Civic Intelligence

Kunkle Cabe Foundation

990PF • Fiscal year 2021 • EIN 81-5280317

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

Organization Profile
100 Crescent Court Ste 1800Dallas, TX 75201

(214) 310-0515

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$50,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.2%

Faster asset growth than 18% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

200%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,024,856

Down $112,156 (-2.2%) from 2020

Net Assets

Down

$5,024,856

Down $112,156 (-2.2%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin10th percentile

Revenue

Up

$362,390

Up $241,521 (+200%) from 2020

Expenses

Up

$474,546

Up $213,152 (+82%) from 2020

Net Income

Up

-$112,156

Up $28,369 (+20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $5,382,739Liabilities 2018: $0Net Assets 2018: $5,382,7392018Assets 2019: $5,277,537Liabilities 2019: $1Net Assets 2019: $5,277,5372019Assets 2020: $5,137,012Liabilities 2020: $1Net Assets 2020: $5,137,0122020Assets 2021: $5,024,856Liabilities 2021: $1Net Assets 2021: $5,024,8562021Assets 2022: $5,026,884Liabilities 2022: $1Net Assets 2022: $5,026,8842022Assets 2023: $5,091,901Liabilities 2023: $1Net Assets 2023: $5,091,9012023Assets 2024: $5,306,678Liabilities 2024: $1Net Assets 2024: $5,306,6782024Assets 2025: $5,344,972Liabilities 2025: $0Net Assets 2025: $5,344,9722025

Highlighted filing

2021

Assets$5,024,856
Liabilities$1
Net Assets$5,024,856
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $201,930Expenses 2018: $305,662Net Income 2018: -$103,7322018Revenue 2019: $143,884Expenses 2019: $249,086Net Income 2019: -$105,2022019Revenue 2020: $120,869Expenses 2020: $261,394Net Income 2020: -$140,5252020Revenue 2021: $362,390Expenses 2021: $474,546Net Income 2021: -$112,1562021Revenue 2022: $482,800Expenses 2022: $480,772Net Income 2022: $2,0282022Revenue 2023: $245,263Expenses 2023: $180,246Net Income 2023: $65,0172023Revenue 2024: $324,103Expenses 2024: $109,326Net Income 2024: $214,7772024Revenue 2025: $410,708Expenses 2025: $372,414Net Income 2025: $38,2942025

Highlighted filing

2021

Revenue$362,390
Expenses$474,546
Net Income-$112,156
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES LEE CABEPresidentPT$50,000-$50,000
PAUL W HARRISVice President-$0--
JJ BARTOSecretary-$0--
BOBBY CLINGANDirector-$0--
CHRISTEN CABEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Kunkle Cabe Foundation
EIN
81-5280317
Phone
2143100515
Address
100 CRESCENT COURT STE 1800, DALLAS, TX 75201

