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Nonprofiteer
← OCLC INC

Form 990 for tax year 2024

Filed by OCLC INC.

Totals

Total revenue
$273,340,036
Total expenses
$268,546,464
Contributions and grants received
$263,541
Grants paid
$29,750
Program service revenue
$259,983,724
Investment income
$12,207,546
Other revenue
$885,225
Total assets, end of year
$537,925,729
Total liabilities, end of year
$158,848,088
Net assets or fund balances, end of year
$379,077,641
Program services expenses (Part IX)
$241,323,815
Management and general expenses
$27,222,649
Fundraising expenses
$0
Program service expenses (Part III)
$241,323,815

Program services were 89.9% 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)

    $204,393

  • 1f · All other contributions, gifts and grants

    $59,148

  • 2a · Program service revenue: CATALOGING AND METADATA

    total $104,280,892 · related or exempt $104,280,892

  • 2b · Program service revenue: DELIVERY SERVICES

    total $73,280,191 · related or exempt $73,280,191

  • 2c · Program service revenue: MANAGEMENT SYSTEMS

    total $53,321,350 · related or exempt $53,321,350

  • 2d · Program service revenue: CLOUDLIBRARY

    total $27,451,483 · related or exempt $27,451,483

  • 2f · All other program service revenue

    total $1,649,808 · related or exempt $1,649,808

  • 3 · Investment income

    total $11,752,261 · excluded $11,752,261

  • 6a · Gross rents

    real property $1,174,812

  • 6b · Less rental expenses

    real property $1,223,998

  • 6c · Rental income or loss

    real property -$49,186

  • 6d · Net rental income or loss

    total -$49,186 · excluded -$49,186

  • 7a · Gross sales of assets other than inventory

    securities $455,285

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $455,285

  • 7d · Net gain or loss

    total $455,285 · excluded $455,285

  • 11a · Other revenue: SYNEXIS CONSULTING

    total $833,362 · unrelated business $833,362

  • 11b · Other revenue: WEB-LINKING COMMISSION

    total $101,049 · unrelated business $101,049

  • 11e · Other revenue, total

    $934,411

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,750 · program services $28,750

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 5 · Compensation of officers, directors and key employees

    total $8,102,380 · program services $3,398,848 · management and general $4,703,532

  • 7 · Other salaries and wages

    total $115,570,502 · program services $104,443,380 · management and general $11,127,122

  • 8 · Pension plan contributions

    total $9,499,276 · program services $8,719,633 · management and general $779,643

  • 9 · Other employee benefits

    total $14,753,989 · program services $13,364,884 · management and general $1,389,105

  • 10 · Payroll taxes

    total $12,063,869 · program services $11,027,797 · management and general $1,036,072

  • 11b · Fees: legal

    total $2,538,677 · management and general $2,538,677

  • 11c · Fees: accounting

    total $787,980 · management and general $787,980

  • 11f · Fees: investment management

    total $124,155 · management and general $124,155

  • 11g · Fees: other

    total $8,803,616 · program services $7,842,180 · management and general $961,436

  • 12 · Advertising and promotion

    total $771,645 · program services $756,592 · management and general $15,053

  • 13 · Office expenses

    total $2,010,575 · program services $1,595,846 · management and general $414,729

  • 14 · Information technology

    total $21,183,950 · program services $19,511,987 · management and general $1,671,963

  • 15 · Royalties

    total $20,719,302 · program services $20,719,302

  • 16 · Occupancy

    total $7,161,524 · program services $7,062,474 · management and general $99,050

  • 17 · Travel

    total $4,175,743 · program services $3,620,717 · management and general $555,026

  • 19 · Conferences, conventions and meetings

    total $1,079,044 · program services $1,074,848 · management and general $4,196

  • 20 · Interest

    total -$95,997 · management and general -$95,997

  • 22 · Depreciation, depletion and amortization

    total $34,959,647 · program services $34,957,195 · management and general $2,452

  • 23 · Insurance

    total $755,663 · program services $254,794 · management and general $500,869

  • 24a · Other expenses: GOODWILL IMPAIRMENT

    total $1,900,000 · program services $1,900,000

  • 24b · Other expenses: TAXES

    total $1,670,883 · management and general $1,670,883

  • 24c · Other expenses: EMPLOYEE RELATED ITEMS

    total $880,199 · program services $292,550 · management and general $587,649

  • 24d · Other expenses: DISPOSALS

    total $392,164 · program services $392,164

  • 24e · All other expenses

    total -$1,292,072 · program services $358,874 · management and general -$1,650,946

