2024-05-13T12:25:58-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2022-07-01 851016955 TRIANGLE RESEARCH LIBRARIES NETWORK INC TRIA 9196608756 BOX 90275 411 CHAPEL DRIVE DURHAM NC 27708 LISA CROUCHER EXECUTIVE DIRECTOR 9196608756 2024-05-10 1 LISA CROUCHER 999009999 1 BREE-ANN WEIDNER P01319397 9197821040 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA CROUCHER BOX 90275 411 CHAPEL DRIVE DURHAM NC 27708 2130747 0 X TRLN.ORG X 2020 NC TRIANGLE RESEARCH LIBRARIES NETWORK (TRLN) IS A COLLABORATIVE ORGANIZATION OF DUKE UNIVERSITY, NORTH CAROLINA CENTRAL UNIVERSITY, NORTH CAROLINA STATE UNIVERSITY, AND THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, THE PURPOSE OF WHICH IS TO MARSHAL THE FINANCIAL, HUMAN, AND INFORMATION RESOURCES OF THEIR RESEARCH LIBRARIES THROUGH COOPERATIVE EFFORTS IN ORDER TO CREATE A RICH AND UNPARALLELED KNOWLEDGE ENVIRONMENT THAT FURTHERS THE UNIVERSITIES' TEACHING, RESEARCH, LEARNING, AND SERVICE MISSIONS. 9 8 0 10 0 0 508200 508200 1240990 1622547 0 0 0 0 1749190 2130747 0 0 0 0 168161 182700 0 0 0 1980243 1972297 2148404 2154997 -399214 -24250 603803 579553 0 0 603803 579553 X TRIANGLE RESEARCH LIBRARIES NETWORK (TRLN) IS A COLLABORATIVE ORGANIZATION OF DUKE UNIVERSITY, NORTH CAROLINA CENTRAL UNIVERSITY, NORTH CAROLINA STATE UNIVERSITY, AND THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, THE PURPOSE OF WHICH IS TO MARSHAL THE FINANCIAL, HUMAN, AND INFORMATION RESOURCES OF THEIR RESEARCH LIBRARIES THROUGH COOPERATIVE EFFORTS IN ORDER TO CREATE A RICH AND UNPARALLELED KNOWLEDGE ENVIRONMENT THAT FURTHERS THE UNIVERSITIES' TEACHING, RESEARCH, LEARNING, AND SERVICE MISSIONS. 0 0 1913587 1622547 IMPLEMENTATION AND MANAGEMENT OF A SHARED LIBRARY CATALOG AND OF RESOURCE-SHARING SOFTWARE SYSTEMS AND ACTIVITIES. THE SHARED LIBRARY CATALOG ALLOWS ANY USER AT THE FOUR TRLN MEMBER LIBRARIES TO SEARCH FOR AND REQUEST MATERIALS HELD AT ALL FOUR TRLN MEMBER INSTITUTIONS. 16300 TRLN IDEA PROJECT FUNDING. TRLN SEEKS TO SUPPORT OUR MEMBER INSTITUTIONS' WORK IN INCLUSION, DIVERSITY, EQUITY, AND ACCESSIBILITY WITH PROJECT FUNDING. STAFF MEMBERS AT ANY TRLN LIBRARY CAN APPLY FOR FUNDING FOR A VARIETY OF PROJECTS THAT FURTHER THEIR LIBRARY'S AND TRLN'S GOALS TO ESTABLISH OR ADVANCE INCLUSION, DIVERSITY, EQUITY, OR ACCESSIBILITY EFFORTS.THERE WERE TWO PROJECTS FUNDED THIS FISCAL YEAR. THE PROJECT "NC CENTRAL'S SHEPARD LIBRARY CELEBRATING 50 YEARS OF HIP HOP" INCLUDED A BOOK TALK WITH JUSTIN TINSLEY, A POETRY JAM FOR STUDENTS AND FACULTY, AND A GRAFFITI AND ART EXHIBIT FEATURING STUDENT ART. THE EXPENSES ASSOCIATED WITH THIS PROJECT ARE $9,300.THE PROJECT "IMPROVING ACCESSIBILITY FOR EXHIBITION SPACES IN TRLN LIBRARIES" AIMED TO INCREASE ACCESSIBILITY TO EXHIBITIONS IN TRLN LIBRARIES THROUGH ASSESSMENT, DISCUSSION AND COMMITMENT TO FOLLOW-THROUGH ON ALL FEASIBLE ACCESSIBILITY WORK. AN ACCESSIBILITY CONSULTANT WAS HIRED TO VISIT LIBRARY EXHIBITION SPACES AND CREATE REPORTS SO LIBRARY STAFF COULD BE MADE AWARE OF POTENTIAL PROBLEMS AND INACCESSIBILITY IN EXHIBIT SPACES (FOR EXAMPLE, MANY SPACES WERE NOT DESIGNED TO BE ADA COMPLIANT). THE EXPENSES ASSOCIATED WITH THIS PROJECT ARE $7,000. 5427 TRLN ANNUAL MEETING. ON JULY 11 AND 12, 2022, TRLN HELD A TWO-DAY ANNUAL MEETING WITH 305 REGISTRANTS. THERE WERE TWO KEYNOTE SPEAKERS AND PRESENTATIONS FOCUSED ON THE THEME OF "SUSTAINABILITY: SOCIAL EQUITY, ECONOMICS, AND ENVIRONMENT." TRLN ALSO OFFERED A TOUR OF THE DURHAM COUNTY MAIN PUBLIC LIBRARY FOR 50 REGISTRANTS. A FULL SCHEDULE AND MORE EVENT INFORMATION CAN BE FOUND AT HTTPS://TRLN.ORG/EVENT/TRLN-ANNUAL-MEETING-3. THE EXPENSES ASSOCIATED WITH THIS MEETING ARE $3,902.07.ON JULY 17 AND 18, 2023, TRLN HELD A TWO-DAY MEETING WITH 295 REGISTRANTS. THERE WERE TWO KEYNOTE SPEAKERS AND PRESENTATIONS FOCUSED ON THE THEME OF ACCESSIBILITY. THE MEETING ALSO INCLUDED COMMUNITY INTEREST GROUP MEETINGS AND THE WORKSHOP "ENVISIONING TRANS-INCLUSIVE PUBLIC LIBRARIES." A FULL SCHEDULE AND MORE EVENT INFORMATION CAN BE FOUND AT HTTPS://TRLN.ORG/EVENT/2023-TRLN-ANNUAL-MEETING. THE JUNE 2023 EXPENSES ASSOCIATED WITH THIS MEETING WERE FOR VENUE RESERVATIONS TOTALING $1,525.00. 1935314 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 X TRIANGLE RESEARCH LIBRARIES NETWORK 9196608756 411 CHAPEL DRIVE BOX 90275 DURHAM NC 27708 X LISA CROUCHER EXECUTIVE DIRECTOR 40.00 0.00 X X 115479 0 20679 WARWICK A ARDEN CHAIR 0.25 0.00 X X 0 0 0 CHRIS CLEMENS DIRECTOR 0.25 0.00 X 0 0 0 MARIA ESTORINO DIRECTOR 0.50 0.00 X 0 0 0 DRACINE HODGES DIRECTOR 0.50 0.00 X 0 0 0 JENNIFER FRANCIS DIRECTOR 0.25 0.00 X 0 0 0 SALLY KORNBLUTH DIRECTOR 0.25 0.00 X 0 0 0 GREG RASCHKE DIRECTOR 0.50 0.00 X 0 0 0 THEODOSIA SHIELDS DIRECTOR 0.50 0.00 X 0 0 0 JOE SALEM DIRECTOR 0.50 0.00 X 0 0 0 DAVID H JACKSON DIRECTOR 0.25 0.00 X 0 0 0 MCKENNA LAKIN SECRETARY 32.00 0.00 X 41157 0 13665 156636 0 34344 0 0 0 1 0 508200 508200 SUBSCRIPTION FEES 519200 1622547 1622547 1622547 2130747 1622547 0 0 182700 85621 97079 3100 3100 2000 2000 3077 1403 1674 41510 41510 773 773 6679 6679 650 650 ELR SUBSCRIPTIONS 1693977 1693977 SHARED SERVICES 220531 103351 117180 2154997 1935314 219683 0 603803 579553 603803 579553 0 0 X 0 0 0 0 603803 579553 603803 579553 603803 579553 -24250 0 X 0 0 0 X 120088 797851 508200 