2012-12-10T18:08:59-06:00 2012-06-30 510380493 WHEELER WOLFENDEN & DWARES PA 4550 NEW LINDEN HILL ROAD SUITE 201 WILMINGTON DE 19808 990 2011-07-01 362364659 INTERNATIONAL READING ASSOCIATION INTE 3027311600 P O BOX 8139 NEWARK DE 197148139 GREG RUMSEY 3027311600 2012-11-26 1 DAVID M WOLFENDEN CPA CVA MS P00054438 3022548240 2011 2016-02-24 21:20:13Z GREG RUMSEY 800 BARKSDALE ROAD NEWARK DE 19714 20549996 0 X WWW.READING.ORG X 1956 DE PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 13 12 101 10 533263 -142407 5886870 5111269 5316171 5183032 763582 715314 2128829 1836489 14095452 12846104 121614 119098 0 0 7052695 6551323 0 0 0 7585914 8612224 14760223 15282645 -664771 -2436541 25485643 23048088 4530954 5542916 20954689 17505172 X PROMOTE READING BY CONTINUOUSLY ADVANCING THE QUALITY OF LITERACY INSTRUCTION AND RESEARCH WORLDWIDE. 0 0 5327950 4383253 CONFERENCES - A PRIMARY MEANS BY WHICH THE ASSOCIATION PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR EDUCATORS. 2461733 2554881 PUBLICATIONS - THE PRODUCTION OF BOOKS AND ELECTRONIC MEDIA CONTAINING RESEARCH-BASED LITERACY AND READING INSTRUCTION FOR EDUCATORS. 5164004 4620615 MEMBERSHIP AND JOURNAL PUBLICATIONS - THE PRODUCTION OF REFEREED JOURNALS PRESENTING RESEARCH ON LITERACY AND READING INSTRUCTION. EXPENSES OF RESEARCH AND PROFESSIONAL ACTIVITIES EXPENSES RELATED TO DEVELOPMENT ACTIVITIES & DISTRIBUTION OF PUBLICATIONS, BROCHURES AND NEWSPAPER 12953687 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 301 0 1 101 1 1 1 1 AR CA 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 1 1 0 X X X FINANCE & ADMINISTRATION 3027311600 800 BARKSDALE ROAD NEWARK DE 197148139 MAUREEN MCLAUGHLIN 10.00 X X 0 0 0 VICTORIA J RISKO 10.00 X X 0 0 0 CARRICE C CUMMINS 10.00 X X 0 0 0 HEATHER I BELL 10.00 X 0 0 0 KAREN BROMLEY 10.00 X 0 0 0 STEVEN LAYNE 10.00 X 0 0 0 WILLIAM H TEALE 10.00 X 0 0 0 TERRELL A YOUNG 10.00 X 0 0 0 BRENDA JOINER OVERTURF 10.00 X 0 0 0 JAY BLANCHARD 10.00 X 0 0 0 KATHY HEADLEY 10.00 X 0 0 0 JOYCE G HINMAN 10.00 X 0 0 0 MARK MULLEN 35.00 X 173075 0 19958 DAN MANGAN 35.00 X 114468 0 17375 GREG RUMSEY 35.00 X 112105 0 21710 399648 0 59043 3 0 1 0 MADAN & MADAN PC 77 FRANKLIN STREET 6TH FLOOR BOSTON MA 02110 LEGAL SERVICES 510846 ROPES & GRAY LLP 800 BOYLSTON STREET PRUDENTIAL TOW BOSTON MA 02199 LEGAL SERVICES 316618 MCCORMICK PLACESMG 2301 SOUTH LAKESHORE DRIVE CHICAGO IL 60616 CONVENTION SERVICES 198140 THE CONVENTION STORE LLC 405 HEADQUARTERS DIRVE SUITE 7 MILLERSVILLE MD 21108 CONVENTION SERVICES 182785 SMG FOOD & BEVERAGE LLC 300 CONSHOHOCKEN STATE ROAD SUITE WEST CONSHOHOCKEN PA 19428 CONVENTION SERVICES 134986 8 3561797 1549472 5111269 CONFERENCES 511190 4140550 4140550 ADVERTISING 511190 533263 533263 COUNCIL AND OTHERS 511190 356843 356843 LIST RENTAL 511190 152376 152376 5183032 190041 190041 419228 419228 118502 0 118502 118502 118502 7608060 7082787 525273 525273 525273 1903860 621105 1282755 1282755 BAD DEBT RECOVERY 511190 15871 15871 GAIN ON FOREIGN EXCHAN 511190 1925 1925 CHANGE IN VALUE OF INT 511190 -1792 -1792 16004 12846104 5629350 533263 1572222 119098 119098 172500 172500 4914500 4069600 844900 249279 196930 52349 880883 695898 184985 334161 270670 63491 1449646 1014752 434894 55881 8941 46940 170660 145061 25599 587097 499032 88065 441541 437126 4415 2094080 2094080 563128 461765 101363 OUTSIDE SERVICES 1929482 1659355 270127 POSTAGE AND SHIPPING 466612 447948 18664 MARKETING & PROMOTIONS 389594 389594 