2026-07-02T07:29:11-05:00 2025-08-31 882730877 CHERRY BEKAERT ADVISORY LLC 1707 N RANDALL ROAD STE 200 ELGIN IL 60123 990 2024-09-01 362166947 AMERICAN LIBRARY ASSOCIATION AMER 3122805834 225 N MICHIGAN AVENUE 1300 CHICAGO IL 60601 DANIEL MONTGOMERY EXECUTIVE DIRECTOR 3122805834 2026-06-30 1 1 STEPHANIE LEW P01080011 8478888600 2024 2025-03-06 01:10:19Z DANIEL MONTGOMERY 225 N MICHIGAN AVENUE 1300 CHICAGO IL 60601 54330940 0 X ALA.ORG X 1876 MA THE MISSION OF THE AMERICAN LIBRARY ASSOCIATION IS EMPOWERING AND ADVOCATING FOR LIBRARIES AND LIBRARY WORKERS TO ENSURE EQUITABLE ACCESS TO INFORMATION FOR ALL. 14 14 224 6413 3373969 0 25325850 14828921 22392449 19226737 2663659 3730767 3733421 2649590 54115379 40436015 5473569 5874787 0 0 22501985 22937296 121131 68505 1182591 28120575 26076123 56217260 54956711 -2101881 -14520696 109847603 96967622 34630087 34142837 75217516 62824785 X THE MISSION OF THE AMERICAN LIBRARY ASSOCIATION IS EMPOWERING AND ADVOCATING FOR LIBRARIES AND LIBRARY WORKERS TO ENSURE EQUITABLE ACCESS TO INFORMATION FOR ALL. 0 0 14388850 41701 MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: MEMBERSHIP SERVICES PROVIDED IN CONJUNCTION WITH MEMBER PARTICIPATION. PERSONAL AND ORGANIZATIONAL MEMBERS TOTALED APPROXIMATELY 45,000 AS OF AUGUST 31, 2025. 5772029 750 8694762 MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: CONFERENCES ENABLE MEMBERS TO KEEP ABREAST OF THE LATEST TECHNOLOGICAL CAPABILITIES, NEW PUBLICATIONS, AND TRENDS IN THE PROFESSION. THREE MAJOR CONFERENCES, SEVERAL NATIONAL FORUMS, AND VARIOUS INSTITUTES WERE HELD DURING THE YEAR. 6605166 20383 10235511 PUBLISHING: PUBLISHING OF TRADE JOURNALS AND BOOKS TO AID THE PROFESSION. PUBLISHED TRADE JOURNALS AND BOOKS ON A VARIETY OF TOPICS OF INTEREST TO THE PROFESSION DURING THE YEAR. 15858908 5811953 3448791 MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: GENERAL ACTIVITIES SUCH AS DIVERSITY, INTERNATIONAL RELATIONS, ACCREDITATION, AND MONITORING LEGISLATION (19 OFFICES/DEPARTMENTS) AND ROUND TABLE DISCUSSIONS AND ACTIVITIES (19 ROUND TABLES). 15858908 5811953 3448791 42624953 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1032 0 1 224 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X L DENISE MORITZ 3122805834 225 N MICHIGAN AVENUE 1300 CHICAGO IL 60601 CINDY HOHL PAST PRESIDENT 5.00 0.00 X X 0 0 0 MARIA MCCAULEY PHD PRESIDENT-ELECT (FROM 7/1/25) 5.00 0.00 X X 0 0 0 SAM HELMICK PRESIDENT 5.00 0.00 X X 0 0 0 EMILY DRABINSKI PAST PRESIDENT (THRU 6/30/25) 5.00 0.00 X X 0 0 0 PETER HEPBURN TREASURER (THRU 6/30/25) 5.00 0.00 X X 0 0 0 LARRY NEAL TREASURER (FROM 7/1/25) 5.00 0.00 X X 0 0 0 NICOLAS BURON DIRECTOR 5.00 0.00 X 0 0 0 KATHY CARROLL DIRECTOR (THRU 6/30/25) 5.00 0.00 X 0 0 0 STEPHANIE CHASE DIRECTOR 5.00 0.00 X 0 0 0 PETER COYL DIRECTOR 5.00 0.00 X 0 0 0 SARA DALLAS DIRECTOR (THRU 6/30/25) 5.00 0.00 X 0 0 0 AMY S LAPPIN DIRECTOR (THRU 6/30/25) 5.00 0.00 X 0 0 