2024-02-05T11:30:42-06:00 2023-06-30 541712517 SPRING & COMPANY CPAS PC 112 ELDEN STREET SUITE I HERNDON VA 20170 990 2022-07-01 521576808 COUNCIL ON LIBRARY AND INFORMATION RESOURCES COUN 2022571269 1800 DIAGONAL RD 600 ALEXANDRIA VA 22314 CHARLES HENRY PRESIDENT 2029394756 2024-02-05 1 CHARLES HENRY 999009999 0 SPRING COMPANY CPAS PC P01343484 7039049027 2024-02-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLES HENRY 1800 DIAGONAL RD STE 600 ALEXANDRIA VA 22314 12557368 0 X WWW.CLIR.ORG X 1988 DC CLIR IS AN INDEPENDENT, NONPROFIT ORGANIZATION THAT FORGES STRATEGIES TO ENHANCE RESEARCH, TEACHING, AND LEARNING ENVIRONMENTS IN COLLABORATION WITH LIBRARIES, CULTURAL INSTITUTIONS, AND COMMUNITIES OF HIGHER LEARNING. 20 20 22 0 0 0 4030053 11287475 940230 1098064 95429 168254 0 0 5065712 12553793 5324500 535015 0 0 2985965 2791314 0 0 0 1794062 3395561 10104527 6721890 -5038815 5831903 9356231 16286889 398675 1485872 8957556 14801017 X CLIR IS AN INDEPENDENT, NONPROFIT ORGANIZATION THAT FORGES STRATEGIES TO ENHANCE RESEARCH, TEACHING, AND LEARNING ENVIRONMENTS IN COLLABORATION WITH LIBRARIES, CULTURAL INSTITUTIONS, AND COMMUNITIES OF HIGHER LEARNING. 0 0 900477 PRESERVATION: EXAMINE SUSTAINABLE STRATEGIES FOR PRESERVING ALL MEDIA, ANALOG AND TRADITIONAL, AND HEIGHTEN PUBLIC AWARENESS OF THE RISKS OF FAILING TO PLAN FOR PRESERVATION. 1504761 DIGITAL INFRASTRUCTURE: SUPPORT EFFORTS TO PIONEER INNOVATIVE USES OF INFORMATION TECHNOLOGIES AND ENGAGE COMMUNITY EXPERTISE TO EXTEND COLLECTIONS AND SERVICES. 1065951 519895 SCHOLARSHIP AND RESEARCH: EXPLORE AND ASSESS NEW METHODOLOGIES, EMERGING FIELDS OF INQUIRY, INTELLECTUAL STRATEGIES INVOLVING DATA GATHERING AND COLLABORATION, AND MODES OF COMMUNICATION, INCLUDING SHARING OF RESEARCH DATA AND PUBLISHING MODELS, THAT ARE LIKELY TO DEFINE THE NEXT GENERATION OF SCHOLARS. 2608218 15120 1098064 OTHER INCLUDING LEADERSHIP INSTITUTE AND COLLABERATIVE INITIATIVES 2608218 15120 1098064 6079407 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 91 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC VA X THE ORGANIZATION 2022571269 1800 DIAGONAL RD STE 600 ALEXANDRIA VA 22314 DAN COHEN DIRECTOR 2.00 X 0 0 0 KURT DE BELDER DIRECTOR 2.00 X 0 0 0 MICHELE CASALINI DIRECTOR 2.00 X 0 0 0 CHRISTOPHER CELENZA DIRECTOR 2.00 X 0 0 0 TESS DAVIS DIRECTOR 2.00 X 0 0 0 KATHLEEN FITZPATRICK DIRECTOR 2.00 X 0 0 0 EDWARD AYERS DIRECTOR 2.00 X 0 0 0 MICHAEL A KELLER DIRECTOR 2.00 X 0 0 0 W JOSEPH KING DIRECTOR 2.00 X 0 0 0 CAROL MANDEL DIRECTOR 2.00 X 0 0 0 MAX MARMOR DIRECTOR 2.00 X 0 0 0 BUHLE MBAMBO-THATA DIRECTOR 2.00 X 0 0 0 RICHARD OVENDEN DIRECTOR 2.00 X 0 0 0 WINSTON TABB DIRECTOR 2.00 X 0 0 0 GUY BERTHIAUME DIRECTOR 2.00 X 0 0 0 SOHAIR WASTAWY DIRECTOR 2.00 X 0 0 0 JOHN PRICE WILKIN TREASURER 2.00 X 0 0 0 FENELLA FRANCE DIRECTOR 2.00 X 0 0 0 ASMA NAEEM DIRECTOR 2.00 X 0 0 0 SANDRA PHOENIX DIRECTOR 2.00 X 0 0 0 BEN VINSON III DIRECTOR 2.00 X 0 0 0 CHARLES HENRY PRESIDENT 40.00 X 