Form 990 for tax year 2023

Filed by OCLC INC.

Totals

Total revenue: $257,747,221
Total expenses: $246,707,001
Contributions and grants received: $413,230
Grants paid: $13,638
Program service revenue: $236,422,363
Investment income: $20,844,092
Other revenue: $67,536
Total assets, end of year: $485,839,522
Total liabilities, end of year: $125,458,285
Net assets or fund balances, end of year: $360,381,237
Program services expenses (Part IX): $220,234,705
Management and general expenses: $26,472,296
Fundraising expenses: $0
Program service expenses (Part III): $220,234,705

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1e · Government grants (contributions)

$362,489
1f · All other contributions, gifts and grants

$50,741
2a · Program service revenue: METADATA

total $101,921,333 · related or exempt $101,921,333
2b · Program service revenue: DELIVERY SERVICES

total $74,818,123 · related or exempt $74,818,123
2c · Program service revenue: MANAGEMENT SYSTEMS

total $51,314,496 · related or exempt $51,314,496
2d · Program service revenue: CLOUDLIBRARY

total $6,683,834 · related or exempt $6,683,834
2f · All other program service revenue

total $1,684,577 · related or exempt $1,684,577
3 · Investment income

total $13,792,282 · excluded $13,792,282
6a · Gross rents

real property $1,068,970
6b · Less rental expenses

real property $1,187,498
6c · Rental income or loss

real property -$118,528
6d · Net rental income or loss

total -$118,528 · excluded -$118,528
7a · Gross sales of assets other than inventory

securities $33,023,356
7b · Less cost or other basis and sales expenses

securities $25,971,546
7c · Gain or loss

securities $7,051,810
7d · Net gain or loss

total $7,051,810 · excluded $7,051,810
11a · Other revenue: WEB-LINKING COMMISSION

total $125,826 · unrelated business $125,826
11b · Other revenue: SYNEXIS CONSULTING

total $60,238 · unrelated business $60,238
11e · Other revenue, total

$186,064

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $13,638 · program services $13,638
5 · Compensation of officers, directors and key employees

total $6,861,219 · program services $3,016,167 · management and general $3,845,052
7 · Other salaries and wages

total $110,275,303 · program services $99,949,399 · management and general $10,325,904
8 · Pension plan contributions

total $9,069,085 · program services $8,387,913 · management and general $681,172
9 · Other employee benefits

total $15,768,893 · program services $13,580,868 · management and general $2,188,025
10 · Payroll taxes

total $11,233,147 · program services $10,303,577 · management and general $929,570
11b · Fees: legal

total $1,551,838 · management and general $1,551,838
11c · Fees: accounting

total $1,009,195 · management and general $1,009,195
11f · Fees: investment management

total $126,982 · management and general $126,982
11g · Fees: other

total $11,999,483 · program services $11,292,000 · management and general $707,483
12 · Advertising and promotion

total $411,591 · program services $407,034 · management and general $4,557
13 · Office expenses

total $1,958,260 · program services $1,708,522 · management and general $249,738
14 · Information technology

total $17,321,603 · program services $16,189,852 · management and general $1,131,751
15 · Royalties

total $6,347,382 · program services $6,347,382
16 · Occupancy

total $5,351,037 · program services $5,276,417 · management and general $74,620
17 · Travel

total $3,886,761 · program services $3,323,966 · management and general $562,795
19 · Conferences, conventions and meetings

total $1,270,262 · program services $1,259,140 · management and general $11,122
20 · Interest

total $925,497 · program services $925,497
22 · Depreciation, depletion and amortization

total $31,226,510 · program services $31,223,816 · management and general $2,694
23 · Insurance

total $728,428 · program services $237,382 · management and general $491,046
24a · Other expenses: DEVELOPED SW IMPAIRMENT

total $3,651,841 · program services $3,651,841
24b · Other expenses: OTHER PRODUCT COSTS

total $2,683,807 · program services $2,231,030 · management and general $452,777
24c · Other expenses: TAXES

total $1,846,872 · management and general $1,846,872
24d · Other expenses: EMPLOYEE TRAINING

total $606,772 · program services $504,347 · management and general $102,425
24e · All other expenses

total $581,595 · program services $404,917 · management and general $176,678

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $44,325,222 · end of year $32,681,278
3 · Pledges and grants receivable

end of year $76,665
4 · Accounts receivable

beginning of year $13,534,012 · end of year $16,754,502
5 · Loans and receivables from officers and key people

beginning of year $1,130,119 · end of year $3,132,381
8 · Inventories for sale or use

beginning of year $0 · end of year $5,324
9 · Prepaid expenses and deferred charges

beginning of year $7,346,870 · end of year $8,216,477
10a · Land, buildings and equipment: cost or other basis