0 DR CORINTHIA PRICE DIRECTOR 5.00 0.00 X 0 0 0 KAREN G SCHNEIDER DIRECTOR (THRU 6/30/25) 5.00 0.00 X 0 0 0 SOPHIA SOTILLEO DIRECTOR 5.00 0.00 X 0 0 0 STEVEN YATES DIRECTOR 5.00 0.00 X 0 0 0 KC BOYD DIRECTOR (FROM 7/1/25) 5.00 0.00 X 0 0 0 TATANISHA LOVE DIRECTOR (FROM 7/1/25) 5.00 0.00 X 0 0 0 JANICE MOORE NEWSUM DIRECTOR (FROM 7/1/25) 5.00 0.00 X 0 0 0 ZIBA PEREZ DIRECTOR (FROM 7/1/25) 5.00 0.00 X 0 0 0 LESLIE BURGER INTERIM EXEC. DIRECTOR (THRU 7/31/25) 45.00 0.00 X 224587 0 0 DINA TSOURDINIS CHIEF FINANCIAL OFFICER 45.00 0.00 X 218329 0 15576 MELISSA WALLING DEPUTY EXECUTIVE DIRECTOR 45.00 0.00 X 213139 0 25673 TRACIE HALL FORMER EXECUTIVE DIRECTOR 45.00 0.00 X 0 0 0 REBECCA HEADRICK CHIEF INFORMATION TECHNOLOGY OFFICER 45.00 0.00 X 206311 0 10816 GEORGE KENDALL SENIOR DIRECTOR, PUBLISHING & MEDIA 45.00 0.00 X 170873 0 13102 SHAKIR AKBARI DIRECTOR OF ENTERPRISE APPLICATIONS 45.00 0.00 X 158326 0 31183 ALAN INOUYE INTERIM ASSOC EXEC DIR (THRU 5/2/25) 45.00 0.00 X 224129 0 24934 DENISE MORITZ DIRECTOR OF FINANCIAL REPORTING & COMPLIANCE 45.00 0.00 X 151344 0 24849 LORELLE HOPKINS ASSOCIATE EXECUTIVE DIRECTOR 45.00 0.00 X 215888 0 37652 SHERRI VANYEK DIR OF INFRASTRUCTURE (THRU 7/7/25) 45.00 0.00 X 157738 0 47356 1940664 0 231141 37 0 1 0 VC4 LLC (VISION CREATIVE) 8245-E BACKLICK ROAD LORTON VA 22079 AUDIO VISUAL SERVICES 1449450 GLOBAL EXPERIENCE SPECIALIST INC 7000 LINDELL ROAD LAS VEGAS NV 89118 TRADE SHOW & EXHIBITIONS SERVICES 797084 FABLEVISION INC 353 NEWBURY STREET BOSTON MA 02115 PROFESSIONAL SERVICES FOR TM4K KITS & DI 457926 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 PRINTING SERVICES 453141 BDO USA LLP 2715 JORIE BOULEVARD OAK BROOK IL 60523 IT CONSULTING SERVICES 446552 39 6593600 693996 7541325 14828921 MEETINGS AND CONFERENCES 541900 8549280 8549280 ADVERTISING 541800 3504166 130197 3373969 SALES OF BOOKS AND MATERIALS 513190 2940572 2940572 SUBSCRIPTIONS 541900 2671773 2671773 1560946 1560946 19226737 2509347 2509347 1259760 1259760 14863393 13582144 59829 1281249 -59829 1221420 1221420 7655 3147 4508 4508 2136496 249805 1886691 1886691 CHANGE IN PUBLISHING INVESTMENT 513190 5876 5876 OPERATING LEASE REDUCTION LOSS 900099 -507245 -507245 -501369 40436015 19005095 3373969 3228030 5874787 5874787 1139869 430758 709111 16990614 12940955 3745165 304494 939116 711889 210431 16796 2550735 2253223 244990 52522 1316962 974900 319839 22223 234836 12550 222286 160109 4 160105 289360 289360 68505 68505 315041 208123 106918 4821327 3577580 796969 446778 124407 125692 -1723 438 2383002 1863129 476176 43697 3114177 2409574 634472 70131 290502 290502 2398263 64171 2334092 1417136 1088513 270888 57735 5992560 5831943 117454 43163 124635 124635 1297578 515658 779490 2430 136016 13604 122412 PUBLICATIONS/PRINTING 2192489 2655815 -497199 33873 TEMPORARY EMPLOYEES 612122 319660 272656 19806 BAD DEBT EXPENSE 169186 169186 INCOME TAX 3377 3377 54956711 42624953 