Nonprofit · EIN 27-2260603
DAYTON REGION NEW MARKET FUND LLC
Tax-exempt · DAYTON, OH 45402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,233,999 | $1,545,481 | $2,688,518 | $32,796,688 | $18,386,866 | $14,409,822 |
| December 31, 2024 | 990 | $3,002,357 | $887,595 | $2,114,762 | $23,171,457 | $11,450,153 | $11,721,304 |
| December 31, 2023 | 990 | $3,764,604 | $985,764 | $2,778,840 | $18,982,070 | $9,375,528 | $9,606,542 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,940,401
- Investment income
- $293,598
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,163
- Accounting fees
- $17,075
- Travel
- $2,196
- Program services (functional)
- $1,401,539
- Management and general (functional)
- $143,942
Balance sheet and other
- Total assets, start of year
- $23,171,457
- Total assets, end of year
- $32,796,688
- Total liabilities, end of year
- $18,386,866
- Net assets, end of year
- $14,409,822
- Net assets without donor restrictions
- $14,369,315
- Net assets with donor restrictions
- $40,507
- Gross receipts
- $4,233,999
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL KANE | PRESIDENT Officer | 1 | $0 | $220,969 | $49,205 |
| KAREN DEMASI | ASSISTANT SECRETARY Officer | 1 | $0 | $151,619 | $21,124 |
| SHANE WILKEN | VP LENDING AND DEVELOPMENT FINANCE Highest-paid employee | 1 | $0 | $150,909 | $20,039 |
| ROSALIE GEHRICH | CFO/ASST TREASURER Officer | 1 | $0 | $125,139 | $11,033 |
| JANET WHITE | VP OF HOUSING & ECONOMIC DEV. SERVICES Highest-paid employee | 1 | $0 | $107,951 | $10,013 |
| JESSICA TROLL | ASSISTANT TREASURER Officer | 1 | $0 | $85,598 | $22,648 |
| RODDELL MCCULLOUGH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD PLEIMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TERRI BETHEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHELLEY DICKSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANK PETRIE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL KANE | PRESIDENT Officer | 1 | $0 | $220,850 | $46,542 |
| ROSALIE GEHRICH | CFO/ASST TREASURER Officer | 1 | $0 | $168,408 | $23,732 |
| HEATHER CORBIN | SBA DIRECTOR/SR BUSINESS D Highest-paid employee | 1 | $0 | $156,414 | $11,823 |
| KAREN DEMASI | ASSISTANT SECRETARY Officer | 1 | $0 | $147,456 | $19,968 |
| SHANE WILKEN | SENIOR BUSINESS DEVELOPMEN Highest-paid employee | 1 | $0 | $142,152 | $18,344 |
| RODDELL MCCULLOUGH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID MELIN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD PLEIMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TERRI BETHEL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHELLEY DICKSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL KANE | PRESIDENT Officer | 1 | $0 | $210,591 | $42,773 |
| ROSALIE GEHRICH | CFO/ASST TREASURER Officer | 1 | $0 | $160,851 | $23,683 |
| KAREN DEMASI | ASSISTANT SECRETARY Officer | 1 | $0 | $140,701 | $21,345 |
| SHANE WILKEN | SENIOR BUSINESS DEVELOPMENT OFFICER/SBA DIRECTOR Highest-paid employee | 1 | $0 | $133,550 | $19,105 |
| HEATHER CORBIN | SBA DIRECTOR/SR BUSINESS DEVELOPMENT Highest-paid employee | 1 | $0 | $145,962 | $4,379 |
| RODDELL MCCULLOUGH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID MELIN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD PLEIMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TERRI BETHEL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHELLEY DICKSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8 N MAIN ST, DAYTON, OH 45402-1904
- In care of
- % CITYWIDE DEVELOPMENT CORPORATION
- Principal officer (990 for 2025)
- JESSICA TROLL, 8 NORTH MAIN STREET, DAYTON, OH 45402
- Signed the 990
- JESSICA TROLL, ASSISTANT TREASURER
- Phone
- (937) 853-2551
- Website
- CITYWIDEDEV.COM
- Return prepared by
- BRADY WARE & SCHOENFELD INC
Mission
TO SERVE AND PROVIDE INVESTMENT CAPITAL FOR LOW-INCOME PERSONS AND COMMUNITIES.
Program accomplishments
- THE COMPANY IS THE MANAGING MEMBER FOR DAYTON REGION NEW MARKET FUND F, DAYTON REGION NEW MARKET FUND G, LLC, DAYTON REGION NEW MARKET FUND H, LLC, DAYTON REGION NEW MARKET FUND I, LLC, DAYTON REGION NEW MARKET FUND J, LLC, DAYTON REGION NEW MARKET FUND K, LLC, DAYTON REGION NEW MARKET FUND L, LLC, DAYTON REGION NEW MARKET FUND M, LLC, DAYTON REGION NEW MARKET FUND N, LLC, DAYTON REGION NEW MARKET FUND O, LLC, DAYTON REGION NEW MARKET FUND P, LLC, DAYTON REGION NEW MARKET FUND Q, LLC, DAYTON REGION NEW MARKET FUND R, LLC, DAYTON REGION NEW MARKET FUND T, LLC, DAYTON REGION NEW MARKET FUND U, LLC, DAYTON REGION NEW MARKET FUND V, LLC, DAYTON REGION NEW MARKET FUND S, DAYTON REGION NEW MARKET FUND W, DAYTON REGION NEW MARKET FUND X, AND DAYTON REGION NEW MARKET FUND Y, DAYTON REGION NEW MARKET FUND Z WHICH PROVIDE INVESTMENT CAPITAL TO QUALIFIED LOW-INCOME COMMUNITY BUSINESSES PURSUANT TO THE NEW MARKETS TAX CREDIT PROGRAM.Expenses $1,401,539 · revenue $3,940,517
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2260603
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S30)
- Assets (IRS master file)
- $32,796,688
- Income (IRS master file)
- $4,233,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,233,999 | $1,545,481 | $32,796,688 | XML |
| 990 | December 2024 | $3,002,357 | $887,595 | $23,171,457 | XML |
| 990 | December 2023 | $3,764,604 | $985,764 | $18,982,070 | XML |
| 990 | December 2022 | $1,816,182 | $718,246 | $12,053,405 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2260603).
Questions about DAYTON REGION NEW MARKET FUND LLC
- What is the EIN of DAYTON REGION NEW MARKET FUND LLC?
- The employer identification number (EIN) of DAYTON REGION NEW MARKET FUND LLC is 27-2260603.
- Is DAYTON REGION NEW MARKET FUND LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to DAYTON REGION NEW MARKET FUND LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does DAYTON REGION NEW MARKET FUND LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DAYTON REGION NEW MARKET FUND LLC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAYTON REGION NEW MARKET FUND LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DAYTON REGION NEW MARKET FUND LLC?
- The 990 for the year ended December 31, 2025 names JESSICA TROLL.
- Who are the officers and directors of DAYTON REGION NEW MARKET FUND LLC?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does DAYTON REGION NEW MARKET FUND LLC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,233,999, expenses of $1,545,481 and total assets of $32,796,688 at year end.
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- DOWNTOWN DAYTON PARTNERSHIP CORP EIN 34-1722175 · last filed 990 for 2024
- CITYWIDE DEVELOPMENT CORPORATION EIN 31-0821189 · last filed 990 for 2025
- DOWNTOWN DAYTON SPECIAL IMPROVEMENT DISTRICT INC EIN 31-1433378 · last filed 990 for 2024
All nonprofits in DAYTON · Ohio · Community improvement and capacity building