Civic Intelligence

Dayton Metro Library Staff Association

EIN 26-1377480 • 501(c)5 • Franklin, OH

Profile

Nonprofit association engaged in the promotion, support, and education of the labor union

245 Union RdFranklin, OH 45005

www.dmlsa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

26th percentile

-8.7%

Higher net margin than 26% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$9,869

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

56th percentile

4.1%

Faster revenue growth than 56% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Up

$283,537

Up $7,829 (+2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$283,537

Up $7,829 (+2.8%) from 2022

Revenue

Up

$101,975

Up $11,634 (+13%) from 2022

Expenses

Up

$110,854

Up $58,308 (+111%) from 2022

Net Income

Down

-$8,879

Down $46,674 (-123%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $152,683Liabilities 2010: $0Net Assets 2010: $152,6832010Assets 2011: $179,467Liabilities 2011: $0Net Assets 2011: $179,4672011Assets 2012: $196,950Liabilities 2012: $0Net Assets 2012: $196,9502012Assets 2013: $227,402Liabilities 2013: $0Net Assets 2013: $227,4022013Assets 2014: $255,675Liabilities 2014: $0Net Assets 2014: $255,6752014Assets 2015: $206,923Liabilities 2015: $0Net Assets 2015: $206,9232015Assets 2016: $232,416Liabilities 2016: $0Net Assets 2016: $232,4162016Assets 2017: $254,398Liabilities 2017: $0Net Assets 2017: $254,3982017Assets 2018: $220,118Liabilities 2018: $0Net Assets 2018: $220,1182018Assets 2019: $227,855Liabilities 2019: $0Net Assets 2019: $227,8552019Assets 2020: $222,128Liabilities 2020: $0Net Assets 2020: $222,1282020Assets 2021: $237,913Liabilities 2021: $0Net Assets 2021: $237,9132021Assets 2022: $275,708Liabilities 2022: $0Net Assets 2022: $275,7082022Assets 2025: $283,537Liabilities 2025: $0Net Assets 2025: $283,5372025

Highlighted filing

2025

Assets$283,537
Liabilities$0
Net Assets$283,537

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $131,811Expenses 2010: $79,803Net Income 2010: $52,0082010Revenue 2011: $126,319Expenses 2011: $99,535Net Income 2011: $26,7842011Revenue 2012: $104,021Expenses 2012: $86,538Net Income 2012: $17,4832012Revenue 2013: $85,010Expenses 2013: $54,558Net Income 2013: $30,4522013Revenue 2014: $90,121Expenses 2014: $61,848Net Income 2014: $28,2732014Revenue 2015: $87,345Expenses 2015: $136,097Net Income 2015: -$48,7522015Revenue 2016: $88,869Expenses 2016: $63,376Net Income 2016: $25,4932016Revenue 2017: $82,711Expenses 2017: $60,729Net Income 2017: $21,9822017Revenue 2018: $93,549Expenses 2018: $127,829Net Income 2018: -$34,2802018Revenue 2019: $95,059Expenses 2019: $87,706Net Income 2019: $7,3532019Revenue 2020: $62,340Expenses 2020: $68,067Net Income 2020: -$5,7272020Revenue 2021: $77,227Expenses 2021: $61,442Net Income 2021: $15,7852021Revenue 2022: $90,341Expenses 2022: $52,546Net Income 2022: $37,7952022Revenue 2025: $101,975Expenses 2025: $110,854Net Income 2025: -$8,8792025

Highlighted filing

2025

Revenue$101,975
Expenses$110,854
Net Income-$8,879

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.02$1.11$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.90$0.53$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.77$0.61$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.62$0.68$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.95$0.88$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.94$1.28$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.83$0.61$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.89$0.63$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.87$1.36$0.49
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.90$0.62$0.28
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.85$0.55$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$1.04$0.87$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$1.26$1.00$0.27
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$1.32$0.80$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 16, 2026
Return Version
2025v4.0
Gross Receipts
$101,975
Mission and Program Overview

Mission

Nonprofit association engaged in the promotion, support, and education of the labor union.

