2019-11-15T16:27:18-06:00 2018-12-31 BKD LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2018-01-01 360540525 MEDICAL LIBRARY ASSOCIATION INC % KELLY WEAVER MEDI 3124199094 225 W WACKER DRIVE Suite 650 CHICAGO IL 60606 KEVIN BALIOZIAN EXECUTIVE DIRECTOR 3124199094 2019-11-15 true John Cutrera P01325603 6302829500 2019-11-15 167.68.126.162 15750420193195000009 2019-11-15 P 3D46489DC2E99ADF6971296D859D9B6A079856F1 3D46489DC2E99ADF6971296D859D9B6A079856F1 2018 2020-03-31 21:24:44Z X KEVIN BALIOZIAN 225 W WACKER DRIVE STE 650 CHICAGO IL 60606 4070381 false 8112 X WWW.MLANET.ORG X 1898 MD MEDICAL LIBRARY ASSOCIATION (MLA) IS A NONPROFIT, EDUCATIONAL ORGANIZATION THAT BELIEVES QUALITY INFORMATION IS ESSENTIAL FOR IMPROVED HEALTH. 12 12 13 540 45402 30011 92288 258745 2509421 2765386 123020 90399 132495 181712 2857224 3296242 68070 70828 0 0 1430852 1558546 0 0 0 1333623 1505521 2832545 3134895 24679 161347 4843968 4761264 1183412 1139320 3660556 3621944 X THE MEDICAL LIBRARY ASSOCIATION'S MISSION IS TO PROVIDE LIFELONG EDUCATIONAL OPPORTUNITIES TO MEMBERS AND NONMEMBERS, SUPPORT HEALTH INFORMATION RESEARCH, AND PROMOTE THE IMPORTANCE OF QUALITY INFORMATION TO THE HEALTH CARE COMMUNITY (CLINICIANS, PATIENTS AND OTHERS) FOR IMPROVED HEALTH CARE. false false 1017522 1534587 ANNUAL MEETING - THE ANNUAL MEETING EDUCATES MEMBERS AND NONMEMBERS ON THE DESIGN, DEVELOPMENT AND MANAGEMENT OF HEALTH INFORMATION SYSTEMS. TOTAL ATTENDANCE WAS 1,526 182455 112322 PUBLICATIONS - PUBLICATIONS PRODUCED BY THE ASSOCIATION EDUCATE THE MEMBERS AND NONMEMBERS ON TOPICS RELATING TO THE FIELD OF HEALTH INFORMATION MANAGEMENT AND MEDICAL LIBRARIANSHIP. APPROXIMATELY 4,500 MEMBERS AND NONMEMBERS RECEIVE THE PUBLICATIONS. 293346 269912 EDUCATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS - THE PROGRAMS PROVIDE CONTINUING EDUCATION IN THE MEDICAL LIBRARY FIELD. APPROXIMATELY 2,000 MEMBERS AND NON-MEMBERS PARTICIPATE IN THE EDUCATIONAL AND PROFESSIONAL RECOGNITION PROGRAMS. 116140 678504 DUES AND MEMBERSHIP SERVICES SECTIONS OTHER 60972 48612 Sections 612033 76047 Other 789145 803163 2282468 true true false false false false false false false true true false false false false true true false false false false false true false false false false false true true false false false false false false false false false false false false false false false false false true 20 0 13 true true true false false false false false false false false false false false X 12 12 false false false false true true false true true false true true false true true true true true true true false IL X KELLY WEAVER 3124199094 225 WEST WACKER DRIVE CHICAGO IL 60606 X X Barbara Epstein Immediate Past President 5.0 0.0 X X 0 0 0 Beverly Murphy President 5.0 0.0 X X 0 0 0 Julia Esparza President - Elect 5.0 0.0 X X 0 0 0 Gurpreet Rana Secretary 5.0 0.0 X X 0 0 0 Amy Blevins Treasurer 5.0 0.0 X X 0 0 0 Melissa Ratajeski Chapter Council Liaison 5.0 0.0 X X 0 0 0 Elizabeth Lorbeer Section Council Liaison 5.0 0.0 X X 0 0 0 Marie Tomlinson Ascher Director 5.0 0.0 X 0 0 0 Keith W Cogdill Director 5.0 0.0 X 0 0 0 Stephanie Fulton Director 5.0 0.0 X 0 0 0 Sandra Irene Martin Director 5.0 0.0 X 0 0 0 Shannon Jones Director 5.0 0.0 X 0 0 0 Kevin Baliozian Executive Director 40.0 0.0 X 228159 0 57033 Ray Naegele Director of Financial & Admin 40.0 0.0 X 152826 0 30255 Barry Grant Director of Education 40.0 0.0 X 106443 0 24251 Kate Corcoran Director of Membership & Infor 40.0 0.0 X 101417 0 23021 588845 0 134560 4 false true false PRODUCTION RESOURCE GROUP LLC PO BOX 419470 BOSTON MA 02241 AUDIOVISUAL SERVICES 124215 HALL-ERICKSON INC 98 EAST