280704 0 72413 AMY LUCKO CHIEF OPERATING OFFICER 40.00 X 132000 0 28127 WAYNE GRAHAM CHIEF TECHNOLOGY OFFICER 40.00 X 140000 0 30972 JOSHUA HADRO DIRECTOR IFF CONSORTIUM 40.00 X 150964 0 28297 SHARON IVY WEISS CHIEF FINANCIAL OFFICER 40.00 X 135000 0 31768 838668 0 191577 8 0 1 0 0 379961 10907514 11287475 AGENCY FEES 900099 992190 992190 FELLOWSHIP FEES 900099 83400 83400 22474 22474 1098064 171829 171829 3575 -3575 -3575 -3575 12553793 1098064 0 168254 X 535015 535015 2091926 1717885 374041 308967 256443 52524 237300 196959 40341 153121 127090 26031 2125357 2073903 51454 TRAVEL AND MEETINGS 986253 910231 76022 OFFICE OPERATIONS 255909 87899 168010 COMMUNICATIONS 28042 26189 1853 INDIRECT 0 147793 -147793 6721890 6079407 642483 0 8035597 11134971 550350 4607550 323216 66350 447068 478018 9356231 16286889 246875 1478012 151800 7860 398675 1485872 X 1647331 1375824 7310225 13425193 8957556 14801017 9356231 16286889 5831903 11558 0 X X 0 1 X 1 0 X 9136735 3049143 8602555 4030053 11287475 36105961 9136735 3049143 8602555 4030053 11287475 36105961 23299259 12806702 204215 230078 116405 95429 168254 814381 1257653 1074060 1023699 940230 1098064 5393706 42314048 0.30270 0.26600 X THE COUNCIL IS ORGANIZED AND OPERATED SO AS TO ATTRACT ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. THE COUNCIL HAS RECEIVED SUBSTANTIAL ANNUAL FUNDING FROM PUBLIC CHARITIES AND GOVERNMENTAL UNITS DURING THE MEASUREMENT PERIODS ENDING JUNE 30, 2017-2022. IN THE 2022 YEAR END FISCAL YEAR, CLIR RECEIVED FINANCIAL SUPPORT FROM OVER 145 PUBLIC AND PRIVATE UNIVERSITIES, COLLEGES AND LIBRARIES AS ONGOING "SPONSOR" INSTITUTIONS TO THE COUNCIL. THE COUNCIL'S DLF PROGRAM HAS MORE THAN 160 MEMBER UNIVERSITIES AND LIBRARIES WHO PAY ANNUAL MEMBERSHIP DUES FOR THIS PROGRAM. ADDITIONALLY, NEW AND EMERGING PROGRAMS WILL CONTINUE TO ATTRACT ADDITIONAL PUBLIC SUPPORT. THE COUNCIL IS IN THE NATURE OF A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTORS DESCRIBED IN THE TREASURY REGULATIONS 1.170A-9. THE COUNCIL RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS. THE COUNCIL'S SUPPORT SOURCES INCLUDE CONTRIBUTIONS FROM A RANGE OF PUBLIC CHARITIES, CONSISTING OF UNIVERSITIES, COLLEGES, RELATED LIBRARIES AND MUSEUMS. IN THE CURRENT YEAR, THE COUNCIL RECEIVED SUPPORT FROM ONLY ONE NON-PUBLIC CHARITY DONORS THAT EXCEED THE 2% LIMITATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 12565351 11558 11558 12553793 0 12553793 6721890 0 6721890 0 6721890 PART X, LINE 2: IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FASB, THE ORGANIZATION RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2019. SOUTH AFRICA 0 0 GRANT/PROGRAM SERVICE FELLOWSHIP/DIGITIZATION 41000 EUROPE 0 0 GRANT/PROGRAM SERVICE IIPC/DIGITIZATION;LISTTOTAL 178678 153221 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANT/PROGRAM SERVICE IIPC CONSULTING SOUTH AMERICA 0 0 GRANT/PROGRAM SERVICE 0 0 0 0 0 0 194221 0 194221 0 0 0 0 0 0 PART I, LINE 2: THE COUNCIL HAS A CONTRACT