Civic Intelligence

Melvyn M Okeon Charitable Foundation

990PF • Fiscal year 2017 • EIN 77-0472673

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2020

2650 Sun DriveHanford, CA 93230

(559) 584-2400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

231%

Faster asset growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Assets

Up

$2,741

Up $1,914 (+231%) from 2016

Net Assets

Up

$2,741

Up $1,914 (+231%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$8,000

Up $8,000 from 2016

Expenses

Up

$5,729

Up $5,729 from 2016

Net Income

Up

$2,271

Up $2,271 from 2016

Historical Trend

Balance Sheet Trend

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

$10K$5.0K$0Assets 2011: $1,827Liabilities 2011: $12011Assets 2012: $1,827Liabilities 2012: $0Net Assets 2012: $1,8272012Assets 2013: $1,827Liabilities 2013: $0Net Assets 2013: $1,8272013Assets 2014: $1,827Liabilities 2014: $0Net Assets 2014: $1,8272014Assets 2015: $827Liabilities 2015: $0Net Assets 2015: $8272015Assets 2016: $827Liabilities 2016: $0Net Assets 2016: $8272016Assets 2017: $2,741Liabilities 2017: $0Net Assets 2017: $2,7412017Assets 2018: $2,761Liabilities 2018: $0Net Assets 2018: $2,7612018Assets 2019: $8,069Liabilities 2019: $0Net Assets 2019: $8,0692019Assets 2020: $7,480Liabilities 2020: $0Net Assets 2020: $7,4802020Assets 2021: $1,498Liabilities 2021: $0Net Assets 2021: $1,4982021Assets 2022: $1,083Liabilities 2022: $0Net Assets 2022: $1,0832022Assets 2023: $1,083Liabilities 2023: $0Net Assets 2023: $1,0832023Assets 2024: $1,083Liabilities 2024: $0Net Assets 2024: $1,0832024

Highlighted filing

2017

Assets$2,741
Liabilities$0
Net Assets$2,741

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $8,000Expenses 2017: $5,729Net Income 2017: $2,2712017Revenue 2018: $17,000Expenses 2018: $16,980Net Income 2018: $202018Revenue 2019: $21,500Expenses 2019: $16,192Net Income 2019: $5,3082019Revenue 2020: $15,500Expenses 2020: $16,089Net Income 2020: -$5892020Revenue 2021: $1,292Expenses 2021: $7,274Net Income 2021: -$5,9822021Revenue 2022: $12,419Expenses 2022: $12,834Net Income 2022: -$4152022Revenue 2023: $10,000Expenses 2023: $10,000Net Income 2023: $02023Revenue 2024: $10,000Expenses 2024: $10,000Net Income 2024: $02024

Highlighted filing

2017

Revenue$8,000
Expenses$5,729
Net Income$2,271
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2020
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELVYN M OKEONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Melvyn M Okeon Charitable Trust
EIN
77-0472673
Phone
5595842400
Address
2650 SUN DRIVE, HANFORD, CA 93230

Signing Officer

Name
Melvyn M Okeon
Title
Trustee
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
M Green and Company LLP CPAs
Address
1483 Bailey Drive, Hanford, CA 93230
Preparer
Larry W Ayers CPA
Phone
5595842751
Raw XML Appendix163 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.

Path#Value
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05729
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05729
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02271
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02271
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02741
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0470
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02741
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0470
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02741
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02741
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02741
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02741
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0470
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02741
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELVYN M OKEON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02650 SUN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093230
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05729
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05729
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05729
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02650 SUN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HANFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MELVYN M OKEON
IRS990PF/StatementsRegardingActyGrp/PhoneNum05595842400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDED SCHOLARSHIPS FOR STUDENTS AT NO EXPENSE TO STUDENT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05729
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05729
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05729
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05729
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05729
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05729
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MELVYN M OKEON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02650 SUN DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HANFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093230
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVYN M OKEON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELVYN M OKEON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0770472673
ReturnHeader/Filer/PhoneNum05595842400
ReturnHeader/Filer/USAddress/AddressLine1Txt02650 SUN DRIVE
ReturnHeader/Filer/USAddress/CityNm0HANFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941683129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M Green and Company LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01483 Bailey Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hanford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093230
ReturnHeader/PreparerPersonGrp/PhoneNum05595842751
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry W Ayers CPA
ReturnHeader/ReturnTs02020-10-30T11:24:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$10.0$10.0$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$10.0$10.0$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$12.4$12.8$0.42
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.29$7.27$5.98
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$15.5$16.1$0.59
2019Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$21.5$16.2$5.31
2018Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$17.0$17.0$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$8.00$5.73$2.27
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.00
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$0.00$0.00$0.00