2013-05-15T12:03:10-05:00 2012-06-30 910189318 MOSS ADAMS LLP 975 OAK STREET SUITE 500 EUGENE OR 97401 990 2011-07-01 273445544 ORBIS CASCADE ALLIANCE ORBI 5412462470 2288 OAKMONT WAY EUGENE OR 97401 JOHN F HELMER 5412462470 2013-05-14 1 PAUL D KELLER P00179519 5416861040 2011 2016-02-24 21:20:13Z JOHN F HELMER 2288 OAKMONT WAY EUGENE OR 97401 10097189 0 X WWW.ORBISCASCADE.ORG X 2010 OR 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. 9 9 0 0 0 0 856223 7500 864162 10079728 489 9961 0 0 1720874 10097189 36 4824 0 0 281502 734275 0 0 0 748818 9258168 1030356 9997267 690518 99922 2229410 2792281 1538892 1627134 690518 1165147 X 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. 0 0 8309275 8245292 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. 526050 255750 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. 442731 415856 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. 537441 1162830 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. 537441 1162830 9815497 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 OR X THE ORGANIZATION 5412462470 2288 OAKMONT WAY EUGENE OR 97401 BETSY WILSON 1.00 X X 0 0 0 JAY STARRATT 1.00 X X 0 0 0 DREW HARRINGTON 1.00 X 0 0 0 CHRIS SHAFFER 1.00 X X 0 0 0 KAREN CLAY 1.00 X X 0 0 0 JANE CARLIN 1.00 X 0 0 0 CHRISTOPHER COX 1.00 X 0 0 0 VICKIE HANAWALT 1.00 X 0 0 0 MICHELLE BAGLEY 1.00 X 0 0 0 JOHN F HELMER 40.00 X 113176 0 0 113176 0 0 1 0 0 0 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 11 7500 7500 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 140490 140490 10079728 9961 9961 10097189 10079728 0 9961 4824 4824 112417 98131 14286 621858 542833 79025 8460 8460 7698 7698 9415 4300 5115 27041 27041 5089 4215 874 17776 2964 14812 32761 22796 9965 110694 72448 38246 1477 1477 LICENSING & ACCESS FEES 8179055 8179055 COURIER SERVICES 407124 407124 BOOKS 294063 294063 SUMMIT 131894 131894 25621 23809 1812 9997267 9815497 181770 0 728921 1681547 1300489 1098280 12454 200000 2229410 2792281 467356 116606 1071536 1510528 1538892 1627134 X 690518 1165147 690518 1165147 2229410 2792281 X 99922 374707 X 0 1 1 X 0 X 71714 888764 960478 848671 9198464 10047135 920385 10087228 11007613 0 495314 5402717 5898031 495314 5402717 5898031 5109582 489 9961 10450 489 9961 10450 920874 10097189 11018063 X 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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.