Civic Intelligence

Bhatia Foundation

990PF • Fiscal year 2014 • EIN 73-1411518

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 11, 2014

Organization Profile
608 NW 9th73102

(405) 842-4418

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$248,656

Up $36,265 (+17%) from 2013

Net Assets

Up

$248,656

Up $36,265 (+17%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

$49,519

No earlier filing loaded for comparison.

Expenses

Down

$13,254

Down $5,362 (-29%) from 2013

Net Income

$36,265

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$15M$10M$5.0M$0Assets 2011: $155,348Liabilities 2011: $02011Assets 2012: $183,300Liabilities 2012: $0Net Assets 2012: $183,3002012Assets 2013: $212,391Liabilities 2013: $0Net Assets 2013: $212,3912013Assets 2014: $248,656Liabilities 2014: $0Net Assets 2014: $248,6562014Assets 2015: $275,038Liabilities 2015: $0Net Assets 2015: $275,0382015Assets 2016: $281,536Liabilities 2016: $0Net Assets 2016: $281,5362016Assets 2017: $6,589,531Liabilities 2017: $0Net Assets 2017: $6,589,5312017Assets 2018: $8,252,564Liabilities 2018: $0Net Assets 2018: $8,252,5642018Assets 2019: $8,456,944Liabilities 2019: $0Net Assets 2019: $8,456,9442019Assets 2020: $8,854,245Liabilities 2020: $0Net Assets 2020: $8,854,2452020Assets 2021: $9,065,045Liabilities 2021: $0Net Assets 2021: $9,065,0452021Assets 2022: $9,637,928Liabilities 2022: $0Net Assets 2022: $9,637,9282022Assets 2023: $10,212,282Liabilities 2023: $0Net Assets 2023: $10,212,2822023Assets 2024: $10,346,469Liabilities 2024: $0Net Assets 2024: $10,346,4692024Assets 2025: $10,309,340Liabilities 2025: $0Net Assets 2025: $10,309,3402025

Highlighted filing

2014

Assets$248,656
Liabilities$0
Net Assets$248,656
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $43,091Expenses 2011: $7,850Net Income 2011: $35,2412011Expenses 2012: $18,1132012Expenses 2013: $18,6162013Revenue 2014: $49,519Expenses 2014: $13,254Net Income 2014: $36,2652014Revenue 2015: $39,522Expenses 2015: $13,140Net Income 2015: $26,3822015Revenue 2016: $39,638Expenses 2016: $33,140Net Income 2016: $6,4982016Revenue 2017: $6,808,638Expenses 2017: $500,643Net Income 2017: $6,307,9952017Revenue 2018: $2,197,245Expenses 2018: $534,212Net Income 2018: $1,663,0332018Revenue 2019: $424,798Expenses 2019: $220,418Net Income 2019: $204,3802019Revenue 2020: $504,205Expenses 2020: $267,274Net Income 2020: $236,9312020Revenue 2021: $656,533Expenses 2021: $412,409Net Income 2021: $244,1242021Revenue 2022: $985,695Expenses 2022: $470,748Net Income 2022: $514,9472022Revenue 2023: $1,102,454Expenses 2023: $401,674Net Income 2023: $700,7802023Revenue 2024: $613,078Expenses 2024: $453,969Net Income 2024: $159,1092024Revenue 2025: $550,315Expenses 2025: $580,805Net Income 2025: -$30,4902025

Highlighted filing

2014

Revenue$49,519
Expenses$13,254
Net Income$36,265
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 11, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SURINDAR K BHATIATrustee-$0--
Filing and Contact Details

Filer

EIN
73-1411518
Phone
4058424418

Signing Officer

Name
Surindar K Bhatia
Title
Trustee
Signed
2014-12-11
Discuss with paid preparer
Yes

Preparer

Preparer
Forrest W Olson CPA
Phone
4058424418
Raw XML Appendix250 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04214
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0190
IRS990PF/FMVAssetsEOYAmt0245261
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt053942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0173077
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03405
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10608 NW 9TH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0OKLAHOMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode073102
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015899
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.07110
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt095
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012750
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101900 NW EXPRESSWAY STE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0OKLAHOMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0731181835
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04058424418
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMERICAN HEART ASSOCIATION
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0210
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1014800 AUREA LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0OKLAHOMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode073142
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0154
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SURINDAR K BHATIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10BHATIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BHAT
ReturnHeader/Filer/EIN0731411518
ReturnHeader/Filer/PhoneNum04058424418
ReturnHeader/Filer/USAddress/AddressLine10608 NW 9TH
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Olson Neaves & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101900 NW Expressway Ste 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0731181835
ReturnHeader/PreparerPersonGrp/PhoneNum04058424418
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Forrest W Olson CPA
ReturnHeader/ReturnTs02014-12-12T08:00:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,656
Liabilities
$0
Net assets
$248,656
Revenue
$49,519
Expenses
$13,254
Net income
$36,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.55$0.58$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.61$0.45$0.16
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.10$0.40$0.70
2022Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.99$0.47$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.00$9.07$0.66$0.41$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.85$0.00$8.85$0.50$0.27$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$0.00$8.46$0.42$0.22$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$0.00$8.25$2.20$0.53$1.66
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$6.81$0.50$6.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.04$0.03$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.04$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.05$0.01$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.04$0.01$0.04