Ex Libris Users of North America

Nonprofit profile at a glance

EIN
134361945
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
Iowa City, IA, USA
Phone
3193353087
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Reported finances

Revenue
$938,618
Expenses
$880,683
Assets
$458,530
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

14 people listed

People named in this filing

  • Jason Griffith (Vice Chair and Chair)
  • Allen Jones (Chair and Outgoing Chair)
  • Ellen Jones (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Other-operating. 85% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 90
  • Accountability: 82
  • Sustainability: 52
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.5%; rating input score 88
  • Program expense ratio: 93.3%; rating input score 93
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 6.2%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 0.52; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 36.2% per year; rating input score 100; 92nd percentile among comparable filings
  • Revenue growth: 35.8% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 19.3% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 87.5% of revenue deployed · 93.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 4 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $817K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 40 of 40 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • Review — Sustainability: Operating margin scored 53/100.