Signing Officer

Name
Charles Lee Cabe
Title
President
Phone
2143100515
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Gollob Morgan Peddy Pc
Address
1001 ESE LOOP 323 STE 300, TYLER, TX 75701
Preparer
Kristen L Gusa
Phone
9035340088
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79ISHARES MSCI MALAYSIA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80ISHARES MSCI RUSSIA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81ISHARES MSCI TAIWAN ETE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82ISHARES MSCI MEXICO ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83ISHARES MSCI SOUTH KOREA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84ISHARES MSCI BRAZIL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85ISHARES MSCI SOUTH AFRICA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86ISHARES MSCI CHILE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87ISHARES MSCI THAILAND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88ISHARES MSCI PHILIPPINES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89ISHARES MSCI CHINA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90ISHARES MSCI INDIA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91ISHARES MSCI QATAR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92ISHARES MSCI UAE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93ISHARES MSCI SAUDI ARABIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94ISHARES MSCI KUWAIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95ANTERO MIDSTREAM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96ATLANTIC SUSTAINABLE INFRASTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97BROOKFIELD RENEWABLE COR CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98CENTERPOINT ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99CHENIERE ENERGY INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100CLEARWAY ENERGY INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102DTE ENERGY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103ENBRIDGE INC CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104NEXTERA ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105ONEOK INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106PEMBINA PIPELINE CORP CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109TARGA RESOURCES INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110TC ENERGY CORP CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111WILLIAMS COS INC (DEL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112NEXTERA ENERGY PARTNERS LP MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113PLAINS GP HOLDINGS LP CL A MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115AMERCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117ARCOSA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118ARMSTRONG WORLD INDUSTRIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119ASSOCIATED BRITISH FOODS PLC NEW ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120BANK OF NEW YOURK MELLON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121BERKSHIRE HATHAWAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122BOLLORE EUR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123BOOKING HLDGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124CANADIAN NAT RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126COCA COLA CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127COGNIZANT TECH SOLUTIONS CRP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129CONTL AG-SPONS ADR ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131FIRST HAWAIIAN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132FOX CORP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133FOX CORP CL B COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134GOLDMAN SACHS GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135GRAFTECH INTL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136HUNTSMAN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137INGREDION INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138JOHNSON & JOHNSON COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140L3 HARRIS TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141MACY'S INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142MICRON TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144MSC INDL DIRECT CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145NEWS CORP NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146NEWS CORP NEW CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147NORTHOP GRUMAN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151RALPH LAUREN CORP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153STATE STREET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156TYSON FOODS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157UNILEVER NV N Y SHS NEW NETHERLANDS SPON SPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158US BANCORP DEL (NEW)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159WALT DISNEY CO (HOLDING CO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161GREAT AJAX CORP 7.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162READY CAP CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163PACIRE PHARMACEUTICALS INC NTS RATE 02.375%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164BOFA FIN LLC NTS CONV B/E RATE 00.125%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165JPMORGAN CHASE FINL NTS CONVERTIBLE TO AMZN RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166BOFA FIN LLC NTS CONVERTIBLE TO VOYA RATE .00250%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167BARCLAYS BANK PLC NTS CONVERTIBLE TO DHI RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168BOFA FIN LLC NTS CONVERTIBLE TO GOOGLE RATE 0.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169JPMORGAN CHASE FINL NTS CONVERTIBLE TO AAPL RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170BARCLAYS BANK PLC NTS CONVERTIBLE TO NEM RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171KAMAN CORP NTS CONV B/E 3.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172BOFA FIN LLC NTS CONV CONVERTIBLE TO DOW RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173MORGAN STANLEY FIN LLC 0.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174WELLS FARGO FIN LLC NTS LE TO BMY RATE 00.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175INSIGHT ENTERPRISE CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176BARCLAYS BK PLC NTS CONV 0.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177VISHAY INTERTECHNOLOGY 2.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178CHEESECAKE FACTORY NTS CONV B/E .375%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179CREDIT SUISSE NASSAU NTS CONV B/E RARE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180CITIGROUP GLOBAL MARKETS NTS CONV RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181CITIGROUP GLOBAL MARKETS NTS CONV RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182CITIGROUP GLOBAL MARKETS NTS CONV RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183CITIGROUP GLOB MARK HLDGS 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184CITIGROUP GLOB MARK HLDGS 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185GS FIN CORP NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186BARCLAYS BK PLC NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187CITIGROUP GLOB MARK CONVERTIBLE TO MMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt188JPMORGAN CHASE FINANCIAL RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189HCI GROUP INC NTS CONV B/E RATE 04.250%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190MERITOR INC NTS CONV B/E RATE 3.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191ACCRUED INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192INVESCO TREAS COLL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193AB HIGH INCOME FUND CLASS ADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194CATALYST/MILLBURN HEDGE STRATEGY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195GS FIN CORP NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt034196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt140409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt285463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt386004

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,024,856
Liabilities
$1
Net assets
$5,024,856
Revenue
$362,390
Expenses
$474,546
Net income
-$112,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.41$0.37$0.04
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.32$0.11$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.25$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.48$0.48$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.36$0.47$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.12$0.26$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.14$0.25$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.20$0.31$0.10