EX LIBRIS USERS OF NORTH AMERICA

EIN: 134361945 Community Improvement

IOWA CITY, IA

Total Revenue
$776,781
Total Expenses
$747,815
Total Assets
$400,566
Net Assets
$400,566
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
IA
Phone
3193353087
Tax Period
2023-01-01 to 2023-12-31

EX LIBRIS USERS OF NORTH AMERICA, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $777K in total revenue in fiscal year 2023. Revenue surged 312% from the prior year, signaling strong growth momentum. Expenses of $748K left a modest 4% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $583,073 Revenue: $514,526

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...

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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.

Program 2
Expenses: $10,939 Revenue: $5,469

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...

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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.

Program 3
Expenses: $1,946 Revenue: $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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $251,185
Program Service Revenue $514,526
Investment Income $0
Other Revenue $11,070
TOTAL REVENUE $776,781

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $595,958
Other Expenses $747,815
TOTAL EXPENSES $747,815

Year-over-Year Comparison

2023 2022 Change
Revenue $776,781 $188,382 +3.1%
Expenses $747,815 $138,254 +4.4%
Net Income $28,966 $50,128 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
11

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Allen Jones Chair 1.00
Officer Director
$0 $0 $0
Pascal Calarco Secretary 1.00
Officer Director
$0 $0 $0
Kirsten Clark SC Liaison 1.00
Director
$0 $0 $0
Karen Glover Regional Usergroup Liaison 1.00
Director
$0 $0 $0
John Greer Technology Services ex officio 1.00
Officer Director
$0 $0 $0
Jason Griffith Deputy Chair 1.00
Director
$0 $0 $0
Lori Hilterbrand Rapido RapidILL SC Liaison 1.00
Director
$0 $0 $0
Ellen Jones Treasurer Membership Services ex officio 1.00
Officer Director
$0 $0 $0
Holli Kubly Accessibility Community of Practice SC Liaison 1.00
Director
$0 $0 $0
Dean Lingley Primo and Summon SC Liaison 1.00
Director
$0 $0 $0
Laura Morse Education Coordinator ex officio 1.00
Officer Director
$0 $0 $0
David Schuster Esploro Alma-D and Rosetta SC Liaison 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $776,781 $747,815 $400,566 $28,966
2022 $188,382 $138,254 $371,600 $50,128
2021 $295,614 $145,848 $321,454 $149,766
2020 $289,136 $347,339 $166,597 $-58,203
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