2024-11-15T18:16:08-05:00 2023-12-31 823489955 Gordon Fischer Law Firm P C 900 2ND STREET SE 506 Cedar Rapids IA 52401 990 2023-01-01 134361945 EX LIBRIS USERS OF NORTH AMERICA % Allen Jones EXLI 3193353087 125 West Washington Street IOWA CITY IA 52242 Ellen Jones Treasurer Membership Services 2024-11-15 false Gordon Fischer P03034107 5153716077 2024-11-15 2023 2024-10-15 13:58:12Z Allen Jones 125 West Washington Street IOWA CITY IA 52242 776781 false X X 2005 IA Ex Libris Users of North America is an educational organization with a mission to serve the users of Ex Libris products as a liaison to the manufacturer of such products; identify needed enhancements of those products; facilitate communication among users of those products by organizing conferences and maintaining a website for coordinating e-mail discussion lists; and providing a forum for sharing best practices via workshops. 9 9 0 11 0 0 136582 251185 51800 514526 0 0 0 11070 188382 776781 0 0 0 0 0 0 0 0 0 138254 747815 138254 747815 50128 28966 371600 400566 0 0 371600 400566 Ex Libris Users of North America is an educational organization with a mission to serve the users of Ex Libris products as a liaison to the manufacturer of such products; identify needed enhancements of those products; facilitate communication among users of those products by organizing conferences and maintaining a website for coordinating e-mail discussion lists; and providing a forum for sharing best practices via workshops. false false 583073 0 514526 Education - As part of the organizations bylaws the organization is required to provide an organization meeting for the membership. The meeting was held in person in Los Angeles. The purpose of the meeting was to exchange knowledge about the use of Ex Libris products and library systems administration. A portion of that meetings content was dedicated to technology developers and product updates from Ex Libris a Clarivate company https: el-una.org meetings meeting-archives eluna-2023-annual-meeting ELUNA also had selected online sessions from the Annual Meeting as well as a series of 10 online sessions in the fall. 10939 0 5469 Enhancement Cycles for licensed products - The organization held 10 product enhancement voting cycles on features that the membership wished to be included in core library systems products with its sister organization IGeLU International Group of Ex Libris Users - https: www.igelu.org. Overall there were 14 rounds of voting. This averaged to more than 1 product vote going on in any given month which was the justification for moving from a customized application from a single volunteer developer to a SaaS-based platform with 12x7 support ElectionBuddy. The working group and community of practice activity over the coming year focuses on monitoring the completion of these top-voted features by the product communities advocating for community interests and conducting the following years vote as per the Shared software development agreement https: el-una.org wp-content uploads 2021 07 2021_countersigned_software_agreement.pdf. 1946 0 0 Email Lists - ELUNA in partnership with IGeLU manages over 50 email lists for the Ex Libris user community. These lists facilitate open communication among Ex Libris customers and staff worldwide. Subscription requests are verified to ensure affiliation with a current Ex Libris customer. The lists are managed by the ELUNA & IGeLU Steering Committees and other members promoting a vibrant user community. 0 0 0 595958 false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 0 0 0 false false false false false false false 0 false false false false false false false false false false X 9 9 false false false false true true true true true false false false true false true true true false false false IA X Ellen Jones 3193353087 125 West Washington Street Iowa City IA 52242 Allen Jones Chair 1.00 0.00 X X 0 0 0 Pascal Calarco Secretary 1.00 0.00 X X 0 0 0 Kirsten Clark SC Liaison 1.00 0.00 X 0 0 0 Karen Glover Regional Usergroup Liaison 1.00 0.00 X 0 0 0 John Greer Technology Services ex officio 1.00 0.00 X X 0 0 0 Jason Griffith Deputy Chair 1.00 0.00 X 0 0 0 Lori Hilterbrand Rapido RapidILL SC Liaison 1.00 0.00 X 0 0 0 Ellen Jones Treasurer Membership Services ex officio 1.00 0.00 X X 0 0 0 Holli Kubly Accessibility Community of Practice SC Liaison 1.00 0.00 X 0 0 0 Dean Lingley Primo and Summon SC Liaison 1.00 0.00 X 0 0 0 Laura Morse Education Coordinator ex officio 1.00 0.00 X X 0 0 0 David Schuster Esploro Alma-D and Rosetta SC Liaison 1.00 0.00 X 0 0 0 0 0 0 0 false false false 0 249185 0 0 0 2000 0 251185 Sponsorships for educational events 519100 50850 0 0 0 Registration for educational events 519100 463676 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 514526 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Repayments for accidental personal charges 161 0 0 0 Payments from sister organization for shared software 10909 0 0 0 0 0 0 0 0 0 0 0 11070 776781 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 0 0 0 0 0 0 0 0 0 0 0 0 3522 0 3523 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 97926 82605 15321 0 0 0 0 0 0 0 0 0 28034 3800 24234 0 0 0 0 0 578114 0 578114 0 0 0 0 0 0 0 0 0 0 0 0 0 1792 0 1792 0 Credit card & merchant fees 35104 0 35104 0 Refund from incorrect payment 0 0 0 0 0 0 0 0 0 0 0 0 3323 0 0 0 747815 86405 658088 0 0 0 0 0 371600 400566 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 0 0 0 371600 400566 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 371600 400566 0 0 371600 400566 371600 400566 28966 0 0 0 0 0 X false false false true false false Part VI, Section B, Line 1 Within the constitution and bylaws the steering committee is given broad governance over matters relating to the community and their common software vendor Ex Libris. Working groups are responsible for advocacy activity for the community that licenses a common product. Community of Practice are subject matter experts in specific areas of interest to library professionals. Delegates from member institutions vote on bylaw and constitutional changes. Steering committee officers are elected on an annual basis and serve a three year term. The chair is elected from the steering committee members for a 3 year term. All steering committee members are independent according to the definition provided here: https: www.nonprofitaccountingbasics.org form-990-core-form independent-voting-members-board. Part VI, Line 6 ELUNA had over 1,000 member institutions in 2023. According to Article I of the bylaws Any North American institution that is entitled to use one or more of Ex Libris products under the terms of a contract is eligible for membership in ELUNA. Members must: 1. Be an Institution defined as: an individual library or other information center or a group of libraries or other information centers that are separately administered a single library or information center a separately administered library or information center that is part of a larger institution such as a law library or the libraryies that are part of a single campus of a larger institution a consortium office or server site. 2. Be located in North America defined as Canada The Caribbean Islands Central America Mexico and the United States of America. 3. Accept the ELUNA constitution and bylaws in writing. 4. Pay an annual membership fee to the organization. Part VI, Line 7a Each member institution is eligible to vote for one or more members of the governing body. Part VI, Line 7b Member institutions vote on bylaw and constitutional changes. The governing body votes on all other matters. Part VI, Line 11a This Form 990 has been carefully reviewed by both the organization Chair and Treasurer and was made available to the rest of the governing body. Part VI, Line 12c This is done on an as needed basis. If a conflict of interest issue is disclosed to the steering committee the process outlined for adjudicating the issue is followed. Part VI, Line 19 The governing documents conflict of interest policy and financial statements are available to the public upon request. Part VI Line 19 | Explanation:| The governing documents conflict of interest policy and financial statements are available to the public upon request.