MEDICAL LIBRARY ASSOCIATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MEDICAL LIBRARY ASSOCIATION INC (EIN 36-0540525)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202533179349310178
Schema version
2024v5.0
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

FieldValueIRS element (for citing)
Return2025-11-13T17:23:47-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201817360PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVE GUY & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14900 SOUTHPOINT DRIVEAddressLine1Txt
CityFREDERICKSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22407ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN360540525EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEDICAL LIBRARY ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEDIBusinessNameControlTxt
Phone7035062026PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DRIVE STE 4400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN BALIOZIANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7035062026PhoneNum
Signature2025-11-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWANDA STEMPINPreparerPersonNm
PTINP00377967PTIN
Phone5408917555PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN BALIOZIANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DRIVE STE 4400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,113,969GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MLANET.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1898FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionMEDICAL LIBRARY ASSOCIATION (MLA) IS A NONPROFIT, EDUCATIONAL ORGANIZATION THAT BELIEVES QUALITY INFORMATION IS ESSENTIAL FOR IMPROVED HEALTH.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers437TotalVolunteersCnt
Total Gross UBI$39,993TotalGrossUBIAmt
PY Contributions Grants$75,711PYContributionsGrantsAmt
CY Contributions Grants$255,863CYContributionsGrantsAmt
PY Program Service Revenue$2,817,612PYProgramServiceRevenueAmt
CY Program Service Revenue$2,656,370CYProgramServiceRevenueAmt
PY Investment Income$121,126PYInvestmentIncomeAmt
CY Investment Income$201,696CYInvestmentIncomeAmt
CY Other Revenue$40CYOtherRevenueAmt
PY Total Revenue$3,014,449PYTotalRevenueAmt
CY Total Revenue$3,113,969CYTotalRevenueAmt
PY Grants And Similar Paid$82,400PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$80,499CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,419,567PYOtherExpensesAmt
CY Other Expenses$3,084,462CYOtherExpensesAmt
PY Total Expenses$3,501,967PYTotalExpensesAmt
CY Total Expenses$3,164,961CYTotalExpensesAmt
PY Revenues Less Expenses-$487,518PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$50,992CYRevenuesLessExpensesAmt
Total Assets BOY$7,625,074TotalAssetsBOYAmt
Total Assets EOY$7,714,395TotalAssetsEOYAmt
Total Liabilities BOY$4,652,720TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,637,951TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,972,354NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,076,444NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$967,182ExpenseAmt
Revenue$1,304,786RevenueAmt
DescANNUAL MEETING - THE ANNUAL MEETING EDUCATES MEMBERS AND NONMEMBERS ON THE DESIGN, DEVELOPMENT AND MANAGEMENT OF HEALTH INFORMATION SYSTEMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$415,300ExpenseAmt
Revenue$587,610RevenueAmt
DescMEMBERSHIP DUES - MEMBERSHIP DUES PROVIDE MEMBERS OPPORTUNITIES TO CONNECT AND SHARE IDEAS, INSIGHTS & EXPERTISES WITHIN THE PROFESSIONAL MLA COMMUNITIES. MEMBERS ALSO ENJOY ACCESS TO LEARNING THROUGH MLA CONTINUING EDUCATION OFFERINGS WHICH INCLUDE WEBINARS, WEBCASTS, AND ANNUAL MEETING CE. MEMBERS CAN ALSO FIND OPPORTUNITIES TO LEAD AND DISCOVER WITHIN THE MLA COMMITTEES AT THE LOCAL AND NATIONAL LEVELS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$397,101ExpenseAmt
Grant$72,999GrantAmt
Revenue$396,745RevenueAmt
DescEDUCATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS - THE PROGRAMS PROVIDE CONTINUING EDUCATION IN THE MEDICAL LIBRARY FIELD. APPROXIMATELY 2,300 MEMBERS AND NONMEMBERS PARTICIPATE IN THE EDUCATIONAL AND PROFESSIONAL RECOGNITION PROGRAMS. OPPORTUNITIES TO LEAD AND DISCOVER WITHIN THE MLA COMMITTEES AT THE LOCAL AND NATIONAL LEVELS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$859,210ExpenseAmt
Grant$7,500GrantAmt
DescCERTIFICATIONS AND PUBLICATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$859,210TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$7,500TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,638,793TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document35IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7035062026PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 INTERNATIONAL DRIVEAddressLine1Txt
Address Line2STE 600AddressLine2Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HEATHER HOLMES
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
BRENDA M LINARES
PAST-PRESIDE5.00Yes (X)Yes (X)$0$0$0
TAMERA NELSON
SECRETARY5.00Yes (X)Yes (X)$0$0$0
KATE FLEWELLING
TREASURER5.00Yes (X)Yes (X)$0$0$0
TARA DOUGLAS-WILLIAMS
PRESIDENT EL5.00Yes (X)Yes (X)$0$0$0
BEVERLY MURPHY
DIRECTOR5.00Yes (X)$0$0$0
MOLLY KNAPP
