ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES INC (EIN 58-2598596)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201311309349303056
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T15:02:18-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721396621 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAMLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4360 CHAMBLEE DUNWOODY RD STE 420 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30341 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582598596 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION OF SOUTHEASTERN RESEARCH | BusinessNameLine1 |
| Business Name Line2 | LIBRARIES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSO | NameControl |
| Phone | 9196812531 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 CHAPEL DRIVE/226A BOSTOCK | AddressLine1 |
| Address Line2 | LIBRARY NO 90182 | AddressLine2 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 277089984 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BURGER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9196812531 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLA P BROWNLEE | Name |
| PTIN | P00746452 | PTIN |
| Phone | 7704576606 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN BURGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 CHAPEL DRIVE/226A BOSTOCK | AddressLine1 |
| Address Line2 | LIBRARY NO 90 | AddressLine2 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 277089984 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 435028 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASERL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE EDUCATIONAL AND RESEARCH NEEDS OF THE STUDENTS AND FACULTY SERVED BY ASERL MEMBER INSTITUTIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 464356 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 434907 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1123 | InvestmentIncomePriorYear |
| Investment Income Current Year | 121 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 465479 | TotalRevenuePriorYear |
| Total Revenue Current Year | 435028 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 483763 | OtherExpensePriorYear |
| Other Expenses Current Year | 446514 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 483763 | TotalExpensesPriorYear |
| Total Expenses Current Year | 446514 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18284 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11486 | RevenuesLessExpensesCY |
| Total Assets BOY | 241301 | TotalAssetsBOY |
| Total Assets EOY | 262776 | TotalAssetsEOY |
| Total Liabilities BOY | 156325 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 189286 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 84976 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 73490 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 58160 | Expense |
| Revenue | 20105 | Revenue |
| Description | WORKSHOPS AND MEETINGS ARE PROVIDED FOR MEMBERS TO ENABLE PARTICIPATION IN NETWORKING AND PROFESSIONAL DEVELOPMENT ACTIVITIES RELATED TO RESEARCH LIBRARIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 134492 | Expense |
| Revenue | 297151 | Revenue |
| Description | 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 KUDSU PARTNERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 185513 | Expense |
| Revenue | 117651 | Revenue |
| Description | LANTER DELIVERY SYSTEM - PROVIDES EXPEDITED DELIVERY OF MATERIALS SUPPORTING THE KUDZU PROJECT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 378165 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BURGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9196812531 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 CHAPEL DRIVE BOX 90182 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 277089984 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JUDY RUSSELL | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| SARAH MICHALAK | ||||||
| PAST PRESIDENT | 0.50 | X | X | 0 | 0 | 0 |
| LYNN SUTTON | ||||||
| PRESIDENT ELECT | 0.50 | X | X | 0 | 0 | 0 |
| BOB FOX | ||||||
| SECRETARY-TREASURER | 0.50 | X | X | 0 | 0 | 0 |
| CATHERINE MURRAY-RUST | ||||||
| MEMBER-AT-LARGE | 0.50 | X | 0 | 0 | 0 | |
| JOHN ZENELIS | ||||||
| MEMBER-AT-LARGE | 0.50 | X | 0 | 0 | 0 | |
| TERRY BIRDWHISTELL | ||||||
| MEMBER-AT-LARGE | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE UNIVERSITY | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 CHAPEL DRIVE | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT SERVICES | DescriptionOfServices |
| Compensation | 179414 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | 171134 | 171134 |
| KUDZU PROJECT | 541900 | 139480 | 139480 |
| IMLS GRANTS | 541900 | 104188 | 104188 |
| OTHER PROJECT/MEETING | 541900 | 20105 | 20105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 434907 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121 | TotalRevenueColumn |
| Exclusion | $121 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 435028 | TotalRevenueColumn |
| Related Or Exempt Function Income | 434907 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $121 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179414 | Total |
| Program Services | 134492 | ProgramServices |
| Management And General | 44922 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1994 | Total |
| Program Services | 1994 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8028 | Total |
| Program Services | 1977 | ProgramServices |
| Management And General | 6051 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11230 | Total |
| Management And General | 11230 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45910 | Total |
| Program Services | 42250 | ProgramServices |
| Management And General | 3660 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13916 | Total |
| Program Services | 13916 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210 | Total |
| Management And General | 210 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1620 | Total |
| Management And General | 1620 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| KUDZU PROJECT | 134669 | 134669 | |
| IMLS GRANT COSTS | 46533 | 46533 | |
| TELEPHONE | 2084 | 2084 | |
| CONTRIBUTIONS | 390 | 390 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516 | Total |
| Program Services | 250 | ProgramServices |
| Management And General | 266 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446514 | Total |
| Program Services | 378165 | ProgramServices |
| Management And General | 68349 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211475 | BOY |
| EOY | 258571 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8114 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4205 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21712 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241301 | BOY |
| EOY | 262776 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45886 | BOY |
| EOY | 11230 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110439 | BOY |
| EOY | 178056 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156325 | BOY |
| EOY | 189286 | 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 | 84976 | BOY |
| EOY | 73490 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84976 | BOY |
| EOY | 73490 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241301 | BOY |
| EOY | 262776 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -11486 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 152000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 152000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 155800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 171134 | CurrentTaxYear |
| Total | 782934 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 193269 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121806 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 200607 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 308556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 263773 | CurrentTaxYear |
| Total | 1088011 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 345269 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 273806 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 352607 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 464356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 434907 | CurrentTaxYear |
| Total | 1870945 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1870945 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7681 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2202 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1123 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121 | CurrentTaxYear |
| Total | 11841 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7681 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2202 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1123 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121 | CurrentTaxYear |
| Total | 11841 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 352950 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 276008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 353321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 465479 | CurrentTaxYearMinus1Year |
| Current Tax Year | 435028 | CurrentTaxYear |
| Total | 1882786 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99370 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98890 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00630 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01110 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | DUKE UNIVERSITY, AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO ASERL. THE AMOUNT OF MANAGEMENT SERVICES PROVIDED BY DUKE UNIVERSITY WAS $179,414 DURING THE FISCAL YEAR. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| X | IMLS GRANT-CONSULTANTS | 16533 | COST OF CONSULTANTS |
| X | IMLS GRANT-SERVICES | 30000 | COST OF GRANT SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 THROUGH DUKE UNIVERSITY, AN UNRELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | ASERL HAS A MEMBERSHIP CONSISTING OF 40 MEMBER LIBRARIES. |
| 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 40 MEMBER LIBRARIES, IS THE REPRESENTATIVE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | ASERL'S FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS, FOR REVIEW PRIOR TO FILING. |
| 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 AFFADAVIT TO INDICATE THIER 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 AN INDEPENDENT SALARY STUDY FOR THE EXECUTIVE DIRECTOR POSITION. THE PROGRAM DIRECTOR'S SALARY IS SET BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE BOARD PRESIDENT. |
| 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. |
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