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $32,681,278 · end of year $65,814,550

  • 3 · Pledges and grants receivable

    beginning of year $76,665 · end of year $19,474

  • 4 · Accounts receivable

    beginning of year $16,754,502 · end of year $16,491,651

  • 5 · Loans and receivables from officers and key people

    beginning of year $3,132,381 · end of year $4,963,423

  • 8 · Inventories for sale or use

    beginning of year $5,324 · end of year $6,403

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,216,477 · end of year $10,489,316

  • 10a · Land, buildings and equipment: cost or other basis

    $569,769,874

  • 10b · Land, buildings and equipment: accumulated depreciation

    $415,038,770

  • 10c · Land, buildings and equipment, net

    beginning of year $151,374,147 · end of year $154,731,104

  • 11 · Investments: publicly traded securities

    beginning of year $229,895,331 · end of year $244,571,534

  • 14 · Intangible assets

    beginning of year $31,576,623 · end of year $28,897,840

  • 15 · Other assets

    beginning of year $12,126,794 · end of year $11,940,434

  • 17 · Accounts payable and accrued expenses

    beginning of year $34,740,227 · end of year $34,906,832

  • 19 · Deferred revenue

    beginning of year $43,321,521 · end of year $43,953,790

  • 20 · Tax-exempt bond liabilities

    beginning of year $29,648,546 · end of year $47,465,770

  • 23 · Secured mortgages and notes payable

    end of year $15,000,000

  • 25 · Other liabilities

    beginning of year $17,747,991 · end of year $17,521,696

  • 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 $360,381,237 · end of year $379,077,641