DIRECTOR5.00Yes (X)$0$0$0
BETHANY MCGOWAN
DIRECTOR5.00Yes (X)$0$0$0
ANDY HICKNER
DIRECTOR5.00Yes (X)$0$0$0
LIZ KELLERMEYER
DIRECTOR5.00Yes (X)$0$0$0
IRENE LUBKER
DIRECTOR5.00Yes (X)$0$0$0
DEIDRE RIOS
DIRECTOR5.00Yes (X)$0$0$0
KEVIN BALIOZIAN
EXECUTIVE DI40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCI USABusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 INTERNATIONAL DRIVE STE 600AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENTServicesDesc
Compensation$2,192,487CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$10,020GovernmentGrantsAmt
All Other Contributions$245,843AllOtherContributionsAmt
Total Contributions$255,863TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETING900099$1,304,786$1,304,786
MEMBERSHIP DUES900099$587,610$587,610
EDUCATIONAL PROGRAMS900099$387,951$387,951
EFTS900099$152,746$152,746
OTHER900099$137,472$137,472

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,805TotalRevenueColumnAmt
Related Or Exempt Func Income$45,812RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$39,993UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,656,370TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$153,735TotalRevenueColumnAmt
Exclusion$153,735ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$47,961SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$47,961SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,961TotalRevenueColumnAmt
Related Or Exempt Func Income$47,961RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Total Revenue Column$40TotalRevenueColumnAmt
Related Or Exempt Func Income$40RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$40OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,113,969TotalRevenueColumnAmt
Related Or Exempt Func Income$2,664,378RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$39,993UnrelatedBusinessRevenueAmt
Exclusion$153,735ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,110TotalAmt
Program Services$16,110ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$50,389TotalAmt
Program Services$50,389ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Program Services$14,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,192,487TotalAmt
Program Services$1,803,171ProgramServicesAmt
Management And General$389,316ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,186TotalAmt
Management And General$48,186ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$107,076TotalAmt
Program Services$107,076ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,895TotalAmt
Management And General$9,895ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$94,561TotalAmt
Program Services$77,266ProgramServicesAmt
Management And General$17,295ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,958TotalAmt
Program Services$21,210ProgramServicesAmt
Management And General$4,748ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$416,432TotalAmt
Program Services$416,432ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,787TotalAmt
Program Services$11,265ProgramServicesAmt
Management And General$2,522ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,750TotalAmt
Program Services$15,321ProgramServicesAmt
Management And General$3,429ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,814TotalAmt
Program Services$9,653ProgramServicesAmt
Management And General$2,161ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MERCHANT DISCOUNT FEES$49,657$49,657
OTHER$41,330$41,330
HONORARIUM$30,209$30,209
BANK FEES$20,847$17,034$3,813

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,473TotalAmt
Management And General$3,473ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,164,961TotalAmt
Program Services$2,638,793ProgramServicesAmt
Management And General$526,168ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,408,973BOYAmt
EOY$1,290,676EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$102,215BOYAmt
EOY$37,375EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$68,086BOYAmt
EOY$60,659EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$150,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,750LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$125,000BOYAmt
EOY$131,250EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,920,800BOYAmt
EOY$6,194,435EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,625,074BOYAmt
EOY$7,714,395EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$101,208BOYAmt
EOY$115,588EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$538,038BOYAmt
EOY$479,317EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,013,474BOYAmt
EOY$4,043,046EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,652,720BOYAmt
EOY$4,637,951EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$709,914BOYAmt
EOY$820,081EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,262,440BOYAmt
EOY$2,256,363EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,972,354BOYAmt
EOY$3,076,444EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,625,074BOYAmt
