OCLC INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: OCLC INC (EIN 31-0734115)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-05-13
IRS object ID: 201621349349305937
Schema version: 2014v6.0
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	2016-05-13T15:29:30-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 SOUTH WACKER DRIVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606064301	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	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	2016-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANNE FULTON	PreparerPersonNm
PTIN	P00941863	PTIN
Phone	3124861000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	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	$231,693,157	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	1030	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$61,284	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$46,005	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,041,508	PYContributionsGrantsAmt
CY Contributions Grants	$1,451,109	CYContributionsGrantsAmt
PY Program Service Revenue	$205,490,516	PYProgramServiceRevenueAmt
CY Program Service Revenue	$194,053,695	CYProgramServiceRevenueAmt
PY Investment Income	$43,085,541	PYInvestmentIncomeAmt
CY Investment Income	$20,751,798	CYInvestmentIncomeAmt
PY Other Revenue	$327,692	PYOtherRevenueAmt
CY Other Revenue	$323,418	CYOtherRevenueAmt
PY Total Revenue	$250,945,257	PYTotalRevenueAmt
CY Total Revenue	$216,580,020	CYTotalRevenueAmt
PY Grants And Similar Paid	$250,465	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$155,096	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$120,963,202	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$126,638,913	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$95,373,268	PYOtherExpensesAmt
CY Other Expenses	$86,937,619	CYOtherExpensesAmt
PY Total Expenses	$216,586,935	PYTotalExpensesAmt
CY Total Expenses	$213,731,628	CYTotalExpensesAmt
PY Revenues Less Expenses	$34,358,322	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,848,392	CYRevenuesLessExpensesAmt
Total Assets BOY	$425,908,617	TotalAssetsBOYAmt
Total Assets EOY	$434,213,056	TotalAssetsEOYAmt
Total Liabilities BOY	$158,996,757	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$184,441,335	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$266,911,860	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$249,771,721	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	$196,472,728	ExpenseAmt
Grant	$155,096	GrantAmt
Revenue	$194,053,695	RevenueAmt
Desc	OCLC IS A NONPROFIT GLOBAL LIBRARY COOPERATIVE THAT ADVANCES SHARED TECHNOLOGY, EXPANDS LIBRARIES' COLLECTIVE DATA AND IMPROVES THE VISIBILITY OF LIBRARIES WITHIN THE INFORMATION ENVIRONMENT-ALL WITH THE PURPOSE OF FURTHERING ACCESS TO KNOWLEDGE.AS A MEMBERSHIP ORGANIZATION, OCLC MEMBER LIBRARIES HAVE OPPORTUNITIES TO CONTRIBUTE THEIR VOICE TO OCLC. 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.OVER 1,000 PEOPLE PARTICIPATED IN REGIONAL COUNCIL MEETINGS IN FY2015. IN ADDITION, MEMBER FORUMS HELD IN 25 CITIES IN THE US AND CANADA HOSTED MORE THAN 1,500 LIBRARIANS, WHO SHARED IDEAS AND DISCUSSED NEEDS WITH COLLEAGUES AND OCLC STAFF.IN FY 2015, OCLC WELCOMED 61 NEW MEMBER LIBRARIES IN 11 NEW COUNTRIES. THERE ARE CURRENTLY 16,912 MEMBERS IN 118 COUNTRIES.WORLDCATOCLC MEMBER LIBRARIES COOPERATIVELY PRODUCE AND MAINTAIN WORLDCAT, THE MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS AND SERVICES. WORLDCAT CONTINUES TO GROW. REGIONAL AND NATIONAL INSTITUTIONS SUCH AS THE SHANGHAI LIBRARY, THE NATIONAL LIBRARY OF THE NETHERLANDS AND THE PUBLIC READING NETWORK OF EUSKADI IN SPAIN HAVE RECENTLY ADDED MILLIONS OF TITLES TO WORLDCAT.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.MEMBERS CONTINUED THEIR 40-YEAR COMMITMENT TO COMMUNITY-BASED MAINTENANCE, VOLUNTARILY IMPROVING NEARLY 1.2 MILLION RECORDS IN WORLDCAT.INCREASING VISIBILITYOCLC CONTINUED TO IMPROVE THE USER EXPERIENCE OF LIBRARY SEARCH WITH ADVANCEMENTS TO WORLDCAT DISCOVERY.OCLC HAS AGREEMENTS IN PLACE WITH MORE THAN 200 CONTENT PARTNERS WHO REPRESENT NEARLY 6,000 PUBLISHERS TO ENSURE DISCOVERY OF LIBRARIES' MOST CRITICAL RESOURCES. IN FY2015, VALUABLE E-CONTENT WAS ADDED TO WORLDCAT THROUGH 24 NEW AGREEMENTS WITH PUBLISHER PARTNERS AND PROVIDERS SUCH AS LEXISNEXIS AND ELSEVIER.RESEARCHOCLC RESEARCH ADVANCED WORLDCAT IN FY2015 BY STUDYING THE CREATION AND CURATION OF INSTITUTIONAL RESEARCH ASSETS AND OUTPUTS, INCLUDING DIGITIZED SPECIAL COLLECTIONS, RESEARCH DATA AND RESEARCHER PROFILES. TWO NEW REPORTS ENCOURAGED THE DEVELOPMENT OF NEW WAYS FOR LIBRARIES TO BUILD AND PROVIDE NEW TYPES OF COLLECTIONS AND DISTINCTIVE