CHICAGO AVENUE STE 201 WESTMONT IL 60559 EVENT SERVICES 115738 2 73312 185433 258745 Annual Meeting 900099 1534587 1534587 Membership Dues 900099 678504 678504 Educational Programs 900099 269912 269912 Publications 511120 155814 112322 43492 Section Revenue 900099 48612 48612 77957 76047 1910 2765386 48594 48594 0 0 0 0 0 815944 774139 41805 41805 41805 0 0 0 0 0 0 0 0 0 LICENSING REVENUE 511140 132296 132296 OTHER CHAPTER AND AFFILIATE FEES 900099 49416 49416 181712 3296242 2719984 45402 272111 1000 1000 50556 50556 19272 19272 0 468273 343400 124873 0 836821 613668 223153 0 97574 71554 26020 68979 50584 18395 86899 63726 23173 0 8600 8600 32712 32712 6878 6878 0 0 288818 211799 77019 0 38296 28084 10212 70927 52013 18914 0 153292 112414 40878 112255 82320 29935 0 517045 379165 137880 0 0 19393 14222 5171 15845 11620 4225 SECTION EXPENSE 60972 60972 0 MERCHANGE DISCOUNT FEES 59760 27565 32195 PRINTING 58460 42871 15589 HONORARIUM 44520 32648 11872 17748 13015 4733 3134895 2282468 852427 0 35 35 1252638 1104967 45000 135000 197396 277074 0 0 0 0 0 0 0 0 33611 73626 187808 174731 24150 13077 3282217 3148967 0 0 0 0 0 0 8921 8518 4843968 4761264 121145 23283 0 0 1062267 1116037 0 0 0 0 0 0 0 0 0 0 0 0 1183412 1139320 X 1820405 1817530 525859 0 1314292 1804414 3660556 3621944 4843968 4761264 161347 -199959 X false true X true false X 70721 88217 229625 92288 258745 739596 2397878 2426202 2539761 2465495 2714264 12543600 0 0 0 2468599 2514419 2769386 2557783 2973009 13283196 0 0 0 13283196 38690 42300 38141 44080 48594 211805 0 38690 42300 38141 44080 48594 211805 45402 45402 165327 176094 158118 132494 181777 813810 2672616 2732813 2965645 2734357 3248782 14354213 0.92539 0.92383 0.01476 0.01463 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1701094 28938 -54886 41425 1633721 1472639 59055 206770 37370 1701094 1420101 35873 73117 56452 1472639 1406186 73286 -24456 34915 1420101 1388774 50133 61631 94352 1406186 0.81610 0.18390 false false 49599 49599 0 67892 67892 0 70317 57240 13077 13077 0 0 X 3096283 -199959 -199959 3296242 3296242 3134895 3134895 3134895 SCHEDULE D, PART V, LINE 4 THE ORGANIZATION USES THE ENDOWMENT FUNDS TO SUPPORT AWARDS, SCHOLARSHIPS, FELLOWSHIPS AND LECTURESHIPS, PUBLICATIONS AND COMPUTER-RELATED PROJECTS. SCHEDULE D, PART X, LINE 2 THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE THAN LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ASSOCIATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE REPORTING PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. THE ASSOCIATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. true Sub-Saharan Africa Grantmaking 6212 North America Grantmaking 3000 South Asia Grantmaking 10060 19272 19272 Librarians Without Borders Grant Sub-Saharan Africa 1 2100 CHECK MLA Scholarship North America 2 3000 CHECK Cunningham Award Sub-Saharan Africa 1 4112 CHECK LIBRARIANS WITHOUT BORDERS GRANT South Asia 1 5950 CHECK CUNNINGHAM AWARD South Asia 1 4110 CHECK false false false false false false Part I, Line 2 Individuals to whom MLA grant money is rewarded are required to provide an accounting of how the money is spent. Recipients are required to prepare a written report of their experience. For the more material awards, volunteers prepare evaluations of both the recipient and the program. true Grants 6 5405 Scholarships 4 9500 Awards 16 23651 Fellowships 2 12000 Part I, Line 2 Individuals to whom MLA grant money is rewarded are required to provide an accYunting of how the money is spent. MLA verifies that the US organizations to whom it grants money to are 501(c)(3) organizations in good standing with the