OCLC INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: OCLC INC (EIN 31-0734115)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-05-14
IRS object ID: 201501349349305935
Schema version: 2013v4.0
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	2015-05-14T14:40:34-05:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 SOUTH WACKER DRIVE	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	606064301	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	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	BusinessNameLine1

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	AddressLine1
City	DUBLIN	City
State	OH	State
ZIP Code	43017	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICK J SCHWIETERMAN	PersonNm
Person Title	EXEC VP & CFO	PersonTitleTxt
Phone	6147646000	PhoneNum
Signature	2015-05-14	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	2013	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RICK J SCHWIETERMAN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1
City	DUBLIN	City
State	OH	State
ZIP Code	43017	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$443,230,255	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	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	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	1000	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$102,583	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$83,920	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,771,624	PYContributionsGrantsAmt
CY Contributions Grants	$2,041,508	CYContributionsGrantsAmt
PY Program Service Revenue	$201,123,040	PYProgramServiceRevenueAmt
CY Program Service Revenue	$205,490,516	CYProgramServiceRevenueAmt
PY Investment Income	$13,891,093	PYInvestmentIncomeAmt
CY Investment Income	$43,085,541	CYInvestmentIncomeAmt
PY Other Revenue	$478,134	PYOtherRevenueAmt
CY Other Revenue	$327,692	CYOtherRevenueAmt
PY Total Revenue	$218,263,891	PYTotalRevenueAmt
CY Total Revenue	$250,945,257	CYTotalRevenueAmt
PY Grants And Similar Paid	$187,401	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$250,465	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$116,659,926	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$120,963,202	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$99,152,961	PYOtherExpensesAmt
CY Other Expenses	$95,373,268	CYOtherExpensesAmt
PY Total Expenses	$216,000,288	PYTotalExpensesAmt
CY Total Expenses	$216,586,935	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,263,603	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$34,358,322	CYRevenuesLessExpensesAmt
Total Assets BOY	$391,597,055	TotalAssetsBOYAmt
Total Assets EOY	$425,908,617	TotalAssetsEOYAmt
Total Liabilities BOY	$146,620,492	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$158,996,757	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$244,976,563	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$266,911,860	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	$197,557,489	ExpenseAmt
Grant	$250,465	GrantAmt
Revenue	$205,490,516	RevenueAmt
Desc	OCLC ONLINE COMPUTER LIBRARY CENTER IS A NONPROFIT MEMBERSHIP, COMPUTER LIBRARY SERVICE AND RESEARCH COOPERATIVE DEDICATED TO THE PUBLIC PURPOSES OF FURTHERING ACCESS TO THE WORLD'S INFORMATION AND REDUCING LIBRARY COSTS. IT WAS FOUNDED IN 1967 BY THE OHIO COLLEGE ASSOCIATION AND INITIALLY PROVIDED SERVICES TO 54 OHIO ACADEMIC LIBRARIES. SINCE THEN, OVER 78,000 LIBRARIES IN 170 COUNTRIES HAVE USED OCLC SERVICES TO LOCATE, ACQUIRE, CATALOG, LEND, PRESERVE AND MANAGE LIBRARY MATERIALS. RESEARCHERS, STUDENTS, FACULTY, SCHOLARS, PROFESSIONAL LIBRARIANS AND OTHER INFORMATION SEEKERS USE OCLC SERVICES TO OBTAIN BIBLIOGRAPHIC, ABSTRACT AND FULL-TEXT INFORMATION WHEN AND WHERE THEY NEED IT.OCLC AND ITS MEMBER LIBRARIES COOPERATIVELY PRODUCE AND MAINTAIN THE WORLDCAT BIBLIOGRAPHIC DATABASE. WORLDCAT IS ESSENTIALLY THE MERGED CATALOGS OF PARTICIPATING LIBRARIES AROUND THE WORLD. EACH RECORD IN THIS DATABASE DESCRIBES A SINGLE ITEM OR WORK AND A LIST OF INSTITUTIONS THAT HOLD THE ITEM. SINCE 1971, LIBRARIES HAVE CONTRIBUTED OVER 321 MILLION RECORDS AND MORE THAN 2.13 BILLION LOCATION LISTINGS TO THE DATABASE, WHICH SPANS MORE THAN 6,000 YEARS OF RECORDED KNOWLEDGE AND GROWS STEADILY, A NEW RECORD IS ADDED EVERY SECOND. LIBRARIES USE WORLDCAT FOR CATALOGING, ACQUISITIONS, INTERLIBRARY LOAN AND REFERENCE. THE GENERAL PUBLIC CAN ACCESS WORLDCAT FROM THE INTERNET DIRECTLY, OR THROUGH OCLC PARTNER SITES, AND BE DIRECTED TO INDIVIDUAL LIBRARY CATALOGS FROM THEIR SEARCHES.IN 2013, THE OCLC COOPERATIVE TOOK A MAJOR STEP FORWARD IN PROVIDING CLOUD SOLUTIONS BY CONVERTING THE UNDERLYING TECHNOLOGY FOR WORLDCAT TO APACHE HBASE/HADOOP. THIS NEW STRUCTURE, WHICH IS USED BY MANY GLOBAL INFORMATION PROVIDERS, INCLUDING FACEBOOK AND ADOBE, HAS REDUCED HARDWARE STORAGE REQUIREMENTS AND SIMPLIFIED OCLC'S COMPUTING