Civic Intelligence

Dalton Community Library

990 • Fiscal year 2020 • EIN 23-2027201

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 18, 2021

113 East Main StreetDalton, PA 18414

(570) 563-2014

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$55,073

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

4.5%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

23%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$347,303

Up $14,974 (+4.5%) from 2019

Net Assets

Up

$339,949

Up $14,974 (+4.6%) from 2019

Liabilities

Flat

$7,354

Flat from 2019

Revenue

Up

$159,358

Up $29,460 (+23%) from 2019

Expenses

Down

$121,938

Down $10,408 (-7.9%) from 2019

Net Income

Up

$37,420

Up $39,868 (+1629%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $253,481Liabilities 2011: $9,5002011Assets 2012: $297,719Liabilities 2012: $9,5002012Assets 2013: $304,437Liabilities 2013: $9,501Net Assets 2013: $294,9362013Assets 2014: $316,025Liabilities 2014: $9,577Net Assets 2014: $306,4482014Assets 2015: $314,322Liabilities 2015: $9,500Net Assets 2015: $304,8222015Assets 2016: $317,726Liabilities 2016: $9,500Net Assets 2016: $308,2262016Assets 2017: $332,253Liabilities 2017: $9,500Net Assets 2017: $322,7532017Assets 2018: $321,464Liabilities 2018: $9,500Net Assets 2018: $311,9642018Assets 2019: $332,329Liabilities 2019: $7,354Net Assets 2019: $324,9752019Assets 2020: $347,303Liabilities 2020: $7,354Net Assets 2020: $339,9492020Assets 2021: $379,147Liabilities 2021: $7,354Net Assets 2021: $371,7932021Assets 2022: $363,118Liabilities 2022: $7,000Net Assets 2022: $356,1182022Assets 2023: $382,904Liabilities 2023: $16,600Net Assets 2023: $366,3042023Assets 2024: $401,598Liabilities 2024: $16,600Net Assets 2024: $384,9982024

Highlighted filing

2020

Assets$347,303
Liabilities$7,354
Net Assets$339,949

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $116,028Expenses 2011: $174,958Net Income 2011: -$58,9302011Revenue 2012: $169,417Expenses 2012: $128,533Net Income 2012: $40,8842012Revenue 2013: $125,177Expenses 2013: $127,108Net Income 2013: -$1,9312013Revenue 2014: $145,099Expenses 2014: $128,525Net Income 2014: $16,5742014Revenue 2015: $136,439Expenses 2015: $133,761Net Income 2015: $2,6782015Revenue 2016: $128,824Expenses 2016: $129,348Net Income 2016: -$5242016Revenue 2017: $139,218Expenses 2017: $133,841Net Income 2017: $5,3772017Revenue 2018: $133,407Expenses 2018: $132,933Net Income 2018: $4742018Revenue 2019: $129,898Expenses 2019: $132,346Net Income 2019: -$2,4482019Revenue 2020: $159,358Expenses 2020: $121,938Net Income 2020: $37,4202020Revenue 2021: $156,738Expenses 2021: $135,846Net Income 2021: $20,8922021Revenue 2022: $150,972Expenses 2022: $147,075Net Income 2022: $3,8972022Revenue 2023: $156,712Expenses 2023: $164,268Net Income 2023: -$7,5562023Revenue 2024: $184,345Expenses 2024: $170,930Net Income 2024: $13,4152024

Highlighted filing

2020

Revenue$159,358
Expenses$121,938
Net Income$37,420
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 18, 2021
Return Version
2020v4.0
Gross Receipts
$270,812
Mission and Program Overview

Mission

PUBLIC LENDING LIBRARY

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$146,515$141,491▼ $5,024
Investments Other Securities$86,920$65,166▼ $21,754
Cash and Non-Interest-Bearing Accounts$23,674$33,018▲ $9,344
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$332,329$347,303▲ $14,974
Other Assets Total$75,220$107,628▲ $32,408
Liabilities
Deferred Revenue$7,354$7,354→ $0
Total Liabilities$7,354$7,354→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$236,599$274,783▲ $38,184
Net Assets With Donor Restrictions$88,376$65,166▼ $23,210
Total Net Assets Fund Balance$324,975$339,949▲ $14,974
Total Liabilities and Net Assets / Fund Balance$332,329$347,303▲ $14,974

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$77,767$172,106$249,873
Other Land Buildings$26,991$62,285$89,276
Land$36,733-$36,733
Other Assets Org$107,628--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shu QiuLibrary DirectorFT$55,073$55,073

