Civic Intelligence

Kunkle Cabe Foundation

990PF • Fiscal year 2024 • EIN 81-5280317

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 11, 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$16,667

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

51st percentile

4.2%

Faster asset growth than 51% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,306,678

Up $214,777 (+4.2%) from 2023

Net Assets

Up

$5,306,678

Up $214,777 (+4.2%) from 2023

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin92nd percentile

Revenue

Up

$324,103

Up $78,840 (+32%) from 2023

Expenses

Down

$109,326

Down $70,920 (-39%) from 2023

Net Income

Up

$214,777

Up $149,760 (+230%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2024

Assets$5,306,678
Liabilities$1
Net Assets$5,306,678
Open 2024 Filing

Operations Trend

Revenue Growth72nd 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

2024

Revenue$324,103
Expenses$109,326
Net Income$214,777
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES LEE CABEFormer PresidentPT$16,667-$16,667
PAUL W HARRISVice President-$0--
JJ BARTOPresidentPT$0--
CHRISTEN CABEDirector-$0--
BOBBY CLINGANFormer Director-$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
Jj Barto
Title
President
Phone
2143100515
Signed
2024-11-11
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/CategoryOrItemTxt100UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102VISA INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103AIR PROD & CHEMICAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104AMERICAN WATER WORKS CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105ANTERO MIDSTREAM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106ATLANTIC SUSTAINABLE INFRASTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107BROOKFIELD RENEWABLE COR CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108CENTERPOINT ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109CHENIERE ENERGY INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110CLEARWAY ENERGY INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111DT MIDSTREAM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112ENBRIDGE INC CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113EXELON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114HESS MIDSTREAM LP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115KINETIK HLDGS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116LINDE PLC NEW EUR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117NESTE OYJ ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118NEW FORTRESS ENERGY INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119NEXTERA ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120ONEOK INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121PEMBINA PIPELINE CORP CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122PUBLIC SERVICE ENTERPRSE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124TARGA RESOURCES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125TC ENERGY CORP CAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126WILLIAMS COS INC (DEL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127NEXTERA ENERGY PARTNERS LP MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128PLAINS GP HOLDINGS LP CL A MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129WELLS FARGO FIN LLC NTS LE TO BMY RATE 00.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130SOUTHWEST AIRLINES CO NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131PACIRA BIOSCIENCES INC CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132NICE LTD NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133JPMORGAN CHASE FINANCIAL RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134CITIGROUP GLOBAL MARKETS NTS CONV RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135UBER TECHNOLOGIES INC NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136BOFA FIN LLC CONV MED TERM NTS RATE 0.00%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137BARCLAYS BANK PLC NTS CONV TO CMI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138BARCLAYS BANK PLC NTS LINKED TO DIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139ALLIANT ENERGY CORP NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140FORD MOTOR CO NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141ITRON INC CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142SPOTIFY INC NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143LCI INDUSTRIES NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144JOHN BEAN TECH COR NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145PETIQ INC NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146CHEESECAKE FACTORY NTS CONV B/E .375%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147JPMORGAN CHASE FINANCIAL RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148MORGAN STANLEY FIN LLC NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149CITIGROUP GLOB MARK HLDGS 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150HALOZYME THERAPEUT NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151BIOMARIN PHARMACEUTICAL INC NTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152BOFA FIN LLC CONV ZERO CPN RATE 00.00%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153CITIGROUP GLOBAL MARKETS NTS CONV RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154AKAMAI TECHNOLOGIES INC NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155CITIGROUP GLOB MARK HLDGS 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156GS FIN CORP NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157PPL CAPITAL FUNDING INC NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158GREENBRIER COS INC NTS CONV B/E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159JPMORGAN CHASE FINANCIAL RATE 00.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160BOFA FIN LLC NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161ON SEMICONDUCTOR CORP NTS CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162GS FIN CORP NTS CONV ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163EQUITIES - ACCRUED INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164POLEN GROWTH FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165WCM FOCUSED INTERNATIONAL GROWTH FUND CLASS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166INVESCO SHORT TERM TREAS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167CATALYST/MILLBURN HEDGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0168234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt348904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt483397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt584227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt628198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt727350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt890328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt913863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1010352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1134901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1310511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1640352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1710645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1826356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt197486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2012611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2177048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2211885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2361802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt246174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2524412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2612124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt274215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt288159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt299622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3010410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt318165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3210295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3412209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt367699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3713096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3815379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt391746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4015714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4115493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt429633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt438908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt448408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt457411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4615134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4735309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4819850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt498460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt509155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5111080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5213555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5322595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5420120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5520563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5628076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt578806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5810566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5916056

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,306,678
Liabilities
$1
Net assets
$5,306,678
Revenue
$324,103
Expenses
$109,326
Net income
$214,777
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