11149167 1182591 1496594 995871 8710115 3788562 5382556 360160 2554584 2754919 821055 741567 2095974 828066 31911817 23930224 8814581 7981593 68154936 60243113 9433595 11817208 9840176 109847603 96967622 3882295 3308570 7700968 8128516 2377434 4515076 20669390 18190675 34630087 34142837 X 50038267 48674141 25179249 14150644 75217516 62824785 109847603 96967622 X -14520696 2078469 49496 X 0 1 X 1 0 X 20628050 27933500 29610493 25325850 14828921 118326814 14889553 20495720 18884161 21131320 17989264 93390018 35517603 48429220 48494654 46457170 32818185 211716832 2423 2942 2490 2715650 1090 2724595 367238 397830 122390 279799 539080 1706337 369661 400772 124880 2995449 540170 4430932 207285900 3337268 4442981 4263500 3870185 3774983 19688917 3337268 4442981 4263500 3870185 3774983 19688917 17775 31515 263 4508 54061 38854871 52889976 52789669 50327618 36597676 231459810 0.89560 0.91380 0.08510 0.08010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 289360 289360 50669664 50959024 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 573660 573660 504233 289360 1940913 250000 250000 250000 250000 1000000 1500000 18851365 1449 1236023 322204 19766633 17315549 3473 1910729 378386 18851365 17077889 3377 558263 323980 17315549 20374285 1937 -3092134 206199 17077889 17196350 4282 3444187 270534 20374285 0.94449 0.05551 0.00000 0 0 2263971 2263971 4892191 1869356 3022835 17139284 14665540 2473744 7616371 7395328 221043 7981593 HEDGE FUND 6607235 F PRIVATE EQUITY FUNDS 2826360 F 9433595 DUE (TO) FROM OTHER FUNDS -265787 RIGHT-OF-USE ASSETS - FINANCE LEASE 194925 RIGHT-OF-USE ASSETS - OPERATING LEASE 9902779 UNEMPLOYMENT ESCROW 8259 9840176 NON-CURRENT PORTION OF ACCRUED POST-RETIREMENT BENEFITS 6342765 OPERATING LEASE OBLIGATIONS 11783891 FINANCE LEASE OBLIGATIONS 64019 18190675 X 42501891 2078469 49496 2127965 40373926 315041 -252952 62089 40436015 54894622 252952 252952 54641670 315041 315041 54956711 PART X, LINE 2: THE ASSOCIATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. THE ALA/APA IS EXEMPT UNDER SECTION 501(C)(6) OF THE IRC. THESE SECTION 501(C)(3) AND SECTION 501(C)(6) ORGANIZATIONS ARE TAXED ONLY ON INCOME CLASSIFIED AS UNRELATED BUSINESS INCOME. THE ALA/APA DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2025 OR 2024. THE ASSOCIATION HAS INCOME DERIVED FROM CERTAIN ADVERTISING ACTIVITIES THAT HAS BEEN DETERMINED TO BE UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME IS TAXED IN ACCORDANCE WITH FEDERAL AND STATE INCOME TAX REGULATIONS. THE EDWARDS TRUST IS AN EXEMPT PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE IRC AND IS TAXED ON NET INVESTMENT INCOME AND UNDISTRIBUTED INCOME, AS DEFINED BY THE IRC. TAX RETURNS ARE FILED ON A CALENDAR-YEAR BASIS FOR THE EDWARDS TRUST. THE INCOME TAXES WERE $981 AND $342 FOR THE CALENDAR YEARS 2024 AND 2023, RESPECTIVELY. THE TAX YEARS ENDED 2022, 2023 AND 2024 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. BASED ON THE EVALUATION OF THE ASSOCIATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION; THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2025 OR 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: POST-RETIREMENT BENEFITS COST 49,496. