2015-10-30T10:21:23-05:00 2015-06-30 721396621 CARR RIGGS & INGRAM LLC 4360 CHAMBLEE DUNWOODY RD STE 420 ATLANTA GA 30341 990 2014-07-01 582598596 ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES INC ASSO 4044132896 C/O GSU LIB 100 DECATUR ST NO LS-7 ATLANTA GA 303033202 JOHN BURGER EXECUTIVE DIRECTOR 4044132896 2015-10-30 1 RICHARD WILCOX P00144320 7704576606 2014 2016-03-07 17:11:31Z JOHN BURGER C/O GSU LIB 100 DECATUR ST NO LS-7 ATLANTA GA 303033202 637825 0 X WWW.ASERL.ORG X 1959 GA TO SUPPORT THE EDUCATIONAL AND RESEARCH NEEDS OF THE STUDENTS AND FACULTY SERVED BY ASERL MEMBER INSTITUTIONS. 7 7 0 100 0 0 0 0 458204 637792 28 33 0 0 458232 637825 0 0 0 0 0 0 0 0 0 399597 388488 399597 388488 58635 249337 433932 577616 277162 171509 156770 406107 X BY SHARING INFORMATION AND TECHNOLOGY RESOURCES, EXPERTISE, AND INNOVATION, THE ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES (ASERL) ADVANCES THE EDUCATIONAL AND RESEARCH SUCCESS OF STUDENTS AND FACULTY AT MEMBER INSTITUTIONS. ASERL MEMBERS BELIEVE THAT OUR LIBRARIES AND INSTITUTIONS ARE BETTER ABLE TO FULFILL OUR INDIVIDUAL MISSIONS THROUGH COLLABORATIVE PROGRAMS, AND THE BENEFITS OF COLLABORATIVE ACTION CAN BE GREATER THAN THOSE PROVIDED BY THE SAME INSTITUTIONS ACTING INDEPENDENTLY. WE BELIEVE THAT THERE IS STRENGTH IN UNITY AND THAT UNITY CAN ACCOMMODATE INSTITUTIONAL CHARACTERISTICS. WE UNDERSTAND OUR GOALS CAN ONLY BE ACHIEVED THROUGH OUR CONTRIBUTIONS TO ASERL'S INITIATIVES, MOMENTUM, AND SPIRIT. 0 0 13077 25454 WORKSHOPS AND MEETINGS ARE PROVIDED FOR MEMBERS TO ENABLE PARTICIPATION IN NETWORKING AND PROFESSIONAL DEVELOPMENT ACTIVITIES RELATED TO RESEARCH LIBRARIES. 0 1800 KUDZU - CREATION OF A SHARED CATALOG SYSTEM CURRENTLY BENEFITING MEMBER UNIVERSITY LIBRARIES. KEY TO THE SUCCESS OF THE KUDZU SYSTEM IS THE RAPID DELIVERY OF MATERIALS TO KUDZU PARTICIPANTS. ALL KUDZU LIBRARIES AGREE TO PROVIDE EXPEDITED DELIVERY TO KUDZU PARTNERS. 122315 222243 LANTER DELIVERY SYSTEM - PROVIDES EXPEDITED DELIVERY OF MATERIALS SUPPORTING THE KUDZU PROJECT. 184086 388295 PROGRAM SERVICES USED IN SUPPORT OF THE EDUCATIONAL AND RESEARCH NEEDS OF THE STUDENTS AND FACULTY SERVED BY ASERL MEMBER INSTITUTIONS. 184086 388295 319478 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X JOHN BURGER 4044132896 C/O GSU LIBRARY 100 DECATUR ST SE ATLANTA GA 303033202 X STANLEY WILDER PRESIDENT 2.00 X X 0 0 0 THOMAS MCNALLY PAST PRESIDENT 0.50 X X 0 0 0 CARRIE COOPER PRESIDENT ELECT 0.50 X X 0 0 0 BOB FOX SECRETARY-TREASURER 0.50 X X 0 0 0 YOLANDA COOPER MEMBER-AT-LARGE 0.50 X 0 0 0 CHARLES ECKMAN MEMBER-AT-LARGE 0.50 X 0 0 0 BONNIE MACEWAN MEMBER-AT-LARGE 0.50 X 0 0 0 0 0 0 0 0 0 1 DUKE UNIVERSITY 411 CHAPEL DRIVE DURHAM NC 27708 MANAGEMENT SERVICES 204255 1 COURIER SERVICE 541900 356684 356684 MEMBERSHIP DUES 541900 249979 249979 OTHER PROJECT/MEETING 541900 31129 31129 637792 33 33 637825 637792 0 33 204254 172775 31479 167 167 4452 3093 1359 310 310 5700 5700 15944 6428 9516 14515 13748 767 1 1 1803 1803 CONTRACT WORK 127857 122315 5542 SPACE RENTALS 8000 8000 