Civic Intelligence

Ejewel Foundation

EIN 85-3797245 • Rowland Heights, CA

Pub. 78 Eligible
19016 Bramhall LnRowland Heights, CA 91748
Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-499%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-60%

Faster asset growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

518%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,213,072

Down $6,255,057 (-60%) from 2023

Liabilities

Up

$31,885

Up $18,182 (+133%) from 2023

Net Assets

Down

$4,181,187

Down $6,273,239 (-60%) from 2023

Revenue

Up

$1,260,213

Up $1,056,267 (+518%) from 2023

Expenses

Up

$7,545,036

Up $7,112,946 (+1646%) from 2023

Net Income

Down

-$6,284,823

Down $6,056,679 (-2655%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2020: $1,490,019Liabilities 2020: $0Net Assets 2020: $1,490,0192020Assets 2021: $11,126,912Liabilities 2021: $19,884Net Assets 2021: $11,107,0282021Assets 2022: $10,712,158Liabilities 2022: $29,588Net Assets 2022: $10,682,5702022Assets 2023: $10,468,129Liabilities 2023: $13,703Net Assets 2023: $10,454,4262023Assets 2024: $4,213,072Liabilities 2024: $31,885Net Assets 2024: $4,181,1872024

Highlighted filing

2024

Assets$4,213,072
Liabilities$31,885
Net Assets$4,181,187

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2020: $1,500,019Expenses 2020: $10,000Net Income 2020: $1,490,0192020Revenue 2021: $11,115,731Expenses 2021: $1,498,722Net Income 2021: $9,617,0092021Revenue 2022: -$107,310Expenses 2022: $317,148Net Income 2022: -$424,4582022Revenue 2023: $203,946Expenses 2023: $432,090Net Income 2023: -$228,1442023Revenue 2024: $1,260,213Expenses 2024: $7,545,036Net Income 2024: -$6,284,8232024

Highlighted filing

2024

Revenue$1,260,213
Expenses$7,545,036
Net Income-$6,284,823

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHIHTE LOPresident & CEOPT$0--
LICHING LOCFOPT$0--
Filing and Contact Details

Filer

Filer Name
Ejewel Foundation
EIN
85-3797245
Phone
6265988250
Address
19016 BRAMHALL LN, ROWLAND HEIGHTS, CA 91748