$538,637,801
10b · Land, buildings and equipment: accumulated depreciation

$387,263,654
10c · Land, buildings and equipment, net

beginning of year $47,109,556 · end of year $151,374,147
11 · Investments: publicly traded securities

beginning of year $234,450,984 · end of year $229,895,331
12 · Investments: other securities

beginning of year $7,793,560
14 · Intangible assets

beginning of year $103,659,300 · end of year $31,576,623
15 · Other assets

beginning of year $9,573,094 · end of year $12,126,794
17 · Accounts payable and accrued expenses

beginning of year $32,242,149 · end of year $34,740,227
19 · Deferred revenue

beginning of year $39,752,830 · end of year $43,321,521
20 · Tax-exempt bond liabilities

beginning of year $42,676,934 · end of year $29,648,546
25 · Other liabilities

beginning of year $26,417,648 · end of year $17,747,991
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $327,833,156 · end of year $360,381,237

Mission and programs · 2023

Mission

OCLC'S MISSION CENTERS ON USING TECHNOLOGY AND DATA TO PROMOTE ACCESS TO KNOWLEDGE. WE CONNECT INDIVIDUALS, ORGANIZATIONS, LIBRARIES, AND COMMUNITIES TO A VAST ARRAY OF INFORMATION RESOURCES, ENABLING THEM TO EXPLORE, LEARN, (CONTINUED ON SCHEDULE O)AND TRANSFORM. OUR NETWORK PROVIDES ACCESS TO INFORMATION ON A GLOBAL SCALE TO ENHANCE AND SHARE THE COLLECTIVE KNOWLEDGE OF HUMANITY.

Activities or mission (Part I)

OCLC'S MISSION CENTERS ON USING TECHNOLOGY AND DATA TO PROMOTE ACCESS (CONTINUED ON SCHEDULE O)TO KNOWLEDGE. WE CONNECT INDIVIDUALS, ORGANIZATIONS, LIBRARIES, AND COMMUNITIES TO A VAST ARRAY OF INFORMATION RESOURCES, ENABLING THEM TO EXPLORE, LEARN, AND TRANSFORM. OUR NETWORK PROVIDES ACCESS TO INFORMATION ON A GLOBAL SCALE TO ENHANCE AND SHARE THE COLLECTIVE KNOWLEDGE OF HUMANITY.

