Civic Intelligence

Heidi E Kunkel Foundation Inc.

990PF • Fiscal year 2021 • EIN 47-5404882

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
36 Union Point RoadWebster, MA 01570

(508) 943-8127

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

51st percentile

14%

Higher net margin than 51% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.5%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

242%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,482,103

Up $17,690 (+0.5%) from 2020

Net Assets

Up

$3,482,083

Up $17,690 (+0.5%) from 2020

Liabilities

Flat

$20

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin51st percentile

Revenue

Up

$355,027

Up $251,128 (+242%) from 2020

Expenses

Up

$304,088

Up $59,752 (+24%) from 2020

Net Income

Up

$50,939

Up $191,376 (+136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $3,376,702Liabilities 2018: $20Net Assets 2018: $3,376,6822018Assets 2019: $3,500,038Liabilities 2019: $20Net Assets 2019: $3,500,0182019Assets 2020: $3,464,413Liabilities 2020: $20Net Assets 2020: $3,464,3932020Assets 2021: $3,482,103Liabilities 2021: $20Net Assets 2021: $3,482,0832021Assets 2022: $2,710,761Liabilities 2022: $20Net Assets 2022: $2,710,7412022Assets 2023: $2,580,366Liabilities 2023: $20Net Assets 2023: $2,580,3462023Assets 2024: $2,464,609Liabilities 2024: $20Net Assets 2024: $2,464,5892024

Highlighted filing

2021

Assets$3,482,103
Liabilities$20
Net Assets$3,482,083
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$400K$200K$0-$200K-$400KRevenue 2018: $228,991Expenses 2018: $364,799Net Income 2018: -$135,8082018Revenue 2019: $113,447Expenses 2019: $287,477Net Income 2019: -$174,0302019Revenue 2020: $103,899Expenses 2020: $244,336Net Income 2020: -$140,4372020Revenue 2021: $355,027Expenses 2021: $304,088Net Income 2021: $50,9392021Revenue 2022: $93,651Expenses 2022: $324,983Net Income 2022: -$231,3322022Revenue 2023: $83,394Expenses 2023: $359,868Net Income 2023: -$276,4742023Revenue 2024: $166,540Expenses 2024: $327,020Net Income 2024: -$160,4802024

Highlighted filing

2021

Revenue$355,027
Expenses$304,088
Net Income$50,939
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH A GEORGEPresident-$0--
JOHN JAY KUNKELTreasurer/Clerk-$0--
DORINDA K WINTMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heidi E Kunkel Foundation Inc
EIN
47-5404882
Phone
5089438127
Address
36 UNION POINT ROAD, WEBSTER, MA 01570

Signing Officer

Name
John Jay Kunkel
Title
Treasurer
Phone
5089655077
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer
David G Eaton CPA
Phone
5087557107
Raw XML Appendix373 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0203
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0209
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0750000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0750000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt033249
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS/LOSSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12716
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt25506
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt38
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2196759
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3303
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TaxesSchedule/TaxesDetail/Amt02522
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02522
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN JAY KUNKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05089655077
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEIDI E KUNKEL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HEID
ReturnHeader/Filer/EIN0475404882
ReturnHeader/Filer/PhoneNum05089438127
ReturnHeader/Filer/USAddress/AddressLine1Txt036 UNION POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0WEBSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001570
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043037870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLLUS LYNCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 SHREWSBURY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001604
ReturnHeader/PreparerPersonGrp/PhoneNum05087557107
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G EATON CPA
ReturnHeader/ReturnTs02022-11-15T11:58:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAY KUNKEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,482,103
Liabilities
$20
Net assets
$3,482,083
Revenue
$355,027
Expenses
$304,088
Net income
$50,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.17$0.33$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.08$0.36$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.09$0.32$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.36$0.30$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.10$0.24$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.11$0.29$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.23$0.36$0.14
Peer Organizations

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