Civic Intelligence

Ejewel Foundation

990PF • Fiscal year 2023 • EIN 85-3797245

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 19, 2024

Organization Profile
19016 Bramhall LnRowland Heights, CA 91748

(626) 598-8250

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.07x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

6th percentile

-112%

Higher net margin than 6% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

24th percentile

-2.3%

Faster asset growth than 24% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$10,468,129

Down $244,029 (-2.3%) from 2022

Net Assets

Down

$10,454,426

Down $228,144 (-2.1%) from 2022

Liabilities

Down

$13,703

Down $15,885 (-54%) from 2022

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin6th percentile

Revenue

Up

$203,946

Up $311,256 (+290%) from 2022

Expenses

Up

$432,090

Up $114,942 (+36%) from 2022

Net Income

Up

-$228,144

Up $196,314 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$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

2023

Assets$10,468,129
Liabilities$13,703
Net Assets$10,454,426
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$203,946
Expenses$432,090
Net Income-$228,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 19, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

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
2024-07-19
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
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22BANK OF NEW YORK MELLON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23CENTERPOINT ENERGY INC FXD TO 092023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CHARLES SCHWAB CORP/THE FXD TO 062025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GOLDMAN SACHS CAPITAL II FXD TO 062012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PNC FIN SERVICES GROUP INC FXD TO 082021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27PROGRESSIVE CORP/THE FXD TO 032023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28SOUTHERN CALIFORNIA EDISON FXD TO 022022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29STATE STREET CORP FXD TO 092020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30USB CAPITAL IX FXD TO 042011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31C LEVERAGED STEEPENER ON CMS CURVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33PRUDENTIAL FINANCIAL INC FXD TO 032024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34AMERICAN INTL GROUP INC FXD TO 042028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VOYA FINANCIAL INC FXD TO 052023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VERIZON COMMUNICATIONS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37PARAMOUNT GLOBAL FXD TO 022027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38STANLEY BLACK & DECKER INC FXD TO 032025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39LINCOLN NATIONAL CORP FXD TO 052026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40LINCOLN NATIONAL CORP FXD TO 042017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41ENTERPRISE PRODS OPERATING LLC FXD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42AEGON FUNDING CORP LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43QWEST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44FORD MOTOR CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45DUKE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt462,073 SHS ISHARES S&P MID-CAP 400 G ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47HONEYWELL INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48MCDONALD'S CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50AMAZON.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53AMERICAN EUROPACIFIC GRW C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54AMERICAN GR FD OF AMERICA C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55AMERICAN MUTUAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56JPMORGAN MID CAP VALUE C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57LM MARTIN CURRIE EMRG MKTS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0323316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1409043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt234008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3264786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4274928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5425445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6297096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt775776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8133952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt980206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1079374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11167069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12879324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13583866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14146454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15128060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1691557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17199092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1860150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19101121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20106871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2163860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22110627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2349753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24138490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25148193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2626337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27117232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2895770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2962270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3096362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3119158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3217880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3317616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34164223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3554795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3698112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37110201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38103354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3917966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40101587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4131591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4237933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4342773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4442068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4537594
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
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Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,468,129
Liabilities
$13,703
Net assets
$10,454,426
Revenue
$203,946
Expenses
$432,090
Net income
-$228,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.03$4.18$1.26$7.55$6.28
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.01$10.5$0.20$0.43$0.23
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.03$10.7$0.11$0.32$0.42
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.1$11.1$1.50$9.62
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.50$0.01$1.49