Civic Intelligence

Bakala Foundation USA

990T • Fiscal year 2023 • EIN 84-1741277

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 16, 2024

Organization Profile
200 East Broad Street Suite 400Greenville, 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, 2023 to Dec 31, 2023
Signed
Oct 16, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

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

Signing Officer

Name
Marshall Winn
Title
President
Phone
8642428204
Signed
2024-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
110 EAST COURT STREET SUITE 500, GREENVILLE, SC 29601
Preparer
Bree-ann Weidner
Phone
8642333981
Raw XML Appendix88 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 BROAD STREET SUITE 400
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd029601
IRS990T/BookValueAssetsEOYAmt036948969
IRS990T/CharitableContributionsDedAmt01832
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt030258
IRS990T/OverpaymentSection/OverpaymentAmt030258
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0899638
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531120
IRS990T/PriorYearOverpaymentCreditAmt033720
IRS990TScheduleA/NetOperatingLossDeductionAmt077266
IRS990TScheduleA/OtherDeductionsAmt02250
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt02250
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt098832
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt098832
IRS990TScheduleA/TotUnrltTrdBusIncmAmt098832
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0REAL PROPERTY RENTAL
IRS990TScheduleA/UBIBeforeNOLDedAmt096582
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt019316
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt03462
IRS990T/TaxLessCreditsAmt03462
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt033720
IRS990T/TotalTaxAmt03462
IRS990T/TotalTaxComputationAmt03462
IRS990T/TotalUBTIAmt016484
IRS990T/TotalUBTIBeforeNOLSpecificAmt017484
IRS990T/TotalUBTIBeforeSection199AAmt017484
IRS990T/TotalUBTIComputedAmt019316
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL WINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08642428204
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKALA FOUNDATION USA
ReturnHeader/Filer/BusinessNameControlTxt0BAKA
ReturnHeader/Filer/EIN0841741277
ReturnHeader/Filer/PhoneNum08642428204
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST BROAD STREET SUITE 400
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
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/PreparerPersonNm0BREE-ANN WEIDNER
ReturnHeader/ReturnTs02024-10-23T07:08:07-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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