2013-11-12T16:15:33-06:00 2013-06-30 721396621 CARR RIGGS & INGRAMLLC 4360 CHAMBLEE DUNWOODY RD STE 420 ATLANTA GA 30341 990 2012-07-01 582598596 THE ASSOCIATION OF SOUTHEASTERN RESEARCH LIBRARIES INC ASSO 9196812531 411 CHAPEL DR/226A BOSTOCK LIBRARY NO 90182 DURHAM NC 277089984 JOHN BURGER 9196812531 2013-11-11 1 WILLA P BROWNLEE P00746452 7704576606 2012 2016-03-07 17:11:31Z JOHN BURGER 411 CHAPEL DR/226A BOSTOCK LIBRARY NO 90182 DURHAM NC 277089984 462036 0 X WWW.ASERL.ORG X 1959 GA TO SUPPORT THE EDUCATIONAL AND RESEARCH NEEDS OF THE STUDENTS AND FACULTY SERVED BY ASERL MEMBER INSTITUTIONS. 7 7 0 100 0 0 0 0 434907 461993 121 43 0 0 435028 462036 0 0 0 0 0 0 0 0 0 446514 437391 446514 437391 -11486 24645 262776 365439 189286 267304 73490 98135 X 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. 0 0 16660 21832 WORKSHOPS AND MEETINGS ARE PROVIDED FOR MEMBERS TO ENABLE PARTICIPATION IN NETWORKING AND PROFESSIONAL DEVELOPMENT ACTIVITIES RELATED TO RESEARCH LIBRARIES. 0 700 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 KUDZU PARTNERS. 146682 53674 LANTER DELIVERY SYSTEM - PROVIDES EXPEDITED DELIVERY OF MATERIALS SUPPORTING THE KUDZU PROJECT. 206309 385787 PROGRAM SERVICES USED IN SUPPORT OF THE EDUCATIONAL AND RESEARCH NEEDS OF THE STUDENTS AND FACULTY SERVED BY ASERL MEMBER INSTITUTIONS. 206309 385787 369651 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 1 0 GA X X JOHN BURGER 9196812531 411 CHAPEL DRIVE BOX 90182 DURHAM NC 277089984 X LYNN SUTTON 2.00 X X 0 0 0 JUDY RUSSELL 0.50 X X 0 0 0 THOMAS MCNALLY 0.50 X X 0 0 0 BOB FOX 0.50 X X 0 0 0 CARRIE COOPER 0.50 X 0 0 0 STEVEN ECAR SMITH 0.50 X 0 0 0 TERRY BIRDWHISTELL 0.50 X 0 0 0 0 0 0 0 0 0 1 DUKE UNIVERSITY 411 CHAPEL DRIVE DURHAM NC 27708 MANAGEMENT SERVICES 183722 1 MEMBERSHIP DUES 541900 271369 271369 COURIER SERVICE 541900 104914 104914 IMLS GRANTS 541900 63878 63878 OTHER PROJECT/MEETING 541900 21832 21832 461993 43 43 462036 461993 0 43 183722 154918 28804 5000 5000 1500 1500 30 30 2088 1334 754 292 103 189 1761 1143 618 7227 7227 19238 9993 9245 16887 16660 227 15 15 1700 1700 CONTRACT WORK 161662 153265 8397 SERVICES 27401 30353 -2952 SPACE RENTALS 5118 638 4480 TELEPHONE 2587 605 1982 1163 639 524 437391 369651 67740 0 258571 361743 4205 3696 262776 365439 11230 0 178056 267304 189286 267304 X 0 0 0 0 73490 98135 73490 98135 262776 365439 24645 0 X 0 0 0 X 152000 152000 155800 171134 271369 902303 121806 200607 308556 263773 190624 1085366 273806 352607 464356 434907 461993 1987669 0 0 0 1987669 2202 714 1123 121 43 4203 2202 714 1123 121 43 4203 276008 353321 465479 435028 462036 1991872 0.99790 0.99370 0.00210 0.00630 X X X 0 0 0 0 0 0 0 0 0 SUPPLEMENTAL INFORMATION PART III DUKE UNIVERSITY, AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO ASERL. THE AMOUNT OF MANAGEMENT SERVICES PROVIDED BY DUKE UNIVERSITY WAS $183,722 DURING THE FISCAL YEAR. X IMLS GRANT-CONSULTANTS 6584 COST OF CONSULTANTS X IMLS GRANT-SERVICES 30353 COST OF GRANT SERVICES 0 0 0 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 BY DUKE UNIVERSITY, AN UNRELATED NON-PROFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 THE ASSOCIATION AMENDED THE BYLAWS OF THE ORGANIZATION ON APRIL 23, 2013 BY UNANIMOUS VOTE. AMENDED BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, UNDER THEIR GOVERNANCE AND POLICY SECTION. 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 THE EXECUTIVE DIRECTOR REVIEWS THE RETURN BEFORE FILING AND REPORTS TO THE BOARD. 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 AFFIDAVIT 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 COORDINATOR'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.