Civic Intelligence

Alletta Morris Mcbean Charitable Trust

EIN 94-3019660 • LA Quinta, CA

78140 Calle Tampico 104LA Quinta, CA 92253
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$95,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

13th percentile

-6.9%

Faster asset growth than 13% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

12%

Faster revenue growth than 55% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$20,496,407

Down $1,529,495 (-6.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$20,496,407

Down $1,529,495 (-6.9%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin8th percentile

Revenue

Up

$3,472,384

Up $359,304 (+12%) from 2023

Expenses

Up

$5,001,879

Up $757,056 (+18%) from 2023

Net Income

Down

-$1,529,495

Down $397,752 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$30M$20M$10M$0Assets 2011: $26,579,815Liabilities 2011: $02011Assets 2012: $27,432,822Liabilities 2012: $02012Assets 2013: $27,368,927Liabilities 2013: $0Net Assets 2013: $27,368,9272013Assets 2014: $25,763,423Liabilities 2014: $0Net Assets 2014: $25,763,4232014Assets 2015: $23,953,516Liabilities 2015: $0Net Assets 2015: $23,953,5162015Assets 2016: $24,921,033Liabilities 2016: $0Net Assets 2016: $24,921,0332016Assets 2017: $25,074,080Liabilities 2017: $0Net Assets 2017: $25,074,0802017Assets 2018: $24,727,698Liabilities 2018: $0Net Assets 2018: $24,727,6982018Assets 2019: $26,985,376Liabilities 2019: $0Net Assets 2019: $26,985,3762019Assets 2020: $27,753,857Liabilities 2020: $0Net Assets 2020: $27,753,8572020Assets 2021: $26,935,703Liabilities 2021: $0Net Assets 2021: $26,935,7032021Assets 2022: $23,157,645Liabilities 2022: $0Net Assets 2022: $23,157,6452022Assets 2023: $22,025,902Liabilities 2023: $0Net Assets 2023: $22,025,9022023Assets 2024: $20,496,407Liabilities 2024: $0Net Assets 2024: $20,496,4072024

Highlighted filing

2024

Assets$20,496,407
Liabilities$0
Net Assets$20,496,407
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,311,803Expenses 2011: $2,290,582Net Income 2011: -$978,7792011Revenue 2012: $3,423,180Expenses 2012: $2,570,173Net Income 2012: $853,0072012Revenue 2013: $2,725,450Expenses 2013: $2,789,345Net Income 2013: -$63,8952013Revenue 2014: $1,976,366Expenses 2014: $3,581,870Net Income 2014: -$1,605,5042014Revenue 2015: $1,736,994Expenses 2015: $3,546,901Net Income 2015: -$1,809,9072015Revenue 2016: $3,774,802Expenses 2016: $2,807,285Net Income 2016: $967,5172016Revenue 2017: $3,955,152Expenses 2017: $3,797,595Net Income 2017: $157,5572017Revenue 2018: $3,706,993Expenses 2018: $4,053,375Net Income 2018: -$346,3822018Revenue 2019: $5,251,192Expenses 2019: $2,993,514Net Income 2019: $2,257,6782019Revenue 2020: $5,232,604Expenses 2020: $4,464,857Net Income 2020: $767,7472020Revenue 2021: $4,253,721Expenses 2021: $5,125,075Net Income 2021: -$871,3542021Revenue 2022: $310,842Expenses 2022: $4,088,900Net Income 2022: -$3,778,0582022Revenue 2023: $3,113,080Expenses 2023: $4,244,823Net Income 2023: -$1,131,7432023Revenue 2024: $3,472,384Expenses 2024: $5,001,879Net Income 2024: -$1,529,4952024

Highlighted filing

2024

Revenue$3,472,384
Expenses$5,001,879
Net Income-$1,529,495
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,496,407
Liabilities
$0
Net assets
$20,496,407
Revenue
$3,472,384
Expenses
$5,001,879
Net income
-$1,529,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$3.47$5.00$1.53
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$3.11$4.24$1.13
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.31$4.09$3.78
2021Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$4.25$5.13$0.87
2020Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$5.23$4.46$0.77
2019Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$5.25$2.99$2.26
2018Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$3.71$4.05$0.35
2017Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$3.96$3.80$0.16
2016Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$3.77$2.81$0.97
2015Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.74$3.55$1.81
2014Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$1.98$3.58$1.61
2013Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$2.73$2.79$0.06
2012Summary only. Only limited summary data is available for this year.$27.4$0.00$3.42$2.57$0.85
2011Summary only. Only limited summary data is available for this year.$26.6$0.00$1.31$2.29$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLENE KLEINERAdministratorPT$95,000-$95,000
DONALD CHRISTTrustee/Pres.-$0--
DORIENNE FARZANTrustee-$0--
WALTER G D REEDTrustee-$0--
GLADYS V SZAPARYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alletta Morris Mcbean Charitable Trust
EIN
94-3019660
Phone
7605643000
Address
78140 CALLE TAMPICO 104, LA QUINTA, CA 92253

Signing Officer

Name
Donald Christ
Title
Trustee/pres
Phone
7605643000
Signed
2025-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
2580 N 1ST ST STE 460, SAN JOSE, CA 95131
Preparer
Jacob Yau
Phone
4089988400
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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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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022025902
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020496407
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0554181
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt087826952
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01326059
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt022776
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04353893
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0570925
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0555 CALIFORNIA STREET 14TH FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt495000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GLADYS V SZAPARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 540
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3POUND RIDGE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1RI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310576
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492253
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04324409
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ALLETTAMCBEANCHARITABLETRUST.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092253
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NEWPORT AND AQUIDNECK ISLAND, RI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FEBRUARY 28 AND JULY 31
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0REVITALIZATION OF CAMP ROCKY FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1ADVOCATING FOR CHILDREN USING THE BEST AVAILABLE DATA AND POLICY STRATEGIES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1RHODE ISLAND KIDS COUNT INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt11 UNION STATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd102903
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt40100000

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