Signing Officer

Name
Chihte Lo
Title
President & CEO
Signed
2025-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Chang Chang Chen & Co Cpas
Address
1340 VALLEY VISTA DR STE 100, DIAMOND BAR, CA 91765
Preparer
Jonathan S Chang
Phone
9098616088
Raw XML AppendixShowing 400 of 1,744 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt09620
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02886
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06734
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02022-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12022-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22022-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32022-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42022-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52022-11-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62022-12-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72022-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82022-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92022-11-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102022-11-25
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112022-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122022-10-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132022-10-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142022-12-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152022-12-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162022-12-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172022-12-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182023-01-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192023-01-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202023-01-25
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt212023-01-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt222023-02-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt232023-02-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt242023-02-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt252023-04-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt262023-10-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt272023-09-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt282023-06-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt292023-10-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt302023-12-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt312024-02-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt322024-05-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt332024-05-14
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt27SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt28SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt29SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt30200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt31200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt32200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt33200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01001111
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt16465
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt25900
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3147414
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4153016
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt521060
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt651276
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt710014
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt81263
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt98001
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt101708
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt113862
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt126525
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt132338
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt141977
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt152537
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt167528
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt174085
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt182621
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt191211
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2017926
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt21808
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2215822
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt231000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt242311
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2573737
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2614446
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2710225
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2811592
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2914511
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt304900
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt311918
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt322539
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt336632
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt025668
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1166
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt21133
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt33780
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt43923
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt53683
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt68968
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt71751
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt8221
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt91399
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10299
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11742
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt121253
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt13449
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt14380
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt15487
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt161445
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt17784
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt18642
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt19297
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt205736
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt21198
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt22406
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2326
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt24566
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt251891
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt26370
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt27262
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt28297
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt29372
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt301568
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt31384
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt32508
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt331326
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt037451
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1242
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23068
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt35515
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt45724
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt58167
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt619884
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt73883
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt8489
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt93102
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt10662
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt112008
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt123393
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt131216
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt141028
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt151319
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt163915
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt172124
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18375
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19173
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt203585
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21115
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22356
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2322
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24330
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt251341
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2677
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2777
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28161
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2978
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt30980
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1FLOOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2SPRINKLER SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BUILDING IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5DOORS & WINDOWS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7TABLE & CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8BOOK SHELFS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9FURNITURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10FURNITURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11PC & MONITORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12PIANO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13PC & MONITORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14PC & MONITORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15WATER SYSTEMS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16SPEAKER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17SANITARY EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20SPEAKERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21MIRRORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23DESIGN FEE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24WINDOW COVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25ROOFING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26WALL PAINTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27OFFICE REMODELING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28RAIN GUTTER REPLACEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29OFFICE WOOD WALL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30AC UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31DELL COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32LENOVO COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33IT INSTRUMENTS
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt20.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt30.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt40.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt50.1749
DepreciationSchedule/DepreciationPropertyGrp/Rt60.1749
DepreciationSchedule/DepreciationPropertyGrp/Rt70.1749
DepreciationSchedule/DepreciationPropertyGrp/Rt80.1749
DepreciationSchedule/DepreciationPropertyGrp/Rt90.1749
DepreciationSchedule/DepreciationPropertyGrp/Rt100.1749
DepreciationSchedule/DepreciationPropertyGrp/Rt110.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt120.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt130.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt140.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt150.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt160.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt170.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt180.2449
DepreciationSchedule/DepreciationPropertyGrp/Rt190.2449
DepreciationSchedule/DepreciationPropertyGrp/Rt200.3200
DepreciationSchedule/DepreciationPropertyGrp/Rt210.2449
DepreciationSchedule/DepreciationPropertyGrp/Rt220.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt230.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt240.2449
DepreciationSchedule/DepreciationPropertyGrp/Rt250.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt260.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt270.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt280.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt290.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt300.3200
DepreciationSchedule/DepreciationPropertyGrp/Rt310.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt320.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt330.2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt167983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt567612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61247
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt873501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10103436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11141524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1257523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt137487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1465529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt161789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1720106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1847706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1939714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2061090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2110556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt021,786.791 SHS SIX CIRCLES US UNCONSTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148,236.14 SHS SIX CIRCLES GLOBAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23,882.20 SHS SIX CIRCLES CREDIT REPORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE MSCI EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE S&P U.S. GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES CORE S&P VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES INC MSCI JAPAN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71,860 SHS ISHARES MSCI CHINA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES MSCI UNITED KINGDOM ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES RUSSELL 2000 GRWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES RUSSELL 2000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES S&P MID-CAP 400 V ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD FTSE EUROPE ETF (VGK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14BANK OF NEW YORK MELLON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CHARLES SCHWAB CORP/THE FXD TO 062025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GOLDMAN SACHS CAPITAL II FXD TO 062012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PROGRESSIVE CORP/THE FXD TO 032023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SOUTHERN CALIFORNIA EDISON FXD TO 022022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19STATE STREET CORP FXD TO 092020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20USB CAPITAL IX FXD TO 042011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21C LEVERAGED STEEPENER ON CMS CURVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23PRUDENTIAL FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24AMERICAN INTL GROUP INC FXD TO 042028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VERIZON COMMUNICATIONS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PARAMOUNT GLOBAL FXD TO 022027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27STANLEY BLACK & DECKER INC FXD TO 032025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28LINCOLN NATIONAL CORP FXD TO 052026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29LINCOLN NATIONAL CORP FXD TO 042017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30ENTERPRISE PRODS OPERATING LLC FXD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31AEGON FUNDING CORP LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32FORD MOTOR CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33DUKE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34ISHARES S&P MID-CAP 400 G ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35HONEYWELL INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36MCDONALD'S CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38AMAZON.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41AMERICAN EUROPACIFIC GRW C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42AMERICAN GR FD OF AMERICA C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43AMERICAN MUTUAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44JPMORGAN MID CAP VALUE C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45LM MARTIN CURRIE EMRG MKTS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VANGUAR FTSE PACIFIC ETF (VPL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47MS RANGE ACCRUAL LINKED TO 10Y CMT SPX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48MS HYBRID CURVE ACCRUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49CITIGROUP CAPT XIII 10.743 FIX ED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50NEXTERA ENERGY CAPITAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51THE SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt174692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt574258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt879121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10108991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11135269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1255338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1464628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1719625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1850475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1941119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2058487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt219936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0170491
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0714627
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt070
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0170561
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0714627
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0885188
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02886
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06734
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09620
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0726212

Document Assets

No mirrored PDF or thumbnail assets are attached yet.