Civic Intelligence

Bhagia Foundation

990PF • Fiscal year 2019 • EIN 27-1534575

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-198%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

1.7%

Faster asset growth than 48% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-4.8%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,899,005

Up $32,586 (+1.7%) from 2018

Net Assets

Up

$1,895,276

Up $32,586 (+1.7%) from 2018

Liabilities

Flat

$3,729

Flat from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin3rd percentile

Revenue

Down

$61,612

Down $3,129 (-4.8%) from 2018

Expenses

Up

$183,778

Up $99,804 (+119%) from 2018

Net Income

Down

-$122,166

Down $102,933 (-535%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th 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 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

2019

Assets$1,899,005
Liabilities$3,729
Net Assets$1,895,276
Open 2019 Filing

Operations Trend

Revenue Growth32nd 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 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

2019

Revenue$61,612
Expenses$183,778
Net Income-$122,166
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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
2020-11-03

Preparer

Firm
AH CPA's PLLC
Address
3050 POST OAK BLVD SUITE 550, HOUSTON, TX 77056
Preparer
Anjali Arjunani
Phone
7135529499
Raw XML Appendix347 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.

Path#Value
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt093000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0CHANNELVIEW LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt093000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt061612
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt07024
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt068636
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt068636
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0292
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07024
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0147772
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0147772
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt061612
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061612
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-122166
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt068636
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01490
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0147772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0183778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt068636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt061612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036006
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0186436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1217994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-82
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-82
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0186354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1225100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Stocks from Fidelity statement- Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Stocks from Fidelity statement- Long Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-82
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-122166
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0154752
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01895276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01862690
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01895276
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt084065
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt084065
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084065
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084751
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0686
IRS990PF/DistributableAmountGrp/TotalTaxAmt0686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01899005
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032297
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt093000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt093000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt093000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt093000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01862690
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01895276
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0229273
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01773708
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01773708
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03729
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03729
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01866419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01899005
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03729
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03729
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01866419
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01862690
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01720838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01283
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01719555
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025813
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01695025
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01720838
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VIJAY BHAGIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1VASDEV BHAGIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KUSUM BHAGIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0806 SHADY BEND LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1806 SHADY BEND LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2806 SHADY BEND LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FRIENDSWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FRIENDSWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FRIENDSWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077546
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.015829
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051585
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0147772
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0147772
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/AppliedToYear1Amt096459
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051313
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt051313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147772
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt051313
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051313
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084065
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0165762
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt163511
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Fidelity Investment
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Investment In AGI
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01726554
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt147154
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01726554
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt147154
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Automobile Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2AGI Richey K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215159
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07024
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1147728
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net Capital gain (loss)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Account Change in Value
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03034
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1695
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to/from Space Center
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Due to Victory Collaboration
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03034
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1695
TaxesSchedule/TaxesDetail/Amt01346
TaxesSchedule/TaxesDetail/Amt1855
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1Income Tax
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VIJAY BHAGIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08325459376
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
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/AtSubmissionCreationDeviceId0808C2F7F0FF66AB768D32F8EEBD67BB898890E7C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0808C2F7F0FF66AB768D32F8EEBD67BB898890E7C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.192.82
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:27:49
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/ReturnTs02020-11-11T12:27:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,899,005
Liabilities
$3,729
Net assets
$1,895,276
Revenue
$61,612
Expenses
$183,778
Net income
-$122,166
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
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