OCLC INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: OCLC INC (EIN 31-0734115)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-12
IRS object ID: 201441329349302694
Schema version: 2012v2.1
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)
Timestamp	2014-05-12T13:42:34-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	310734115	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	OCLC ONLINE COMPUTER LIBRARY CENTER INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OCLC	NameControl
Phone	6147646000	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	RICK J SCHWIETERMAN	Name
Title	EXEC VP & CFO	Title
Phone	6147646000	Phone
Date Signed	2014-05-12	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ANNE FULTON	Name
PTIN	P00941863	PTIN
Phone	3124861000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	RICK J SCHWIETERMAN	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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	384764811	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	OCLC.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1967	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	958	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	80263	TotalGrossUBI
Net Unrelated Business Txbl Income	42553	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	1695065	ContributionsGrantsPriorYear
Contributions Grants Current Year	2771624	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	165038864	ProgramServiceRevenuePriorYear
Program Service Revenue CY	201123040	ProgramServiceRevenueCY
Investment Income Prior Year	19007687	InvestmentIncomePriorYear
Investment Income Current Year	13891093	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2366902	OtherRevenuePriorYear
Other Revenue Current Year	478134	OtherRevenueCurrentYear
Total Revenue Prior Year	188108518	TotalRevenuePriorYear
Total Revenue Current Year	218263891	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	183611	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	187401	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	85825322	SalariesEtcPriorYear
Salaries Etc Current Year	116659926	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	91083664	OtherExpensePriorYear
Other Expenses Current Year	99152961	OtherExpensesCurrentYear
Total Expenses Prior Year	177092597	TotalExpensesPriorYear
Total Expenses Current Year	216000288	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	11015921	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2263603	RevenuesLessExpensesCY
Total Assets BOY	351228746	TotalAssetsBOY
Total Assets EOY	391597055	TotalAssetsEOY
Total Liabilities BOY	114545032	TotalLiabilitiesBOY
Total Liabilities EOY	146620492	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	236683714	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	244976563	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	196294662	Expense
Grants	187401	Grants
Revenue	201271396	Revenue
Description	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 303 MILLION RECORDS AND MORE THAN 2.03 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 NOW ACCESS WORLDCAT FROM THE INTERNET AND BE DIRECTED TO INDIVIDUAL LIBRARY CATALOGS FROM THEIR SEARCHES.IN 2011, OCLC BEGAN PROVIDING ITS NEW WORLDSHARE MANAGEMENT SERVICES, AN INTEGRATED SYSTEM OF LIBRARY SERVICES PROVIDED IN THE INTERNET CLOUD. ALL OCLC SERVICES ARE DESIGNED TO INCREASE THE AVAILABILITY OF LIBRARY RESOURCES AND LOWER THE RATE OF RISE OF LIBRARY COSTS. 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.FOR FISCAL YEAR ENDED JUNE 30, 2013, LIBRARIES USED OCLC SERVICES TO:CATALOG 582.4 MILLION ITEMS ONLINE AND VIA BATCHLOAD ADD 29.6 MILLION RECORDS TO THE WORLDCAT DATABASEARRANGE 8.9 MILLION INTERLIBRARY LOANSPERFORM 46.2 MILLION END-USER REFERENCE SEARCHES ON THEOCLC FIRSTSEARCH SERVICEPERFORM 227 MILLION CLICK-THROUGHS FROM PARTNER SITES ONTHE WEB TO THE WORLDCAT.ORG LANDING PAGEADD 32.6 MILLION RECORDS TO WORLDCAT FOR DIGITAL OBJECTS VIATHE WORLDCAT DIGITAL COLLECTION GATEWAY.IN 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 160 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.	Description