WITH EACH UNIVERSITY THAT APPLIES TO PARTICIPATE IN THE PROGRAM. IT STATES THAT THEY WILL RECEIVE FUNDING FOR SALARIES AND BENEFITS TO HIRE A PERSON IN THIS POSITION. THE CONTRACT STIPULATES A PAYMENT TIMELINE THAT IS DEPENDENT UPON OUR RECEIPT OF FINANCIAL REPORTS AND NARRATIVES REGARDING THIS PERSON ALONG WITH CONTINUED EMPLOYMENT. ANY UNSPENT FUNDS ARE REQUIRED TO BE RETURNED TO CLIR. PART III ACCOUNTING METHOD: 1 CARNEGIE MELLON 5000 FORBES AVE PITTSBURGH PA 94612 47736 0 SUPPORT FELLOW IN ENERGY SOCIAL SCIENCES - EMERGING LEADERS WILLIAM MARSH RICE UNIVERSITY 5620 GREENBRIAR DR HOUSTON TX 77005 91000 0 SUPPORT FELLOW IN AFRICAN AMERICAN/AFRICAN STUDIES - EMERGING LEADERS GRINNELL COLLEGE 1115 8TH AVE GRINNELL IA 50112 91000 0 SUPPORT FELLOW IN AFRICAN AMERICAN/AFRICAN STUDIES - EMERGING LEADERS UNIV OF MARYLAND UNIVERSITY OF MD COLLEGE PARK MD 20742 91000 0 SUPPORT FELLOW IN AFRICAN AMERICAN/AFRICAN STUDIES - EMERGING LEADERS PHILADELPHIA MUSEUM OF ART 2600 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19130 91000 0 SUPPORT FELLOW IN AFRICAN AMERICAN/AFRICAN STUDIES - EMERGING LEADERS UNC GREENSBORO PO BOX 26170 GREENSBORO NC 26170 46865 0 SUPPORT FELLOW IN AFRICAN AMERICAN/AFRICAN STUDIES - EMERGING LEADERS PART I, LINE 2: THE PRESIDENT ALONG WITH THE PROGRAM DIRECTOR REVIEW ALL GRANT REQUESTS. THE ORGANIZATION HAS SET UP A FORMAT IN WHICH APPLICANTS CAN APPLY FOR GRANTS X 0 0 0 0 0 0 0 0 0 CHARLES HENRY PRESIDENT 280704 0 0 0 0 0 42106 0 30307 0 353117 0 0 0 JOSHUA HADRO DIRECTOR IFF CONSORTIUM 150964 0 0 0 0 0 22007 0 6290 0 179261 0 0 0 WAYNE GRAHAM CHIEF TECHNOLOGY OFFICER 140000 0 0 0 0 0 21000 0 9972 0 170972 0 0 0 SHARON IVY WEISS CHIEF FINANCIAL OFFICER 135000 0 0 0 0 0 20250 0 11518 0 166768 0 0 0 AMY LUCKO CHIEF OPERATING OFFICER 132000 0 0 0 0 0 19800 0 8327 0 160127 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S GOVERNING BODY REVIEWS THE FINAL TAX RETURN BEFORE MAILING. THE TREASURER REVIEWS THE AMOUNTS SHOWN ON THE TAX RETURN WITH THE PRESIDENT. ANY QUESTIONS ARE RESOLVED BY THE PRESIDENT PRIOR TO MAILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS AT THEIR FALL MEETING. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS APPROVE PRESIDENT'S COMPENSATION. PRESIDENT DETERMINES ALL OTHER EMPLOYEE COMPENSATION. THERE IS A WRITTEN EMPLOYMENT CONTRACT FOR EACH EMPLOYEE AND INDEPENDANT CONTRACTOR. COMPENSATION IS DETERMINED BY COMPARIBILITY DATA WITH SIMILIAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 CLIR PROVIDES TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. ALL REQUESTS GO THROUGH THE PRESIDENT. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES AND CONTRACTS: PROGRAM SERVICE EXPENSES 2,047,774. MANAGEMENT AND GENERAL EXPENSES 51,454. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,099,228. REGISTRATION MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 26,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,129. PART XII - 2C. NO CHANGE.