2015-06-17T12:30:22-07:00 2014-08-31 990 2013-09-01 362166947 AMERICAN LIBRARY ASSOCIATION AMER 3122805834 50 East Huron Street Chicago IL 606112795 Keith Fiels Executive Director 3122801392 2015-06-18 2013 2016-04-25 22:37:26Z Keith Fiels 50 East Huron Street Chicago IL 606112795 93775815 0 X ala.org X 1876 MA The mission of the American Library Association is to provide leadership for the development, promotion and improvement of library and information services and the profession of librarianship in order to enhance learning and ensure access to information for all. 11 11 315 75 5582068 0 16522474 14631292 23534741 25008930 2145118 2565483 8171943 8259760 50374276 50465465 2320217 1440653 0 0 21427103 20025116 0 0 339286 26233783 25729272 49981103 47195041 393173 3270424 75519302 79526348 44693920 41706274 30825382 37820074 The mission of the American Library Association is to provide leadership for the development, promotion and improvement of library and information services and the profession of librarianship in order to enhance learning and ensure access to information for all. 0 0 9815808 0 0 Mutual membership benefit programs, general/other-Membership services provided in conjunction with member participation. Personal and organizational members totaled 55,300 members as of August 31, 2014. 7270114 0 12560964 Mutual membership benefit programs, general/other-Conferences enable members to keep abreast of the latest technological capabilities, new publications and trends in the profession. Four major conferences, several national forums and a variety of institutes were held during the year. 3354668 0 12430271 Publishing-publishing of trade journals and books to aide the profession. Published 12 trade journals and 52 books on a variety of topics of interest to the profession during the year. 23049071 0 685918 Mutual membership benefit programs, general/other: General activities such as diversity, international relations, accreditation and monitoring legislation. (18 offices/departments) 193856 0 0 Mutual membership benefit programs, general/other: Round Table discussions and activities (20 Round Tables). 1440653 1440653 0 Mutual membership benefit programs, general/other: Programs related to grants and awards as per donor's requirements (810 beneficiaries). 24683580 1440653 685918 45124170 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 816 0 1 315 1 1 1 0 0 0 0 0 0 0 0 1 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL IN MA X L Denise Moritz 3122805834 50 East Huron St Chicago IL 606112795 Barbara Stripling President 5 X X 0 0 0 Courtney Young President-Elect 5 X X 0 0 0 Maureen Sullivan Immediate Past-President 5 X X 0 0 0 Mario Gonzalez Treasurer 5 X X 0 0 0 Robert Banks Board Member 5 X 0 0 0 Dora Ho Board Member 5 X 0 0 0 Mike L Marlin Board Member 5 X 0 0 0 Sara Kelly Johns Board Member 5 X 0 0 0 Alexia Hudson-Ward Board Member 5 X 0 0 0 John Moorman Board Member 5 X 0 0 0 James Neal Board Member 5 X 0 0 0 Michael Porter Board Member 5 X 0 0 0 Keith Fiels Executive Director 35 X 226788 0 22727 Gregory Calloway Associate Executive Director-Finance 35 X 189004 0 23172 Mary Ghikas Senior Associate Executive Director 35 X 197603 0 24831 Emily Sheketoff Associate Executive Director 35 X 149307 0 17544 Don Chatham Associate Executive Director 35 X 156837 0 26306 Cathleen Bourdon Associate Executive Director 35 X 132666 0 14749 Sally Reed Executive Director-United for Libraries 35 X 133792 0 9488 Mary Ellen Davis Executive Director - Association of College & Research Libraries 35 X 122144 0 24467 1308141 0 163284 20 0 1 0 Hall Erickson 98 E Naperville Rd Westmont IL 60559 Trade Show Consulting 389480 The Fifteenth of March PO Box 98 Woodstock IL 60098 Graphic Arts Services 311348 Highwire Press 425 Broadway Street Redwood City CA 94063 Technology Consulting 302573 Corcoran Exhibitions 100 W Monroe St Chicago IL 60611 Trade Show Consulting 252919 Trade Show Events Int'l 11 Magnola Rd Briarcliff Manor NY 105101129 Trade Show Consulting 183928 20 0 8387299 0 0 2306938 3937055 0 14631292 Advertising, net 541800 5582068 0 5582068 0 Sales of materials 511130 1338628 1338628 0 0 Subscriptions 511120 4841352 4841352 0 0 Meetings and conferences 541900 12560964 12560964 0 0 685918 685918 0 0 25008930 1444385 0 0 1444385 0 0 0 0 1886754 1886754 0 0 0 0 43592813 0 42471715 0 1121098 0 1121098 0 0 1121098 0 7088926 838635 6250291 6250291 0 0 Mailing list rental 511140 122715 0 0 122715 0 0 0 0 122715 50465465 27563907 5582068 2688198 1440653 1440653 1052204 438809 613395 14533352 11091590 3235902 205860 869943 643595 214857 11491 2367821 1995716 334499 37606 1201796 889104 296818 15874 185983 44000 141983 111133 111133 202442 202442 331934 242830 89104 4432848 3764709 660737 7402 97541 95541 0 2000 2228128 1851359 369657 7112 592376 236950 355426 602054 