Civic Intelligence

Mcclain Inc.

990 • Fiscal year 2023 • EIN 59-1846986

Oct 01, 2022 to Sep 30, 2023 • Filed on May 01, 2025

7211 N Dale Mabry Highway Ste 210Tampa, FL 33614

(813) 930-0088

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.02x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

60th percentile

9.2%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

81st percentile

26%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

6.1%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$475,437

Up $99,300 (+26%) from 2022

Net Assets

Up

$454,783

Up $116,479 (+34%) from 2022

Liabilities

Down

$20,654

Down $17,179 (-45%) from 2022

Revenue

Up

$1,267,393

Up $73,216 (+6.1%) from 2022

Expenses

Up

$1,150,914

Up $145,832 (+15%) from 2022

Net Income

Down

$116,479

Down $72,616 (-38%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $491,034Liabilities 2011: $33,825Net Assets 2011: $457,2092011Assets 2012: $465,109Liabilities 2012: $33,558Net Assets 2012: $431,5512012Assets 2013: $423,019Liabilities 2013: $40,623Net Assets 2013: $382,3962013Assets 2014: $369,121Liabilities 2014: $29,405Net Assets 2014: $339,7162014Assets 2015: $396,704Liabilities 2015: $24,680Net Assets 2015: $372,0242015Assets 2016: $384,336Liabilities 2016: $25,432Net Assets 2016: $358,9042016Assets 2017: $367,570Liabilities 2017: $26,901Net Assets 2017: $340,6692017Assets 2018: $453,048Liabilities 2018: $28,548Net Assets 2018: $424,5002018Assets 2019: $310,707Liabilities 2019: $43,072Net Assets 2019: $267,6352019Assets 2020: $285,221Liabilities 2020: $149,200Net Assets 2020: $136,0212020Assets 2021: $257,656Liabilities 2021: $129,458Net Assets 2021: $128,1982021Assets 2022: $376,137Liabilities 2022: $37,833Net Assets 2022: $338,3042022Assets 2023: $475,437Liabilities 2023: $20,654Net Assets 2023: $454,7832023Assets 2024: $168,947Liabilities 2024: $17,460Net Assets 2024: $151,4872024

Highlighted filing

2023

Assets$475,437
Liabilities$20,654
Net Assets$454,783

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $653,152Expenses 2011: $681,724Net Income 2011: -$28,5722011Revenue 2012: $634,711Expenses 2012: $660,369Net Income 2012: -$25,6582012Revenue 2013: $624,389Expenses 2013: $673,544Net Income 2013: -$49,1552013Revenue 2014: $619,754Expenses 2014: $662,434Net Income 2014: -$42,6802014Revenue 2015: $654,347Expenses 2015: $622,039Net Income 2015: $32,3082015Revenue 2016: $749,628Expenses 2016: $719,793Net Income 2016: $29,8352016Revenue 2017: $721,446Expenses 2017: $739,681Net Income 2017: -$18,2352017Revenue 2018: $735,796Expenses 2018: $765,315Net Income 2018: -$29,5192018Revenue 2019: $742,204Expenses 2019: $771,931Net Income 2019: -$29,7272019Revenue 2020: $678,267Expenses 2020: $809,881Net Income 2020: -$131,6142020Revenue 2021: $816,934Expenses 2021: $824,757Net Income 2021: -$7,8232021Revenue 2022: $1,194,177Expenses 2022: $1,005,082Net Income 2022: $189,0952022Revenue 2023: $1,267,393Expenses 2023: $1,150,914Net Income 2023: $116,4792023Revenue 2024: $675,507Expenses 2024: $978,015Net Income 2024: -$302,5082024

Highlighted filing

2023

Revenue$1,267,393
Expenses$1,150,914
Net Income$116,479
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
May 1, 2025
Return Version
2022v5.0
Gross Receipts
$1,288,415
Mission and Program Overview

Mission

To provide residential group homes for adults with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$291,064$247,709▼ $43,355
Savings and Temporary Cash Investments$5,913$194,330▲ $188,417
Land, Buildings, and Equipment, Net$53,146$32,898▼ $20,248
Accounts Receivable$5,171--
Total Assets$376,137$475,437▲ $99,300
Other Assets Total$20,843$500▼ $20,343
Liabilities
Escrow Account Liability$15,173$19,584▲ $4,411
Accounts Payable and Accrued Expenses$12,621--
Unsecured Notes Loans Payable$10,039--
Other Liabilities-$1,070-
Total Liabilities$37,833$20,654▼ $17,179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$210,640$327,119▲ $116,479
Net Assets With Donor Restrictions$127,664$127,664→ $0
Total Net Assets Fund Balance$338,304$454,783▲ $116,479
Total Liabilities and Net Assets / Fund Balance$376,137$475,437▲ $99,300