SERVICES: MAKING ARCHIVAL AND SPECIAL COLLECTIONS MORE ACCESSIBLE FOCUSES ON WAYS THAT LIBRARIES CAN CREATE AND DELIVER NEW VALUE BY IMPROVING HOW THESE MATERIALS ARE DESCRIBED, DISCLOSED, DISCOVERED AND DELIVERED. STEWARDSHIP OF THE EVOLVING SCHOLARLY RECORD: FROM THE INVISIBLE HAND TO CONSCIOUS COORDINATION DESCRIBES THE KEY FEATURES OF FUTURE STEWARDSHIP MODELS ADAPTED TO THE CHARACTERISTICS OF A DIGITAL, NETWORKED SCHOLARLY RECORD, AND DISCUSSES SOME PRACTICAL IMPLEMENTATION IMPLICATIONS.LINKED DATAIN FY2015, OCLC CONTINUED PIONEERING WORK WITH LINKED DATA TO MAKE IT EASIER FOR INFORMATION SEARCHERS TO FIND LIBRARY RESOURCES ON THE WEB.OCLC IS WORKING WITH LIBRARIES TO UNDERSTAND THEIR WORKFLOW REQUIREMENTS AS THEY BEGIN TO WORK WITH LINKED DATA. OCLC IS ALSO WORKING WITH THE LIBRARY OF CONGRESS AND THE BIBFRAME COMMUNITY TO EVALUATE PILOT DATA AND FINALIZE THE BIBFRAME STANDARD. IN ADDITION, OCLC IS WORKING WITH SCHEMA.ORG TO IMPROVE STANDARDS FOR PUBLISHING ENTITY DATA ON THE WEB.TWO DOCUMENTS IN FY2015 DETAIL OCLC'S WORK IN PUBLISHING LINKED DATA DERIVED FROM TRADITIONAL LIBRARY METADATA. LIBRARY LINKED DATA IN THE CLOUD: OCLC'S EXPERIMENTS WITH NEW MODELS OF RESOURCE DESCRIPTION DESCRIBES OCLC'S CONTRIBUTIONS TO THE TRANSFORMATION OF THE INTERNET FROM A WEB OF DOCUMENTS TO A WEB OF DATA. COMMON GROUND: EXPLORING COMPATIBILITIES BETWEEN THE LINKED DATA MODELS OF THE LIBRARY OF CONGRESS AND OCLC COMPARES AND CONTRASTS THE COMPATIBLE LINKED DATA INITIATIVES AT BOTH INSTITUTIONS.WORLDSHARELIBRARIES' MOVE TO THE CLOUD WITH THE WORLDSHARE PLATFORM AND WORLDSHARE MANAGEMENT SERVICES (WMS) CONTINUES-AND HAS ACCELERATED. AT THE END OF 2015, OCLC HAD 380 LIBRARIES LIVE, SPANNING FIVE CONTINENTS-AFRICA, ASIA, AUSTRALIA, EUROPE AND NORTH AMERICA.NEW ANALYTICS TOOLS ROLLED OUT THIS YEAR-BASED ON COMMUNITY INPUT-PROVIDE A RANGE OF NEW FUNCTIONALITY TO HELP LIBRARIANS BETTER UNDERSTAND LOCAL ACTIVITY AND MAKE DATA-DRIVEN DECISIONS ABOUT COLLECTIONS, WORKFLOWS AND OTHER KEY ASPECTS OF LIBRARY OPERATIONS. THE RESULT IS EVERYONE SPENDS LESS TIME SEARCHING FOR ANSWERS AND MANAGING PROCESSES AND MORE TIME ENGAGING WITH USERS.PRINT MANAGEMENTAS LIBRARY COLLECTIONS CONTINUE TO MOVE FROM PRINT TO DIGITAL, SPACES ONCE USED TO HOUSE BOOKS ARE NOW DEDICATED TO COLLABORATION AND RESEARCH. BUT DECIDING HOW TO SHIFT THESE COLLECTIONS IS A DIFFICULT TASK. WORLDCAT PROVIDES KEY DATA TO HELP LIBRARY GROUPS AND CONSORTIA MAKE DATA-DRIVEN DECISIONS ABOUT WHICH TITLES TO KEEP LOCALLY, WHICH TO DISCARD AND WHICH ARE THE BEST CANDIDATES FOR SHARED COLLECTIONS.IN FY2015, OCLC ACQUIRED SUSTAINABLE COLLECTION SERVICES (SCS) TO HELP MEMBERS WORK TOGETHER TO ACCOMPLISH THEIR SHARED PRINT OBJECTIVES.VIVA, THE VIRTUAL LIBRARY OF VIRGINIA, WORKED WITH SCS TO BETTER UNDERSTAND THE COMBINED PRINT COLLECTIONS OF ITS MEMBER INSTITUTIONS BY EXAMINING THE HOLDINGS OF 12 REPRESENTATIVE MEMBER LIBRARIES. USING THE DATA TO IDENTIFY PATTERNS OF LOCAL STRENGTHS, WIDELY HELD PUBLISHERS, USAGE AND OVERLAP IN PRINT COLLECTIONS, VIVA NOT ONLY DETERMINED SHARED PRINT AND DESELECTION CANDIDATES BUT IS BUILDING A COHERENT, ORDERED PLAN FOR PROACTIVELY DEVELOPING ELECTRONIC COLLECTIONS. THIS MEANT THAT ALL OF ITS MEMBER LIBRARIES CAN TAKE ADVANTAGE OF DEEP, SUBJECT-SPECIFIC COLLECTIONS IN THE GROUP, IDENTIFY KEY E-RESOURCE PACKAGES AND CREATE A STRATEGY FOR FUTURE COLLABORATIVE COLLECTION DEVELOPMENT BASED ON DATA.FOR SEVERAL 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. OCLC AND SCS HAVE WORKED AS STRATEGIC PARTNERS TO HELP LIBRARIES MANAGE PRINT MATERIALS SINCE 2011. THIS ACQUISITION WILL SUBSTANTIALLY ACCELERATE SHARED PRINT EFFORTS ACROSS THE GLOBAL LIBRARY COOPERATIVE.FINANCIALREVENUES FROM LIBRARY SERVICES DECREASED FROM FY2014, MAINLY DUE TO THE CHANGE IN ACCOUNTING FOR USER CREDITS, WHICH ARE NOW REFLECTED IN LOWER SUBSCRIPTION PRICING FOR PARTICIPATING LIBRARIES WITH A CORRESPONDING REDUCTION IN OPERATING EXPENSE. THIS DECREASE ALSO REFLECTS UNFAVORABLE EXCHANGE RATES, PRIMARILY THE EURO TO U.S. DOLLAR.	Desc
Total Program Service Expenses	$196,472,728	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	192	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1030	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	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
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 (47 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
LARRY P ALFORD
TRUSTEE (TERM'D NOV 2014)	5.00	Yes (X)	$35,000	$0	$0
EDWARD W BARRY
TRUSTEE (TERM'D NOV 2014)	5.00	Yes (X)	$26,996	$0	$0
BRADY J DEATON
TRUSTEE (START NOV 2014)	5.00	Yes (X)	$3,833	$0	$0
BERNDT DUGALL
TRUSTEE	5.00	Yes (X)	$29,163	$0	$0
ANTHONY FERGUSON