Board Members and Trustees

NameTitle
Gerard WrenPresident
Gita PatelVice President
Kelly HopkinsVice President
Helen SmetanaDirector
Joe McgrathDirector
Kathy LomanDirector
Wayne PisanchynDirector
Yvette VinsonSecretary
Terri BrandtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,031
Program Service Revenue
$180
Investment Income
$33,147
Other Revenue
$0
All Other Contributions
$1,575
Change in Net Assets
$37,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$94,346
Other Expenses$27,592
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,522$38,551-$55,073
Other Salaries and Wages$17,152$5,044-$22,196
Depreciation Depletion$17,475$458-$17,933
Other Employee Benefits$2,893$6,480-$9,373
Payroll Taxes$2,632$3,695-$6,327
Insurance-$2,614-$2,614
Pension Plan Contributions$413$964-$1,377
All Other Expenses$291$362-$653
Other Expenses-$547-$547
Conferences and Meetings$484--$484
Total Functional Expenses$57,862$64,076$0$121,938
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The library's board of trustees annually reviews and determines the compensation of the library director, based upon cost of living adjustments, merit pay, and other factors. This is reflected in the minutes of the meetings.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The library director determines the salaries of other key employees, subject to board approval. Members and officers of the board are unpaid.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

A copy of the form 990 is kept in the administrative office of the library where it can be viewed by the public. Minutes of the monthly and annual board meetings of the library are also available in the administrative office for public viewing. The pennsylvania department of education master agreement is also kept in the administrative office and is available for public viewing.

Filing and Contact Details

Filer

Filer Name
Dalton Community Library
EIN
23-2027201
Phone
5705632014
Address
113 EAST MAIN STREET, DALTON, PA 18414

Signing Officer

Name
Gerard Wren
Title
President
Signed
2021-08-18
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
5

Preparer

Firm
Barbetti McHale LLC
Address
1421 East Drinker Street, Dunmore, PA 18512
Preparer
MICHAEL F McHALE CPA
Phone
5703462057
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3547
IRS990/OtherExpensesGrp/TotalAmt03223
IRS990/OtherExpensesGrp/TotalAmt11218
IRS990/OtherExpensesGrp/TotalAmt2920
IRS990/OtherExpensesGrp/TotalAmt3547
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05044
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017152
IRS990/OtherSalariesAndWagesGrp/TotalAmt022196
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03695
IRS990/PayrollTaxesGrp/ProgramServicesAmt02632
IRS990/PayrollTaxesGrp/TotalAmt06327
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0964
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0413
IRS990/PensionPlanContributionsGrp/TotalAmt01377
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FINES, COPIER, OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0180
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0122262
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05009
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt037639
IRS990/PYProgramServiceRevenueAmt02627
IRS990/PYRevenuesLessExpensesAmt0-2448
IRS990/PYSalariesCompEmpBnftPaidAmt094707
IRS990/PYTotalExpensesAmt0132346
IRS990/PYTotalRevenueAmt0129898
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt037420
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0126031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0122262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0128525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0121479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0621529
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04517
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057750
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91500
IRS990ScheduleA/PublicSupportPY170Pct00.95210
IRS990ScheduleA/PublicSupportTotal170Amt0621529
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0126031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0122262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0128525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0121479
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0621529
IRS990ScheduleA/TotalSupportAmt0679279
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt077767
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0172106
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0249873
IRS990ScheduleD/LandGrp/BookValueAmt036733
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036733
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0107628
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026991
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt062285
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt089276
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0141491
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0107628
IRS990ScheduleD/TotalBookValueSecuritiesAmt065166
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LIBRARY'S BOARD OF TRUSTEES ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION OF THE LIBRARY DIRECTOR, BASED UPON COST OF LIVING ADJUSTMENTS, MERIT PAY, AND OTHER FACTORS. THIS IS REFLECTED IN THE MINUTES OF THE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LIBRARY DIRECTOR DETERMINES THE SALARIES OF OTHER KEY EMPLOYEES, SUBJECT TO BOARD APPROVAL. MEMBERS AND OFFICERS OF THE BOARD ARE UNPAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS KEPT IN THE ADMINISTRATIVE OFFICE OF THE LIBRARY WHERE IT CAN BE VIEWED BY THE PUBLIC. MINUTES OF THE MONTHLY AND ANNUAL BOARD MEETINGS OF THE LIBRARY ARE ALSO AVAILABLE IN THE ADMINISTRATIVE OFFICE FOR PUBLIC VIEWING. THE PENNSYLVANIA DEPARTMENT OF EDUCATION MASTER AGREEMENT IS ALSO KEPT IN THE ADMINISTRATIVE OFFICE AND IS AVAILABLE FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0332329
IRS990/TotalAssetsEOYAmt0347303
IRS990/TotalAssetsGrp/BOYAmt0332329
IRS990/TotalAssetsGrp/EOYAmt0347303
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0126031
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064076
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057862
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121938
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07354
IRS990/TotalLiabilitiesEOYAmt07354
IRS990/TotalLiabilitiesGrp/BOYAmt07354

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.17$3.85$1.84$1.71$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.17$3.66$1.57$1.64$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.07$3.56$1.51$1.47$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.79$0.07$3.72$1.57$1.36$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.07$3.40$1.59$1.22$0.37
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.07$3.25$1.30$1.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.10$3.12$1.33$1.33$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.10$3.23$1.39$1.34$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.10$3.08$1.29$1.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.10$3.05$1.36$1.34$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.16$0.10$3.06$1.45$1.29$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.10$2.95$1.25$1.27$0.02
2012Summary only. Only limited summary data is available for this year.$2.98$0.10$1.69$1.29$0.41
2011Summary only. Only limited summary data is available for this year.$2.53$0.10$1.16$1.75$0.59