PRINTING AND PUBLICATIO 312703 312703 151800 131134 20666 15282645 12953687 2328958 0 974277 1600818 702168 977188 474240 392063 174975 242812 10588905 6239188 4780023 4349717 15237969 14007533 3029422 1377707 112569 100250 25485643 23048088 1267361 1753371 3181576 3713924 82017 75621 4530954 5542916 X 20711394 17271737 70329 62261 172966 171174 20954689 17505172 25485643 23048088 X -2436541 -1012976 X X 0 1 1 X 0 X 7488769 1105918 1180667 1051831 1549472 12376657 10575331 15067333 13343219 11814661 9963051 60763595 18064100 16173251 14523886 12866492 11512523 73140252 0 0 0 73140252 2908111 -4194233 3052791 4431485 923917 7122071 2908111 -4194233 3052791 4431485 923917 7122071 20972211 11979018 17576677 17297977 12436440 80262323 0.91130 0.89210 0.08870 0.10790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 220329 -8068 212261 178300 42029 220329 115354 50000 12946 178300 100000 15354 115354 0.71000 0.29000 0 0 1089848 1089848 4555967 2368523 2187444 3917923 3010252 907671 1025167 860413 164754 4349717 OTHER SECURITIES 1042335 F OTHER SECURITIES 335372 F 1377707 HELD FOR OTHERS IN CHARITABLE REMAINDER TRUST 75621 75621 12846104 15282645 -2436541 -1012976 -1012976 -3449517 12454233 -1012976 621105 -391871 12846104 0 12846104 15903750 621105 621105 15282645 0 15282645 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A)(2) OF THE IRC. INCOME NOT RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IMPOSE A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED IN REGARD TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS IS REQUIRED TO BE ACCRUED AND INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION AS OF JUNE 30, 2012 AND 2011. THE FEDERAL INFORMATIONAL RETURNS OF THE ASSOCIATION FOR THE YEARS ENDED JUNE 30, 2009, 2010 AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XII, LINE 2D - OTHER ADJUSTMENTS: COSTS OF SALES NETTED AGAINST SALES OF INVENTORY PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NETTED AGAINST SALES OF INVENTORY 1 OUTSTANDING DISSERTATION AWARD 1 1000 EMJ AWARD 1 1000 ERWIN ZOLT AWARD 2 2500 ALBERT J. HARRIS 7 434 TEACHER AS RESEARCHER GRANT 14 24062 REGIE ROUTMAN TEACHER RECOGNITION 1 2500 S. STAHL RESEARCH AWARD 1 1000 DINA FEITELSON AWARD 6 498 J. JOHNS OUTSTANDING READING TEACHER 1 1000 JEANNE CHALL RESEARCH FELLOWSHIP 1 6000 CHILDREN'S AND YOUNG ADULT'S BOOK AWARD 7 5600 INTERNATIONAL DEVELOPMENT FUND TRAVEL GRANT 1 4534 WORLD LEARNING INC. 1 2500 DIVERSITY GRANT 2 2500 NILA BANTON SMITH AWARD 2 4000 ARBUTHNOT AWARD 1 800 H.M. ROBINSON GRANT 2 2400 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS A COMMITTEE THAT INCLUDES MEMBERS WHO REVIEW AWARD APPLICATIONS THAT HAVE BEEN SUBMITTED. THE COMMITTEE THEN SELECTS AWARD RECIPIENTS FOR EACH AWARD. X 1 1 X X X 1 0 0 0 0 0 0 0 0 MARK MULLEN 173075 0 0 0 0 0 0 0 19958 0 193033 0 151152 0 FORM 990, PART VI, SECTION A, LINE 7B THEY NEED MEMBERSHIP TO CHANGE BYLAWS AND ANY ORGANIZATIONAL DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE TAX RETURN BEFORE IT IS FILED TO ENSURE THE ACCURACY OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THIS ON AN ANNUAL BASIS TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE CONSULTANT IS RETAINED TO ADVISE ON APPROPRIATE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE IN THE BUSINESS OFFICE AND ARE MADE AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,012,976. IRA HAS AN AUDIT COMMITTEE THAT IS LED BY THE PRESIDENT-ELECT OF THE BOARD.