2024-05-30T16:57:30-05:00 2023-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 7137821640 2024-05-30 1 Joanne Margraves 999009999 0 Barbara Murphy P01386215 7134395739 2024-05-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jonathan Eades 201 Kinkaid School Drive Houston TX 77024 81827565 0 X www.kinkaid.org X 1906 TX The Kinkaid School provides instruction to approx. 1,470 students from pre-K through grade 12. 29 29 552 400 0 0 74823023 31925603 45145981 47998775 40423 1561781 -139803 -24491 119869624 81461668 7232948 4341758 0 0 34011496 35902397 97043 70754 2692570 18489905 21428501 59831392 61743410 60038232 19718258 183587996 216389120 37427583 50510449 146160413 165878671 X See Schedule O 0 0 53154760 4341758 47998775 Education of children - Pre-kindergarten through grade 12 - The primary goals of Kinkaid are intellectual endeavor and achievement. The School also believes that a well-rounded education includes experiences in the arts, athletics, and a variety of extra-curricular activities. Kinkaid further believes that every student is and will continue to be part of a community and, therefore, seeks to strengthen his or her moral responsibility and service to it. To that end, the School actively promotes honesty, respect, responsibility, and kindness. Kinkaid also believes that participation of parents in their children's education is essential to accomplishing its mission. The School makes every attempt to inform them of the School's purposes and goals, and expects their strong support in the pursuit of these aims. 53154760 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 164 6 1 552 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Joanne Margraves CFO 7137821640 201 Kinkaid School Drive Houston TX 77024 Edwin H Frank III Chair 1.00 1.00 X X 0 0 0 Steven P Mach Vice Chair 1.00 1.00 X X 0 0 0 Evan H Katz Secretary 1.00 0.00 X X 0 0 0 Stephanie Cockrell Treasurer 1.00 0.00 X X 0 0 0 Brandt C Bowden Trustee 1.00 0.00 X 0 0 0 Jessica Kilbourne Brazelton Trustee 1.00 0.00 X 0 0 0 Annette Brissett Trustee 1.00 0.00 X 0 0 0 Kenneth Cowan Trustee 1.00 1.00 X 0 0 0 William L Doggett Sr Trustee 1.00 0.00 X 0 0 0 Robert D Duncan Trustee 1.00 1.00 X 0 0 0 Ashley Morgan Hanna Trustee 1.00 0.00 X 0 0 0 Michael Hanson Trustee 1.00 0.00 X 0 0 0 Boyd Heath Trustee 1.00 1.00 X 0 0 0 Lisa Helfman Trustee 1.00 0.00 X 0 0 0 Helena Papadopoulos Johnson Trustee 1.00 1.00 X 0 0 0 Charles B Lawrence Jr Trustee 1.00 0.00 X 0 0 0 Alicia Lee Trustee 1.00 0.00 X 0 0 0 Cecil J Looke III Trustee 1.00 0.00 X 0 0 0 Walter G Mayfield Trustee 1.00 1.00 X 0 0 0 Billy McCartney Trustee 1.00 0.00 X 0 0 0 E Staman Ogilvie Life Trustee 1.00 1.00 X 0 0 0 Elisa Stude Pye Trustee 1.00 0.00 X 0 0 0 Bethel Quander Trustee 1.00 0.00 X 0 0 0 Tom Simmons Life Trustee 1.00 0.00 X 0 0 0 Carlos Sole III Trustee 1.00 0.00 X 0 0 0 Asha Jamal Virani Trustee 1.00 0.00 X 0 0 0 William M Wheless III Life Trustee 1.00 0.00 X 0 0 0 Darryl I Wilson Trustee 1.00 1.00 X 0 0 0 Neil A Wizel Trustee 1.00 0.00 X 0 0 0 Jonathan Eades Head of School 40.00 0.00 X 802382 0 213596 Joanne Margraves CFO 40.00 2.00 X 310145 0 42194 Matthew Rush Assistant Head of School 40.00 0.00 X 336695 0 27590 Thomas J Moore Director of Advancement 40.00 0.00 X 276868 0 38101 David Holm Director of Athletics 40.00 0.00 X 209988 0 25094 Krista Blackburn Lower School Head 40.00 0.00 X 199941 0 12108 Edward A Jordan Director of Facilities 40.00 0.00 X 176862 0 23323 Peter Behr Upper School Head 40.00 0.00 X 172352 0 20226 Marguerite England Director of Strategic Communication 40.00 0.00 X 161504 0 19120 Vincent Vrotny Director of Technology 40.00 0.00 X 153973 0 21151 Iris Bonet Director of Admissions 40.00 0.00 X 152173 0 11589 Laurie Bieber Leadership Gifts Officer 40.00 0.00 X 192512 0 16248 Quenby Mott Head Upper School Dean 40.00 0.00 X 153259 0 21344 Goldie Arriola Director of Human Resource 40.00 0.00 X 146461 0 21391 Donald Larned Assistant Athletic Director 40.00 0.00 X 144725 0 22327 Scott Lambert Director of Fine Arts 40.00 0.00 X 144277 0 30769 3734117 0 566171 53 0 1 0 Sage Dining Services 1402 York Rd 100 Lutherville MD 21093 Food services 2422463 Studio Red Architects 1320 McGowen Houston TX 77004 Architectural services 1588139 KARR Limousine Service 6363 Richmond Ave 300 Houston TX 77057 Transportation 609206 Professional Janitorial Services 2303 Nance St Houston TX 77020 Janitorial 476336 GardaWorld Security Services 