Total Program Service Expense	196294662	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	1	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	1	MoreThan5000KToOrganizations
More Than5000 K To Individuals	1	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	1	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	178	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	958	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	CA	NameOfForeignCountry
Name Of Foreign Country	MX	NameOfForeignCountry
Name Of Foreign Country	CH	NameOfForeignCountry
Name Of Foreign Country	CJ	NameOfForeignCountry
Name Of Foreign Country	NL	NameOfForeignCountry
Name Of Foreign Country	FR	NameOfForeignCountry
Name Of Foreign Country	GM	NameOfForeignCountry
Name Of Foreign Country	SZ	NameOfForeignCountry
Name Of Foreign Country	UK	NameOfForeignCountry
Name Of Foreign Country	AS	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	1	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	IN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RICK J SCHWIETERMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6147646000	TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (40 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
LARRY P ALFORD
TRUSTEE	10.00	X	78750	0	0
ED BARRY
TRUSTEE	7.00	X	42000	0	0
MARY M FARRELL
TRUSTEE	6.00	X	48500	0	0
ANTHONY FERGUSON
TRUSTEE	6.00	X	34996	0	0
BERNADETTE GRAY-LITTLE
VICE CHAIR	11.00	X	34996	0	0
CINDY HILSHEIMER
TRUSTEE	10.00	X	31667	0	0
KATHLEEN IMHOFF
TRUSTEE	9.00	X	44500	0	0
JAMES NEAL
TRUSTEE	10.00	X	32496	0	0
BRUCE NEWELL
TRUSTEE (END NOV 2012)	6.00	X	36996	0	0
ELISABETH NIGGEMANN
TRUSTEE (END NOV 2012)	6.00	X	36996	0	0
LORETTA PARHAM
TRUSTEE (START NOV 2012)	6.00	X	5833	0	0
JOHN R PATRICK
TRUSTEE	9.00	X	39000	0	0
DAVID ROSELLE
TRUSTEE	6.00	X	28996	0	0
BRIAN SCHOTTLAENDER
TRUSTEE	9.00	X	32000	0	0
LIZABETH A WILSON
TRUSTEE (END NOV 2012)	6.00	X	40310	0	0
BARBARA LISON
TRUSTEE (START NOV 2012)	6.00	X	0	0	0
SANDRA YEE
CHAIR	17.00	X	55312	0	0
JENNIFER YOUNGER
TRUSTEE (START NOV 2012)	6.00	X	4833	0	0
ROBERT L JORDAN
PRESIDENT & CEO	55.00	X	1450634	0	52154	X
RICK J SCHWIETERMAN
EXECUTIVE VP AND CFO	55.00		558253	0	52247	X
JAMES T HOUFEK
VP & GENERAL COUNSEL	45.00		298175	0	34796	X
BRUCE CROCCO
VP LIBR SVCS FOR AMERICA	45.00		212083	0	33635	X
LORCAN DEMPSEY
VP RESEARCH & STRATEGIST	40.00		328666	0	48483	X
CATHERINE DE ROSA
VP GLOBAL MARKETING	40.00		316681	0	47358	X
JIM MICHALKO
VP RLG PROGRAMS	40.00		257529	0	42163	X
ROBIN MURRAY
VP, GLOBAL PRODUCT MGMT	40.00		305644	0	11932	X
GEORGE NEEDHAM
VP GLOBAL COUNCILS	45.00		135583	0	30735	X
WILLIAM NILGES
VP BUSINESS DEVELOPMENT	40.00		244492	0	38881	X
GENE OLIVER
VP INFORMATION TECHNOLOGY	45.00		201670	0	47056	X
TAMMI SPAYDE
VP, HUMAN RESOURCES	50.00		245695	0	41129	X
MICHAEL TEETS
VP ENTERPRISE ARCHITECTURE	50.00		245656	0	38755	X
ANDREW WANG
VP, OCLC ASIA PACIFIC	50.00		264679	0	35249	X
GREG ZICK
VP, GLOBAL ENGINEERING	40.00		306338	0	47929	X
ERIC VAN LUBEEK
MANAGING DIRECTOR EMEA	50.00		315073	0	40071		X
NORBERT WEINBERGER
MANAGING DIRECTOR	40.00		267591	0	0		X
ANDY BUSH
EXEC DIRECTOR US LIBR SERV	45.00		190681	0	33295			X
TOM HICKEY
CHIEF SCIENTIST	40.00		211038	0	37416			X
SONDRA KOWALUK
CORPORATE CONTROLLER	45.00		199867	0	40381			X
CHRISTOPHER THEWLIS
REGIONAL MGR AUSTRALIA	40.00		201075	0	14014			X
MARTY WITHROW
DIRECTOR DEVELOPMENT	40.00		177709	0	28835			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	7562993	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	796514	TotalOtherCompensation
Number Individuals GT100 K	250	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BAKER AND TAYLOR
2550 W TYBOLA ROAD	CHARLOTTE	NC	28217	CATALOGING SERVICES	342912
MID AMERICAN CLEANING CONTRACTORS
750 BUCKEYE ROAD	LIMA	OH	45804	JANITORIAL SERVICES	316452
SUPERIOR GROUP
740 WATERMAN AVENUE	COLUMBUS	OH	43215	ELECTRICAL CONTRACTOR	296463
RAY AND BARNEY GROUP INC
565 METRO PLACE SOUTH SUITE 300-30	DUBLIN	OH	43017	RECRUITING SERVICES	250300
LIBRARY OF CONGRESS
101 INDEPENDENCE AVE SE	WASHINGTON	DC	20540	DEWEY EDITORIAL SERVICES	249969