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -249,805. FUNDRAISING EXPENSES -3,147. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 249,805. FUNDRAISING EXPENSES 3,147. X X X X X X 1 MCCOY & SIMON 462 ROSEDALE ROAD PRINCETON NJ 08540 PROFESSIONAL FUNDRAISING SERVICES 0 0 68505 -68505 68505 -68505 AK AL AR AZ CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA VT WA WI WV WY SD HOY SCHOLARSHIP SILENT AUCTION 7655 7655 3147 7655 7655 3147 3147 4508 1 GRANTS AND AWARDS 1000 5874787 PART I, LINE 2: RECIPIENTS OF GRANTS AND OTHER ASSISTANCE FROM THE AMERICAN LIBRARY ASSOCIATION ARE THOSE INDIVIDUALS AND UNITS ENGAGED IN THE FURTHERANCE OF THE DISSEMINATION OF INFORMATION OF VALUE TO THE PROFESSION. THE DISBURSEMENTS ARE AUTHORIZED BY OFFICERS, DIVISION HEADS AND UNIT HEADS AND ARE IN COMPLIANCE WITH THE RULES ESTABLISHED BY THE EXECUTIVE BOARD, COUNCIL AND THE RULES AND BYLAWS OF THE ASSOCIATION. RECIPIENTS, WHERE APPROPRIATE, REPORT TO THE ASSOCIATION ON THE PROGRESS OF THEIR STUDIES AND COMPLETION OF PROJECTS. X 0 0 0 0 0 0 0 1 0 LORELLE HOPKINS ASSOCIATE EXECUTIVE DIRECTOR 215788 0 100 0 0 0 15494 0 22158 0 253540 0 0 0 ALAN INOUYE INTERIM ASSOC EXEC DIR (THRU 5/2/25) 224029 0 100 0 0 0 14783 0 10151 0 249063 0 0 0 MELISSA WALLING DEPUTY EXECUTIVE DIRECTOR 213039 0 100 0 0 0 15165 0 10508 0 238812 0 0 0 DINA TSOURDINIS CHIEF FINANCIAL OFFICER 218229 0 100 0 0 0 15117 0 459 0 233905 0 0 0 LESLIE BURGER INTERIM EXEC. DIRECTOR (THRU 7/31/25 224487 0 100 0 0 0 0 0 0 0 224587 0 0 0 REBECCA HEADRICK CHIEF INFORMATION TECHNOLOGY OFFICER 206211 0 100 0 0 0 3377 0 7439 0 217127 0 0 0 SHERRI VANYEK DIR OF INFRASTRUCTURE (THRU 7/7/25) 157638 0 100 0 0 0 11411 0 35945 0 205094 0 0 0 SHAKIR AKBARI DIRECTOR OF ENTERPRISE APPLICATIONS 158226 0 100 0 0 0 11411 0 19772 0 189509 0 0 0 GEORGE KENDALL SENIOR DIRECTOR, PUBLISHING & MEDIA 170773 0 100 0 0 0 11882 0 1220 0 183975 0 0 0 DENISE MORITZ DIRECTOR OF FINANCIAL REPORTING & CO 151244 0 100 0 0 0 10768 0 14081 0 176193 0 0 0 PART I, LINE 7 ALL EMPLOYEES RECEIVED A $100 EMPLOYEE APPRECIATION BONUS IN JANUARY 2024. FORM 990, PART VI, SECTION A, LINE 1A THE ALA EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT OF THE ASSOCIATION (WHO SERVES AS CHAIR), THE PRESIDENT-ELECT, THE IMMEDIATE PAST PRESIDENT, THE TREASURER, AND (EX OFFICIO) THE EXECUTIVE DIRECTOR. THE COMMITTEE CARRIES OUT ADMINISTRATIVE FUNCTIONS ON BEHALF OF THE ASSOCIATION AND THE BOARD; REVIEWS AND DISCUSSES ADMINISTRATIVE AND POLICY ISSUES THAT NEED TO BE BROUGHT TO THE ATTENTION OF THE FULL BOARD; APPROVES BOARD AGENDAS, MEETING TIMES, AND DATES; REVIEWS AND BRINGS TO THE FULL BOARD FOR