TRUSTEE (TERM'D NOV 2014)	5.00	Yes (X)	$26,996	$0	$0
BERNADETTE G GRAY-LITTLE
TRUSTEE (TERM'D NOV 2014)	5.00	Yes (X)	$29,000	$0	$0
CYNTHIA A HILSHEIMER
TRUSTEE	8.00	Yes (X)	$34,500	$0	$0
KATHLEEN IMHOFF
TRUSTEE (TERM'D NOV 2014)	5.00	Yes (X)	$34,500	$0	$0
KATHLEEN KEANE
TRUSTEE (START NOV 2014)	5.00	Yes (X)	$3,833	$0	$0
BARBARA LISON
TRUSTEE	8.00	Yes (X)	$29,996	$0	$0
JAMES G NEAL
TRUSTEE	5.00	Yes (X)	$31,000	$0	$0
LORETTA O'BRIEN-PARHAM
TRUSTEE	8.00	Yes (X)	$31,996	$0	$0
JOHN PATRICK
TRUSTEE	8.00	Yes (X)	$34,000	$0	$0
DAVID ROSELLE
VICE CHAIR	10.00	Yes (X)	$28,996	$0	$0
BRIAN SCHOTTLAENDER
TRUSTEE	5.00	Yes (X)	$31,500	$0	$0
JOHN F SZABO
TRUSTEE (START NOV 2014)	5.00	Yes (X)	$4,833	$0	$0
ELLEN TISE
TRUSTEE (START NOV 2014)	5.00	Yes (X)	$0	$0	$0
SANDRA YEE
CHAIR	15.00	Yes (X)	$61,750	$0	$0
JENNIFER A YOUNGER
TRUSTEE	8.00	Yes (X)	$23,996	$0	$0
DAVID A PRICHARD
PRESIDENT & CEO	40.00		$1,067,250	$0	$67,368	Yes (X)
RICK J SCHWIETERMAN
EXECUTIVE VP, CFO, TREASURER	40.00		$639,633	$0	$99,043	Yes (X)
JULIE PRESAS
GENERAL COUNSEL, VP OF LEGAL SERVICES, SECRETARY	40.00		$259,484	$0	$62,917	Yes (X)
ANDREW BORDAS START JUN 2014
VP MANAGEMENT AND CUSTOMER RELATIONS	40.00		$217,594	$0	$38,166	Yes (X)
BRUCE CROCCO
VP LIBRARY SERVICES FOR THE AMERICAS	40.00		$152,694	$0	$8,545	Yes (X)
LORCAN DEMPSEY
VP OCLC RESEARCH & CHIEF STRATEGIST	40.00		$271,160	$0	$33,139	Yes (X)
JEFF JACOBS START MAY 2014
CHIEF INFORMATION OFFICER	40.00		$357,656	$0	$90,568	Yes (X)
WILLIAM NILGES
VP BUSINESS DEVELOPMENT	40.00		$176,053	$0	$10,146	Yes (X)
MARY SAUER-GAMES
VP PRODUCT MANAGEMENT-START OCT 2014)	40.00		$79,327	$0	$3,143	Yes (X)
TAMMI SPAYDE
VP CORPORATE HUMAN RESOURCES	40.00		$293,057	$0	$44,373	Yes (X)
CATHERINE DE ROSA TERM'D DEC 2014
VP GLOBAL MARKETING	40.00		$338,134	$0	$53,903	Yes (X)
JIM MICHALKO
VP RLG PROGRAMS	40.00		$258,244	$0	$76,564	Yes (X)
GEORGE NEEDHAM TERM'D MAR 2015
VP GLOBAL COUNCILS	40.00		$218,796	$0	$44,325	Yes (X)
GENE OLIVER TERM'D FEB 2015
VP INFORMATION TECHNOLOGY	40.00		$229,272	$0	$48,191	Yes (X)
MIKE TEETS
VP ENTERPRISE ARCHITECTURE	40.00		$261,311	$0	$35,842	Yes (X)
ANDREW WANG
VP OCLC ASIA PACIFIC	40.00		$271,506	$0	$50,676	Yes (X)
ERIC VAN LUBEEK
VP MANAGING DIRECTOR EMEA & APAC	40.00		$367,652	$0	$49,878		Yes (X)
INDY SINGH
GENERAL MANAGER OCLC EMEA UK	40.00		$197,181	$0	$7,829		Yes (X)
CARL BUSH
EXECUTIVE DIRECTOR US LIBRARY SERVICES	40.00		$216,030	$0	$37,078			Yes (X)
THOMAS HICKEY
CHIEF SCIENTIST	40.00		$200,389	$0	$67,113			Yes (X)
BONNIE HOHLBEIN
CONTROLLER	40.00		$198,921	$0	$23,527			Yes (X)
DENELISE L'ECLUSE
DIRECTOR OF SALES - OCLC EMEA	40.00		$199,239	$0	$17,705			Yes (X)
PAUL HARVEY
DIRECTOR OF TECHNOLOGY	40.00		$339,290	$0	$0			Yes (X)
JAMES HOUFEK
FORMER OFFICER (TERM'D FEB 2014)	0.00		$252,979	$0	$32,955				Yes (X)
ROBERT L JORDAN
FORMER OFFICER (TERM'D JUN 2013)	0.00		$303,689	$0	$0				Yes (X)
ROBIN MURRAY
FORMER OFFICER (TERM'D MAY 2014)	0.00		$489,816	$0	$5,250				Yes (X)
GREG ZICK
FORMER OFFICER (TERM'D JUN 2014)	0.00		$197,783	$0	$40,069				Yes (X)
NORBERT WEINBERGER
FORMER KEY EMPLOYEE-TERM'D JUN 2014	0.00		$143,209	$0	$4,777				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,699,237	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,053,090	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	287	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
LINCOLN CONSTRUCTION INC
4790 SHUSTER ROAD	COLUMBUS	OH	43214	CONSTRUCTION SERVICES	$4,215,079
INFORMATION CONTROL CO LLC
2500 CORPORATE EXCHANGE DRIVE	COLUMBUS	OH	43231	TEMPORARY DEVELOPER SERVICES	$1,339,888
THOUGHTWORKS INC
200 E RANDOLPH STREET 25TH FLOOR	CHICAGO	IL	60601	IT CONSULTING/DEVELOPER SERVICES	$654,994
CINCINNATI BELL TECHNOLOGY SOLUTIONS INC
1507 SOLUTIONS CENTER	CHICAGO	IL	60677	IT CONSULTING/DEVELOPER SERVICES	$487,679
TURNER CONSTRUCTION COMPANY
262 HANOVER STREET	COLUMBUS	OH	43215	CONSTRUCTION SERVICES	$476,427

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	35	CntrctRcvdGreaterThan100KCnt
Government Grants	$532,706	GovernmentGrantsAmt
All Other Contributions	$918,403	AllOtherContributionsAmt
Total Contributions	$1,451,109	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
METADATA	519100	$83,212,767	$83,212,767
RESOURCE SHARE SVCS	519100	$48,108,817	$48,108,817
MANAGEMENT SYSTEMS	519100	$34,677,715	$34,677,715
END USER SERVICES	519100	$23,823,400	$23,823,400

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,230,996	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,230,996	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$194,053,695	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,673,926	TotalRevenueColumnAmt