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	23	NumberOfContractorsGT100K
Government Grants	699802	GovernmentGrants
All Other Contributions	2071822	AllOtherContributions
Total Contributions	2771624	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
METADATA SERVICES	519100	92759493	92759493
RESOURCE SHARE SVCS	519100	46554421	46554421
REFERENCE SERVICES	519100	22497240	22497240
INTEGRATED LIBRARY SYS	519100	20931256	20931256
DIGITAL SERVICES	519100	4923892	4923892

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	13456738	TotalRevenueColumn
Related Or Exempt Function Income	13456738	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	201123040	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	6429342	TotalRevenueColumn
Exclusion	$6,429,342	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	1687201	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	1437686	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	249515	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	249515	TotalRevenueColumn
Exclusion	$249,515	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	172102016	Securities
Other	13681	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	162342456	Securities
Other	2311490	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	9759560	Securities
Other	-2297809	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	7461751	TotalRevenueColumn
Exclusion	$7,461,751	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	557644	GrossSalesOfInventory
Cost Of Goods Sold	409288	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	148356	TotalRevenueColumn
Related Or Exempt Function Income	148356	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue
WEB LINKING COMMISSION	519100	81936	81936
MISC. REVENUE-UNRELATE	900099	-1673	-1673

Field	Value	IRS element (for citing)
Total Other Revenue	80263	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	218263891	TotalRevenueColumn
Related Or Exempt Function Income	201271396	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	80263	UnrelatedBusinessRevenue
Exclusion	$14,140,608	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	120708	Total
Program Services	120708	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	66693	Total
Program Services	66693	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	6928367	Total
Program Services	3385929	ProgramServices
Management And General	3542438	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	89999862	Total
Program Services	81731480	ProgramServices
Management And General	8268382	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	7027832	Total
Program Services	6473884	ProgramServices
Management And General	553948	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	6733870	Total
Program Services	5558529	ProgramServices
Management And General	1175341	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	5969995	Total
Program Services	5537499	ProgramServices
Management And General	432496	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	862388	Total
Management And General	862388	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	688509	Total
Management And General	688509	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1179221	Total
Management And General	1179221	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	6009684	Total
Program Services	5610211	ProgramServices
Management And General	399473	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1580198	Total
Program Services	1580198	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	3345114	Total
Program Services	3251320	ProgramServices
Management And General	93794	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	6404608	Total
Program Services	6107937	ProgramServices
Management And General	296671	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	4727443	Total
Program Services	4727443	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	6446532	Total
Program Services	5713054	ProgramServices
Management And General	733478	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	5537586	Total
Program Services	4888111	ProgramServices
Management And General	649475	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	835636	Total
Program Services	827672	ProgramServices
Management And General	7964	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	982813	Total
Program Services	982813	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	21739603	Total
Program Services	21704805	ProgramServices
Management And General	34798	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	639349	Total
Program Services	568464	ProgramServices
Management And General	70885	ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
IFM LENDING CREDITS	13683284	13683284
PROGRAM INCENTIVES	11100680	11100680
UNREL BUS INC TAX	35258	35258