APPROVAL THE DATES, SITES, AND SCHEDULES FOR ALA CONFERENCES; PERFORMS CEREMONIAL ACTIVITIES AS REPRESENTATIVES OF ALA; HANDLES ADMINISTRATIVE COMMUNICATIONS OF THE ORGANIZATION AND THE BOARD; RECOMMENDS ALA'S RELATIONSHIPS WITH EXTERNAL ORGANIZATIONS AND INDIVIDUALS; BRINGS RECOMMENDATIONS REGARDING NOMINATIONS AND APPOINTMENTS TO THE FULL BOARD FOR APPROVAL; REVIEWS AND APPROVES CALLS FOR VOTES BETWEEN MEETINGS; PERFORMS OTHER DUTIES AS REQUIRED. FORM 990, PART VI, SECTION A, LINE 4 THE ALA BYLAWS WERE AMENDED TO UPDATE THE COMPOSITION OF THE EXECUTIVE BOARD AND TO REMOVE ANNUAL ESTIMATES OF INCOME. AS REVISED, ARTICLE V, SECTION 1 NOW PROVIDES THAT THE EXECUTIVE BOARD CONSISTS OF THIRTEEN MEMBERS, INCLUDING THE FOUR OFFICERS OF THE ASSOCIATION, THE IMMEDIATE PAST PRESIDENT, AND EIGHT COUNCILORS ELECTED BY COUNCIL TO THREE YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A STOCKLESS CORPORATION GOVERNED BY ITS MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE GOVERNING BODY, THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 7B DUES SHALL BE SET BY THE EXECUTIVE BOARD WITH APPROVAL BY THE COUNCIL. NO DUES INCREASE SHALL EXCEED THE CONSUMER PRICE INDEX PERCENTAGE CHANGE FOR THE PRECEDING TWELVE (12) MONTHS EXCEPT AS APPROVED BY THE COUNCIL AND RATIFIED BY THE MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ASSOCIATION'S INDEPENDENT ACCOUNTANT AND REVIEWED BY THE ASSOCIATION'S INTERNAL STAFF. AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVE BOARD MEMBERS ARE REQUIRED TO SIGN AND SUBMIT A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. ALL ASSOCIATION EMPLOYEES, INCLUDING KEY EMPLOYEES, ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT UPON EMPLOYMENT AND ARE BOUND BY THE TERMS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION LEVELS FOR THE EXECUTIVE DIRECTOR, KEY EMPLOYEES AND ALL OTHER STAFF ARE APPROVED BY THE EXECUTIVE BOARD DURING THE ANNUAL BUDGET PROCESS. THE EXECUTIVE DIRECTOR HAS A WRITTEN EMPLOYMENT CONTRACT. CHANGES IN COMPENSATION LEVELS ARE BASED ON PERFORMANCE. AS CONSIDERED NECESSARY, COMPENSATION LEVELS ARE COMPARED TO OTHER COMPARABLE ORGANIZATIONS THROUGH A REVIEW OF FORM 990 FILINGS AND COMPENSATION SURVEYS/STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE ONLINE VIA ITS WEBSITE. FORM 990, FORM 990-T, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: POST-RETIREMENT BENEFITS COST 49,496. ALA ALLIED PROFESSIONAL ASSOCIATION 225 N MICHIGAN AVENUE SUITE 1300 CHICAGO IL 60601 320077152 PROMOTION OF LIBRARIANS AND LIBRARY WORKERS IL 501(C)(6) AMERICAN LIBRARY ASSOCIATION 1 MARGARET ALEXANDER EDWARDS TRUST 225 N MICHIGAN AVENUE SUITE 1300 CHICAGO IL 606017616 526389629 PROMOTION OF READING AMONG YOUNG ADULTS IL 501(C)(3) PF AMERICAN LIBRARY ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 ALA ALLIED PROFESSIONAL ASSOCIATION M 131967 FMV ALA ALLIED PROFESSIONAL ASSOCIATION L 35000 INDIRECT COST STUDY