OCLC IS A NONPROFIT GLOBAL LIBRARY ORGANIZATION PROVIDING SHARED TECHNOLOGY SERVICES, ORIGINAL RESEARCH, AND COMMUNITY PROGRAMS SO THAT LIBRARIES CAN BETTER FUEL LEARNING, RESEARCH, AND INNOVATION. THROUGH OCLC, MEMBER LIBRARIES COOPERATIVELY PRODUCE AND MAINTAIN WORLDCAT, THE MOST COMPREHENSIVE GLOBAL NETWORK OF DATA ABOUT LIBRARY COLLECTIONS AND SERVICES. LIBRARIES GAIN EFFICIENCIES THROUGH OCLC'S WORLDSHARE, A COMPLETE SET OF LIBRARY MANAGEMENT APPLICATIONS AND SERVICES BUILT ON AN OPEN, CLOUD-BASED PLATFORM. IT IS THROUGH COLLABORATION AND SHARING OF THE WORLD'S COLLECTED KNOWLEDGE THAT LIBRARIES CAN HELP PEOPLE FIND ANSWERS THEY NEED TO SOLVE PROBLEMS. (CONTINUED ON SCHEDULE O)FY24 WAS A YEAR OF BOLD ACTION AND MAJOR ACCOMPLISHMENT FOR LIBRARIES AND OCLC THE RESULT OF OUR COLLECTIVE EFFORTS, OUR COMMITMENT TO EXCELLENCE, AND OUR RELENTLESS EFFORTS TO CREATE OUR SHARED FUTURE.WORLDCAT, THE WORLD'S MOST COMPREHENSIVE DATABASE OF INFORMATION ABOUT LIBRARY COLLECTIONS, MAKES LIBRARY COLLECTIONS FINDABLE AND ACCESSIBLE. IT ALLOWS LIBRARIES TO DRAMATICALLY REDUCE TIME SPENT ON CATALOGING AND COLLECTION DEVELOPMENT BY UNIQUELY ENABLING LIBRARIES TO SHARE METADATA CONTRIBUTIONS FROM LIBRARIES, PUBLISHERS, AND OCLC. AND WORLDCAT IS A GLOBAL LEADER IN ELECTRONIC AS WELL AS PRINT METADATA, SUPPORTING 6,500 LANGUAGES IN 135 SCRIPTS. IN FY24, 33.6 BILLION SEARCHES WERE PERFORMED IN WORLDCAT, 52.2 MILLION NEW RECORDS WERE CREATED, AND 15.9 MILLION RECORDS WERE EXPORTED. OCLC CONTINUED TO IMPROVE WORLDCAT RECORD QUALITY IN FY24. WORKING WITH THE LIBRARY COMMUNITY, OCLC IMPROVED THE QUALITY OF 22% OF ALL WORLDCAT BIBLIOGRAPHIC RECORDS. OCLC STAFF WORKED ON 121 MILLION RECORDS WHILE THE LIBRARY COMMUNITY IMPROVED AN ADDITIONAL 2.3 MILLION RECORDS. IMPROVED QUALITY MEANS IMPROVED DISCOVERABILITY AND ACCESS TO INFORMATION. AND WORLDCAT'S UNIQUE PARTICIPATORY MODEL ALLOWS THIS TO HAPPEN AT A SCALE THAT NO INDIVIDUAL INSTITUTION CAN ACHIEVE ALONE. E-RESOURCE IN WORLDCAT SERVICES GREW TO 150 MILLION DIGITAL ITEMS. THESE EFFORTS IMPROVE DISCOVERY OF AND PROVIDE ONE-CLICK ACCESS TO THESE VALUABLE RESOURCES FOR LIBRARY USERS. IN FY24, WORLDCAT HAD 4 BILLION RECORDS THAT CONTAIN ARTICLE METADATA WITH LINKS TO FULL TEXT, AND E-RESOURCES IN WORLDCAT SERVICES INCREASED 3 PERCENT. THESE INCLUDED A TOTAL OF 66 MILLION E-BOOKS AND 84 MILLION DIGITAL CONTENT ITEMS, SUCH AS EJOURNALS, E-MAPS, E-SCORES, E-VIDEOS, STREAMING MUSIC, AND AUDIOBOOKS. AT THE END OF THE FISCAL YEAR, THE WORLDCAT KNOWLEDGE BASE USED FOR MANAGING E-RESOURCES INCLUDED 29,073 COLLECTIONS FROM 677 PROVIDERS COMPRISING 81.7 MILLION RECORDS, A 14 PERCENT GROWTH IN COLLECTIONS AND RECORDS