MEDICAL LIBRARY ASSOCIATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MEDICAL LIBRARY ASSOCIATION INC (EIN 36-0540525)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349302960
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T09:30:19-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 360540525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Medical Library Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 3124199094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 East Wacker Place No 1900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ray Naegele | PersonNm |
| Person Title | Director of Financial Services | PersonTitleTxt |
| Phone | 3124199094 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne Harder | PreparerPersonNm |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 17:33:19 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 273CC9BE664104F25245DA4E4D67715D8D253944 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 273CC9BE664104F25245DA4E4D67715D8D253944 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kevin Baliozian | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 East Wacker Place No 1900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,651,328 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 8112 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mlanet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | The Medical Library Association (MLA) is a nonprofit, educational organization committed to educating health information professionals, supporting health information research, promoting access to the world's health sciences information, and working to ensure that the best health information is available to all. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $89,831 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,504 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $88,217 | PYContributionsGrantsAmt |
| CY Contributions Grants | $229,625 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,557,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,625,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,663 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,243 | CYInvestmentIncomeAmt |
| PY Other Revenue | $210,795 | PYOtherRevenueAmt |
| CY Other Revenue | $162,375 | CYOtherRevenueAmt |
| PY Total Revenue | $2,875,432 | PYTotalRevenueAmt |
| CY Total Revenue | $3,090,578 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,539 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $121,525 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,474,638 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,410,936 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,361,923 | PYOtherExpensesAmt |
| CY Other Expenses | $1,400,030 | CYOtherExpensesAmt |
| PY Total Expenses | $2,868,100 | PYTotalExpensesAmt |
| CY Total Expenses | $2,932,491 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $158,087 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,224,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,470,077 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,047,847 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,129,007 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,176,822 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,341,070 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Medical Library Association's mission is to provide lifelong educational opportunities to members and nonmembers, support a database of health information research, and promote the importance of quality information for improved health to the healthcare community and the public. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $968,628 | ExpenseAmt |
| Revenue | $1,501,120 | RevenueAmt |
| Desc | Annual Meeting - The Annual Meeting educates members and nonmembers on the design, development and management of health information systems. Total meeting attendance in 2016 was 1,335 participants. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $319,717 | ExpenseAmt |
| Revenue | $89,286 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $266,975 | ExpenseAmt |
| Revenue | $265,156 | RevenueAmt |
| Desc | Educational and Professional Development Programs - The programs provide continuing education the medical library field. Approximately 1,500 members participate in the educational and professional recognition programs. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $54,437 | $20,000 | Information Issues and Policies - The Association maintains a government relation program and provides information on health information policy issues. | |
| $161,630 | Awards & Scholarships | $93,819 | |
| $40,784 | Chapter Support | ||
| $40,632 | $39,845 | Credentialing | |
| $54,696 | Database & Mailing Lists | ||
| $81,517 | $573,105 | Dues & Membership Services | |
| $101,229 | MLANET (website) | ||
| $50 | $1,950 | MLA Services | |
| $64,374 | $49,299 | Sections | $27,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $599,349 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $121,525 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $684,199 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,154,669 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ray Naegele | PersonNm |
| Phone | 3124199094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 East Wacker Place Suite 1900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Teresa Knott | ||||||
| President (starting 5/31/16) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Michelle Kraft | ||||||
| President (until 5/31/16) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Barbara Epstein | ||||||
| President-Elect | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Linda Walton | ||||||
| Immediate Past President (until 5/31/16) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Amy Blevins | ||||||
| Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Lisa Traditi | ||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jodi Philbrick | ||||||
| Section Council Liaison | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Melissa Ratajeski | ||||||