1699 S Hanley Rd 350 St Louis MO 63144 Security 259130 10 594459 4190921 27140223 781860 31925603 Student tuition 611600 45249255 45249255 Auxiliary service fees 611600 2555083 2555083 Summer school, other fees 611600 194437 194437 47998775 1561781 1561781 341406 594459 365897 -24491 -24491 81461668 47998775 0 1537290 4341758 4341758 4089942 1951366 1514825 623751 25068031 22299055 1906979 861997 1349758 1125722 160507 63529 3318749 2933789 292129 92831 2075917 1771812 222680 81425 79055 79055 75619 75619 70754 70754 1121119 226377 519437 375305 575480 211471 174766 189243 1519409 1230005 185637 103767 2527273 2452841 50454 23978 52957 52957 278486 263864 8710 5912 412905 412905 6456544 6259738 130337 66469 605629 587792 12091 5746 Educational materials 4981961 4981961 Dining center services 2164340 2114939 35604 13797 Security 283579 275227 5661 2691 Event expenses 101398 101398 192747 74086 108684 9977 61743410 53154760 5896080 2692570 3432545 3650107 56268673 52239852 38597967 39369491 95118 156192 1221845 1739657 191967395 76534493 79895197 115432902 4076651 3800919 183587996 216389120 1303763 12972516 29840889 31589304 1180456 1061471 5102475 4887158 37427583 50510449 X 75675007 70854125 70485406 95024546 146160413 165878671 183587996 216389120 19718258 0 X 0 1 X 1 0 X 12411715 7835530 8056401 74823023 31925603 135052272 12411715 7835530 8056401 74823023 31925603 135052272 47581606 87470666 268756 234266 40423 1561781 2105226 137157498 222568720 0.63770 0.54990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 115749062 8688760 10054238 4190921 130301139 124216269 3724054 -8130356 4060905 115749062 103828321 975548 23464959 4052559 124216269 102099914 361729 5462352 4095674 103828321 102029497 746335 4845574 5521492 102099914 0.04463 0.38483 0.57054 0 1 1 22996397 22996397 86845804 50980184 35865620 25104911 13580207 11524704 13339544 11974102 1365442 43680739 43680739 115432902 Note Payable to affiliate 4887158 4887158 Part IV, Line 2b: The School holds funds for several related groups such as parent organizations, clubs, and class activities. The School has limited discretion over the use of these funds, but acts as an agent in collecting, holding, and disbursing these funds. Funds held for others at July 31, 2023 and 2022 are reported in the School's cash and cash equivalents and as a liability of the School. Part V, Line 4: The Kinkaid School Endowment Fund was established in 1958 to hold and invest permanent funds for The Kinkaid School, Inc., a private school providing instruction at the lower, middle and upper school levels to approximately 1,470 students. The Endowment's purposes are to enable the School to employ the best teachers, to provide financial assistance for tuition, and to promote in any and all other ways the educational purposes and general welfare of the School. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 The School's nondiscriminatory policy is published on the School's website and in application brochures. X X X X X X 1 Grenzebach Glier & Assoc PO Box 775324 Chicago IL 60677 Consulting 0 0 70754 0 70754 TX BookFair 243714 110325 133389 18327 117387 Sporting Clays Benefit 229290 175775 53515 3982 672 11331 3 462861 308359 154502 560 13659 33199 91513 32434 42833 935865 594459 341406 560 13659 33199 113822 33106 171551 365897 -24491 1 Need-based grants 173 3949460 Tuition reduction Need-based assistance 155 320698 Textbooks, trips, meals, etc. Merit scholarships 4 71600 Tuition reduction Part I, Line 2: The Kinkaid School provides scholarships and financial assistance to students based upon financial needs as determined from confidential financial statements required of all candidate parents. Students are tested to ensure that the School enrolls intellectually capable students who can benefit from the School programs and whose talents and interests can contribute to the School as as whole. Candidates are considered without regard to race or creed. These capable and deserving students would not be able to attend the School without financial aid. Students' academic performance is monitored on an ongoing basis. The Kinkaid School does not grant athletic scholarships. X X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 Jonathan Eades Head of School 498622 0 150000 0 153760 0 15250 0 198346 0 1015978 0 0 0 Matthew Rush Assistant Head of School 294325 0 10000 0 32370 0 12157 0 15433 0 364285 0 0 0 Joanne Margraves CFO 284671 0 10000 0 15474 