FROM LAST YEAR.PARTNERING WITH THE BIG TEN ACADEMIC ALLIANCE (BTAA), OCLC DEVELOPED AND INTRODUCED A NEW STATE-OF-THE-ART SOLUTION THAT REIMAGINES RESOURCE SHARING FOR LIBRARY GROUPS (RSG). WITH RSG, PARTICIPATING LIBRARIES HAVE ALL THE TOOLS NEEDED TO EASILY LEND AND BORROW RESOURCES FROM GROUP MEMBERS. IF A REQUEST CAN'T BE FILLED WITHIN THE GROUP, IT SEAMLESSLY SCALES OUT TO REGIONAL PARTNERS AND TO OCLC'S GLOBAL RESOURCE SHARING NETWORK WITHOUT ANY STAFF INTERVENTION. THE SOLUTION ALSO BUILDS ON SMART FULFILLMENT FUNCTIONALITY FOR FAST, PREDICTABLE DELIVERY BASED ON LOCAL POLICIES, GROUP PROFILES, AVAILABLE RESOURCES, LIBRARY RELATIONSHIPS, AND USER NEEDS WITH FIRST SUPPLIER FILL RATES AT 90-95%. AT THE END OF FY24, 1.6+ MILLION COPY REQUESTS FOR ARTICLES AND OTHER E-RESOURCES WERE FILLED VIA OCLC'S EXPRESS DIGITAL DELIVERY PROGRAM, WHICH ENABLES DIGITAL RESOURCE BORROWING AND LENDING AMONG A SELECT GROUP OF LIBRARIES THOSE WITH 18 HOURS OR LESS TURNAROUND TIMES USING THE OCLC RESOURCE SHARING NETWORK. CURRENTLY, MORE THAN 1,000 LIBRARIES FROM NEARLY 20 COUNTRIES ARE PARTICIPATING IN THIS PROGRAM, WHICH BEGAN IN JANUARY 2021, DELIVERING ILL REQUESTS WITH REMARKABLE SPEED REDUCING AVERAGE TURNAROUND TIMES BY 50%.LIBRARIES AROUND THE WORLD CONTINUED TO GROW AND SUPPORT WORLDSHARE MANAGEMENT SERVICES (WMS), THE FIRST CLOUD-BASED LIBRARY SERVICES PLATFORM. MORE THAN 850 LIBRARIES, UP 13% FROM LAST YEAR, IN 26 COUNTRIES HAVE NOW SELECTED WMS. MANY IMPORTANT ENHANCEMENTS WERE IMPLEMENTED DURING THE YEAR BASED ON COMMUNITY FEEDBACK.SEARCHES INCREASED 14% IN WORLDCAT DISCOVERY, WHICH HELPS PEOPLE FIND AND GET RESOURCES IN THEIR LIBRARY AND LIBRARIES WORLDWIDE THROUGH A SINGLE SEARCH OF WORLDCAT AND MORE THAN 3,300 AUTHORITATIVE E-CONTENT COLLECTIONS. WORLDCAT DISCOVERY ENABLES USERS TO IDENTIFY AND OBTAIN RESOURCES IN A WIDE VARIETY OF FORMATS AND COLLECTIONS, THROUGH SEARCHES THAT DELIVER RESULTS WITHOUT BIAS TOWARD ANY CONTENT PROVIDERS. CUSTOMIZATION THROUGH CONFIGURATION GIVES USERS AN EXPERIENCE THAT MEETS LOCAL NEEDS, AND ONGOING ENHANCEMENTS KEEP PACE WITH THE CHANGING NEEDS OF LIBRARIES AND THEIR USERS. OCLC ADDED 46 NEW CONTENT COLLECTIONS FROM 11 CONTENT PROVIDERS, INCLUDING FIVE NEW PROVIDERS, TO THE WORLDCAT DISCOVERY CENTRAL INDEX TO ENSURE DISCOVERY OF THEIR CONTENT. AT THE END OF FY24, OCLC HAD AGREEMENTS WITH 422 PUBLISHERS AND INFORMATION PROVIDERS TO INCLUDE METADATA FOR 3,156 COLLECTIONS OF BOOKS, E-BOOKS, JOURNALS, DATABASES, AND OTHER MATERIALS FROM THESE GLOBAL PUBLISHERS TO THE CENTRAL INDEX, REPRESENTING MORE THAN 4.9 BILLION RECORDS.TO INCREASE ACCESS TO ARABIC LIBRARY COLLECTIONS, OCLC LAUNCHED A NEW ARABIC