Exclusion	$9,673,926	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,925,516	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,663,382	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$262,134	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$262,134	TotalRevenueColumnAmt
Exclusion	$262,134	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$24,516,491	SecuritiesAmt
Other	$11,136	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$13,332,647	SecuritiesAmt
Other	$117,108	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$11,183,844	SecuritiesAmt
Other	-$105,972	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,077,872	TotalRevenueColumnAmt
Exclusion	$11,077,872	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
WEB LINKING COMMISSION	519100	$67,036	$67,036
MISC. REVENUE-UNRELATE	900099	-$5,752	-$5,752

Field	Value	IRS element (for citing)
Other Revenue Total	$61,284	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$216,580,020	TotalRevenueColumnAmt
Related Or Exempt Func Income	$194,053,695	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$61,284	UnrelatedBusinessRevenueAmt
Exclusion	$21,013,932	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$93,629	TotalAmt
Program Services	$93,629	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$61,467	TotalAmt
Program Services	$61,467	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,286,657	TotalAmt
Program Services	$3,702,474	ProgramServicesAmt
Management And General	$3,584,183	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$810,249	TotalAmt
Program Services	$451,248	ProgramServicesAmt
Management And General	$359,001	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$95,784,117	TotalAmt
Program Services	$88,089,627	ProgramServicesAmt
Management And General	$7,694,490	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,769,202	TotalAmt
Program Services	$6,471,157	ProgramServicesAmt
Management And General	$298,045	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,482,808	TotalAmt
Program Services	$8,063,302	ProgramServicesAmt
Management And General	$1,419,506	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,505,880	TotalAmt
Program Services	$6,090,008	ProgramServicesAmt
Management And General	$415,872	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$675,731	TotalAmt
Management And General	$675,731	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$667,640	TotalAmt
Management And General	$667,640	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$307,296	TotalAmt
Management And General	$307,296	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,385,925	TotalAmt
Program Services	$6,012,285	ProgramServicesAmt
Management And General	$373,640	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$574,377	TotalAmt
Program Services	$574,377	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,359,749	TotalAmt
Program Services	$3,286,820	ProgramServicesAmt
Management And General	$72,929	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,480,260	TotalAmt
Program Services	$7,404,852	ProgramServicesAmt
Management And General	$75,408	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$4,865,364	TotalAmt
Program Services	$4,865,364	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$6,542,930	TotalAmt
Program Services	$6,533,563	ProgramServicesAmt
Management And General	$9,367	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,444,631	TotalAmt
Program Services	$4,783,699	ProgramServicesAmt
Management And General	$660,932	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,026,451	TotalAmt
Program Services	$1,016,042	ProgramServicesAmt
Management And General	$10,409	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$932,713	TotalAmt
Program Services	$932,713	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$25,496,870	TotalAmt
Program Services	$25,496,870	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$612,938	TotalAmt
Program Services	$564,224	ProgramServicesAmt
Management And General	$48,714	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
IFM LENDING CREDIT	$12,083,477	$12,083,477
PROGRAM INCENTIVES	$1,165,387	$1,165,387
UNREL BUS INC TAX	$12,764		$12,764

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,303,116	TotalAmt
Program Services	$8,730,143	ProgramServicesAmt
Management And General	$572,973	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$213,731,628	TotalAmt
Program Services	$196,472,728	ProgramServicesAmt
Management And General	$17,258,900	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,808	BOYAmt
EOY	$2,821	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$12,079,895	BOYAmt
EOY	$10,243,940	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$315,718	BOYAmt
EOY	$83,873	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$30,176,542	BOYAmt
