McGregor Clinic INC FY2021 filing

Tax-deductible

Fort Myers, FL501(c)(3)Since 1998Health CareEIN 65-0922489Revenue $12.7M in FY2021

On file with the IRSmcgregorclinic.org3487 Broadway Ste 100, 33901-7213 · Fort Myers, FLTax-exempt since Aug 1999Hospital or medical research org — 170(b)(1)(A)(iii)

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To provide an integrated and holistic approach to patient and community care for HIV-affected clients in the service area using a clinical care model that focuses upon chronic, primary and palliative care and that includes needy and underserved clients.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$413K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $127K a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$413K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $31K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$924K
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.7M
+3% vs prior year
Spent
$12.6M
To programs
91%
Net assets
$4.8M
By yearFY2020–FY2025
Revenue
$12.7M
FY2021▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.4M
FY2021$12.7M
FY2022$13.8M
FY2023$19.4M
FY2024$19.3M
FY2025$21.5M
Expenses
$12.6M
FY2021▲ +0.6%
Tap a bar for its year
Expenses by fiscal year
FY2020$12.6M
FY2021$12.6M
FY2022$14.1M
FY2023$19.8M
FY2024$19.4M
FY2025$21.4M
Net assets
$4.8M
FY2021▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.7M
FY2021$4.8M
FY2022$4.4M
FY2023$4.2M
FY2024$4.1M
FY2025$4.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $11.5M Management & general 9% · $1.1M Fundraising 0% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $413K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$155,469Pt VII · Sec A
Executive Di
$144,697Pt VII · Sec A
$113,330Pt VII · Sec A
Chief Govern
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

John Paul Bettencourt’s $257K as Physician is at the 35th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
John Paul Bettencourt$256,788$251,990————
Derek Dewitt$199,802$154,232————
Lourdes Carrero-Ruiz———$196,548——
Derek Dewitt DO————$155,469$193,513
Sharon Murphy——$144,257$136,090$144,697$135,167
Bert Thomas Hammond$128,420$129,453$142,140$23,296——
Susan Gerald$113,044$110,938$118,871$128,463$113,330$110,068
Carolyn Coleman—$110,243————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers integrated care for HIV-affected clients, focusing on chronic, primary, and palliative needs.

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Provided by the organization

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1 program · $11.5M · in their own filed words · FY2020
01

Program services include medical, case management, and PREVENTION/OUTREACH to individuals living with hiv. Medical services include primary care and hiv treatment for people living with hiv. Care and treatment consists of medication management, chronic disease management, annual screenings, immunizations, lab services and education.