508200 1934339 120088 797851 508200 508200 1934339 1934339 1934339 4365700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 LISA CROUCHER EXECUTIVE DIRECTOR 115479 0 0 0 0 0 12602 0 8375 0 136456 0 0 0 MCKENNA LAKIN SECRETARY 41157 0 0 0 0 0 3949 0 9858 0 54964 0 0 0 SCHEDULE J, PART II: THE NETWORK'S EXECUTIVE DIRECTOR AND SECRETARY ARE EMPLOYED BY DUKE UNIVERSITY BUT PROVIDE SERVICES TO THE NETWORK. SINCE THE UNIVERSITY IS NOT A RELATED ORGANIZATION, THEIR COMPENSATION RELATED TO SERVICES PROVIDED TO THE NETWORK HAS BEEN SHOWN IN PART II AS IF IT WERE PAID DIRECTLY BY THE NETWORK IN ACCORDANCE WITH THE 990 INSTRUCTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS. THE INITIAL MEMBERS OF THE ORGANIZATION ARE DUKE UNIVERSITY, NORTH CAROLINA CENTRAL UNIVERSITY, NORTH CAROLINA STATE UNIVERSITY, AND THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. THE BOARD OF DIRECTORS MAY RECOMMEND TO THE CURRENT MEMBERS THAT ONE OR MORE NEW QUALIFIED CANDIDATES BE ADMITTED AS MEMBERS. A QUALIFIED CANDIDATE IS AN INSTITUTION OF HIGHER EDUCATION THAT (I) HAS A LIBRARY, (II) CONSENTS TO THE MEMORANDUM OF UNDERSTANDING, AND (III) AGREES TO PROVIDE FINANCIAL SUPPORT TO THE ORGANIZATION FROM TIME TO TIME AS DETERMINED BY THE BOARD OF DIRECTORS. MEMBERS MAY ADMIT OR REJECT QUALIFIED CANDIDATES IN THEIR SOLE DISCRETION. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL APPOINT TWO DIRECTORS TO THE BOARD OF DIRECTORS. ONE OF SUCH DIRECTORS SHALL BE THE PROVOST OR CHIEF ACADEMIC OFFICER OF SUCH MEMBER AND THE OTHER OF SUCH DIRECTORS SHALL BE THE UNIVERSITY LIBRARIAN (OR EQUIVALENT) OF SUCH MEMBER. EACH DIRECTOR SHALL HOLD OFFICE UNTIL SUCH PERSON'S DEATH, RESIGNATION, OR REMOVAL BY THE MEMBER WHO ORIGINALLY APPOINTED SUCH DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS CAN ONLY BE ADDED OR REMOVED BY A UNANIMOUS VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS SENT TO THE GOVERNING BODY FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15 THE TRLN EXECUTIVE DIRECTOR, OTHER OFFICERS, AND STAFF MEMBERS ARE DUKE UNIVERSITY EMPLOYEES. THEREFORE, THE PROCESS FOR DETERMINING THEIR COMPENSATION, WHICH INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS WAS CONDUCTED BY THE UNIVERSITY, NOT TRLN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: THE NETWORK'S EXECUTIVE DIRECTOR AND SECRETARY ARE EMPLOYED BY DUKE UNIVERSITY BUT PROVIDE SERVICES TO THE NETWORK. SINCE THE UNIVERSITY IS NOT A RELATED ORGANIZATION, THEIR COMPENSATION RELATED TO SERVICES PROVIDED TO THE NETWORK HAS BEEN SHOWN IN PART VII AS IF IT WERE PAID DIRECTLY BY THE NETWORK IN ACCORDANCE WITH THE 990 INSTRUCTIONS.