Mission and programs · 2024

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)IN FY25, OCLC HELPED LIBRARIES AROUND THE GLOBE RESPOND TO TECHNOLOGICAL, FISCAL, AND SOCIAL CHANGES. WE RESPONDED TO THE EMERGENCE OF THE ARTIFICIAL INTELLIGENCE REVOLUTION BY RESPONSIBLY DEPLOYING AI TO DELIVER MEASURABLE IMPROVEMENT TO LIBRARY SERVICES. WE ANSWERED THE CALL OF LIBRARIES FACING FINANCIAL UNCERTAINTY BY CONTINUING TO CREATE SOFTWARE SPECIFICALLY DESIGNED TO MAKE LIBRARIES MORE EFFICIENT. WE DEEPENED OUR PARTNERSHIPS WITH THE LIBRARY COMMUNITY THROUGH SALES, PRODUCT, AND RESEARCH SUCCESSES AS TOGETHER WE EXPLORE WAYS IN WHICH LIBRARIES CAN EVOLVE TO MEET THE NEW NEEDS OF THEIR COMMUNITIES.WORLDCAT: WORLDCAT IS THE CORNERSTONE OF OUR SERVICES FOR LIBRARIES. IT IS THE WORLD'S MOST COMPREHENSIVE DATABASE OF INFORMATION ABOUT LIBRARY COLLECTIONS. WITH MORE THAN 600 MILLION BIBLIOGRAPHIC RECORDS REPRESENTING 3.5 BILLION ITEMS IN LIBRARY COLLECTIONS AROUND THE WORLD, WORLDCAT AN ESSENTIAL SERVICE TO FIND AND ACCESS LIBRARY COLLECTIONS. 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. IN FY25, 405 MILLION NEW BIBLIOGRAPHIC RECORDS WERE CREATED, AND 16.6 MILLION RECORDS WERE EXPORTED SAVING PARTICIPATING LIBRARIES 2.7 MILLION STAFF HOURS LAST YEAR. THESE SAVINGS ARE THE RESULT OF SIGNIFICANT AND ONGOING TECHNOLOGY AND STAFF INVESTMENTS BY OCLC. LAST YEAR FOR EXAMPLE, OCLC STAFF AND TECHNOLOGIES IMPROVED THE QUALITY OF 366.9 MILLION WORLDCAT BIBLIOGRAPHIC RECORDS, WHILE LIBRARIES IMPROVED THE QUALITY OF AN ADDITIONAL 2.4 MILLION RECORDS. THESE QUALITY IMPROVEMENTS CREATE ADDITIONAL TIME SAVINGS FOR CATALOGING LIBRARIES AND IMPROVED THE DISCOVERABILITY OF AND ACCESS TO INFORMATION FOR LIBRARY USERS. E-RESOURCES ARE A CENTRAL COMPONENT OF WORLDCAT SERVICES. AT THE END OF FY25, WORLDCAT INCLUDED INFORMATION ON 139 MILLION OPEN ACCESS ITEMS AND HAD 4 BILLION RECORDS THAT CONTAIN ARTICLE METADATA WITH LINKS TO FULL TEXT. TO SUPPORT LIBRARIES IN THEIR CONTINUING ADOPTION OF LINKED DATA RECORD FORMATS, OCLC INTRODUCED 189 MILLION WORLDCAT ENTITIES URIS ACROSS 300 MILLION WORLDCAT RECORDS. THESE LINKED DATA ENTITIES FORM THE BACKBONE OF IMPROVED DISCOVERABILITY FOR LIBRARY USERS BY IDENTIFYING PREVIOUSLY UNSEEN CONNECTIONS BETWEEN DIFFERENT LIBRARY ITEMS. OCLC CATALOGING APPLICATIONS WORLDSHARE RECORD MANAGER AND CONNEXION WERE ENHANCED TO ALLOW LIBRARIES TO ADD WORLDCAT ENTITIES URIS DIRECTLY INTO WORLDCAT MARC RECORDS. DEWEY DECIMAL CLASSIFICATION SYSTEM: AS PART OF OUR LINKED DATA STRATEGY, WE UNLOCKED THE POWER OF THE DEWEY DECIMAL CLASSIFICATION (DDC) SYSTEM BY CREATING UNIFORM RESOURCE IDENTIFIERS (URIS) FOR DEWEY NUMBERS. AS THE FOUNDATION FOR "CONCEPT" ENTITIES, THIS DEWEY LINKED DATA PROVIDES SUBJECT CLASSIFICATIONS TO WORKS ENTITIES IN WORLDCAT ENTITIES, CREATING A LAYER OF NEW RELATIONSHIPS FOR KNOWLEDGE GRAPHS THAT POWER DISCOVERY.RESOURCE SHARING SERVICES: RESPONSIBLE INNOVATION THROUGH THE APPLICATION OF ARTIFICIAL INTELLIGENCE WAS THE HALLMARK OF OCLC'S WORK IN RESOURCE SHARING IN FY25. BY ANALYZING LENDING PATTERNS WITHIN THE OCLC DATA NETWORK, WE HAVE BEEN ABLE TO DRAMATICALLY REDUCE FULFILLMENT TIMES ACROSS ALL OCLC RESOURCE SHARING PLATFORMS. INTELLIGENT TIMING WAS THE MOST RECENT FEATURE DEVELOPED WITH OCLC'S