FOOTPRINT TO SUPPORT GROWTH. AS A RESULT, EXECUTION TIME FOR SOME MAJOR DATA OPERATIONS HAS BEEN SLASHED FROM DAYS TO HOURS. IN ADDITION, THE UPGRADE ENABLES OCLC TO EXPLORE NEW AREAS SUCH AS DETAILED ANALYTICS AND ENRICHED RELATIONSHIPS THAT WILL INCREASE THE VALUE OF THE COOPERATIVE'S DATA FOR ALL LIBRARIES.2014 WAS A YEAR OF TRANSITION AND TRANSFORMATION AS OCLC CONTINUED TO MIGRATE SERVICES TO THE CLOUD ON THE WORLDSHARE PLATFORM, THE CLOUD-BASED TECHNICAL INFRASTRUCTURE THAT SUPPORTS INTEGRATION OF APPLICATIONS FROM OCLC AND OTHER LIBRARY SERVICE PROVIDERS. MORE THAN 9,000 MEMBERS MOVED TO WORLDSHARE INTERLIBRARY LOAN (ILL), COMPLETING THE MIGRATION OF WORLDCAT RESOURCE SHARING TO THE NEW WORLDSHARE ARCHITECTURE. WORLDSHARE ILL ALLOWS LIBRARIES TO PARTICIPATE IN THE LARGEST RESOURCE SHARING NETWORK IN THE WORLD, WITH MORE OPTIONS FOR GETTING MATERIALS DIRECTLY INTO THE HANDS OF LIBRARY USERS.OCLC CONTINUED TO BUILD MOMENTUM AND SCALE WITH WORLDSHARE MANAGEMENT SERVICES (WMS), THE CLOUD-BASED LIBRARY MANAGEMENT AND DISCOVERY APPLICATIONS IN AN INTEGRATED SUITE. OCLC SERVICES ARE DESIGNED TO INCREASE THE AVAILABILITY OF LIBRARY RESOURCES AND LOWER THE RATE OF RISE OF LIBRARY COSTS. WMS OFFERS LIBRARIANS A COST-EFFECTIVE WAY TO MANAGE WORKFLOWS EFFICIENTLY, AND IMPROVE ACCESS TO LIBRARY COLLECTIONS AND SERVICES FOR THEIR USERS. THE FIRST ARL MEMBER, THE UNIVERSITY OF DELAWARE LIBRARY, WENT LIVE IN 2014. THE FIRST ACADEMIC LIBRARY GROUP IMPLEMENTED WMS, THE PRIVATE ACADEMIC LIBRARY NETWORK OF INDIANA (PALNI), AND ANOTHER ACADEMIC GROUP, LIBROS, WHICH CONSISTS OF 16 ACADEMIC LIBRARIES IN NEW MEXICO, ALSO SELECTED WMS.TO UNIFY VARIOUS DISCOVERY OFFERINGS AND BRING NEW VALUE TO 18,000 REFERENCE USERS, OCLC LAUNCHED WORLDCAT DISCOVERY SERVICES IN MARCH 2014. MORE THAN 600 LIBRARIES PARTICIPATED IN THE BETA PROGRAM TO HELP DESIGN THE WORKFLOWS, USER INTERFACE AND FUNCTIONALITY OF THIS NEW REFERENCE AND DISCOVERY SERVICE. OCLC CONTINUES TO ENHANCE WORLDCAT DISCOVERY SERVICES WITH NEW FEATURES AND FUNCTIONALITY AS LIBRARIES AND THEIR USERS MOVE TO THIS SERVICE SUITE.OCLC CONTINUED TO FOCUS ON E-RESOURCE METADATA AND MANAGEMENT TO IMPROVE DISCOVERY, SHARING AND USE OF ELECTRONIC RESOURCES BY LIBRARY PATRONS. THE WORLDCAT KNOWLEDGE BASE (MAINTAINED USING WORLDSHARE COLLECTION MANAGER) HAS GROWN TO MORE THAN 12,000 ELECTRONIC COLLECTIONS FROM MORE THAN 5,900 PROVIDERS. OCLC'S LINKED DATA INITIATIVES PUT LIBRARY METADATA INTO EXCITING, NEW MAINSTREAM WORKFLOWS, EXPOSING LIBRARY COLLECTIONS TO THE WIDER WEB COMMUNITY. IN JUNE 2014, OCLC MADE 197 MILLION BIBLIOGRAPHIC WORK DESCRIPTIONS - WORLDCAT WORKS - AVAILABLE AS LINKED DATA, A FORMAT NATIVE TO THE WEB THAT WILL IMPROVE DISCOVERY OF LIBRARY COLLECTIONS. THESE COLLECTIONS ARE MORE EASILY DISCOVERABLE THROUGH WEBSITES AND SERVICES THAT LIBRARY USERS VISIT DAILY, SUCH AS GOOGLE, WIKIPEDIA AND SOCIAL NETWORKS.FOR THE FISCAL YEAR ENDED JUNE 30, 2014, LIBRARIES USED OCLC SERVICES TO:CATALOG 489.2 MILLION ITEMS ONLINE AND VIA BATCHLOADADD 18.7 MILLION RECORDS TO THE WORLDCAT DATABASEARRANGE 8.2 MILLION INTERLIBRARY LOANSPERFORM 33.9 MILLION END-USER REFERENCE SEARCHES ON THE OCLC FIRSTSEARCH SERVICEPERFORM 222.6 MILLION CLICK-THROUGHS FROM PARTNER SITES ON THE WEB TO THE WORLDCAT.ORG LANDING PAGEIN ADDITION, OCLC PUBLISHES THE DEWEY DECIMAL CLASSIFICATION, THE WORLD'S MOST WIDELY USED LIBRARY CLASSIFICATION SYSTEM. NOW IN ITS 23RD EDITION SINCE IT WAS FIRST PUBLISHED IN 1876, THE CLASSIFICATION IS USED BY MORE THAN 200,000 LIBRARIES IN 140 COUNTRIES.OCLC RESEARCH IS ONE OF THE WORLD'S LEADING ORGANIZATIONS DEDICATED TO EXPLORING INNOVATIVE USES OF LIBRARY DATA AND INFORMATION SYSTEM TECHNOLOGY, FOR THE PUBLIC PURPOSES OF PROMOTING THE EVOLUTION OF LIBRARY USE, OF LIBRARIES THEMSELVES, AND OF LIBRARIANSHIP. THAT EFFORT INCLUDES THE OCLC RESEARCH LIBRARY PARTNERSHIP, WHICH PROVIDES A VENUE FOR RESEARCH INSTITUTIONS TO ENGAGE WITH OCLC TO WORK COOPERATIVELY ON MAKING OPERATIONAL PROCESSES MORE EFFICIENT AND SHAPING NEW SCHOLARLY SERVICES BY DIRECTLY ENGAGING SENIOR MANAGERS. CURRENTLY, THERE ARE 168 MEMBERS IN THE PARTNERSHIP.OCLC IS ONE OF THE FOUNDING ORGANIZATIONS OF THE VIRTUAL INTERNATIONAL AUTHORITY FILE CONSORTIUM, A COOPERATIVE UNDERTAKING OF 20 NATIONAL LIBRARIES AND OTHER ORGANIZATIONS IN 16 COUNTRIES. VIAF COMBINES MULTIPLE NAME AUTHORITY FILES INTO A SINGLE NAME AUTHORITY SERVICE. OCLC IS WORKING WITH WIKIPEDIA TO PROVIDE LINKS BETWEEN NAMES APPEARING IN WIKIPEDIA ARTICLES AND LIBRARY RESOURCES.OCLC ALSO HELPED TO MAGNIFY THE UNIQUE AND IMPORTANT WORK THAT LIBRARIES DO. PROGRAMS LIKE GEEK THE LIBRARY HAVE BEEN SHOWN TO HELP BUILD SUPPORT FOR FUNDING, WHILE THE OUTSIDE THE BOX INITIATIVE GIVES LIBRARIES A CHANCE TO DO MORE COMMUNITY OUTREACH. HELPING USERS NAVIGATE NEW HEALTHCARE LAWS DREW LIBRARIANS INTO CHALLENGING EDUCATIONAL SITUATIONS THAT THEY MET COOPERATIVELY THROUGH PROGRAMS SUCH AS HEALTH HAPPENS IN LIBRARIES.WEBJUNCTION, OCLC'S FIRST ADVOCACY AND LARGE-SCALE LIBRARY DEVELOPMENT PROGRAM, CONTINUES TO BE THE PLACE WHERE THE LIBRARY PROFESSION GATHERS TO BUILD THE KNOWLEDGE, SKILLS AND SUPPORT NEEDED TO POWER RELEVANT, VIBRANT LIBRARIES. IN 2014, THIS OPEN, ONLINE LEARNING COMMUNITY HAD 621,000 VISITS TO WEBJUNCTION.ORG, AND SAW 23,000 REGISTRATIONS FOR WEBINARS AND 9,400 ENROLLMENTS IN COURSES.	Desc