601979 75 385211 74580 310631 2193927 2049276 129336 15315 5650692 5518412 127734 4546 359230 240542 118688 3204471 1718146 1485374 951 157681 45977 111704 Bad debt expenses (recovery) 31559 46938 -15379 0 Publication and printing 3458517 3377479 51791 29247 Equipment/furniture rental and repair 525691 352993 172659 39 Internal overhead 40355 7542937 -7504425 1843 937499 617613 319886 0 47195041 45124170 1731585 339286 3215197 2154056 12397093 14422212 711157 556787 3706551 3620805 0 0 170000 170000 1963766 1817310 882730 623379 40390642 27569357 13398994 12821285 34381883 39249249 4691931 4091265 75519302 79526348 5812282 4703077 11924460 11551338 9878205 9088616 17078973 16363243 44693920 41706274 X 25279455 32567080 5031227 4738294 514700 514700 30825382 37820074 75519302 79526348 X 3270424 3765846 0 0 0 -41578 X 0 1 X 1 1 1 X 18872095 15454400 15558659 16522474 14631292 81038920 26536200 22060327 23814049 23581377 25677153 121669106 0 0 0 0 0 0 45408295 37514727 39372708 40103851 40308445 202708026 0 0 0 0 0 0 0 0 0 0 202708026 2049079 3641397 3546210 3496690 3453854 16187230 2049079 3641397 3546210 3496690 3453854 16187230 -25935 -41479 -24536 30655 0 -61295 0 0 47431439 41114645 42894382 43631196 43762299 218833961 0.92631 0.93347 0.07397 0.06720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 202442 202442 41952721 42155163 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 274374 221760 228722 202442 927298 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 15060543 107424 1738540 0 225474 0 16681033 14580901 3550 785684 0 309592 0 15060543 14399308 3428 409394 0 231229 0 14580901 14021075 2878 848928 0 473573 0 14399308 13544838 2921 669778 0 196462 0 14021075 0.9 0.03 0.07 0 0 0 2443394 2443394 0 14153100 9018013 5135087 0 0 0 0 0 18799555 15397487 3402068 0 4994593 3153857 1840736 12821285 0 Post-retirement benefits 16363243 16363243 X 56122110 3765846 0 0 1890801 5656647 50465463 0 2 2 50465465 48154749 0 0 0 959708 959708 47195041 0 0 0 47195041 Schedule D, Part V, Line 4 To hold, invest, reinvest and disburse funds to further the mission of the Association. Schedule D, Part X, Line 2 The Association is a tax-exempt organization under Section 501(c)(3) of the IRC. The ALA/APA is exempt under Section 501(c)(6) of the IRC. These Section 501(c)(3) and Section 501(c)(6) organizations are taxed only on income classified as unrelated business income. The ALA/APA did not have any unrelated business income for the years ending August 31, 2014 and 2013. The Association has income derived from certain advertising activities that has been determined to be unrelated business income. Unrelated business income is taxed in accordance with federal and state income tax regulations. The provision (recovery) for unrelated business income taxes was ($1,740) in 2014 and $6,117 in 2013. The Edwards trust is an exempt private foundation under Section 501(c)(3) of the IRC and is taxed on undistributed income, as defined by the IRC. Tax returns are filed on a calendar-year basis for the Edwards trust. The provision for income taxes was $212 for the calendar year 2013. The tax years ended 2010, 2011 and 2012 are still open to audit for both federal and state purposes. Based on the evaluation of the Association's tax positions, management believes all positions taken would be upheld under an examination; therefore, no provision for the effects of uncertain tax positions has been recorded for the years ended August 31, 2014 and 2013. Schedule D, Part XI, Line 2d Cost of goods sold - $838,635; ALA/Allied Professional Association revenues - $120,320; Edwards Trust operating revenues - $936,577; Edwards Trust non-operating revenues - $36,849; Change in value of related party investment - ($41,580) Schedule D, Part XI, Line 4b Rounding Schedule D, Part XII, Line 2d Cost of goods sold - $838,635; ALA/Allied Professional Association expenses - $119,728; Edwards Trust expenses - $1,349: Rounding - ($4) 1 National Library Week Award 1 3000 General Awards 5 487 Scribes Odyssey Award 1 379 PLA Services to Members 12 12000 PLA Partners 4 5000 ACRL Awards 7 10935 ACRL Scholarships 48 18250 AASL Advisory Services to Members Awards 2 2000 AASL Awards 7 9500 AASL Bound to Stay Bound Travel Grants 30 22500 ALCTS Services to Members 13 17750 RUSA Awards 16 37640 UFL Awards 7 5200 LITA Membership Promotion Awards 8 12600 ALSC Services to Members Awards 2 4000 YALSA Best Buy Awards 2 4000 YALSA Teen Read Week Awards 103 44503 YALSA Teen Tech Week Awards 20 20000 IFRT Awards 2 1500 NMRT Officer Support Awards 3 3000 MAGIRT Honor Award 1 250 LIRT Awards 3 3000 LIRT Officer/Committee Awards 3 3500 LearnRT Award 2 1916 GLBTRT Awards 5 5000 Hornback Scholarship 1 1500 Bogle Award 1 500 Emily Dean Heiman Award 1 800 William Gordon Scholarship 1 2500 Betty Turock Scholarship 1 2500 