RESPONSIBLE INNOVATION APPROACH. IT LEVERAGES AI, MACHINE LEARNING, AND REAL-TIME DATA TO OPTIMIZE LENDER SELECTION BASED ON A LIBRARY'S ACTUAL PROCESSING HOURS. OTHER AUTOMATIONS LIKE KNOWLEDGE BASE COVERAGE CHECK MAKE LIBRARY STAFF MORE EFFICIENT BY AUTOMATICALLY DECLINING ILL REQUESTS THAT ARE NOT WITHIN A LIBRARY'S COLLECTION OR LICENSE TERMS TO LEND.WORLDSHARE MANAGEMENT SERVICES: LIBRARIES AROUND THE WORLD CONTINUED TO GROW AND SUPPORT WORLDSHARE MANAGEMENT SERVICES (WMS), THE FIRST CLOUD-BASED LIBRARY SERVICES PLATFORM. MORE THAN 50 NEW LIBRARIES SELECTED WMS AS THEIR MANAGEMENT SYSTEM IN FY25. CUSTOMER SATISFACTION CONTINUES TO BE STRONG WITH A PROMINENT US-BASED THIRD-PARTY USER SURVEY RANKING WMS HIGHEST AMONG ITS COMPETITORS FOR CUSTOMER SATISFACTION, LOYALTY, CUSTOMER SERVICE, AND OVERALL FUNCTIONALITY. WORLDCAT DISCOVERY: WORLDCAT DISCOVERY HELPS PEOPLE FIND AND GET RESOURCES IN THEIR LIBRARY AND LIBRARIES WORLDWIDE THROUGH A SINGLE SEARCH. THE WORLDCAT DISCOVERY'S CENTRAL INDEX IS THE HEART OF THE DISCOVERY EXPERIENCE BY PRESENTING TO RESEARCHERS A SINGLE, GLOBAL DATA SET OF ARTICLES, DOCUMENTS, BOOKS, AND OTHER OBJECTS TO DISCOVER. IN FY25, 30 NEW CONTENT COLLECTIONS FROM SEVEN CONTENT PROVIDERS WERE ADDED TO THE WORLDCAT DISCOVERY CENTRAL INDEX. AT THE END OF FY25, WE HAD AGREEMENTS WITH 433 PUBLISHERS AND INFORMATION PROVIDERS TO INCLUDE METADATA FOR 3,413 COLLECTIONS OF BOOKS, E-BOOKS, JOURNALS, DATABASES, AND OTHER MATERIALS FROM THESE GLOBAL PUBLISHERS TO THE CENTRAL INDEX, REPRESENTING MORE THAN 5.1 BILLION RECORDS. THE WORLDCAT KNOWLEDGE BASE GOVERNS ACCESS TO LIBRARY ELECTRONIC MATERIALS BASED ON AN INDIVIDUAL LIBRARY'S LICENSE AGREEMENTS WITH PUBLISHERS. AT THE END OF FY25, THE KNOWLEDGE BASE INCLUDED 31,904 COLLECTIONS FROM 693 CONTENT PROVIDERS AND MORE THAN 94 MILLION RECORDS. THIS REPRESENTS A 10% GROWTH IN COLLECTIONS AND 15% GROWTH IN RECORDS COMPARED TO FY24. NEW AGREEMENTS WITH SAGE PUBLISHING, OXFORD UNIVERSITY PRESS, AND OCLC'S OWN CLOUDLIBRARY ALLOWS OCLC TO NOW AUTOMATICALLY MAINTAIN A LIBRARY'S E-HOLDINGS FOR THESE PUBLISHERS IN THE OCLC KNOWLEDGE BASE, SAVING LIBRARY STAFF HOURS OF ADMINISTRATIVE TIME AND FURTHER IMPROVING THE DISCOVERY OF LIBRARY COLLECTIONS. CLOUDLIBRARY: CLOUDLIBRARY PROVIDES LIBRARY USERS WITH ACCESS TO EBOOKS, AUDIO BOOKS, DIGITAL MAGAZINES, NEWSPAPERS, COMICS, GRAPHIC NOVELS, MANGA, AND STREAMING VIDEOS. ACQUIRED BY OCLC IN FY24, CLOUDLIBRARY HAD MORE THAN 60 NEW LIBRARIES SUBSCRIBE TO ONE OR MORE OF ITS SERVICES IN FY25, BRINGING THE TOTAL CUSTOMER COUNT TO MORE THAN 450 LIBRARIES IN EIGHT COUNTRIES. INTEROPERABILITY INTEGRATIONS WITH WORLDCAT AND WITH THE SOLUS LIBRARY APP PROVIDE IMPROVED DISCOVERY AND ACCESS TO CLOUDLIBRARY COLLECTIONS. IN ADDITION, CLOUDLIBRARY WAS HONORED WITH A PLATINUM MODERN LIBRARY AWARD IN JANUARY 2025.OCLC WISE: IN THE NETHERLANDS, OCLC WAS PLEASED TO BE AWARDED THE CONTRACT TO IMPLEMENT THE UNIFIED LIBRARY SYSTEM, SUPPORTING ONE HUNDRED AND TWO LIBRARIES AND 14.4 MILLION LIBRARY USERS ACROSS THE COUNTRY. OUR MIGRATION TO A WEB-BASED INTERFACE CONTINUED WITH THE DEVELOPMENT OF CIRCULATION FEATURES IN OUR NEW PLATFORM. A NEW EVENTS AND SCHEDULING MODULE WAS RELEASED, AND AN AI-POWERED RECOMMENDATION ENGINE IS CURRENTLY IN PROTOTYPE.