Total Program Service Expenses	$197,557,489	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	196	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1000	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	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	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	RICK J SCHWIETERMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	6147646000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6565 KILGOUR PLACE	AddressLine1
City	DUBLIN	City
State	OH	State
ZIP Code	43017	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 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	8.00	Yes (X)	$47,500	$0	$0
ED BARRY
TRUSTEE	5.00	Yes (X)	$29,996	$0	$0
BERNDT DUGALL
TRUSTEE (START NOV 2013)	5.00	Yes (X)	$0	$0	$0
MARY M FARRELL
TRUSTEE (TERM'D NOV 2013)	5.00	Yes (X)	$39,996	$0	$0
ANTHONY FERGUSON
TRUSTEE	5.00	Yes (X)	$29,996	$0	$0
BERNADETTE GRAY-LITTLE
VICE CHAIR	10.00	Yes (X)	$35,666	$0	$0
CINDY HILSHEIMER
TRUSTEE	8.00	Yes (X)	$40,500	$0	$0
KATHLEEN IMHOFF
TRUSTEE	8.00	Yes (X)	$44,500	$0	$0
BARBARA LISON
TRUSTEE	5.00	Yes (X)	$34,163	$0	$0
JAMES NEAL
TRUSTEE	8.00	Yes (X)	$38,500	$0	$0
LORETTA PARHAM
TRUSTEE	5.00	Yes (X)	$38,996	$0	$0
JOHN R PATRICK
TRUSTEE	8.00	Yes (X)	$43,000	$0	$0
DAVID ROSELLE
TRUSTEE	5.00	Yes (X)	$29,996	$0	$0
BRIAN SCHOTTLAENDER
TRUSTEE	8.00	Yes (X)	$44,000	$0	$0
SANDRA YEE
CHAIR	15.00	Yes (X)	$73,250	$0	$0
JENNIFER YOUNGER
TRUSTEE	5.00	Yes (X)	$29,996	$0	$0
DAVID A PRICHARD
PRESIDENT & CEO (START JUL 2013)	40.00		$534,075	$0	$19,575	Yes (X)
RICK J SCHWIETERMAN
EXECUTIVE VP AND CFO	40.00		$599,884	$0	$46,106	Yes (X)
JAMES T HOUFEK
VP (RETIRED FEB 2014)	40.00		$305,245	$0	$35,790	Yes (X)
JULIE PRESAS
VP & GENERAL COUNSEL	40.00		$155,809	$0	$19,940	Yes (X)
ANDREW BORDAS START JUN 2014
VP MGMT CUSTOMER OPERATIONS	40.00		$0	$0	$0	Yes (X)
BRUCE CROCCO
VP LIBR SVCS FOR AMERICA	40.00		$218,704	$0	$35,962	Yes (X)
LORCAN DEMPSEY
VP RESEARCH & STRATEGIST	40.00		$336,803	$0	$49,798	Yes (X)
CATHERINE DE ROSA
VP GLOBAL MARKETING	40.00		$323,837	$0	$47,970	Yes (X)
JEFF JACOBS
CHIEF INFO OFFICER (START MAY 2014)	40.00		$0	$0	$0	Yes (X)
JIM MICHALKO
VP RLG PROGRAMS	40.00		$257,242	$0	$41,755	Yes (X)
ROBIN MURRAY
VP, GLOBAL PRODUCT MGMT	40.00		$320,625	$0	$12,324	Yes (X)
GEORGE NEEDHAM
VP GLOBAL COUNCILS	40.00		$200,278	$0	$36,593	Yes (X)
WILLIAM NILGES
VP BUSINESS DEVELOPMENT	40.00		$246,033	$0	$42,421	Yes (X)
GENE OLIVER
VP INFORMATION TECHNOLOGY	40.00		$225,007	$0	$46,127	Yes (X)
TAMMI SPAYDE
VP, HUMAN RESOURCES	40.00		$255,585	$0	$41,481	Yes (X)
MICHAEL TEETS
VP ENTERPRISE ARCHITECTURE	40.00		$251,051	$0	$42,291	Yes (X)
ANDREW WANG
VP, OCLC ASIA PACIFIC	40.00		$241,895	$0	$39,399	Yes (X)
GREG ZICK
VP, GLOBAL ENGINEERING	40.00		$331,209	$0	$48,312	Yes (X)
ERIC VAN LUBEEK
MANAGING DIRECTOR EMEA	40.00		$331,437	$0	$42,631		Yes (X)
INDY SINGH
GEN MGR OCLC EMEA UK	40.00		$165,191	$0	$6,442		Yes (X)
NORBERT WEINBERGER
MANAGING DIRECTOR	40.00		$284,072	$0	$0		Yes (X)
CARL A BUSH
EXEC DIRECTOR US LIBR SERV	40.00		$203,542	$0	$35,469			Yes (X)
TOM HICKEY
CHIEF SCIENTIST	40.00		$222,394	$0	$36,261			Yes (X)
SONDRA KOWALUK
CORPORATE CONTROLLER	40.00		$216,981	$0	$39,133			Yes (X)
DENISE L'ECLUSE
DIR OF SALES OCLC EMEA	40.00		$198,040	$0	$15,741			Yes (X)
ANDREW PACE
EX DIR NETWORK LIBR SVCS	40.00		$194,186	$0	$36,547			Yes (X)
ROBERT L JORDAN
FORMER PRESIDENT (RETIRED JUN 2013)	0.00		$1,174,893	$0	$45,470				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,394,073	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$863,538	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	278	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/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1	CityContractorAddress/ForeignAddress/City	CountryContractorAddress/ForeignAddress/Country	Postal CodeContractorAddress/ForeignAddress/PostalCode
INFORMATION CONTROL CORP LLC
2500 CORPORATE EXCHANGE DR	COLUMBUS	OH	43231	TEMPORARY DEVELOPER SERVICES	$1,812,591
STHREE PARTNERSHIP
				TEMPORARY DEVELOPER SERVICES	$585,581	2 ROYAL MINT COURT DEXTER HOUSE	LONDON	UK	EC3N 0LT
LEADING EDJE LLC
1105 FORSYTH LANE	GALENA	OH	43021	TEMPORARY DEVELOPER SERVICES	$452,620
COMPUTER FUTURES SOLUTIONS NETHERLANDS
				TEMPORARY DEVELOPER SERVICES	$378,514	GUSTAV MAHLERLAAN 38	1082 MC AMSTERDAM	NL
MID AMERICAN CLEANING CONTRACTORS
750 BUCKEYE ROAD	LIMA	OH	45804	JANITORIAL SERVICES	$349,976