$11.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$31K
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$12.7M
Ln 12
Fees for servicesLn 2g$12.0M
Gifts and grantsLn 1h$763K
Investment incomeLn 3$9K
Money outPt IX
$12.6M
Ln 25
Programscol B$11.5M
Managementcol C$1.1M
Fundraisingcol D$8K
Owns and owesPt X
$4.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$5.7M
LiabilitiesLn 26$924K
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$763K
Government grantsLn 1e$654K
Noncash giftsLn 1g$49K
Fees for servicesLn 2g$12.0M
Investment incomeLn 3$9K
Gains on assetsLn 7−$19K
Total revenueLn 12$12.7M
Assets in detailPt X, end of year
CashLn 1$2.0M
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$3.0M
Land, buildings, equipmentLn 10c$1.7M
Other assetsLn 15$19K
Total assetsLn 16$5.7M
LiabilitiesLn 26$924K
Net assetsLn 32$4.8M
OperationsPt I, VI
EmployeesI 559
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.9M$3.0M
Land, buildings, equipmentLn 10c$1.8M$1.7M
Total assetsLn 16$5.6M$5.7M
LiabilitiesLn 26$933K$924K
Net assetsLn 32$4.7M$4.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$264K$29K$235K
Other salaries and wagesLn 7$2.2M$1.8M$400K$396
Other employee benefitsLn 9$421K$333K$88K$69
Payroll taxesLn 10$188K$127K$61K$30
Accounting feesLn 11c$17K$17K
Other fees for servicesLn 11g$147K$101K$46K$176
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$151K$100K$51K
OccupancyLn 16$161K$143K$18K
TravelLn 17$1K$585$460
InterestLn 20$30K$23K$7K
Depreciation, depletion and amortizationLn 22$166K$139K$28K
InsuranceLn 23$61K$30K$30K
Other expenses (24a–d)Ln 24$8.6M$8.6M$38K
All other expensesLn 24e$181K$106K$74K$2K
Total functional expensesLn 25$12.6M$11.5M$1.1M$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $21.5M$21.4M$113K$4.2M 990 PDF
FY2024 $19.3M$19.4M−$52K$4.1M 990 PDF
FY2023 $19.4M$19.8M−$378K$4.2M 990 PDF
FY2022 $13.8M$14.1M−$360K$4.4M 990 PDF
FY2021 Viewing $12.7M$12.6M$82K$4.8M 990 PDF
FY2020 $12.4M$12.6M−$169K$4.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $12,718,674 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $714,375$762,959
I-9 Program service revenuePrior year $11,678,574$11,959,543
I-10 Investment incomePrior year −$6,339−$9,972
I-11 Other revenuePrior year $8,558$6,144
I-12 Total revenuePrior year $12,395,168$12,718,674
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,268,499$3,089,477
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $9,295,460$9,546,820
I-18 Total expensesPrior year $12,563,959$12,636,297
I-19 Revenue less expensesPrior year −$168,791$82,377
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,718,674 across 9 lines filed
VIII-1e Government grants$653,980
VIII-1f All other contributions, gifts and grants$108,979
VIII-1g Noncash contributions (included above)$48,762
VIII-1h Total contributions, gifts and grants$762,959
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,959,543$11,959,543
VIII-3 Investment incomeExcluded from tax $8,904$8,904
VIII-7 Net gain or loss on sales of assetsRelated to mission −$18,876−$18,876
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,144$6,144
VIII-12 Total revenueRelated to mission $11,946,811 · Excluded from tax $8,904$12,718,674
Part IX · Statement of functional expenses $12,636,297 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $29,066 · Management $235,085$264,151
IX-7 Other salaries and wagesPrograms $1,815,205 · Management $400,199 · Fundraising $396$2,215,800
IX-9 Other employee benefitsPrograms $333,119 · Management $88,241 · Fundraising $69$421,429
IX-10 Payroll taxesPrograms $126,662 · Management $61,405 · Fundraising $30$188,097
IX-11c Accounting feesManagement $16,870$16,870
IX-11g Other fees for servicesPrograms $101,180 · Management $45,705 · Fundraising $176$147,061
IX-12 Advertising and promotionFundraising $5,019$5,019
IX-13 Office expensesPrograms $100,427 · Management $50,974$151,401
IX-16 OccupancyPrograms $142,851 · Management $18,078$160,929
IX-17 TravelPrograms $585 · Management $460$1,045
IX-20 InterestPrograms $22,506 · Management $7,487$29,993
IX-22 Depreciation, depletion and amortizationPrograms $138,782 · Management $27,565$166,347
IX-23 InsurancePrograms $30,245 · Management $30,295$60,540
IX-24 Other expenses (24a–d)Programs $8,588,117 · Management $38,349$8,626,466
IX-24e All other expensesPrograms $105,580 · Management $73,716 · Fundraising $1,853$181,149
IX-25 Total functional expensesPrograms $11,534,325 · Management $1,094,429 · Fundraising $7,543$12,636,297
Part X · Balance sheet $5,692,677 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,897,985$2,015,120
X-2 Savings and temporary cash investmentsStart of year $1,007,177$1,034,698
X-4 Accounts receivableStart of year $808,282$882,358
X-8 Inventories for sale or useStart of year $260$6,957
X-9 Prepaid expenses and deferred chargesStart of year $105,439$82,033
X-10c Land, buildings and equipment, netStart of year $1,761,189$1,652,688
X-15 Other assetsStart of year $39,304$18,823
X-16 Total assetsStart of year $5,619,636$5,692,677
X-17 Accounts payable and accrued expensesStart of year $224,833$230,939
X-25 Other liabilitiesStart of year $100,544$120,675
X-26 Total liabilitiesStart of year $933,131$923,795
X-27 Net assets without donor restrictionsStart of year $4,671,274$4,755,981
X-28 Net assets with donor restrictionsStart of year $15,231$12,901
X-32 Total net assets or fund balancesStart of year $4,686,505$4,768,882
X-33 Total liabilities and net assetsStart of year $5,619,636$5,692,677
Part XI · Reconciliation of net assets $4,768,882 net assets at year end
XI-1 Total revenue$12,718,674
XI-2 Total expenses$12,636,297
XI-3 Revenue less expenses$82,377
XI-4 Net assets at start of year$4,686,505
XI-10 Net assets at end of year$4,768,882

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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