Civic Intelligence

Drs Kiran & Pallavi Patel

EIN 20-3916634 • Tampa, FL

5600 Mariner Street Ste 200Tampa, FL 33609
Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

2.84x

Higher debt load relative to revenue than 90% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2025

Asset Growth

42nd percentile

2.8%

Faster asset growth than 42% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2025

Revenue Growth

95th percentile

205%

Faster revenue growth than 95% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2025

Assets

Up

$46,721,733

Up $860,156 (+1.9%) from 2024

Liabilities

Up

$2,500,291

Up $190 (+0.0%) from 2024

Net Assets

Up

$44,221,442

Up $859,966 (+2.0%) from 2024

Revenue

Down

$881,334

Down $521,382 (-37%) from 2024

Expenses

Down

$21,368

Down $781,500 (-97%) from 2024

Net Income

Up

$859,966

Up $260,118 (+43%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $6,013,314Liabilities 2011: $2,100,0002011Assets 2012: $6,136,630Liabilities 2012: $2,160,0002012Assets 2013: $7,363,422Liabilities 2013: $3,060,0002013Assets 2015: $11,077,854Liabilities 2015: $7,505,126Net Assets 2015: $3,572,7282015Assets 2016: $11,252,002Liabilities 2016: $8,153,382Net Assets 2016: $3,098,6202016Assets 2017: $34,943,908Liabilities 2017: $8,633,232Net Assets 2017: $26,310,6762017Assets 2018: $62,252,174Liabilities 2018: $28,168,293Net Assets 2018: $34,083,8812018Assets 2019: $45,696,497Liabilities 2019: $12,263,001Net Assets 2019: $33,433,4962019Assets 2020: $40,586,272Liabilities 2020: $7,821,799Net Assets 2020: $32,764,4732020Assets 2021: $52,483,250Liabilities 2021: $17,688,325Net Assets 2021: $34,794,9252021Assets 2022: $52,530,383Liabilities 2022: $1,400,000Net Assets 2022: $51,130,3832022Assets 2023: $44,190,629Liabilities 2023: $1,400,516Net Assets 2023: $42,790,1132023Assets 2024: $45,861,577Liabilities 2024: $2,500,101Net Assets 2024: $43,361,4762024Assets 2025: $46,721,733Liabilities 2025: $2,500,291Net Assets 2025: $44,221,4422025

Highlighted filing

2025

Assets$46,721,733
Liabilities$2,500,291
Net Assets$44,221,442

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $3,819,686Expenses 2011: $509,713Net Income 2011: $3,309,9732011Revenue 2012: $678,720Expenses 2012: $464,669Net Income 2012: $214,0512012Revenue 2013: $2,104,105Expenses 2013: $1,478,454Net Income 2013: $625,6512013Revenue 2015: $2,171,408Expenses 2015: $3,597,125Net Income 2015: -$1,425,7172015Revenue 2016: $516,141Expenses 2016: $955,023Net Income 2016: -$438,8822016Revenue 2017: $30,152,360Expenses 2017: $7,868,065Net Income 2017: $22,284,2952017Revenue 2018: $9,005,515Expenses 2018: $1,984,905Net Income 2018: $7,020,6102018Revenue 2019: $7,800,194Expenses 2019: $9,000,181Net Income 2019: -$1,199,9872019Revenue 2020: $1,870,713Expenses 2020: $1,192,362Net Income 2020: $678,3512020Revenue 2021: $2,760,208Expenses 2021: $656,670Net Income 2021: $2,103,5382021Revenue 2022: $18,317,234Expenses 2022: $166,895Net Income 2022: $18,150,3392022Revenue 2023: $94,480Expenses 2023: $8,112,425Net Income 2023: -$8,017,9452023Revenue 2024: $1,402,716Expenses 2024: $802,868Net Income 2024: $599,8482024Revenue 2025: $881,334Expenses 2025: $21,368Net Income 2025: $859,9662025