Spectrum Diversity Scholarships 45 110000 Oakley Award 1 1000 Baber Awards 2 3000 Boyd Military Award 1 5000 Schneider Family Book Awards 4 15000 Lippencott Award 1 1000 Carnegie Whitney Awards 27 41371 Hugh Atkinson Memorial Award 1 3000 Melcher Scholarships 5 14500 Distinguished Service Award 1 1000 YALSA Award 1 500 General Scholarships 11 16000 Clift Scholarship 1 1500 Fyan Awards 2 5000 Elizabeth Futas Award 1 1000 Winsor Award 1 500 Rockosza Award 1 3000 Olofson Award 1 1000 Spectrum Diversity Fellowships 7 211594 IMLS Discovering Librarianship Awards 15 15000 IMLS Library Staff Awards 20 5470 CCF Supported Professional Development & Programming Award 2 9000 Dollar General American Dream Grant and Award 2 121000 Dollar General Beyond Words Awards 6 135000 Carnegie Medal Awards 6 16000 Dollar General Everyone Reads @ Your Library Awards 116 93657 Lyman Sage Scholarships 2 2500 Cicely Pippen Marks Scholarship 1 1500 I Love My Librarian Awards 10 50000 Scholarship Bash Awards 1 2500 Lemony Snicket Award 1 4000 Greenwood Award 1 2000 HW Wilson Award 1 3500 Beta Phi Mu Award 1 1000 Equality Award 1 1000 Gale Research Financial Development Award 1 2500 Grolier Foundation Award 1 1000 Dewey Medal Award 1 2000 EBSCO Scholarships 12 12903 Info Today Library Future Award 1 1500 Excellence in Library Programming Award 1 5000 Gladys Krieble Delmas Awards 10 5000 Putnam Grosset Awards 5 8800 Friends of ALSC Award 1 1000 Friends of YALSA Awards 18 13234 Eisner Foundation Graphic Novel Grants 2 4000 International Book Fair 112 11178 LITA External Relations Awards 2 7600 NEH Muslim Journey Grants 19 19000 ASCLA Emerging Leader Award 1 1000 RUSA Emerging Leader Award 1 1000 PPO-Gates Foundation - Libraries Transforming Communities Public Innovator Cohort Grants 10 80000 Other 20 110136 Schedule I, Part I, Line 2 Recipients of grants and other assistance from the American Library Association are those individuals and units engaged in the furtherance of the dissemination of information of value to the profession. The disbursements are authorized by Officers, Division Heads and Unit Heads and are in compliance with the rules established by the Executive Board, Council and the rules and bylaws of the Association. Recipients, where appropriate, report to the Association on the progress of their studies and completion of projects. X X X X 0 0 0 0 0 0 0 0 0 Keith Fiels Executive Director 226788 0 0 0 0 0 15561 0 7166 0 249515 0 0 0 Mary Ghikas Senior Associate Executive Director 197603 0 0 0 0 0 13787 0 11044 0 222434 0 0 0 Gregory Calloway Associate Executive Director-Finance 189004 0 0 0 0 0 11888 0 11284 0 212176 0 0 Emily Sheketoff Associate Executive Director 149307 0 0 0 0 0 10397 0 7147 0 166851 0 0 0 Don Chatham Associate Executive Director 156837 0 0 0 0 0 10787 0 15519 0 183143 0 0 0 Form 990, Part VI, Section A, Line 6 The organization is a stockless corporation governed by its membership. Form 990, Part VI, Section A, Line 7a The organization's members elect the governing body, the Executive Board. Form 990, Part VI, Section A, Line 7b Dues for personal members shall be set by the Executive Board with approval by a vote of the Council and subject to a mail vote of the personal members. Changes to organizational documents are subject to membership approval. Form 990, Part VI, Section B, Line 11b Form 990 is prepared internally and reviewed by the Association's independent accountant. An electronic Form 990 is provided to the Executive Board prior to filing. Form 990, Part VI, Section B, Line 12c Executive Board members are required to sign and submit a conflict of interest policy on an annual basis. All Association employees, including key employees, are required to sign a conflict of interest statement upon employment. An annual affirmation of the policy is planned. Form 990, Part VI, Section B, Line 15 The compensation levels for the Executive Director, key employees and all other staff are approved by the Executive Board during the annual budget process. The Executive Director has a written employment contract. Compensation levels are determined with reference to other comparable organizations through a review of Form 990 filings and compensation surveys/studies. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents available online via its website. Form 990, Form 990-T, audited financial statements and the conflict of interest policy are available to the public upon written request. Form 990, Part XI, Line 9 Change in value of related party investment - ($41,580); Rounding $2 ALA Allied Professional Association 50 East Huron St Chicago IL 606112795 320077152 Promotion of Librarians IL 501 (C) (6) N/A 1 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 ALA Allied Professional Association a-i 5355 FMV ALA Allied Professional Association d 170000 Cash basis