Civic Intelligence

Bacca Foundation

990PF • Fiscal year 2018 • EIN 38-6981808

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

10 S Dearborn St Il1-0111Chicago, IL 60603

(866) 888-5157

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

66th percentile

5.9%

Faster asset growth than 66% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Assets

Up

$24,373,181

Up $2,624,512 (+12%) from 2016

Net Assets

Up

$24,373,181

Up $2,624,512 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,320,925

Up $502,792 (+61%) from 2016

Expenses

Down

$91,172

Down $64,918 (-42%) from 2016

Net Income

Up

$1,229,753

Up $567,710 (+86%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2012: $21,789,639Liabilities 2012: $02012Assets 2013: $21,512,113Liabilities 2013: $02013Assets 2014: $21,710,794Liabilities 2014: $02014Assets 2015: $21,086,626Liabilities 2015: $02015Assets 2016: $21,748,669Liabilities 2016: $0Net Assets 2016: $21,748,6692016Assets 2018: $24,373,181Liabilities 2018: $0Net Assets 2018: $24,373,1812018Assets 2019: $25,200,582Liabilities 2019: $1Net Assets 2019: $25,200,5822019Assets 2020: $32,519,788Liabilities 2020: $12020Assets 2021: $34,691,938Liabilities 2021: $1Net Assets 2021: $34,691,9382021Assets 2022: $33,624,423Liabilities 2022: $1Net Assets 2022: $33,624,4232022Assets 2023: $33,290,504Liabilities 2023: $12023Assets 2024: $36,271,947Liabilities 2024: $0Net Assets 2024: $36,271,9472024

Highlighted filing

2018

Assets$24,373,181
Liabilities$0
Net Assets$24,373,181

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2012: $35,858,508Expenses 2012: $3,082,581Net Income 2012: $32,775,9272012Revenue 2013: $3,953,789Expenses 2013: $4,171,158Net Income 2013: -$217,3692013Revenue 2014: $1,499,366Expenses 2014: $1,300,702Net Income 2014: $198,6642014Revenue 2015: $3,223,695Expenses 2015: $3,847,863Net Income 2015: -$624,1682015Revenue 2016: $818,133Expenses 2016: $156,090Net Income 2016: $662,0432016Revenue 2018: $1,320,925Expenses 2018: $91,172Net Income 2018: $1,229,7532018Revenue 2019: $935,168Expenses 2019: $93,655Net Income 2019: $841,5132019Revenue 2020: $13,073,951Expenses 2020: $444,022Net Income 2020: $12,629,9292020Revenue 2021: $3,596,922Expenses 2021: $1,424,772Net Income 2021: $2,172,1502021Revenue 2022: $1,434,103Expenses 2022: $2,501,618Net Income 2022: -$1,067,5152022Revenue 2023: $260,790Expenses 2023: $594,709Net Income 2023: -$333,9192023Revenue 2024: $4,721,396Expenses 2024: $1,739,953Net Income 2024: $2,981,4432024

Highlighted filing

2018

Revenue$1,320,925
Expenses$91,172
Net Income$1,229,753
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN TRUST COMPANY OF DELAWARESpecial Holdings & Admin T-$0--
BRETT M BERRYTrustee-$0--
WINSTON B BERRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bacca Foundation
EIN
38-6981808
Phone
8668885157
Address
10 S DEARBORN ST IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Jp Morgan Trust Co of Delaware
Title
Special Holdings & Admin Ttee
Phone
3026344319
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Leslie Anderson CPA Pc
Address
1101 NORWALK STREET, GREENSBORO, NC 27407
Preparer
Leslie L Anderson
Phone
3364822444
Raw XML Appendix337 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
AccountingFeesSchedule/AccountingFeesDetail/Amt04695
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04695
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JP MORGAN BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05039709
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04943483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011608970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013097195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP MORGAN EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05673795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JP MORGAN ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05231509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04783890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0161082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1433476
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0594558
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt058664
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt024431845
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024373181
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01299427
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01299427
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01299427
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01324595
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025168
IRS990PF/DistributableAmountGrp/TotalTaxAmt025168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04241
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04241
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt029409
IRS990PF/FMVAssetsEOYAmt025322894
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JP MORGAN TRUST COMPANY OF DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRETT M BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WINSTON B BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SPECIAL HOLDINGS & ADMIN T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0500 STANTON CHRISTIANA AVE SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1740 JUNIPER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2740 JUNIPER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0DE3-16
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWARK
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0500 STANTON CHRISTIANA RD SUITE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0DE3-1680
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWARK
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JP MORGAN TRUST COMPANY OF DELAWARE
IRS990PF/StatementsRegardingActyGrp/PhoneNum03026344319
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015805
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02520099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03061008
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01283622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01777386
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02520099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02520099
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015805
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04297485
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05581107
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt058664
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS TO INVESTMENT COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043866
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010966
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032899
TaxesSchedule/TaxesDetail/Amt028000
TaxesSchedule/TaxesDetail/Amt114467
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114467
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JP MORGAN TRUST CO OF DELAWARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SPECIAL HOLDINGS & ADMIN TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026344319
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BACCA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JP MORGAN TRUST COMPANY OF DE
ReturnHeader/Filer/BusinessNameControlTxt0BACC
ReturnHeader/Filer/EIN0386981808
ReturnHeader/Filer/PhoneNum08668885157
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN ST IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0137.116.37.86
ReturnHeader/FilingSecurityInformation/IPDt02019-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:50:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204831046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LESLIE ANDERSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 NORWALK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027407
ReturnHeader/PreparerPersonGrp/PhoneNum03364822444
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE L ANDERSON
ReturnHeader/ReturnTs02019-05-13T09:52:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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