Civic Intelligence

Uday & Peggy Bhate Foundation

990PF • Fiscal year 2017 • EIN 46-4384744

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profile
3811 River View CircleBirmingham, AL 35243

(205) 591-7062

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

94th percentile

76%

Faster asset growth than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

119%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$538,202

Up $233,053 (+76%) from 2016

Net Assets

Up

$538,202

Up $233,053 (+76%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Up

$221,499

Up $120,583 (+119%) from 2016

Expenses

Up

$15,050

Up $2,541 (+20%) from 2016

Net Income

Up

$206,449

Up $118,042 (+134%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $216,742Liabilities 2015: $1Net Assets 2015: $216,7422015Assets 2016: $305,149Liabilities 2016: $0Net Assets 2016: $305,1492016Assets 2017: $538,202Liabilities 2017: $0Net Assets 2017: $538,2022017Assets 2018: $544,268Liabilities 2018: $0Net Assets 2018: $544,2682018Assets 2019: $560,684Liabilities 2019: $1Net Assets 2019: $560,6842019Assets 2020: $558,431Liabilities 2020: $1Net Assets 2020: $558,4312020Assets 2021: $1,021,929Liabilities 2021: $1Net Assets 2021: $1,021,9292021Assets 2022: $1,225,993Liabilities 2022: $1Net Assets 2022: $1,225,9932022Assets 2023: $1,359,800Liabilities 2023: $1Net Assets 2023: $1,359,8002023Assets 2024: $2,384,365Liabilities 2024: $0Net Assets 2024: $2,384,3652024

Highlighted filing

2017

Assets$538,202
Liabilities$0
Net Assets$538,202
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $219,242Expenses 2015: $2,500Net Income 2015: $216,7422015Revenue 2016: $100,916Expenses 2016: $12,509Net Income 2016: $88,4072016Revenue 2017: $221,499Expenses 2017: $15,050Net Income 2017: $206,4492017Revenue 2018: $20,076Expenses 2018: $14,010Net Income 2018: $6,0662018Revenue 2019: $30,333Expenses 2019: $13,917Net Income 2019: $16,4162019Revenue 2020: $23,498Expenses 2020: $25,751Net Income 2020: -$2,2532020Revenue 2021: $501,313Expenses 2021: $37,815Net Income 2021: $463,4982021Revenue 2022: $228,783Expenses 2022: $24,719Net Income 2022: $204,0642022Revenue 2023: $181,209Expenses 2023: $47,402Net Income 2023: $133,8072023Revenue 2024: $1,074,637Expenses 2024: $50,072Net Income 2024: $1,024,5652024

Highlighted filing

2017

Revenue$221,499
Expenses$15,050
Net Income$206,449
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UDAY BHATEDirector-$0--
PEGGY BHATEDirector-$0--
JAYESH BHATEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Uday & Peggy Bhate Foundation
EIN
46-4384744
Address
3811 RIVER VIEW CIRCLE, BIRMINGHAM, AL 35243

Signing Officer

Name
Uday Bhate
Title
Director
Phone
2055917062
Signed
2018-11-09

Preparer

Firm
Cooke Cameron Travis & Company Pc
Address
2109 DEVEREUX CIR, BIRMINGHAM, AL 35243
Preparer
Dennis R Cameron
Phone
2059670101
Raw XML Appendix302 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/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd435209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd535209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd623453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd735209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd835205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd935210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1033131
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015050
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020490
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020490
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05440
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE UDAY BHATE CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0UDAY BHATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03811 RIVER VIEW CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13811 RIVERVIEW CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035243
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd135243
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0202968
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15841
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026604
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INVESTMENT ACTIVITY
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0UDAY BHATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02055917062
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UDAY & PEGGY BHATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UDAY
ReturnHeader/Filer/EIN0464384744
ReturnHeader/Filer/USAddress/AddressLine1Txt03811 RIVER VIEW CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035243
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E9E7E572A7AB5A367CB12F230849EF94F05B057E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId075C2FA1BFB2BD03E98839676B6D4432E5A472657
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.190.118.10
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:45:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631185848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOKE CAMERON TRAVIS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02109 DEVEREUX CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059670101
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS R CAMERON
ReturnHeader/ReturnTs02018-11-14T09:45:42-06:00
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
$538,202
Liabilities
$0
Net assets
$538,202
Revenue
$221,499
Expenses
$15,050
Net income
$206,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.07$0.05$1.02
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.18$0.05$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.23$0.02$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.50$0.04$0.46
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.02$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.03$0.01$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.02$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.22$0.02$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.10$0.01$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.22$0.00$0.22
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00