Civic Intelligence

Kunkle Cabe Foundation

990PF • Fiscal year 2023 • EIN 81-5280317

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization Profile
4245 N Central Expy 505Dallas, TX 75205

(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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

78th percentile

27%

Higher net margin than 78% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$50,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

42nd percentile

1.3%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,091,901

Up $65,017 (+1.3%) from 2022

Net Assets

Up

$5,091,901

Up $65,017 (+1.3%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin78th percentile

Revenue

Down

$245,263

Down $237,537 (-49%) from 2022

Expenses

Down

$180,246

Down $300,526 (-63%) from 2022

Net Income

Up

$65,017

Up $62,989 (+3106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$5,091,901
Liabilities$1
Net Assets$5,091,901
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$245,263
Expenses$180,246
Net Income$65,017
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay40th 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
4245 N CENTRAL EXPY 505, DALLAS, TX 75205

Signing Officer

Name
Charles Lee Cabe
Title
President
Phone
2143100515
Signed
2023-11-13
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/CategoryOrItemTxt73EASTGROUP PROPERTIES INC (MARYLAND CORP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74NEXTERA ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75AMERIPRISE FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76CLEARWAY ENERGY INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78ARMADA HOFFLER PPRYS INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79TYSON FOODS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80FOX CORP CL B COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81LIFE STORAGE INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82ABBOTT LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83NEXTERA ENERGY PARTNERS LP MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84INVENTRUST PPTYS CORP SBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86JPMORGAN CHASE FINL LINKED TO IBM RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87BROOKFIELD RENEWABLE COR CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88APPLIED MATERIALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89CAMDEN PPTY TR SBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90COGNIZANT TECH SOLUTIONS CRP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91PACIRA BIOSCIENCES INC CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92AMERICOLD REALTY TRUST REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93AKAMAI TECHNOLOGIES INC NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94VISHAY INTERTECHNOLOGY 2.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95CENTERPOINT ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96ANTERO MIDSTREAM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97ONEOK INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98BOSTON SCIENTIFIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99BIOMARIN PHARMACEUTICAL INC NTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100INVITATION HOMES INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101BOFA FIN LLC NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102FORD MOTOR CO NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103AMERICAN HOMES 4 RENT CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104CITIGROUP GLOBAL MARKETS NTS CONV RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105TAIWAN SEMICONDUCTOR MFG CO LTD ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106GREENBRIER COS INC NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107AIR PROD & CHEMICAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108PLAINS GP HOLDINGS LP CL A MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109HALOZYME THERAPEUT NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110BARCLAYS BK PLC NTS CONV 0.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111FRANKLIN TEMPLETOON ETF TR FTSE SOUTH KOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112VISA INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113CHEESECAKE FACTORY NTS CONV B/E .375%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115WELLS FARGO FIN LLC NTS LE TO BMY RATE 00.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116CHENIERE ENERGY INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117ISHARES MSCI SAUDI ARABIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118ENBRIDGE INC CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119SUN COMMUNITIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120CITIGROUP GLOBAL MARKETS NTS CONV TO AVGO RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121SITE CTRS CORP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122PEMBINA PIPELINE CORP CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123JOHNSON & JOHNSON COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124PETIQ INC NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125ISHARES MSCI SOUTH AFRICA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126PUBLIC STORAGE REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127GS FIN CORP NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129CANADIAN NAT RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130JPMORGAN CHASE FINANCIAL RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131SALESFORCE.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132WELLTOWER INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134GS FIN CORP NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135SBA COMMUNICATIONS CORP NEW REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136VENTAS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137TC ENERGY CORP CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138EQUINIX INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139ASSOCIATED BRITISH FOODS PLC NEW ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141PROLOGIS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142ISHARES MSCI BRAZIL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144AVALONBAY COMMUNITIES INC SBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145CROWN CASTLE INTL CORP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146ISHARES MSCI SOUTH KOREA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148WILLIAMS COS INC (DEL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149BOLLORE EUR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150AMAZON.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152ISHARES MSCI INDIA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153ISHARES MSCI TAIWAN ETE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154ISHARES MSCI CHINA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155FRANKLIN TEMPLETON ETF TR FTSE CHINA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156INVESCO TREAS COLL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157WCM FOCUSED INTERNATIONAL GROWTH FUND CLASS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158AB HIGH INCOME MUNICIPAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159CATALYST/MILLBURN HEDGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160POLEN GROWTH FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161ACCENTURE PLC IRELAND CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162ADVANCED MICRO DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165MASTERCARD INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166META PLATFORMS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167SCHLUMBERGER LTD NETHERLANDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168DIGITAL REALTY TRUST INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169EQUITY RESIDENTIAL SBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170HIGHWOODS PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171ITAU UNIBANCO HLDG SA ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172FRANKLIN TEMPLETON ETF TR FTSE TAIWAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173GLOBAL X FDS GLOBAL X MSCI GREECE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174ISHARES MSCI PHILIPPINES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175SPDR S&P CHINA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176HESS MIDSTREAM LP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177KINETIK HLDGS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178LINDE PLC NEW EUR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179NESTE OYJ ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180NEW FORTRESS ENERGY INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182DEVON ENERGY CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183DIAMONDBACK ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184EOG RESOURCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185OLIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186PIONEER NAT RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187U HAUL HLDG CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt188U HAUL HLDG CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189ISHARES MSCI SOUTH KOREA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191GUESS INC NTS CONV B/E

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,091,901
Liabilities
$1
Net assets
$5,091,901
Revenue
$245,263
Expenses
$180,246
Net income
$65,017
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