Civic Intelligence

J Allen Mcclain Trust

990PF • Fiscal year 2023 • EIN 31-6060712

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 24, 2024

Refreshing map…

133 East Market StreetXenia, OH 45385

(937) 372-4919

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

7th percentile

-107%

Higher net margin than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$3,076

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 45.4% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$663,944

Down $7,591 (-1.1%) from 2022

Net Assets

Down

$663,944

Down $7,591 (-1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$6,779

Up $12,500 (+218%) from 2022

Expenses

Down

$14,030

Down $1,502 (-9.7%) from 2022

Net Income

Up

-$7,251

Up $14,002 (+66%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2020: $645,201Liabilities 2020: $0Net Assets 2020: $645,2012020Assets 2022: $671,535Liabilities 2022: $0Net Assets 2022: $671,5352022Assets 2023: $663,944Liabilities 2023: $0Net Assets 2023: $663,9442023Assets 2024: $688,549Liabilities 2024: $0Net Assets 2024: $688,5492024

Highlighted filing

2023

Assets$663,944
Liabilities$0
Net Assets$663,944

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 2023: $6,779Expenses 2023: $14,030Net Income 2023: -$7,2512023Revenue 2024: $39,390Expenses 2024: $14,785Net Income 2024: $24,6052024

Highlighted filing

2023

Revenue$6,779
Expenses$14,030
Net Income-$7,251
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 24, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L PENDRYTrustee-$3,076-$3,076
Filing and Contact Details

Filer

Filer Name
J Allen Mcclain Trust
EIN
31-6060712
Address
133 EAST MARKET STREET, XENIA, OH 45385

Signing Officer

Name
David L Pendry
Title
Trustee
Phone
9373724919
Signed
2024-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Nicholls Tax & Accounting
Address
3140 Dayton-Xenia Road Ste B, Dayton, OH 45434
Preparer
Micah Pullins
Phone
9374268024
Raw XML Appendix287 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/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OH VERIFICATION FILING
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03606
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0198
TaxesSchedule/TaxesDetail/Amt1191
TaxesSchedule/TaxesDetail/CategoryTxt02021 FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1191
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L PENDRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09373724919
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J ALLEN MCCLAIN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JALL
ReturnHeader/Filer/EIN0316060712
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/PreparationDt02024-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Micah Pullins
ReturnHeader/ReturnTs02024-08-13T08:37:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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