| Chapter Council Liaison | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Christopher Shaffer | ||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Heidi Heilemann | ||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Keith Cogdill | ||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Melissa DeSantis Besfer | ||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Melissa Rethlefsen | ||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Kristine Alpi | ||||||
| Director (until 5/31/16) | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Sandra Franklin | ||||||
| Director (until 5/31/16) | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Angela Dixon | ||||||
| Director (until 5/31/16) | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin Baliozian | ||||||
| Executive Director | 40.00 | Yes (X) | $203,912 | $0 | $30,648 | |
| Ray Naegele | ||||||
| Dir. of Financial & Admin. Services | 40.00 | Yes (X) | $138,594 | $0 | $32,004 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $342,506 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,652 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Production Resource Group LLC | |||||
| 200 Hastings Drive | Buffalo Grove | IL | 60089 | Audiovisual Services | $145,645 |
| Hall-Erickson Inc | |||||
| 98 E Naperville Rd | Westmont | IL | 60559 | Event/Exhibit Services | $107,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $229,625 | AllOtherContributionsAmt |
| Total Contributions | $229,625 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Annual Meeting | 900099 | $1,501,120 | $1,501,120 | |
| Membership Dues | 900099 | $573,105 | $573,105 | |
| Educational Programs | 900099 | $265,156 | $265,156 | |
| Publications | 511120 | $174,860 | $89,286 | $85,574 |
| Section Revenue | 900099 | $49,299 | $49,299 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,795 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,795 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,625,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,141 | TotalRevenueColumnAmt |
| Exclusion | $38,141 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $595,852 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $560,750 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,102 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,102 | TotalRevenueColumnAmt |
| Exclusion | $35,102 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Mailing List Revenue | 511140 | $150,963 | $150,963 | |
| MLA Services | 900099 | $4,257 | $4,257 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,155 | TotalRevenueColumnAmt |
| Exclusion | $7,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $162,375 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,090,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,539,761 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $89,831 | UnrelatedBusinessRevenueAmt |
| Exclusion | $231,361 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,495 | TotalAmt |
| Program Services | $68,495 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,030 | TotalAmt |
| Program Services | $26,030 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,158 | TotalAmt |
| Program Services | $294,949 | ProgramServicesAmt |
| Management And General | $110,209 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,554 | TotalAmt |
| Program Services | $570,226 | ProgramServicesAmt |
| Management And General | $211,328 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,643 | TotalAmt |
| Program Services | $65,260 | ProgramServicesAmt |
| Management And General | $25,383 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,194 | TotalAmt |
| Program Services | $40,392 | ProgramServicesAmt |
| Management And General | $15,802 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,387 | TotalAmt |
| Program Services | $56,150 | ProgramServicesAmt |
| Management And General | $21,237 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,282 | TotalAmt |
| Management And General | $36,282 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,712 | TotalAmt |
| Program Services | $19,727 | ProgramServicesAmt |
| Management And General | $6,985 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,130 | TotalAmt |
| Program Services | $88,857 | ProgramServicesAmt |
| Management And General | $6,273 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,615 | TotalAmt |
| Program Services | $27,229 | ProgramServicesAmt |
| Management And General | $9,386 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,084 | TotalAmt |
| Program Services | $112,268 | ProgramServicesAmt |
| Management And General | $43,816 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,556 | TotalAmt |
| Program Services | $42,505 | ProgramServicesAmt |
| Management And General | $15,051 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,168 | TotalAmt |
| Program Services | $511,837 | ProgramServicesAmt |
| Management And General | $206,331 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,437 | TotalAmt |
| Program Services | $13,855 | ProgramServicesAmt |
| Management And General | $5,582 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,683 | TotalAmt |
| Program Services | $21,183 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Publications | $130,169 | $94,130 | $36,039 |
| Continuing Education | $73,098 | $53,987 | $19,111 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,096 | TotalAmt |
| Program Services | $20,589 | ProgramServicesAmt |
| Management And General | $1,507 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,932,491 | TotalAmt |
| Program Services | $2,154,669 | ProgramServicesAmt |
| Management And General | $777,822 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99 | BOYAmt |
| EOY | $17 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,798 | BOYAmt |
| EOY | $1,037,420 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,700 | BOYAmt |
| EOY | $292,998 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,722 | BOYAmt |