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	13355055	Total
Program Services	12638690	ProgramServices
Management And General	716365	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	216000288	Total
Program Services	196294662	ProgramServices
Management And General	19705626	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	3002	BOY
EOY	3640	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	14446907	BOY
EOY	30280319	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	255624	BOY
EOY	271739	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	36041638	BOY
EOY	31494204	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	50000	BOY
EOY	50000	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	321526	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	3142147	BOY
EOY	800302	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5472475	BOY
EOY	6371651	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	133948925	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	88630153	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	37847525	BOY
EOY	45318772	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	178105126	BOY
EOY	202262879	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	57053698	BOY
EOY	67446815	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	18489078	BOY
EOY	7296734	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	351228746	BOY
EOY	391597055	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	18073236	BOY
EOY	25382504	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	26173926	BOY
EOY	35854633	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	37888622	BOY
EOY	50095260	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	32409248	BOY
EOY	35288095	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	114545032	BOY
EOY	146620492	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	236683714	BOY
EOY	244976563	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	236683714	BOY
EOY	244976563	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	351228746	BOY
EOY	391597055	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	2263603	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	8147469	ReconciliationUnrealizedInvest
Reconcilation Other Changes	-2118223	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6906824	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5266183	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2538297	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1695065	CurrentTaxYearMinus1Year
Current Tax Year	2771624	CurrentTaxYear
Total	19177993	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	201302146	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	191009715	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	172428836	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	166932640	CurrentTaxYearMinus1Year
Current Tax Year	201680684	CurrentTaxYear
Total	933354021	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	208208970	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	196275898	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	174967133	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	168627705	CurrentTaxYearMinus1Year
Current Tax Year	204452308	CurrentTaxYear
Total	952532014	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6372377	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4939971	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1680595	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	920565	CurrentTaxYearMinus1Year
Current Tax Year	1623808	CurrentTaxYear
Total	15537316	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4461101	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4603165	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	5125208	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4111746	CurrentTaxYearMinus1Year
Current Tax Year	3678595	CurrentTaxYear
Total	21979815	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10833478	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9543136	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6805803	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5032311	CurrentTaxYearMinus1Year
Current Tax Year	5302403	CurrentTaxYear
Total	37517131	Total

Field	Value	IRS element (for citing)
Public Support Total509	915014883	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7472163	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	7421518	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8299466	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	12748260	CurrentTaxYearMinus1Year
Current Tax Year	8116543	CurrentTaxYear
Total	44057950	Total

Post1975 UBTI Post1975UBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	62442	CurrentTaxYearMinus1Year
Current Tax Year	37170	CurrentTaxYear
Total	99612	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7472163	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	7421518	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8299466	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	12810702	CurrentTaxYearMinus1Year
Current Tax Year	8153713	CurrentTaxYear
Total	44157562	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	215681133	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	203697416	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	183266599	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	181438407	CurrentTaxYearMinus1Year
Current Tax Year	212606021	CurrentTaxYear
Total	996689576	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.91810	PublicSupportPercentage509
Prior Year Support Percentage	0.90720	PriorYearSupportPercentage
Investment Income Percentage	0.04430	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.04190	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9765121	OtherCostOrOtherBasis
Book Value	9765121	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	69243971	OtherCostOrOtherBasis
Depreciation	43912859	Depreciation
Book Value	25331112	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1967227	OtherCostOrOtherBasis
Depreciation	1025609	Depreciation
Book Value	941618	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	52972606	OtherCostOrOtherBasis
Depreciation	43691685	Depreciation
Book Value	9280921	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	45318772	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
DEFERRED RETIREMENT	$1,285,887
POST RETIREMENT BENEFITS	$8,536,850
MEMBERS SUBSCRIPTION BALANCES	$21,705,000
OTHER LIABILITIES	$3,760,358

