Civic Intelligence

Bhatia Foundation

990PF • Fiscal year 2017 • EIN 73-1411518

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 19, 2017

Organization Profile
11315 Holidan WayHouston, TX 77024

(713) 653-7855

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

100th percentile

2241%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

17077%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,589,531

Up $6,307,995 (+2241%) from 2016

Net Assets

Up

$6,589,531

Up $6,307,995 (+2241%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$6,808,638

Up $6,769,000 (+17077%) from 2016

Expenses

Up

$500,643

Up $467,503 (+1411%) from 2016

Net Income

Up

$6,307,995

Up $6,301,497 (+96976%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2017

Assets$6,589,531
Liabilities$0
Net Assets$6,589,531
Open 2017 Filing

Operations Trend

Revenue Growth100th 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

2017

Revenue$6,808,638
Expenses$500,643
Net Income$6,307,995
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

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

Filer

Filer Name
Bhatia Foundation
EIN
73-1411518
Phone
7136537855
Address
11315 HOLIDAN WAY, HOUSTON, TX 77024

Signing Officer

Name
Vineet Bhatia
Title
Trustee
Signed
2017-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Olson Neaves & Company PC
Address
1900 NW Expressway Ste 600, Oklahoma City, OK 73118-1835
Preparer
Forrest W Olson CPA
Phone
4058424418
Raw XML Appendix252 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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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0193
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINEET BHATIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BHATIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BHAT
ReturnHeader/Filer/EIN0731411518
ReturnHeader/Filer/PhoneNum07136537855
ReturnHeader/Filer/USAddress/AddressLine1Txt011315 HOLIDAN WAY
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Olson Neaves & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 NW Expressway Ste 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731181835
ReturnHeader/PreparerPersonGrp/PhoneNum04058424418
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Forrest W Olson CPA
ReturnHeader/ReturnTs02017-12-19T15:24:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,589,531
Liabilities
$0
Net assets
$6,589,531
Revenue
$6,808,638
Expenses
$500,643
Net income
$6,307,995
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
Peer Organizations

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