Civic Intelligence

J Allen Mcclain Trust

EIN 31-6060712 • Xenia, OH

Refreshing map…

133 East Market StreetXenia, OH 45385
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$5,813

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

481%

Faster revenue growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$688,549

Up $17,014 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$688,549

Up $17,014 (+2.5%) from 2022

Revenue

Up

$39,390

Up $45,111 (+789%) from 2022

Expenses

Down

$14,785

Down $747 (-4.8%) from 2022

Net Income

Up

$24,605

Up $45,858 (+216%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2020: $645,201Liabilities 2020: $0Net Assets 2020: $645,2012020Assets 2022: $671,535Liabilities 2022: $0Net Assets 2022: $671,5352022Assets 2024: $688,549Liabilities 2024: $0Net Assets 2024: $688,5492024

Highlighted filing

2024

Assets$688,549
Liabilities$0
Net Assets$688,549

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2020: $30,122Expenses 2020: $27,787Net Income 2020: $2,3352020Revenue 2022: -$5,721Expenses 2022: $15,532Net Income 2022: -$21,2532022Revenue 2024: $39,390Expenses 2024: $14,785Net Income 2024: $24,6052024

Highlighted filing

2024

Revenue$39,390
Expenses$14,785
Net Income$24,605

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 26, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA R HOAGAdministrator-$5,813-$5,813
DAVID L PENDRYTrustee-$3,382-$3,382
Filing and Contact Details

Filer

Filer Name
J Allen Mcclain Trust
EIN
31-6060712
In Care Of
% DAVID PENDRY
Phone
9373724919
Address
133 EAST MARKET STREET, XENIA, OH 45385

Signing Officer

Name
David Pendry
Title
Treasurer
Phone
9373724919
Signed
2025-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Nicholls Tax & Accounting
Address
3140 Dayton-Xenia Road Ste B, Dayton, OH 45434
Preparer
Todd R Nicholls
Phone
9374268024
Raw XML Appendix296 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.

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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt282
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt282
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04223
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04223
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0242
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0242
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PENDRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09373724919
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J ALLEN MCCLAIN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JALL
ReturnHeader/Filer/EIN0316060712
ReturnHeader/Filer/InCareOfNm0% DAVID PENDRY
ReturnHeader/Filer/PhoneNum09373724919
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 EAST MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0XENIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045385
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814814628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicholls Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03140 Dayton-Xenia Road Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045434
ReturnHeader/PreparerPersonGrp/PhoneNum09374268024
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD R NICHOLLS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-07T14:52:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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