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	32	CntrctRcvdGreaterThan100KCnt
Government Grants	$706,533	GovernmentGrantsAmt
All Other Contributions	$1,334,975	AllOtherContributionsAmt
Total Contributions	$2,041,508	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
METADATA SERVICES	519100	$91,680,961	$91,680,961
RESOURCE SHARE SVCS	519100	$50,533,087	$50,533,087
MANAGEMENT SYSTEMS	519100	$32,609,584	$32,609,584
END USER SERVICES	519100	$25,437,686	$25,437,686

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,229,198	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,229,198	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$205,490,516	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,161,967	TotalRevenueColumnAmt
Exclusion	$15,161,967	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,774,974	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,549,865	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$225,109	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$225,109	TotalRevenueColumnAmt
Exclusion	$225,109	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$218,501,664	SecuritiesAmt
Other	$157,043	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$189,909,300	SecuritiesAmt
Other	$825,833	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$28,592,364	SecuritiesAmt
Other	-$668,790	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,923,574	TotalRevenueColumnAmt
Exclusion	$27,923,574	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
WEB LINKING COMMISSION	519100	$58,802	$58,802
MISC. REVENUE-UNRELATE	900099	$43,781	$43,781

Field	Value	IRS element (for citing)
Other Revenue Total	$102,583	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$250,945,257	TotalRevenueColumnAmt
Related Or Exempt Func Income	$205,490,516	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$102,583	UnrelatedBusinessRevenueAmt
Exclusion	$43,310,650	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$167,163	TotalAmt
Program Services	$167,163	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$83,302	TotalAmt
Program Services	$83,302	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,831,140	TotalAmt
Program Services	$3,393,408	ProgramServicesAmt
Management And General	$4,437,732	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$277,140	TotalAmt
Management And General	$277,140	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$92,999,902	TotalAmt
Program Services	$85,067,702	ProgramServicesAmt
Management And General	$7,932,200	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,149,548	TotalAmt
Program Services	$6,607,773	ProgramServicesAmt
Management And General	$541,775	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,558,498	TotalAmt
Program Services	$5,293,028	ProgramServicesAmt
Management And General	$1,265,470	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,146,974	TotalAmt
Program Services	$5,719,927	ProgramServicesAmt
Management And General	$427,047	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$432,190	TotalAmt
Management And General	$432,190	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$534,179	TotalAmt
Management And General	$534,179	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$277,432	TotalAmt
Management And General	$277,432	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,888,185	TotalAmt
Program Services	$8,350,564	ProgramServicesAmt
Management And General	$537,621	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,249,030	TotalAmt
Program Services	$1,249,030	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,332,969	TotalAmt
Program Services	$4,232,376	ProgramServicesAmt
Management And General	$100,593	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,036,334	TotalAmt
Program Services	$6,714,790	ProgramServicesAmt
Management And General	$321,544	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$4,852,241	TotalAmt
Program Services	$4,852,241	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,105,725	TotalAmt
Program Services	$6,410,019	ProgramServicesAmt
Management And General	$695,706	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,511,907	TotalAmt
Program Services	$4,972,018	ProgramServicesAmt
Management And General	$539,889	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,009,286	TotalAmt
Program Services	$999,964	ProgramServicesAmt
Management And General	$9,322	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$981,804	TotalAmt
Program Services	$981,804	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$20,987,796	TotalAmt
Program Services	$20,987,796	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$665,139	TotalAmt
Program Services	$591,285	ProgramServicesAmt
Management And General	$73,854	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
IFM LENDING CREDITS	$12,853,739	$12,853,739
PROGRAM INCENTIVES	$11,816,875	$11,816,875
UNREL BUS INC TAX	$13,477	$13,477

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,824,960	TotalAmt
Program Services	$6,199,208	ProgramServicesAmt
Management And General	$625,752	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$216,586,935	TotalAmt
Program Services	$197,557,489	ProgramServicesAmt
Management And General	$19,029,446	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,640	BOYAmt
EOY	$3,808	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$30,280,319	BOYAmt
EOY	$12,079,895	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$271,739	BOYAmt
EOY	$315,718	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$31,494,204	BOYAmt
EOY	$30,176,542	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	$800,302	BOYAmt
EOY	$332,281	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,371,651	BOYAmt
EOY	$6,900,999	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$138,765,051	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$89,452,917	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$45,318,772	BOYAmt
EOY	$49,312,134	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$202,262,879	BOYAmt
EOY	$187,247,590	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$52,082,919	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$67,446,815	BOYAmt
EOY	$72,399,740	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,296,734	BOYAmt
EOY	$15,006,991	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$391,597,055	BOYAmt
EOY	$425,908,617	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$25,382,504	BOYAmt
EOY	$40,749,931	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$35,854,633	BOYAmt
EOY	$36,796,704	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$50,095,260	BOYAmt
EOY	$40,890,457	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$35,288,095	BOYAmt
EOY	$40,559,665	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$146,620,492	BOYAmt
EOY	$158,996,757	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	$244,976,563	BOYAmt
EOY	$266,911,860	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$244,976,563	BOYAmt
EOY	$266,911,860	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$391,597,055	BOYAmt
EOY	$425,908,617	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$34,358,322	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$10,081,392	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$2,341,633	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	$5,266,183	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,538,297	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,695,065	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,771,624	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,041,508	CurrentTaxYearAmt
Total	$14,312,677	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$191,009,715	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$172,428,836	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$166,932,640	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$201,680,684	CurrentTaxYearMinus1YearAmt
Current Tax Year	$205,490,516	CurrentTaxYearAmt
Total	$937,542,391	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$196,275,898	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$174,967,133	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$168,627,705	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$204,452,308	CurrentTaxYearMinus1YearAmt
Current Tax Year	$207,532,024	CurrentTaxYearAmt
Total	$951,855,068	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,939,971	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,680,595	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$920,565	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,623,808	CurrentTaxYearMinus1YearAmt
Current Tax Year	$983,327	CurrentTaxYearAmt
Total	$10,148,266	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,603,165	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,125,208	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,111,746	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,678,595	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,975,146	CurrentTaxYearAmt
Total	$21,493,860	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,543,136	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,805,803	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,032,311	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,302,403	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,958,473	CurrentTaxYearAmt
Total	$31,642,126	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$920,212,942	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,421,518	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,299,466	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,748,260	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,116,543	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,936,941	CurrentTaxYearAmt
Total	$53,522,728	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$62,442	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,170	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,137	CurrentTaxYearAmt
Total	$167,749	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,421,518	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,299,466	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,810,702	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,153,713	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,005,078	CurrentTaxYearAmt
Total	$53,690,477	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$203,697,416	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$183,266,599	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$181,438,407	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$212,606,021	CurrentTaxYearMinus1YearAmt
Current Tax Year	$224,537,102	CurrentTaxYearAmt
Total	$1,005,545,545	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.91510	PublicSupportCY509Pct
Public Support PY509	0.91810	PublicSupportPY509Pct
Investment Income CY	0.05340	InvestmentIncomeCYPct
Investment Income PY	0.04430	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	$68,987,155	OtherCostOrOtherBasisAmt
Depreciation	$45,572,830	DepreciationAmt
Book Value	$23,414,325	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,798,122	OtherCostOrOtherBasisAmt
Depreciation	$1,099,666	DepreciationAmt
Book Value	$1,698,456	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,214,653	OtherCostOrOtherBasisAmt
Depreciation	$42,780,421	DepreciationAmt
Book Value	$14,434,232	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$49,312,134	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC FIXED INCOME	$16,960,977	F
GLOBAL FIXED INCOME	$16,727,772	F
GLOBAL EQUITY INCOME	$18,394,170	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$52,082,919	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DEFERRED RETIREMENT	$89,087
POST RETIREMENT BENEFITS	$9,356,549
MEMBERS SUBSCRIPTION BALANCES	$20,791,007
OTHER LIABILITIES	$10,323,022

