Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 208,705 | 72,025 | 40,478 | 211,598 | 70,721 | 603,527 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 2,442,827 | 2,323,429 | 2,490,196 | 2,556,866 | 2,397,878 | 12,211,196 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 2,651,532 | 2,395,454 | 2,530,674 | 2,768,464 | 2,468,599 | 12,814,723 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support (Subtract line 7c from line 6.) | 12,814,723 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 2,651,532 | 2,395,454 | 2,530,674 | 2,768,464 | 2,468,599 | 12,814,723 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 40,664 | 40,434 | 107,096 | 43,831 | 38,690 | 270,715 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 40,664 | 40,434 | 107,096 | 43,831 | 38,690 | 270,715 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 24,193 | 34,789 | 99,760 | 38,969 | 197,711 | |
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 74,963 | 35,095 | 35,820 | 200,230 | 165,327 | 511,435 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 2,791,352 | 2,505,772 | 2,773,350 | 3,051,494 | 2,672,616 | 13,794,584 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| 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. 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. |
| Form 990, Part VI, Section A, line 7a | Annual Meeting The Association shall hold annually, usually in the spring, 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 11 | The completed final version of Form 990 is emailed to each board member on the Finance Execuctive 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 association programs and services. The intent of this disclosure policy is not to prevent people with a 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. |
| 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). |
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