Civic Intelligence

Bakala Foundation USA

990T • Fiscal year 2020 • EIN 84-1741277

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 23, 2021

Organization Profile
200 East Camperdown WayGreenville, SC 29601

(864) 242-8204

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2019: $18,086,162Liabilities 2019: $02019Assets 2020: $15,636,177Liabilities 2020: $0Net Assets 2020: $15,636,1772020Assets 2021: $11,495,680Liabilities 2021: $0Net Assets 2021: $11,495,6802021Assets 2022: $8,273,946Liabilities 2022: $0Net Assets 2022: $8,273,9462022Assets 2023: $11,024,892Liabilities 2023: $3,690,8112023Assets 2024: $14,970,741Liabilities 2024: $5,446,971Net Assets 2024: $9,523,7702024

Latest loaded filing

2024

Assets$14,970,741
Liabilities$5,446,971
Net Assets$9,523,770
Open 2024 Filing

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2019: $20,779,925Expenses 2019: $401,388Net Income 2019: $20,378,5372019Revenue 2020: $218,276Expenses 2020: $2,668,261Net Income 2020: -$2,449,9852020Revenue 2021: $1,835Expenses 2021: $4,142,332Net Income 2021: -$4,140,4972021Revenue 2022: $18,675Expenses 2022: $3,240,409Net Income 2022: -$3,221,7342022Revenue 2023: $2,610,505Expenses 2023: $2,156,577Net Income 2023: $453,9282023Revenue 2024: $2,550,100Expenses 2024: $360,411Net Income 2024: $2,189,6892024

Latest loaded filing

2024

Revenue$2,550,100
Expenses$360,411
Net Income$2,189,689
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 23, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Bakala Foundation USA
EIN
84-1741277
Phone
8642428204
Address
200 EAST CAMPERDOWN WAY, GREENVILLE, SC 29601

Signing Officer

Name
Marshall Winn
Title
President
Phone
8642428204
Signed
2021-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
110 EAST COURT STREET SUITE 500, GREENVILLE, SC 29601
Preparer
Amanda Adams
Phone
8642333981
Raw XML Appendix92 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
IRS990T/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990T/BooksInCareOfDetail/PhoneNum08642428204
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 EAST CAMPERDOWN WAY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd029601
IRS990T/BookValueAssetsEOYAmt015636177
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt017824
IRS990T/EstimatedTaxPaymentsAmt06000
IRS990T/ExtsnRequestIncomeTaxPaidAmt040500
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt012813
IRS990T/OverpaymentSection/OverpaymentAmt012813
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt01500
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt01500
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0180739
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0180739
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0180739
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0REAL PROPERTY RENTAL
IRS990TScheduleA/UBIBeforeNOLDedAmt0179239
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0179239
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt033687
IRS990T/TaxLessCreditsAmt033687
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt046500
IRS990T/TotalTaxAmt033687
IRS990T/TotalTaxComputationAmt033687
IRS990T/TotalUBTIAmt0160415
IRS990T/TotalUBTIBeforeNOLSpecificAmt0161415
IRS990T/TotalUBTIBeforeSection199AAmt0161415
IRS990T/TotalUBTIComputedAmt0179239
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL WINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08642428204
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKALA FOUNDATION USA
ReturnHeader/Filer/BusinessNameControlTxt0BAKA
ReturnHeader/Filer/EIN0841741277
ReturnHeader/Filer/PhoneNum08642428204
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST CAMPERDOWN WAY
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 EAST COURT STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029601
ReturnHeader/PreparerPersonGrp/PhoneNum08642333981
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ADAMS
ReturnHeader/ReturnTs02021-07-23T15:33:06-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARSHALL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$5.45$9.52$2.55$0.36$2.19
2023Summary only. Only limited summary data is available for this year.$11.0$3.69$2.61$2.16$0.45
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.02$3.24$3.22
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.00$4.14$4.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$0.22$2.67$2.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$18.1$0.00$20.8$0.40$20.4