Field	Value	IRS element (for citing)
Total Liability	$40,559,665	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, 2014 AND 2013, 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 (10 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	2	31	PROGRAM SERVICES	OFFICES IN CHINA AND AUSTRALIA PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES	$3,333,000
NORTH AMERICA (OUTSIDE USA)	2	9	PROGRAM SERVICES	OFFICES PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES	$1,301,000
NORTH AMERICA (OUTSIDE USA)	1	34	PROGRAM SERVICES	PROVIDING TECHNICAL SERVICES TO LIBRARIES	$2,349,000
EUROPE	7	319	PROGRAM SERVICES	FOUR DISREGARDED ENTITIES PROVIDING LIBRARY SERVICES AND SUPPORT TO LIBRARIES IN EUROPE	$38,188,000
EAST ASIA AND THE PACIFIC	0	0	ONE TRUSTEE ATTENDED AN OCLC REGIONAL COUNCILMEETING		$2,000
SUB-SAHARAN AFRICA	0	0	THREE TRUSTEES ATTENDEDAN OCLC REGIONAL COUNCIL MEETING		$18,000
NORTH AMERICA	0	0	BOARD MEETING IN TORONTO, CANADA		$122,000
EAST ASIA AND THE PACIFIC	0	0	GOVERNANCE (REGIONAL COUNCIL MEETING)		$60,000
SUB-SAHARAN AFRICA	0	0	GOVERNANCE (REGIONAL COUNCIL MEETING)		$239,000
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS		$16,090,000

Field	Value	IRS element (for citing)
Subtotal Offices	12	SubtotalOfficesCnt
Subtotal Employees	393	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	12	TotalOfficeCnt
Total Employee	393	TotalEmployeeCnt
Subtotal Spent	$45,373,000	SubtotalSpentAmt
Continuation Spent	$16,329,000	ContinuationSpentAmt
Total Spent	$61,702,000	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
NORTH AMERICA - CANADA AND MEXICO, BUT	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT	$15,000	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH IN LIBRARY SCIENCE	$5,179	CHECK

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

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
FELLOWSHIPS FOR EDUCATIONAL PROGRAM FOR EARLY CAREER LIBRARIANS FROM DEVELOPING COUNTRIES	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	1	$400	CASH STIPEND OF $100 PER WEEK	$7,208	TRAVEL, LODGING AND MEALS 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	1	$400	CASH STIPEND OF $100 PER WEEK	$9,654	TRAVEL, LODGING AND MEALS 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	2	$800	CASH STIPEND OF $100 PER WEEK	$18,033	TRAVEL, LODGING AND MEALS TO VISIT OCLC'S OFFICES IN THE US AND VARIOUS LIBRARIES IN THE US SO THAT THEY CAN OBSERVE AND LEARN ABOUT LIBRARY OPERATIONS IN OTHER COUNTRIES AS WELL AS GOVERNANCE MODELS FOR INTERNATIONAL LIBRARY COOPERATION	ACTUAL COSTS EXPENDED
FELLOWSHIPS FOR EDUCATIONAL PROGRAM FOR EARLY CAREER LIBRARIANS FROM DEVELOPING COUNTRIES	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	1	$400	CASH STIPEND OF $100 PER WEEK	$8,318	TRAVEL, LODGING AND MEALS 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	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

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.

SCHEDULE F PART I LINE 3

TORONTO BOARD MEETING STATEMENT FOR THE 990 OCLC IS A WORLDWIDE MEMBERSHIP ORGANIZATION WITH LIBRARIES IN 170 COUNTRIES. ITS GOVERNANCE STRUCTURE INCLUDES THREE REGIONAL COUNCILS (AMERICAS, ASIA PACIFIC AND EUROPE MIDDLE EAST AND AFRICA) AND A GLOBAL COUNCIL. AS PART OF ITS EFFORT TO MAINTAIN CONTACT WITH SUCH A GEOGRAPHICALLY DIVERSE MEMBERSHIP, SOME OCLC BOARD MEMBERS ATTEND THE REGIONAL AND GLOBAL COUNCIL MEETINGS. IN ADDITION, ON OCCASION, THE BOARD OF TRUSTEES CONDUCTS BOARD MEETINGS OUTSIDE THE UNITED STATES. ONE SUCH MEETING OCCURRED DURING THIS REPORTING YEAR (IN JUNE 2014) IN TORONTO, CANADA.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
AMERICAN LIBRARY ASSOCIATION
50 EAST HURON STREET	CHICAGO	IL	60611	362166947	501(C)(3)	$11,650	OPERATING SUPPORT AND FUNDING FOR THE MANN AND DEWEY AWARDS
COLUMBUS METROPOLITAN LIBRARY FOUNDATION
96 S GRANT AVENUE	COLUMBUS	OH	43215	311692755	501(C)(3)	$10,000	SUPPPORT FOR GREAT LIBRARIES CREATE CAMPAIGN
DREXEL UNIVERSITY
3201 ARCH STREET SUITE 100	PHILADELPHIA	PA	19104	231352630	501(C)(3)	$15,000	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT
DUKE UNIVERSITY
035 RESEARCH DRIVE BOX 90193	DURHAM	NC	27708	560532129	501(C)(3)	$7,500	SUPPORT FOR CODE4LIB CONFERENCE
UNITED WAY OF CENTRAL OHIO
360 SOUTH THIRD STREET	COLUMBUS	OH	43215	314393712	501(C)(3)	$10,000	OPERATING SUPPORT
UNIVERSITY OF PITTSBURGH
123 UNIVERSITY PLACE	PITTSBURGH	PA	15213	250965591	501(C)(3)	$14,405	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT

Field	Value	IRS element (for citing)
Total501c3 Org	6	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT PROGRAM (LISRG): FACULTY IN SCHOOLS OF LIBRARY SCIENCE ARE ELIGIBLE TO APPLY. OCLC SENDS OUT AN ANNUAL CALL FOR PROPOSALS TO ELIGIBLE SCHOOLS. APPLICANTS COMPLETE AN LISRG COVER PAGE TOGETHER WITH A RESEARCH PROPOSAL, A DETAILED BUDGET AND SUPPORTING MATERIALS SUCH AS CURRICULA VITAE, STAFFING AND LETTERS OF SUPPORT. PROPOSALS ARE REVIEWED BY SELECTED OCLC STAFF AND THEN SUBMITTED TO A REVIEW PANEL FOR FURTHER EVALUATION AND RECOMMENDATION TO THE VICE PRESIDENT OF THE 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 PUBLIC CHARITIES AND GOVERNMENT ORGANIZATIONS. MANY OF THESE ARE NATIONAL OR REGIONAL LIBRARY ASSOCIATIONS BUT SOME ARE COMMUNITY ORGANIZATIONS IN LOCALES WHERE OCLC HAS OFFICES. THESE INCLUDE ARTS ORGANIZATIONS AS WELL AS THE UNITED WAY AND SIMILAR CHARITABLE ORGANIZATIONS SERVING THE COMMUNITY.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
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 (25 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 (START JUL 2013)	$332,669	$0	$0	$0	$201,406	$0	$9,892	$0	$9,683	$0	$553,650	$0	$0	$0
RICK J SCHWIETERMAN
EXECUTIVE VP AND CFO	$366,528	$0	$221,115	$0	$12,241	$0	$34,103	$0	$12,003	$0	$645,990	$0	$0	$0
JAMES T HOUFEK
VP (RETIRED FEB 2014)	$210,560	$0	$88,226	$0	$6,459	$0	$25,575	$0	$10,215	$0	$341,035	$0	$0	$0
JULIE PRESAS
VP & GENERAL COUNSEL	$130,807	$0	$17,990	$0	$7,012	$0	$13,277	$0	$6,663	$0	$175,749	$0	$0	$0
BRUCE CROCCO
VP LIBR SVCS FOR AMERICA	$156,344	$0	$59,812	$0	$2,548	$0	$15,215	$0	$20,747	$0	$254,666	$0	$0	$0
LORCAN DEMPSEY
VP RESEARCH & STRATEGIST	$226,202	$0	$94,577	$0	$16,024	$0	$27,985	$0	$21,813	$0	$386,601	$0	$0	$0
CATHERINE DE ROSA
VP GLOBAL MARKETING	$226,209	$0	$95,783	$0	$1,845	$0	$27,677	$0	$20,293	$0	$371,807	$0	$0	$0
JIM MICHALKO
VP RLG PROGRAMS	$206,769	$0	$45,016	$0	$5,457	$0	$25,303	$0	$16,452	$0	$298,997	$0	$0	$0
ROBIN MURRAY
VP, GLOBAL PRODUCT MGMT	$234,464	$0	$83,711	$0	$2,450	$0	$11,697	$0	$627	$0	$332,949	$0	$0	$0
GEORGE NEEDHAM
VP GLOBAL COUNCILS	$156,181	$0	$37,578	$0	$6,519	$0	$17,768	$0	$18,825	$0	$236,871	$0	$0	$0
WILLIAM NILGES
VP BUSINESS DEVELOPMENT	$172,954	$0	$71,941	$0	$1,138	$0	$20,398	$0	$22,023	$0	$288,454	$0	$0	$0
GENE OLIVER
VP INFORMATION TECHNOLOGY	$171,799	$0	$50,994	$0	$2,214	$0	$20,309	$0	$25,818	$0	$271,134	$0	$0	$0
TAMMI SPAYDE
VP, HUMAN RESOURCES	$184,499	$0	$69,281	$0	$1,805	$0	$21,770	$0	$19,711	$0	$297,066	$0	$0	$0
MICHAEL TEETS
VP ENTERPRISE ARCHITECTURE	$172,089	$0	$77,901	$0	$1,061	$0	$20,269	$0	$22,022	$0	$293,342	$0	$0	$0
ANDREW WANG
VP, OCLC ASIA PACIFIC	$178,937	$0	$53,850	$0	$9,108	$0	$21,098	$0	$18,301	$0	$281,294	$0	$0	$0
GREG ZICK
VP, GLOBAL ENGINEERING	$232,615	$0	$88,135	$0	$10,459	$0	$29,195	$0	$19,117	$0	$379,521	$0	$0	$0
ERIC VAN LUBEEK
MANAGING DIRECTOR EMEA	$245,289	$0	$76,315	$0	$9,833	$0	$42,631	$0	$0	$0	$374,068	$0	$0	$0
INDY SINGH
GEN MGR OCLC EMEA UK	$139,770	$0	$24,810	$0	$611	$0	$6,442	$0	$0	$0	$171,633	$0	$0	$0
NORBERT WEINBERGER
MANAGING DIRECTOR	$218,094	$0	$56,377	$0	$9,601	$0	$0	$0	$0	$0	$284,072	$0	$0	$0
CARL A BUSH
EXEC DIRECTOR US LIBR SERV	$129,052	$0	$69,807	$0	$4,683	$0	$13,780	$0	$21,689	$0	$239,011	$0	$0	$0
TOM HICKEY
CHIEF SCIENTIST	$182,142	$0	$38,379	$0	$1,873	$0	$21,345	$0	$14,916	$0	$258,655	$0	$0	$0
SONDRA KOWALUK
CORPORATE CONTROLLER	$172,677	$0	$43,353	$0	$951	$0	$20,182	$0	$18,951	$0	$256,114	$0	$0	$0
DENISE L'ECLUSE
DIR OF SALES OCLC EMEA	$152,531	$0	$27,627	$0	$17,882	$0	$15,741	$0	$0	$0	$213,781	$0	$0	$0
ANDREW PACE
EX DIR NETWORK LIBR SVCS	$156,903	$0	$36,451	$0	$832	$0	$17,032	$0	$19,515	$0	$230,733	$0	$0	$0
ROBERT L JORDAN
FORMER PRESIDENT (RETIRED JUN 2013)	$397,989	$0	$619,336	$0	$157,568	$0	$36,179	$0	$9,291	$0	$1,220,363	$0	$7,453	$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 AND 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 2013. TRAVEL FOR COMPANIONS: AS PART OF THE ORGANIZATION'S EXPATRIATE ASSISTANCE PROGRAM, LORCAN DEMPSEY, VICE PRESIDENT, PROGRAMS, RESEARCH & CHIEF STRATEGIST, IS PROVIDED AN ALLOWANCE FOR OCCASIONAL, PERSONAL TRAVEL TO AND FROM HIS HOME IN THE UNITED KINGDOM FOR HIMSELF AND HIS FAMILY. THIS ALLOWANCE IS FULLY INCLUDED IN TAXABLE COMPENSATION. DISCRETIONARY SPENDING ACCOUNT: PRIOR TO HIS RETIREMENT ON JUNE 30, 2013, ROBERT L. JORDAN, FORMER PRESIDENT AND CEO, RECEIVED AN AUTOMOBILE ALLOWANCE WHICH WAS FULLY INCLUDED IN TAXABLE INCOME. AFTER HIS RETIREMENT, MR. JORDAN ALSO RECEIVED AN OFFICE ALLOWANCE. THIS AMOUNT WAS GROSSED UP AND INCLUDED IN HIS TAXABLE INCOME. DAVID A. PRICHARD, PRESIDENT AND CEO EFFECTIVE JULY 1, 2013 RECEIVED A MOVING ALLOWANCE WHICH WAS FULLY INCLUDED IN TAXABLE COMPENSATION. PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE: ANDY 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: ROBERT L. JORDAN, FORMER PRESIDENT AND CEO, HAD A COUNTRY CLUB MEMBERSHIP. UNTIL HIS RETIREMENT IN JUNE, 2013, MR. JORDAN'S DUES WERE EITHER PAID DIRECTLY BY OCLC OR PAID BY MR. JORDAN AND REIMBURSED BY OCLC. BUSINESS EXPENSES INCURRED WERE REIMBURSED UNDER AN ACCOUNTABLE PLAN. DUES PAID OR REIMBURSED BY OCLC WERE REPORTED AS TAXABLE COMPENSATION TO THE EXTENT OF REPORTED PERSONAL USE BY MR. JORDAN.