DISCOVERY CATALOG. THE NEW CATALOG BRINGS TOGETHER BIBLIOGRAPHIC RECORDS FROM LIBRARIES LOCATED IN ARABIC COUNTRIES INTO ONE CATALOG. IT INCLUDES RECORDS OF MORE THAN 3.8 MILLION ARABIC RESOURCES AND CONTINUES TO GROW, MAKING IT ONE OF THE MOST COMPREHENSIVE RESOURCES OF ARABIC CULTURE. OCLC STAFF INDEXED RECORDS IN ARABIC AND TOOK STEPS TO ENSURE THAT SORTING AND SEARCHING OF RESULTS ARE ACCURATELY DISPLAYED TO DELIVER AN INTUITIVE AND SEAMLESS EXPERIENCE USING ARABIC SCRIPT. THIS WORK MIRRORS A SIMILAR REGIONAL CATALOG DEVELOPED FOR SPAIN RELEASED IN 2024 AS WELL AS TOPIC DISCOVERY CATALOGS SUCH AS THE ART DISCOVERY GROUP CATALOG.NEW IN FY24. TO HELP PUBLIC LIBRARIES SPEED THEIR DIGITAL TRANSITION, OCLC ACQUIRED CLOUDLIBRARY, A PLATFORM THAT OFFERS ACCESS TO A WIDE VARIETY OF DIGITAL CONTENT THROUGH LIBRARIES. THE ACQUISITION SUPPORTS PUBLIC LIBRARIES IN THEIR EFFORTS TO SUCCESSFULLY MANAGE ACCELERATED SHIFTS TO AND THE INCREASING DEMAND FOR DIGITAL COLLECTIONS. OCLC IS IN A UNIQUE POSITION TO PROVIDE CLOUDLIBRARY WITH A WORLD-CLASS TECHNOLOGY INFRASTRUCTURE AND A NETWORK OF PUBLIC LIBRARIES THAT SERVES WELL OVER 300 MILLION PEOPLE WORLDWIDE. TO PREPARE LIBRARIES FOR A LINKED DATA FUTURE, OCLC ADVANCED OUR LINKED DATA WORK TO TRANSFORM METADATA MANAGEMENT AND PUT LIBRARY RESOURCES IN THE KNOWLEDGE STREAMS THAT INFORM EVERYDAY LIVES. EVOLVING LIBRARY DATA INTO LINKED DATA ALLOWS UNIQUE, VALUABLE LIBRARY METADATA TO BE REPRESENTED IN OTHER SOURCES ON THE WEB, THROUGH SMART DEVICES, AND FOR USE IN TECHNOLOGIES LIKE ARTIFICIAL INTELLIGENCE (AI). OCLC ADDED WORLDCAT ENTITIES UNIFORM RESOURCE IDENTIFIERS (URIS) TO MORE THAN 400 MILLION WORLDCAT BIBLIOGRAPHIC RECORDS TO INTEGRATE LINKED DATA FUNCTIONALITY INTO CATALOGING SERVICES ALREADY USED BY LIBRARIES. WE ENHANCED WORLDSHARE RECORD MANAGER, A CATALOGING TOOL, GIVING USERS THE ABILITY TO SEARCH WORLDCAT ENTITIES FROM WITHIN THE APPLICATION AND SUBSEQUENTLY ADD URIS TO MARC RECORDS, ESTABLISHING A BRIDGE BETWEEN MARC DATA THAT LIBRARIES HAVE USED FOR DECADES AND LINKED DATA THAT INTEGRATES ACROSS LOCAL SYSTEMS AND WORKFLOWS AND BEYOND. OCLC LAUNCHED OCLC MERIDIAN, A WORLDCAT ENTITIES LINKED DATA MANAGEMENT TOOL, AND A SUITE OF APIS THAT ENABLE ENTITIES CREATION WHEN AND WHERE NEEDED.NEW FEATURES CONTINUED TO BE ADDED TO WISE, OCLC'S COMMUNITY ENGAGEMENT SYSTEM FOR PUBLIC LIBRARIES. ENHANCEMENTS INCLUDED SINGLE IDENTITY MANAGEMENT CAPABILITIES FOR DUTCH LIBRARIES. OCLC ALSO EXPANDED FEATURES FOR ALL WISE LIBRARIES IN THE FULLY WEB-BASED WISE CONSOLE. THIS INCLUDED NEW EVENTS MANAGEMENT TOOLS AS WELL AS ENHANCED CAPABILITIES IN HOLDS MANAGEMENT AND IMPROVED SUPPORT FOR LOCAL DEVICES.