| EOY | $68,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $173,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $135,591 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,107 | BOYAmt |
| EOY | $38,356 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,767,904 | BOYAmt |
| EOY | $2,936,458 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,339 | BOYAmt |
| EOY | $6,368 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,224,669 | BOYAmt |
| EOY | $4,470,077 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,870 | BOYAmt |
| EOY | $106,550 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,977 | BOYAmt |
| EOY | $1,022,457 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047,847 | BOYAmt |
| EOY | $1,129,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,591,579 | BOYAmt |
| EOY | $1,639,965 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,428 | BOYAmt |
| EOY | $445,768 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,815 | BOYAmt |
| EOY | $1,255,337 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,176,822 | BOYAmt |
| EOY | $3,341,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,224,669 | BOYAmt |
| EOY | $4,470,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $158,087 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $83,767 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$77,606 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $229,625 | CurrentTaxYearAmt |
| Total | $640,639 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,490,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,556,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,397,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,426,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,539,761 | CurrentTaxYearAmt |
| Total | $12,410,903 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,530,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,768,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,468,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,514,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,769,386 | CurrentTaxYearAmt |
| Total | $13,051,542 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,051,542 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,141 | CurrentTaxYearAmt |
| Total | $270,058 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,141 | CurrentTaxYearAmt |
| Total | $270,058 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,969 | CurrentTaxYearMinus3YearsAmt |
| Total | $138,729 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,118 | CurrentTaxYearAmt |
| Total | $735,589 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,773,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,051,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,672,616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,732,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,965,645 | CurrentTaxYearAmt |
| Total | $14,195,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92290 | PublicSupportPY509Pct |
| Investment Income CY | 0.01900 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01980 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,420,101 | BeginningYearBalanceAmt |
| Contributions | $35,873 | ContributionsAmt |
| Investment Earnings Or Losses | $73,117 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,452 | OtherExpendituresAmt |
| End Year Balance | $1,472,639 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,406,186 | BeginningYearBalanceAmt |
| Contributions | $73,286 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,456 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,915 | OtherExpendituresAmt |
| End Year Balance | $1,420,101 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,388,774 | BeginningYearBalanceAmt |
| Contributions | $50,133 | ContributionsAmt |
| Investment Earnings Or Losses | $61,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $94,352 | OtherExpendituresAmt |
| End Year Balance | $1,406,186 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,132,942 | BeginningYearBalanceAmt |
| Contributions | $160,960 | ContributionsAmt |
| Investment Earnings Or Losses | $129,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,918 | OtherExpendituresAmt |
| End Year Balance | $1,388,774 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,075,799 | BeginningYearBalanceAmt |
| Contributions | $19,699 | ContributionsAmt |
| Investment Earnings Or Losses | $76,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,390 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,132,942 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.81290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,160 | DepreciationAmt |
| Book Value | $5,439 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,571 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,444 | DepreciationAmt |
| Book Value | $3,127 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,987 | DepreciationAmt |
| Book Value | $29,790 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,356 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,174,345 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $83,767 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $83,767 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,090,578 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,090,578 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,010,097 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $77,606 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $77,606 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,932,491 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,932,491 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanently restricted net assets consist of various endowment funds which are subject to the restrictions imposed by donors who require the principal of their contributions to be invested in perpetuity and the investment income to be used for specified purposes. These funds include the following: C. Funk Government Relations Award Fund - supports an annual