    Expenses $241,323,815 · Grants $29,750 · Revenue $259,983,724

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Prichard David

    PRESIDENT & CEO

    Total calculated
    $1,463,254
    From this org
    $1,391,262
    From related orgs
    $0
    Other
    $71,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $595,994
    Bonus
    $726,556
    Other
    $68,712
    Deferred
    $48,301
    Nontaxable benefits
    $23,691
    Filer's total
    $1,463,254

  • Byrd Theresa

    TRUSTEE-GOVERNANCE CHAIR

    Total calculated
    $32,000
    From this org
    $32,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Deaton Brady

    TRUSTEE

    Total calculated
    $26,000
    From this org
    $26,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Gray-Little Bernadette

    TRUSTEE-VICE CHAIR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Lison Barbara

    TRUSTEE (EXIT 11/24)

    Total calculated
    $17,701
    From this org
    $17,701
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Martinez Pilar

    TRUSTEE-MEMBERSHIP CHAIR

    Total calculated
    $32,166
    From this org
    $32,166
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Robinson Timothy

    TRUSTEE

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Schachter Deborah

    TRUSTEE-TECHNOLOGY CHAIR

    Total calculated
    $33,666
    From this org
    $33,666
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Smit Anja

    TRUSTEE

    Total calculated
    $29,000
    From this org
    $29,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Smith Dwight

    TRUSTEE

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Steel Virginia

    TRUSTEE-BOARD & EXEC COMMITTEE CHAIR

    Total calculated
    $60,750
    From this org
    $60,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

  • Szabo John

    TRUSTEE-AUDIT CHAIR

    Total calculated
    $51,750
    From this org
    $51,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Thomas Sarah

    TRUSTEE-FINANCE & INVESTMENT CHAIR

    Total calculated
    $37,000
    From this org
    $37,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Walls Janet

    TRUSTEE-PERSONNEL & COMP CHAIR

    Total calculated
    $30,500
    From this org
    $30,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Wang Xuemao

    TRUSTEE (ENTER 11/24)

    Total calculated
    $833
    From this org
    $833
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Wong Shirley

    TRUSTEE (EXIT 11/24)

    Total calculated
    $22,775
    From this org
    $22,775
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Rozek William

    CFO, TREASURER

    Total calculated
    $879,040
    From this org
    $829,859
    From related orgs
    $0
    Other
    $49,181
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,757
    Bonus
    $427,322
    Other
    $9,780
    Deferred
    $48,897
    Nontaxable benefits
    $284
    Filer's total
    $879,040

  • Presas Julie

    CLO, GENERAL COUNSEL, SECRETARY

    Total calculated
    $551,910
    From this org
    $508,697
    From related orgs
    $0
    Other
    $43,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,039
    Bonus
    $223,074
    Other
    $10,584
    Deferred
    $32,012
    Nontaxable benefits
    $11,201
    Filer's total
    $551,910

  • Murphy Barton

    CHIEF TECHNOLOGY & INFO OFFICER

    Total calculated
    $826,104
    From this org
    $772,868
    From related orgs
    $0
    Other
    $53,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,675
    Bonus
    $366,848
    Other
    $2,345
    Deferred
    $41,967
    Nontaxable benefits
    $11,269
    Filer's total
    $826,104

  • Spayde Tammi

    CHIEF MARKETING & HR OFFICER

    Total calculated
    $743,572
    From this org
    $662,629
    From related orgs
    $0
    Other
    $80,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,269
    Bonus
    $284,017
    Other
    $34,343
    Deferred
    $41,531
    Nontaxable benefits
    $39,412
    Filer's total
    $743,572

  • Van Lubeek Eric

    CHIEF REVENUE OFFICER, MD EMEA/APAC

    Total calculated
    $613,766
    From this org
    $584,762
    From related orgs
    $0
    Other
    $29,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,418
    Bonus
    $246,198
    Other
    $43,146
    Deferred
    $29,004
    Nontaxable benefits
    $0
    Filer's total
    $613,766

  • Nilges William

    SVP, BUSINESS DEVELOPMENT

    Total calculated
    $455,508
    From this org
    $410,815
    From related orgs
    $0
    Other
    $44,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,408
    Bonus
    $188,621
    Other
    $22,786
    Deferred
    $20,307
    Nontaxable benefits
    $24,386
    Filer's total
    $455,508

