Bhatia Foundation

990PF • Fiscal year 2018 • EIN 73-1411518

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 04, 2018

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.

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

76%

Higher net margin than 94% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

25%

Faster asset growth than 88% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

-68%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets18th percentile

Assets

$8,252,564

Up $1,663,033 (+25%) from 2017

Net Assets

$8,252,564

Up $1,663,033 (+25%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue18th percentile Net Margin94th percentile

Revenue

Down

$2,197,245

Down $4,611,393 (-68%) from 2017

Expenses

$534,212

Up $33,569 (+6.7%) from 2017

Net Income

Down

$1,663,033

Down $4,644,962 (-74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

Highlighted filing

2018

Assets$8,252,564

Liabilities$0

Net Assets$8,252,564

Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2018

Revenue$2,197,245

Expenses$534,212

Net Income$1,663,033

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2017 to Jul 31, 2018
Signed: Dec 4, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay28th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
VINEET BHATIA	Trustee	-	$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: 2018-12-04
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

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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/ZIPCd	1	77099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	50037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	77002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	77081
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	532500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	363569
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	363569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	331272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	18820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	7770
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	7770
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	520782
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	168931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	331272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	18820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1759
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	532500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	168931
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	528552
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	359621
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ESTATE OF SURINDAR K BHATIA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	ESTATE OF SURINDAR K BHATIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/O 11315 HOLIDAN WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	C/O 11315 HOLIDAN WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	77024
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	77024
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	213678
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	1818182
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	2
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	1818182
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2018-05-07
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
TaxesSchedule/TaxesDetail/Amt	0	472
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	472
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	VINEET BHATIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BHATIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BHAT
ReturnHeader/Filer/EIN	0	731411518
ReturnHeader/Filer/PhoneNum	0	7136537855
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	11315 HOLIDAN WAY
ReturnHeader/Filer/USAddress/CityNm	0	HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	77024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	731086123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Olson Neaves & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1900 NW Expressway Ste 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	731181835
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4058424418
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Forrest W Olson CPA
ReturnHeader/ReturnTs	0	2018-12-11T08:38:15-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-08-01
ReturnHeader/TaxPeriodEndDt	0	2018-07-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $8,252,564
Liabilities: $0
Net assets: $8,252,564
Revenue: $2,197,245
Expenses: $534,212
Net income: $1,663,033

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2018Detailed filing. Detailed filing data is available for this year.	$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