Civic Intelligence

Bakala Foundation USA

990PF • Fiscal year 2021 • EIN 84-1741277

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
200 East Broad Street 400Greenville, SC 29601

(864) 242-8204

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

1st percentile

-225640%

Higher net margin than 1% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

2nd percentile

-26%

Faster asset growth than 2% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,495,680

Down $4,140,497 (-26%) from 2020

Net Assets

Down

$11,495,680

Down $4,140,497 (-26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin1st percentile

Revenue

Down

$1,835

Down $216,441 (-99%) from 2020

Expenses

Up

$4,142,332

Up $1,474,071 (+55%) from 2020

Net Income

Down

-$4,140,497

Down $1,690,512 (-69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

Highlighted filing

2021

Assets$11,495,680
Liabilities$0
Net Assets$11,495,680
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2021

Revenue$1,835
Expenses$4,142,332
Net Income-$4,140,497
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL WINNPresident/DirectorPT$0--
CRAIG H COMSTOCKSecretary/Treasurer/DirectorPT$0--
WILLIAM KEENDirector-$0--
ELEANOR W NORDHOLMDirector-$0--
JOHN R WIGINGTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bakala Foundation USA
EIN
84-1741277
Phone
8642428204
Address
200 EAST BROAD STREET 400, GREENVILLE, SC 29601

Signing Officer

Name
Marshall Winn
Title
President
Phone
8642428204
Signed
2022-05-10
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 Appendix338 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE SC ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE THAT A COPY BE FILED WITH THEIR OFFICE. INSTEAD, THEY MAINTAIN THE RIGHT TO RECEIVE THE FILING IF THEY SO CHOOSE. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUEST AS APPLICABLE.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARSHALL WINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CRAIG H COMSTOCK
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS FOR SCHOLARSHIP AWARDS SHALL BE REQUIRED TO SUBMIT SUCH APPLICATION FORMS AND SUPPORTING MATERIALS AS THE FOUNDATION MAY DEEM APPROPRIATE. THE SCHOLARSHIP APPLICATION, IN ADDITION TO COMPLETION OF THE FORM ITSELF, REQUESTS THE APPLICANT OBTAIN ONE LETTER OF RECOMMENDATION, WHICH WILL SPEAK TO THE APPLICANT'S ACADEMIC ACHIEVEMENTS AND PERFORMANCE, TO BE SENT DIRECTLY TO THE FOUNDATION. THE APPLICANT IS ALSO REQUIRED TO SUBMIT AN ESSAY (LIMITED TO 500 WORDS) DETAILING THE APPLICANT'S INTENTION TO LEVERAGE THE SCHOLARSHIP AWARD TO ATTEND A TOP ACADEMIC INSTITUTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1THE GRANT APPLICATION REQUESTS A PROPOSAL SUMMARY DETAILING WHY THE APPLICANT IS REQUESTING GRANT FUNDS, AS WELL AS A NARRATIVE OF THE WORK OF THE APPLICANT ORGANIZATION. THE APPLICATION ALSO REQUESTS A CURRENT EXPENSE BUDGET FOR THE APPLICANT'S PROJECT(S) AND ALL SOURCES OF INCOME TOWARD THE PROJECT. AFTER THE FOUNDATION PRELIMINARILY APPROVES THE GRANT, THE FOUNDATION WILL ENTER IN TO A WRITEN AGREEMENT WITH THE GRANTEE THAT SPECIFIES IN DETAIL THE CHARITABLE PURPOSES OF THE GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GRANTS ADMINISTRATION COMMITTEE BAK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1CRAIG H COMSTOCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08642428204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum18642428204
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd129601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE SIZE AND NUMBER OF SCHOLARSHIP AWARD(S) ARE DETERMINED ON A CASE-BY-CASE BASIS BY THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1THE GRANT AGREEMENT REQUIRES GRANTEES TO REPAY ANY PORTION OF THE AMOUNT GRANTED WHICH IS NOT USED FOR THE PURPOSES OF THE GRANT OR DISTRIBUTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01158586
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01158586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01483220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03458725
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01975505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01483220
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03134091
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01975505
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03458725
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01483220
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0GENERAL GOVERNANCE & COUNSEL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02709
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02709
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PASSTHROUGH LOSSES - VR 2017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt028757
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015682
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1157281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0272433
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1700620
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt089
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BANK FEE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt089
TaxesSchedule/TaxesDetail/Amt061845
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL WINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08642428204
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKALA FOUNDATION USA
ReturnHeader/Filer/BusinessNameControlTxt0BAKA
ReturnHeader/Filer/EIN0841741277
ReturnHeader/Filer/PhoneNum08642428204
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST BROAD STREET 400
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/ReturnTs02022-05-12T14:53:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARSHALL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,495,680
Liabilities
$0
Net assets
$11,495,680
Revenue
$1,835
Expenses
$4,142,332
Net income
-$4,140,497
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
2019Summary only. Only limited summary data is available for this year.$18.1$0.00$20.8$0.40$20.4