EOY	$29,788,235	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	$332,281	BOYAmt
EOY	$53,945	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,900,999	BOYAmt
EOY	$7,141,767	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$146,279,937	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$88,509,407	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$49,312,134	BOYAmt
EOY	$57,770,530	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$187,247,590	BOYAmt
EOY	$184,190,848	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$52,082,919	BOYAmt
EOY	$54,351,696	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$72,399,740	BOYAmt
EOY	$76,368,404	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$15,006,991	BOYAmt
EOY	$14,166,997	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$425,908,617	BOYAmt
EOY	$434,213,056	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$40,749,931	BOYAmt
EOY	$50,024,772	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$36,796,704	BOYAmt
EOY	$35,941,226	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$40,890,457	BOYAmt
EOY	$58,693,050	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$40,559,665	BOYAmt
EOY	$39,782,287	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$158,996,757	BOYAmt
EOY	$184,441,335	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	$266,911,860	BOYAmt
EOY	$249,771,721	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$266,911,860	BOYAmt
EOY	$249,771,721	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$425,908,617	BOYAmt
EOY	$434,213,056	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,848,392	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$16,376,600	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$3,611,931	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	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

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	$2,538,297	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,695,065	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,771,624	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,041,508	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,451,109	CurrentTaxYearAmt
Total	$10,497,603	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$172,428,836	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$166,932,640	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$201,680,684	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$205,490,516	CurrentTaxYearMinus1YearAmt
Current Tax Year	$194,123,273	CurrentTaxYearAmt
Total	$940,655,949	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$174,967,133	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$168,627,705	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$204,452,308	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$207,532,024	CurrentTaxYearMinus1YearAmt
Current Tax Year	$195,574,382	CurrentTaxYearAmt
Total	$951,153,552	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,680,595	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$920,565	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,623,808	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$983,327	CurrentTaxYearMinus1YearAmt
Current Tax Year	$728,406	CurrentTaxYearAmt
Total	$5,936,701	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,125,208	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,111,746	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,678,595	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,975,146	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,709,926	CurrentTaxYearAmt
Total	$20,600,621	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,805,803	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,032,311	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,302,403	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,958,473	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,438,332	CurrentTaxYearAmt
Total	$26,537,322	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$924,616,230	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,299,466	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,748,260	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,116,543	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,936,941	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,529,864	CurrentTaxYearAmt
Total	$57,631,074	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$62,442	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,170	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,137	CurrentTaxYearMinus1YearAmt
Current Tax Year	$39,104	CurrentTaxYearAmt