PART I, LINE 4B	THE FORMER PRESIDENT AND CEO, ROBERT L JORDAN, RECEIVED A PAYOUT FROM A 457B PLAN WHICH IS REPORTED IN SCHEDULE J, PARTII, 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 1,360 JAMES T. HOUFEK 956 BRUCE CROCCO 265 LORCAN DEMPSEY 352 CATHERINE DE ROSA 272 WILLIAM NILGES 216 GENE OLIVER 354 MICHAEL TEETS 209 ANDREW WANG 1,645 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 AVAILABLE FOR MANAGEMENT PERSONNEL AND IS BASED ON A WEIGHTED AVERAGE OF PERFORMANCE OBJECTIVES. PARTICIPANTS ALL SHARE THE SAME ENTERPRISE FINANCIAL GOALS. REGIONAL OR SEGMENT GOALS INCLUDE REGIONAL PERFORMANCE, SERVICE LINE PERFORMANCE AND 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 WHO WAS NOT A DISQUALIFIED PERSON PRIOR TO ENTERING INTO THE CONTRACT. THE BASE SALARY WAS FIXED AND THUS SUBJECT TO THE INTITIAL CONTRACT EXCEPTION. NEVERTHELESS, THE ORGANIZATION FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES IN DETERMINING THE REASONABLENESS OF THE EXECUTIVE'S COMPENSATION.
DESCRIPTION OF OCLC MANAGEMENT SAVINGS PLAN	EFFECTIVE JULY 1, 1997, AND EXTENDING THROUGH APRIL 30, 2002, CERTAIN EMPLOYEES AND TRUSTEES ELECTED TO PARTICIPATE IN THE OCLC MANAGEMENT SAVINGS PLAN (THE PLAN), A NON-QUALIFIED INCENTIVE BENEFIT PROGRAM FOR CERTAIN EMPLOYEES AND TRUSTEES WHO CONTRIBUTED TO THE SUCCESS OF OCLC. EFFECTIVE MAY 1, 2002, THE PLAN WAS FROZEN AND NO ADDITIONAL CONTRIBUTIONS HAVE BEEN, OR WILL BE, ACCEPTED. EARNINGS ON EXISTING BALANCES ARE DISTRIBUTED ANNUALLY TO PARTICIPANTS AND INCLUDED ON W-2S AND 1099S IN THE YEAR OF DISTRIBUTION. UNDER THE PLAN, PARTICIPANTS RECEIVE THE RIGHT TO PURCHASE MUTUAL FUND SHARES FOR A FIXED PRICE. SUCH RIGHT CAN, GENERALLY, BE EXERCISED AT ANY TIME WITHIN A 20-YEAR PERIOD FOLLOWING THE DATE OF GRANT. HOWEVER, IN THE CASE OF A PARTICIPANT'S DEATH, RIGHTS HELD BY SUCH PARTICIPANT MUST BE EXERCISED WITHIN SIX MONTHS FROM THE DATE OF DEATH, AND IN THE CASE OF TERMINATION OF EMPLOYMENT (EXCEPT FOR RETIREMENT) RIGHTS HELD BY THE TERMINATED PARTICIPANT MUST BE EXERCISED WITHIN SIX MONTHS OF THE DATE OF TERMINATION (UNLESS EXTENDED BY THE PRESIDENT). COMPENSATION INCOME ATTRIBUTABLE TO RIGHTS GRANTED UNDER THE PLAN, FOR TAX REPORTING PURPOSES, IS NEITHER DETERMINABLE AT THE TIME OF GRANT THEREOF, NOR AT OCLC'S FISCAL YEAR END, IF STILL OUTSTANDING. MORE SPECIFICALLY, IT IS ONLY UPON EXERCISE OF ONE OF THESE RIGHTS THAT A PARTICIPANT MUST RECOGNIZE COMPENSATION INCOME, FOR TAX REPORTING PURPOSES. DURING THE CALENDAR YEAR FALLING WITHIN THE FISCAL YEAR THAT IS THE SUBJECT OF THIS INFORMATION RETURN, NONE OF THE PARTICIPANTS WHO ARE REPORTED IN THIS INFORMATION RETURN, EXERCISED RIGHTS GRANTED UNDER THE PLAN. OTHER THAN EARNINGS ON EXISTING BALANCES WHICH HAVE BEEN DISTRIBUTED, NO OTHER INCOME IS REFLECTED IN THE SCHEDULE PROVIDED ABOVE, WITH RESPECT TO THOSE INDIVIDUALS LISTED THEREIN WHO ARE PARTICIPANTS IN THE PLAN. ANY FUTURE COMPENSATION AMOUNTS ULTIMATELY REALIZED FROM EXERCISE OF RIGHTS GRANTED UNDER THE PLAN, WILL BE APPROPRIATELY DISCLOSED AS COMPENSATION IN OCLC'S INFORMATION RETURN FOR THE YEAR OF EXERCISE. PARTICIPANTS IN THE PLAN REPORTED ON THIS RETURN: ROBERT L JORDAN FORMER PRESIDENT & CEO RICK J SCHWIETERMAN EXECUTIVE VP AND CFO JAMES T HOUFEK 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	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
A	571239430	2008-05-23	$20,000,000	TO FINANCE THE ACQUISITION OF OFFICE SYSTEMS, EQUIPMENT, AND DATABASES	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
B	571239430	2009-08-10	$30,000,000	TO REFUND BONDS ISSUED 12/19/1998,ACQUIRE OFFICE SYSTEMS,EQUIPMENT	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
C	571239430	2013-06-19	$24,000,000	TO FINANCE THE ACQUISITION OF OFFICE SYSTEMS, COMPUTERS, AND DATABASES	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt
A	$16,860,765	$20,012,780	$20,012,780	2008	0	Yes (1)	Yes (1)
B	$12,983,956	$30,000,000	$12,314,796	2009	Yes (1)	Yes (1)	Yes (1)	$161,760	$17,523,444
C	$3,264,822	$24,000,000	$23,931,500	2013	0	Yes (1)	Yes (1)	$68,500

