2024-05-14T08:01:52-05:00 2023-06-30 560587953 GILLIAM BELL MOSER LLP 301 N ELM ST SUITE 400 GREENSBORO NC 27401 990 2022-07-01 814396672 OPEN LIBRARY FOUNDATION INC OPEN 7178717030 701 CATHEDRAL ROAD SUITE 45-253 PHILADELPHIA PA 19128 SCOTT ANDERSON TREASURER 7178717030 2024-05-14 1 SCOTT ANDERSON 999009999 0 J BRADLEY MOSER P00024209 3362300350 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM CRAMER 701 CATHEDRAL ROAD SUITE 45-253 PHILADELPHIA PA 19128 822154 0 X HTTPS://OPENLIBRARYFOUNDATION.ORG X 2016 DE THE FOUNDATION SEEKS TO ENABLE AND SUPPORT COLLABORATION AMOUNG LIBRARIANS, TECHNOLOGISTS, DESIGNERS, SERVICE PROVIDERS AND VENDORS TO SHARE EXPERTISE AND RESOURCES AND TO CREATE INNOVATIVE NEW SOFTWARE AND RESOURCES THAT SUPPORT LIBRARIES. 7 7 0 20 0 0 179987 757609 9850 61884 12 38 0 2623 189849 822154 0 0 0 0 0 0 0 0 0 448749 590174 448749 590174 -258900 231980 372297 691583 23267 110573 349030 581010 THE FOUNDATION SEEKS TO ENABLE AND SUPPORT COLLABORATION AMOUNG LIBRARIANS, TECHNOLOGISTS, DESIGNERS, SERVICE PROVIDERS AND VENDORS TO SHARE EXPERTISE AND RESOURCES AND TO CREATE INNOVATIVE NEW SOFTWARE AND RESOURCES THAT SUPPORT LIBRARIES. 0 0 430336 FOLIO : FOLIO IS A COLLABORATION OF LIBRARIES, DEVELOPERS AND VENDORS BUILDING AN OPEN SOURCE LIBRARY SERVICES PLATFORM. IT SUPPORTS TRADITIONAL RESOURCE MANAGEMENT FUNCTIONALITY AND CAN BE EXTENDED INTO OTHER INSTITUTIONAL AREAS. FOLIO INSTITUTED A MEMBERSHIP MODEL IN FY22, ATTRACTING 32 PAID INSTITUTIONAL MEMBERS IN ITS FIRST YEAR, FOR TOTAL MEMBER CONTRIBUTIONS OF $295,000. A DOZEN INSTITUTIONS IMPLEMENTED FOLIO IN THIS TIME PERIOD, BRINGING THE TOTAL TO NEARLY 50 ACROSS THE WORLD IN EUROPE, NORTH AND SOUTH AMERICA, AND ASIA. THREE MAJOR RELEASES WERE COMPLETED. ELECTIONS FOR FY23 FOR THE COMMUNITY, PRODUCT, AND TECHNICAL COUNCILS WERE SUCCESSFULLY CARRIED OUT. 114492 61884 WOLFCON : WOLFCON 2023 MEETING OCCURRED IN HAMBURG, GERMANY, IN SEPTEMBER 2022. 59 VUFIND : ONE MAJOR AND ONE MINOR RELEASE WERE COMPLETED. A VIRTUAL USER AND DEVELOPER SUMMIT WAS HELD ONLINE IN SEPTEMBER, 2022. A REGISTERED SERVICE PROVIDER PROGRAM WAS ESTABLISHED, AND FIVE ORGANIZATIONS BECAME PROJECT SUPPORTERS DURING THE YEAR. 544887 1 1 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 1 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 1 0 X X SCOTT ANDERSON 7178717030 701 CATHEDRAL ROAD SUITE 45-253 PHILADELPHIA PA 191282111 X TOM CRAMER PRESIDENT 5.00 X X 0 0 0 SCOTT ANDERSON TREASURER 5.00 X X 0 0 0 CHRISTOPHER SPAULDING SECRETARY 5.00 X X 0 0 0 SAM BROOKS BOARD MEMBER 1.00 X 0 0 0 AGNESE GALEFFI BOARD MEMBER 1.00 X 0 0 0 CHRIS KEENE BOARD MEMBER 1.00 X 0 0 0 NANCY KIRKPATRICK BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BUCK ASST. SECRETARY 1.00 X X 0 0 0 PAULA SULLENGER BOARD MEMBER 1.00 X 0 0 0 LIU WEI BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 379562 378047 757609 PROGRAM SERVICE REVENU 900099 61884 61884 61884 38 38 MISCELLANEOUS INCOME 900099 2623 2623 2623 822154 61884 0 2661 2799 2099 700 19936 14952 4984 22960 22960 925 925 296555 266900 29655 2250 2250 90233 81210 9023 AGENCY PAYMENTS FOR MEM 146666 146666 PROGRAM FEES 4850 4850 BAD DEBT EXPENSE 3000 3000 590174 544887 45287 0 189126 426646 114597 74625 44800 92750 23774 97562 372297 691583 77313 23267 33260 23267 110573 X 277480 260260 71550 320750 349030 581010 372297 691583 231980 0 X 1 X 0 0 0 X 1282838 837442 670419 179987 757609 3728295 1282838 837442 670419 179987 757609 3728295 1137428 2590867 2303 564 12 38 2917 8002 2623 10625 3741837 164623 0.69240 0.72520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MEETING REVENUE - 2018 AMOUNT: $ 8,002. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 2,623. SCHEDULE A, PART II THE PRIOR YEAR WAS A SHORT YEAR DUE TO A CHANGE IN ACCOUNTING PERIOD, RUNNING FROM JANUARY 1-JUNE 30, 2020. AS SUCH, EACH RETURN IS SHIFTED A YEAR TO THE LEFT: 2018 = FYE 2019.12.31 2019 = SHORT YEAR - 01.01-06.30.2020 2020 = FYE 06.30.2021 2021 = FYE 06.30.2022 2022 = CURRENT YEAR - FYE 06.30.2023 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 DRAFT WILL BE DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. SINCE OLF FOLIO SMLLC AND OLF VUFIND SMLLC DO NOT FILE A SEPARATE 990, THIS DOES NOT APPLY TO THEM. FORM 990, PART VI, SECTION B, LINE 12C THE SECRETARY MAKES AN ANNUAL CALL FOR UPDATED DOCUMENT AND QUARTERLY REMINDERS. AT THIS TIME, OLF FOLIO SMLLC DOES NOT HAVE A CONFLICT OF INTEREST POLICY IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE OR UPON REQUEST. OLF FOLIO SMLLC 701 CATHEDRAL ROAD STE 45-253 PHILDELPHIA PA 191282111 814396672 DEVELOPMENT OF OPEN SOURCE LIBRARY SERVIES SOFTWARE DE 691500 406354 OPEN LIBRARY FOUNDATION INC OLF VUFIND SMLLC 701 CATHEDRAL ROAD STE 45-253 PHILDELPHIA PA 191282111 814396672 LIBRARY RESOURCE PORTAL SOFTWARE FOR LIBRARIES TO AGGREGATE RESOURCES DE 7062 8503 OPEN LIBRARY FOUNDATION INC