LIBRARIES FIRST: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LIBRARIES FIRST (EIN 37-1130692)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201200619349302850
- Schema version
- 2010v3.4
- 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 | 2012-03-01T15:05:15-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1 |
| City | NAPERVILLE | City |
| State | IL | State |
| ZIP Code | 605632349 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371130692 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INNOVATION EXPERTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INNO | NameControl |
| Phone | 2248484556 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 APPLEBEE STREET NO 211 | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA ZALESKI | Name |
| Title | TREASURER | Title |
| Phone | 2248484556 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW TWARDOWSKI | Name |
| Phone | 6305668400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDGAR MOSSHAMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 APPLEBEE STREET NO 211 | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1521516 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | WE BELIEVE IN AGGREGATING THE POWER OF LIBRARIES. WORKING TOGETHER, A GROUP OF LIBRARIES CAN MOST EFFECTIVELY AND PERSUASIVELY TELL THE LIBRARY STORY, STAND UP FOR LIBRARY VALUES, OBTAIN MAXIMUM VALUE FOR LIBRARY DOLLARS, AND MAXIMIZE THE SUCCESS OF EACH PARTICIPATING LIBRARY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 7 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 357 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 175 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1221182 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1521341 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 584 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1222123 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1521516 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 251576 | 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 | 1197243 | OtherExpensePriorYear |
| Other Expenses Current Year | 1331642 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1197243 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1583218 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 24880 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -61702 | RevenuesLessExpensesCY |
| Total Assets BOY | 259936 | TotalAssetsBOY |
| Total Assets EOY | 277990 | TotalAssetsEOY |
| Total Liabilities BOY | 190836 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 270592 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69100 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7398 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | STRONG LIBRARIES ARE THE CORNERSTONES OF DEMOCRACY. THEY SUPPORT EDUCATION AND PROVIDE ACCESS TO INFORMATION AND THE ACCUMULATED WISDOM OF THE AGES. LIBRARIES ARE GATHERING PLACES AND THE HEARTS OF THE COMMUNITIES THEY SERVE. VISITING THE LIBRARY IS A VERY VALUABLE AND EDUCATIONAL EXPERIENCE FOR INDIVIDUALS AND FAMILIES.NO SINGLE LIBRARY, NO MATTER HOW LARGE OR HOW WELL FUNDED, CAN STAND ALONE. WE BELIEVE IN AGGREGATING THE POWER OF LIBRARIES. WORKING TOGETHER, A GROUP OF LIBRARIES CAN MOST EFFECTIVELY AND PERSUASIVELY TELL THE LIBRARY STORY, STAND UP FOR LIBRARY VALUES, OBTAIN MAXIMUM VALUE FOR LIBRARY DOLLARS, AND MAXIMIZE THE SUCCESS OF EACH PARTICIPATING LIBRARY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 364880 | Expense |
| Revenue | 365712 | Revenue |