Field	Value	IRS element (for citing)
Total Of Amounts	35288095	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	Identifier
Return Reference	PART X, LINE 2:	ReturnReference
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, 2013 AND 2012, 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.	Explanation

Schedule F IRS990ScheduleF

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

Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
EAST ASIA AND THE PACIFIC	2	25	PROGRAM SERVICES	OFFICES IN CHINA AND AUSTRALIA PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES	3403000
NORTH AMERICA (OUTSIDE USA)	2	9	PROGRAM SERVICES	OFFICES PROVIDING INFORMATION ABOUT OCLC SERVICES TO LIBRARIES	604000
NORTH AMERICA (OUTSIDE USA)	1	37	PROGRAM SERVICES	PROVIDING TECHNICAL SERVICES TO LIBRARIES	2342000
EUROPE	8	300	PROGRAM SERVICES	FOUR DISREGARDED ENTITIES PROVIDING LIBRARY SERVICES AND SUPPORT TO LIBRARIES IN EUROPE	33765000
EAST ASIA AND THE PACIFIC	0	0	ONE TRUSTEE ATTENDED AN OCLC REGIONAL COUNCILMEETING		1000
EUROPE	0	0	TWO TRUSTEES ATTENDEDAN OCLC REGIONAL COUNCIL MEETING		5000
EUROPE	0	0	THREE TRUSTEES ATTENDED A GLOBAL COUNCIL MEETING		10000
EAST ASIA AND THE PACIFIC	0	0	GOVERNANCE (REGIONAL COUNCIL MEETING)		60000
EUROPE	0	0	GOVERNANCE (REGIONAL COUNCIL MEETING)		210000

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	13	SubtotalNumberOfOffices
Subtotal Number Of Employees	371	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	13	TotalNumberOfOffices
Total Number Of Employees	371	TotalNumberOfEmployees
Subtotal Amount Spent	40190000	SubtotalAmountSpent
Cont Amount Spent	210000	ContAmountSpent
Total Amount Spent	40400000	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

Field	Value	IRS element (for citing)
Region	NORTH AMERICA - CANADA AND MEXICO, BUT	Region
Purpose Of Grant	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT	PurposeOfGrant
Amount Of Cash Grant	15000	AmountOfCashGrant
Manner Of Cash Disbursement	CHECK	MannerOfCashDisbursement

