2025-10-31T16:23:33-04:00 2024-12-31 823489955 Gordon Fischer Law Firm P C 900 2ND STREET SE 506 Cedar Rapids IA 52401 990 2024-01-01 134361945 EX LIBRIS USERS OF NORTH AMERICA EXLI 3193353087 125 West Washington Street IOWA CITY IA 52242 Jason Griffith Chair 8592181325 2025-11-01 false Gordon Fischer P03034107 5153716077 2025-11-01 X 2024 2025-03-06 01:10:19Z Allen Jones 125 West Washington Street IOWA CITY IA 52242 938618 false X https: el-una.org 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 14 0 0 251185 140552 514526 798066 0 0 11070 0 776781 938618 0 0 0 0 0 0 0 0 0 747815 880683 747815 880683 28966 57935 400595 458530 0 0 400595 458530 Ex Libris Users of North America is a not-for-profit educational group for users of enterprise library software products licensed by Ex Libris. ELUNA focuses on the systems that manage discovery access and collection management functions within libraries. The organization was formed by institutions who recognized a growing need for collaboration and advocacy across the Ex Libris customer base. Organizational success depends on engaged proactive member volunteers with scope alignment for the roles they fill at their institutions. false false 805257 0 798066 Education - As part of the ELUNA Bylaws the organization is required to provide an organization meeting for the membership. The meeting was held in person in Minneapolis. 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-2024-annual-meeting . ELUNA also had selected online sessions from the Annual Meeting as well as a series of 10 online sessions in the fall. 9779 0 0 Enhancement Voting - The organization held product enhancement voting cycles to identify features that members wanted included in core library systems in collaboration with its sister organization IGeLU International Group of Ex Libris Users https: www.igelu.org . In 2024 there were 11 rounds of voting over 7 products with an average voter turnout of 46.30% across all products. The working group and community of practice focus on tracking the completion of top-voted features representing community interests to the vendor and preparing for the next voting cycle in accordance with the Shared Software Development Agreement https: el-una.org wp-content uploads 2024 05 2023_countersigned_software_agreement.pdf. 2399 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 817435 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 9 9 false false false false true true true true true false false false true true true true true false false false IA X Ellen Jones 3193353087 125 West Washington Street Iowa City IA 52242 Jason Griffith Vice Chair and Chair 4.50 0.00 X X 0 0 0 Allen Jones Chair and Outgoing Chair 4.50 0.00 X X 0 0 0 Ellen Jones Treasurer 4.50 0.00 X X 0 0 0 Pascal Calarco Secretary and SC Liaison 2.50 0.00 X X 0 0 0 Ryan Edwards Secretary and SC Liaison 2.50 0 X X 0 0 0 Laura Morse Education Coordinator and Ex-Officio 4.50 0 X 0 0 0 John Greer Technology Coordinator and Ex-Officio 4.50 0 X 0 0 0 Kristen Clark SC Liaison 2.50 0 X 0 0 0 Karen Glover SC Liaison 2.50 0 X 0 0 0 Lori Hilterbrand SC Liaison 2.50 0 X 0 0 0 Holli Kubly SC Liaison 2.50 0 X 0 0 0 Dean Lingley SC Liaison 2.50 0 X 0 0 0 David Schuster SC Liaison 2.50 0 X 0 0 0 Tabitha Ochtera SC Liaison 2.50 0 X 0 0 0 0 0 0 0 false false false 0 134027 0 0 0 6525 0 140552 Sponsorships for educational events 611710 220145 0 0 0 Registration for educational events 611710 577921 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 798066 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 938618 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 5570 0 5570 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8340 8340 0 0 0 0 0 0 97691 71620 26071 0 0 0 0 0 0 0 0 0 17753 17239 514 0 0 0 0 0 723963 723963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1675 0 1675 0 Service Fees 5636 0 5636 0 Regional User Group Sponsorship 1602 0 1602 0 Retreat Expenses 17969 0 17969 0 0 0 0 0 484 240 244 0 880683 821402 59281 0 0 0 0 0 400595 458530 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 400595 458530 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 400595 458530 0 0 400595 458530 400595 458530 57935 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 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 11b 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 X General | Explanation:| The 2024 beginning balance reflects a minor adjustment to the 2023 ending balance reported on the 2023 Form 990. This adjustment of $29 is due to projected 2023 expenses that were not fully closed out at the time the 2023 Form 990 was filed. The adjustment ensures that the 2024 balances accurately reflect all finalized 2023 transactions. Part VI Line 12 | Explanation:| At the conclusion of the ELUNA annual meeting all current and incoming Steering Committee members are charged to review the Conflict of Interest policy and are provided an online form to acknowledge that they have read and agree to the policy. The form also provides a space to describe any known or potential conflicts to self-report. All Steering Committee members must sign date and upload a copy of their completed form to the organizations document repository.