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	SCHEDULE K, PARTS I AND II	FormAndLineReferenceDesc
Explanation	THE DIFFERENCE BETWEEN THE ISSUE PRICE IN PART I, LINE A AND THE TOTAL PROCEEDS IN PART II, LINE 3, COLUMN A IS DUE TO INVESTMENT EARNINGS	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 COCCO
DAUGHTER OF OFFICER	$145,120	EMPLOYMENT FAMILY MEMBER OF AN OCLC OFFICER	0
SONYA OLIVER
SPOUSE OF OFFICER	$99,386	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 (11 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 PRESIDENT AND 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 IS PREPARED AND SUPPORTING DATA IS REVIEWED INTERNALLY BY OCLC FINANCE STAFF, IN CONSULTATION WITH APPROPRIATE MANAGEMENT PERSONNEL INCLUDING THE CHIEF FINANCIAL OFFICER, THE GENERAL COUNSEL AND THE CORPORATE CONTROLLER. THE RETURN IS REVIEWED BY THE CORPORATE CONTROLLER. THE RETURN IS THEN REVIEWED BY DELOITTE TAX LLP. FINALLY, A COPY OF THE 990 IN ELECTRONIC FORM IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO SIGNATURE BY THE CHIEF FINANCIAL OFFICER AND FILING.
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 CAN CONTACT THE GENERAL COUNSEL FOR CLARIFICATION. THE EMPLOYEE CAN ALSO FILE A WRITTEN REQUEST FOR A RULING WITH HIS OR HER VICE PRESIDENT OR DIVISION DIRECTOR WHO MAY REJECT OR APPROVE THE APPLICATION. IF APPROVED, THE REQUEST IS SENT TO THE PRESIDENT FOR A FINAL APPROVAL. A WRITTEN RESPONSE IS PROVIDED TO THE EMPLOYEE INDICATING WHETHER THE ACTIVITY CAN BE UNDERTAKEN OR IF IT VIOLATES THE CONFLICT OF INTEREST POLICY AND CANNOT BE UNDERTAKEN. 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/COUNCILS/DOCUMENTS/AMENDED_ARTICLES.HTML HTTP://WWW.OCLC.ORG/EN-US/ABOUT/FINANCE.HTML A DESCRIPTION OF THE CONFLICT OF INTEREST POLICY IS CONTAINED IN OCLC'S CODE OF CONDUCT DOCUMENT WHICH IS ALSO AVAILABLE ON THE OCLC WEBSITE. HTTP://WWW.OCLC.ORG/CONTENT/DAM/OCLC/ABOUT/CODE/CODE_OF_CONDUCT_EN.PDF 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 VII	FORMER PRESIDENT AND CEO ROBERT L. JORDAN RETIRED ON JUNE 30, 2013 AND WAS NOT AN OFFICER DURING THE TAX YEAR REPORTED ON THIS RETURN. ACCORDINGLY, HE IS REPORTED HERE AS A FORMER OFFICER. THE COMPENSATION AND BENEFITS REPORTED IN PART VII AND ON SCHEDULE J, AS REQUIRED, ARE FOR THE CALENDAR YEAR 2013.
FORM 990, PART XI, LINE 9:	FOREIGN CURRENCY TRANSLATION 67,102. UNREALIZED GAIN POST RETIREMENT PLAN -1,267,706. INCOME ON INVESTMENT IN SUBSIDIARIES 514,321. SUBPART F INCOME INCLUDED IN PART VII, LINE 3 -1,655,350.
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/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1
OCLC EMEA BV
SCHIPHOLWEG 99 2300 AW	LEIDEN	NL	981065403	HOLDING COMPANY	NL	$3,961,084	$21,791,863	OCLC ONLINE COMPUTER LIBRARY CENTER INC
OCLC BV
SCHIPHOLWEG 99 2300 AW	LEIDEN	NL	981065524	INFORMATION SERVICES	NL	$17,539,409	$13,494,017	OCLC EMEA BV
OCLC GMBH
GRUNWALDER WEG 28G	82041 OBERHACHING	GM	981063976	INFORMATION SERVICES	GM	$19,632,892	$7,513,754	OCLC EMEA BV
OCLC (UK) LIMITED
8 ST MARYS GATE	SHEFFIELD S1 4LW	UK	981067510	INFORMATION SERVICES	UK	$8,639,623	$6,167,498	OCLC EMEA BV

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country	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	$175,422	1.00000	Yes (1)
OCLC AG
					INFORMATION SERVICES		OCLC GMBH	C	$421,060	1.00000	Yes (1)	ST JAKOB-STRASSE 96	CH-4052 BASEL	SZ	SZ	$642,753
HUIJSMANS & KUIJPERS AUTOMATISERING BV
					INFORMATION SERVICES		OCLC EMEA BV	C	$10,657,606	1.00000	Yes (1)	GRONINGERWEG 13-C	9765 TA PATERSWOLDE	NL	NL	$3,874,316

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 (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HUIJSMANS & KUIJPERS AUTOMATISERING BV
F	$1,655,130	DIVIDEND DECLARED
OCLC AG
L	$317,681	PER CONTRACT