SERVICES 3109 28 3081 TELEPHONE 2376 1090 1286 388488 319478 69010 0 421327 572841 12605 4775 433932 577616 277162 171509 277162 171509 X 0 0 0 0 156770 406107 156770 406107 433932 577616 249337 0 X 0 0 0 X 155800 171134 271369 282575 249979 1130857 308556 263773 190624 175629 387813 1326395 464356 434907 461993 458204 637792 2457252 0 0 0 2457252 1123 121 43 28 33 1348 1123 121 43 28 33 1348 465479 435028 462036 458232 637825 2458600 0.99950 0.99910 0.00050 0.00090 X X X 0 0 0 0 0 0 0 0 0 SCHEDULE J, PART III, PAGE 3 DUKE UNIVERSITY, AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO ASERL. THE AMOUNT OF MANAGEMENT SERVICES PROVIDED BY DUKE UNIVERSITY WAS $204,255 DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 3 FOR THE CURRENT FISCAL YEAR, ASERL'S ACTIVITIES WERE MANAGED BY AN EXECUTIVE DIRECTOR WHO WAS EMPLOYED BY DUKE UNIVERSITY, AN UNRELATED NON-PROFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 THE ASERL BOARD ESTABLISHED NEW POLICIES FOR RECORD RETENTION AND WHISTLEBLOWER PROTECTION TO COMPLY WITH IRS REQUIREMENTS. ASERL RECORD RETENTION POLICY AND WHISTLEBLOWER POLICY ARE ON ORGANIZATION'S WEBSITE FOR PUBLIC INSPECTION. THE ORGANIZATION ALSO UPDATED ITS BYLAWS UNDER ARTICLE II, MEMBERSHIP, SECTION 2.3, REQUIREMENTS FOR MEMBERSHIP. THE ORGANIZATION'S BYLAWS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION A, LINE 6 ASERL IS A MEMBERSHIP ORGANIZATION. MEMBERSHIP IN THE ASSOCIATION SHALL BE OPEN TO LIBRARIES OF EDUCATIONAL INSTITUTIONS WITH DOCTORAL DEGREE PROGRAMS AND GOVERNMENTAL AGENCIES HOLDING AND MAINTAINING SIGNIFICANT RESEARCH COLLECTIONS AND SATISFYING THE MEMBERSHIP REQUIREMENTS. MEMBERSHIP IS INSTITUTIONAL; THE DIRECTOR OF EACH MEMBER LIBRARY (OR HIS OR HER DESIGNEE) REPRESENTS THAT LIBRARY AS A MEMBER OF THIS ASSOCIATION. EACH MEMBER LIBRARY IS ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A ASERL'S BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP. EACH ASERL MEMBER REPRESENTATIVE IS ALLOCATED ONE VOTE. THE LIBRARY DEAN/DIRECTOR, FROM THE RESPECTIVE 38 MEMBER LIBRARIES, IS THE REPRESENTATIVE MEMBER. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990 EACH YEAR PRIOR TO IRS SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. EACH BOARD MEMBER SIGNS AN AFFIDAVIT TO INDICATE THEIR UNDERSTANDING OF THE POLICY AND COMPLIANCE WITH IT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ASERL'S EXECUTIVE DIRECTOR IS APPROVED BY THE EXECUTIVE COMMITTEE FOLLOWING A REVIEW OF MARKET CONDITIONS FOR SIMILAR POSTS AT SIMILAR ORGANIZATIONS. THE BOARD PERIODICALLY CONDUCTS A NATIONAL COMPENSATION SALARY SURVEY DRAWN FROM SIMILAR POSTS AT COMPARABLE ORGANIZATIONS FOR THE EXECUTIVE DIRECTOR POSITION. THE PROGRAM COORDINATOR'S SALARY IS SET BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE BOARD PRESIDENT. THE BOARD'S SALARY SURVEY IS DOCUMENTED AS PART OF MEETING MINUTES AND OTHER CORRESPONDENCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE ORGANIZATION'S WEBSITE FOR PUBLIC REVIEW AT ANY TIME. FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST.