ORBIS CASCADE ALLIANCE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ORBIS CASCADE ALLIANCE (EIN 27-3445544)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349304563
- Schema version
- 2011v1.5
- 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 | 2013-05-15T12:03:10-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 OAK STREET SUITE 500 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | 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 | 273445544 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORBIS CASCADE ALLIANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ORBI | NameControl |
| Phone | 5412462470 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2288 OAKMONT WAY | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN F HELMER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5412462470 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL D KELLER | Name |
| PTIN | P00179519 | PTIN |
| Phone | 5416861040 | 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 F HELMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2288 OAKMONT WAY | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10097189 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ORBISCASCADE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE ALLIANCE IS TO STRENGTHEN MEMBER LIBRARIES THROUGH COLLABORATION IN ORDER TO SUPPORT THE WORK OF OUR STUDENTS, FACULTY, STAFF, AND RESEARCHERS. ALLIANCE MEMBERS JOIN TOGETHER TO ENHANCE OUR SERVICES, SHARE OUR INFORMATION RESOURCES AND EXPERTISE, ENRICH AND PERSERVE OUR COLLECTIONS, AND DEVELOP LIBRARY STAFF TO MEET THE CHALLENGES OF A RAPIDLY CHANGING INFORMATION ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 856223 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7500 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 864162 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10079728 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 489 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9961 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1720874 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10097189 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 36 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4824 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 281502 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 734275 | 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 | 748818 | OtherExpensePriorYear |
| Other Expenses Current Year | 9258168 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1030356 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9997267 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 690518 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 99922 | RevenuesLessExpensesCY |
| Total Assets BOY | 2229410 | TotalAssetsBOY |
| Total Assets EOY | 2792281 | TotalAssetsEOY |
| Total Liabilities BOY | 1538892 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1627134 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 690518 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1165147 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE ALLIANCE IS TO STRENGTHEN MEMBER LIBRARIES THROUGH COLLABORATION IN ORDER TO SUPPORT THE WORK OF OUR STUDENTS, FACULTY, STAFF, AND RESEARCHERS. ALLIANCE MEMBERS JOIN TOGETHER TO ENHANCE OUR SERVICES, SHARE OUR INFORMATION RESOURCES AND EXPERTISE, ENRICH AND PERSERVE OUR COLLECTIONS, AND DEVELOP LIBRARY STAFF TO MEET THE CHALLENGES OF A RAPIDLY CHANGING INFORMATION ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8309275 | Expense |
| Revenue | 8245292 | Revenue |
| Description | ELECTRONIC RESOURCES PROGRAM:THE ORBIS CASCADE ALLIANCE WORKS WITH ITS MEMBERS AND OTHER LIBRARIES IN THE REGION TO PURCHASE ELECTRONIC RESOURCES. THE ALLIANCE'S ROLE MAY TAKE VARIOUS FORMS AND CAN INCLUDE ACTIVITIES SUCH AS RESOURCE SELECTION, LICENSE & PRICE NEGOTIATION, AND SERVING AS FISCAL AGENT (BILLING, PAYING). THIS ALLOWS FOR ECONOMIES OF SCALE NOT OTHERWISE REALIZED BY THE INDIVIDUAL INSTITUTION RESULTING IN SIGNIFICANT INCREASE IN THE ABILITY TO PURCHASE ENHANCEMENTS TO THE INSTITUTION'S COLLECTION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 526050 | Expense |
| Revenue | 255750 | Revenue |
| Description | STRATEGIC AGENDA:ORBIS CASCADE ALLIANCE EXPLORES NEW DIRECTIONS THAT FURTHER THE MISSION OF THE CONSORTIUM; COLLECTIVELY CALLED THE STRATEGIC AGENDA, FORMALLY ADOPTED BY COUNCIL THROUGH PERIODIC STRATEGIC PLANNING EFFORTS.CURRENT STRATEGIC AGENDA: COOPERATIVE COLLECTION DEVELOPMENT: WHILE MEMBER INSTITUTIONS CONTINUE TO ACQUIRE THEIR OWN MATERIAL, THE ALLIANCE IS COMMITTED TO COOPERATIVE COLLECTION DEVELOPMENT TO LEVERAGE MEMBER INSTITUTIONS' RESOURCES TO BETTER SERVE OUR USERS.FUTURE OF INTEGRATED LIBRARY SYSTEMS: AS AN ALLIANCE, OUR COUNCIL VOTED TO PROCEED WITH PROCUREMENT OF A SHARED LIBRARY MANAGEMENT SYSTEM WITH THE INTENT TO MIGRATE ALL MEMBERS TO A NEW SYSTEM.COLLABORATIVE TECHNICAL SERVICES: THE ALLIANCE HAS IDENTIFIED SHARED STAFF AS A KEY AREA FOR COLLABORATION AND TECHNICAL SERVICES AS A PROMISING AREA OF INITIAL INVESTIGATION.DIGITAL INITIATIVES: THE ALLIANCE HAS IDENTIFIED A BROAD RANGE OF DIGITAL INITIATIVES AS A STRATEGIC PRIORITY FOR THE CONSORTIUM.DISCOVERY: CONSISTING OF WORLDCAT AND OTHER POTENTIAL SYSTEMS THAT MAY INCLUDE NEXT GENERATION CATALOG PRODUCTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 442731 | Expense |
| Revenue | 415856 | Revenue |
| Description | COURIER PROGRAM:PROGRAM PURPOSE IS TO EXCHANGE PHYSICAL LIBRARY MATERIALS BETWEEN INSTITUTIONS; THE ALLIANCE OVERSEES THE PROGRAM, ACTS AS FISCAL AGENT, MONITORS AND ENSURES CONTRACT COMPLIANCE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 537441 | Expense |
| Revenue | 1162830 | Revenue |
| Description | NORTHWEST DIGITAL ARCHIVES (NWDA):PROVIDES ENHANCED ACCESS TO THOUSANDS OF ARCHIVAL AND MANUSCRIPT COLLECTIONS IN ALASKA, IDAHO, MONTANA, OREGON AND WASHINGTON THROUGH A UNION DATABASE OF ENCODED ARCHIVAL DESCRIPTION (EAD) FINDING AIDS. SUMMIT:CENTRAL UNION CATALOG THAT BRINGS TOGETHER THE ENTIRE COLLECTIONS OF ALL 37 MEMBER INSTITUTIONS ALLOWING FOR ANY STUDENT, FACULTY OR STAFF AT ANY MEMBER INSTITUTION TO SEE WHAT IS AVAILABLE AND BORROW FROM ANY OTHER MEMBER INSTITUTION FOR USE IN THEIR RESEARCH OR TO ENHANCE THEIR STUDIES.CONFERENCES AND WORKSHOPS: THE ALLIANCE HOSTS CODE4LIB NORTHWEST AND A VARIETY OF OTHER CONFERENCES AND WORKSHOPS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 537441 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1162830 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9815497 | 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 | 0 | 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 | 0 | 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 | 11 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5412462470 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2288 OAKMONT WAY | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BETSY WILSON | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JAY STARRATT | ||||||
| CHAIR-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| DREW HARRINGTON | ||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |
| CHRIS SHAFFER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| KAREN CLAY | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JANE CARLIN | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER COX | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| VICKIE HANAWALT | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| MICHELLE BAGLEY | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| JOHN F HELMER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 113176 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 113176 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| EBSCO INFORMATION SERVICES | |||||
| PO BOX 830625 | BIRMINGHAM | AL | 35283 | PUBLICATIONS | 1780529 |
| THOMSON REUTERS INC | |||||
| PO BOX 71416 | CHICAGO | IL | 60694 | PUBLICATIONS | 1108554 |
| AMERICAN CHEMICAL SOCIETY | |||||
| 1155 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLICATIONS | 950517 |
| LYRASIS | |||||
| PO BOX 116179 | ATLANTA | GA | 303686179 | PUBLICATIONS | 436802 |
| JOHNS HOPKINS UNIVERSITY PRESS | |||||
| PO BOX 62431 | BALTIMORE | MD | 21264 | PUBLICATIONS | 198089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| All Other Contributions | 7500 | AllOtherContributions |
| Total Contributions | 7500 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ER PROGRAM | 611710 | 8245292 | 8245292 |
| ALLIANCE MEMBERSHIP DU | 611710 | 881264 | 881264 |
| COURIER PROGRAM | 611710 | 415856 | 415856 |
| STRATEGIC AGENDA | 611710 | 255750 | 255750 |
| NWDA | 611710 | 141076 | 141076 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140490 | TotalRevenueColumn |
| Related Or Exempt Function Income | 140490 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10079728 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9961 | TotalRevenueColumn |
| Exclusion | $9,961 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10097189 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10079728 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,961 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4824 | Total |
| Program Services | 4824 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112417 | Total |
| Program Services | 98131 | ProgramServices |
| Management And General | 14286 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621858 | Total |
| Program Services | 542833 | ProgramServices |
| Management And General | 79025 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8460 | Total |
| Management And General | 8460 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7698 | Total |
| Management And General | 7698 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9415 | Total |
| Program Services | 4300 | ProgramServices |
| Management And General | 5115 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27041 | Total |
| Program Services | 27041 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5089 | Total |
| Program Services | 4215 | ProgramServices |
| Management And General | 874 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17776 | Total |
| Program Services | 2964 | ProgramServices |
| Management And General | 14812 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32761 | Total |
| Program Services | 22796 | ProgramServices |
| Management And General | 9965 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110694 | Total |
| Program Services | 72448 | ProgramServices |
| Management And General | 38246 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1477 | Total |
| Management And General | 1477 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| LICENSING & ACCESS FEES | 8179055 | 8179055 |
| COURIER SERVICES | 407124 | 407124 |
| BOOKS | 294063 | 294063 |
| SUMMIT | 131894 | 131894 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25621 | Total |
| Program Services | 23809 | ProgramServices |
| Management And General | 1812 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9997267 | Total |
| Program Services | 9815497 | ProgramServices |
| Management And General | 181770 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 728921 | BOY |
| EOY | 1681547 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300489 | BOY |
| EOY | 1098280 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12454 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2229410 | BOY |
| EOY | 2792281 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467356 | BOY |
| EOY | 116606 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1071536 | BOY |
| EOY | 1510528 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1538892 | BOY |
| EOY | 1627134 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 690518 | BOY |
| EOY | 1165147 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 690518 | BOY |
| EOY | 1165147 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2229410 | BOY |
| EOY | 2792281 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 99922 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 374707 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 Minus1 Year | 71714 | CurrentTaxYearMinus1Year |
| Current Tax Year | 888764 | CurrentTaxYear |
| Total | 960478 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 848671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9198464 | CurrentTaxYear |
| Total | 10047135 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 920385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10087228 | CurrentTaxYear |
| Total | 11007613 | 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) |
|---|---|---|
| Current Tax Year Minus1 Year | 495314 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5402717 | CurrentTaxYear |
| Total | 5898031 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 495314 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5402717 | CurrentTaxYear |
| Total | 5898031 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5109582 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9961 | CurrentTaxYear |
| Total | 10450 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9961 | CurrentTaxYear |
| Total | 10450 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 920874 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10097189 | CurrentTaxYear |
| Total | 11018063 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: TAX YEAR 2010 WAS THE FIRST YEAR OF OPERATION. THE YEAR RAN FROM 02/01/2011 TO 06/30/2011. THIS IS CONSIDERED A SHORT YEAR. | GeneralExplanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE ORGANIZATION ARE THOSE INSTITUTIONS OF HIGHER EDUCATION WHO HAVE APPLIED FOR AND BEEN GRANTED MEMBERSHIP. CURRENT MEMBERSHIP CONSISTS OF 37 INSTITUTIONS IN OREGON, WASHINGTON, IDAHO; EACH MEMBER APPOINTS THEIR LIBRARY DIRECTOR AS THEIR REPRESENTATIVE TO THE COUNCIL. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH SPRING DIFFERENT POSITIONS ON THE BOARD OF DIRECTORS ARE ELECTED BY THE COUNCIL ACCORDING TO THE BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS HAVE LIMITED POWERS. FOR DECISIONS OUTSIDE THEIR POWERS, THEY CREATE RECOMMENDATIONS WHICH ARE THEN PRESENTED TO THE COUNCIL FOR FINAL DECISION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS REVIEWED BY THE ORGANIZATION'S TREASURER PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERSHIP IS INSTITUTIONAL IN NATURE SO, AS REPRESENTATIVES OF THEIR INSTITUTION, EACH COUNCIL MEMBER IS REQUIRED TO MEET THE CONFLICT OF INTEREST REQUIREMENTS AT THEIR INDIVIDUAL INSTITUTIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE CURRENTLY AVAILABLE ON OUR WEBSITE. THE PUBLIC WILL FIND THE MISSION STATEMENT, LIST OF MEMBERS, LOCATION OF MEMBERS, ARTICLES OF INCORPORATION, BYLAWS, MEMBERSHIP MEMORANDUM OF UNDERSTANDING (MOU), RESOLUTIONS, POLICIES, MEMBERSHIP APPLICATION, CRITERIA, EXPECTATIONS, OBLIGATIONS; COUNCIL MINUTES, AND BOARD MINUTES. | |
| FORM 990, PART XI, LINE 5: | YEAR END ADJUSTMENT FOR CHANGE IN NET ASSETS 374,707. TOTAL TO FORM 990, PART XI, LINE 5: 374,707. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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