2021-06-14T09:53:09-07:00 2020-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2019-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 2021-06-14 true Barbara Murphy P01386215 7134395739 2019 2022-09-23 18:48:47Z Jonathan Eades 51800727 false X www.kinkaid.org X 1906 TX The Kinkaid School, Inc. is a non-sectarian college preparatory day school that provides instruction from pre-kindergarten through grade 12. Kinkaid serves a student population of approximately 1,400 students enrolled from the greater Houston area. 32 32 545 400 0 12411715 7835530 41981220 43353769 123346 193156 59076 52725 54575357 51435180 4455348 4290825 0 30585609 30537772 0 1863852 18037151 17974379 53078108 52802976 1497249 -1367796 126593802 123015734 35890594 33680322 90703208 89335412 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. false false 45369646 4290825 43353769 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. 45369646 true true false false false false false false true true true false false false true false false true true false false false false false true false false false true true false false false false false false true false true false false false false true true true false false true 185 0 true 545 true false false false false false true true false 0 false false false false false true false X 32 32 true false false false false false false true true false false true true true true true true true true false X Joanne Margraves CFO 7137821640 201 Kinkaid School Drive Houston TX 77024 Andrew Martire Pres, HOS thru 7/18 0.00 0.00 991072 0 0 Edward Trusty Jr thru 620 President, HOS 40.00 0.00 X X 550458 0 195174 Joanne Margraves CFO 40.00 2.00 X 288277 0 34570 Thomas J Moore Asst. Secretary 40.00 0.00 X 253297 0 30820 Krista L Babine Lower School Head 40.00 0.00 206682 0 9588 David Holm Athletics Director 40.00 0.00 185107 0 19922 Edward A Jordan Facilities Directo 40.00 0.00 160668 0 19887 Scott Lambert Fine Arts Director 40.00 0.00 152452 0 26085 Peter Behr Upper School Head 40.00 0.00 152721 0 19171 Chelsea C Collins Middle School Head 40.00 0.00 148151 0 17172 Robert B Eggleston Faculty 40.00 0.00 141394 0 23318 Kenneth Cowan Chairman 1.00 1.00 X X 0 0 0 Edwin H Frank III Vice Chair 1.00 2.00 X X 0 0 0 Elizabeth Leykum Secretary 1.00 1.00 X X 0 0 0 Evan H Katz Treasurer 1.00 0.00 X X 0 0 0 Kim G Adkins Trustee 1.00 0.00 X 0 0 0 Linda Andrews Trustee 1.00 0.00 X 0 0 0 John B Beckworth Life Trustee 1.00 0.00 X 0 0 0 Brandt C Bowden Trustee 0.00 0.00 X 0 0 0 O Holcombe Crosswell Life Trustee 1.00 0.00 X 0 0 0 Stewart Cureton Jr Life Trustee 1.00 0.00 X 0 0 0 Brad J Deutser Trustee 1.00 0.00 X 0 0 0 William Leslie Dogett Sr Trustee 1.00 0.00 X 0 0 0 Robert D Duncan Trustee 1.00 1.00 X 0 0 0 Pam Fullenweider Trustee 1.00 0.00 X 0 0 0 Ashley Morgan Hannah Trustee 1.00 0.00 X 0 0 0 Frances Hopper Jeter Life Trustee 1.00 0.00 X 0 0 0 Helena P Johnson Trustee 1.00 0.00 X 0 0 0 C Berdon Lawrence Trustee 1.00 0.00 X 0 0 0 Cecil J Looke III Trustee 1.00 1.00 X 0 0 0 W Gregory Looser Trustee 1.00 0.00 X 0 0 0 Mary Nell Jeffers Lovett Life Trustee 1.00 0.00 X 0 0 0 Steven P Mach Trustee 1.00 0.00 X 0 0 0 Walter G Mayfield Trustee 1.00 1.00 X 0 0 0 Paula C Mentz Trustee 1.00 0.00 X 0 0 0 Caroline Mitchell Trustee 1.00 1.00 X 0 0 0 Christine R Morenz Trustee 1.00 0.00 X 0 0 0 E Staman Ogilvie Life Trustee 1.00 1.00 X 0 0 0 Bethel Quander Trustee 1.00 0.00 X 0 0 0 Mary Eliza Lovett Shaper Trustee 1.00 0.00 X 0 0 0 Thomas M Simmons Trustee 1.00 0.00 X 0 0 0 Douglas E Swanson Jr Trustee 1.00 0.00 X 0 0 0 Matthew A Thanheiser 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 0.00 X 0 0 0 Neil AWizel Trustee 1.00 0.00 X 0 0 0 Stuart Yudofsky Life Trustee 1.00 0.00 X 0 0 0 Jonathan Eades fr 0720 President, HOS 40.00 0.00 X 0 0 0 3230279 395707 34 true true false Space City Commercial Constr 2040 N Loop W 308 Houston TX 77054 Construction 309462 Sage Dining Services 1402 York Rd 100 Lutherville MD 21093 Food Services 2037240 Pappas Consulting Group 17 Island Cove Palm Beach Gardens FL 33418 Consulting 543476 Professional Janitorial Services 2303 Nance St Houston TX 77020 Janitorial Services 427447 Ropes & Gray LLP 800 Boylston Street Boston MA 02199 Legal Services 290644 19 233935 4095674 3505921 143431 7835530 Auxiliary svc fees 611600 1915013 1915013 Student tuition 611600 41158443 41158443 Summer school & other 611600 280313 280313 43353769 234266 234266 0 0 0 121994 34500 132653 64951 -10659 -30451 -41110 -41110 220668 233935 167943 52725 52725 0 0 0 51435180 43353769 245881 1200 1200 4289625 4289625 0 0 2248392 1082174 742356 423862 0 22485001 20053952 1732711 698338 1239521 1095348 99275 44898 2764962 2437798 223717 103447 1799896 1596100 141892 61904 0 238586 238586 81499 81499 0 0 0 1311887 1256887 55000 2306 2306 844898 537489 307409 1365892 1161008 136589 68295 0 2685766 2620999 37655 27112 4957 4957 0 4071 4071 228437 228437 0 4893873 4775857 68614 49402 408394 398545 5726 4123 Educational materials 2955817 2955817 Dining Center services 1432558 1402708 21829 8021 Athletics 813660 813660 Security 701778 