EOY$7,714,395EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$50,992ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$183,517NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$28,435PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$108,696CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$386,486CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,711CurrentTaxYearMinus1YearAmt
Current Tax Year$255,863CurrentTaxYearAmt
Total$991,766TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,327,673CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,871,726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,461,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,769,712CurrentTaxYearMinus1YearAmt
Current Tax Year$2,616,417CurrentTaxYearAmt
Total$12,047,011TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,436,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,258,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,626,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,845,423CurrentTaxYearMinus1YearAmt
Current Tax Year$2,872,280CurrentTaxYearAmt
Total$13,038,777TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$13,038,777PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,301CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$115,520CurrentTaxYearMinus1YearAmt
Current Tax Year$153,735CurrentTaxYearAmt
Total$446,922TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,301CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$115,520CurrentTaxYearMinus1YearAmt
Current Tax Year$153,735CurrentTaxYearAmt
Total$446,922TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,869CurrentTaxYearMinus3YearsAmt
Total$8,869TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,498,056CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,322,382CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,687,172CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,960,943CurrentTaxYearMinus1YearAmt
Current Tax Year$3,026,015CurrentTaxYearAmt
Total$13,494,568TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96620PublicSupportCY509Pct
Public Support PY5090.96380PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
Investment Income PY0.03000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,262,440BeginningYearBalanceAmt
Contributions$1,350ContributionsAmt
Investment Earnings Or Losses$180,477InvestmentEarningsOrLossesAmt
Other Expenditures$158,949OtherExpendituresAmt
Administrative Expenses$35,000AdministrativeExpensesAmt
End Year Balance$2,250,318EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,113,624BeginningYearBalanceAmt
Contributions$9,635ContributionsAmt
Investment Earnings Or Losses$275,827InvestmentEarningsOrLossesAmt
Other Expenditures$66,646OtherExpendituresAmt
Administrative Expenses$70,000AdministrativeExpensesAmt
End Year Balance$2,262,440EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,400,583BeginningYearBalanceAmt
Contributions$43,196ContributionsAmt
Investment Earnings Or Losses-$286,869InvestmentEarningsOrLossesAmt
Other Expenditures$43,286OtherExpendituresAmt
End Year Balance$2,113,624EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,123,520BeginningYearBalanceAmt
Contributions$24,581ContributionsAmt
Investment Earnings Or Losses$273,157InvestmentEarningsOrLossesAmt
Other Expenditures$40,875OtherExpendituresAmt
End Year Balance$2,400,583EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,938,607BeginningYearBalanceAmt
Contributions$17,421ContributionsAmt
Investment Earnings Or Losses$213,253InvestmentEarningsOrLossesAmt
Other Expenditures$45,761OtherExpendituresAmt
End Year Balance$2,123,520EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$150,000OtherCostOrOtherBasisAmt
Depreciation$18,750DepreciationAmt
Book Value$131,250BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$131,250TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
EFTS LIABILITY$3,538,466
EIDL LOAN PAYABLE$504,580
FieldValueIRS element (for citing)
Total Liability$4,043,046TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,297,486TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$183,517NetUnrealizedGainsInvstAmt
Revenue Not Reported$183,517RevenueNotReportedAmt
Revenue Subtotal$3,113,969RevenueSubtotalAmt
Total Revenue Per Form990$3,113,969TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,164,961TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,164,961ExpensesSubtotalAmt
Total Expenses Per Form990$3,164,961TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART V, LINE 4FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USES THE ENDOWMENT FUNDS TO SUPPORT AWARDS, SCHOLARSHIPS, FELLOWSHIPS AND LECTURESHIPS, PUBLICATIONS AND COMPUTER-RELATED PROJECTS.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCnt
EUROPEGRANT MAKINGGRANTS$5,000
NORTH AMERICAGRANT MAKINGGRANTS$3,5001
SUB SAHARAN AFRICAGRANT MAKINGGRANTS$5,500
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Total Office1TotalOfficeCnt
Subtotal Spent$14,000SubtotalSpentAmt
Total Spent$14,000TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPNORTH AMERICA$3,500CHECK2
FELLOWSHIPSUB SAHARAN AFRICA$5,500CHECK
FELLOWSHIPEUROPE$5,000CHECK
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PAGE 1, PART I, LINE 2INDIVIDUALS AND ORGANIZATIONS TO WHOM MLA GRANT MONEY IS AWARDED 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.