award to honor an outstanding individual in government relations. Consumer Health Librarian of the Year Award Endowment Fund - Supports an annual award to recognize librarians who demonstrate excellence in consumer health information services, promote innovation and collaboration, and provide examples to follow for other consumer health librarians. Consumer health librarians focus on the continuum of health information services that benefit patients, caregivers, and individuals interested in optimal health and health care for themselves and their families. Cunningham Memorial International Fellowship Endowment Fund - supports the Annual Cunningham Memorial International Fellowship Program. David A. Kronick Endowment Fund - Supports the David A. Kronick Travelling Fellowship Estelle Brodman Award Endowment Fund - Supports the Estelle Brodman Award for the Academic Medical Librarian of the Year. Eugene Garfield Award Endowment - Supports research into the history of information sciences to increase the underlying knowledge-base and enhance the current and future practice of the information professions, particularly health sciences librarianship and health informatics. Hospital Libraries Section/MLA Professional Development Grants Endowment Fund - Supports an award program conducted by the hospital's section for librarians working in hospitals and similar clinical settings. The awards generally are for educational and research activities. Janet Doe Lectureship Endowment Fund - Supports the Jane Doe Lectureship. John P. McGovern Award Lectureship Endowment Fund - Supports the John P. McGovern Lectureship. Joseph Leiter NLM/MLA Lectureship Endowment Fund - Supports the Leiter NLM/MLA Lectureship. Lindberg Research Fellowship Endowment Fund - Supports the Lindberg Research Fellowship. Lois Ann Colaianni Award for Excellence and Achievement in Hospital Librarianship Endowment Fund - Supports the Excellence and Achievement in Hospital Librarianship Award Program. Louise Darling Medal Endowment Fund - Supports the Louise Darling Medal for Distinguished Achievement in Collection Development in the Health Sciences. Lucretia W. McClure MLA Excellence in Education Award Fund - Supports an annual award to honor an outstanding educator for personal excellence in health sciences librarianship and informatics, with demonstrated skills in teaching, curriculum development, mentoring, research or leadership in education. Majors/MLA Chapter Project of the Year Endowment Fund - Supports an annual award for the best project by chapter. The award recognizes excellence, innovation and contribution to the health sciences library profession. Naomi Broering Hispanic Heritage Award Endowment - Supports libraries of Hispanic or Latino ethnicity. Scholarship Endowment Fund - Supports the Association's various grants and scholarships. The goal of the Association's Grants and Scholarships committee is to raise money for this fund. Shaping Our Future Endowment Fund - Supports initiative identified in the Association's annual business plan and is funded by annual allocations equal to 25 percent of net corporate membership dues. T. Mark Hodges International Service Award - Supports individual achievement in promotion, enabling and/or delivering improvements in the quality of health information internationally through the development of health information professions, the improvement of libraries or an increased use of health information services. Ursula Poland "Librarians without Borders" Endowment - Supports health science librarianship outside the U.S. Ysabel Bertolucci Annual Meeting Grant Endowment - Supports the annual grant for the annual meeting. |
| 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. The Association is generally no longer subject to examination by the Internal Revenue Service for years before 2013. |
| Part XII, Line 2d - Other Adjustments: | Return of assets to International Association of School Librarianship 77,606. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| North America | 0 | 0 | Grantmaking | N/A | $15,000 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | N/A | $6,000 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | N/A | $5,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $26,030 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $26,030 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| See Part VMLA Scholarships - Grants scholarships to students who are enrolled in or entering an American Library Association-accredited library school. | North America | 2 | $5,000 | Check |
| See Part VLibrarians Without Borders Grant - Supports training activities that promote the use of scientific research resources in emerging and low income countries. | Central America & the Caribbean | 1 | $6,000 | Wire Transfer |
| See Part VLibrarians Without Borders Grant - Supports training activities that promote the use of scientific research resources in emerging and low income countries. | Sub-Saharan Africa | 1 | $5,030 | Wire Transfer |
| See Part VLindberg Research Fellowship - Funds research linking the information services provided by librarians to improved health care and awarded to a qualified health professional researcher, educator, administrator, or librarian. | North America | 1 | $10,000 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Library Association | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E Huron St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 362166947 | RecipientEIN |
| IRC Section | 501(c)3 | IRCSectionDesc |
| Cash Grant | $26,000 | CashGrantAmt |
| Purpose Of Grant | See Part IVTo provide scholarships to assist minority individuals interested in obtaining a graduate degree and leadership positions in the profession. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (26 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| Bertolucci Annual Meeting Grant | 1 | $1,000 | |
| DeBakey Award | 1 | $630 | |
| Librarians Without Borders Grant | 1 | $2,200 | |
| MIS/MLA Career Development Grants | 3 | $4,497 | |
