Civic Intelligence

Bhatia Family Foundation

990PF • Fiscal year 2017 • EIN 45-4134703

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization Profile
1010 Towsley LaneAnn Arbor, MI 48105

(734) 483-5000

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$41,043

Up $8,057 (+24%) from 2016

Net Assets

Up

$41,043

Up $8,057 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$12,289

Up $1,786 (+17%) from 2016

Expenses

Down

$4,125

Down $1,604 (-28%) from 2016

Net Income

Up

$8,164

Up $3,390 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$600K$400K$200K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $11,057Liabilities 2012: $12012Assets 2013: $15,163Liabilities 2013: $0Net Assets 2013: $15,1632013Assets 2014: $33,041Liabilities 2014: $12014Assets 2015: $28,212Liabilities 2015: $0Net Assets 2015: $28,2122015Assets 2016: $32,986Liabilities 2016: $0Net Assets 2016: $32,9862016Assets 2017: $41,043Liabilities 2017: $0Net Assets 2017: $41,0432017Assets 2018: $46,799Liabilities 2018: $0Net Assets 2018: $46,7992018Assets 2019: $69,288Liabilities 2019: $0Net Assets 2019: $69,2882019Assets 2020: $136,246Liabilities 2020: $12020Assets 2021: $190,245Liabilities 2021: $0Net Assets 2021: $190,2452021Assets 2022: $180,976Liabilities 2022: $0Net Assets 2022: $180,9762022Assets 2023: $454,779Liabilities 2023: $12023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$41,043
Liabilities$0
Net Assets$41,043
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$500K$0-$500KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $11,157Expenses 2012: $100Net Income 2012: $11,0572012Revenue 2013: $11,158Expenses 2013: $7,052Net Income 2013: $4,1062013Revenue 2014: $21,861Expenses 2014: $3,983Net Income 2014: $17,8782014Revenue 2015: $11,520Expenses 2015: $16,349Net Income 2015: -$4,8292015Revenue 2016: $10,503Expenses 2016: $5,729Net Income 2016: $4,7742016Revenue 2017: $12,289Expenses 2017: $4,125Net Income 2017: $8,1642017Revenue 2018: $11,055Expenses 2018: $4,450Net Income 2018: $6,6052018Revenue 2019: $24,261Expenses 2019: $6,370Net Income 2019: $17,8912019Revenue 2020: $72,029Expenses 2020: $9,242Net Income 2020: $62,7872020Revenue 2021: $36,132Expenses 2021: $10,796Net Income 2021: $25,3362021Revenue 2022: $35,422Expenses 2022: $53,328Net Income 2022: -$17,9062022Revenue 2023: $354,779Expenses 2023: $27,108Net Income 2023: $327,6712023Revenue 2024: $19,427Expenses 2024: $474,206Net Income 2024: -$454,7792024

Highlighted filing

2017

Revenue$12,289
Expenses$4,125
Net Income$8,164
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUNIL BHATIAPresident-$0--
MADHU BHATIAVice Preside-$0--
SURUCHI BHATIATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bhatia Family Foundation
EIN
45-4134703
Phone
7344835000
Address
1010 TOWSLEY LANE, ANN ARBOR, MI 48105

Signing Officer

Name
Sunil Bhatia
Title
President
Phone
2483513000
Signed
2018-04-24

Preparer

Firm
Plotnik Feinberg & Associates Pc
Address
27313 SOUTHFIELD ROAD, LATHRUP VILLAGE, MI 48076
Preparer
Steven Plotnik
Phone
2484432440
Raw XML Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DISASTER ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RELIGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SOCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SOCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MEDICAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3HINDU TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PARALYZED VETERANS OF AMER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ST JOSEPH MERCY HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7ST JUDE CHILDREN'S RESEARCH HOSP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 30280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt127777 FRANKLIN RD 1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2431 18TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt344955 CHERRY HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt440550 GRAND RIVER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57640 MICHIGAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65301 EAST HURON RIVER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CANTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NOVI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6481060995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd738105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03200
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/AppliedToCurrentYearAmt0804
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06157
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029384
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03531
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06157
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02396
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029384
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026988
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BHATIA 2011 GRANTOR CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine2Txt0SURUCHI BHATIA TRUSTEE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01010 TOWSLEY LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ANN ARBOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd048105
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011157
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0107
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE FROM COST TO MKT VALUE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PROSHARES ULTRASHORT YEN, NET
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TEUCRIUM SOYBEAN FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UNITED STATES NAT GAS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3UNITED STATES OIL FD K-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt057
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-3
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-25
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3188
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNIL BHATIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02483513000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BHATIA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BHAT
ReturnHeader/Filer/EIN0454134703
ReturnHeader/Filer/PhoneNum07344835000
ReturnHeader/Filer/USAddress/AddressLine1Txt01010 TOWSLEY LANE
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03BE080859651EF42FEE3F078508AA06F47CEDF40
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03BE080859651EF42FEE3F078508AA06F47CEDF40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.144.90.217
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:08:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382434284
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLOTNIK FEINBERG & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027313 SOUTHFIELD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHRUP VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048076
ReturnHeader/PreparerPersonGrp/PhoneNum02484432440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PLOTNIK
ReturnHeader/ReturnTs02018-05-09T12:08:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$41,043
Liabilities
$0
Net assets
$41,043
Revenue
$12,289
Expenses
$4,125
Net income
$8,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$4.74$4.55
2023Summary only. Only limited summary data is available for this year.$4.55$0.00$3.55$0.27$3.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.35$0.53$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.36$0.11$0.25
2020Summary only. Only limited summary data is available for this year.$1.36$0.00$0.72$0.09$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.24$0.06$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.11$0.04$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.12$0.04$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.11$0.06$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.12$0.16$0.05
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.22$0.04$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.11$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.00$0.11
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00