| Description | TUTOR.COM LEARNING SUITE:TUTOR.COM LEARNING SUITE PROVIDES STUDENTS OF ALL AGES - K12 THROUGH ADULT LEARNERS - WITH ONLINE LEARNING AND CAREER SERVICES. IN ADDITION TO THE HIGH-QUALITY ONE-TO-ONE TUTORING PROVIDED, TUTOR.COM HAS CONTINUED TO EXPAND THEIR 24/7 SKILLSCENTER(TM) RESOURCE LIBRARY TO INCLUDE VIDEOS, STUDY GUIDES, PRACTICE TESTS, JOB LISTINGS, AND SAMPLE RESUMES. THIS FISCAL YEAR, 59 PUBLIC LIBRARIES SUBSCRIBED TO THE PROGRAM AND SAVED 10% - 83% OFF THE STANDARD SUBSCRIPTION PRICE. THE LIBRARIES' COMBINED POPULATION SERVED OF 1,756,746 MAY BENEFIT FROM THIS SERVICE. THE PARTICIPATING LIBRARIES PAID FOR 17,333 HOURS OF TUTORING AND SAVED ILLINOIS RESIDENTS AN ESTIMATED $606,667 OVER PAYING FOR TUTORING SERVICES ON THEIR OWN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 277375 | Expense |
| Revenue | 291882 | Revenue |
| Description | GALE VIRTUAL REFERENCE LIBRARY (GVRL) PUBLIC:THERE ARE A TOTAL OF 117 PUBLIC LIBRARIES THROUGHOUT THE STATE THAT PARTICIPATE IN THE GALE VIRTUAL REFERENCE LIBRARY CONSORTIUM. THESE LIBRARIES HAVE A COMBINED POPULATION SERVED OF 3,649,264. THE CONSORTIUM BEGAN WITH THE ORIGINAL GVRL COLLECTION OFFER. THIS ORIGINAL COLLECTION INCLUDED TITLES THROUGH 2008 AND GAVE PATRONS ACCESS TO OVER 330 UNIQUE ELECTRONIC REFERENCES TITLES - OVER 470 VOLUMES - IN VIRTUALLY ANY SUBJECT, INCLUDING HEALTH, SCIENCE, ART, HISTORY, BIOGRAPHY AND MANY MORE. LIBRARIES SAVED BETWEEN 51%-97% OFF THE EBOOK LIST PRICE. FORTY-FIVE LIBRARIES HAVE UPDATED THEIR GVRL COLLECTION WITH 2009, 2010 AND/OR 2011 TITLES THAT THEY PURCHASED THROUGH INNOVATION EXPERTS. THE 2009 TITLES OFFER INCLUDES 29 UNIQUE EBOOK TITLES (110 VOLUMES) AND LIBRARIES MAY SAVE 53% TO 96% OFF THE LIST PRICE. THE 2010 TITLES OFFER INCLUDES 59 EBOOK VOLUMES AND LIBRARIES MAY SAVE 41% TO 97% OFF THE LIST PRICE. THE 2011 TITLES OFFER INCLUDES A COLLECTION OF 42 EBOOK TITLES AND LIBRARIES MAY SAVE 15% TO 30% OFF THE LIST PRICE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 249113 | Expense |
| Revenue | 262724 | Revenue |
| Description | MYMEDIAMALL:MYMEDIAMALL IS A WEB-BASED SERVICE THAT ALLOWS LIBRARY PATRONS TO CHECK OUT AND DOWNLOAD AUDIOBOOKS, EBOOKS, AND VIDEOS ANY TIME OF THE DAY OR NIGHT FROM THE COMFORT OF THEIR OWN HOME. MYMEDIAMALL, POWERED BY OVERDRIVE, ALLOWS USERS TO DOWNLOAD TO A PERSONAL COMPUTER, AS WELL AS ENJOY DIGITAL CONTENT ON A WIDE ARRAY OF DEVICES INCLUDING MP3 PLAYERS, IPODS, IPADS, EREADERS, CDS, SMARTPHONES, AND PDAS. THIS GROWING COLLECTION INCLUDES OVER 13,000 TITLES. FIFTY SEVEN PUBLIC LIBRARIES, ONE LIBRARY SYSTEM, AND TWO ACADEMIC LIBRARIES WHO SERVE A COMBINED PER CAPITA POPULATION IN EXCESS OF 3,000,000, PARTICIPATE IN THE CONSORTIUM AND OFFER THIS GREAT SERVICE TO THEIR PATRONS. THE SERVICE SINCE ITS INCEPTION HAS EXCEEDED 760,000 CHECKOUTS. CHECKOUTS FOR THIS FISCAL YEAR ALONE TOPPED 270,000. SINCE INCEPTION, THIS SERVICE SAVED ILLINOIS PARTICIPANTS AN ESTIMATED $24,320,000 OVER PURCHASING THESE BOOKS ON THEIR OWN AND WAS PAID FOR BY PARTICIPATING ILLINOIS LIBRARIES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 567125 | Expense |
| Revenue | 601023 | Revenue |
| Description | GALE VIRTUAL REFERENCE LIBRARY (GVRL) HIGH SCHOOL 2010 OFFER:THESE AUTHORITATIVE REFERENCE TITLES ARE AVAILABLE THROUGH THE STATE-OF-THE ART GALE VIRTUAL REFERENCE LIBRARY (GVRL) PLATFORM. LIBRARIES MAY CHOOSE FROM A LIST OF 98 TITLES WHICH INCLUDES CONTINUING SERIES LIKE NOVELS FOR STUDENTS AND SHORT STORIES FOR STUDENTS. COLLECTION INCLUDES UNLIMITED, SIMULTANEOUS IN-LIBRARY AND REMOTE ACCESS; LANGUAGE TRANSLATOR - CHOOSE FROM 11 LANGUAGES WITH ONE SIMPLE CLICK; CROSS-SEARCH YOUR EBOOKS WITH YOUR ONLINE PERIODICALS AND OTHER GALE RESOURCES; READSPEAKER - TECHNOLOGY THAT READS THE TEXT TO THE STUDENT - GREAT FOR AUDITORY LEARNERS; CITATION GENERATION. THERE ARE A TOTAL OF 85 HIGH SCHOOLS THROUGHOUT THE STATE THAT PARTICIPATE IN THE GALE VIRTUAL REFERENCE LIBRARY HIGH SCHOOL CONSORTIUM. THESE HIGH SCHOOLS HAVE A COMBINED STUDENT POPULATION OF 121,730. SAVINGS ARE 63%-85% OFF THE LIST PRICE.LEXISNEXIS LIBRARY EXPRESS:THIS POWERFUL, EASY-TO-USE, WEB-BASED SERVICE PROVIDES ACCESS TO OVER 10,000 NEWS, BUSINESS, AND LEGAL SOURCES. CURRENTLY, 34 LIBRARIES SUBSCRIBE TO LIBRARY EXPRESS WITH A COMBINED PER CAPITA POPULATION SERVED OF 1,665,799 WHO MAY ACCESS THIS SERVICE. THE PARTICIPATING LIBRARIES SAVE 20% - 33% OFF THE LIST PRICE. WE EXPECT INCREASING PARTICIPATION IN THIS OFFER AS MORE LIBRARIES BECOME FAMILIAR WITH THIS EXCITING PRODUCT. LEXISNEXIS CONTINUES TO ADD NEW CONTENT ON INDUSTRIES, EXECUTIVES, BLOGS AND VIDEOS.RECORDED BOOKS:THE MOST RECENT ANNUAL SUBSCRIPTION TO RECORDED BOOKS INCLUDES OVER 2600 AUDIOBOOKS INCLUDING RECORDED BOOKS' DRM-FREE IPOD-COMPATIBLE TITLES. A TOTAL OF 34 PUBLIC AND SCHOOL LIBRARIES, WITH A COMBINED POPULATION SERVED OF 1,067,929 TOOK ADVANTAGE OF THIS EXCEPTIONALLY PRICED OFFER. WELLNESS INSURANCE NETWORK PLAN ADMINITRATOR:EFFECTIVE JULY 1, 2010, INNOVATION EXPERTS BECAME THE PLAN ADMINISTRATOR OF THE WELLNESS INSURANCE NETWORK (WIN). WIN IS A PARTIALLY SELF-FUNDED GROUP INSURANCE POOL CONSISTING OF UNITS OF LOCAL GOVERNMENT WHICH ARE MAINLY PUBLIC LIBRARIES. WIN HAS 24 MEMBERS LOCATED IN ILLINOIS WHO PARTICIPATE IN THE POOL. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 567125 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 601023 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1458493 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 1 | 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 | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE ANN LAWRENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2248484556 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 APPLEBEE ST SUITE 211 | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BENJAMIN SCHAPIRO | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| DALE ANN LAWRENCE | ||||||
| EXECUTIVE DIRECTOR | 2.00 | X | X | 32570 | 0 | 0 |
| DR EDGAR MOSSHAMER | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| LINDA ZALESKI | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JAN SYKES | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 32570 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GALE CENGAGE INC | |||||
| 27500 DRAKE ROAD | FARMINGTON HILLS | MI | 48331 | VIRTUAL REFERENCE LIBRARY | 432236 |
| TUTORCOM | |||||
| 9 E 40TH STREET 2ND FLOOR | NEW YORK | NY | 10016 | ONLINE TUTOR SERVICES | 354907 |
| OVERDRIVE INC | |||||
| 8555 SWEET VALLEY UNIT N | CLEVELAND | OH | 44125 | DOWNLOADABLE AUDIOBOOKS, EBOOKS | 225575 |
| LEXISNEXIS | |||||
| 7500 OLD GEORGETOWN ROAD | BETHESDA | MD | 208146126 | ONLINE LEGAL DATABASE | 163467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 175 | AllOtherContributions |
| Total Contributions | 175 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES FOR SERVICES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1521341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1521341 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1521341 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1521516 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1521341 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228699 | Total |
| Program Services | 137219 | ProgramServices |
| Management And General | 91480 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22877 | Total |
