Civic Intelligence

Bhagia Foundation

990PF • Fiscal year 2017 • EIN 27-1534575

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 22, 2018

Organization Profile
5304 Valerie StreetBellaire, TX 77401

(832) 545-9376

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

41st percentile

0.03x

Higher debt load relative to revenue than 41% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,884,020

Up $374,503 (+25%) from 2016

Net Assets

Up

$1,881,501

Up $372,974 (+25%) from 2016

Liabilities

Up

$2,519

Up $1,529 (+154%) from 2016

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin86th percentile

Revenue

Down

$79,042

Down $532,069 (-87%) from 2016

Expenses

Up

$47,812

Up $10,412 (+28%) from 2016

Net Income

Down

$31,230

Down $542,481 (-95%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $180,806Liabilities 2011: $0Net Assets 2011: $180,8062011Assets 2014: $954,825Liabilities 2014: $0Net Assets 2014: $954,8252014Assets 2015: $995,392Liabilities 2015: $0Net Assets 2015: $995,3922015Assets 2016: $1,509,517Liabilities 2016: $990Net Assets 2016: $1,508,5272016Assets 2017: $1,884,020Liabilities 2017: $2,519Net Assets 2017: $1,881,5012017Assets 2018: $1,866,419Liabilities 2018: $3,729Net Assets 2018: $1,862,6902018Assets 2019: $1,899,005Liabilities 2019: $3,729Net Assets 2019: $1,895,2762019Assets 2020: $1,902,326Liabilities 2020: $14,793Net Assets 2020: $1,887,5332020Assets 2021: $1,995,467Liabilities 2021: $31,690Net Assets 2021: $1,963,7772021Assets 2022: $1,996,549Liabilities 2022: $33,375Net Assets 2022: $1,963,1742022Assets 2024: $2,027,071Liabilities 2024: $0Net Assets 2024: $2,027,0712024

Highlighted filing

2017

Assets$1,884,020
Liabilities$2,519
Net Assets$1,881,501
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $17,8092011Revenue 2014: $273,485Expenses 2014: $77,750Net Income 2014: $195,7352014Revenue 2015: $91,886Expenses 2015: $52,121Net Income 2015: $39,7652015Revenue 2016: $611,111Expenses 2016: $37,400Net Income 2016: $573,7112016Revenue 2017: $79,042Expenses 2017: $47,812Net Income 2017: $31,2302017Revenue 2018: $64,741Expenses 2018: $83,974Net Income 2018: -$19,2332018Revenue 2019: $61,612Expenses 2019: $183,778Net Income 2019: -$122,1662019Revenue 2020: $56,509Expenses 2020: $53,069Net Income 2020: $3,4402020Revenue 2021: $136,970Expenses 2021: $71,482Net Income 2021: $65,4882021Revenue 2022: $83,235Expenses 2022: $74,436Net Income 2022: $8,7992022Revenue 2024: $88,606Expenses 2024: $51,089Net Income 2024: $37,5172024

Highlighted filing

2017

Revenue$79,042
Expenses$47,812
Net Income$31,230
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIJAY BHAGIADirectorPT$0--
VASDEV BHAGIADirectorPT$0--
KUSUM BHAGIADirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Bhagia Foundation
EIN
27-1534575
Phone
8325459376
Address
5304 VALERIE STREET, BELLAIRE, TX 77401

Signing Officer

Name
Vijay Bhagia
Title
Director
Phone
8325459376
Signed
2018-02-22

Preparer

Firm
AH CPA's PLLC
Address
3050 POST OAK BLVD SUITE 550, HOUSTON, TX 77056
Preparer
Anjali Arjunani
Phone
7135529499
Raw XML Appendix323 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01010321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Fidelity Holdings
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt093000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0CHANNELVIEW LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt093000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt063689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1635374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AGI RICHEY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY INVESTMENT-ETPs
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Fidelity- ST Sale- See attached Exhibit A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Fidelity- LT Sale- See attached Exhibit A
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VIJAY BHAGIA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VIJAY BHAGIA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0806 SHADY BEND LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FRIENDSWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077546
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08325459376
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt60
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PLEASE SEE ATTACHED ORGANATION LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028445
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt064596
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012499
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028445
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028445
IRS990PF/UndistributedIncomeGrp/Taxable2Amt066622
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064596
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036151
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt087747
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt066622
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015860
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2853
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital Gain Distribution
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Section 1250 Gain
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt133
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0105060
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1236684
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net Capital gain (loss)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Change in Account Value
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0990
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1990
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to/from Space Center
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Due to/from Space Center
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02519
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt12519
TaxesSchedule/TaxesDetail/Amt0908
TaxesSchedule/TaxesDetail/Amt1990
TaxesSchedule/TaxesDetail/Amt2108
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ORDINARY INCOME FROM K-1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VIJAY BHAGIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08325459376
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BHAGIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BHAG
ReturnHeader/Filer/EIN0271534575
ReturnHeader/Filer/PhoneNum08325459376
ReturnHeader/Filer/USAddress/AddressLine1Txt05304 VALERIE STREET
ReturnHeader/Filer/USAddress/CityNm0BELLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId052A1FCA0F4DEF6553A021FF85AFA5326D8B673BE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A98526AAC8D73E9489CBF014AFC090D849C9DBD8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.192.82
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:47:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AH CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 POST OAK BLVD SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07135529499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANJALI ARJUNANI
ReturnHeader/ReturnTs02018-11-15T08:47:55-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,884,020
Liabilities
$2,519
Net assets
$1,881,501
Revenue
$79,042
Expenses
$47,812
Net income
$31,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.09$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.03$1.96$0.08$0.07$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.03$1.96$0.14$0.07$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.01$1.89$0.06$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.06$0.18$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.86$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.05$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.61$0.04$0.57
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.27$0.08$0.20
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02