Expenses $220,234,705 · Grants $13,638 · Revenue $236,422,363

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Martinez PilarMARTINEZ PILAR

TRUSTEE - MEMBERSHIP CHAIR

Total calculated

$27,417

From this org

$27,417

From related orgs

$0

Other

$0

Hours/week

8
Smith DwightSMITH DWIGHT

TRUSTEE

Total calculated

$25,000

From this org

$25,000

From related orgs

$0

Other

$0

Hours/week

5
Deaton BradyDEATON BRADY

TRUSTEE

Total calculated

$34,000

From this org

$34,000

From related orgs

$0

Other

$0

Hours/week

5
Schachter DeborahSCHACHTER DEBORAH

TRUSTEE-TECHNOLOGY CHAIR

Total calculated

$25,250

From this org

$25,250

From related orgs

$0

Other

$0

Hours/week

8
Hilsheimer CindyHILSHEIMER CINDY

TRUSTEE (EXIT 11/23)

Total calculated

$30,500

From this org

$30,500

From related orgs

$0

Other

$0

Hours/week

8
Lison BarbaraLISON BARBARA

TRUSTEE

Total calculated

$30,591

From this org

$30,591

From related orgs

$0

Other

$0

Hours/week

5
Walls JanetWALLS JANET

TRUSTEE - PERSONNEL & COMP CHAIR

Total calculated

$28,000

From this org

$28,000

From related orgs

$0

Other

$0

Hours/week

8
Gray-Little BernadetteGRAY-LITTLE BERNADETTE

TRUSTEE - VICE CHAIR

Total calculated

$36,500

From this org

$36,500

From related orgs

$0

Other

$0

Hours/week

8
Steel Virginia Trustee -STEEL VIRGINIA TRUSTEE -

BOARD, EXEC COMM CHAIR (AS OF 11/23)

Total calculated

$44,500

From this org

$44,500

From related orgs

$0

Other

$0

Hours/week

15
Szabo JohnSZABO JOHN

TRUSTEE - AUDIT CHAIR

Total calculated

$60,750

From this org

$60,750

From related orgs

$0

Other

$0

Hours/week

8
Byrd TheresaBYRD THERESA

TRUSTEE - GOVERNANCE CHAIR

Total calculated

$36,000

From this org

$36,000

From related orgs

$0

Other

$0

Hours/week

8
Thomas SarahTHOMAS SARAH

TRUSTEE - FINANCE & INVESTMENT CHAIR

Total calculated

$33,000

From this org

$33,000

From related orgs

$0

Other

$0

Hours/week

8
Wong ShirleyWONG SHIRLEY

TRUSTEE

Total calculated

$25,000

From this org

$25,000

From related orgs

$0

Other

$0

Hours/week

5
Smit AnjaSMIT ANJA

TRUSTEE

Total calculated

$28,250

From this org

$28,250

From related orgs

$0

Other

$0

Hours/week

5
Robinson TimothyROBINSON TIMOTHY

TRUSTEE (ENTERED 11/23)

Total calculated

$5,083

From this org

$5,083

From related orgs

$0

Other

$0

Hours/week

3
Prichard DavidPRICHARD DAVID

PRESIDENT & CEO

Total calculated

$1,419,343

From this org

$1,347,322

From related orgs

$0

Other

$72,021

Hours/week

40

Schedule J breakdown matched by us

Base

$516,915

Bonus

$767,507

Other

$62,900

Deferred

$46,037

Nontaxable benefits

$25,984

Filer's total

$1,419,343
Presas JuliePRESAS JULIE

VP & GEN COUNSEL, SECRETARY

Total calculated

$550,153

From this org

$511,266

From related orgs

$0

Other

$38,887

Hours/week

40

Schedule J breakdown matched by us

Base

$247,801

Bonus

$256,103

Other

$7,362

Deferred

$28,394

Nontaxable benefits

$10,493

Filer's total

$550,153
Rozek WilliamROZEK WILLIAM

CFO, TREASURER

Total calculated

$873,061

From this org

$832,584

From related orgs

$0

Other

$40,477

Hours/week

40

Schedule J breakdown matched by us

Base

$379,222

Bonus

$439,137

Other

$14,225

Deferred

$40,204

Nontaxable benefits

$273

Filer's total

$873,061
Bordas AndrewBORDAS ANDREW

VP MGMT AND CUSTOMER OPERATIONS

Total calculated

$508,307

From this org

$443,599

From related orgs

$0

Other

$64,708

Hours/week

40

Schedule J breakdown matched by us

Base

$257,051

Bonus

$184,620

Other

$1,928

Deferred

$30,541

Nontaxable benefits

$34,167

Filer's total

$508,307
Crocco Bruce Vp LibraryCROCCO BRUCE VP LIBRARY

SVCS FOR THE AMERICAS (EXIT 07/23)