| Program Services | 13727 | ProgramServices |
| Management And General | 9150 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1926 | Total |
| Program Services | 1156 | ProgramServices |
| Management And General | 770 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6980 | Total |
| Program Services | 4188 | ProgramServices |
| Management And General | 2792 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4840 | Total |
| Program Services | 2904 | ProgramServices |
| Management And General | 1936 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3936 | Total |
| Program Services | 2362 | ProgramServices |
| Management And General | 1574 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11537 | Total |
| Program Services | 6922 | ProgramServices |
| Management And General | 4615 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23923 | Total |
| Program Services | 14354 | ProgramServices |
| Management And General | 9569 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3014 | Total |
| Program Services | 1809 | ProgramServices |
| Management And General | 1205 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2501 | Total |
| Program Services | 1501 | ProgramServices |
| Management And General | 1000 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACTUAL SERVICES | 1259018 | 1259018 | |
| CONTRACTUAL AGREEMENTS | 12388 | 12388 | |
| MISCELLANEOUS | 1354 | 810 | 544 |
| OTHER CONTRACTED OUTSID | 225 | 135 | 90 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1583218 | Total |
| Program Services | 1458493 | ProgramServices |
| Management And General | 124725 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 193952 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175097 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13592 | BOY |
| EOY | 80405 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71247 | BOY |
| EOY | 3633 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259936 | BOY |
| EOY | 277990 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25201 | BOY |
| EOY | 85608 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165635 | BOY |
| EOY | 173641 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 11343 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190836 | BOY |
| EOY | 270592 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69100 | BOY |
| EOY | 7398 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69100 | BOY |
| EOY | 7398 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259936 | BOY |
| EOY | 277990 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -61702 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152242 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115061 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 282 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 175 | CurrentTaxYear |
| Total | 268117 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6799 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1000 | CurrentTaxYearMinus1Year |
| Total | 23199 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 166642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121860 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1282 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 175 | CurrentTaxYear |
| Total | 291316 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 291316 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4288 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3626 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 584 | CurrentTaxYearMinus1Year |