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	1	TotalNumberOf501c3Orgs

Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Method Of ValuationMethodOfValuation
FELLOWSHIPS FOR EDUCATIONAL PROGRAM FOR EARLY CAREER LIBRARIANS FROM DEVELOPING COUNTRIES	CENTRAL AMERICA AND THE CARIBBEAN	1	400	CASH STIPEND OF $100 PER WEEK	8677	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	2	800	CASH STIPEND OF $100 PER WEEK	18542	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	EUROPE	1	400	CASH STIPEND OF $100 PER WEEK	6822	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	1	400	CASH STIPEND OF $100 PER WEEK	10736	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	0	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	0	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	1	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:	Identifier
Explanation	SCHEDULE F, 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.	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
AMERICAN LIBRARY ASSOCIATION
50 EAST HURON STREET	CHICAGO	IL	60611	362166947	501(C)(3)	16150	OPERATING SUPPORT AND FUNDING FOR THE MANN AND DEWEY AWARDS
COSI COLUMBUS
333 W BROAD STREET	COLUMBUS	OH	43215	314383802	501(C)(3)	10000	OPERATING SUPPORT
FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION
2000 LEVY AVENUE BLDG A	TALLAHASSEE	FL	32310	593211153	501(C)(3)	14998	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT
UNIVERSITY OF ILLINOIS FOUNDATION
1305 W GREEN STREET	URBANA	IL	61801	376006007	501(C)(3)	7200	OPERATING SUPPORT
UNITED WAY OF CENTRAL OHIO
360 SOUTH THIRD STREET	COLUMBUS	OH	43215	314393712	501(C)(3)	10000	OPERATING SUPPORT
UNIVERSITY OF WISCONSIN
21 N PARK STREET SUITE 6401	MADISON	WI	53715	391805963	115	14982	LIBRARY AND INFORMATION SCIENCE RESEARCH GRANT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	6	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: 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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Discretionary Spending Account	X	DiscretionarySpendingAccount
Payments For Use Of Residence	X	PaymentsForUseOfResidence
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ROBERT L JORDAN
PRESIDENT & CEO	783540	0	592135	0	74959	0	35507	0	16647	0	1502788	0	0	0
RICK J SCHWIETERMAN
EXECUTIVE VP AND CFO	346573	0	192553	0	19127	0	33531	0	18716	0	610500	0	0	0
JAMES T HOUFEK
VP & GENERAL COUNSEL	203559	0	84352	0	10264	0	24729	0	10067	0	332971	0	0	0
BRUCE CROCCO
VP LIBR SVCS FOR AMERICA	151435	0	56711	0	3937	0	13841	0	19794	0	245718	0	0	0
LORCAN DEMPSEY
VP RESEARCH & STRATEGIST	218700	0	88332	0	21634	0	27028	0	21455	0	377149	0	0	0
CATHERINE DE ROSA
VP GLOBAL MARKETING	218671	0	95245	0	2765	0	27173	0	20185	0	364039	0	0	0
JIM MICHALKO
VP RLG PROGRAMS	205871	0	44195	0	7463	0	25464	0	16699	0	299692	0	0	0
ROBIN MURRAY
VP, GLOBAL PRODUCT MGMT	224355	0	78943	0	2346	0	11324	0	608	0	317576	0	0	0
GEORGE NEEDHAM
VP GLOBAL COUNCILS	119366	0	12870	0	3347	0	12719	0	18016	0	166318	0	0	0
WILLIAM NILGES
VP BUSINESS DEVELOPMENT	169585	0	72952	0	1955	0	19715	0	19166	0	283373	0	0	0
GENE OLIVER
VP INFORMATION TECHNOLOGY	160403	0	38450	0	2817	0	19171	0	27885	0	248726	0	0	0
TAMMI SPAYDE
VP, HUMAN RESOURCES	174183	0	68649	0	2863	0	20588	0	20541	0	286824	0	0	0
MICHAEL TEETS
VP ENTERPRISE ARCHITECTURE	168947	0	74984	0	1725	0	19590	0	19165	0	284411	0	0	0
ANDREW WANG
VP, OCLC ASIA PACIFIC	175467	0	76163	0	13049	0	20589	0	14660	0	299928	0	0	0
GREG ZICK
VP, GLOBAL ENGINEERING	221937	0	78116	0	6285	0	27989	0	19940	0	354267	0	0	0