| Lucretia W. McClure Excellence in Education Award | 1 | $500 | |
| T. Mark Hodges International Service Award | 1 | $500 | |
| Murray Gottlieb Prize | 1 | $100 | |
| HLS/MLA Professional Development Grants | 2 | $1,589 | |
| MLA/NLM Spectrum Scholarships | 2 | $765 | |
| Lindberg Research Fellowship | 1 | $10,000 | |
| MLA Minority Scholarships | 2 | $5,000 | |
| MLA Scholarship | 1 | $4,000 | |
| Thomson Reuters/MLA Doctoral Scholarship | 1 | $2,000 | |
| Estelle Brodman Award | 1 | $500 | E048934 - 11/10/17 03:54PM Worksheet Schedule I |
| Lois Ann Colaianni Award | 1 | $500 | |
| Ida and George Eliot Prize | 1 | $200 | |
| EBSCO/MLA Annual Meeting Grants | 4 | $3,997 | |
| Janet Doe Lecture | 1 | $811 | |
| Eugene Garfield Fellowship | 1 | $5,000 | |
| Sections Awards/Prizes | 12 | $1,991 | |
| Travel Grants | 7 | $5,250 | |
| Access Pharmacy Travel Awards | 2 | $1,000 | |
| Professional Development Awards | 5 | $3,500 | |
| Sewell Stipend Receipients | 9 | $11,965 | |
| Public Services Travel Stipend | 1 | $500 | |
| Reis ICS IFLA Grant | 1 | $500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Individuals 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 bona fide 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kevin Baliozian | ||||||||||||||
| Executive Director | $198,820 | $0 | $5,092 | $0 | $0 | $0 | $0 | $0 | $30,648 | $0 | $234,560 | $0 | $0 | $0 |
| Ray Naegele | ||||||||||||||
| Dir. of Financial & Admin. Services | $135,652 | $0 | $2,942 | $0 | $0 | $0 | $17,309 | $0 | $14,695 | $0 | $170,598 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Kevin Baliozian and Ray Naegele received discretionary bonuses during 2016 reported on Part II, column (B)(ii). The amount of Kevin's bonus was determined by the President, the Treasurer, and the board in connection with the annual evaluation. The amount of Ray's 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Classes of Membership A. The classes of membership shall be Voting and Nonvoting. B. The subclasses of Voting Members shall be Active and Institutional. Active Members shall be 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. Institutional Members shall be libraries of the health sciences or professions or schools of library and information science. The authorized representative of an Institutional Member shall be any person designated in writing by the institution at the time of payment of dues, unless otherwise and later designated in writing by the institution at least five weeks before the Annual Meeting or distribution of ballots in which the representative is to vote. |
| Form 990, Part VI, Section A, line 7a | Elections 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. B. 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 declared elected. If a tie occurs, selection from among the tied candidates shall be by lot. Annual Meeting 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. Voting Body 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 emailed to each board member on the Finance Executive Committee. This group is comprised of the MLA President, Treasurer, Executive Director and Director of Financial and Administrative Services. |
| Form 990, Part VI, Section B, line 12c | Medical Library Association Disclosure Policy The Medical Library Association (MLA) 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 disclosure policy is intended to protect all parties involved from any potential conflict of interest that may arise by serving/working with any programs and services. The intent of this disclosure policy is not to prevent people with significant financial or other relationships from serving in official capacities, writing, or presenting, but to provide decision-makers and participants with the information to form their own judgments in regard to exposition or conclusions reached in presentations, courses, publications, etc. Members of the above-mentioned group must prominently state all disclosure information for each activity. In the case of presenters, authors, or instructors, failure to disclose affiliations or financial arrangements may result in denial of MLA CE contact hours for the instructor's course, cancellation of the CE activity, and/or denial of instructor/presenter honorarium or author royalties. Affiliation/Financial Disclosure A conflict of interest may be considered to exist if a member of the above-mentioned group is: 1. Serving as an officer or director of another nonprofit organization in the general areas of interest to MLA. 2. Receiving compensation (e.g., consulting fees, speaking or writing honoraria, grant funds, research fees, salary, or other financial or material support, etc.) from a company offering products or services related to the interests of MLA. 3. Doing business with MLA or having a personal business interest in any company or organization doing business or wishing to do business with MLA. The users and/or participants 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 appropriate means. |
| Form 990, Part VI, Section B, line 15 | MLA maintains a Salary Ranking and Classification System to guide salary administration. The plan is reviewed and approved annually by the Board of Directors with the business plan. Staff salary ranges are reviewed in the context of relevant industry salary survey data such as the data provided by ASAE and Association Forum. The Executive Director is reviewed annually in February by the MLA President with input as appropriate from the Executive Committee, full board and members. The Director of Financial and Administrative Services, similar to other manager level staff, has a formal review by the Executive Director at mid-year and at year-end. All decisions are contemporaneously documented in the board minutes. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request pursuant to the period of disclosure indicated by IRC section 6104(d). |
| Form 990, Part XI, line 9: | Return of assets to International Association of School Librarianship -77,606. |
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