| Total | 18868 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 310184 | TotalSupport |
| Gross Receipts From Admissions Etc | 6127589 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93920 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96410 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LIABILITIES | Description |
| Amount | $11,343 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11343 | TotalOfAmounts |
| Total Revenue | 1521516 | TotalRevenue |
| Total Expenses | 1583218 | TotalExpenses |
| Excess Or Deficit For Year | -61702 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -61702 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1521516 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1521516 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1521516 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1583218 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1583218 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1583218 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | EFFECTIVE JULY 1, 2010 INNOVATION EXPERTS WAS HIRED BY THE WELLNESS INSURANCE NETWORK (WIN) TO ACT AS THE PLAN ADMINISTRATOR. WIN INCLUDES 24 PUBLIC LIBRARIES WHO PARTICIPATE IN SOME OR ALL OF THE INSURANCE PROGRAM SERVICES INCLUDING HEALTH, DENTAL, LIFE, LONG TERM DISABILITY AND SHORT TERM DISABILITY. WIN ALSO OFFERS A SECTION 125 PLAN. THE WIN PLAN IS SELF-FUNDED. |
| FORM 990, PART VI, SECTION B, LINE 11 | UPON RECEIPT OF THE DRAFT FORM 990, INNNOVATION EXPERTS BOARD MEMBERS WILL BE EMAILED A DRAFT FOR THEIR REVIEW AND COMMENT. INNNOVATION EXPERTS BOARD MEMBERS WILL ACKNOWLEDGE RECEIPT OF THE FORM 990. INNNOVATION EXPERTS BOARD MEMBERS WILL DISCUSS AND AGREE TO ANY CHANGES MADE TO THE DRAFT. INNNOVATION EXPERTS STAFF WILL NOTIFY THE FORM 990 CREATOR OF CHANGES. UPON RECEIPT OF THE REVISED FORM 990, INNNOVATION EXPERTS BOARD MEMBERS WILL BE EMAILED THE FINAL VERSION FOR REVIEW. INNNOVATION EXPERTS BOARD MEMBERS WILL ACKNOWLEDGE RECEIPT AND APPROVE THE FINAL VERSION FOR SUBMISSION TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURE: TO EFFECTUATE THIS POLICY EACH PERSON SHALL DISCLOSE TO THE BOARD AND PRESIDENT ANY CONFLICT OF INTEREST SUCH PERSON OR A RELATED PARTY HAS REGARDING ANY TRANSACTION TO BE CONSIDERED BY THE COMPANY. ON AN ANNUAL BASIS, EACH PERSON SHALL SUBMIT A DISCLOSURE LIST ON WHICH THE PERSON IDENTIFIES ALL ENTITIES IN WHICH SUCH PERSON OR A RELATED PARTY IS AN EMPLOYEE, OFFICER, DIRECTOR OR CONSULTANT TO OR IN WHICH THE PERSON OR A RELATED PARTY HAS A MATERIAL FINANCIAL INTEREST. WITH RESPECT TO MEMBERS OF A PERSONS FAMILY LIVING OUTSIDE THE HOUSEHOLD, THE PERSON SHALL DISCLOSE SUCH CONFLICTS OF WHICH SHE/HE HAS ACTUAL KNOWLEDGE. IN ADDITION, THE PERSON SHALL ANNUALLY SIGN A STATEMENT AFFIRMING THAT HE/SHE HAS READ THIS POLICY, AGREES TO COMPLY WITH THE POLICY AND ACKNOWLEDGES HE/SHE IS NOT AWARE OF ANY VIOLATIONS OR DISCLOSES ANY KNOWN VIOLATIONS. RECUSAL: A DIRECTOR OF THE COMPANY SHALL RECUSE HIM/HERSELF FROM THE BOARD'S DELIBERATIONS REGARDING ANY MATTER IN WHICH THE DIRECTOR HAS A CONFLICT OF INTEREST UNLESS THE CHAIR OF THE BOARD DETERMINES THAT RECUSAL IS UNNECESSARY IN THE PARTICULAR INSTANCE. A STAFF MEMBER SHALL NOT BE THE RESPONSIBLE STAFF PERSON ON A TRANSACTION IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. RECORD OF PROCEEDINGS: THE COMPANY SHALL KEEP A RECORD OF ALL TRANSACTIONS IN WHICH A PERSON HAD A CONFLICT OF INTEREST AND THE PROCEDURES FOLLOWED IN SUCH INSTANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION RELIED ON A RELATED ORGANIZATION'S COMPENSATION PROCEDURES TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |