Civic Intelligence

Bala Family Foundation

990PF • Fiscal year 2018 • EIN 20-8090357

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 21, 2019

Organization Profile
4215 Roth DriveMissouri City, TX 77459

(281) 403-3258

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-648%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$30,308

Down $11,538 (-28%) from 2017

Net Assets

Down

$30,308

Down $11,538 (-28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$1,738

Down $24,491 (-93%) from 2017

Expenses

Down

$13,004

Down $980 (-7.0%) from 2017

Net Income

Down

-$11,266

Down $23,511 (-192%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60K$40K$20K$0Assets 2011: $37,460Liabilities 2011: $0Net Assets 2011: $37,4602011Assets 2012: $36,211Liabilities 2012: $0Net Assets 2012: $36,2112012Assets 2013: $35,153Liabilities 2013: $0Net Assets 2013: $35,1532013Assets 2014: $34,408Liabilities 2014: $0Net Assets 2014: $34,4082014Assets 2015: $32,725Liabilities 2015: $0Net Assets 2015: $32,7252015Assets 2016: $29,259Liabilities 2016: $0Net Assets 2016: $29,2592016Assets 2017: $41,846Liabilities 2017: $0Net Assets 2017: $41,8462017Assets 2018: $30,308Liabilities 2018: $0Net Assets 2018: $30,3082018Assets 2019: $26,725Liabilities 2019: $0Net Assets 2019: $26,7252019Assets 2020: $25,760Liabilities 2020: $0Net Assets 2020: $25,7602020Assets 2021: $25,658Liabilities 2021: $0Net Assets 2021: $25,6582021Assets 2022: $24,411Liabilities 2022: $0Net Assets 2022: $24,4112022Assets 2023: $22,358Liabilities 2023: $0Net Assets 2023: $22,3582023Assets 2024: $22,490Liabilities 2024: $0Net Assets 2024: $22,4902024

Highlighted filing

2018

Assets$30,308
Liabilities$0
Net Assets$30,308
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10K-$20KExpenses 2011: $5812011Expenses 2012: $1,2812012Revenue 2013: $12Expenses 2013: $1,070Net Income 2013: -$1,0582013Revenue 2014: $2,055Expenses 2014: $2,800Net Income 2014: -$7452014Revenue 2015: $1,055Expenses 2015: $2,738Net Income 2015: -$1,6832015Revenue 2016: $1,158Expenses 2016: $4,624Net Income 2016: -$3,4662016Revenue 2017: $26,229Expenses 2017: $13,984Net Income 2017: $12,2452017Revenue 2018: $1,738Expenses 2018: $13,004Net Income 2018: -$11,2662018Revenue 2019: $173Expenses 2019: $5,452Net Income 2019: -$5,2792019Revenue 2020: $60Expenses 2020: $1,563Net Income 2020: -$1,5032020Revenue 2021: $65Expenses 2021: $531Net Income 2021: -$4662021Revenue 2022: $1,753Expenses 2022: $2,651Net Income 2022: -$8982022Revenue 2023: $460Expenses 2023: $2,592Net Income 2023: -$2,1322023Revenue 2024: $2,115Expenses 2024: $2,239Net Income 2024: -$1242024

Highlighted filing

2018

Revenue$1,738
Expenses$13,004
Net Income-$11,266
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISHNAN BALASUBRAMANIANDirector-$0--
RAMA BALASUBRAMANIANDirector-$0--
VIDYA BALADirector-$0--
RAJIV BALADirector-$0--
Filing and Contact Details

Filer

Filer Name
Bala Family Foundation
EIN
20-8090357
Phone
2814033258
Address
4215 ROTH DRIVE, MISSOURI CITY, TX 77459

Signing Officer

Name
Krishnan Balasubramanian
Title
Director
Phone
2814033258
Signed
2019-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Montgomery Coscia Greilich Llp
Address
2500 DALLAS PARKWAY SUITE 300, PLANO, TX 75093
Preparer
Michael a Benson
Phone
9727480300
Raw XML Appendix358 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.

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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02814033258
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KRISHNAN BALASUBRAMANIAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02814033258
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04215 ROTH DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MISSOURI CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077459
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39596
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE OPHTHALMIC CARE IN CHENNAI, INDIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SELF ENQUIRY LIFE FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SANKARA NETHRALAYA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SRI MEENAKSHI TEMPLE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE UNIVERSITY OF RHODE ISLAND FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0NO 41 OLD 18 COLLEGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0CHENNAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0TAMIL NADU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01805 E CABRILLO BLVD G
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117130 MCLEAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt273 UPPER COLLEGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PEARLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177584
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202881
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011652
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02100
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0753
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021037
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0753
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011652
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09552
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021037
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011485
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0272
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN VALUE OF CONTRIBUTED STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISHNAN BALASUBRAMANIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02814033258
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0208090357
ReturnHeader/Filer/PhoneNum02814033258
ReturnHeader/Filer/USAddress/AddressLine1Txt04215 ROTH DRIVE
ReturnHeader/Filer/USAddress/CityNm0MISSOURI CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077459
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D6D028B83EC7BAE48696A0FE418AC7215527A94E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB12664BE1E3D4BC08488640412F20C0F7A39D48
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.213.79.97
ReturnHeader/FilingSecurityInformation/IPDt02019-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:49:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752919818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY COSCIA GREILICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 DALLAS PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09727480300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A BENSON
ReturnHeader/ReturnTs02019-02-21T07:50:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,308
Liabilities
$0
Net assets
$30,308
Revenue
$1,738
Expenses
$13,004
Net income
-$11,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$2.12$2.24$0.12
2023Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$0.46$2.59$2.13
2022Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$1.75$2.65$0.90
2021Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.07$0.53$0.47
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$0.06$1.56$1.50
2019Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$0.17$5.45$5.28
2018Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$1.74$13.0$11.3
2017Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$26.2$14.0$12.2
2016Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.16$4.62$3.47
2015Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$1.06$2.74$1.68
2014Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$2.06$2.80$0.75
2013Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$0.01$1.07$1.06
2012Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$1.28
2011Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$0.58