Nonprofit · EIN 13-4361945
EX LIBRIS USERS OF NORTH AMERICA
Tax-exempt · IOWA CITY, IA 52242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $938,618 | $880,683 | $57,935 | $458,530 | $0 | $458,530 |
| December 31, 2023 | 990 | $776,781 | $747,815 | $28,966 | $400,566 | $0 | $400,566 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $140,552
- Membership dues
- $134,027
- Program service revenue
- $798,066
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,570
- Travel
- $17,753
- Program services (functional)
- $821,402
- Management and general (functional)
- $59,281
Balance sheet and other
- Total assets, start of year
- $400,595
- Total assets, end of year
- $458,530
- Total liabilities, end of year
- $0
- Net assets, end of year
- $458,530
- Net assets without donor restrictions
- $458,530
- Gross receipts
- $938,618
- Employees
- 0
- Volunteers
- 14
- Year formed
- 2005
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jason Griffith | Vice Chair and Chair Trustee or director, Officer | 4.5 | $0 |
| Allen Jones | Chair and Outgoing Chair Trustee or director, Officer | 4.5 | $0 |
| Ellen Jones | Treasurer Trustee or director, Officer | 4.5 | $0 |
| Pascal Calarco | Secretary and SC Liaison Trustee or director, Officer | 2.5 | $0 |
| Ryan Edwards | Secretary and SC Liaison Trustee or director, Officer | 2.5 | $0 |
| Laura Morse | Education Coordinator and Ex-Officio Trustee or director | 4.5 | $0 |
| John Greer | Technology Coordinator and Ex-Officio Trustee or director | 4.5 | $0 |
| Kristen Clark | SC Liaison Trustee or director | 2.5 | $0 |
| Karen Glover | SC Liaison Trustee or director | 2.5 | $0 |
| Lori Hilterbrand | SC Liaison Trustee or director | 2.5 | $0 |
| Holli Kubly | SC Liaison Trustee or director | 2.5 | $0 |
| Dean Lingley | SC Liaison Trustee or director | 2.5 | $0 |
| David Schuster | SC Liaison Trustee or director | 2.5 | $0 |
| Tabitha Ochtera | SC Liaison Trustee or director | 2.5 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allen Jones | Chair Trustee or director, Officer | 1 | $0 |
| Pascal Calarco | Secretary Trustee or director, Officer | 1 | $0 |
| Kirsten Clark | SC Liaison Trustee or director | 1 | $0 |
| Karen Glover | Regional Usergroup Liaison Trustee or director | 1 | $0 |
| John Greer | Technology Services ex officio Trustee or director, Officer | 1 | $0 |
| Jason Griffith | Deputy Chair Trustee or director | 1 | $0 |
| Lori Hilterbrand | Rapido RapidILL SC Liaison Trustee or director | 1 | $0 |
| Ellen Jones | Treasurer Membership Services ex officio Trustee or director, Officer | 1 | $0 |
| Holli Kubly | Accessibility Community of Practice SC Liaison Trustee or director | 1 | $0 |
| Dean Lingley | Primo and Summon SC Liaison Trustee or director | 1 | $0 |
| Laura Morse | Education Coordinator ex officio Trustee or director, Officer | 1 | $0 |
| David Schuster | Esploro Alma-D and Rosetta SC Liaison Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 125 W WASHINGTON ST, IOWA CITY, IA 52242-2503
- In care of
- % ALLEN JONES
- Principal officer (990 for 2024)
- Allen Jones, 125 West Washington Street, IOWA CITY, IA 52242
- Signed the 990
- Jason Griffith, Chair
- Phone
- (319) 335-3087
- Return prepared by
- Gordon Fischer Law Firm P C
Mission
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.
Program accomplishments
- 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.Expenses $805,257 · revenue $798,066
- 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.Expenses $9,779
- 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.Expenses $2,399
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-4361945
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $458,530
- Income (IRS master file)
- $938,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $938,618 | $880,683 | $458,530 | XML |
| 990 | December 2023 | $776,781 | $747,815 | $400,566 | XML |
| 990 | December 2022 | $188,382 | $138,254 | $371,600 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4361945).
Questions about EX LIBRIS USERS OF NORTH AMERICA
- What is the EIN of EX LIBRIS USERS OF NORTH AMERICA?
- The employer identification number (EIN) of EX LIBRIS USERS OF NORTH AMERICA is 13-4361945.
- Is EX LIBRIS USERS OF NORTH AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2008.
- Are donations to EX LIBRIS USERS OF NORTH AMERICA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EX LIBRIS USERS OF NORTH AMERICA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EX LIBRIS USERS OF NORTH AMERICA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EX LIBRIS USERS OF NORTH AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EX LIBRIS USERS OF NORTH AMERICA?
- The 990 for the year ended December 31, 2024 names Allen Jones.
- Who are the officers and directors of EX LIBRIS USERS OF NORTH AMERICA?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does EX LIBRIS USERS OF NORTH AMERICA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $938,618, expenses of $880,683 and total assets of $458,530 at year end.
Other nonprofits in IOWA CITY
- IOWA DELTA SIGMA DELTA BUILDING ASSOCIATION INC EIN 42-1495211 · last filed 990 for 2025
- SOUTH DISTRICT SELF-SUPPORTED MUNICIPAL IMPROVEMENT DISTRICT EIN 88-1910603 · last filed 990-EZ for 2025
- IOWA AUTOMOTIVE RECYCLERS EIN 42-1103501 · last filed 990-EZ for 2025
- IOWA LULAC EIN 39-4423426 · last filed 990-EZ for 2025
- EDDIES TEDDIES INCORPORATED EIN 83-3788767 · last filed 990-N for 2025
- SOUTH DISTRICT NEIGHBORHOOD ASSOCIATION EIN 83-4374392 · last filed 990-N for 2025
- KNIGHTS OF COLUMBUS 14385 ST WENCESLAUS COUNCIL EIN 33-1183153 · last filed 990-N for 2025
- PROMOTING IOWA EDUCATION INTERNATIONALLY EIN 42-1526152 · last filed 990-N for 2025
All nonprofits in IOWA CITY · Iowa · Community improvement and capacity building