Total	$206,853	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,299,466	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,810,702	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,153,713	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,005,078	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,568,968	CurrentTaxYearAmt
Total	$57,837,927	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$183,266,599	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$181,438,407	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$212,606,021	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$224,537,102	CurrentTaxYearMinus1YearAmt
Current Tax Year	$207,143,350	CurrentTaxYearAmt
Total	$1,008,991,479	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.91640	PublicSupportCY509Pct
Public Support PY509	0.91510	PublicSupportPY509Pct
Investment Income CY	0.05730	InvestmentIncomeCYPct
Investment Income PY	0.05340	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	$71,675,197	OtherCostOrOtherBasisAmt
Depreciation	$45,461,242	DepreciationAmt
Book Value	$26,213,955	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,610,656	OtherCostOrOtherBasisAmt
Depreciation	$1,332,859	DepreciationAmt
Book Value	$2,277,797	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$61,228,963	OtherCostOrOtherBasisAmt
Depreciation	$41,715,306	DepreciationAmt
Book Value	$19,513,657	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$57,770,530	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC FIXED INCOME	$18,208,818	F
EMERGING MARKET FIXED INCOME	$18,049,317	F
GLOBAL EQUITY INCOME	$18,093,561	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$54,351,696	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DEFERRED RETIREMENT	$65,619
POST RETIREMENT BENEFITS	$10,273,497
MEMBERS SUBSCRIPTION BALANCES	$20,570,946
OTHER LIABILITIES	$8,872,225

Field	Value	IRS element (for citing)
Total Liability	$39,782,287	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: OCLC EVALUATED ITS TAX POSITIONS AT JUNE 30, 2015 AND 2014, IN ACCORDANCE WITH ASC 740-10. BASED ON THIS EVALUATION, OCLC DETERMINED THAT THERE WAS NO MATERIAL IMPACT TO THE CORPORATION'S CONSOLIDATED FINANCIAL STATEMENTS AS A RESULT OF THE ADOPTION OF ASC 740-10.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	2	26	PROGRAM SERVICES	CHINA AND AUSTRALIA PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES.	$3,142,000
NORTH AMERICA (OUTSIDE USA)	2	8	PROGRAM SERVICES	QUEBEC AND MEXICO. SALES SOLICITATION AND INFORMATION ABOUT OCLC PRODUCTS AND SERVICES.	$1,298,000
NORTH AMERICA (OUTSIDE USA)	1	33	PROGRAM SERVICES	MANITOBA. TECHNICAL SERVICES FOR OCLC CUSTOMERS.	$1,871,000
EUROPE	7	307	PROGRAM SERVICES	4 DISREGARDED SUBS PROVIDING LIBRARY SERVICES AND SUPPORT TO LIBRARIES IN EUROPE.	$40,420,000
EUROPE	0	0	BOARD AND EMEA REGIONAL COUNCIL MEETING IN FLORENCE, ITALY		$143,000
EAST ASIA AND THE PACIFIC	0	0	ATTENDANCE OF ONE TRUSTEE AT ASIA PACIFIC REGIONAL COUNCIL MEETING IN SOUTH KOREA.		$12,200
EAST ASIA AND THE PACIFIC	0	0	GOVERNANCE - REGIONAL COUNCIL MEETING		$84,000
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	0	INVESTMENTS		$18,660,454

Field	Value	IRS element (for citing)
Subtotal Offices	12	SubtotalOfficesCnt
Subtotal Employees	374	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	12	TotalOfficeCnt
Total Employee	374	TotalEmployeeCnt
Subtotal Spent	$65,630,654	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$65,630,654	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	NORTH AMERICA - CANADA AND MEXICO, BUT	RegionTxt
Purpose Of Grant	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT	PurposeOfGrantTxt
Cash Grant	$14,306	CashGrantAmt
Manner Of Cash Disbursement	CHECK	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

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	$9,313	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	2	$800	CASH STIPEND OF $100 PER WEEK	$18,390	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	1	$400	CASH STIPEND OF $100 PER WEEK	$9,264	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	1	$400	CASH STIPEND OF $100 PER WEEK	$8,194	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	Yes (1)	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 PROVIDED A LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT TO A LIBRARY OUTSIDE THE UNITED STATES. THE GRANTEE IS 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 (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
AMERICAN LIBRARY ASSOCIATION
50 EAST HURON STREET	CHICAGO	IL	60611	362166947	501(C)(3)	$12,700	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
COUNCIL ON LIBRARY AND INFORMATION SERVICES
1707 L STREET SUITE 600	WASHINGTON	DC	20036	521576808	501(C)(3)	$7,500	OPERATING SUPPORT
UNIVERSITY OF SOUTHERN MISSISSIPPI