Program Services

DescriptionGrantsExpenses
NEGOTIATION OF COLLECTIVE BARGAINING AGREEMENTS AND RATIFICATION OF LABOR CONTRACTS.$0$0
SUPPORT MEMBERSHIP WITH GRIEVANCES AND QUESTIONS.$0$0
PUBLISH MONTHLY MEMBERSHIP NEWSLETTERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI D ROTTERMANPresidentPT$9,869-$9,869
JARED D BALDWINVice PresidentPT$8,831-$8,831
MARTHA BALLINGERSecretaryPT$6,304-$6,304
CHRISTINE L TRENTTreasurerPT$4,915-$4,915
CHELSEA YERGENSCommunications Officer (JoPT$4,915-$4,915
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Dayton Metro Library Staff Association
EIN
26-1377480
Phone
9374756733
Address
245 UNION RD, FRANKLIN, OH 45005

Signing Officer

Name
Lori D Rotterman
Title
President
Phone
9374756733
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 INNOVATION DRIVE, DAYTON, OH 45342
Preparer
Jenna N Senn
Phone
9372260070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 7,936.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: computer expenses. Amount: 1,499. Description: conference, convention, & meeting expenses. Amount: 16,887. Description: insurance. Amount: 1,885. Description: postage and printing. Amount: 565. Description: stewardship expense. Amount: 4,072. Description: supplies. Amount: 422. Description: website. Amount: 1,699. Description: colera expense. Amount: 25. Description: advertising. Amount: 11,729. Description: operations. Amount: 800. Total to form 990-ez, line 16: 39,583.

Raw XML Appendix126 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINE TRENT
IRS990EZ/BooksInCareOfDetail/PhoneNum09374756733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0245 UNION RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLISLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0292416
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0283537
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8879
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt035945
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0292416
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0283537
IRS990EZ/GrossReceiptsAmt0101975
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07936
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt094039
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0292416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0283537
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0292416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0283537
IRS990EZ/OccupancyRentUtltsAndMaintAmt0492
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt09869
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt18831
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt26304
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt44915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI D ROTTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JARED D BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTHA BALLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE L TRENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHELSEA YERGENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS OFFICER (JO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039583
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0NONPROFIT ASSOCIATION ENGAGED IN THE PROMOTION, SUPPORT, AND EDUCATION OF THE LABOR UNION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEGOTIATION OF COLLECTIVE BARGAINING AGREEMENTS AND RATIFICATION OF LABOR CONTRACTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT MEMBERSHIP WITH GRIEVANCES AND QUESTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PUBLISH MONTHLY MEMBERSHIP NEWSLETTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt034834
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0110854
IRS990EZ/TotalRevenueAmt0101975
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DMLSA.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7,936.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 1,499. DESCRIPTION: CONFERENCE, CONVENTION, & MEETING EXPENSES. AMOUNT: 16,887. DESCRIPTION: INSURANCE. AMOUNT: 1,885. DESCRIPTION: POSTAGE AND PRINTING. AMOUNT: 565. DESCRIPTION: STEWARDSHIP EXPENSE. AMOUNT: 4,072. DESCRIPTION: SUPPLIES. AMOUNT: 422. DESCRIPTION: WEBSITE. AMOUNT: 1,699. DESCRIPTION: COLERA EXPENSE. AMOUNT: 25. DESCRIPTION: ADVERTISING. AMOUNT: 11,729. DESCRIPTION: OPERATIONS. AMOUNT: 800. TOTAL TO FORM 990-EZ, LINE 16: 39,583.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI D ROTTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09374756733
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAYTON METRO LIBRARY STAFF ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0DAYT
ReturnHeader/Filer/EIN0261377480
ReturnHeader/Filer/PhoneNum09374756733
ReturnHeader/Filer/USAddress/AddressLine1Txt0245 UNION RD
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 INNOVATION DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNA N SENN
ReturnHeader/ReturnTs02026-02-16T15:29:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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