  • Bordas Andrew

    CHIEF OPERATIONS OFFICER

    Total calculated
    $538,094
    From this org
    $468,543
    From related orgs
    $0
    Other
    $69,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,243
    Bonus
    $193,506
    Other
    $2,794
    Deferred
    $32,484
    Nontaxable benefits
    $37,067
    Filer's total
    $538,094

  • Sauer-Games Mary

    CHIEF PRODUCT OFFICER

    Total calculated
    $509,690
    From this org
    $466,678
    From related orgs
    $0
    Other
    $43,012
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,705
    Bonus
    $163,999
    Other
    $29,974
    Deferred
    $31,743
    Nontaxable benefits
    $11,269
    Filer's total
    $509,690

  • Livingston Scott

    EXECUTIVE DIRECTOR-MARKETING

    Total calculated
    $368,108
    From this org
    $303,750
    From related orgs
    $0
    Other
    $64,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,505
    Bonus
    $57,060
    Other
    $4,185
    Deferred
    $28,109
    Nontaxable benefits
    $36,249
    Filer's total
    $368,108

  • Grimes Nicolas

    EXECUTIVE DIRECTOR-FINANCE

    Total calculated
    $347,548
    From this org
    $286,367
    From related orgs
    $0
    Other
    $61,181
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,964
    Bonus
    $60,851
    Other
    $1,552
    Deferred
    $25,413
    Nontaxable benefits
    $35,768
    Filer's total
    $347,548

  • Collins Jennifer

    EXECUTIVE DIRECTOR, HUMAN RESOURCES

    Total calculated
    $359,270
    From this org
    $332,849
    From related orgs
    $0
    Other
    $26,421
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,702
    Bonus
    $68,431
    Other
    $24,716
    Deferred
    $26,238
    Nontaxable benefits
    $183
    Filer's total
    $359,270

  • Hibner Timothy

    EXECUTIVE DIRECTOR-DATA SERVICES

    Total calculated
    $316,751
    From this org
    $274,464
    From related orgs
    $0
    Other
    $42,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,164
    Bonus
    $25,034
    Other
    $25,266
    Deferred
    $18,042
    Nontaxable benefits
    $24,245
    Filer's total
    $316,751

  • Bush Carl A

    EXECUTIVE DIRECTOR-US LIBRARY SVCS

    Total calculated
    $366,397
    From this org
    $304,788
    From related orgs
    $0
    Other
    $61,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,014
    Bonus
    $75,748
    Other
    $31,026
    Deferred
    $21,146
    Nontaxable benefits
    $40,463
    Filer's total
    $366,397

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. WILLIAM NILGES $2,683
PART I, LINE 7
OCLC MAINTAINS THREE DIFFERENT VARIABLE 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. EXECUTIVE COMPENSATION, INCLUDING VARIABLE PLANS, IS REVIEWED AND APPROVED BY THE OCLC BOARD OF TRUSTEES. ALL EXECUTIVE COMPENSATION IS BENCHMARKED REGULARLY AND REVIEWED BY INDEPENDENT OUTSIDE COMPENSATION CONSULTANTS.

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

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 $650,615 · assets $18,418,850

    Directly controlled by OCLC INC

  • OCLC BV

    INFORMATION SERVICES · NL · income $25,444,312 · assets $13,747,910

    Directly controlled by OCLC EMEA BV

  • OCLC GMBH

    INFORMATION SERVICES · GM · income $14,717,141 · assets $9,481,946

    Directly controlled by OCLC EMEA BV

  • OCLC (UK) LIMITED

    INFORMATION SERVICES · UK · income $4,969,298 · assets $6,262,034

    Directly controlled by OCLC EMEA BV

  • OCLC SRL

    INFORMATION SERVICES · IT · income $1,086,126 · assets $1,301,796

    Directly controlled by OCLC EMEA BV

  • SYNEXIS CONSULTING LLC

    COMPUTER RELATED SERVICES · OH · income $0 · assets $0

    Directly controlled by OCLC INC

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 $373,922 · share of assets $499,642 · controlled entity

    Directly controlled by OCLC GMBH

Provenance

Return type
form_990
Tax year
2024
Filed
29 April 2026
IRS schema version
2024v5.5
Source object
202611219349300146

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