118 COLLEGE DRIVE	HATTIESBURG	MS	39406	646000818	501(C)(3)	$13,650	LIBRARY AND INFO SCIENCE RESEARCH GRANT
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVENEU	SEATTLE	WA	98105	916001537	501(C)(3)	$14,999	LIBRARY AND INFO SCIENCE RESEARCH GRANT

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt

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 REPOND WITH A COVER PAGE AND PROPOSAL, A DETAILED BUDGET, AND SUPPORTING MATERIALS SUCH AS A CURRICULA VITAE, STAFFING, AND LETTERS OF SUPPORT. PROPSALS 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	0	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 (27 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
DAVID A PRICHARD
PRESIDENT & CEO	$593,909	$0	$469,810	$0	$3,531	$0	$63,197	$0	$4,170	$0	$1,134,617	$0	$0	$0
RICK J SCHWIETERMAN
EXECUTIVE VP, CFO, TREASURER	$377,847	$0	$249,324	$0	$12,462	$0	$93,491	$0	$5,551	$0	$738,675	$0	$0	$0
JULIE PRESAS
GENERAL COUNSEL, VP OF LEGAL SERVICE	$177,715	$0	$80,556	$0	$1,213	$0	$55,876	$0	$7,042	$0	$322,402	$0	$0	$0
ANDREW BORDAS START JUN 2014
VP MANAGEMENT AND CUSTOMER RELATIONS	$173,013	$0	$32,913	$0	$11,668	$0	$36,793	$0	$1,373	$0	$255,760	$0	$0	$0
BRUCE CROCCO
VP LIBRARY SERVICES FOR THE AMERICAS	$98,612	$0	$10,000	$0	$44,082	$0	$6,350	$0	$2,194	$0	$161,238	$0	$0	$0
LORCAN DEMPSEY
VP OCLC RESEARCH & CHIEF STRATEGIST	$165,422	$0	$101,824	$0	$3,914	$0	$28,875	$0	$4,263	$0	$304,298	$0	$0	$0
JEFF JACOBS START MAY 2014
CHIEF INFORMATION OFFICER	$236,328	$0	$106,976	$0	$14,352	$0	$86,575	$0	$3,994	$0	$448,225	$0	$0	$0
WILLIAM NILGES
VP BUSINESS DEVELOPMENT	$155,303	$0	$18,000	$0	$2,750	$0	$10,125	$0	$21	$0	$186,199	$0	$0	$0
TAMMI SPAYDE
VP CORPORATE HUMAN RESOURCES	$208,134	$0	$82,538	$0	$2,385	$0	$39,072	$0	$5,301	$0	$337,430	$0	$0	$0
CATHERINE DE ROSA TERM'D DEC 2014
VP GLOBAL MARKETING	$219,451	$0	$110,345	$0	$8,338	$0	$49,270	$0	$4,632	$0	$392,036	$0	$0	$0
JIM MICHALKO
VP RLG PROGRAMS	$206,788	$0	$46,030	$0	$5,426	$0	$70,720	$0	$5,844	$0	$334,808	$0	$0	$0
GEORGE NEEDHAM TERM'D MAR 2015
VP GLOBAL COUNCILS	$157,944	$0	$53,860	$0	$6,992	$0	$38,447	$0	$5,878	$0	$263,121	$0	$0	$0
GENE OLIVER TERM'D FEB 2015
VP INFORMATION TECHNOLOGY	$175,790	$0	$51,120	$0	$2,362	$0	$40,746	$0	$7,445	$0	$277,463	$0	$0	$0
MIKE TEETS
VP ENTERPRISE ARCHITECTURE	$178,774	$0	$81,439	$0	$1,098	$0	$31,656	$0	$4,186	$0	$297,153	$0	$0	$0
ANDREW WANG
VP OCLC ASIA PACIFIC	$179,835	$0	$82,187	$0	$9,484	$0	$44,183	$0	$6,493	$0	$322,182	$0	$0	$0
ERIC VAN LUBEEK
VP MANAGING DIRECTOR EMEA & APAC	$250,848	$0	$92,648	$0	$24,156	$0	$49,878	$0	$0	$0	$417,530	$0	$0	$0
INDY SINGH
GENERAL MANAGER OCLC EMEA UK	$156,582	$0	$28,127	$0	$12,472	$0	$7,829	$0	$0	$0	$205,010	$0	$0	$0
CARL BUSH
EXECUTIVE DIRECTOR US LIBRARY SERVIC	$135,068	$0	$76,045	$0	$4,917	$0	$31,598	$0	$5,480	$0	$253,108	$0	$0	$0
THOMAS HICKEY
CHIEF SCIENTIST	$146,052	$0	$37,588	$0	$16,749	$0	$60,343	$0	$6,770	$0	$267,502	$0	$0	$0
BONNIE HOHLBEIN
CONTROLLER	$160,985	$0	$35,386	$0	$2,550	$0	$21,573	$0	$1,953	$0	$222,447	$0	$0	$0
DENELISE L'ECLUSE
DIRECTOR OF SALES - OCLC EMEA	$152,177	$0	$28,805	$0	$18,257	$0	$17,705	$0	$0	$0	$216,944	$0	$0	$0
PAUL HARVEY
DIRECTOR OF TECHNOLOGY	$165,689	$0	$29,027	$0	$144,574	$0	$0	$0	$0	$0	$339,290	$0	$0	$0
JAMES HOUFEK
FORMER OFFICER (TERM'D FEB 2014)	$38,541	$0	$56,459	$0	$157,979	$0	$32,635	$0	$319	$0	$285,933	$0	$132,902	$0
ROBERT L JORDAN
FORMER OFFICER (TERM'D JUN 2013)	$0	$0	$227,800	$0	$75,889	$0	$0	$0	$0	$0	$303,689	$0	$11,738	$0
ROBIN MURRAY
FORMER OFFICER (TERM'D MAY 2014)	$145,250	$0	$84,143	$0	$260,423	$0	$4,250	$0	$0	$0	$494,066	$0	$0	$0
GREG ZICK
FORMER OFFICER (TERM'D JUN 2014)	$107,866	$0	$75,519	$0	$14,398	$0	$37,145	$0	$2,924	$0	$237,852	$0	$0	$0
NORBERT WEINBERGER
FORMER KEY EMPLOYEE-TERM'D JUN 2014	$110,470	$0	$27,866	$0	$4,873	$0	$4,777	$0	$0	$0	$147,986	$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 A. PRICHARD, PRESIDENT & CEO, IS ALLOWED TO USE FIRST-CLASS AIRLINE TRAVEL FOR BUSINESS PURPOSES FOR FLIGHTS OVER 2.5 HOURS WITHIN THE UNITED STATES. HE DID NOT UTILIZE FIRST-CLASS AIRFARE DURING CALENDAR 2014. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. SPOT BONUSES AND MOVING EXPENSE PAYMENTS ARE GROSSED UP. PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE: CARL A. BUSH, DIRECTOR OF US LIBRARY SERVICES, TRAVELS EXTENSIVELY ON BEHALF OF OCLC AND USES HIS PERSONAL RESIDENCE OUTSIDE OF OHIO AS HIS HOME BASE. HE RECEIVES AN ANNUAL ALLOWANCE FOR BUSINESS USE OF HIS PERSONAL RESIDENCE. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES. DAVID A. PRICHARD, PRESIDENT & CEO, AND RICK J. SCHWIETERMAN, TREASURER & CFO, BELONGED TO A HEALTH AND SOCIAL CLUB FOR WHICH DUES WERE PAID BY OCLC UNTIL NOVEMBER 2014.
PART I, LINE 4B	FORMER PRESIDENT & CEO, ROBERT L JORDAN, RECEIVED A PAYOUT FROM A 457B PLAN WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN F. 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. RICK J SCHWIETERMAN 1,655 BRUCE CROCCO 1,330 LORCAN DEMPSEY 2,045 CATHERINE DE ROSA 1,084 WILLIAM NILGES 895 GENE OLIVER 1,341 MICHAEL TEETS 782 ANDREW WANG 1,995 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. THE PLANS ARE THE SALES INCENTIVE PLAN (SIP), THE MANAGEMENT INCENTIVE PLAN (MIP) AND THE LONG-TERM INCENTIVE PLAN (LTIP). OFFICERS ARE PARTICIPANTS IN BOTH THE MIP AND THE LTIP. ALL PERFORMANCE AWARDS FOR THE CEO AND ALL OTHER OFFICERS ARE APPROVED BY THE OCLC BOARD OF TRUSTEES. ALL INCENTIVE PLANS ARE REGULARLY REVIEWED BY OUTSIDE COMPENSATION CONSULTANTS, THE LAST SUCH OCCURRING IN FEBRUARY 2014. THE SIP IS FOR EMPLOYEES RESPONSIBLE FOR THE LIBRARY SALES PROGRAM AND IS BASED ON ACHIEVING SPECIFIC PRODUCT-LINE SALES TARGETS. THE MIP IS A PERFORMANCE-BASED COMPENSATION PROGRAM FOR MANAGEMENT PERSONNEL AT SPECIFIC LEVELS AND IS BASED ON A WEIGHTED AVERAGE OF CORPORATE PERFORMANCE OBJECTIVES. PARTICIPANTS ALL SHARE THE SAME ENTERPRISE FINANCIAL GOALS. REGIONAL OR SEGMENT GOALS INCLUDE REGIONAL PERFORMANCE, SERVICE LINE PERFORMANCE AND WORKFORCE DIVERSITY. PAYOUTS FOR NON-OFFICERS ARE REVIEWED AND APPROVED BY THE CEO. THE LTIP IS A PERFORMANCE-BASED COMPENSATION PROGRAM FOR OFFICERS. THE OCLC BOARD OF TRUSTEES ESTABLISHES THE PLAN'S FINANCIAL AND MEMBER ENGAGEMENT PERFORMANCE MEASURES. GOALS IN THE LTIP PLAN ARE GENERALLY ESTABLISHED THREE YEARS BEFORE THE PERFORMANCE MEASUREMENT DATE. PLAN ACHIEVEMENT IS BASED ON THE AUDITED ENTERPRISE RESULTS FOR OCLC AND ITS OWNED SUBSIDIARIES.
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 QUARTERLY 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, ONLY ONE OF THE PARTICIPANTS WHO ARE REPORTED IN THIS INFORMATION RETURN EXERCISED RIGHTS GRANTED UNDER THE PLAN. OTHER THAN THE PAYMENT MADE PURSUANT TO THE EXERCISE OF THIS RIGHT AND 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 L JORDAN FORMER PRESIDENT & CEO RICK J SCHWIETERMAN EXECUTIVE VP AND CFO JAMES T HOUFEK FORMER VP & GENERAL COUNSEL LORCAN DEMPSEY VP, RESEARCH & STRATEGIST CATHERINE DE ROSA VP, GLOBAL MARKETING GEORGE NEEDHAM VP, GLOBAL COUNCILS

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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	$16,004,254	$30,000,000	$161,760	$12,314,796	$17,523,444	2009	Yes (1)	Yes (1)	Yes (1)
B	$6,582,764	$24,000,000	$68,500	$23,931,500		2013	0	Yes (1)	Yes (1)
C	$2,719,934	$30,000,000		$30,000,000		2014	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	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	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 (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
CLAIRE L ZICK
DAUGHTER OF OFFICER	$158,111	EMPLOYMENT FAMILY MEMBER OF AN OCLC OFFICER	0
SONYA OLIVER
SPOUSE OF OFFICER	$99,864	EMPLOYMENT FAMILY MEMBER OF AN OCLC OFFICER	0

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	THE OCLC GLOBAL COUNCIL RATIFIES CHANGES TO THE ARTICLES OF INCORPORATION OR THE CODE OF REGULATIONS IN ORDER 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 DELOITTE TAX LLP. UPON DELOITTE'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 -2,102,293. UNREALIZED GAIN POST RETIREMENT PLAN -1,011,923. INCOME ON INVESTMENT IN SUBSIDIARIES 1,035,190. SUBPART F INCOME INCLUDED IN PART VIII, LINE 3 -1,532,905.
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 2300 AW	LEIDEN	NL	981065403	HOLDING COMPANY	NL	$2,984,951	$14,561,777	OCLC ONLINE COMPUTER LIBRARY CENTER INC
OCLC BV
SCHIPHOLWEG 99 2300 AW	LEIDEN	NL	981065524	INFORMATION SERVICES	NL	$15,546,488	$11,355,666	OCLC EMEA BV
OCLC GMBH
GRUNWALDER WEG 28G	82041 OBERHACHING	GM	981063976	INFORMATION SERVICES	GM	$16,937,234	$5,913,109	OCLC EMEA BV
OCLC (UK) LIMITED
8 ST MARYS GATE	SHEFFIELD S1 4LW	UK	981067510	INFORMATION SERVICES	UK	$7,365,581	$4,230,988	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	$174,980	1.00000	Yes (1)
OCLC AG
					INFORMATION SERVICES		OCLC GMBH	C	$293,539	1.00000	Yes (1)	ST JAKOB-STRASSE 96	CH-4052 BASEL	SZ	SZ	$530,979
HUIJSMANS & KUIJPERS AUTOMATISERING BV
					INFORMATION SERVICES		OCLC EMEA BV	C	$8,066,525	1.00000	Yes (1)	GRONINGERWEG 13-C	9765 TA PATERSWOLDE	NL	NL	$5,024,916

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 (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HUIJSMANS & KUIJPERS AUTOMATISERING BV
F	$1,064,162	DIVIDEND DECLARED
OCLC AG
L	$259,961	PER CONTRACT
OCLC AG
M	$84,753	PER CONTRACT