IRS. Recipients are required to prepare a written report of their experience. For the more material awards, volunteers prepare evaluations of both the recipient and the program. X X false false false false false false false true false Kevin Baliozian Executive Director 207417 20742 24890 32143 285192 Ray Naegele Director of Financial & Admin 149829 2997 17979 12276 183081 Part I, Line 7: Kevin Baliozian and Ray Naegel received discretionary bonused during 2017 reported on Part II, column (B)(ii) . The amount of Kevins bonus was determined by the President, the Treasurer, and the board in connection with the annual evaluation. The amount of Rays bonus was determined using the staff incentive compensation plan, which explains all staff bonuses paid are subject to the discretion and approval by the board of directors. FORM 990, PART VI, SECTION A, LINE 6 THE CLASSES OF MEMBERSHIP SHALL BE VOTING AND NONVOTING. THE VOTING CLASS SHALL INCLUDE ACTIVE MEMBERS DEFINED AS PERSONS WHO AT THE TIME OF QUALIFICATION WERE ACTIVELY ENGAGED IN, RETIRED FROM, OR INTERESTED IN PROFESSIONAL LIBRARY OR BIBLIOGRAPHIC WORK, OR A HEALTH OR INFORMATION SCIENCES PROFESSION. OTHER SUBCLASSES OF VOTING AND NONVOTING MEMBERSHIP SHALL BE DETERMINED ACCORDING TO POLICIES ADOPTED BY THE BOARD OF DIRECTORS. A MEMBER MAY CAST MORE THAN ONE VOTE IF ELIGIBLE TO DO SO AS DEFINED BY THEIR MEMBERSHIP CLASSES. FORM 990, PART VI, SECTION A, LINE 7A ELECTION A BALLOTS, ACCOMPANIED BY THE REQUIRED BIOGRAPHICAL DATA, PHOTOGRAPHS, AND STATEMENTS OF AIMS, SHALL BE DISTRIBUTED TO THE VOTING MEMBERSHIP BY HEADQUARTERS NOT LATER THAN NINE WEEKS PRIOR TO THE ANNUAL MEETING AND RECEIVED AT HEADQUARTERS BY THE DATE PREVIOUSLY ANNOUNCED FOR COUNTING BALLOTS, WHICH SHALL BE AT LEAST THREE WEEKS AFTER BALLOTS ARE DISTRIBUTED. BALLOTS RECEIVED AFTER THE DATE ANNOUNCED FOR COUNTING SHALL BE DESTROYED. CANDIDATES FOR PRESIDENT-ELECT SHALL BE DECLARED ELECTED UPON RECEIVING A MAJORITY OF THE VOTES CAST. WHERE THERE ARE MORE THAN TWO CANDIDATES, A PLURALITY SHALL ELECT CANDIDATES FOR THE POSITIONS OF DIRECTOR AND MEMBER OF THE NOMINATING COMMITTEE RECEIVING THE HIGHEST NUMBER OF VOTES FOR THE NUMBER OF VACANT POSITIONS SHALL BE BY LOT. THE ASSOCIATION SHALL HOLD ANNUALLY A REGULAR MEETING OF THE MEMBERS FOR THE TRANSACTION OF GENERAL BUSINESS. EXCEPT AS OTHERWISE STATED IN THESE BYLAWS, VOTING MEMBERS AT THE ANNUAL MEETING SHALL BE THE FINAL AUTHORITY IN GOVERNING THE ASSOCIATION. THE VOTING BODY OF THE ANNUAL MEETING OR OF A SPECIAL MEETING SHALL CONSIST OF ALL VOTING MEMBERS WHO ARE IN GOOD STANDING AND WHO ARE PRESENT AT THE BUSINESS MEETING. ONE PERSON MAY CAST TWO VOTES ONLY IF ELIGIBLE AS AN INSTITUTIONAL REPRESENTATIVE AND ALSO AS AN ACTIVE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FINAL VERSION OF FORM 990 IS E-MAILED TO EACH BOARD MEMBER ON THE FINANCE EXECUTIVE COMMITTEE. THIS GROUP IS COMPRISED OF THE MLA EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCIAL AND ADMINISTRATIVE SERVICES. FORM 990, PART VI, SECTION B, LINE 12C THE MEDICAL LIBRARY ASSOCIATION REQUIRES AFFILIATION FINANCIAL DISCLOSURE FOR ANY MEMBER OF THE MLA BOARD OF DIRECTORS COMMITTEE CHAIRS AND CHAIR ELECTS LIAISONS TO OTHER ORGANIZATIONS AUTHORS WHO WRITE FOR MLA PUBLICATIONS AND INSTRUCTORS PRESENTERS AT MLA SPONSORED EVENTS AND ACTIVITIES, KNOW AS ABOVE MENTIONED GROUP. MLA'S DIRECTOR OF FINANCE MONITORED THE PROGRAM. FORM 990, PART VI, SECTION B, LINE 15A AND 15B THE MLA BOARD OF DIRECTORS CONDUCTS COMPENSATION REVIEW ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST PURSUANT TO THE PERIOD OF DISCLOSURE INDICATED BY IRC SECTION 6104(D).