0 26736 0 15458 0 352339 0 0 0 Thomas J Moore Director of Advancement 263495 0 10000 0 3373 0 24406 0 13695 0 314969 0 0 0 David Holm Director of Athletics 199212 0 10000 0 776 0 10495 0 14599 0 235082 0 0 0 Krista Blackburn Lower School Head 163195 0 10000 0 26746 0 0 0 12108 0 212049 0 0 0 Laurie Bieber Leadership Gifts Officer 192222 0 0 0 290 0 4648 0 11600 0 208760 0 0 0 Edward A Jordan Director of Facilities 166556 0 10000 0 306 0 11225 0 12098 0 200185 0 0 0 Peter Behr Upper School Head 159822 0 10000 0 2530 0 8281 0 11945 0 192578 0 0 0 Marguerite England Director of Strategic Communication 132099 0 10000 0 19405 0 4863 0 14257 0 180624 0 0 0 Vincent Vrotny Director of Technology 143185 0 10000 0 788 0 7472 0 13679 0 175124 0 0 0 Scott Lambert Director of Fine Arts 134809 0 9000 0 468 0 12652 0 18117 0 175046 0 0 0 Quenby Mott Head Upper School Dean 152730 0 0 0 529 0 7389 0 13955 0 174603 0 0 0 Goldie Arriola Director of Human Resource 136346 0 10000 0 115 0 7275 0 14116 0 167852 0 0 0 Donald Larned Assistant Athletic Director 144616 0 0 0 109 0 7570 0 14757 0 167052 0 0 0 Iris Bonet Director of Admissions 145896 0 6000 0 277 0 0 0 11589 0 163762 0 0 0 Part I, Line 1a The following benefits listed on Line 1a were provided during calendar year 2022 to Jonathan Eades, Head of School: - Life insurance/LT disability: $1,279 (included in W-2) - Tuition gross-up: $125,644 (included in W-2) - Auto allowance: $10,196 (included in W-2) - Personal services (housekeeper): $16,640 (included in W-2) - Housing allowance: $183,430 (not included in W-2; provided for the convenience of the employer) The following benefits listed on Line 1a were provided during calendar year 2022 to Matthew Rush, Assistant Head of School: - Life insurance/LT disability: $366 (included in W-2) - Tuition Gross-up: $32,004 (included in W-2) Part I, Line 1b All items noted in this section are provided pursuant to the Head of School's employment contract. Part I, Line 7 Jonathan Eades, Head of School, received a performance-based bonus in the amount of $150,000 during calendar year 2022. This bonus was approved by the Board of Trustees. X 1 1000 FMV X 2 750000 FMV X Gift cards 2 17500 FMV X Microscope 1 8500 FMV X Musical instruments 1 4800 FMV X Supplies 1 60 FMV 0 0 1 0 Form 990, Part III, Line 1 Kinkaid's mission is to promote educational excellence and balanced growth in a challenging, safe, and inclusive learning environment for the benefit of intellectually capable children of a sound character whose talents, interests, and uniqueness will be encouraged and nurtured to prepare them to lead, serve, and become contributing citizens to Kinkaid, our country, and the global community. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Chair of the Board of Trustees, the Chair of the Finance Committee, the Head of School, and the Chief Financial Officer. The Form is made available to all trustees before filing with the IRS. Form 990, Part VI, Section B, line 12c A conflict of interest disclosure is completed annually by all officers, directors, trustees, and key employees. Form 990, Part VI, Section B, line 15 During 2022-2023, Jonathan E. Eades served his third year as Head of School. The terms of his employment contract were based on comparative data provided by the National Association of Independent Schools (NAIS) and the Independent School Association of the Southwest (ISAS). The contract was negotiated by a Compensation Committee of the Board. The Head of School determines the salaries of other key employees in consultation with the Compensation Committee using comparative data provided by NAIS and ISAS. Form 990, Part VI, Section C, line 19 The School provides copies of documents upon request at no charge. The Kinkaid School Endowment Fund Inc 201 Kinkaid School Drive Houston TX 77024 760460841 Hold and invest permanent funds for The Kinkaid School TX 501(c)(3) Line 12a, I The Kinkaid School 1 The Kinkaid Investments Foundation 201 Kinkaid School Drive Houston TX 77024 742177160 Receive gifts of realty and nonliquid assets for The Kinkaid School TX 501(c)(3) Line 12a, I The Kinkaid School 1 The Caylor Foundation 4718 Hallmark Dr Ste 502 Houston TX 77056 760446881 Scholarships for study at Kinkaid and University TX 501(c)(3) Line 12c, III-FI N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 The Kinkaid School Endowment Fund Inc C 4190921 Cash The Kinkaid School Endowment Fund Inc E 4887158 Cash