Total calculated

$358,824

From this org

$333,553

From related orgs

$0

Other

$25,271

Hours/week

40

Schedule J breakdown matched by us

Base

$118,120

Bonus

$160,280

Other

$55,153

Deferred

$11,339

Nontaxable benefits

$13,932

Filer's total

$358,824
Murphy BartMURPHY BART

CHIEF TECH. & INFO. OFFICER

Total calculated

$816,458

From this org

$765,667

From related orgs

$0

Other

$50,791

Hours/week

40

Schedule J breakdown matched by us

Base

$384,964

Bonus

$378,357

Other

$2,346

Deferred

$40,204

Nontaxable benefits

$10,587

Filer's total

$816,458
Nilges WilliamNILGES WILLIAM

VP MEMBERSHIP,RESEARCH & BUS. DEV.

Total calculated

$519,544

From this org

$460,285

From related orgs

$0

Other

$59,259

Hours/week

40

Schedule J breakdown matched by us

Base

$258,449

Bonus

$197,847

Other

$3,989

Deferred

$29,772

Nontaxable benefits

$29,487

Filer's total

$519,544
Sauer-Games MarySAUER-GAMES MARY

VP PRODUCT MANAGEMENT

Total calculated

$500,152

From this org

$460,023

From related orgs

$0

Other

$40,129

Hours/week

40

Schedule J breakdown matched by us

Base

$259,514

Bonus

$178,765

Other

$21,744

Deferred

$29,714

Nontaxable benefits

$10,415

Filer's total

$500,152
Spayde TammiSPAYDE TAMMI

VP HR, MARKETING & FACILITIES

Total calculated

$729,284

From this org

$653,311

From related orgs

$0

Other

$75,973

Hours/week

40

Schedule J breakdown matched by us

Base

$325,155

Bonus

$294,734

Other

$33,422

Deferred

$40,204

Nontaxable benefits

$35,769

Filer's total

$729,284
Van Lubeek EricVAN LUBEEK ERIC

VP GLOBAL LIBRARY SVCS

Total calculated

$596,046

From this org

$568,239

From related orgs

$0

Other

$27,807

Hours/week

40

Schedule J breakdown matched by us

Base

$265,037

Bonus

$267,122

Other

$36,080

Deferred

$27,807

Nontaxable benefits

$0

Filer's total

$596,046
Hibner TimothyHIBNER TIMOTHY

EXEC DIR - DATA SVCS

Total calculated

$290,662

From this org

$263,494

From related orgs

$0

Other

$27,168

Hours/week

40

Schedule J breakdown matched by us

Base

$210,625

Bonus

$50,750

Other

$2,119

Deferred

$4,557

Nontaxable benefits

$22,611

Filer's total

$290,662
McPheron JonMCPHERON JON

EXECUTIVE DIR - TECHNOLOGY

Total calculated

$287,604

From this org

$264,949

From related orgs

$0

Other

$22,655

Hours/week

40

Schedule J breakdown matched by us

Base

$212,056

Bonus

$49,414

Other

$3,479

Deferred

$22,571

Nontaxable benefits

$84

Filer's total

$287,604
Livingston ScottLIVINGSTON SCOTT

EXEC DIR - MARKETING

Total calculated

$359,851

From this org

$298,797

From related orgs

$0

Other

$61,054

Hours/week

40

Schedule J breakdown matched by us

Base

$232,706

Bonus

$62,089

Other

$4,002

Deferred

$27,023

Nontaxable benefits

$34,031

Filer's total

$359,851
Grimes NicGRIMES NIC

EXEC. DIR - FINANCE

Total calculated

$339,863

From this org

$279,704

From related orgs

$0

Other

$60,159

Hours/week

40

Schedule J breakdown matched by us

Base

$212,610

Bonus

$65,149

Other

$1,945

Deferred