SCHEDULE F, PAGE 1, PART I, LINE 3EUROPE 5,000 0 NORTH AMERICA 3,500 0 SUB SAHARAN AFRICA 5,500 0

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN PUBLIC HEALTH ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111208 WAPLES MILL RD STE 112AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22030ZIPCd
FieldValueIRS element (for citing)
Cash Grant$8,610CashGrantAmt
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGRANTS/SCHOLARSHIPSGrantTypeTxt
Cash Grant$50,389CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 4, PART IVFormAndLineReferenceDesc
ExplanationINDIVIDUALS TO WHOM MLA GRANT MONEY IS REWARDED ARE REQUIRED TO PROVIDE AN ACCOUNTING 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE 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.
FORM 990, PAGE 2, PART III, LINE 4DCERTIFICATIONS AND PUBLICATIONS.
FORM 990, PAGE 6, PART VI, LINE 3AN AGREEMENT HAS BEEN MADE WHEREBY MCI USA HIRES STAFF MEMBERS TO WORK FOR MLA AND MLA PAYS A MANAGEMENT FEE.
FORM 990, PAGE 6, PART VI, LINE 6THE 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 THE MEMBERSHIP CLASSES.
FORM 990, PAGE 6, PART VI, LINE 7AELECTION 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.
FORM 990, PAGE 6, PART VI, LINE 7BTHE ASSOCIATION SHALL HOLD ANNUALLY A REGULAR MEETING OF 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 REPRESENTIVIE AND ALSO AS AN ACTIVE MEMBER.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FINAL FORM 990 IS E-MAILED TO EACH MEMBER OF THE FINANCE EXECUTIVE COMMITTEE. THIS GROUP IS COMPRISED OF THE TREASURER, IMMEDIATE PAST- PRESIDENT, FOUR ADDITIONAL MEMBERS, THE MLA EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE.
FORM 990, PAGE 6, PART VI, LINE 12CTHE 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 (KNOWN AS ABOVE-MENTIONED GROUP). MLA'S DISCLOSURE POLICY IS INTENDED TO PROTECT ALL PARTIES INVOLVED FROM ANY POTENTIAL CONFLICT OF INTEREST THAT MAY ARISE BY SERVING/WORKING WITH ANY ASSOCIATION PROGRAMS AND SERVICES. THE USERS AND/OR PARTICPANTS IN MLA PROGRAMS AND SERVICES MUST BE MADE AWARE OF ANY AFFILIATIONS OR FINANCIAL ARRANGEMENTS BETWEEN MEMBERS OF THE ABOVE- MENTIONED GROUP AND A GRANTOR AND/OR AN ORGANIZATION(S). ANY AFFILIATION OR FINANCIAL ARRANGEMENT THAT MAY CAUSE EMBARRASSMENT TO MLA, MEMBERS OF THE ABOVE-MENTIONED GROUP, A GRANTOR, OR AN ORGANIZATION, OR COULD BE PERCEIVED AS UNETHICAL, MUST BE DISCLOSED. MLA WILL INFORM USERS AND/OR PARTICIPANTS OF ANY AFFILIATIONS OR FINANCIAL ARRANGEMENTS OF MEMBERS OF THE ABOVE-MENTIONED GROUP THROUGH APPROPIATE MEANS. IT IS THE RESPONSIBILITY OF MEMBERS OF THE ABOVE-MENTIONED GROUP TO RETURN A COMPLETED DISCLOSURE FORM TO MLA, IF APPROPRIATE, PRIOR TO SERVING,INSTRUCTING, PRESENTING, OR PUBLISHING ON/IN MLA LEADERSHIP ROLES/ACTIVITIES/PUBLICATIONS.
FORM 990, PAGE 6, PART VI, LINE 19THE 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).

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