684855 9839 7084 0 52802976 45369646 5569478 1863852 1671517 2567514 26061777 26685801 7319171 4583221 145614 90250 0 0 0 0 1438406 1367055 145278839 61691029 85957744 83587810 0 0 0 0 3999573 4134083 126593802 123015734 1490434 1379264 27769066 25703391 902169 1089083 5728925 5508584 35890594 33680322 X 82595204 81398605 8108004 7936807 90703208 89335412 126593802 123015734 -1367796 X false true X true false X 14204140 14671649 12752270 12411715 7835530 61875304 0 0 14204140 14671649 12752270 12411715 7835530 61875304 25178168 36697136 12605 45266 124866 268756 234266 685759 0 0 62561063 196922403 0.58660 0.62910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 102099914 361729 5462352 4095674 103828321 102029497 746335 4845574 5521492 102099914 98003312 1342532 8056147 5372494 102029497 92594497 846861 9905978 5344024 98003312 99355630 548710 -2039215 5270628 92594497 0.05000 0.36000 0.59000 false true true 22996397 22996397 85502162 42898615 42603547 24445401 9132475 15312926 11494816 9659939 1834877 840063 840063 83587810 Note Payable to affiliate 5508584 5508584 Part IV, Line 2b: Explanation of escrow account liability 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, 2020 and 2019 are reported in the Schools cash and cash equivalents and as a liability of the School. Part V, Line 4: Intended uses of the endowment fund. 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 1,400 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. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized The School's nondiscriminatory policy is published on its website and in application brochures. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race false Book Fair 230573 48420 182153 10356 110285 Golf Tournament 134380 104535 29845 1139 1403 5710 12255 10774 1 89650 80980 8670 16021 454603 233935 220668 1139 1403 16066 12255 137080 167943 52725 true 0 0 Need-based grants 183 3978676 Tuition reduction Tuition reduction Need-based assistance 164 249239 Cost of items Textbooks, trips, meals Merit scholarships 3 61710 Tuition reduction Tuition reduction Grantmaker's Description of How Grants are Used 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 X true true X X X X X true false false false false false false true false Andrew Martire Pres, HOS thru 7/18 991072 991072 Chelsea C Collins Middle School Head 136328 8000 3823 10848 6324 165323 David Holm Athletics Director 176295 8000 812 5510 14412 205029 Edward A Jordan Facilities Directo 140825 8000 11843 10299 9588 180555 Edward Trusty Jr thru 620 President, HOS 461252 75000 14206 13733 181441 745632 Joanne Margraves CFO 244132 8000 36145 22882 11688 322847 Krista L Babine Lower School Head 147980 8000 50702 9588 216270 Peter Behr Upper School Head 140163 8000 4558 7483 11688 171892 Robert B Eggleston Faculty 90578 50816 8906 14412 164712 Scott Lambert Fine Arts Director 120711 8000 23741 11370 14715 178537 Thomas J Moore Asst. Secretary 241649 8000 3648 19978 10842 284117 Part I, Line 1a: Relevant information in regards to selections on 1a. The following benefits listed on Line 1a were provided to Edward Trusty, Head of School: - Life insurance/LT disability: $753.75 (included in W-2) - Travel for companions: $1,452 (included on W-2) - Housing allowance/Personal services (Maid/Lawn): $169,999 (not included in W-2; provided for the convenience of the employer) Part I, Line 7: Non-Fixed payments not listed above Edward Trusty, Head of School, received a performance-based bonus in the amount of $75,000 during 2019. This bonus was approved by the Board of Trustees. Ann C Wheless Trstee relative 59000 Employee compensation false X 1 132653 FMV X Supplies 4 10778 FMV false true false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Mary Eliza Shaper and Mary Nell Lovett have a family relationship. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A conflict of interest disclosure is completed annually by all officers, directors, trustees, and key employees. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management During 2019-2020, Edward Trusty, Jr., served his second year as Interim Head of School. The terms of the 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. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 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, Line 19: Other Organization Documents Publicly Available 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) 12a The Kinkaid School true The Kinkaid Investments Foundation 201 Kinkaid School Drive Houston TX 77024 742177160 Receive gifts of realty and nonliquid assets for Kinkaid Sch TX 501(c)(3) 12a The Kinkaid School true The Caylor Foundation 4718 Hallmark Dr 502 Houston TX 77056 760446881 Scholarships for study at Kinkaid & Univ TX 501(c)(3) 12c NA false false true true false true false false false false false false true false true true false true false false The Kinkaid School Endowment Fund Inc b 1200 Cash The Kinkaid School Endowment Fund Inc c 4095674 Cash The Kinkaid School Endowment Fund Inc e 5508584 Cash The Kinkaid School Endowment Fund Inc o 58731 Cash