Highlighted filing

2025

Revenue$881,334
Expenses$21,368
Net Income$859,966

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.7$2.50$44.2$0.88$0.02$0.86
2024Detailed filing. Detailed filing data is available for this year.$45.9$2.50$43.4$1.40$0.80$0.60
2023Detailed filing. Detailed filing data is available for this year.$44.2$1.40$42.8$0.09$8.11$8.02
2022Detailed filing. Detailed filing data is available for this year.$52.5$1.40$51.1$18.3$0.17$18.2
2021Detailed filing. Detailed filing data is available for this year.$52.5$17.7$34.8$2.76$0.66$2.10
2020Detailed filing. Detailed filing data is available for this year.$40.6$7.82$32.8$1.87$1.19$0.68
2019Detailed filing. Detailed filing data is available for this year.$45.7$12.3$33.4$7.80$9.00$1.20
2018Detailed filing. Detailed filing data is available for this year.$62.3$28.2$34.1$9.01$1.98$7.02
2017Detailed filing. Detailed filing data is available for this year.$34.9$8.63$26.3$30.2$7.87$22.3
2016Detailed filing. Detailed filing data is available for this year.$11.3$8.15$3.10$0.52$0.96$0.44
2015Detailed filing. Detailed filing data is available for this year.$11.1$7.51$3.57$2.17$3.60$1.43
2013Summary only. Only limited summary data is available for this year.$7.36$3.06$2.10$1.48$0.63
2012Summary only. Only limited summary data is available for this year.$6.14$2.16$0.68$0.46$0.21
2011Summary only. Only limited summary data is available for this year.$6.01$2.10$3.82$0.51$3.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 16, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PALLAVI C PATEL MDPresident-$0--
SHILEN PATELV President-$0--
KIRAN C PATEL MDSec/Treas-$0--
SONALI JUDDTrustee-$0--
SHEETAL PATELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Drs Kiran & Pallavi Patel
EIN
20-3916634
Phone
8135066083
Address
5600 MARINER STREET STE 200, TAMPA, FL 33609

Signing Officer

Name
Pallavi C Patel Md
Title
President
Phone
8135066083
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Gerald L Birch CPA Pa
Address
2305 SUGARBUSH DR, HOLIDAY, FL 34690
Preparer
Gerald L Birch CPA
Phone
8138308868
Raw XML Appendix329 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012886561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1772969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DFN ALPHA 90-10 FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TIE TAMPA ANGEL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012886561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1772969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt010054
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TIE TAMPA BAY ANGEL FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1DFN ALPHA 90-10 FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-40586
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1911116
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010054
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0870530
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0880584
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0880584
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0859966
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010054
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0870530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0870530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt016313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016313
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0818
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0818
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0880584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0881334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021367
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01439
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01439
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0859966
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt044221442
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt043361476
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt044221442
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0140
IRS990PF/FMVAssetsEOYAmt046570314
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0101
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0291
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0280926
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0151419
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt043361476
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt044221442
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt031673970
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt031810784
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt031810784
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt012806681
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013659530
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013659530
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045861577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt046721733
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt046570314
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02500101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02500291
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045861577
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt046721733
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043361476
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt044221442
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PALLAVI C PATEL MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHILEN PATEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KIRAN C PATEL MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SONALI JUDD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SHEETAL PATEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05600 MARINER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15600 MARINER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25600 MARINER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35600 MARINER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45600 MARINER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt4SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433609
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt021368
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0150875
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt0129507
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt01238153
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt01238153
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt01052430
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt01052430
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0150875
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01098992
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt071923
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0876194
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0150875
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01098992
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt071923
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0876194
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt01455270
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01455270
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BHARATI SHAH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05600 MARINER STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 227
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TAMPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033609
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08135941026
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0KANDPHOLDINGS.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NATIONAL ASSOCIATION FOR THE ADVANCEMENT SEE WEBSITE FOR PROGRAM DETAILS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0HUMAN SERVICE TRUST SEE WEBSITE FOR PROGRAM DETAILS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KIRAN C PATEL MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08138068500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05600 MARINER STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 227
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033609
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION FOR THE ADVANC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01010 N FLORIDA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033602
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01
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/QualifyingDistributionsAmt0150875
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0150875
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0150875
LandEtcSchedule2/LandEtcGrp/BookValueAmt01100000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01100000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01262496
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt130411474
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER LONG TERM ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2900-T TAX REFUND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01262496
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt130411474
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2136814
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01262496
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt130411474
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2136814
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES/FEES/SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0395
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1376
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2480
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3572
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4974
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0395
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4974
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-40586
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1911116
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TIE TAMPA BAY ANGEL FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DFN ALPHA 90-10 FUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-40586
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1911116
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01400000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11100000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LINE OF CREDIT DFN ALPHA 90-10 LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc12017 FOUNDATION FOR GLOBAL
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01400000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016313
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt016313
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PALLAVI C PATEL MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08135066083
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DRS KIRAN & PALLAVI PATEL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DRSK
ReturnHeader/Filer/EIN0203916634
ReturnHeader/Filer/PhoneNum08135066083
ReturnHeader/Filer/USAddress/AddressLine1Txt05600 MARINER STREET STE 200
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593592794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GERALD L BIRCH CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02305 SUGARBUSH DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLIDAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034690
ReturnHeader/PreparerPersonGrp/PhoneNum08138308868
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L BIRCH CPA
ReturnHeader/ReturnTs02025-11-16T12:44:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.