Civic Intelligence

Ejewel Foundation

990PF • Fiscal year 2024 • EIN 85-3797245

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 31, 2025

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

44th percentile

0.01x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.03x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-499%

Higher net margin than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

1st percentile

-60%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

97th percentile

518%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Down

$4,213,072

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

Net Assets

Down

$4,181,187

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

Liabilities

Up

$31,885

Up $18,182 (+133%) 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

Historical Trend

Balance Sheet Trend

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

2024

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

Operations Trend

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

2024

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL & UNRESTRICTEDPCPOMONA, CA, US$7,010,000
Paid Grant-GENERAL & UNRESTRICTEDPCPOMONA, CA, US$25,097
Paid Grant-GENERAL & UNRESTRICTEDPCPOMONA, CA, US$1,000
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES CORE S&P VALUE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71,860 SHS ISHARES MSCI CHINA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES MSCI UNITED KINGDOM ET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES RUSSELL 2000 VALUE ETF
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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

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