ERIC VAN LUBEEK
MANAGING DIRECTOR EMEA	234610	0	70630	0	9833	0	40071	0	0	0	355144	0	0	0
NORBERT WEINBERGER
MANAGING DIRECTOR	204998	0	52992	0	9601	0	0	0	0	0	267591	0	0	0
ANDY BUSH
EXEC DIRECTOR US LIBR SERV	127036	0	58888	0	4757	0	13449	0	19846	0	223976	0	0	0
TOM HICKEY
CHIEF SCIENTIST	174772	0	33394	0	2872	0	20740	0	16676	0	248454	0	0	0
SONDRA KOWALUK
CORPORATE CONTROLLER	162190	0	35830	0	1847	0	19214	0	21167	0	240248	0	0	0
CHRISTOPHER THEWLIS
REGIONAL MGR AUSTRALIA	175180	0	25895	0	0	0	14014	0	0	0	215089	0	0	0
MARTY WITHROW
DIRECTOR DEVELOPMENT	140984	0	33455	0	3270	0	15377	0	13458	0	206544	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART I, LINE 1A	TRAVEL FOR COMPANIONS: 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: ROBERT L. JORDAN, PRESIDENT AND CEO, RECEIVES A $10,000 FINANCIAL PLANNING ALLOWANCE, A $5,000 ACCOUNTING ALLOWANCE AND A $14,400 AUTOMOBILE ALLOWANCE FOR WHICH HE IS NOT ACCOUNTABLE TO THE ORGANIZATION AND ALL ARE FULLY INCLUDED IN TAXABLE INCOME. 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 ALLOWANCE OF $3,600 ANNUALLY FOR BUSINESS USE OF HIS PERSONAL RESIDENCE. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES: ROBERT L. JORDAN, PRESIDENT AND CEO, HAS A COUNTRY CLUB MEMBERSHIP. THE DUES ARE EITHER PAID DIRECTLY BY OCLC OR PAID BY MR. JORDAN AND REIMBURSED BY OCLC. BUSINESS EXPENSES INCURRED ARE REIMBURSED UNDER AN ACCOUNTABLE PLAN. DUES PAID OR REIMBURSED BY OCLC ARE REPORTED AS TAXABLE COMPENSATION TO THE EXTENT OF REPORTED PERSONAL USE BY MR. JORDAN.
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 PARTICIPATE IN BOTH THE MIP AND THE LTIP. 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 ASSESSMENT OCCURRED 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 (APPROXIMATELY 120 MANAGERS) AND IS BASED ON A WEIGHTED AVERAGE OF PERFORMANCE OBJECTIVES. ALL PARTICIPANTS HAVE 40% OF THEIR POTENTIAL INCENTIVE ALIGNED WITH ENTERPRISE REVENUE AND CONTRIBUTION TARGETS. (CONTRIBUTION REFERS TO THE EXCESS OF REVENUES OVER EXPENSES, IF ANY). SOME MIP PARTICIPANTS MAY ALSO HAVE A WEIGHTING FOR REVENUE AND CONTRIBUTION OF SPECIFIC PRODUCT SEGMENTS FOR WHICH THEY HAVE RESPONSIBILITY. THE LTIP IS A PERFORMANCE-BASED COMPENSATION PROGRAM FOR OFFICERS BASED ON LONG-TERM OBJECTIVES. THE OCLC BOARD OF TRUSTEES ESTABLISHES THE PLAN'S TARGET OBJECTIVES WHICH ARE BASED ON LONG-TERM REVENUE, CONTRIBUTION AND MEMBER ENGAGEMENT METRICS. THE INCENTIVE PLAN ACHIEVEMENT ON FINANCIAL MEASURES IS BASED ON AUDITED RESULTS FOR OCLC AND ITS 100 % OWNED SUBSIDIARIES.
PART III	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 PARTICIPANTS 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 OCLCS 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: LIZABETH A WILSON TRUSTEE ROBERT L JORDAN 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 COUNCIS	SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
A	571239430	2008-05-23	20000000	TO FINANCE THE ACQUISITION OF OFFICE SYSTEMS, EQUIPMENT, AND DATABASES	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
B	571239430	2009-08-10	30000000	TO REFUND BONDS ISSUED 12/19/1998,ACQUIRE OFFICE SYSTEMS,EQUIPMENT	0	0	0
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
C	571239430	2013-06-19	24000000	TO FINANCE THE ACQUISITION OF OFFICE SYSTEMS, COMPUTERS, AND DATABASES	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Other Spent ProceedsOtherSpentProceeds
A	13820611	20012780	20012780	2008	0	1	1
B	10084129	30000000	12314796	2009	1	1	1	161760	17523444
C		24000000	23931500	2013	0	1	1	68500