$24,307

Nontaxable benefits

$35,852

Filer's total

$339,863
Collins JenniferCOLLINS JENNIFER

EXEC. DIR - TOTAL REWARS & HRIS

Total calculated

$329,303

From this org

$285,681

From related orgs

$0

Other

$43,622

Hours/week

40

Schedule J breakdown matched by us

Base

$218,519

Bonus

$42,649

Other

$24,513

Deferred

$24,416

Nontaxable benefits

$19,206

Filer's total

$329,303

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

1a · First-class or charter travel
1a · Tax indemnification and gross-up payments
1a · Payments for business use of a personal residence
1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A: FIRST-CLASS OR CHARTER TRAVEL: AT HIS DISCRETION, DAVID PRICHARD, PRESIDENT & CEO, IS ALLOWED TO USE FIRST-CLASS AIRLINE TRAVEL FOR BUSINESS PURPOSES FOR FLIGHTS OVER 2.5 HOURS WITHIN THE UNITED STATES. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. SPOT BONUSES AND CERTAIN MOVING EXPENSE PAYMENTS ARE GROSSED UP.
PART I, LINE 4B: SOME INDIVIDUALS REPORTED IN PART VII PARTICIPATED IN A SPLIT-DOLLAR LIFE INSURANCE PLAN. THEY ARE LISTED BELOW TOGETHER WITH THE AMOUNT OF TAXABLE COMPENSATION REPORTED DUE TO THEIR PARTICIPATION. BRUCE CROCCO $1,489 WILLIAM NILGES $2,683
PART I, LINE 7: OCLC MAINTAINS THREE DIFFERENT INCENTIVE COMPENSATION PLANS THAT ARE BASED IN PART ON THE GLOBAL PERFORMANCE OF OCLC AND ITS SUBSIDIARIES. A PERCENTAGE OF TOTAL COMPENSATION IS CONSIDERED VARIABLE COMPENSATION AND DEPENDS UPON THE OUTCOME OF SPECIFIC PLAN OBJECTIVES. THE PLANS ARE THE SALES INCENTIVE PLAN (SIP), THE MANAGEMENT INCENTIVE PLAN (MIP) AND THE LONG-TERM INCENTIVE PLAN (LTIP). EXECUTIVES ARE PARTICIPANTS IN BOTH THE MIP AND THE LTIP. ALL PERFORMANCE AWARDS FOR THE CEO AND OTHER EXECUTIVES ARE REVIEWED AND APPROVED BY THE OCLC BOARD OF TRUSTEES. ALL INCENTIVE PLANS ARE REGULARLY REVIEWED BY INDEPENDENT OUTSIDE COMPENSATION CONSULTANTS, THE LAST SUCH OCCURRING IN MARCH 2024.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

COLUMBUS SYMPHONY ORCHESTRA

$8,600

GENERAL SUPPORT

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

OCLC EMEA BV

HOLDING COMPANY · NL · income $633,553 · assets $24,597,959

Directly controlled by OCLC INC
OCLC BV

INFORMATION SERVICES · NL · income $23,760,481 · assets $15,290,138

Directly controlled by OCLC EMEA BV
OCLC GMBH

INFORMATION SERVICES · GM · income $14,920,485 · assets $8,756,028

Directly controlled by OCLC EMEA BV
OCLC (UK) LIMITED

INFORMATION SERVICES · UK · income $4,724,031 · assets $5,852,688

Directly controlled by OCLC EMEA BV
OCLC SRL

INFORMATION SERVICES · IT · income $1,107,277 · assets $1,141,225

Directly controlled by OCLC EMEA BV

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

OCLC AG

C · INFORMATION SERVICES · SZ · 100% owned · share of income $364,040 · share of assets $375,573 · controlled entity

Directly controlled by OCLC GMBH

Provenance

Return type: form_990
Tax year: 2023
Filed: 25 March 2025
IRS schema version: 2023v6.0
Source object: 202540859349300014

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