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,275$373,505$382,780
Other Land Buildings$10,037$122,556$132,593
Equipment$3,614$84,592$88,206
Land$9,972-$9,972
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laurie GalloPresident
David LeaDirector
Doris GuentherDirector
Dr Antonio BayaniDirector
Lisa RheaDirector
Lucille RochaDirector
Roy ScutroDirector
Barbara KramerTreasurer/se
Tina Marie EloianVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$19,979
Program Service Revenue
$716,615
Investment Income
$529,394
Other Revenue
$1,405
All Other Contributions
$18,899
Change in Net Assets
$116,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$860,881
Other Expenses$290,033
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$768,406$32,017-$800,423
Payroll Taxes$57,496$2,396-$59,892
Occupancy$50,395$1,028-$51,423
Depreciation Depletion$44,687--$44,687
Insurance$33,206$5,860-$39,066
Office Expenses$14,249$21,373-$35,622
Fees for Services Other$11,308--$11,308
Fees for Services Accounting-$10,134-$10,134
Fees for Services Legal-$6,074-$6,074
All Other Expenses$2,455$2,434-$4,889
Other Expenses$965$2,897-$3,862
Other Employee Benefits$566--$566
Interest-$339-$339
Total Functional Expenses$1,054,048$96,866$0$1,150,914
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grow Financial Credit Card$1,070
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is emailed to all board members for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

All decisions are discussed at board meetings and those with conflicts are not permitted to vote.

Form 990, Page 6, Part VI, Line 15A

No compensated ceo, executive director, or top management official.

Form 990, Page 6, Part VI, Line 15B

No key employees or compensated officers.

Form 990, Page 6, Part VI, Line 18

Form 1023 and form 990 available upon request. 990 also available on guidestar.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Mcclaininc
EIN
59-1846986
Phone
8139300088
Address
7211 N DALE MABRY HIGHWAY STE 210, TAMPA, FL 33614

Signing Officer

Name
Laurie Gallo
Title
President
Phone
8139300088
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Gallo
Formed
1977
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
22
Volunteers
11

Preparer

Firm
C&l Value Advisors
Address
4805 W LAUREL ST STE 100, TAMPA, FL 33607
Preparer
Richard L Freund CPA
Phone
8132867373
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The organization maintains a small amount of the resident's cash on hand to be used by the residents. Certain bank accounts for the residents are in the name of the organization as mcclain representative payee.

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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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IRS990/PYTotalRevenueAmt01194177
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IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt05913
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0194330
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt03,333
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0542321
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020532
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0310
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0371
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01789
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0691
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03333
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0848709
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0405
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IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09275
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0373505
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0382780
IRS990ScheduleD/EquipmentGrp/BookValueAmt03614
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084592
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IRS990ScheduleD/LandGrp/BookValueAmt09972
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010037
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0132593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROW FINANCIAL CREDIT CARD
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAINTAINS A SMALL AMOUNT OF THE RESIDENT'S CASH ON HAND TO BE USED BY THE RESIDENTS. CERTAIN BANK ACCOUNTS FOR THE RESIDENTS ARE IN THE NAME OF THE ORGANIZATION AS MCCLAIN REPRESENTATIVE PAYEE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032898
IRS990ScheduleD/TotalLiabilityAmt01070
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DECISIONS ARE DISCUSSED AT BOARD MEETINGS AND THOSE WITH CONFLICTS ARE NOT PERMITTED TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATED CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO KEY EMPLOYEES OR COMPENSATED OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. 990 ALSO AVAILABLE ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt019979
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01054048
IRS990/TotalFunctionalExpensesGrp/TotalAmt01150914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037833
IRS990/TotalLiabilitiesEOYAmt020654
IRS990/TotalLiabilitiesGrp/BOYAmt037833
IRS990/TotalLiabilitiesGrp/EOYAmt020654
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0338304
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0454783
IRS990/TotalProgramServiceExpensesAmt01054048
IRS990/TotalProgramServiceRevenueAmt0716615
IRS990/TotalRevenueGrp/ExclusionAmt01821
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01245593
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01267393
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0376137
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0475437
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt010039
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07211 NORTH DALE MABRY HWY STE 210
IRS990/USAddress/CityNm0TAMPA
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.68$0.98$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.45$1.27$1.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.04$0.34$1.19$1.01$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.13$0.13$0.82$0.82$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.15$0.14$0.68$0.81$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.04$0.27$0.74$0.77$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.42$0.74$0.77$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.34$0.72$0.74$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.36$0.75$0.72$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.02$0.37$0.65$0.62$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.34$0.62$0.66$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.04$0.38$0.62$0.67$0.05
2012Summary only. Only limited summary data is available for this year.$0.47$0.03$0.43$0.63$0.66$0.03
2011Summary only. Only limited summary data is available for this year.$0.49$0.03$0.46$0.65$0.68$0.03