Civic Intelligence

Bhatia Foundation

990PF • Fiscal year 2020 • EIN 73-1411518

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 16, 2020

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

52nd percentile

4.7%

Faster asset growth than 52% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$8,854,245

Up $397,301 (+4.7%) from 2019

Net Assets

Up

$8,854,245

Up $397,301 (+4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin87th percentile

Revenue

Up

$504,205

Up $79,407 (+19%) from 2019

Expenses

Up

$267,274

Up $46,856 (+21%) from 2019

Net Income

Up

$236,931

Up $32,551 (+16%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$8,854,245
Liabilities$0
Net Assets$8,854,245
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$504,205
Expenses$267,274
Net Income$236,931
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINEET BHATIATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLEPUBLICHOUSTON, TX, US$30,000
Paid Grant-CHARITABLEPCNEW YORK, NY, US$25,000
Paid Grant-CHARITABLEPCDENVER, CO, US$20,000
Paid Grant-CHARITABLEPFOKLAHOMA CITY, OK, US$20,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$15,000
Paid Grant-CHARITABLEPCDALLAS, TX, US$15,000
Paid Grant-CHARITABLEPCBOONE, IA, US$10,000
Paid Grant-CHARITABLEPCSUNFLOWER, MS, US$10,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$10,000
Paid Grant-CHARITABLEPCNEW YORK, NY, US$10,000
Paid Grant-CHARITABLEPCOAKLAND, CA, US$10,000
Paid Grant-CHARITABLEPCMOUNTAIN VIEW, CA, US$10,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$10,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$10,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$10,000
Paid Grant-CHARITABLEPCSAN FRANCISCO, CA, US$5,000
Paid Grant-CHARITABLEPCBERKELEY, CA, US$5,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$5,000
Paid Grant-CHARITABLEPFHOYOKE, CO, US$5,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$5,000
Paid Grant-CHARITABLEPCHOUSTON, TX, US$2,500
Paid Grant-CHARITABLEPCHOUSTON, TX, US$2,500
Paid Grant-CHARITABLEPCHOUSTON, TX, US$2,500
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
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Olson Neaves & Company PC
Address
1900 NW Expressway Ste 600, Oklahoma City, OK 73118
Preparer
Forrest W Olson CPA
Phone
4058424418
Raw XML AppendixShowing 400 of 650 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1546716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1620786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1753009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1841791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1957062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2053901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050,000 SHS FORT LAUDERDALE FL W&S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100,000 SHS WELLS FARGO MULTISTEP UP CPN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250,000 SHS LIBERTY NY DEV CORP REV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350,000 SHS TEXAS ST RFDG SER A G/O
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500 SHS ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5500 SHS ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc665,000 SHS ARKANSAS DEV FIN AUTH ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc735,000 SHS ARIZONA HLTH FACS AUTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc835,000 SHS DALLAS FORT WORTH TX INTL ARPT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95,000 SHS BIRDVILLE TX INDPT SCH DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050,000 SHS BURLESON TX CTF OBLIG DB
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250,000 SHS CROSBY TX INDPT SCH DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1335,000 SHS DONNA TX INDPT SCH DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1450,000 SHS GREATER ORLANDO AVIATION AUTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1545,000 SHS HARRIS CNTY TX MUN UTIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1620,000 SHS ILLINOIS FIN AUTH REV RFDG NW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1750,000 SHS OVERTON TX INDPT SCH DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1840,000 SHS PIQUA OH CITY SCH DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1950,000 SHS SEGUIN TX INDPT SCH DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2050,000 SHS UTAH ST CHARTER SCH FIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2110,000 SHS WOODMORE OH LOC SCH DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250,000 SHS TEXAS A& M UNIV REVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc235,000 SHS UNIVERSITY OF HOUSTON TX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2450,000 SHS DISTRICT COLUMBIA INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212020-02-28
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242020-06-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt010774
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0160370
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08854245
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0427262
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0427262
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0436951
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09689
IRS990PF/DistributableAmountGrp/TotalTaxAmt09689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08440
IRS990PF/FMVAssetsEOYAmt08972979
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08456944
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08854245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0108541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01234950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02360126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02038298
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05805217
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06235296
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0706936
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0266693
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0266693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08456944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08854245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08972979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08456944
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08854245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08456944
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08854245
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt06415058
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0322209
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0324151
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08872108
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0423211
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08448897
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0133082
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0436951
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08739026
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08872108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VINEET BHATIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011315 HOLIDAN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077024
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0721573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0726417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0217500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0532500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0500000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt032500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt012500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.082569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.14775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.11713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08739026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08369919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07296632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03384001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0277460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0255153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0247500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.412843
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0247500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0247500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0247500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01900 NW EXPRESSWAY STE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0731181835
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0OLSON NEAVES & COMPANY PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum04058424418
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,854,245
Liabilities
$0
Net assets
$8,854,245
Revenue
$504,205
Expenses
$267,274
Net income
$236,931
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
2020Detailed filing. Detailed filing data is available for this year.$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