Civic Intelligence

Patel Family Stewardship Foundation

EIN 92-3069192 • Cerritos, CA

16715 Yvette WayCerritos, CA 90703
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

46th percentile

-0.1%

Higher net margin than 46% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

54th percentile

-0.3%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-13%

Faster revenue growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$23,568

Down $81 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$23,568

Down $81 (-0.3%) from 2023

Revenue

Down

$55,309

Down $8,201 (-13%) from 2023

Expenses

Up

$55,390

Up $15,529 (+39%) from 2023

Net Income

Down

-$81

Down $23,730 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2023: $23,649Liabilities 2023: $0Net Assets 2023: $23,6492023Assets 2024: $23,568Liabilities 2024: $0Net Assets 2024: $23,5682024

Highlighted filing

2024

Assets$23,568
Liabilities$0
Net Assets$23,568

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $63,510Expenses 2023: $39,861Net Income 2023: $23,6492023Revenue 2024: $55,309Expenses 2024: $55,390Net Income 2024: -$812024

Highlighted filing

2024

Revenue$55,309
Expenses$55,390
Net Income-$81

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANJAY PATELPresident-$0--
Filing and Contact Details

Filer

Filer Name
Patel Family Stewardship Foundation
EIN
92-3069192
Phone
5625374087
Address
16715 YVETTE WAY, CERRITOS, CA 90703

Signing Officer

Name
Sanjay Patel
Title
President
Phone
5625374087
Signed
2025-04-25

Preparer

Firm
Lan & Song Cpas Llp
Address
12225 SOUTH ST STE 100, ARTESIA, CA 90701
Preparer
Jerry S Lan
Phone
5629249666
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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