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	1
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	1
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebate	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	1	1
B	1	1
C	1	1

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	1
B	1
C	1

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	SCHEDULE K, PART I AND II	Identifier
Return Reference	ITEM A	ReturnReference
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	Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

Field	Value	IRS element (for citing)
Name Person	LORCAN DEMPSEY	NamePerson
Relationship With Organization	OFFICER	RelationshipWithOrganization
Purpose Of Loan	PART V	PurposeOfLoan
Loan From Organization	X	LoanFromOrganization
Original Principal	$50,000	OriginalPrincipalAmount
Balance Due	50000	BalanceDue
Default	0	Default
Approved By Board	0	ApprovedByBoard
Written Agreement	1	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	50000	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
CLAIRE COCCO
DAUGHTER OF OFFICER	136791	EMPLOYMENT FAMILY MEMBER OF AN OCLC OFFICER	0
SONYA OLIVER
SPOUSE OF OFFICER	94261	EMPLOYMENT FAMILY MEMBER OF AN OCLC OFFICER	0

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	SCHEDULE L, PART II	Identifier
Return Reference	LOAN TO LORCAN DEMPSEY	ReturnReference
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.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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 2	TWO CURRENT TRUSTEES (EDWARD BARRY AND JOHN PATRICK) WERE BOTH BOARD MEMBERS OF KNOVEL, INC. DURING PART OF OCLC'S REPORTING YEAR.
FORM 990, PART VI, SECTION A, LINE 4	THE CODE OF REGULATIONS AND THE BY-LAWS WERE AMENDED ON SEPTEMBER 17,2012 TO REMOVE THE OFFICE OF PRESIDENT AND CEO OF OCLC FROM THE BOARD OF TRUSTEES, EFFECTIVE JULY 1, 2013. ALSO, ANY CURRENT EMPLOYEE OF OCLC WAS PROHIBITED FROM ELECTION TO THE BOARD OF TRUSTEES.
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 (EXCEPT FOR THE CEO) 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: WWW.OCLC.ORG/EN-US/ABOUT/TRUSTEES/COMPENSATION/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/SUSTAINABILITY/FINANCIAL.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/EN-US/CAREERS/PEOPLE/CODE.HTML IN ADDITION, THE ANNUAL REPORT (INCLUDING CONDENSED FINANCIAL STATEMENTS) IS PROVIDED TO THE DIRECTORS OF ALL GOVERNING MEMBERS. THE ANNUAL REPORT IS ALSO AVAILABLE ON THE OCLC WEBSITE. HTTP://WWW.OCLC.ORG/EN-US/ABOUT/SUSTAINABILITY.HTML
FORM 990, PART XI, LINE 9:	FOREIGN CURRENCY TRANSLATION 349,358. UNREALIZED GAIN POST RETIREMENT PLAN -2,556,934. INCOME ON INVESTMENT IN SUBSIDIARIES 89,353.	CHANGES IN NET ASSETS OR FUND BALANCES:
	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: WWW.OCLC.ORG/EN-US/ABOUT/TRUSTEES/COMPENSATION/COMPENSATION_Q_AND_A.HTM	PHILOSOPHY STATEMENT ON BOARD OF TRUSTEES COMPENSATION

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)

Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	CountryAddressForeign/Country	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Total IncomeTotalIncome	EOY AssetsEOYAssets	Business Name Line1DirectControllingEntityName/BusinessNameLine1
OCLC EMEA BV
SCHIPHOLWEG 99 2300 AW	LEIDEN	NL	981065403	HOLDING COMPANY	NL	1976993	13358729	OCLC ONLINE COMPUTER LIBRARY CENTER INC
OCLC BV
SCHIPHOLWEG 99 2300 AW	LEIDEN	NL	981065524	INFORMATION SERVICES	NL	17024941	12209110	OCLC EMEA BV
OCLC GMBH
GRUNWALDER WEG 28G	82041 OBERHACHING	GM	981063976	INFORMATION SERVICES	GM	18054772	8951588	OCLC EMEA BV
OCLC (UK) LIMITED
8 ST MARYS GATE	SHEFFIELD S1 4LW	UK	981067510	INFORMATION SERVICES	UK	9247119	6114071	OCLC EMEA BV

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Controlled OrgControlledOrg	Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	CountryAddressForeign/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Share Of Total IncomeShareOfTotalIncome
OCLC INFORMATION DISTRIBUTION INC
6565 KILGOUR PLACE	DUBLIN	OH	43017	870374788	INFORMATION SERVICES	OH	OCLC ONLINE COMPUTER LIBRARY CENTER INC	C	221330	1.00000	1
OCLC AG
					INFORMATION SERVICES		OCLC GMBH	C	490654	1.00000	1	ST JAKOB-STRASSE 96	CH-4052 BASEL	SZ	SZ	724205

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg