Civic Intelligence

Heidi E Kunkel Foundation Inc.

990PF • Fiscal year 2024 • EIN 47-5404882

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 04, 2025

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-96%

Higher net margin than 5% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-4.5%

Faster asset growth than 21% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

100%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,464,609

Down $115,757 (-4.5%) from 2023

Net Assets

Down

$2,464,589

Down $115,757 (-4.5%) from 2023

Liabilities

Flat

$20

Flat from 2023

Revenue

Up

$166,540

Up $83,146 (+100%) from 2023

Expenses

Down

$327,020

Down $32,848 (-9.1%) from 2023

Net Income

Up

-$160,480

Up $115,994 (+42%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$2,464,609
Liabilities$20
Net Assets$2,464,589

Operations Trend

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

2024

Revenue$166,540
Expenses$327,020
Net Income-$160,480
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers

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
2025-11-04
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 Appendix395 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/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt058197
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0286893
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt062240
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt077043
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt089413
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt010
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0HORSE SHOW & HORSE SALE NET INCOME
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DEBORAH A GEORGE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt036 UNION POINT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEBSTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001570
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05089438127
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO CARE FOR AND PROTECT THE MINIATURE HORSES, MORGAN HORSE, AND ANY OTHER HORSES THAT ARE ACQUIRED SO THAT THEY MAY LIVE OUT THEIR LIFETIME IN A CARING AND PROTECTED ENVIRONMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0318104
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE AMERICAN MORGAN HORSE EDUCATIONAL TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001254
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01775
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0750000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MORGAN SHOW HORSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0750000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0750000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0185
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt16138
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt213904
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt367
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4191
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt56
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt647
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARRIER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MINI'S EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MORGAN EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SEMEN STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4VETERINARY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BUSINESS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6ADVERTISING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02670
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt188358
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2200125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3970
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42756
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt588
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6678
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02855
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt194496
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2214029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42947
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt594
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6725
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt018250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12411
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SHOW REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018250
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12411
OtherIncreasesSchedule/OtherIncreasesDetail/Amt044723
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05908
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05908
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01233
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1COMM OF MA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01233
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN JAY KUNKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05089655077
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G EATON CPA
ReturnHeader/ReturnTs02025-11-05T09:13:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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