 0 0 0 Mary Ellen Davis Executive Director - Association of College & Research Libraries 128797 0 0 0 0 0 9178 0 18181 0 156156 0 0 0 Schedule J, Part I, Line 4 Keith Fiels - $40,000 Form 990, Part VI, Section A, Line 6 The organization is a stockless corporation governed by its membership. Form 990, Part VI, Section A, Line 7a The organization's members elect the governing body, the Executive Board. Form 990, Part VI, Section A, Line 7b Dues for personal members shall be set by the Executive Board with approval by a vote of the Council and subject to a mail vote of the personal members. Changes to organizational documents are subject to membership approval. Form 990, Part VI, Section B, Line 11b Form 990 is prepared internally and reviewed by the Association's independent accountant. An electronic Form 990 is provided to the Executive Board prior to filing. Form 990, Part VI, Section B, Line 12c Executive Board members are required to sign and submit a conflict of interest policy on an annual basis. All Association employees, including key employees, are required to sign a conflict of interest statement upon employment and are bound by the terms of the policy. Form 990, Part VI, Section B, Line 15 The compensation levels for the Executive Director, key employees and all other staff are approved by the Executive Board during the annual budget process. The Executive Director has a written employment contract. Changes in compensation levels are based on performance. As considered necessary, compensation levels are compared to other comparable organizations through a review of Form 990 filings and compensation surveys/studies. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents available online via its website. Form 990, Form 990-T, audited financial statements and the conflict of interest policy are available to the public upon written request. Form 990, Part IX, Line 9 During the fiscal year ended August 31, 2015, the Association adopted the RP-2014 mortality tables, resulting in an approximate $2,700,000 increase in employee benefits expense. Form 990, Part XI, Line 9 Change in value of related party investment - ($39,906); Rounding - $6 ALA Allied Professional Association 50 East Huron St Chicago IL 606112795 320077152 Promotion of Librarians IL 501 (C) (6) N/A 1 1 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 ALA Allied Professional Association a-i 4713 FMV ALA Allied Professional Association d 155000 Cash basis ALA Allied Professional Association m 106000 FMV ALA Allied Professional Association n 41783 Indirect cost study